Parker Road Community Development District
3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817, 407-723-5900, FAX 407-723-5901 www.parkerroadcdd.com

The Board of Supervisors Meeting of Parker Road Community Development District will be held Friday, October 21, 2022, at 11:00 a.m. at Causseax, Hewett & Walpole 11801 Research Drive, Alachua, FL 32615. The following is the proposed agenda for this meeting.

Call in number: 1-844-621-3956 Passcode: 790 562 990 #
https://pfmgroup.webex.com/meet/carvalhov BOARD OF SUPERVISORS’ MEETING AGENDA
Organizational Matters
Call to Order
Roll Call
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]

General Business Matters
Consideration of the Minutes of the July 15, 2022, Auditor Selection Committee Meeting
Consideration of the Minutes of the July 15, 2022, Board of Supervisors Meeting
Update on the Pool Repairs
Consideration of Resolution 2023-01, Adopting Revised Budget FY 2022
Review and Acceptance of FY 2022 Final Budget Expenditures and Balance
Review and Acceptance of FY 2022 Special Assessment Spending
Review and Consideration of the Grau & Associates Engagement Letter for FY 2022 Audit Report
Discussion Pertaining to Vacant Board of Supervisors Seats & Review of Resumes
Discussion Pertaining Reserve Study Process
Ratification of Payment Authorizations 163 – 175
Review of District Financial Statements

Other Business
Staff Reports
District Counsel
District Engineer
District Manager
Field Manager & Lifestyle Manager – Update on the following items
Audience Comments
Supervisors Requests

Adjournment

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Public Comment Period

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Consideration of the Minutes of the July 15, 2022, Auditor Selection Committee Meeting

MINUTES OF MEETING

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION COMMITTEE MEETING
Friday, July 15, 2022 Causseaux, Hewett & Walpole
11801 Research Drive, Alachua, FL 32615
11:00 a.m.

Board Members present at roll call:

Kelly White	Chairperson			
Andy Hagan	Vice Chairperson			
Barbara Staras	Assistant Secretary			
Tara Ezzell	Assistant Secretary	(via phone)		
Also present were:				
Vivian Carvalho	District Manager - PFM Group Consulting LL	C
(via phone) (via phone) (via phone) (via phone) (via phone)	
Katie Buchanan	District Counsel - Kutak Rock LLP		
Jennifer Glasgow	PFM Group Consulting LLC		
Steve Bovio	ICI Homes		
Kaytlan Forret/Carrey	Leland Management		
James Stowers	ICI Homes		
Bruce Yancey	Homeowner		

FIRST ORDER OF BUSINESS	Call to Order and Roll Call

Ms. Carvalho called to order the meeting of the Auditor Selection Committee of the Parker Road Community Development District at 11:07 a.m. and proceeded with roll call. The Committee Members and Staff in attendance are outlined above.

Public Comment Period

There were no public comments at this time.

SECOND ORDER OF BUSINESS	Review	of	Auditing	Services
Proposals

James Moore & Co., P.L
Berger, Toombs, Elam, Gaines & Frank

Grau & Associates

Ms. Carvalho read the following scores that were given to the three companies that provided bids.

Berger & Toombs – 97.2 points Grau & Associates – 99.4 points James Moore – 100 points

Discussions were had regarding staying with the current auditor or switching to a new one. Ultimately, James Moore’s score was changed to 99 and the Board suggested staying with the current auditor of Grau & Associates due to their past great experience and scope of work for the District.

On MOTION by Mr. Hagan, seconded by Ms. Staras, with all in favor, the Auditor Selection Committee approved moving forward with an engagement letter for Grau & Associates.

THIRD ORDER OF BUSINESS	Adjournment

There were no other questions or comments. Ms. Carvalho requested a motion to adjourn.

On MOTION by Mr. Hagan, seconded by Ms. Staras, with all in favor, the July 15, 2022, Auditor Selection Committee Meeting for the Parker Road Community Development District was adjourned at 11:20 a.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Consideration of the Minutes of the July 15, 2022, Board of Supervisors Committee Meeting

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS MEETING
Friday, July 15, 2022 Causseaux, Hewett & Walpole
11801 Research Drive, Alachua, FL 32615
11:00 a.m.

Board Members present at roll call:

Kelly White	Chairperson			
Andy Hagan	Vice Chairperson			
Barbara Staras	Assistant Secretary			
Tara Ezzell	Assistant Secretary	(via phone)		
Also present were:				
Vivian Carvalho	District Manager - PFM Group Consulting LL	C
(via phone) (via phone) (via phone) (via phone) (via phone)	
Katie Buchanan	District Counsel - Kutak Rock LLP		
Jennifer Glasgow	PFM Group Consulting LLC		
Steve Bovio	ICI Homes		
Kaytlan Forret/Carrey	Leland Management		
James Stowers	ICI Homes		
Bruce Yancey	Homeowner		

FIRST ORDER OF BUSINESS	Organizational Matters Call to Order and Roll Call
This meeting was called to order by Ms. Carvalho at 11:21 a.m. and roll call was initiated. Quorum was established with the attendance of Board Members Kelly White, Andy Hagan, and Barbara Staras. Others in attendance or via speaker phone are listed above.

Public Comment Period

There were no public comments at this time.

SECOND ORDER OF BUSINESS	General Business Matters

Review of Auditor Selection Committee Rankings & Selection of Auditor

Ms. Carvalho explained that the Auditor Selection Committee had ranked Grau & Associates highest in the scoring process and suggested a motion to move forward with an engagement letter.

On MOTION by Ms. Staras, seconded by Mr. Hagan, with all in favor, the Board approved the Auditor Selection Committee Rankings & Selection of Grau & Associates as the Auditor.

Consideration of the Minutes of the April 15, 2022, Board of Supervisors’ Meeting

The Board reviewed the minutes.

On MOTION by Ms. White, seconded by Ms. Staras, with all in favor, the Board approved the Minutes of the April 15, 2022, Board of Supervisors’ Meeting.

Consideration of the Minutes of the April 29, 2022, Auditor Selection Committee Meeting

The Board reviewed the minutes.

On MOTION by Ms. Staras, seconded by Mr. Hagan, with all in favor, the Board approved the Minutes of the April 29, 2022, Auditor Selection Committee Meeting.

Consideration of the Minutes of the April 29, 2022, Board of Supervisors Meeting

The Board approved the minutes.

On MOTION by Mr. Hagan, seconded by Ms. White, with all in favor, the Board approved the Minutes of the April 29, 2022, Board of Supervisors Meeting.

Review & Acceptance of Fiscal Year 2021 Audit Report

Ms. Carvalho requested a motion to approve Adopting the Revised Budget FY 2021.

On MOTION by Ms. Staras, seconded by Ms. White, with all in favor, the Board accepted the Fiscal Year 2021 Audit Report.

Review & Acceptance of the Stormwater Needs Analysis Report

Ms. Carvalho gave a brief explanation about the Stormwater Needs Analysis as it was just implemented this year. There was no need to re-file the report.

On MOTION by Ms. Staras, seconded by Ms. Ezzell, with all in favor, the Board accepted the Stormwater Needs Analysis Report.

Review and Acceptance of the Arbitrage Rebate Compliance Services

Ms. Carvalho requested a motion to accept the Compliance Services.

On MOTION by Mr. Hagan, seconded by Ms. White, with all in favor, the Board accepted the Arbitrage Rebate Compliance Services.

Public Hearing on the Adoption of the District’s Annual Budget
Public Comments and Testimony
Board Comments
Consideration of Resolution 2022-06, Adopting the Fiscal Year 2023 Budget and Appropriating Funds

On MOTION by Ms. White, seconded by Ms. Staras, with all in favor, the Board opened the Public Hearing.

Ms. White had been working with the PFM office when going over the Budget where she had reclassified two categories. The Phase 5 landscape maintenance was proposed at
$40,000.00 but changed to $20,000.00 where the remaining $20,000.00 was moved to Contingency. The CAM at $40,000.00 was also eliminated and moved up to Contingency as well. It was discussed that 25% of the budget would roll over to the start of FY 2023 which would roughly come out to around $300,000.00.

On MOTION by Ms. Staras, seconded by Mr. Hagan, with all in favor, the Board closed the Public Hearing.

The total net revenue of the proposed budget would total $1,361,502.00 where the gross assessment will be $1,449.86.

On MOTION by Ms. Ezzell, seconded by Ms. Staras, with all in favor, the Board approved Resolution 2022-06, Adopting the Fiscal Year 2023 Budget and Appropriating Funds.

Public Hearing on the Imposition of Special Assessment
Public Comments and Testimony
Board Comments
Consideration of Resolution 2022-07, Imposing Special Assessments and Certifying an Assessment Roll

On MOTION by Mr. Hagan, seconded by Ms. White, with all in favor, the Board opened the Public Hearing.

It was stated that the 68% is $293,500.47 and the 32% is 138,117.87.

On MOTION by Ms. Staras, seconded by Ms. White, with all in favor, the Board closed the Public Hearing.

On MOTION by Mr. Hagan, seconded by Ms. White, with all in favor, the Board approved Resolution 2022-07, Imposing Special Assessments and Certifying an Assessment Roll.

Consideration of Resolution 2022- 08, Adopting the Annual Meeting Schedule for Fiscal Year
2022-2023

Ms. Carvalho suggested keeping the meetings in the same location. No one had run for the open seats which means that during the January meeting, the Board will have to appoint two people from the community to the vacant seats. There was discussion of having a workshop for the new resident seat holders so that there will be a smoother transition and better understanding given to the new Board members.

On MOTION by Ms. Staras, seconded by Ms. Ezzell, with all in favor, the Board approved Resolution 2022-08, Adopting the Annual Meeting Schedule for Fiscal Year 2022-2023.

Letter from the Supervisor of Elections - Alachua County

Ms. Carvalho stated that there are currently 706 registered voters for the District as of May 19, 2022.

On MOTION by Ms. Staras, seconded by Ms. White, with all in favor, the Board accepted the Letter from the Supervisor of Elections - Alachua County.

Ratification of Payment Authorizations 150 – 162

Ms. Carvalho requested a motion to ratify the payment authorization.

On MOTION by Ms. Staras, seconded by Ms. Ezzell, with all in favor, the Board ratified Payment Authorizations 150 – 162.

Review of District Financial Statements

No comments were made regarding the District Financial Statements.

THIRD ORDER OF BUSINESS	Other Business	
	Staff Reports	
District Counsel – No Report		
District Engineer – Not Present		

District Manager – Ms. Carvalho noted that the next meeting will be held in October which will be at the start of FY 2023.

FOURTH ORDER OF BUSINESS		Audience Comments and Supervisors Requests

Ms. Forret introduced Carrie G. who works with Leland Management as a POA Manager and Bobby who is a Field Manager.

Mr. Bovio spoke on pool repairs. The current pool contractor has signed seal plans that he will put in for permit in September. They are currently in the process of getting a heating contractor who can service the pool heaters. They want to start the repair around the end of October/beginning of November. Perfect Pools will be doing the repair. Ms. Buchanan suggested a motion for the Board to authorize the work.

On MOTION by Mr. Hagan, seconded by Ms. Staras, with all in favor, the Board authorized the work from Perfect Pools to commence when ready.

FIFTH ORDER OF BUSINESS	Adjournment

There was no further business to discuss. Ms. Carvalho requested a motion to adjourn.

On MOTION by Ms. Staras, seconded by Mr. Hagan, with all in favor, the July 15, 2022, Board of Supervisors Meeting of the Parker Road Community Development District was adjourned at 12:15 p.m.

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Update on the Pool Repairs

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Consideration of Resolution 2023-01, Adopting Revised Budget FY 2022
Review and Acceptance of FY 2022 Final Budget Expenditures and Balance
Review and Acceptance of FY 2022 Special Assessment Spending

RESOLUTION 2023-01

THE REVISED ANNUAL APPROPRIATION RESOLUTION OF THE PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT (THE “DISTRICT”) RELATING TO THE REVISED ANNUAL APPROPRIATIONS AND ADOPTING THE REVISED BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2021, AND ENDING SEPTEMBER 30, 2022

WHEREAS, the Parker Road Community Development District Board of Supervisors (the “Board”) previously approved and adopted an annual budget for the fiscal year beginning October 1, 2021 and ending September 30, 2022, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, the Board now desires to revise the annual budget for the fiscal year beginning October 1, 2021 and ending September 30, 2022; and

WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that the District Board by passage of the Annual Appropriation Resolution shall adopt a budget for the each fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year; and

WHEREAS, the District Manager has prepared a Proposed Budget, whereby the Proposed Budget projects the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT;

Section 1.	Budget

That the Board of Supervisors has reviewed the District Manager’s Proposed Budgets, a copy of which is on file with the office of the District Manager and at the District’s Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

That the District Manager’s Proposed Budgets, attached hereto as Exhibit “A,” are hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes, and incorporated herein by reference; provided, however, that the comparative figures contained in the adopted budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures for fiscal year 2021- 2022.

That the adopted budget shall be maintained in the office of the District Manager and at the District’s Records Office and identified as “The Revised Budget for the Parker Road Community Development District for the Fiscal Year Beginning October 1, 2021 and Ending September 30, 2022", as adopted by the Board of Supervisors on October 21, 2022.

Section 2.	Appropriations

There is hereby appropriated out of the revenues of the Parker Road Community Development District, for the fiscal year beginning October 1, 2021, and ending September 30, 2022, the sum of money to be raised by the levy of assessments and otherwise, which sum is deemed by the Board of Supervisors to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND	$	

TOTAL ALL FUNDS	$	

Section 3.	Supplemental Appropriations

The Board may authorize by resolution, supplemental appropriations or revenue changes for any lawful purpose from funds on hand or estimated to be received within the fiscal year as follows:

Board may authorize a transfer of the unexpended balance or portion thereof of any appropriation item.

Board may authorize an appropriation from the unappropriated balance of any fund.

Board may increase any revenue or income budget amount to reflect receipt of any additional unbudgeted monies and make the corresponding change to appropriations or the unappropriated balance.

The District Manager and Treasurer shall have the power within a given fund to authorize the transfer of any unexpected balance of any appropriation item or any portion thereof, provided such transfers do not exceed Ten Thousand ($10,000) Dollars or have the effect of causing more than 10% of the total appropriation of a given program or project to be transferred previously approved transfers included. Such transfer shall not have the effect of causing a more than $10,000 or 10% increase, previously approved transfers included, to the original budget appropriation for the receiving program. Transfers within a program or project may be approved by the Board of Supervisors. The District Manager or Treasurer must establish administrative procedures which require information on the request forms proving that such transfer requests comply with this section.

Introduced, considered favorably, and adopted this 21st day of October 2022.

