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 December 4, 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)

Administrative Matter
Administer Oath Of Office to Newley Elected Board Members
Review and Consideration Resolution 2025-11, Electing Officers
Review and Consideration of the November 2024, Board of Supervisors Meeting Minutes
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
Insurance Update from Egis Insurance & Risk Management pertaining to request from Brevard County Natural Resources Management Pilot Program
Discussion Pertaining to Provisions to Vesta Existing Contact

New Business Matters
Discussion Regarding HOA Social Event Agreement
Discussion Regarding Roads
Ratification of Payment Authorization No.2
Review of District Financial Statements
Vendor Report
Review of ProGreen Services LLC Proposals

Staff Reports
District Counsel
District Engineer
District Manager
General Manager
General Manager’s Report
Review and Consideration of Creative Recreation Products Proposal
Review and Consideration of Treadmill Proposals
Supervisor Requests & Comments Adjournment

Administer Oath Of Office to Newley Elected Board Members

MONTECITO
COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS
OATH OF OFFICE

I,	, A CITIZEN OF THE STATE OF FLORIDA AND OF THE UNITED STATES OF AMERICA, AND BEING EMPLOYED BY OR AN OFFICER OF MONTECITO COMMUNITY DEVELOPMENT DISTRICT AND A RECIPIENT OF PUBLIC FUNDS AS SUCH EMPLOYEE OR OFFICER, DO HEREBY SOLEMNLY SWEAR OR AFFIRM THAT I WILL SUPPORT THE CONSTITUTION OF THE UNITED STATES AND OF THE STATE OF FLORIDA.

Board Supervisor
ACKNOWLEDGMENT OF OATH BEING TAKEN STATE OF FLORIDA
COUNTY OF BREVARD

“The foregoing oath was administered before me this 	day of 		 2024, by 	physical presence or 	online notarization by 		, who personally appeared before me, and is personally known to me or has produced
	as identification, and is the person described in and who took the aforementioned oath as a Member of the Board of Supervisors of Montecito Community Development District and acknowledged to and before me that he/she took said oath for the purposes therein expressed.”

(NOTARY SEAL)

Notary Public, State of Florida

Print Name: 	

Commission No.: 	 Expires: 	

Review and Consideration Resolution 2025-11, Electing Officers

RESOLUTION 2025-11

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE MONTECITO COMMUNITY DEVELOPMENT DISTRICT ELECTING THE OFFICERS OF THE DISTRICT, AND PROVIDING FOR AN EFFECTIVE DATE

WHEREAS,  the  MONTECITO  COMMUNITY  DEVELOPMENT  DISTRICT
(hereinafter the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes; and
WHEREAS, pursuant to Section 190.006(6), Florida Statutes, as soon as practicable after each election or appointment to the Board of Supervisors (the “Board”), the Board shall organize by electing one of its members as chair and by electing a secretary, and such other officers as the Board may deem necessary.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF	THE	MONTECITO	COMMUNITY	DEVELOPMENT DISTRICT:
Section 1. 	 is elected Chairperson.

Section 2.		 is elected Vice Chairperson.

Section 3.	Venessa Ripoll	 is elected Secretary.
	 is elected Assistant Secretary.
	 is elected Assistant Secretary.
			 is elected Assistant Secretary. Vivian Carvalho	 is elected Assistant Secretary.
Section 4.	Jennifer Glasgow	 is elected Treasurer.

Section 5.  Amanda Lane	 is elected Assistant Treasurer. Rick Montejano		 is elected Assistant Treasurer. Amy Champagne	 is elected Assistant Treasurer.

Section 6.	All resolutions or parts of Resolutions in conflict herewith are hereby repealed to the extent of such conflict.

Section 7.	This Resolution shall become effective immediately upon its adoption.
PASSED AND ADOPTED THIS 4th DAY of DECEMBER 2024.

MONTECITO COMMUNITY

ATTEST:	DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chair/Vice Chair

Review and Consideration of the November 2024, Board of Supervisors Meeting Minutes

MONTECITO COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS’ MEETING
Wednesday, November 13, 2024
208 Montecito Drive, Satellite Beach, Florida 32937 9:30 a.m.

Board Members present at roll call:

Catherine LeCesne	Chairperson (joined the meeting in progress at 9:54 am) Ed Henson	Vice Chairperson
Tanja Glynn	Assistant Secretary
Rich Wellman	Assistant Secretary

Also present were:			
Venessa Ripoll	District Manager- PFM Group Consulting LLC		
Vivian Carvalho	District Manager - PFM Group Consulting LLC	(via	
phone)			
Rick Montejano	District Accountant - PFM Group Consulting LLC	(via	
phone)			
Gazmin Kerr	Admin – PFM Group Consulting LLC	(via	
phone)			
Michael Pawelczyk	District Counsel – Billing, Cochran, Lyles, Mauro & Ramsey,P.A.
(via phone)
Kisha Wagner	General Manager – Vesta Properties Lea Stokes		Vesta Properties
Rusty Kahoe	ProGreen Services LLC Various Residents

FIRST ORDER OF BUSINESS	Organizational Matters

Call to Order and Roll Call

Ms. Ripoll called the meeting to order at 9:32 a.m. and quorum was established.

Public Comment Period

James Bourdeau stated that in previous meetings, the Montecito HOA stated it was prepared to sign the Clubhouse Facility Use Agreement barring the property damage insurance language was changed. None of the HOA’s have funds budgeted for the

property damage insurance. Once this is resolved, the HOA’s will be prepared to sign the amended agreement.
Mark Nehiba agreed with Mr. Bourdeau and stated that Single Family Homeowners’ Association is also prepared to sign the agreement once it has been amended.

SECOND ORDER OF BUSINESS	Administrative Matters

Review and Consideration of the Minutes of the October 28, 2024, Board of Supervisors’ Meeting

The Board reviewed the minutes.

On MOTION by Mr. Wellman, seconded by Ms. Glynn, with all in favor, the Montecito Board of Supervisors approved the Minutes of the October 28, 2024, Board of Supervisors’ Meeting.

Vendor Report
Review	of	ProGreen Services LLC Proposals

Mr. Kahoe gave the report. He reviewed staffing changes within ProGreen. He introduced Zac Carr, currently the Montecito Irrigation Tech. He has been selected as the new Operations Manager. Mr. Kahoe will be moving to the position of Director of Sales. Mr. Kahoe will be available through the transition, which will take a couple of months. Jose has been promoted to the Montecito Irrigation Tech and will be working with Mr. Carr.

Mr. Kahoe reviewed the quote received regarding several of the properties that are on the single-family homes side. It has been discovered that there are issues with the irrigation. This could have been from previous pools being installed in homes in this area several years ago. From research done, there is no irrigation equipment in those areas, or it has been removed. New equipment needs to be installed. This would include valve boxes, rotors, new pipe, and wire.

There was a brief discussion regarding the ARB requests. It was noted there were no ARB requests, but there were work orders. Through the research done, there is no history of repair or install. It seems this issue is dating back to 2021-2022.

Ms. Wagner stated she could verify if there was an Easement Agreement in place for those homes.

There was another brief discussion regarding investigating who’s responsible for the issue and if the CDD is the one who should be covering the bill. Mr. Kahoe noted that Ms. Wagner could investigate further, if possible, but much of this is prior to the current company.

Mr. Kahoe stated he and Ms. Wagner will follow up with Beth Morris, representative from Leland Management, Inc. to see if there was any other information pertaining to this matter.

The Board agreed to table this proposal until further investigation has been done and to bring it back to the December’s Board Meeting.

There was a brief discussion regarding the exact location of the issue and the status of the pool installation when the homes were purchased.

On MOTION by Mr. Wellman, seconded by Mr. Henson with all in favor, the Montecito CDD Board of Supervisors tabled the ProGreen Services LLC Proposal until the December meeting, pending further investigation.

Mr. Henson noted there was an increase of ProGreen’ s service from a 3-day service to a 5-day service and he asked for clarification on who negotiated those terms.

Mr. Kahoe stated the service contract does not define the number of days present within the community. Based on feedback from various parties, it was determined that having a core group of employees that are devoted to the Montecito 5 days a week would deliver the services needed and provide a quality product. There is a bi-weekly schedule for mowing. The off week is inclusive of trimming, spraying, and any of the detailed work needed. There are 4 full-time crew members on property in order to provide consistency. During summer, there may be a supplemental mow crew as it is mowed every week during that season. This does not incur any additional cost.

Mr. Kahoe gave an update on landscape maintenance areas. He noted that two homes in the single-family areas have been completed and three other areas have been sprayed out. The goal is to have this complete by the end of the year. This is completed by the same crew.

General Business Matters	Old Business Matters

Status of Consumptive Use Permit (CUP) Compliance
Ms. Ripoll stated that PFM has contacted St. John in order to be on the email list to receive information. Ms. Wagner is also on this list. Ms. Wagner has reached out to the vendor in order to continue the CUP process. This will continue to be on the agenda.

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

District Counsel gave an update. Mr. Pawelczyk stated the documents are expected to be recorded by the end of the week or early next week in order to complete the conveyances. It was discovered that the water permit had not been transferred to the CDD for Phase 2C, an application has been submitted, and this is awaiting a response. He gave an update on this process. He also noted that the SPD will be dissolving by the end of the year.

Ms. Ripoll recommended having District Counsel formulate this into a report and email it to her to distribute to the Supervisors, due to technical difficulties. Any questions can be addressed through Ms. Ripoll at that time.

Status of Montecito Clubhouse Facility Use
Agreement by HOAs’ Executed

Ms. Ripoll stated the HOA’s would like to remove section 4.4 from the agreement to move forward with execution.
Mr. Pawelczyk confirmed he would make the change and send to Ms. Ripoll.

Ms. Ripoll stated she would obtain all signatures required, bring it before the Board for review, and then distribute the executed agreement to all parties for their records.

Mr. Boudreau asked for clarification on how removal of Section 4.4 affects the CDD.

Mr. Pawelczyk stated this property damage insurance provision is not new and without it, it is a possible liability to the CDD.

Ms. Deems, from the HOA, stated that it has been impossible to get property damage insurance, because the HOA does not own any property. This is an agreement to use the clubhouse for regular community meetings and should not be so difficult to complete.

There was a discussion regarding the provision and the reasonings it was in the agreement initially and how it affects the CDD, should it be removed. District Counsel stated there is no issue with removal. It was noted that the liability insurance is sufficient from the HOA.

On MOTION by Mr. Wellman, seconded by Mr. Henson, with all in favor, the Montecito CDD Board of Supervisors approved removal of Section 4.4 of the Montecito Clubhouse Facility Use Agreement.

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

Ms. Ripoll noted this was a request at the last Board Meeting. She provided the Board with the volunteer insurance information. This would allow up to 5 volunteers to help with the program. The cost is $745.00 for one year.

There was a brief discussion on workermen’s compensation p and how it works within the District. Ms. Ripoll noted any questions can be directed to her to ask the insurance agent. She can then return with those answers at the next Board Meeting.

Ms. LeCesne asked to submit a question to the insurance agent of explanation of workmen’s compensation within the CDD and what those protections are.

Mr. Henson questioned who determines the number of volunteers, who determines what
their responsibilities are, and who do those volunteers report to.

Ms. Ripoll noted this can be kept on the agenda for the next Board Meeting and she can bring in the Brevard County Natural Resources Program representative in order to ask additional questions.

Mr. Wellman asked for clarification on who would be creating the report and submitting it.
He also
asked who would be responsible for signing. This can be asked of the insurance agent.

Ms. Ripoll stated she would bring all questions to the insurance agent and bring answers back to the next Board Meeting.

Ratification	of	Don	Bo,	Inc. Proposal – Sidewalk Repair

Ms. Ripoll stated this proposal has been received for the repair brought to the Board’s attention by Ms. Wagner.

On MOTION by Ms. LeCesne, seconded by Mr. Henson, with all in favor, the Montecito CDD Board of Supervisors ratified the Don Bo, Inc. Proposal – Sidewalk Repair.

Mr. Henson had concerns with possible future issues should the roots of the trees affect the sidewalk areas again. He would like clarification on if this will be a continuous problem. If the trees are removed, some other shade trees, that are easier to maintain, should be put in its’ place.

Ms. Wagner noted that ProGreen did submit a quote as well. However, this is the proposal that was approved. They have suggested to install a root blocker. She will meet with them to see what they suggest for the future and ask them to submit a proposal for that. This will then be presented to the Board.
Ms. Ripoll stated this will be kept on the agenda for the next Board Meeting once that information is acquired.

Ms. Glynn mentioned that there should be a yearly walkthrough done of the entire community to repair all sidewalk issues and address all of it at the same time.

Ms. Wagner confirmed that she would be working on that full assessment report with the vendor.

There was a brief discussion regarding the tree issues and that it is happening in multiple locations throughout the community.

Update of Transfer of Financials and Bank Accounts

Ms. Ripoll stated that the financial summary has been provided to the Board.
Mr. Montejano gave an overview. He included information on the General Fund that was transferred from Truist to Valley National Bank. These will now earn interest at a money market rate. He reviewed all the accounts and noted the only checking account being used for Operations and Maintenance is the $180,000 account. $5,000 has been left in the

Truist bank account for any autopay incurrences that are still pending. Once all autopay charges have been verified, the remaining amount will also be transferred to Valley National Bank. His overview included all review of all checking accounts, debit/credit cards, accounts payable, capital reserve, revenue, expenses, debt service and the O&M Trust account. He stated on roll assessments should start coming in within the next two weeks. There will also be an additional revenue line for the interest received from Valley National Bank. He noted the debt service payment was made on November 1st with the principal due May 1st. He also noted that a lien book has been created.

Ms. LeCesne clarified and confirmed the information presented. She noted that Darren Mossing with GMS may be the signer that Mr. Montejano needs to contact for information on checking account in question. She requested that outstanding invoices that are to be paid be included in future Board Meeting agendas to keep the Supervisors apprised of the completion.
Mr. Montejano confirmed that everything is good to go. If a resident would like to make payment, in regard to a payoff for the debt service, they can contact PFM to process such payoff request on their lot.

Ms. LeCesne thanked Mr. Montejano and his team for all their hard work in getting. everything organized and completed. It was an issue in the past with the previous management company and one of the reasons there needed to be a change.

Mr. Montejano noted that this type of financial report will be updated and available every month. He stated all expenses in the General Fund, at this time, total around $90,000 with
$180,000 still in the checking account.

Ms. Carvalho stated if there are any issues in identifying the remaining two checking accounts, the Board will be notified. She also noted that when a resident calls in for payoff request, it is provided with the amount for that point in time.

Ms. Ripoll stated she would email Ms. Glynn an updated financial summary, as she did not have the most updated copy.

Discussion Pertaining to Provisions to Vesta Existing Contract

Ms. Ripoll stated there have been exhibits provided.

Ms. LeCesne stated contracts should be reviewed annually in order to maintain the services that are needed and wanted based on the provisions in the contract. She drafted this due to the wording in the original contract not being very clear. The original contract was never reviewed by the Board due to signature time constraints. If items within the contracts are not being done, they should be removed or modified. She provided the

example of uniforms. Staff does not wear uniforms, although they dress accordingly. This is an item that should be removed. She noted several items that do not make sense or apply. By removing these items, the roles and responsibilities become clear.

The Board agreed that they would like more time to review.

There was a lengthy discussion of all the items within the contract that could be
removed based on the fact they do not apply or are not being done. This included uniforms, special events, janitorial responsibilities, special qualifications, certifications, licensing and insurance requirements, and the autonomy on hiring vendors.

Ms. Stokes noted there is not a budget for special events. She also noted that with Vesta’s proposal did not come the title of Lifestyle Director. It was a job of oversight and maintenance, which has been done. The contract has been amended three times since its’ origination. She reviewed the reasons behind those amendments. She noted she would like to meet with one Supervisor on the Board to go over all the questions regarding the contract.

It was noted that the new Board would be coming on December 4th.

Ms. LeCesne stated that reviewing the contract will benefit the new Board. If there are any specific issues, they should be noted within the contract. She noted there needs to be congruency in what is in the contract and what is needed, vs. items that are not needed, but are still paid for.

There was a discussion regarding the contract and why it was not correct from the beginning, but it was noted that all parties reviewed it and signed it. It is possible that this language was originally from an amenities contract with GMS. This was originally brought up by Ms. LeCesne at the PFM introduction meeting about one week ago.

There was a discussion regarding having the new Board commit to reviewing all contracts annually. However, it was decided that there shouldn’t be tasks put on the new Board without their input.

Ms. Ripoll stated this would be kept on the agenda for the next meeting and all documentation will be provided to the new Supervisors coming onto the Board.

Ms. LeCesne gave a summary of why she brought this to the attention to the Board and her main reasons were liability, safety and security.

Ms. LeCesne noted that when GMS left and SDS came on board, there was discussion
regarding

the General Manager’s role vs. the District Manager’s role. The contract included a legal description of what Vesta’s role was. This was given to the CDD at that time. This can be provided to the current Board to have on file as well.

There was a brief discussion regarding the new Board members. It was noted that there will be 4 Board members to include: Ms. Tanja Glynn, Mr. Richard Wellman, Mr. Mark Nehiba, and Ms. Debbie Reitz. There will be one position open.

Ms. Ripoll reconfirmed this will be kept on the agenda to discuss with the new Supervisors.

THIRD ORDER OF BUSINESS	Other Business

Staff Reports

District Counsel – No report.

District Engineer – No report.

District Manager – Ms. Ripoll noted that the next Board meeting will be December 4, 2024, at 9:30am.

General Manager –
General Manager’s Report
Review and Consideration of Creative Recreation Products Proposal

Ms. Wagner provided the GM’s report. It included various updates. Two quotes have been received for the playground replacement and one has been received for the repairs. She recommends bringing in an inspector to inspect the playground park area prior to proceeding with the repair proposal, if that is the route chosen. The repair proposal is $3,500.00. The difference between the two replacement proposals is the size of the equipment. The smaller quote is for about $90,000 and the larger is over
$100,000.

There was a discussion regarding the cost to open the playground as it is closed right now. This also included determining who would be the one to inspect the playground area.

Ms. Wagner stated she would research to find someone certified to do the inspection. She would start by calling the city and the local schools to see if they have anyone. She noted that the repairs would probably keep the playground running for approximately 5 years, as it would be a long-term repair. Her suggestion is to have the inspection done first prior to repairing or replacing.
There was a discussion regarding the vendor that would be completing the repair proposal. He has done previous work within the playground and those repairs have held.

These repairs would allow the playground to safely open. The other option is to bring newer equipment or replace items that are missing, which would be additional money.
It was agreed to table this until the next meeting and get an inspector in prior to the next meeting to create a report and verify there are no additional items needed to open the playground safely.

There was a discussion regarding the repair vendor as he has done previous work for the community. Ms. Wagner stated no vendor would be onsite or touching the equipment unless they are licensed/certified and bonded. It was noted that the city does have certified people who work on their playground and Ms. Wagner will try to reach out to them.
Ms. Glynn noted there was about $107,000 budgeted for the playground equipment, but this needs to line up with the capital budget within the 5-year plan. She requested another proposal from another vendor if possible.

Ms. Wagner stated she is working to get another vendor but has not been able to get a quote from a third vendor. There are not a lot of playground equipment vendors in the area. Those that are don’t include removal of the old equipment.

Ms. Wagner brought up the issue with the pedestrian gate at Shearwater. She stated that this gate has been fixed almost every single weekend in some way by Victor.
However, people are consistently destroying this gate. She has received a quote for a little over $6,000.00 to install a new gate, replace handles, and do additional repairs. However, if the destruction keeps happening, she is not sure how to proceed.
Ms. LeCesne recommended having the Redondo gate part removed as it would most likely lower the cost. She noted there should always be 3 proposals if possible.
Ms. Wagner stated this would still require a new pedestrian gate installed and have the old one removed. Victor could then replace the knobs with handles to accommodate those with arthritis. She has requested a broken-down proposal in order to see what each part costs and see what can be removed.

There was a discussion regarding the location of the pedestrian gates and what the proposal specifically includes.
A resident living on Redondo noted there is a lot of students coming through that area and flying through on their motor bikes for 10 months out of the year.

There was a discussion regarding the costs associated with the pedestrian gates all over the community. This continued into a discussion on gate ideas for that location or the option to remove the gate completely. It was noted that students have to have that area open to gain passage to school. It can not be closed off at this time.
Ms. LeCesne noted this is an enforcement issue. Things can be put into place, but there is the potential for additional maintenance. Another option is to have the District Engineer look at those areas to see what may be possible.
It was noted this will be brought back to the next meeting for discussion.

A resident asked for an update on the Fountain. Ms. Wagner stated she was waiting to see if the deposit had been made. It was confirmed that it was paid.

Ms. Wagner will contact the vendor to see when it will be installed. She controls the fountain times. It is set for 7-11pm as of now.

Supervisors Requests & Audience Comments

Ms. LeCesne recommended the new Board to bring proposals for the pedestrian gate with just replacing handles and to have the District Engineer come out and evaluate how best to slow traffic in those school areas.
A resident recommended having a no motor bike rule within the community. Ms. LeCesne gave an overview of what that process would be and what the enforcement of that rule would look like.

Ms. LeCesne stated she would submit several issues to Ms. Ripoll for the new Board to review and discuss.

Adjournment
There was no further business to come before the Board. Ms. Ripoll called for a motion.

On MOTION by Mr. Wellman, seconded by Ms. LeCesne, with all in favor, the Montecito CDD Board of Supervisors adjourned the November 13, 2024, Board of Supervisors’ meeting at 11:34 a.m.

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

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.

Page | 1

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

$1,000,000- Each Accident
$1,000,000- Disease- Policy Limit
$1,000,000- Disease- Each Employee

•
•
•

Employers Liability:

Part B

Class Code	Description	Payroll	Rate	Premium

9015	Building or Property Management--All Other Employees

$375	2.74	$10.28

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.

Page | 2

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	

Incorporated by Reference in Rule 69O-189.003 ACORD 130 FL (2019/07)

Page 2 of 3

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 PERSONALLY SWEAR THAT THE INFORMATION CONTAINED IN THE APPLICATION IS ACCURATE. THAT I, AS AN OWNER / OFFICER, AM FULLY AUTHORIZED TO SIGN THIS APPLICATION ON BEHALF OF THE APPLICANT AND TO BIND THE APPLICATION.	AS AGENT / PRODUCER I HEREBY ATTEST THAT I HAVE GIVEN THE APPLICANT/SIGNATORY THE OPPORTUNITY TO READ THE APPLICATION AND I HAVE EXPLAINED ANY AND ALL QUESTIONS REGARDING THE APPLICATION. I ALSO ATTEST THAT I HAVE EXPLAINED TO THE EMPLOYER OR OFFICER THE 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

Discussion Pertaining to Provisions to Vesta Existing Contract

MONTECITO COMMUNITY DEVELOPMENT DISTRICT
GENERAL OPERATIONS AND FACILITIES MANAGEMENT AGREEMENT TIDS GENERAL OPERATIONS AND FACILITIES MANAGEMENT
AGREEMENT (the "Agreement") is made and entered into this 17th day of April, 2023, by and between:
MONTECITO COMMUNITY DEVELOPMENT DISTRICT, a local unit of
special-purpose government established pursuant to Chapter 190, Florida Statutes, being situated in the City of Satellite Beach, Brevard County, Florida, and having offices at 219 E. Livingston Street, Orlando, Florida 32801 (the "District"), and
VESTA PROPERTY SERVICES, INC., a Florida corporation, having its principal address at 245 Riverside Avenue, Suite 250, Jacksonville, Florida 32202 (the "Contractor").

