July 17, 2024
Amelia Concourse Community Development District
475 West Town Place, Suite 114 St. Augustine, Florida 32092 www.AmeliaConcourseCDD.com

Board of Supervisors
Amelia Concourse Community Development District
Staff/Supervisor Call In #: 1-877-304-9269 Code 3537070

Dear Board Members:

The Amelia Concourse Community Development District Board of Supervisors Meeting is scheduled to be held Wednesday, July 24, 2024 at 1:00 p.m. at the Amelia Concourse Amenity Center, 85200 Amaryllis Court, Fernandina Beach, Florida 32034.
Following is the agenda for the meeting:

Call to Order

Public Comment

Staff Reports (1) – District Engineer
Approval of Minutes of the May 21, 2024 Meeting
Update on Utility/Storage Building
Consideration of Proposals for Landscape and Irrigation Maintenance Services
Public Hearings
Public Hearing for the Purpose of Adopting the Fiscal Year 2025 Budget; Consideration of Resolution 2024-09, Relating to Annual Appropriations and Adopting the Budget
Public Hearing for the Purpose of Imposing Special Assessments; Consideration of Resolution 2024-10, Imposing Special Assessments and Certifying an Assessment Roll for Fiscal Year 2025

Staff Reports (2)
District Counsel

District Manager
Consideration of Resolution 2024-11, Designating a Regular Meeting Schedule for Fiscal Year 2025
Discussion of Goals and Objectives

Field Operations Manager
Report

Proposal to Replace Posts and Rope Around Pool
Financial Reports
Financial Statements as of May 31, 2024

Approval of Check Register

Supervisors’ Requests and Audience Comments

Next Scheduled Meeting – September 17, 2024 at 11:00 a.m. at the Amelia Concourse Amenity Center

Adjournment

MINUTES
MINUTES OF MEETING
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

A regular meeting of the Board of Supervisors of the Amelia Concourse Community Development District was held Tuesday, May 21, 2024 at 11:00 a.m. at the Amelia Concourse Amenity Center, 85200 Amaryllis Court, Fernandina Beach, Florida 32034.

Present and constituting a quorum were:

Harvey Greenberg	Chairman
Jeff Snow	Supervisor
Kimberley Chamerda	Supervisor
William Busby	Supervisor

Also present were:

Daniel Laughlin	District Manager
Lauren Gentry	District Counsel
Mike Yuro by phone	District Engineer
Chip Dellinger	Operations Manager
Mary Grace Henley	Kilinski | Van Wyk

The following is a summary of the discussions and actions taken at the May 21, 2024 meeting.

FIRST ORDER OF BUSINESS	Roll Call
Mr. Laughlin called the meeting to order at 11:00 a.m. and called the roll.

SECOND ORDER OF BUSINESS	Public Comment
Charles Gay stated that he hopes the Board looks at what the property management company is looking to raise rates to.

THIRD ORDER OF BUSINESS	Staff Reports (1)
District Engineer
Mr. Yuro updated the Board on the Phase 3 repairs to be completed by Dream Finders stating that he’s reached out to the project manager seven times and often received a response
May 21, 2024	Amelia Concourse CDD

stating that they will have some information for the easement agreement they want to make the final repairs, however that has still not been received.

Landscape Team
Consideration of Proposal to Clean Up Landscaping on Orchid Blossom Trail
A proposal from BrightView to remove smaller weeds and trees and clean up the Palmettos along Orchid Blossom Trail totaling $4,794 was included in the agenda package for the Board’s review.
Mr. Laughlin stated that there has been no further communication from Dream Finders on completing this project.
This item was tabled.

Consideration of Proposal to Remove Built Up Mulch at Community Entrance and Around Pool Area
Mr. Laughlin informed the Board that removal of any old mulch would be an extra fee.
Mr. Greenberg stated that he expects to see some kind of financial consideration for what was not properly done.
Mr. Busby asked if it can be specified in the next contract that old mulch should be removed prior to new mulch being added.
No action was taken on this item.

Consideration of Proposal to Add Mulch to Entrance, Amenity Center, and JEA Lift Station
Mr. Greenberg stated that this project should be the responsibility of JEA as they maintain the lift station.
Mr. Laughlin stated that he would reach out to JEA.
Mr. Greenberg stated that BrightView continues to underperform and suggested issuing a request for proposals.
There were no objections from the Board. The Board requested inclusion of requirements for a monthly report and coordinating the maintenance schedule with Chip for walk-throughs, and inclusion of a detailed map.
May 21, 2024	Amelia Concourse CDD

FOURTH ORDER OF BUSINESS	Approval of Minutes
March 19, 2024 Regular Board Meeting
There being no comments on the minutes, a motion followed.

April 16, 2024 Budget Workshop
There being no comments on the minutes, a motion followed.

FIFTH ORDER OF BUSINESS	Update on Utility / Storage Building
Ms. Gentry reminded the Board that AT&T’s general counsel is handling the easement, while the insurance company is handling the building. The insurance company is no longer responding, so she has told AT&T that she does not believe the Board will grant an easement for the equipment without the building issue being resolved. If there is not a resolution to the building issue by the next meeting, she will set up calls with the board members individually to discuss litigation.

SIXTH ORDER OF BUSINESS	Public Hearing for the Purpose of Adopting
Rental Rates; Consideration of Resolution 2024-07
Mr. Laughlin stated that the purpose of the public hearing is to change the refundable deposit from $125 or $250 depending on the number of attendees, to $250 regardless of the number of attendees due to issues with past rentals.

May 21, 2024	Amelia Concourse CDD

A resident stated that the community is being punished for a few bad apples and suggested sending a bill to a renter who causes any damage above the deposit.
Mr. Greenberg stated that would mean expenditures on the District’s part to try to recoup money for any damage caused. He also pointed out that the deposit is refundable.
Mr. Dellinger added that he has had rentals submit the lower deposit amount based on inaccurate guest counts, when it should have been $250, so having one deposit would simplify the process.

SEVENTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-08,
Approving the Proposed Budget for Fiscal Year 2025 and Setting a Public Hearing Date for Adoption
Mr. Laughlin presented the proposed budget, noting there is a 4.5% increase in assessments being proposed. He also informed the Board the July meeting will need to be moved further out to accommodate the 60 required between budget approval and budget adoption.

EIGHTH ORDER OF BUSINESS	Staff Reports (2)
District Counsel
Ms. Gentry reminded the Board members their Form 1 is due electronically by July 1st. She also reminded the Board there are two seats up for election this year and the qualifying period for any candidates to register is noon on June 10th through noon on June 14th.
May 21, 2024	Amelia Concourse CDD

Mr. Greenberg updated the Board on the details of the agreement for security equipment stating that the total cost came to $8,244.77 and they agreed to a one-year contract that includes a provision for a maximum 9% increase. He noted they will be better quality cameras and will cover more area.

District Manager
Report on the Number of Registered Voters (876)
Mr. Laughlin informed the Board there are 876 registered voters reported to be residing within the District’s boundaries.

Reminder of Qualifying Period for General Election
This item was covered under District Counsel’s report.
Mr. Laughlin stated that a resident has asked to provide swim lessons at the District’s pool. He noted she is fully insured and can provide a certificate of insurance.
Mr. Greenberg stated that he was okay with one student at a time.
Ms. Gentry stated if the Board feels this is a worthwhile amenity for the residents, the District would enter into a license agreement with the swim instructor that would require insurance and indemnification for the District. There would also be a requirement to schedule everything with Mr. Dellinger and to yield pool space to residents.
Mr. Dellinger commented that he does not see an issue with yielding to resident usage so long as the lessons end by noon.
A resident commented that she does not believe the pool is big enough for both lessons and public usage at the same time.
Mr. Greenberg suggested limiting the lessons to under three participants and requiring that they end at noon to ease concerns of overcrowding.
The Board also agreed to limit the lessons to Tuesdays through Fridays, and to limit the lessons to residents only.

May 21, 2024	Amelia Concourse CDD

Field Operations Manager – Report
Mr. Dellinger presented the operations report, a copy of which was included in the agenda package.
Mr. Laughlin stated that he received the proposals and renderings for proposed amenity improvements from Urban Edge and will send those to the Board. This item will be discussed at the next meeting.

NINTH ORDER OF BUSINESS	Financial Reports
Financial Statements as of March 31, 2024
Copies of the financial statements were included in the agenda package.

Approval of Check Register
A copy of the check register totaling $24,320.41 was included in the agenda package.

TENTH ORDER OF BUSINESS	Supervisors’	Requests	and	Audience
Comments
Mr. Snow asked if there is an online process for applying for rentals used in any other communities.
Mr. Laughlin stated that he would look into it.
Ms. Chamerda asked when Mr. Dellinger would be taking inventory of the issued access
cards.

Mr. Greenberg responded that it’s already been done.
Bob Zingle asked if the security system is capable of facial recognition. Mr. Greenberg responded that it is.
Duane Rust asked if the pond maintenance company is still coming on schedule.
Mr. Dellinger responded that they are, and they should be coming monthly through the
summer.
May 21, 2024	Amelia Concourse CDD

Mr. Greenberg asked Mr. Dellinger to obtain a schedule for the pond maintenance company.

ELEVENTH ORDER OF BUSINESS	Next Scheduled Meeting – July 24, 2024 at
1:00 p.m. at the Amelia Concourse Amenity Center

TWELFTH ORDER OF BUSINESS	Adjournment

Secretary / Assistant Secretary	Chairman / Vice Chairman

SIXTH ORDER OF BUSINESS
Coastal Greenery, Inc 4515 Hwy 40 E
St. Mary’s, Ga 31558 Ashley@CoastalGreenery.com 912-223-0782

Dear Daniel and Courtney,

I am writing to submit Coastal Greenery Inc.'s proposal in response to Amelia Concourse CDD Landscaping. As a seasoned provider of landscape management services with a proven track record of excellence, we are enthusiastic about the opportunity to collaborate with you all on this significant endeavor.
Coastal Greenery Inc. brings over 30 years of experience specializing in sustainable landscape management and environmental stewardship. Our commitment to quality, innovation, and environmental responsibility has consistently distinguished us in the industry. Key aspects of our proposal include:
Expertise in All Environments: With our headquarters located locally, we possess deep knowledge of local ecosystems, climate considerations, and conservation practices specific to a variety of environments. This expertise ensures that our solutions are tailored to fulfill the unique challenges and opportunities presented by your project.
Proven Track Record: We have successfully executed large and extensive projects for clients with a larger scale of work. (References provided on separate page). Achieving exceptional outcomes in terms of sustainability, cost-efficiency, and client satisfaction. Our portfolio shows our exceptional ability to deliver on complex requirements while adhering to stringent regulatory standards.
Innovative Solutions: Leveraging the latest advancements in green technologies and sustainable practices, Coastal Greenery Inc. is committed to delivering cutting-edge solutions that minimize environmental and financial impact without compromising project goals. Our approach integrates the best practices in all areas of landscape management by providing consistent team and leadership training. Focus on safety, quality control and our commitment to you and your landscapes.
Commitment to Partnership: We understand the importance of collaboration and transparency in achieving project success. Our team is dedicated to fostering a strong partnership with Amelia Concourse by maintaining open communication with a Dedicated Single Point of Contact and adapting our services to align with your vision and objectives.
Compliance and Certifications: Coastal Greenery Inc. adheres to all relevant industry standards and holds certifications in Pesticide Contractor license, Erosion and Sediment Controls License, CPR and First Aid Certified. Our commitment to compliance and continuous improvement ensures that our services consistently meet regulatory requirements and exceed client expectations.
We are confident that our comprehensive approach, combined with our passion for environmental stewardship and commitment to quality, makes Coastal Greenery Inc. an ideal partner for Amelia Concourse. We look forward to the opportunity to discuss our proposal in more detail and demonstrate how we can contribute to the success of this project.

Thank you for considering Coastal Greenery Inc. We are eager to contribute our expertise and collaborate with your team to achieve outstanding results.
Sincerely, Ashley Riego
Business Development Leader Coastal Greenery Inc.
Ashley@CoastalGreenery.com 912-223-0782
Resources and Staff

Established in 1994, Coastal Greenery, Inc. began leading the market in providing the finest in landscape management services to the Golden Isles. Although the company grows with the passing of each year, Coastal Greenery has always kept quality work and relationships as the cornerstone of the business. We now service clients in Glynn, Wayne, Camden, Nassau, Chatham, Effingham, Ware and Liberty counties.
Coastal Greenery provides a “Proactive Approach” to landscape maintenance. Our experienced team of landscape professionals provide a full-service landscape maintenance program for:
Commercial and Office Parks, Homeowner Associations and Condominiums
Medical Facilities
Industrial Sites, Historic Properties
State, County and City Properties,
Limited Residential Properties
CGI has the crews to give Amelia Concourse the attention this project requires. CGI has 146 employees and $12 million + in revenue. We adhere to the requirements to ensure responsible documentation for all non-US citizen workers. Work visas that apply to any H2B workers are owned by CGI. All personnel at Coastal Greenery are either United States Citizens or work legally under a required government program
(E-verify) and possess valid work permits authorized to work in the United States. All non-smoking crew leaders are English speaking.
All employees of Coastal Greenery wear company uniforms with company logo affixed to jackets, shirts and high visibility vests which identifies all Coastal Greenery personnel on site. The same logo is affixed to all equipment, trucks and trailers which allows staff to identify us for questions or concerns. Coastal Greenery Leaders and crew members together, equate to decades of experience in landscape management making us a clear choice for a project of this size.
We give you two more levels of accountability!
Operations Manager: He or she will supervise a Team Leader and crew on-the- ground.
Client Relations Manager: He or she will supervise the Ops Manager and conduct a required monthly walk-through with a designated Amelia Concourse appointed liaison. Thereafter, our single point of contact will offer suggestions and make corrections with the team at Coastal Greenery.
Staffing and schedule
For the services outlined in this Landscape Maintenance proposal, it will take teams coming from our St. Mary’s facility to perform all maintenance weekly services.
These services will be performed during the week (Monday- Thursday) from 7:30am – 5:00pm. Friday will be used for a makeup day in case of rain or holiday.
It will take a variety of teams (varies seasonally) to perform all mowing, pruning, and general weekly services. These services will be performed during the week (Monday- Friday) from 7:30am – 5:00pm. Friday will be used for a makeup day in case of rain or holiday.
All other services such as mulch / straw install, seasonal flower installs, landscape design services and landscape plant installs will be done by additional teams as needed throughout the project. Coastal Greenery complies with all state agencies and possesses a business license, Department of Agriculture Plant handlers License and trains weekly with OSHA standards of safety.
All the above Coastal Greenery personnel will be under the supervision of one Operations Manager and one Client Relations Manager, who will be your Coastal Greenery single point of contact for Amelia Concourse.
Directions are given to the Team Leaders to execute weekly job plans.
Equipment
Typical equipment will be used, depending on the season, to perform the Landscape duties:
Ford F-250 truck
Enclosed 7x16 foot cargo trailer
Multiple Gravely 61” zero turn mowers and 48” walk-behinds. Various edgers and trimmers and blowers, as well.
Crew size will vary from two to eight members depending on size of the Amelia Concourse project.
(Our Creative Outdoors division has its own equipment for enhancement work and install projects.)
Several small weed eaters, edgers, blowers, tillers, fertilizer spreaders, chainsaws, rakes, shovels, etc.
Strategy for Weekly Landscape Maintenance
Mowing: All turf areas shall be mowed during the growing season not to exceed the specified number of visits per year as specified in the RFP. During the dormant season, mowing will be done as needed. Clippings will be left on the lawn with no visible clumps remaining on the surface 24 hours after mowing.
Edging: All hardscape areas (sidewalks, fences, driveways, parking areas) and softscape areas (tree rings, plant beds) will be edged with a steel blade edger, monofilament line trimmers and/or chemicals twice per month during the growing season. Grass clippings will be blown from sidewalks, curbs, and roadways after mowing and/or trimming. In periods of drought stress or dormancy, mowing, edging, and weed-eating may be suspended.
Pruning: (Growing Season): Plants and shrubs will be pruned during the growing season as intended to remove new growth only and to maintain the intended shape of the plant. Pruning is done by hand snips or powered sheers. Tree pruning will be done once per year and is limited to branches below Seven (7) feet height. Additional fees will apply to pruning of trees over Seven (7) feet height. For safety, no trees will be pruned in or under utility lines. Branches will be pruned just outside the branch collar. Pruning paint will not be applied. Sucker growth will be removed by hand from the base of trees. No herbicides will be used for this purpose.
Pruning: (Dormant Season): Pruning during the dormant season is intended to reshape, thin or invigorate plant material. Evergreen hedges, hollies, roses, etc. will be hard pruned as needed. Crape Myrtles, if needed, will be pruned by only removing cross branches and seed heads. Perennials will be cut back to promote spring growth. No guarantee that perennials will flush. Ornamental grasses such as Miscanthus, Muhly, and Pampas grass will be cut back to promote new growth. This type of pruning will be done January- March at the rate specified in the RFP.
Weed Control: Weeds will be treated with post-emergent applications of herbicides in all plant beds or mulched areas using a target spray technique and/ or hand pulling. Weeds in hard surfaces (paved) areas will be controlled with line string trimmers or chemical treatments. Perimeter fence lines and roadway railings shall be chemically treated per scope specs or string trimmed where accessible. Weed control will be done per the RFP at the required frequency and required application.
Blowing: Blowers are used to clean hard and soft surfaces of particle debris. Any debris that will not be absorbed will be picked up.
Why Choose Coastal Greenery
Over 30 years of experience.
Single Point of Contact for questions or concerns.
Monthly Quality control audits.
Weekly and Monthly training for all team members and leaders.
On site Operations Leader and Team Leaders to ensure crew accountability.
Local to Nassau County situated in St. Mary’s Ga
Compliant in all State, Local and Federal regulations.
Priority in a safe, knowledgeable and drug free workplace.
Rapid service response whether via email, phone or in person.
We manage your landscape, so you don’t have to.
Knowledge and Qualifications

Since April 1994, Coastal Greenery has been providing landscape services to South Georgia. The company has grown and proudly services the areas from Coastal North Florida through the Coast of South Carolina. Understanding that each client’s needs are unique, our team offers personalized service plans tailored to the specific requirements and goals of our clients. By working closely with clients, and keeping relationships at the root of the business, we ensure that the landscaping solutions provided align with the client’s image and operational needs.

How does Coastal Greenery stand apart from the competition? Coastal Greenery’s team has ROOTS in the professional landscape business to better serve our client’s needs. Our team will:
Provide RESPONSIVE service
Commit to being OBSERVANT
Take OWNERSHIP of our work
Display TRUSTWORTHY service
Continually be SKILLED in landscapes and customer service.
Coastal Greenery, Inc understands the significance of providing quality work to our clients that meets or exceeds Federal, State and Local laws. We are proud license holders for Pesticide application, Erosion and Sediment Controls, First aid and CPR. Our leaders and crews go through continuous training monthly to ensure that we all provide the same level of quality work, safety standards and commitment to all properties we touch.
Coastal Greenery, Inc takes pride in being an active member of the community. Including the responsibility as their primary landscaper. Coastal Greenery has partnered with Glynn County to manage landscaping at properties such as FLETC, The City of Brunswick, Glynn County Sheriff Complex, Downtown Brunswick, Multiple City, State and federal properties such as the airport, cemeteries, professional parks and development authorities. We are also partnered with Chatham and Camden County for properties such as Georgia Southern, Compassion Churches, Georgia Port Authority, Courthouses, Kings Bay Naval Base, Coastal Pines Technical College, College of Coastal Georgia, as well as many large HOA neighborhoods, hospitals, and communities. Coastal Greenery is confident in our ability to provide the service needed for the scope of work required.

Prepared for: Amelia Concourse Community Development District
Prepared by: Ashley Riego Date: July 17, 2024

Amelia Concourse Community Development District
Maintenance Proposal
Thank you for your interest in Coastal Greenery, Inc. Over the past 30 years, we have been privileged to be a part of many clients’ mission to fulfill their individual landscape needs. With this being said, I want you to feel confident in your decision to allow our team to serve you in this venture. The Coastal Greenery Team possesses the education, training, and hands-on experience to manage your landscape with each service we offer. Our team strongly believes that communicating with the client and educating the client are the keys to a great working relationship. We want you to feel confident that our team’s number 1 goal is to provide you with the finest landscape services possible while working in the safest manner possible. We are looking forward to building a lasting relationship with you as well as meeting all of your landscape needs.
-Jeffrey Johns
Landscape Maintenance Agreement
THIS AGREEMENT is made this day 7/17/2024 12:00:00 AM , by and between: Amelia Concourse Community Development District
85177 Amaryllis Ct Fernandina Beach , Florida 32034 (hereinafter referred to as "the Client")
and
Coastal Greenery, Inc.
(hereinafter referred to as "the Contractor")
NOW, IN CONSIDERATION of the mutual promises contained in this Agreement, the parties agree as follows: The term of this Agreement shall commence on 09/01/2024, and shall continue until 08/31/2027 .
Amelia Concourse Community Development District
Opportunity No. -
31703

Weekly Landscape Maintenance

Mowing, Edging and Trimming: All turf areas shall be mowed during the growing season not to exceed the specified number of visits per year. During the dormant season, mowing will be done as needed. Clippings will be left on the lawn with no visible clumps remaining on the surface 24 hours after mowing. All hardscape areas (sidewalks, fences, driveways, parking areas) and softscape aras (tree rings, plant beds) will be edged with a steel blade edger, monofilament line trimmers and/or chemicals twice per month during the growing season. Grass clippings will be blown from sidewalks, curbs, and roadways after mowing and/or trimming. In periods of drought stress or dormancy, mowing, edging, and weedeating may be suspended.
Pruning (Growing Season): Plants and shrubs will be pruned during the growing season as intended to remove new growth only and to maintain the intended shape of the plant. Pruning is done by hand snips or powered sheers. Tree pruning will be done once per year and is limited to branches below Seven (7) feet height. Additional fees will apply to pruning of trees over Seven
(7) feet height. For safety, no trees will be pruned in or under utility lines. Branches will be pruned just outside the branch collar. Pruning paint will not be applied. Sucker growth will be removed by hand from the base of trees. No herbicides will be used for this purpose.
Pruning (Dormant Season): Pruning during the dormant season is intended to reshape, thin or invigorate plant material. Evergreen hedges, hollies, roses, etc. will be hard pruned as needed. Crape Myrtles, if needed, will be pruned by only removing cross branches and seed heads.
Perennials will be cut back to promote spring growth. No guarantee that perennials will flush. Ornamental grasses such as Miscanthus, Muhly, and Pampas grass will be cut back to promote new growth. This type of pruning will be done January- March.
Weed Control: Weeds will be treated with post-emergent applications of herbicides in all plant beds or mulched areas using a target spray technique and/ or hand pulling. Weeds in hard surfaces (paved) areas will be controlled with line string trimmers or chemical treatments.
Blowing: Blowers are used to clean hard and soft surfaces of particle debris. Any debris that will not be absorbed will be picked up.
Spring Leaf Removal: Leaves on lawn areas, in shrubs, groundcovers and along curb lines will be picked up. During leaf drop all surfaces will be cleaned. Disposal of debris and leaves will conform to the client’s desire. No on-site disposal will be done without prior approval.