ATTEST:	PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT	

Secretary	By:	 Its:		

EXHIBIT A
Parker Road Community Development District
Revised Fiscal Year 2022 Annual Operations & Maintenance Budget

Actual thru 9/30/22	Approved FY 2022	Revised FY 2022	Change	
	Budget	Budget		

Revenues								
Maintenance Assessments	$1,199,044.73		1,197,173.00		1,197,173.00		0.00	
Other Income & Other Financing Sources	13,400.28		0.00		0.00		0.00	
Carry Forward Surplus	0.00		0.00		0.00		0.00	
Interest Income	72.04		0.00		0.00		0.00	
Net Revenues	$1,212,517.05		1,197,173.00		1,197,173.00		0.00	

General & Administrative Expenses								
Public Official Insurance	$2,689.00		2,900.00		2,900.00		0.00	
Supervisor Fees	800.00		1,600.00		1,600.00		0.00	
Trustee Fees	4,040.63		12,000.00		12,000.00		0.00	
District Management	25,000.00		25,000.00		25,000.00		0.00	
Engineering	3,887.00		1,000.00		3,900.00		-2,900.00	
Dissemination Agent	10,000.00		10,000.00		10,000.00		0.00	
Property Appraiser	75.00		75.00		75.00		0.00	
District Counsel	4,419.30		5,000.00		5,000.00		0.00	
Assessment Administration	12,500.00		12,500.00		12,500.00		0.00	
Reamortization Schedule	0.00		500.00		500.00		0.00	
Audit	6,200.00		6,000.00		6,200.00		-200.00	
Arbitrage	2,200.00		1,000.00		2,200.00		-1,200.00	
Legal Advertising	3,057.12		2,500.00		3,100.00		-600.00	
Miscellaneous - Office/Admin (Travel, phone, postage, copies)	1,242.70		1,500.00		1,500.00		0.00	
Website Maintenance	2,970.00		2,400.00		3,300.00		-900.00	
Dues, Licenses & Fees	175.00		475.00		475.00		0.00	
General Insurance	4,449.00		3,800.00		4,449.00		-649.00	
Contingency	144,605.93		136,000.00		150,000.00		-14,000.00	
Total General & Administrative Expenses	228,310.68		224,250.00		244,699.00		-20,449.00	
Field Expenses								
Field Management	14,850.00		18,000.00		18,000.00		0.00	
Landscape Maintenance (all phases)	295,141.05						0.00	
Landscape Maintenance Phase 1	0.00		129,010.00		129,010.00		0.00	
Landscape Maintenance Phase 2	0.00		30,660.00		30,660.00		0.00	
Landscape Maintenance Phase 3	0.00		37,500.00		37,500.00		0.00	
Landscape Maintenance Phase 4	0.00		55,200.00		55,200.00		0.00	
Landscape Maintenance Collector Rd Large Pond	0.00		45,228.00		45,228.00		0.00	
Landscape Maintenance Phase 5	0.00		40,000.00		40,000.00		0.00	
Landscape Improvement	28,370.20		15,000.00		30,000.00		-15,000.00	
Straw-Mulch - Excluding Amenity	25,650.59		41,609.00		41,609.00		0.00	
Empty Waste Stations-Excluding amenities	0.00		0.00		0.00		0.00	
Tree Trimming	5,316.00		15,000.00		15,000.00		0.00	
Irrigation Maintenance	33,195.54		40,000.00		40,000.00		0.00	
Pressure Clean Curbs and Walks(Phase 1,2,3 Clubhouse)	0.00		35,972.00		16,517.00		19,455.00	
Electric - Street Lights / private lighting / Irrigation	12,187.95		10,000.00		15,000.00		-5,000.00	
Reclaim water	18,325.77		38,500.00		20,000.00		18,500.00	
Conservation Maintenance includes lake and wetland maintenance	18,280.00		31,000.00		22,500.00		8,500.00	
Maintenance Person	0.00		50,000.00		0.00		50,000.00	
General Maintenance	49,534.47		30,000.00		55,000.00		-25,000.00	
Total Field Expenses	500,851.57		662,679.00		611,224.00		51,455.00	

Amenity Expenses								
Amenity Insurance	$25,404.00		27,000.00		25,425.00		1,575.00	
Janitorial Supplies	3,297.59		7,500.00		4,000.00		3,500.00	
Swimming Pool Maintenance	38,768.88		23,500.00		40,000.00		-16,500.00	
Amenity - Dues & Licenses	125.00		100.00		125.00		-25.00	
Maintenance and Repair	23,032.88		20,000.00		25,000.00		-5,000.00	
Lifestyles Programming	34,340.47		30,000.00		35,000.00		-5,000.00	
Lifestyles Coordinator	51,823.40		61,000.00		61,000.00		0.00	
Amenity Electric	33,120.50		38,200.00		38,200.00		0.00	
Amenity Phone	2,032.34		3,000.00		3,000.00		0.00	
Amenity Gates / Control Access	1,649.00		4,000.00		2,500.00		1,500.00	
Amenity Cable	2,346.18		5,000.00		2,750.00		2,250.00	
Refuse Services and trash removal	2,191.44		1,500.00		2,250.00		-750.00	
Fitness Maintenance	7,830.12		10,000.00		8,500.00		1,500.00	
Gas	0.00		5,000.00		500.00		4,500.00	
Amenity Building Pest Control	3,170.00		3,200.00		3,200.00		0.00	
Soccer Field maintenance	0.00		0.00		0.00		0.00	
Tennis Courts (2) Basketball Court (1)	3,110.00		10,000.00		3,500.00		6,500.00	
Landscape maintenance	43,799.88		43,800.00		43,800.00		0.00	
Mulch	0.00		11,600.00		0.00		11,600.00	
Reclaim- Domestic Water	39,538.30		5,844.00		42,500.00		-36,656.00	
Total Amenity Expenses	315,579.98	310,244.00	341,250.00	-31,006.00

Total Expenses	1,044,742.23	1,197,173.00	1,197,173.00	0.00

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Review and Consideration of the Grau & Associates Engagement Letter for FY 2022 Audit Report

f)

Grau & Associates
CERTIFIED PUBLIC ACCOUNTANTS

951 Yamato Road • Suite 280 Boca Raton, Florida 33431
(561) 994-9299 • (800) 299-4728
Fax (561) 994-5823
www.graucpa.com

July 25, 2022

To Board of Supervisors
Parker Road Community Development District 3501 Quadrangle Blvd., Ste. 270
Orlando, FL 32817

We are pleased to confirm our understanding of the services we are to provide Parker Road Community Development District, Hillsborough County, Florida ("the District") for the fiscal year ended September 30, 2022, with the option of four (4) additional one-year renewals. We will audit the financial statements of the governmental activities and each major fund (general. debt service, capital projects, and special revenue funds), including the related notes to the financial statements, which collectively comprise the basic financial statements of Parker Road Community Development District as of and for the fiscal year ended September 30, 2022, with the option of four (4) additional one-year renewals. In addition, we will examine the District's compliance with the requirements of Section 218.415 Florida Statutes.
Accounting principles generally accepted in the United States of America provide for certain required supplementary infonmation (RSI), such as management's discussion and analysis (MD&A), to supplement the District's basic financial statements. Such infonmation, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. As part of our engagement, we will apply certain limited procedures to the District's RSI in accordance with auditing standards generally accepted in the United States of America. These limited procedures will consist of inquiries of management regarding the methods of preparing the information and comparing the infonmation for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We will not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
The following RSI is required by generally accepted accounting principles and will be subjected to certain limited procedures, but will not be audited:
Management's Discussion and Analysis.
Budgetary comparison schedule
The following other information accompanying the financial statements will not be subjected to the auditing procedures applied in our audit of the financial statements, and our auditor's report will not provide an opinion or any assurance on that information:
Compliance with FL Statute 218.39 (3) (c)
Audit Objectives
The objective of our audit is the expression of opinions as to whether your financial statements are fairly presented, in all material respects, in confonmity with U.S. generally accepted accounting principles and to report on the fairness of the supplementary information referred to in the second paragraph when considered in relation to the financial statements as a whole. Our audit will be conducted in accordance with auditing standards generally accepted in the United States of America and the standards for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and will include tests of the accounting records of the District and other procedures we consider necessary to enable us to express such opinions. We will issue a written report upon completion of our audit of the District's financial statements. We cannot provide assurance that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion or add emphasis-of-matter or other-matter paragraphs. If our opinion on the financial statements is other than unmodified, we will discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to fonm or have not formed an opinion, we may decline to express an opinion or issue a report, or may withdraw from this engagement.
We will also provide a report (that does not include an opinion) on internal control related to the financial statements and compliance with the provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a material effect on the financial statements as required by Government Auditing Standards. The report on internal control and on compliance and other matters will include a paragraph that states (1) that the purpose of the report is solely to describe the scope of testing of internal control and compliance, and the results of that testing, and not to provide an opinion on the effectiveness of the District's internal control on compliance, and (2) that the report is an integral part of an audit perfonmed in accordance with Government Auditing Standards in considering the District's internal control and compliance. The paragraph will also state that the report is not suitable for any other purpose. If during our audit we become aware that the District is subject to an audit requirement that is not encompassed in the terms of this engagement, we will communicate to management and those charged with governance that an audit in accordance with U.S. generally accepted auditing standards and the standards for financial audits contained in Government Auditing Standards may not satisfy the relevant legal, regulatory, or contractual requirements.

Examination Objective
The objective of our examination is the expression of an opinion as to whether the District is in compliance with Florida Statute
218.415 in accordance with Rule 10.556(10) of the Auditor General of the State of Florida. Our examination will be conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants and will include tests of your records and other procedures we consider necessary to enable us to express such an opinion. We will issue a written report upon completion of our examination of the District's compliance. The report will include a statement that the report is intended solely for the information and use of management, those charged with governance, and the Florida Auditor General, and is not intended to be and should not be used by anyone other than these specified parties. We cannot provide assurance that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion or add emphasis-of-matter or other-matter paragraphs. If our opinion on the District's compliance is other than unmodified, we will discuss the reasons with you in advance. If, for any reason, we are unable to complete the examination or are unable to form or have not formed an opinion, we may decline to express an opinion or issue a report or may withdraw from this engagement.
Other Services
We will assist in preparing the financial statements and related notes of the District in conformity with U.S. generally accepted accounting principles based on information provided by you. These nonaudit seivices do not constitute an audit under Government Auditing Standards and such services will not be conducted in accordance with Government Auditing Standards. The other services are limited to the financial statement services previously defined. We, in our sole professional judgment, reserve the right to refuse to perfonn any procedure or take any action that could be construed as assuming management responsibilities.
Management Responsibilities
Management is responsible for compliance with Florida Statute 218.415 and will provide us with the information required for the examination. The accuracy and completeness of such infonnation is also management's responsibility. You agree to assume all management responsibilities relating to the financial statements and related notes and any other nonaudit services we provide. You will be required to acknowledge in the management representation letter our assistance with preparation of the financial statements and related notes and that you have reviewed and approved the financial statements and related notes prior to their issuance and have accepted responsibility for them. In addition, you will be required to make certain representations regarding compliance with Florida Statute 218.415 in the management representation letter. Further, you agree to oversee the nonaudit services by designating an individual, preferably from senior management, who possesses suitable skill, knowledge, or experience; evaluate the adequacy and results of those seivices; and accept responsibility for them.
Management is responsible for designing, implementing and maintaining effective internal controls, including evaluating and monitoring ongoing activities, to help ensure that appropriate goals and objectives are met; following laws and regulations; and ensuring that management and financial information is reliable and properly reported. Management is also responsible for implementing systems designed to achieve compliance with applicable laws, regulations, contracts, and grant agreements. You are also responsible for the selection and application of accounting principles, for the preparation and fair presentation of the financial statements and all accompanying information in conformity with U.S. generally accepted accounting principles, and for compliance with applicable laws and regulations and the provisions of contracts and grant agreements.
Management is also responsible for making all financial records and related information available to us and for the accuracy and completeness of that information. You are also responsible for providing us with (1) access to all infonnation of which you are aware that is relevant to the preparation and fair presentation of the financial statements, (2) additional infonnatlon that we may request for the purpose of the audit, and (3) unrestricted access to persons within the government from whom we detennine it necessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and for confinning to us in the written representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole.
You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the government involving (1) management, (2) employees who have significant roles in internal control, and (3) others where the fraud could have a material effect on the financial statements. Your responsibilities include infonning us of your knowledge of any allegations of fraud or suspected fraud affecting the government received in communications from employees, former employees, granters, regulators, or others. In addition, you are responsible for identifying and ensuring that the government complies with applicable laws, regulations, contracts, agreements, and grants and for taking timely and appropriate steps to remedy fraud and noncompliance with provisions of laws, regulations, contracts or grant agreements, or abuse that we report.
Management is responsible for establishing and maintaining a process for tracking the status of audit findings and recommendations. Management is also responsible for identifying and providing report copies of previous financial audits, attestation engagements, performance audits or other studies related to the objectives discussed in the Audit Objectives section of this letter. The District will provide a statement describing corrective actions to be taken in response to each of our recommendations included in the audit report, if any, and relaying to us corrective actions taken to address significant findings and recommendations resulting from those audits, attestation engagements, petionnance audits, or other studies. You are also responsible for providing management's views on our current findings, conclusions, and recommendations, as well as your planned corrective actions, for the report, and for the timing and format for providing that information.

With regard to the electronic dissemination of audited financial statements, including financial statements published electronically on your website, you understand that electronic sites are a means to distribute information and, therefore, we are not required to read the information contained in these sites or to consider the consistency of other information in the electronic site with the original document.
Audit Procedures-General
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributable to the government or to acts by management or employees acting on behalf of the government. Because the detennination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonable assurance of detecting abuse.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because we will not perfonn a detailed examination of all transactions, there is a risk that material misstatements may exist and not be detected by us, even though the audit is properly planned and perfonned in accordance with U.S. generally accepted auditing standards and Government Auditing Standards. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. Our responsibility as auditors is limited to the period covered by our audit and does not extend to later periods for which we are not engaged as auditors.
Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts and may include tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected individuals, funding sources, creditors, and financial institutions. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about your responsibilities for the financial statements; compliance with laws, regulations, contracts, and grant agreements; and other responsibilities required by generally accepted auditing standards.
Audit Procedures-Internal Control
Our audit will include obtaining an understanding of the government and its environment, including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing, and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to preventing and detecting errors and fraud that are material to the financial statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the financial statements. Our tests, if performed, will be less in scope than would be necessary to render an opinion on internal control and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to Government Auditing Standards.
An audit is not designed to provide assurance on internal control or to identify significant deficiencies or material weaknesses. However, during the audit, we will communicate to management and those charged with governance internal control related matters that are required to be communicated under AICPA professional standards and Government Auditing Standards.
Audit Procedures-Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we will perform tests of the District's compliance with the provisions of applicable laws, regulations, contracts, agreements, and grants. However, the objective of our audit will not be to provide an opinion on overall compliance and we will not express such an opinion in our report on compliance issued pursuant to Government Auditing Standards.
Engagement Administration, Fees, and Other
We understand that your employees will prepare all confirmations we request and will locate any documents selected by us for testing.
The audit documentation for this engagement is the property of Grau & Associates and constitutes confidential infonnation. However, subject to applicable laws and regulations, audit documentation and appropriate individuals will be made available upon request and in a timely manner to a cognizant or oversight agency or its designee, a federal agency providing direct or indirect funding, or the U.S. Government Accountability Office for purposes of a quality review of the audit, to resolve audit findings, or to carry out oversight responsibilities. We will notify you of any such request. If requested, access to such audit documentation will be provided under the supervision of Grau & Associates personnel. Furthermore, upon request, we may provide copies of selected audit documentation to the aforementioned parties. These parties may intend, or decide, to distribute the copies or information contained therein to others, including other governmental agencies. Notwithstanding the foregoing, the parties acknowledge that various documents reviewed or produced during the conduct of the audit may be public records under Florida law. The District agrees to notify Grau & Associates of any public record request it receives that involves audit documentation,

The auditor agrees and understands that Chapter 119, Florida Statutes, may be applicable to documents prepared in connection with the services provided hereunder and agrees to cooperate with public record requests made thereunder. In connection with this Agreement, the auditor agrees to comply with all provisions of Florida's public records laws, including but not limited to Section 119.0701, Florida Statutes, the terms of which are incorporated herein. Among other requirements, the auditor must:

Keep and maintain public records required by the District to perform the service.
Upon request from 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.
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 tenm and following completion of the Agreement if the auditor does not transfer the records to the District.
Upon completion of this Agreement, transfer, at no cost, to the District all public records in possession of the auditor or keep and maintain public records required by the District to perfonm the service. If the auditor transfers all public records to the District upon completion of this Agreement, the auditor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the auditor keeps and maintains public records upon completion of the Agreement, the auditor 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.