RECITALS

WHEREAS, the District is the owner of Clubhouse facilities that include swimming pool facilities, a fitness center, a playground, a clubhouse buiiding with meeting rooms, offices, a kitchen, and restroom facilities, as well as other recreation facilities, buffer and landscaped areas, road rights-of-way, buffer tracts, stonnwater ponds, and other District-owned property (collectively, the ''Amenities"), said Amenities being located in Satellite Beach, Brevard County and within the boundaries of the District; and
WHEREAS, the District intends to provide for the operation and management of Amenities and District property, as well as managing District contractors and vendors; and
WHEREAS, Contractor has a background and experience in operating and managing recreation areas, clubhouse facilities, community development district properties and facilities, and community amenity facilities like the Amenities and is willing to provide such operation and management services to the District in accord with this Agreement; and

WHEREAS, Contractor has submitted its pricing proposal to operate and manage the District Amenities, District property, and contractors/vendors (the "Proposal"), which Proposal is attached hereto and made a part hereof as Exhibit A; and
WHEREAS, the District desires to enter into a contractual relationship with Contractor by entering into this Agreement with Contractor to operate and manage the Amenities, District property, and District contractors and vendors, and to provide other services as described in this Agreement.

1

Amenity Mgmt 2023
Rev. 05-07-2023

NOW THEREFORE, based upon good and valuable consideration and the mutual covenants of the parties, the receipt of which and sufficiency of which is hereby acknowledged, the District and Contractor agree as follows:
INCORPORATION OF RECITALS. The recitals stated above are true and correct and by this reference are incorporated by reference as a material part of this Agreement.
ENGAGEMENT OF SERVICES
The District agrees to utilize Contractor to provide operation and management services in accord with the terms of this Agreement.
Term. This Agreement shall be effective on April 17, 2023 (the "Effective Date") and the initial term shall continue through September 30, 2023 (the "Initial Term"). After the Initial Term, this Agreement may be extended for up to three
(3) annual extension terms of one year each upon the mutual consent of the parties.

Services.  Contractor shall perform all normal duties associated with staffing, operating, managing, and maintaining the Amenities and the District property, and managing District contractors and vendors to ensure its smooth operation and to help promote the safe enjoyment by members of the clubhouse and residents, landowners and visitors. Contractor shall furnish such services as more particularly described herein, in the Proposal and in the specifications attached hereto and incorporated herein as Composite Exhibit B (collectively, the "Services"). For all matters pertaining to and arising out of this Agreement and the Services provided hereunder, Contractor shall report directly to the District Manager or such other authorized individual as determined by the District Board of Supervisors.

Compensation. The annual amount payable to Contractor for services provided pursuant to this Agreement shall be as more particulalary described in the Proposal (the "Annual Contract Amount"). District agrees to pay Contractor a monthly management fee equal to 1/12 of the applicable Annual Contract Amount. This monthly management fee includes all costs, expenses, profit, and overhead incurred by Contractor in connection with providing the Services. Approved reimbursables, in addition to the Annual Contract Amount, shall be reimbursed at cost and are limited to (1) postage, envelopes, printing and copying for mass mailings and (2) other approved reimbursable expenses, unless otherwise specifically provided for herein (the "Approved Reimbursables"). Invoices shall be paid net thirty (30) days upon receipt by District. NOTWITHSTANDING, CONTRACTOR ACKNOWLEDGES THAT CONTRACTOR IS NOT ENTITLED TO BE COMPENSATED FOR SHIFTS THAT ARE NOT STAFFED; WHICH CORRESPONDING AMOUNTS MAY BE DEDUCTED BY THE DISTRICT FROM THE MONTHLY MANAGEMENT FEE. The
repeated failure by Contractor to staff all shifts as provided in this Agreement

2

Amenity Mgmt 2023 Rev. 0S-07-2023

may be considered, in the District's discretion, abandonment of the Agreement by the Contractor and could result in termination of the Agreement by the District.
Access to Facility. This Agreement grants to Contractor the right to access the Amenities and the District property for those purposes and uses described in this Agreement, and Contractor hereby agrees to comply with all applicable federal, state, and local laws, ordinances, rules, and regulations, including but not limited to Florida's Sunshine Law, the Montecito Community Development District Rules of Procedure, the Amended Rules, Policies, and Fees for the Montecito Beach Club Amenity Center, and the Amended Parking and Towing Rules, as amended and supplemented from time to time.
Contractor shall train and provide sufficient staffing to include a General Manager (the "Staff'). The General Manager shall be a Certified Aquatics Facility Operator or Certified Pool Operator and shall have the responsibilities of providing the Services provided for in this Agreement. Contractor shall be responsible for recruiting, hiring, training, overseeing, evaluating and employing the Staff. Staff shall be the employees of Contractor. In furtherance thereof, Contractor shall be responsible for the payment of all compensation, taxes and employee benefits and other charges payable with respect to the Staff, including, but not limited to, all applicable federal income tax withholding, FICA, FUTA tax, unemployment compensation and any other taxes or charges imposed by law with respect to the Staff.

Contractor shall serve the community in a professional manner, providing the residents the numerous benefits of a first-class community with respect to the Amenities and the District property. Contractor will also create (as required) and implement any applicable Facility Maintenance Plan and Emergency Management Plan for the Amenities and the District property, copies of which may be requested from the District Manager. An additional responsibility is the greeting of residents, guests and potential residents as they enter the Amenities, as well as monitoring the use and condition of the Amenities and the District property throughout the day, and resolving any issues requiring attention on behalf of the District residents and landowners and Members and Annual Members of the Montecito Beach Club Amenity Center.
Contractor shall perform regular insp·ections of the Amenities, District property, and District facilities to monitor their conditions and operation and maintenance needs. This includes oversight of District onsite contracts with contractor and vendors, including, but not limited to: landscaping, vehicle gate access, lake service, lake fountains, irrigation reporting, and any other contracts or vendors providing service to the Amenities, District property, or District facilities.

Contractor shall operate the Access Control Systems installed at the District Amenity Center.
Amenity Mgmt 2023	3
Rev. 0S-07-2023

Unless otherwise directed by the District Board of Supervisors, the Contractor shall attend, through its General Manager or an individual knowledgeable of the District operations and maintenance responsibilities, the District's monthly meetings and be prepared to report to the District's Board of Supervisors regarding the general management of the Amenities.
Notwithstanding that which is set forth in Composite Exhibit B of this Agreement, Contractor shall maintain the cleanliness of the Amenities indoor space, including the kitchen, meeting rooms, fitness room, and bathroom areas. Contractor shall maintain cleanliness and the general appearance of all of the Amenities indoor spaces. Additionally, Contractor shall fill soap dispensers and paper product dispensers. Contractor shall keep all storage closets in neat and orderly condition and equipment and cleaning supplies shall be properly stored. Contractor shall regularly wipe down of fitness equipment in accordance with industry standards. Contractor shall maintain and clean the Amenities and its facilities, including but not limited to wiping down the pool furniture and fitness equipment as needed, straightening up the meeting room, offices, and fitness center, and supplementing other janitorial maintenance duties in between visits from the janitorial maintenance vendor.

Contractor shall regularly check and test all safety equipment at the Montecito Beach Club Amenity Center, including the pool and pool area and the neighboring playground, and secure and maintain adequate inventory for First Aid kits adequate to the size and operation of the Amenities.
Contractor shall manage customer service complaints and inquiries and coordinate regularly with the District Manager regarding same.

Contractor shall coordinate meeting room rentals in accordance with the Amended Rules, Policies, and Fees for the Montecito Beach Club Amenity Center and other adopted protocols and policies of the District, as amended from time to time.
0.  Contractor shall assure that standard accounting procedures acceptable to the District are utilized in connection with the provision of Services under this Agreement.
Contractor shall conduct background checks, at Contractor's expense, of all employees and Staff in accordance with the requirements of Florida law.

As part of this Agreement, Contractor shall and is expected to furnish, on a weekly basis, the number of hours specified in the Proposal of personnel for On­ Site Services and zero (0) hours at janitorial services at the Montecito Beach Club Amenity Center, as more particularly detailed in the Proposal. District reserves the right to add or reduce hours with thirty (30) days' notice and mutual agreement with Contractor.

Contractor shall raise and lower the flag(s) located on the pole(s) in front of the Montecito Beach Club Amenity Center, in accordance with Presidential or Governor's Proclamations..
Contractor shall furnish parking enforcement services pursuant to the A.mended Parking and Towing Rules, as amended from time to time.

Office hours will be Monday through Sunday (7 days a week), 9:00 AM to 5:00 PM. The General Manager hours shall be Monday through Friday, 9:00 AM to 5:00 PM. The Weekend Attendant hours shall be on Saturdays and Sundays, 9:00 AM to 5:00 PM. For those times when a staff member of the Contractor is not on site at the Montecito Beach Club Amenity Center (i.e. after hours between 5:00 PM and 9:00 AM) or is otherwise unavailable, Contractor shall be available on a 24/7 basis through an accessible call center telephone line answered by a live person to receive comments, complaints, or concerns, and to address items or concerns requiring immediate attention.
RECREATION PROGRAMS. As part of this Agreement, the General Manager shall be permitted to schedule/create Recreation Programs and Special Events for the strict enjoyment and benefit of the Members and Non-Resident Members of the District and their respective guests, utilizing funds within the annual amounts budgeted by the District for Special Events, funds secured through reasonably priced fees, or a combination thereof. Subcontracted vendors of the Contractor that provide such services may contract directly with the District or with Contractor. In the event the vendor contracts directly with Contractor, a fee of 15% of the net revenue generated from the program or event shall be due to Contractor for processing and insurance indemnification coverage. If Contractor provides such services directly using Contractor staff or a preferred vendor, Contractor shall pay the District the sum of 15% of the gross revenues generated.

GENERAL CONDITIONS.

It may be necessary for Contractor to purchase certain goods and services in connection with the performance of this Agreement. However, all such purchases shall be in accordance with the District Rules of Procedure and the policies of the District Board of Supervisors, shall be coordinated with the District Manager, and shall be fully consistent and compliant with the approved District annual budget for the applicable fiscal year. Any extraordinary purchase not contemplated in the approved District budget shall be approved by the District Board of Supervisors. Any goods, materials, or equipment purchased by Contractor in accordance herewith or on behalf of the District shall be owned by the District.

Costs incurred by Contractor due to emergencies, urgencies, or at the direction of the District, that are the responsibility of the District, shall be reimbursed to Contractor at cost. Such reimbursements shall be paid only in accord with receipts for such costs provided to the District by Contractor.

If Contractor becomes aware of any capital improvements to the Amenities or District property, then Contractor shall make recommendations to the District Manager and shall solicit proposals for consideration. Such recommendations and proposals shall be delivered to the District Manager prior to presentation to the District Board of Supervisors. If capital improvements are to be contracted for by Contractor, instead of the District, Contractor shall obtain a minimum of three (3) competitive bids (if possible) on any recommended capital improvement and any such procurement must be perfonned in accordance with the District's adopted Rules and Procedures, the Amended Rules, Policies, and Fees for the Montecito Beach Club Amenity Center, the Amended Parking and Towing Rules, and applicable Florida law governing community development districts, as such are amended from time to time.
Contractor is an independent contractor. Contractor's staffing at the Amenities, and in particular, the clubhouse shall consist of On-Site Contractor employees. Contractor shall be responsible for all of its employees' compensation and for payment of all relevant taxes, worker's compensation and other related charges. Contractor shall have sole authority as an independent contractor in dealing with its employees.
Contractor agrees to cooperate with and advise the District Manager with respect to establishing and amending facility hours, policies and procedures, rules and regulations, and other matters of importance for the smooth operation and management of the Amenities.

Contractor agrees that it shall be responsible for reporting to the District Manager all known problems with the Amenities, its facilities and equipment.
Contractor shall not make or enter into contracts, institute legal proceedings, or take any other steps in the name of the District without the express written consent of the District, except in the case of a real emergency, in which case the prior consent of th District Manager shall be required.

TERMINATION.

Either party may terminate this Agreement for convenience by providing the other party with at least thirty (30) days written notice of said party's intent to terminate. The District shall pay, in accordance with the terms of this Agreement, the monies owed to Contractor for that period after termination of this Agreement when services were performed by Contractor. In the District's sole discretion, the District may terminate this Agreement without cause and demand Contractor immediately remove its personnel and property from the Amenities; however, if the District makes such a demand, the District shall pay Contractor the monies owed it, as if Contractor had continued to perform under this Agreement for thirty
(30) days after the District's notice of the termination of this Agreement without cause.

Within fifteen (15) days of the tennination of this Agreement, the Contractor shall
(i) prepare a full and complete accounting of all transactions in connection with the Amenities, (ii) turn over and deliver to District all records, documents, contracts, agreements, plans, accounts, computer files or other documentation pertaining to the Amenities and this Agreement, and (iii) deliver to District all cash, investments, receivables deposits. Contractor shall be entitled, at its expense, to retain copies of all books, records, etc. pertaining to this Agreement with the exception of any membership lists, address lists for members, owners or residents of the District, and the like. Contractor agrees that it shall cooperate with District to affect an efficient and orderly transition of responsibility with respect to the management of the Amenities upon termination or expiration of this Agreement.

INSURANCE.

Contractor shall maintain, at its expense, throughout the term of this Agreement the following insurance, written by a company or companies licensed to do business in the State of Florida:

Worker's Compensation Insurance in accordance with the laws of the State of Florida, covering all of Contractor's employees, whether or not working at or in connection with the Amenities of the District.

Commercial  General  Liability  Insurance  with  minimum  limits  of
$1,000,000 Combined Single Limit for Bodily Injury and Property Damage and $2,000,000 Aggregate. Comprehensive General Liability Insurance shall include Premises/Operations; Contractual Liability; Personal Injury; Products/Completed Operations; and Broad Form Property Damage; Cross Liability and Severability of Interest Clause.

Employer's Liability Coverage with minimum limits of$1,000,000 Bodily Injury by Accident per accident, $1,000,000 Bodily Injury by Disease per person, and$I,000,000 Bodily Injury by Disease policy limit.

Professional Liability or Errors and Omissions Insurance with minimum limits of $1,000,000 Each Claim, $2,000,000 Aggregate, with a deductible or self-insured retention amount no greater than $250,000. Such insurance shall include prior acts coverage sufficient to cover the services under this Agreement and Contractual Liability to cover liability assumed under this Agreement, to the extent insurance under such Professional Liability Insurance.

Auto Liability Insurance covering non-owned and hired automobile equipment with minimum limit of $1,000,000 for injury or death of any person, for any occurrence and property damage.

The District shall be named as an additional insured in all policies of insurance identified in Section 6.A.(ii) above. Contractor shall furnish the District with the Certificate of Insurance evidencing compliance with this requirement. Each Certificate of Insurance shall acknowledge that particular policy(ies) of insurance shall not be amended, modified, terminated, or canceled without the insurer first having provided at least thirty (30) days written notice to Contractor.

The monetary limit and types of coverages set forth herein shall not be construed as a limit of the Contractor's liability.
INDEMNIFICATION.

Obligations under this section shall include the payment of all settlements, judgments, damages to property and for bodily injury, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, and paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.
Contractor will indemnify, save and hold the District harmless and shall defend the District from all loss, damage, or injury, including all judgments, liens, liabilities, debts, and obligations resulting directly from the negligent or intentional acts or omissions of Contractor's officers, directors, agents, assigns, or employees, which cause harm to persons or property and arising out of or in any way connected with the performance of this Agreement, specifically including, but not limited, to all acts or omissions or negligence of Contractor's officers, directors, agents, assigns, or employees. Contractor agrees that nothing in this Agreement shall serve as or be construed as a waiver of the District's limitations on liability contained in the doctrine of sovereign immunity, Section 768.28, Florida Statutes, or any other applicable Florida laws.
To the extent permitted and as authorized by Florida law and the protections afforded the District pursuant to the doctrine of sovereign immunity, Section 768.28, Florida Statutes, and other applicable Florida laws, District will indemnify, save and hold the Contractor harmless and shall defend the Contractor from all loss, damage, or injury, including all judgments; liens, liabilities, debts, and obligations resulting directly from the negligent or intentional acts or omissions of District's officers, directors, agents, assigns, or employees, which cause harm to persons or property and arising out of or in any way connected with the performance of this Agreement, specifically including, but not limited, to all acts or omissions or negligence of District's officers, directors, agents, assigns, or employees.

BOOI<S AND RECORDS; PUBLIC RECORDS.

Contractor shall, pursuant to and in accordance with Section 119.0701, Florida
1 Statutes, comply with the public records laws of the State of Florida, and specifically shall:
Keep and maintain public records required by the District to perform the services or work set forth in this Agreement; and
Upon the request of the District's custodian of public records, provide the District with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law; and

Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the Agreement if the Contractor does not transfer the records to the District; and
Upon completion of the Agreement, transfer, at no cost to the District, all public records in possession of the Contractor or keep and maintain public records required by the District to perform the service or work provided for in this Agreement. If the Contractor transfers all public records to the District upon completion of the Agreement, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public disclosure requirements. If the Contractor keeps and maintains public records upon completion of the Agreement, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the District, upon request from the District's custodian of public records, in a format that is compatible with the information technology systems of the District.
Contractor acknowledges that any requests to inspect or copy public records relating to this Agreement must be made directly to the District pursuant to Section 119.0701(3), Florida Statutes. If notified by the District of a public records request for records not in the possession of the District but in possession of the Contractor, the Contractor shall provide such records to the District or allow the records to be inspected or copied within a reasonable time. Contractor acknowledges that should Contractor fail to provide the public records to the District within a reasonable time, Contractor may be subject to penalties pursuant to Section 119.10, Florida Statutes.

c. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO TIDS AGREEMENT/CONTRACT, THE CONTRACTOR MAY CONTACT THE CUSTODIAN OF PUBLIC RECORDS FOR THE DISTRICT AT:

GOVERNMENTAL MANAGEMENT SERVICES - CENTRAL FLORIDA, LLC 219 LIVINGSTON STREET
ORLANDO, FLORIDA 32801
TELEPHONE: 407-841-5524
EMAIL: dmossing@gmstnn.com
DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A default
by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District's right to protect its rights from interference by a third party to this Agreement.

TAXES. Contractor shall pay all applicable sales, consumer use, and other similar taxes required by law. The District is exempt from all federal, state, and local taxes.
ENFORCEMENT OF AGREEMENT. In the event that either the District or Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys' fees and costs for trial, alternative dispute resolution, or appellate proceedings.

AGREEMENT. This instrument shall constitute the final and complete expression of this Agreement between the District and Contractor relating to the subject matter of this Agreement.
AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and Contractor.
CONFLICTS. In the event of a direct conflict with respect to the terms and conditions contained in the main body of this Agreement, Exhibit A and/or Composite Exhibit B, the conflict shall be resolved in favor the prevailing terms and conditions of the main body of the

Agreement, followed by Composite Exhibit B (Services), and further followed by Exhibit A (Proposal).

AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and Contractor, both the District and Contractor have complied with all the requirements of law, and both the District and Contractor have full power and authority to comply with the terms and provisions of this instrument.

NOTICES. All notices, requests, consents and other communications under this Agreement ("Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:

If to District:

With a copy to:

Vesta Property Services, Inc. 245 Riverside Avenue, Suite 250
Jacksonville, Florida 32202 Attn: Roy Deary, Vice President

Montecito Community Development District 219 E. Livingston Street
Orlando, Florida 32801 Attn: District Manager

Billing, Cochran, Lyles, Mauro & Ramsey, P.A. Las Olas Square, Suite 600
515 East Las Olas Boulevard Fort Lauderdale, Florida 33301
Attn: Michael J. Pawelczyk, Esq.

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non­ business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for Contractor may deliver Notice on behalf of the District and Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

E-VERIFY. The Contractor, on behalf of itself and its subcontractors, hereby warrants compliance with all federal immigration laws and regulations applicable to their employees. The Contractor further agrees that the District is a public employer subject to the E­ Verify requirements provided in Section 448.095, Florida Statutes, and such provisions of said statute are applicable to this Agreement, including, but not limited to registration with and use of the E-Verify system. The Contractor agrees to utilize the E-Verify system to verify work

11

Amenity Mgmt 2023 Rev. 0S-07-2023

authorization status of all newly hired employees. Contractor shall provide sufficient evidence that it is registered with the E-Verify system before commencement of performance under this Agreement. If the District has a good faith belief that the Contractor is in violation of Section 448.09(1), Florida Statutes, or has knowingly hired, recruited, or referred an alien that is not duly authorized to work by the federal immigration laws or the Attorney General of the United States for employment under this Agreement, the District shall terminate this Agreement. The Contractor shall require an affidavit from each subcontractor providing that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The Contractor shall retain a copy of each such affidavit for the term of this Agreement and all renewals thereof If the District has a good faith belief that a subcontractor of the Contractor is in violation of Section 448.09(1), Florida Statutes, or is performing work under this Agreement has knowingly hired, recruited, or referred an alien that is not duly authorized to work by the federal immigration laws or the Attorney General of the United States for employment under this Agreement, the District promptly notify the Contractor and order the Contractor to immediately terminate its subcontract with the subcontractor. The Contractor shall be liable for any additional costs incurred by the District as a result of the termination of any contract, including this Agreement, based on Contractor's failure to comply with the E-Verify requirements referenced in this subsection.
THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective representatives, successors, and assigns.

ADDITIONAL WORK. Additional services provided under this Agreement with the prior approval of the District Board or District Manager shall be billed at the rates set forth in Exhibit A or in accordance with an approved task order addressing the compensation for the Additional Work.
ASSIGNMENT. Neither the District nor Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.
SOVEREIGN IMMUNITY. The Contractor agrees that nothing in this Agreement shall constitute or be construed as a waiver of the District's limitations on liability contained in Section 768.28, Florida Statutes, or other statutes or law.
CONTROLLING LAW; VENUE. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. Venue for purposes of any litigation arising out of this Agreement shall be Brevard County, Florida.

EFFECTIVE DATE. This Agreement shall be effective April 17, 2023, after execution by both the District and Contractor and shall remain in effect unless tenninated by either of the District or Contractor.
SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

No CONSTRUCTION AGAINST DRAFTING PARTY. Each party to this Agreement expressly recognizes that this Agreement results from a negotiation process in which each party was represented or had the opportunity to be represented by counsel and contributed to the drafting of this Agreement. No legal or other presumptions against the party drafting this Agreement concerning its construction, interpretation or otherwise accrue to the benefit of any party to this Agreement, and each party expressly waives the right to assert such a presumption in any proceedings or disputes connected with, arising out of, or involving this Agreement.

HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of tJ:ns Agreement.

COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and the same instrument.

WAIYER OF JURY TRIAL. TO THE FULLEST EXTENT ALLOWED BY LAW, THE RESPECTIVE PARTIES HERETO DO HEREBY WAIVE TRIAL BY JURY IN ANY ACTION, PROCEEDING OR COUNTERCLAIM BROUGHT BY EITHER PARTY HERETO AGAINST THE OTHER PERTAINING TO ANY MATTER WHATSOEVER ARISING OUT OR IN ANY WAY CONNECTED WITH THIS AGREEMENT.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

IN WITNESS WHEREOF, the parties execute this Agreement the day and year first written above.

