Of

Poinciana West Community Development District

Agenda Package

November 20, 2024

Poinciana West
Community Development District

219 E. Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

November 13, 2024
Board of Supervisors Poinciana West Community Development District
Dear Board Members:
The Board of Supervisors of Poinciana West Community Development District will meet Wednesday, November 20, 2024 at 9:30 AM at the Gator Room, 385 Village Drive, Poinciana, Florida.
Zoom Information for Members of the Public: Link: https://us06web.zoom.us/j/89503079954 Dial-in Number: (646) 876-9923
Meeting ID: 895 0307 9954

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 17, 2024 Meeting
Consideration of Resolution 2025-01 Declaring Board Vacancies
Review of Request for Installation of Security Fence
Review of Proposals for Professional Engineering Services
Dewberry Engineers, Inc.
Rayl Engineering & Surveying, LLC
Appointment of Audit Committee and Chairman
Staff Reports
Attorney
Engineer
District Manager
Check Register
Financials
Field Manager’s Report
Field Manager’s Report
Pond Maintenance Report
Midge Management Report
Customer Complaint Log
Review of Proposal for Drain Repair to Wire Box 19A
Review of Proposal to Remove Vegetation at Dry Pond Outlets 1 and 3
Review of Proposal to Hydro Rake Pond 16
Supervisor's Requests
General Audience Comments
Other Business
Next Meeting Date- January 15, 2025; The Gator Room
Continuance
Audit Committee Meeting

Roll Call
Public Comment Period
Audit Services
Approval of Request for Proposals and Selection Criteria
Approval of Notice of Request for Proposals for Audit Services
Public Announcement of Opportunity to Provide Audit Services
Review and Ranking of Proposals and Selection of an Auditor
DiBartolomeo, McBee, Hartley & Barnes
Grau & Associates
Adjournment

Board of Supervisors Meeting

Acceptance of the Rankings of the Audit Committee Meeting and Authorizing Staff to Send a Notice of Intent to Award
Adjournment

Sincerely,
Tricia L. Adams
District Manager

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 17, 2024 at 9:00 a.m. via Zoom Communication Media Technology and in the Starlite Ballroom, 384 Village Drive, Poinciana, Florida.
Present and constituting a quorum were:

Peggy Gregory	Chair
Roy LaRue (via Zoom)	Vice Chairman
Dr. Maneck Master	Assistant Secretary
Ed Smith	Assistant Secretary

Also present were:

Tricia Adams	District Manager
Monica Virgen	District Manager
Scott Clark (via Zoom)	District Counsel
Kathy Leo	District Engineer
Joel Blanco	GMS Field Staff
Cherrief Jackson	Clarke Midge Control Solitude Representatives

The following is a summary of the discussions and actions taken at the July 17, 2024 Poinciana West Community Development District’s Board of Supervisors Meeting.

FIRST ORDER OF BUSINESS	Roll Call
Ms. Adams called the meeting to order and called the roll at 9:00 a.m. A quorum was present.

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

THIRD ORDER OF BUSINESS	Public Comment Period on Agenda Items
There being no comments, the next item followed.

FOURTH ORDER OF BUSINESS	Approval of Minutes of the May 15, 2024
Meeting
Ms. Adams presented the draft minutes of the May 15, 2024 Board of Supervisors meeting, which were included in the agenda package and reviewed by District staff. Ms. Gregory questioned when the Board would review the insurance quotes. Ms. Adams confirmed that three service providers were requested to provide a proposal, but one would not provide their quote until after September 1st. Therefore, there was Board consensus to review them at the September meeting.

FIFTH ORDER OF BUSINESS	Public Hearing
Public Comment Period

Consideration of Resolution 2024-07 Adopting Fiscal Year 2025 Budget and Relating to the Annual Appropriations
Ms. Adams presented Resolution 2024-07, Adopting the Fiscal Year 2025 budget, which was included in the agenda package and memorializing that the Board met on May 15th and set the public hearing for this date and time, that the proposed budget was properly conveyed to the local Government, posted on the District’s website and noticed in a newspaper of general circulation in accordance with Florida Statutes. Approval of the resolution adopts the Fiscal Year 2025 budget, which commences on October 1, 2024 and ends on September 30, 2025 and appropriates funds for the General and Debt Service Funds. There is also provision to allow for budget amendments or special or supplemental appropriations for Fiscal Year 2025, once the budget has been adopted. Attached as an exhibit to the resolution, was a copy of the Proposed

Budget. There were no substantive changes from previous Board review, other than the actuals were now included through June 30, 2024. The majority of District revenues were from special assessments, noted in the non-ad valorem section of the Polk County Property Tax Bill, which total $291,299. The District was also recognizing Interest from invested Surplus Funds, as well as $32,549 in Surplus Funds that accrued in the General Fund in order to balance the budget. There were total Revenues of $343,848. The total Administrative expenses to operate the District was $119,742. The proposed increases were discussed in May. There was also a section of expenses related to the infrastructure of the District: Operations & Maintenance expenses were related to the maintenance of the stormwater system for Poinciana West. Total Field Services were proposed at $224,106 and combined aggregate expenses were $343,848. The assessment rate is proposed to be the same as your current fiscal year, with a gross amount per unit of
$186.57.
Dr. Master questioned Attorney Fees, which was projected at $23,667. Ms. Adams explained that the projection may be conservative, as they only had this meeting and one other meeting to adopt the budget. At the May meeting, Mr. Clark was confident that $20,000 was sufficient for annual attorney fees. Dr. Master questioned whether the amount budgeted for Aquatic Midge Maintenance was reasonable. Ms. Adams explained that it was based on the contracted services that the Board approved, but if the Board approved additional services, contingency funds were available. Ms. Gregory noted that the District was owed money from Taylor Morrison (TM) for property conveyances for professional fees, as it was the Board’s understanding that TM would pay the District in advance of the transfer and recording of the parcels, but questioned whether the Board could assess TM for monies owed, at an interest rate of 18%. Ms. Adams recalled as part of the closing for the two ponds that TM conveyed to the District for this current fiscal year, there was an accounting for any engineering or attorney fees, as well as offsetting revenue received at the time of the closing to balance it out. Mr. Clark confirmed that his bills have not exceeded what was paid, but the fees for engineering were over budget, due to additional work. Ms. Adams pointed out after the deposit was applied, there was a balance of $1,689, which was collected at closing and would provide a full accounting of all fees accrued for review. Ms. Gregory questioned a bill from Mr. Clark dated June 1st, with a charge of $191 from May 20th for review of correspondence with Mr. Joseph Brown regarding proposed additional tract transfer and review of backup documents. Mr. Clark confirmed that there was an

additional request, which would be discussed later on in the agenda. Ms. Gregory questioned why Dissemination Fees were $3,675 when the projection $5,250. Ms. Adams would verify the projection for this fiscal year. Ms. Adams pointed out that no members of the public were present to provide comments.

Consideration of Resolution 2024-08 Imposing Special Assessments and Certifying an Assessment Roll
Ms. Adams presented Resolution 2024-08, memorializing the use of Chapter 197 uniform method for collecting the CDD fees on the Assessment Roll with Polk County, which was included in the resolution. Attached to the resolution as an exhibit, was the Assessment Roll, along with the Adopted Budget for Fiscal Year 2025.

Consideration of Resolution 2024-09 Adopting a User Fee
Ms. Adams presented Resolution 2024-09, adopting a user fee, which was included in the agenda package. This was an item that the Board discussed several times throughout the fiscal year and ultimately directed staff to schedule the public hearing for this meeting. There were cost savings as staff was able to run the notice for the user fee at the same time as the public hearing for the budget. The resolution was prepared by District Counsel, which allowed for the District to collect user fees of up to $100 for the handling and processing of applications to install drain lines that terminated on CDD parcels. Dr. Master pointed out that not all drain lines terminated on CDD property and questioned how this would be investigated so they were not charged a fee. Ms. Adams indicated if someone contacted her regarding the installation of a drain line, she would work with them to determine if the drain terminated on CDD property and if it was not on CDD property, as a courtesy, they would return the application and the application fee and inform them that the drain was not going to be impactful for the CDD. Dr. Master asked if they could still provide some basic guidance on what homeowners needed to do. Ms. Adams wanted

to be cautious about doing so, as the standard was providing a diagram that the District Engineer prepared, showing the type of drain that was appropriate to deter erosion.
Mr. Smith asked if a map could be added to the application. Ms. Adams pointed out when District staff reviewed property ownership, they utilized the mapping system on the Polk County Property Appraisers website to identify parcels. Ms. Gregory recalled that the first step of this process, was to present to the Architectural Review Committee, but they were not engineers and were not skilled to determine what was CDD property. Dr. Master was not comfortable with the entire process and felt that the ARC should be provided with the map from the District Engineer, identifying the ownership of parcels. Ms. Adams pointed out that the HOA was familiar with the process, as there was a similar process in the past and would provide the ARC with the same property ownership map that the District Engineer provided. Dr. Master felt this was a good first step and suggested posting it, as many new residents were not familiar with the CDD. Ms. Adams noted that maps were posted on the District websites and suggested providing them through the email system, to educate residents on pond ownership and maintenance. Dr. Master felt that residents were not trying to erode CDD ponds on purpose and wanted to make life easier for residents. Mr. Smith was in favor of having communication with ARC, in order to provide accurate information to residents. Ms. Adams reported that an engineering drawing of the drain pipe was included in the agenda package, showing a pop up emitter at the end of the drain, in order to diffuse the water.

Mr. LaRue asked if the diagram could include the minimum amount of drop from the pipe. Ms. Leo explained that because applications were approved on a case-by-case basis, they represented a minimum cover, but not a minimum slope, which needed to be determined by the person installing the line. Mr. LaRue pointed out that there would always be a minimum slope or it would not drain properly and wanted to let people know that there would be a four-inch drop for every 3 feet at a minimum. Ms. Leo confirmed that she was hesitant to include it, because each home would have a different distance to the CDD property line and each pond would have a different slope, but would include a recommended slope, at the Board’s request. Ms. Adams pointed out that no members of the public were present to provide comments.

SIXTH ORDER OF BUSINESS	Organizational Matters
Appointment of Individuals to Fulfill Board Vacancy with a Term Ending November 2024
Ms. Adams recalled that there was a vacancy in Seat 4, with a term expiring in November of 2024, but in May, when this item was discussed, it was noted that this seat would be one of the seats on the General Election ballot and anyone who was interested, could go to the Supervisor of Elections office and qualify for the seat for a term that would be effective November 19th. No one qualified for this seat and at the September meeting, a resolution would be provided to the Board to declare vacancies for the seats that no one qualified for. The other two seats that were in the general election were Seat 3, which was current held by Mr. Smith and Seat 5, which was currently held by Dr. Master, who qualified for his current seat, ran unopposed and would be a Supervisor-elect for his next term. Mr. Smith did not qualify for his seat but was willing to serve another term by appointment of the Board. Mr. Smith indicated that he was willing to serve another term. Ms. Adams asked if the Board wanted to send out a notice to residents for the vacancy in Seat 4. Dr. Master felt that the solicitation was appropriate but preferred to send it out after the September meeting. Mr. Clark would provide the resolution declaring the two vacancies at the September meeting.

Administration of Oath of Office to Newly Appointed Board Member
Consideration of Resolution 2023-07 Electing Officers
These items were deferred.

SEVENTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-10
Setting	Fiscal	Year	2025	Meeting Schedule

Ms. Adams presented Resolution 2024-10, adopting the Fiscal Year 2025 meeting schedule, which was consistent with the prior year’s meeting schedule, with meetings on the third Wednesday of every other month at 9:00 a.m. starting on November 20th and ending September 17, 2025. There were scrivener’s errors in the notice, in the time of the meeting and address of the District’s website, which would be corrected. Dr. Master preferred to meet at 9:30 a.m., since the Poinciana CDD Board met at 11:00 a.m. Mr. LaRue recalled that they always met at 9:00 a.m. Dr. Master pointed out that their meetings were moved to 9:30 a.m. There was Board consensus to move the meeting time to 9:30 a.m.

EIGHTH ORDER OF BUSINESS	Discussion of Ranking and Review of
Proposals for District Engineering Services and Selection of District Engineer
Ms. Adams recalled that the current District Engineer, GAI Consultants, provided a notice of resignation, but Ms. Leo agreed to serve on a month-to-month basis, until a replacement engineer was engaged. In accordance with Florida Statutes, a notice was placed in the newspaper and a bid package was sent to several engineering firms in Central Florida, but no one responded. However, Ms. Adams had a commitment from at least one engineer to submit a proposal for consideration at the September meeting.

NINTH ORDER OF BUSINESS	Adoption of District Goals & Objectives
Ms. Adams recalled at a prior meeting, District Counsel discussed HB 7013, which was passed in the last Legislative session and required CDDs to adopt annual goals and objectives. This law was imposed with an October 1st deadline, with subsequent reporting requirements in December. In order to make this as efficient as possible for the Board, a Memorandum was provided from the District management team to the Board, explaining the new law and providing the following suggested goals to focus for Fiscal Year 2025 in required areas: 1) Community Communication and Engagement, 2) Infrastructure and Facilities Maintenance and 3) Financial

Transparency and Accountability. Mr. Clark clarified that the past three sessions of the Legislature, looked at Special Districts, regarding their regulation and what they do. There were some groups that met, produced reports and provided a list of concerns that led to some legislation this year. One of the concerns had to do with Special Districts that were inactive and did not have a purpose and as a result, all Special Districts, including CDD's, were required to go through this process. For this year, Mr. Clark recommended taking a simplistic approach, as there was not sufficient time to evaluate this rule, but the Board could revisit it at the September meeting and still meet the deadline. One District that he represented, was going to have workshops to discuss their long-term goals, but the intent was to have Districts focus on their core functions, such as meetings, publications, public records and maintenance of infrastructure and measure whether they were meeting them.
Mr. LaRue asked if there were any objectives that the District was not meeting. Ms. Adams confirmed that the District met all objectives and these goals were quantifiable to meet reporting requirements. Internally the District management team was undertaking implementation of the new law. Ms. Adams requested that the Board adopt these goals and objectives at this meeting and report on whether the District met these benchmarks, at the December 2025 meeting. Ms. Gregory did not want to waste any money on this, as the Board spent an inordinate amount of time and money on the wasteful stormwater analysis, felt that these were adequate. Dr. Master agreed. Mr. Smith pointed out that this process would not effect their operational procedures and it was good to have in place.

TENTH ORDER OF BUSINESS	Presentation of Fiscal Year 2023 Audit
Report
Ms. Adams reported that each year, the District was required to undergo an annual independent audit of all of their financial records. She presented the 2023 audit report, which was included in the agenda package. According to last page, the Report to Management, this was a clean audit, as there were no prior year or current year findings or recommendations and the

financial records were in accordance with the standards for the Auditor General of the State of Florida.

ELEVENTH ORDER OF BUSINESS	Staff Reports
Attorney
District Counsel Report
Ms. Clark presented a written report, which was included in the agenda package. The first two items were discussed. A request was received from counsel from TM, asking the CDD to acquire conservation parcels within platted areas in the CDD boundaries. They suggested utilizing the process used in the past of creating an Acquisition Agreement and a deposit for cost. Mr. Clark did not have a recommendation and was looking for Board direction. Ms. Gregory thanked Mr. Clark for this report, recalling that this topic was discussed at every meeting for a long time and as far as she was concerned, she wanted to deny this request, as she had no interest in entertaining the wants, needs or desires of TM regarding the conservation areas. Dr. Master asked if the maps depicted represented 100% of what TM owned or if they owned anything that was not included with this request. Mr. Clark stated there were other wetland areas outside of the plats and believed that there was a better argument in conveying a smaller portion, since these were part of the platted properties. Dr. Master was hesitant about accepting property that the CDD did not need, as there was a large conservation easement in Poinciana West between San Clemente Avenue and Solivita Boulevard, which TM owned. Mr. Smith agreed, as their main objective was pond maintenance and drainage and not wetlands.
Ms. Adams noted for the record, the District Engineer indicated that the drainage areas were considered part of the stormwater system, which may have been the reason for TM wanting to convey them, and noted the CDD had overall permitting and maintenance responsibilities with the water management district. In addition, when the community was developed, the intention was that eventually property would either be owned by the District, HOA or private property owners, as the developer did not intend to own property in perpetuity. As part of the bond documents, an Engineer's Report was prepared when the bonds were issued, identifying the eligible improvements and the responsible owner and maintenance entity for the improvements.

The wetlands were usually intended to go to the District. Mr. Smith asked if the Board could table this decision, until they had a chance to look at the area and see what compensation TM would provide. Ms. Gregory agreed but recalled when they tried to negotiate with TM on Ponds 19A and 19B, they were not willing to pay future maintenance fees. They had the right to make holes, build homes and install dry ponds, but the CDD should not have to pay for the maintenance. She did not want TM to wipe their hands of the community and walk out of it, after everything that occurred in the last 25 years, without taking any responsibility. Mr. LaRue 100% agreed. Dr. Master was in favor of denying this request, based on Mr. Clark’s recommendation and Ms. Gregory’s statement. Ms. Leo felt that it was prudent for Mr. Clark to review the original bond documents and Engineers Report, to see what obligations the District had. Ms. Gregory questioned why residents had to pay Mr. Clark for this review and preferred that TM perform the research, without involving the District and provide a document stating what the District was required to do. Mr. LaRue questioned how much research was involved. Mr. Clark estimated less than an hour. Dr. Master did not believe that TM was acting in good faith and preferred that TM come to the Board with what the CDD was legally obligated to do. Ms. Gregory agreed. After further discussion, there was Board consensus for Mr. Clark to respond to counsel for TM that the Board did not want to entertain the request for conveyance of conservation parcels within platted areas in the CDD boundaries, but if they believed that the CDD had a legal obligation for acceptance, documentation should be provided for the Board’s review.

Engineer
Acceptance of Consulting Engineer’s Report
Ms. Adams presented the Consulting Engineer's Report, which was included in the agenda package. It was required to be submitted to the Trustee as part of the Trust Indenture for the bond issue. The District Engineer was required to report on the conditions of the infrastructure and whether there was adequate funding and insurance to maintain the District's infrastructure. Ms. Leo noted that it was consistent with prior years, based on their involvement in the District throughout the year and was provided to the Trustee, before the July 1st deadline. Ms. Gregory questioned whether the 11 recreational units were included in the repayment of the bonds. Ms. Adams explained that all of the property benefitting from the improvements pays debt service and maintenance fees.

District Manager
June 2024 Financials
This item was discussed after the approval of the Check Register.

Approval of Check Register
Ms. Adams presented the Check Register for May 1, 2024 through June 30, 2024 totaling
$63,113.81, which included the detailed invoices and Check Run Summary. Dr. Master questioned why the Poinciana CDD was required to go out for bids for landscape services. Ms. Adams explained that the scope of the agreement for the Poinciana CDD was different than the Poinciana West CDD and the annual contract amount at Poinciana CDD met a threshold of
$195,000 that required a public bid process every five years. Generally, there was satisfaction with Floralawn’s level of service for Poinciana West CDD. Ms. Adams did speak with the Chair for the Poinciana West CDD at the beginning of the calendar year, to see if the Board wanted to consider a transition to the HOA landscape provider, Yardnique, or consider another landscape service provider, but at that time, there was no request to include this item on the agenda. Dr. Master confirmed that he was not interested in changing landscape providers.

June 2024 Financials (Item11Ci)
Ms. Adams presented the Unaudited Financials through the end of June 30, 2024, which were included in the agenda package. No Board action was required. Ms. Gregory questioned the maturity dates on the two Certificate of Deposits (CDs). Ms. Adams confirmed that the 12-month CD matured on October 25, 2024, according to the Investment Summary. At the September meeting, she would provide the current CD to the Board. Dr. Master recalled that one CD was renewed and monies were available in the money market account that could be used to purchase a CD. There was Board consensus for Ms. Adams to purchase a 12-month CD for $150,000, subject to Dr. Master approving the interest rate. Dr. Master voiced concern about the safety of

the principal. Ms. Adams explained that some of the surplus funds were invested with Florida Prime and was earning interest of 5.49%. Ms. Gregory investigated found out that there were promissory notes and commercial paper. Dr. Master pointed out if risk was small but if they were receiving 5.15% in the Money Market and were trying to get another .35% with Florida Prime, it was not worth the risk. Ms. Gregory requested a recess.
The meeting was recessed at 10:36 a.m. The meeting was reconvened at 10:39 a.m.

i.	Approval of Check Register
This item was discussed.

Field Manager’s Report
Field Manager’s Report
Pond Maintenance Report
Midge Management Report
Mr. Blanco presented the Field Manager, Pond Maintenance and Midge Management Reports, which were included in the agenda package. Staff conducted aquatics and midge management maintenance reviews on ponds throughout the District. The District had experienced high water levels, due to summer rain, which meant less reported algae blooms than the prior month. Along with the algae bloom treatments, the vendor was spraying back several edge grasses at most ponds and island clusters; however, Pond P16 was not up to par, due to aggressive edge grasses at both ends of the pond, but there was a plan with the vendor, to continuously spray those grasses until they were in a decayed state. Solitude representatives as well as the tech doing the spraying, were present for any questions, but 95% of the grass on that pond was now brown and they would continue to spray, until the grass was completely decayed. Field staff was picking up loose trash to help with the pond’s appearance. There were no reported midge issues. Dr. Master believed that it was due to the heat and questioned the type of trash that was picked up. Mr. Blanco stated there were several mulch bags and water bottles. Dr. Master requested that Mr. Blanco inform the landscape contractor. Mr. Blanco did not think that the landscaper was purposely throwing the bags on the ground and was probably due to the wind but would inform the HOA.

Mr. Blanco reported that GMS staff reviewed all of the landscaping throughout the District and deemed it satisfactory. Pond banks were at appropriate height levels. Dry Ponds P1, P2 and P4A were reviewed. Areas around the skimmers were higher than usual and were being addressed by Floralawn. However, there were sections of the dry pond that have not been mowed as frequently, as equipment was getting stuck in divots. These areas would be reviewed when it was drier, to see if Floralawn could address them, so they did not get overgrown like P2. Field staff identified several stormwater structures that were in need of repairs, as P2, P3 and P11 had skimmer stakes that needed to be straightened. The work was scheduled. P5 had a side skimmer panel that needed to be replaced and was ordered. P1 had trash on top of the grate, which was removed. Mr. LaRue noted that P1, P2, P8 and P15 continued to be treated for midges, but questioned why P6 was not being treated. Ms. Cherrief Jackson of Clarke Midge Control explained that some ponds had edge midges, small red blood worms around the edges and phantom edges, which come from the middle of the pond. Natular® G30 was used on ponds that had the edge ones and Strike® was used for phantom midges. P6 may not have been treated in May because it did not have a midge issue. When they were informed about an outbreak, if it was not in their contract, they would switch out one pond for another, since they could not spray every pond. Mr. LaRue requested a legend of every chemical that was used and what it was used for. Ms. Jackson would provide it to Mr. Blanco to include in the next report. Mr. LaRue questioned what they were doing to edge the ponds. Mr. Blanco stated after the last meeting, he contacted with Solitude regarding the protocol to follow moving forward, to cut edge grasses 3- to-4-feet and educating residents on edge grasses. Mr. LaRue asked if they were spraying edge grasses that exceeded 4 feet. Mr. Blanco reported as of this morning, 95% of those edge grasses were sprayed and the plan was to continuously spray them until they completely disappeared. Mr. LaRue questioned whether many ponds were overgrown. Mr. Blanco confirmed that more ponds in Poinciana were overgrown, versus Poinciana West, but there were several ponds that he was monitoring, that were exceeding the 4 feet. In the next review with Solitude, he would have them look at spraying those ponds.

Customer Complaint Log
Mr. Blanco presented the Customer Complaint Log, which was included in the agenda package.

TWELFTH ORDER OF BUSINESS	Supervisor’s Requests
There being no comments, the next item followed.

THIRTEENTH ORDER OF BUSINESS	Other Business
There being no comments, the next item followed.

FOURTEENTH ORDER OF BUSINESS	General Audience Comments
There being no comments, the next item followed.

FIFTEENTH ORDER OF BUSINESS	Next Meeting Date – September 18, 2024
Ms. Adams reported that the next meeting was scheduled for September 18, 2024 at 9:00
a.m.

SIXTEENTH ORDER OF BUSINESS	Adjournment

Secretary / Assistant Secretary	Chair/Vice Chairman

Section V

RESOLUTION 2025-01
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT DECLARING VACANCY IN SEATS 3 & 4 ON THE BOARD OF SUPERVISORS PURSUANT TO SECTION 190.006(3)(b), FLORIDA STATUTES; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Poinciana West Community Development District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

WHEREAS, on November 5, 2024, three members of the Board of Supervisors (the “Board”) were to be elected by the Qualified Electors of the District, as that term is defined in Section 190.003, Florida Statutes; and
WHEREAS, the District published a notice of qualifying period set by the Supervisor of Elections at least two (2) weeks prior to the start of said qualifying period; and
WHEREAS, at the close of the qualifying period no Qualified Electors qualified to run for Seats 3 and 4, two of the seats available for election by the Qualified Electors of the District; and

WHEREAS, pursuant to Section 190.006(3)(b), Florida Statutes, the Board shall declare such seats as vacant, effective the second Tuesday following the general election; and
WHEREAS, a Qualified Elector is to be appointed to the vacant seats within 90 days thereafter; and

WHEREAS, the Board finds that it is in the best interests of the District to adopt this Resolution declaring the seats available for election as vacant.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. The following seat is hereby declared vacant effective as of November 20, 2024:

Seat #3 (previously held by Edward Smith) Seat #4 (previously vacant)

SECTION 2. This Resolution shall become effective upon its passage.

PASSED AND ADOPTED this 20th day of November, 2024.

ATTEST:	POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT

Print Name:		Chairperson

Section VI

From: Rudy Bautista
Sent: Tuesday, September 3, 2024 12:05 PM To: Iman Sakalla <isakalla@gmscfl.com> Cc: Kathy Souza <klsouza1@outlook.com> Subject: Water POND 16
Good afternoon,
Please note that I have added the Solivita Security Chair , Katherine Souza to this email.
The Solivita Security Committee would like to get approval to install an 8-foot aluminum fence in the "red" marked areas.
This would be the first step in creating a much more secure entry at this location.
Please let Mrs. Souza or me know if you have any questions regarding this request.
Thank you,
Rudy Bautista | LCAM, Community Association Manager | Solivita Community
REALMANAGE FAMILY OF BRANDS | EVERGREEN LIFESTYLES MANAGEMENT
395 Village Drive, Suite C, Kissimmee, FL 34759
Corporate Address: 270 W Plant Street, Suite 340, Winter Garden, FL 34787
(d) 863-701-2969 | (o) 855-490-1804 | Evergreen Lifestyles Management | RealManage | Solivita  Community

Submit a Good Deed
Spotlight a Team Member! If a staff member has given you exceptional service please visit www.Evergreen- LM.com and share your feedback. Just click the “Good Deeds” tab on the toolbar.
Page 25 of 241

Section VII

Section A

 

September 10, 2024

DEWBERRY ENGINEERS INC. 800 NORTH MAGNOLIA AVENUE, SUITE 1000
ORLANDO, FLORIDA 32803
Page 29 of 241
321. 354.9656
WWW.DEWBERRY.COM
Poinciana West Community Development District ATTN: Ms. Tricia Adams
District Manager’s Oﬃce
c/o Governmental Management Services-Central Florida, LLC 219 E. Livingston St., Orlando, FL 32801

RE: Request For Qualifications for Engineering Services for the Poinciana West Community Development District
Dear Ms. Tricia Adams,
Our firm has put together a strong, focused, and experienced team to deliver each task under this contract eﬃciently and effectively. Dewberry has served as the District Engineer for over 50 Community Development Districts (CDDs) in Florida, which allows us to provide Poinciana West with the unique experience, familiarity, and understanding of the type of services that will be requested.
Our team of technical experts are qualified to meet engineering needs in all anticipated scope areas. Dewberry is authorized to do business in the state of Florida in accordance of Florida law. This team will be led by District Engineer, Rey Malavé, PE, who will be Poinciana West’s primary point of contact throughout the life of this contract. Rey has 39 years of experience serving CDDs throughout Florida, many of which have long term contracts with Dewberry. Rey will be supported by Assistant District Engineer, Joey Duncan, PE. Joey previously served as the Director of Public Works for the City of Jacksonville, and has experience providing services to a variety of CDDs, as well as meeting the level of service necessary for the Poinciana West CDD.
Dewberry’s Florida operation is backed by the resources and stability of a national firm and specializes in site/civil, environmental, utility infrastructure, transportation engineering, surveying, and land development services. Dewberry has 15 oﬃce locations and over 350 employees in Florida, allowing us to provide expertise, qualifications, and resources to clients throughout the state. Dewberry’s depth of professional resources and expertise touches every aspect of the District’s ongoing needs. Whether the District requires services to 200 acres or 10,000 acres, we offer a solid team built on past experience to efficiently address the associated scope of work, as well as the added depth of services involving engineering, environmental, surveying, and construction management for a full service approach.
Dewberry currently has no conflicts with any home builder within the Poinciana West CDD.
We have not previously worked with Poinciana West CDD and, thus, have no volume of work to report. However, we have provided demonstrable proof of our qualifications in this submittal, and we are eager for the opportunity to prove ourselves as a valuable partner to you.
It would be our privilege to serve as your District Engineer, and we are pleased to offer our qualifications for engineering services to help advance and expand the Poinciana West CDD’s long-term needs.
Sincerely,

Rey Malavé, PE
Associate Vice President
321.354.9656 | rmalave@dewberry.com
Joey Duncan, PE
Principal Engineer
904.423.4935 | jduncan@dewberry.com

2

CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)
Request for Qualifications for Engineering Services for Poinciana West Community Development District
(Polk County, FL)

ARCHITECT-ENGINEER POINT OF CONTACT

NAME AND TITLE
Rey Malavé, PE

NAME OF FIRM
Dewberry Engineers Inc.

6. TELEPHONE NUMBER
321.354.9656	7. FAX NUMBER
N/A	8. EMAIL ADDRESS
rmalave@dewberry.com	
PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

	(Check)	
9. FIRM NAME	
10. ADDRESS	
11. ROLE IN THIS CONTRACT				
	PRIME	J-V PARTNER	SUBCON- TRACTOR					

a.	