IF THE AUDITOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE AUDITOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT PFM GROUP CONSULTING, LLC., 3501 QUADRANGLE BLVD., STE. 270, ORLANDO, FL 32817, 407-723-5900.

This agreement provides for a contract period of one (1) year with the option of one (1) additional, one-year renewals upon the written consent of both parties. Our fee for these services will not exceed $5,000 for the September 30, 2022. The fees for the fiscal years, 2023, 2024, 2025 and 2026 will not exceed $5,200, $5,400, $5,600 and $5,800, respectively, unless there is a change in activity by the District which results in additional audit work or if Bonds are issued.

We will complete the audit within prescribed statutory deadlines, with the understanding that your employees will provide infom1ation needed to perform the audit on a timely basis. We acknowledge that the District must submit its annual Audit to the Auditor General no later than nine (9) months after the end of the audited fiscal year. Accordingly, we will deliver a draft audit to the District no later than May 1, 2023. All accounting records (including, but not limited to, trial balances, general ledger detail, vendor files, bank and trust statements, minutes, and confinmations) for the fiscal year ended September 30, 2022 must be provided to us no later than March 15, 2023, in order for us to deliver a draft audit to the District no later than May 1, 2023. If the draft is timely reviewed by management, the final audit will be provided no later than June 1, 2023.

The audit documentation for this engagement will be retained for a minimum of five years after the report release date. If we are aware that a federal awarding agency or auditee is contesting an audit finding, we will contact the party(ies) contesting the audit finding for guidance prior to destroying the audit documentation.

Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. Invoices will be submitted in sufficient detail to demonstrate compliance with the tenns of this agreement. In accordance with our firm policies, work may be suspended if your account becomes 60 days or more overdue and may not be resumed until your account is paid in full. If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon written notification of termination, even if we have not completed our report. You will be obligated to compensate us for all time expended and to reimburse us for all out-of-pocket costs through the date of termination. The above fee is based on anticipated cooperation from your personnel and the assumption that unexpected circumstances will not be encountered during the audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimate.

This agreement may be renewed each year thereafter subject to the mutual agreement by both parties to all terms and fees. The
fee for each annual renewal will be agreed upon separately.

The District has the option to terminate this agreement with or without cause by providing thirty (30) days written notice of termination to Grau & Associates. Upon any tennination of this agreement, Grau & Associates shall be entitled to payment of all work and/or services rendered up until the effective termination of this agreement, subject to whatever claims or off sets the District may have against Grau & Associates.

We will provide you with a copy of our most recent external peer review report and any letter of comment, and any subsequent peer review reports and letters of comment received during the period of the contract. Our 2019 peer review report accompanies this letter.

We appreciate the opportunity to be of service to Parker Road Community Development District and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. This letter, with any addendum if applicable, constitutes the complete and exclusive statement of the agreement between Grau & Associates and the District with respect to the terms of the engagement between the parties.

Very truly yours, Grau & Associates
c::r-	-

Antonio J. Grau

RESPONSE:
This letter correctly sets forth the understanding of Parker Road Community Development District.
By	:I,.(, U <S'j,,. , \--o ,
Title:	C'c(>-4.>
Date:	2\  \:L'Z..-
'

•

' AICPA:

Peer Review Progrom

rlondl lmtitllt«!ot Cut.f"IN f\A>I<:Ncoununu
FICPA Poor Rovlow Program
Administered In Florida
bv The Florida Institute of CPAs

AICPA Poor Rovlow Program
Administered In Florida by the Florida Institute of CPAs

February 20, 2020

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

Dear Antonio Grau:

It is my pleasure to notify you that on February 20, 2020, the Florida Peer Review Committee accepted the report on the most recent system Review of your firm. The due date for your next review is December 31, 2022. This is the date by which all review documents should be completed and submitted to the administering entity.

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

,M,

Thank you for your cooperation. Sincerely,
FfCPA Pwi RwtMV

Peer Review Tearn
FICPA Peer Review Committee paul@ficpa.org
800-342-3197 ext. 251

Florida Institute of CPAs

cc: Daniel Hevia, Racquel McIntosh

Firm Number: 900004390114	Review Number. 571202

3800 Esplanade Way, Suite 210 I Tallahassee. Fl 323111800.342.3197 In Flonda i 850.224.2727 I Fax· 850 222.8190 I -w.f1cpa.org

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Discussion Pertaining to Vacant Board of Supervisors Seats & Review of Resumes

Brenda Jones Oakmont Community Br.torre@wingate.edu (910) 987-2156

My name is Brenda Jones and I am writing to express my intention of applying for the board position. I believe I am the responsible and perceptive individual you are looking for. My family moved to the Oakmont Community in May of 2022. My professional life includes a commitment to serving the needs of children, youth and families as a Social Worker. I have been a mental health professional in the social work field for over 4 years. I have a Masters in Social Work from the University of Southern California along with a Bachelor of Science in Human Services from North Carolina’s Wingate University. I am skilled in developing and planning achievable goals with clients. I have studied many modalities and am a lifelong learner inspired by the abundance of opportunities available to enrich the lives of my clients. I have several years of experience helping adults, teens, and children navigate challenges and make changes to lead more fulfilling lives. I make a great addition to any interdisciplinary team and am always willing to provide assistance to my neighbors. I am open to orientation, expanding my working relationships, and increasing my knowledge in problem solving skills in our community.

I am the wife of Cpt. Xavier Jones the previous United States Army Trauma Training Detachment Commander of Miami and the current Deputy Director for the Florida Army Healthcare Talent Acquisition Team. I am the mother of two wonderful children ages 1 and 3. As a family we enjoy long walks around our community, swimming and food truck fridays.

Thank you for taking the time to learn more about my professional and personal background. I am excited to have this opportunity to make an impact in our community.

Sincerely,

Chirayu ‘Chip’ Patel
11913 SW 24th Lane, Gainesville, FL 32608 chip.realestate@gmail.com
Cell – 352 410 9746
Education
Bachelors of Architecture, Maharaja Sayajirao University, Baroda, India (1999)

Licensure & Certifications
Florida Real Estate Broker’s License
Graduate Realtor Institute (GRI)
Certified International Property Specialist (CIPS)
Short Sales & Foreclosure (SFR)
Registered Architect, Council of Architecture, India
Professional Experience/Employment
Associate Broker, Pepine Commercial (Pepine Realty), Gainesville, Florida, August 2016 - present • Progressively moved to Associate Brokerspecializing in Commercial/Residential property sales • Communicate with sellers, buyers, and renters to understand needs, budget and timeline for residential or commercial purchases
Collaborate with clients and coach them through the negotiation, pricing, mortgage and legal process requirements
Conduct transactions with a multitude of commercial clients for Hospitality, Retail and Office spaces acquisition and leasing
Business Manager, Shree Lake City Inc., Lake City, Florida, June 2013 – March 2015 • Responsible for comprehensive store operations, store profits, and all expenses including labor, inventory levels and cash and inventory shortages
Managed accounts payables and receivables
Negotiated contracts and pricing with suppliers; evaluated price changes and established promotions • Resolved customer complaints in a timely and professional manner
Completed daily reconciliation of transactions, monitor cash over/short, identify inventory shrinkage • Maintained regulatory compliance with State of Florida Regulatory agencies
Completed licensure renewals and tax payments at monthly, quarterly, and annual intervals • Managed staff hiring, training and scheduling
Architectural Consultant, Chirayu Patel & Associates, Vadodara, India, August 1999 – Dec 2014 • Worked independently as an Architectural Consultant, Interior Designer and Landscape designer • Conceptualized, Designed and executed various projects for commercial, industrial and residential clientele • Planned and Executed facilities, designed workshops, utility buildings and office spaces of an Industrial unit for Engineering, Equipment rental and Logistics Company
Coordinated and managed consultants, contractors and team of skilled laborers
Negotiated terms and conditions with vendors and contractors
Regular site visits for assured quality job was one of the core principles
Checked and certified bills for payments from clients
Provided guidance to high school graduates and recently graduated professionals • Provided Honorary services to a Senior Living Home
Assistant Architect, Shirgaokar & Associates, Vadodara, India, August 1999 – August 2005
Worked on Concepts and Design development with models and presentation drawings • Completed drawings according to codes for permits from local authority
Generated high quality construction drawings and working details for execution
Made required site visits to monitor work progress
Conducted and coordinated building services with consultants and contractors
Worked on Institutional, Commercial and Residential Projects
Mentored interns and recent Architect graduates
Did photography of under construction and completed projects for documentation

Volunteer Organizations
Citizens Advisory Committee for Community Development, City of Gainesville – Chair o Oversee the

process of for allocation of HUD block grant to Non-Profit Organization and make recommendations to City Commission
Review, assess and vet through funding applications and presentations
Conduct site visits, research and recommend funding allocations to necessary City Commission
City Beautification Board, City of Gainesville – Vice Chair
Manage the process of selection & nominations of the Awardees. Also, Organize and co-lead the Annual City Beautification Awards
Manage Arbor Day celebration activities such as tree giveaways to interested citizens of the community
Gujarati Samaj of the Gatorland, Gainesville – Committee Member
Organize events throughout the year to celebrate Indian Festivals to introduce and instill Indian culture and values in the Indian Community
Indian Cultural and Education Center Tower Road Project
Participate in pre-construction planning process of a new Campus
Indian Cultural and Education Center - Committee Member, Logistics
Gainesville Modern - Group of Mid-Century Modern Architecture Patrons
Qrganize annual tours for citizens to view mid-century buildings in Gainesville
Facilitate presentations by Architects and Designers for design awareness
Collaborate with the University of Florida to survey Gainesville’s Mid-Century modern houses

Professional Memberships
Urban Land Institute (ULI)
National Association of Realtors (NAR)
Florida Realtors
Gainesville Alachua County Association of Realtors (GACAR)
Council of Architecture (India)
Hyperlink for Portfolio https://drive.google.com/drive/folders/0B23_jDzJAOxUfnNnaFV2aUlxNzV5Mi1GMzEtaUotM2NQVXFKS3Fs XzJ3T HU3YVVQWW16QW8?resourcekey=0-3EHJgoZn5s49vJ2yU7lrCQ&usp=sharing

Flint Wipke
Oakmont Community
Wipke11@yahoo.com
(352) 339-0328

I first moved to Gainesville in 1987 when I was 4 years old. I attended Glen Springs Elementary, Westwood Middle, & PK Yonge DRS. I started my college career at SFCC on a baseball scholarship before transferring to Tallahassee CC and finishing up at Georgia Southern University with a degree in Business Management. I was drafted by the Los Angeles Angels in 2005 and spend 6 years playing professional baseball all over the country.

I moved back to Gainesville at the end of my baseball career in 2010 upon the news of becoming a father (June, 11 years old attending Queen of Peace). I have worked for Patterson Dental Supply since 2012 and have served the dental community in Gainesville and surrounding areas since. I built my first house in Oakmont in September of 2015 with Tommy Williams and it is currently being rented at 11772 SW 30th Ave. I built my 2nd house in September of 2021 with ICI at 3021 SW 118th Drive.

I am also a business owner in the community. I purchased and started the franchise, Mosquito Joe of Gainesville-Ocala in 2018 and acquired Mosquito Joe of Orlando with a partner in 2021. I have deep roots and I am heavily invested in this community as a whole.

"Do what you can, with what you have, where you are."
-Theodore Roosevelt

Jason Brower

RE: Oakmont CDD Board of Supervisors open position

Jason Brower is the Associate Director for the United States Department of Agriculture, Rural Development, Florida/US Virgin Islands.

Prior professional positions include: Deputy Chief Financial Officer, US Department of Veteran’s Affairs, New Hampshire; Financial Analyst, US Department of the Air Force, Hanscom AFB; Budget Analyst, US Department of Defense, Dover AFB. In these roles he has routinely been responsible for annual budgets of more than $100M and supervised staff of up to 75 people.

He served from 1992 to 2012 as a Non-Commissioned Officer in the United States Army and has received numerous awards and commendations for exemplary performance.

Jason has regularly displayed sound judgment and been responsible to make tough decisions at multiple levels within the US government, often in stressful environments.

Jason earned an MBA from Columbia Southern University
where he was recognized for academic excellence and a DBA from Northcentral University.

Contact
11880 SW 32nd Lane Gainesville, Florida 32608

302-399-0167

jason.r.brower@gmail.com

Mike Mueller
Oakmont Community Mikemueller100@gmail.com
(239) 239-1211

My name is Mike Mueller and I would like to be considered for a position on the Oakmont CDD Board of Supervisors. I am looking forward to the opportunity of working together with other board members and the management team to continue to make Oakmont a great place to live for current and future residents.

I have lived in Oakmont since 2020 and have enjoyed raising my family and making new friends throughout the community. I have been encouraged by several members of the community to seek a board position as I have a genuine interest in seeing that all members of our community feel welcome and are excited to live here in this wonderful neighborhood.

I believe my knowledge of construction, budgets, and landscape maintenance would be an asset to the board in addition to my ability to connect/communicate with people to help resolve any problems that may arise. My goals are to see the community grow towards the needs of the residents and families that live here in Oakmont. I believe it is important for funds to be appropriately distributed in order to achieve this goal.
Maintenance and upkeep of the community are very important to me as we have a vested interest in keeping our property values high as we continue to recruit new neighbors.

I appreciate your consideration for this position and am available should you have any follow up questions.

Yair Raz - CEO, Innovo Concepts, Inc.

Yair Raz moved to Florida after living in the Silicon Valley, California for over 20 years. After spending a few years in South Florida, he and his wife moved to Gainesville in December 2021. They love Gainesville for having a wonderful quality of life and being a great place to raise a family.
Mr. Raz is a Research and Development executive with more than 35 years of experience in the hi-tech industry, working with companies across the United States and internationally, as well as founding several successful startups.
Mr. Raz previously served on the board of the South Peninsula Hebrew Day School and the Homestead High School Music Boosters. He also advised venture capitalists in the Bay Area, California and was a Tae Kwon Do instructor. Most recently he was a member of BIG, a South Florida business leaders’ group.
Along with his technology expertise, Mr. Raz has many years of experience working with diverse groups, leading to efficient and effective decision-making. As CEO of Innovo Concepts, he was able to bring together multiple stakeholders towards a common goal. Mr. Raz is a patient listener who values the ideas of others and takes great pride in helping create a strong, tight knit communities.
In his free time, Mr. Raz enjoys playing guitar, working out in the gym, taking walks around the Oakmont community, and spending time with his 4-month-old grandson.

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Discussion Pertaining to Reserve Study Process

Reserve Study Proposal
November 5, 2021 Prepared for:
Oakmont, Parker Road District

Submitted to:
Carla De Yorgi

Leland Management 750 SW 60th Ave, Suite A,
Ocala, FL 34476
(352) 653-2034
cdeyorgi@lelandmanagement.com

Submitted by:
Global Solution Partners info@GlobalReserveStudies.com (844) 477-7883

Executive Summary

This proposal fee for a Full Reserve Study with Site Visit includes:
Proposal delivery
Meeting at the time of site evaluation
Site evaluation
Initial report delivery
One report revision
Final report delivery
Participation in one board meeting via teleconference, upon request
The Reserve Study will comply with the following standards:
Community Associations Institute (CAI) National Reserve Study Standards
State regulations
Site work performed by local Reserve Consultant
Project overseen by a CAI Reserve Specialist
Site evaluation promptly scheduled upon receipt of completed client questionnaire
Initial report delivered within 30 days of receipt of completed client questionnaire
To learn more about Global Solution Partners or see a sample report visit: globalsolutionpartners.com/communities/ • globalsolutionpartners.com/sample
Service Options

Option #1: Full Reserve Study with Site Visit for $3,900.00. Payment is due in full upon delivery of the initial report.
Option #2: Clear Vision Package for a total of $8,580.00. The Clear Vision Package includes three Reserve Studies, paid annually for three years. It consists of one Full Reserve Study with Site Visit + one Reserve Study Update without Site Visit + one Reserve Study Update with Site Visit = $8,580.00, paid in three annual installments.
$4,290.00, is due on delivery of the Full Reserve Study initial report. $2,145.00 is due on the first anniversary date, at which time a Reserve Study Update without Site Visit will be performed. $2,145.00 is due on the second anniversary date, at which time a Reserve Study Update with Site visit will be performed. See the Fees section on page 9 for more detail.