Attest:

 	

George FlintPrint name: Secretary/Assistant Secretary

MONTECITO COMMUNITY DEVELOPMENT DISTRICT

By: 		 Catherine LeCesne, Chairperson
Board of Supervisors

Date:	6/20/2023 I 6: 52 fDT

VESTA PROPERTY SERVICES, INC., a
Florida corporation

WITNESSES:

Chris  Hodge	Print Name/fitle: Dan Armstrong

CFO

Print name

-----------

Date: -5/2-2/2-02-3 -

2023

Danielle Black

Print Name

Exhibit A

Proposal

PRICING

YNr1 Aid17, D3 - Sept.30, 2W3	
Ye•2 OCl 1. 2013'-
5elJl 30, 21124	
Y'esl
Oc.t.1, 2Q2A -
ses,t. 30, 202S	
ec....-	
V Cost	VestaCostl'll$		

	'-'-'-d Hai 111v Rain	

.flNtt!OII
.,_,_.	,_,	v-,
M91dl.,t3,20D
;_&11Jt;30,2023	Veal
0d 1.1023:-
Sad..30,84	V...l
Oct.\ 1DM-
Stipl.30,2025	
CQIIIIMllle.	
	$31.25	$3U1	SMA5-		
"aclitiasA1ilind.'lnt	$17.llQ	$17.1\5	$18.75'		

Composite Exhibit B

Services

In addition to those Services detailed within the Agreement, the following tasks and responsibilities are included within the term "Services":

1 hour a day, Contractor is to use the golf cart to drive the roadways and look for parking violations according to the District's parking policy. Stickers will be provided for the Contractor to affix to the vehicle to inform them they have to move it or it will be towed. The Contractor will enforce the policy and have vehicles towed, there is a towing company that the District has an agreement with.
Contractor will review all cleaning checklists and either create new ones or modify the existing ones and provide a copy to the District Manager of the District for review.
The General Manager of the Contractor will create a daily and weekly checklist for managing the onsite Amenities and General Management of the District to use as a guide for workflow and to measure the achievement of responsibilities.
Contractor will implement the QR code system which can be used for tracking purposes
Contractor will handle all Clubhouse activities and Rentals.
Contractor will handle all new residents, or renters information using the system that the District has in place, issuing gate access devices.
Contractor will be assist in the budgeting process, making recommendations and creating annual capital improvement plan suggestions.
Review all invoices and code/approve as directed by the District Manager of the District
Oversee all the contractors, Landscape, irrigation, tree, pond and other vendors, creating a monthly score sheet to use as a way to measure services being provided.
Contractor will be on the Security call tree, and the 1st number the company will call. Contractor will provide direction to any after service call needs related to security.
Contractor within 120 days of the Effective Date of this Agreement will create an Emergency Management Plan for the Amenities/District property and review same with the District Manager.
District will provide the General Manager of Contractor with a $2,500 (limit) credit card to make purchases for repairs or District items that accounts cannot be set up for.
General Manager will oversee the Facilities Attendant.
Daily image and cleanliness of the Facilities is essential.
Blow off pool deck, sidewalks at Amenity Center
Clean pool chairs, seat cushions
Visually inspect facilities and schedule repairs as needed. Light/ general maintenance is expected by the Contractor, such as replacing light bulbs, sweeping, mopping as needed.
Other responsibilities as assigned or directed by the District Manager of the District or the District Board of Supervisors.
Those tasks and responsibilities set forth in the Montecito Community Development District Pricing Form and the exhibits thereto, attached to this Composite Exhibit B.
Contractor shall utilize the Facility Attendant's Daily Checklist Form ("Checklist"), or something substantially similar thereto on a daily basis. Contractor shall make copies of the completed Checklists available to the District Manager or anyone requesting copies of the same. The Checklist is included as part of the Composite Exhibit B.

MONTECITO COMMUNITY DEVELOPMENT DISTRICT PRICING FORM
Pricing Instructions: This Pricing Form is Intended to cover all the individual and departmental costs
associated with perfonning the scope for the General Management services delivered to the Montecito
.Community Development District In order to determine accurate pricing for the services to be delivered to the Montecito Community Development District, proposing companies should refer to the Scope of ServiOOSt Qualifications & Licenses, Exhibit ..A", the required Hours of Operations & Staffing Levels and Exhibit "B"; which provides the details regarding the work to be performed by the Proposing company if awarded the Final Agreement.
Grand Total: This "Grand Total" must be completed by the Proposing company. The proposed amounts entered should correspopd with the scope of services provided in the Scope of Services, Qualifications & Licenses-Exhibit "A": as well as Hours of Operations & Staffing Levels-Exhl"blt "B" for the District. Variance from this pricing form, may disqualify a proposing company as determined by the Board.
INVOICING-INCLUSIVE OF ALL COSTS, including Management Fees. Administrative Costs,
Corporate-Regional Costs. Payroll and Benefits or o1her costs incurred by the Proposing Management
r company. A proposing company's response should include all requirements to anticipate and comply with minimum wage laws and &Verify.

l'ositi.on
..	--	Year1
Mardi. 1, 2023 - pt O,-	Year2 Oct.1,ioil-
Sept. 30;2024	Ym·3"
Oct. 2024-
-Sep· t. 30'-2025
•	
General Manager·.	$	$	$	
Facilities Attendant	$	$	$	
Janitorial	$	$	$	
Total Amount-Monthly	$	$	$	
Total Amount-Annually	s	$	s	

Proposing companies must clearly identify the following hourly rates for Additional Services as may be requested by'the District, throughout the term of the Agreement (up to 4 years potentially).
$	ourly Rate paid by the District to Contractor for hurrican&-emergency cleanup
$ 	Hourly Rate paid by the District to Contractor for General Maintenance
$ 	Hourly Rate for set up and ClC!lllUP for private rentals, paid by persons renting
facilities, payable directly to Management Company.

Proposed Hourly tes: Proposing company must clearly explain staffing levels and quantify mdividual positions and compensation in its proposal. This section of the Pricing Form is intended. to help the District better identify the quality of services it expects to receive; through the Proposing company's initial hourly
rates it will pay its employees, and planned CPI adjustments. The table btlow is ONLY the hourly wage or base aalary the company will start their employees at, NOT including payroll taxes or
benefits/other ein ployee burdens, The positions listed below, correspond with the positions listed in the Hours of Operations & S1affing Levels, Exhibit "B... The scope of work for eaeh position listed below can
. i	be found in the Scope' of Services, Qualifications & Licenses. Exhibit ..A... A proposing company's
response should inclu all requirements to anticipate and comply with minimum wage laws and E-Verify.

Po1ltiQD
-	Y:•t·
March. 1, 2023
Sept. 30, 2023	Year2
Oct.1, 23-
Sept. 30i 2024	Year3
oct.t,2024-
Sep_t;.30, 2C)25	
General Manager	$	$	$	
Facilities Attendant	$	$	$	
Janitorial	·.	$	$	$	
Total Amonnt..:Montbly	s	$	s	
Total Amonnt•Annnally	s	s	s	

j

I

. :

EXIDBITA
SCOPE OF SERVICES, OU.ALIFICATIONS & UCENSES
General Overview:·
The Management company shall serve the community in a professional manner, providing residents with enjoyable programs and lifestyle services, while managing the District's numerous amenities. The amenities include, but are not limited to, the following: One (1) Amenity Center, one (1) Fitness Center, One (1) Pool, and (1) tot lot. Residents enjoy a
variety of special events, programs and activities that maximize the use of the :facilities.
Operational Procedures:
The Management company will be a Contractor providing services to a unit of Special Purpose Government known as a Community Development District or (CDD). The Agreement is subject to the oversight of the District Manager.
The Managem nt Company and its employees shall enforce strict discipline and good order among its employees. AU Amenity Staff shall have and wear a common uniform with Company's logo represented on all employees' shirts.
The General Manager reports directly to the District Manager, who reports directly to the Board of Supervisors.
The General Manager shall be accountable for upholding the amenity policies, procedures. standards, and expectations related to the Amenities. This includes safe and responsible operations ofthe amenities. The Management Company will have all ofits onsite personnel read and sign a form that states they have read and understand the Amenity Policies, with a signed copy i,ncluded in their personnel file. A copy of this form shall be submitted to the District Manager.
The Managem nt Company shall complete all the work on the daily, weekly, and monthly Facilities/Janitorial checklists, or otherwise contained within EXHIBITS C. The Management Company shall be required to maintain the checklists by accurately filling out the information on the checklists, including the initials of the person completing the work, in the-.box of the cotteSpOnding day. The checklists can be modified. by the Management Company to include other general cleaning and amenity maintenance responsibilities jrom time to time. The Management Company shall provide updated or revised copies·of the checklists to the District Manager for record keeping purposes.
At the end of evezy month, the General Manager shall scan a clear and readable copy of all completed checklists to the District Manager and send it by email for record keeping. The General Manager shall also keep all originals of the checklists in the General Manager's office for record keeping onsite.
The Management Company shall ensure that ALL staff are and stay CPR, First Aid and AED certified. All new hires will also be required to be certified within the first 30 days of their hire date, and prior to their successful conclusion of training, while working a shift unattended.
The Management company will be required to carry the proper general liability insurance coverages in the amount of $2,000,000 and name the District, The Board of Supervisors, District Staff and Agents of the District as additional insureds on its policy, providing the COJ to the District Manager.

: I

. !

.• I

The Management Company shall, on behalf of the District, securely operate and The Districts e-blast account for community-wide communications and e-blasts, using it to promote all amenity activities and notify the residents of important updates as directed by the District anager.
Coltecting Fees: The General Manager shall manage: the issuance of amenity guest passes. Room rentals and security deposits as well as the collection of all the fees in accordance with the current adopted rules, policies, and fees for the Amenity Facilities. All fees will be reported Weekly and submitted to the District Manager's office according to the District's policies and internal con1rol procedures for money handling. The General Manager wili also provide the Board a Monthly report that includes these revenues/fees in a Monthly General Manager's report that is submitted to the District Manager's office to be included in the agenda for the regular meetings. The General Manager will send a weekly update about important topics and about progress on action items to the District Manager and the Board, this report shall be emailed every Friday.
The Management Company shall oversee, manage, and coordinate all fees and schedules for amenity programs offered to the residents at the Amenity Facilities.
The Management Company shall be permitted to charge residents a reasonable fee for lessons and instructional classes according to the District's policies, and subject to the Board's disc on. The Management Company shall either directly employ or hire subcontracto·rsfor these lifestyle programs and classes, (i.e., tennis, yoga, fitness, and other classes), and therefore shall manage any agreements for work that is subcontracted or performed for such services. Th se Agreements shall include proof of liability insurance and shall be submitted to the District Manager's office each year. All policies must name the ''District, the Board of Supervisors, District Staff and Agents of the District" as ad4itional s.
The Management Company shall recognize that there are multiple resident-run programs in the District, d the Management Company shall NOT be entitled to collect revenues or charge fees to the instructors or the residents for those classes. (i.e., aqua-aerobics and move to music).
The Management Company shall monitor the appropriate and safe use and condition of the facilities throughout the day, and follow directions as provided by the District Manager and as defined by policy in an effort to resolve any issues requiring attention on behalf of the residents.
The Management Company shall verify resident and guest identification for use of the facilities through random or scheduled checks of Access Cards and guest passes or photo identification, in accordance with District policy.

.	//	'.'h"""'1
Communication Proeedgres:	(J

l	,	't/j
.Svfer]III

The Management Agree  is overseen an managed directly by the District ldanager who reports directly to   • •	. The Management Company and its representatives shall not  ct with Board Members unless specif• i yd by the Board of Supervisors r a specific purpose or as detennined by the n· ct Manager or District Counsel
The Management Com any should provide updates on new and mnovative programs and activities, so as·to alwa: offer1:be highest quality of se   in Amenity Management.
Interaction and co • • on with other Con  s, such as property management, landscape maintenance, po  ain	and security services may occur, and the Management Company, its managers and staff are require<l to do so in a professional manner. All Contractors performing work for the District are under the direct oversight of the General Manager, and theManagement Company. Any issues with other professionals should be brought to the attention of the District Manager in order to be resolved.
The General Manager may make bu4geting and policy recommendations upon request. Attendance at. onthly regular board meetings shall be required. Any requests that the Management Company  shall first be brought to the attention of the District Manager before it is brought to the Board Meetings for discussion.
., .e.  The General anager shall keep a record of Daily Guests, Vendors.
r. The General Manager will be required to provide a weekly email update on Friday
afternoons, updating the Board and Staff on Sales, Amenity Activities, Programs, Staffing Changes, and.other Amenity updates.
g. The General Manager will submit a monthly General Manager's report in writing io the District Manager's office, 10 days before the agenda is to be published, to be included in
the Regular M	Agenda. The details of this report shall clearly outline the prior months sales information, attendance or usage information, upcoming events, programs, and proposals.
h. The General Manager shall notify the District Manager immediately or as soon as possible, but, in no case longer than 1 hour after incidents involving accidents. injuries, or if Fire or Law Enforcement has been called. A written record provided by email, of these events shall be completed including witness reports. An electronic copy of these reports shall be emailed to the District Manager and District Counsel within 24 hours of the events for record keeping..

P.OOL MAINTENANCE SERVICES:
Daily Procedures:
Communicate. and coordinate all order purchases and requests with the District's Pool Maintenance Contractor.
Ensure that the contractors maintains the pool equipment and storage while keeping it in good working order, organized. clean and safe.
All chemicals must be stored and locked in areas provided by the District in a safe and responsible manner at all times, following all health and safety/fire codes.
General Manager shall notify the Pool Contractor and District Manager immediately and by email, when pool equipment, pumps, motors, heaters, chemical controllers, flow meter, gauges or any other pool equipment are broken or not operating within proper limits.
General Manager shall notify the District Manager immediately and via email, if there is a t		fecal incident 011contamination; if there are inclement weather conditions or any other issue as defmed by code and the pools or spas need to be closed. General Manager shall reopen
pools and spas a r appropriate co1Tections have been made, in compliance with governing statutes_ The General Manager shall communicate via E-Blasts, all notices of the pools being open and closed, and communicate to class instructors so they can adequately notify residents of such.
The General Manager shall test all chemicals in the pool as often as required by State and Local agencie·sor additionally if directed by the District. If adjustments are needed, the General Manage_r must report the issue(s) to the Pool Maintenance company in order to maintain proper levels in accordance with state and local health code regulations.
The General Manager shall write all pool chemical levels on the required state pool chemical log.- f chemical levels are found to be outside of the safe and acceptable ranges, the General Manager shall communicate the fmdings to the Pool Maintenance company and the DistrictManager by phone and via email, and the pool shall be closed in accordance with state and local health code regulations until the issues are resolved.
Inspect the pool for algae or any other growth and brush the sides of the pools.
No less than once per day, but as often as needed throughout the day, vacuum, brush and skim the pools, clean all scum gutters and tiles.
Blow off all pool decks and surrounding sidewalks, prior to facilities being opened. Vacuum outdoor carpets.

. ;	FACilJTJES MAINTENANCE
(See the checklists included herein)
General Procedures:
The Management Company shall complete all the work on the Daily, Weekly and ontbly Facilities Inspections Checklists or otherwise contained within EXHIBIT C. The General Manager and Facilities Attendants must maintain the checklists by accurately filling out the infonnation on the checklists, including the initials of the person completing the work, in the box of the corresponding day. The checklists can be modified to include other general cleaning and amenity maintenance responsibilities from time to time, and the Management Company shall keep a record of the completed checklists onsite for record keeping purposes.

!  •
General Procedures: .

RESTROOMS AND JANITORIAL SERVICES:
(See the checklists included herein) •

Maintain the.g neml appearance of ALL indoor spaces at the Amenity Center facilities. Storage closets.shall be kept in a neat, organized, and safe storage condition.
The Management Company shall be responsible for providing the janitorial staff necessary for perfonning the daily janitorial duties at the Amenity Center. Due to health and safety concerns, the District requires increased disinfecting and sanitizing efforts throughout the Amenities, iriduding restrooms, showers, fitness, office space, and other commonly used areas where !!urfaces are frequently touched. The Dis1rict requires the fitness centers to be cleaned in accordance with Board directed and approved policy, but in every case the periodic sanitizing and disinfecting of District spaces must occur at least twice daily. Once at the beginning of the shift and once at the end of the shift.
Restocking of !ill soaps, shower gels, toilet paper, paper towels etc. The District shall be
responsible for providing all soap dispensers, soaps, shower gels, urinal deodorizers, bathroom fragrance sprays, trash can liner (trash bags), paper product dispensers, paper towels and toilet paper used at both facilities. The Management Company will coordinate all restocking_needsand ensure proper invoicing to the District Manager's office in a timely manner to ensure that the facilities are well stocked with additional supplies kept in locked storage.   .
d, Vacuuming carpeted areas. treating of stained carpet areas.
Dusting of vents, amenity center furniture, bases, shelves, pictw-e frames, desks and tables, cleaning of all windows, ledges, and blinds.
Mopping all tiled floor areas and base boards with appropriat.e cleaning agents.
Cleaning and sanjtizing all surfaces of the bathrooms including all toilet bases and behind toilets, counters, mirrors, shower stalls.

, ..

THE MANAGEMENT COMPANY'S RESPONSIBll.ITY OF EXPENSES
Any and all costs resulting from the performance of the duties under the scope of the Agreement including the costs associated with the payroll, personnel training, staff uniforms. This includes any overtime which shall not be bilJable to the District. It should be assumed by the Management Company that their employees may incur overtime, but the Management company's price in response to the RFP shall be inclusive of ALL labor and will be the only price the District pays.
All Amenity office supplies not specifically covered under the "District's Responsibility of Expenses", postage, liability insurance, special events insurance, licenses, bank & credit card expenses: shall be the responsibility of the Management Company and not theDistrict.
The Management Company shall be responsible for any damages caused to District assets due to negligence or from an act of improper maintenance as performed by the Management Company.
All additional. oftware or programming necessary to manage the amenities, not provided by the District.
All personal office supplies, pens, pencils, highlighters, notebook paper, paper clips, stapler, calendars, computer speakers, headsets, etc.
THE DISTRICT'S RESPONSIBILITY OF EXPENSES

The replacement parts of fixed or mechanical equipment related to all Amenities, entrance gates and fencing, and damage resulting in normal wear and tear, natural disaster.
The repair work or replacement costs for the District's amenity facilities, property, and equipment resulting from normal ''wear-and-tear" and/or abuse, theft, vandalism, or misuse
}	by patrons of the facilities.
C.  All janitorial supplies·used to clean the bathrooms, fitness center and facilities.
All equipment, pplies, cleaners, chemicals, soap and dispensers, hand dryers, paper towel and toilet paper dispensers, paper products for pa.per towel and toilet paper dispensers.
All drinking water and sanitation supplies for the fitness center used by the patrons in the use of the equipment.
All utility costs such as electric, water and sewer,

,..	g.

b.
i.

j.

The District will provide 1 computer with a working version of Microsoft Office and Adobe software applications, 1 monitor, 1 keyboard and mouse and 1 office printer to be used in the Amenity office.
Printer ink and printing paper, printer service repairs
The District will provide all IT, Cable, and Internet for the Management Company to use
to provide the daily management services under the tenns of the Agreement.
IT equipment maintenance and repair of District computers shall be completed by the District's IT Contractors, paid for by the District and shall be coordinated by the Management company with the .knowledge and approval of the District Manager.

EMERGENCY ACTION PLAN AND SAFETY PROGRAM
The Management company shall develop, implement, and maintain the District's Emergency Action Plan (EAP) and Safety Program for operations at the Amenity Centers. The Emergency Action Plan shall be a detailed plan that includes Preparation, Response and Recovery of the Amenity Center and District Property in the event of natural disasters. The EAP shall include, at a minimum, a safety policy, safety rules and procedures, safety training, procedures for reinforcing and monitoring safety programs, procedures for accident investigations and reporting, providing, and maintaining equipment safety features, and safety record keeping. The Management Company shall comply with all District, State of Florida, Federal and local regulations/orders, rules, policies, and
directives, as they pertain to occupational safety and health, the safe operation and security
of the amenity facilities.
The Manag ment Company shall provide, at the Management Company's expense, all safety equipment. and materials necessacy for and related to the work performed by its employees. _S.uc.hequipment will include but is not limited to items personal protective equipment (PPE), to protect its employees.

SPECIAL OUALIFICATIONS/CERTMCATIONS,LICENSING & INSURANCE REQUIREMENTS
Oualifications/Certif1C&tions:
The General Manager must be qualified as a (CPO) Certified Pool Operator or (AFO) Aquatics facility Operator.
All staff will be required to be certified in CPR and AED use per direction of the District. This certification must be maintained.
Licensing Requirements:
Proposing company shall be required to possess all applicable licenses required by state
and local agencies, in order to manage the Amenity facilities.
Must successfully manage the amenity facilities and pass all health and safety inspections by locaJ governments such as Fire Safety Inspections and Health Inspections.
All Empl yees of the Management Company who will perform work on the District Property must possess a valid Driver's License.
-Insurance Requirements:
The proposing company shall be required to provide proof of $2,000,000 general liability insurance that also names the District, Board of Supervisors, District Staff and Agents of.the District as additional·insureds. This must be submitted to the District Manager at the time the Agreement begins. Failure to meet this requirement will exclude a proposal from consideration. All instructors shall be included under the proposing company's insurance coverage or if hired as a subcontractor, the instructor must provide proof of at least'$1,000,000 general liability. It is required upon request to show proof of insurance of all subcontractors.

EXHIBIT "B"
General Management Services
HOURS OF OPERATIONS & STAFFING LEVELS

{..

STAFF.ING HOURS OF OPERATION
da -Saturda •	8:00 a.m. -5:00 .m.
. Speeial Notes for Proposing companies, when submitting bids:
New Year's Day, Thanksgiving and Christmas, are assumed to be paid holidays for the
Management Companies employees, paid for by the management company.
0 •	AJJowed 1S minutes prior and 15 after for clock in/out to open and close the facilities.
Lunches and reaks require a sign to be posted.
The General Manager shall be present for all major speciaJ events.
The General Manager shall work at least 1 weekend a month, this can be a partial shift, to
evaluate Facilities Attendants perfomumce.
Lifestyle programs, planning, administration, and communication of all special events are
part of the respQnsibilitiesand Wlder the oversite of the General Manager.
Uniforms sha;]l be provided by the Management Company to ALL employees, with the
Amenity Companyts Logo, this cost shall be at the expense of the Management Company
The General Manager shall ensure that all doors are locked at S:00 p.m. before leaving.
The General Manager shall be the primary point of contact for all Alarm calls after hours.

- Notes

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Montecito Community Development District

Discussion Regarding HOA Social Event Agreement

MONTECITO COMMUNITY DEVELOPMENT DISTRICT
Adopted Rules, Policies, and Fees for the Montecito Amenity Center 208 Montecito Drive Satellite Beach, Florida 32937
TITLE - CDD Facility Use for (Members Only) Social Committee Events

Social Committee Events at any Amenity Facility must be approved in advance by the General Manager or the District Board of Supervisors.