X			

Dewberry Engineers Inc.	800 North Magnolia Avenue, Suite 1000
Orlando, FL 32803	District Engineer
Senior Roadway Engineer
Senior Structural Engineer
Site/Civil Graduate Engineer
Senior Environmental Scientist
Permitting Manager
Senior Surveyor
Senior Architect		
				X	CHECK IF BRANCH OFFICE			

b.	
X			Dewberry Engineers Inc.	200 West Forsyth Street, Suite 1100
Jacksonville, FL 32202	Assistant District Engineer
Construction Inspector		
				X	CHECK IF BRANCH OFFICE			

c.	
X			
Dewberry Engineers Inc.	1479 Town Center Drive Suite D214
Lakeland, FL 33803	Senior Site Engineer
Senior Stormwater Engineer
Senior GIS Professional		
				X	CHECK IF BRANCH OFFICE			

d.	
X			Dewberry Engineers Inc.	203 Aberdeen Parkway Panama City, FL 32405	Senior Utility Engineer		
				X	CHECK IF BRANCH OFFICE			

e.	
X			Dewberry Engineers Inc.	2610 Wycliff Road, Suite 410
Raleigh, NC 27607	Senior Landscape Architect		
				X	CHECK IF BRANCH OFFICE			

ORGANIZATIONAL CHART OF PROPOSED TEAM

POINCIANA WEST CDD

DISTRICT MANAGER
Tricia Adams

DISTRICT ENGINEER
Rey Malavé, PE
ASSISTANT DISTRICT ENGINEER
Joey Duncan , PE

ENGINEERING TEAM	ADDITIONAL SERVICES
TRANSPORTATION
Joe Keezel, PE
Senior Roadway Engineer
Marybeth Morin, PE
Senior Structural Engineer
SITE/CIVIL
Alba Más, PE
Senior Site Engineer Chace Arrington, EI Site/Civil Graduate Engineer UTILITIES
Jose Pereira, PE
Senior Utility Engineer
STORMWATER MANAGEMENT
Jeff PeQueen, PE
Senior Stormwater Engineer
ENVIRONMENTAL
Nicole Gough, PWS, CNRP
Senior Environmental Scientist
PERMITTING
Lisa A. Kelley, JD
Permitting Manager
SURVEY
William Hinkle, PSM
Senior Surveyor
CONSTRUCTION ADMINISTRATION
Ross Burns
Construction Inspector
LANDSCAPE ARCHITECTURE/ PLANNING
Michael Urchuk, RLA
Senior Landscape Architect
MAPPING
Aziza Baan, GISP
Senior GIS Professional
ARCHICTURE
Zulay Marti, RA
Senior Architect
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Rey Malavé, PE	13. ROLE IN THIS CONTRACT
District Engineer	14. YEARS EXPERIENCE		
		a. TOTAL
46	b. WITH CURRENT FIRM
45	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Rey Malavé has 46 years of experience in civil engineering design and a diversified background in the designing and permitting of municipal infrastructure systems. His areas of expertise includes stormwater management systems, sanitary sewage collection systems, water distribution systems, and site development. He has managed and participated in the planning and designing of numerous large, complex projects for public and private clients. He has extensive knowledge of permitting requirements and
has developed a rapport with permitting agencies, including the Florida Department of Environmental Protection (FDEP), Florida Department of Transportation (FDOT), Southwest Florida Water Management District (SWFWMD), and other local agencies.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Dowden West CDD
(Orange County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Dowden West is an established CDD with multiple phases currently under development and construction. Dewberry is currently assisting the CDD with multiple improvements conveyances from the developer to the CDD and from the CDD to the County. Dewberry is also assisting the water management district in permitting transfers, and the transfer of sewer lift stations to Orange County.			

b.	(1) TITLE AND LOCATION (City and State)
Westside Haines City CDD
(Winter Haven, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. The Westside Haines City CDD is 613.43 acres located in Winter Haven, Florida, and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/amenity areas, parks, and associated infrastructure for the various villages. Dewberry is the CDD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permiting, recreational facilities, and infrastructure review reports.			

c.	(1) TITLE AND LOCATION (City and State)
Deer Run CDD
(Bunnell, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors. Specific assignments include planning, preparing reports and plans, surveying designs, and specifications for water management systems and facilities, water and sewer systems and facilities, roads, landscaping, recreational facilities, and street lighting.			

d.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts.
Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Joey Duncan, PE	13. ROLE IN THIS CONTRACT
Assistant District Engineer	14. YEARS EXPERIENCE		
		a. TOTAL
42	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Jacksonville, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Joey brings 42 years of progressive leadership experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction of water and power infrastructure. He previously served as Director of Public Works for the City of Jacksonville, the largest city by land mass in the United States. In this role, he oversaw seven divisions responsible for horizontal and vertical public infrastructure across 840 square miles, with a total capital and operating budget of $1 billion. In 2008, he guided the launch of the Jacksonville Stormwater Utility, which effectively
created a new operating division with its own capital improvement plan and $30 million in revenue. He has also served in varying management roles at JEA, Jacksonville’s utility authority, where he notably led the planning, design, and construction of the $630 million Northside Generating Station Repowering Project, recognized by Power magazine as the 2002 Plant of the Year.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Baymeadows Improvement District (ID)
(Duval County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Baymeadows Improvement Districts an incorporated 580-acre master planned community located on Florida’s First Coast in the City of Jacksonville, Florida. As the CDD Engineer for the Improvement District, Dewberry’s services include engineering, surveying, permitting, owner coordination with the Citiy’s review, and approval of construction activities. Dewberry’s services also include water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, review and upgrades, coordination of traffic issues oversight
of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.			

b.	(1) TITLE AND LOCATION (City and State)
National Marine Center Drainage Design, Department of Homeland Security (DHS) Customs & Border Control (CBP), (St. Augustine, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Engineer of Record. The project consists of a design-build effort to improve the drainage condition for the government buildings within the existing facility. Project includes topographic survey of approximately 10 acres surrounding the facility to ascertain current drainage conditions, demolition, erosion and sediment control plan, site layout plan, civil construction plans and specifications.			

c.	(1) TITLE AND LOCATION (City and State)
Reuse and Stormwater Improvements, City of Jacksonville Beach
(Duval County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
2021	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	QA/QC Engineer and Field Engineer. Project is to increase volume of reuse water used for irrigation from the Jacksonville Beach and minimize/eliminate use of ground water for irrigation. Project includes increase storage volume on several golf course ponds, new irrigation system/layout (golf course) and piping to extend irrigation to other parks.			

d.	(1) TITLE AND LOCATION (City and State)
Governor’s Park Water Treatment Plant, Clay County Utility Authority (CCUA)
(Clay County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	CEI QA/QC. This fast-track project is to provide potable water supply and treatment to serve new development in the county near Green Cove Springs. The project includes design and construction of two 20-inch water supply wells rated for 1,770 gpm each, with modification of the existing Consumptive Use Permit, aquifer performance testing and construction services during drilling. The Interim WTP includes design of the well head equipment, aeration, ground storage, high service pumping, flow metering, and disinfection			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Joe Keezel, PE	13. ROLE IN THIS CONTRACT
Senior Roadway Engineer	14. YEARS EXPERIENCE		
		a. TOTAL
28	b. WITH CURRENT FIRM
8	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Joe Keezel has more than 27 years of experience designing major transportation systems and thoroughfares, working primarily on FDOT projects. He has managed several major highway projects, including a capacity project that widened a rural four-lane state highway to an urban six-lane section, replaced twin bridges, and updated drainage, signing, pavement markings, and signals. He was Project Manager for two districtwide contracts and prepared construction documents for more than 10 resurfacing, restoration, and rehabilitation projects ranging from two-lane rural to multi-lane urban. Joe also prepared several designs with limited surveys using as-built plans, right-of-way (ROW) maps and SLD’s, and prepared several projects with SMART plans and letter sets, all of which have been constructed with no claims.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.			

b.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.			

c.	(1) TITLE AND LOCATION (City and State)
Continuing Engineering Services, Roadway Design, FDOT District Five
(Multiple Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Through our continuing services contract with District Five, Dewberry’s task work orders included intersection improvements, resurfacing, lighting, signalization, and all tasks associated with highway design projects. Our traffic design services included signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design, and traffic studies.			

d.	(1) TITLE AND LOCATION (City and State)
General Engineering Consultant, Central Florida Expressway Authority (CFX)
(Multiple Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. Dewberry currently serves as a general engineering consultant to the CFX. In order to support the delivery of CFX’s $3.2 billion, five-year work plan, the scope of services that Dewberry is performing as the general engineering consultant are categorized into seven tasks: bond financing support, engineering/design support, planning support, maintenance program support, general planning, work plan support, and multimodal/transit support.			

e.	(1) TITLE AND LOCATION (City and State)
Continuing Engineering Services, Volusia County
(Volusia County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Transportation Project Manager. Under our continuing services contracts, our services include site/civil engineering, roadway design, trail design, construction administration, environmental/permitting, landscape architecture, signal design, and surveying and mapping.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Marybeth Morin, PE	13. ROLE IN THIS CONTRACT
Senior Structural Engineer	14. YEARS EXPERIENCE		
		a. TOTAL
28	b. WITH CURRENT FIRM
26	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Marybeth Morin has 28 years of experience in the structural design of transportation structures. She is responsible for the design and plan production of projects from the preliminary stages to final design. These projects include minor grade separations, water crossings, and interchanges. She has experience in AASHTO and Florida I-Beam girders, precast-prestressed slab units, and steel I-girders. She also has experience in alternatives development, design-build work, and miscellaneous structures. Miscellaneous structures include sign structure, mast arm, noise buffer and retaining wall, box culvert, and strain pole foundation design.
Marybeth is responsible for project design, coordination, and plan production.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2019	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. Live Oak Lake CDD is a multi-phased, active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center. Marybeth was responsible for the design and overseeing the construction of the vehicular bridge that crosses the existing Bullis Road, connecting the northern pool and amenity area with the remainder of the development. The bridge is a single-span FIB-36 with spread footing, which reduces vibration and cost, MSE walls with concrete drainage ditch, and splash pads for run-off. The bridge utilizes a custom railing with stone veneer, architectural finishes, and custom planters for a high-level aesthetic result.			

b.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.			

c.	(1) TITLE AND LOCATION (City and State)
Wekiva Parkway, Central Florida Expressway (CFX)
(Orange County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. The Wekiva Parkway (SR 429) is an alignment, high-speed, limited access alignment in northwest Orange County. Segment 203 extends from just north of Ponkan Road to north of Kelly Park Road, a distance of approximately 2.2 miles. The project included bridge structures over the Lake Victor floodplain, a future access road, and Kelly Park Road. A partial cloverleaf interchange was provided at Kelly Park Road. The project included modifications to several local arterials and off-site stormwater management facilities.			

d.	(1) TITLE AND LOCATION (City and State)
Suncoast Parkway 2, Section 2, FDOT Florida Turnpike Enterprise,
(Citrus County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. This section of the Suncoast Parkway 2 Project was for the design of a new roadway located from south of Grover Cleveland Boulevard to north of CR 486, a distance of approximately 8.5 miles. This alignment project included a major intersection and several county road crossings traversing through heavily wooded areas, borrow pits, and subdivisions. Marybeth was responsible for bridge design and plans production.			

e.	(1) TITLE AND LOCATION (City and State)
Big Bend Road at I-75 Interchange Design-Build
(Hillsborough County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2021	CONSTRUCTION (If applicable)
2022	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Teamed with Skanska on this $81M design-build project, which involved the widening and reconstruction of Big Bend Road to a six-lane urban roadway from west of Covington Garden Drive to east of Simmons Loop, realignment and reconstruction of Old Big Bend Road to accommodate new interchange ramp connections with I-75, and construction of a new roundabout at the realigned intersection of Old Big Bend Road and Bullfrog Creek Road.			

12. NAME
Alba Mas, PE	13. ROLE IN THIS CONTRACT
Senior Site Engineer	14. YEARS EXPERIENCE	
		a. TOTAL	b. WITH CURRENT FIRM
38	5	
FIRM NAMEAND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree andSpecializaOon)
BS/Civil Engineering; BA/Landscape Architecture

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Professional Engineer/FL

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Alba has worked in Florida with the public and private sectors on stormwater, water supply, land planning, and development projects. She has significant experience in permitting, design, and project management. Alba worked for 30 years at Southwest Florida Water Management District (SWFWMD) in the regulatory division starting in the ERP program and culminating as the Division Director for all the District Regulatory Programs. In these roles, she worked on resolution of complex permitting issues and rule development for the ERP and CUP programs as well as reducing review time frames.

19 RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City andState)
McIntosh Park, City of Plant City/SWFWMD, Plant City, FL (Hillsborough County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable}
Est. 2026	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm		
	Executive Engineer. The McIntosh Integrated Water Project at McIntosh Preserve expands upon a previous SWFWMD project and provides the beneficial reuse of reclaimed water in lieu of surface water discharge. The project includes 172 acres of multi-purpose constructed treatment wetlands. To address the dehydration experienced by the original treatment wetland and increase treatment, this project reconfigures the original wetland cells, adds additional treatment wetlands, and includes the addition of highly treated reclaimed water for hydration of some of the wetlands. The new wetlands cells receive supplemental, make-up water from Plant City's reclaimed water system during dry periods.			

b.	(1) TITLE AND LOCATION (City andState)
Lake Annie Hydrological Restoration Feasibility Study, Polk Co. Parks & Natural Resources
(Polk Countv. FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2021-Ongoing	CONSTRUCTION (If applicable}
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm		
	Executive Engineer. The Dewberry team performed a watershed management study of the Peace Creek Canal. One of the alternatives identified in this report was to divert high flows from the Peace Creek Canal through a series of previously excavated areas to Lake Annie. These excavations could be constructed as created flow-through wetlands to improve habitat and provide water quality treatment while also providing other project benefits, including water storage and increased water levels in Lake Annie to meet the MFL. This project requires land acquisition or conservation easements to allow piped or channelized flow to reach the created wetlands and Lake Annie.			

C.	(1) TITLE AND LOCATION (City andState)
Saddle Creek, Polk County Parks and Natural
Resources/SWFWMD
(Polk Countv. FU	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If appllcable}
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm		
	Executive Engineer. Dewberry conducted a feasibility study as part of a cooperatively funded project to update Saddle Creek conceptual alternatives based on more recent data and assess potential water quality improvements that can
be achieved by developing offline water treatment best management practices (BMPs) within the floodplain. Based on direction from the County, the development of conceptual alternatives needed to rely on gravity and could not contain any mechanical pumping or chemical treatment, two common engineering and scientific approaches to maximizing treatment efficiencies to reduce pollutant loadings.			

d.	(1) TITLE AND LOCATION (City andState)
Turnpike Wastewater Treatment Facility Wastewater
Capacity Study & Expansion Design, City of Leesburg (Lake Countv. FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable}
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm		
	Executive Engineer. Dewberry provided services to determine the capacity needed for the next twenty years and
designed the upgrades needed to accommodate the new capacity. Ms. Mas was the lead engineer on the civil design and coordination with the Florida Department of Environmental Protection to obtain an Environmental Resource Permit for the existing and proposed future upgrades.			

12. NAME
Chace Arrington, El	13. ROLE IN THIS CONTRACT
Site/Civil Graduate Engineer	14. YEARS EXPERIENCE	
		a. TOTAL	b. WITH CURRENT FIRM
1	1	
FIRM NAMEAND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree andSpecializaOon)
BS/Computer Engineering

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Engineering Intern/FL

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Chace specializes in utility engineering with a focus on water and wastewater. He also holds expertise in both civil and electrical work. Prior to joinging Dewberry's Uitlity Management Team, he held positions in computer engineering.

19 RELEVANT PROJECTS					

a.	(1) TITLE AND LOCATION (City andState)
Westside Haines City COD
(Winter Haven, FL)	(2) YEAR COMPLETED			
		PROFESSIONAL SERVICES
Ongoing	!	CONSTRUCTION (If appllcable}
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm			
	Site/Civil Engineer Intern. The Westside Haines City COD is 613.43 acres located in Winter Haven, Florida, and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/ amenity areas, parks, and associated infrastructure for the various villages. Dewberry is the COD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permiting, recreational facilities, and infrastructure review reports.				

b.	(1) TITLE AND LOCATION (City andState)
Highland Meadows COD
(Davenport, FL)	(2) YEAR COMPLETED			
		PROFESSIONAL SERVICES
Ongoing	!	CONSTRUCTION (If applicable}
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm			
	Site/Civil Engineer Intern. Highland Meadows is a 263.5-acre master planned, residential community with development of 222 single family units. The community consists of COD owned roadways, stormwater ponds and conservation areas. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements.				

C.	(1) TITLE AND LOCATION (City andState)
Deer Run COD
(Bunnell County, FL)	(2) YEAR COMPLETED			
		PROFESSIONAL SERVICES
Ongoing	!	CONSTRUCTION (If appllcable}
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm			
	Site/Civil Engineer Intern. Dewberry serves as the current District Engineer for this +/- 602 acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors.				

d.

e.	(1) TITLE AND LOCATION (City andState)
Dowden West COD
(Orange County, FL)	(2) YEAR COMPLETED			
		PROFESSIONAL SERVICES
Ongoing	!	CONSTRUCTION (If appllcable}
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm			
	Site/Civil Engineer Intern. Dowden West is an established COD with multiple phases currently under development and construction. Dewberry is currently assisting the COD with multiple improvements conveyances from the developer to the COD and from the COD to the County. Dewberry is also assisting the water management district in permitting transfers, and the transfer of sewer lift stations to Orange County.				
	(1) TITLE AND LOCATION (City andState)
VillaSol COD
(Osceola County, FL)	(2) YEAR COMPLETED			
		PROFESSIONAL SERVICES
Ongoing	!	CONSTRUCTION (If appllcable}
NIA	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE	XI Check if project performed with current firm			
	Site/Civil Engineer Intern. As District Engineer, Dewberry's services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities, street lighting, and inspection services. Dewberry assisted the district in instituting a proactive program for infrastructure inspection and repair to mitigate the rising cost of performing emergency repairs caused by a reactive approach.				
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)					
12. NAME
Jose Pereira, PE	13. ROLE IN THIS CONTRACT
Senior Utility Engineer	14. YEARS EXPERIENCE			
		a. TOTAL
35	b. WITH CURRENT FIRM
31		
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Panama City, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Jose Pereira has 35 years of professional experience in the field of environmental engineering, including the design of water treatment and wastewater collection, pumping, and treatment facilities; pilot-scale and laboratory-scale treatabilities studies; and water and wastewater wet chemistry analysis. He has been actively engaged in the planning, design, construction engineering, and start-up services for numerous municipal wastewater treatment collection, pumping, and treatment systems. Many of these facilities have included innovative treatment processes such as nitrification, de-nitrification, bio-selectors, and other biological nutrient removal. To accommodate new developments, Jose has planned and designed entire wastewater collection systems that have included interceptor sewers up to 72 inches in diameter, wastewater pumping facilities, and in-system flow equalization storage basins as large as 16 million gallons.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Lakewood Ranch is an unincorporated 17,500-acre community in Manatee County. Established in 1995, there is an 8,500-acre master planned community within it, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with the City/County, and approval of all development and construction activities.			

b.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.			

c.	(1) TITLE AND LOCATION (City and State)
Highway 390 Water/Wastewater Relocation, Panama City Beach
(Panama City Beach, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. The Panama City Water and Wastewater System Relocation Project included the relocation of the
city-owned utilities that conflicted with the proposed improvements to tie into the proposed utilities for the FDOT Highway 390 Widening Project. The City was required to relocate its water and wastewater infrastructure due to the FDOT Highway 390 widening project. The project included the installation of approximately 4,400 linear feet (LF) of 12 -, 8-, 6- and 2-inch water mains, fire hydrants, valves, fittings, and new potable water services.			

d.	(1) TITLE AND LOCATION (City and State)
Wastewater Improvements, City of Parker
(Parker, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2017	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Dewberry worked with the City of Parker to inspect the city’s existing wastewater system’s condition and identify areas that required upgrades and replacement. Dewberry prepared a Facilities Plan with recommendations, projected costs, and priorities for improvements and assisted the City in securing funds through the SRF. The work consisted of design for approximately 7,000 LF of sewer force main replacement, 2,450 LF of directional bores, lift station upgrades, and manhole rehabilitation.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Jeff PeQueen, PE, CFM	13. ROLE IN THIS CONTRACT
Senior Stormwater Engineer	14. YEARS EXPERIENCE		
		a. TOTAL
32	b. WITH CURRENT FIRM
1	
FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Lakeland, FL)
EDUCATION (Degree and Specialization)
MS/Biomedical Engineering; MEE/Environmental Engineering; BS/Physics

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Engineer/FL/AL/GA/MD/PA; Certified Floodplain Manager/FL; Certified Professional Stormwater Quality/FL
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
As a senior professional engineer, Jeff has more than 31 years of experience in site and civil engineering. His extensive experience includes stormwater analysis and design of commercial, industrial, and residential sites including both retrofits and original design and development. His project experience ranges from individual storm sewer design to regional watershed studies. Jeff has provided on-call services for both Polk County Parks and Natural Resource and Roads & Drainage Departments, as well as a long history servicing the City of Lakeland. He has managed jointly funded projects between SWFWMD, municipalities, and surrounding counties. Further experience includes engineering and production services for assessing existing structures, proposed road improvements, proposed drainage improvements, permitting support, construction support, and as-built services for the right-of- way improvements.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
McIntosh Park, Detailed Design Plans, City of Plant City with SWFWMD
(Plant City, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Provided technical assistance on the McIntosh Integrated Water Project at McIntosh Preserve expands upon a previous SWFWMD project and provides the beneficial reuse of reclaimed water in lieu of surface water discharge. The project includes 172 acres of multi-purpose constructed treatment wetlands. To address the dehydration experienced by the original treatment wetland and increase treatment, this project reconfigures the original wetland cells, adds additional treatment wetlands, and includes the addition of highly treated reclaimed water for hydration of some of the wetlands. The new wetlands cells receive supplemental, make-up water from Plant City’s reclaimed water system during dry periods.			

b.	(1) TITLE AND LOCATION (City and State)
Cypress Creek, Conceptual Enterprise Resource Planning (ERP), Tampa Bay Water Authority
(Pasco County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Provided technical assistance on this project which included Water Management Plan, and the Development of a Master Drainage Plan, including a detailed existing and proposed conditions model, to obtain a comprehensive for the 62-acre facility.			

c.	(1) TITLE AND LOCATION (City and State)
American Recovery Plan (ARPA) Lake Annie, Polk County Parks and Natural Resources
(Polk County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Providing lead civil and stormwater engineering to project to enhance, improve and restore a former peat mining property into a high quality wetland providing water quality and wildlife benefits. Site was identified under an earlier study as one with high potential to assist in the overall Peace Creek Watershed Restoration.			

d.	(1) TITLE AND LOCATION (City and State)
ARPA Lake Hamilton, Polk County Parks and Natural Resources
(Polk County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Providing lead civil and stormwater engineering to project to enhance, and improve approximately 86 acres on the west shore of Lake Hamilton. The project is near to the headwater of the Peace Creek Canal and will include environmental enhancement, wetland creation, water quality improvement and habitat creation on two currently undeveloped parcels. Site was identified under an earlier study as one with high potential to assist in the overall Peace Creek Watershed Restoration.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Nicole Gough, PWS	13. ROLE IN THIS CONTRACT
Senior Environmental Scientist	14. YEARS EXPERIENCE		
		a. TOTAL
26	b. WITH CURRENT FIRM
8	
FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
BS/Parks and Recreation/Resource Management, Specialization in NPS Level II Law Enforcement

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Wetland Scientist/FL Certified Prescribed Burn Manager/FL; Certified Pesticide Applicator/FL; Certified Stormwater Management Inspector; Railroad Worker’s Safety Certified; Federal Red Card
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Nicole Gough has 26 years of experience in project management related to ecological evaluation, planning, permitting, and oversight of regional transportation and infrastructure projects, large agricultural projects, and land development. Nicole previously served as a wetlands biologist and regulatory reviewer for both the South Florida Water Management District (SFWMD) and SJRWMD. While working with both private and public entities, Nicole has garnered extensive permitting experience in all aspects of federal, state, and local permitting, including the National Pollutant Discharge Elimination System (NPDES). Additional expertise includes threatened and endangered species surveys, wetland determinations, biology, botany, conservation biology, ecology, emergency management, Endangered Species Act compliance for Letter of Map Revision (LOMR)/Conditional Letter of Map Revision (CLOMR), GIS data collection and mapping, preparation of technical specifications and contract documents, and stakeholder coordination/facilitation.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Narcoossee CDD
(Orlando, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. The Narcoossee CDD is located in Orlando, Florida, and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and office space. The Narcoossee CDD encompasses the entire 416 acres and will construct, operate, and maintain infrastructure to support all of its communities. As the CDD Engineer, our services include engineering evaluations, owner coordination with the City of Orlando and Orange County, and approval of all development and construction activities.			

b.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center located just off of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-foot duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/ permitting, landscape/hardscape design, assistance with the City master upsizing agreements, and construction administration.			

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.			

d.	(1) TITLE AND LOCATION (City and State)
Walton Development, Ridgewood Lakes
(Polk County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2013	CONSTRUCTION (If applicable)
2017	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Environmental Scientist. Ridgewood Lakes is a proposed community of over 3,200 acres located in northeast Polk County, Florida, off US 27 and Interstate 4 and within the District’s boundaries. The development plan was designed based on careful analysis of natural site features, including soils, topography, vegetation, and hydrology, with special consideration for wetlands and the preservation of existing ecosystems.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Lisa A. Kelley, JD	13. ROLE IN THIS CONTRACT
Permitting Manager	14. YEARS EXPERIENCE		
		a. TOTAL
28	b. WITH CURRENT FIRM
2	
FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
JD/Barry University School of Law; BS/University of West Florida Environmental Resources Management and Planning

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Licensed Attorney State Bar/FL
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Lisa is a subject matter expert in regulatory compliance and environmental policy. She serves as a Department Manager
at Dewberry where she is responsible for efforts related to business development, policy and legislation, project funding, environmental permitting, and natural systems restoration. Lisa has worked on environmental projects in Florida for almost 30 years and is experienced in leading state and federal regulatory compliance programs, including Florida’s Lead and Copper program . Her experience also includes serving as the Assistant Executive Director of the SJRWMD and the Assistant District Director for the Central District of the FDEP. During this time, she developed a deep understanding of the unique parameters and challenges presented by regulatory requirements.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Cascades at Groveland CDD (Groveland, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Dewberry is the CDD engineer for the Cascades at Groveland, a 752-acre master planned, residential community located in Groveland in Lake County. In addition to aiding the CDD with engineering expertise as required, our services under ongoing general engineering contracts have included a utilities master plan, obtaining entitlements and approvals for infrastructure, mass grading, design and permitting of water and sanitary sewer lines, securing bonds for the drainage system, design and construction of new roadways, and improvements to existing roadways.			

b.	(1) TITLE AND LOCATION (City and State)
Highland Meadows CDD
(Davenport, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Highland Meadows is a 263.5-acre master planned, residential community. The development is approved as a planned development for 222 single-family unit community. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements.
We have assisted in the bidding and construction of the many infrastructure facilities within the community. Dewberry is the CDD Engineer for this project. Our services include civil engineering, construction estimates and administration,
coordination of environmental, jurisdictional lines and permitting, due diligence, permitting, planning, landscaping plans, and surveying.			

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. There is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch
has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
William Hinkle, PSM	13. ROLE IN THIS CONTRACT
Senior Surveyor	14. YEARS EXPERIENCE		
		a. TOTAL
44	b. WITH CURRENT FIRM
17	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
William Hinkle, a Transportation Survey Project Manager with Dewberry, has over 43 years in various types of surveying and mapping, including over 19 years with the Florida Department of Transportation (FDOT) in District One. His experience includes right-of-way maps, right-of-way control maps, mitigation site surveys, geodetic surveys, design surveys, right-of-way surveys, subsurface utility engineering surveys, and horizontal and vertical control, including utilization of electronic field book, topographic, and construction surveying. William served as District One’s Location Surveyor for six years, where his responsibilities included managing three to four District-Wide Surveying and Mapping Contracts, planning, scheduling, supervising, and quality control of 45 plus or minus projects yearly of various right-of-way and design surveys. He supervised and coordinated assignments of the Survey Department’s Electronic Survey section and the engineering/land surveying assignments of two to four Department field survey crews.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Dowden West CDD
(Orlando, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Dowden West is a 736-acre master planned residential community consisting of 1,446 residential units and divided into 10 villages. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.			

b.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities and a community amenity center located just off of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-feet duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master upsizing agreements, and construction administration.			

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts.
Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.			

d.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Ross Burns	13. ROLE IN THIS CONTRACT
Construction Inspector	14. YEARS EXPERIENCE		
		a. TOTAL
3	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Jacksonville, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Ross has three years of experience in planning and design of site engineering for industrial parks, commercial, municipal, and residential developments. Specializes in water and wastewater design from inception to construction. Duties include the preparation of construction plans, specifications, construction cost estimates, and construction administration/observation. Responsible for the preparation and submittal of construction and operating permit applications to state and federal regulatory agencies.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Water Transmission, Gulf County
(Gulf County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. This project is to provide potable water supply to serve the Gulf County area. The project includes design and construction of 18-inch and 12-inch transmissions mains, a 1.0 million gallon pre-stressed ground storage tank, a chemical feed system, and a high service distribution pump station. This includes design of the ground storage, high service pumping, flow metering, and disinfection.			

b.	(1) TITLE AND LOCATION (City and State)
Governor’s Park Water Treatment Plant, Clay County Utility Authority (CCUA)
(Clay County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer/Construction Inspector. This fast-track project is to provide potable water supply and treatment to serve new development in the county near Green Cove Springs. The project includes design and construction of two 20-inch water supply wells rated for 1,770 gpm each, with modification of the existing Consumptive Use Permit,
aquifer performance testing and construction services during drilling. The Interim WTP includes design of the well head
equipment, aeration, ground storage, high service pumping, flow metering, and disinfection.			

c.	(1) TITLE AND LOCATION (City and State)
Regulatory Compliance Surface Water Discharge Elimination, City of Jacksonville Beach, FL
(St. Johns County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer/Construction Inspector. This scope of services updates the existing reuse master plan and identifies beneficial reuse alternatives for the City to achieve compliance with Florida’s Senate Bill 64, which requires the elimination of non-beneficial surface water discharges from domestic wastewater facilities by 2032.			

d.	(1) TITLE AND LOCATION (City and State)
COJB PCP Permit Renewal, City of Jacksonville Beach, FL
(St. Johns County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Construction Inspector. Conducted a field site visit to evaluate the physical condition of the the facility. Evaluated treatment efficiencies and identified performance trends. Evaluated the Operations and Maintenance program and identified problems, treatment deficiencies and corrective actions. Produced an Operation and Maintenance Performance Report to submit with the permit renewal application.			

e.	(1) TITLE AND LOCATION (City and State)
CDBG-DR Mitigation Engineering, City of Bristol
(Liberty County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Served as project engineer for the development of construction drawings and technical specifications for 1,640 LF of 6” water main, including isolations valves and fire hydrants. Design of approximately 1,640 LF of 6” PVC AAWA C900, DR 18 water main and associated isolations valves, fire hydrants to replace existing 2” galvanized steel pipe. The new 6” water line will improve water supply and reliable pressure to existing customers and as well as future users along Clay Street 900 watermain.The plans were completed in September 2023 and FDEP permit obtained soon after.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Michael Urchuk, RLA	13. ROLE IN THIS CONTRACT
Senior Landscape Architect	14. YEARS EXPERIENCE		
		a. TOTAL
34	b. WITH CURRENT FIRM
8	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Raleigh, NC)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Michael Urchuk has 34 years of experience and has a varied background in landscape architecture and planning. As a Project Manager, he is responsible for coordination across design disciplines and acts as a liaison between the owner, design team, and contractor. He is also responsible for coordinating design efforts and project submittals. Michael’s experience as a landscape architect includes retail office, residential, mixed-use, streetscapes, and recreational uses, as well as hardscape and irrigation design. Hardscape designs include corporate plazas, streetscapes, fountains, amenity areas for multi-family projects, and urban plazas. Michael also provides construction administration services on multiple levels including shop drawings and RFI reviews, field reports, final punch lists, and on-site project coordination meetings.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities and a community amenity center located just off of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-feet duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master upsizing agreements, and construction administration.			

b.	(1) TITLE AND LOCATION (City and State)
VillaSol CDD
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. As District Engineer, Dewberry’s services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities, street lighting, and inspection services. Dewberry assisted the district in instituting a proactive program for infrastructure inspection and repair to mitigate the rising cost of performing emergency repairs caused by a reactive approach.			

c.	(1) TITLE AND LOCATION (City and State)
Narcoosee CDD
(Orlando, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. The Narcoossee CDD is located in Orange County, Florida, and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and office space. Michael worked on the expanding of existing decorative walls along Dowden Roadway, as well as landscaping review.			

d.	(1) TITLE AND LOCATION (City and State)
Lancaster Park East
(St. Cloud, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. This project consists of 461 single family units and community facilities. Dewberry was tasked with designing and permitting the site layout, stormwater management facilities, utilities, grading, drainage, easement
vacations, Federal Emergency Management Agency (FEMA), CLOMR, and LOMR approvals. Dewberry provided planning and entitlements, landscape/hardscape design, site/civil engineering, and construction administration.			

e.	(1) TITLE AND LOCATION (City and State)
Roadway Operations Facility, CFX
(Orlando, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. As the General Engineering Consultant to CFX, Dewberry has provided both architectural and civil engineering services for the CFX Roadway Operations Facility. The new facility includes a 6,500 square foot office building, fueling station, small vehicle maintenance bays, warehouse, three enclosed storage buildings totaling 23,000 square feet, and a laydown yard.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Aziza Baan, GISP	13. ROLE IN THIS CONTRACT
Senior GIS Professional	14. YEARS EXPERIENCE		
		a. TOTAL
18	b. WITH CURRENT FIRM
2	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Lakeland, FL)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Aziza serves as a GIS lead and a water resources geospatial scientist with 16 years of experience. She manages GIS tasks and
is proficient in working with GIS in environmental, water resources, and civil disciplines. She specializes in stream and wetland restoration planning and design, watershed modeling, geospatial database design, mobile applications, floodplain mapping, mining reclamation, land use planning, environmental permitting, environmental risk assessments, terrain processing, and spatial and volumetric analysis. Her software proficiency includes ArcGIS Advanced, ArcGIS PRO, ArcHydro, ArcGIS Collector, ArcGIS Online, Survey123, Trimble GPS, X-Tools, ET Geowizards, CrossView, Feature Analyst, Microsoft Access, Sigma Plot, and MIKE 11 GIS. Aziza has also provided GIS training staff of various GIS experience levels.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
Continuing Services, Volusia County
(Volusia County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Under our continuing services contract, Dewberry provides site/civil engineering, roadway design, trail design, coastal design services, construction administration, environmental/permitting service, landscape architecture, signal design, and surveying and mapping.			

b.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch, Stewardship District
(Sarasota and Manatee County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Dewberry is currently performing engineering services for the Lakewood Ranch Stewardship District. Our services include engineering, surveying, and construction administration. These services include the design, permitting, and construction administration of over two miles of roadway.			

c.	(1) TITLE AND LOCATION (City and State)
Cypress Creek Master Drainage Plan, Tampa Bay Water Authority
(Wesley Chapel, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Development of a master drainage plan including a detailed existing and proposed conditions model, to obtain a comprehensive ERP for the 62-acre facility.			

d.	(1) TITLE AND LOCATION (City and State)
NeoCity Property Development, Osceola County
(Osceola County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. This ±540-acre institutional and commercial development serves as a regionally significant surface water reservoir system for water detention, treatment, and re-use to service the surrounding urbanized area. Dewberry is responsible for leading the permitting of the development from pre-design surveys through securing permits including authorization to impact over 225 acres of USACE jurisdictional wetlands, and an additional 4 acres previously utilized for USACE wetland mitigation. Protected Species coordination involved snail kite, wood stork, indigo snake, Audubon’s crested caracara and gopher tortoise.			

e.	(1) TITLE AND LOCATION (City and State)
West Villages Improvement District
(Sarasota County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Dewberry acts in the general capacity of District Engineer and provides the District engineering services including but not limited to attendance at Board, staff, and other meetings; participation in the District’s issuance of new and maintenance of existing financing; monitoring the District projects; overseeing construction and/or acquisition activities; preparation of certifications, documents, and reports in furtherance of District engineering activities.			
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)				
12. NAME
Zulay Marti, RA	13. ROLE IN THIS CONTRACT
Senior Architect	14. YEARS EXPERIENCE		
		a. TOTAL
19	b. WITH CURRENT FIRM
4	
FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
BArch/Architecture; MA/Special Education, Assessment and Curriculum

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Architect/FL/GA/MD/VA
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Zulay is an experienced Senior Architect and Project Manager with extensive knowledge in building design, space planning, construction drawings, and construction administration. Throughout her 16-year architectural career, she has gained extensive experience in the coordination of simultaneous projects, direct client interaction, team scheduling, quality control, on-time project delivery, and construction administration. She approaches each project with a focus on aesthetics, functionality, cost and engineering as a whole. Zulay is a design professional experienced in Criminal Justice, Federal and State project building typologies in both secure and non-secure environments. Other areas of specialization include: Transportation: Executive Airport Hangars; Retail: Shopping Centers; Dining: Fast food services, ice cream parlors, restaurants with commercial kitchens; and, Wellness: Gyms.

19. RELEVANT PROJECTS				

a.	(1) TITLE AND LOCATION (City and State)
A/E Term Contract for Vertical Construction Projects,
Volusia County
(Volusia County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Continuous contract providing professional architectural and engineering task assignments for vertical construction projects. Contract #RSQ No. 20SQ-78SR. Professional disciplines include architecture, engineering, landscape architecture, and scope includes the preparation of schematic design, design documents, construction documents, construction administration, bid documents and project close out. Currently building dorms designed for the correctional facility which will be done at the end of 2024 (VCBJ West Wing Dorms).			

b.	(1) TITLE AND LOCATION (City and State)
Public Safety Facility, City of Casselberry
(Casselberry, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
2023	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Dewberry is providing architecture, interior design, landscape, and civil design, permitting, and construction administration services for the development of the Casselberry Public Safety Facility. The 25,900 SF, hurricane-hardened public safety command center will feature staff sleep quarters, fitness room and lockers, a media room, a community meeting room open to the public and other organizations, evidence processing and storage space, an incident command center, and training rooms. The design team was asked to develop an overall master plan the City’s future Police Station with future expansion capabilities along with the future Seminole County Fire Station on the same project site. The master plan was developed to include phased construction, shared vehicular circulation, and other site amenities including garbage enclosures, stormwater retention, and monument signage.			

c.	(1) TITLE AND LOCATION (City and State)
Headquarters Safe Room, Gulf Coast Electrical Cooperative
(Gulf County, FL)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
2022-Ongoing	CONSTRUCTION (If applicable)
Est. 2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Dewberry is providing architecture and civil engineering for the hurricane safe room for Gulf County Electrical Cooperative in the Panhandle. The facility will feature a command center for field personnel to be deployed after a storm event. It will also incorporate an incident command center for Gulf County that will act as a remote emergency operation center. Redundancy will be built into HVAC potable water and electrical systems. The facility is designed to withstand a Category 4 hurricane.			

d.	(1) TITLE AND LOCATION (City and State)
Crisis Stabilization Center, Fredrick County
(Fredrick County, MD)	(2) YEAR COMPLETED		
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Est. 2025	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Master concept plan, programming, design, construction documents, cost estimating, bidding process assistance, permitting and construction administration services for the interior renovation of the 11,500 SF Crisis Stabilization Center. The facility will offer a 24/7 program that is responsive to local behavioral health needs, grounded in a public health framework, and integrated into the behavioral health crisis care system in Frederick County.			
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

1

21.TITLE AND LOCATION (City and State)
Dowden West COD (Orlando, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	NIA	
PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
George Flint, District Manager/ Management Partner	c. POINT OF CONTACT TELEPHONE NUMBER
407 .841.5524	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
Dowden West is a 736.28-acre master planned residential community with 1.446 residential units located in the City of Orlando. The development is 10 villages within
the approved planned development for Starwood, which encompasses approximately 2,558 acres and is entitled to 4,400 residential units.
As District Engineer. we have been responsible for providing the master utility design for the water. sewer. and reuse systems, in addition to master stormwater modeling for an approximately 6,500-acre watershed for the Dowden West CDD. This modeling was used for both stormwater management design and FEMA floodplain determination.
Other services include landscape architecture design for the common open spaces and community parks. the design of community roads that also include the extension of the four-lane Dowden Road through the community. boundary surveys. topographic surveys. tree surveys. and other additional surveys, as needed.