Water Management Services
Weathermatic SmartLink Water Management System: Coastal Greenery Inc. will install a Weathermatic SmartLink water and site management systems irrigation controller and weather sensor. This system will become property of the client. Included in the Weathermatic SmartLink Controller is a Total Equipment Protection Warranty which is an all-inclusive warranty that includes protection against lightening, theft or physical damage and provides a fixed cost of ownership. This warranty is valid as long as the client is a customer of Coastal Greenery Inc.
Amelia Concourse Community Development District
Opportunity No. -
31703

24 Hour System Management - Coastal Greenery Inc. will install a cellular Air Card and will monitor on a 24-hour basis and will contact the Client and/or Client Agent if there are any issues with water allocation. Coastal Greenery Inc. will program the system in a manner that promotes efficient use of water and healthy plant growth. Coastal Greenery Inc. retains ownership of the cellular communication equipment (Air Card).
Quarterly Inspections- Coastal Greenery Inc. will check the client’s water system, quarterly using a SmartLink mobile inspection app. Every valve is opened, and the system is inspected thoroughly. At this time, Coastal Greenery Inc. will reset zone times according to seasonal changes. Coastal Greenery Inc. will provide the Client with photos documenting any major repair items needed and will note and report to client any symptoms of inadequate or excessive irrigation, drainage problems, etc
Annually - Coastal Greenery Inc. will recalibrate each zone following Cooperative Extension Service recommendations.
Repairs or system service beyond the above scope will require a charge at an hourly rate per man plus materials. The client or client's agent will be notified, and approval given before repairs beyond the above scope are made. The Client understands that for Coastal Greenery Inc.
to perform routine maintenance and repairs to the water system, it may be necessary to operate the system during Coastal Greenery Inc's. regular business hours. It is further acknowledged by Client that this is also the case when certain fertilizers and chemicals are applied. Coastal Greenery Inc. shall not be held liable for cleaning vehicles or any other items that get wet during operation of the irrigation system.

Turf / Plant Healthcare Application - FL

Our Plant/Turf Healthcare plan includes (8) visits during an annual year while using the best Horticulture techniques available. Our plan includes turf fertilizations, insecticides, herbicides and micro nutrients following Best Methods for Integrated Pest Management (IPM).
Applications will be granulated and liquid products. Shrubs and other bed plants will receive an application of fertilizer and an insecticide during the year.

Soil Test

In the month of December a soil test will be completed on your landscape. The soil will be sent to a certified lab to analyze proper fertilization and pest requirements for your landscape in the upcoming season. A copy of the results will be provided.

Palm Pruning
All Sabal (Cabbage) Palms and Washingtonia Palms over seven (7) feet in height will be trimmed once per year after seed heads have produced in the months of August and September.
Trimming includes removal of seed heads, low hanging palm fronds and dead. Shucking of the tree bark will be completed at an additional charge if necessary. For safety, no palm trees will be pruned in or under utility lines. Palm trees with two (2) or more years of growth will require an
Amelia Concourse Community Development District
Opportunity No. -
31703

additional upfront fee for pruning. Palms over twenty-two (22) feet in height will be an additional charge/fee.
Spring Mulching
All mulched areas shall be replenished with Wood Mulch at a depth not to exceed two (2) inches. Spring mulch will be installed during the months of February/March/April. Excess old mulch will not be removed. If this is needed, additional fees may result.
Spring Pinestraw
All pinestraw areas shall be replenished with pinestraw at a depth not to exceed two (2) inches. Spring pinestraw will be installed during the months of February/March/April. Excess old pinestraw will not be removed. If this is needed, additional fees may result.
Fall Mulching
All mulched areas shall be replenished with Wood Mulch at a depth not to exceed two (2)
inches. Fall mulch will be installed during the months of September/October/November. Excess old mulch will not be removed. If this is needed, additional fees may result.
Fall Pinestraw
All pinestraw areas shall be replenished with pinestraw at a depth not to exceed two (2) inches. Fall pinestraw will be installed during the months of September/October/November. Excess old pinestraw will not be removed. If this is needed, additional fees may result.
Summer Seasonal Color Install/Design
Replacement of existing annuals shall be done during the Summer Season in the month of June. Our color program creates a pleasant, professional environment for residents, tenants or visiting clients. Installation of annuals/bedding plants will include design, soil preparation of soil mixes, fertilizers, fungicides incorporated in the plant beds at planting, plant material and shredded pine bark mulch.
Spring Seasonal Color Install/Design
Replacement of existing annuals shall be done during the Spring Season in the month of April. Our color program creates a pleasant, professional environment for residents, tenants or visiting clients. Installation of annuals/bedding plants will include design, soil preparation of soil mixes, fertilizers, fungicides incorporated in the plant beds at planting, plant material and shredded pine bark mulch.
Winter Seasonal Color Install/Design

Replacement of existing annuals shall be done during the Winter Season in the month of November. Our color program creates a pleasant, professional environment for residents, tenants or visiting clients. Installation of annuals/bedding plants will include design, soil preparation of soil mixes, fertilizers, fungicides incorporated in the plant beds at planting, plant material and shredded pine bark mulch.

Fall Seasonal Color Install/Design
Amelia Concourse Community Development District
Opportunity No. -
31703

Replacement of existing annuals shall be completed during the Fall season in the month of August. Our color program creates a pleasant, professional environment for residents, tenants, or visiting clients. Installation of annuals/bedding plants will include design, a soil preparation of soil mixes, fertilizers and fungicides incorporated at the time of planting, plant material and shredded pine bark mulch.
Seasonal Color Maintenance
Maintenance of seasonal color plant beds will be completed Twelve (12) times per year. Each visit will include hand weeding, fertilizer applications, bloom dead-heeding, and replenishing of pine bark mulch as needed. Fertilizer applications will include Half (1/2) Pound Nitrogen per Thousand (1,000) square feet of bed area with a slow release product. No herbicides will be used.
Amelia Concourse Community Development District
Opportunity No. -
31703

Agreement Terms and Conditions

CONTRACTOR’S RESPONSIBILITY:

Performance: The Contractor shall be responsible for the performance of all work agreed upon in accordance with the “Scope of Work” but shall not be responsible for any condition caused by an act of God i.e. tropical storms, hurricanes, or any unforeseen intervening factor which may arise during the term of this Agreement, or subsequent time thereafter. In the event that weather prevents work from being performed on any day or date agreed to in this Agreement, the Contractor will strive to perform the work as soon thereafter as the Contractor is reasonably able to perform.
The Contractor reserves the right to amend this Agreement when the Scope of Work is affected by changes to any local, state, and/or federal law, regulation or ordinance that goes into effect after this Agreement is signed.
The Contractor shall amend this Agreement, in writing, when any additions or deletions occur to the landscape and /or irrigation system within the Scope Of Work set forth within this Agreement. The Contractor will obtain written or verbal permission before performing any additional work outside the Scope of Work and the Contractor will invoice the Client accordingly.
The Contractor will schedule the Scope of Work according to the requirements of the Client and will in no way interfere with the normal routine of the Clients tenants, visitors, and/or employees.
Workforce: The Contractor shall assign a trained workforce with experience in the “Scope of Work” being provided. The workforce will be presentable and identifiable at all times. The workforce shall be competent, qualified, drug-free, and U.S. citizens or legally authorized to work in the United States. The Contractor reserves the right to hire qualified subcontractors to perform specialized functions or work requiring specialized equipment.
Materials: All materials shall conform the bid specifications. The Contractor will meet and comply with all agricultural licensing and reporting requirements. The Contractor shall pay all sales taxes on materials where applicable.
Licenses and Permits: The Contractor will maintain State of Georgia Level 1A Soil and Erosion Licenses as required by law, State of Georgia Category 24 Ornamental & Turf Pest Control Licenses as required by law, and state certification in CPR & First Aid from the American Red Cross. Furthermore, the Contractor will comply with all other licenses and permits required by county, state and federal governments whereas the Scope of Work necessitates.
Insurances: The Contractor will maintain $2,000,000 General Liability Insurance and Full Workers Compensation Insurance on all workforce and any other insurance at the discretion of the Contractor or required by law. Additionally, the Contractor will require the same of any sub-contractor and will provide certificates of insurance upon Client request.
Liability: It is understood and agreed that the Contractor is not liable for any damage of any kind that is not caused by the negligence of the Contractor, its agents, contractors, or
Amelia Concourse Community Development District
Opportunity No. -
31703

employees, including but not limited to: death or decline of plant material due to improper selection, placement, planting or maintenance before the time of this Agreement; damage due to improper irrigation components in existence at the time of this Agreement execution; exposed cables/wires or sprinkler components/lines normally found below the surface of the lawn; flooding, storm or wind damage; disease or damage to lawns or landscape plants caused by excessive irrigation or lack of water due to inoperative components provided it reported these to the Client, irrigation restrictions imposed by local water management authorities or civil authorities or lack of irrigation and/or coverage; damage caused by any item hidden in the landscape and not clearly guarded or marked; and damage due to vandalism. Notwithstanding anything to the contrary
herein, Contractor shall at all times be liable for the negligence and willful misconduct of its agents, employees, representatives, and contractors.
Underground Utilities: The Contractor will notify the Georgia Utilities Protection Agency prior to any installation project for the purpose of marking underground public utilities. Every effort will be made to avoid damaging any underground utilities. The Contractor will not be held liable for damage to telephone, electric, gas or water lines if they are not located where marked. Furthermore, the Contractor will not be held liable for damage to invisible fencing, irrigation systems, cable, phone, or private utilities such as, but not limited to, lamppost and outdoor lighting lines if these are not properly marked. Fees to repair any damage will be the responsibility of the Client. Non-public utility lines may be marked by the Contractor who installed them.
Invoicing: The Contractor will submit monthly invoices for work performed within the Scope of Work included in this Agreement. All work will be invoiced on a per agreement basis and are due Thirty (30) days from the date of the invoice.
Any services performed outside the Scope of Work specified in this Agreement will be approved, completed, and invoiced separately. All additional work performed will be invoiced and due upon receipt of the invoice.

CLIENT’S RESPONSIBILITY:
Utility Usage: The Client shall allow the Contractor, its agents and employees, the usage of the utilities on site if needed. Utilities used but not limited to: water and electricity.
Payment: Client will receive an invoice at the end of every month, for the upcoming month’s service to be performed and is due Thirty (30) days from the invoice date. Any additional services outside of this Agreement approved by the client will be billed separately. This payment plan is considered to be a “Balanced Billing Plan” and doesn’t necessarily reflect the amount of work performed during the month that it was invoiced. Should a cancellation of this Agreement occur a reconciliation of services rendered shall be provided and any services rendered and not paid shall be paid in full to the Contractor within Thirty (30) days of cancellation date.
The Client is considered delinquent if the payment has not reached the Contractor’s office by the due date on the invoice. If an invoice becomes forty-five (45) days past due, the Contractor reserves the right to suspend services immediately by giving written notice of
Amelia Concourse Community Development District
Opportunity No. -
31703

action for nonpayment. After sixty-five (65) days past due, the Contractor will proceed with legal action they deem necessary to collect the balance due on the Client’s account. The Client will then be responsible for the balance on the account plus all expenses associated to collections, but not limited to court filings and attorney fees.
Corrections: The Client shall give the Contractor at least thirty (30) days to correct any problem or defect discovered in the performance of the Scope of Work contained in this Agreement. The Contractor may provide compensation at its discretion if defects are not correctable to the satisfaction of the Client.

OTHER TERMS:
Renewal: This Agreement is good for three (3) consecutive years with all of its terms and conditions, unless other arrangements are stated. A three percent (3%) annual pay increase will occur after the first 12 months and another after the first 24 months of this Agreement.
Wind/Hurricane Damage: Damage to landscape caused by winds, tidal surges, and or flooding such as broken limbs, down trees, yard debris will be cleaned by Coastal Greenery at an additional cost to this Agreement. This work will be invoiced at an hourly rate plus debris hauling/waste removal fees. Safety of site to be addressed 1st. Access to the site addressed 2nd. Appearance/aesthetics addressed 3rd.
Quoted Price: The quoted agreement price within this Agreement shall be valid for a period of thirty (30) days from the date submitted.
Cancellation: This Agreement may be canceled by either party upon a thirty (30) day written notice. Written notice of termination shall be addressed as follows: Coastal Greenery, 1242 Old Jesup Road, Brunswick, GA 31520. In the event this Maintenance Agreement is terminated within the first 12-months of the Smart Water Management Upgrade, a balance of five hundred dollars ($500.00) will become due and payable immediately. In the event of the maintenance termination, the property would retain the smart controller(s) and weather station(s) which will continue to function in the same intelligent way, yet no longer have the cloud-based software, data/reporting and remote connectivity capabilities.
Independent Contractor: It is the express intention of the parties that the Contractor is an independent contractor and is not an employee, agent, joint venture or partner of the Client. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Client and Contractor or any employee or agent of Contractor or for any other purpose. Contractor and its agents are not entitled to participate in any benefits that the Client provides for its employees. Contractor shall retain the right to provide similar services to other clients while currently engaged in an Agreement with the Client. Because of the Contractor's independent contractor status, no tax withholding shall be made from the payments contemplated in this Agreement. Contractor is responsible for paying all state and federal taxes as required by law.
Governing Law: This Agreement shall be governed by and construed in accordance
Amelia Concourse Community Development District
Opportunity No. -
31703

with the laws of the State of Georgia.
Amelia Concourse Community Development District
Opportunity No. -
31703

AGREEMENT PRICING AND SIGNATURES:
Payments are to be made over 12 monthly installments.

AGREEMENT SUMMARY

SERVICES	OCCURS	PRICE	
Weekly Landscape Maintenance	52	$40,053.52	
Water Management Services	4	$3,598.68	
Turf / Plant Healthcare Application - FL	8	$16,735.44	
Soil Test	1	$108.80	
Palm Pruning	1	$649.97	
Spring Mulching	1	$3,585.92	
Spring Pinestraw	1	$1,238.36	
Fall Mulching	1	$3,585.92	
Fall Pinestraw	1	$1,238.36	
Summer Seasonal Color Install/Design	1	$2,566.24	
Spring Seasonal Color Install/Design	1	$2,566.24	
Winter Seasonal Color Install/Design	1	$2,234.16	
Fall Seasonal Color Install/Design	1	$2,102.07	
Seasonal Color Maintenance	12	$1,636.32	

TOTAL	$81,900.00
Amelia Concourse Community Development District
Opportunity No. -
31703

PAYMENT SCHEDULE

INVOICE MONTH		PRICE	
September		$6,825.00	
October		$6,825.00	
November		$6,825.00	
December		$6,825.00	
January		$6,825.00	
February		$6,825.00	
March		$6,825.00	
April		$6,825.00	
May		$6,825.00	
June		$6,825.00	
July		$6,825.00	
August		$6,825.00	
TOTAL ANNUAL COST		$81,900.00	
Coastal Greenery, Inc.		Amelia Concourse Community Development District	

By	
By	

Ashley Riego			
Date 7/17/2024	Date	

BILLING INFORMATION:

Name:

Title:

Email Address:

Phone #:

Billing Address:

**All invoices are emailed unless specified**

Prepared for: Amelia Concourse Community Development District
Prepared by: Ashley Riego Date: July 17, 2024

Amelia Concourse Community Development District
Maintenance Proposal
Thank you for your interest in Coastal Greenery, Inc. Over the past 30 years, we have been privileged to be a part of many clients’ mission to fulfill their individual landscape needs. With this being said, I want you to feel confident in your decision to allow our team to serve you in this venture. The Coastal Greenery Team possesses the education, training, and hands-on experience to manage your landscape with each service we offer. Our team strongly believes that communicating with the client and educating the client are the keys to a great working relationship. We want you to feel confident that our team’s number 1 goal is to provide you with the finest landscape services possible while working in the safest manner possible. We are looking forward to building a lasting relationship with you as well as meeting all of your landscape needs.
-Jeffrey Johns
Landscape Maintenance Agreement
THIS AGREEMENT is made this day 7/17/2024 12:00:00 AM , by and between: Amelia Concourse Community Development District
85177 Amaryllis Ct Fernandina Beach , Florida 32034 (hereinafter referred to as "the Client")
and
Coastal Greenery, Inc.
(hereinafter referred to as "the Contractor")
NOW, IN CONSIDERATION of the mutual promises contained in this Agreement, the parties agree as follows: The term of this Agreement shall commence on 09/01/2024, and shall continue until 08/31/2027 .
Amelia Concourse Community Development District
Opportunity No. -
31704

Weekly Landscape Maintenance

Mowing, Edging and Trimming: All turf areas shall be mowed during the growing season not to exceed the specified number of visits per year. During the dormant season, mowing will be done as needed. Clippings will be left on the lawn with no visible clumps remaining on the surface 24 hours after mowing. All hardscape areas (sidewalks, fences, driveways, parking areas) and softscape areas (tree rings, plant beds) will be edged with a steel blade edger, monofilament line trimmers and/or chemicals twice per month during the growing season. Grass clippings will be blown from sidewalks, curbs, and roadways after mowing and/or trimming. In periods of drought stress or dormancy, mowing, edging, and weed eating may be suspended.
Amelia Concourse Community Development District
Opportunity No. -
31704

Agreement Terms and Conditions

CONTRACTOR’S RESPONSIBILITY:

Performance: The Contractor shall be responsible for the performance of all work agreed upon in accordance with the “Scope of Work” but shall not be responsible for any condition caused by an act of God i.e. tropical storms, hurricanes, or any unforeseen intervening factor which may arise during the term of this Agreement, or subsequent time thereafter. In the event that weather prevents work from being performed on any day or date agreed to in this Agreement, the Contractor will strive to perform the work as soon thereafter as the Contractor is reasonably able to perform.
The Contractor reserves the right to amend this Agreement when the Scope of Work is affected by changes to any local, state, and/or federal law, regulation or ordinance that goes into effect after this Agreement is signed.
The Contractor shall amend this Agreement, in writing, when any additions or deletions occur to the landscape and /or irrigation system within the Scope Of Work set forth within this Agreement. The Contractor will obtain written or verbal permission before performing any additional work outside the Scope of Work and the Contractor will invoice the Client accordingly.
The Contractor will schedule the Scope of Work according to the requirements of the Client and will in no way interfere with the normal routine of the Clients tenants, visitors, and/or employees.
Workforce: The Contractor shall assign a trained workforce with experience in the “Scope of Work” being provided. The workforce will be presentable and identifiable at all times. The workforce shall be competent, qualified, drug-free, and U.S. citizens or legally authorized to work in the United States. The Contractor reserves the right to hire qualified subcontractors to perform specialized functions or work requiring specialized equipment.
Materials: All materials shall conform the bid specifications. The Contractor will meet and comply with all agricultural licensing and reporting requirements. The Contractor shall pay all sales taxes on materials where applicable.
Licenses and Permits: The Contractor will maintain State of Georgia Level 1A Soil and Erosion Licenses as required by law, State of Georgia Category 24 Ornamental & Turf Pest Control Licenses as required by law, and state certification in CPR & First Aid from the American Red Cross. Furthermore, the Contractor will comply with all other licenses and permits required by county, state and federal governments whereas the Scope of Work necessitates.
Insurances: The Contractor will maintain $2,000,000 General Liability Insurance and Full Workers Compensation Insurance on all workforce and any other insurance at the discretion of the Contractor or required by law. Additionally, the Contractor will require the same of any sub-contractor and will provide certificates of insurance upon Client request.
Liability: It is understood and agreed that the Contractor is not liable for any damage of any kind that is not caused by the negligence of the Contractor, its agents, contractors, or
Amelia Concourse Community Development District
Opportunity No. -
31704

employees, including but not limited to: death or decline of plant material due to improper selection, placement, planting or maintenance before the time of this Agreement; damage due to improper irrigation components in existence at the time of this Agreement execution; exposed cables/wires or sprinkler components/lines normally found below the surface of the lawn; flooding, storm or wind damage; disease or damage to lawns or landscape plants caused by excessive irrigation or lack of water due to inoperative components provided it reported these to the Client, irrigation restrictions imposed by local water management authorities or civil authorities or lack of irrigation and/or coverage; damage caused by any item hidden in the landscape and not clearly guarded or marked; and damage due to vandalism. Notwithstanding anything to the contrary
herein, Contractor shall at all times be liable for the negligence and willful misconduct of its agents, employees, representatives, and contractors.
Underground Utilities: The Contractor will notify the Georgia Utilities Protection Agency prior to any installation project for the purpose of marking underground public utilities. Every effort will be made to avoid damaging any underground utilities. The Contractor will not be held liable for damage to telephone, electric, gas or water lines if they are not located where marked. Furthermore, the Contractor will not be held liable for damage to invisible fencing, irrigation systems, cable, phone, or private utilities such as, but not limited to, lamppost and outdoor lighting lines if these are not properly marked. Fees to repair any damage will be the responsibility of the Client. Non-public utility lines may be marked by the Contractor who installed them.
Invoicing: The Contractor will submit monthly invoices for work performed within the Scope of Work included in this Agreement. All work will be invoiced on a per agreement basis and are due Thirty (30) days from the date of the invoice.
Any services performed outside the Scope of Work specified in this Agreement will be approved, completed, and invoiced separately. All additional work performed will be invoiced and due upon receipt of the invoice.

CLIENT’S RESPONSIBILITY:
Utility Usage: The Client shall allow the Contractor, its agents and employees, the usage of the utilities on site if needed. Utilities used but not limited to: water and electricity.
Payment: Client will receive an invoice at the end of every month, for the upcoming month’s service to be performed and is due Thirty (30) days from the invoice date. Any additional services outside of this Agreement approved by the client will be billed separately. This payment plan is considered to be a “Balanced Billing Plan” and doesn’t necessarily reflect the amount of work performed during the month that it was invoiced. Should a cancellation of this Agreement occur a reconciliation of services rendered shall be provided and any services rendered and not paid shall be paid in full to the Contractor within Thirty (30) days of cancellation date.
The Client is considered delinquent if the payment has not reached the Contractor’s office by the due date on the invoice. If an invoice becomes forty-five (45) days past due, the Contractor reserves the right to suspend services immediately by giving written notice of
Amelia Concourse Community Development District
Opportunity No. -
31704

action for nonpayment. After sixty-five (65) days past due, the Contractor will proceed with legal action they deem necessary to collect the balance due on the Client’s account. The Client will then be responsible for the balance on the account plus all expenses associated to collections, but not limited to court filings and attorney fees.
Corrections: The Client shall give the Contractor at least thirty (30) days to correct any problem or defect discovered in the performance of the Scope of Work contained in this Agreement. The Contractor may provide compensation at its discretion if defects are not correctable to the satisfaction of the Client.