Unless otherwise permitted per these policies; alcoholic beverages are not permitted at any District owned facility or property at any time.

The District Manager reserves the right to authorize all programs and activities, including the number of participants, equipment and supplies usage, facility reservations, etc., at all Amenity Facilities, except usage and rental fees that have been established by the Board.

All members shall abide by and comply with all federal, state and local laws and ordinances while present at or utilizing the Amenity Facilities and shall ensure that any minor for whom they are responsible also complies with the same.

Loud, profane, obscene, or abusive language is absolutely prohibited.

Each member, as a condition of use of the Amenity Facilities, assumes sole responsibility for his or her person and property. The District and its contractors shall not be responsible for the loss or damage to any private property used or stored on or in any of the Amenity Facilities, whether in lockers or elsewhere.

No person shall remove from the room in which it is placed, or from any Amenity Facility, any property or fumiture belonging to the District or its contractors without proper authorization from the Disti-ict Manager or the Board. Members shall be liable for any property damage and/or personal injury at the Amenity Facilities, or at any activity or function operated, organized, ananged or sponsored by the HOA's, which is caused by the member or minor children. The District reserves the right to pursue any and all legal and equitable measures necessary to remedy any losses it suffers due to property damage or personal injury caused by a member or minor children.

Any member, who, in any manner, makes use of or accepts the use of any apparatus, appliance, facility, privilege or service whatsoever owned, leased or operated by the District, or who engages in any contest, game, function, exercise, competition or other activity operated, organized, ananged or sponsored by the HOA's, either on or off the Amenity Facilities' premises, shall do so at his or her own risk, and shall hold the District, the Board of Supervisors, District employees, District representatives, District contractors and District agents, harmless from any and all loss, cost, claim, injwy, damage or liability sustained or incuned by him or her, resulting there from and/or from any act of omission of the District, or their respective operators, supervisors, employees, contractors or agents. Any Patron shall have, owe, and perform the same obligation to

the District and their respective operators, supervisors, employees, representatives, contractors, and agents hereunder with respect to any loss, cost, claim, injury, damage or liability sustained or incuned by any member.

Should any party bound by these Policies bring suit against the District, the Board of Supervisors or staff, agents or employees of the District, or any Amenity Facility operator or its officers, employees, representatives, contractors or agents in connection with any event operated, organized, arranged or sponsored by the District or any other claim or matter in connection with any event operated, organized, arranged or sponsored by the District, and fail to obtain judgment therein against the District or the Amenity Facilities' operators, officers, employees, representatives, contractors or agents, said party bringing suit shall be liable to the prevailing party (i.e. the District, etc.) for all costs and expenses incmTed by it in the defense of such suit, including court costs and attorney's fees through all appellate proceedings.

Please note that the Amenity Facilities are unattended facilities. Members using the Amenity Facilities do so at their own risk.

If required, the game room can be utilized during Social Committee events if required.

Children under the age of twelve (12) must be accompanied by a member.

Smoking, the use of tobacco products, vaping, and the use of illegal drugs is not permitted at any time within the Amenity Facilities.

Social Committees may reserve the Amenity Center Clubhouse Room through the General Manager's office for various events, etc. for a maximum of :five (5) homs per event. The five (5) hour limitation can only be exceeded upon specific authorization from the Board. The maximum number of persons attending any event shall not exceed the maximum number allowed for any given Amenity Center area. Reservation of the Amenity Center Clubhouse Room is on a first come, first serve basis and is subject to approval by the General Manager. Upon application for use of the Amenity Center Clubhouse Room, Grune Room and/or Portico Area, the General Manager will detennine if the date/dates are available for use by a (resident-only) Social Committee event. The Social Committees will describe in writing what the event will include to the General Manager. (See Exhibit "A")

The Social Committee/s may not reserve the Amenity Center Clubhouse Room more than 12 times in any twelve (12) month period. The maximum number of persons attending any event shall not exceed the maximum number allowed in any Amenity Center area. Reservation of the Amenity Center Clubhouse areas is on a first come, first serve basis and is subject to approval by the General Manager and upon completion of the application (Exhibit "A") for use of the Amenity Center Clubhouse areas.

A refundable deposit in the amount established by District rule is required and will be returned after the function is complete provided there is no evidence of damage to the facility. (See Exhibit "A")

Additional Event Liability Insurance coverage in the amount of One Million Dollars ($1,000,000) will be required for all events that are approved to serve alcoholic beverages. Since these social events are sanctioned by the Single-Family Home and Townhome HOAs who currently have the required liability insurance no additional insurance will be required. (see Exhibit "A")

A refundable security deposit of $400.00 (or $500.00 with events including preauthorized alcohol shall be charged to the HOA making the reservation and shall be submitted to the General Manager's Office in the form of a separate personal check, cashier's check or money order. (which shall be made payable to the "Montecito Community Development District"). To receive a full refund of the deposit, (see Exhibit "A") plus adhere to the following:

I .Ensure that all garbage is removed and placed in the appropriate trash bins.
Remove all displays, favors, or remnants of the event. (No adhesives are pennitted on walls or windows.)
Wipe off and restore the furniture and other items to their original position.
Wipe off counters, tabletops, and sink areas.
Ensure that no damage has occurred to the Amenity Center Clubhouse Room and its smrnunding property and facilities used by members.

Exhibit A. CDD Facility Use for (Resident Only) Social Committee Events

Amenity Center Use Application- Social Committee Event Event Coordinator name	D SFH D TH
Date of the event: 	/	/	alternate date	/	I	
Starting and ending time of the event: 	 5 hr. Max Describe the event:

D Security Deposit $400 non-alcohol event. D $500 if alcohol is approved.
D Alcohol is allowed at this event. Insurance policy is included as an attachment. Security Deposit check/swill be held by the General Manager in the office safe. D Check number 	date 	
What facility space and equipment will be needed: --------

*Signed Event Coordinator: 	date	 Signed General Manager:	 date------
CDD Board	D Approved
D Disapproved Reason

District Manager	D	Approved
*See additional conditions next page.

Exhibit "A"

ADDITIONAL CONDITIONS

During an approved event the SC agrees to the following policies/rules:
□ The SC Coordinator and committee members agree that the maximum number of occupants as posted will not be exceeded during any event.
□ The five (5) hour maximum time limit includes setup, teardown, and
cleanup time.
□ No wet bathing suits, towels, or wet clothing are allowed in the space
being used for an event.

At the completion of an approved event conducted by the SC the requesting Coordinator assures the following will be adhered to:
Check List:
□ Ensure that all garbage is removed and placed in the appropriate trash bins.
□ Remove all displays, favors, or remnants of the event.
(No adhesives are permitted on walls or windows).
□ Wipe off and restore furniture and other items to their original position.
□ Wipe off counters, tabletops and sink area.
□ Ensure that no damage has occurred to the Amenity Center Clubhouse
Rooms and its surrounding property and facilities if used by members at this event.
I have read, and understand, and agree with the rules/ policies set forth in this document.
SC Coordinator initial ----

GENERAL MANAGER - AFTER EVENT INSPECTION
Event date: 	I	I	
I visually inspected the facility after the event.
D All was found to be, as agreed to, by the event SC Coordinator, therefore no follow-up is required. Submitted to the District Manager. Date 		/		/	
D I found the following condition/s and have discussed it with the event Social Committee coordinator:

D Follow-up is required by the District Manager and/or the Board of supervisors.
This completed discrepancy inspection form is being forwarded to the District Manager and to the CDD Board of Supervisors for their action.
Dated: 	/	/	
Signed: 	 Amenity Center General Manager

Montecito Community Development District

Discussion Regarding Roads

Montecito Community Development District

Don Bo, Inc.

4	

" ---------------D_o_n_B_o	.:_,_I_n_c_.	
concrete	contractor

Submitted To: Montecito COD Attn: Rich
Phone: 401-996-1273
Fax:
Email: wellman.rich@gmail.com

Project/ Job Name: Montecito Subdivision

Proposal

Dated: 11/21/2024

Description of work to be performed:

Remove and repour 34' of valley gutter.
/	Price. $2,550.00
	,.	_.,Remove and repour driveway entrance 148 sq ft.
Price. $2,664.00
Remove 11' section of wall and haul away.
Price. $2,500.00

$ 	

Owner to supply:	Grade+/- I/10th	 Access for concrete trucks Survey Bldg. Comer'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 om control. Owner to carry necessary insurance. Our employees are fully covered by Worker's Compensation insurance.
Authorized Signature:	IMi;  H	Date:
	
ACCEPTANCE OF PROPOSAL

Autho1ized Signature:		 Date: -------

Licensed • Insured Commercial • Residential

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

MONTECITO STREETS -Asphalt Repairs and Sealcoating Contractor Evaluations
SEAL COAT APPLICATION	
Contractor	Sealcoat material	No. of coats	Area	.Repairs	Area repairs	Down payment	Total cost	
Atlantic Southern	Coal Tar	2	266,118.0	10	445	40%	$  38,985.00	
All Brevard Asphalt	Coal Tar	2	276,097.0	9	427	40%	$  35,786.67	
Burton Asphalt and services	Polytar	2	257,472.0	8	341	30%	$  36,878.00	
Pothole Heroes	Polytar	2	259,821.0	10	376	40%	$  43,889.00	
Mill & Pave Proposals								
Atlantic Southern	Mill & Pave	n/a	266,118.0	n/a	445	40%	$ 520,325.00	
All Brevard Asphalt	Mill & Pave	n/a	276,097.0	n/a	427	40%	$ 350,000.00	
Burton Asphalt and services	Mill & Pave	n/a	257,472.0	n/a	341	30%	$ 454,000.00	
Contractor Info								
Atlantic Southern	Jeff Bishop	407-301-2149					
All Brevard Asphalt	Hunter Schmauss	321-514-1477						
Burton Asphalt and services	Julie Scott	321-693-9315						
Pothole Heroes	Carlos Rodriguez	954-636-0751						
Koch Irrigation & Drainage	Scott Koch	321-544-9040						

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ASPHALT REPAIR

239 Montecito Dr.
Palos Verde Dr. & Montecito Dr.
697 Palos Verde Dr.
657 Palos Verde Dr.
375 Point Lobos Dr.
737 Ventura Dr.

664 Misson Bay Dr. (drain)

129 Montecito Dr.
Mission Bay Dr. & Point Lobos

Montecito Community Development District

Burton Asphalt& Services

Make Checks Payable to Burton Asphalt and Services
447 Riverview Lane Melbourne Beach, FL 32951
+13215082153
info@burtonasphalt.com www.burtonasphalt.com
ESTIMATE / CONTRACT

ADDRESS
Montecito Community Development Association 208 Montecito Dr.
Satellite Beach, FL 32937

SHIP TO
Montecito Community Development Association 208 Montecito Dr.
Satellite Beach, FL 32937 COLD TAR SEALCOAT & STRIPE

ESTIMATE / 6183
CONTRACT #
DATE 10/28/2024

DESCRIPTION	AMOUNT

PREPARE 28,608 SQUARE YARDS OF PAVEMENT FOR SEALING. (UP TO 4 MOBILIZATIONS)
HEAVY OIL SPOTS WILL BE TREATED WITH A BONDING AGENT. APPLY FIRST COAT OF SEALER THAT MEETS OR EXCEEDS FEDERAL
SPECIFICATIONS WITH 3% LATEX ADDITIVE AND 3-5LBS OF SILICA SAND AS PER MANUFACTURER'S REQUIREMENTS MECHANICALLY AGITATED AND APPLIED AT A RATE OF 1/5TH OF A GALLON PER SQUARE YARD.
APPLY A SECOND SEPARATE COAT OF SEALER WITH SAND IN THE SAME QUANTITY AND PROPORTION AS THE FIRST COAT.
RESTRIPE THE PROPERTY ( AREAS ON ASPHALT) AS EXISTING WITH TRAFFIC PAINT (26 STOPBARS, 8 XWALKS, 5 ARROWS, 14 LINES, 1 H/C)
*NEW PAVEMENT WILL SCUFF AND MARK UNTIL IT HAS PROPERLY CURED.
* ROADS HAVE NOT BEEN SEALED TO DATE. BEST PRACTICE FOR SEALING IS 1 YEAR AFTER INSTALLATION OF ASPHALT AND EVERY 3-5 YEARS FOR MAINTENANCE. CONTRACTOR CAN NOT BE RESPONSIBLE FOR WEAR OF SEALCOAT. SEALCOAT WILL WEAR QUICKER IN AREAS OF HIGH TRAFFIC FLOW, STANDING WATER, OIL ON RAODWAY ETC.

21,456.00

2,548.00

Accepted By	Accepted Date

STRIPE

DESCRIPTION	AMOUNT

PREPARE 28,608 SQUARE YARDS OF PAVEMENT FOR SEALING. (UP TO 4 MOBILIZATIONS)
HEAVY OIL SPOTS WILL BE TREATED WITH A BONDING AGENT. APPLY FIRST COAT OF SEALER THAT MEETS OR EXCEEDS FEDERAL
SPECIFICATIONS WITH 3% LATEX ADDITIVE AND 3-5LBS OF SILICA SAND AS PER MANUFACTURER'S REQUIREMENTS MECHANICALLY AGITATED AND APPLIED AT A RATE OF 1/5TH OF A GALLON PER SQUARE YARD.
APPLY A SECOND SEPARATE COAT OF SEALER WITH SAND IN THE SAME QUANTITY AND PROPORTION AS THE FIRST COAT.
RESTRIPE THE PROPERTY ( AREAS ON ASPHALT) AS EXISTING WITH TRAFFIC PAINT (26 STOPBARS, 8 XWALKS, 5 ARROWS, 14 LINES, 1 H/C)
*NEW PAVEMENT WILL SCUFF AND MARK UNTIL IT HAS PROPERLY CURED.
* ROADS HAVE NOT BEEN SEALED TO DATE. BEST PRACTICE FOR SEALING IS 1 YEAR AFTER INSTALLATION OF ASPHALT AND EVERY 3-5 YEARS FOR MAINTENANCE. CONTRACTOR CAN NOT BE RESPONSIBLE FOR WEAR OF SEALCOAT. SEALCOAT WILL WEAR QUICKER IN AREAS OF HIGH TRAFFIC FLOW, STANDING WATER, OIL ON RAODWAY ETC.

34,330.00

2,548.00

Permit fees and any additional work required by the permit will be extra to the contract amount. Job-site will be barricaded during work. The contractor is not be responsible for person breaking through barricades, tracking of materials, damage to vehicles or persons trespassing in project areas. All irrigation must be turned -off during project. The contractor cannot work around vehicles or dumpster.
Additional rate increase applies for each additional mobilization requested over the written contract #. Management is responsible for towing when owners fail to comply with schedule. In the event of any litigation or other proceeding arising out of the agreement the prevailing party shall be entitled to collect its attorney's fees and all cost of litigation from the other party including appellate attorney's fees. Both parties agree by binding this contract, that Burton Asphalt

TOTAL	$36,878.00

Accepted By	Accepted Date

DESCRIPTION	AMOUNT

ASPHALT REPAIR - SKIN/SAW CUT AND PATCH 341 SQUARE FEET WITH HOT PLANT MIXED ASPHALT UP TO 1.5" THICKNESS (9 LOCATIONS AS IDENTIFIED WITH RICH WELLMAN - SEE ATTACHED MAP)
ASPHALT OVER AVERAGE 1.5" THICKNESS WILL BE CHARGED OVERAGE OF
$155 PER TON. ADDITIONAL SQUARE FOOTAGE IS BILLED AT RATE OF $7 PER SF.
CONCRETE REPAIR - REMOVE AND REPLACE 25 LF OF MIAMI CURB. (737 VENTURA)
HAUL AWAY DEBRIS.
*NEW PAVEMENT WILL SCUFF AND MARK UNTIL IT HAS PROPERLY CURED.
*THE CONTRACTOR CAN NOT GUARANTEE ELIMINATION OF STANDING WATER.
*CONTRACTOR IS NOT RESPONSIBLE FOR BASEWORK, FAULTY BASE OR SINKING ASPHALT.
*CONTRACTOR IS NOT RESPONSIBLE FOR WATERFLOW.

2,387.00

3,000.00

Permit fees and any additional work required by the permit will be extra to the contract amount. Job-site will be barricaded during work. The contractor is not be responsible for person breaking through barricades, tracking of materials, damage to vehicles or persons trespassing in project areas. All irrigation must be turned -off during project. The contractor cannot work around vehicles or dumpster.
Additional rate increase applies for each additional mobilization requested over the written contract #. Management is responsible for towing when owners fail to comply with schedule. In the event of any litigation or other proceeding arising out of the agreement the prevailing party shall be entitled to collect its attorney's fees and all cost of litigation from the other party including appellate attorney's fees. Both parties agree by binding this contract, that Burton Asphalt and Services is not responsible for any injuries because of any products used for this project.

TOTAL	$5,387.00

Accepted By	Accepted Date

ASPHALT REPAIR
239 Montecito Dr.
Palos Verde Dr. & Montecito Dr.
697 Palos Verde Dr.
657 Palos Verde Dr.
375 Point Lobos Dr.
737 Ventura Dr.
129 Montecito Dr.
664 Misson Bay Dr. (drain)
Mission Bay Dr. & Point Lobos

Montecito Community Development District

Atlantic Southern Paving and Sealcoating

Pavement Maintenance Proposal

Montecito Community Development District
Rich Wellman

Project:
Montecito Community Development District
208 Montecito Dr Satellite Beach, Florida 32937

Proposal: Montecito Community Development District

Page 1

Jeff S Bishop Account Manager

Proposal: Montecito Community Development District

Our Company

Company Info	Contact Person

Atlantic Southern Paving and Sealcoating 460 Cox Road
Cocoa, FL 32926
P: 321-256-4020
F: 954-581-0465
http://www.atlanticsouthernpaving.com

Jeff S Bishop Account Manager
jbishop@atlanticsouthernpaving.com Cell: 407-301-2149
Office 321-256-4020

About Us
We Solve Problems and Make Complicated Simple!
We understand that as a manager, owner or investor of properties all over the United States, you need a partner to develop a strategic plan that will preserve your investment for the long term for the least amount of money.
Atlantic Southern Paving & Sealcoating provides pavement design, maintenance & construction services to the commercial, recreational and industrial markets throughout the United States.
Please find the enclosed proposal and do not hesitate to call us with any questions. Watch a Video About Us: CLICK HERE
FDOT Certified Contractor

Contractor Note(s)

If the HOA has Gate Access Loops installed and any entrance/exit, please note that these will be cut during milling. It will be at the expense of the HOA to re-Install the Gate Loops

Mill and Pave
The area under consideration for milling comprises of approximately 273,500 square feet at an average depth of 1.5 inch(es).
The area under consideration for paving comprises of approximately 273,500 square feet.
All surfaces to be paved will be cleaned of all loose materials, dirt etc.
Sawcut or bump mill a 1" perimeter of asphalt around all edges to sidewalks, walkways, storm drain frames, manholes, etc, in areas to be overlaid.
Removal and disposal of all excavated material.
Apply a DOT approved tack coat to promote adhesion between existing asphalt base and the new pavement surface we are installing.
New Pavement Installation: Apply SP 9.5 hot mix asphalt compacted to an average of 1.5 inch(es).
Compaction: Rolling and compaction of asphalt using 3-5 ton Vibratory Roller.
Compaction: Rolling of entire new asphalt pavement with Rubber Tire Traffic Roller.
Car Stops: This proposal includes the setting aside and reinstalling 0 existing Car Stops. We will do everything possible not to damage any car stops, however if they are currently damaged moving them will cause possible future damage, of which will be an additional charge.
Barricading : All areas will be barricaded before, during and after the project. It is the owners responsibility to make sure all barricades remain effective after our crews leave the jobsite.
Mobilization(s): This project includes 1 mobilization(s).

Total Price: $516,975.00
Line Striping
STRIPING: Apply DOT approved latex paint, restriping the parking lot area as per the existing layout.
All work will be performed so that there is minimal interruption to your facility.

Total Price: $3,350.00

Site Map: Montecito Community Development District

Proposal: Montecito Community Development District

Map: Site Map

Notes:

Image

Notes:

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Notes:

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Notes:

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Notes:

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Notes:

Price Breakdown: Montecito Community Development District

Proposal: Montecito Community Development District

Please find the following breakdown of all services we have provided in this proposal. This proposal originated on October 31, 2024.

Item	Description		Cost	
1.	Mill and Pave		$516,975.00	
2.	Line Striping		$3,350.00	
		Total:	$520,325.00	

Authorization to Proceed & Contract
The above prices, specifications and conditions are hereby accepted. You are authorized to do the work as specified. Payment will be made as outlined. When signed, this document becomes a contract. E&OE
We understand that if any additional work is required different than what is stated in this proposal/contract, it must be in a new contract or added to this contract. The parties also acknowledge that the time for performance of the work may be impacted by market conditions beyond contractor’s control in which event the contract time shall be extended.
Please see all attachments for special conditions that may pertain to aspects of this project.
This price of this contract is based upon completion of the work within thirty days from the date hereof, thus the price is good for a period of up to 30 days from the date listed herein. If the work is not completed within thirty days, and the contractor experiences price increases for materials in excess of those upon which the price of this contract were based as of the date hereof, the contract price shall be increased by the amount of the documented price increase.

Acceptance
We agree to pay the total sum or balance in full upon completion of this project. 40% deposit upon contract.
(A signed proposal and deposit are required prior to scheduling of the work)

Date:

Rich Wellman | Board Member
Montecito Community Development District 208 Montecito Dr
Satellite Beach, FL 32937 wellman.rich@gmail.com C: 401-996-1273
O: 401-996-1273

Jeff S Bishop | Account Manager
Atlantic Southern Paving and Sealcoating 460 Cox Road
Cocoa, FL 32926
E: jbishop@atlanticsouthernpaving.com C: 407-301-2149
P: 321-256-4020
F: 954-581-0465
http://www.atlanticsouthernpaving.com

Additional Info: Montecito Community Development District

Proposal: Montecito Community Development District

Contract Terms & Conditions
The owner is responsible to notify all landscapers and garbage companies to not show on the area of work the day we are performing work. In the event of a reschedule due to unforeseen conditions, you are required to let all service providers know about the change.
90% of contract amount and change orders must be paid prior to completing punch list items and/or any changes for additional work required by cities or municipalities.
It is understood and agreed that all work is performed “weather permitting”.
Towing fees, if necessary, billed as actual. Any vehicles left in the construction area at commencement of the work will be relocated on site and billed to the Owner/Authorized Agent
Permit fees billed as actual. Processing fees billed in addition to the cost of permit: $800.00
This proposal does not include the cost of permit fees, inspection fees or impact fees which may be required from the various agencies or municipalities having jurisdiction. If Owner/Authorized Agent directs this work to be completed without required permitting, all costs including, but not limited to, fees, expediting and fines are the responsibility of the Owner/Authorized Agent.
Change orders, additions or extras requested by Owner, Contractor or Municipality will be invoiced as an addition to the contract and shall not delay payment of the original contract sum. All Change Orders must be approved and signed by Management/Board President/Building Owner (whichever applies.)
Atlantic Southern Paving & Sealcoating, LLC will not be responsible for paint adhesion to curb, car stops and previously painted concrete that have not been pressured cleaned.
Cannot guarantee sealcoat longevity where there is standing water. Cracks in pavement will still be noticeable after sealcoating. Tire turning marks will be visible at first, but will disappear over time.
Line Striping: If there are existing car stops on the property, the new line striping of the parking stalls will not be installed beyond the car stop(s) unless they are removed. The striping machine cannot fit between the car stops. If you would like the existing car stops removed during the striping phase, there will be additional costs associated with this scope of work. It is the owner's responsibility to inform ASP if this is desired prior to commencement of the project.
Asphalt Repairs/Paving: If the actual asphalt is determined to be thicker than the proposed depth once the area(s) are excavated, ASP will provide photo documentation showing the additional depth and a change order will be sent to ownership for the additional material.
Additional mobilization(s) to be billed at $2,500 each for Asphalt Repairs . This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing.
Additional mobilization(s) to be billed at $2,500 each for Sealcoating. This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing.
Additional mobilization(s) to be billed at $5,000 each for Paving. This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing. Atlantic Southern Paving will provide a schedule to be approved by Owner prior to any additional mobilizations
If ASP is performing milling and/or paving, the customer acknowledges that this work will not result in new elevations/grades. This means that any existing ponding water will not be rectified by performing this scope of work. It is the owner's responsibility to notify the account manager if there is ponding water. The only method to improve standing water is to perform additional rock and grading work which will be an additional cost.
Atlantic Southern Paving & Sealcoating, LLC cannot guarantee 100% drainage in areas where the design grade is less than 1% fall.
ATLANTIC SOUTHERN PAVING & SEALCOATING, LLC will not accept responsibility for reflective cracking of new asphalt overlay due to the cracked condition of the existing asphalt pavement.
Owner agrees to pay asphalt over-runs at $175.00 per ton.