NATURE TRAIL S/W VILLAGE N·1A.

CONSULTANT FEES TO DATE
$500,000
SERVICES
Boundary Surveys Environmental/Permitting Landscape Architecture Roadway Design/1mprovements Stormwater Management Topographic Surveys
Tree Surveys Utility Design

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

2

21.TITLE AND LOCATION (City and State)
Lakewood Ranch COD (Orlando, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	Ongoing	
PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Lakewood Ranch CDD	b. POINT OF CONTACT NAME
Steve Zielinski, Chief Financial/ Operating Officer	c. POINT OF CONTACT TELEPHONE NUMBER
941.907.0202 X 229	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
Lakewood Ranch is an unincorporated 31,000-acre master planned community located on Florida's Gulf Coast in Sarasota and Manatee Counties. established in 1995. The five CDDs we serve cover an 8,500-acre community within the larger Lakewood Ranch Development. The overall development contains A-rated schools. shopping. business parks. a hospital and medical center, golf courses, athletic centers, aquatics, and lighted tennis courts.
As the CDD Engineer for the five CDDs. Dewberry's services include engineering. surveying. permitting. owner coordination with the County's review. and approval of construction activities. Dewberry's services also include rehabilitation on landscaping. water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair. stormwater inspections, reviews and upgrades, coordination of traffic issues including signalization with County officials, oversight of other engineers, assistance with bidding. contractor selection, construction oversight, pay application review. and final project certification and closeout.

OVERVIEW OF LAKEWOOD RANCH ADMINISTRATION BUILDING AND COMMUNITY FACILITY.

CONSULTANT FEES TO DATE
$906,730

SERVICES
Civil Engineering Compliance Monitoring
Construction Estimates and Administration
Coordination and Monitoring of Environmental Jurisdictional Areas through Permitting Agencies
Design Evaluations and Analysis Drainage/Stormwater Management Monthly Board Meeting Attendance Permitting
Planning Surveying Utilities

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Sarasota, FL

ROLE
District Engineer

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

3

21.TITLE AND LOCATION (City and State)
Narcoossee COD (Orlando, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	Ongoing	
PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Jason Showe, District Manager, Central FL	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
The Narcoossee CDD is located within the City of Orlando in Orange County, Florida, and consists of approximately 416 acres. The project has been developed with 540 single-family units. 860 multi-family units. and 278,000 square feet of retail and
office space. The Narcoossee CDD encompasses the entire 416 acres. We provide
services as needed for the operation and maintenance of the infrastructure of the District as well as any construction activities relating to improvements and/or repairs. Our efforts include the providing of evaluation of the yearly stormwater management systems. landscaping facilities. such as walls and plantings, roadway evaluations for maintenance, and restoration within the community and district.
Dewberry is the CDD Engineer for this project. Narcoossee COO is COO Advisor, Rey Malave's first COO, beginning his services to Narcoosee in March of 2022. Throughout our contract with the District, we have continuously been available to come out whenever there is a need. Our services include engineering evaluations, owner coordination with the City of Orlando and Orange County, and approval of all development and construction activities within the district. We also provider input as needed within the budgeting process for any repairs and maintenance issues

VIEW OF RESIDENTIAL STREET.

CONSULTANT FEES TO DATE
$475,000

SERVICES
Civil Engineering Construction Administration Development Planning Infrastructure Review Reports Landscape Architecture Permitting
Stormwater Monitoring and Permit Compliance Reports
Surveying

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

4

21.TITLE AND LOCATION (City and State)
Deer Run COD (Bunnell, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	Ongoing	
PROJECT OWNER'S INFORMATION

PROJECT OWNER
Government Management Services

POINT OF CONTACT NAME	c. POINT OF CONTACT TELEPHONE NUMBER
Howard McGafeney, District Manager	904.940.5850 x 415
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors.
Specific assignments include planning, preparing reports and plans, surveying designs and specifications for water management systems and facilities, water and sewer systems and facilities. roads. landscaping, recreational facilities and street lighting, and other community infrastructure provided by the District, as authorized in Chapter 190
F.S. Affiliated projects are to include engineering contract management and inspection services during construction.
Dewberry completed an irrigation system analysis to evaluate the system's hydraulic ability to provide additional irrigation zones. Also, on behalf of the CDD, Dewberry was able to address and resolve compliance coordination with the St. John's River Water Management District. Additionally, Dewberry prepared a planting plan and a vegetation management plan for conservation easement maintenance and restoration.

COMMUNITY NATURE TRAIL BY THE COMMUNITY CENTER.

CONSULTANT FEES TO DATE
$120,000
SERVICES
Community Infrastructure Construction Administration Cost Estimates Landscaping
Planning Recreational Facilities Reports and Plans Roadway Design Street Lighting Surveying Designs
Water Management Systems and Facilities
Water and Sewer Systems

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

5

21.TITLE AND LOCATION (City and State)
West Villages Improvement District (Sarasota County, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	NIA	
23. PROJECT OWNER'S INFORMATION

PROJECT OWNER
Government Management Services

POINT OF CONTACT NAME
William Crosley, District Manager

POINT OF CONTACT TELEPHONE NUMBER
941.244.2805
24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
The West Villages Improvement District ("District") is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The overall ID contains schools, shopping, business parks, a hospital and medical center. golf courses, athletic centers, and aquatics.
As the District Engineer for the ID. Dewberry's services include engineering. surveying. permitting. owner coordination with the District's development review. and approval
of construction activities. Dewberry's services also include design of all district owned irrigation improvements and upgrades. roadway and storm sewer redesign and repair. stormwater inspections. reviews and upgrades, coordination of traffic issues
including signalization with County and or FOOT officials, oversight of other engineers, assistance with bidding. contractor selection, construction oversight, pay application review. and final project certification and closeout.
Additional engineering services may include attendance at Board, staff. and other meetings; participation in the District's issuance of new and maintenance of existing financing; monitoring District projects; overseeing construction and acquisition activities; preparation of certifications. documents, and engineer's reports in furtherance of District engineering activities; and providing other engineering services asmay be authorized by the Board.

ENTRANCE MONUMENT SIGN ALONG WEST VILLAGES BOULEVARD.

CONSULTANT FEES TO DATE
$1,058,231.97

SERVICES
Water and Sewer Facilities and Infrastructure
Stormwater Management and Drainage Facilities and Infrastructure
Roadways
Signalization improvements Recreational Facilities Park improvements
Governmental Facility Improvements Landscape/Hardscape Design
Signage
Environmental Services

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and state)
Orlando, FL	(3) ROLE
District Engineer	
b.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and state)
Sarasota, FL	(3) ROLE
District Engineer	

(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

6

21.TITLE AND LOCATION (City and State)
VillaSol COD (Bunnell, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable}
Ongoing	Ongoing	
23. PROJECT OWNER'S INFORMATION

a. PROJECT OWNER
Governmental Management Services	b. POINT OF CONTACT NAME
Jason Showe, District Manager, Central FL	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 X 105	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
VillaSol CDD is located in Osceola County which is just minutes from the Orlando International Airport. area attractions, and theme parks, and offers amenities like no other community in the area.
Nestled along Boggy Creek. residents have access to a boat dock where they can travel down to East Lake Toho. Resort-style amenities include a tennis court. basketball court. clubhouse. pool, and soft gate with a guard house.
Some of Dewberry's specific assignments for this project include planning. preparing reports and plans. designs and specifications for water management systems and facilities. as well as. water and sewer systems and facilities, roads, landscaping, recreational facilities and street lighting. other community infrastructureprovided by the District. as authorized in Chapter 190 F.S., and affiliated projects to include engineering contract management and inspection services during construction.
Dewberry completed the design an implementation of a new guard house which included architecture. landscape architecture, structural analysis, and civil engineering design. Also. Dewberry is implementing a CDD inspection and rehabilitation program of the stormwater system to identify and repair defects in the stormwater conveyance
system. Additionally, Dewberry conducted a pavement evaluation study to prioritize and assist the CDD in financial planning for resurfacing needs.

TOWNHOMES WITHIN THE COMMUNITY.

CONSULTANT FEES TO DATE
$375,000

SERVICES
Community Infrastructure Construction Administration Cost Estimates
District Board Meetings
Landscape Architecture Planning
Recreational Facilities Design Reports and Plans
Roadway Design Street Lighting Design Surveying
Water Management Systems and Facilities
Water and Sewer Systems

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

7

21. TITLE AND LOCATION (City and State)
Baymeadows Improvement District (Duval County, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES	CONSTRUCTION (If applicable)
Ongoing	Ongoing	
23. PROJECT OWNER'S INFORMATION

PROJECT OWNER
Rizzetta Company

POINT OF CONTACT NAME
Lesley Gallagher, District Manager

POINT OF CONTACT TELEPHONE NUMBER
904.436.6237

Baymeadows ID an incorporated 580-acre master planned community located in Jacksonville. The Improvement District we serve covers an existing neighborhood that was developed in 1968 as a golf course community. Those golf courses are now gone; however, the community still provides maintenance and improvement services for its existing roadways, stormwater systems, and facilities. The overall development contains commercial areas, business parks, old golf courses, and residential communities.
As the CID Engineer for the Improvement District, Dewberry's services include engineering, surveying, permitting, owner coordination with the City's review, and approval of construction activities. Dewberry's services also include water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, review and upgrades, coordination of traffic issues, oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.
Dewberry's first task was to work with Baymeadows Board's stormwater committee to map the community's stormwater system (ponds, collection & out falls), and prepare a maintenance and repair budget (Operations and Capital). This involved engineering field work, GIS services, and estimating services. Dewberry has also has attended board meetings (at the request of the committee) to give engineering opinions on
various issues such as acceptance of a developer's turnover of ownership of additional stormwater systems.

SERVICES FOR BAYMEADOWS ID INCLUDED THE DEVELOPMENT OF PLANS AND GIS MAPS.

CONSULTANT FEES TO DATE
$10,000
SERVICES
Civil Engineering
Compliance Monitoring Construction Estimates and Administration Coordination and Monitoring of Environmental Jurisdictional Areas through Permitting Agencies Design Evaluations and Analysis Drainage/ Stormwater Management Monthly Board Meeting Attendance Permitting Planning
Surveying Utilities

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and stale)
Orlando, FL	(3) ROLE
District Engineer	
b.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and stale)
Jacksonville, FL	(3) ROLE
District Engineer	

(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)
20 EXAMPLE PROJECT KEY NUMBER

8

21.TITLE AND LOCATION (City and State)
Live Oak Lake COD (Twin Lakes Development)
(Osceola County, FL)	22. YEAR COMPLETED		
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable}
Ongoing	
23. PROJECT OWNER'S INFORMATION

PROJECT OWNER
Governmental Management Services

POINT OF CONTACT NAME
Jill Burns, District Manager

POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 X 115

Live Oak Lakes CDD (Twin Lakes Development) is a multi-phased, active adult community consisting of residential units. green open space tracts with community facilities, and a community amenity center located just off of Live Oak Lake. The development is situated just east of Hickory Tree Road and west of Live Oak Lake and Sardine Lake in Osceola County. Phases 1 - 8 consists of a mix of 50', 70' and duplex units totaling 2,023 units.
A 42.000+ square foot amenity clubhouse is currently being constructed alongside the oversized pool and cabana area, which includes a bar for food and beverages. The outdoor rec space is under construction just to the south. This area was designed to include bocci ball. pickle ball. horseshoes. tennis courts, and a half basketball court. It also provides walking trails. a boat dock. and a dock for fishing.
In addition to civil engineering services. we also provided roadway design, bridge design, and signal design within the first phase. We were responsible for the roadway widening design of Hickory Tree Road. where services also included drainage and utility extensions.
We extended New Nolte Road from the existing intersection east through the first phase
of construction. This 150' ROW is master planned to be a four lane divided major collector road in the future.
We also designed and oversaw the construction of the vehicular bridge that crosses existing Bullis Road. connecting the northern pool and amenity area with the remainder of the development. We provided signal design for the New Nolte and Hickory Tree Road
Intersection. which also includes golf cart paths and golf cart path crossings at the updated intersection.
CONSULTANT FEES TO DATE
$2.1 Million

SERVICES
Assistance with the City Master Upsizing Agreements
Civil Engineering Construction Administration Entitlements Environmental/Permitting
Landscaping/Hardscape Design Maintenance of Traffic Planning Planning
Signal Design Surveying
Utilities have been master designed for the build out of the development, which will include city master transmission mains for the 24" potable water main and 24" reclaim main, along with five sanitary lift stations to service the phases of the development as they are constructed. Phase 1 of the project utilizes two sanitary lift stations, a portion of the 24" potable and reclaim mains. The first lift station is located on the west side of Hickory Tree Road. The second lift station is located along the extension of Nolte Road east of Hickory Tree Road. This lift station has been designed to accept additional flows from future phases of this development. This lift station pumps into a force main down the Nolte Road extension and connects to the existing 20" force main located within the Hickory Tree ROW.

RESIDENTIAL VIEW OF LIVE OAKLAKE COD.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

Page 56 of 241
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER		
	9		
21. TITLE AND LOCATION (City and State)
Westside Haines City CDD (Winter Haven, FL)	22. YEAR COMPLETED		
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Governmental Management Services	b. POINT OF CONTACT NAME
Jill Burns, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 x 115	

The Westside Haines City CDD is 613.43 acres located in Winter Haven, Florida. The District currently contains approximately 613.43 acres and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/amenity areas, parks, and associated infrastructure for the various villages.
Dewberry is the CDD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permits, recreational facilities, and infrastructure review reports.

HOMES WITHIN THE WESTSIDE HAINES CDD.

CONSULTANT FEES TO DATE
$44,500
SERVICES
Civil Engineering
Permitting Roadway Design
Stormwater Monitoring and Permit Recreational Facilities Infrastructure Review Reports

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	
P I  57 f 241
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S
20 EXAMPLE PROJECT KEY NUMBER
Complete one Section F for each project.)	10
23. PROJECT OWNER'S INFORMATION
PROJECT OWNER
Government Management Services
POINT OF CONTACT NAME
Tricia Adams, District Manager
POINT OF CONTACT TELEPHONE NUMBER
407 .841.5524

Highland Meadows is a 263.5-acre master planned residential community located in the city of Davenport. The development is approved as a planned development for a 222 single-family unit community. The CDD is located on the south side of County
Road 547 - Holly Hill Road and the north side of Olsen Road. The community consists of CDD owned roadways, stormwater ponds, and conservation areas. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements. We have assisted in the bidding and construction of the many infrastructure facilities within the community.
Dewberry is the CDD Engineer for this project. Our services include civil engineering, construction estimates and administration, coordination of environmental, jurisdictional lines and permitting, due diligence, permitting, planning, landscaping plans, and surveying.

VIEW OF THE RESIDENTIAL AREA IN HIGHLAND MEADOWS COD.

CONSULTANT FEES TO DATE
Engineering Fee: $120,000 Estimated Construction Cost: To be determined. Gov't is evaluating alternatives.
SERVICES
Civil Engineering
Construction Estimates and Administration
Coordination of Environmental Jurisdictional Lines and Permitting Due Diligence
Permitting Planning Landscaping Plans Surveying

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and state)
Orlando, FL

ROLE
District Engineer

P I  58 f241
G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

NAMES OF KEY PERSONNEL
(From Section E, Block 12)
ROLE IN THIS CONTRACT
(From Section E, Block 13)
EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.
Place "X" under project keynumber for participation in same or similar role.)

Rey Malave, PE Joey Duncan, PE Joe Keezel, PE Marybeth Morin, PE
Alba Mas, PE Chace Arrington, El
Jose Pereira, PE
Jeff PeQueen, PE, CFM Nicole Gough, PWS,
CNRP

Lisa A. Kelley, JD William Hinkle, PSM
Ross Bums

Michael Urchuk, RLA Aziza Baan, GISP
Zulay Marti, RA

District Engineer Assistant District Engineer Sr. Roadway Engineer
Sr. Structural Engineer

Sr. Site Engineer

Site/Civil Graduate Engineer
Sr. Utility Engineer

Sr. Stormwater Engineer

Sr. Environmental Scientist Survey Manager
Permitting Manager Senior Surveyor
Construction Inspector Sr. Landscape Architect
Sr. GIS Professional Sr. Architect
• • • •
•
•	•
•	•
•
• • •
• •
• • • •
• • •
•	•
•
•
•
• •
•
• • •
•	•
• •
•
• •

• • •
•
•

EXAMPLE PROJECTS KEY
NO.	TITLE OF EXAMPLE PROJECT (From section FJ	NO.	TITLE OF EXAMPLE PROJECT (From section FJ	
1	Dowden West CDD	6	VillaSol CDD	
2	Lakewood Ranch CDD	7	Baymeadows ID	
3	Narcoossee CDD	8	Live Oak Lakes CDD	
4	Deer Run CDD	9	Westside Haines CDD	
5	West Villages ID	10	Highland Meadows CDD	
PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
FIRM QUALIFICATIONS

Dewberry is a leading, multi-disciplined firm with a proven history of providing professional services to a wide variety of public- and private-sector clients. Established in 1956,
Dewberry is headquartered in Fairfax, Virginia, with 60 locations and over 2,500+ professionals nationwide, including our local office in Orlando. Recognized for combining unsurpassed commitment to client service with deep subject matter expertise, Dewberry is dedicated to solving clients’ challenges and transforming their communities.
Dewberry’s Florida operation is backed by the resources
and stability of a national firm and specializes in site/civil, environmental, utility infrastructure, transportation engineering, surveying, architecture, and land development services.
Dewberry’s local Orlando office includes 120 people, with 15 office locations and over 350 employees across Florida,
bringing expertise, qualifications, and resources to cities and counties throughout the state. Dewberry supports large and small projects in the following primary service areas:
Alternative delivery
Architecture
Building engineering
Disaster response and emergency management
Energy services
Environmental services
Geospatial services
Mechanical, electrical, and plumbing services
Program management
Site/civil services
Surveying/mapping
Sustainability
Transportation
Water/wastewater/reclaimed water services
Relevant Experience
The absolute best predictor of future success is past performance, and we have a lot of experience in all areas required for this contract. Whether we are providing professional design engineering services or as a previous District Engineer, our track record speaks for itself.
Our local leadership team has planned, funded, constructed, and maintained projects in the Orlando area for over 40 years. Serving as District Engineer is Rey Malavé, PE. Rey has 41 years of experience in civil engineering and a diversified background in the design and permitting of infrastructure systems, including public facilities, utility systems, office buildings, commercial developments, recreational facilities, and industrial developments. He has extensive experience with permitting agencies, including FDEP, FDOT, Florida Water Management Districts, and other local agencies. He has served as the District Engineer for over 25 CDDs and Improvement Districts in Florida.
Serving as Assistant District Engineer is Joey Duncan, PE. Joey brings 42 years of progressive leadership experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction of water and power infrastructure. Joey will collaborate with the District Manager, attorneys, and board of directors to identify the needs of the District, provide expert technical information to facilitate problem solving and decision making by the DM and BOD. Technical and professional tasks will be clearly stated, schedule and budget finalized, and
any risks to project cost or schedule will be communicated expediently to solicit feedback and ensure clear communication and quality deliverables. He previously served as Director of Public Works for the City of Jacksonville, the largest city by land mass in the United States. In this role, he oversaw seven divisions responsible for horizontal and vertical public infrastructure across 840 square miles, with a total capital and operating budget of $1 billion.

DEWBERRY HAS SERVED OVER 50 CDDS IN FLORIDA.
The following CDD projects are representative of our relevant project experience:
Baymeadows Improvement District, Duval County
Shingle Creek CDD, Osceola County
Shingle Creek at Bronson CDD, Osceola County
Old Hickory CDD, Osceola County
Woodland Crossing CDD, Sumter County
Baytree CDD, Brevard County
Cascades at Groveland CDD, Lake County
Country Greens CDD, Lake County
Covington Park CDD, Hillsborough County
Deer Run CDD, Flagler County
Dowden West CDD, Orlando
East Park CDD, Orange County
Greater Lakes – Sawgrass Bay CDD, Lake Wales
Highland Meadows CDD, Polk County
Lake Emma CDD, Groveland
Lakewood Ranch CDDs 1, 2, 4, 5, 6, Sarasota and Manatee County
Lakewood Ranch Stewardship, Sarasota and Manatee County
Live Oak Lake CDD, Osceola County
Montecito CDD, Brevard County
Narcoossee CDD, Orange County
On-Top-of-the-World CDDs, Marion County
Chandler Hills East CDD, Marion County
30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
Indigo East CDD, Marion County
Bay Laurel Center CDD, Marion County
Osceola Chain of Lakes, Osceola County
Reedy Creek Improvement District, Osceola County
Reunion Resort CDD, Osceola County
Verandas CDD, Pasco County
Viera CDD, Brevard County
VillaSol CDD, Osceola County
West Villages Improvement District, Sarasota County
Project Approach
We have prepared an organizational approach to fit the specific categories of the organization and operations to support both large and small engineering projects. Through our many
years of serving as District Engineer, we’ve been successful at becoming an extension of the CDD’s Project Management group, with the ability to understand project needs and proposing only on what is necessary to complete the task at
hand. Our management team is committed to a quality product that is consistent with Poinciana West CDD’s policies and procedures.
Stormwater Management Services
Our integrated stormwater management services range from large basin studies to the design of collection systems. Our team has performed analysis on various projects throughout Florida. We have designed culvert replacements to extensions on numerous roadway projects, ranging from two-lane rural widening to multi-lane expressways.
Drainage design and permitting are critical parts of any project. We will provide assistance to the District in coordination with MS4 support, total maximum daily loads, numeric nutrient criteria support, drainage, erosion and sediment control, stormwater basin modeling, assessment and evaluation drainage systems, design and construction plans for stormwater management systems, and coordination with state and federal agencies.
Assumptions and/or omissions in this area can cause significant delays in the project schedule, increase costs during construction, and even lead to possible litigation against the District. We are experienced in identifying, analyzing, and addressing drainage impacts associated with a variety of project types. Our drainage staff is knowledgeable of Water Management District criteria, and we are adept at developing creative and innovative solutions to drainage problems. We also have experience preparing flood studies with FEMA. At the heart of our approach is a thorough document review of the existing plans, USGS Quadrangle Maps, USDA Soil Survey, FEMA Flood Insurance Maps and aerial photographs. With this data in hand, we will perform a field review during the pre- scope meeting, identify all drainage and permitting issues, and discuss possible drainage solutions with the District. Existing drainage patterns, ponding concerns and erosion problems
will be documented. We will contact the District’s Maintenance Engineer to discuss any concerns regarding the project area.
Water/Wastewater Services
Our team can provide utility analyses of existing master systems, preparation and updates to master plans, as well as
preparation of utility construction plans. Dewberry can analyze the existing utility systems and make recommendations for upgrades or replacement. We have designed numerous utility collection and transmission facilities, gravity sewers, force mains, reuse water, and potable water systems. We have also designed numerous wastewater and water pump stations.
We also have experience in the transformation of septic tank systems by the installation of new sewer systems.
Transportation Services
Dewberry has provided roadway and bridge design services to numerous governmental agencies throughout Florida
for over 30 years. Our projects have ranged from minor intersection improvements and milling and resurfacing of existing roadways to capacity improvements and complex, multilevel interchanges. The extensive experience of our staff in the design, preparation of construction documents, and post design services for roadways, bridges, and associated systems provides Poinciana West with the expertise to handle any type of transportation related assignment. Our transportation design staff, coupled with the survey, drainage, environmental, and permitting capabilities, allows us to efficiently complete any assignment, as all disciplines required are available in-house.
Traffic design may include one or more of the following items, dependent upon a specific project: signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design, and traffic studies. We have extensive experience in these phases of the project, and we are qualified to perform all aspects of traffic engineering.
Engineering services related to structural design may be required for bridge widenings, bridge rail replacements, box culvert extensions, retaining walls, sheet piling, overhead sign structures, multi-post guide signs, signal poles, mast arms light poles, and foundations for signs, signal poles, and lighting. We have an experienced in-house staff to provide these services.
Survey and Mapping Services
Dewberry has provided continuing surveying services for many counties and municipalities throughout the State of Florida. Our large in-house survey staff, with numerous crews out of our Orlando and Jacksonville office, are well-versed in the rigors
of on-call assignments and the immediate response time they require. We utilize state-of-the-art equipment to provide cost effective surveying, ROW mapping, utility designation, and subsurface utility engineering (SUE) for roadway, municipal, and civil development projects. We have extensive experience in boundary surveys, topographic design surveys, tree surveys, inventory surveys, and underground utility mapping. Our survey team has a dedicated staff of photogrammetrists who specialize in aerial photogrammetry, fixed and aerial LiDAR, and GIS mapping.
Our services for surveying and mapping may include as- built surveys, boundary surveys, eminent domain surveys,
GIS, legal description preparation, plat preparation, property sketches, ROW mapping, SUE, topographic surveys, and utility surveys.
SUE technology combines geophysics, surveying, and civil engineering to better locate underground utilities. This service helps our clients avoid costly utility conflicts and construction delays caused by inaccurately plotted utilities. Our 3D laser scanning equipment allows our survey crews to accurately
30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
collect field data comprehensively and, most importantly, safely. Dewberry is one of a select few firms in the state to have this technology.
Environmental/Permitting Services
From determining wetland lines to the understanding of current rules and regulations for water management districts, our
staff has full understanding and experience in providing these services for cities and other governmental agencies. We have obtained permits with various local, state, and federal agencies for a variety of projects. We understand how to prepare permit applications, work closely with the agencies, and obtain permits for your projects. Dewberry will track the permit status for each agency, keep the District informed of the progress of all permits, and respond promptly to all requests for additional information.
As part of our efforts for the Poinciana West CDD, we will assist in determining the permits needed for each development project along with the anticipated schedules for obtaining
each permit. Additionally, we have experience in permitting with governmental agencies such as the Water Management Districts, FDEP, Florida Fish and Wildlife Conservation Commission (FFWCC), U.S. Army Corps of Engineers (USACE), and FDOT. We have staff that consists of both engineers and environmental scientists, many of which have worked previously for various permitting agencies.
Landscape Architecture/Planning
Dewberry has extensive landscape architecture experience throughout Florida. Our project experience includes residential, retail office, mixed-use, streetscapes, and recreational uses, as well as hardscape and irrigation design. Our hardscape designs have included corporate plazas, streetscapes, fountains, amenity areas for multi-family projects, and urban plazas. Our planning services to Shingle Creek at Bronson CDD will include presentations to CDD Commissioners and public meetings, where we would provide assistance to the District for the understanding of technical issues, proposed developments, projected roadway designs, possible ROW changes, and to provide a professional and expert opinion on issues that may be needed by the District. Dewberry can assist the District with the following planning services:
Comprehensive planning
Review of comprehensive plan amendments
Preparing land development regulations, including form based codes, GIS, and mapping services
Transportation planning
Revitalization/redevelopment planning
Public Involvement and Outreach
Open and effective communication is essential to the successful completion of any project. It’s important to develop and maintain a sense of trust and understanding with the public. This is best accomplished by developing a plan tailored to the surrounding community potentially impacted and depending on the nature and extent of the project. Outreach may include a Community Awareness Plan, which would detail the specific methods proposed and list the targeted stakeholders within a specific corridor or project study area. Other public outreach activities could include the management of a project hotline and/or stakeholder database and distributing information through
a variety of notifications to local residents, property owners, schools, businesses, local officials, and other stakeholders. We have found that evaluation of all potential improvements and design concepts and sharing the results of extensive data collection early in the study process creates a level of comfort with the public in two respects:
There is an open exchange of information; and
A technically sound approach is being used to serve the best interests of the public.
Coordination with City staff and others will be strengthened by our team’s diverse project experience and previous involvement with a variety of stakeholders. Our team is adept at planning and coordinating public workshops, and smaller homeowner associations, and group workshops.
Construction Administration/CEI
We have continually provided construction administration services to our clients on most of the projects we have designed. Dewberry understands the importance of establishing and maintaining budgets. As a project is constructed,
our team must monitor the project budget and keep the District consistently informed. We have worked with many cities and counties on providing all construction services, including assistance in the preparation of bid documents, prebid meetings, pre-construction meetings, construction administration, site observation, pay application review, and approvals. We also provide shop drawing reviews and approvals per construction documents. We will provide
assistance to District staff in the administration of construction contracts. Our team is currently providing these services to many municipalities across the state of Florida.
Our construction administration staff is prepared to support the District in various construction management related tasks. We routinely perform these services for both our public and private clients. Our services include:
Construction Inspection
Shop Drawing Review
Pay Application Verification
Construction Scheduling
Utility Company Coordination
Final Regulatory Acceptance
Record Drawings
Project Value Engineering
Bid Document Preparation
Bid Summarization and Analysis
Contract Preparation
Task Initiation
Our Project Approach will vary due to the type of assignment; however, the important first steps in task initiation involve data gathering and scope development.
Data Gathering
This phase consists of defining the project objectives, identifying elements involved in the task, conducting a field review meeting (if required), and developing a detailed scope of services. This phase will begin once the District has identified a
P I  62 f241
H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
specific task or project. Once identified, we will coordinate with the District to obtain all existing information. This data collection
effort is very important because it provides valuable information before developing the scope of services.
If applicable or desired, an on-site field review meeting will be held jointly with the District and other appropriate agencies
to discuss the task objectives and identify areas of concern. Discussions regarding the project's background, scope requirements, constraints, and other relevant issues will be held to understand the overall project goals. Based on the data collection effort and the initial on-site field meeting, the specific plan elements required for the task will be identified and agreed to with the District prior to developing a scope of services.
Scope Development
A detailed scope of services, fee estimate, and schedule for each task will be developed based on the data gathering efforts and discussions. This scope and work effort will be heavily influenced by the quality of the data collected and the specific needs of each task. Man-hour estimates will be provided
for each discipline involved. The scope and work effort will be prepared and negotiated quickly, so as not to affect the schedule.

Other Considerations
COST CONTROL
We constantly review our designs and look for ways to save our clients time and money. We exercise common sense engineering to provide practical design solutions, not merely based how things have always been done.
PROJECT COSTS
We understand the financial constraints that clients face due to budget cuts and rising construction and ROW costs. We will review all designs prepared by Dewberry or others for cost savings measures that will not affect the intention or safety
of the project. Our recent experience has shown that minor changes in the design can save materials, and reduce or avoid costly business damage claims and ROW impacts. Another key to cost controls is to estimate costs early in the design process and as the design evolves, not just near the end of the design process. Early cost estimating allows for more options to be explored and provides the District with opportunities to adjust budgets asneeded.
PROJECT SCHEDULE
The importance of maintaining the project schedule through the design or review process cannot be overstated. Dewberry is committed to developing and adhering to the project schedule for each assignment. This is important to us because if we fail to successfully complete any assignment on time, our ability
to obtain additional assignments with Poinciana West will be limited. We will maintain an overall schedule of projects to help with internal and external coordination. We fully understand what is required to keep a project on schedule. Our team will use the following proven actions to control the project schedule:
INITIATION OF TASK

ASSIGNMENT OF TASK MANAGER

ONE TASK MANAGER FROM START TO FINISH
PRELIMINARY DESIGN

COST PROPOSAL

PRELIMINARY DESIGN EFFORT

DESIGN SERVICES
Page 63 of 241

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
Experienced Client Manager: Our District Engineer, Rey Malavé, routinely manages multi-discipline projects where coordination is critical. Dewberry’s wide range of in-house
services ensures close coordination between disciplines,
enabling us to direct our staffing resources.
Weekly Team Meetings: Coordination will be ensured through weekly team meetings. These meetings will be used to track progress on individual tasks and as a
planning tool.
Monthly Progress Reports: Monthly progress reports will be supplied to Poinciana West. These reports will be an effective snapshot of the status of each assignment and
will be used to identify any potential schedule issues.
Being Proactive: We will be proactive (vs. reactive) on all tasks while managing the schedule Emphasis will be placed on the activity start dates to ensure timely
completion.
NPDES MS4 PROGRAM SUPPORT
Having completed numerous programs for other cities and counties, we understand the MS4 Program and have the staff to assist the CDD in updates, compliance questions, and recommendations as needed in the ongoing program.
INDEPENDENT PEER REVIEW
An independent peer review is performed for each phase submittal. Dewberry’s established Quality Management Program requires the review to be performed by senior-level staff not directly involved in the project to make sure quality standards are met are met on every submittal.
CONSTRUCTABILITY/BID-ABILITY REVIEW
Prior to the 90 and 100 percent submittals, the plans will be subjected to a constructability/bid-ability review. This review will be performed by our in-house construction administrators , who are experienced in CDD requirements.
Quality Assurance/Quality Control
Dewberry understands the value of repeat business. Our District Engineer, Rey Malavé, PE, has 28 years of experience servicing a variety of CDDs across Florida. Our commitment to personalized client service is such that we guarantee we will respond to each client’s needs promptly and effectively. From the beginning, we recognized that functional efficiency and technical excellence must be provided as a matter of course in engineering design. Each project produced by our firm reflects this corporate commitment to excellence, and our insurance is our Quality Control Plan. Our Quality
Assurance Plan and procedures are based on the philosophies that include:
Plan: Quality is controlled by adequate planning, coordination, supervision, technical direction, proper definition of job requirements and procedures, and the
involvement of experienced professionals.
Do: Quality is achieved by individuals performing work
functions carefully and “doing it right the first time.”
Check: Quality is verified through checking, reviewing, and supervising work activities, with documentation by objective individuals who were not directly responsible for
performing the initial work.
Act: Quality is ensured by having a manager perform quality assurance functions that involve monitoring and close review of the work and the procedures used in
performing the work.