OTHER TERMS:
Renewal: This Agreement is good for three (3) consecutive years with all of its terms and conditions, unless other arrangements are stated. A three percent (3%) annual pay increase will occur after the first 12 months and another after the first 24 months of this Agreement.
Wind/Hurricane Damage: Damage to landscape caused by winds, tidal surges, and or flooding such as broken limbs, down trees, yard debris will be cleaned by Coastal Greenery at an additional cost to this Agreement. This work will be invoiced at an hourly rate plus debris hauling/waste removal fees. Safety of site to be addressed 1st. Access to the site addressed 2nd. Appearance/aesthetics addressed 3rd.
Quoted Price: The quoted agreement price within this Agreement shall be valid for a period of thirty (30) days from the date submitted.
Cancellation: This Agreement may be canceled by either party upon a thirty (30) day written notice. Written notice of termination shall be addressed as follows: Coastal Greenery, 1242 Old Jesup Road, Brunswick, GA 31520. In the event this Maintenance Agreement is terminated within the first 12-months of the Smart Water Management Upgrade, a balance of five hundred dollars ($500.00) will become due and payable immediately. In the event of the maintenance termination, the property would retain the smart controller(s) and weather station(s) which will continue to function in the same intelligent way, yet no longer have the cloud-based software, data/reporting and remote connectivity capabilities.
Independent Contractor: It is the express intention of the parties that the Contractor is an independent contractor and is not an employee, agent, joint venture or partner of the Client. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Client and Contractor or any employee or agent of Contractor or for any other purpose. Contractor and its agents are not entitled to participate in any benefits that the Client provides for its employees. Contractor shall retain the right to provide similar services to other clients while currently engaged in an Agreement with the Client. Because of the Contractor's independent contractor status, no tax withholding shall be made from the payments contemplated in this Agreement. Contractor is responsible for paying all state and federal taxes as required by law.
Governing Law: This Agreement shall be governed by and construed in accordance
Amelia Concourse Community Development District
Opportunity No. -
31704

with the laws of the State of Georgia.
Amelia Concourse Community Development District
Opportunity No. -
31704

AGREEMENT PRICING AND SIGNATURES:
Payments are to be made over 12 monthly installments.

AGREEMENT SUMMARY

SERVICES	OCCURS	PRICE
Weekly Landscape Maintenance	52	$35,279.92

TOTAL	$35,279.92
Amelia Concourse Community Development District
Opportunity No. -
31704

PAYMENT SCHEDULE

INVOICE MONTH		PRICE	
September		$2,940.00	
October		$2,940.00	
November		$2,940.00	
December		$2,940.00	
January		$2,940.00	
February		$2,940.00	
March		$2,940.00	
April		$2,940.00	
May		$2,940.00	
June		$2,940.00	
July		$2,940.00	
August		$2,940.00	
TOTAL ANNUAL COST		$35,280.00	
Coastal Greenery, Inc.		Amelia Concourse Community Development District	

By	
By	

Ashley Riego			
Date 7/17/2024	Date	

BILLING INFORMATION:

Name:

Title:

Email Address:

Phone #:

Billing Address:

**All invoices are emailed unless specified**
E-VERIFY. The successful Contractor must comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, to the extent required by Florida Statute, the Contractor must register with and use the United States Department of Homeland Security's E-Verify system to verify the work authorization status of all newly hired employees and shall comply with all requirements of Section 448.095, Florida Statutes, as to the use of subcontractors. The District may terminate the Agreement immediately for cause ifthere is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes. By entering into the Agreement, the Contractor will represent that no public employer has terminated a contract with the Contractor under Settion 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of the Agreement.

FOREIGN INFLUENCE. By submitting a proposal, the Proposer agrees to comply with the provisions of Section 286.101, Florida Statutes, regarding disclosures of any current or prior interest of, any contract with, or any grant or gift received from a foreign country of concern if such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous five (5) years. Proposer affirms that, except as may be otherwise disclosed or excluded from disclosure under Section 286.101, Florida Statues, Proposer has no such interest in, contract with, or grant or gift from a foreign country of concern as defined in Section 286.101, Florida Statues.

[End of Instructions to Proposers}
PROPOSAL FORM
PART I-  GENERAL INFORMATION

Proposer General Information:
Proposer Company Name  lkSm\ QY.Q,.tY\t W\L..
Street Address	\'.ZJ\:'.L	l)\(\	 M•
P. 0.	Box (if any)		
City '1YUJ\W\(}&	State	 y \(k

Zip Code  ,1'-L-1 =- '2{}=><-
TelephoneC,12- 2lPI -s,·-,I	Fax no. 	
1st Contact Name	&'---'-<.J)L..e..:11"'-=t:...J.---.Ltt--'-"· ""-e9.µ.,o'------- TitleOll11De  dlvtlof111eiiT
Email lt;nl19 @CoasJoJgr .Com
2nd Contact Name	' ef "'ll,, '-""'ltl14---.._,--->,.,8,U..,n4-l11..:...-i-)h----1---------  Titl)1RSS (}i)ftlD'p mu1t
Email  Lyd,a«rusatqreertYlJCom

Parent Company Name (if any)...,.,A....1--J .µj A--'--------------- 
Street Address 	 _

P. 0. Box (if any)				 City 		State 	Zip Code 		
Telephone 	Fano.x		_

IsCtontact Name	 		 2nd Contact Name		
Title 			_ Title 			_
Company Standing:

Proposer's Corporate Form: .µ)0--!..\CA:tf),LJ(_,p.,_.,Q,_._(t...,_,,adee/=-f	­ 
(e.g., individual, corporation, partnership, limited liability company, etc.)
1n what State was the Proposer organized? to		Date llJ'l4
Is the Proposer in good standing with that State? Yes/No_

If no, please explain		

ls the Proposer registered with the State ofFl da, Division of Corporations and autho1ized to do business in Florida? Yes iL_ No

If no, please explain		

Licensure - Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

PROPOSAL FORM
PART II - PERSONNEL AND EQUIPMENT

List the location of the Proposer's office which would perform_ work.for the District.
Street Addrei  15  bw 1Of,
P. 0. Box (if any)		
City Sl. N'\ Of')	State .....;;..8, A-	 Zip CodeO 15'5_f 	_
Telephon/111  1[p(   f7	/
Fax no. -------------
1st Contact Name	J\s111:£:Y	i?ik)')	Title Sit.iineSs dNtlopmcd--
2nd Contact Name	 -- fJ n...,..gkct=,_,.._.....	 Title  lfflnch mtlflagef
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:
Supervisors, who will be onsite .f_ days per week (please attach
resu4m'es for supervisory personnel);
Technical personnel, who w{be onsite£ days per NerJ--, and
Laborers, who will be onsite	days per week.

	Technical Personnel - Does the Proposer currently employ any other techn,ical personnel who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant.fields of expertise? Yes ._,,/'No _   If yes, please provide

	Subcontractors - If any of the work is proposed to be performed by subcontractors, provide a list of all subcontractors that will be hired by the Proposer to perform certain services described in the scope of services. For each subcontractor provide the following:
A description of the services the subcontractors will be pe,forming for the Proposer.
A description of the subcontractor's qual!fications for the services they will be
per:formingfor the Proposer.
PROPOSAL FORM
PART Ill-EXPERIENCE
Has the Proposer performed work/or a community development district previously?
Yes _	No _	Jfyes, please provide d list of community development districts served on a separate sheet.

Please provide the following information for at least 3 references. Attach additional sheets if
necessary.

Project #1 Name/Location:0.'.--.5.-+6..:..::re=g,  ._V...:....1'.:I..:.I	"'-'-.-----------
Contact:WY\ \'\J(llUr	Contact Phone:	Z- -4-<..c7 - I)'14
Your Company's Scope of Services (i.e. fertilization, mowing, pest control, weed control,

Is this a current contract? Yes V	No
Project #2 Name/Location: W 1 .o....1....i.-.'-'na ,	B ,ve_r	_
Contact:Niw}t V\/1Itits	Contact¥hone: Ctj2-(£13 -	7'/
Your Company's Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.): lYbvV1f:@,::K(t1laahon, WP.l {j, l'.1±YD,,
\f'O bon OJfaY\ lA.fj	{)fSnc1olf'J,	btd?,t,dR 94S

Isthis a ctu-rent contract? Yes  No	
Project #3 Name/Location Ifie CluO a;/-  = {J	,
Contact: OOWOO  6 	Contact Phone: -=-7.3.._.l.-..-1iil Of=-"-• _,_0""-) ,..c:;::c;· '-------
Your Company's Scope of Services (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):£.tll ffi:'fl(\ifQ1tttI [ffAN1  j vvted Coni1oi·
1ns¼lls,Olean  IJ\fS11rngtt-hon, a7a[Xcti	cf)ltr, btci$

Is this a current contract? Yes	No

	Is the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or.federal contracts?
Yes_	No	Jfyes, please provide:
The names of (he entities 	

The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

PROPOSAL FORM
PART IV - PRICING
NOTE: If pricing is 1101 provided/or subsequent renewal terms, it will be assumed that prices will remain the same through each of the three potential annual renewal terms. Please attach additional sheets as needed to provide pricing for future years.

See scope of services attached to proposed contract for service details.

First Vear	Second Year	Third Year
Base Se1•vices
Amenity Center, Mai.Ji Entrance, Second Entrance, Phase 1 &2 Pond Banks, Amelia Concourse Blvd - CDD Tracts, Intersection o Wind lower Trail and Amar llis Ct - CDD Tract
General Maintenance	l	40io53.5'2-
(mowing; weed control;
pruning - plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning; montbl site ins ection

Fertilizer and Turf Pesticide (Labor and materials
Total - Base Services
Phase 3 Pond Banks O tion
Gener.al Maintenance	$:36 ,Z..1Cj ,qz
$41
11 +
i42
1¥{2.
(mowmg; weed control;	I pruning - plants, shrubs, ground cover; edging;
trash removal; minor erosion control; air blowing; storm drain surface cleaning; month] site ins ection) Irrigation (inspections and control)
Fertilizer and Turf Pesticide (Labor and materials
Total - Phase 3 Services

Add-Ott Services
Palm Pruning (Ix	41	q
annually) (provide cost	ff
for total property palm
runin )
Cypress Mulch and Pine Straw a	lication

$ 2134. I W11't-\e,r
1> Z/02• ol	ill\
y.ear \

10

CERTIFICATE OF LIABILITY INSURANCE	DATE (MM/DD/YYYY)
07/17/2024				
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.					
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).					
PRODUCER		CONTACT  David Godwin
NAME:			
Turner & Associates Insurance, Inc		PHONE	(912) 265-2840
(A/C, No, Ext):	FAX
(A/C, No):	(912) 265-2976	
One St. Andrews Court		E-MAIL	dgodwin@turn2us.com
ADDRESS:			
		INSURER(S) AFFORDING COVERAGE	NAIC #		
Brunswick	GA 31520	INSURER A : Builders Mutual Ins Co	10844		
INSURED		INSURER B :			
Coastal Greenery, Inc.		INSURER C :			
1242 Old Jesup Road		INSURER D :			
		INSURER E :			
Brunswick	GA 31520	INSURER F :			
COVERAGES
CERTIFICATE NUMBER:
CL2462009182
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.												
INSR LTR	TYPE OF INSURANCE	ADDL
INSD	SUBR
WVD	POLICY NUMBER	POLICY EFF (MM/DD/YYYY)	POLICY EXP (MM/DD/YYYY)	LIMITS					
	
	COMMERCIAL GENERAL LIABILITY						EACH OCCURRENCE	$ 1,000,000			
			CLAIMS-MADE	OCCUR						DAMAGE TO RENTED	$ 500,000		
									PREMISES (Ea occurrence)			
	
	Pesticide & Herbicide						MED EXP (Any one person)	$ 15,000			
A					CPA001740101	07/01/2024	07/01/2025	PERSONAL & ADV INJURY	$ 1,000,000			
	GEN'L AGGREGATE LIMIT APPLIES PER:						GENERAL AGGREGATE	$ 2,000,000				
		POLICY	PRO-	LOC						PRODUCTS - COMP/OP AGG	$ 2,000,000			
		JECT										
									$			
												
		OTHER:										

A	AUTOMOBILE LIABILITY			

CAP004098201	

07/01/2024	

07/01/2025	COMBINED SINGLE LIMIT
(Ea accident)	$ 1,000,000				
	
	ANY AUTO						BODILY INJURY (Per person)	$			
		OWNED AUTOS ONLY HIRED AUTOS ONLY		SCHEDULED AUTOS
NON-OWNED AUTOS ONLY						BODILY INJURY (Per accident)	$	

							PROPERTY DAMAGE
(Per accident)	$	
										Uninsured motorist	$ 1,000,000	

A	
	UMBRELLA LIAB
EXCESS LIAB	
	OCCUR CLAIMS-MADE			
MUB002534201	
07/01/2024	
07/01/2025	EACH OCCURRENCE	$ 5,000,000	
										AGGREGATE	$ 5,000,000	
		DED	
	RETENTION $ 10,000							$	
	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	Y / N						
	PER STATUTE		OTH- ER		
							E.L. EACH ACCIDENT	$ 1,000,000				
A	ANY PROPRIETOR/PARTNER/EXECUTIVE	Y
OFFICER/MEMBER EXCLUDED?	N / A		WCP109151401	07/01/2024	07/01/2025						
							E.L. DISEASE - EA EMPLOYEE	$ 1,000,000				
	(Mandatory in NH)											
	If yes, describe under											
							E.L. DISEASE - POLICY LIMIT	$ 1,000,000				
	DESCRIPTION OF OPERATIONS below											

A	RENTED & LEASED EQUIPMENT			
CPA001740101	
07/01/2024	
07/01/2025		
$25,000				
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)												
CERTIFICATE HOLDER	CANCELLATION

Amelia Concourse CDD Property Management Systems, Inc. 463499 State Road 200

Yulee	FL 32097	
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.		
	AUTHORIZED REPRESENTATIVE

			

ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD

Amelia Concourse CDD

PREPARED FOR:

Daniel Laughlin
District Manager
475 West Town Place, Suite 114 St. Augustine, FL 32092
Phone: (904) 940-5850
Email: dlaughlin@gmsnf.com
Proposal issued:
17 Jul 2024

07/17/2024
Amelia Concourse CDD
475 West Town Place, Suite 114 St. Augustine, FL 32092

RE: Amelia Concourse CDD Landscape and Irrigation Maintenance Request for Proposal Daniel,
I personally want to thank you for considering Down To Earth as your Landscape Maintenance partner and for inviting us to participate in providing a proposal for your community. We are confident that the following information will help to make the best decision and appreciate all the time you have taken to ensure we are submitting the most accurate proposal that reflects the expectations of the community.
Down To Earth has been in business for more than 30 years and we pride ourselves on providing superior service that brings “Natural Joy” to our customers. We understand the high standards our customers require and constantly seek to be the “Service Provider of Choice” in the green industry by delivering uncompromising quality that will exceed your expectations. There are many choices for your landscape management services, but what makes Down To Earth different is our ICARE values.

We act with honesty, transparency, and reliability, always doing what is right for our customers, our environment, and our teams.

We are one team that respects and cares for each other, continuously striving to beautify and improve the communities we serve.

We meet our commitments to each other and to our valued customers and act if we fall short of expectations.

We are constant in our efforts to provide solutions to customers and to satisfy their needs.

We strive to deliver best in class quality and safety while improving our services and results every day.
Thank you for your consideration and we look forward to the opportunity of working with you to achieve your landscape vision and experiencing the Down To Earth Difference!
Respectfully, Nathan Branz
Business Development Manager 904-229-1166
Nathan.Branz@down2earthinc.com

COMPANY OVERVIEW
WHO WE ARE AND WHAT MAKES US DIFFERENT

EXPERIENCE THE DOWN TO EARTH DIFFERENCE

Down To Earth is a premier, full-service landscape company proudly providing maintenance, irrigation, design, and construction services serving multiple regions across Florida.

Specializing in large-scale commercial, residential, and resort services, we deliver unparalleled service and unmatched quality from design and installation to ongoing maintenance.

ABOUT US
Founded in 1989 as a landscape & irrigation installation company, DTE expanded to include a landscape maintenance division and golf division to meet the increasing demand from our clients. Today, Down To Earth continues to grow with over 1,400 team members that operate out of 15 branch locations and 30+ golf courses.

OUR GOAL
Down To Earth's goal for all three divisions is to approach it with the same business strategy and principles that have made the company a success for 30+ years: surround yourself with great people that demonstrate our “ICARE” values and offer a service that brings “Natural Joy” to our customers.

LOCATIONS
CENTRAL
Lake Nona Mount Dora Orlando Sanford
The Villages

NORTH
Jacksonville St. Augustine
Map Data ©2022 Google, INGEI

SOUTHEAST
Vero Beach Fort Pierce Viera
West Palm Beach

SOUTHWEST
Sarasota Ruskin Fort Myers Naples Tampa
 
COMPANY SAFETY PLAN
OUR NUMBER ONE PRIORITY

THE TEAM THAT CARES
Down To Earth understands that safety is the number one priority for both you and our employees. All personnel wear the following necessary protective equipment during the performance of their duties:
DTE branded protective clothing, reflective, high visibility shirts, and safety vests.
Protective eye wear or face shields
Respiratory protection
Gloves
Ear/Hearing protection

Down To Earth personnel will adhere to all local, state, and federal safety guidelines and will observe all safety precautions when performing services on property, roadways and rights-of- way. The following measures will be employed when active in these areas:
Safe location of parked vehicles
Use of safety cones/signage
Flag personnel as necessary

HIRING PROGRAM
Mandatory drug screening prior to employment – zero-tolerance policy.
Each new employee must complete our “Green Vest Training” program that focuses on the safe operation of all equipment and machinery.
PREVENTIVE MAINTENANCE PROGRAM
Participate in weekly “toolbox talks” to review the correct maintenance procedures and inspect current equipment.
SAFETY TRAINING PROGRAM
Employees participate in scheduled equipment training programs demonstrating the correct way to operate machinery and tools utilized for day-to-day job activities.
Fertilizer/Pest Control Applicators take the Florida Best Management Practices Class and stay current on all continuing education units.
Weekly Safety topic as well as scheduled Safety bulletins to raise awareness and reinforce training.
Equipment is cleaned and maintained daily which includes sharpening mower blades and servicing equipment to ensure proper working order.
Weekly Vehicle Condition Report to ensure that all repairs and maintenance have been completed.
Monthly Branch & Site Audits to ensure compliance.
 
LICENSES, CERTIFICATIONS, & INSURANCE BONDING

BMP Certified– Florida Green Industries
Florida Department of Agriculture and Consumer Services, Certificate of Nursery Registration
Florida Department of Agriculture and Consumer Services Certified Pest Control Operator
Florida Department of Agriculture and Consumer Services Registered Pest Control Firm
Florida Department of Agriculture and Consumer Services, License as Dealer in Agriculture Products
Florida Nursery, Growers and Landscape Association (FNGLA) – Certified Horticulture Professional (FCHP)
FNGLA Certified Horticulturalists Florida Nursery, Growers and Landscape Association (FNGLA) – Florida Certified Landscape Contractor (FCLC)
International Society of Arboriculture (ISA), Certified Arborist
Rain Bird – Certified Maxicom Operator, Maxicom Software Level 1 and 2, Maxicom Hardware Level 1 & 2

All certificates & licenses are available upon request.

APPROACH TO SERVICES
AN OVERVIEW OF WHAT WE DO & HOW WE DO IT

We are driven by bringing natural joy to every client and property we service.

 
MAINTENANCE SERVICES AVAILABLE

 
STATE OF THE ART SERVICE
LATEST TECHNOLOGY
Down To Earth leverages the latest technology and our expert staff to deliver best-in-class service with a commitment to stay on the cutting-edge of landscaping, irrigation systems, fertilization & pesticide practices, and systems.
Down To Earth actively partners with our suppliers, industry associations, universities, and technology providers to incorporate their products into our services or provide feedback to help the industry including drones and autonomous mowers.

UNIVERSITY OF FLORIDA INSTITUTE OF FOOD AND AGRICULTURAL SCIENCES (UF/IFAS)
We work with the University of Florida Institute of Food and Agricultural Sciences (UF/IFAS) to
enhance our fertilization formulas and schedules to allow for custom blends based on soil samples, water quality, water availability and climate.
INTERNATIONAL SOCIETY OF ARBORICULTURE (ISA) CERTIFIED ARBORISTS
When it comes to tree care, Down To Earth remains at the forefront of botanical practices to optimize proper pruning and trimming. We have implemented a best- in-class hybrid approach utilizing the expertise of in-house and vendor- partnered International Society of Arboriculture (ISA) Certified Arborists.
INTEGRATED PEST MANAGEMENT (IPM)
We have an industry- leading pest control program based on Integrated Pest Management (IPM) principles - a sustainable, science- based process that combines biological, physical, and chemical tools to identify, manage and reduce threats from pests in a way that minimizes overall economic, health and environmental risks.
 
CUSTOMER SERVICE & COMMUNICATION

CUSTOMERLINK™ WORK ORDER SYSTEM
Through access to a dedicated website, homeowners can report issues, ask questions, and provide direct service feedback. Benefits of CustomerLink™ include:

Work order management
Intuitive interface and ease of use
Email alert notification on work order status
CUSTOMER COMMITMENT

Should an issue arise on your property, you can call or email any of our key personnel since all managers and technicians have been equipped with email access via phone or through their vehicle laptops. Additionally, we can be reached via the following:

Website Customer Form
Dedicated Branch Phone Number
Emergency After Hours Phone Number
 
DISASTER & STORM RELIEF

Please note this is an additional service. Refer to scope of services for a list of all services within the agreement.

YEARLY SERVICES SCHEDULE GUIDELINE

PERSONNEL
MEET THE TEAM

Our highly skilled and trained landscape technicians will be onsite to care for your property each day, supported by our staff of certified horticulturalists, arborists, pest control operators, and irrigation specialists.
 
ORGANIZATIONAL CHART

 

	CHIEF EXECUTIVE OFFICER		
			
TOM LAZZARO - Tom.Lazzaro@down2earthinc.com
Leads the region and provides support and resources to branch teams.			