Option #3: Ongoing Partnership Solution for a down payment of $1,560.00 and monthly payments of $136.50. The Ongoing Partnership Solution includes four Reserve Studies, paid monthly for five years. It consists of one Full Reserve Study with Site Visit + two Reserve Study Updates without Site Visits + one Reserve Study Updates with Site Visit = a total fee of
$9,750.00.
A down payment of $1,560.00 is due upon proposal acceptance. $136.50 is due monthly for a five-year term. See the Fees section on page 9 for more detail.

Options #2 and #3 allow the association to spread out and budget for future study costs.

A reserve study is used as a financial planning tool to assist in developing an organization’s capital expense budget.
In order to preserve property values within a community, it is necessary to repair or replace major
common-area components such as roofs, boilers, elevators, balconies, seawalls, asphalt surfaces and more.
This requires an organization to put aside or “reserve” funds for these future expenses. A properly developed reserve study offers a funding plan to be used in the annual budgeting process. The timeframe for projections made in the Reserve Study is called the “study period” and is typically 30 years.

Parts of a Reserve Study
Physical analysis
Component Inventory
Estimated useful life expectancies
Estimated remaining useful life expectancies

Financial Analysis
Estimated replacement costs
Current fund status
Funding plan

Types of Reserve Studies

Full Reserve Study with Site Visit – This is a full Study with an on-site evaluation. It is performed if the property is new, if the previous study deemed unreliable, or if the most recent study was not performed within the past 5 years.
Reserve Study Update with Site Visit – This is an update to a previous reserve study, including an onsite evaluation. This is recommended to be performed approximately every two years after the Full Reserve Study.
Reserve Study Update without Site Visit – This is an update to a previous reserve study without an onsite evaluation. It is recommended annually in those years that a reserve study with a site visit is not performed.

I.	Legal, fiduciary, and financing requirements	
	While many states have specific regulations regarding funding an organization’s reserve accounts, all Boards of Directors have a fiduciary obligation which includes being responsible when it comes to financial planning for the association. Additionally, it is becoming commonplace for lenders and buyers to scrutinize reserve accounts.	
II.	Maintain property values	
	There is a strong correlation between how well a community is maintained and the property values within that community. Unfortunately, some communities are poorly maintained as a result of poor planning. A Reserve Study provides a financial road map to ensure there will be adequate funds to keep the community in good repair.	
III.	Repair and replacement plan	
	Most have heard the saying “If you fail to plan… then you plan to fail.” A Reserve Study not only acts as a financial plan but also serves as a guide for scheduling needed future repairs and replacements.	
IV.	Minimize the need for special assessments and loans	
	Special assessments and loans are not terms that most owners want to hear and are frequently needed as a result of poor planning. The information in a Reserve Study allows for better planning and therefore will help avoid the need for special assessments or loans.	
V.	Fairly distributes the contributions	
	Funding the reserves at proper levels facilitates everyone, both current and future owners paying their fair share. While underfunding of the reserves is a disservice to future owners and overfunding of reserves is a disservice to current owners.	

Who is Global Solution Partners?

The Global Solution Partners team has local expertise with a global vision and is committed to being your partner in finding customized solutions for your organization.
At the core of our very existence is the devotion to not merely satisfy our clients but to continually DELIGHT them and establish a mutually beneficial long-term relationship.
Here is what you can expect from us to accomplish this:

Experience. On average, our team members have over 20 years of experience in the industry and hold many certifications and licenses including contracting, engineering, roofing, code inspection, real estate, project management, home inspection, pest control, etc.
Expertise. All projects are overseen by a CAI certified Reserve Specialist.
Education. We proactively seek out opportunities to continually educate our team members and our clients.
Customization. No two communities are identical. We present customized solutions meeting the specific needs of your organization.
Responsiveness. On average, we deliver the initial report within 30 days of receiving the completed client questionnaire.
Communication. Clear and frequent communication is the key to any successful relationship.
Dedication. Our team is “Dedicated to Delight” our clients without exception!
Fulfilling Needs. Offering pertinent services for your organization. Such as Insurance Appraisals, Property Condition Assessments (PCAs), Transition Studies, etc.
Involvement. Our team members play an active role in the development of the industry through their participation in leading organizations such as the Community Association Institute (CAI) and the American Resort Development Association (ARDA).

Sampling of Communities Served Near You

Bartram Park Preserve Homeowners Association - Jacksonville, FL Summer Key Condos - Jacksonville, FL
Venture Professional Center - Jacksonville, FL Villages of Summer Lakes - Jacksonville, FL River Shore - Jacksonville, FL
Seven Pines Island - Jacksonville, FL La Belle Maison - Pensacola, FL
Meadow Glenn of Marion County - Ocala, FL Atlantic Beach Country Club - Atlantic Beach, FL The Arbors - Ocala, FL
Derby Downs Condominiums - Ocala, FL Destiny East - Destin, FL
Cross Creek Mandarin - Jacksonville, FL Forest Creek - Jacksonville, FL Caribbean Dunes - Destin, FL Chandelle Subdivision - Pensacola, FL
Lullwater Beach Condominium Association - Panama City Beach, FL Club at Mexico Beach - Mexico Beach, FL
Haile Village Center Owners Association - Gainesville, FL

References

Baybridge COA - Gulf Breeze, FL Amanda Pacitti - apacitti@epmfl.net Etheridge Property Management

Oxford Estate - St Johns, FL Ted Antol - tantol@bcmservices.net
BCM Services, Inc.

Sevilla Community Common Area - Atlantic Beach, FL Tina Yamada - tyamada@vista-cam.com
Vista Community Association Management

Devonaire Condo COA, Inc - Pembroke Pines, FL Gerardo Garcia - ggarcia@grsmgt.com
GRS Management Associates, Inc.

Poppleton Creek Condominium Association - Stuart, FL Paul Skyers - p_skyers@pbcrc.org
Poppleton Creek Condo Association, Inc.

Lake Mary Medical Complex Condo Association - Lake Mary, FL Katie Landers - Director of Commercial Associations - katie@fcpg.com
First Capital Property Group, Inc.

VHC Building J Commercial Condo Association - Orlando, FL Katie Landers - Director of Commercial Associations - katie@fcpg.com
First Capital Property Group, Inc.

Bellechase - Ocala, FL
Chad Peck - cpeck@lelandmanagement.com Leland Management

Seawinds Condos - Ormond Beach, FL Adriana Albanese - Adriana@AlbaneseHollander.com
Albanese Hollander, Inc.

Osprey Branch Condos - Jacksonville, FL Brian Hooie - Brian@KingdomManagement.com
Kingdom Management

Proposal Date: November 5, 2021

Global Solution Partners is pleased to present the following Reserve Study proposal for Oakmont, Parker Road District.
Oakmont, Parker Road District Property Details
Number of dwelling units: 999 - 2 Funding Plans
Type of buildings within the community: Single Family Homes
Property Location: 2649 SW 117th St,, Gainesville, FL 32608
Common unit exteriors included in the study: N/A
Sampling of common elements to be included in the study: Clubhouse, Parking areas, Playgrounds, Pool, Sport courts, Tennis courts
What To Expect (once we receive the signed acceptance)

Within two business days you will receive a greeting with a link to a client questionnaire.
Once we receive the completed client questionnaire your dedicated Project Manager will promptly schedule a site evaluation. Please return the questionnaire within 3 business days of receiving. The projected report delivery is 30 days from receiving the completed client questionnaire.
Our Site Specialist will conduct a site evaluation. It is preferred but not always mandatory that a client representative attends the site evaluation.
The Project Manager will compile all of the information, and create a customized funding plan.
The Project Manager will deliver the initial report typically within 30 days of receiving the completed client questionnaire. At this time, payment in full is due.
The Client has 60 days to review and submit questions, comments, and suggested edits to the report.
The Project Manager will collaborate with the Client on potential edits to the report. If needed, revisions to the initial report are typically completed within 2 weeks of receiving confirmation from the Client of specific changes. There is no additional fee for revising the report the one time.
Scope of Services

This Study will be in compliance with the Community Associations Institute (CAI) National Reserve Study Standards, as well as any applicable state guidelines. This study is designed to assist the Client in developing a capital expense budget for the repair or replacement of listed components for the subject property.
The onsite evaluation will include the following:
Meeting with client representative (if desired)
Creation of component inventory list (in collaboration with the Client)
Determining quantities and measurements of components on the inventory list

Establishing an estimated useful life expectancy for each component
Establishing an estimated remaining life expectancy for each component based on its current condition.
The offsite report generation process will include the following:
Continued collaboration with the Client to ensure the most accurate customized report
Review of documentation (e.g. CC&Rs, building plans, site plans, maintenance plans, previous studies) provided by the Client
Review of the reserve account information provided by the Client
Compilation of component inventory list information
Development of a customized funding plan
Delivery of initial report to the Client
Appropriate revisions (one time) to report as determined in collaboration with the Client
Delivery of final report.

Pre-site Visit Questionnaire and Document Request

In order for Global Solution Partners to provide the most thorough and accurate Reserve Study Report possible, the Client shall complete a questionnaire and document request which will be provided to the Client upon acceptance of this proposal. The Client agrees to deliver the completed questionnaire and requested documents to Global Solution Partners within three business days of receiving it.

Initial here: 	

Fees

There are three options for the Reserve Study services presented in this proposal. Options #2 and #3 allow the association to spread out and budget for future study costs.

Option #1: Full Reserve Study with Site Visit for $3,900.00

The Full Reserve Study is a stand-alone study with a site visit that includes all items listed under the Scope of Services section on page 8. This study will be performed promptly after Global Solution Partners receives the completed client questionnaire. The total fee for this option is
$3,900.00. The payment is due in full upon delivery of the initial report.

Option #2: Clear Vision Package for a total of $8,580.00

The Clear Vision Package includes one Full Reserve Study with a site visit to be performed promptly after Global Solution Partners receives the completed client questionnaire. Two updates will be performed in the two subsequent years. The first will be a Reserve Study Update without Site Visit, which will occur on or about the first anniversary of the original Full

Reserve Study. The second update will be a Reserve Study Update with Site Visit, which will occur on or about the second anniversary of the original Full Reserve Study.
The total fee for this option is $8,580.00, paid annually for three years. $4,290.00, is due on delivery of the Full Reserve Study initial report. $2,145.00 is due on the first anniversary date, at which time a Reserve Study Update without Site Visit will be performed. $2,145.00 is due on the second anniversary date, at which time a Reserve Study Update with Site visit will be performed.
Option #3: Ongoing Partnership Solution for a down payment of $1,560.00 and monthly payments of $136.50
The Ongoing Partnership Solution includes one Full Reserve Study with a site visit to be performed promptly after Global Solution Partners receives the completed client questionnaire. Additionally, three updates will be performed over the five-year term. The Client will choose the timing of one Reserve Study Update with Site Visit and two Reserve Study Updates without Site Visits.
After the five-year term, the service agreement will automatically renew for an additional five-year term with Global Solution Partners providing three Reserve Study Updates and consulting in the same manner as outlined above for the initial term. If the Client wishes to
discontinue the service they must do so in writing no later than 30 days prior to the end of the initial term.
A down payment of $1,560.00 is due upon proposal acceptance. $136.50 is due monthly for a five-year term on or before the last day of the month, beginning the calendar month following the month in which the proposal acceptance was received. Monthly payments will be made using the Pay Now options listed on your monthly invoice email. Follow the link and choose the payment option you prefer; Debit/Credit or Bank Transfer. The total five-year cost is $9,750.00.
Termination

If Option #2 or Option #3 is chosen and the Client wishes to terminate the agreement at any point during the agreement period, the Client is obligated to pay immediately the balance of the uncollected fees for reserve study services rendered. Accounts in arrears more than 30 days shall accrue interest at 1.5% per month. The Client will be responsible for all costs, including reasonable attorney fees, incurred in pursuing collection.

Additional Services

Upon client request, additional services (such as meeting attendance beyond those included or additional rounds of revisions) may be provided at our normal hourly rate (currently $150 per hour).
Reserve Study Production Procedures Report Delivery
The preliminary report is typically delivered to the Client within 30 days of receiving the completed client questionnaire. The report production time may vary based on the availability of documents provided by the Client, client responsiveness to specific questions, and existing workload. Upon client request, a quicker report delivery may be arranged if agreed to in advance.

Interest and Inflation

Unless specifically requested otherwise by the Client, interest on the reserve fund balances and inflation on the future replacement costs will be factored into the study. It is important that the Client has the study updated every year or two to keep these variables current and relevant.

Study Period

Unless otherwise agreed upon with the Client, the study period will include the 30 year period immediately following the study start date.

Report Revisions

Global Solution Partners is highly focused on working collaboratively with the Client to ensure that the Reserve Study delivered is customized to the Client’s needs. With that in mind, upon delivery of the initial report, the Client should closely review the Reserve Study and submit all questions, comments, and suggested edits in writing to Global Solution Partners within 60 days. Revisions will typically be completed within two weeks of receiving the written request. There is no additional charge for the first round of revisions. Subsequent revisions may be billed at our normal hourly rate. If the Client provides no request within 60 days of the delivery of the initial report then the initial report shall be considered to be the final report.

Initial here: 	

Meeting Participation

At the request of the Client, a Global Solution Partners representative will be available to meet with the Client after the delivery of the initial report to discuss the Reserve Study recommendations and to answer any questions. This meeting will be via teleconference. There

is no additional charge for this first meeting. Additional meetings will be charged at our normal hourly rate.

Remaining Useful Life Estimates

The remaining useful life expectancies assigned to components/systems within the study are based on typical life expectancies for similar components/systems, industry experience, and apparent current visible condition at the time of the site evaluation. These estimates are in no way to be considered a guarantee of the remaining life of any component or system and are to be viewed as general guides for the sole purpose of assisting in financial planning. Many factors may impact the actual life expectancies including but not limited to: manufacturing quality, installation methods, maintenance practices, usage, and climate conditions.

Replacement Cost Estimates

The replacement/maintenance costs assigned to components/systems within the study are based on multiple sources including specific information provided by the Client, professional experience, cost estimating guides, and Global Solution Partners’s proprietary database. The estimates are in no way to be considered bids for replacement/maintenance of the components/systems and there is no guarantee implied that the estimates will be in alignment with actual costs. The estimates are to be viewed as general guides for the sole purpose of assisting in financial planning.

Information Provided by Client

It is assumed by Global Solution Partners that all financial and other information provided by the Client is accurate and complete. The Client is responsible for providing requested available documents for review. Examples of documents typically requested are, CC&Rs, site plans, reserve fund balance statements, and maintenance records.

Confidentiality

Global Solution Partners agrees to treat as confidential all client information collected during the performance of this study. The Client agrees that the Reserve Study report provided by Global Solution Partners contains intellectual property and the Client, therefore, will not rely on its content in the formation of any report or evaluation performed by a third party without the express written consent of Global Solution Partners.

