Montecito Community Development District
3501 Quadrangle Blvd., Suite 270, Orlando, FL 32817
Phone: 407-723-5900; Fax: 407-723-5901
www.montecitocdd.org

The meeting of the Montecito Community Development District Board of Supervisors will be held on Wednesday November 13, 2024, at 9:30 a.m. at Montecito Beach Club, 208 Montecito Drive, Satellite Beach, Florida, 32937. The proposed agenda for this Board Meeting is found below.
Please use the following information to join the telephonic conferencing:

Conference Call: 1-844-621-3956

Meeting number (access code): 2538 286 6774

Join online: https://pfmcdd.webex.com/meet/ripollv

BOARD OF SUPERVISORS’ MEETING AGENDA

Organizational Matters
Call to Order
Roll Call
Public Comment Period (where members of the public desiring to speak on a specific agenda item may address the Board, limited to 3 minutes per person)

Vendor Report
Review of ProGreen Services LLC Proposals

Old Business Matters
Status of Consumptive Use Permit (CUP) Compliance
Status of Parcel Conveyance – Final 11 Parcels from Montecito CDD Holdings
Status of Clubhouse Facility Use Agreement by HOAs Executed

New Business Matters
Insurance Update from Egis Insurance & Risk Management pertaining to request from Brevard County Natural Resources Management Pilot Program
Ratification of Don Bo, Inc. Proposal – Sidewalk Repair
Update of Transfer of Financials and Bank Accounts
Discussion Pertaining to Provisions to Vesta Existing Contact

Staff Reports
District Counsel
District Engineer
District Manager

General Manager
General Manager’s Report
Review and Consideration of Creative Recreation Products Proposal
Supervisor Requests & Comments Adjournment

Montecito Community Development District

Vendor Report

Review of ProGreen Services LLC Proposals

Date: 11/6/24
Montecito CDD Monthly Executive Summary – ProGreen Services

Completed Projects:

Meetings:

Met Kisha General Manager weekly during the month. Provided Kisha with a summary of existing projects and tour of the property.
Task: Report Half of October activities due to the rescheduled meeting date. End of Week 10/25 –
Detailed the clubhouse and outside perimeter wall.
Discussed the 2wire outage from 749 Monterrey. As well as the plan for the crew's new schedule.
Sprayed bed weeds in the outside perimeter wall, front entrances. Detailed the roundabout as well as the perimeter hedge of the clubhouse.
Detailed and sprayed (bed weeds) the CDD easements from Carlsbad to Montecito.
Detailed and sprayed (bed weeds) the CDD easements in the townhome section along Montecito.
Repaired the mainline break on the east controller and started troubleshooting the outage on west controller on the single-family section.
Detailed and sprayed (bed weeds) the remaining easements in the townhomes along Montecito and starting on Clemente. Troubleshooting the outage on west controller on the single-family section.

End of Week of 11/1 –
Attended the CDD board meeting. - Received approval for quotes 7247 and 7249
Provided mowing services in the CDD easement areas of the townhomes
Provided weed control in the CDD bed areas in the townhomes.
Provided turf weed control and fertilizer in the single-family homes
- CDD easements
Provided weed control at the club house

Sprayed Trim Tech growth regulator on the Green Island Ficus along the outside perimeter wall
Advised Insight to delay running of the irrigation in the single-family section due to Halloween. System will have a makeup day on Friday
Provided mowing services in the CDD easement areas of the singe family sections
Provided turf weed control and fertilizer in the townhomes - CDD easements
Trimmed the in the west park across from S. Patrick entrance. Sea Grape shrub broke off causing an irrigation lateral line to be exposed
Removed the shrub for quote 7249

Current Irrigation Map: 11/6/24

Maintenance Service Schedule:
We have adjusted the staffing and schedule to daily. We are staffing positions and scheduling work on a Monday – Friday basis for the community. We are on our every other week mowing schedule.

ADDRESS
Montecito Community Development District Montecito CDD
219 E. Livingston Street Orlando, FL 32801

ProGreen Services, LLC	Estimate 7313
5450 10th Avenue North Greenacres, FL 33463
+18883774144
NephtelieB@progreenservices.net www.progreenservices.net

DATE	TOTAL
10/04/2024	$4,097.27

DATE	DESCRIPTION	QTY	RATE	AMOUNT	
	Irrigation Repair - West Controller Install new irrigation to the CDD	1	0.00	0.00	
	areas behind 395 Point Lobos - 415 Point Lobos and 696 Palos				
	Verde. The new irrigation is the result of the investigation into these				
	areas not having any irrigation over the past several years. It was				
	determined no irrigation was re-installed after the completion of two				
	pool projects.				
	Irrigation Repair - PVC 2"	25	25.00	625.00	
	Irrigation Repair - 2" Hunter ICV Valve	2	297.50	595.00	
	Irrigation Repair - Rotors	15	29.87	448.05	
	Irrigation Repair - Fittings	20	11.00	220.00	
	Irrigation Repair Trencher Rental	1	150.00	150.00	
	Irrigation Repair - ICD 100 Decoder	2	176.61	353.22	
	Irrigation Repair - Roll of Funny Pipe	1	46.00	46.00	
	Irrigation Repair - Rectangle Valve Box	2	50.00	100.00	
	Irrigation Repair- Labor	16	97.50	1,560.00	

We appreciate the opportunity!