	BRANCH MANAGER		
			
JOE CRESPI - Joe.Crespi@down2earthinc.com
Leads multiple field teams and is responsible for the operations for your property.			

 
MEET THE TEAM

Joe Crespi- 15 Years
Branch Manager
Landscape Design & Architecture Certificate from Emory University
BMP
Trained in AutoCAD, Interpreting blueprints, and various stages of construction and design

Thomas Hoover- 33 Year
Fert & Pest Control Mgr.
Fert & Pest Spray License
Certified Pest Control IPM Manager
eteran
Maurio Anderson - 15 Years
Account Manager
Fert & Pest Spray License
Landscape Design Specialist

Lemese Graham- 16 Years
Enhancement Manager
Landscape Design Architecture
Certified State of Florida Best Management Practice
Miguel Marrero- 10 Years
Irrigation Manager
Irrigation Service Technician
Rain Bird Certified

Osualdo Quinones “Q”- 10 Years
Production Manager
Safety Manager
BMP “Best Management Practice”
 
MAINTENANCE PROJECTS & REFERENCES

Additional contact information for references can be provided separately upon request.
 
MUNICIPAL COURSES MANAGED

 
EXECUTIVE COURSES MANAGED

 
CHAMPIONSHIP COURSES MANAGED

 

PROPOSAL BID FORMS AND PRICING
PREPARED FOR AMELIA CONCOURSE CDD

BASED ON OUR DISCUSSIONS AND ASSESSMENT OF YOUR PROPERTY, PLEASE SEE THE PROPOSED SERVICES AND PRICING WE CAN PROVIDE TO BEST SERVE YOUR PROPERTY.

Tom Lazzaro		7/17/2024

Date	
			
Tom Lazzaro, CEO			

* This incentive can be applied to landscape enhancements to include new plant materials or replacement of plant materials. This is not intended nor will be accepted as a means for payment for annual or monthly reoccurring services.
)* ()(+	Ȁ%Ā#(* &ĀĀ
PART I – GEĀERAL IĀFORMATIOĀ

Proposer General Information:
SSS DOWN TO EARTH OPCO, LLC
Proposer Company Name	
500 WINDERLEY PLACE, SUITE 222.
Street Address 	
P. O. Box (if any)		
MAITLAND	FL	32751
City 	 State 	 Zip Code 	
321.263.2700	N/A
Telephone 	 Fax no. 	
JOE CRESPI	BRANCH
1st Contact Name		 Title 	MANAGER	
JOE.CRESPI@DOWN2EARTHINC.COM
Email 	
TOM LAZZARO	CEO
2nd Contact Name		 Title 	
TOM.LAZZARO@DOWN2EARTHINC.COM
Email 	

SEASONS SERVICE SELECT, LLC
Parent Company Name (if any) 	
7887 SAFEGUARD CIR
Street Address 	

P. O. Box (if any)		
VALLEY VIEW	OH	44125
City 	 State 	 Zip Code 	
216.739.2900	N/A
Telephone 	 Fax no. 	
TOM LAZZARO	CEO
1st Contact Name		 Title 	
JOE IAFIGLIOLA	CFO
2nd Contact Name		 Title 	
Company Standing:
Proposer’s Corporate Form:

CORPORATION
(e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized?
OHIO
Date
6/13/2016

Is the Proposer in good standing with that State? Yes	No 	

If no, please explain		

Is the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes	No 	
If no, please explain		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
PLEASE SEE ATTAHCED LICENSES IN PROPOSAL

PROPOSAL FORM
PART II – PERSOĀĀEL AĀD EQUIPMEĀT

List the location of the Proposer’s office which would perform work for the District.

Street Address
8850 CORPORATE SQUARE CT

P. O. Box (if any)		

City
JACKSONVILLE

State
FL	Zip Code
32216

Telephone 	904.737.9733	Fax no.
N/A

1st Contact Name

2nd Contact Name
JOE CRESPI JAMES DAVIS
Title Title
BRANCH MANAGER

ACCOUNT
	MANAGER 
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

	2		Supervisors, who will be onsite
1 days per week (please attach

resumes for supervisory personnel);
1	MONTH
2	Technical personnel, who will be onsite	days per	; and
4	Laborers, who will be onsite  1  days per week.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture,
horticulture, or other relevant fields of expertise? Yes ✔ No 	 If yes, please provide
the following information for each person (attach additional sheets if necessary):

Name:
Position / Certifications: Duties / Responsibilities:
TOM HOOVER

FERTILIZATION & PEST MANAGER OVERSEE ALL IMP OPERATIONS

Subcontractors - If any of the work is proposed to be performed by subcontractors, provide a list of all subcontractors that will be hired by the Proposer to perform certain services described in the scope of services. For each subcontractor provide the following:
A description of the services the subcontractors will be performing for the Proposer.
A description of the subcontractor’s qualifications for the services they will be
performing for the Proposer.
PROPOSAL FORM PART III – EXPERIEĀCE

Has the Proposer performed work for a community development district previously?
Yes	No 		If yes, please provide a list of community development districts served on a separate sheet.

Please provide the following information for at least 3 references. Attach additional sheets if necessary.
Project #1 Name/Location:
CIMARRONE POA
Contact:
904.342.2449 EXT
0026
Contact Phone:
DENNIS FAGET

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed
control, thatch removal, irrigation, etc.):	FULL	LANDSCAPING,	 IRRIGATION	AND	PEST	 SERVICES

Is this a current contract? Yes	No 	

Project #2 Name/Location:
CARRIAGE HOMES AT MAKARIOS
Contact:
MARIA ARMESTO
Contact Phone:
904.471.6606 EXT. 109

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
FULL LANDSCAPING, IRRIGATION AND PEST SERVICES

Is this a current contract? Yes	No 	
Project #3 Name/Location:
OXFORD CHASE
Contact:
904.733.3334 EXT
	23730	
Contact Phone:
KORIANN TASNADY

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed
control, thatch removal, irrigation, etc.):	FULL	LANDSCAPING,	 IRRIGATION	AND	PEST	 SERVICES

Is this a current contract? Yes	No 	

Is the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No	If yes, please provide:

The names of the entities 	
The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

PROPOSAL FORM PART IV -- PRICIĀG
Ā
NOTE: If pricing is not provided for subsequent renewal terms, it will be assumed that prices will remain the same through each of the three potential annual renewal terms. Please attach additional sheets as needed to provide pricing for future years.

See scope of services attached to proposed contract for service details.

	First Year	Second Year	Third Year	
Base Services				
Amenity Center, Main Entrance, Second Entrance, Phase 1 &2 Pond Banks, Amelia Concourse Blvd – CDD Tracts, Intersection of Windflower Trail and Amaryllis Ct – CDD Tract				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain
surface cleaning; monthly site inspection)	

$59,236.00	

$61,606.00	

$64,070.00	
Irrigation (inspections and control)	$4,652.00	$4,838.00	$5,032.00	
Fertilizer and Turf Pesticide (Labor and
materials)	$5,655.00	
$5,880.00	
$6,114.00	
Total – Base Services	$69,543.00	$72,324.00	$75,216.00	
Phase 3 Pond Banks Option				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning;
monthly site inspection)	

$8,580.00	

$8,925.00	

$9,282.00	
Irrigation (inspections
and control)	N/A	N/A	N/A	
Fertilizer and Turf
Pesticide (Labor and materials)	N/A	
N/A	
N/A	
Total – Phase 3 Services	$8,580.00	$8,925.00	$9,282.00	
Add-On Services				
Palm Pruning (1x annually) (provide cost for total property palm
pruning)	$880.00	
$915.00	
$951.00	
Cypress Mulch and Pine Straw application	MULCH $60.00 PER CY	MULCH $63.00 PER CY	MULCH $67.00 PER CY	
$7.50 PER BALE	9
$7.80 PER BALE	$8.15 PER BALE
(provide cost per cu/yd;
include cost of removal of old mulch is needed)	$62.00/HR	
$62.00/HR	
$62.00/HR	
Annual Flowers (provide cost per 3” annual)	$2.85	$2.95	$3.05	

10
 
Exhibit "A"
Service Agreement Specifications

Between Down to Earth (herein “Company”) and Amelia Concourse CDD (“Customer”) the services to be performed hereunder for the Monthly Fee are set forth below. Any work performed in addition to these services will be separately invoiced as provided in this Agreement. Additional Services pricing is subject to change to market rates after the first year of this agreement.

ADDITIONAL SERVICES (MUST CONFIRM PRICING WITH BRANCH)

Service	Quantity	Contract or Additional	Price	Unit	
Mulch	Per Yard	Additional	$60	Per CY	
Annuals 3” Pots	Per install/rotation	Additional	$ 2.85	Per Each	

LANDSCAPE MAINTENANCE PROGRAM - 42 Total Visits

TURF GRASS SPECIFICATIONS

Mowing

Mowing shall be performed as frequently as is required to maintain a height level as outlined below with power lawn mowers of sufficient horsepower to leave a neat, clean appearance. (42 cuts annually.)
Company may alter mowing frequencies according to seasonal needs and environmental conditions that may include but are not limited to, excessive rain and wet conditions, cold weather, extreme weather, etc. Invasive species of grass will be mowed but may require additional treatments not covered in this contract scope. Areas that cannot be serviced due to risk of creating damage will be notified to the Customer and /or the Property Management.
Various mowing patterns will be employed to ensure the even distribution of clippings and to prevent ruts in the turf caused by mowers.
Mower blades will be kept sharp to prevent the tearing of grass blades.
St. Augustine and Bahia turf should be maintained at a mowing height of 3 1/2” to 4 1/2” in height, with no more than 1/2 of leaf blade removed during mowing.
 
Zoysia turf should be maintained at a mowing height of 1” to 2” in height, with no more than 1/2 of leaf blade removed during mowing. The initial cut in the beginning of the season can be shorter to remove dead leaf tissue and increase the rate of green up.

Edging

Edging will be completed during routine service visits around plant beds, curbs, streets, trees, and buildings. Soft edging will occur every other mowing service and hard edging will occur every mowing occurrence. The shape and configuration of plant beds will be maintained.
Hard surfaces will be blown to support a clean, well-groomed appearance.

String Trimming

Areas agreed to be inaccessible to mowing machinery will be maintained with string trimmers, or as environmental conditions permit.
Frequency of string trimming will correspond to frequency of turf maintenance except for lake banks, roadside drainage ditches, and Bahia turf areas.

Debris Removal

Removal of all landscape debris generated on the property during landscape maintenance is the responsibility of Company.
Seasonal Leaf removal is not part of the service package, but it can be provided upon Customer request at an additional per hour cost inclusive of proper mulching/removal of the leaf fall.

Fertilization

Irrigated Turf shall be fertilized appropriately (four times year in January, March, May, and October) to maintain good appearance and color. The method of application of fertilizer shall be the responsibility of Company.
At times, environmental conditions may require additional applications of nutrients augmenting the above fertilization programs to ensure that turf areas are in top condition. Company can provide service upon Customer request at an additional cost.
 
All fertilizer applications will adhere to UF recommended Nitrogen application rates for the turf varieties present, using GI-BMP guidelines to help reduce the need for chemical intervention and protect the ground water.

Insect & Disease Control

Company will implement an integrated Pest Management Program to minimize excessive use of pesticide and will rely heavily on continual monitoring of insect levels.
All products will be applied as directed by the manufacturer. Company will strictly comply with all state and federal regulations.
Company employs an active certified Pest Control License issued through the Florida Department of Agriculture and Consumer Services.

PLANTING BEDS, SHRUBS, WOODY ORNAMENTAL, GROUNDCOVERS, ALL PALM TREES AND ALL OTHER TREE CARE SPECIFICATION

Pruning

Customer will be on a monthly selective, prune cycle as needed to avoid the loss of landscape integrity and aesthetic structure.
Individual plant service will be pruned using guidelines of the UF/IFAS.
All pruning and thinning will have the distinct objective of retaining the plant's natural shape and the original design specifications unless Customer requests otherwise.
Plants, hedges, shrubbery, and trees obstructing pedestrian or automobile traffic and damaged plants, shall be pruned as needed. All areas are to be left free of clippings following pruning.

Tree Pruning

Trees shall be maintained with clear trunks with lower branch elevations to 10 feet.
Tree interior sucker branches and dead wood shall be removed up to a height not exceeding 12' from ground. Moss removal and tree spraying may be performed at an additional charge.
 
Palm Pruning

All palms up to a maximum height of 12' overall shall be pruned and shaped as required removing dead fronds and spent seed pods. Palms up to a maximum height of 12' overall are to be thoroughly detailed with all fronds trimmed to lateral position annually.
Company can provide services for Palms over a maximum height of 12’ upon Customer request at an additional cost.

Crape Myrtle Pruning

Crape Myrtles up to a maximum height of 12' overall can be pruned and shaped each February to promote vigorous blooming and maintain desired size. All sucker branching, seedpods, and ball moss must also be removed. No larger than 1” diameter branches will be removed. Extensive cutbacks (“Hat Racking”) will be at the direction and approval of the Customer for an additional fee determined by debris and size of limbs being removed.
Company can provide service for Crape Myrtles over a maximum height of 12’ and “Hat Racking” upon Customer request at an additional cost.

Groundcover and Edging

Groundcover plant species will be confined to plant bed areas by manual, mechanical or chemical means, as environmental condition permits. "String Trimming" type edging will not be used around trees and groundcovers.

Fertilization

Plant beds, shrubs, woody ornamental, and ground covers shall be fertilized two (2) times per year (April and October) to maintain good appearance and color. The method of application of fertilizer shall be the responsibility of Company.
All ornamentals will be fertilized utilizing a product with a balanced analysis and good minor nutrient content. Nitrogen source should consist of a minimum of 50% slow- release product.
 
Insect and Disease control

Plants will be treated chemically as required to effectively control insect infestation and disease as environmental, horticultural, and weather conditions permit.

Weed Control

Open ground between plants shall be maintained monthly in a condition of acceptable weed density by manual or chemical means, as environmental, horticultural, and weather conditions permit.
All mulch areas or plant beds shall be maintained in a condition of acceptable weed density.

IRRIGATION

Company shall be responsible for the operation of the irrigation systems within the designated areas. The irrigation systems shall be operated to provide watering frequencies sufficient to replace soil moisture below the root zone of all planted areas, including lawns, and taking into account the amount of rainfall that has occurred. Company will be responsible for controlling the amount of water used for irrigation and any damage that results from overwatering and insufficient watering. Company is not responsible and cannot control any City or County Watering Guidelines. Any plant or turf area damage caused by the lack of water due to these “watering guidelines” will not be Company's responsibility.
Company will fully inspect and operate all the irrigation zones on a monthly basis.
Irrigation components damaged by other than Company due to construction, vandalism, or other causes shall be reported to the Customer. Company, if authorized by the Customer, shall repair the damage at a Time and Material rate.
Company is approved to make repairs up to $500 per wet check or work order without the approval of the Customer. Standard Irrigation rates apply during business hours of 7am to 5pm, Monday to Friday. Off-hour's work requires a 50% premium.

MULCHING

Mulch is provided as an additional service. Company will provide this service for mulching upon Customer request at an additional cost.
 
All beds or otherwise bare ground areas and tree rings should be maintained with a layer of mulch sufficient to cover the bare ground and prevent weeds.

ANNUAL FLOWERS MAINTENANCE PROGRAM

Annual Flowers are provided as an additional service. Company will provide this service for Annual Flowers upon Customer request at an additional cost.
Company will not be held responsible for any acts of God (i.e., wind damage, freeze damage). The practice of covering plant material during a freeze to prevent damage is an extra charge to this contract and does not guarantee plant survival.

ADDITIONAL SERVICES

Company is a full-service Landscape Company. We offer solutions to all horticultural- related needs such as Landscape Lighting, and many other landscape improvements. We offer Free Estimates & Designs.
Company shall provide services over and above the contract specifications with written authorization from the Customer. Rates for labor shall be provided upon request.

REQUIRED ADDENDUMS / LANDSCAPE ALTERATIONS

Company shall not be responsible for the following additional service requests unless specifically agreed to in writing in an Addendum to this Agreement:

Damage caused to decorative concrete curbing.
	Damage caused to stucco on homes and/or fences if a maintenance strip is not installed.
Maintenance of additional landscape installed by the homeowner; and
	Maintenance of backyards if a privacy fence is installed, which requires smaller push mowers and string trimming to entire perimeter fence.
Invasive Species of grass or insects, invasive species including, but not limited to Torpedo grass, require significant remediation that are not covered in this scope of services but can be addressed as an additional service.
 
Scope Calendar

The scope above is representative of services, there may be times where weather conditions impact the planned service schedule. Additionally, fertilization and other chemical applications may vary based on local conditions. Standard Irrigation rates apply during business hours of 7am to 5pm, Monday to Friday. Off-hour's work requires a 50% premium to the rate.

REPRESENTATIVE SAMPLE OF SERVICES BASED ON RFP AND SITE SPECIFIC CONDITIONS SUBJECT TO CHANGE

TURF	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	total	
Mow	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	42	
String Trim	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	42	
Hard Edge	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	42	
Soft Edge	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	21	
Backpack Blowing	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	42	
Fertilization	✔		✔		✔					✔			4	
Post-emergent Weed
Control	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	as needed	
Disease Control	✔		✔		✔		✔		✔		✔		6	
Insect Control	✔		✔		✔		✔		✔		✔		6	
PLANT BEDS	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	total	
Weed Control	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	12	
Post-emergent Weed
Control	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	as needed	
Fertilization				✔						✔			2	
Prune	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	12	
Disease Control	✔		✔		✔		✔		✔		✔		6	
Insect Control	✔		✔		✔		✔		✔		✔		6	
TREES	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	total	
Weed Control Tree Rings	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	12	
Pruning up to 12' hgt.		✔			✔			✔			✔		4	
IRRIGATION	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	total	
Monthly Wet Check	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	12	
MISCELLANEOUS	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	total	
Debris/ Litter Removal	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	42	
 
LICENCES, CERTIFICATIONS, & INSURANCE BONDING

BMP Certified– Florida Green Industries
Florida Department of Agriculture and Consumer Services, Certificate of Nursery Registration
Florida Department of Agriculture and Consumer Services Certified Pest Control Operator
Florida Department of Agriculture and Consumer Services Registered Pest Control Firm for Down to Earth Lawn Care
Florida Department of Agriculture and Consumer Services, License as Dealer in Agriculture Products
Florida Department of Environmental Protection
Florida Irrigation Society, Completion Irrigation Auditing Training Course
Florida Nursery, Growers and Landscape Association (FNGLA) – Certified Horticulture Professional (FCHP)
FNGLA Certified Horticulturalists Florida Nursery, Growers and Landscape Association (FNGLA) – Florida Certified Landscape Contractor (FCLC)
International Society of Arboriculture (ISA), Certified Arborist
Irrigation Association (CLIA) Certified Landscape Irrigation Auditor
John Deere Green Tech, Completion Rain Master Eagle iCentral Control System
Paige Irrigation, Certificate of Completion – Irrigation Wires & Cables and Proper Splicing Methods
Professional Lawn Care Association of America, Certified Turfgrass Professional
Rain Bird – Certified Maxicom Operator, Maxicom Software Level 1 and 2 , Maxicom Hardware Level 1 & 2
All certificates & licenses are available upon request.
 GOLF' 
GOLF FACILITY SERVICES

CERTIFICATE OF INSURANCE

ACORi:J	CERTIFICATE OF LIIABILl!TY INSURANCE
DATE fMM.![IDi"ffffl
I	2/2712024
JHIS, CERTIRCJHE IS ISSUED A.S A MATTER OF INFORMATION ONLY AND CONFERS 'NO RIGHTS UPON THE CERTili"KATE HOLDER 'THIS
CERTIFICJ'!,lfE DOES !NOT AFARM!ATIVELY QR INEGAlil;llELY AMEND, EXIBNO OR .All'ER THE COVERAG!E AFFORDED BY THE POLICIES BELOW. THl:S CERTIFICATE OF INSURANCE DOES NOT CONSTITI.ITE A CONTRACT ,BEIWEEN THE ISSUING INSURER(Sj, A.UTHORIZED REPRESENTATIVE OR PRODUCER, ANDilHE CERTIACAliE HOLDER
IMPORiliANli: llf !he cerlifi"'"1e :holde,-is,an ADDITltONAL INSURED, the poli.cy1ies) mus! h,we AllDmONAL !INSURED J;ll"O'>'isions or be endor.;ed. If SUllROGATION IS WAIVED, sui>j<>Ct to the !enns and con.ditions of the policy, ceruin.policies may req"i""' an endorsement. A.statement on thrscertific:afi, d""s no! confer riahts I<> the certifi03!" holde• ;n,lieu ol such endor,;em,,.,!(sl.

iE.-11.d..lL
ADORE.!:!.-:

certiliGJ.•=llllbl	,,rmers.oom
. ,.
lfNIURElfl:A:: Evanston Lnsur.ance Com,n,·u:m,

COVERAGES,
CERTIRICJ\liE HUMBER· 1610738576
REVISION NUMBER·
71-IIS IS TO CERTIFY TI-IAT TI-E PU..ICIES OF INSURANCE USlE!l BELOW HI\VE !lcEN ISSUED TO 1HE l ED NAMB) ABOVE FOR l"HE PCUCY PERfOD I CATED. NOTVl/1TI-ISTJl:NDING IW( REOU.RBMBNT, liERM OR CON ON OF At-lr CQNlR,l,CT OR OT!-16R DOCUMENT 11\!ITI-IRESiPECT TO WHICH iHI OBRTIACATE MAY llE ISSll'BO OR Mo\.Y PERTAIN. Tl-IE INSURANCE AF!FORDED BY Tl-IE POOCIES OE.SC. BED HEREIN IS SUBJECT TO ALL. THE TERMS. EXCLUSIONS Ji:ND CONDITIONS OF SUCH POU GIES. U!MS SHOl'tl,I r.t)l,Y HAVEBEEN REDUCED l!Y PAID CI.A!.MS.
IN!:1-:	TI'P'EOf INSURANCE
ADDL HIBl:I

POUC'filiUJiCB'Blt
rw	1.:.:-o'li
LIIIIE&
B - X CCHIOf/ERClA.l!.eENERAL w.erun-
UGJDll:2Dfiij
21'2B/2!124
111=,
EA'CH OCC ENCE	<,00D,Dllll
-	Cl.llll,[JA8-&il  0	OCCJi.lR
-
-
DAU,\GE 1'0 EtB'!IITED PREMIBEB81 -O!:P:UITI!JIC-!:
MEO EXP 1/in'i',oo:: '0:-!.'",•mn
PER.SONA:!.-!i NJY' INUUR'f

-i10D,DOO
.s.oo□
1·2JIKl□.lli!t!I
□	□
P'OLJGY	g
..	OTHER:

LOC

PRODUCTS- OOMPJQP i'\GG
i-4.000.□00
l
A\lif'O.tliDBlu.LIABfl..RY
-
RA004J.:15
2'-)!"'2(124
1/lf.Ml25
C.CMBINED SINGl.'E lUIT
:m: Blt
/IKID,lli!il
- X Jl"'J'(,Jt,. 0
BC-DIL'i INJUfi!Y IF'i!r	•

.A'i.ITOB,Q.:_y

UMBRELLA LIAB

,!\JJT  ONLY
nOC-CUR

MKLli?EUUm34&D

212!ml24

2l2a/W25

(F-  • .-.-1.i	l-'1

EAOl-llOOCUn. ENC.E

•
'"-00□,DOO
X EXCEU-LIA:8	C'LNMS-t.\MIE DE□ I I RZ!'ENTION.
hGGRE TE
,s;ooo.aoo
•
a WIJF.J'I.EF:!: COIIJIEMl:ATION
AND EMPLOYERS' UABILJT'f	>IN ....
RWDJll□2!l S
m!!12112.4
1MF.lll25
X 1: TIJliiE I  I

t'll,»l t ln  HI	E..L. 'Dl3EA&:.-5'\ EUPt.OYEE •1_1l,110,IJOO
Ir:, . ill !£
CE.3CRFTIOiN-o;;: OPEF-A'llONS CliSJ ,
lllbr.!dM.:tl1n!:
P>li.iul:u.J e
Prc-l'I: CfliJJ-(;G,y.en,gi:

i'll1%3E<i4!1
TB
VNPI!. 137.:!lO

212f/21124
Zl2&2il24 7/ol/2!123

2l2d/21l25 2l2&'2□25
7/o1fW2A
E.L. Dl:lEASE ··POLICY L-!:3 9fle!:I5-l:IU
h.Co:
sxt oc:-:Jm1 ':C

.,.UT
., 1.00□,00!I
JllD,Dll•l 00D,llOO
1,!MID,lli!'il/2,IMI0OOD

DE!i 110H OFDf'ERAIION:!!iJ LOCADON.STVEIHIClEt 1ifl.001m11JIt,tloJH1l1R11:r1mr:t:c;3«\acl!M,IM)'ba Md tfllKll"lo k.r.oQ..'Lllf'illdl
Certificate Holder is Named	Add[tianal In.sured.