Purpose of the Reserve Study

The purpose of the Reserve Study report is to provide recommendations for funding reserve accounts allocated to capital expenses associated with the replacement/maintenance of included components/systems. This study is not intended to be or take the place of an

Insurance Appraisal, Property Condition Assessment, engineering services, or any other specialized analysis.

Site Evaluation Procedures Standards of Care
Global Solution Partners will perform the Reserve Study in accordance with the Community Association Institute (CAI) guidelines. This service is not intended to identify all defects nor provide any guarantee for future performance for any of the components/systems.

Visual Evaluation

The site evaluation performed for a Reserve Study is visual in nature and designed to evaluate the current condition of a representative sampling of the components/systems included in the study for the sole purpose of determining approximate remaining useful life expectancies in order to create a guideline for future replacement/maintenance timing and cost. Hidden components such as but not limited to concealed piping and wiring are evaluated solely on their approximate age, environmental conditions, and anecdotal information provided by the Client.
The evaluation is not intended to be an exhaustive inspection nor any type of engineering analysis. The Site Specialist will not open or disassemble any equipment, enter any areas where access is not readily provided, nor enter any areas that may be deemed hazardous. Upon client request, Global Solution Partners may perform or arrange to have performed inspections, analysis, or testing by qualified individuals. Fees and conditions of such services would be separate and apart from this agreement.

Unless otherwise specifically added to and defined under the What to Expect section of this agreement on page 8, evaluation of and/or reporting on the following are specifically excluded from the service provided under this agreement. This includes building codes, fire safety codes, municipal ordinances, zoning requirements, ADA compliance, hazardous materials (such as but not limited to radon, lead paint, EMFs, asbestos, and mold), concealed components/systems, latent defects, specialty equipment, etc.

Site Access

The Client agrees to provide Global Solution Partners access to all areas (secured and unsecured) of the site needed to collect information for the purpose of generating the Reserve Study report. This includes access to the roof if (applicable) and all other elements listed in the Property Details section on page 8. If special equipment (such as ladders or lifts) is needed to safely access certain areas it shall be provided by the Client.

It is expected that a client representative will meet Global Solution Partners onsite at the
pre-arranged date and time to provide access if in-person access is required. If for any reason

the site or any area thereof cannot be accessed at the scheduled time, and this results in requiring additional trips, the Client agrees to additional fees billed at our normal hourly rate to cover the additional site and travel time.

Notice to Residents

It is the Client’s responsibility to notify the occupants on the site of the presence of Global Solution Partners in advance of the scheduled date of the site visit.

Additional Services

Upon client request, Global Solution Partners may perform or arrange to have performed inspections, analysis, or testing by qualified individuals. Fees and conditions of such services would be separate and apart from this agreement.

Expiry

This Proposal is valid for 6 months from the date of the proposal.

Proposal Acceptance

Please complete the information below, electronically sign, or manually sign and return by email to info@globalreservestudies.com. Or, fax to (844) 477-7883.
The Client agrees to the following:

The study is to be performed according to the terms stated in this proposal.
The Client will coordinate access to the property with Global Solution Partners.
The Client will complete and return the pre-site visit questionnaire within three business days of receiving it and provide the requested documents to the extent they are available.
The funding recommendations in the report are opinions based on a visual evaluation of representative components at the time of the site visit, in the readily accessible areas of the property, and from information provided by the Client and/or their representative. The report is not a guarantee, warranty, or insurance policy.
The Client understands and agrees that the liability of Global Solution Partners, its employees, and its agents, is limited to the collected Reserve Study Fee.
Name of Association: Oakmont, Parker Road District Property Location: 2649 SW 117th St,, Gainesville, FL 32608 Proposal Date: November 5, 2021

Service Options

Options #2 or #3 allow the association to spread out and budget for future study costs. Please initial one option only.
Initial:   Option #1: Full Reserve Study with Site Visit for $3,900.00. Payment is due in full upon delivery of the initial report.

Initial:   Option #2: Clear Vision Package for $8,580.00. The Clear Vision Package includes three Reserve Studies, paid annually for three years. It consists of one Full Reserve Study with Site Visit + one Reserve Study Update without Site Visit + one Reserve Study Update with Site Visit = $8,580.00, paid in three annual installments.

$4,290.00, is due on delivery of the Full Reserve Study initial report. $2,145.00 is due on the first anniversary date, at which time a Reserve Study Update without Site Visit will be performed. $2,145.00 is due on the second anniversary date, at which time a Reserve Study Update with Site visit will be performed. See the Fees section on page 9 for more detail.

Initial: 	 Option #3: Ongoing Partnership Solution for a down payment of $1,560.00 and monthly payments of $136.50. The Ongoing Partnership Solution includes four Reserve Studies, paid monthly for five years. It consists of one Full Reserve Study with Site Visit + two Reserve Study Updates without Site Visits + one Reserve Study Updates with Site Visit = a total fee of $9,750.00.

A down payment of $1,560.00 is due upon proposal acceptance, and $136.50 is due monthly for a five-year term. See the Fees section on page 9 for more detail.
I have read, understand, and accept the terms of this proposal:
Name:	Position:
Phone:	Email:

Signature: 		Date: 	

Reserve Studies - Replacement Cost Valuations - Wind Mitigations

Custom Level One Reserve Study Quote For:
Oakmont, Parker Road District Association Parker Road
Gainesville, Florida

(866) 480-8236
www.flinsurancevaluations.com

MAIN OFFICE: 433 Silver Beach Ave., Suite 104, Daytona Beach, FL 32118
WEST PALM BEACH: 777 South Flagler Drive, Suite 800 - West Tower, West Palm Beach, FL33401 VENICE: 871 Venetia Bay Blvd, Suite 201, Venice, FL 34285
CORAL GABLES (MIAMI): One Alhambra Plaza, Floor PH, Coral Gables, FL 33134

(386) 677-8886
Toll Free: (866) 480-8236
www.flinsurancevaluations.com

RESERVE STUDY QUOTE

November 8, 2021

Oakmont, Parker Road District Association Parker Road
Gainesville, Florida

Level 1 Reserve Study (Full & Comprehensive. On-site visit)	$3200.00
A Reserve Study in which the following five Reserve Study tasks are performed:
Component Inventory
Condition Assessment (based upon on-site visual observations)
Life and Valuation Estimates
Fund Status
30 Year Funding Plan

Optional Future Annual Updates After Initial Study:
Level 2 Reserve Study (Update, new site visit)	$	900.00 each
Level 3 Reserve Study (Update, no site visit / off-site review)	$	700.00 each

All quotes are expressed to include a maximum of 2 hour on-site meeting time. We are also available for one meeting with the Board of Directors after the fina draft to explain the report. Each additional hour required of meeting time will be billed additionally.

All quotes are expressed to include three (3) reports: 1. First Draft, 2. First Draft with requested changes, 3. Final complete report. Any reports requested after the invoice is delivered will be billed additionally.

Expert Inspectors does not interpret the law or its statutes and regulations. All legal questions should be directed towards your attorney.

Expert Inspectors does not regulate budgets, make decisions for associations regarding assessments or refer specific vendors.

Reserve studies are a living document and the correctness is contingent upon current information available.

Transfer of information is expected within five (5) business days of request. This includes component schedule, draft changes and any bids or invoices relevant to work performed.

This is a quote for professional reserve study services only. Expert Inspectors does not provide specific structural engineering services.

Expert Inspectors, Inc.
210 Charles St.
Port Orange, FL 32129

Contents Of The Reserve Study
- Estimated revenue and expenses on the accrual basis of accounting;
Identification of total cash reserves currently set aside;
Estimated useful / remaining life of major components;
Estimated current replacement cost of major components;
If applicable, the amount of any construction defect related award or settlement and the disposition of such funds;
The total cash reserves expressed as a percentage of the current replacement cost, and the current deficiency in reserve funding on a per-unit basis;
Identification of methods of funding for future repair, replacement or additions to major components (including notification of any deferred repairs or replacements, anticipated special assessments, or certain outstanding loans to the association); and
Statement of methods used to develop estimates and funding plan
30 year spreadsheet for all components in the reserve study

Physical And Financial Analysis Description

The Physical Analysis provides information about the physical status and repair/replacement cost of the area components the association is obligated to maintain. The Physical Analysis is comprised of the Component Inventory, Condition Evaluation, Age Adjustment [based on useful life (total) and remaining life of the components] and the Costs to Replace. The physical analysis is a non invasive analysis only. The Component Inventory should remain relatively "stable" from year to year, while the Condition Evaluation, Age Adjustment and Cost to Replace and Valuation will clearly change from year to year.

The Financial Analysis is the analysis of the association's Reserve income and expenses. The Financial Analysis is made up of a finding of the client's current Reserve Fund strength (measured in cash or as a Percent Funded) and a recommendation for an appropriate Reserve contribution rate (Funding Plan).

Reserve Study Processing Steps
We make every attempt to keep our customers in the loop during the process of producing the association’s reserve study. We have broken the procedure down so that you know exactly where the process is in relationship to completing your study

Upon Contact, You will be sent a Questionnaire to complete. This form will give us the required information to produce a clear quote tailored to your specific needs and levels of service.

Once received, we will email a quote including prices for optional annual updates for your association.

At this point, a site visit (where required) will be scheduled . Site visits usually involve Manager, President and Treasurer in a discussion to provide further information and the beginning of creating the component schedule. Other pertinent information, such as reserve balances, special assessments that are in effect, and contribution amounts will be
disclosed at this time. Photos will be taken and inspection of the property will follow this meeting. Any receipts, bids, or accounting should be emailed to us for reference purposes.

When the component schedule is compiled, it will be sent to designated persons for review. Since this schedule is what drives the report, it is of absolute importance. The review should be returned to us within 5 business days of receipt.

Then a draft will be sent to the designated persons for review. This is not the final report. This is to be reviewed by the Board and Manager and notify us of any changes required. Certain circumstances might require a second meeting to adjust figures and useful/remaining life factors.

Once the draft has been approved, the report will be finalized and will be emailed to the designated persons.

Follow up. Many association Boards have questions after receiving the report. “What do we do with the reserve study once we have it”? Expert Inspectors will not abandon you. We are available to explain the benefits and understand the information on the study. We will work closely with your Board and/or Manager to achieve a beneficial outcome.

We hope you enjoy your experience with us and look forward to serving your reserve study needs in the future! As always, questions and comments are welcome as we are constantly striving to improve our services. Please do not hesitate to contact us at 386-677-8886.

Our RESERVE STUDY reports are professional and accurate, but still easy to ready and understand.

Current Funding Model	Threshold Funding Model

Component Spreadsheet By Year

Component Funding Model

Annual Expenditure Detail	Component By Category Summary

Fully Funded Calculation By Component	Detailed Report With Photos

About Expert Inspectors , Inc.
We have been serving the needs of Florida’s condominium and homeowners associations since 2002. We are and have always been a Florida based, family owned and operated company. We pride ourselves in offering the very best professional
and personalized service to our clients. Over the years we have had the honor to have serviced the needs of over eight thousand Florida associations.

Expert Inspectors is fully licensed and insured. All of our personnel are highly trained and fully certified for the duties that they perform.

M. Anastasia Kolodzik, PRA, RSS, CAM
Vice-President

Anastasia has been awarded the prestigious PRA (Professional Reserve Analyst) designation from the Association of Professional Reserve
Analysts. She is also a certified Reserve Study Specialist as well as a licensed Community Association Manager (CAM). Anastasia is a certified Continuing Education Provider conducting classes in reserve studies.

All aspects of every reserve study produced by Expert Inspectors is personally conducted or supervised by Anastasia. No large international corporate atmosphere or boiler plate one size fits all reserve studies. We offer our clients true individual, professional and personal service. Every reserve study is produced to reflect the unique needs of each association.
References happily provided upon request.

Client Promise
Expert Inspectors takes our commitment seriously & appreciates the confidence and faith that our clients place in us. To that end we make the following promise:

We will strive to provide you with the professional and personalized service that you deserve at a competitive price.

The on-site Specialist will be the person who processes your report. No having to deal with serveral different people who ask you the same questions over and over.

The Specialist who is assigned to your Association will be thoroughly trained and certified to conduct both the on-site visit as well as process your report.

All emails and phone calls will be returned within one (1) business day by either the Specialist assigned to you or by a corporate officer of Expert Inspectors. Our clients are far too important to have their questions or concerns put off or ignored. We will make sure the person who contacts you back will either have an answer for you or will be in a position to provide you with one quickly.

Pr

ss

ofe

ional

Res

ve Analy

er

stst

The Board o	ectors hereby confers upon

st

asiasi

a K

l

zik

Anast	o od

of

the designation

nal ReRe

Professio

nd

a	hereby grants all

serve Analy

hh

st

onors, rights and privileges

n

accorded by the APRA bylaws and sta dards.

2

0

June 1,

20
Dated

M	D

e

McMc

ichael

Michael McDermott, PRA APRA President

(386) 677-8886
Toll Free: (866) 480-8236
www.flinsurancevaluations.com

Reserve Study Agreement

This agreement is entered into between Oakmont, Parker Road District Association, hereafter referred to as ‘The Client Association’ and Expert Inspectors, Inc.

The Client Association agrees to retain the services of Expert Inspectors, Inc to produce a complete Level One Reserve Study. The agreed fee for this service is: $ 3200. The terms of payment are as follows: The Client Association will be billed for the amount in full at the time that Expert Inspectors provides the completed component list, and is payable upon receipt and past due in 30 days.

Client Obligations. In order to produce an accurate and detailed reserve study, The Client Association agrees to provide Expert Inspectors, Inc with the following items in a timely manner. These include: a completed Property Information Sheet including financial information (a blank copy of which will be provided by Expert Inspectors), a copy of the last completed reserve study if available and any bids or invoices within the last year of repair or replacement of major components.

Time Frame: Following the initial site visit, Expert Inspectors will produce and send to The Client Association a Component List that will include all items that will be included in the Reserve Study. The component schedule will be ready within 5 days following the on-site visit. After the Client has reviewed and approved the component schedule (must be within 5 business days of receipt), the first draft will be generated and sent 7-14 business days following receipt of the approved component schedule.The Client will then review, modify and approve the First Draft. The complete Reserve Study Report will be ready within 5-10 business days following receipt of the modifications and approval of the First Draft report. After acceptance of the final report any additional meetings or modified reports will be billed to The Client Association accordingly.

Information contained in the report is considered reliable, but is not guaranteed. The report does not warrant against the contingency of unforseen conditions or circumstances, unreliable information, or an unpredictable inflationary or deflationary spiral. The report is not intended to predict precise expectations, but rather to chart the expectations that a reasonable person might anticipate in planning for the fiscal future. The scope of this report is expressly limited to the components described herein.

It is strongly recommended by the Reserve Study Industry to have this reserve study report updated on an annual basis to ensure the security of a long-term funding plan. These necessary updates provide statutory compliance (as applicable) and allow for adjustments due to project year-end inflation rate, projected year-end reserve balance and the unpredictable nature of the lives of many of the reserve components under consideration.
If the client elects to have this study updated on a regular basis, they will be billed at the following rate:
Level 2 Reserve Study (Update, With-Site-Visit/On-Site Review) - $900.
Level 3 Reserve Study (Update, No-Site-Visit/Off-Site Review) - $700.