I. AUTHORIZED REPRESENTATIVE

Rey Malave, Associate Vice President

ARCHITECT - ENGINEER QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
p I  64 f 241

(IFANY)
NIA
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Orlando branch office)
2b.STREET
800 North Magnolia Avenue, Suite 1000
3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER

2013	K3WDSCEDY1V5

5. OWNERSHIP
2c. CITY
Orlando
6a. POINT OF CONTACT NAME AND TITLE
Kevin E. Knudsen, PE, Vice President
2d. STATE
1	FL
2e. ZIP CODE
1	32803-3251
TYPE
Corporation
SMALL BUSINESS STATUS
No
6b. TELEPHONE NUMBER
321.354.9646
6c. EMAIL ADDRESS
1	kknudsen@dewber[Y.com
NAME OF FIRM (ff bloc/<2a is a branch office)
The Dewberry Companies Inc.
Sa. FORMER FIRM NAME(Sl fff anv)
Former name of Dewberry Engineers Inc. (DEi): Dewberry-Goodkind, Inc.; Goodkind & O'Dea, Inc.; Goodkind & O'Dea of New York, Inc.; Goodkind & O'Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)
Sb. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012
Sc. UNIQUE ENTITY IDENTIFIER

DEi: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB:CG6JSKCHEKN6

EMPLOYEES BY DISCIPLINE
PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

a. Function Code	b. Discipline	c. Number
(1)FIRM	of Employees
(2)BRANCH	a.Profile Code	b. Experience	c. Revenue Index Number
(see below)	
02	Administrative	232	9	B02	Bridges	1	
08	CADD Technician	80	8	C16	Construction Surveying	2	
12	Civil Engineer	329	12	E03	Electrical Studies and Design	2	
15	Construction Inspector	121	1	E11	Environmental Planning	1	
16	Construction Manager	66	1	L02	Land Surveying	4	
20	Economists/Financial Analysts	47	4	L10	Land Development, Residential	6	
21	Electrical Engineer	66	1	L11	Land Development, Commercial	4	
24	Environmental Scientist	64	9	L12	Land Development, Industrial	2	
30	Geologist	9	1	L13	Land Development, Public	4	
38	Land Surveyor	211	27	R07	Remote Sensing	1	
39	Landscape Architect	38	4	R11	Rivers; Canals; Waterways; Flood Control	1	
47	Planner: Urban/Regional	37	2	S10	Surveying; Platting; Mapping; Flood Plain	6	
					Studies		
48	Program Analyst/Program Manager	31	3	S13	Storm Water Handling & Facilities	1	
56	Technical/Specification Writer	53	2	T01	Telephone Systems (Rural; Mobile; Intercom, Etc.)	2	
57	Structural Engineer	145	6	T02	Testing & Inspection Services	1	
58	Technician/Analyst	3	1	T03	Traffic & Transportation Engineering	8	
60	Transportation Engineer	174	28	T04	Topographic Surveying and Mapping	5	

Other Employees
Total

520
2444

128

W03
3
Water	1
Water Supply; Treatment and Distribution	7
ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OFFIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)
Federal Work	1
Non-Federal Work	8
C. Total Work	8
PROFESSIONAL SERVICES REVENUE INDEXNUMBER
Less than $100,000	6. $2million to less than $5million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25million
$500,000 to less than $1milion	9. $25m!lionto less than $50 million
$1million to less than $2 million	10. $50million or greater

AUTHORIZED REPRESENTATIVE

c NAMEtlTITLE
Done d E. Stone. Jr.. Director/Executive Vice President

C011PANY CONFIDENTIAL ANDPROPRIETARY:Useor<isdos1tt oldatacontainedon1hissheet issub•jectIDrestrictiononlhetillepage ofthisproposaI.
P I  65 f241
ARCHITECT- ENGINEER QUALIFICATIONS	1 SOLICITATION NUMBER
PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a.FIRM (or Branch Office)NAME
Dewberry Engineers Inc. (Jacksonville branch office)
2b.STREET
200 West Forsyth Street, Suite 1100
3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER

2014	K3WDSCEDY1V5

5. OWNERSHIP
2c. CITY
Jacksonville
6a. POINT OF CONTACT NAME AND TITLE
2d. STATE
FL
2e. ZIP CODE
1	32202-3646
TYPE
Corporation
SMALL BUSINESS STATUS
Amy L. Tracy, Senior Associate, Market Segment Leader	No
6b. TELEPHONE NUMBER
6c. EMAIL ADDRESS
NAME OF FIRM (If blocl< 2a is a branch office)
904.508.9839	atracl'.@dewber[Y.com
The Dewberry Companies Inc.
Sa. FORMER FIRM NAME($) (If any)
Former name of Dewberry Engineers Inc. (DEi): Dewberry-Goodkind, Inc.; Goodkind & O'Dea, Inc.; Goodkind & O'Dea of New York, Inc.; Goodkind & O'Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)
Sb. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012
Sc. UNIQUE ENTITY IDENTIFIER

DEi: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB:CG6JSKCHEKN6

EMPLOYEES BY DISCIPLINE
PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
Function
Number of Employees

Profile
c. Revenue
r

Other Employees
Total
2067
2444	5
ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OFFIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)
Federal Work	1
Non-Federal Work	3
C. Total Work	3
Z_	\.,a..
PROFESSIONAL SERVICES REVENUE INDEXNUMBER
Less than $100,000	6. $2million toless than $5million
$100,000 to less than $250,000	7. $5million to less than $10million
$250,000 to less than $500,000	8. $10million toless than $25million
$500,000 to less than $1milion	9. $25milion to less than $50 million
$1million to less than $2 million	10. $50million or greater

AUTHORIZED REPRESENTATIVE
The forego;ng ;sa statement of facts.

DATE
September 4, 2024

TITLE
Stone. Jr., Director/Executive Vice President

ARCHITECT - ENGINEER QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
p I  66 f 241

(IFANY)
NIA
2a.FIRM (or Branch Office)NAME
Dewberry Engineers Inc. (Lakeland branch office)
2b.STREET
1479 Town Center Drive, Suite D214
3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER

2021	K3WDSCEDY1V5

5. OWNERSHIP
2c. CITY
Lakeland
6a. POINT OF CONTACT NAME AND TITLE
Robert Beltran, Jr., PE, Vice President
2d. STATE
FL
2e. ZIP CODE
1	33803-7974
TYPE
Corporation
SMALL BUSINESS STATUS
No
6b. TELEPHONE NUMBER
863.345.1470
6c. EMAIL ADDRESS
1	rbeltran@dewber[Y.com
NAME OF FIRM (If blocl< 2a is a branch office)
The Dewberry Companies Inc.
Sa. FORMER FIRM NAME($) (If any)
Former name of Dewberry Engineers Inc. (DEi): Dewberry-Goodkind, Inc.; Goodkind & O'Dea, Inc.; Goodkind & O'Dea of New York, Inc.; Goodkind & O'Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)
Sb. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012
Sc. UNIQUE ENTITY IDENTIFIER

DEi: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB:CG6JSKCHEKN6

EMPLOYEES BY DISCIPLINE
PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
Function

Discipline
Number of Employees

Profile

Experience
Revenue
Code
FIRM
BRANCH
Code
Index Number
(see below)

02	Administrative	232	2	H04	Heating; Ventilating; Air Conditioning	1	
08	CADD Technician	80	2	S03	Seismic Designs & Studies	1	
12	Civil Engineer	329	1	W02	Water Resources; Hydrology/ Ground Water	2	
24	Environmental Scientist	64	2	W03	Water Supply; Treatment & Distribution	2	
29	Geographic Information System Specialist	95	2				
62	Water Resources Engineer	117	1				
	Water/Wastewater Engineer	101	7				

Other Employees
Total
1426
2444	17
ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OFFIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)
Federal Work	1
Non-Federal Work	4
C. Total Work	4
Z_	""--
PROFESSIONAL SERVICES REVENUE INDEXNUMBER
Less than $100,000	6. $2million toless than $5million
$100,000 to less than $250,000	7. $5million to less than $10million
$250,000 to less than $500,000	8. $10million toless than $25million
$500,000 to less than $1milion	9. $25m!lion to less than $50 million
$1million to less than $2 million	10. $50million or greater

AUTHORIZED REPRESENTATIVE
The forego;ng ;sa statement offacts.

DATE
September 4, 2024
TITLE
E. Stone, Jr., Director/Executive Vice President
p I  67 f 241
ARCHITECT- ENGINEER QUALIFICATIONS	1 SOLICITATION NUMBER
PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc.
(Panama City branch office)
2b.STREET
203 Aberdeen Parkway
3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER

2016	K3WDSCEDY1V5

5. OWNERSHIP
2c. CITY
Panama City
6a. POINT OF CONTACT NAME AND TITLE
2d. STATE
1	FL
2e. ZIP CODE
1	32405-6457
TYPE
Corporation
SMALL BUSINESS STATUS
Jonathan Sklarski, PE, Associate Vice President	No
6b. TELEPHONE NUMBER
850.571.1200
6c. EMAIL ADDRESS
1	jsklarski@dewber[Y.com
NAME OF FIRM (If blocl<2a is a branch office)
The Dewberry Companies Inc.
Sa. FORMER FIRM NAME(Sl flt anv)
Former name of Dewberry Engineers Inc. (DEi): Dewberry-Goodkind, Inc.; Goodkind & O'Dea, Inc.; Goodkind & O'Dea of New York, Inc.; Goodkind & O'Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design-
Builders Inc. (DDB)
Sb. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012
Sc. UNIQUE ENTITY IDENTIFIER

DEi: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB:CG6JSKCHEKN6

EMPLOYEES BY DISCIPLINE
PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
Function
Number of Employees
a.Profile
c. Revenue
r

Other Employees
Total

1089
2444
S04 S10
T02 T03 W02

48	W03
Sewage Collection, Treatment and Disposal
Surveying; Platting; Mapping; Flood Plain	6
Studies
Testing & Inspection Services	1
Traffic & Transportation Engineering	1
Water Resources; Hydrology; Ground Water
Water Supply; Treatment and Distribution	1
ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OFFIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)
Federal Work	3
Non-Federal Work	7
C. Total Work	7
PROFESSIONAL SERVICES REVENUE INDEXNUMBER
Less than $100,000	6. $2million to less than $5million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25million
$500,000 to less than $1milion	9. $25m!lionto less than $50 million
$1million to less than $2 million	10. $50million or greater

AUTHORIZED REPRESENTATIVE

a.SIG,TU

NAMED TITLE
{\
(_  ':) .-la
The foregoing is a statement of facts.

DATE
September 4, 2024
Dorn/Id E. Stone, Jr., Director/Executive Vice President
p I  68 f 241
ARCHITECT- ENGINEER QUALIFICATIONS	1 SOLICITATION NUMBER
PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)
2a.FIRM (or Branch Office)NAME
Dewberry Engineers Inc. (Raleigh branch office)
2b.STREET
261 O Wycliff Road, Suite 41O
3. YEAR ESTABLISHED	4. UNIQUE ENTITY IDENTIFIER
2013	K3WDSCEDY1V5

5. OWNERSHIP
2c. CITY
Raleiah
6a. POINT OF CONTACT NAME AND TITLE
2d. STATE
1	NC
2e. ZIP CODE
1	27607-3073
TYPE
Corporation
SMALL BUSINESS STATUS
Matthew B. West, PE, LEED AP, Vice President	No
6b. TELEPHONENUMBER
919.424.3770
6c. EMAIL ADDRESS
1	mwest@dewberry.com
NAME OF FIRM (ff bloc/< 2a is a branch office)
The Dewberry Companies Inc.
Sa. FORMER FIRM NAME($) (ff any)
Former name of Dewber7r En ·neers Inc. (DEi): Dewber -Goodkind, Inc.; Goodkind & O'Dea, nc.; oodkind & O'Dea of New ork, Inc.; Goodkind & O'Dea, Inc. (partnershi ); A.E. Friedgen, Inc.
Affiliated com(Canies: Dewberry Arc,tects Inc. (DAI); Dewberry Design- Builders Inc. DDB)
EMPLOYEES BY DISCIPLINE
Sb. YEAR ESTABLISHED	Sc. UNIQUE ENTITY IDENTIFIER

DEi: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB:CG6JSKCHEKN6

PROFILE OF FIRM'S EXPERIENCE AND
ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
Function
c. Number of Employees
a.Profile
c. Revenue
r

Other Employees
Total

280
2518

222
W02

W03
Water Resources; Hydrology; Ground	4
Water
Water Supply; Treatment and Distribution	6
ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OFFIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)
Federal Work	6
Non-Federal Work	9
C. Total Work	9
PROFESSIONAL SERVICES REVENUE INDEXNUMBER
Less than $100,000	6. $2million toless than $5million
$100,000 to less than $250,000	7. $5million to less than $10million
$250,000 to less than $500,000	8. $10million toless than $25million
$500,000 to less than $1milion	9. $25m!lion to less than $50 million
$1million to less than $2 million	10. $50million or greater

AUTHORIZED REPRESENTATIVE

NAME AtlTITLE
Donal E. Stone, Jr., Director/Executive Vice President

FIRM LICENSES
State Licenses

Please be advised that as of February 2021, the Florida Board of Professional Engineers (FBPE) does not require companies to renew their engineering licensure and therefore no longer have printable licenses nor applicable expiration dates, only a requirement that they be currently listed on the Board’s registry. Dewberry Engineers Inc. is up-to-date on professional registration to the board, which can be confirmed with a Florida Department of Business & Professional Regulation (DBPR) licensee search.

Personnel Licenses

	

Professional Surveyor and Mapper license
u.....,....,,..,...,_,.,..,,a.-..,."',72.A	,s,	ca

Page 75 of 241
QUALIFICATIONS AND EXPERIENCE
Ability and Adequacy of
Professional Personnel	WHY DEWBERRY?
We have carefullyselected our team of professionalsand technical experts to match our experience and expertise with the qualifications required. Our firm has a wide array of experience, disciplines, and resources available toprovide the required services to the Poinciana West COD. Our team can provide engineering design, planning management, technical, and administrative services as requested and will make a commitment to prioritize the CDD's needs.

Rey Malave, PE
DISTRICT ENGINEER

Our District Engineer, Rey Malave, PE, has 46 years of experience in civil engineering design and a diversified background in the designing and permitting of municipal infrastructure systems. Hisareas of expertise includes stormwater management systems, sanitary sewage collection systems, water distribution systems, and site development. Hehas managed and participated in the planning and designing of numerous large, complex projects for public and private clients. Hehas extensive knowledge of permitting requirements and has developed a rapport with permitting agencies, including the FDEP, FOOT, SWFWMD, and other local agencies. He has served as the District Engineerfor over 25 CDDs and ImprovementDistricts in Florida.

1	ASSISTANT DISTRICT ENGINEER
,'

Servingas Assistant District Engineer isJoey Duncan, PE. Hehas 42years of experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction ofwater and power infrastructure.Previously, Joey Duncan served
OUR ORLANDO OFFICE IS LOCATED APPROXIMATELY 42 MILES FROM POINCIANA WEST COD

LOCAL, EXPERIENCED DISTRICT ENGINEER READY TO WORK FOR YOU

COMPREHENSIVE UNDERSTANDING OF COD'S INFRASTRUCTURE AND OPERATIONAL NEEDS

350+ EMPLOYEES IN 15 OFFICES WITHIN FLORIDA, COLLABORATING TO SERVE OVER 50 CDDs IN FLORIDA

COHESIVE GROUP OF PROFESSIONALS INTEGRATED ACROSS SERVICE AREAS TO LEVERAGE SUCCESS FOR OUR CLIENTS

60+ YEARS HELPING CLIENTS BUILD AND SHAPE COMMUNITIES

the City of Jacksonville for over five years as Director of Public Works. Under his leadership, the team has provided a range ofexperts that meet each of the needs under this contract. This experience included infrastructurereview, floodplain mapping, SWMM Modeling, FEMAcoordination, resiliency, water quality, and CIP development.
Joey has a proven track record for meeting budgets and schedules on complex and short time framedesign projects. He is known for his ability to quickly adapt to changing schedules, design parameters, and client needs. Joey's diversified background in engineering design includes allaspects ofland development engineering including master drainage, stormwater management design, site grading, water and reclaim distribution, sewer collection/transmission systems, and project reviews for permitting agencies.

WE BUILD strongandlastingrelationshipswithour clients.Thecaliber ofour peopleandcombining unsurpassedclientservice withdeep subjectmatter expertise iswhat setsusapart. Weoperatewith the highestlevelofethics andtransparency.Our integrity-andthat ofour people-issecond tonone. Personal commitment toourclients andstandingbehindourworkare twocentraltenants ofourcultural statement, "Dewberry atWork."

Our project management and organizationalstructure within each key service areas demonstrates our thorough understanding of the scope ofthis contract and our desire to meet the objectives of the project assignments.
Our senior experienced professionalsare well versed in addressing their particular specialty area and have associates working under their direction to tackle any assignment fromPoinciana WestCOD efficiently. This organizationalstructure has a longhistory of success as a modelthat Dewberry has implemented across the country for similar CDDs and public agencies.
We will continue to develop and apply innovative concepts and techniques to design and manage all tasks effectively and efficiently. It is important to note that Dewberry is a full-service civil engineering firm that can meet your needs for any project - large or small.Dewberry can react quickly to client requests and provide all technical support under one roof.
Certified Minority Business
Dewberry Engineers Inc. is not a certified minority business.

Willingness to Meet Time and Budget Requirements
Dewberry recognizes the importance of maintaining project budgets. We havea longhistory of providing on-schedule services and projects that fit within the client's budget.
Over 85% of our work is from repeat clients, a testament to our ability to work within a budget and schedule.
The following proven actions will be used by our team to control the project budget:
ExperiencedStaff:The most effective means of meeting the design budget and schedule is by using experienced staff with the knowledge, training, and equipment necessary to perform their assigned tasks. Dewberry's Project Team has these attributes.
Construction BudgetControls:Weare acutely aware of thevolatile construction materials market and its impact on construction budgets. As such, we periodically update our cost data to verify that the most current unit prices are being used for the construction cost estimates.
ProjectSchedule: One way we keep costs in line is by developing and maintaining a schedule for each task.We build a design quality control checking date into every schedule prior to the submittal date for all project deliverables. We have found that
focusing on the submittal date often results in rushed or incomplete quality control checks of theplans.
Therefore, we will schedule a quality check date at least two weeks prior to the submittal date to make sure that the process is completed. This also allows our District Engineer and team to focus on the quality control date, resulting in plenty oftime for the process to work and thus further committing to the project's budget.
Past Experience and Performance
Formore than 45 years, our land development professionalshave combined an unsurpassed commitment toserving Floridadevelopers with deep subject matter expertise in a broad spectrum of professional services. We have served as District Engineer for over 50CDDs across Florida,varyingin size from 200 acres to close to10,000 acres. We are experienced in CDDs fromthe creation to operations.
Our clients benefit fromour local experience and presence and our familiarity with entitlement issues, plan development and review processes, and local codes and ordinances. We offercreative and cost-effective designs that transform communities.
We provide our residential clients with a range of services that include land planning, entitlement approval, infrastructuredesign and permitting, surveying, stormwater modeling, environmental review and
permitting, sustainable design, landscape architecture, and cost and schedule estimating. We envision possibilities to enrich communities, restore environments, and manage positive change.
The table shown on the following page demonstrates our COD experience throughout Florida.

ENRSOURCEBOOK
RANKINGS

Q....i111	DESIGN
g	FIRMS 
c; 	#21

IaJ:.:I
=>
IJ.I	2
a::	\!)
IJ.I
IJ.I
z	VI
\!)	IJ.I
.....	I-	0
::c	<I:
z	I	ii:
.	IJ.I
vi	a::
u
a::
z
IJ.I
IJ.I
IJ.I
0
IJ.I
z
IJ.I
\!)
<I:	0
IJ.I
IJ.I
\!)
>	2 z	Q.	6
ti	::::;	z	s
z i= <I:	=a:>:
ii:	z	0
I_J.,I
2	0a::
u
VI	IJ.I  I-
I- 	z
IJ.I	<I:
a::
2	0z 	a>::  zVI
<_I:, =>	0	0
> a::
CDD, LOCATION
0	Q.	0	......	a::	I-
z IJ.I  <_I,: =>
 ......

Cascades at Groveland CDD, Groveland, FL
Country Greens CDD (Sorrento Springs CDD), Lake County, FL Covington Park CDD, Hillsborough County, FL
Deer Run CDD, City of Bushnell, FL
• • •
• • •
VI

• • •
• • •
IJ.I Q.

•
•
VI

•••
•••
Dowden West CDD, Orange County, FL East Park CDD, Orange County, FL
• • • •
•• •
•••
Greater Lakes - Sawgrass Bay CDD, Lake Wales, FL	• •
• • • •
•••
Lakewood Ranch CDDs 1, 2, 4, 5, 6, Manatee County, FL Lakewood Ranch Stewardship, Manatee County, FL
Live Oak Lake (Twin Lakes Development) CDD, Osceola County, FL
• • • • • • •
•••
Montecito CDD, Brevard County, FL Narcoossee CDD, Orange County, FL
On-Top-of-the-World CDDs, Marion County, FL

• • • • • •
• • ••

Osceola Chain of Lakes, Osceola County, FL
Reedy Creek Improvement District, Osceola County, FL Reunion Resort CDD, Osceola County, FL
East 547 CDD, Polk County, FL
• • •
• •
• •• •
• •• •
•••
••
Eden Hills COD, Polk County, FL
VillaSol CDD, Osceola County, FL
• • •
• • • •
•••
West Villages Improvement District, Sarasota County, FL	• • • • • • • •••

Geographic Location
Dewberry's headquarters are located in Fairfax,at 8401 Arlington Boulevard, Fairfax, VA22031.Local to Shingle Creek at Bronson, Dewberry has 15 office locations and over 350 employees in Florida,where we bring expertise, qualifications, and resources to clients throughout the State.
Locatedin our Orlando office at800 North Magnolia Avenue, Suite 1000, Rey and members of the project team will be responsive, make frequentvisits,and be readily available for meetings, presentations, or sitevisits. Additionally, our project team includes local Orlando staffmembers proposed for this contract, which leads all components of our assignments to be developed concurrently by a cohesive team.
Thanks to our extensive presence across Florida,and specifically, in Central Florida, our approach to the District's projects will combine our understanding of the various project assignments with our experience in identifying the District's needs to develop the appropriate project team for each assignment. This allows us to minimize the time needed from project request to "boots on theground" activity.
Inaddition, our ProjectTeam is supported by nationally-recognizedsubject matter experts and dedicated quality control staffwho have the required capacity to provide the array of required services to Shingle Creek at Bronson. This depth
of organization permits us to call upon specialists and a broad base ofsupport to satisfy diverse or manpower intensive tasks.

Delarxl
I ·8"	.....	• PanartwOty	,1,h?rr..	tirtlld(O(l$jme,

--·
C,INS
*
.,kt

...
(,1lh,u1t
""""'""'
twm.(i -	• lal:.eslt.?lancfngs
"IIO"f"p".Jrl_...of	"'
fS<anbfa	• 81tuntSIOWl'l	• "-11Cil(	•ULnrnod'--11(1,2,	lm11onfflefl lf'IOl.ffli0n
Ou ., •• * rla oo
...

(Jkhkl	• 011111.mooitw	• Qum<,
Ciulf	• (ll<oS.,W	• SIMijrks

0 llYCO.-l.at

Rll<p,ll_ol.	,,
Aft.is
Lakeland •	••
..

JMbon	• OelOIW	• 'ampa
JeriaS(WI	·-	• Wausau
·l le	e:nan111n18eMb

OS<toliChalnoUAej	•  fbdaPowmandlfctlt
ittltfC•eet1nprOWNl"tm	com..,,
_O,,b,l,'i_O
Pioetlas •  it •Oil 1h

,	Rtver
Ol<t-edic>Off
St lucie
. ,	.• _flttpe.,1..1 .
lfDNI
UUllltS
""""
Kg...,1,
·l
l")'
..,...
coos	• VitrJl.Ml	• CiullC SUtcCcatgt	Mart•
g,y1...ic....	•Vill,Sol	• GullC ltct1i<

-o....
.,...	• (ffli<lts•Ci, nd

W'"""4

Gulf?ov.tf
°'"t'	• IMnt'>,(llJ	• (b.Jn!lciHIIISl	Other Agencies	• Jacb:lm\llefk<IJk	P.lffl8•acih
°"""	• IQ(,Jn,1	• Counr,yC-cens	•le""""""'	Hend,y
Pint&»\	. ,...

• C°""'"'P•ll.

8'yc.untyS<toolS	• Llgt!l'IIOWl,JlilitS
.."."."....
J>,·
Cr-oss-,,,,ladfw	• (tnCUIIIOtlda	•(IIWIOOU..-S
Cross'MldWcst	txp<tt.w AIJtKr	CO!lllti"'°"
l<11CW<1k5	• lR SOUIII	•o1w,.. ,;,,y,,.	• Sffll110ltSl.tt(OlletCt4
Semnott	• UllflHII	• Ot'ffRu	UtllwsCoor..WOll	cam,uses)
S.m>r	•IJUIHMI	•°"""""""	• Cl,y(o,ruyldy	• SoulHl011dlW.M.et
Suw.Mtt	...,_

I.S:IPJtl

M.lft.¢fflffl1Dkltid
0.-.(""IY	• SouUt#tstO,,id.JV.)!Cf

Dewberry Locations
Grt»r iltts/SMgi&
f holln.strtl
M.1Okitk:t	e City Continuing Service Contracts
"Hl'gMarnl,.._,	• IOOIVI.OJ.L &	• Sll't UnMrsity	e Community Development Districts	1
Hlg!<and... _,We,
,op.c, pNI	• fifflfi18l,WMtt
S.¥tYSm,m	Aulllf1ty
!COO) Continuing ServiceConi,acts

Recent, Current, and Projected Workloads
Dewberry has an excellent track record of meeting time and budget requirements on the projects we highlighted in this response and are committed to meeting the goals of the PoincianaWest COD.
Our team, supported by a strongin-house team of infrastructuredesign specialists, planners, surveyors, environmental scientists, ROW mappers, roadway engineers, MOT engineers, and construction inspection personnel. As such, Dewberry has the capacity to address all of the District's needs throughout the term of this contract.
Due to the capacity and availability of our proposed staff,we can commit our dedicated team members for these important projects. Our proposed District Engineerhas 40% availability.
Volume of Work
We have not worked with the Poinciana WestCOD, but Dewberry has extensive workingexperience with numerous coos. As demonstrated throughout our proposal, we currently serve as the District Engineerfor over 50 CODs in Florida, which allows us to provide PoincianaWest with the unique experience, familiarity, and understanding of the type ofservices that willbe requested.

SWEETBAY COMMUNITY DEVELOPMENT DISTRICT.

Section B
STATEMENT OF QUALIFICATIONS
REQUEST FOR QUALIFICATIONS FOR ENGINEERING SERVICES FOR THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT

Submitted September 6, 2024

Ms. Tricia Adams
c/o Governmental Management Services-Central Florida, LLC
219 E. Livingston Street Orlando, Florida 32801
Submitted by:

810 East Main Street Bartow, FL33830
863-537-7901
admin@raylengineering.com www.raylengineering.com
September 6, 2024

Ms. Tricia Adams
c/o Governmental Management Services-Central Florida, LLC 219 E. Livingston Street
Orlando, Florida 32801

RE: REQUEST FOR QUALIFICATIONS FOR ENGINEERING SERVICES FOR THE POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT

Ms. Adams,
Rayl Engineering & Surveying, LLC and our respective team members are pleased to present to the Selection Committee this response to the above referenced Request for Qualifications. We are confident that no other team can bring the project understanding, expertise, and experience to this RFQ that we do.

Rayl Engineering & Surveying, LLC appreciates the opportunity to submit a response to this RFQ for Professional Engineering Services for the Poinciana West Community Development District and looks forward to your favorable evaluation.
Sincerely,

Alan L. Rayl, PE, PSM
Rayl Engineering & Surveying, LLC

Table Of Contents

SECTION 1	ABILITY AND ADEQUACY OF PROFESSIONAL PERSONNEL

SECTION 2	CERTIFIED MINORITY BUSINESS ENTERPRISE

SECTION 3	WILLINGNESS TO MEET TIME AND BUDGET REQUIREMENTS

SECTION 4	CONSULTANT’S PAST EXPERIENCE AND PERFORMANCE

SECTION 5	GEOGRAPHIC LOCATION

SECTION 6	RECENT, CURRENT, AND PROJECTED WORKLOADS

SECTION 7	VOLUME OF WORK PREVIOUSLY AWARDED TO CONSULTANT BY CDD

Appendix

CORPORATE RESUME

RAYL ENGINEERING & SURVEYING, LLC EMPLOYEE RESUMES

FORM 330

ORGANIZATIONAL CHART OF RAYL ENGINEERING & SURVEYING, LLC

LICENSES AND INSURANCE
Section 1  Ability and Adequacy of Professional Personnel    (Weight 25 Points)

Rayl Engineering & Surveying, LLC is an S Corp business and has been since being founded in August of 2009. Our office is located at 810 E Main Street, Bartow, FL 33380.

Alan L. Rayl, PE, PSM is the Owner and solely in charge of all management decisions. Alan opened the firm after being with other firms in the Tampa Bay and Central Florida markets since 1987. During the economic downturn, Alan also held the position of Polk County Engineer in the Land Development Division of the Office of Planning and Development. Alan Rayl is involved in all aspects of all Engineering & Surveying projects as well as Client and customer service. Alan Rayl will be personally involved in all engineering and construction related tasks.

Our team is made up of nine (9) employees all located in our Bartow office. Among those are a dual licensed Professional Engineer & Surveyor, a licensed Professional Engineer, one licensed Engineering Intern (EIs), three CAD Design Technicians, and three clerical/administrative staff members.

We provide private sector land development engineering design and permitting across Central Florida, as well as public sector consulting to many of Polk County municipalities. Our clientele includes local developers and businesses, multiple Community Development Districts and Property Owner’s Associations/Homeowner’s Associations, National Home Builders, the cities of Mulberry and Fort Meade, and the Town of Dundee. Our in-house services include general civil engineering and land surveying services. When needed, local specialty sub-consultants are utilized on a per- project basis.

Please see Appendix A and Appendix B for Rayl Engineering & Surveying, LLC’s corporate resume, as well as all employee resumes.
Section 2	Certified Minority Business Enterprise (Weight 5 Points)

Rayl Engineering and Surveying, LLC is not a certified Minority Business Enterprise.

Section 3	Willingness to Meet Time and Budget Requirements (Weight 15 Points)

Our success is a byproduct of our Client’s success. This comes from our ability to provide responsive, timely service with the greatest amount of Professional expertise and care for fees that meet our Client’s budget expectations.
Having served as the primary engineering consultant for other Community Development Districts, we have an intimate understanding of the needs, strengths, and challenges that these entities face.

By not keeping a large in-house staff or high overhead, we can pass on these efficiencies to our Clients to bring their projects to fruition.
SECTION 4	Consultant's Past Experience and Performance	(Weight 25 Points)

Rayl Engineering and Surveying, LLC has extensive experience in the Polk County area and is the current District Engineer for the Lake Ashton I, Lake Ashton II, Silverleaf, and Towne Park Community Development Districts. We have previously worked with Highland Estates, Highland Meadows, and Stuart Crossing Community Development Districts, as well.

We have provided a variety of services to the Lake Ashton CDDs including a pavement and curbline assessment and inventory, Pickleball court design and permitting, pond repair recommendations, and more.

Pavement and Curbline Assessment and Inventory - Rayl Engineering and Surveying, LLC reviewed all of the pavement and curbline conditions within Lake Ashton II COD. The assessment noted any broken or sunken pavement and/or areas with impaired function. Once assessed, Rayl Engineering and Surveying, LLC compiled a recommended repair list. A Pavement Condition Index assessment was completed to score the condition of the road network. Each roadway was given a score based off of condition factors. Once scored, the roads were assigned a recommended action. This assessment resulted in a 200+ page report for the Lake Ashton II COD to utilize in making budgeting, maintenance, and capital improvement decisions.

SECTION 4	Consultant's Past Performance	(Weight 25 Points)

Lake Ashton II COD Pickleba/1 Courts and Parking Lot - Serving as District Engineer for the Lake Ashton II Community Development District we have worked on numerous projects including the design, permitting, and development of two new Pickleball courts and ancillary parking lot at their existing Health and Fitness Center.

Lake Ashton II COD Pond Repair - Recommend and supervise maintenance and repairs to over 30 stormwater ponds as part of the Lake Ashton II COO Master Surface Water Management System. Once repairs were completed, the project received a permit compliant certification from SWFWMD.

Lake Ashton II COD SWFWMD Permit Certifications - Ongoing monitoring of Surface Water Management System as part of continued required SWFWMD certifications.

Traditions Subdivision, Winter Haven - Served both the developer (Lennar) and the HOA with miscellaneous services including flooding remediation and shoreline enhancement projects.

Towne Park COD - District Engineer for the 585-acre development east of County Line Road in the City of Lakeland, Polk County.

Lake Ashton I COD- District Engineer- Rayl Engineering & Surveying, LLC was the preferred consultant to replace Dewberry as District Engineers for Lake Ashton I in 2019 and has been serving in that capacity since.

Polk County BOCC (2012 - 2015) - Served as Polk County Engineer in charge of review and approval of all development projects within Polk County. Consultant's designs were reviewed by staff for compliance with the Polk County Comprehensive Plan, the Land Development Code, and the Utilities Code.

SECTION 5	Geographic Location (Weight 20 Points)

Since being founded in 2009, Rayl Engineering & Surveying, LLChas been headquartered in Bartow, FL. The owner of Rayl Engineering & Surveying, LLC, Alan L. Rayl, is available at all times via phone, email, or text. When sub­ consultants are needed to provide specialized expertise (Geotechnical, Environmental, etc.) local professionals are used to the greatest degree practicable.

SECTION 6	Recent, Current, and Projected Workloads (Weight 5 Points)

Rayl Engineering and Surveying, LLC is currently at 90% of workload capacity for September and has a projected workload capacity of 80% for October, November, and December. Rayl Engineering and Surveying, LLC is adequately staffed for current and future expected workload. We also have the ability to partner with other consultants if special circumstances warrant.

Recent, Current, and Projected Workloads
100
90
80
70
0
32  60
so
.... 40
V)
'#.	30
20
10
0
September '24	October '24	November '24	December '24

SECTION 7	Volume of Work Previously Awarded to Consultant by COD (Weight 5 Points)

Rayl Engineering and Surveying, LLC has not been awarded any work by the Poinciana West Community Development District to date.

Appendix A

Corporate Resume

810 East Main Street • Bartow, FL 33830 • 863-537-7901 • admin@raylengineering.com
CORPORATE RESUME

EXPERTISE

Rayl Engineering & Surveying, LLC was formed in August 2009 by Alan L. Rayl, PE, PSM. Since that time, our firm has provided professional services to numerous public and private sector clients across Central Florida and the Midwest. Our clientele includes local developers and businesses, multiple Community Development Districts and Property Owner’s Associations/Homeowner’s Associations, National Home Builders, the cities of Mulberry and Fort Meade, and the Town of Dundee.

Our firm believes heavily in community involvement. We volunteer. We participate. We get to know our Clients and their priorities. This provides a personal investment for us and makes us part of the communities we serve.