,_c=E R TI Fl=C A iliE=H O · w ,B 'R -------------------, CANCELLAT!ION!

S,HQU lD ll' OF THE i!I.BO\IE D'.ES CRIB ED PQUCCES BE C'AJtCBLLED SEFO:l{E H1E l:lCPIRl<TIO!l DA.TE Tl:IER:EOF. ttOJICE W[UL BE 'DELI\IE!R'EEl Ill Ac..::-mmAm::E MiH THE POLICY PROVma S.

ACORD 25 (201GJ03J
© 1 118-2015 ACORD CORPORATION. AHi rights reserved.
irlu; ACORU n""' and l,ogo are re-gisiered mari<s of ACORD
 GOLF' 
GOLF FACILITY SERVICES

W-9

En\er you,: TiN in,ihe appropriate box. Tba TlN provided ml!ISt match the ""me giv""7 on fine 1 to avoid bec"-<:Jp wntihok:ling. Far ind\\iiduals, !his es general your aocial security"u<W€<(SSN). Howe.var. !or"
I aliell, solle propria1ar, or ciis!eQS!ded eolity, see Iha inal'.ruc1ioos for Pan 11 Isla!. Forolhe< entilies, ii es your employerde:ntificaocm J1umber [Elri). If yoo do oo\ have" number. see How !o gel" 1//,I, lalEr.
Nokn Ii ths account ts in more than Dn!:! neme1 see the inEltructions foc tine 1. Al.sosee What Name BOO
NLimber fo Gi"" 1/7,a ReqU"5ter for guic:lelinBSan wi>Dse number to enter.

Certification
Under penaltie:sof pe ury, I certify that
Social ...,.,,;iy numbe<

-I I I I I
or
I Employer identificslioo nern□er	
38-4006336
The nurn,!Jer shown on Ibis torm is my oorroot taxpsy,oric:len.tifuaticmnumber (or I am waiting fDr" number to be issued to me); am:I
	I em oolsut>jool to backup 11,'rlillholding because: (Bl) I am exemJ>I from badrup withholding, or (b) I ha•e not boon notified b,' the lntmnel Revenoo S"1\lice {IRS) ihai I El/TI robjool to backup wnhholding a-s e re:su1I of a failure to mp,ol'll ell illiaresl or <frvidooda. 0< (o) the RS has ootlfioo noo Iha! I am no lai>ger au!Jiec,l to beckup wilhholding; BJ7d
I em a IJ.S. citize,i ar ofh,or U.S. perao" (d ed below); and
The FATCA ccxle{s} E<lllered oo ihia form (ii eoy) indicamng that I smexempi lrom FATCA rEf]ortil>g ia C<Jm<::I.
Certification imairu<>tior.s. Yru must cross outem 2 at>ova rr l'OU lnw boon na'!ilied b 11,,, IRS!hsi ouem cumin11ySJli9"t ID bscl<up wilhhoJl:jing oocauoo
)'OU hav" fatled to raport all inlEtras! ancl <fwidend&on your t....rala:n. For rael oolela lml'laacfioos, itm, 2 dooo ool appfy_Far moni,,ge inMra<.t paid, ecquisiiion or ebsndonnoont of 600U"8d prnp..ty. caJT1Cellauon DI debt. oor,t,;t,ui.,.,..to an incwiii10Il'Eliramen !lfflln':JBn-.,nt (IRA), amt generally. pa,n-ts­ cther thE11ir1,teroot.ar.d dividends, ou ..-a oot raqui"oo to sign tho cerlfficeiian. rut ou rruEt proliide )'OU,oorract TIN.See Iha nslrucliooofa Part 11,later.

General Instructions
S3ction rafi3fl:f.llceaare to Iha Int	Fil@-vaoue Code unless:o'fharwise
oo!ed.
Fut,._,,., dtnrelopmatma. For the latelSIinfDmlBIK>n ,et,c,rl <leve&>pments ralatac:I to Form W-9 BJ7d ilainsiruciiDns, such as !egiala.li<m enacted aft.Et! lhey W9re published, go to www..""-.9'!)../FormW9.
Purpose of Form
l'v, indiYidua/ 1>r enfily {Fomi W-9 <eqtie:stefj who "'reqww l:<J 61a en i,,lorm,mon retum with lhe IRS mual obtain your.correct ta,,payeT ide"6ficaoon n"1"Tlber {Tl whioll mey be our social seoc,u,ity number (SSNI. incfrvidwil	ic!E11tirr=fian numb€<TIN). adoption lsxpayer identilice.lion nwTber (ATIN). or e [oyer ic:lenlif,catioo number EIN"). to raporl an an infumE.oon return lhe "'"'oonl µ,aic:Ilo 0U1. or olher emotmi raportable on en,nfo,matian IBWm. EmmJ,las of inf1>nnafion cetums iniclu.de, but aranc,l funited to. the lo/lawing.
Form 1ogg,.. NiT [mte=t earned a, paicf)
Fonn 099-0fl/ (ciiwdends, including 1:hose from stll<>l<s or mutual
iunc:ls)
Form l MISG 1/arioua types of iBOOme, prizes, award 9, or gross proceeds)
Fonn 1099--,8 (stock o, mllllual fund sales and certain oihe!r lransac1icms t,y brokers)
Fonn 1009--S (pro:,,aeds lrom real oomte tranaemiDns)
,. Fonn 1099-K (mE<Chanl card and t!hio::Ii,a,ty nelworlc tramac!ians}
Form 1098 (home mo:rt9E19e interea , 1098-E (arucfer11 loan intere t), 1008-T (!uilion)
Fonn 1099---C(canoolad <lebQ
Fem, 1099--A (aequisffion or abendoomeni of sec,rec1 Jrop<ift)I)
Uss Fonm W-9 O<>ly i:f }'OU are, e u_s_personncludi'1'J• ra:;ic:lenl
alien,),.lo pro,id" your oo,.oo!
It Jl<lU do not rstvm Farm W-9 to ti,s raquasl...- wilh a 111'11.1"'" migh be,subject le tl3cl<up withholdiag_s... What is backup wiinholding_
la1er.

 GOLF' 
GOLF FACILITY SERVICES

REQUESTED LICENSES & CERTIFICATES

CERTIFICATE OF COMPLETION
This is to Certify that
Dave Cimini
Completed the Training and Testing Program on September 10, 2013
Best Management Practices for the Enhancement of Water Quality on Florida Golf Courses
DEVELOPED BY THE FLORIDA GOLF COURSE SUPERINTENDENTS ASSOCIATION WITH THE COOPERATION OF
THE FLORlDA DEPARTMENT OF ENVIRONMENTAL PROTECTION

KEVIN SUNUERMAN, PRESIDENT	JENNIFER BRYAN, ASSOCIATION MANAGER
.....
Q)
C
Cro
u
en
cEo
0
..c
"§
"'O
Q)
C
cCo
eun
Ron DeSantis, Governor

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
CONSTRUCTION INDUSTRY l:.ICENSING BOARD
THE IRRIGATION SPECIALTY CONTRACTOR HEREIN IS CERTIFIED UNDER THE
•.
PROVISIONS OF CHAPTER489, FLORIQA STATUTES

DOWN.TOE.A:RTH 27185, COUNTY ROAD 448A , MOUNT:DORA	FL 32757

LICENSE NUMBER: SCC131152593 EXPIRATION DATE: AUGUST 31, 2024
Always verify licenses online at MyFloridalicense.com

Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.

This is to Certify that

Shane Parrish
Has completed the requirements of the Rain Bird Factory Trained Program and has received the designation of:
Maxicom Operator
Orlando, FL - June 09, 2021
20 CEU Hours

Designation Expiration 6/9/2024	Robert Pfeil,  Marketing Group Manager - Services,  Rain BirdInternational,Inc.- Services Division	Student ID  1696585

	LICENSES & CERTIFICATIONS	

This Certifies that	r
KEITH O'NEILL
Has Completed a Florida Department of Transportation Approved Temporary Traffic Control (TTC) Advanced Course.

Date Expires: 04/15/2025 Instructor: RyanMurray

U.S. Safety Alliance, LLC Phone: 904-705-5660
Approved MOT Provider
,USA
wvtw.USsafetyAlliance.com ryan@ussafetyalliance.com
Certificate # 72583
FOOT Provider# 225

USSAFETY ALLIANCE

THANK YOU!
WE APPRECIATE THE OPPORTUNITY TO PARTNER WITH YOU AND AMELIA CONCOURSE CDD!

Down To Earth
8850 Corporate Square Court Jacksonville, FL 32216
(904) 737-9733
dtelandscape.com

LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH | PALM TREE PRUNING

  TABLE OF CONTENTS	
WHY CHOOSE US? LETTER TO BOARD
HOW WE CAN HELP
EXPERIENCE: ABOUT THE GREENERY COMPANY PROFILE: CAPABILITIES STATEMENT CERTIFICATE OF INSURANCE
QUALIFICATIONS OF KEY PERSONNEL
STAFF: ORG CHARTS & RESUMES
E-VERIFY & DRUG-FREE WORKPLACE TRAINING PROGRAMS
SAFETY
MACHINERY, EQUIPMENT AND MANPOWER
EQUIPMENT TECHNOLOGY SUSTAINABILITY
LICENSES & CERTIFICATIONS
REFERENCES
CLIENT REFERENCES
SCOPE OF SERVICE & MAPS
SCOPE MAPS
COST & REQUIRED FORMS
PRICING REQUIRED FORMS
NARRATIVE DESCRIPTION | COMMUNICATION | REPORTING RECOMMENDATIONS | BEST PRACTICES

July 16, 2024
The Greenery, Inc. very much appreciates the opportunity to submit a proposal for the landscape and irrigation maintenance for Amelia Concourse Community Development District. Our team has read and understands your informal RFP for Landscape Services.
We welcome an opportunity to answer any questions you may have about our proposal and why we are the RIGHT PARTNER to work with in your community. Our team’s dedication to constantly improving your plant health will ENRICH the value of your property by improving the aesthetics and viability of your landscape, as well as ENHANCE your resident and guest experiences as they enjoy the multitude of outdoor adventures at Amelia Concourse CDD.
The Greenery is proud to be EMPLOYEE OWNED which means our team takes AN “OWNER’S INTEREST” in providing the highest quality services to our clients. We have been providing professional landscape installation and maintenance services since 1973 – and in those 50 years, it has always remained important to provide the most advanced and professional services available in the marketplace.
In addition to our on-target pricing and full scope of services, we have provided in this proposal our communication plan, who your key team members will be, best practices, recommendations and the advantages gained by allowing us to partner with you. Your vibrant future at Amelia Concourse CDD is just as important to us, as it is to everyone living and working there.
We want to grow with you!

Stacy Montoya
Stacy Montoya
Business Developer (904) 627-5838
StacyMontoya@thegreeneryinc.com
Amelia Concourse CDD

WE ARE LOCAL!
We are located close-by, as well as partnered with several communities along Amelia Concourse, and throughout Yulee / Amelia / Nassau County.

WE ARE PRO-ACTIVE & COMMUNICATE
The Greenery prides itself on being a PRO-ACTIVE PARTNER to you and your community. We will look out for you! We execute on a customized COMMUNICATION plan that best suits the community!

WE NEVER MISS THE DETAILS
Our team ensures they spend the time it takes to handle those important
DETAILS that make a community shine!

COMMUNICATION IS KEY
The Greenery will partner with you to determine the best communication practices to keep you and your community happy. The flow of communication should be easy and should include a checks-and-balances system, so you know your request has been handled. We will provide you with a communication plan that best suits your
community!
BECOME YOUR PRO-ACTIVE LANDSCAPING PARTNER
We understand the frustration of dealing with a reactive landscaper – leaving you to feel as if they are always “playing catch up” at your community. The Greenery prides itself on being a PRO-ACTIVE PARTNER to you and your community. We will look out for you! If we find areas of improvement or concern, we will come to you with our recommendation or plan. We believe it is our job to care for your landscaping, as if its our own!

NEVER MISS THE DETAILS
The top headache we hear from prospective clients is that the current landscaper simply does not have an eye for detail. This often means things are getting missed or overlooked during services. Our team ensures they spend the time it takes to touch on those details such as weeds, proper pruning and debris clean up – to make your property sparkle!

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH | PALM TREE PRUNING
  COMPANY PROFILE	
CAPABILITIES STATEMENT
The Greenery Inc. is a regional company, operating exclusively in the Florida, Georgia and South Carolina markets. With over 650 employees, we are staffed to handle any size landscape contract, to react to an emergency event such as a hurricane, and to provide technical and horticultural support to any situation that may arise with your landscaping.
We fully understand the importance of image for your property, particularly the areas of the amenities, entrances and roadways. Our services are a reflection of you, and we are fully committed to your needs and expectations. We understand the nature and scope of work and we will exceed your expectations. As your valued service partner, we will strive to continually improve the aesthetics of your community.

The Greenery is committed to providing employees with a safe and healthy workplace. We believe that our employees are our greatest asset - therefore safety is our highest priority. We promote safety in the workplace because it is the right thing to do. We want to ensure that our workers remain healthy, happy and able to perform their jobs with no obstacles. The benefit shows when happy, engaged employees become more efficient at understanding your needs.

The Greenery has the ability, capacity and skill to perform this contract as detailed in the scope of work and demonstrated by our long-standing maintenance relationship both here, and in other parts of our community. We can perform the requirements of this contract within the required time parameters, without delay or issue. With the depth of our expertise, we also outperform the competitors in the markets we serve.

The Greenery is fully compliant with all laws and ordinances at the federal, state and local levels. We maintain all OSHA records as required, maintain business licenses in the areas we work and maintain all licensing requirements for the industries we serve.
The Greenery, Inc. is ranked #28 in the nation by the Lawn and Landscape industry. As an employee-owned company, our financial statements are audited annually by an independent firm. Our strong financial strength gives us the ability to continue to grow and remain profitable as demonstrated.
We are committed to operating as your service partner to maintain and enhance the beauty of your property. We feel that maintaining good communication with our clients is very important to the success of your landscape.
  COMPANY PROFILE	
K E Y  S T R E NG T H S
PRICE
Our pricing includes the full scope of services along with they buying power of a Top 100 company (#28 in the country on the Lawn & Landscape Top 100). The relationships with vendors and buying capabilities enable competitive pricing to clients.
AVAILABILITY
The Greenery Inc. employs over 650 employees in the markets we serve. With plentiful resources and a robust workforce, The Greenery can provide quality service in a timely manner.
PERFORMANCE / REPUTATION
The Greenery has 50 years of experience and has demonstrated consistently high standards of performance. We are also able to attract and retain the most educated and professional staff in the industry. We also consistently outperform the competition in terms of employee retention and satisfaction.
FINANCIAL CAPABILITY
The financial strength of The Greenery is excellent. We continually re-invest in our people, equipment, technology and future. The Greenery has many satisfied customers as references for our current maintenance operations.
TECHNICAL APPROACH
We utilize the latest technology available in the landscaping industry. This allows us to maintain a comprehensive quality control process which ensures safety and curb appeal for our clients. These systems allow for regular inspections to be performed in order to identify areas of improvement or adjustments to ongoing maintenance routines. These advances equate to higher efficiencies and great savings for our clients.
SAFETY IS OUR HIGHEST PRIORITY
A daily inspection is conducted of all our equipment and vehicles. We employee an in- house staff of mechanics who are certified technicians. These team members follow a “Preventative Maintenance Schedule System” to keep assets in top condition for optimum performance. All drivers have their driving records reviewed and are part of our weekly Safety Training Program.

At The Greenery, we have a tradition of growing plants, trees, and grass in the landscape, but, more importantly, we are also growing the careers of our employee-owners. Our employee-owned teams have the opportunity for personal and professional growth, fulfilling careers, and means to support their families. When it is time for our employees to retire, the stock they have earned contributes to a rewarding retirement.
A VESTED INTEREST
As a 100% employee-owned company, all employees, from the crews in the field to the senior management team, earn ownership in the company. Everyone has a vested interest in the quality and services we provide and the overall success of our company. Employee ownership distinguishes us from our competitors and fosters an environment that draws some of the best people in the industry to our company. Because everyone has ownership in the company, our team cares about our clients, our fellow employees, and the company we are a part of.

  COMPANY PROFILE	

FOUNDED	1973 | 100% Employee Owned Since 2003

SENIOR	W. Lee Edwards | President & CEO
MANAGEMENT	Daryl Hendricks | Chief Operations Officer
Ben Campsey, CPA | Chief Financial Officer Janet DeNicola | Chief Asset Officer

RANKED	#28 in the Country by Lawn & Landscape Magazine REVENUE	$60M+ per year
EMPLOYEES	650+

STAFF SUMMARY

Horticulturists	36
FL Certified Applicator License Holder	1
SC Certified Applicators	36
GA Certified Applicators	9
Area Supervisors	51	Crew Foremen	167
Certified Landscape
Technicians	26
Seasonal Color Technicians	16
Certified Irrigation Technicians	23
Mechanics	18	

EQUIPMENT
Bluffton – Hardeeville Office
2724 Medical Center Dr. Hardeeville, SC 29927
Beaufort Office 177 Bay Pines Road Beaufort, SC 29906
Charleston Office 489 A Deanna Lane Charleston, SC 29492
Construction Office
2724 Medical Center Dr. Hardeeville, SC 29927
Daytona Beach Office
140 S. Beach Street, Ste 310 Daytona Beach, FL 32114
Greenville – Spartanburg Office
1003 Woods Chapel Road Greer, SC 29334
Hilton Head Island – Daufuskie Island 97 Arrow Road
Hilton Head, SC 29928
Amelia Island Office 1417 Avery Road Amelia Island, FL 32034
Jacksonville Office 10418 New Berlin Rd Jacksonville, FL 32226
St. Augustine Office
Opening 2024
Hilton Head Island – Corporate Office 93 Arrow Road
Hilton Head, SC 29928
Hilton Head Island – Garden Center & Nursery 960 William Hilton Pkwy. Hilton Head, SC 29928
Palmetto Bluff Office
71 Ormsdale
Bluffton, SC 29910
Savannah Office
2400 Tremont Road
Savannah, GA 31405
Sun City Office
12 Okatie Maintenance Rd.
Okatie, SC 29909

Vehicles	350+
Tractor/Bobcats	27
Production Mowers	250
Wide Area Mowers	10	Sports Turf Mowers	18
Mini-Loaders	11
2 Cycle Equipment	1,000+	
COMPANY DATA

COVERAGES	CERTIFICATE NUMBER: 1026384996	REVISION NUMBER:
THlS )S TO CERTIFY THAT THE POLIC]ES OF )NSURANCE LISTED BELOW 1-\1\VE BEEN ISSUED TO THE JNS\JREO NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 'NOTIIVITHSTANDING ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICA,E MAY BE ISSUED OR MAY PERTAIN. TI-,E INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
TYPE OFINSURANCE'
·A·.O·OL,	I
POLICY NUMBER	I POLICY HF
POLICY EXP
MMIOOIVYYYI
A  X COMMERCIAL GENERAL LIABILITY	y
,.-- CLAIMS-MA.OE  II]occUR
GLO 3433379	10/1/2023	1011/2024 WCHOOCURRENCE
A1'fl\GEfORENTE;
S 2,000,Q<l!?._ --	
  300,000
-
GEN'L AGGREGA'rE UMIT APPLISSPEF!
-·1 POLICY X PRO-	7Loc OTHER,
1 PB!;MISES (E.a =rr_e.ng.L
MED E:1<.P (A.ni one p=n) PEl<SO AO_y l IJRV GENl§..RAL_ G G iE
PROOIJC"TS - COMP/OP AGG
1
s10,000
s 2,000 000 S4,000,000
S4,QOQ,000
s
A	TOMOBILE LIABILITY
A.NY AUTO
BAP34333SO	10,t/2023 I  1011/2024	OOMBINEIJSINGlELIMIT
[ BODILY INJURY (Po, P"f-.)
S 2,000,000
s
OWNED
SCHEOULEl'I
BODIL'f INJURY (Pft1a<>OtdM S
AIJTOSONLY	AUTOS
HIRED	NON.{)WNEO
AlJTOSONLY	AUTOS ONLY
I	I	I
PROPE{TTY DA.MAGE	8
Cf'•u •J'll
s
---
B -X
UMBRELLA LIAB
IOCC:UR
EXCESS LIAB	Cl.AIMS-MAD-=E
OED X I RE:l'ENTIGN; ' ---
CUP-7S07789A	10/112023	10/112024	EcACH OCCURRENCE AGGREGATE
t-
$8,000,000 000,000
s
A WORKERS COMP SA T)ON
ANO EMPLOYERS' LIABILITY	VIN ANVPROPRIETORIPARTNERIEXECtJ1WE OFACERndEMBER EllCLUDEOo