TOTAL	$4,097.27

THANK YOU.

Accepted By	Accepted Date

Status of Consumptive Use Permit (CUP) Compliance

Status of Parcel Conveyance – Final 11 Parcels from Montecito CDD Holdings

Status of Clubhouse Facility Use Agreement by HOAs Executed

Insurance Update from Egis Insurance & Risk Management pertaining to request from Brevard County Natural Resources Management Pilot Program

Egis Insurance & Risk Advisors
Is pleased to provide a Proposal of Insurance Coverage for:
Workers Compensation
Montecito Community Development District

Please review the proposed insurance coverage terms and conditions carefully. Written request to bind must be received prior to the effective date of coverage.

The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms. For more complete and detailed information relating to the scope and limits of coverage, please refer directly to the Coverage Agreement documents. Specimen forms are available upon request.

Quotation being provided for:

Montecito Community Development District 208 Montecito Dr
Satellite Beach, FL 32937

Term: November 15, 2024 to October 1, 2025 Coverage Provided by: Florida Insurance Alliance Quote Number: WC100124654

TYPE OF INSURANCE

Benefits: FL Statutory (Medical, Disability, Death)

•

Workers Compensation

Part A

Part B	Employers Liability:
$1,000,000- Each Accident
$1,000,000- Disease- Policy Limit
$1,000,000- Disease- Each Employee	

Class Code	Description	Payroll	Rate	Premium	
9015	Building or Property Management--All Other	$375	2.74	$10.28	
	Employees				
Total Manual Premium			$10.28	
Increased ELL 1M/1M/1M				$120.00 	
			$130.28	
Workplace Safety Credit – 2%			$0.00	
Drug Free Workplace Credit – 5%			$0.00	
Experience Modification				1.000000 	
Standard Premium			$130.28	
Expense Constant			$160.00	
Terrorism			$0.04	
Policy Total			$745.00	

Additional terms and conditions, including but not limited to:
Please review the quote carefully, as coverage terms and conditions may not encompass all requested coverages.
The Coverage Agreement premium shall be pro-rated as of the first day of coverage from the minimum policy premium.
Down payment is due at inception.
The Trust requires that the Member maintains valid and current certificates of workers' compensation insurance on all work performed by persons other than its employees.
If NCCI re-promulgates a mod, we will honor the mod as promulgated. If the mod changes during the fund year, we reserve the right to apply a correct mod back to the inception date of the Coverage Agreement.
Safety and Drug Free program credits (if applicable) are subject to program requirements.
Payrolls are subject to final audit.
Deletion of any coverage presented, Package and/or Workers' Compensation, will result in re-pricing of account.

PRODUCER

Egis Insurance & Risk Advisors 250 International Parkway
Suite 260
Lake Mary

FL  32746

MAILING ADDRESS (INCLUDING ZIP CODE) - INCLUDE PRINCIPAL PHYSICAL LOCATION AND ALL INSURED ENTITIES
c/o PFM Group Consulting, LLC
Orlando

CHECK HERE IF LIST OF ADDITIONAL LOCATIONS ATTACHED
3501 Quadrangle Boulevard, Suite 270

FL

32817

CORPORATION
SUBCHAPTER "S" CORP

OTHER:

OTHER RATING BUREAU ID NUMBER

NCCI ID NUMBER

FEDERAL EMPLOYER ID NUMBER
861147033

AGENCY CUSTOMER ID
00000486

SUB CODE:

CODE:

INDIVIDUAL PARTNERSHIP

SIC CODE

YRS IN BUS
19

LICENSE #:

APPLICANT NAME - INCLUDE ALL SUBSIDIARIES & DBA'S TO BE INCLUDED IN COVERAGE, ALONG WITH THEIR FEIN
Montecito Community Development District

FAX
(A/C, No):

UNDERWRITER

COMPANY
FIA WC

(888) 232-3971

PHONE
(A/C, No, Ext):

DATE (MM/DD/YYYY)
11/07/2024

FLORIDA WORKERS COMPENSATION APPLICATION

STATUS OF SUBMISSION	BILLING / AUDIT INFORMATION

	QUOTE		ISSUE POLICY	BILLING PLAN	PAYMENT PLAN	AUDIT	
	
	AGENCY BILL DIRECT BILL		ANNUAL
SEMI-ANNUAL QUARTERLY		PREM FINANCED OTHER:		AT EXPIRATION SEMI-ANNUAL		MONTHLY OTHER:	
											