SERVICES

Rayl Engineering & Surveying, LLC offers a comprehensive set of Civil Engineering and Land Surveying services that include:

Residential Civil Engineering Design and Permitting
Commercial Civil Engineering Design and Permitting
Construction Administration
Land Surveying
Feasibility Studies and Conceptual Plans
Due Diligence Investigation
Site Forensic Evaluations and Remediation Designs
Expert Witness Research and Testimony
CDD District Engineer Services
RFQ/RFP Preparation
Site Plan Review Services
SWFWMD Compliance Solutions

EXPERIENCE

The following are projects performed by Rayl Engineering and Surveying, LLC and/or by its principal, Alan Rayl, PE, PSM.

Patterson Park, Fort Meade, FL – Restoration of utility service to the park bathroom facility through new water and wastewater lines, includ- ing a new onsite lift station. The project also includes re-establishment of the Park Concession facilities (including new utility service) and the upsizing of a local water line to improve service and pressure.

CFRPC Office - Bartow, FL
Engineer of Record for the Award-Winning redevelopment of the existing CFRPC office site. Services provided were design of demolition of existing asphalt parking lot and replacement with a pervious paving system made from recycled rubber tires. The approximately 10,000 sf parking lot contains over 4,000 used tires. The project also included a site-wide comprehensive design and installation of new landscaping consisting of Florida-native plants, including a micro-irrigation system.

Citywide Stormwater Utility Fee - Mulberry, FL
Rayl Engineering & Surveying, LLC coordinated with City administration to correct the assessments being made for the Stormwater Utility Fee. The City was not initially aware of the need for this correction. The Ordinance provided for a flat rate ($4) for residences and an impervious surface coverage-based rate for non-residential properties. At the initial implementation, all properties were being assessed the $4 fee. This was costing the City over $44,000/year in uncollected fees.

Lake Ashton I CDD (Lake Wales, FL) and Lake Ashton II CDD (Winter Haven, FL)
Rayl Engineering & Surveying, LLC is the current District Engineer for the Lake Ashton I and II Community Development Districts. We have provided a variety of services to the CDDs including a pavement and curbline assessment and inventory, Pickleball court design and permitting, pond repair recommendations, and more. Alan L. Rayl has been serving the Lake Ashton I CDD since 2019 and the Lake Ashton II CDD since 2015. Rayl Engineering & Surveying, LLC was the preferred consultant to replace Dewberry as District Engineers for Lake Ashton I in 2019 and has been serving in that capacity since.

810 East Main Street • Bartow, FL 33830 • 863-537-7901 • alan@raylengineering.com www.raylengineering.com

Appendix B

Rayl Engineering & Surveying, LLC Employee Resumes

810 East Main Street • Bartow, FL 33830 • 863-537-7901 • admin@raylengineering.com www.raylengineering.com
Alan L. Rayl, PE, PSM
President/Owner
Alan Rayl has been a Registered Professional Engineer in the State of Florida since 1991 and has also been a RegisteredProfessional Surveyor and Mapper in Floridasince1997. Alan founded Rayl Engineering and Surveying, LLCon August 24, 2009.

Professional Registrations
Florida Registered Professional Engineer #44116 Georgia Registered Professional Engineer #28580 Indiana Registered Professional Engineer #920107
Florida Registered Professional Surveyor and Mapper #5736 FDEPCertified Stormwater Inspector #5386

Education
Bachelor of Science, Civil Engineering - Purdue University 1987

Special Qualifications
Former County Engineer for Polk County Land Development Division
More than 35 years of experience, encompassing commercial, residential, municipal, and transportation facilities in the Midwest, South and Central Florida, and the Caribbean.
Experience managing and performing all types of public and private land development projects, from inrtial appraisals and master planning through preparation and design of construction documents, construction observation, and certifications.
Direct experience with regulatory programs of local municipalities and Counties and the State of FloridaWater Management District, as well as the FloridaDepartment of Environmental Protection, FEMA, and the U.S. Army Corps of Engineers affecting stormwater, water and sewer utilities, and wetlands.
Professional Organizations and Memberships
Commissioner, Crty of Bartow CRA, 2009-2017; Chairman, 2011-2012, 2012-2013, 2016-2017 Florida Stormwater Association, Conference Committee Member (2016-2021)
Florida Redevelopment Association, Committee Member (2019) Past Member, International Council of Shopping Centers
Polk County Builder's Association, (Member (2009-present), Board Member,
(2019- 2022), 1st Vice President 2021, Governmental Affairs Co-Chair (2010-2011), Chair (2019-
2021), President-Elect 2022, President 2023
Member, Polk County UtilrtyCode Update Stakeholders Committee (2010-2011) Member, City of Lakeland Subdivision Code Update Committee, 2011
Member, City of Bartow Gateways Project Committee, 2011 Member, City of Bartow Focus Group, 2020 - present Graduate, Leadership Bartow, Class XIII, 2008-2010 Graduate, Leadership Polk, Class IV, 2010-2011
Leadership Polk Alumni Association, Steering Committee, 2011-2020; Membership Committee Chair, 2016-2020
Bone Valley SAS Focus Group ACEMentor Volunteer (2018)
Polk County School Board Volunteer
Florida Surveying and Mapping Society, Ridge Chapter Lake Wales Area Chamber of Commerce, Member
Greater Mulberry Chamber of Commerce, Board Member, 2008-2016; President, 2012 Dundee Area Chamber of Commerce, Board Member, 2019
Fort Meade Chamber of Commerce, Member Hardee County Chamber of Commerce, Member
Bartow Chamber of Commerce, Member; Board Member, 2016-2020 Mainstreet Bartow, Member
Florida Engineering Society, Ridge Chapter, State Director (2010), Engineer of the Year (2010),
President, (2009-2010 & 2015-2016), Vice President (2008-2009), Engineer of the Year (2023)

Garrett Posten, PE
Project Engineer

Garrett Posten has been employed as a Project Engineer with Rayl Engineering and Surveying, LLC since September of 2020.

Professional Registrations
Florida Registered Professional Engineer #98652
Qualified Stormwater Management Inspector, Inspector Number 49541

Education
Master of Science, Engineering Management - Missouri University of Science and Technology 2020 - 2022
Bachelor of Science, Civil Engineering - Missouri University of Science and Technology 2019

Special Qualifications
Experienced in floodplain structures, municipal water and sewer, and stormwater
systems.
Experienced in drainage modeling and flood studies Experienced in designing and creating drawings in AutoCAD.
Experienced in designing apartment complexes, car washes, subdivisions, and multifamily projects.
Experienced with Community Development Districts including meetings, handling bid requests for COD projects, coordination with contractors, board members, and residents, as well as community project scheduling.

Professional Organizations and Memberships
Member of FloridaEngineering Society
Bartow Leadership, Class XX Member

Project Experience

Lake Ashton I COD - Handles bid requests for COD projects, coordination with contractors, board members, and residents, as well as community project scheduling. Handles SWFWMD permitting for Water Use Permits and Environmental Resource Permits.

Lake Ashton II COD - Handles bid requests for COD projects, coordination with contractors, board members, and residents, as well as community project scheduling. Handles SWFWMD permitting for Water Use Permits and Environmental Resource Permits.

Bubble Down Car Wash - Assists in design and permitting of numerous Bubble Down Car Washes in Florida.

Caleb Wingo, El
Project Engineer
Caleb Wingo has been employedas a Project Engineer with Rayl Engineering and Surveying, LLCsince January 2023.

Professional Registrations
Engineer Intern # 1100026664

Education
Bachelor Of Science Degree In Mechanical Engineering - Florida Polytechnic University, December 2019

Special Qualifications
Experienced in designing and creating drawings in AutoCAD
Experienced in drainage modeling and flood studies
Experienced in Roadway design
Experienced in WaterCAD modeling and simulations

Project Experience
Project Engineer on numerousprojects with a Citrus Plant including drainage design, building design, and pressurized water system design
Performed calculations and written reports for numerousprojects
Performed srte visits for survey and drainage work
Reviewingprojects for the Town of Dundee in various stages to ensure that they meet the Town code requirements (PSP, CSP, etc.)

Viviana Rosado
Sr. DesignTechnician
Viviana Rosado has been employed as a CAD Technician with Rayl Engineering and Surveying, LLC since June of 2019.

Education
Drafting and CAD, Course Study Diploma - Manati, Puerto Rico, US

Special Qualifications
Over 10 years experiencepreparing construction plans, both residential and commercial, in Auto CAD.
Experienced in construction inspection and estimate preparation.

Project Experience
Tampa Telecom Park - Preparation of Master Site Plan, Preliminary Plat, Master Grading, Master Drainage Plan, and more for the 6 out parcel commercial development in Temple Terrace.

KRC Gun Range - Prepared preliminaryplans for a 55-acreprivate gun range and tactical training center. This project is made up of 15+ shooting ranges, RV sites, cabins, meeting center, and more.

Crosstown Properties - Worked on the preliminary plans for a multi-parcel commercial development in Brandon, Florida.

USF Federal Credit Union - Designed constructionplans for a new Credit Union branch in Telecom Park that is located in Temple Terrace, Florida.

Nutrien AG - Prepared srte construction plans for an 80,000 square foot dry fertilizer storage and handling facility in Mulberry, Florida.

Bubble Down - Designed constructionplans for 10+ new car washes

Alafia Utilities - Designed plans for the extension of 3+ miles of potable water, reclaimed water, and sanitary sewer forcemain to serve new development in Mulberry.

Missing Link- Prepared plans for 500 +/- acre mrtigation bank in Northeast Polk County

Haines City Gas Station - Designed construction plans for a new gas station located in Haines City

Janet Taylor
Sr. DesignTechnician
Janet Taylor has been employed as a CAD Technician with Rayl Engineering and Surveying, LLC since December of 2021.

Education
Architectural Drafting Diploma, Ridge Vo-Tech, Winter Haven Florida

Special Qualifications
Over 34 years experience preparing construction plans, both residential and commercial
Over 20 years experienceusing AutoCAD
Experienced in construction inspection and estimate preparation.

Project Experience
Checked proposed Plats for Sol Vista & Crystal Lake Preserve.
Wrote Description & made map of proposed R/W for Lake Marie Drive, & for new lots at Lake Walker.
Prepared construction plans for Dundee Splash Park, & 490-unit apartment complex in Bartow
Prepared site plan for apartment complex in Arcadia
Wrote descriptions & prepared map of new parcels at shopping center
Prepared map for new lots in Frostproof for conservation subdivision
Prepared construction plans for wedding venue project
Prepared construction plans for apartment complex project in Lakeland

Maura Torres
Sr. Design Technician
Maura Torres has been employed as a CAD Technician with Rayl Engineering and Surveying, LLC since June of 2024.

Education
Drafting - Ridge Career Center, Winter Haven, FL, 2013-2014
Bachelor’s Degree Civil Engineer - Instituto Polytechnic “José A. Echeverría” (ISPJAE), Cuba, 1993

Special Qualifications
Over 10 years experience preparing construction plans, both residential and commercial, in Auto CAD.
Experienced in construction inspection and estimate preparation.
“Best of Show” in Blueprint & Modeling Competition - 2014

Kayla Derrick
Office Manager/Executive Assistant
Kayla Derrick has been employed as a Office Manager/Executive Assistant with Rayl Engineering and Surveying, LLC since 2018. Kayla has ove 10 years of Administrative experience and over 6 years of experience in the engineering and land development field.
Education
Master of Business Administration,Human Resource Management - Lynn University, 2017
Bachelor of Science, Business Management and Supervision - South Florida State College, 2016
Associate in Arts, Business Management - South Florida State College, 2013

Professional Organizations and Memberships
State of Florida Notary Public - Commission Number HH 328171Exp. 11/08/2026
Alumni of Leadership Lake Wales, Class 21
Member of the International Society of Baccalaureate Scholars

Responsibilities
Responsiblefor day-to-day business operations
Manage AP and AR accounts
Drafting correspondence and presentations
Assist company President with preparation of detailed technical reports, studies, and presentations
Perform processing of payroll and employeebenefits
Complete project submittals to all permitting agencies including SWFWMD, DEP, and local Cities and Counties

Valerie Wheatley
Administrative Assistant
Valerie Wheatley has been employed as an Administrative Assistant wrth Rayl Engineering and Surveying, LLC since July 2023. Valerie hasover10 years of experienceas an AdministrativeAssistant and over 4 years of experience in the permitting and land development field.
Professional Organizations and Memberships
State of Florida Notary Public - Commission Number HH 176207 Exp. 9/19/2025

Responsibilities
Responsiblefor assisting with day-to-day business operations
Drafting correspondence and presentations
Assist with preparation of detailed technical reports, studies, and presentations
Assist with project submittals to all permitting agencies including SWFWMD, DEP, and local Cities and Counties.
Reviewing & uploading documents viapermit portals through Polk County, City of Lakeland, SWFWMD, CSX & Project Dox, etc.
Completing School concurrency's, Legal Ad's/ Affidavits, & DOH/DEPforms, for permitting purposes.

O'Lise Rayl
Clerical/Administrative Assistant
D'Lise Rayl has been employed as an Executive Assistant with Rayl Engineering and Surveying, LLC since 2020. D'Lise has over 30 years of experience in the Administrative field.

Experience
Previous Polk County Board of County Commissioners/land Development Division/Development Coordinator II
Responsiblefor conducting operations and procedures related to the development review process.
Managed and tracked development projects through various programs and software.
Scheduled and/or attended pre-construction or other development related meetings, upon request.
Coordinated with inspectors to finalize projects upon completion of site work.
Coordinated with the building, codes and utilities departments on items required for projects.
Communicated with property owners, engineers, archrtects and other county
personnel regarding projects.

Responsibilities
Responsiblefor day-to-day business operations
Drafting correspondence and presentations
Assist in project submittals to all permitting agencies including SWFWMD, DEP, and local Cities and Counties

Appendix C

Form 330

810 East Main Street • Bartow, FL 33830 • 863-537-7901 • admin@raylengineering.com www.raylengineering.com

ARCHITECT - ENGINEER QUALIFICATIONS

PART I • CONTRACT-SPECIFIC QUALIFICATIONS

CONTRACT INFORMATION

TITLE AND LOCATION (City and State)
REQUEST FOR QUALIFICATIONS FOR ENGINEERING SERVICES FOR THE POINCIANA WEST COD
PUBLIC NOTICE DATE	3. SOLICITATION OR PROJECT NUMBER

NAME AND TITLE
Alan L. Ray_l, Owner I President
NAME OF FIRM

ARCHITECT-ENGINEER POINT OF CONTACT

r
 863-537-7901	NIA	alan@ravleni::,ineerini::,.com
PROPOSED TEAM
(Complete this section tor the prime contractor and all key subcontractors.)
	(Check)	
9. FIRM NAME	
10. ADDRESS	
11. ROLE IN THIS CONTRACT			
	w
::;;
ir
0..	0::

...,0:
8.	z
::i
en				

a.				Rayl Engineering and Surveying,
LLC

OcHECK IF BRANCH OFFICE	810 East Main Street, Bartow, FL 33830	Civil Engineering Consultant	

b.				

□CHECK IF BRANCH OFFICE			

c.				

□CHECK IF BRANCH OFFICE			

d.				

□CHECK IF BRANCH OFFICE			

e.				

□CHECK IF BRANCH OFFICE			

f.				

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

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

Alan L. Rayl	13. ROLE IN THIS CONTRACT

Principal in Charge I Project Manager	14. YEARS EXPERIENCE	
		e. TOTAL	lb. WITH CURRENT FIRM
39	15 years	
FIRM NAME ANDLOCATION (Cil.'f and State)
Rayl Engineering and Surveying, LLC, Bartow, Florida
EDUCAT!ON (Degree and Specialization)
Bachelor of Science, Civil Engineering - Purdue University 1987

CURRENT PROFESSIONAL REGISiRATION (Stare and Discipline)
Florida Registered Professional Engineer #44116 Georgia Registered Professional Engineer #28580 Indiana Registered Professional Engineer #920107
Florida Registered Professional Surveyor and Mapper #5736

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Florida Engineering Society; Florida Surveying and Mapping Society; Florida Stormwater Association; Florida Redevelopment Association; Polk County Builders Association; Mulberry, Winter Haven, Fort Meade & Bartow Chamber; More on resume,

RELEVANT PROJECTS

a.	(1) TITLE AND LOCATION (City and State/
Lake Ashton II Pavement and Curbllne Assessment and Inventory
Lake Ashton II COD, Winter Haven, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,'CONSTRUCTION (If applicable)
2019	2019	
	(3) BRIEF DESCRIPTION (Brief soope, size. cost etc.) AND SPECIFIC ROLE	[ZJCheck if project performed with current firm
Surveyed all of the pavement and curbline within Lake Ashton II COD. The assessment noted any broken or sunken areas of pavement and/or areas with impaired Junction. A pavement condition assessment was completed to rate the condition of the surface of the rood network, Roads were scored and assigned a recommended action.		

b,	(1) TITLE AND LOCATION (City and State)
Lake Ashton II Pickleba/1
Lake Ashton II COD, Winter Haven, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES'CONSTRUCTION (If epp/icable)
2018	2019	
	(3) BRIEF DESCRIPTION /Brief scope, size, cost, etc.) AND SPECIFIC ROLE	[ZjCheck if project performed with current firm
Design, permitting, and development of two new Pickleba/1 courts and ancillary parking lot at their existing Health and Fitness Center.		

c.	(1) TITLE AND LOCATION (City and Stel!I)
Lake Ashton I Pavement and Curbline Assessment and Inventory
Lake Ashton I COD, Lake Wales, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,!CONSTRUCTION (If applicable)
2020	Current	
	(3) BRIEF DESCRIPTION {Brief soope, size, cost, etc.) AND SPECIFIC ROLE	[ZJCheck if project performed with current firm
Surveyed all of the pavement and curbline within Lake Ashton II COD. The assessment noted any broken or sunken areas of pavement and/or areas with impaired Junction. A pavement condition assessment was completed to rate the condition of the surface of the road network. Roads were scored and assigned a recommended action,		
	(1) TITLE AND LOCATION (City and Sfete)
Traditions Subdivision
Winter Haven, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,!CONSTRUCTION (If applicable)
2017	2017	
	(3) BRIEF DESCRIPTION {Brief scope, size, cost, etc.) AND SPECIFIC ROLE	[ZjCheck if project performed with current firm		
Served both the developer (Lennar) and the HOA with miscellaneous services including flooding remediation and
	shoreline enhancement.		

8,	(1) TITLE AND LOCATION (City and State)
Lime Avenue Drainage Issues
Lime Avenue, Dundee, Florida	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES,CONSTRUCTION (If applicable)
2019	2019	
	(3) BRIEF DESCRIPTION(Brief scope, size, cost, etc.) AND SPECIFIC ROLE	[ZJCheck if project performed with current firm
Surveyed the existing conditions in the affected areas including roadway edge of pavement, driveways, driveway culverts, swales, storm structures and other related features. Created a construction plan and design for remediating the conditions causing the flooding. Provided construction phase services.		
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATEPROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Comple_te on Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER		
21. TITLE AND LOCATION (City and Sista)
Towne Park Community Development District, Lakeland, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2022-Current	2022-Current		

PROJECT OWNER
Towne Park Communitv Develooment
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Tricia Adams. District Manaaer

POINT OF CONTACT TELEPHONE NUMBER
863-241-8050
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (lncluds scope, size, and cosl)
Coordinated evaluation and acceptance of 13.3 miles of public roadways for acceptance by the City of Lakeland. Included rehabilitation and repaving, construction observation, certification, pay request review and evaluation, performance and warranty bond coordination, and final inspection for acceptance.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City snd State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

b.	(1) FIRM NAME	(2) FIRMLOCATION (City and State)	(3)ROLE	
c.	(1) FIRM NAME	(2) FIRMLOCATION (City and state)	(3) ROLE	

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

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

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and Stare)	(3) ROLE	
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 1O projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
2			
21. TITLE ANDLOCATfON (City and State)
Pavement and Curbline Assessment and Inventory Lake Ashton II COD, Winter Haven, Florida	22. YEAR COMPLETED			
	PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
2019	2019			

PROJECT OWNER
Lake Ashton II COD
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Christine Wells. Communitv Director

POINT OF CONTACT TELEPHONE NUMBER
863-324-5457

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO 'THIS CONTRACT (Include scope, size, and cost)
Rayl Engineering and Surveying, LLC reviewed all of the pavement and curbline conditions within Lake Ashton II COD. The assessment noted any broken or sunken pavement and/or areas with impaired function. Once assessed, Rayl Engineering and Surveying, LLC compiled a recommended repair list. A Pavement Condition Index assessment was completed to score the condition of the road network. Each roadway was given a score based off of condition factors. Once scored, the roads were assigned a recommended action. This assessment resulted in a 200+ page report for the Lake Ashton II COD to utilize in making budgeting, maintenance, and capital improvement decisions.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and $tale)
Bartow, Florida	(3)ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

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

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

f.	(1) FIRM NAME	(2) FIRMLOCATION (City and Stale)	(3) ROLE	
F. EXAMPLE PROJECTS WH-ICA BEST ILLUSTRATE PROPOSED TEAM'S	1
QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
3			
21. TITLE AND LOCATION (CTty and Stats)
Lake Ashton II Pickleball Courts and Parking Lot, Winter Haven, Florida	22. YEAR COMPLETED
PROFESSIONAL SERVICES  CONSTRUCTION (If applicable)
2017-2018	2018			
PROJECT OWNER'S INFORMATION

Lake Ashton II COD
Jim Mecsics. Chair
703-282-9714

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Serving as District Engineer for the Lake Ashton II Community Development District we have worked on numerous projects Including the design, permitting, and development of two new Pickleball courts and ancillary parking lot at their existing Health and Fitness Center.

FIRMS FROM SECTION C INVOLVED WITt-l THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

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

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

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

f.	(1) FIRM NAME	(2) FIRMLOCATION (City and State)	(3) ROLE	
F. EXA-MPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
4			
21. TITLE ANDLOCATION (City and State)
lake Ashton II Pond Repair, Winter Haven, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2015-2017	Ongoing			

PROJECT OWNER
Lake Ashton 11COD
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Jim Mecsics. Chair

POINT OF CONTACT TELEPHONE NUMBER
703-282-9714

BRIEF DESCRIPTIONOF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Recommend and supervise maintenance and repairs to over 30 stormwater ponds as part of the lake Ashton II COD Master Surface Water Management System. Once repairs were completed, the project received a permit compliant certification from SWFWMD. Repairs included slope restoration and stabilization, vegetation removal, and repairs/ construction of multiple sidedrain filtration systems including filter fabric, filter media, perforated pipe repair and replacement, cleanout reconstruction and new installations of ballast to complete the system(s}.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and Stale)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				
b.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	

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

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

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

f.	(1) FIRMNAME	(2) FIRM LOCATION (City and S/8te)	(3) ROLE	

PROJECT OWNER
Lake Ashton 11 COD
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Jim Mecsics. Chair

POINT OF CONTACT TELEPHONE NUMBER
703-282-9714

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Ongoing monitoring of Surface Water Management System Irrigation Systems as part of continued required SWFWMD certifications. Coordinate with SWFWMD regarding water use permit renewals and compliance.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

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

d.	(1) FIRM NAME	(2) FIRM LOCATION (City end Stele)	(3) ROLE	

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

f.	(1) FIRM NAME	(2) FIRMLOCATION (City end Stale)	(3) ROLE	
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S
QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
6			
21. TITLE AND LOCATION(City and State)
Lake Marie Water Line, Dundee, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION {If applicable)
2018	Pending			

PROJECT OWNER
Town of Dundee
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Tandra Davis, Town Manaoer

POINT OF CONTACT TELEPHONE NUMBER
RR:\-41R-ltnn

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Coordinated miscellaneous paving and drainage projects throughout Town. Coordinated with Town staff to design and permit the construction of 1,228 linear feet of 1O" water line to replace an existing transite asbestos water line currently serving the Lake Marie Park, the Town Community Center, and adjacent residential neighborhoods.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				
	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	
b.				

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

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

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

f.	(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each_J)(O}ect.)	20. EXAMPLE PROJECT KEY NUMBER
7			
21. TITLE ANO LOCATION (City and State)
Lime Avenue Drainage Investigation, Dundee, Florida			22. YEAIR COMPLETED	 PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2018 - Present	2019 - Ongoing			

PROJECT OWNER
Town of Dundee
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Tandra Davis. Town Manaoer

POINT OF CONTACT TELEPHONE NUMBER
863-438-8330

BRIEF DESCRIPTION OF PROJECT ANO RELEVANCE TO THIS CONTRACT {Include scope, size, and cost)
Surveyed the existing conditions in the affected areas including roadway, driveways, driveway culverts, swales, storm structures and other related features. Created a construction plan and design for remediating the conditions causing the flooding. This included driveway culvert maintenance, establishment of roadside swales with positive outfall, installation of new driveway culverts in areas where they do not currently exist, and other related improvements. Construction Phase services included staking, inspection, observation, as-built and record drawing preparation, and certifications of construction.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

b.	(1) FIRM NAME	(2) FIRMLOCATION (City and Slate)	(3) ROLE	

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

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

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

f.	(1) FIRM NAME	(2) FIRM LOCATION {City and Stale)	(3) ROLE	
F: EXAMPLE PROJECTS WHlCH BEST ILLUSTRATE PROPOSED TEAM'S
QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 1O projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
8			
21. TITLE AND LOCATION (City and State)
Pavement and Curbline Assessment and Inventory Lake Ashton I COD, Winter Haven, Florida	PROFESSIONAL SERVICESICONSTRUCTION (If applicable)
	22. YEAR COMPLETED	

2019	2020-Present			

PROJECT OWNER
Lake Ashton I COD
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Bob Plummer. Former Chair

POINT OF CONTACT TELEPHONE NUMBER
260-820-0389

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Rayl Engineering and Suiveying, LLC reviewed all of the pavement and curbline conditions within Lake Ashton II CDD. The assessment noted any broken or sunken pavement and/or areas with impaired function. Once assessed, Rayl Engineering and Surveying, LLC compiled a recommended repair list. A Pavement Condition Index assessment was completed to score the condition of the road network. Each roadway was given a score based off of condition factors. Once scored, the roads were assigned a recommended action. This assessment resulted in a 200+ page report for the Lake Ashton II CDD to utilize in making budgeting, maintenance, and capital improvement decisions.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

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

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

f.	(1) FIRM NAME	(2) FIRM LOCATION(City and State)	(3) ROLE	
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
9			
21. TITLE ANDLOCATION (CityandState)
Telecom, Temple Terrace, Florida	PROFESSIONAL SERVICESICONSTRUCTION (If appllcable)
	22. YEAR COMPLETED	

2017 to Present	2018 to 2019			

PROJECT OWNER
JT Enterorises II
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Joe Taooart. Sr.

POINT OF CONTACT TELEPHONE NUMBER
813-230-6555

24. BRIEFDESCRIPTIONOF PROJECT ANORELEVANCE TO THIS CONTRACT (Include sccpe, size, and cost)
Rayl Engineering and Surveying, LLC provided master infrastructure plan, permitting, and construction services to the 6 out parcel commercial development in Temple Terrace, Florida. Coordination with US Army Corps of Engineers, Department of Transportation, Hillsborough County, Department of Environmental Protection, City of Temple Terrace, and SWFWMD.

Rayl Engineering & Surveying also provided the following services:
Coordinate with the Client's Geotechnical consultant for the Master Plan/Mass Grading design.
Review extent of muck removal/unsuitable soils to be addressed during Master Plan/Mass Grading design.
Coordinate with the Client's Traffic consultant for the Fletcher Avenue and internal cross access connections.
Prepare Erosion Control and SWPP Plan as part of Construction plan set.
Prepare Drainage Calculations demonstrating compliance with previously established impervious surface thresholdsin the existing master drainage system.
Prepare Master Site Plan/Preliminary Plat.
Prepare Master Grading and Master Drainage Plan.
Prepare cut/fill calculations, including any muck removal per recommendations of the Geotechnical consultant.
Prepare Master Utility Plans for extension of onsite sanitary sewer and potable water systems.
Submit for Construction Plan approval from the City of Temple Terrace
Submit for ERP approval (permit modification) from the Southwest Florida Water Management District.
Submit for a driveway connection permit from Hillsborough County for the Fletcher Avenue connection.
Submit for an FDEP potable water system permit through the Hillsborough County Health Department.
Submit for an FDEP wastewater system permit through the Hillsborough County EPC.
Provide responses to review comments in support of permit issuance.

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRMNAME	(2) FIRMLOCATION (City and State)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

c.	(1) FIRM NAME	(2) FIRMLOCATION (City and State)	(3) ROLE	
d.	(1) FIRMNAME	(2) FIRMLOCATION (City and State)	(3) ROLE	

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

f.	{1} FIRM NAME	(2) FIRMLOCATION (City and State)	(3)ROLE	
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER
10			
21. TITLE AND LOCATION (Clty and State)
Traditions, Winter Haven Florida		22. YEAR COMPLETED	 PROFESSIONAL SERVICES ICONSTRUCTION (If appl/cable)
2017 to 2018	2017 to 2018			

PROJECT OWNER
Lennar and Traditions HOA
23. PROJECT OWNER'S INFORMATION
POINT OF CONTACT NAME
Keith Malcuit

POINT OF CONTACT TELEPHONE NUMBER
813-414-3749

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Provided Due Diligence survey, assessment, and evaluation of infrastructure prior to the HOA taking ownership of those assets. Additionally, in cooperation with Traditions Environmental Consultant, provided engineering plans and permitting for the 1.28 acre Lake Ruby shoreline enhancement project.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

	(1) FIRM NAME	(2) FIRM LOCATION (C;ty and Stale)
Bartow, Florida	(3) ROLE
Prime Consultant	
a. Rayl Engineering and Surveying, LLC				

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

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

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

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

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

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

26. NAMES OF KEY
PERSONNEL
(From Section E. Block 12)	27. ROLE IN THIS
CONTRACT
(From Section E, Block 13)	28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.
Place "X" under project key number for participation in same or similar role.)										
		1	2	3	4	5	6	7	8	9	10	
Alan L. Rayl, PE, PSM	Principal in Charge I Project
Manager	X	X	X	X	X	X	X	X	X	X	
Garrett R. Posten. PE	Project Manager	X				X			X			

												

												

												

												

												

												

29. EXAMPLE PROJECTS KEY

NUMBER	TITLE OF EXAMPLE PROJECT (From Section F)	NUMBER	TITLE OF EXAMPLE PROJECT (From Section Fl	
1	Towne Park COD	6	Lake Marie Water Line	
2	Lake Ashton II Pavement & Curbline Assessment	7	Lime Avenue Drainage	
3	Lake Ashton II Pickleball Courts & Parking Lot	8	Lake Ashton I Pavement & Curbline Assessment	
4	Lake Ashton II Pond Repair	9	!Telecom	
5	Lake Ashton II SWFWMD Certifications	10	!Traditions Dundee	

H. ADDITIONAL INFORMATION

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

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

Bartow	FL	33830	b. SMALL BUSINESS STATUS
Sa. POINT OF CONTACT NAME AND TITLE	N/A
Alan l. Rayl, Owner/  President	1-_7N-._A.,..,M..,.E"""O""'F""'F""'IR_M_/_/f_B/-oc_k_2_a_is_a_B_ra_n_ch_O_ffi_ce_)	_

Sb. TELEPHONE NUMBER	6c. E•MAlL ADDRESS
863-537-7901	1alan@raylengineering.com

a. SIGNATURE	( ))W(I-
C. NAME AND TITLE	-	•	A
Alan L. Rayl, Owner I President{  J
12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.	i	J
lb. DATE
Tt
STANDARD FORM 330 (REV. 8/2016) PAGE 6

10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

a. Profile Code	
Description	
b. Experience	c. Revenue Index Number
(see below)	
A03	Agricultural Development; Grain Storage; Farm Mechanization	Multiple Examples	1	
COB	Codes; Standards; Ordinances	Multiple Examples	1	
C10	Commercial Building (low rise) ; Shopping Centers	Multiple Examples	1	
C16	Commercial Building (low rise); Shopping Centers	Multiple Examples	1	
C18	Cost Estimating; Cost Engineering and Analysis; Parametric Costing; Forecasting	Multiple Examples	1	
E11	Environmental Planning	Multiple Examples	1	
E12	Environmental Remediation	Multiple Examples	1	
HO?	Highways; Streets; Airfield Paving; Parking Lots	Multiple Examples	1	
H09	Hospital & Medical Facilities	Multiple Examples	1	
H10	Hotels; Motels	Multiple Examples	1	
H11	Housing (Residential, Multi-Family; Apartments; Condominiums)	Multiple Examples	1	
106	Irrigation; Drainage	Multiple Examples	1	
L02	Land Surveying	Multiple Examples	1	
001	Office Buildings; Industrial Parks	Multiple Examples	1	
P05	Planning (Community, Regional, Areawide and State)	Multiple Examples	1	
P06	Planning (Site, Installation, and Project)	Multiple Examples	1	
R04	Recreation Facilities (Parks, Marinas, Etc.)	Multiple Examples	1	
R11	Rivers; Canals; Waterways; Flood Control	Multiple Examples	1	
S04	Sewage Collection, Treatment and Disposal	Multiple Examples	1	
S10	Surveying; Platting; Mapping; Flood Plain Studies	Multiple Examples	1	
S13	Storm Water Handling & Facilities	Multiple Examples	1	
T04	Topographic Surveying and Mapping	Multiple Examples	1	
U03	Utilities (Gas and Steam)	Multiple Examples	1	
W01	Warehouses & Depots	Multiple Examples	1	
W03	Water Supply; Treatment and Distribution	Multiple Examples	1	
Z01	Zoning; Land Use Studies	Multiple Examples	1	

Appendix D

Organizational Chart of Rayl Engineering & Surveying, LLC

810 East Main Street • Bartow, FL 33830 • 863-537-7901 • admin@raylengineering.com www.raylengineering.com
Organizational Chart Of Rayl Engineering & Surveying/ LLC

Alan L. Rayl, PE, PSM
Page 122 of 241

Owner/Principal

Garrett Posten. PE	Kavla Derrick

I

D'Lise Rayl
Project Engineer

Executife Assistant	Oerical Ass6tmt
I

Valerie Wheatley
Administrative Assistant

		

	Vi\/i;:::an;:::a Rn rln			lanP.t Tavlor		Maura Torres	
Sr. Design Technician	Sr. Design Technician	Sr. Design Technician	

Appendix E

Licenses and Insurance

Flvric.la Ot'parlnH:nt ol' AJ!,ricullure :1nd Consumer St rvic..:cs
Oi"h:i1m of Consumer Services	Li<.:cnsc No.: I S5736
Huard t.1r Professional Surveyors and l\'fr1ppers
2005 A1rnla,:ht..'f;:Pkway Tallahnssct , Florida J2J9946500	Expinnion D<.ll  Fchruary 28. 2025

Professional Surveyor and Mapper License
Under 1hc provisionsor Chap1cr 472.Florida S1:11Utes