Proposal: Montecito Community Development District

Pricing does not include asphalt leveling unless stated otherwise in the original scope of work. Owners agrees to leveling at $205.00 per ton
Crack Sealing : Hairline cracks, alligatored or spider web cracks or other failing asphalt areas cannot and will not be crack sealed. Crack sealing is designed to keep water out, not in, so ground water is subject to seep from wet areas.
All underground utilities including electrical, plumbing and irrigation lines if damaged or broken are the responsibilityof the owner and not Atlantic Southern paving. If Atlantic Southern Paving needs to repair damages, the costs will be billed to the owner as a change order.
Atlantic Southern Paving and Sealcoating, LLC will not be responsible for trafficking, paint tracking or damage to cars or persons trespassing in designated construction areas.
Plans, engineering, layout, testing, bonds and as-builts by others.
The prices used in this proposal are based on the condition that all work quoted will be accepted in total.
This proposal, including all terms and conditions, shall become a legally binding attachment to any contract entered into between Atlantic Southern Paving & Sealcoating, LLC and the financially responsible company for which the work will be performed.
In the event of a dispute regarding this contract, the prevailing party agrees to pay reasonable attorney fees, collection costs and all related costs incurred until such dispute is settled.
Atlantic Southern Paving & Sealcoating, LLC will add a 1½% finance charge to any unpaid proper invoice past due at least (30) thirty days.
This proposal is based on work being completed during the hours of 8:00AM and 5:00PM, Monday through Thursday, excluding Friday, holidays and weekends.
Asphalt Price Index: Proposal is based on the current price of liquid asphalt. If there is a price increase in liquid asphalt, there will be additional charge for the difference.
No warranties are honored unless payment is made in full. Atlantic Southern Paving and Sealcoating will provide a one year warranty, starting on the last day of substantial completion, on materials and workmanship. Normal wear and tear is not covered under this warranty.

Sealcoating Commercial | Owners Resp & Conditions
Barricaded Parking Lot: It is vital that all vehicles are removed from our area of work no later than 7:15 am, unless otherwise agreed. As you can imagine, our project costs are based on the property having all cars, people and objects off the area of work. Tow Trucks need to be arranged 5 days prior to the start of any work and must be on call to remove cars from the scheduled work zone. If any cars are left on the area of work, we cannot be held responsible for any damage to the vehicles. There will be additional costs if we are unable to access the work area billed at a minimum of ($1500 for Sealcoating)
Cleaning: Customer is responsible for any “heavy cleaning”; otherwise Atlantic Southern Paving & Sealcoating, LLC will bill for this additional cleaning.
Cracking: cracks in pavement will still be noticeable after Sealcoating
Lawn Fertilization: should not be installed seven days before or after service.
Rain: If it's raining the day of scheduled service, assume we aren't coming and we will contact you to reschedule as soon as possible. If it rains after our installation, please contact your representative. We monitor the weather closely and can generally predict this very well. In the event that an unexpected storm happens, we will touch up any areas where sealer has not bonded.
Sprinklers: should be off 24 hours prior until 48 hours after service. Avoid lawn cutting during this same period of time. The surface must be dry for our arrival. Areas where the newly sealed pavement is wet may wear prematurely.
Pavement Sealer: will take a minimum of 30 days to fully cure and is sensitive to animal droppings, tree droppings; water stains from irrigation systems, ponding water & tire markings during this time. This is normal and no reason to be concerned, it will fade over time. Areas of shade will take longer to dry and cure then areas in the direct sunlight.
Driving on Surface: Once you start driving on sealed surface, avoid turning your wheels unless your car is moving. We understand this may be difficult to do, but understand that when wheels are turned on a freshly sealed parking lot, scuffing and turn marks wil be evident, no worries in time they will blend in with surrounding surface.
Overspray on Grass: where grass meets your pavement, you may expect a small “drift spray” of pavement sealer.

Proposal: Montecito Community Development District

This is normal and will disappear generally after the next mowing.
Weeds: It is important to note that we have proposed all work at the time of the assessment. If you decide to do work 3 months after we look at the project, if your parking area has developed excessive weeds in the cracked areas as well as the edge lines for any reason, there may be additional costs for treatment & removal.

Paving Commercial | Owner Responsibility & Conditions
Barricaded Parking Lot: It is vital that all vehicles are removed from our area of work no later than 7:15 am, unless otherwise agreed. As you can imagine, our project costs are based on the property having all cars, people and objects off the area of work. Tow Trucks need to be arranged 5 days prior to the start of any work and must be on call to remove cars from the scheduled work zone. If any cars are left on the area of work, we cannot be held responsible for any damage to the vehicles. There will be additional costs if we are unable to access the work area billed at a minimum of ($5,000 for Paving)
Site Services: The property is responsible to notify all landscapers and garbage companies to not show on the area of work the day we are performing work. In the event of a reschedule due to unforseen conditions, you are required to let all service providors know about the change.
Rain: If it's raining the day of scheduled service, assume we aren't coming and we will contact you to reschedule as soon as possible. If it rains after our installation, please contact your representative. We monitor the weather closely and can generally predict this very well. In the event that an unexpected storm happens, we will touch up any areas where sealer has not bonded.
Sprinklers: should be off 24 hours prior until 48 hours after service. Avoid lawn cutting during this same period of time. The surface must be dry for our arrival. Areas where the newly sealed pavement is wet may wear prematurely.
Drainage: Atlantic Southern Paving and Sealcoating cannot guarantee 100% drainage in areas where the design grade is less than 1% fall.
Asphalt Over-Runs: will be billed to owner at $175.00 per ton.
Pricing does not include asphalt leveling unless stated otherwise in the original scope of work. Owners agrees to leveling at $205.00 per ton.
Reflective Cracking: Atlantic Southern Paving and Sealcoating will not accept responsibility for reflective cracking of new asphalt overlay due to the cracked condition of the existing asphalt pavement
Asphalt Price Index: Proposal is based on the current price of liquid asphalt. If there is a price increase in liquid asphalt, there will be additional charge for the difference.
De-mucking and removal of unsuitable materials not included.
Driving on Surface: Once you start driving on paved/sealed surface, avoid turning your wheels unless your car is moving. We understand this may be difficult to do, but understand that when wheels are turned on a freshly paved/sealed asphalt surface, scuffing and turn marks wil be evident, no worries in time they will blend in with surrounding surface.

Attachments

Proposal: Montecito Community Development District

Please click any of the links below to view and print all documents.

Company Attachments
COI 2024

Montecito Community Development District

All Brevard Asphalt LLC

Milling and Paving Proposal

Project:
Montecito
Satellite Beach Fl 32937

Your Pavement Contractor

Company Info	Contact Person
All Brevard Asphalt, LLC	Hunter Schmauss, Owner Allbrevardasphalt@gmail.com		P:(321)514-1477
Allbrevardasphalt.com

Milling
The area under consideration comprises 276,097 square feet.
Mill: 1 inch deep.
Clean: debris and prep area for new asphalt.

Asphalt Paving
The area under consideration comprises 276,097 square feet of milled asphalt.
Pavement Installation: Apply DOT approved tack to promote adhesion between existing asphalt and new asphalt.
Pavement Installation: Apply DOT approved hot mix asphalt compacted to an average of 1inch.
Compaction: using a 3 ton Vibratory Roller.
Barricading: All areas will be barricaded before, during and after the project. It is the owner’s responsibility to make sure all barricades remain effective after our crews leave the jobsite.

Line Striping Detailed
All work will be performed so that there is minimal interruption to your facility.
STRIPING: Apply DOT approved thermo, restriping the crosswalk and stop bar area as per the existing layout.
No Parking
Barricading: All areas will be barricaded before, during and after the project. It is the owner's responsibility to make sure all barricades remain effective after our crews leave the jobsite.

Price Estimate:

Please find the following breakdown of all services we have provided in this proposal.

Item Description Cost:
Asphalt/Material Included
Milling Included
Striping Included
Equipment Included
Trucking/Transportation Included
Labor Included

Total: $350,000.00

Acceptance
We agree to pay the total sum or balance in full upon completion of this project. 50% deposit upon contract ($175,000.00).
(A signed proposal and deposit are required prior to scheduling of the work) Date: 11/04/2024

Authorization to Proceed & Contract
The above prices, specifications and conditions are hereby accepted. You are authorized to do the work as specified. Payment will be made as outlined. When signed, this document becomes a contract. E&OE
We understand that if any additional work is required different than what is stated in this proposal/contract, it must be in a new contract or added to this contract. The parties also acknowledge that the time for performance of the work may be impacted by market conditions beyond contractor’s control in which event the contract time shall be extended.
Please see all attachments for special conditions that may pertain to aspects of this project.
The price of this contract is based upon completion of the work within thirty days from the date hereof, thus the price is good for a period of up to 30 days from the date listed herein. If the work is not completed within thirty days, and the contractor experiences price increases for materials in excess of those upon which the price of this contract were based as of the date hereof, the contract price shall be increased by the amount of the documented price increase.

Customer Information:			Contractor Information: Print:		Signed : 11/04/2024 1:00 PM
Hunter Schmauss | Owner
Sign:			All Brevard Asphalt LLC E: Allbrevardasphalt@gmail.com
Date:		W: Allbrevardasphalt.com
C: (321)514-1477

Contract Terms & Conditions
The owner is responsible to notify all landscapers and garbage companies to not show on the area of work the day we are performing work. In the event of a reschedule due to unforeseen conditions, you are required to let all service providers know about the change.
90% of contract amount and change orders must be paid prior to completing punch list items and/or any changes for additional work required by cities or municipalities.
It is understood and agreed that all work is performed “weather permitting”.
Towing fees, if necessary, billed as actual. Any vehicles left in the construction area at commencement of the

work will be relocated on site and billed to the Owner/Authorized Agent
Permit fees billed as actual. Processing fees billed in addition to the cost of permit: $500.00
This proposal does not include the cost of permit fees, inspection fees or impact fees which may be required from the various agencies or municipalities having jurisdiction. If the Owner/Authorized Agent directs this work to be completed without required permitting, all costs including, but not limited to, fees, expediting and fines are the responsibility of the Owner/Authorized Agent.
Change orders, additions or extras requested by Owner, Contractor or Municipality will be invoiced as an addition to the contract and shall not delay payment of the original contract sum. All Change Orders must be approved and signed by Management/Board President/Building Owner (whichever applies.)
All Brevard Asphalt, LLC will not be responsible for paint adhesion to car stops that have not been pressured cleaned.
Cannot guarantee sealcoat longevity where there is standing water. Cracks in pavement will still be noticeable after sealcoating. Tire turning marks will be visible at first, but will disappear over time.
Line Striping: If there are existing car stops on the property, the new line striping of the parking stalls will not be installed beyond the car stop(s) unless they are removed. The striping machine cannot fit between the car stops. If you would like the existing car stops removed during the striping phase, there will be additional costs associated with this scope of work. It is the owner's responsibility to inform ABA if this is desired prior to commencement of the project.
Asphalt Repairs/Paving: If the actual asphalt is determined to be thicker than the proposed depth once the area(s) are excavated, ABA will provide photo documentation showing the additional depth and a change order will be sent to ownership for the additional material.
Additional mobilization(s) to be billed at $2000 each for Asphalt Repairs. This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing.
Additional mobilization(s) to be billed at $500 each for Sealcoating. This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing.
	Additional mobilization(s) to be billed at $500 each for Concrete Services. This charge may be billed due to, but not limited to: site unavailability for commencement of the work due to vehicles encroaching on the work area, change of schedule by Owner/Authorized Agent without prior consent of contractor or repairs to work caused by trespassing.
All Brevard Asphalt, LLC cannot guarantee 100% drainage in areas where the design grade is less than 1% fall.
All underground utilities including electrical, plumbing and irrigation lines if damaged or broken are the responsibility of the owner and not All Brevard Asphalt, unless proper surveys are done prior to digging or cutting. If All Brevard Asphalt needs to repair damages, the costs will be billed to the owner as a change order.
All Brevard Asphalt, LLC will not be responsible for trafficking, paint tracking or damage to cars or persons trespassing in designated construction areas.
The prices used in this proposal are based on the condition that all work quoted will be accepted in total.
This proposal, including all terms and conditions, shall become a legally binding attachment to any contract entered into between All Brevard Asphalt, LLC and the financially responsible company for which the work will be performed.

Paving Commercial | Owner Responsibility & Conditions
Barricaded Parking Lot: It is vital that all vehicles are removed from our area of work no later than 7:15 am, unless otherwise agreed. As you can imagine, our project costs are based on the property having all cars, people and objects off the area of work. Tow Trucks need to be arranged 5 days prior to the start of any work and must be on call to remove cars from the scheduled work zone. If any cars are left in the area of work, we cannot be held responsible for any damage to the vehicles. There will be additional costs if we are unable to access the work area billed at a minimum of ($2,000 for Paving)
Site Services: The property is responsible to notify all landscapers and garbage companies to not show on the area of work the day we are performing work. In the event of a reschedule due to unforeseen conditions, you are required to let all service providers know about the change.
Rain: If it's raining the day of scheduled service, assume we aren't coming and we will contact you to reschedule

as soon as possible. If it rains after our installation, please contact your representative. We monitor the weather closely and can generally predict this very well. In the event that an unexpected storm happens, we will touch up any areas where the sealer has not bonded.
Sprinklers: should be off 24 hours prior until 48 hours after service. Avoid lawn cutting during this same period of time. The surface must be dry for our arrival. Areas where the newly sealed pavement is wet may wear prematurely.
Drainage: All Brevard Asphalt cannot guarantee 100% drainage in areas where the design grade is less than 1% fall.
Driving on Surface: Once you start driving on paved/sealed surface, avoid turning your wheels unless your car is moving. We understand this may be difficult to do, but understand that when wheels are turned on a freshly paved/sealed asphalt surface, scuffing and turn marks will be evident, no worries in time they will blend in with the surrounding surface.
Line Striping & ADA Conditions
Barricaded Parking Lot: It is vital that all vehicles are removed from our area of work no later than 7:15 am, unless otherwise agreed. As you can imagine, our project costs are based on the property having all cars, people and objects off the area of work. Tow Trucks need to be arranged 5 days prior to the start of any work and must be on call to remove cars from the scheduled work zone. If any cars are left in the area of work, we cannot be held responsible for any damage to the vehicles. There will be additional costs if we are unable to access the work area billed at a minimum of ($1000 for Striping)
Line striping will match all existing pavement markings unless approved changes are made by owner(s) or an authorized owner’s representative.
THE DISABLED PARKING STALLS ARE BEING RESTRIPED AS THEY PRESENTLY EXIST. THIS CONTRACTOR MAKES NO CLAIM THAT THEY WILL MEET LOCAL, STATE AND FEDERAL REQUIREMENTS FOR DISABLED PARKING.
All Brevard Asphalt is not responsible for any tracking of paint caused by any vehicles and/or pedestrians if the barricades are moved prematurely or without authorization.

Montecito Community Development District

Pothole Heroes

Client Information:

Rich Wellman
wellman.rich@gmail.com Montecito CDD
(401) 996-1273

Project #24FLORL00201222P

Job site Information:
Montecito

208 Montecito Drive Satellite Beach, FL, 32937

Introduction

HERE AT POTHOLE HEROES, OUR CUSTOMERS ARE OUR NUMBER ONE PRIORITY.

Your customers' first impression should be one of quality and professionalism; an uneven and unattended lot can quickly lead to trip hazards, potholes, or other dangers that not only damage cars but also create liability
— in terms of both your finances and your reputation.

Here at Pothole Heroes, we understand the importance of maintaining a good first impression and helping clients optimize the longevity of their parking lot assets. Thus, we can provide you with an asphalt maintenance solution that both reflects immediate financial savings and contributes to long-term asphalt preservation. Let us bring in our experienced team to give you peace of mind, thereby allowing you to focus on what matters most: your own business operations. Our mission is simple — we want to partner with you for success by providing top-quality, sustainable solutions at competitive costs.

1

Services Suggested

Concrete Valley Curb Repair (Blue): 1 locations, up to 35 LF
Remove existing valley gutter where required for new gutter to be installed.
Trim surface roots, as needed.
Place forms for new concrete gutter, as required.
Pour new gutter using 3000 PSI concrete.
Apply a broom finish to new concrete surfaces.
Strip and remove forms after new concrete has set.
Haul away any related debris.

Concrete Slab Replacement (Blue): In 1 location, up to 154 Square Feet
Sawcut existing concrete and remove damaged sections.
Sawcut and remove any surface tree roots as necessary.
Place forms for new concrete sidewalk at depth notated below.
Pour new sidewalks using 3000 PSI concrete with rebar and dowel into adjacent concrete.
The concrete will be floated, troweled, control joints scored, broom-finished and expansion joints will be installed as required.
Strip away and remove forms then haul away any related debris.

*This is for (6) inch thick concrete

Concrete Subgroup Total	$8,408.00

Asphalt Repair (Red): 10 locations; up to 376 Sq. Ft.
Saw cut where required and clean areas to be patched
Tack areas with DOT-approved primer Tack as needed
Install hot plant mixed asphalt type S-3
Compact areas with vibratory compaction device
Remove any related debris

Asphalt Repair Subgroup Total	$2,142.00

Standard Sealcoating (Yellow): 2 coat sprays in 6 Mobilizations up to 259,821 Sq. Ft.
Secure area with cones and barricades as needed
Clean the entire asphalt area being sealed
Apply sand to brick pavers to help reduce risk of tracking.
Treat oil spots with primer as needed
Cut in areas as needed by squeegee application
Apply by spray the first coat of asphalt emulsion sealer as per the manufacturer's specifications
Apply by spray a second coat of asphalt emulsion sealer

Sealcoat Subgroup Total	$34,427.00

Striping (Yellow):
Stripe to existing layout using DOT- approved latex white, yellow, and/or blue paint to match what was previously existing to include: Stop Bars, Crosswalks, Stall Lines, Handicap Stall, Arrows and Hashout Area.
*Project bid with typical industry standards. City specifications, permit, and code requirements are subject to change.

*To be completed after sealcoating is complete (dry time is less than 10 min)

Standard Striping Total	$1,946.00

OPTION: En Lieu of Using Federal Grade Sealer
*Matching Scope of Baytree & Lakeside Landings CDD

Premium Sealcoating: 1 coat unused squeegee, 1 coat spray; In 6 mobilizations; Up to 259,821 Sq. Ft.
Secure area with cones and barricades as needed
Clean the entire asphalt area being sealed
Treat oil spots with primer as needed
Applied by squeegee, the first coat of polymer modified sealer as per the manufacturer's specifications with a Squeegee Machine.
Apply by spray a second coat of polymer modified sealer

*Highly recommend sealing using a squeegee/spray application as the asphalt is very porous and will absorb sealer.

Additional Cost for Polytar Sealer	$9,462.00

*Please verify if this is the desired product, updated proposal total to be sent over.

	

Product Overview

GemSeal® PolyTar®
GemSeal PolyTar is an exceptionally high-performing polymer modified refined tar pavement sealer. PolyTar is the first pavement sealer to incorporate elasticity and flexibility
through proprietary binder polymerization. This market-leading formula improves fuel resistance, provides stronger surface adhesion, and offers better cohesion for twice the durability and wear resistance of conventional pavement sealers. It
has been trusted and used by experienced contractors for more than 30 years.

LONG LASTING
Manufactured with proprietary polymers and processes for exceptional durability
Tensile strength and elasticity surpasses all other sealers
Extends life expectancy per application vs. standard coatings

SAVVY SOLUTION
Polymerized formula averages 30% ROI
Requires fewer applications than standard sealcoat
-Less downtime and increased revenue
-Lower maintenance and mobilization fees
No need to add latex, saving material and labor costs
Black color makes striping stand out, enhancing driver safety

VERSATILE
Maintains flexibility and adhesion in wide temperature range
Reduced tracking even in high temperatures
Ideal for high-traffic asphalt parking lots, airfields, and driveways
Widely available

SAFE & EASY TO USE
Lab tested to ensure every gallon meets ASTM specs
Requires less mixing time and is easy to apply
Meets or exceeds ASTM D3320, ASTM D490, ASTM D3423, ASTM D2939, ASTM D4866, and AASHTO TP5-97

gemsealproducts.com

GemSeal manufactures, supplies, and specifies pavement preservation products nationwide including sealers and additives, lot marking paints, crack sealants, pothole patches, primers, tools, and equipment. For over 60 years, we have been defined by our products, value, delivery, and customer support. We guarantee exacting quality control and consistent results on every jobsite nationwide.

©2018 GemSeal Pavement Products.
All Rights Reserved.	For information, contact: (866) 264-8273 • gemsealproducts.com • Pavement is Our Passion!®

Let's Work Together

This Agreement, together with the following Attachments, constitute the entire agreement between the parties with respect to the subject matter hereof, and as of the date this Agreement is executed by both Parties, shall supersede any previous agreements or understandings, written or oral, between the Parties. All modifications to the applicable Compensation arrangement shall be in writing and signed by both Parties and shall not supersede the terms of this Agreement. This proposal pricing is valid for 30 days from the date sent.

Total price including any selected options: $46,923.00
Pricing Valid for 30 days from date above Payment Terms:
40% Deposit, 50% Upon Substantial Completion & 10% Upon Final

Carlos Rodriguez Pothole Heroes

Rich Wellman Montecito CDD

We look forward to working with you!