Any invoice not paid within 30 days following the due date will be charged an additional 5% late fee. In addition to the late fee, any invoices over 30 days past the billing date will accrue an interest charge at 18% per annum, starting at the original date of the billing. The client agrees that they are responsible for any and all costs that might be incurred in the collection of this debt - including but not limited to collection agency fees, attorney costs and court costs. Any court filing must be in Volusia County, Florida. All returned checks from the client will be charged an additional returned check fee of
$50 or 5% of the check amount, whichever is greater. The above terms are fully accepted by:

Client (Printed Name of Individual), Position

M. Anastasia Kolodzik for Expert Inspectors, Inc.

Signature

Signature

Date

Date

RESERVE STUDY PROPOSAL
Oakmont Parker Road Community Development District

Prepared for:
Ms. Barbara Staras, Board Member of Supervisors

November 12, 2021

Prepared by:
Reserve Advisors, LLC 5 Utility Drive, Suites C&G Palm Coast, Florida 32137 (800) 980-9881
www.reserveadvisors.com

(800) 980-9881 • www.reserveadvisors.com

November 12, 2021

Dear Ms. Barbara Staras,

Thank you for the opportunity to present Oakmont Parker Road Community Development District with this reserve study proposal.

As a fiduciary, your Board of Directors has been entrusted to represent and protect the best interests of their community. Our expert reserve study will be the guide that you and your board rely on for maintaining sufficient reserve funds and prioritizing long-term capital planning.

While our industry-leading team of consultants have conducted over 26,000 reserve studies, they will approach your study with the firm understanding that your community’s needs are truly unique. That’s why we guarantee:

FULL ENGAGEMENT

It’s our job to understand your specific concerns and to discuss your priorities in order to ensure your reserve study experience exceeds your expectations.

DETAILED UNDERSTANDING

We will do whatever it takes to ensure Oakmont Parker Road Community Development District has complete confidence in interpreting and putting into practice our findings and recommendations.

ONGOING SUPPORT

This will not be a one-and-done report. Unlike other firms, we provide your current and future boards with additional insight, availability to answer questions and guidance well beyond report delivery.

At Reserve Advisors, we take great pride in helping communities thrive. By applying industry leading expertise, we deliver unbiased guidance that supports the Oakmont Parker Road Community Development District Board with maintaining their community’s long-term physical and financial health.

Please sign and return the Confirmation of Services page to get started. Sincerely,

Nick Brenneman, Southeast Regional Account Manager (800) 980-9881

MAIN REASONS COMMUNITIES CHOOSE RESERVE ADVISORS

CLIENTS SERVED NEAR YOU
Red represents your property, Green represents our clients.
References available upon request.

Name	City
Community Association for Portofino, Inc.	Gainesville
Kensington South Condominium Association, Inc.	Gainesville
Palmetto Villas Condominium Association, Inc.	Gainesville
The Links at Haile Plantation Condominium Association, Inc.	Gainesville
Mill Pond Condominium Association, Inc.	Gainesville
Campus Edge Condominium Association, Inc.	Gainesville
Biven's North, Inc.	Gainesville
Ronald McDonald House Charities of North Central Florida	Gainesville
The Courtyards Owners Association, Inc.	Gainesville
The Lofts at West University Avenue Condominium Association, Inc.	Gainesville
Charleston Place Condominium Association, Inc.	Gainesville
Boulevard House Condominium Association, Inc.	Gainesville
Community Association for Capri, Inc.	Gainesville
Wood Creek Village Community Association, Inc.	Gainesville
Townhomes at the Lakes Homeowners Association, Inc.	Gainesville Fore Ranch Homeowners Association, Inc		Ocala
Wynchase Townhomes Homeowners Association, Inc.	Ocala
Stone Creek Community Association, Inc. - Common Areas	Ocala

www.reserveadvisors.c	Page 3

QUALIFICATIONS

SPECIALIZING IN RESERVE STUDIES SINCE 1991

Reserve Advisors is an engineering firm that specializes in reserve study consulting services for common-interest communities. We’ve partnered with more than 26,000 clients, providing communities across the United States the peace of mind that comes from long-term planning and proactive asset management. Our full-time staff of engineers conduct life and valuation analyses for building, mechanical system, site and recreational components and utilizes its breadth of experience to deliver the most realistic capital planning solutions in the industry.

A LEADERSHIP TEAM LIKE NO OTHER

Reserve Advisors’ leadership team comprises 5 licensed professional engineers with a combined 50 years of reserve study experience. What sets our leadership team apart is the around-the-clock collaboration they demonstrate to share field intelligence, market trends and to discover new products, materials, and best practices. The intelligence they gather is constantly enhancing our recommendations for the good of your community, and keeps Reserve Advisors a step ahead.

SCOPE OF WORK

FOR CONFIDENCE IN ALL DECISIONS

Reserve Advisors will perform a Full Reserve Study (Level I) in accordance with Community Associations Institute (CAI) National Reserve Study Standards. The reserve study includes both a physical analysis and financial analysis of your association’s common property. Your reserve study comprises the following activities:

Physical Analysis: The reserve study consultant develops a detailed list of reserve components, also known as a component inventory, and related quantities for each. A condition assessment or physical evaluation is completed for each reserve component and the current condition of each is documented with photographs. Life and valuation estimates are performed to determine estimated useful lives, remaining useful lives and current cost of repair or replacement.

Financial Analysis: The reserve study consultant identifies the current reserve fund status in terms of cash value. A funding plan is then prepared. The funding plan outlines recommended annual reserve contributions to offset the future cost of capital projects over the next 30 years.

Oakmont Parker Road Community Development District comprises 999 owners in Gainesville. We’ve identified and will include the following reserve components in your Full Reserve Study:

Site Components	 Fences
Pools including Fence, Deck,	 Gates
Mechanicals & Furniture (3)	 Signage
Basketball Court
Tennis Courts (2)	Clubhouse Elements
Playground	 Roofs including Assembly
Parking Areas	 Exterior Wall Finishes
Sidewalks	 Meeting Rooms (3)
Walking Paths	 Fitness Room
Irrigation System	 Plumbing, Mechanical and HVAC
Landscaping	Systems

Scope of work includes all property owned-in-common as defined in your association’s declaration and other property specifically identified that you’d like us to include.

INDUSTRY LEADING SUPPORT

Your reserve study experience is tailored to your specific needs, ensuring your community’s concerns are thoroughly addressed and its priorities are met
We provide current and future boards with additional insight, availability to answer questions and guidance well beyond report delivery

TABLES AND GRAPHS EXCLUSIVE TO RESERVE ADVISORS

Reserve Expenditures - View your community’s entire schedule of prioritized expenditures for the next 30-years; on one spreadsheet

Funding Plan - Establishes adequate, not excessive recommended annual reserve contributions to meet your future project needs

Reserve Funding Graph highlights your community’s financial health and provides visibility to your projected 30-year cash flow

COMPREHENSIVE REPORTS

Reserve Advisors delivers insights that enhance your ability to make informed decisions. Our reports:

Include detailed photos that document the condition of your property
Provide project-specific best practices and diagrams to help you understand the scope of future projects
Recommend preventative maintenance activities to maximize component useful lives

FORESITE

Our proprietary cloud-based application that allows for easy collaboration with your board. Record comments and bids. Also track actual replacement costs and reserve contributions over time. Optionally, subscribe to ForeSite Plus to create unlimited reserve expenditure and reserve funding scenarios. View Preview Video

Download Our Report Overview

CONFIRMATION OF SERVICES FOR
OAKMONT PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Full Reserve Study for a total investment of $6,000 (includes all expenses). You’ll receive:

Electronic PDF Report with 30-year Reserve Expenditure and Funding Plan tables
Excel file of Reserve Expenditures and Funding Plan with formulas for “what-if” scenarios

We tailor your experience to your specific needs and ensure your priorities are addressed
Meeting with our engineer on the day of our visual property inspection
We are available to answer questions and to provide guidance well beyond report delivery

ForeSite Basic – Access your reserve study files online, record comments and project costs. Also, receive a free 60-day trial to ForeSite Plus.

OPTIONAL SERVICES
	 One (1) Bound Report hard copy (no charge); Additional copies at $75 ea. – indicate quantity: 	
ForeSite™ Plus 3-year subscription empowers multiple users to create, share and collaborate
	 with unlimited models and scenarios for $600 per year
Insurance Appraisal by a credentialed member of the American Society of Appraisers for $1,800
Include Flood Values for an additional $200

nd email agreement to	2.  Send $3,000 retainer to:	
reserveadvisors.com.	Reserve Advisors, LLC	
	735 N. Water Street, Suite 175	
	Milwaukee, WI 53202	
	*Retainer invoice will be emailed to you and is due upon authorization	
	and prior to inspection. The balance is due net 30 days from report	
	shipment. Following receipt of balance due, you may request one set	
	of complimentary changes within six months of report shipment.	
Oakmont Parker Road Community	Agreement is subject to our Professional Services Conditions.	

To authorize the reserve study:

1.	Sign a Nick@

Signature: (Print Name):
Title:
Date:
For:
Development District (212667)

You will receive your electronic report approximately four (4) weeks after our inspection, based on timely receipt of all necessary information from you. Authorization to inspection time varies depending on demand for our services. This proposal, dated November 12, 2021, is valid for 45 days.

PROFESSIONAL SERVICE CONDITIONS

Our Services - Reserve Advisors, LLC (RA) performs its services as an independent contractor in accordance with our professional practice standards and its compensation is not contingent upon our conclusions. The purpose of our reserve study is to provide a budget planning tool that identifies the current status of the reserve fund, and an opinion recommending an annual funding plan to create reserves for anticipated future replacement expenditures of the property.
Our inspection and analysis of the subject property is limited to visual observations, is noninvasive and is not meant to nor does it include investigation into statutory, regulatory or code compliance. RA inspects sloped roofs from the ground and inspects flat roofs where safe access (stairs or ladder permanently attached to the structure) is available. The report is based upon a “snapshot in time” at the moment of inspection. RA may note visible physical defects in our report. The inspection is made by employees generally familiar with real estate and building construction but in the absence of invasive testing RA cannot opine on, nor is RA responsible for, the structural integrity of the property including its conformity to specific governmental code requirements for fire, building, earthquake, and occupancy, or any physical defects that were not readily apparent during the inspection.
RA is not responsible for conditions that have changed between the time of inspection and the issuance of the report. RA does not investigate, nor assume any responsibility for any existence or impact of any hazardous materials, such as asbestos, urea- formaldehyde foam insulation, other chemicals, toxic wastes, environmental mold or other potentially hazardous materials or structural defects that are latent or hidden defects which may or may not be present on or within the property. RA does not make any soil analysis or geological study as part of its services; nor does RA investigate water, oil, gas, coal, or other subsurface mineral and use rights or such hidden conditions. RA assumes no responsibility for any such conditions. The Report contains opinions of estimated costs and remaining useful lives which are neither a guarantee of the actual costs of replacement nor a guarantee of remaining useful lives of any property element.
RA assumes, without independent verification, the accuracy of all data provided to it. You agree to indemnify and hold RA harmless against and from any and all losses, claims, actions, damages, expenses or liabilities, including reasonable attorneys' fees, to which we may become subject in connection with this engagement, because of any false, misleading or incomplete information which we have relied upon supplied by you or others under your direction, or which may result from any improper use or reliance on the Report by you or third parties under your control or direction. Your obligation for indemnification and reimbursement shall extend to any director, officer, employee, affiliate, or agent of RA. Liability of RA and its employees, affiliates, and agents for errors and omissions, if any, in this work is limited to the amount of its compensation for the work performed in this engagement.
Report - RA completes the services in accordance with the Proposal. The Report represents a valid opinion of RA’s findings and recommendations and is deemed complete. RA, however, considers any additional information made available to us within 6 months of issuing the Report if a timely request for a revised Report is made. RA retains the right to withhold a revised Report if payment for services was not tendered in a timely manner. All information received by RA and all files, work papers or documents developed by RA during the course of the engagement shall remain the property of RA and may be used for whatever purpose it sees fit.
Your Obligations - You agree to provide us access to the subject property for an on-site visual inspection. You agree to provide RA all available, historical and budgetary information, the governing documents, and other information that we request and deem necessary to complete the Report. You agree to pay actual attorneys’ fees and any other costs incurred to collect on any unpaid balance for RA’s services.
Use of Our Report - Use of our Report is limited to only the purpose stated herein. You hereby acknowledge that any use or reliance by you on the Report for any unauthorized purpose is at your own risk and you shall hold RA harmless from any consequences of such use. Use by any unauthorized third party is unlawful. The Report in whole or in part is not and cannot be used as a design specification for design engineering purposes or as an appraisal. You may show our Report in its entirety to the following third parties: members of your organization, your accountant, attorney, financial institution and property manager who need to review the information contained herein. Without the written consent of RA, you shall not disclose the Report to any other third party. The Report contains intellectual property developed by RA and shall not be reproduced or distributed to any party that conducts reserve studies without the written consent of RA.
RA will include your name in our client lists. RA reserves the right to use property information to obtain estimates of replacement costs, useful life of property elements or otherwise as RA, in its sole discretion, deems appropriate.
Payment Terms, Due Dates, and Interest Charges - Retainer payment is due upon authorization and prior to inspection. The balance is due net 30 days from the report shipment date. Any balance remaining 30 days after delivery of the Report shall accrue an interest charge of 1.5% per month. Any litigation necessary to collect an unpaid balance shall be venued in Milwaukee County Circuit Court for the State of Wisconsin.

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Ratification of Payment Authorizations 163 -
- 175

COMMUNITY	DEVELOPMENT	DISTRICT

Payment Authorization 163
6/16/2022

Item No.	

Payee	

Invoice#	FY22
General Fund	

1	
Alachua County Property Appraiser			
	Parcel List	--	$	75.00	
2	Arrow Exterminators			
	Rodent Control Service	47141091	$	120.00	
3	Cox Business (paid online)			
	11701 SW 30TH AVE; 06/10/22-07/10/22	Acct: 001 1033 022609201	$	375.23	
4	Kimes Engineering			
	Engineering Services - Oakmont Pool	22011220	$	900.00	
5	Leland Management			
	Management Fee: May2022	19348	$	1,350.00	
	Payroll W/E 05/01/2022		$	3,202.87	
	Payroll W/E 05/15/2022		$	3,189.96	
	Payroll W/E 05/29/2022		$	2,896.30	
	Reimbursement: April 2022	1047	$	50.00	
6	Lloyd's Exercise Equipment, LLC			
	Scheduled Equipment Maintenance - 4th Visit 2021	11S604-2021	$	275.00	
7	PFM Group Consulting, LLC			
	Dissemination Fee S2007A/B, 2020A: 04/01/22-06/30/22	120351	$	2,500.00	
				
		TOTAL	$	14,934.36	

	J/wian,	
Secretary/Assistant Secretary

¥(u	,
ChairmanQ

	6/23/2022		
	
Item				FY22
General	
	No.	Payee		Invoice#	Fund	
	
1	
CA Florida Holdings (The Gainesville Sun)				
		Legal Advertising on 05/25/22 (Ad: 7323585)		4622189	$	118.08	
	2	CHW				
		Stormwater Needs Services Through 05/31/2022		2022001473	$	1,343.25	
	3	Newmans Heating & Air Conditioning				
		A/C System Drain Pan Maintenance		22-2059-S	$	279.95	
	4	SkyFrog Landscape				
		Landscape Maintenance: June 2022		CMB70-4	$	10,144.00	
						
				TOTAL	$	11,885.28	

G

v +tt	v \  ..
Secretary/Assistant Secretary	Chairman

COMMUNITY	DEVELOPMENT DISTRICT
Payment Authorization 165 6/30/2022

	FY22	
Item			General	
No.	Payee	Invoice#	Fund	
1	CA Florida Holdings (The Gainesville Sun)			
	Legal Advertising on 04/08/22 (Ad: 7049097)	4549569	$	285.36	
	Legal Advertising on 04/22/22 (Ad: 7185689)	4549569	$	285.36	
2	Cepra Landscape			
	Irrigation Repairs: June 2022	OC1091	$	883.20	
	Mow Preserve, Empty Pet Stations: June 2022	OC1093	$	1,200.00	
3	Newmans Heating & Air Conditioning			
	A/C System Diagnostic Analysis	i196088	$	95.00	
4	PFM Group Consulting, LLC			
	Postage: May 2022	OE-EXP-06-0036	$	2.12	
5	Southeastern Paper Group			
	Janitorial Supplies	5643328	$	676.60	
				