ALAN LEE JU YL 8IO E MAIN ST
BARTOW, FL 33830-4939

WILTON SIMPSON COMMISSIONER OF AGRICULTURE

Florida Ocparlmenl of Agriculture :ind Consumer Senices
Di,,ision of <..:0,1.s-u,ner Servkt:S	License No.: LB7770
Board ol'Profcssion:tl Surveyors f111d Mupptrs
2005 A1>lllachee Pkw:iy Tallalrns.sct,Flol'ida 32399-6500	Expiraiion Dale  February 28. 2025

Professional Surveyor and Mapper Business License
Under Lhc provisions of ChapLer 472, Florida Sraw1cs

RAYLENGINEERJNG ANO SURVEYING LLC
810EMAINST
BARTOW, FL 33830-4939

WILTON SIMPSON COMMISSIONEROF AGRICULTURE

LICENSEE DETAILS
Licensee Information
11:34:06 AM 8/31/2023

RAYL ENGINEERING AND SURVEYING, LLC (Prlma,y Name) 810 EAST MAIN STREET
BARTOW Florida 33830 POLK

Liconso Information
License Type:
Rank:
License Number:
Status:
I	Ucensure Date:
ires:

Engineering Business Registry
Registry 28820
Current
09124/2009

L
ENGINEERING &
SURVEYING, LLC
810 East Main Street Bartow, FL 33830
Phone: 863-537-7901
www.raylengineering.com

	

Section IX

Section C

Section 1
Poinciana West
COMMUNITY DEVELOPMENT DISTRICT

Fiscal Year 2024
Check Register

Date	check #'s	Amount		

9/1-9/30	
2068+2071		
$13,090.05	
	TOTAL		$13,090.05	

09/01/2024 - 09/30/2024 ***	POINCIANA WEST - GENERAL FUND

ENGINEER SVCS AUG 24

MANAGEMENT FEES SEP 24
3,433.33

ASSESSMENT TSFR SER17
2,559.55

AQUATIC MAINT SEP 24
5,599.50

TOTAL FOR BANK A	13,090.05
TOTAL FOR REGISTER	13,090.05

POIW POIN WEST CDD	PPOWERS
POINCIANA WEST - GENERAL FUND VENDOR NUMBER/NAME:	16 GAI INV DATE	INV#	 AMOUNT
20240829 2207630	150.00

POINCIANA WEST - GENERAL FUND VENDOR NUMBER/NAME:	16 GAI INV DATE	INV#	 AMOUNT
20240829 2207630	150.00

CONSULTANTS,	INC DISCOUNT		NET
150.00

CONSULTANTS,	INC DISCOUNT		NET
150.00
9/17/2024
CHECK#:  002068
ENGINEER SVCS AUG 24

9/17/2024
CHECK#:  002068
ENGINEER SVCS AUG 24

TOTAL	$150.00

POINCIANA
COMMUNITY DEVELOPMENT DISTRICT 6200 LEE VISTA BLVD STE 300
ORLANDO, FL 32822

DATE

63-607/670

AMOUNT
407-841-5524
9/17/2024
$150.00*
ONE HUNDRED FIFTY DOLLARS & 00 CENTS	**************************************

PAY
TO THE ORDER OF:

GAI CONSULTANTS,	INC
385 E WATERFRONT DR HOMESTEAD PA	15120

AUTHORIZED SIGNATURE

C002068C	A063102152A1000048837396C

tj
gal consultants
INVOICE
Orlando
618 E. South Street, Suite 700
Orlando, FL 32801
T 407.423.8398
F 407.843.1070

Tricia Adams
Governmental Management Services 6200 Lee Vista Blvd Ste 300
Orlando, FL 32822
August 29, 2024 Project No: Invoice No:

A171207.00 2207630

Project	A171207.00	Poinciana West Community Development District Engineering Services
Professional Services Through August 17, 2024 	 _
Task	009	Pond Turnover
Total this Task	0.00

Task	010
Professional Personnel

Principal
Leo, Kathleen
Totals
Total Labor
2024 General Support

Hours	Rate	Amount

.50	300.00	150.00
.50	150.00

150.00
Total this Task	$150.00

Total this Invoice	$150.00

Outstanding Invoices
Number
2206353
Total

Date	Balance
8/2/2024	600.00
600.00

gaiconsultants.com

Project	A171207.00	Poinciana West Community Development Dis	Invoice	2207630
Billing Backup
GA! Consultants, Inc.	Invoice 2207630 Dated 8/29/2024

Thursday, August 29, 2024
3:18:32 PM

Project Task
A171207.00 010
Poinciana West Community Development District Engineering Services 2024 General Support
Professional Personnel

Principal

Hours	Rate	Amount

04136	Leo, Kathleen
exhibit, mtg follow up	7/23/2024	.50	300.00	150.00		
	Totals
Total Labor		.50		150.00	
150.00	

Total this Task	$150.00	
Total this Project	$150.00	
Total this Report	$150.00	

gaiconsultants.com
Page 2
POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:		1 GOVERNMENTAL MANAGEMENT SERVIC INV DATE	INV#	AMOUNT	DISCOUNT	NET
9/17/2024
CHECK#:  002069
20240901 185	3,896.92	3,896.92	MANAGEMENT FEES SEP 24	
20240901 186	884.08	884.08	FIELD MANAGEMENT - SEP24	

POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:		1 GOVERNMENTAL MANAGEMENT SERVIC INV DATE	INV#	AMOUNT	DISCOUNT	NET
9/17/2024
CHECK#:  002069
20240901 185	3,896.92	3,896.92	MANAGEMENT FEES SEP 24	
20240901 186	884.08	884.08	FIELD MANAGEMENT - SEP24	

TOTAL	$4,781.00

COMMUNITY DEVELOPMENT DISTRICT 6200 LEE VISTA BLVD STE 300
ORLANDO, FL 32822

DATE

63-607/670

AMOUNT
407-841-5524
9/17/2024
$4,781.00*
FOUR THOUSAND SEVEN HUNDRED EIGHTY-ONE DOLLARS & 00 CENTS	*****************

PAY TO THE ORDER OF:

GOVERNMENTAL MANAGEMENT SERVICES-CF
219 E.	LIVINGSTON STREET ORLANDO FL	32801

AUTHORIZED SIGNATURE

C002069C	A063102152A1000048837396C

GMS-Central Florida, LLC
1001 Bradford Way
Kingston, TN 37763
lnvoiice

Bill To:
Poinciana West CDD 219 E. Livingston St. Orlando, FL 32801
Invoice #: 185
Invoice Date: 9/1/24
Due Date: 9/1/24
Case:
P.O. Number:

j I
i I

Description
Management Fees • September 2024 Website Administration• September 2C?.4 Information Technology· September 2024
Dissomination Agent Services - September 20N
Hours/Qty	Rate
3,433.33
68.75
103.17
291.67
Amom1t
3,433.33
€8.75
103.17
291.67

GMSMCentral Florida, LLC
1001 Bradford Way
Kingston, TN 37763
Invoice

Bill To:
Poinciana West COD 219 E. Livingston St. Orlando, FL 32801
Invoice #: 186
Invoice Date: 9/1/24
Due Date: 9/1/24
Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount
POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:		13 POINCIANA WEST INV DATE	INV#		 AMOUNT	DISCOUNT 20240917 09172024	2,559.55
9/17/2024
CDD C/O US BANK	CHECK#: 002070 NET
2,559.55	ASSESSMENT TSFR SER17

	

POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:	13 POINCIANA WEST CDD C/O US BANK INV DATE	INV#	 AMOUNT	DISCOUNT	NET
9/17/2024
CHECK#:  002070
20240917 09172024	2,559.55	2,559.55	ASSESSMENT TSFR SER17

TOTAL	$2,559.55

COMMUNITY DEVELOPMENT DISTRICT 6200 LEE VISTA BLVD STE 300
ORLANDO, FL 32822

DATE

63-607/670

AMOUNT
407-841-5524
9/17/2024
$2,559.55*
TWO THOUSAND FIVE HUNDRED FIFTY-NINE DOLLARS & 55 CENTS	*******************

PAY TO THE ORDER OF:

POINCIANA WEST CDD C/O US BANK SERIES 2017

AUTHORIZED SIGNATURE

C002070C	A063102152A1000048837396C

Poinciana West
Community Development District Special Assessment Receipts Fiscal Year 2024-

MAINTENANCE ASSESSMENTS

Gross Assessments $ Certified NetAssessments $

309,892.74
288,200.25
100.00%
Gross Assessments	Net Assessments

Total Collected
Percentage Collected	103•1.1

DEBT SERVICE ASSESSMENTS
Gross Assessments $ 1,107,453.54 Certified NetAssessments $ 1,029,931.79

Total Collected

Debt Service 2017	$	1,029,931.79  $  1,044,760.72  $ (1,042,201.17) $	2,559.55

VII 13	001.300.20700.10000
I

	TOTAL	$	1,042,201.17 
POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:  41 SOLITUDE LAKE INV DATE  INV#	AMOUNT DISCOUNT 20240901 PSI10309   5,599.50

POINCIANA WEST - GENERAL FUND
VENDOR NUMBER/NAME:  41 SOLITUDE LAKE INV DATE  INV#	AMOUNT DISCOUNT 20240901 PSI10309   5,599.50

TOTAL
9/17/2024
MANAGEMENT, LLC	CHECK#: 002071 NET
5,599.50	AQUATIC MAINT SEP 24

9/17/2024
MANAGEMENT,	LLC	CHECK#: 002071 NET
5,599.50	AQUATIC MAINT SEP 24

$5,599.50

COMMUNITY DEVELOPMENT DISTRICT 6200 LEE VISTA BLVD STE 300
ORLANDO, FL 32822

DATE

63-607/670

AMOUNT
407-841-5524
9/17/2024
$5,599.50*
FIVE THOUSAND FIVE HUNDRED NINETY-NINE DOLLARS & 50 CENTS	*****************

PAY
TO THE ORDER OF:

SOLITUDE LAKE MANAGEMENT, LLC 1320 BROOKWOOD DRIVE
SUITE H
LITTLE ROCK AR	72202	AUTHORIZED SIGNATURE

C002071C	A063102152Al000048837396C

PLEASE REMIT PAYMENT TO:
1320 Brookwood Drive Suite H Little Rock, AR 72202 Phone# (888)480-5253
Fax# (888)358-0088
INVOICE
Invoice Number:	PSl103093	
Invoice Date:	9/1/2024	

Bill To:	Poinciana West Community Dev. Dist. c/o GMS - Central Florida
219 E. Livingston St.
Orlando, FL 32801	Ship To:	Poinciana West Community Dev. Dist. c/o GMS - Central Florida
219 E. Livingston St.
Orlando, FL 32801	

Ship Date	9/1/2024	Customer ID	17634	
Due Date	10/1/2024	P.O. Number		
Terms	Net 30	P.O. Date		

Item/Description	Order Qty	Quantity	Unit Price	Total Price	

Annual Maintenance September Billing 9/1/2024 - 9/30/2024
Poinciana West Community Dev. Dist.- Lake Maintenance
1-4, 4A, 5-16, 16A, 17-22, P1-P6, 19A, 19B	

1	

1	

5,599.50	

5,599.50	

Amount Subject to Sales Tax	0.00	Subtotal:	5,599.50	
Amount Exempt from Sales Tax	5,599.50	Invoice Discount:	0.00	
		Total Sales Tax:		
		Total:	5,599.50	

Section 2

Poinciana West
Community Development District

Unaudited Financial Reporting
September 30, 2024

Table of Contents

1		Balance Sheet	

2-3	
	General Fund	

4	
	Debt Service Fund Series 2017	

5-6	
	Month to Month	

7	
	Long Term Debt Report	

8	
	Assessment Receipt Schedule	

9	
	Investments schedule	

10	
	Check Register Summary	
Poinciana West
Community Development District Combined Balance Sheet September 30, 2024

	General Fund		Debt Service Fund		Totals Governmental Funds	

Assets:
Cash:
Operating Account	

$	8,360	

$		

-	$	

8,360	
Due from Debt Service Due from General Fund	$	-
-			-
-	-
-	
Investments:
State Board of Administration (SBA)	

112,121			

-	

112,121	
Money Market Account	367,755			-	367,755	
Bank United CD 12MT	150,000			-	150,000	
Bank United CD 12MT	158,272			-	158,272	

Series 2017R-1 & R-2
Reserve R-1	-	400,169	400,169		
Reserve R-2	-	124,258	124,258		
Revenue	-	338,618	338,618		
Prepayment R-1	-	5,930	5,930		
Prepayment R-2	-	2,582	2,582		
Prepaid Expenses	-	-	-		
Deposits	-	-	-		
Total Assets	$	807,707	$	871,558	$	1,679,265		

Liabilities:
Accounts Payable	

$	21,979	

$	-	$	21,979		
Due to General Fund	-	-	-		
Due to Debt Service	-	-	-		
Total Liabilites	$	21,979	$	-	$	21,979		
Fund Balance: Restricted for: Debt Service	

$	-	

$	860,491	$	860,491		
Assigned for: Capital Reserves	
-	
-	
-	
Unassigned	796,796	-	796,796	
Total Fund Balances	$	796,796	$	860,491	$	1,657,286	
				
Total Liabilities & Fund Balance	$	818,775	$	860,491	$	1,679,265	
Poinciana West
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending September 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 09/30/24	Thru 09/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	291,299	$	291,299	$	295,613	$	4,314	
Interest Income	10,000	10,000	37,900	27,900	
Property Conveyance Fees	-	-	1,689	1,689	
Miscellaneous Revenue	-	-	200	200	
Total Revenues	$	301,299	$	301,299	$	335,402	$	34,103	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	6,000	$	6,000	$	3,600	$	2,400	
PR-FICA	459	-	459	275	184	
Engineering	15,000	15,000	3,202	11,798	
Engineering - Property Conveyance	-	-	600	(600)	
Attorney	20,000	20,000	12,957	7,043	
Attorney - Property Conveyance	-	-	2,945	(2,945)	
Annual Audit	3,550	3,550	3,650	(100)	
Assessment Administration	5,000	5,000	5,000	-	
Arbitrage Rebate	450	450	450	-	
Dissemination Agent	3,500	3,500	3,500	(0)	
Trustee Fees	4,256	4,256	4,256	(0)	
Management Fees	41,200	41,200	41,200	0	
Information Technology	1,238	1,238	1,238	(0)	
Website Maintenance	825	825	825	-	
Telephone	50	50	-	50	
Postage & Delivery	750	750	795	(45)	
Insurance General Liability/Public Officials	4,198	4,198	5,000	(802)	
Printing & Binding	800	800	215	585	
Legal Advertising	2,500	2,500	1,760	740	
Other Current Charges	2,400	2,400	917	1,483	
Office Supplies	200	200	64	136	
Property Appraiser	3,100	3,100	3,099	1	
Dues, Licenses & Subscriptions	175	175	175	-	
Total General & Administrative	$	115,651	$	115,651	$	95,723	$	19,928	
Poinciana West
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending September 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 09/30/24	Thru 09/30/24	Variance	

Operations & Maintenance					
Grounds Maintenance
Field Services	

$	10,609	

$	10,609	

10,609	

$	0	
Landscape Maintenance	66,118	66,118	65,188	930	
Aquatic Control Maintenance	67,194	67,194	67,194	-	
Aquatic Midge Maintenance	30,000	30,000	26,512	3,488	
R&M Plant Replacement	3,000	3,000	-	3,000	
Storm Structure Repairs	10,000	10,000	-	10,000	
Contingency	20,000	20,000	395	19,605	
Capital Outlay	15,000	15,000	-	15,000	
Subtotal Grounds Maintenance	$	221,920	$	221,920	$	169,898	$	52,022	
					
Total Operations & Maintenance	$	221,920	$	221,920	$	169,898	$	52,022	
					
Total Expenditures	$	337,571	$	337,571	$	265,621	$	71,950	
					
Excess (Deficiency) of Revenues over Expenditures	$	(36,272)	$	(36,272)	$	69,781	$	106,053	
					
Net Change in Fund Balance	$	(36,272)	$	(36,272)	$	69,781	$	106,053	
					
Fund Balance - Beginning	$	36,272		$	727,015		
					
Fund Balance - Ending	$	-		$	796,796		
Poinciana West
Community Development District
Debt Service Fund Series 2017R-1 & 2017R-2
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending September 30, 2024

	Adopted	Prorated Budget	Actual		
	Budget	Thru 09/30/24	Thru 09/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	1,041,006	$	1,041,006	$	1,044,761	$	3,755	
Special Assessments - Prepayments	-	-	6,121	6,121	
Interest Income	-	-	38,455	38,455	
Total Revenues	$	1,041,006	$	1,041,006	$	1,089,337	$	48,331	

Expenditures:					
Series 2017R-1
Interest - 11/1	

$	164,584	

$	164,584	

$	164,584	

$	-	
Special Call - 11/1	-	-	10,000	(10,000)	
Principal - 5/1	450,000	450,000	450,000	-	
Interest - 5/1 Special Call - 5/1	164,584
-	164,584	164,584		
Series 2017R-2
Interest - 11/1	

$	58,334	

$	58,334	

$	58,334	

$	-	
Special Call - 11/1	-	-	5,000	(5,000)	
Principal - 5/1	100,000	100,000	100,000	-	
Interest - 5/1	58,334	58,334	58,334	(0)	
Property Appraiser	11,200	11,200	11,068	132	
Total Expenditures	$	1,007,036	$	1,007,037	$	1,021,905	$	(14,868)	
					
Excess (Deficiency) of Revenues over Expenditures	$	33,970	$	33,969	$	67,432	$	33,463	
					
Net Change in Fund Balance	$	33,970	$	33,969	$	67,432	$	33,463	
					
Fund Balance - Beginning	$	266,140		$	793,059		
					
Fund Balance - Ending	$	300,110		$	860,491		

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

Revenues:														
Special Assessments - Tax Roll	$	-	$	59,129  $	207,146	$	9,883	$	7,623  $	2,682  $	6,101	$	1,345  $	1,703	$	-	$	-	$	-	$	295,613	
Interest Income	2,536	1,586	4,540	1,644	1,538	1,646	4,243	3,335	2,924	2,980	2,198	8,731	37,900					
Property Conveyance Fees	-	-	-	1,689	-	-	-	-	-	-	-	-	1,689					
Miscellaneous Revenue	-	-	-	100	-	100	-	-	-	-	-	-	200					
Total Revenues	$	2,536  $	60,715	$	211,686	$	13,316	$	9,161  $	4,428	$	10,343	$	4,680  $	4,627	$	2,980	$	2,198	$	8,731  $	335,402					

Expenditures:														
General & Administrative:														
Supervisor Fees	$	-	$	-	$	-	$	1,000	$	-	$	1,000	$	-	$	800  $	-	$	800	$	-	$	-	$	3,600					
PR-FICA	-	-	-	77	-	77	-	61	-	61	-	-	275					
Engineering	-	-	-	900	-	1,252	-	900	-	-	150	-	3,202					
Engineering - Property Conveyance	-	600	-	-	-	-	-	-	-	-	-	-	600					
Attorney	1,261	62	527	3,307	-	1,860	-	1,612	1,538	-	-	2,790	12,957					
Attorney - Property Conveyance	527	620	403	930	-	124	-	341	-	-	-	-	2,945					
Annual Audit	-	-	-	-	-	-	-	-	3,650	-	-	-	3,650					
Assessment Administration	5,000	-	-	-	-	-	-	-	-	-	-	-	5,000					
Arbitrage Rebate	-	-	-	-	-	450	-	-	-	-	-	-	450					
Dissemination Agent	292	292	292	292	292	292	292	292	292	292	292	292	3,500					
Trustee Fees	-	-	-	4,256	-	-	-	-	-	-	-	-	4,256					
Management Fees	3,433	3,433	3,433	3,433	3,433	3,433	3,433	3,433	3,433	3,433	3,433	3,433	41,200					
Information Technology	103	103	103	103	103	103	103	103	103	103	103	103	1,238					
Website Maintenance	69	69	69	69	69	69	69	69	69	69	69	69	825					
Telephone	-	-	-	-	-	-	-	-	-	-	-	-	-					
Postage & Delivery	3	4	24	403	13	8	-	172	1	165	-	-	795					
Insurance General Liability/Public Officials	5,000	-	-	-	-	-	-	-	-	-	-	-	5,000					
Printing & Binding	202	3	-	-	6	-	-	0	0	-	4	-	215					
Legal Advertising	-	-	-	-	-	-	-	-	-	1,404	-	356	1,760					
Other Current Charges	67	81	68	120	61	256	59	59	54	75	(51)	69	917					
Office Supplies	0	0	0	-	18	0	13	0	18	0	15	-	64					
Property Appraiser	-	-	-	-	-	-	-	-	-	-	3,099	-	3,099					
Dues, Licenses & Subscriptions	175	-	-	-	-	-	-	-	-	-	-	-	175					
Total General & Administrative	$	16,132  $	5,268	$	4,919	$	14,889	$	3,995  $	8,924	$	3,969	$	7,843  $	9,158	$	6,402	$	7,113	$	7,113  $	95,723					

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

Operations & Maintenance														
Grounds Maintenance
Field Services	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	884	

$	10,609	
Landscape Maintenance	4,904	4,904	5,538	5,538	5,538	5,538	5,538	5,538	5,538	5,538	5,538	5,538	65,188	
Aquatic Control Maintenance	5,600	5,600	5,600	5,600	5,600	5,600	5,600	5,600	5,600	5,600	5,600	5,600	67,194	
Aquatic Midge Maintenance	2,209	2,209	2,209	2,209	2,209	2,209	2,209	2,209	2,209	2,209	2,209	2,209	26,512	
R&M Plant Replacement	-	-	-	-	-	-	-	-	-	-	-	-	-	
Storm Structure Repairs	-	-	-	-	-	-	-	-	-	-	-	-	-	
Contingency	-	-	-	-	-	-	-	-	395	-	-	-	395	
Subtotal Grounds Maintenance	$	13,597	$	13,597	$	14,231	$	14,231	$	14,231	$	14,231	$	14,231	$	14,231	$	14,626	$	14,231	$	14,231	$	14,231	$	169,898	
														
Total Operations & Maintenance	$	13,597	$	13,597	$	14,231	$	14,231	$	14,231	$	14,231	$	14,231	$	14,231	$	14,626	$	14,231	$	14,231	$	14,231	$	169,898	
														
Total Expenditures	$	29,729	$	18,865	$	19,150	$	29,120	$	18,226	$	23,155	$	18,199	$	22,074	$	23,784	$	20,633	$	21,344	$	21,344	$	265,621	
														
Excess (Deficiency) of Revenues over Expenditures	$	(27,193)	$	41,850	$	192,536	$	(15,804)	$	(9,064)	$	(18,726)	$	(7,856)	$	(17,394)	$	(19,157)	$	(17,653)	$	(19,146)	$	(12,612)	$	69,781	

Other Financing Sources/Uses:														
Transfer In/(Out)	-	-	-	-	-	-	-	-	-	-	-	-	-	
Total Other Financing Sources/Uses	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
														
Net Change in Fund Balance	$	(27,193)	$	41,850	$	192,536	$	(15,804)	$	(9,064)	$	(18,726)	$	(7,856)	$	(17,394)	$	(19,157)	$	(17,653)	$	(19,146)	$	(12,612)	$	69,781	
Page 152 of 241
Poinciana West
Community Development District Long Term Debt Report

Series 2017-1 Senior Special Assessment Refunding Bonds		
Interest Rate:	2% - 4.3%		
Maturity Date:	5/1/2037		
Reserve Fund Definition	50% of Maximum Annual Debt Service		
Reserve Fund Requirement	$392,337		
Reserve Fund Balance	400,169		

Bonds Outstanding - 12/20/2016	
$11,215,000	
Less: Principal Payment - 5/1/17	($485,000)	
Less: Principal Payment - 5/1/18	($385,000)	
Less: Principal Payment - 5/1/19	($395,000)	
Less: Special Call - 5/1/19	($5,000)	
Less: Principal Payment - 5/1/20	($405,000)	
Less: Special Call - 5/1/20	($15,000)	
Less: Special Call - 11/1/20	($15,000)	
Less: Principal Payment - 5/1/21	($415,000)	
Less: Special Call - 5/1/21	($10,000)	
Less: Special Call - 11/1/21	($15,000)	
Less: Principal Payment - 5/1/22	($425,000)	
Less: Special Call - 5/1/22	($15,000)	
Less: Special Call - 11/1/22	($20,000)	
Less: Principal Payment - 5/1/23	($435,000)	
Less: Principal Payment - 5/1/24	($450,000)	
Less: Special Call - 5/1/24	($10,000)	
Current Bonds Outstanding	$7,715,000	

Series 2017-2 Subordinate Special Assessment Refimdomg Bonds		
Interest Rate:	5.375% - 5.7%		
Maturity Date:	5/1/2037		
Reserve Fund Definition	50% of Maximum Annual Debt Service		
Reserve Fund Requirement	$121,826		
Reserve Fund Balance	124,258		

Bonds Outstanding - 12/20/2016	
$2,945,000	
Less: Principal Payment - 5/1/17	($125,000)	
Less: Principal Payment - 5/1/18	($80,000)	
Less: Principal Payment - 5/1/19	($85,000)	
Less: Special Call - 5/1/19	($35,000)	
Less: Principal Payment - 5/1/20	($90,000)	
Less: Special Call - 5/1/20	($30,000)	
Less: Special Call - 11/1/20	($5,000)	
Less: Principal Payment - 5/1/21	($90,000)	
Less: Special Call - 5/1/21	($25,000)	
Less: Special Call - 11/1/21	($5,000)	
Less: Principal Payment - 5/1/22	($95,000)	
Less: Special Call - 11/1/22	($5,000)	
Less: Special Call - 5/1/22	($40,000)	
Less: Principal Payment - 5/1/23	($100,000)	
Less: Special Call - 5/1/23	($40,000)	
Less: Principal Payment - 5/1/24	($100,000)	
Less: Special Call - 5/1/24	($5,000)	
Current Bonds Outstanding	$1,990,000	

Poinciana West
Community Development District Special Assessment Receipts Fiscal Year 2024
Page 153 of 241

MAINTENANCE ASSESSMENTS	Gross Assessments  $
Certified Net Assessments $
309,892.74
288,200.25
Gross Assessments	Net Assessments
Date	Distribution	Received	Discounts/Penalties  Commissions Paid  Interest Income	Received	General Fund								
11/09/23	10/13/23-10/14/23	$	4,305.93	$	(210.43)	$	(81.91)		$	4,013.59	$	4,013.59	
11/13/23	10/01/23-10/31/23	$	5,970.24	$	(238.72)	$	(114.63)		$	5,616.89	$	5,616.89	
11/17/23	11/01/23-11/05/23	$	13,433.04	$	(537.12)	$	(257.92)		$	12,638.00	$	12,638.00	
11/22/23	11/06/23-11/12/23	$	39,179.70	$	(1,566.60)	$	(752.26)		$	36,860.84	$	36,860.84	
12/07/23	11/13/23-11/22/23	$	57,836.70	$	(2,312.60)	$	(1,110.48)		$	54,413.62	$	54,413.62	
12/21/23	11/23/23-11/30/23	$	148,509.72	$	(5,938.16)	$	(2,851.43)		$	139,720.13	$	139,720.13	
12/29/23	12/01/23-12/15/23	$	13,930.30	$	(652.99)	$	(265.55)		$	13,011.76	$	13,011.76	
01/10/24	12/16/23-12/31-23	$	6,945.47	$	(208.46)	$	(134.74)		$	6,602.27	$	6,602.27	
01/16/24	Interest				$	3,280.83	$	3,280.83	$	3,280.83	
02/09/24	1/1/24-1/15/24	$	8,310.52	$	(531.51)	$	(155.58)		$	7,623.43	$	7,623.43	
03/13/24	2/1/24-2/29/24	$	2,763.36	$	(26.17)	$	(54.75)		$	2,682.44	$	2,682.44	
04/10/24	3/1/24-3/31/24	$	6,227.05	$	(1.87)	$	(124.50)		$	6,100.68	$	6,100.68	
05/31/24	4/1/24-4/1/24	$1,372.40		$	(27.45)		$	1,344.95	$	1,344.95	
06/21/24	5/1/24-5/31/24	$1,153.02		$	(23.06)		$	1,129.96	$	1,129.96	
06/28/24		$584.91		$	(11.70)		$	573.21	$	573.21	
Total Collected		$	310,522.36	$	(12,224.63)	$	(5,965.96)	$	3,280.83	$	295,612.60	$	295,612.60	
Percentage Collected					103%			
DEBT SERVICE ASSESSMENTS				Gross Assessments	$	1,107,453.54			
				Certified Net Assessments	$	1,029,931.79			

Date	Distribution	Gross Assessments Received	
Discounts/Penalties	
Commissions Paid	Net Assessments
Interest Income	Received	
Debt Service Fund			
11/9/23	10/13/23-10/14/23	$	15,846.16	$	(774.49)	$	(301.43)	$	14,770.24	$	14,770.24		
11/13/23	10/01/23-10/31/23	$	19,910.82	$	(796.39)	$	(382.29)	$	18,732.14	$	18,732.14		
11/17/23	11/01/23-11/05/23	$	46,000.86	$	(1,839.93)	$	(883.22)	$	43,277.71	$	43,277.71		
11/22/23	11/06/23-11/12/23	$	135,942.84	$	(5,437.46)	$	(2,610.11)	$	127,895.27	$	127,895.27		
12/21/23	11/23/23-11/30/23	$	203,914.26	$	(8,156.27)	$	(3,915.16)	$	191,842.83	$	191,842.83		
12/29/23	12/01/23-12/15/23	$	538,278.72	$	(21,530.47)	$	(10,334.97)	$	506,413.28	$	506,413.28		
12/29/23	12/01/23-12/15/23	$	49,890.70	$	(2,348.08)	$	(950.85)	$	46,591.77	$	46,591.77		
01/10/24	12/16/23-12/31-23	$	24,872.73	$	(746.17)	$	(482.53)	$	23,644.03	$	23,644.03		
01/16/24	Interest				$	-			
02/09/24	1/1/24-1/15/24	$	30,582.82	$	(1,956.10)	$	(572.53)	$	28,054.19	$	28,054.19		
03/13/24	2/1/24-2/29/24	$	10,169.19	$	(96.12)	$	(201.46)	$	9,871.61	$	9,871.61		
04/10/24	3/1/24-3/31/24	$	22,915.66	$	(6.86)	$	(458.18)	$	22,450.62	$	22,450.62		
05/31/24	4/1/24-4/1/24	$5,050.45		$	(101.01)	$	4,949.44	$	4,949.44		
06/21/24	5/1/24-5/31/24	$4,243.06		$	(84.86)	$	4,158.20	$	4,158.20		
06/28/24		$2,152.44		$	(43.05)	$	2,109.39	$	2,109.39		
Total Collected		$	1,109,770.71	$	(43,688.34)	$	(21,321.65)	$	-	$	1,044,760.72	$	1,044,760.72		
Percentage Collected						101%		
Poinciana West
Community Development District Investment Summary

Florida Prime (SBA)	7/14/23	$200,000.00 7/19/23	$300,000.00
10/19/23	($300,000.00)
6/11/24	($50,000.00)
7/25/24	($25,000.00)
8/29/24	$30,000.00

Bank United *5374	10/25/23	$150,000.00

$ 112,121.01

Florida Government Investment Pool	N/A	5.33%
$
Bank United *5372	10/25/23	$150,000.00
-	6 Month CD - MATURED	4/25/24	5.25%
$ 158,272.47 12 Month CD	10/25/24	5.50%

Bank United *0859	7/31/24	$150,000.00
$ 150,000.00
12 Month CD	7/31/25	4.50%

Bank United
$ 367,754.84
Money Market Account	N/A	5.15%

Section D

Section 1
Poinciana West
Community Development District

Maintenance Review

Landscaping Maintenance Review

Section 2

PWCDD - Site ID/Pond Matrix

Prius Site ID	Customer Site ID
001-0001	P5
001-0002	P9
001-0006	P6
001-0008	P8
001-0015	P15
001-0021	P21

	Date Serviced	Algae	Grasses	Submersed Weeds	No Treatment Needed	Comments	
1	6-20					inspected	
2	6-20					inspected	
3	6-20					inspected	
4	6-20					inspected	
4A	6-20					inspected	
5	6-27			x			
6	6-27					inspected	
7	6-20					inspected	
8	6-20					inspected	
9	6-20					inspected	
10	6-20					inspected	
11	6-20					inspected	
12	6-20					inspected	
13	6-14						
14	6-14						
15	6-14						
16	6-14					inspected	
16A	6-14		x				
17	6-14		x				
18	6-14					inspected	
19	6-14					inspected	
20	6-14					inspected	
21	6-14					inspected	
22	6-14					inspected	
P1							
P2							
P3							
P4							
P5							
P6							
19A							
19B							

Pond #	Date Serviced	Algae	Grasses	Submersed Weeds	No Treatment Needed	Comments					
1	7-23		x								
2	7-23		x								
3	7-23		x								
4	7-23		x								
4A	7-23										
5	7-11				x						
6	7-11				x						
7	7-23		x								
8	7-23		x								
9	7-23		x								
10	7-23		x								
11	7-23		x								
12	7-23		x								
13	7-11				x						
14											
15	7-11				x						
16	7-11		x								
16A	7-11										
17	7-11				x						
18	7-29		x								
19	7-29				x						
20	7-29				x						
21	7-29				x						
22	7-29				x						
P1											
P2											
P3											
P4											
P5											
P6											
19A											
19B											

	Date Serviced	Algae	Grasses	Submersed Wee	No Treatment N	Comments	
1	8-13						
2	8-13				x		
3	8-13				x		
4	8-13				x		
4A	8-13				x		
5	8-13				x		
6	8-13		x				
7	8-16		x				
8	8-16		x				
9	8-16		x				
10	8-16		x				
11	8-16		x				
12	8-16		x				
13	8-29				x		
14	8-29				x		
15	8-29				x		
16	8-29				x		
16A	8-29				x		
17	8-29				x		
18	8-29				x		
19	8-29				x		
20	8-29		x				
21	8-29		x				
22	8-29		x				
P1							
P2							
P3							
P4							
P5							
P6							
19A							
19B							

Pond #	Date Serviced	Algae	Grasses	Submersed Weeds	No Treatment Needed	Comments	Treatment Used	
1	9-13				x			
2	9-13				x			
3	9-13		x					
4	9-13				x			
4A	9-13				x			
5	9-11				x			
6	9-11				x			
7	9-5				x			
8	9-21	x	x	x				
9	9-5				x			
10	9-5				x			
11	9-5				x			
12	9-5				x			
13	9-13				x			
14								
15	9-21	x	x	x				
16	9-21	x	x	x				
16A	9-13				x			
17	9-13				x			
18	9-13				x			
19	9-13				x			
20	9-13	x						
21	9-13	x						
22	9-13	x						
P1								
P2								
P3								
P4								
P5								
P6								
19A	9-13				x			
19B	9-13				x			