Billing Information Required :

Preferred Date for work to start (Please Note: Date is not Guaranteed)

Terms and Conditions:

BEFORE WE START WORK

Pothole Heroes' needs suitable access to the work area unless it is dependent upon or in conjunction with the work of others. In that case, such work shall be performed and completed before arrival so that Pothole Heroes can work uninterrupted in a single shift operation.
Unless otherwise agreed, all vehicles must be removed from the work area no later than 7:15 am to deliver the project work on schedule.
Tow Trucks need to be arranged five days before starting work and must be on call to remove cars from the scheduled work zone as necessary.
The Customer is financially responsible for towing services and any created delays. If any cars are left in the area of work, Pothole Heroes cannot be held responsible for any damage to the vehicle.
Pothole Heroes will not be responsible for persons entering the work area, tracking materials or paint, or any damages to cars or persons trespassing in the designated areas.
Existing asphalt or concrete cracks with vegetation growing in them should be prepared with several weed killer treatments before Pothole Heroes' arrival.
The sprinkler system should be turned off 24 hours before the commencement of your project and stay off 48 hours after completion of the project. The surface must be dry for our arrival as areas where the newly sealed pavement is wet may wear prematurely.
Suspend lawn cutting during the work period.
Please ensure street sweepers are cancelled during the sealcoating projects and should not be used on newly sealcoated areas.
Dumpsters in the scheduled area must be removed or moved to another location. Dumpsters not moved will be subject to additional fees.

CUSTOMER EXPECTATIONS

New pavement is susceptible to scuffing and marks until it has properly cured.
Large cracks in the existing asphalt may reflect through the new asphalt in time.
There will be tire' tracking’-this cannot be avoided, but the tracking marks will disappear in time.
The asphalt surface placed on this project will not have the finish and look of a sealcoat application. If a sealcoat is desired later, Pothole Heroes will be happy to quote you separately.
Sealcoating is not a crack filler. All existing cracks in the pavement will still be visible after sealcoating.
Pothole Heroes cannot guarantee the elimination of standing water.

CONTRACT TERMS AND CONDITIONS

Our proposals are limited to included items only. Anything not explicitly contained is excluded from the contract.
Any alteration or deviation from proposal specifications involving extra costs will be executed only upon written orders and will become an additional charge over and above the estimate.
The proposal or contract provided, including all stated terms and conditions, shall become a legally binding attachment to any contract entered between Pothole Heroes and the financially responsible company for which the work will be performed.
All deposits are non-refundable upon cancellation of the contract by the client for any reason.

4

Pothole Heroes recommends a Civil Engineer be retained for ADA upgrades. As such, Pothole Heroes makes no claim that ADA upgrades will meet any/all local, state, and federal guidelines on ADA compliance.
For projects requiring city or county permits, Pothole Heroes will coordinate the process and charge an Actual Permit & Procurement Fee of $495.00 per permit, plus the actual cost of the permit(s).
Any additional work required by the permit(s) will be extra to the contract amount.
Any work performed by Pothole Heroes which work is on public property, the(Client/Owner) agrees and understands that the project property it owns shall be charged with all indebtedness hereunder.
In the event of any litigation or other proceeding arising out of this agreement, the prevailing party shall be entitled to collect its attorneys' fees and all costs of litigation from the other party, including appellate attorneys' fees.
All accounts past due will incur a finance charge of 18% per annum.
Pothole Heroes reserves the right to withdraw the proposal at any time before the commencement of work should material price fluctuations rise significantly.
Any additional mobilizations for Paving will be billed at a rate of $5,500.00 each. Any additional mobilizations for Sealcoating will be billed at a rate of $1,750.00 each.
Delays to Pothole Heroes of a Maintenance Crew shall be paid at a rate of $200.00 per half hour, and delays to Pothole Heroes of a Paving and/or Milling Crew shall be paid at a rate of $350.00 per half hour by the Customer.
Any broken car stops will be replaced at an additional cost of $60.00 each.
There will be a charge of $47.50 above the Contract amount to dispose of used materials at an approved environmentally compliant waste facility.
Reflective Pavement Markers (RPMs) are excluded from the warranty.
Any additional reflective pavement markers required by city code will incur a charge of $10.00 each added to the contract amount.
Pothole Heroes will not be responsible for damage to grass, sod, irrigation, or any other underground utilities.
Excavated materials will be left in the islands/landscaped areas.
Pothole Heroes will not be responsible for unforeseen conditions that arise; they may result in additional costs to the Customer.
Pothole Heroes guarantees its' sealer products against peeling or flaking of stable asphalt for (1) year, excluding normal wear and tear.
Newly seal-coated areas will be barricaded for 24-48 hours after project completion. It is the Customer's responsibility to keep the site clear to allow proper curing of the material. Failure to do so will void any warranty.
Pothole Heroes guarantees all workmanship and materials for up to (1) year, excluding normal wear and tear. The warranty starts at the conclusion of work and is not valid until payment has been made in full.

I have read and accept these terms and conditions:

Rich Wellman Montecito CDD

Montecito Community Development District

Ratification of Payment Authorization No.2

Montecito CDD
Payment Authorization #2

MONTECITO
COMMUNITY DEVELOPMENT DISTRICT

Payment Authorization #2
11/27/2024

Item	Payee	General
No.	Invoice	Fund

1	Brevard Pools, Inc.
November Pool Maintenance	

225207	

$	938.00	
Stenner Pump Repair	226069	200.00	
2	Coverall North America
November Cleaning Service	
1580045025	
$	650.00	
3	Culpepper & Terpening
Engineering Services Through 09/30/2024	
100476	
$	1,457.50	
4	Florida Door Control of Orlando
Vehicle Entry/Exit Gate Repairs	
1084034	
$	430.00	
5	FPL (paid online)
140 Clemente Dr #Pump	
Acct: 15698-02240	
$	324.38	
654 Mission Bay Dr #Gate	Acct: 81750-88205	345.38	
6	Gannett Florida LocaliQ
Legal Ad on 10/21/2024 (Ad: 10661087)	
6748013	
$	208.46	
7	Gault Electric
Replacement Playground Lamps	
09-16106	
$	801.20	
8	Modern Security Systems
Installation: DVR Security System	
06324	
$	1,224.00	
9	PFM Group Consulting
November DM Fee	
DM-11-2024-34	
$	4,166.67	
October Postage	OE-EXP-11-2024-20	614.88	
10	ProGreen Services
Irrigation Repairs 10/29/2024	
23242	
$	410.02	
Irrigation Repairs 10/30/2024	23238	554.78	
Irrigation Repairs 10/30/2024	23237	395.00	
Irrigation Repairs 11/11/2024	23232	579.62	
Irrigation Repairs 11/13/2024	23230	231.53	
Irrigation Repairs 11/13/2024	23231	564.27	
Irrigation Repairs 11/13/2024	23241	566.35	
Irrigation Repairs 11/20/2024	23227	704.13	
Irrigation Repairs 11/19/2024	23228	476.80	
Irrigation Repairs 11/19/2024	23229	165.50	

Montecito CDD
c/o PFM Group Consulting
3501 Quadrangle Boulevard, Ste. 270
Orlando, FL 32817
MontejanoR@pfm.com // (407) 723-5951

MONTECITO
COMMUNITY DEVELOPMENT DISTRICT

Payment Authorization #2
11/27/2024

Item
No.	Payee	
Invoice	General
Fund	

11	
Sonitrol of Tallahassee
October Security Services	

554960	

$	588.55	
	November Security Services	559804	588.55	
		563238	59.00	
12	Supervisor Fees (11/13/2024 Meeting)
Ed Henson	
2024.11.13	
$	200.00	
	Catherine LeCesne	2024.11.13	200.00	
	Tanja Glynn	2024.11.13	200.00	
	Rich Wellman	2024.11.13	200.00	
		
TOTAL	
$	18,044.57	

District Manager / Assistant District Manager	Chairman / Vice Chairman

Montecito CDD
c/o PFM Group Consulting
3501 Quadrangle Boulevard, Ste. 270
Orlando, FL 32817
MontejanoR@pfm.com // (407) 723-5951

Brevard Pools, Inc.
128 Sixth Avenue
Indialantic, FL 32903
p: 321-723-7074
f: 321-728-4221

Montecito CDD 208 Montecito Dr
Satellite Beach, FL 32937

Ship To

PFM Group Consulting LLC C/O Montecito CDD
3501 Quadrangle Blvd. #270
Orlando, Fl 32817 Attn: Rick Montejano

Bill To

Barb@brevardpools.com www.brevardpools.com

Invoice

Date	Invoice #	
11/1/2024	225207	

	P.O. No.	Terms	Account #	
		Due on receipt	4175P	
Quantity	Description	Rate	Amount	
	November maintenance.	938.00	938.00	
	Subtotal	$938.00	
	Sales Tax (6.0%)	$0.00	
All charges are due upon receipt. Any amount not paid within 30 days is subject to a late charge of 1.5%. If you have any questions please call 321-723-7074 or email barb@brevardpools.com. Thank you for your patronage.		
	
Total	$938.00	

Brevard Pools, Inc.
128 Sixth Avenue
Indialantic, FL 32903
p: 321-723-7074
f: 321-728-4221

Montecito CDD 208 Montecito Dr
Satellite Beach, FL 32937

Ship To

PFM Group Consulting LLC C/O Montecito CDD
3501 Quadrangle Blvd. #270
Orlando, Fl 32817 Attn: Rick Montejano

Bill To

Barb@brevardpools.com www.brevardpools.com

Invoice

Date	Invoice #	
11/21/2024	226069	

	P.O. No.	Terms	Account #	
		Due on receipt	4175P	
Quantity	Description	Rate	Amount	
1	REBUILT ACID STENNER PUMP
RESOLUTION: INSTALLED NEW UPPER HEAD ASSEMBLY AND SHAFT	0.00	0.00	
1	Rebuilt PH Stenner Pump	200.00	200.00	
				
	Subtotal	$200.00	
	Sales Tax (7.0%)	$0.00	
All charges are due upon receipt. Any amount not paid within 30 days is subject to a late charge of 1.5%. If you have any questions please call 321-723-7074 or email barb@brevardpools.com. Thank you for your patronage.		
	
Total	$200.00	

Orlando Support Center 601 S. Lake Destiny Road Suite 165
Maitland FL 32751
407-875-0121

0
 Montecito CDD
Special District Services 2501A Burns Road
PALM BEACH GARDENS FL 33410

Customer Invoice www.Coverall.com

Invoice Number	1580045025	
Account Number	702-10287	
Invoice Date	11/01/2024	
Payment Due Date
PO Number	12/01/2024	

Page 1 of 1	162592

We are grateful for your continued business and supporting local business owners, especially during these more trying times. Our Franchise Owners are ready to deliver any type of clean you need for your business whether that is a re-opening clean, increased high-touch points, special service, or if you need additional frequency of cleans, It is important to the entire Coverall network that we help you keep your employees and customers healthy and your business remain open.

Service Description	From	To	Amount	Tax	Total	
Commercial Cleaning Services - billed on behalf of Office
Cleaners LLC,Coverall Franchise Owner. Location: 208 Montecito Drive in Orlando	11/01/2024	11/30/2024	650.00	0.00	650.00	
Current Invoice Total	650.00	0.00	650.00	

Account balance as of: 10/28/2024	Current	1-30 Days	31-60 Days	61-90 Days	91-120+ Days	Total Amount Due	
	1,300.00	650.00	210.00	0.00	0.00	2,160.00	
Customer Remittance		
		Invoice Amount	650.00	
Montecito CDD		Balance Due	2,160.00	
Please remit this portion of the invoice with your payment.	Be sure to write your	Invoice Number	1580045025	

invoice number on the front of your check.
If you have a service questions please contact your local Coverall Support Center, WE APPRECIATE YOUR BUSINESS.

Account Number Invoice Date Payment Due Date

702-10287
11/01/2024
12/01/2024

PLEASE MAKE CHECKS PAYABLE AND REMIT TO:	Amount Paid: $ 	
Coverall North America, Inc.
2955 Momentum Place
CHICAGO IL 60689
www.Coverall.com

Invoice

Culpepper & Terpening, Inc.
Consulting Engineers and Land Surveyors 2980 South 25th Street
Fort Pierce, Florida 34981
Phone (772)464-3537 /Fax (772)464-9497
accounting@ct-eng.com

Sylvia Bethel
Montecito CDD c/o Special District Services, Inc. 2501 A Burns Road
Palm Beach Gardens, FL 33410

October 23, 2024
Project No:	23-127
Invoice No:	100476

Principal:	James 'Butch' Terpening, Jr., P.E. Project Manager:	Stefan Matthes, P.E.

PO No:
Contract No:
WA No:
Client Project No.
Client Project Name
Project	23-127	Montecito CDD
Professional Services through September 30, 2024
Phase	7	General Engineering Services	
Tasks	7.1	General Services	
Professional Personnel				

Principal Engineer, PE	Hours
5.50	Rate
265.00	Amount
1,457.50	
Totals	5.50		1,457.50	
Total Labor				1,457.50	
			Total this Invoice	$1,457.50	
Outstanding Invoices				
Number	Date	Balance		
99566	4/18/2024	163.98		
100377	9/26/2024	2,947.50		
Total		3,111.48		

Project

23-127	Montecito CDD	Invoice

100476

Billing Backup

Wednesday, October 23, 2024

Culpepper & Terpening, Inc.

Invoice 100476 Dated 10/23/2024

5:14:57 PM

Project	23-127	Montecito CDD	
Phase	7	General Engineering Services	
Tasks	7.1	General Services	

Professional Personnel

Principal Engineer, PE

Hours	Rate	Amount

SMatthes	10 - Matthes, P.E.,	9/4/2024 Stefan	1.00	265.00	265.00		
	SJRWMD Turnover assist					
SMatthes	10 - Matthes, P.E.,	9/11/2024 Stefan	2.50	265.00	662.50		
	CDD Board meeting					
SMatthes	10 - Matthes, P.E.,	9/13/2024 Stefan	.50	265.00	132.50		
	SJRWMD certifications					
SMatthes	10 - Matthes, P.E.,	9/23/2024 Stefan	.50	265.00	132.50		
	sanitary issues					
SMatthes	10 - Matthes, P.E.,	9/27/2024 Stefan	.50	265.00	132.50		
	asbuilts					
SMatthes	10 - Matthes, P.E.,	9/29/2024 Stefan	.50	265.00	132.50		
	asbuilts					
	Totals	5.50		1,457.50		
Total Labor		1,457.50	
	Total this Tasks	$1,457.50	
	Total this Phase	$1,457.50	
	Total this Project	$1,457.50	
	Total this Report	$1,457.50	

Page 2

Florida Door Control of Orlando, Inc. 658-2 Washburn Rd.
Melbourne, FL 32934

Phone: (321) 254-8011

INVOICE

Invoice #:	1084034	
Ref #:	214316	
Date:	11/25/2024	
Terms:	Net 10	
Due Date:	12/5/2024	

Fax:

(321) 259-8725

PO:

billing@fdc.com

Bill To:
Montecito CDD
c/o PFM Consulting LLC

TaxID#:
Proposal:0	Late Payments subject to 1.5% Finance Charge

Site Address:
Montecito CDD 208 Montecito Dr

3501 Quadrangle Blvd. Suite 270
Orlando, FL 32817
Contact: Rick Montejano

Phone:

3217779460

Satellite Beach, FL 32937

E-mail:MontejanoR@pfm.com

Service Requested/Performed
11/14/2024 2:56:43 PM Per Kisha - Advised both exit and entrance gates on site both do not close. In need of service.
11/22/2024 MB 2HR- Arrived. Spoke with Kisha. Investigated gate, found receiver beam in direct
sunlight causing damage to photo eye resulting in intermittent false positive holding gate open. Will quote to replace. Informed poc of work performed.
Complete.
11/25/2024 8:14:19 AM Brandon M Brown:
Quote 38721 sent on kwagner@vestapropertyservice.com and montejanor@pfm.com on Friday 11/22/2024 @ 1405

NAME	DESCRIPTION	QTY	RETAIL	TOTAL		

Max D Benaroch	
Tech-Labor (Mel/Tam/Orl)	
2	
$140.00	
$280.00		
	LABOR	$280.00		
	MATERIAL	$0.00		
	SERVICE CALL	$150.00		
	
SUB TOTAL	
$430.00		
	SALES TAX	$0.00		
	PAYMENTS	$0.00		
	BALANCE	$430.00		

Thank You for Choosing FDC - When Security Matters! www.FDC.com
If you have any questions regarding this invoice, please call 321-254-8011 x.11 within 30 days. Any disputes must be presented within 30 days from the date on this invoice.
We accept checks and all major credit cards.
We appreciate your business!

Printed:  11/25/2024 11:43 AM  (c) 2009 High 5 Software	Page 1 of 1

Rick Montejano

From:	FPL Communications <FPL_Communications@ecc.fpl.com>
Sent:	Monday, November 25, 2024 11:38 AM
To:	Rick Montejano
Subject:	FPL: We have processed your payments

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	

To help protect you r priv acy, Microsoft Office prevented automatic download of this picture from the Internet. FPL
LOG IN	PAY BILL	
	
The payments will be applied to each of your FPL accounts as follows:

ACCOUNT		SERVICE	NAME	PAYMENT AMOUNT NUMBER	ADDRESS

15698-	140	MONTECITO	$324.38
02240	CLEMENTE		COMMUNITY DR #PUMP	DEVELOPMENT
DISTRICT

81750-	654 MISSION	MONTECITO	$345.38
88205	BAY DR #	COMMUNITY
GATE	DEVELOPMENT DISTRICT

Thank you for your payments. The amounts above will be drafted from your bank account(s) within 1-2 business days.	

1

Please do not reply to this email, this address is not monitored. For help, visit FPL.com

Update Profile	|	Customize Preferences	|	Terms & Conditions	|	Privacy Policy	|	Contact Us Copyright © 2024 Florida Power & Light Company. All rights reserved.
E011 - E49E68F5237E67718D799B4F28DD9F5A

To help pr privacy, M prev ented download from the In

2

	ACCOUNT NAME	ACCOUNT #	PAGE #	
	Montecito Community Development District	1137482	1 of 1	
	INVOICE #	BILLING PERIOD	PAYMENT DUE DATE	
	0006748013	Oct 1- Oct 31, 2024	November 20, 2024	
	PREPAY
(Memo Info)	UNAPPLIED
(included in amt due)	
TOTAL CASH AMT DUE*	
	$0.00	$0.00	$431.23	
BILLING ACCOUNT NAME AND ADDRESS	
Legal Entity: Gannett Media Corp.
Terms and Conditions: Past due accounts are subject to interest at the rate of 18% per annum or the maximum legal rate (whichever is less). Advertiser claims for a credit related to rates incorrectly invoiced or paid must be submitted in writing to Publisher within 30 days of the invoice date or the claim will be waived. Any credit towards future advertising must be used within 30 days of issuance or the credit will be forfeited.
All funds payable in US dollars.	

Montecito Community Development District 2501 Burns RD # A
Palm Beach Gardens, FL 33410-5207		
BILLING INQUIRIES/ADDRESS CHANGES 1-877-736-7612 or smb@ccc.gannett.com	FEDERAL ID 47-2390983	
To sign-up for E-mailed invoices and online payments please contact abgspecial@gannett.com.	

Date	Description	Amount	
10/1/24	Balance Forward	$1,201.13	
10/4/24	PAYMENT - THANK YOU	-$978.36	
Package Advertising:	
Start-End Date Order Number	Product	Description	PO Number	Package Cost	
10/21/24 10661087	BRE Brevard Florida Today	BOS Meeting Notice		$208.46	

As an incentive for customers, we provide a discount off the total invoice cost equal to the 3.99% service fee if you pay with Cash/Check/ACH. Pay by Cash/Check/ACH and Save!

Total Cash Amount Due	$431.23
Service Fee 3.99%	$17.21
*Cash/Check/ACH Discount	-$17.21
*Payment Amount by Cash/Check/ACH	$431.23
Payment Amount by Credit Card	$448.44

PLEASE DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT	
ACCOUNT NAME	ACCOUNT NUMBER	INVOICE NUMBER	AMOUNT PAID	
Montecito Community Development District	1137482	0006748013		
CURRENT DUE	30 DAYS PAST DUE	60 DAYS PAST DUE	90 DAYS PAST DUE	120+ DAYS PAST DUE	UNAPPLIED PAYMENTS	TOTAL CASH AMT DUE*	
$208.46	$222.77	$0.00	$0.00	$0.00	$0.00	$431.23	
REMITTANCE ADDRESS (Include Account# & Invoice# on check)	TO PAY WITH CREDIT CARD PLEASE CALL:	TOTAL CREDIT CARD AMT DUE	

Gannett Florida LocaliQ PO Box 631244
Cincinnati, OH 45263-1244	1-877-736-7612		
		$448.44	
	
To sign up for E-mailed invoices and online payments please contact abgspecial@gannett.com	
0001137482000000000000067480130004312367172

GAULT ELECTRIC LLC
P.O. BOX 1777
MELBOURNE, FL 32902
321-327-8988
CONTACT@GAULTELECTRIC321.COM

Invoice

Date	Invoice #	
10/7/2024	09-16106	

MONTECITO CDD C/O ACCOUNTING
3501 QUADRANGLE BLVDE. #270
ORLANDO, FL 32817
︵321︶777-9460 KISHA

Bill To

MONTECITO BEACH CLUB SATELLITE BEACH, FL

Job Location

Due Date	P. O. #	Terms	
11/6/2024		Net 30	

Quantity	Description	Rate	Amount	
	10/3/2024: REPLACED DEFECTIVE LAMPS AS NEEDED.			
2	26 WATT FILAMENT LAMP	106.50	213.00	
1.75	BUCKET TRUCK RENTAL	20.00	35.00	
	SERVICE CALL CHARGE	50.00	50.00	
1.75	LABOR: ED GAULT AND CODY	160.00	280.00	
	10/4/2024: REPLACED DEFECTIVE CONTACTOR AS NEEDED BY			
	PLAYGROUND			
1	4-POLE CONTACTOR	103.20	103.20	
0.75	LABOR: ED GAULT AND CODY	160.00	120.00	

	Total	$801.20	
	Payments/Credits	$0.00	
	Balance Due	$801.20	

Modern Security Systems
1129 ROCKLEDGE BLVD
SUITE 102
ROCKLEDGE, FL 32955

MONTECITO CDD

Invoice

Date	Invoice #

11/13/2024	06324

Job Location

P.O. No.

Terms

Due Date

Rep

Account #

Due on receipt

11/13/2024

FSR

Qty
2
1
1

4-CH 1080p HD-TVI Security Series DVR System 3TB HARD DRIVE
4 CHANNEL POWER SUPPLY

Description

2 INSTALLATION

TO AVOID AN INVOICING FEE OF $15.00 PAYMENT IS EXPECTED AT TIME OF SERVICE.

CREDIT CARD CHARGES WILL INCUR A CONVENIENCE CHARGE OF 3%.