NIA
WC3433318	10/11202.J	10/112024 ,x P$TEf,iTl>)J1;" I	lir·
EL EACM AGCIOENT

S 1,000,000
(,,,anaatory In NHJ	I EL DISEASE. EA i:JlolPLOYEE S 1,000,000
I Ri o 1gPERATIONS bd<tw C Tolro Pa,ty Cm,1e
I
l EL DISEASE. POLk:V LIMIT
22KB0606901	1/3112024	1/3112025  LltT<t

I
s 1,0_00,000 1,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES IACORO 101, AddKlonal Remarl<s 5ehedule,may be attached rr mere space IS requlre<IJ
The  District. its of(icers, staff, consultants. a.gents, and supervisors are an additional jnsured as respects general liability If required by written contract

CERTIFICATE fiOLDER	CANCELLATION
	
SHOULD ANY OF THE ABOVE DESCRIBEO POLICIES BE CANCELLE.D BEFORE					
	THE EXPIRATIO DATE THEREOF, NOTICE WILL BE DELIVERED IN					
Amelia Concourse CDD	ACCORDANCE WITH THE POLICY PROVISIONS.					
c/o Governmental Man-agernent Services-						
North Florida						
	AUTttORIZEO REPR	.ESENTATIVE				
		I ..		I		
475 West Town Place, Suite 114						
St  Augustrne FL32092					t I•	

ACORD"25 (2016103)
© 1988-201SACORD CORPORATION. All rights reserved.
Tlie ACORD name and logo are registered marks of ACORD

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH/PINESTRAW | PALM TREE PRUNING
  ORGANIZATIONAL CHART	
FOR MANPOWER
AT AMELIA CONCOURSE CDD

	LOCAL TEAM | RESUMES	
KEY PERSONNEL
EMPLOYEE RESUMES & CONTACT INFO
	Branch Administration	

Daryl Hendricks COO
5 Years in Landscaping (610) 715-5832
darylhendricks@ thegreeneryinc.com
David Rivera Regional Vice President
30 Years in Landscape Industry
(305) 783-7373
davidrivera@ thegreeneryinc.com
Roy Grantham Branch Manager (843) 295-0191
roygrantham@ thegreeneryinc.com
Sara Torres Office Administrator (904) 261-5364
saratorres@ thegreeneryinc.com
Stacy Montoya Business Developer 5 Years in Landscape Industry (904) 627-5838
stacymontoya@ thegreeneryinc.com

	In the Field	

Allen Flannery
Client Relationship Manager
(904) 556-1262
aflannery@ thegreeneryinc.com
Corey Guerrant Plant Health Services Manager Florida PCL#
JB309402
(904) 654-6483
cguerrant@ thegreeneryinc.com
Jason Cather Irrigation Regional Manager
30 Years Experience
(904) 557-3092
jasoncather@ thegreeneryinc.com
Alex Brown Construction Manager
(904) 676-2718
alejandrobrown@ thegreeneryinc.com
  RESUMES	

LEE EDWARDS
President, CEO
The Greenery, Inc. - Hilton Head, S.C,
(843) 200-2625 | LeeEdwards@thegreeneryinc.com
EXPERIENCE:
The Greenery Inc. - President/CEO
1994 - Present · 29 yrs
EDUCATION:
Tulane University Bachelor of Arts 1986 – 1990
SKILLS:
Sales, Business Management, Business Analysis, Landscaping Operations, IT, Marketing, Operations Management, Strategic Planning, Customer Satisfaction, Team Building, Account Management, Recruiting, Training, Management, Coaching, Leadership, Lean Management, Customer Service, Strategic Planning, Multimillion Dollar Revenue Budget Management

  RESUMES	
DARYL HENDRICKS
Chief Operations Officer
The Greenery, Inc. - Hilton Head, S.C.
(610) 715-5832 | darylhendricks@thegreeneryinc.com

EXPERIENCE:
The Greenery, Inc. - Chief Operations Officer
April 2023 - Present
Outworx Group - Chief Executive Officer
2019 - 2023
National Express LTD - Senior Vice President
2014 - 2018
American Kennel Club - Chief Operations Officer
2013 - 2014
SKILLS:
Sales, Business Management, Business Analysis, Operations, Landscaping Operations, IT, Marketing, Lean Management, Customer Service, Strategic Planning, Multimillion Dollar Revenue Budget Management
EDUCATION:
University of Delaware BSBU, Economics University of Richmond Wilmington University
MBA | Member: Sigma Beta Delta Honor Society
  RESUMES	
DAVID RIVERA
Regional Vice President The Greenery, Inc. – Florida
(305) 783-7373
davidrivera@thegreeneryinc.com
EXPERIENCE:
Regional Vice President The Greenery Inc.
Dec 2023 - Present
Director Of Operations BrightView
Jan 1996 - Dec 2023 (28 years)
SKILLS:
Operations Management, Team Building, Landscaping Management, Strategic Planning, Customer Satisfaction, Recruiting, Training, Management, Coaching, Leadership

  RESUMES	
ROY GRANTHAM
Branch Manager The Greenery, Inc. (843) 295-0191
roygrantham@thegreeneryinc.com
EXPERIENCE:
The Greenery, Inc.
Branch Manager – Southeast Georgia to St. Augustine, FL
Jan 2024 - Present
Branch Manager
Nov 2022 - Jan 2024
Bluffton, South Carolina, United States
Client Relationship Manager
Jan 2021 - Nov 2022
Hardeeville, South Carolina, United States
Palmetto Coastal Landscaping Account Manager
Jan 2011 - Dec 2020
Hilton Head Island, South Carolina
SKILLS:
Operations Management, Team Building, Landscaping Management, Customer Satisfaction, Recruiting, Training, Management, Coaching, Leadership
  E- VERIFY EMPLOYEES	
The Greenery is registered & utilizes E-Verify

The Greenery Inc.
Company ID #: 221539	The Greenery of North Florida
Company ID# 2019321	

  DRUG- FRE E WORKPLACE	
The Greenery is a
DRUG-FREE WORKPLACE
Our policy and program contain the following elements:
Job Applicant Testing
Reasonable Suspicion Testing
Post-Accident Testing
We conduct testing through independent medical facilities which adhere to strict standards for specimen collection and chain of custody. As a result of being a drug free workplace, we receive discounts from our worker’s compensation carrier.
The Greenery promotes drug-free workplace in order to maximize our level of productivity, enhance our competitive position in the marketplace and reach our desired level of success, without experiencing the costs, delays, and tragedies associated with work- related accidents resulting from substance abuse by employees.

  TRAININ G PROGRAMS	
THE GREENERY TAKES TRAINING OUR TEAM SERIOUSLY
It is important that every member of the crew is trained on all aspects of their role and safety. We utilize the landscaping industry’s best training platform Greenius. Our team has access to a comprehensive library of training materials.

TRAINING TOPICS INCLUDE:

MACHINE SAFETY & MAINTENANCE
Skid steer loader Chipper machine safety
Safety guidelines for large equipment Large and small equipment maintenance
TECHNIQUES
Edger
Hedge Shears & Trimmers Leaf Blower
Maintaining Healthy Turf Manual and Powered Hand Tools Mowing
Plant Installation Pruning	MATERIAL HANDLING
Pesticides Fertilizer
Fueling / Gasoline
VEHICLE & DRIVER SAFETY
Service vehicle checklist
What to do in case of a car accident Dealing with angry motorists
PERSONAL SAFETY
Equipment Hazards- Pinch Points First Aid Training
Fire Ants
Personal Safety Hazards
Working Outdoors in Warm Climates	
SAFETY = OUR # 1 PRIORITY
	SAFET Y PRACTICES	
SAFETY = OUR # 1 PRIORITY
THE GREENERY TEAMS COMMITMENT & INVOLVEMENT SAFETY & TRAINING POLICY
We are committed to providing employees with a safe and healthy workplace. We believe that our employees are our greatest asset; therefore, your safety and the safety of your fellow workers is of the highest priority. It is our policy that employees report unsafe conditions and do not perform work tasks if the work is considered unsafe. Employees must report all accidents/injuries (no matter how slight) and unsafe conditions to their supervisor. No such report will result in retaliation, penalty, or other disincentive.

Safety training is mandatory and performed 52 weeks per year. The Safety Committee develops safety topics for each week and assists with monitoring workplace safety education and training to ensure that it is in place, effective and documented. All field employees are provided PPE (Personal Protection Equipment) and are trained on its proper usage. Employees are also in uniform with a safety vest for a neat, clean safe appearance. All employees that work with hazardous materials are trained on the safe mixing, handling and disposal of these materials. MSDS sheets are reviewed and posted along with Pesticide labels. We keep current our pesticide licenses for FL, GA and SC.

Employee recommendations to improve safety and health conditions will be given thorough consideration by our Safety Committee. We will give top priority to and provide the financial resources for the correction of unsafe conditions. Similarly, disciplinary action will be taken against an employee who willfully or repeatedly violates workplace safety. This action may include verbal or written reprimands and may ultimately result in termination of employment.
We are a certified Drug Free workplace. We drug screen all employees upon hire and randomly thereafter. All company drivers have their drivers' licenses verified and attend a Safe / Defensive Driving Class each year. We require that all employees and sub-contractors abide by all Federal, State and local laws and regulations as well as all company policies. Accident prevention is good business. It minimizes human suffering, promotes better working conditions for everyone, holds us higher regard with customers, and increases productivity. The type of work that our company does can present certain hazards, but if you adhere to our safety guidelines and always keep safety in mind, accidents can be avoided.

As we follow the OSHA standards, we maintain a strict policy on the storage and distribution of hazardous materials, such as the fertilizer and chemical products used as part of our IPM (Integrated Pest Management) program. All employees that work with hazardous materials are trained on the safe mixing, handling and disposal of these materials.
MACHINERY, EQUIPMENT & MANPOWER
Equipment | Technology | Sustainability Financial Stability | Licenses & Certifications

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH/PINESTRAW | PALM TREE PRUNING
	EQUIPMENT	
THE GREENERY’S EQUIPMENT
We use industry leading equipment across all areas of your landscaping needs. All of our trucks and trailers are clearly marked with
The Greenery Logo.
EQUIPMENT LIST
Vehicles/Service Rigs	350+
Tractor/Bobcats	27
Production Mowers	250
Wide Area Mowers	10
Sports Turf Mowers	18
Mini-Loaders	11
2 Cycle Equipment	1,000+

  A CLEA N LOOKIN G TEAM	
THE GREENERY UNIFORM
The Greenery provides all team members with the appropriate uniform and PPE in order to safely and properly complete their roles. They will arrive dressed in clearly marked and visible safety vests and/or shirts, will wear protective gear for their safety and will be distinguishable as your landscaping crew members.

	TECHNOLOGY	

MAPPING
We use state-of-the-art landscaping mapping technology which allows us to properly measure and constantly find the most efficient ways to maintain your community.

SOFTWARE
The Greenery stays on the cutting-edge of the newest software platforms created to help landscaping companies operate efficiently and effectively. We utilize the full build-out of the industry leading Aspire technology platform. This system allows us to do everything from quoting client proposals, to tracking time and efficiencies on property, as well as utilize work order ticket tracking for maintenance requests.

HARDWARE
Our teams are equipped with the latest smartphones and tablets to remain connected at all times. This allows for real-time interactions with crews while on your site, as well as operational efficiencies, such as time-tracking which ensures you are being provided the right number of team members for the right amount of time on your property each week.
AND BEYOND!
The Greenery is an industry leader in adopting and adapting to changes in landscaping equipment and technology. We utilize electric powered equipment and have autonomous landscaping equipment on many of our properties. These help reduce noise pollution, save time and help save precious fossil fuels.
	SUSTAINABILITY	
SUSTAINABILITY PRACTICES
At The Greenery, our sustainability practices enable us to meet our client’s landscaping needs without compromising the next generation by preserving our natural heritage and conserving natural resources. We accomplish this by working with the longevity of our environment in mind. Below are a number of ways we practice this every day.

LIMITING HARMFUL CHEMICALS
Whenever possible we utilize mechanical methods of vegetation removal (e.g., electric mowers or hand cutting with powered weed trimmers) rather than applying herbicides.
Utilize hand weeding where practical, versus chemical weeding.
Mulching mowers may be recommended for certain flat areas to revitalize the turf with natural vegetative fertilization.
Finding options for selective vegetative planting using low maintenance grasses and shrubs.
Collect pruning waste, tree trimmings, and shrub trimmings to chip or mulch if necessary, and use as a natural mulch or compost.
Retain and/or plant selected native vegetation whose features are determined to be beneficial, where feasible. Native vegetation usually requires less maintenance (e.g., irrigation, fertilizer) than planting new vegetation.
PRACTICE WATER MANAGEMENT
Follow the St. Johns River Water Management District Best Practices.
Understand that a water-efficient landscaping helps save water resources.
Where practical, use automatic timers to minimize runoff.
Engage in the use of mechanisms that reduce water flow to sprinkler heads if broken.
Apply water at rates that do not exceed the infiltration rate of the soil.
Encourage use of low water use groundcovers when planting or replanting.
ALTERNATIVE FUEL EQUIPMENT
We have invested in a number of alternative fuel equipment items, including electric mowers, trimmers, etc.
The utilization of alternative fuel helps us to reduce our fossil fuel usage, along with improve our carbon footprint.

This is lo certify that

COMIMUNIT't' A550CIATIONS INSTITUiE

Stacy Montoya

Novombor 30, 1022

CAI appm-ciates your commitmenl lo building better communilies
lhrough professionalism, oUectlve leadership and <espansible citizenship.

"fl ..,
<:s2ffi.ffiM u tY

L ICENSES & CERTIFICATIONS

O)	:-
30 Hour
Ce·rtificate of Completion
ll'-d;i:tto, thM
ROY GRANTI l A,\\
1-<ii• awnplem-d+...
eral Industry Training Course
/	==
A,.-,osi,u.o--,i,;-... -.1......,..._mo,dl,;.-.l._o»,,1,.o.	J--.,
...rr..aii::Alalr- _....,W!,11. T.-.g _.-1_	,_
0..•... T.....:ioi  -i;,111_,,.,_,	1_.
Certified
-	....- llll"d	,. -,;,l:N-4.;,,j.. 0.-,

Certificate of Completion
n.e.to -
lCi\ N RI\ ERA

Certificate of Completion
llilislu,c9'1.iyM.
P.\CL CHL\t;ZZI
ti:.s.!l.oioCOISSfi.il!fc::ffl(fJW..-td'lhi!
Q,SHA 30-Hr GemHal Industry Training Course

... C&P IPIIINIG,...._bl'S,16"'r.,11.IS.	,,_OSH,1,o..-:t,
,..._, dl!w,l,, -,oQy, J--, ......-..1--,:t-.,iih
...ia 051tA"'- 1"_,, ...,_._, J....""'-, 1"4
_,,,..-.i,,-..d.slMl'muN,_,.,_,;:,oo:!	._-,Jld._...._

OSHA 30'-Hr Gene<ral lndu;stry Training eo,uue

.LJ.•O!H,1,o,.a.-T---. -,.l a!in-Dllllhl'N ct.-CISH,l, T.-..a
-	..,._-.cs.,io.-..di	·..-...--
c,..,05IIA T .....   ......... DI ·'"'
Mdro ,.._- ;c-,,11.....tc.....i.	,,--.	l!l,:,lh.dia

Certific••:: :mpletion I
J \	OX CATHER
h.15. :Jt, dM!
OSHA 30-H,rGeneral Industry Training Ceurse

,_ c::a..l .....651....	C&#IOt--=t. T
--OSl-ii,l,n....ti:--.; · .. ­
u,,r,.. ........ Eil"')' I...
,._.....,,,-: .c,1-	id.NQNII

 OSHA 30-Hr General Industry Training e 

fJrtrnv_ r r.,J
Cu11 r-ioi:.A'1'1u1r
l ')Jfl,'1,1/ ,Im!' r,f /l/11r/1U, JV l,1/11

partm:enr of State I	I Search Records I Search byEmrty Name I

Detail by Entity Name
Florida Profit Corporation
THE GREENERY OF NORTH FLORIDA. INC.
Ei.ling Inform atlon
Document Number FEI/EIN Number Date Filed Effective Date state
status Last Event
Event Date Filed Event Effective Date Princi[.!al Address
1169 Indian Lake Rd. Daytona Beach, FL 32124
P19000089376 84-3916686
12'03/2019
11/22/2019
FL ACTIVE
AMENDMENT
08,08/2022
NONE

Changed: 02,01/2021
.M.a.Wng-8.d.dw..a
PO Box 6569
Hilton Head Island, SC 29938

Changed: 02,0112021
Registered Agent Name & Address
TED W. WEEKS IV, P.A.
402 S. KENTIJCKYAVE., SUITE 350
LAKELAND, FL 33801

Address Changed: 08/08/2022 Officer/Director Detail
Name & Address

Tille P

EDWARDS, WILLIAM L PO Box 6569
HILTON HEAD ISLAND, SC 29939
Tille CFO Campsey, Ben
93 ARROW ROAD
HILTON HEAD ISLAND, SC 29928

Form W-9	Request for Taxpayer	Give Form to the
!Rev. Oetobar 2016)	Identification Number and Certification	requester. Do not
Oepartmont OT!noTr-,Y lntomalRav"'11Jo S.rYico
Go to www.lrs,9ovlFormW9 for instruations and the,fatest rnronnallon.
send to the IRS.

<'?
"'
<=
0
.,; 2
a. 0
:l.s'
ii
Q. !".e,
...,
"'
Name I..,,how,, en your Income tallreturn), !llamels required on thta line; do not loave this line blanlt
The Greenery of North Florida, Inc.
Busfness name/dlsregatded entfty name if different from libo\re

4 ExempUons (codos opptyonty to C911Bln sntftlos, not i!ldlVkluaJs; """ inslflleficm on pag• a):
Exompl Pl!)'<><> codo ora/II')---
Exemption from ,ATCA "'por1lng code Olan		

- - -•"""-"'°V$J
Requa,iter's naffl6 and odd,,... (opttona

7 l.!st =uninumb• •) h•r1> (opllcna0

R:miU	Taxpayer Identification Number (TIN)
Enter yourTlN In the  p_roprfate box. !"•TIN prnvlded must m11t<;h t e n;im,;, gl\len on line 1 lo ovoid
back\lp w hholdrng. r rndivlduals, this Is gener:iUy your scolal secumy number (SSN). However, for a

[I SIocJial aaJcu:rtty n[umIb]er
I IIIII
restdent alien, oole proprietor, or dloregarded enttty, s,:e the Instructions for Part I, later. F'or other	-	-
enUUes.,ltls your employer ldentifk:ation number (!;IN}, If you do not have a number, $88 How to gat a	.  .  .  .  .
TIN, later.	or
Note! If the eccount is 1n more than cne name, see the instructions for line1. Also see WIJ,at Name 3nd	-1 E_m_p_l_oy-.,-,-,de-nt_ffl_<.ati_o_fi_n_u_m_b_•_r
NLJmber fo 0/ve the Requestef for gufdeflnes on whose number to enter,
84-3916686
Certification
Under penalties of perjury, I aertify that:
The number shown en this form is my ocrrect taxpayer identification number (or I am waiting for a number 10 be Issued lo me); and
I am not subject to backup Withholding because: (a) I am eKempt from baokup withholdirlg, or (b) I have not beon notified by the lntamal Revenue Service (IRS) that I am subjeci tc backup wlthhQldlng !IS a resu of a failure to report all Interest or dividends, or (c) Iha IRS tills notified me lnat J am no longer subject to b3ckup w1thholding; ano
I am a U.S. c ilen or other U.S. per,;on (defined below); and
The FATCA code(,;) entered on this 'form Nany) indfcatlng that I ,1m e;rempl from FATCA reporting is correct.
Certification Instructions. You must crnss OU1ltem 2 above If you have b,,an notlfled by the IRS that you are cummttv Sl:lbject to bacxup wltt,hotd ng bacause you have tailed lo r,,port all lnte .ind dividend, on your tax retum. F'or real estate transactions, item 2 does not apply. For mortge,ga tnteres\ paid, acquisition or abandonment or secured pro ttY, cancellation of debt, contribUtlons to an indlviduarreti,ement ammgemenl (IRA), and generall\t, payments other lhan Interest and dividends, you	requlred lo sfg  e certmcation, but you must provide your correct TIN. See111e lnstrueijons for Part II, later.
Sign
Here

SlgneturB of
U.S,pe.mon ..

not ► 4.-24-23

Se<;:llon references are to the Internal Revenue Code unless otherwise noted.
future developments. For the laleat inforrnatlM about developments related to Form W-9 ·and Its lmriructlcns, such as leglslalicn enacted alter they were published, go lo www.fr,,.gov/FormW9.
Purpose of Form
An lndl\lidual or entity (Form W-9 requeste who Is required to file an information return with the IRS must obtaih your oom,ct taxpayer idenUfic:atlon number (nN) which may be your social security number ($SN), fndivldul!I t;xpayar ldM\iflcation numbet (tTIN), adoptiari taxpeiyer ldentllioatlon number (ATIN). or employer ldentillcation number (EIN), to report on ah lnlotma on return the amount paid to you. or other amount reportable on an Information return. Examples of Information returns include, but are not limited to, the r011owlng.
Form 1099-INT (fnterest earned or paid)

Form 1O!l9-DIV (dividends, ineludlng thOse f1om stocks 01n,utuat
funds)
Form 1099-MISC (various fype• or income, pnzes, award . or gross proceeds)
Form 1099-B (sleek or mutual ft.Ind sales and oertain other transactions by brokers)
Form 1099-S {proceeds from naar eslede 'lransaciions)
Form 1099-K (merchant caitl and third party network transactions)
fofT!l 109!j (home inortgage Interest), 1098--E(student loan Jnterest\,
1098-T (\1.!ition)
Form 1099.C (canceled debt)
form 1099°A (acqu]slHon or wandonment of secured property)
Use Form W-9 only Jfyou area U.S. pe115on (fnclud tg a resident alien), to pfovide your ccrteot TIN.
If you Qo nc! retum Ferm W-9 to Ille requastet wilil TIN, you ml!]llt be .,Jbjec;t to b;,ckuµ withholding. See What i backup withholding, filter.