Pond #	Date Serviced	Algae	Grasses	Submersed Weeds	No Treatment Needed	Comments	Treatment Used	
1	10-3		x					
2	10-3		x					
3	10-3				x			
4	10-3		x					
4A	10-3				x			
5	10-3				x			
6	10-3		x					
7	10-3		x					
8	10-3				x			
9	10-15		x					
10	10-15		x					
11	10-15		x					
12	10-15		x					
13	10-15				x			
14								
15	10-15				x			
16	10-15				x			
16A	10-15				x			
17	10-15		x					
18	10-18				x			
19	10-18				x			
20	10-18	x						
21	10-18	x						
22	10-18	x						
P1								
P2								
P3								
P4								
P5								
P6								
19A	10-18				x			
19B	10-18				x			

Section 3

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
07/05/2024	0000210055	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	100	361	07/05/2024 12:05 PM	07/05/2024 18:06 PM	Complete	KIS1768 - Nat G30 12
lbs per acre	

Site ID	Latitude	Longitude	Treated Acreage	Chemical	Used Quantity	Dosage Rate	Actual Dosage Rate	Treatment Site Time	Units Treated	Action Threshold	Adverse Effects Check	
001-0001	28.1212	-81.4981	2.835	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	6.400 lbs	1.53 lbs	0.000		2.83454
acres	Habitat Conditions	Yes	
001-0002	28.1305	-81.4956	3.218	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.500 lbs	2.04 lbs	0.000		3.21808
acres	Habitat Conditions	Yes	
001-0008	28.1321	-81.5	13.901	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	26.700 lbs	6.40 lbs	0.000		13.9006
acres	Habitat Conditions	Yes	
001-0015	28.1373	-81.5102	3.411	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.400 lbs	2.01 lbs	0.000		3.41086
acres	Habitat Conditions	Yes	

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
07/05/2024	0000210063	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	100	60	07/05/2024 12:07 PM	07/05/2024 13:07 PM	Complete	KIS1818 - Strike Pellets 10lbs/acre	

Site ID	Latitude  Longitude	Treated
Acreage
Chemical		Used Quantity
Dosage Rate
Actual Dosage Rate
Treatment Site Time
Units Treated
001-0006	28.1244	-81.4976	1.023	SV37720B - STRIKE
PELLETS 2x22lb cs EPA #: 2724-448
4.100 lbs	10.00 lbs	0.000	1.02323
acres

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
07/05/2024	0000210055	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	100	361	07/05/2024 12:05 PM	07/05/2024 18:06 PM	Complete	KIS1768 - Nat G30 12
lbs per acre	

Site ID	Latitude	Longitude	Treated Acreage	Chemical	Used Quantity	Dosage Rate	Actual Dosage Rate	Treatment Site Time	Units Treated	Action Threshold	Adverse Effects Check	
001-0001	28.1212	-81.4981	2.835	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	6.400 lbs	1.53 lbs	0.000		2.83454
acres	Habitat Conditions	Yes	
001-0002	28.1305	-81.4956	3.218	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.500 lbs	2.04 lbs	0.000		3.21808
acres	Habitat Conditions	Yes	
001-0008	28.1321	-81.5	13.901	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	26.700 lbs	6.40 lbs	0.000		13.9006
acres	Habitat Conditions	Yes	
001-0015	28.1373	-81.5102	3.411	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.400 lbs	2.01 lbs	0.000		3.41086
acres	Habitat Conditions	Yes	

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
07/05/2024	0000210063	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	100	60	07/05/2024 12:07 PM	07/05/2024 13:07 PM	Complete	KIS1818 - Strike Pellets 10lbs/acre	

Site ID	Latitude  Longitude	Treated
Acreage
Chemical		Used Quantity
Dosage Rate
Actual Dosage Rate
Treatment Site Time
Units Treated
001-0006	28.1244	-81.4976	1.023	SV37720B - STRIKE
PELLETS 2x22lb cs EPA #: 2724-448
4.100 lbs	10.00 lbs	0.000	1.02323
acres

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
08/26/2024	0000210057	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	98	146	08/26/2024 14:56 PM	08/26/2024 17:22 PM	Complete	KIS1768 - Nat G30 12
lbs per acre	

Site ID	Latitude	Longitude	Treated Acreage	Chemical	Used Quantity	Dosage Rate	Actual Dosage Rate	Treatment Site Time	Units Treated	Action Threshold	Adverse Effects Check	
001-0001	28.1212	-81.4981	2.835	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	6.400 lbs	1.53 lbs	0.000		2.83454
acres	Habitat Conditions	Yes	
001-0002	28.1305	-81.4956	3.218	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.500 lbs	2.04 lbs	0.000		3.21808
acres	Habitat Conditions	Yes	
001-0008	28.1321	-81.5	13.901	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	26.700 lbs	6.40 lbs	0.000		13.9006
acres	Habitat Conditions	Yes	
001-0015	28.1373	-81.5102	3.411	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.400 lbs	2.01 lbs	0.000		3.41086
acres	Habitat Conditions	Yes	

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer City	Customer Customer State	Zip	
08/26/2024	0000210059	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation  Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	
Clear	1-10 MPH	North	89	14	08/26/2024 14:45 PM	08/26/2024 14:59 PM	Complete	KIS1818 - Strike Pellets 10lbs/acre	

Site ID	Latitude  Longitude	Treated
Acreage
Chemical		Used Quantity
Dosage Rate
Actual Dosage Rate
Treatment Site Time
Units Treated
001-0006	28.1244	-81.4976	1.023	SV37720B - STRIKE
PELLETS 2x22lb cs EPA #: 2724-448
4.120 lbs	10.05 lbs	0.000	1.02323
acres

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer
City	Cust. State	Cust. Zip	
09/20/2024	0000210058	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments
NATULAR G30 @ 10 LBS/ACRE 4.17 TOTAL ACRES 41.67 LBS TOTAL SITE 5 = 5.3 LBS
SITE 8 = 22.3 LBS
SITE 9 = 7.1 LBS
SITE 15 = 7 LBS
SITE 5 = 5.3 LBS
SITE 8 = 22.3 LBS
SITE 9 = 7.1 LBS
SITE 15 = 7 LBS

Precipitation	Cloud Cover %	Wind Velocity
Wind Direction	Temperature	On The Job Minutes	Job Timestamp
Start
Job Timestamp End
Job Status	Service Kit	Treatment
Clouds	1-10 MPH	North	98 °F	55	09/20/2024 00:00 AM  09/20/2024 12:55 PM Complete	KIS1768 - Nat G30 10
lbs per acre

Site ID	Latitude	Longitude	Treated Acreage	Chemical	Used Quantity	Dosage Rate	Actual Dosage Rate	Treatment Site Time	Units Treated	Action Threshold	Adverse Effects Check	
001-0001	28.1212	-81.4981	2.835	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	6.400 lbs	0.29 lbs	0.000	09/20/2024 00:00	2.83454
acres	Larval Dip Counts	Yes	
001-0002	28.1305	-81.4956	3.218	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.500 lbs	0.38 lbs	0.000	09/20/2024 12:19	3.21808
acres	Larval Dip Counts	Yes	
001-0008	28.1321	-81.5	13.901	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	26.700 lbs	1.19 lbs	0.000	09/20/2024 12:32	13.9006
acres	Larval Dip Counts	Yes	
001-0015	28.1373	-81.5102	3.411	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	8.400 lbs	0.37 lbs	0.000	09/20/2024 12:44	3.41086
acres	Larval Dip Counts	Yes	

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034
Ground

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer
City	Cust. State	Cust. Zip	
09/20/2024	0000210060	1 (0)	1000002502	Elek Foos	Elek Foos	Applicator ID	JE350894	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

Precipitation	Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	Treatment	
Clouds	1-10 MPH	North	98 °F	30	09/20/2024 13:00 PM	09/20/2024 13:30 PM	Complete	KIS1818 - Strike Pellets 10lbs/acre	Ground	

Site ID	Latitude	Longitude	Treated	Chemical Acreage	Used Quantity	Dosage Rate	Actual	Treatment Site Time Dosage
Rate	Units Treated	
001-0006	28.1244	-81.4976	1.023	SV37720B - STRIKE
PELLETS 2x22lb cs EPA #: 2724-448	4.100 lbs	4.02 lbs	0.000	09/20/2024 01:56	1.02323
acres	

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer
City	Cust. State	Cust. Zip	
10/18/2024	0000210062	1 (0)	1000002502	Christian Oliver	Christian Oliver	Applicator ID	PENDING	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments

STRIKE @ 10 LBS PER ACRE .41 TOTAL ACRES 4.12 LBS TOTAL

SITE 6 = 4.1 LBS										
Precipitation	Cloud Cover %	Wind Velocity	Wind Direction	Temperature	On The Job Minutes	Job Timestamp Start	Job Timestamp End	Job Status	Service Kit	Treatment	
Clear	1-10 MPH	North	78 °F	30	10/18/2024 14:00 PM	10/18/2024 14:30 PM	Complete	KIS1818 - Strike Pellets 10lbs/acre	Ground	

Site ID	Latitude	Longitude	Treated
Acreage
Chemical		Used Quantity
Dosage Rate
Actual Dosage Rate
Treatment Site Time	Units
Treated
001-0006	28.1244	-81.4976	1.023	SV37720B - STRIKE
PELLETS 2x22lb cs EPA #: 2724-448
4.100 lbs	10.00 lbs	0.000	1.02323
acres

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034

Poinciana West Community Dev. Dist. (P07800) - Service Report

Treatment Date	Service Order No	Asgmt	Arg No	Technician	Primary Licensee Name	Primary License Name	Primary License No	Customer Address Customer
City	Cust. State	Cust. Zip	
10/18/2024	0000219384	1 (0)	1000002502	Christian Oliver	Christian Oliver	Applicator ID	PENDING	Cypress Pkwy. and	Poinciana Solivita Blvd.	FL	34759	

Job Instructions	Comments
NATULAR G30 @ 10 LBS/ACRE 4.17 TOTAL ACRES 41.67 LBS TOTAL SITE 5 = 5.3 LBS
SITE 8 = 22.3 LBS
SITE 9 = 7.1 LBS
SITE 15 = 7 LBS

Precipitation	Cloud Cover %	Wind Velocity
Wind Direction	Temperature	On The Job Minutes	Job Timestamp
Start
Job Timestamp End
Job Status	Service Kit	Treatment
Clear	1-10 MPH	North	78 °F	120	10/18/2024 12:30 PM  10/18/2024 14:30 PM Complete	KIS1768 - Nat G30 10
lbs per acre

Site ID	Latitude	Longitude	Treated Acreage	Chemical	Used Quantity	Dosage Rate	Actual Dosage Rate	Treatment Site Time	Units Treated	Action Threshold	Adverse Effects Check	
001-0001	28.1212	-81.4981	2.835	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	5.300 lbs	1.27 lbs	0.000		2.83454
acres	Habitat Conditions	Yes	
001-0002	28.1305	-81.4956	3.218	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	7.100 lbs	1.70 lbs	0.000		3.21808
acres	Habitat Conditions	Yes	
001-0008	28.1321	-81.5	13.901	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	22.300 lbs	5.35 lbs	0.000		13.9006
acres	Habitat Conditions	Yes	
001-0015	28.1373	-81.5102	3.411	SV11820 - NATULAR G30 GRANULE 40LB BAG
EPA #: 8329-83	7.000 lbs	1.68 lbs	0.000		3.41086
acres	Habitat Conditions	Yes	

Clarke
3036 Michigan Avenue
Kissimmee, FL  34744
(800) 443-2034
Ground
Page 180 of 241

Section 4
Page 181 of 241

i-=°'=·:a=te=-· 	 ..,;'R=·.e=si=d=en=t'--------!,::.A=d=d=res=s=-------- Pan-=-. =d=---- ==--====----- =-==---------------- ......As'-=sa"!i=,Ae=d=-Ti=-=o-· - --------Res-·_,·_ol_ut_io_,"---------=·D=-=·afu=·:..:R=e=so=Jve.::.;::.::d:-  	oate Reported to Vendor-
Date Tre-atedl b.y'Vendor	
j/11/2024 ,DennisOewul'f
413 HJUntain Valley 11.ane LD13,
1pottd weeds. e..ncroachi.ng on yardjlanaI
Joel
Area,maintained by HOll.j adv:i$t'!dm read! out to HOA.
tn /1112024
07/11/2024 N/A.

7/11/2024 Brue:eMen:zi,es	S.l:2VIiia ParkRoad	.P6	oVier;gmwn ed,g.e1rasses	Joel	R'.f:a!'ii'ieweda.rea, et.lge g-rasse!i at .appmpriate:level$ibelow 3 ft.)	,(11/16/2024 N/A.		·Oi/16/2024	
i /12/2024 Udia Vecig.11	319 Lat Jdllall.n	P·l	overgrown edge wrasses	Joel	R.equ!Mted·trealim:ent w.ith aqautits vendor.	{Ji/16/2024	01/12/2024	Oi'/!S/2024	

1/16/.2024 ChrisUneP'elb i /18/2024 Karen Sekbrs 7/ /.2024 KarenBell:ers i /1!3/,2024 Udia Vecig.11
1/22/2024 Ma ian Retundi i /ii6(2024 Ludnaai Johnson 7/3,1/.2024 Marian lite:tundi '8/1/2024 Sandra OFa.peer
844:san Rapha!!I St  .Pl 160 R;aMho Mlragief!lr. P·7 1160 Rancho Mirage l!lr. .P'7 319 Lat Jdllall.n	•P·l
1378 Del Mar Dr:	.Pl.
8:43 Sa ebna D.r.
1178 Del Mar Dr;	.P'l!.
346 Ve.strell:aDr.	P19A
overgr,own ed,ge Wr:i1SS,e$1 gl'i!l$S1i$1ands
algae girowthi algae waishingup on to ban1k:s algae; requestingkiUow·up
Overgrown etlge gta$Ses
Reques ingrnowlng of dry pond
Fallen!tree frompt,eserve are,a nto backyarn Fdll()\f/up On, dry po.nd fi"aSS cMterin;ggr.rte$ Poiila water!level vef'l;' iow; about Ito dry out
Joel Joel Joel Joel Joel
Joel/HOA Joel
Joel
Requested tteatrn.ent with aq1.1atie:svendor.
.Requi'.!\Sted ti'e,atrrtent With aqautits 'IH!iildor. l=l'iovlded1.1,pd.rte on aq1.1nlc!i·1,;reatment.
Sc:'heduled1rftvl@w.
RePJiew'e'd area and requested .servic:e withia.nc:l'$caping venclor.
free fell fro:m A\ratar pli'CJpe rty; Adv:i$t'!d resident m cotitact HOA N/A
Vendor schedul.ed to 1mt1w
R.eveiwe.da.rea and,moo toting waiter 11el\fels.
07/B/202A,
,rr,/24/2024
,(11/24/2024
{Ji/24/2024
07/26/202A,

108/09/2024
,1)8/13/2024
07/16/2024
07/18/2024
01/19/2024
01/19/2024
07/22/2024
07/26/2024 N/A.
01/31/2024
08/01/2024 N/A.
07/16/2024
,o, /22/2024
07/2.2/24
Oi'/22/2024
'°'/26/2024

·08/09/2024
8/23/2024 Deb connell	4fi4 B-el Air Way	P21	Midges:in pone!	Joel	Requested,mJdge treatment •with vendor.		OB/26/202A,	08/23/2024	108/26/2024	
8/2.SJ/2024 Alan Synum	8:48·p ctficRidge,Rd	PS	.o,rypondin.ot.b--ein.g:mowed	Joel	Re\i'l,ewl!!d a.rea and requl!sted s.eNic:e with!land$caping vendor.		,09/06/2024	08/29/2024	,09/06/2024	
9/3/.2024 KaMl Kre'II	·%,7 t..a,tlit!!raRanch Roat!	.P1i	Questl.onsabout ld.toral planUngs	Joel	Aruwe.11ed questioM ,regardin  IiUor.i,Iplantings..	N/A.		09/03/2024 N/A.		
9/l/,2024 Sheri Wollschlager			Questionsabo:'ut littoral planti.ngs	Joel	Answered questioF,r1eS,gartling liHora1I1plantings..	N/A		09/03/2024 N/A.		
9/5/2024 A:o$cilieSones.	lBl	Bonita can,yaf'IIDnl\!'E	P22	Overgrow,n,eclg,e gra$5es	Joel	Requested tteatrn.ent with aq1.1atie:svendor.		09/12/202A•	09/0S/2024	09/09/2024	
9/9/2024 Art Ha:llman	124 Indian Wells.Av.e	PS	Gras$ a.round 1po,nd hasnot bee,n,out	Joel	.Ex:plarined edge g;rass anawable,l:)f 3.ft:.per diStrJct engi er'sretxN/A	09/09/2024  N/A.										

9/9/2024 AkhRyan
-9/16/2024 Melanie AndeBOn
9/1!3/,2024 ManiaE'rnIii

9/20/2024 ManR ynolds
·9[13/.2024 Jo.seP.n,tejai
864 P ctficRidge,Rd
244 l:soondido Ct
zas Escondido Ct

143 Shad','Cany.on Way	 PIG 1422 Ot!I Mar Ot	R2
.o,ryponds.not being mcYwe.tl. Weed:Sjhrghedge iFcl1S $ Requesl)ingpond cleanup

Reque!'Stlngpond cleanup
Yardnot being cut
Joel Joel Joel

Joel. Joel1
Re\i'l,ewl!!d dry p,tind a,nd re.tiues.tecls:ei'\!ice with:lanrlscaping venc
.Boat treartim.ent was In the proces:$of being,scheclu1ed fl:!r PS.
So:d treaibl'fient""'asrln the pnxess of be:ingsthedu'led,Mi"P8.
Left re:sldent voioemall detam	tlhat pondhas11:iaeen,monitored with trea:tme:-nts.sthe.d u'led..
Reviewed dry pond and1requMted $ervlce withllandscaping
,09/12/2024 109/26/2024
{19/26/2024

9/26/2024
?/26/20?
09/09/2024
09/16/2024
09/19/2024

09/2:0/2024
09/23/2024
,09'/12/2024
·09'/.24/2024 00/24/2024

109/24/2024
09/24/2024

10/4/2024 Ka.nl l<r D

i0/15/2024 ,Karl Kr II

10/25/2024 Richard R)mn

11/1/2024 ,Karl Kr II
11/11/2024 Dave and Allc;eMarb

·967 La:deraRanch Road	.Pl.7

P'22

9;6,7 Lad.eraRanch RDad	P17
54.s Indian WellsAv.e	.Pl.7

Requesl)ingcl.earn up/maintenanee of pond
R:oots of treesgtowing cl'<)!Ie ·to lanal founda ion

Joel Joel

Joel

Joel

Joel Joel
Met with 1res1dent on:site. Requestinm;gproi/ement of fe,nceline.ooglng a.nd spraying of minor edgegrasses.
WatS,n.omd durinJ$ite visit, tequested tr tim.ent wifhaqualtics
'IN:!ndor.
R.e,.v,iewed area,,g,rasSi:!s on•the bank·wern not overgrO'Wln per standard pondmaintenanoe protocdl. R,esident al!:o Yo.iced re.m l.of Iltlotilll!:c, ex:planartion 'Na!!: given of theheal h bene its.of thelittora,1$in,theDond.
:f:1iro'ilided res,ide:nt drv 1pond mowlng frequency ,iGo dary.s during. aF'f' sea$on.,lo days outside dry se:ason; weather permlttin,eJ
e.vieweo areari-frt!!ih al :ewasprese,nt. Ax!:quest.ed 'treallment withhe aquatlc:svelfidnr.
.Sdhed1.1llngrevJew of tre@ b'',' pond for next.site visit.

10/8/.2024	10/04/2024	10/07/2024

10/8/2024	10/07/2024	10/08/2024

10/17/2024	10/15/2024	10/17/2024

N/A.

	 11/5/2024	l.ll/01/2024	11/0S/2024

Section 5

Item will be provided under separate cover.

Section 6

Item will be provided under separate cover.

Section 7

Item will be provided under separate cover.

Audit Committee Meeting

Section III

Section A

POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS
Annual Audit Services for FiscalYear 2024
PolleCounty, Florida
INSTRUCTIONS TO PROPOSE
SECTION  1.  DUE DATE.   Sealed proposals must  be received  no later than Monday, November 11,  2024,  at  2:00  P.M.,  at  the  offices  of  District Manager, located at 219 E. Livingston Street, Orlando, FL 32801. Proposals will be publicly opened at that time.
SECTION 2.  FAMILIARITY WITH THE LAW. By submitting a proposal, the Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, mles, and regulations that in any manner affect the work. Ignorance on the pali of the Proposer will in no way relive it from responsibility to perfo1m the work covered by the proposal in compliance with all such laws, ordinances and regulations.
SECTION 3. QUALIFICATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience and licensing to do the work specified herein. The Proposer shall submit with its proposal satisfacto1y evidence of experience in similar work and show that it is fully prepared to complete the work to the satisfaction of the District.
SECTION 4. SUBMISSION OF ONLY ONE PROPOSAL. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in aiTears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.
SECTION 5. SUBMISSION OF PROPOSAL. Submit one (1) hard copy and one (1) electronic copy of the Proposal Documents, and other requested attachments at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, mai·ked with the title "Auditing Services - Poinciana West Community Development District" on the face of it.
SECTION 6. MODIFICATION AND WITHDRAWL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where proposals are to be submitted at any time prior to the time and date the proposals are due. No proposal may be withdrawn after opening for a period of ninety (90) days.
SECTION 7. PROPOSAL DOCUMENTS. The proposal documents shall consist of the notice announcing the request for proposals, these instructions, the Evaluation Criteria Sheet and a proposal with all required documentation pursuant to Section 12 of these instructions (the "Proposal Documents").
SECTION 8.	PROPOSAL.	In making its proposal, each Proposer represents that it has
read	and	understands	the	Proposal	Documents	and	that	the	proposal	1s
made in accordance therewith.

SECTION 9. BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

SECTION 10. CONTRACT AWARD. Within fourteen (14) days of receipt of the Notice of Award from the District, the Proposer shall enter into and execute a Contract (engagement letter) with the District.
SECTION 11. LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a wavier of District’s limited waiver of liability contained in section 768.28, Florida Statutes, or any other statute or law.

SECTION 12. MISCELLANEOUS. All proposals shall include the following information in addition to any other requirements of the proposal documents.
List position or title of all personnel to perform work on the District audit. Include resumes for each person listed: list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including resumes with applicable certifications.

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

The cost of the provision of the services under the proposal for Fiscal Years 2024, 2025, 2026, 2027 and 2028. The District intends to enter into five (5) separate one-year agreements.

Provide a proposed schedule for performance of audit.

SECTION 13. PROTESTS. Any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) hours after the receipt of the documents. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents.

SECTION 14. EVALUATION OF PROPOSALS. The criteria to be used in the evaluation of proposals are presented in the Evaluation Criteria Sheet, contained within the Proposal Documents.

AUDITOR SELECTION EVALUATION CRITERIA

Ability of Personnel.	(20 Points)

(E.g., geographic locations of the firm’s headquarters or permanent office in relation to the project; capabilities and experience of key personnel; present ability to manage this project; evaluation of existing work load; proposed staffing levels, etc.)

Proposer’s Experience.	(20 Points)

(E.g. past record and experience of the Proposer in similar projects; volume of work previously performed by the firm; past performance for other Community Development Districts in other contracts; character, integrity, reputation, of respondent, etc.)

Understanding of Scope of Work.	(20 Points)

Extent to which the proposal demonstrates an understanding of the District’s needs for the services requested.

Ability to Furnish the Required Services.	(20 Points)

Extent to which the proposal demonstrates the adequacy of Proposer’s financial resources and stability as a business entity necessary to complete the services required (E.g. the existence of any natural disaster plan for business operations).

Price.	(20 Points)

Points will be awarded based upon the price bid for the rendering of the services and reasonableness of the price to the services.

Section B
Poinciana West
Community Development District
Page 195 of 241

219 E. Livingston Street, Orlando, FL 32801 Phone: 407-841-5524- Fax: 407-839-1526

POINCIANA WEST COMMUNITY DEVELOPMENT DISTRICT
REQUEST FOR PROPOSALS FOR ANNUAL AUDIT SERVICES
The  Poinciana West  Community Development District hereby  requests proposals for annual financial auditing services. The proposal must provide for the auditing of the District's financial records for the Fiscal Year ending September 30, 2024, with an option for four additional annual renewals. The Dishict is a local unit of special-purpose government created under Chapter 190, Florida Statutes, for the purpose of financing, constructing, and maintaining public infrastructure. The District is located in Polk County and has a general administrative operating fund.

The Auditing entity submitting a proposal must be duly licensed under Chapter 473, Florida Statutes and be qualified to conduct audits in accordance with "Government Auditing Standards," as adopted by the Florida Board of Accountancy Audits shall be conducted in accordance with Florida Law and particularly Section 218.39, Florida Statutes, and the rules of the Flo1ida Auditor General.

Proposal packages, which include evaluation criteria and instructions to proposers, are available from the District Manager at the address and telephone number listed below.

Proposers must provide one (1) hard copy and one (1) electronic copy of their proposal to GMS - CF, LLC, Dishict Manager, 219 E. Livingston Street, Orlando, FL 32801, telephone (407) 841-5524, in an envelope marked on the outside" Auditing Services - Poinciana Community Development District." Proposals must be received by Monday, November I I, 2024, 2:00 P.M., at the office of the District Manager. Please direct all questions regarding this Notice to the District Manager.
Tricia Adams
Governmental Management Services - Cenh·al Flo1ida, LLC District Manager

Section IV

Section A

Poinciana West Community Development District

DiBartolomeo, McBee, Hartley & Barnes, P.A. Certified Public Accountants
2222 Colonial Road, Suite 200 Fort Pierce, Florida 34950 (772) 461-8833
591 SE Port St. Lucie Boulevard Port Saint Lucie, Florida 34984 (772) 878-1952
Contact:

Jim Hartley, CPA Principal

TABLE OF CONTENTS

Letter of Transmittal Professional Qualifications
Professional Staff Resources	1-2
Current and Near Future Workload	2
Identification of Audit Team	2
Resumes	3-5
Governmental Audit Experience	6
Additional Data
Procedures for Ensuring Quality Control & Confidentiality	7
Independence	7-8
Computer Auditing Capabilities	8
Contracts of Similar Nature	9
Technical Approach
Agreement to Meet or Exceed the Performance Specifications	10
Tentative Audit Schedule	11
Description of Audit Approach	12-15
Proposed Audit Fee	16

D1BARTOLOMEO, McBEE, HARTLEY & BARNES, P.A.
CERTIFIED PUBLICACCOUNTANTS

Poinciana West
Community Development Dist:Iict Audit Selection Committee
Dear Committee Members:

We are pleased to have this opp01tunity to present the qualifications of DiBaitolomeo, McBee, Haitley & Baines, P.A. (DMHB) to se1ve as Poinciana West Community Development District's independent auditors. The audit is a significant engagement demanding vaiious professional resources, governmental knowledge and expe1tise, and, most impo1tantly, experience se1ving Florida local governments. DMHB understands the se1vices required and is committed to pe1fo1ming these se1vices within the required time frame. We have the staff available to complete this engagement in a timely fashion. We audit several entities across the State making it feasible to schedule and provide se1vices at the required locations.
Proven Track Record- Our clients know our people and the quality of our work. We have always been responsive, met. deadlines, and been willing to go the extra mile with the objective of providing significant value to mitigate the cost oft.he audit. This proven n·ack record of successfully working together to se1ve governmental clients will enhance the quality of se1vices we provide.
Experience-DMHB has a histo1y of providing quality professional se1vices to an impressive list.of public sector clients in Florida. We cwTently se1ve a large number of public sector entities in Florida, including cities, villages, special dist:I·icts, as well as a lai·ge number of community development districts. Our film has performed in excess of 100 community development district. audits. In addition, our senior management team members have between 25 and 35 years expe1ience in se1ving Flo1ida governments. DMHB is a recognized leader in providing se1vices to governmental and non-profit agencies within the State of Florida. Through our experience in pe1fo1ming audits, we have been able to increase our audit efficiency and therefore reduce cost.. We have continually passed this cost saving on to our clients and will continue to do so in the future. As a result of our experience and expe1tise, we have developed an effective and efficient audit approach designed to meet or exceed the perfo1mance specifications in accordance with audit standards generally accepted in the United Stat.es of Ame1ica, the standards applicable to financial audits contained in Government Auditing Standai·ds, issued by the Comptroller General oft.he United States with minimal disrnpt.ion to your operations. Our firm has frequent technical updates to keep our personnel info1med and up to date on all changes that.are occw1ing within the industry.

2222 Colonial Road, Suite 200 • Fort Pierce, Florida 34950 • 772-461-8833 • Fax: 772-461-8872 591 S.E. Port St. Lucie Blvd., • Port St. Lucie, Florida 34984 • 772-878-1952 • Fax: 772-878-1709
Member AICPA	Member AICPA Division for CPA Firms Private Company Practice Section
Member AICPA

WWW.DMHBCPA.NET

Timeliness – In order to meet the Districts needs, we will perform interim internal control testing by January 31st from unaudited preliminary general ledgers provided. The remaining testing will be completed no later than May 1st. We will also review all minutes and subsequent needs related to the review of the minutes by January 31st. Follow up review will be completed as necessary.

Communication and Knowledge Sharing— Another driving force behind our service approach is frequent, candid and open communication with management with no surprises. During the course of the audit, we will communicate with management on a regular basis to provide you with a status report on the audit and to discuss any issues that arise, potential management letter comments, or potential audit differences.
In the accompanying proposal, you will find additional information upon which you can evaluate DMHB’s qualifications. Our full team is in place and waiting to serve you. Please contact us at 2222 Colonial Road, Suite 200 Fort Pierce, FL 34950. Our phone number is (772) 461-8833. We look forward to further discussion on how our team can work together with you.

Very truly yours,

DiBartolomeo, McBee, Hartley & Barnes, P.A.

PROFESSIONAL QUALIFICATIONS
DiBaitolomeo, McBee, Haitley & Baines, P.A. is a local public accounting fnm with offices in the cities of Fort Pierce and Port St. Lucie. The fnm was formed in 1982.

Professional Staff Resources

Our services will be delivered through personnel in both our Port St. Lucie and Ft. Pierce offices, located at 591 S.E. Port St. Lucie Blvd., Port St. Lucie, FL 34984 and 2222 Colonial Road, Suite 200, Fort Pierce, Florida 34950, respectively. DMHB has a total of 19 professional staff including 9 with extensive experience serving governmental entities.

Professional Staff Classification	:\'umber of Professionals	
Paitner	4	
Managers	2	
Senior	2	
Staff	11	
	19	

DiBaitolomeo, McBee, Haitley & Baines provides a vaiiety of accounting, auditing, tax litigation support, estate planning, and consulting services. Some of the governmental, non-profit accounting, auditing and advisory services cmTently provided to clients include:
Annual financial and compliance audits including Single Audits of State and Federal financial assistance programs under the 0MB A-133 audit criteria

Issuance of Comfort Letters, consent letters, and paiity certificates in conjunction with the issuance of tax-exempt debt obligations, including compiling financial data and interim period financial statement reviews

Assisting in compiling historical financial data for fa-st-time and subsequent submissions for the GFOA Certificate of Achievement for Excellence in Financial Reporting

PROFESSIONAL QUALIFICATIONS (CONTINUED)

Professional Staff Resources (Continued)

Audits of franchise fees received from outside franchisees

Preparation of annual reports to the State Department of Banking and Finance

Audits of Internal Controls – Governmental Special Project

Assistance with Implementation of current GASB pronouncements

Current and Near Future Workload
In order to better serve and provide timely and informative financial data, we have comprised an experienced audit team. Our present and future workloads will permit the proposed audit team to perform these audits within the time schedule required and meet all deadlines.

Identification of Audit Team

The team is composed of people who are experienced, professional, and creative. They fully understand your business and will provide you with reliable opinions. In addition, they will make a point to maintain ongoing dialogue with each other and management about the status of our services.
The auditing firm you select is only as good as the people who serve you. We are extremely proud of the outstanding team we have assembled for your engagement. Our team brings many years of relevant experience coupled with the technical skill, knowledge, authority, dedication, and most of all, the commitment you need to meet your government reporting obligations and the challenges that will result from the changing accounting standards.

A flow chart of the audit team and brief resumes detailing individual team members’ experience in each of the relevant areas follow.
Jim Hartley, CPA – Engagement Partner (resume attached) Will assist in the field as main contact
Jay McBee, CPA – Technical Reviewer (resume attached) Christine Kenny, CPA – Senior (resume attached)

Jim Hartley
Partner – DiBartolomeo, McBee, Hartley & Barnes
Experience and Training

Jim has over 35 years of public accounting experience and would serve as the engagement partner. His experience and training include:

35 years of non-profit and governmental experience.
Specializing in serving entities ranging from Government to Associations and Special District audits.
Has performed audits and advisory services for a variety of public sector entities.
Has extensive experience performing audits of federal grant recipients in accordance with the Single Audit Act and the related Office of Management and Budget (OMB) guidelines.
Experienced in maintaining the GFOA Certificate of Achievement.
120 hours of CPE credits over the past 3 years.
Recent Engagements

Has provided audit services on governmental entities including towns, villages, cities, counties, special districts and community development districts. Jim has assisted with financial statement preparation, system implementation, and a variety of services to a wide range of non-profit and governmental entities. Jim currently provides internal audit and consulting services to governmental entities and non-profit agencies to assist in implementing and maintaining “best practice” accounting policies and procedures. Jim provides auditing services to the Fort Pierce Utilities Authority, St. Lucie County Fire District, City of Port St. Lucie, Tradition CDD #1 – 10, Southern Groves CDD #1-6, Multiple CDD audits, Town of St. Lucie Village, Town of Sewall’s Point, Town of Jupiter Island along with several other entities, including Condo and Homeowner Associations.
Education and Registrations

Bachelor of Science in Accounting – Sterling College.
Certified Public Accountant
Professional Affiliations

Member of the American Institute of Certified Public Accountants
Member of the Florida Institute of Certified Public Accountants
Member of the Florida Government Finance Officers Association
Volunteer Service

Treasurer & Executive Board - St. Lucie County Chamber of Commerce
Budget Advisory Board - St. Lucie County School District
Past Treasurer - Exchange Club for Prevention of Child Abuse & Exchange Foundation Board
Board of Directors – State Division of Juvenile Justice

Jay L. McBee
Partner – DiBartolomeo, McBee, Hartley & Barnes

Experience and Training

Jay has over 45 years of public accounting experience and would serve as the technical reviewer on the audit. His experience and training include:

45 years of government experience.
Specializing in serving local government entities.
Has performed audits and advisory services for a variety of public sector entities including counties, cities, special districts, and school districts.
Has experience performing audits of federal grant recipients in accordance with the Single Audit Act and the related Office of Management and Budget (OMB) guidelines, including Circular A-133 and the Rules of the Auditor General.
Has extensive experience in performing pension audits.
Experienced in developing and maintaining the GFOA Certificate of Achievement.
120 Hours of relevant government CPE credits over the past 3 years.
Experience in municipal bond and other governmental-financing options and offerings.