		TOTAL	$	3,427.64	

v +tt	.W	
Secretary/Assistant Secretary	Chairm€	

Payment Authorization 166
7/14/2022

Item
	No.	Payee	

Invoice#	FY22
General Fund	

1	
ADT Commercial			
	Security System Installation 05/23/22	Acct: 81591018	$	15,634.00	
2	Arrow Exterminators			
	Rodent Control Service	47523296	$	120.00	
3	CA Florida Holdings (The Gainesville Sun)			
	Legal Advertising on 06/09/22 (Ad: 7367668)	4695740	$	728.16	
4	Cepra Landscape			
	Landscape and Irrigation Maintenance - Phase 1: July 2022	OC1115	$	10,550.83	
	Landscape and Irrigation Maintenance - Phase 2: July 2022	OC1116	$	2,380.00	
	Landscape and Irrigation Maintenance - Amenity: July 2022	OC1117	$	3,649.99	
	Landscape and Irrigation Maintenance - Phase 3: July 2022	OC1144	$	1,195.00	
	Plant Replacement/ Mulch Installation	OC1158	$	3,085.80	
5	CHW			
	Stormwater Needs Services Through 06/30/2022	2022001882	$	1,343.75	
6	Clay Electric Cooperative (paid online)			
	11731 SW 24TH AVE; 05/20/22-06/21/22	Acct: 8903896	$	67.00	
	2789 SW 117TH ST; 05/20/22-06/21/22	Acct: 8910543	$	146.00	
	2788 SW 117TH ST; 05/20/22-06/21/22	Acct: 8911145	$	35.00	
	3319 SW 115TH TER; 05/20/22-06/21/22	Acct: 8930796	CREDIT	
	11619 SW 24TH AVE; 05/20/22-06/09/22 - FINAL	Acct: 8941593	$	
	11701 SW 30TH AVE; 05/20/22-06/21/22	Acct: 8965734	$	2,913.00	
	10862 SW 34TH RD; 05/20/22-06/09/22 - FINAL	Acct: 9081911	$	
	3727 SW 122ND ST; 05/20/22-06/21/22	Acct: 9104888	$	91.00	
	3727 SW 122ND ST; 05/20/22-06/21/22	Acct: 9104890	$	89.00	
	3727 SW 122ND ST; 05/20/22-06/21/22	Acct: 9104891	$	84.00	
	12057 SW 28TH AVE; 05/20/22-06/21/22	Acct: 9105050	$	35.00	
	3793 SW 109TH WAY; 05/20/22-06/21/22	Acct: 9116208	$	35.00	
	10692 SW 34TH RD; 05/20/22-06/21/22	Acct: 9116234	$	35.00	
	3187 SW 117th TER; 05/20/22-06/21/22	Acct: 9118493	$	78.00	
	3392 SW 115th TER; 05/20/22-06/21/22
3831 SW 120th DR; 05/20/22-06/09/22 - FINAL	Acct: 9118495
Acct: 9123501	$	49.00
$	
	3830 SW 120TH DR; 05/20/22-06/21/22	Acct: 9126296	$	34.00	
7	Cox Business (paid online)			
	11701 SW 30TH AVE; 07/10/22-08/09/22	Acct: 001 1033 022609201	$	375.23	

Payment Authorization 166
7/14/2022

Item
	No.	Payee	

Invoice#	FY22
General Fund	

8	
Fitness on Demand (paid online)			
	Platinum Subscription: July 2022	18297	$	199.95	
9	Gainesville Pest Control			
	General Pest Control	63560	$	125.00	
10	GFL Environmental (paid online)			
	11701 SW 30TH AVE; July 2022	A60001672198	$	188.77	
11	GNP Services			
	Rebatable Arbitrage Calculation: Series 2007A I 2007B	7082	$	1,000.00	
12	GRU (paid online)			
	11669 SW 24TH AVE; 05/18/22-06/16/22	Acct. 2000-5029-1134	$	124.82	
	11725 SW24TH AVE; 05/18/22-06/16/22	Acct. 2000-5029-1235	$	165.74	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5612-2349	$	168.22	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5614-9833	$	9.50	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5614-9934	$	64.06	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-0035	$	159.54	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5615-0136	$	91.34	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-0237	$	49.18	
	11701 SW 30TH AVE; 05/17/22-06/15/22	Acct. 2000-5615-0439	$	67.78	
	11701 SW 30TH AVE; 05/17/22-06/15/22	Acct. 2000-5615-0540	$	40.50	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-0641	$	35.54	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-07 42	$	31.82	
	11701 SW 30TH AVE; 05/17/22-06/15/22	Acct. 2000-5615-0944	$	36.78	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-1045	$	143.42	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-1146	$	137.22	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-1348	$	96.30	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-1550	$	142.18	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-1651	$	556.34	
	11701 SW 30TH AVE; 05/17/22-06/15/22	Acct. 2000-5615-1853	$	257.50	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5615-1954	$	61.58	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5615-2156	$	9.50	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-2257	$	253.78	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5615-2358	$	107.46	
	11701 SW 30TH AVE; 05/18/22-06/15/22	Acct. 2000-5615-6705	$	258.74	
	11701 SW 30TH AVE; 05/18/22-06/16/22	Acct. 2000-5794-1606	$	903.49	
	3793 SW 109 WAY;	Acct. 2000-7089-9691	$	266.05	
	11724 SW 34TH RD; 05/18/22-06/16/22	Acct. 2000-7142-5111	$	9.50	
	10862 SW 34TH RD; 05/17/22-06/16/22	Acct. 2000-7511-1212	$	356.70	
	3830 SW 120TH DR; 05/18/22-06/16/22	Acct. 2000-7515-7890	$	898.58	

7/14/2022		
		FY22	
Item		General	
	No.	Payee	Invoice#	Fund	

13	Kutak Rock			
General Counsel Through 05/31/22	3068580	$	535.50	
14	Leland Management			
Management Fee: June 2022	21941	$	1,350.00	
Payroll W/E 06/12/2022	--	$	2,915.69	
Payroll W/E 06/26/2022	--	$	1,023.84	
Reimbursement: May 2022	2688	$	50.00	
15	PFM Group Consulting, LLC			
District Management Fee: July 2022	DM-07-2022-36	$	2,083.33	
16	Southern Escapes, LLC			
Pool Service: July 2022	4650	$	1,800.00	
Black Algae Treatment	4849	$	5,082.12	
17	T&A Maintenance			
Property Maintenance 06/01/22-06/29/22	634	$	2,880.00	
			
	TOTAL	$	67,491.12	

//	&
Secretary/Assistant Secretary	Chairman 'CS

7/21/2022		
				FY22	
Item				General	
No.	Payee		Invoice#	Fund	

1	
Cepra Landscape				
	Mulch Installation		OC831	$	17,220.23	
	Sinkhole Repairs		OC958	$	1,384.00	
2	Newmans Heating & Air Conditioning				
	A/C Gym Unit Inverter/Control Board Replacements		22-2487-S	$	5,895.00	
3	PFM Group Consulting, LLC				
	Postage/FedEx: June 2022		OE-EXP-07-00033	$	222.22	
4	SkyFrog Landscape				
	Landscape Maintenance: July 2022		CMB70-5	$	10,144.00	
5	Solitude Lake Management				
	Lake & Pond Management: July 2022		PI-A00847899	$	940.00	
6	Supervisor Fees: Meeting 07/15/2022				
	Tara Ezzell		--	$	200.00	
	Barbara Staras		--	$	200.00	
					
			TOTAL	$	36,205.45	

J/
Secretary/Assistant Secretary

\s J....9-..¼ \.;,'\ J ju
Chairman

Item
No.	

Payee	FY22
General
	Invoice#	Fund		
1	Cepra Landscape
Additional Maintenance: Mowing, Weedeating	
OC1176	$	600.00	
	Irrigation Repairs: July 2022	OC1192	$	2,683.75	
	Landscape and Irrigation Maintenance - Phase 1: August 2022	OC1200	$	10,550.83	
	Landscape and Irrigation Maintenance - Phase 2: August 2022	OC1201	$	2,380.00	
	Landscape and Irrigation Maintenance - Amenity: August 2022	OC1202	$	3,649.99	
	Landscape and Irrigation Maintenance - Phase 3: August 2022	OC1229	$	1,195.00	
	Mow Preserve, Empty Pet Stations: July 2022	OC1253	$	1,200.00	
2	Clay Electric Cooperative (paid online)		
	11731 SW 24TH AVE; 06/21/22-07/22/22	Acct: 8903896	$	67.00	
	2789 SW 117TH ST; 06/21/22-07/22/22	Acct: 8910543	$	147.00	
	2788 SW 117TH ST; 06/21/22-07/22/22	Acct: 8911145	$	35.00	
	3319 SW 115TH TER; 06/21/22-07/22/22	Acct: 8930796	CREDIT - info only	
	11701 SW 30TH AVE; 06/21/22-07/22/22	Acct: 8965734	$	2,949.00	
	3727 SW 122ND ST; 06/21/22-07/22/22	Acct: 9104888	$	91.00	
	3727 SW 122ND ST; 06/21/22-07/22/22	Acct: 9104890	$	88.00	
	3727 SW 122ND ST; 06/21/22-07/22/22	Acct: 9104891	$	84.00	
	12057 SW 28TH AVE; 06/21/22-07/22/22	Acct: 9105050	$	35.00	
	3793 SW 109TH WAY; 06/21/22-07/22/22	Acct: 9116208	$	35.00	
	10692 SW 34TH RD; 06/21/22-07/22/22	Acct: 9116234	$	35.00	
	3187 SW 117th TER; 06/21/22-07/22/22	Acct: 9118493	$	69.00	
	3392 SW 115th TER; 06/21/22-07/22/22	Acct: 9118495	$	49.00	
	3830 SW 120TH DR; 06/21/22-07/22/22	Acct: 9126296	$	34.00	
3	Fitness on Demand (paid online)		
	Platinum Subscription: August 2022	19867	$	199.95	
4	GFL Environmental (paid online)
11701 SW 30TH AVE; August 2022	A60001678087	$	188.77	
5	GRU (paid online)
11669 SW 24TH AVE; 06/17/22-07/18/22	Acct. 2000-5029-1134	$	33.06	
	11725 SW 24TH AVE; 06/17/22-07/18/22	Acct. 2000-5029-1235	$	34.30	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5612-2349	$	51.66	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5614-9833	$	71.50	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5614-9934	$	24.38	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-0035	$	59.10	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-0136	$	24.38	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-0237	$	15.70	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-0439	$	21.90	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-0540	$	16.94	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-0641	$	14.46	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-0742	$	13.22	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-0944	$	15.70	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-1045	$	60.34	

Item No.	

Payee	

Invoice#	FY22
General Fund	

5	
GRU (paid online), cont.
11701 SW 30TH AVE; 06/17/22-07/18/22	

Acct. 2000-5615-1146	

$	56.62	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-1348	$	44.22	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-1550	$	49.18	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-1651	$	277.34	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-1853	$	62.82	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-1954	$	24.38	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-2156	$	9.50	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-2257	$	41.74	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5615-2358	$	40.50	
	11701 SW 30TH AVE; 06/16/22-07/18/22	Acct. 2000-5615-6705	$	109.94	
	11701 SW 30TH AVE; 06/17/22-07/18/22	Acct. 2000-5794-1606	$	624.79	
	3793 SW 109 WAY;	Acct. 2000-7089-9691	$	36.68	
	11724 SW 34TH RD; 06/17/22-07/18/22	Acct. 2000-7142-5111	$	9.50	
	10862 SW 34TH RD; 06/17/22-07/18/22	Acct.2000-7511-1212	$	221.54	
	3830 SW 120TH DR; 06/17/22-07/18/22	Acct. 2000-7515-7890	$	75.22	
6	GSE Engineering & Consulting
Phase 4 Engineering Services Through 03/31/22	
14219A-10	
$	300.00	
7	Kutak Rock			
	General Counsel Through 06/30/22	3082862	$	367.50	
8	Solitude Lake Management
Lake & Pond Management: August 2022	
PI-A00865022	
$	940.00	
9	Southern Escapes, LLC
Pool Light Installation	
5127	
$	140.00	
10	VGlobalTech			
	Monthly Website Fee: June 2022	3954	$	110.00	
	Quarter 2 ADA Audit	4023	$	300.00	
	Monthly Website Fee: July 2022	4085	$	110.00	
	Monthly Website Fee: August 2022	4164	$	110.00	
				
		TOTAL	$	30,884.40	

v \Ah_t_,_
Secretary/Assistant Secretary	Chairman	=-

8/11/2022		
			FY22	
Item			General	
No.	Payee	Invoice#	Fund	
1	ADT Commercial
Security Services 05/23/22-08/22/22	
Acct: 81591018	
$	429.00	
2	Arrow Exterminators
Rodent Control Service	
47909217	
$	120.00	
3	CA Florida Holdings (The Gainesville Sun)			
	Legal Advertising on 07/01/22 (Ad: 7425432)	4769934	$	179.58	
	Legal Advertising on 07/08/22 (Ad: 7435547)	4769934	$	282.90	
4	Cepra Landscape
Tree Replacement	
OC1275	
$	740.00	
	Plant Replacement	OC1277	$	1,694.00	
	Tree Replacement	OC1281	$	712.00	
5	Leland Management			
	Management Fee: July 2022	21941	$	1,350.00	
	Payroll W/E 07/10/2022		$	2,287.00	
	Payroll W/E 07/24/2022		$	1,701.58	
6	PFM Group Consulting, LLC
Postage: July 2022	
OE-EXP-08-2022-27	
$	1.71	
7	Southern Escapes, LLC			
	Pool Gas Heater Diagnosis	5129	$	985.00	
				
		TOTAL	$	10,482.77	

\{u	1 , . \.0d
Secretary/Assistant Secretary	Chairman(S

8/18/2022				
			FY22	
Item No.	
Payee	
Invoice#	General
Fund	

1	
Bobby Luker Jr.			
	Reimbursement: Personal Vehicle Use	July 2022	$	100.00	
2	Charles White Fence			
	Tennis Court Gate Repairs	1271	$	350.00	
3	Cox Business (paid online)
11701 SW 30TH AVE; 08/10/22-09/09/22	

Acct: 022609201	
$	375.24	
4	Infinite Exteriors			
	Pressure Washing	561	$	1,200.00	
5	T & M Commercial Door Installation Service Call & Repairs	

1008	
$	350.00	
				
		TOTAL	$	2,375.24	

//	\<( lA l q	\

'L\	\	I

Secretary/Assistant Secretary	Chairman

Payment Authorization 171
8/25/2022		
		FY22	
Item
No.	Payee	
Invoice#	General
Fund	

1	PFM Group Consulting, LLC
District Management Fee: August 2022	

DM-08-2022-36	

$	2,083.33	
2	SkyFrog Landscape			
Tree Replacement	1120	$	5,316.00	
3	Southeastern Paper Group
Janitorial Supplies	

5687516	
$	72.95	
			
	TOTAL	$	7,472.28	

//
Secretary/Assistant Secretary

C'haj irm"a-n· c;.::k.:t. .