Sales Tax (0.0%)
Total
Payments/Credits Balance Due

$0.00

$1,224.00
$0.00

$1,224.00

Phone #

Fax #

E-mail

Web Site

(321) 417-0001

(401) 463-7777

info@GoModernSecurity.com

www.GoModernSecurity.com

Date	Invoice Number	
November 5, 2024	DM-11-2024-34	
Payment Terms	Due Date	
Upon Receipt	November 5, 2024	

Bill To:

Montecito Community Development District
c/o PFM Group Consulting District Accounting Dep 3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817 United States of America

1735 Market Street 42nd Floor Philadelphia, PA 19103
+1 (215) 5676100

Company Address:

Via Mail: 

Remittance Options:
PFM Group Consulting LLC PO Box 65126
Baltimore, MD 21264-5126 United States of America

RE:	District Management Fee: November 2024

Professional Fees	$4,166.67
Total Amount Due	$4,166.67

1	of	1

Date	Invoice Number	
November 13, 2024	OE-EXP-11-2024-20	
Payment Terms	Due Date	
Upon Receipt	November 13, 2024	

Bill To:

Montecito Community Development District c/o PFM Group Consulting District Accounting 3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817 United States of America

1735 Market Street 42nd Floor Philadelphia, PA 19103
+1 (215) 5676100

Company Address:

Via Mail: 

Remittance Options:
PFM Group Consulting LLC PO Box 65126
Baltimore, MD 21264-5126 United States of America

RE:	October 2024 Fedex $614.88

Expenses	$614.88
Total Amount Due	$614.88

1	of	1

DUE DATE 12/27/2024

PLEASE PAY
$704.13

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/20/2024	Irrigation Repair - West Clock Outage (Entire Single Family Section Down)	1	0.00	0.00	
	Irrigation Repair- ICD Decoder 100	1	176.61	176.61	
	Irrigation Repair- ICD Decoder 200	1	292.52	292.52	
	Irrigation Repair- 3M Connectors	8	5.00	40.00	
	Irrigation Repair- Labor	2	97.50	195.00	

Thank you for your business!

TOTAL DUE	$704.13

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$476.80

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/19/2024	Irrigation Repair- West Outage Repair	1	0.00	0.00	
	Irrigation Repair- Hunter 14/2 Wire	40	0.92	36.80	
	Irrigation Repair- 3M Connections	10	5.00	50.00	
	Irrigation Repair- Labor	4	97.50	390.00	

Thank you for your business!

TOTAL DUE	$476.80

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$165.50

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY
Montecito Townhomes

DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/19/2024	Irrigation Repair- 137 Clemente	1	0.00	0.00	
	Irrigation Repair- 6" Spray with Nozzle	2	17.75	35.50	
	Irrigation Repair- Fittings	2	3.75	7.50	
	Irrigation Repair- 1" Lateral	1	20.00	20.00	
	Irrigation Repair-1" Fittings	1	5.00	5.00	
	Irrigation Repair- Laborr	1	97.50	97.50	

Thank you for your business!

TOTAL DUE	$165.50

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$231.53

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
	Irrigation Repair- East Controller Zone 6 Lateral Break and 112 Redondo Easement area	1	0.00	0.00	
	Irrigation Repair- 2" Lateral	1	55.00	55.00	
	Irrigation Repair- 2" slip Fix	1	32.28	32.28	
	Irrigation Repair- 2" fittings	3	11.00	33.00	
	Irrigation Repair- Lateral	1	10.00	10.00	
	Irrigation Repair- Fittings	1	3.75	3.75	
	Irrigation Repair- Labor	1	97.50	97.50	

Thank you for your business!

TOTAL DUE	$231.53

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$564.27

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/13/2024	Irrigation Repair- Clubhouse Inspections Zones 1-40	1	0.00	0.00	
Irrigation Repair- 6" Spray Nozzles	8	17.75	142.00	
Irrigation Repair- Nozzles	7	4.25	29.75	
Irrigation Repair- Rotor	4	29.87	119.48	
Irrigation Repair- Laterals	3	10.00	30.00	
Irrigation Repair- 1" Laterals	1	20.00	20.00	
Irrigation Repair- Fittings	5	3.75	18.75	
Irrigation Repair- 1" Slip Fix	1	9.29	9.29	
Irrigation Repair- Labor	2	97.50	195.00	
Thank you for your business!				

TOTAL DUE			$564.27	
			
THANK YOU.	

DUE DATE 12/27/2024

PLEASE PAY
$579.62

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/11/2024	Irrigation Repair- East Controller Inspections	1	0.00	0.00	
	Irrigation Repair- 6" Spray with Nozzle	8	17.75	142.00	
	Irrigation Repair- Rotor	1	29.87	29.87	
	Irrigation Repair- Nozzle	13	4.25	55.25	
	Irrigation Repair- Lateral	3	10.00	30.00	
	Irrigation Repair- Fittings	8	3.75	30.00	
	Irrigation Repair- Labor	3	97.50	292.50	

Thank you for your business!

TOTAL DUE	$579.62

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$395.00

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
10/30/2024	Irrigation Repair- 686 Palos Verde Stuck Valve	1	0.00	0.00	
	Irrigation Repair- 2" Hunter ICV Valve	1	297.50	297.50	
	Irrigation Repair- Labor	1	97.50	97.50	

Thank you for your business!

TOTAL DUE	$395.00

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$554.78

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
10/30/2024	Irrigation Repair- Clubhouse Controller Mainline Break at 714 Carlsbad	1	0.00	0.00	
	Irrigation Repair- 2" mainline Repair	3	55.00	165.00	
	Irrigation Repair- 2" Slip Fix	1	32.28	32.28	
	Irrigation Repair- 2" Fittings	5	11.00	55.00	
	Irrigation Repair- Lateral	1	10.00	10.00	
	Irrigation Repair- Labor	3	97.50	292.50	

Thank you for your business!

TOTAL DUE	$554.78

THANK YOU.

DUE DATE 12/27/2024

PLEASE PAY
$566.35

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
11/13/2024	Irrigation Repair- Clubhouse Controller Inspections 43-84 zones	1	0.00	0.00	
Irrigation Repair- 6" Spray with Nozzle	3	17.75	53.25	
Irrigation Repair- Nozzle	10	4.25	42.50	
Irrigation Repair- Rotor	5	29.87	149.35	
Irrigation Repair - Lateral	4	10.00	40.00	
Irrigation Repair- Fittings	10	3.75	37.50	
Irrigation Repair	2.50	97.50	243.75	
Thank you for your business!				

TOTAL DUE			$566.35	
			
THANK YOU.	

DUE DATE 12/27/2024

PLEASE PAY
$410.02

DATE 11/27/2024

BILL TO
Montecito Community Development District Montecito CDD
c/o Accounting
3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
10/29/2024	Irrigation Repair- West Controller Zones 37 and 38	1	0.00	0.00	
Irrigation Repair- ICD 200 Decoder	1	292.52	292.52	
Irrigation Repair- 3M Connectors	4	5.00	20.00	
Irrigation Repair- Labor	1	97.50	97.50	
Thank you for your business!				

TOTAL DUE			$410.02	
			
THANK YOU.	

Sonitrol of Tallahassee Inc
FEID #591822025
Remittance Address:
1136 Thomasville Road
Tallahassee, FL 32303
(850) 205-5000

Invoice	
Invoice Number
554960	Date
9/25/2024	
Customer Number
R5C002107	Terms
Net 30	

Total Due:$588.55

To:

Special District Services 2501A Burns Road
Palm Beach Gardens, FL 33410

Site Location:

Montecito Community 208 Montecito Drive Satellite Beach, FL 32937

TO INSURE PROPER CREDIT, PLEASE DETACH AND RETURN WITH YOUR REMITTANCE
Customer Number	PO Number	Invoice Date	Terms

R5C002107

9/25/2024

Net 30

Description

Quantity

Rate	Amount

Montecito Community - 208 Montecito Drive, Satellite Beach, FL		
Fire Alarm Test & Inspection	1.00	$40.85	$40.85	
10/01/2024 - 10/31/2024				
Access Control Services	1.00	$240.84	$240.84	
10/01/2024 - 10/31/2024				
Fire Services	1.00	$159.88	$159.88	
10/01/2024 - 10/31/2024				
Intrusion Services	1.00	$146.98	$146.98	
10/01/2024 - 10/31/2024				
Subtotal:			$588.55	
				
Tax	$0.00	
Payments/Credits Applied	$0.00	

Date	Invoice #	Description	Amount	Balance Due

9/25/2024

554960	Recurring Services

$588.55

$588.55

Sonitrol of Tallahassee Inc
FEID #591822025
Remittance Address:
1136 Thomasville Road
Tallahassee, FL 32303
(850) 205-5000

Invoice	
Invoice Number
559804	Date
10/25/2024	
Customer Number
R5C002107	Terms
Net 30	

Total Due:$588.55

To:

Special District Services 2501A Burns Road
Palm Beach Gardens, FL 33410

Site Location:

Montecito Community 208 Montecito Drive Satellite Beach, FL 32937

TO INSURE PROPER CREDIT, PLEASE DETACH AND RETURN WITH YOUR REMITTANCE
Customer Number	PO Number	Invoice Date	Terms

R5C002107

10/25/2024

Net 30

Description

Quantity

Rate	Amount

Montecito Community - 208 Montecito Drive, Satellite Beach, FL		
Fire Alarm Test & Inspection	1.00	$40.85	$40.85	
11/01/2024 - 11/30/2024				
Access Control Services	1.00	$240.84	$240.84	
11/01/2024 - 11/30/2024				
Fire Services	1.00	$159.88	$159.88	
11/01/2024 - 11/30/2024				
Intrusion Services	1.00	$146.98	$146.98	
11/01/2024 - 11/30/2024				
Subtotal:			$588.55	
				
Tax	$0.00	
Payments/Credits Applied	$0.00	

Date	Invoice #	Description	Amount	Balance Due

10/25/2024

559804	Recurring Services

$588.55

$588.55

TERMS - NET 30 DAYS. A FINANCE CHARGE OF 1.5% OR 18% ANNUAL PERCENTAGE RATE will be charged on Past Due Accounts	1

Sonitrol of Tallahassee Inc
FEID #591822025
Remittance Address:
1136 Thomasville Road
Tallahassee, FL 32303
(850) 205-5000

Invoice	
Invoice Number
563238	Date
11/08/2024	
Customer Number
R5C002107	Terms
Net 30	

Total Due:$59.00

To:

Special District Services 2501A Burns Road
Palm Beach Gardens, FL 33410

Site Location:

Montecito Community 208 Montecito Drive Satellite Beach, FL 32937

TO INSURE PROPER CREDIT, PLEASE DETACH AND RETURN WITH YOUR REMITTANCE
Customer Number	PO Number	Invoice Date	Terms

R5C002107

11/08/2024

Net 30

Description

Quantity

Rate	Amount

Montecito Community - 208 Montecito Drive, Satellite Beach, FL		
50 Point Addressable Fire Alarm Panel	1.00	$0.00	$0.00	
Silent Knight Wireless Swift AV Base Wall Mnt	1.00	$0.00	$0.00	
Horn Strobe Wall Mount Two Wire Red	1.00	$0.00	$0.00	
Trip Charge	1.00	$59.00	$59.00	
Subtotal:			$59.00	
				
Tax	$0.00	
Payments/Credits Applied	$0.00	

Date	Invoice #	Description	Amount	Balance Due

11/8/2024

563238	Service

$59.00

$59.00

Replaced horn/strobe. Cleared ground fault on secondary annunciator circuit. Programmed panel for new device.

Montecito
COMMUNITY DEVELOPMENT DISTRICT

Date of Meeting: 11/13/2024
($200.00 per Supervisor per Meeting)

Board Members:	Present	Absent		Fee Ed Henson			1fz,oD
Catherine LeCesne		/	J$VJO

t

Tanja Glynn	/ 

JtUJ0

Rich Wellman		 g;/z,dJ
Total:	1£ atfD	

 11/13/2024	
Date

Catherine
148 Redondo Dr.
Satellite Beach, FL 32937

INVOICE # 2024.11.13
Date: 11/13/24

BILL TO
Montecito CDD
3501 Quadrangle Blvd., Ste. 270, Orlando, FL 32817	LeCesne

FOR
Supervisor Fee	
ITEM DESCRIPTION	AMOUNT	
Supervisor Fee - November 13, 2024 Meeting	$200.00	

		
		
TOTAL COST	$200.00	

George E.
153 Montecito Dr. Satellite Beach, FL 32937

INVOICE # 2024.11.13
Date: 11/13/24

BILL TO
Montecito CDD
3501 Quadrangle Blvd., Ste. 270, Orlando, FL 32817	Henson

FOR
Supervisor Fee	
ITEM DESCRIPTION	AMOUNT	
Supervisor Fee - November 13, 2024 Meeting	$200.00	

		
		
TOTAL COST		$200.00	

Rich Wellman
710 Ventura Dr.
Satellite Beach, FL 32937

INVOICE # 2024.11.13
Date: 11/13/24

BILL TO	FOR
Montecito CDD	Supervisor Fee
3501 Quadrangle Blvd., Ste. 270, Orlando, FL 32817	
ITEM DESCRIPTION	AMOUNT	
Supervisor Fee - November 13, 2024 Meeting	$200.00	

		
		
TOTAL COST	$200.00	

Tanja Glynn
699 Monterey Dr. Satellite Beach, FL 32937

INVOICE # 2024.11.13
Date: 11/13/24

BILL TO	FOR
Montecito CDD	Supervisor Fee
3501 Quadrangle Blvd., Ste. 270, Orlando, FL 32817	
ITEM DESCRIPTION	AMOUNT	
Supervisor Fee - November 13, 2024 Meeting	$200.00	

		
		
TOTAL COST	$200.00	

Montecito Community Development District

Review of District Financial Statements

Montecito CDD
November 2024 Financial Package

November 30, 2024

PFM Group Consulting, LLC
3501 Quadrangle Blvd
Suite 270
Orlando, FL 32817
(407) 723-5900

Montecito CDD Financial Summary
12/4/2024

General Fund

Cash in Bank
Funds currently sitting in Bank United: MMA 9900

$	26,483.74

excess operating funds

MMA 5005	26,340.80 Capital Reserve Fund

$	52,824.54

Create meeting minutes today to remove signors Darrin Mossing and Katie Costa (GMS) Add new signors. Send meeting minutes to Bank United for transfer of funds to VNB

Credit Card
Truist Credit Card has been paid off
Valley Bank Debit card has been issued and is in-use by Vesta (GM) Debit card will avoid any possible late fees and interest

Accounts Payable
Set Chairman up in AvidXchange to begin process of PA#2 payments

Revenues
On-Roll assessments have begun processing ($150K)
Interest income has started from Valley National Bank for November ($1,775.83)

Expenses
PA #1 $85k was successfully paid PA #2 $18k is set up for payment

Debt Service

Residents calling in to inquire about payoff amounts has been successful Can email request to estoppels@pfm.com

Statement of Financial Position As of 11/30/2024

General Fund	Debt Service	Long Term Debt	Total

	Assets		
Current Assets
General Checking Account	
$215,428.13						
$215,428.13	
Money Market Account	78,217.36						78,217.36	
Capital Reserve Fund	221,921.70						221,921.70	
Bank United MMA	53,020.91						53,020.91	
Revenue Fund S2022			$49,783.68				49,783.68	
Debt Service Interest S2022			6.15				6.15	
Debt Service Reserve S2022			34,848.14				34,848.14	
Redemption Prepayment S2022			9,078.16				9,078.16	
Total Current Assets	$568,588.10		$93,716.13		$0.00		$662,304.23	

Investments
Amount Available in Debt Service Funds					

$93,716.13		

$93,716.13	
Amount To Be Provided					3,256,283.87		3,256,283.87	
Total Investments	$0.00		$0.00		$3,350,000.00		$3,350,000.00	
Total Assets	$568,588.10		$93,716.13		$3,350,000.00		$4,012,304.23	

Liabilities and Net Assets						
Current Liabilities
Accounts Payable	
$0.00	
$0.00		
$0.00		
$0.00	
Total Current Liabilities	$0.00	$0.00		$0.00		$0.00	

Long Term Liabilities									
Revenue Bonds Payable - Long Term	$0.00		$0.00		$3,350,000.00		$3,350,000.00	
Total Current Liabilities	$0.00		$0.00		$3,350,000.00		$3,350,000.00	
Total Liabilities	$0.00		$0.00		$3,350,000.00		$3,350,000.00	

Net Assets

Current Year Net Assets, Unrestricted	$203,070.13						$203,070.13	
Current Year Net Assets - General Govt	365,517.97						365,517.97	
Current Year Net Assets, Unrestricted			$135,629.04				135,629.04	
Current Year Net Assets - General Govt			(41,912.91)				(41,912.91)	
Total Net Assets	$568,588.10		$93,716.13		$0.00		$662,304.23	
								
Total Liabilities and Net Assets	$568,588.10		$93,716.13		$3,350,000.00		$4,012,304.23	

Year To Date

Actual	Budget	Variance

FY 2025
Adopted Budget

Percentage

Revenues

O&M Assessments	$114,064.38		$168,740.96		$(54,676.58)		$1,012,445.76		11.27%	
Interest Income	1,775.83		83.33		1,692.50		500.00		355.17%	
Townhome Mailbox Maintenance	180.25		240.00		(59.75)		1,440.00		12.52%	
Net Revenues	$116,020.46		$169,064.29		$(53,043.84)		1,014,385.76		11.44%	

Supervisor Fees	$800.00		$2,000.00		$(1,200.00)		$12,000.00		6.67%	
Insurance	46,992.00		7,871.17		39,120.83		47,227.00		99.50%	
District Management	4,166.67		9,000.00		(4,833.33)		54,000.00		7.72%	
Assessment Administration	-		883.33		(883.33)		5,300.00		-	
Trustee Fees	-		541.67		(541.67)		3,250.00		-	
Engineering	4,405.00		7,500.00		(3,095.00)		45,000.00		9.79%	
District Counsel	4,582.50		6,666.67		(2,084.17)		40,000.00		11.46%	
Legal Advertising	222.77		250.00		(27.23)		1,500.00		14.85%	
Auditing Services	-		733.33		(733.33)		4,400.00		-	
Arbitrage Rebate Calculation	-		75.00		(75.00)		450.00		-	
Dues, Licenses, and Fees	175.00		29.17		145.83		175.00		100.00%	
Website Maintenance	-		683.33		(683.33)		4,100.00		-	
Contingency/Miscellaneous	71.59		400.00		(328.41)		2,400.00		2.98%	
Total General & Administrative
Expenses	$61,415.53		$36,633.67		$24,781.86		$219,802.00		27.94%	
aintenance Expenses
Facility Attendant & General Mgmt. Contract	$27,040.94	$27,207.67	$(166.73)	$163,246.00	16.56%	

Repairs & Maint. (Non-HVAC)	-	1,666.67	(1,666.67)	10,000.00		
-	
HVAC Repairs & Maint.	2,873.00		458.33		2,414.67		2,750.00		104.47%	
Office Supplies	-		166.67		(166.67)		1,000.00		-	
Janitorial Supplies	-		208.33		(208.33)		1,250.00		-	
Janitorial Services	2,160.00		2,090.00		70.00		12,540.00		17.22%	
Pest Control & Termite Bond	82.00		200.50		(118.50)		1,203.00		6.82%	
Fitness Equipment Repairs & Maint.	168.44		500.00		(331.56)		3,000.00		5.61%	
Playground Repairs & Maint.	-		166.67		(166.67)		1,000.00		-	
Pool Service Repairs & Maint.	9,329.50		3,000.00		6,329.50		18,000.00		51.83%	
Total Amenity Center	$14,612.94		$8,457.17		$6,155.77		$50,743.00		28.80%	

Irrigation Repairs & Maint.	$2,353.93	$8,333.33	$(5,979.40)	$50,000.00		
4.71%	
Irrigation Monitoring	1,097.80		1,166.67		(68.87)		7,000.00		15.68%	
Hoover Pumps Repairs & Maint.	-		2,916.67		(2,916.67)		17,500.00		-	
Total Irrigation	$3,451.73		$12,416.67		$(8,964.94)		$74,500.00		4.63%	

General & Administrative Expenses

M

Amenity Center Operations

Irrigation

Statement of Activities As of 11/30/2024

General Fund	Series 2022	Total

Revenues

On Roll Assessments	$114,064.38		$36,198.27		$150,262.65	
Interest Income	1,775.83		1,002.62		2,778.45	
Townhome Mailbox Maintenance	180.25		-		180.25	
Total Revenues	$116,020.46		$37,200.89		$153,221.35	

Expenses

Supervisor Fees	$800.00				$800.00	
Insurance	46,992.00				46,992.00	
Management	4,166.67				4,166.67	
Field Management	27,040.94				27,040.94	
Engineering	4,405.00				4,405.00	
District Counsel	4,582.50				4,582.50	
Janitorial Service	2,160.00				2,160.00	
Legal Advertising	222.77				222.77	
Bank Fees	71.59				71.59	
Dues, Licenses, and Fees	175.00				175.00	
Electric	3,370.34				3,370.34	
Irrigation	2,353.93				2,353.93	
Fountains	6,275.00				6,275.00	
Irrigation Monitoring	1,097.80				1,097.80	
Amenity - Pool Maintenance	9,329.50				9,329.50	
Lake Maintenance	2,440.00				2,440.00	
Landscaping Maintenance & Material	13,000.00				13,000.00	
Tree Trimming	2,900.00				2,900.00	
HVAC	2,873.00				2,873.00	
Pest Control	82.00				82.00	
Gate - R&M	1,182.00				1,182.00	
Fitness Facility	168.44				168.44	
Interest Payment	-		$52,422.30		52,422.30	
Total Expenses	$135,688.48		$52,422.30		$188,110.78	
Change In Net Assets	($19,668.02)		($15,221.41)		($34,889.43)	
Net Assets At Beginning Of Year	$203,070.13		$135,629.04		$338,699.17	

Net Assets At End Of Year	
$183,402.11		
$120,407.63		
$303,809.74	

Year To Date

Actual	Budget	Variance

FY 2025
Adopted Budget

Percentage

Stormwater Control		
Aquatic Maint. & Repairs	$8,715.00	$2,583.33	$6,131.67	$15,500.00	56.23%	
Landscaping						
Landscaping Contracted Services	$13,000.00		$13,666.67		$(666.67)		$82,000.00		15.85%	
Additional Landscaping Repairs & Maint.	-		1,666.67		(1,666.67)		10,000.00		-	
Plant Replacement	-		400.00		(400.00)		2,400.00		-	
Mulch	-		2,500.00		(2,500.00)		15,000.00		-	
Palm Tree Maint.	2,900.00		2,572.50		327.50		15,435.00		18.79%	
Oak Tree Maint.	-		1,194.50		(1,194.50)		7,167.00		-	
Total Landscaping	$15,900.00		$22,000.33		$(6,100.33)		$132,002.00		12.05%	
Common Areas, Right of Ways & Walls										
Streetlight Repairs & Maint.	$0.00		$1,500.00		$(1,500.00)		$9,000.00		-	
Entry Vehicular Gates Repairs & Maint.	1,182.00		3,333.33		(2,151.33)		20,000.00		5.91%	
Pedestrian Entry Gates & Walls Maint.	-		833.33		(833.33)		5,000.00		-	
Common Area Repairs & Maint.	-		2,000.00		(2,000.00)		12,000.00		-	
Total Common Areas, Right of Ways &
Walls	$1,182.00		$7,666.67		$(6,484.67)		$46,000.00		2.57%	
Security Monitoring Services										
Fire Detection Services	$0.00		$405.33		$(405.33)		$2,432.00		-	
Access Control Services	-		486.33		(486.33)		2,918.00		-	
Intrusion Services	-		296.67		(296.67)		1,780.00		-	
Security Monitoring Repairs & Maint.	-		478.33		(478.33)		2,870.00		-	
Total Security Monitoring Services	$0.00		$1,666.67		$(1,666.67)		$10,000.00		0.00%	
Utilities										
Electric Services	$3,370.34		$10,833.33		$(7,462.99)		$65,000.00		5.19%	
Telephone, Internet	-		657.67		(657.67)		3,946.00		-	
Water & Sewer Services	-		666.67		(666.67)		4,000.00		-	
Gate Kiosk Internet Services	-		475.00		(475.00)		2,850.00		-	
Total Utilities	$3,370.34		$12,632.67		$(9,262.33)		$75,796.00		4.45%	
Extraordinary Services										
Townhome Mailboxes Maint	$0.00		$240.00		$(240.00)		$1,440.00		-	
Total Maintenance Expenses	$74,272.95		$94,871.17		$(20,598.22)		$569,227.00		13.05%	
Other Financing Uses										
Reserves	$0.00		$37,559.46		$(37,559.46)		$225,356.76		-	
Total Reserves	$0.00		$37,559.46		$(37,559.46)		$225,356.76		0.00%	
Total Expenses	$135,688.48		$169,064.29		$(33,375.81)		$1,014,385.76		13.38%	

Income (Loss) from Operations	
$(19,668.02)		
$0.00		
$(19,668.02)		
$0.00			

Montecito Community Development District

Review of ProGreen Services LLC Proposals

Date: 11/27/24
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 November activities due to the rescheduled meeting date from October. End of Week 11/8 –
Sod installed in the verge area of 304 Point Lobos
Sprayed Trim Tech growth regulator along the Green Island Ficus Hedge east of Ventura and Clemente
Trimmed pool areas around the clubhouse
Trimmed CDD areas on the shearwater entrance
Sprayed the following verge areas for sod replacement - 289/359/389 Montecito 629/729 Monterrey
Trimmed easement areas on Clemente
Trimmed and Cleaned up Shearwater entrance - Thinned out the palms
Trimmed CDD easement areas on Ventura
End of Week 11/15 –
Provided mowing services in the CDD easement areas of the townhomes
Dead - oak tree branch outside the East South wall. Has been removed
Weeds - around the playground and clubhouse pump station - Have been treated.
Walking path along to the Single-Family Homes - Has been detailed and will re submit the quote for the edging to the board.
Provided mowing services in the CDD easement areas of the townhomes
Provided turf weed control and fertilizer in the single-family homes
Trimmed coconut palm at the mailbox section off Ventura
Removed a small dead palm from the right side of the clubhouse in the natural area.