				% DOWN:		QUARTERLY	

LOCATIONS -

LIST ALL PHYSICAL LOCATIONS, INCLUDING OTHER STATES, WHETHER COVERAGE IS REQUESTED OR NOT. IF APPLICANT IS A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) / EMPLOYEE LEASING COMPANY, LIST ALL CLIENT COMPANIES AND THEIR LOCATIONS

#	STREET, CITY, COUNTY, STATE, ZIP CODE	
1	208 Montecito	Satellite Beach	Brevard	FL	32927	

POLICY INFORMATION
PROPOSED EFF DATE	PROPOSED EXP DATE	NORMAL ANNIVERSARY RATING DATE		PARTICIPATING	RETRO PLAN	
11/15/2024	10/01/2025			NON-PARTICIPATING		
PART 1 - WORKERS COMPENSATION (States)	PART 2 - EMPLOYER'S LIABILITY	PART 3 - OTHER STATES INS	DEDUCTIBLE	OTHER COVERAGES	
	$ 1,000,000	EACH ACCIDENT					
						U.S.L. & H.	
FL	$ 1,000,000	DISEASE - POLICY LIMIT		COINSURANCE LIMIT		VOLUNTARY COMPENSATION	
	$ 1,000,000	DISEASE - EACH EMPLOYEE			
	Terrorism Per Capita	
DIVIDEND PLAN / SAFETY GROUP	ADDITIONAL COMPANY INFORMATION	
RATING INFORMATION		CHECK HERE IF LIST OF ADDITIONAL CLASS CODES ATTACHED	

LOC	
CLASS CODE	COM- PANY USE	
CATEGORIES, DUTIES, CLASSIFICATIONS	# OF EM-
PLOYEES	ACTUAL REMUNERATION PAST
12 MONTHS	ESTIMATED REMUNERATION FOR NEXT
POLICY PERIOD	
RATE	
ESTIMATED ANNUAL PREMIUM	
1	9015		Building or Property Management - All Other Employees			375	2.74000	$10.28	

									
									
SPECIFY ADDITIONAL COVERAGES / ENDORSEMENTS		FACTOR	FACTORED PREMIUM	
	TOTAL		$ 10.28	
	Add'l for add'l medical	0.00000	$ 454.68	
	Terrorism Per Capita	0.00000	$ 0.04	
	EXPERIENCE MODIFICATION	1.00000	$	
	MODIFIED PREMIUM		$	
	PREMIUM DISCOUNT		$	
	EXPENSE CONSTANT	N/A	$ 160.00	
				
	TOTAL ESTIMATED ANNUAL PREMIUM	$ 745.00	
	MINIMUM PREMIUM

$	
DEPOSIT PREMIUM	
$	

INDIVIDUALS INCLUDED / EXCLUDED
PARTNERS, OFFICERS, OWNERS TO BE INCLUDED OR EXCLUDED. (REMUNERATION TO BE INCLUDED MUST BE PART OF RATING INFORMATION SECTION.) ATTACH LIST OF ADDITIONS/EXEMPTIONS, IF ANY. PROVIDE COPIES OF
EVIDENCE OF EXCLUSIONS/INCLUSIONS. DISCLOSURES OF THE SOCIAL SECURITY NUMBERS IS VOLUNTARY, AS AN ALTERNATIVE, ATTACH A COPY OF EXEMPTION OR INCLUSION FORM FILED WITH THE STATE OF FLORIDA.	
#	NAME	DATE OF BIRTH	SOCIAL SECURITY #	TITLE / RELATIONSHIP	OWNR- SHP %	DUTIES	INC / EXC	CLASS CODE	REMUNERATION	

1										

2										

3										
PRIOR CARRIER INFORMATION / LOSS HISTORY
PROVIDE INFORMATION FOR THE PAST 5 YEARS AND USE THE REMARKS SECTION FOR LOSS DETAILS		LOSS RUN ATTACHED	
YEAR	CARRIER & POLICY NUMBER	ACTUAL/AUDITED PREMIUM	MOD	# CLAIMS	AMOUNT PAID	RESERVE	
	CO:						
	POL #:						
	CO:						
	POL #:						
	CO:						
	POL #:						
	CO:						
	POL #:						
	CO:						
	POL #:						
NATURE OF BUSINESS / DESCRIPTION OF OPERATIONS
GIVE COMMENTS AND DESCRIPTIONS OF ALL BUSINESSES, OPERATIONS AND PRODUCTS (INCLUDING OTHER STATES): MANUFACTURING - RAW MATERIALS, PROCESSES, PRODUCT, EQUIPMENT; CONTRACTOR - TYPE OF WORK, SUB-CONTRACTS; MERCANTILE - MERCHANDISE, CUSTOMERS, DELIVERIES; SERVICE - TYPE, LOCATION; FARM - ACREAGE, ANIMALS, MACHINERY, SUB-CONTRACTS. IF CONTRACTOR, PROVIDE LICENSE NUMBER.	
	PROFESSIONAL EMPLOYER ORGANIZATION (PEO) / EMPLOYEE LEASING COMPANY		TEMPORARY EMPLOYMENT SERVICE	
Community Development District	
EMPLOYEES - ATTACH A LIST OF ADDITIONAL EMPLOYEE NAMES
NAME	CLASS CODE	SOCIAL SECURITY #	NAME	CLASS CODE	SOCIAL SECURITY #	