C,,l No.102 1X

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH/PINESTRAW | PALM TREE PRUNING
  LOCAL REFERENCES	

St. Johns Forest (3+ Years)
Janice Eggleton Davis, District Manager 904-229-6139
janice.davis@inframark.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color/Flowers

Wildlight (5+ Years)
Roger Kintz, Maintenance Supervisor 904-776-6027
rkintz@ccmcnet.com
Includes: Landscaping maintenance, Irrigation, Fertilization, Pest Control, Plantings, Construction

Grand Oaks (1 Year) Rebekah Scroggins Inframark
407-566-2018
rebekah.scroggins@inframark.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Seasonal Color

Sea Chase (3+ Years) Michael Shumrak, LCAM Amelia Island Management 904-583-6741
michael.shumrak@omnihotels.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color/Flowers

Amelia National (3+ Years)
Dee Belet, Community Association Manager Leland Management DBelet@lelandmanagement.com
904-219-2751
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color/Flowers
North Hampton (3+ Years)
Virginia "Cookie" Willis
Chair, Lakes & Landscape Committee 904-206-3895
cwillis3@yahoo.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color

Omni Amelia Island Plantation Resort (5+ Years)
Joshua Summers, Report Manager 904-321-5055
joshua.summers@omnihotels.com
Stephen Monticone, Area Director of Engineering 435-659-6148
stephen.monticone@omnihotels.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color

Amelia Island Plantation Community Assoc. (5+ Years)
Matt Falcey, Director of Facilities 386-299-0280
mfalcey@aipca.net
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color
Cumberland Harbour Property Owners Association
Mathew Reid, Community Manager FirstService Residential
912-576-5602
mathew.reid@fsresidential.com
Includes: Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color

	KEY CLIENTS	

East Nassau Stewardship District
Trout Creek CDD

Grand Oaks CDD

Hilton Head
Daytona Beach

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH/PINESTRAW | PALM TREE PRUNING
EXHIBIT “B” SCOPE OF SERVICES

This exhibit is for contracted landscape maintenance and shall apply to all property governed or owned by Amelia Concourse Community Development District.
Currently, this scope includes the following areas:
Amenity Center
Main Entrance
Second Entrance
Phase 2 pond banks
Phase 1 pond banks
CDD owned tracts/easements along Amelia Concourse Blvd (See Map)
CDD owned tract at the intersection of Windflower Trail and Amaryllis Court
*Note – Please provide cost to maintenance Phase 3 pond banks as a separate option/additional fee.

Services	Cost	Frequency	
Moving of grass, no more than 4” high, removing no more than 1/3 of grass height with each mowing	Included	Weekly during growing season and as needed
during the dormant season	
Weed control. Pre-emergent and contact herbicides shall be applied and hand weeding will be performed.	Included	As needed to
maintain clean appearance	
Pruning of plants, shrubs, and ground cover. All plants, shrubs, and groundcovers (including palmettos in natural areas) will be pruned according to species and acceptable horticultural practices. Pruning will be performed to remove dead and damaged growth, to develop the natural form of the plant and to create the effect
intended. Formal hedges will be pruned more regularly to maintain a hedge type appearance.	Included	2-3 times annually or as needed	
Edging of plant beds, walkways, driveways, paved areas, and around installations such as signage, public utility equipment, valves, and sprinkler equipment.	Included	Weekly during growing season and as needed during dormant season	
All landscape size trees, palms, and evergreens, in landscaped areas, shall be fertilized twice annually to stimulate root growth and
the general vigor or the tree.	Included	As needed	
All palms are to be pruned once annually.	Provide cost	Annually	
Removal of normal trash and debris from streets, roads, parking areas, sidewalks, walkways, driveways, and the landscaped and
natural areas within the area of scope.	Included	Weekly	
Minor erosion control.	Included	As needed	
Air blowing of sidewalks, pool, deck, and parking areas.	Included	Weekly	
Application of fertilizer to shrubs and ornamental beds.	Included	As needed	
Application of pesticides to shrubs and ornamental beds.	Included.	As needed	
Application of pesticides and fertilizer to turf.
Winter (February-March)
Appropriate granular fertilizer; pre-emergent weed control to help prevent crabgrass and other summer weeds from emerging in the spring; post-emergency broadleaf weed control.
Spring (March-April)
Post-emergency broadleaf weed control; turf-damaging insect control; fungus control (as needed.)
Late Spring (May-June)
Liquid iron with micro-nutrients; turf damaging insect control; fungus control.
Summer (June-July)
Appropriate granular fertilizer/nutrient; turf-damaging insect control; fungus control.
Early Fall (August-September)
Granular control release fertilizer; turf damaging insect control; fungus control.
Late Fall (October-November)
Muriate of Potash; pre-emergent weed control; post emergent weed control; fungus control (as needed.)	Included	Six times annually or when appropriate	
Surface cleaning of storm drains.	Included	As needed	
Emergency Repairs. The contractor shall be available at all times necessary to prevent property damage or injury.	Included	As needed	
Application of cypress mulch and pine straw.	Provide Cost	Bi-annually	
Inspection of the irrigation system to provide proper water coverage of all plant material and proper clock operation. Contractor
shall shut down the irrigation system when freezing weather is forecasted.	Included	Monthly	
Make repairs to the irrigation system to keep it in proper working order.	Cost of parts and labor to be paid by CDD expect when damaged to heads caused by landscaper or landscaper equipment.	As needed	
Seasonal planning of season flowers shall be planted by the
contractor in the existing designated flower beds.	Provide Cost	Four times per
year	
Monthly site inspection to be performed by a member of the landscape team management and written report submitted each month for review.	Included	Monthly	

	OPERATIONA L PERFORMANCE	
CLIENT PROVIDED MAP:

	OPERATIONA L PERFORMANCE	
PHASE 1 & 2 LANDSCAPE MAINTENANCE MAP:

Service Areas are: Highlighted as Shown

	OPERATIONA L PERFORMANCE	
PHASE 3 LANDSCAPE MAINTENANCE MAP:

Service Areas are: Highlighted as Shown

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH | PALM TREE PRUNING
PROPOSAL FORM PART IV -- PRICING

NOTE: If pricing is not provided for subsequent renewal terms, it will be assumed that prices will remain the same through each of the three potential annual renewal terms. Please attach additional sheets as needed to provide pricing for future years.

See scope of services attached to proposed contract for service details.

	First Year	Second Year	Third Year	
Base Services				
Amenity Center, Main Entrance, Second Entrance, Phase 1 &2 Pond Banks, Amelia Concourse Blvd – CDD Tracts, Intersection of Windflower Trail and Amaryllis Ct – CDD Tract				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning;
monthly site inspection)	

$38,124.00	

$38,886.48	

$39,664.21	
Irrigation (inspections and control)	Included Above	Included Above	Included Above	
Fertilizer and Turf Pesticide (Labor and
materials)	
Included Above	
Included Above	
Included Above	
Total – Base Services				
Phase 3 Pond Banks Option				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning;
monthly site inspection)	

$18,984.00	

$19,363.68	

$19,750.95	
Irrigation (inspections
and control)	Included Above	Included Above	Included Above	
Fertilizer and Turf
Pesticide (Labor and materials)	
Included Above	
Included Above	
Included Above	
Total – Phase 3 Services				
Add-On Services				
Palm Pruning (1x annually) (provide cost for total property palm
pruning)	
16 Palms: $972.00	
16 Palms: $991.44	
16 Palms: $1,011.27	
Cypress Mulch and Pine Straw application	40 Cu Yds: $2,970.00	40 Cu Yds: $3,029.40	40 Cu Yds: $3,089.99	
(provide cost per cu/yd;
include cost of removal of old mulch is needed)	
$115.00 per Cubic Yd	
$117.30 per Cubic Yd	
$119.65 per Cubic Yd	
Annual Flowers (provide cost per 3” annual)	504 4-inch pots 4x per yr: $5,032.00	504 4-inch pots 4x per yr: $5,132.64	504 4-inch pots 4x per yr: $5,235.29	

ADDITIONAL PRICING REQUESTED:

CLEAN-UP of Frontage of Amelia Councourse Roadway for Phase 3:	$7,500.00

$1,000 Discount off of Clean-Up of Frontage Phase 3 if selected as your
Landscaping Partner and project is conducted between 12/15/2024 - 2/15/2025:	-$1,000 Discount

$6,500.00 Discounted Price

Landscape Maintenance Proposal
Property Name:	Amelia Concourse CDD	July 16, 2024 Address:	Amelia Concourse CDD, 85200 Amaryllis Ct,
Fernandina Beach, FL 32034
Client Contact:	Chip Dellinger acmanager@gmsnf.com
Proposal #:	68385
SPECIFIC CONDITIONS
See attached landscape specifications and RFP provided by the client.
See attached aerial map to define service area.
Pricing is valid up to 60 days from proposal date.
Mulch, Seasonal Color and Palm Tree Pruning are not included in base maintenance package. Pricing provided as an additional service to select.

LANDSCAPE DETAILS
Irrigation Repairs NTE $500 per month. Irrigation Repairs over this amount will require client approval.
Perimeter wood lines and native buffers not included.
Pond / Water bank maintenance will be serviced every-other-week in the growing season and as needed in the non-growing season. Littoral shelf not included.
Ornamental grasses will be allowed to naturalize. No hard pruning. Ornamental grasses will be shaped and cleaned from dead growth as needed.
Turf care program is included for quality turf and irrigated areas only.

Base Maintenance Package	Monthly Fee	Annual Fee	
Landscape Management Program	$3,177.00	$38,124.00	

Additional Ancillary Services	Quantity	Occurences	Per Service Fee	Annual Fee	
Hardwood Mulching (CY)	40	1	$2,970.00	$2,970.00	
Seasonal Color Install	504	4	$1,258.00	$5,032.00	
Palm Tree Pruning (EA)	16	1	$972.00	$972.00	

Landscape Maintenance Proposal
Property Name:	Amelia Concourse CDD	July 16, 2024 Address:	Amelia Concourse CDD, 85200 Amaryllis Ct,
Fernandina Beach, FL 32034
Client Contact:	Chip Dellinger acmanager@gmsnf.com
Proposal #:	68386
SPECIFIC CONDITIONS
See attached landscape specifications and RFP provided by the client.
See attached aerial map to define service area.
Pricing is valid up to 60 days from proposal date.
LANDSCAPE DETAILS
Irrigation Repairs NTE $500 per month. Irrigation Repairs over this amount will require client approval.
Perimeter wood lines and native buffers not included.
Pond / Water bank maintenance will be serviced every-other-week in the growing season and as needed in the non-growing season. Littoral shelf not included.
Ornamental grasses will be allowed to naturalize. No hard pruning. Ornamental grasses will be shaped and cleaned from dead growth as needed.
Turf care program is included for quality turf and irrigated areas only.

Base Maintenance Package	Monthly Fee	Annual Fee	
Landscape Management Program	$1,582.00	$18,984.00	
PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Company Name_The Greenery of North Florida, Inc.

Street Address
1417 Avery Road

P. O. Box (if any)
N/A

City
Fernandina Beach
State FL
Zip Code
32034

Telephone
904-627-5838
Fax no.
N/A

1st Contact Name
Stacy Montoya
Title
Business Developer

Email
stacymontoya@thegreeneryinc.com

2nd Contact Name
Melissa Brock
Title
Dir. of Business Dev.

Email
melissabrock@thegreeneryinc.com

Parent Company Name (if any) The Greenery, Inc.
Street Address

N/A

P. O. Box (if any)
P.O. Box 6569

City
Hilton Head
State SC
Zip Code
29938

Telephone
904-627-5838
Fax no.
N/A

1st Contact Name 2nd Contact Name
Stacy Montoya Melissa Brock
Title Title
Business Developer

Dir. of Business Dev.

Company Standing:
Proposer’s Corporate Form:

Corporation

(e.g., individual, corporation, partnership, limited liability company, etc.)
In what State was the Proposer organized? FL
Date 11/22/2019

Is the Proposer in good standing with that State? Yes x	No
	
If no, please explain
N/A

Is the Proposer registered with the State of Florida, Division of Corporations and
authorized to do business in Florida? Yes X	No
If no, please explain
	
N/A

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
Florida Corporation: The Greenery of North Florida, Inc. (Document # P19000089376)

FEI/EIN Number 84-3916686

E-Verify: The Greenery of North Florida (Company ID# 2019321)
State of FL Dept. of Agriculture & Consumer Services: Pest Control Company Firm (ID # JB309402)

Duval County Irrigation Contractor License No: I-339

PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office which would perform work for the District.
Street Address 1417 Avery Road
P. O. Box (if any)
N/A

City
Fernandina Beach
State FL
Zip Code
32034

Telephone
904-627-5838
Fax no. N/A

1st Contact Name 2nd Contact Name
Stacy Montoya Roy Grantham
Title Title
Business Developer Branch Manager
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

1	Supervisors, who will be onsite 1

days per week (please attach
resumes for supervisory personnel);
week
3	Technical personnel, who will be onsite .5	days per	; and
3	Laborers, who will be onsite 1	days per week.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture,
horticulture, or other relevant fields of expertise? Yes x	No	If yes, please provide
the following information for each person (attach additional sheets if necessary):
Name: Corey Guerrant	  Position / Certifications: Plant Health Services Manager		 Duties / Responsibilities: Managing Plant Health Services Department	

Subcontractors - If any of the work is proposed to be performed by subcontractors, provide a list of all subcontractors that will be hired by the Proposer to perform certain services described in the scope of services. For each subcontractor provide the following:
A description of the services the subcontractors will be performing for the Proposer.
A description of the subcontractor’s qualifications for the services they will be
performing for the Proposer.
PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously?
Yes x	No	If yes, please provide a list of community development districts served on a
separate sheet.

Please provide the following information for at least 3 references. Attach additional sheets if necessary.
Project #1 Name/Location: North Hampton
Contact: Virginia "Cookie" WContact Phone:
904-206-3895

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color

Is this a current contract? Yes x	No

Project #2 Name/Location: Amelia National CDD
Contact: Dee Belet
Contact Phone:
904-219-2751

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color/Flowers

Is this a current contract? Yes x	No
	
Project #3 Name/Location: St. Johns Forest CDD
Contact: Janice Eggleton
Contact Phone:
904-229-6139

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):

Landscaping maintenance, Irrigation, Fertilization & Pest Control, Plantings, Seasonal Color/Flowers

Is this a current contract? Yes x	No

Is the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No x	If yes, please provide:

The names of the entities
N/A

The state(s) where barred or suspended
N/A

The period(s) of debarment or suspension
N/A

Also, please explain the basis for any bar or suspension:
N/A

FULL-SERVICE LANDSCAPE PROPOSAL
LANDSCAPING MAINTENANCE | IRRIGATION | FERTILIZATION | SEASONAL COLOR | MULCH | PALM TREE PRUNING
  What Happens in the FIRST 90 DAYS	
WE UNDERSTAND HOW IMPORTANT COMMUNICATION IS TO YOU, AND WE WILL MAKE THIS A TOP PRIORITY MOVING FORWARD!

COMMUNICATION
Meeting with Client Relationship Manager and crew leader
Site walk together
Prepare and present the site / irrigation inspection report
Recommendations and enhancement proposals

AUDIT IRRIGATION
Check the system and all components for proper operation
Sample the soil and adjust watering schedule as needed
Report and recommend required repairs and upgrades

SAFETY REVIEW
	Identify and recommend solutions to correct any safety hazards related to landscaping, hardscapes and drainage
Trim plant materials for safety concerns

TURF
Apply broadleaf weed control as needed
Re-establish bed-lines and clean edges
Recommend sod replacement or alternatives to weak areas

TREES, SHRUBS & BEDS
Prune ornamental trees
Address diseased or weak shrubs
Apply insecticides and fungicides as needed

	SERVIC E CALENDAR	
CALENDAR EXAMPLE
  NARRATIVE DESCRIPTION	
FOR THE GREENERY’S APPROACH
TO PROVIDE SERVICES AT AMELIA CONCOURSE CDD
The Greenery understands the Scope of Services as laid out in the informal RFP for Amelia Concourse CDD.
The Greenery will provide the correct number of qualified staff members to complete the full scope of work, as required in the RFP.
Our teams will follow set production maps to ensure efficiency and completeness of contract during each visit.
We will create the required reporting for Amelia Concourse CDD and supply all reporting by deadline each month – including plant health inspections and reporting, as required in the Scope of Services.
We will follow the set calendar of days of service – we promise to be there when we say we will.
We will ensure the right number of team / crew members are on site during each service.
Issues, questions and weather adjustments that may be required to be reported or noted during the contract period will be done so in a timely manner.
All required meetings with management and staff at Amelia Concourse CDD will be attended by The Greenery personnel – specifically your assigned Client Relationship Manager, and other managers and team members will join, as required (i.e., Irrigation Manager, Plant Health Services Manager, Branch Manager, Production Manager, etc.).

Allen Flannery
Client Relationship Manager
(904) 556-1262
aflannery@thegreeneryinc.com
YOUR CLIENT RELATIONSHIP MANAGER
AT THE GREENERY, WE ARE BUILT DIFFERENT
We want to make your job easier! Here is how we make that happen:
You will be assigned a DEDICATED Client Relationship Manager (CRM)
They will be your SINGLE-POINT-OF-CONTACT for all of your needs. You will never need to guess who you should reach out to in order to get anything accomplished regarding your landscaping.
The Greenery created this position SPECIFICALLY to be the liaison between you and what is happening on your property.
If any issues arise, they are just a call, text or email away.
WE PLEDGE TO RESPOND WITHIN ONE BUSINESS DAY 
As your trusted advisor, your CRM will work with you to enhance the beauty and vitality of your community.
At the beginning of the partnership, your CRM will work with you to determine the exact reporting you would find most beneficial, and ensure it is completed on time, every time – and can provide weekly and/or monthly reporting for things such as plant health, recommendations to improve the community or any other items that you find valuable to track.
They will work continuously with you to complete all required reporting for the community.
They will attend all required meetings with you on-site and for all required CDD meetings.
Your CRM will work with you on special projects, such as event prep, plantings, clean-ups, playground / dog park mulch, etc.
They will work with you to ensure completion of all punch list items that need to be addressed.
THEIR JOB IS SPECIFICALLY TO COMMUNICATE WITH YOU!

CUSTOMIZED REPORTING
Your Dedicated CRM will complete all required reporting for the community.
We will work with you to determine the reporting you would find most beneficial, and ensure it is completed on time, every time.
We can provide monthly reporting for things such as plant health, recommendations to improve the community, or any other items that you find valuable to track.

SCHEDULE OF SERVICE DELIVERY
You may also like the option to be provided with calendars of upcoming service dates, so that you can alert the community of when they can expect to see services being performed in their area. For example, which day of the week they can expect mowing, which week to expect shrub pruning, when to expect any type of fertilizer or weed treatment to be applied, and when they will see fresh mulch being installed.
Your Dedicated CRM will also be on hand to handle all property walks and meetings, as you require. He will make himself available for these types of meetings to ensure great communication which is seamless.

CLIENT
COMMUNICATION CONTINUED
ATTENDANCE AT MEETINGS
CDD Board Meeting Attendance:
The Greenery will attend any regularly scheduled board meetings, during which we will provide a general status update of the properties condition. If needed, we will also provide a detailed presentation to address any issues as directed by the Community Manager or designee, before the board and residents.
General Meeting Attendance:
As required by the community, team members from The Greenery, Inc. are always available to attend regularly scheduled meetings.

LICENSURE
The Greenery, Inc. will continue to maintain the appropriate licensure for business operation within Nassau County and the State of Florida.
This includes irrigation licensing, pest control licensure and applicable business license.

ESCALATION LIST: CALL IN ORDER AS SHOWN

Roy Grantham Branch Manager (843) 295-0191
roygrantham@ thegreeneryinc.com
Sara Torres Office Administrator (904) 261-5364
saratorres@ thegreeneryinc.com

	

David Rivera Regional Vice President
(305) 783-7373
davidrivera@ thegreeneryinc.com
Stacy Montoya Business Developer (904) 627-5838
stacymontoya@
thegreeneryinc.com

  REPORTING	
EXAMPLE REPORTS SHOWN HERE:

SITE AUDIT: MONTHLY FIELD REPORT PAGE EXAMPLE

	REPORTING	
M o n t hl y	H o r t i c ul t ur a l	S e r v i c e s	C a l e nda r
EXA MP L E

Turf Maintenance	As	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
Needed														
Site Visit & Clean-up	X	Weekly In Season. Bi Weekly off season	365												
Mow & Line Trim Service		x	x	x	x	x	x	x	x	x	x	x	x	44	
Edge Drives and Walks		x	x	x	x	x	x	x	x	x	x	x	x	26	
Edge Plant Beds		x	x	x	x	x	x	x	x	x	x	x	x	26	
Fertilize Turf (high profile turf)			x		x		x		x		x		x	6	
Pre-emergent Weed Control Turf			x											1	
Post-emergent Weed Control Turf	X														
Turf Disease Monitoring	X													2	
															
Shrub & Bed Maintenance	As	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
Needed														
Trim Ornamentals	x								0						
Weed Ornamental Beds	x													0	
Edge Ornamental Beds	x													0	
Ornamental Fertilization			x						x			2			
Pre-emergent Weed Control			x									1			
Post-emergent Weed Control (Round-up)	x									0					
															
Tree Maintenance	As	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
Needed														
Trim Crape Myrtles			x											1	
Safety Inspection & Pruning (up to 14' trees)													1	1	
Sight Line and Clearance Pruning (to 12' height)													1	1	
Trimming Trees & Palms (up to 14' trees)								x						0	

Irrigation System	As	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
Needed														
Trouble Shoot System		x	x	x	x	x	x	x	x	x	x	x	x	12	
															
Seasonal Flower Beds	As	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
Needed														
Flower Bed Change Out				x			x			x			x	4	
														0	

	IRRIGATION PLANNING	
THE GREENERY UNDERSTANDS & UTILIZES PROPER IRRIGATION PLANNING
We will assist your community in ensuring all proper watering restrictions, rules and regulations are followed.
EXAMPLE:

	RECOMMENDATIONS	
CONDUCT SOIL TESTING TO ESTABLISH BASELINES
The Greenery recommends that you start by having our team complete soil testing from around your community to ensure a baseline of what your soil nutrient levels are at that time. Once the soil testing results are in, our team will ensure your plant health for turf, shrubs and trees are exactly what is required to keep everything lush and healthy. This will allow your community to shine, while avoiding an over-use of chemicals or applications that may not be required.
WHY SOIL TESTING IS IMPORTANT
Good plant health often requires the application of lime and fertilizer. Soil testing enables you to find out the makeup of your soil and helps you determine how much lime and fertilizer you need to apply.
WHAT TO KNOW ABOUT YOUR SOIL
To find out what may be required to improve your soil's quality, you must establish a baseline understanding of each of the following attributes of the soil:
Current pH levels of your soil.
Fertility levels of the principal nutrients.
Type and quantity of lime your soil needs.
Nutrients need to be added to your soil as fertilizer.
Amount of fertilizer your crop and soil needs.