Payment Authorization 172 9/1/2022

FY22
Item	General
No.	Payee	Invoice#	Fund

1	Cepra Landscape		
Irrigation Repairs: August 2022	OC1312	$	2,528.32	
2	Lloyd's Exercise Equipment, LLC			
Scheduled Equipment Maintenance - 3rd Visit 2022	604S8-2022	$	275.00	
Fitness Wipes	K604-23	$	520.00	
3	Newmans Heating & Air Conditioning
A/C System Diagnostic Analysis	
22-3231-S	
$	95.00	
4	SkyFrog Landscape			
Landscape Maintenance: August 2022	CMB?0-6	$	10,144.00	
			
	TOTAL	$	13,562.32	

	//	&	KP.L.>t....

21. 1.,

Secretary/Assistant Secretary	Chairman

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Review of District Financials

Current Assets

Construction Fund

Long Term Debt	Total Group

General Checking Account				$398,659.37	
Debit - Renasant Bank				1,227.06	
Prepaid Expenses				1,683.60	
Assessments Receivable				173,282.53	
Revenue 2007A&B				181,042.04	
Revenue 2020				25,552.39	
Deferred Cost 2007A1 Bond				53.12	
Debt Service Reserve Series 2020				609,695.00	
Interest 2007 A Bond				0.09	
Interest Series 2020				0.10	
Sinking Fund 2020				0.20	
Acquisition/Construction Series 2007			$182.95	182.95	
Acquisition/Construction Series 2020			12,139.05	12,139.05	
Deferred Const Series 2020			305.38	305.38	
Total Current Assets			$12,627.38		

General Fund		Debt Service Fund	
		
Assets	

$398,659.37			
1,227.06			
1,683.60			
		$173,282.53	
		181,042.04	
		25,552.39	
		53.12	
		609,695.00	
		0.09	
		0.10	
		0.20	
$401,570.03		$989,625.47	

Investments
Amount Available in Debt Service Funds Amount To Be Provided
Total Investments

Total Assets

$0.00

 	
$401,570.03	$989,625.47

Liabilities and Net Assets

$0.00

$0.00		$1,403,822.88	

$816,342.94 15,238,657.06
$16,055,000.00		

$816,342.94 15,238,657.06
$16,055,000.00	
$16,055,000.00		$17,458,822.88	

$12,627.38

Current Liabilities		
Accounts Payable	$7,472.28								$7,472.28	
Deferred Revenue			$173,282.53						173,282.53	
Total Current Liabilities	$7,472.28		$173,282.53		$0.00		$0.00		$180,754.81	

Long Term Liabilities
Revenue Bonds Payable LongTerm Total Long Term Liabilities

General Fund	Debt Service Fund

$0.00

Construction Fund

$0.00

Long Term Debt
Group

$16,055,000.00

$16,055,000.00

Total

$16,055,000.00
$16,055,000.00

 			 
Total Liabilities	$7,472.28	$173,282.53	$0.00	$16,055,000.00	$16,235,754.81

Net Assets

Net Assets, Unrestricted	$176,018.53								$176,018.53	
Net Assets - General Government	(67,446.19)								(67,446.19)	
Current Year Net Assets - General Government	285,525.41								285,525.41	
Net Assets, Unrestricted			$1,258,155.69						1,258,155.69	
Current Year Net Assets, Unrestricted			(392,905.85)						(392,905.85)	
Net Assets - General Government			(48,906.90)						(48,906.90)	
Net Assets, Unrestricted					($1,190,427.88)				(1,190,427.88)	
Net Assets, Unrestricted					1,204,418.30				1,204,418.30	
Current Year Net Assets, Unrestricted					1,244.21				1,244.21	
Net Assets - General Government					(2,607.25)				(2,607.25)	
Total Net Assets	$394,097.75		$816,342.94		$12,627.38		$0.00		$1,223,068.07	
										
Total Liabilities and Net Assets	$401,570.03		$989,625.47		$12,627.38		$16,055,000.00		$17,458,822.88	

	General Fund	

Revenues		
On-Roll Assessments	$792,797.85	
Off-Roll Assessments	406,246.88	
Other Income & Other Financing Sources On-Roll Assessments
Off-Roll Assessments
Inter-Fund Group Transfers In Inter-Fund Transfers In	13,900.28	
Total Revenues	$1,212,945.01	

Expenses		

Supervisor Fees	
$800.00	
Insurance	2,689.00	
Trustee Services	4,040.63	
Management	22,916.63	
Field Management	13,500.00	
Engineering	3,887.00	
Dissemination Agent	7,500.00	
Property Appraiser	75.00	
District Counsel	3,771.80	
Assessment Administration	12,500.00	
Audit	6,200.00	
Arbitrage Calculation	2,200.00	
Legal Advertising	2,243.52	
Miscellaneous	992.73	
Contingency	144,605.93	
Web Site Maintenance	2,810.00	
Dues, Licenses, and Fees	175.00	
Lifestyle Programming	22,541.64	
Lifestyle Coordinator	48,420.24	
Electric	10,600.95	
Dumpster	2,002.67	
Water Reclaimed	14,784.95	
Conservation Area Maintenance	17,340.00	
Amenity - Telephone	1,862.97	
Amenity - Cable	2,140.31	
Amenity - Insurance	25,404.00	
Amenity - Dues & License	125.00	
Amenity - Landscape Maintenance	40,149.89	
Amenity - Pool Maintenance	36,073.88	
Amenity - Access Control	761.00	
Amenity - Janitorial	3,297.59	

 
Debt Service Fund	Construction Fund	Long Term Debt
Group	Total	
			
$792,797.85	
			406,246.88	
			13,900.28	
$730,303.36			730,303.36	
259,923.80			259,923.80	
(1,226.30)			(1,226.30)	
	$1,226.30		1,226.30	
$989,000.86	$1,226.30	$0.00	$2,203,172.17	
			
$800.00	
			2,689.00	
			4,040.63	
			22,916.63	
			13,500.00	
			3,887.00	
			7,500.00	
			75.00	
			3,771.80	
			12,500.00	
			6,200.00	
			2,200.00	
			2,243.52	
			992.73	
			144,605.93	
			2,810.00	
			175.00	
			22,541.64	
			48,420.24	
			10,600.95	
			2,002.67	
			14,784.95	
			17,340.00	
			1,862.97	
			2,140.31	
			25,404.00	
			125.00	
			40,149.89	
			36,073.88	
			761.00	
			3,297.59	

	General Fund		Debt Service Fund	Construction Fund	Long Term Debt
Group	Total	
Amenity - Maintenance	20,289.88					20,289.88	
Amenity - Electric	27,009.50					27,009.50	
Amenity - Reclaimed Water	29,885.98					29,885.98	
General Insurance	4,449.00					4,449.00	
General Repair & Maintenance	49,334.47					49,334.47	
Irrigation	25,941.65					25,941.65	
Landscaping Maintenance & Material	256,426.87					256,426.87	
Landscape Improvements	14,755.20					14,755.20	
Tree Trimming	5,316.00					5,316.00	
Mulch	25,650.59					25,650.59	
Fitness Facility	6,105.17					6,105.17	
Tennis Courts/Basketball Court	3,110.00					3,110.00	
Amenity Building Pest Control	2,805.00					2,805.00	
Principal Payment			$430,000.00			430,000.00	
Interest Payments - 2007A Bond			337,680.00			337,680.00	
Interest Payments - 2020 Series			403,255.00			403,255.00	
Miscellaneous			212,213.08			212,213.08	
Total Expenses	$927,491.64		$1,383,148.08				

$0.00		$0.00		$2,310,639.72	
				
$72.04	
				1,241.37	
$17.91				17.91	
$17.91		$0.00		$1,331.32	
$1,244.21		$0.00		($106,136.23)	

$11,383.17		
$0.00		
$1,329,204.30	

Other Revenues (Expenses) & Gains (Losses)

Interest Income Interest Income Interest Income
Total Other Revenues (Expenses) & Gains (Losses)

Change In Net Assets

Net Assets At Beginning Of Year

$72.04

$72.04

$285,525.41

$108,572.34

$1,241.37

$1,241.37 ($392,905.85)
$1,209,248.79

 	

Net Assets At End Of Year

$394,097.75

$816,342.94

$12,627.38

$0.00	$1,223,068.07

Revenues
Maintenance Assesments
Other Income & Other Financing Sources
Net Revenues

General & Administrative Expenses Public Official Insurance Supervisor Fees
Trustee Services District Management Engineering Dissemination Agent Property Appraiser District Counsel
Assessment Administration Reamortization
Audit
Arbitrage Calculation Legal Advertising
Miscellaneous office (travel, phone, postage, etc) Web Site Maintenance
Dues, Licenses, and Fees General Insurance
Contingency- Incl Hurricane cleanup
Total General & Administrative Expenses

Field Expense
Field Management
Landscape Maintenance & Material Landscape Improvements
Mulch
Tree Trimming Irrigation
Pressure Clean Curbs and Walks Electric - Street Lights/ private lighting Water Reclaimed
Conservation Area Maintenance General Repair & Maintenance
Total Field Expenses

Parker Road CDD
Budget to Actual
For the Period End 8/31/22

Year To Date	
Actual	Budget		Variance		FY 2022	
				Adopted Budget	

$1,199,044.73	
$1,097,408.58		
$101,636.15		
$1,197,173.00	
13,900.28	0.00		13,900.28		0.00	

$1,212,945.01	$1,097,408.58		$115,536.43		$1,197,173.00	

2,689.00	

2,658.33		

30.67		

2,900.00	
800.00	1,466.67		(666.67)		1,600.00	
$4,040.63	11,000.00		$(6,959.37)		$12,000.00	
22,916.63	22,916.67		(0.04)		25,000.00	
3,887.00	916.67		2,970.33		1,000.00	
7,500.00	9,166.67		(1,666.67)		10,000.00	
75.00	68.75		6.25		75.00	
3,771.80	4,583.33		(811.53)		5,000.00	
12,500.00	11,458.33		1,041.67		12,500.00	
0.00	458.33		(458.33)		500.00	
6,200.00	5,500.00		700.00		6,000.00	
2,200.00	916.67		1,283.33		1,000.00	
2,243.52	2,291.67		(48.15)		2,500.00	
992.73	1,375.00		(382.27)		1,500.00	
2,810.00	2,200.00		610.00		2,400.00	
175.00	435.42		(260.42)		475.00	
4,449.00	3,483.33		965.67		3,800.00	
144,605.93	124,666.67		19,939.26		136,000.00	
$221,856.24	$205,562.50		$16,293.74		$224,250.00	

$13,500.00	
$16,500.00		
$(3,000.00)		
$18,000.00	
256,426.87	309,464.83		(53,037.96)		337,598.00	
14,755.20	13,750.00		1,005.20		15,000.00	
25,650.59	38,141.58		(12,490.99)		41,609.00	
5,316.00	13,750.00		(8,434.00)		15,000.00	
25,941.65	36,666.67		(10,725.02)		40,000.00	
0.00	32,974.33		(32,974.33)		35,972.00	
10,600.95	9,166.67		1,434.28		10,000.00	
14,784.95	35,291.67		(20,506.72)		38,500.00	
17,340.00	28,416.67		(11,076.67)		31,000.00	
49,334.47	73,333.33		(23,998.86)		80,000.00	
$433,650.68	$607,455.75		$(173,805.07)		$662,679.00	

Parker Road CDD	
Budget to Actua	l						
For the Period End 8/31/22	
Year To Date	
Actual		Budget		Variance		FY 2022	
						Adopted Budget	

$25,404.00		
$24,750.00		
$654.00		
$27,000.00	
3,297.59		6,875.00		(3,577.41)		7,500.00	
36,073.88		21,541.67		14,532.21		23,500.00	
125.00		91.67		33.33		100.00	
20,289.88		18,333.33		1,956.55		20,000.00	
22,541.64		27,500.00		(4,958.36)		30,000.00	
48,420.24		55,916.67		(7,496.43)		61,000.00	
27,009.50		35,016.67		(8,007.17)		38,200.00	
1,862.97		2,750.00		(887.03)		3,000.00	
761.00		3,666.67		(2,905.67)		4,000.00	
2,140.31		4,583.33		(2,443.02)		5,000.00	
2,002.67		1,375.00		627.67		1,500.00	
6,105.17		9,166.67		(3,061.50)		10,000.00	
0.00		4,583.33		(4,583.33)		5,000.00	
2,805.00		2,933.33		(128.33)		3,200.00	
3,110.00		9,166.67		(6,056.67)		10,000.00	
40,149.89		40,150.00		(0.11)		43,800.00	
0.00		10,633.33		(10,633.33)		11,600.00	
29,885.98		5,357.00		24,528.98		5,844.00	
$271,984.72		$284,390.33		$(12,405.61)		$310,244.00	

$927,491.64		
$1,097,408.58		
$(169,916.94)		
$1,197,173.00	

$72.04		

$0.00		

$72.04		

$0.00	
$72.04		$0.00		$72.04			
$285,525.41		$0.00		$285,525.41		$0.00	

Amenity Expenses Amenity - Insurance Amenity - Janitorial
Amenity - Pool Maintenance Amenity - Dues & License Amenity - Maintenance Lifestyle Programming Lifestyle Coordinator Amenity - Electric
Amenity - Telephone
Amenity - Gates/ Control Access Amenity - Cable
Refuge Services and Trash Removal Fitness Facility - Maintenance Amenity - Gas
Amenity Building Pest Control Tennis Courts/Basketball Court Amenity - Landscape Maintenance Mulch
Amenity - Reclaimed Water
Total Amenity Expenses
Total Expenses Other Income (Expense)
Interest Income
Total Other Income (Expense)

Net Income (Loss)

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Staff Reports

PARKER ROAD COMMUNITY DEVELOPMENT DISTRICT

Field Manager & Lifestyle Manager Update

From:	Barbara Staras
To:	Amy Champagne; Venessa Ripoll; Vivian Carvalho
Subject:	Re: Parker Road CDD Meeting 10/21/2022
Date:	Friday, October 7, 2022 3:06:33 PM

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

Would you like to include the BIO's of the 5 Oakmont residents seeking to fill the 2 vacant seats on the Board? Also,, could we add the following items to the agenda? Please respond with feedback to my requests.	thanks

Potential Expenditures in FY2023
*. Feedback from HOA (Kaytlan or Carrie)
Feedback from Property Management (Steve Bovio)

Potential Expenditures in FY2023
*. Feedback from HOA (Leland)
Feedback from Property Management (Steve Bovio)

Updates
+ The Community Pool Remediation: Progress and cost
+ Security Cameras
+ CAM: Did we hire someone?,Number of houses Closed

On Thu, Oct 6, 2022 at 8:24 PM Barbara Staras <barbara.staras@gmail.com> wrote: Vivian,
Please add the following topics to the October 21st meeting agenda. Some of the following items are a repeat from a previous email.
Thanks.

AGENDA
FY2022 Budget
Final expenditures and balance
Special Assessment spend

FY2023 Parker Rd (Oakmont) CDD Open Seats
*. Notify the community of the open seats
*. Review the Bio’s of the interested residents

Reserve Study
Oakmont study to review possible remediation and/or replacement with timeframes

Potential Expenditures in FY2023
*. Feedback from HOA (Leland)
Feedback from Property Managemt (Steve Bovio)ivia

Potential Expenditures in FY2023
*. Feedback from HOA (Leland)

Feedback from Property Management (Steve Bovio)

Updates
+ The Community Pool Remediation: Progress and cost
+ Security Cameras
+ CAM: Did we hire someone?,Number of houses Closed

Parker Road (Oakmont) CDD Board of Supervisors Candidates
The following five Oakmont Residents are asking to be considered to fill one of the two open seats: Their BIOs are included in this email.
Brenda Jones Flint Wipke Mike Mueller Jason Brower
Chirayu "Chip" Patel