						
ATTACH THE LAST FOUR (4) EMPLOYERS QUARTERLY REPORTS OR IRS FORM 941. PLEASE EXPLAIN IF THE EMPLOYERS QUARTERLY REPORTS OR 941 IS NOT AVAILABLE. DISCLOSURE OF THE SOCIAL SECURITY NUMBERS IS VOLUNTARY. AS AN ALTERNATIVE, THE LATEST EMPLOYERS QUARTERLY REPORT WITH CLASS CODES ADDED CAN BE USED IN LIEU OF A SEPARATE
LISTING OF EMPLOYEE NAMES, SOCIAL SECURITY NUMBER AND CLASS CODE. ANY EMPLOYEES NOT ON THE EMPLOYERS QUARTERLY REPORT SHOULD BE SHOWN SEPARATELY.	
GENERAL INFORMATION
EXPLAIN ALL "YES" RESPONSES	YES	NO	EXPLAIN ALL "YES" RESPONSES	YES	NO	
1. DOES APPLICANT OWN, OPERATE OR LEASE AIRCRAFT / WATERCRAFT?		
	16. ARE PHYSICALS REQUIRED AFTER OFFERS OF EMPLOYMENT ARE MADE?		
	
2. DO / HAVE PAST, PRESENT OR DISCONTINUED OPERATIONS INVOLVE(D) STORING, TREATING, DISCHARGING, APPLYING, DISPOSING, OR TRANSPORTING
OF HAZARDOUS MATERIAL? (e.g. landfills, wastes, fuel tanks, etc)		
	17. ANY OTHER INSURANCE WITH THIS INSURER?		
	
			18. ANY PRIOR COVERAGE DECLINED / CANCELLED / NON-RENEWED (Last 3 years)?		
	
3. ANY WORK PERFORMED UNDERGROUND OR ABOVE 15 FEET?		
	19. ARE EMPLOYEE HEALTH PLANS PROVIDED?		
	
4. ANY WORK PERFORMED ON BARGES, VESSELS, DOCKS, BRIDGE OVER WATER?		
	20. IS THERE A LABOR INTERCHANGE WITH ANY OTHER BUSINESS / SUBSIDIARY?		
	
5. IS APPLICANT ENGAGED IN ANY OTHER TYPE OF BUSINESS?		
	21. DO YOU LEASE EMPLOYEES TO OR FROM OTHER EMPLOYERS?		
	
6. ARE SUB-CONTRACTORS AND/OR INDEPENDENT CONTRACTORS USED?		
	22. DO ANY EMPLOYEES PREDOMINANTLY WORK AT HOME?		
	
7. ANY WORK SUBLET WITHOUT CERTIFICATES OF INS.?		
	23. WHAT ARE YOUR ESTIMATED ANNUAL REVENUES? $			
8. IS A FORMAL SAFETY PROGRAM IN OPERATION?		
	24. IS THERE ANY CURRENT OR ANTICIPATED DEBT FOR UNPAID PREMIUMS OWED TO ANY PREVIOUS WORKERS' COMPENSATION PROVIDER?			
9. ANY GROUP TRANSPORTATION PROVIDED?		
	CONTACT INFORMATION	
10. ANY EMPLOYEES UNDER 16 OR OVER 60 YEARS OF AGE?		
	
IN- SPECTION	PHONE: NAME:				
11. ANY PART TIME OR SEASONAL EMPLOYEES?		
						
12. IS THERE ANY VOLUNTEER OR DONATED LABOR?			ACCTNG RECORD	PHONE:
NAME:	
Venessa Ripoll			
13. ANY EMPLOYEES WITH PHYSICAL HANDICAPS?		
						
14. DO EMPLOYEES TRAVEL OUT OF STATE?		
	
CLAIMS INFO	PHONE: NAME:	
Venessa Ripoll			
15. ARE ATHLETIC TEAMS SPONSORED?		
						