End of Week 11/22 –

Trimmed and Detailed easement areas in the townhomes sections along Redondo (Northside)
Was notified by Insight (Angie) about an outage on the West Controller
Trimmed and Detailed front and back of townhomes sections along Redondo (Northside)
Investigated the irrigation outage on the SF side of the property. Repaired the mainline break along Carlsbad in the fence area.
Prepped areas for Sod in the single-family verge sections.
Trimmed easement by the mailboxes on Ventura as well as on Montecito Dr in the townhome areas.
Repaired the irrigation outage (2 Bad Decoders) on the single-family section and notified Kisha and Beth.
Completed wet checks on the Clubhouse controller.
Installed Sod in designated areas in the single-family verge areas. Trimmed the ornamental grasses at the South Patrick entrance pedestal pots. Removed the flowers from the clubhouse and pool pots. New flowers are scheduled for installation in the next few days.
Trimming the palms along the fence on Carlsbad.
Installing sod along the designated verge areas in the Single-Family section.
Discussed removing 2 trees along SE corner of Montecito and Simeon in the town home areas that are leaning and damaged from the hurricane. As well as
removing and replace the shrubs along the north easement wall of 716 Simeon Dr. Will provide a quote to Kisha.

End of Week 11/27 –
Was notified by Insight (Angie) about an outage on the West Controller
Crew installing Sod in the single-family verge sections
Beth sent out a note to the Single-Family section regarding the outage.
Discussed needing an update on the attached quotes for irrigation repairs - Quotes 7574
/7382 /7452.
Provided a schedule for the irrigation repair that is under the pavers at the shearwater entrance. Scheduled for the first week of December. It will be necessary to shut down one lane of traffic to complete the repair.
Investigated the irrigation outage on the Single-Family side of the property. One section has been repaired and is operational still working on the additional section that is down.
Provided an update to Angie and Insight regarding the outage.
Trimmed areas at the South Patrick Entrance.
Crew installing Sod in the single-family verge sections

Current Irrigation Map: 11/27/24

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.

DATE 11/27/2024

TOTAL
$2,239.64

ADDRESS
Montecito Community Development District Montecito CDD
c/o Accounting

3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
Irrigation Repair- West Controller 709 Monterey to 689 Montery 2 Wire Fault	1	0.00	0.00	
Irrigation Repair- Hunter 14/2 Wire	130	0.92	119.60	
Irrigation Repair- Conduit	13	40.00	520.00	
Irrigation Repair- 3M Connectors	8	5.00	40.00	
Irrigation Repair- ICD 200 Decoders	2	292.52	585.04	
Irrigation Repair- Labor	10	97.50	975.00	
We appreciate the opportunity!				

TOTAL			$2,239.64	
			
THANK YOU.	

Accepted By	Accepted Date

DATE 10/22/2024

TOTAL
$2,411.32

ADDRESS
Montecito Community Development District Montecito CDD
c/o Accounting

3501 Quadrangle Blvd, Suite 270
Orlando, FL 32817

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

Estimate 7382

PROPERTY		
Montecito CDD		
DATE	DESCRIPTION	QTY	RATE	AMOUNT	
Irrigation Repair- Outage zones 29 and 30 due to contractor cutting the 2 wire during the pool install.	1	0.00	0.00	
Irrigation Repair- 14/2 Wire	140	0.92	128.80	
Irrigation Repair- Conduit	14	40.00	560.00	
Irrigation Repair-3M Connections	10	5.00	50.00	
Irrigation Repair- ICD 200 Decoder	1	292.52	292.52	
Irrigation Repair- Laborer	8	75.00	600.00	
Irrigation Repair- Labor Tech	8	97.50	780.00	
We appreciate the opportunity!				
TOTAL			$2,411.32	
			THANK YOU.	

Accepted By	Accepted Date

We appreciate your feedback. Please leave a review. https://g.page/r/CdxpXv9W4GXoEAI/review

DATE 11/01/2024

TOTAL
$2,039.60

ADDRESS
Montecito Community Development District Montecito CDD
219 E. Livingston Street

Orlando, FL 32801

P.O. NUMBER	SALES REP	PROPERTY	
Irrigation Repair	Rusty Kahoe	Montecito CDD	

DATE	DESCRIPTION	QTY	RATE	AMOUNT	
Irrigation Repair Outage West Pump Controller 669 - 689 Monterey Outage	1	0.00	0.00	
Irrigation Repair - Hunter 14/2 Wire	130	0.92	119.60	
Irrigation Repair Conduit	13	40.00	520.00	
Irrigation Repair 3M Connectors	4	5.00	20.00	
Irrigation Repair - Labor	8	75.00	600.00	
Irrigation Repair Labor - Tech	8	97.50	780.00	
We appreciate the opportunity!				

TOTAL			$2,039.60	
			
THANK YOU.	

Accepted By	Accepted Date

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: Waiting for the small project agreement to be signed by vendor.
Sidewalk: Quote approved. Waiting for an ETA.
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'.
$125,266.77 Supply and Install Augusta play structure. Install 2600 square feet of poured in place rubber surfacing, with a 50% color tpv and 50%
Repair – Welder: Playground repair- $3,500 Wire brushing, rust inhibitor and primer. Cut ring shorter and reweld plus fixing slide legs.
Inspection scheduled: November 27th, 2024

Montecito CDD Rules and Regulations

Information can be acquired by visiting our website: www.montecitocdd.ord

Updates and Reviews

Treadmill: Replacement
: $7,695.00 Sports Art Commercial Treadmill Model 645L (5 years warranty) & 1 YEAR free maintenance
$5,269.00 LifeFItness Aspire Treadmill SL Model (ASPT-SL) (1 year warranty)
$6,495.00 Sports Art Commercial Treadmills Model T645L.
Treadmill Repair:
$792.38 RBT031T Running Belt, Thermoplastic Urethane, Pre-Treated (
Aftermarket) NO WARRANTY
$1,945.00 Install new running belts and decks on treadmills.

Bike Replacement: Due to age and rust
$4,595.00 Sports Art Commercial Recumbent Bike Model C574R.
$2,000.00 Sports Art Upright Bike Model #C535.
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.
Pest Control Service:
Bi-monthly:
Vendors comment:
Pest Control - Commercial Bi Monthly
I did a visual inspection around the property, looking for any insect activity, and I did not see anything at this time. I performed a preventive maintenance procedure around the perimeter of the clubhouse by applying a liquid insecticide and a granular bait to create a barrier to help in the prevention of general household pest from entering the clubhouse. I swept the eaves, windows and doorways to remove all spiderwebs and wasp nest that was present during time of service. All looks good now. Thank you for using Stark Exterminators for your pest control needs. Have a great day

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) – Fountain installed on 11/26.
Fountain #6 (Lake Pasadena)- Working properly.

Storm drainage: Clear of visible debris.
Pedestrian gates:

South Patrick Entrance: Working properly.
Shearwater: Waiting for quote.
Montecito Entrance: Working properly.
Redondo: No gate installed.
Vehicle gates:

South Patrick: Serviced on 11/22. The issue persists. Tech scheduled 12/03.
Montecito Drive: Serviced on 11/22. The issue persists. Tech scheduled 12/03.
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 lighting and Poles: Inspection scheduled.
Street / Parking: Project in discussion “Community street sealing project”

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. All tickets related to landscaping are forwarded to ProGreen for immediate action.

Montecito Community Development District

Review and Consideration of Creative Recreation Products Proposal

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 	

TOTAL
$107,155.94

DATE 10/31/2024

ADDRESS	SHIP TO

Montecito Community Devel
208 Montecito Dr. Satellite Beach, FL 32937

Montecito Community Devel
208 Montecito Dr.
Satellite Beach, FL 32937

QTY DESCRIPTION	RATE	AMOUNT

	Option 1: comparable playset		
1	Removal of existing equipment		3,600.00	3,600.00	
2,250	Removal of existing poured rubber 2250 SF)	(assumes dimensions of 45'x50' or	3.90	8,775.00	
3	Dumpster Rental, hauling and disposal of old equipment/spoils. Includes dump fees.	990.00	2,970.00	
1	Machine rental	1,250.00	1,250.00	
1	Metal Commercial Play System: PARKSVILLE with INTEGRATED SHADE
Use Zone 50'x42' Colors TBD.	39,986.00	39,986.00T	
1	Installation -
Includes removing a section of fence for access, and replacing it after installation	19,900.00	19,900.00	
1	Inbound freight	2,400.00	2,400.00	
	Ground cover: loose rubber mulch, option to upgrade to poured rubber or turf			
42	8" Molded Playground Borders - 4' long	65.00	2,730.00T	
2,250	Commercial Weedblock Fabric, per square foot. Includes freight and installation.	0.75	1,687.50T	
17	Rubber Playground Mulch (per 2000 lb. pallet)	995.00	16,915.00T	
	Optional upgrade to poured rubber or turf: add approximately $26,000. EPDM topcoat (over standard poured rubber surface) add additional
$11,500			
1	Permitting Services; includes site plan	1,500.00	1,500.00	
1	City/County Building Dept Fees (estimated)	1,500.00	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.
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

TOTAL
$89,720.00

DATE 11/01/2024

ADDRESS	SHIP TO

Montecito Community Devel
208 Montecito Dr. Satellite Beach, FL 32937

Montecito Community Devel
208 Montecito Dr.
Satellite Beach, FL 32937

QTY DESCRIPTION	RATE	AMOUNT

	Option 2: smaller playset, with leaf roof		
1	Removal of existing equipment	3,600.00	3,600.00	
2,250	Removal of existing poured rubber (assumes dimensions of 45'x50' or 2250 SF)	3.90	8,775.00	
3	Dumpster Rental, hauling and disposal of old equipment/spoils. Includes dump fees.	990.00	2,970.00	
1	Machine rental	1,250.00	1,250.00	
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	28,537.00	28,537.00T	
1	Installation -
Includes removing a section of fence for access, and replacing it after installation	14,900.00	14,900.00	
1	Inbound freight	2,100.00	2,100.00	
	Ground Cover: loose rubber mulch, option to upgrade to poured rubber or turf			
42	8" Molded Playground Borders - 4' long.	65.00	2,730.00T	
17	Rubber Playground Mulch (per 2000 lb. pallet)	995.00	16,915.00T	
2,250	Commercial Weedblock Fabric, per square foot. Includes freight and installation.	0.75	1,687.50T	
	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			
1	Permitting Services; includes site plan	1,500.00	1,500.00	

1  City/County Building Dept Fees (estimated)	1,500.00	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	86,464.50	
TAX	3,255.50	
TOTAL	$89,720.00	
	THANK YOU.	

Accepted By	Accepted Date

PARKSVILLE

CreativeRecProducts.com	407.695.8855	FLplaygrounds@gmail.com

SKYLER

CreativeRecProducts.com	407.695.8855	FLplaygrounds@gmail.com

TRUST

For over a decade, our customers have entrusted us to provide safe and affordable playground and recreational equipment. Our team of Certified General Contractors and Playground Safety Inspectors will insure that your project is completed to perfection, providing truly turnkey service, with every step of the process from planning and budgeting, through the installation being handled under one roof.

1-800-573-7529 | www.proplaygrounds.com

Pro Playgrounds 8490 Cabin Hill Road Tallahassee, FL 32311

Playground and surfacing

Project Name

Quote
Date	Estimate #	
11/14/2024	36212	

Montecito CDD Kisha Wagner 208 Montecito Dr.
Satellite Beach, FL 32937

Ship To

Montecito CDD Kisha Wagner 208 Montecito Dr.
Satellite Beach, Fl 32937

Customer / Bill To

WE WILL BEAT ANY PRICE BY 5%!

Item	Description	Qty	Cost	Total:	
	1. Supply and Install Augusta play structure				
	2. Install 2600 square feet of poured in place				
	rubber surfacing, with a 50% color tpv and 50%				
	black tpv over an aggregate rock subbase.				
	3. Install 45 tons aggregate sub base for additional				
	space (or less if sub surface is stable and only need				
	top dress w compacting)				
	4. removal and disposal of existing play equipment				
	and rubber surfacing				
	
**PLAY EQUIPMENT**				
23-PMF019	Augusta	1	38,897.00	38,897.00T	
Shipping	Combined Shipping and Freight Charges	1	2,994.00	2,994.00	
	**SURFACING MATERIALS**				
TPV-BT	Premium 1350 Black Granules T	55	37.00	2,035.00T	
TPV-CT24	Color TPV Granules T	55	105.00	5,775.00T	
SBR	SBR Buffings	209	28.35	5,925.15T	
ARODT	PremArc Aromatic T Binder Drum	5	1,699.00	8,495.00T	
AROPT	PremArc Aromatic Binder-T Pail	9	182.00	1,638.00T	
Shipping	Combined Shipping and Freight Charges	1	2,760.00	2,760.00	
	**RAW MATERIALS**				
	Subtotal:	
	Sales Tax: (7.5%)	
	Total:	
Terms and Conditions - Price valid for 30 days and subject to change. 1. If installation is not included with your purchase, client will be responsible for coordinating, receiving and unloading of all goods, delivery drivers will not help unload goods. 2. Client will be responsible to inspect goods for defect, damage or missing parts, any deficiency or missing parts must be noted on delivery slip. 3. Client will be responsible for costs due to cancelled or missed delivery appointments. 4. Client has reviewed all items, colors and descriptions on this quote for accuracy and correctness. 5. If quote includes installation of goods, the installation is subject to the terms and conditions of Pro Playgrounds “Standard Installation Agreement” a copy of which may be obtained from your Sales Representative.
1-800-573-7529	|	www.proplaygrounds.com
Page 1

Pro Playgrounds 8490 Cabin Hill Road Tallahassee, FL 32311

Playground and surfacing

Project Name

Quote
Date	Estimate #	
11/14/2024	36212	

Montecito CDD Kisha Wagner 208 Montecito Dr.
Satellite Beach, FL 32937

Ship To

Montecito CDD Kisha Wagner 208 Montecito Dr.
Satellite Beach, Fl 32937

Customer / Bill To

WE WILL BEAT ANY PRICE BY 5%!

Item	Description	Qty	Cost	Total:	
AGG	Locally sourced crushed aggregate base materials	40	45.00	1,800.00	
	(ABC Crush and Run Typical)				
	**RENTALS, LABOR, AND INSTALLATION**				
22-Rentals	Rentals Necessary for Installation	1	2,310.00	2,310.00	
TRSH	Fees for dumpsters, debris hauling or other	3	836.54	2,509.62	
	trash/materials removal including spoils from				
	ecavations.				
LBR	Labor and Installation-new playground equipment	1	22,500.00	22,500.00	
LBR	Labor and Installation- new poured in place rubber	1	20,314.00	20,314.00	
	and aggregate sub base				
LBR	Labor and Installation- removal and disposal of	1	7,314.00	7,314.00	
	existing equipment and rubber surfacing.				
	Subtotal:	
$125,266.77	
	Sales Tax: (7.5%)	
$4,707.39	
	Total:	$129,974.16	
Terms and Conditions - Price valid for 30 days and subject to change. 1. If installation is not included with your purchase, client will be responsible for coordinating, receiving and unloading of all goods, delivery drivers will not help unload goods. 2. Client will be responsible to inspect goods for defect, damage or missing parts, any deficiency or missing parts must be noted on delivery slip. 3. Client will be responsible for costs due to cancelled or missed delivery appointments. 4. Client has reviewed all items, colors and descriptions on this quote for accuracy and correctness. 5. If quote includes installation of goods, the installation is subject to the terms and conditions of Pro Playgrounds “Standard Installation Agreement” a copy of which may be obtained from your Sales Representative.
1-800-573-7529	|	www.proplaygrounds.com
Page 2

50/50 Granules

PIP with 50/50 granules

Poured In Place Color Granule Options

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Montecito Community Development District

Review and Consideration of Treadmill Proposals

Brown Fitness Services, LLC
1082 Old Millpond Road Viera, FL 32940
(321) 254-9966
brownfitness@thegymguru.com

Quote

Date	Quote #	
9/24/2024	3629	

Customer	Premises	
Montecito CDD	Montecito CDD	
6200 Lee Vista Boulevard,	208 Montecito Dr.	
Suite 300	Satellite Beach, FL 32937	
Orlando, FL 32822		

Qty	Description	Rate	Total	
1	Service Call	90.00	90.00	
1	Tech Time / Labor	90.00	90.00	
	LABOR TOTAL		180.00	
1	RBT031T Running Belt, Thermoplastic Urethane, Pre-Treated ( Aftermarket)	300.00	300.00T	
1	0K65-01263-0000 Deck	215.00	215.00T	
4	0017-00103-0198 NUT: 1/4 -20, TINNERMAN, ST, ZN	2.00	8.00T	
4	0017-00101-1775 Deck Screws	2.00	8.00T	
1	0K58-01268-0000 End Cap, Rear, T-Series	15.00	15.00T	
	Freight/Shipping ( $25.00 + $41.38)	66.38	66.38	
	PARTS TOTAL		612.38	
	Lifefitness 93T Treadmill ( s/n: TTL103383) Treadmill belt cut, not safe to use due to potential			
	failure - deck is worn on both sides . Broken End Cap Replace running belt, deck , hardware &			
	end cap			
TERMS:Parts cost needed up front to place order, remainder billed at net 30 after work is completed	Subtotal	
$792.38	
	Sales Tax (0.0%)	
$0.00	
	Total	
$792.38	

Approved By: 	

Date: 	

Brown Fitness Services, LLC
1082 Old Millpond Road Viera, FL 32940
(321) 254-9966
brownfitness@thegymguru.com

Quote

Date	Quote #	
9/26/2024	3630	

Customer	Premises	
Montecito CDD	Montecito CDD	
6200 Lee Vista Boulevard,	208 Montecito Dr.	
Suite 300	Satellite Beach, FL 32937	
Orlando, FL 32822		

Qty	Description	Rate	Total	
1	LifeFItness Aspire Treadmill SL Model (ASPT-SL)	5,269.00	5,269.00T	
1	Freight/Installation	682.61	682.61	
	***** Deposit of 75% due to place order with remainder due upon installation *****			
	
https://www.lifefitness.com/en-us/catalog/cardio/treadmills/aspire			
Terms - 75% deposit to place order, 25% balance due upon delivery.	Subtotal	
$5,951.61	
	Sales Tax (0.0%)	
$0.00	
	Total	
$5,951.61	

Approved By: 	

Date: 	

Date	Estimate #	
11/24/2024	7467	

Melbourne, FL 32935
321-591-8635

Montecito CDD - Vesta Property Services Kisha Wagner
Satellite Beach, FL

Name / Address

Description	Qty	Cost	Total	
Tech Time 2 hrs each unit.(Discounted hourly rate applied - regularly $125 hour)
-Install new running belts and decks on treadmills.	4	85.00	340.00	
Running Belts	2	350.00	700.00T	
New Decks	2	400.00	800.00T	
NOTES:
-The units are old and rusty, though they can be fixed, not recommended do to cost and cannot be warranted due to age and condition of equipment. More than happy to do if wanted.				
Thank you for your business		Sales Tax (7.0%)	
$105.00	
		Total	
$1,945.00	

Commercial Health & Exercise Inc.
1270 N. Wickham Rd Ste. 16-714
Melbourne, FL 32935
321-591-8635

Estimate

Date	Estimate #	
11/24/2024	7466	

Montecito CDD - Vesta Property Services Kisha Wagner
Satellite Beach, FL

Name / Address

Description	Qty	Cost	Total	
Sports Art Commercial Treadmills Model T645L.	2	6,495.00	12,990.00T	
-Retails for $8250. Discount with multiple purchase.				
Sports Art Commercial Recumbent Bike Model C574R. Retails for	1	4,595.00	4,595.00T	
$5260				
Sports Art Upright Bike Model #C535. Retails for $3000	1	2,000.00	2,000.00T	
Freight, Delivery & Setup	1	2,500.00	2,500.00	
Warranty -		0.00	0.00	
5 Years Parts				
5 Years Labor				
75% Deposit Required to Order				
-Includes 1 year of general maintenance				
Thank you for your business		Sales Tax (7.0%)	
$1,370.95	
		Total	
$23,455.95	

comhealth94@yahoo.com

E-mail

Date	Estimate #	
11/18/2024	7464	

Melbourne, FL 32935
321-591-8635

Montecito CDD - Vesta Property Services Kisha Wagner
Satellite Beach, FL

Name / Address

Description	Qty	Cost	Total	
Sports Art Light Commercial Treadmill Model #635A	1	5,595.00	5,595.00T	
Sports Art Commercial Treadmill Model 645L	1	7,695.00	7,695.00T	
Sports Art ECO Friendly Treadmill 32% less energy than a standard	1	11,000.00	11,000.00T	
motor				
Freight, Delivery & Setup			0.00	
-To be determined				
		Sales Tax (7.0%)	
$1,700.30	
		Total	
$25,990.30