Recent Engagements
Has provided auditing services on local governmental entities including towns, villages, cities, counties, special district and community development districts. Jay has assisted with financial preparation, system implementation, and a variety of government services to a wide range of governmental entities. Jay currently provides auditing services to the City of Port St. Lucie, City of Okeechobee Pension Trust Funds, St. Lucie County Fire District Pension funds, along with several other non-profit and governmental entities.

Education and Registrations

Bachelor of Science in Accounting and Quantitative Business Management – West Virginia University.
Certified Public Accountant
Professional Affiliations

Member of the American Institute of Certified Public Accountants
Member of the Florida Institute of Certified Public Accountants
Member of the Florida Government Finance Officers Association
Volunteer Service

Member of the St. Lucie County Citizens Budget Committee
Finance committee for the First United Methodist Church
Treasurer of Boys & Girls Club of St. Lucie County

Christine M. Kenny, CPA
Senior Staff – DiBartolomeo, McBee, Hartley & Barnes
Experience and training
Christine has over 18 years of public accounting experience and would serve as a senior staff for the Constitutional Officers. Her experience and training include:

18 years of manager and audit experience.
Has performed audits and advisory services for a variety of public sector entities including counties, cities, towns and special districts.
Has experience performing audits of federal grant recipients in accordance with the Single Audit Act and the related Office of Management and Budget (OMB) guidelines, including Circular A-133 and the Rules of the Auditor General.
100 hours of relevant government CPE credits over the past 3 years.

Recent Engagements

Has provided audit services on governmental entities including towns, villages, cities and special districts. Christine has assisted with financial statement preparation, system implementation, and a variety of services to a wide range of non-profit and governmental entities. Christine currently provides services to multiple agencies to assist in implementing and maintaining “best practice” accounting policies and procedures.
Engagements include St. Lucie County Fire District, City of Fort Pierce, Town of Sewall’s Point, and Town of St. Lucie Village.

Education and Registrations

Bachelor of Science in Accounting – Florida State University
Professional Affiliations
Active Member of the Florida Institute of Certified Public Accountants
Active Member of the American Institute of Certified Public Accountants
Member of the Florida Government Finance Officers Association

PROFESSIONAL QUALIFICATIONS (CONTINUED)

Governmental Audit Experience
DiBartolomeo, McBee, Hartley & Barnes, P.A., through its principals and members, has provided continuous in-depth professional accounting, auditing, and consulting services to local government units, nonprofit organizations, and commercial clients. Our professionals have developed considerable expertise in performing governmental audits and single audits and in preparing governmental financial statements in conformance with continually evolving GASB pronouncements, statements, and interpretations. All of the public sector entities we serve annually are required to be in accordance with GASB pronouncements and government auditing standards. We currently perform several Federal and State single audits in compliance with OMB Circular A- 133 and under the Florida Single Audit Act. Our professionals are also experienced in assisting their clients with preparing Comprehensive Annual Financial Reports (GFOA).
All work performed by our firm is closely supervised by experienced certified public accountants. Only our most seasoned CPA’s perform consulting services. Some of the professional accounting, auditing, and management consulting services currently provided to our local governmental clients include:

Annual financial and compliance audits including Single Audits of State and Federal financial assistance programs under OMB A-133 audit criteria and the Florida Single Audit Act
Assisting in compiling historical financial data for first-time and supplemental submissions for GFOA Certificate of Achievement of Excellence in Financial Reporting
Audits of franchise fees received from outside franchisees
Assistance with Implementation of GASB-34
Internal audit functions
Fixed assets review and updating cost/depreciation allocations and methods

ADDITIONAL DATA

Procedures for Ensuring Quality Control & Confidentiality

Quality control in any CPA firm can never be taken for granted. It requires a continuing commitment to professional excellence. DiBartolomeo, McBee, Hartley & Barnes is formally dedicated to that commitment.

In an effort to continue to maintain the standards of working excellence required by our firm, DiBartolomeo, McBee, Hartley & Barnes, P.A. joined the Quality Review Program of the American Institute of Certified Public Accountants. To be a participating member firm, a firm must obtain an independent compliance review of its quality control policies and procedures to ascertain the firm’s compliance with existing auditing standards on the applicable engagements. The scope of peer review is comprehensive in that it specifically reviews the following quality control policies and procedures of the participating firm:

Professional, economic, and administrative independence
Assignment of professional personnel to engagements
Consultation on technical matters
Supervision of engagement personnel
Hiring and employment of personnel
Professional development
Advancement
Acceptance and continuance of clients
Inspection and review system

Independence

Independence is a hallmark of our profession. We encourage our staff to use professional judgment in situations where our independence could be impaired or the perception of a conflict of interest might exist. In the governmental sector, public perception is as important as professional standards. Therefore, independent auditors must exercise utmost care in the performance of their duties.

Our firm has provided continuous certified public accounting services in the government sector for 31 years, and we are independent of the Community Development Districts as defined by the following rules, regulations, and standards:

ADDITIONAL DATA (CONTINUED)

Independence (Continued)

Au Section 220 – Statements on Auditing Standards issued by the American Institute of Certified Public Accountants
ET Sections 101 and 102 – Code of Professional Conduct of the American Institute of Certified Public Accountants
Chapter 21A-21, Florida Administrative Code
Section 473.315, Florida Statutes
Government Auditing Standards, issued by the Comptroller General of the United States

Computer Auditing Capabilities

DiBartolomeo, McBee, Hartley & Barnes’ strong computer capabilities as demonstrated by our progressive approach to computer auditing and extensive use of microcomputers. Jay McBee is the MIS partner for DMHB. Jay has extensive experience in auditing and evaluating various computer systems and would provide these services in this engagement.

We view the computer operation as an integral part of its accounting systems. We would evaluate the computer control environment to:

Understand the computer control environment’s effect on internal controls
Conclude on whether aspects of the environment require special audit attention
Make preliminary determination of comments for inclusion in our management letter

This evaluation includes:

System hardware and software
Organization and administration
Access

Contracts of Similar Nature within References

Client	

Years	Annual Audit In Accordance WithGAAS	
Engagement Partner	
Incl. Utility Audit/ Consulting	
GFOA
Cert.	
GASB 34
Implementation & Assistance	
Total Hours	
St. Lucie County Fire District Karen Russell, Clerlc-Treasurec (772)462-2300	1984-
Current		
Jim Hartley				
250-300	
City ofFort Pierce
Johnna Morris, Finance Director
nn'LM,(\_2200	2005-
CWTent		
Mark Barnes				
800	
Fort Pierce Utilities Authority Nina Hurtubise, Finance Director (772)-466-1600	2005-
CWTent		
Jim Hartley				
600	
TownofSt. Lucie Village
Diane Robertson, Town Clede (772) 595--0663	
1999-
CWTent		
Jim Hartley				
100	
City of Okeechobee Pension Trust Funds
Marita Rice, Supervisor ofFinance
(863)763-9460	
1998-
CWTent		
Jay McBee				
60	
St. Lucie County Fire District 175 Pension Trust F=d
Chris Bushman, Captain
(772) 462-2300	
1990-
CWTent		
Jay McBee				
60	
Tradition Community Development District 1-10
Alan Mi.shlove,District Finance
Manager (407)382-3256	
2002-
CWTent		

Jim Hartley				

350	
Legends Bay Community
Development District Patricia Comings-Thibault (321)263-0132	2013-
CWTent		
Jim Hartley				
50	
Union Parle Community Development District
Patricia Comings-Thibault (321)263-0132	2013-
CWTent		
Jim Hartley				
50	
DeerIsland Community Development District Patricia Comings-Thibault (321)263-0132	2013-
CWTent		
Jim Hartley				
50	
Parle Creek Community Development District Patricia Comings-Thibault (321)263-0132	2013-
CWTent		

Jim Hartley				

50	
Watecleaf Community Development District Patricia Comings-Thibault
(321)263-0132	2013-
CWTent		
Jim Hartley				
50	

TECHNICAL APPROACH
An Express Agreement to Meet or Exceed the Performance Specifications.
The audit will be conducted in compliance with the following requirements:

Rules of the Auditor General for form and content of governmental audits
Regulations of the State Department of Banking and Finance
Audits of State and Local Governmental Units-American Institute of Certified Public Accountants.
The audit report shall contain the opinion of the auditor in reference to all financial statements, and an opinion reflecting compliance with applicable legal provisions.
We will also provide the required copies of the audit report, the management letter, any related reports on internal control weaknesses and one copy of the adjusting journal entries and financial work papers.
The auditor shall, at no additional charge, make all related work papers available to any Federal or State agency upon request in accordance with Federal and State Laws and Regulations.
We will work in cooperation with the District, its underwriters and bond council in regard to any bond issues that may occur during the term of the contract.
The financial statements shall be prepared in conformity with Governmental Accounting Standards Board Statement Number 34, 63 and 65.

We will commit to issuing the audit for each Fiscal year by June 1st of the following year. In order to ensure this we will perform interim internal control testing as required by January 31st from unaudited preliminary general ledgers provided. The remaining testing will be completed no later than May 1st. We will also review all minutes and subsequent needs related to the review of the minutes by January 30th. Follow up review will be completed as necessary.

b. A Tentative Schedule for Performing the Key phases of the Audit
Audit Phase and Tasks

Planning Phase:
Meetings and discussions with Poinciana West Community Development District personnel regarding operating, accounting and reporting matters
Discuss management expectations, strategies and objectives
Review operations Develop engagement plan
Study and evaluate internal controls Conduct preliminary analytical review
Detailed Audit Phase:
Conduct final risk assessment Finalize audit approach plan
Perform	substantive	tests	of	account
balances
Perform	single	audit	procedures	(if applicable)
Perform statutory compliance testing
Closing Phase:
Review subsequent events, contingencies and commitments
Complete	audit	work	and	obtain management representations
Review proposed audit adjustments with client
Reporting Phase:
Review		or	assist	in		preparation	of financial statement for Poinciana West Community Development District Prepare	management	letter	and	other special reports
Exit conference with Poinciana West Community Development District officials and management
Delivery of final reports
Oct.
Nov.
Dec.
Jan.
Feb.
Mar.
Apr.

SPECIFIC AUDIT APPROACH
Our partners are not strangers who show up for an entrance conference and an exit conference. We have developed an audit plan that allows the partners to directly supervise our staff in the field. By assigning two partners to the audit, we will have a partner on-site for a significant portion of the fieldwork. This also gives the District an additional contact individual for questions or problems that may arise during the audit.

The scope of our services will include a financial, as well as, a compliance audit of the District’s financial statements. Our audit will be conducted in accordance with auditing standards generally accepted in the United States and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Additionally, our audit will be conducted in accordance with the provisions of Chapter 10.550, Rules of the Auditor General, which govern the conduct of local government entity audits performed in the State of Florida.

Our audit approach places emphasis on the accounting information system and how the data is recorded, rather than solely on the verification of numbers on a financial statement. This approach enables us to:

Maximize our understanding of the District’s operating environment
Minimize time required conducting the audit since we start with broad considerations and narrow to specific audit objectives in critical areas
Our audit approach consists of four phases encompassing our audit process:

Planning Phase
Detailed Audit Phase
Closing Phase
Reporting

Planning Phase
Meetings and Expectations:
Our first step in this phase will be to set up a planning meeting with the financial and operating management of Poinciana West Community Development District. Our goal here is to eliminate “surprises.” By meeting with responsible officials early on we can discuss significant accounting policies, closing procedures and timetables, planned timing of our audit procedures and expectations of our work. This will also be the starting point for our discussions with management related to SAS No. 99-Consideration of Fraud in a Financial Statement Audit. Inquiries will be made regarding managements knowledge of fraud and on management’s views regarding the risk of fraud.

Review Operations and Develop Engagement Plan
It is critical that we understand the District’s operating environment. To do this we will obtain and review such items as, organizational charts, recent financial statements, budget information, major contracts and lease agreements. We will also gather other information necessary to increase our understanding of the District’s operations, organization, and internal control.

Study and Evaluate Internal Control
As part of general planning, we will obtain an understanding and assessment of the District’s control environment. This assessment involves a review of management’s operating style, written internal control procedures, and the District’s accounting system. The assessment is necessary to determine if we can rely on control procedures and thus reduce the extent of substantive testing.

We then test compliance with established control procedures by ascertaining that the significant strengths within the system are functioning as described to us. Generally, transactions are selected and reviewed in sufficient detail to permit us to formulate conclusions regarding compliance with control procedures and the extent of operation compliance with pertinent laws and regulations. This involves gaining an understanding of the District’s procedures, laws and regulations, and testing systems for compliance by examining contracts, invoices, bid procedures, and other documents. After testing controls, we then evaluate the results of those tests and decide whether we can rely on controls and thus reduce other audit procedures.
Conduct Preliminary Analytical Review
Also during the planning stage, we undertake analytical procedures that aid us in focusing our energies in the right direction. We call these analytical reviews.
A properly designed analytical review can be a very effective audit procedure in audits of governmental units. Analytical reviews consist of more than just a comparison of current-year actual results to prior-year actual results. Very effective analytical review techniques include trend analysis covering a number of years and comparisons of information not maintained totally within the financial accounting system, such as per capita information, prevailing market interest rates, housing statistics, etc.

Some examples of effective analytical reviews performed together and/or individually include:

Comparison of current-year actual results with current-year budget for the current and past years with investigation of significant differences and/or trends
Trend analysis of the percentage of current-year revenues to current-year rates for the current and previous years with investigation of significant changes in the collection percentage
Trend analysis of the percentage of expenditures by function for the current and previous years with investigation of significant changes in percentages by department
Monthly analysis of receipts compared to prior years to detect trends that may have audit implications
Conclusions reached enable us to determine the nature, timing and extent of other substantive procedures.

Detailed Audit Phase

Conduct Final Risk Assessment and Prepare Audit Programs
Risk assessment requires evaluating the likelihood of errors occurring that could have a material affect on the financial statements being audited. The conclusions we reach are based on many evaluations of internal control, systems, accounts, and transactions that occur throughout the audit. After evaluating the results of our tests of control and our final risk assessment we can develop detailed audit programs.
Perform Substantive Tests of Account Balances
These tests are designed to provide reasonable assurance as to the validity of the information produced by the accounting system. Substantive tests involve such things as examining invoices supporting payments, confirmation of balances with independent parties, analytical review procedures, and physical inspection of assets. All significant accounts will be subjected to substantive procedures. Substantive tests provide direct evidence of the completeness, accuracy, and validity of data.

Perform Single Audit Procedures (if applicable)
During the planning phase of the audit we will request and review schedules of expenditures of federal awards and state financial assistance. These schedules will be the basis for our determination of the specific programs we will test.
In documenting our understanding of the internal control system for the financial statement audit, we will identify control activities that impact major federal and state programs as well. This will allow us to test certain controls for the financial audit and the single audit concurrently. We will then perform additional tests of controls for each federal and state program selected for testing. We will then evaluate the results of the test of controls to determine the nature, timing and extent of substantive testing necessary to determine compliance with major program requirements.

Perform Statutory Compliance Testing
We have developed audit programs for Poinciana West Community Development District designed to test Florida Statutes as required by the Auditor General. These programs include test procedures such as general inquiries, confirmation from third parties, and examination of specific documents.

Closing Phase

During the closing phase we perform detail work paper reviews, request legal letters, review subsequent events and proposed audit adjustments. Communication with the client is critical in this phase to ensure that the information necessary to prepare financial statements in conformity with accounting principles generally accepted in the United States has been obtained.

Reporting Phase
Financial Statement Preparation
As a local firm, we spend a considerable amount of time on financial statement preparation and support. With this in mind, we can assist in certain portions of the preparation of financial statements or simply review a draft of financials prepared by your staff. We let you determine our level of involvement.

Management Letters
We want to help you solve problems before they become major.
Our management letters go beyond citing possible deficiencies in the District’s internal control structures. They identify opportunities for increasing revenues, decreasing costs, improving management information, protecting assets and improving operational efficiency.
The diversity of experience of our personnel and their independent and objective viewpoints make the comments, observations, and conclusions presented in our management letters a valuable source of information. We have provided positive solution-oriented objective recommendations to our governmental clients regarding investments, accounting accuracy, data processing, revenue bonds, payroll, utility billing, purchasing, budgeting, risk management, and internal auditing.

This review ensures the integrity of the factual data in the management letter but does not influence or impair our independence.

Exit Conferences and Delivery of Reports
We anticipate meeting with appropriate District personnel in February and issuing the final required reports by the May meeting of each year.

PROPOSED AUDIT FEE

DiBartolomeo, McBee, Hartley & Barnes P.A. will perform the annual audit of Poinciana West Community Development District as follows:

September 2024	$ 3,450	
September 2025	$ 3,600	
September 2026	$ 3,700	
September 2027	$ 3,850	
September 2028	$ 4,000	

In years of new debt issuance fees may be adjusted as mutually agreed upon.

Section B

Proposal to Provide Financial Auditing Services:
POINCIANA WEST
COMMUNITY DEVELOPMENT DISTRICT

Proposal Due: November 11, 2024 2:00PM

Submitted to:
Poinciana West
Community Development District c/o District Manager
219 East Livingston Street Orlando, Florida 32801

Submitted by:
Antonio J. Grau, Partner Grau & Associates
1001 Yamato Road, Suite 301 Boca Raton, Florida 33431 Tel	(561) 994-9299
(800) 229-4728
Fax	(561) 994-5823
tgrau@graucpa.com www.graucpa.com

Table of Contents	Page
EXECUTIVE SUMMARY / TRANSMITTAL LETTER	1
FIRM QUALIFICATIONS	3
FIRM & STAFF EXPERIENCE	6
REFERENCES	11
SPECIFIC AUDIT APPROACH	13
COST OF SERVICES	17
SUPPLEMENTAL INFORMATION	19

November 11, 2024

Poinciana West Community Development District c/o District Manager
219 East Livingston Street Orlando, Florida 32801

Re:	Request for Proposal for Professional Auditing Services for the fiscal year ended September 30, 2024, with an option for four (4) additional annual renewals.

Grau & Associates (Grau) welcomes the opportunity to respond to the Poinciana West Community Development District’s (the “District”) Request for Proposal (RFP), and we look forward to working with you on your audit. We are an energetic and robust team of knowledgeable professionals and are a recognized leader of providing services to Community Development Districts. As one of Florida’s few firms to primarily focus on government, we are especially equipped to provide you an effective and efficient audit.

Government audits are at the core of our practice: 95% of our work is performing audits for local governments and of that 98% are for special districts. With our significant experience, we are able to increase efficiency, to provide immediate and continued savings, and to minimize disturbances to your operations.

Why Grau & Associates:

Knowledgeable Audit Team
Grau is proud that the personnel we assign to your audit are some of the most seasoned auditors in the field. Our staff performs governmental engagements year-round. When not working on your audit, your team is refining their audit approach for next year’s audit. Our engagement partners have decades of experience and take a hands-on approach to our assignments, which all ensures a smoother process for you.

Servicing your Individual Needs
Our clients enjoy personalized service designed to satisfy their unique needs and requirements. Throughout the process of our audit, you will find that we welcome working with you to resolve any issues as swiftly and easily as possible. In addition, due to Grau’s very low turnover rate for our industry, you also won’t have to worry about retraining your auditors from year to year.

Developing Relationships
We strive to foster mutually beneficial relationships with our clients. We stay in touch year-round, updating, collaborating, and assisting you in implementing new legislation, rules and standards that affect your organization. We are also available as a sounding board and assist with technical questions.

Maintaining an Impeccable Reputation
We have never been involved in any litigation, proceeding or received any disciplinary action. Additionally, we have never been charged with, or convicted of, a public entity crime of any sort. We are financially stable and have never been involved in any bankruptcy proceedings.
Complying With Standards
Our audit will follow the Auditing Standards of the AICPA, Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States, and the Rules of the Auditor General of the State of Florida, and any other applicable federal, state and local regulations. We will deliver our reports in accordance with your requirements.

This proposal is a firm and irrevocable offer for 90 days. We certify this proposal is made without previous understanding, agreement or connection either with any previous firms or corporations offering a proposal for the same items. We also certify our proposal is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action, and was prepared in good faith. Only the person(s), company or parties interested in the project as principals are named in the proposal. Grau has no existing or potential conflicts and anticipates no conflicts during the engagement. Our Federal I.D. number is 20-2067322.

We would be happy to answer any questions or to provide any additional information. We are genuinely excited about the prospect of serving you and establishing a long-term relationship. Please do not hesitate to call or email either of our Partners, Antonio J. Grau, CPA (tgrau@graucpa.com) or David Caplivski, CPA (dcaplivski@graucpa.com) at 561.994.9299. We thank you for considering our firm’s qualifications and experience.

Very truly yours, Grau & Associates
Antonio J. Grau

Firm Qualifications

Grau & Associates
CERTIFIED PUBLIC ACCOUNTANTS
Grau's Focus and Experience

OurTeam
.•.••....
3	11
Partners	Professional Administrative
Staff	Professionals

.------,-----,--1t-ta:::-  J-t	Community Development
Districts Served

Properly registered and licensed professional corporation by the state of FLORIDA

We are proud Membersof the American Institute of Certified Publlc Accountants
&
the Florida Institute of Certified Publlc Accountants
2005
Year founded

Services Provided

See next page for report and certificate
External quality reviewprogram: consistentlyreceives a pass
Internal: ongoing monitoringto maintainquality

AICPAI FICPA I GFOA I FASO I FGFOA

PA	,-.AICPA	Peer Review
Florida Institute of Certified Public Accountants

FICPA Peer Review Program Administered in Florida
bv The Florida Institute of CPAs

AICPA Peer Review Program Administered in Florida
by the Florida Institute of CPAs

March 17, 2023

Antonio Grau Grau & Associates
951 Yamato Rd Ste 280 Boca Raton, FL 33431-1809

Dear Antonio Grau:

It is my pleasure to notify you that on March 16, 2023, the Florida Peer Review Committee accepted the report on the most recent System Review of your firm. The due date for your next review is December 31, 2025. This is the date by which all review documents should be completed and submitted to the administering entity.

As you know, the report had a peer review rating of pass. The Committee asked me to convey its congratulations to the firm.

Thank you for your cooperation. Sincerely,

Peer Review Team
FICPA Peer Review Committee 850.224.2727, x5957
cc: Daniel Hevia, Racquel McIntosh

Firm Number: 900004390114	Review Number: 594791

119 S Monroe Street, Suite 121 I Tallahassee, FL 323011 850.224.2727, in Florida I www.ficpa.org

Firm & Staff Experience

Grau& Associates
CERTIFIED PUBLIC ACCOUNTANTS
GRAU AND ASSOCIATES COMMUNITY DEVELOPMENT DISTRICT EXPERIENCE BY MANAGEMENT COMPANY

Profile Briefs:

Antonio] GRAU, CPA (Partner)
Years Performing Audits: 35+
CPE (last 2 years): Government Accounting, Auditing: 24 hours; Accounting, Auditing and Other: 56 hours
Professional Memberships: A/CPA, FICPA,FGFOA,GFOA

David Caplivski, CPA (Partner)
Years Performing Audits: 13+
CPE (last 2 years): Government Accounting, Auditing: 24 hours; Accounting, Auditing and Other: 64 hours
Professional Memberships: A/CPA, FICPA,FGFOA,FASD

YOUR ENGAGEMENT TEAM

Grau's client-specific engagement team is meticulously organized in order to meet the unique needs of each client. Constant communication within our solution team allows for continuity of staff and audit team.

The Certified Information Technology Professional (CITP) Partner will bring a unique blend of IT expertise and understanding of accounting principles to the financial statement audit of the District.
An advisory consultant will be available as a sounding board to advise in those areas where problems are encountered.

The assigned personnel will work closely with the partner and the District to ensure that the financial statements and all other reports are prepared in accordance with professional standards and firm policy.
Responsibilities will include planning the audit; communicating with the client and the partners the progress of the audit; and
determining that financial statements and all reports issued by the firm are accurate, complete and are prepared in accordance with professional standards and firm policy.
The Engagement Partner will participate extensively during the various stages of the engagement and has direct responsibility for engagement policy, direction, supervision, quality control, security, confidentiality of information of the engagement and communication with client personnel. The engagement partner will also be involved directing the development of the overall audit approach and plan; performing an overriding review of work papers and ascertain client satisfaction.
Antonio ‘Tony ‘ J. Grau, CPA
Partner
Contact: tgrau@graucpa.com | (561) 939-6672
Experience
For over 30 years, Tony has been providing audit, accounting and consulting services to the firm’s governmental, non-profit, employee benefit, overhead and arbitrage clients. He provides guidance to clients regarding complex accounting issues, internal controls and operations.
As a member of the Government Finance Officers Association Special Review Committee, Tony participated in the review process for awarding the GFOA Certificate of Achievement in Financial Reporting. Tony was also the review team leader for the Quality Review of the Office of Management Audits of School Board of Miami-Dade County. Tony received the AICPA advanced level certificate for governmental single audits.

Education
University of South Florida (1983) Bachelor of Arts
Business Administration

Clients Served (partial list)
(>300) Various Special Districts, including:

Bayside Improvement Community Development District Dunes Community Development District
Fishhawk Community Development District (I,II,IV) Grand Bay at Doral Community Development District Heritage Harbor North Community Development District

Boca Raton Airport Authority Greater Naples Fire Rescue District
Key Largo Wastewater Treatment District Lake Worth Drainage District
South Indian River Water Control
St. Lucie West Services District
Ave Maria Stewardship Community District Rivers Edge II Community Development District Bartram Park Community Development District
Bay Laurel Center Community Development District

Professional Associations/Memberships
American Institute of Certified Public Accountants Florida Government Finance Officers Association Florida Institute of Certified Public Accountants  Government Finance Officers Association Member City of Boca Raton Financial Advisory Board Member

Professional Education (over the last two years)
Course	Hours
Government Accounting and Auditing	24
Accounting, Auditing and Other	56
Total Hours	80 (includes of 4 hours of Ethics CPE)
David Caplivski, CPA/CITP, Partner
Contact : dcaplivski@graucpa.cPoamge /23506of12-491 39-6676
Experience
Grau & Associates	Partner	2021-Present	
Grau & Associates	Manager	2014-2020	
Grau & Associates	Senior Auditor	2013-2014	
Grau & Associates	Staff Auditor	2010-2013	

Education
Florida Atlantic University (2009) Master of Accounting
Nova Southeastern University (2002) Bachelor of Science
Environmental Studies

Certifications and Certificates
Certified Public Accountant (2011)
AICPA Certified Information Technology Professional (2018) AICPA Accreditation COSO Internal Control Certificate (2022)

Clients Served (partial list)
(>300) Various Special Districts	Hispanic Human Resource Council
Aid to Victims of Domestic Abuse	Loxahatchee Groves Water Control District
Boca Raton Airport Authority	Old Plantation Water Control District
Broward Education Foundation	Pinetree Water Control District
CareerSource Brevard	San Carlos Park Fire & Rescue Retirement Plan CareerSource Central Florida 403 (b) Plan	South Indian River Water Control District
City of Lauderhill GERS	South Trail Fire Protection & Rescue District
City of Parkland Police Pension Fund	Town of Haverhill
City of Sunrise GERS	Town of Hypoluxo
Coquina Water Control District	Town of Hillsboro Beach
Central County Water Control District	Town of Lantana
City of Miami (program specific audits)	Town of Lauderdale By-The–Sea Volunteer Fire Pension City of West Park	Town of Pembroke Park
Coquina Water Control District	Village of Wellington East Central Regional Wastewater Treatment Facl.	Village of Golf
East Naples Fire Control & Rescue District

Professional Education (over the last two years)
Course	Hours
Government Accounting and Auditing	24
Accounting, Auditing and Other	64
Total Hours	88 (includes 4 hours of Ethics CPE)
Professional Associations
Member, American Institute of Certified Public Accountants Member, Florida Institute of Certified Public Accountants Member, Florida Government Finance Officers Association Member, Florida Association of Special Districts

References

Grau& Associates
CERTIFIED PUBLIC ACCOUNTANTS
We have included three references of government engagements that require compliance with laws and regulations, follow fund accounting, and have financing requirements, which we believe are similar to the District.

Dunes Community Development District
Scope of Work Engagement Partner Dates
Client Contact
Financial audit Antonio J. Grau Annually since 1998
Darrin Mossing, Finance Director 475 W. Town Place, Suite 114
St. Augustine, Florida 32092
	904-940-5850	

Two Creeks Community Development District
Scope of Work Engagement Partner Dates
Client Contact
Financial audit Antonio J. Grau Annually since 2007
William Rizzetta, President 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614
	813-933-5571	

Journey's End Community Development District
Scope of Work Engagement Partner Dates
Client Contact
Financial audit Antonio J. Grau Annually since 2004
Todd Wodraska, Vice President 2501 A Burns Road
Palm Beach Gardens, Florida 33410
	561-630-4922	

Specific Audit Approach

Grau& Associates
CERTIFIED PUBLIC ACCOUNTANTS
AUDIT APPROACH
Grau's Understanding of Work Product/ Scope of Services:
We recognize the District is an important entity and we are confident our firm is eminently qualified to meet the challenges of this engagement and deliver quality audit services. You would be a valued client of our firm and we pledge to commit all firm resources to provide the level and quality of services (as described below) which not only meet the requirements set forth in the RFP but will exceed those expectations. Grau & Associates fully understands the scope of professional services and work products requested. Our audit will follow the Auditing Standards of the AICPA, Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States, and the Rules of the Auditor General of the State of Florida and any other applicable Federal, State of Local regulations. We will deliver our reports in accordance with your requirements.
Proposed segmentation of the engagement
Our approach to the audit engagement is a risk-based approach which integrates the best of traditional auditing techniques and a total systems concept to enable the team to conduct a more efficient and effective audit. The audit will be conducted in three phases, which are as follows:

Phase I - Preliminary Planning
A thorough understanding of your organization, service objectives and operating environment is essential for the development of an audit plan and for an efficient, cost-effective audit. During this phase, we will meet with appropriate personnel to obtain and document our understanding of your operations and service objectives and, at the same time, give you the opportunity to express your expectations with respect to the services that we will provide. Our work effort will be coordinated so that there will be minimal disruption to your staff.
During this phase we will perform the following activities:
»  Review the regulatory, statutory and compliance requirements. This will include a review of applicable federal and state statutes, resolutions, bond documents, contracts, and other agreements;
»  Read minutes of meetings;
» Review major sources of information such as budgets, organization charts, procedures, manuals, financial systems, and management information systems;
»  Obtain an understanding of fraud detection and prevention systems;
» Obtain and document an understanding of internal control, including knowledge about the design of relevant policies, procedures, and records, and whether they have been placed in operation;
»  Assess risk and determine what controls we are to rely upon and what tests we are going to perform and perform test of controls;
» Develop audit programs to incorporate the consideration of financial statement assertions, specific audit objectives, and appropriate audit procedures to achieve the specified objectives;
» Discuss and resolve any accounting, auditing and reporting matters which have been identified.
Phase II – Execution of Audit Plan
The audit team will complete a major portion of transaction testing and audit requirements during this phase. The procedures performed during this period will enable us to identify any matter that may impact the completion of our work or require the attention of management. Tasks to be performed in Phase II include, but are not limited to the following:
» Apply analytical procedures to further assist in the determination of the nature, timing, and extent of auditing procedures used to obtain evidential matter for specific account balances or classes of transactions;
» Perform tests of account balances and transactions through sampling, vouching, confirmation and other analytical procedures; and
»  Perform tests of compliance.
Phase III - Completion and Delivery

In this phase of the audit, we will complete the tasks related to year-end balances and financial reporting. All reports will be reviewed with management before issuance, and the partners will be available to meet and discuss our report and address any questions. Tasks to be performed in Phase III include, but are not limited to the following:

» Perform final analytical procedures;
»  Review information and make inquiries for subsequent events; and
» Meeting with Management to discuss preparation of draft financial statements and any potential findings or recommendations.

You should expect more from your accounting firm than a signature in your annual financial report. Our concept of truly responsive professional service emphasizes taking an active interest in the issues of concern to our clients and serving as an effective resource in dealing with those issues. In following this approach, we not only audit financial information with hindsight but also consider the foresight you apply in managing operations.

Application of this approach in developing our management letter is particularly important given the increasing financial pressures and public scrutiny facing today’s public officials. We will prepare the management letter at the completion of our final procedures.

In preparing this management letter, we will initially review any draft comments or recommendations with management. In addition, we will take necessary steps to ensure that matters are communicated to those charged with governance.

In addition to communicating any recommendations, we will also communicate the following, if any:

» Significant audit adjustments;
» Significant deficiencies or material weaknesses;
» Disagreements with management; and
»  Difficulties encountered in performing the audit.
Our findings will contain a statement of condition describing the situation and the area that needs strengthening, what should be corrected and why. Our suggestions will withstand the basic tests of corrective action:

Is the recommendation cost effective?

order to correct a problem?
Is the recommendation at the heart of the problem and not just correcting a symptomatic matter?

deficiencv occurred?

To assure full agreement with facts and circumstances, we will fully discuss each item with Management prior to the final exit conference. This policy means there will be no "surprises" in the management letter and fosters a professional, cooperative atmosphere.
Communications
We emphasize a continuous, year-round dialogue between the District and our management team.We regularly communicate through personal telephone calls and electronic mail throughout the audit and on a regular basis.
Our clients have the ability to transmit information to us on our secure client portal with the ability to assign different staff with separate log on and viewing capability. This further facilitates efficiency as all assigned users receive electronic mail notification as soon as new information has been posted into the portal.

Cost of Services
Our proposed all-inclusive fees for the financial audit for the fiscal years ended September 30, 2024-2028 are as follows:

  Year Ended September 30,			Fee		
2024	$3,400	
2025	$3,500	
2026	$3,600	
2027	$3,700	
2028	$3,800	
TOTAL (2024-2028)	$18,000	

The above fees are based on the assumption that the District maintains its current level of operations. Should conditions change or Bonds are issued the fees would be adjusted accordingly upon approval from all parties concerned.

Supplemental Information
PARTIAL LIST OF CLIENTS
..

ADDITIONAL SERVICES

CONSULTING / MANAGEMENT ADVISORY SERVICES
Grau & Associates also provide a broad range of other management consulting services. Our expertise has been consistently utilized by Governmental and Non-Profit entities throughout Florida. Examples of engagements performed are as follows:

Accounting systems
Development of budgets
Organizational structures
Financing alternatives
IT Auditing
Fixed asset records
Cost reimbursement
Indirect cost allocation
Grant administration and compliance

ARBITRAGE

The federal government has imposed complex rules to restrict the use of tax-exempt financing. Their principal purpose is to eliminate any significant arbitrage incentives in a tax-exempt issue. We have determined the applicability of these requirements and performed the rebate calculations for more than 150 bond issues, including both fixed and variable rate bonds.

Current Arbitrage Calculations

We look forward to providing Poinciana West Community Development District with our resources and experience to accomplish not only those minimum requirements set forth in your Request for Proposal, but to exceed those expectations!

For even more information on Grau & Associates please visit us on www.graucpa.com.