REMARKS	

THE FILING OF AN APPLICATION CONTAINING FALSE, MISLEADING, OR INCOMPLETE INFORMATION PROVIDED WITH THE PURPOSE OF AVOIDING OR REDUCING THE AMOUNT OF PREMIUMS FOR WORKERS' COMPENSATION COVERAGE IS A FELONY OF THE THIRD DEGREE, PUNISHABLE AS PROVIDED IN S. 775.082, S. 775.083, OR S. 775.084.	
I UNDERSTAND THAT AS THE EMPLOYER,
I MUST UPDATE THE APPLICATION MONTHLY TO REFLECT ANY CHANGE IN THE REQUIRED APPLICATION INFORMATION; (THE FLORIDA WORKERS COMPENSATION CHANGE SHEET WILL BE USED FOR THIS PURPOSE.)
IF I FILE AN APPLICATION OR APPLICATION UPDATE CONTAINING FALSE, MISLEADING, OR INCOMPLETE INFORMATION WITH THE PURPOSE OF AVOIDING OR REDUCING THE AMOUNT OF PREMIUMS FOR WORKERS COMPENSATION COVERAGE IT IS A FELONY OF THE THIRD DEGREE OR AS OTHERWISE PUNISHABLE AS PROVIDED UNDER THE LAW.
I SHALL SUBMIT TO THE CARRIER, A COPY OF THE EMPLOYERS QUARTERLY REPORT AND SELF-AUDITS SUPPORTED BY THE EMPLOYERS QUARTERLY REPORT, AS REQUIRED BY CHAPTER 443, AT THE END OF EACH QUARTER. IF I OMIT THE NAME OF AN EMPLOYEE FROM THIS EMPLOYERS QUARTERLY REPORT, FLORIDA STATUTES STATE THAT I WILL REMAIN LIABLE AND WILL REIMBURSE THE CARRIER FOR ANY WORKERS COMPENSATION BENEFITS PAID TO THIS OMITTED EMPLOYEE;
I AGREE TO MAKE AVAILABLE, ALL RECORDS NECESSARY FOR THE PAYROLL VERIFICATION AUDIT AND PERMIT THE AUDITOR TO MAKE A PHYSICAL INSPECTION OF OUR OPERATIONS. I UNDERSTAND FAILURE TO DO THIS SHALL RESULT IN A $500 PAYMENT TO THE CARRIER TO DEFRAY THE COST OF THE AUDITS;
THAT, IN ACCORDANCE WITH FLORIDA STATUTES 440.381(6), IF I (WE) UNDERSTATE OR CONCEAL PAYROLL, OR MISREPRESENT OR CONCEAL EMPLOYEE DUTIES SO AS TO AVOID PROPER CLASSIFICATION FOR PREMIUM CALCULATIONS, OR MISREPRESENT OR CONCEAL INFORMATION PERTINENT TO THE COMPUTATION AND APPLICATION OF AN EXPERIENCE RATING MODIFICATION FACTOR, I (WE) SHALL PAY A PENALTY OF TEN (10) TIMES THE AMOUNT OF THE DIFFERENCE IN PREMIUM PAID AND THE AMOUNT I (WE) SHOULD HAVE PAID, AND REASONABLE ATTORNEY'S FEES.	
FORMER NAMES AND OWNERS
FOR THE LAST 5 YEARS, LIST THE CURRENT BUSINESS NAME AND ANY FORMER NAMES OR PREDECESSOR COMPANIES FOR ALL COMPANIES TO BE COVERED BY THE POLICY. INCLUDE THE FEIN FOR EACH COMPANY.
FOR EACH COVERED COMPANY, LIST ANY CURRENT OWNER WHO HAS MORE THAN 5% OWNERSHIP INTEREST. FOR EACH COVERED COMPANY OR PREDECESSOR COMPANY, LIST ANY OWNER WHO HAD MORE THAN 5% OWNERSHIP INTEREST IN THE LAST 5 YEARS.	
OWNERSHIP / COMBINABILITY

DOES THIS BUSINESS OR ANY OF THE OWNERS OF THIS BUSINESS, EITHER INDIVIDUALLY OR IN COMBINATION WITH OTHER OWNERS OF THIS BUSINESS, OWN MORE THAN 50% OF ANY OTHER BUSINESS, WHICH OPERATED AT ANY TIME DURING THE FIVE YEARS PRIOR TO THIS APPLICATION?

YES	NO

OR, DOES THIS BUSINESS OWN A MAJORITY INTEREST IN ANOTHER ENTITY, WHICH IN TURN OWNS A MAJORITY INTEREST IN ANY ENTITY THAT OPERATED AT ANY TIME IN THE FIVE YEARS PRIOR TO THIS APPLICATION?
YES	NO

IF THE ANSWER TO EITHER OF THE ABOVE QUESTIONS IS YES, COMPLETE THE FOLLOWING SUPPLEMENTAL OWNERSHIP / COMBINABILITY QUESTIONS:
IDENTIFY BY NAME, ADDRESS, AND FEIN EACH BUSINESS WHICH IS RELATED BY COMMON OWNERSHIP TO THE APPLICANT BUSINESS.

SET FORTH THE DATES EACH BUSINESS WAS IN OPERATION, THE INSURANCE COMPANY THAT PROVIDED WORKERS' COMPENSATION INSURANCE, THE POLICY NUMBER AND THE EXPERIENCE MODIFICATION FACTOR APPLIED TO EACH SUCH POLICY.

IF THE POLICY WAS WRITTEN WITHOUT AN EXPERIENCE MODIFICATION FACTOR, PLEASE STATE.	
THE APPLICANT HEREBY AUTHORIZES AND REQUESTS EACH RATING ORGANIZATION WITH EXPERIENCE RATING INFORMATION RELATED TO THE APPLICANT AND THE BUSINESS SET FORTH ABOVE TO RELEASE SUCH INFORMATION TO THE INSURER, FWCJUA, OR OTHER RATING ORGANIZATION SO THAT THE CORRECT EXPERIENCE MODIFICATION FACTOR CAN BE DETERMINED.	
I HEREBY ACKNOWLEDGE THAT I HAVE READ THE ABOVE STATEMENTS AND	AS AGENT / PRODUCER I HEREBY ATTEST THAT I HAVE GIVEN THE	
PERSONALLY SWEAR THAT THE INFORMATION CONTAINED IN THE	APPLICANT/SIGNATORY THE OPPORTUNITY TO READ THE APPLICATION AND I	
APPLICATION IS ACCURATE. THAT I, AS AN OWNER / OFFICER, AM FULLY	HAVE EXPLAINED ANY AND ALL QUESTIONS REGARDING THE APPLICATION. I	
AUTHORIZED TO SIGN THIS APPLICATION ON BEHALF OF THE APPLICANT AND	ALSO ATTEST THAT I HAVE EXPLAINED TO THE EMPLOYER OR OFFICER THE	
TO BIND THE APPLICATION.	CLASSIFICATION CODES THAT ARE USED FOR PREMIUM CALCULATIONS PURSUANT TO SECTION 440.381 (2), FLORIDA STATUTES.	
UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE READ THE FOREGOING DOCUMENT AND THAT THE FACTS STATED IN IT ARE TRUE.	UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE READ THE FOREGOING DOCUMENT AND THAT THE FACTS STATED IN IT ARE TRUE.	
OWNER / OFFICER SIGNATURE	DATE	PRODUCER'S SIGNATURE	DATE
11/07/2024	
PRINT NAME		

Montecito Community Development District

Ratification of Don Bo, Inc. Proposal – Sidewalk Repair

Proposal

Submitted To: Montecito CDD 3501 Quadrangle Blvd Suite 270
Orlando, FL 32817

Dated: 10/29/2024

Attn: Kisha Monstinst Phone: 603-921-7710
Fax:
Email:
kwagner@vestapropertyservices.co m

 Project / Job Name: Montecito Sub Division	

 Description of work to be performed:	

Saw cut, remove damaged side walk, Excavate area for roots, form and pour side walk.

$  3,202.00	

Owner to supply:	Grade +/- 1/10th	Access for concrete trucks	
	Survey Bldg. Corner’s with Elevation	Soil Treatment	
	All Testing Required	Locate and relocate all sprinkler systems to	
	Permitting	accommodate concrete work	
All material is guaranteed to be as specified. All work to be completed in a substantial workmanlike manner according to specifications submitted, per standard practices. Any alteration or deviation from the above specifications involving extra cost will be executed only upon written orders and will become an extra charge over and above the estimate. All agreements are contingent upon strike, accidents, or delays beyond our control. Owner to carry necessary insurance. Our employees are fully covered by Worker’s Compensation insurance.

Authorized Signature:

Lewis Morin

Date:

 ACCEPTANCE OF PROPOSAL	

Authorized Signature:			Date: 	

Licensed  Insured Commercial  Residential

2835 Kirby Circle NE  Unit #101  Palm Bay, FL 32905  (321) 768-2287  Fax (321) 725-7669

Update of Transfer of Financials and Bank Accounts

Discussion Pertaining to Provisions to Vesta Existing Contract

District Counsel

District Engineer

District Manager

General Manager

General Manager’s Report

Montecito CDD
208 Montecito Drive, Satellite Beach, Florida 321-777-9460
General Manager: Kisha Wagner
General Manager Summary Report
Risk Assessment
Risk Level: Medium / High
Factors Considered:
Sinkhole: Discovered on Palos Verdes. As a temporary repair the hole was patched. Vendor scheduled to remove patch and do further investigation.
Sidewalk: Quote approved. Waiting for a revised document.
Playground: UPDATE – Quotes provided to the District for review.
$107,155.94 for the removal of existing poured rubber surface and installing rubber playground mulch. Removing and building Zone 50'x42' PARKSVILLE with INTEGRATED SHADE.
$89,720.00 for SKYLER with RIGID LEAD ROOF Zone 40'x42'.
Waiting for a third bid.
****Another option is to consult a Certified Playground Safety Inspector (CPSI). These professionals can assess the current condition of your playground equipment and provide recommendations based on its expected lifespan.
Montecito CDD Rules and Regulations
Information can be acquired by visiting our website: www.montecitocdd.ord
Compliance Checks
Water meter reading: Reading was done on November 5, 2024. Results emailed to Engineer and District.
CUP: Waiting for information.
Ponds water testing: Completed on March 2024 by Solitude.
Results: Water salinity @ 0%.
District Management
PFM

Venessa Ripoll
Updates and Reviews
Treadmill- Two quotes received. Working on alternatives to minimize the quoted price. Additional information will be provided once received.
CDD Community Areas
Clubhouse:
No electrical or plumbing issues found.
Windows and doors are in good working condition.
Security panels are working properly.
No pest issues found.
No visible structure issues found.
Easement Areas: ProGreen working on affected areas.
Lakes and Fountains:
Fountain #1 (Lake Coquina): Working properly.
Fountain #2 (Lake Pacifica): Working properly.
Fountain #3 (Lake Sonoma): Working properly.
Fountain #4 (Lake Catalina): Working properly.
Fountain #5 (Lake Valencia) – Quote approved. District waiting for funds clearance to submit deposit payment.
Fountain #6 (Lake Pasadena)- Working properly.
****It has been suggested by the vendor to replace fountain timer boxes due to corrosion and weather damage.
Storm drainage: Clear of visible debris.
Pedestrian gates:
South Patrick Entrance: Working properly.
Shearwater: Contacted vendor for a quote to install a hydraulic gate closer.
Montecito Entrance: Working properly.
Redondo: No gate installed. Quote/Installation on hold.
Vehicle gates:
South Patrick: Working properly.
Montecito Drive: Working properly.
Signs: No issues found.
Bicycle racks: Will be polished this month (November).
Pool and Pool area:
Furniture: Good condition.

Bathrooms: No issues found.
Shower: No issues found.
Gates: No issues found.
Pest inspection: No issues found.
Street / Parking: Inspection scheduled.
Street lighting and Poles: Inspection scheduled.
Vendor’s list: Updated.
Ticket System
All CDD issues must be submitted through the tickets system by visiting the District website: www.montecitocdd.org
Ongoing Monitoring: Continuous monitoring and promptly responded to all tickets, ensuring that each one was addressed and resolved within a 24-48hour timeframe.
Recommendations
Replacement of Clubhouse Furniture
Several tables are no longer stable, and four chairs have broken.
Change the location of the parking violation sticker.
I suggest the ticket be placed on the windshield wiper.

Montecito Community Development District

Review and Consideration of Creative Recreation Products Proposal

Creative Recreation Products Quote 7880
3000 W State Road 426
Oviedo, FL 32765 US 407.695.8855
FLplaygrounds@gmail.com

ADDRESS	SHIP TO
Montecito Community	Montecito Community Devel	Devel
208 Montecito Dr.	208 Montecito Dr.
Satellite Beach, FL	Satellite Beach, FL 32937 32937

DATE 10/31/2024

TOTAL
$107,155.94

QTY DESCRIPTION	RATE	AMOUNT	
Option 1: comparable playset
1  Removal of existing equipment
2,250 Removal of existing poured rubber (assumes dimensions of 45'x50' or 2250 SF)
3 Dumpster Rental, hauling and disposal of old equipment/spoils. Includes dump fees.
1  Machine rental
1 Metal Commercial Play System: PARKSVILLE with INTEGRATED SHADE
Use Zone 50'x42' Colors TBD.
1  Installation -
Includes removing a section of fence for access, and replacing it after installation
1  Inbound freight	
3,600.00
3.90
990.00

1,250.00
39,986.00

19,900.00

2,400.00	
3,600.00
8,775.00
2,970.00

1,250.00
39,986.00T

19,900.00

2,400.00	
Ground cover: loose rubber mulch, option to upgrade to poured rubber or turf
42  8" Molded Playground Borders - 4' long
2,250 Commercial Weedblock Fabric, per square foot. Includes freight and installation.
17  Rubber Playground Mulch (per 2000 lb. pallet)
Optional upgrade to poured rubber or turf: add approximately $26,000. EPDM topcoat (over standard poured rubber surface) add additional
$11,500	

65.00
0.75

995.00	

2,730.00T
1,687.50T

16,915.00T	
1
1	Permitting Services; includes site plan City/County Building Dept Fees (estimated)	1,500.00
1,500.00	1,500.00
1,500.00	

QTY DESCRIPTION		RATE	AMOUNT	

NOTES:		
Drainage or other site prep issues TBD		
Deposit for Materials Total and Permitting due with order.		
Balance due upon completion: Net 15.		
Excessive underground obstacles may result in additional labor.		
There is a 2.9% transaction fee if paying by credit card.		
See CP Terms doc for additional details.		
We will match any competitor's comparable bid.		
OPTIONAL: POPULAR ACCESSORIES		
- Amenities (e.g., benches, tables, trash cans, grills)		
- free-standing shade		
	- Doggie valet station			
SUBTOTAL	103,213.50	
TAX	3,942.44	

TOTAL	$107,155.94	
	THANK YOU.	

Accepted By	
Accepted Date		

Creative Recreation Products Quote 7884
3000 W State Road 426
Oviedo, FL 32765 US 407.695.8855
FLplaygrounds@gmail.com

ADDRESS	SHIP TO
Montecito Community	Montecito Community Devel	Devel
208 Montecito Dr.	208 Montecito Dr.
Satellite Beach, FL	Satellite Beach, FL 32937 32937

DATE 11/01/2024

TOTAL
$89,720.00

QTY DESCRIPTION	RATE	AMOUNT	
Option 2: smaller playset, with leaf roof
1  Removal of existing equipment
2,250 Removal of existing poured rubber (assumes dimensions of 45'x50' or 2250 SF)
3 Dumpster Rental, hauling and disposal of old equipment/spoils. Includes dump fees.
1  Machine rental
1 Metal Commercial Play System: SKYLER with RIGID LEAD ROOF Use Zone 40'x42'
Colors TBD.
Upgrade to fabric shade roof, add $10,250 plus additional tax and freight
1  Installation -
Includes removing a section of fence for access, and replacing it after installation
1  Inbound freight	
3,600.00
3.90
990.00

1,250.00
28,537.00

14,900.00

2,100.00	
3,600.00
8,775.00
2,970.00

1,250.00
28,537.00T

14,900.00

2,100.00	
Ground Cover: loose rubber mulch, option to upgrade to poured rubber or turf
42  8" Molded Playground Borders - 4' long.
17  Rubber Playground Mulch (per 2000 lb. pallet)
2,250 Commercial Weedblock Fabric, per square foot. Includes freight and installation.
Optional upgrade to poured rubber or turf: add approximately $26,000 EPDM topcoat (pebbly surface laid over standard poured rubber surface) add additional $11,500	

65.00
995.00
0.75	

2,730.00T
16,915.00T
1,687.50T	
1	Permitting Services; includes site plan	1,500.00	1,500.00	

QTY DESCRIPTION
1  City/County Building Dept Fees (estimated)		RATE
1,500.00	AMOUNT
1,500.00	
NOTES:
Drainage or other site prep issues TBD
Deposit for Materials Total and Permitting due with order.
Balance due upon completion: Net 15.
Excessive underground obstacles may result in additional labor.
There is a 2.9% transaction fee if paying by credit card.
See CP Terms doc for additional details.
	• We will match any competitor's comparable bid.	
SUBTOTAL TAX		

86,464.50
3,255.50	
	TOTAL	$89,720.00
THANK YOU.	

Accepted By	
Accepted Date		

SKYLER

PARKSVILLE

Creative Recreation Products 3000 W. State Road 426
Oviedo, FL 32765
407.695.8855

General Terms
Acceptance by signature below indicates that you are in full agreement with all terms and conditions of this proposal, including the following:
Client agrees to Payment Schedule listed on final Quote/Invoice. Deposit for materials total, sales tax and permitting (if applicable) due with order, Balance due within 14 days of completion. Agreement becomes effective upon receipt of Deposit.
Changes in the field will be treated as a change order and a fair price agreed upon.
A 2.9% transaction fee will apply for credit card payments.
Please specify all color selections in writing, Creative Recreation Products (CRP) is not responsible for any discrepancies due to oral color selections.
Installation Overview
Creative Recreation Products installation services include:
Acceptance, unloading and inspection of materials prior to installation.
If needed, Underground Utility Check – Sunshine State 811 One Call only.
Installation of equipment and materials according to manufacturer’s instructions.
Installation services assume level dirt site, clear of underground obstacles. Excessive underground obstructions – such as rocks, concrete, pipes, drainage systems, roots, water, irrigation – may result in additional charges.
Trash Clean Up (Dumpster or disposal provided by Client unless otherwise specified).
On-site disposal of spoils in the case of large footers. Off-site extra, if needed.
CRP will take every precaution to prevent damage, however, is not responsible for any damage caused by the normal installation of our product such as sod, concrete sidewalks, private underground utilities, etc., as well as any costs associated with limiting damage such as plywood over sod for access.
Client Responsibilities:
Provide access to site for heavy trucks and equipment as well as secure site for storage and staging of materials and equipment.
Provide access to nearby water and electricity for operating equipment and mixing concrete.
Trash Disposal unless otherwise specified.
Clearly mark any private-party utilities, irrigation systems or other underground obstructions. CRP will attempt to cap off any small irrigation pipes encountered but is not responsible for repair or re-routing around footers.
Safety surfacing per CPSC guidelines and ASTM standards, unless contracted to CRP as part of this agreement. Optional Responsibilities:
Removal and disposal of existing equipment.
Site preparation including leveling, grading, clearing, drainage, etc.
If permitting - Building department fees, engineered drawings, site plan or survey, as required.
All other responsibilities must be clearly outlined in the applicable quotation/invoice or will be the responsibility of Client.

Acceptance Signature 		Date	

Printed Name		Title 	

Montecito Community Development District

Vendor Report