	RECOMMENDATIONS	
FULLY UTILIZE PROVEN UF / IFAS FERTILIZATION PROGRAM
If required, once soil testing is complete, The Greenery will utilize those findings to craft a plant health plan for all turf, shrubbery and trees within the property.
We typically propose our tried-and-true UF / IFAS plan which includes 6 applications for turf and 2 applications for shrubs and trees.
If needed and the soil testing findings require additional changes to this plan, we will explore those at that time, and complete a plan to get all areas of the community in tip-top shape.

	
MAKE YOUR HIGH VISIBILITY AREAS MORE COLORFUL & WELCOMING
Our team can assist with the design and installation of new plantings around the high visibility areas of your community – for example the front entrance and around the amenity center.
We recommend a more colorful planting palette, along with the option to include a more vibrant quarterly seasonal rotation of flowers to bring even more of a pop of color to this highlighted area.
Pricing proposals can be presented if maintenance services are selected.
Below are some examples of how to add color for beautification of your community.

EXAMPLES OF HOW TO INTEGRATE COLOR INTO BOTH PLANTINGS/SHRUBS & SEASON FLOWERS

Mowing, Trimming, and Weeding
Whenever possible use mechanical methods of vegetation removal (e.g., mowing with tractor-type or push mowers, hand cutting with gas or electric powered weed trimmers) rather than applying herbicides.
Use hand weeding where practical.
Performing mowing at optimal times.
Mowing should not be performed if significant rain events are predicted.
Mulching mowers may be recommended for certain flat areas. Other techniques may be employed to minimize mowing such as selective vegetative planting using low maintenance grasses and shrubs.
Collect pruning waste, tree trimmings, and weeds. Chip if necessary, and compost or dispose of at a landfill.
Consider elements such as their effect on drainage and erosion, hardiness, maintenance requirements, and possible conflicts between preserving vegetation and the resulting maintenance needs.
Retain and/or plant selected native vegetation whose features are determined to be beneficial, where feasible. Native vegetation usually requires less maintenance (e.g., irrigation, fertilizer) than planting new vegetation.
Consider using low water use groundcovers when planting or replanting.

Irrigation Management
Follow the St. Johns River Water Management District Best Practices.
Understand that a water-efficient landscaping helps save water resources.
Where practical, use automatic timers to minimize runoff.
Consider the use of mechanisms that reduce water flow to sprinkler heads if broken.
Ensure that there is no excessive runoff from the landscaped areas.
Apply water at rates that do not exceed the infiltration rate of the soil.
Waste Management
Utilize plant growth regulators (PGR’s) when applicable to reduce the amount of plant growth material.
Compost leaves, sticks, or other collected vegetation or dispose of at a permitted landfill.
Reduce the use of high nitrogen fertilizers that produce excess growth requiring more frequent mowing or trimming.
Avoid landscape wastes in and around storm drain inlets by either using bagging equipment or by manually picking up the material.

Fertilizer and Pesticide Management
Utilize a comprehensive management system that incorporates integrated pest management (IPM) techniques.
Calibrate fertilizer and pesticide application equipment to avoid excessive application.
Sweep pavement and sidewalk if fertilizer is spilled on these surfaces before applying irrigation water.
Follow all federal, state, and local laws and regulations governing the use, storage, and disposal of fertilizers and pesticides and training of applicators and pest control advisors.
Triple rinse containers, and use rinse water as product. Dispose of unused pesticide as hazardous waste.
Periodically test soils for determining proper fertilizer use.
Pesticide application must be under the supervision of a qualified pesticide applicator.
Use pesticides only if there is an actual pest problem (not on a regular preventative schedule).
Do not use pesticides if rain is expected.
Apply pesticides only when wind speeds are low (less than 5 mph).
Do not mix or prepare pesticides for application near storm drains.
Prepare the minimum amount of pesticide needed for the job and use the lowest rate that will effectively control the pest.
Employ techniques to minimize off-target application (e.g. spray drift) of pesticides, including consideration of alternative application techniques.
Dispose of empty pesticide containers according to the instructions on the container label.
Educate and train employees on use of pesticides and in pesticide application techniques to prevent pollution.
Inspection
Inspect irrigation system periodically to ensure that the right amount of water is being applied and that excessive runoff is not occurring.
Minimize excess watering, and repair leaks in the irrigation system as soon as they are observed.
Inspect property for pest and plant health on a consistent basis.
Inspect all equipment and vehicles daily.
Training
Educate and train employees on job site safety, such as use of protective personal gear, traffic, equipment use, heat management and chemical application techniques.
Educate and train employees on use of pesticides and in pesticide application techniques to prevent pollution.
Annually train employees within departments responsible for pesticide application on the appropriate portions of the latest IPM techniques.
Use a training log or similar method to document training.

QU A L I T Y	A SSURA NC E	P R O G RA M
Quality Control
We maintain a comprehensive quality control process to continually maintain safety and curb appeal and prevent expensive plant replacements. Regular inspections are performed to identify any areas that need improvement whether an adjustment to the routine maintenance. Opportunities to authorize extra work for added value are also suggested.
We assemble a landscaping quality control plan based on your contract specifications and personalize it with you scope of work information. If our customer has specific contract QA/QC requirements, we’ll review them and incorporate them into our overall plan.
Best in Class Practices
We utilize time tested and proven reliable landscape management practices and combines them with a leading-edge scientific approach. This combination makes us extremely efficient and cost effective and allows us to deliver value driven, high quality landscape services that maintains quality as our core competency. The Greenery shares best practices throughout our organization, continually striving to further improve our value driven processes, thus enabling us to the deliver the best practices to our clients to produce quality results.
Operational Best Practices
Implement an integrated pest management (IPM) program. IPM is a sustainable approach to managing pests by combining biological, cultural, physical, and chemical tools. Choose low water using flowers, trees, shrubs, and groundcover. Conduct appropriate maintenance (i.e. properly timed fertilizing, weeding, pest control, and pruning) to help preserve the landscapes water efficiency. Grass cycling is the natural recycling of grass by leaving the clippings on the lawn when mowing. Grass clippings decompose quickly and release valuable nutrients back into the lawn. Educate and train employees on use of pesticides and in pesticide application techniques to prevent pollution. Pesticide application must be under the supervision of a qualified pesticide applicator.

WHY CHOOSE THE GREENERY?

… Because what matters to you, is everything to us.

100% EMPLOYEE OWNED
results in great service to our customers
HIGH RANKING SAFETY STANDARDS BEAUTIFUL, QUALITY LANDSCAPE SERVICES COMPETITIVE PRICING
CUSTOMIZED COMMUNICATIONS
on-site meetings, emails, phone calls, texts
— WHATEVER IT TAKES
CUSTOMER SATISFACTION
having YOU as a highly satisfied customer
— striving to EXCEED YOUR EXPECTATIONS

ENHANCING PEOPLES LIVES THROUGH BEAUTIFUL LANDSCAPING

Landscape Maintenance Service Proposal For: AMELIA CONCOURSE CDD
BRAND PROMISE
LANDSCAPE & IRRIGATION MANAGEMENT
Date: July 17, 2024
Letter from the CEO: Page 3
Brand Promise: Page 4
Company Overview: Page 5
Core Values: Page 6
WHY Koehn Outdoor: Page 7
Meet Your Team (Bio’s): Page 8-13
Start-Up Plan/Key Benefits in Transition: Pages 14-15
Scope of Work: Page 16-17
Reporting/Effective Communication: Pages 18-21
30-60-90 Day Execution Strategy Plan: Page 22
Year At-A-Glance/Horticulture Calendar: Pages 23-26
Accurate Pricing/ Innovative AI Technology : Pages 27-34
Project Details/Standards: Pages 35-36
Value: Pages 37
Weathermatic Smartlink Irrigation System: Pages 38-39
References: Pages 40-46
Design Rendering Proficiencies: Pages 47-50
Company Profile: Pages 51-61
Letter from the CEO – David Koehn

Dear Board Members and Trusted Advisors:
Thank you for the opportunity to become your trusted landscape management partner for Amelia Concourse CDD. Our teams take pride in our work and our goal is to provide the highest level of customer value. With several contractors to choose from, we would be honored to be your trusted partner. Our company is one of few large commercial landscape firms in NEFL that is 100% family owned and operated. Our culture and communication are important to us, and I assure you will see the difference. We feel our success is driven by how we treat our team members and the level of care we provide to our employees and clients. I would like to highlight the reasons why I feel Koehn Outdoor is the best partner for your community.
I will also be an extension of the team in overseeing the installation of all new enhancements on your property.
Our leadership team has been carefully selected and on average have over 20+ years of industry experience.
Our teams have access to the most innovative technology in mapping and reporting. Reports are created with pictures and pin dropped locations to keep track of all areas of the community.
We are a market leader in water management, sustainable solutions, and industry best practices. Our motto is to be stewards of the land and our goal is to provide the most efficient watering technology and provide sustainable landscape solutions.
Koehn Outdoor will be involved in your community events as sponsors and can provide scheduled workshops for residents to learn more about sustainability and best industry practices for their personal residences.
We are passionate about our local communities we serve, and we support organizations, charities, and local businesses. For example, we have strong partnerships with K9’s for warriors and abundance of other organizations that make an impact in our community. It is an honor and a pleasure to give back.

Lastly, I can personally assure the board that I will be an involved owner who takes pride in the success of Amelia Concourse CDD. Your community will be a top tier account and will be a major focus for our team and myself. I look forward to reviewing the proposal and answer any questions when we sit down for our presentation.
Have a blessed day!!

BRAND PROMISE VIDEO
KOEHN’s brand promise proposal communicates the unique value proposition and commitment to YOU! We’re a trusted-partner not a vendor! It serves several important purposes:

This is not your typical landscape proposal you may be accustomed to!
A leader for 20 years in in Northeast Florida!
Brand Promise: https://vimeo.com/745903311
Company  Overview:  https://vimeo.com/745556992
COMPANY OVERVIEW
KOEHN OUTDOOR is a premier provider of landscape management and enhancement hardscape for commercial clients in Northeast Florida for the last 20 years. Our reach for landscape management services extends 125 miles from our headquarters in Jacksonville, FL covering all Northeast Florida and then some.

Koehn Outdoor specialized Services:

Landscape Management-(Full service with mowing, trimming, horticulture treatments, irrigation, tree pruning and all scopes in regarding to maintenance.)
Landscape Enhancement-( redesigns, removal and install of landscape, irrigation, drainage, sod, annuals, and misc. landscape scopes.)
Hardscape Services-(Installation and repair of the listed scopes-( Pavers, concrete, brickwork, synthetic turf, decks, fences, retaining walls-wood and block)
Misc. Construction-( Dog parks constructed, Playground construction, marine construction-bulkhead/docks, fountains, shade sails, pergolas, cabanas, low voltage lighting and full outdoor kitchens)

Today our company has over 90 trained employees to service our clients. We are licensed Irrigation Contractors, Pest Control Providers and Certified Tree Professionals. We look forward to servicing you soon.
CORE VALUES

WHY KOEHN OUTDOOR
LOCALLY-OWNED & Operated Since 2004: In today’s environment it is not common to find a locally owned regional provider like Koehn Outdoor that has the capacity of a national and offers world-class service.
NORTHEAST FLORIDA ONLY – A leading provider in for 20 years.

EXCELLENT QUALITY CONTROL: Account
manager to assure multiple levels of quality control.
NO SUBCONTRACTING: Turf care and irrigation divisions which allow our teams to communicate together without outside subs.
HIGH-QUALITY SERVICE: We PRIDE ourselves on providing dependable, high-quality service with our attention always focused on YOU.
HORTICULTURE EXPERTISE: In-house Plant Health Care Professionals, Season Flower Specialist on staff.
WINNING CULTURE: Become a TRUSTED-
PARTNER with the Koehn Outdoor winning
culture!	7
  
David Koehn – President & CEO	Will Crews – Director of Operations	Steve Gorman – Director of

Kyle Clarke– Account Manager

DAVID KOEHN - BIO
David Koehn is the founder and president of Koehn Outdoor, formerly DM Koehn Landscaping, Inc. David learned the construction and green industry at an early age by working with his father Douglas W. Koehn at his Class A Contracting business in Franklin, VA. After receiving a 2-year degree in industrial technology from a local community college, David moved from Franklin, VA to Jacksonville, FL in 2001 and started DM Koehn Landscaping in 2004, when he was only 24 years old.
In its humble beginnings, David’s business was a one-man residential mowing operation. With the company’s success, David added more employees, equipment, and trucks and began focusing growing the business commercially. Early in life, David was taught that, “when you do something, you do it right and with integrity” — a life lesson that has become one of the Koehn Outdoors core values.
Koehn Outdoor has developed into a market-leading commercial landscape management company with over 125 full-time employees. The company also has a full-service outdoor enhancement division that has developed award-winning hardscapes and beautiful amenity centers throughout the state of Florida.
Having adapted a culture of continuous learning, training, and strategic planning, David and the Koehn Outdoor leadership team hold many green industry certifications and licenses and are involved in many industry professional associations.
In 2018, Koehn Outdoor engaged with green industry specialist Envisor Consulting. The Envisor team holds leadership accountable for achieving goals and maintaining a level of customer service that is unmatched in Northeast Florida — which coincides with David’s personal promise to his clients that Koehn Outdoor provides the most customer value for the most competitive price possible.

WILL CREWS - BIO
Director of Operations
Will obtained the core values of HONESTY, INTEGRITY, and LEADERSHIP from the U.S. Army, where he oversaw day to day operations as a logistics specialist and was responsible for maintaining the training records and transitioning processes of soldiers. He gives credit to the military for strengthening skills that help him work with people from different regions and backgrounds, as well as giving him the ability to adapt and overcome any situation.
In his thirteen-year tenure at Koehn Outdoor, Will has grown from crew member to upper management thanks to his work ethic and willingness to learn.
Will also attends yearly training such as BPM, arbor care, and core classes and is passionate about continuing his education, having completed Master Account Management training program through the Envisor consulting group.
He possesses vast knowledge in the process of onboarding new customers, recommending tactical strategic plans on maximizing time with service maps and creative planning, and learning ways to create customer value.
Will’s focus is on creating a clear line of communication with the customer, being proactive, performing monthly site walks to ensure quality, and continually training our teams to help provide a quality service. More than anything, Will’s skills help maintain positive relationships with Koehn Outdoor customers.

STEVE GORMAN- BIO

STEVE GORMAN is Director of Horticulture & Safety proudly offering 28 years of experience.
He currently oversees our Pest Control division and holds our Certified Operators License. He is responsible for ensuring that our horticulture program is following Florida statutes 482, performs all chemical training for the company, and maintains all chemical records
As Director of Horticulture, Steve establishes and adjusts the lawn and ornamental programs to the highest standards complying with all state and federal regulations.
He is pro-active, intuitive, and empathetic leader with a passion for the natural world, love for plants, and a desire for new innovative, and evocative garden display that delight, heal, and celebrate diversity.
Serves on the Leadership team, his goals include pro-actively anticipates the needs of the team, ensures Horticulture has the tools to excel at their role, and plans for future growth, In addition to his primary job functions, Steve has been recognized by KOEHN OUTDOOR for his extraordinary commitment to success.

KYLE CLARKE - BIO
Kyle is an Account Manager based in Jacksonville, Florida. He boasts multiple certifications and training courses with the Envisor Academy in the Green Industry as a recognized leading Industry Experts.
He is the long-standing employee of Koehn Outdoor and has over 15 years experience.
He offers far more than best practices through the Green Dot Operating System, from the Envisor Academy that created a roadmap that simplifies, streamlines, and ensures organizational development success.
He has partnered with some prestigious properties such as Epping Forest, luxury portfolio of Fort Family and many more!
Kyle and Koehn Outdoor will partner with you to maximize turf & water management and elevate your properties in sustainable water management.
As an ACCOUNT MANAGER, his goals include being pro-active, communicating well, and helping communities with a yearly landscape budgets to beautify the grounds. In addition to his primary job functions, Kyle has been recognized by KOEHN OUTDOOR for his extraordinary commitment to success

CHARLES KEITHLEY - BIO

Charles Keithley is an Account Manager with KOEHN OUTDOOR based in Jacksonville, Florida with a University of Kentucky Turf Certificate. He has attended Toro Irrigation Institute and holds a Florida Licensed Commercial Chemical Application License.
He recently joined Koehn Outdoor in 2022 and has over 15 years experience in Agronomy and Turf management.
He has partnered with some prestigious properties such as PGA Tour Agronomy & TPC Sawgrass along with Atlantic Beach Country Club!
Charles and Koehn Outdoor will partner with you to maximize turf & water management and elevate your properties in sustainable water management.
START-UP PLAN – TRANISTIONING

This includes our comprehensive 30-60-90 days of service to enhance specific areas of concerns and your overall landscape appearance
 KEY BENEFITS
IN Transition

Koehn Outdoor 30-60-90- day Plan Checklist
A site work-flow map and detail schedule during our 30-60-90-day plan.
Provides a highlighted zone map for irrigation, trim schedules, and zone map for detail work being performed after the first 30 days.
Review after the first month, work on any approvals, or wish list items that are identified during that first 30-day period.
Goal is to complete during the 30-60-day window.
At 90 days, we walk the property together to ensure our action and flow plans are meeting expectation for the community.
15

This section outlines the AMELIA CONCOURSE CDD “scope of work” that is our brand promise to deliver a 5-star service best business practices we’ve developed to provide consistence performance to meet expectations

AMELIA CONCOURSE  Scope of Work Services Summary:

REPORTING  &  EFFECTIVE  COMMUNICATION
Your landscape company plays a vital role in maintaining property values, and new residents. At KOEHN OUTDOOR, communication is essential, right up there with learning, experience, appreciation, and teamwork. Become a client, and you will hear from us on a consistence basis. Property managers are busy in their day-to-day of dealing with residents. The communication we provide makes your job easier, makes you look good and improves a true partnership.
Monthly Service Email, Quality Reports, Monthly Irrigation Fertilization/Pest Control Annual Flower Types & Design

You will get a monthly service email featuring the services that will be done on AMELIA CONCOURSE CDD that
month.
What is in store for each Month?
Weekly service visits
Early summer fertilization and turf weed control
Lawn aeration for warm season turf
Irrigation walk through
Summer pruning starts
Any questions or concerns? Your KOEHN OUTDOOR Client Relations Manager’s number is right there in the email.
One Point of Contact & PROACTIVE — Not
Just Reactive

Each property is assigned a KOEHN OUTDOOR Client Relations Manager, your point of reference for any questions, from irrigation to invoicing, weeds to wisteria.
There is no confusion about who you should contact, whatever your question or concern.

30-60-90 DAY PLAN EXECUTION STRATEGY: Property Site: AMELIA CONCOURSE CDD

1
INITIATE
ANNUAL HORTICULTURAL SERVICES CALENDAR
This shows a tentative schedule for AMELIA CONCOURSE CDD
that outlines the timing and occurrences of our planned services. Moreover, this can also be posted to your website or board so that residents can view.

Annual Horticultural Services Calendar.  EXAMPLE
KOEHN
OUTDOOR

																
Tree Malnlenance	AsNeeded	MN	FD	NARaf	AP•	NAY	JUNE	MY	AUG	SEn	OCT	NOV	DEC	TOTAL		
				X											1	
& Pnnng(up ID U-0													X	1
1		
X																

HORTICULTURE CALENDAR –
Lawn Care
ROUND #1: Jan/Feb – Winter Fertilizer Blend, Pre/Post Emergent Weed Controls
ROUND #2: March/April – Spring Fertilizer Blend, Pre/Post Emergent Weed Controls, and Insect Control
ROUND #3: May/June - Late Spring Fertilizer Blend, Weed/Sedge Controls, Chinch Bug Suppression
ROUND #4: July/August - Summer Fertilizer Blend, Weed Control, Chinch Bug Suppression
ROUND #5: Sept/Oct - Fall Fertilizer Blend, Pre/Post Emergent Weed Control, Sedge Control
ROUND #6: Nov/Dec – Winter Fertilizer Blend, Pre/Post Emergent Controls
Fungicides are ONLY applied as needed

HORTICULTURE
CALENDAR – Lawn Care

25

HORTICULTURE CALENDAR –
Ornamental Care
Round #1: January/Feb - Micro-nutrient fertilizer, Overwintering Insect Egg Mass Control, Insect Control, Disease Control
Round #2: March/April - Custom Blended Fertilizer, Insect and Disease Control
Round #3: May/June - Micro-nutrient fertilizer, Insect and Disease Control
Round #4: July/August - Micro-nutrient fertilizer, Insect and Disease Control
Round #5: Sept/October - Custom Blended Fertilizer, Insect and Disease Control
Round #6: Nov/Dec - Micro-nutrient fertilizer, Overwintering Insect Egg mass Control
*This Calendar is only meant to serve as a general guideline. Environmental factors, weather, and product label laws will govern ALL applications dates and material applied. Lawn and Ornamental applications are provided separately, typically rotate monthly, and are each done separately.	26
	
Accurate Pricing: with Aerial Imagery

Koehn Outdoor implements SiteRecon - an AI-based tool - for measuring sites
Automated measurements from SiteRecon are fast and highly accurate
This shortens our response time and ensures that our bids are highly accurate as well.

The accuracy can be attributed to the following factors:
The AI is quite mature and delivers consistent output.
There is a team of dedicated cartographers for ensuring quality control.
SiteRecon uses high-definition aerial imagery from Nearmap that is updated frequently.
This also ensures that you stay up to date with the latest state of your property.

28

ADVANCED AI TECHNOLOGY
Aerial Imagery
for PHASE 3 of Measurements

ADVANCED AI TECHNOLOGY
Aerial Imagery
for PHASE 1-2
of Measurements
Koehn Outdoor Innovative MAP Approach - EXAMPLE

	

PROJECT DETAILS

Client’s Name	GMSNF/AMELIA CONCOURSE CDD	
Billing Address	85200 Amaryllis Ct, Fernandina Beach Fl. 32034	
Property Contact	Daniel Laughlin	
Property Contact Email	dlaughlin@gmsnf@com	
Property Contact Phone	(904) 940.5840	
Contract Effective Date	September 1, 2024	
Contract Expiration Date	August 30, 2025	
Initial Term	One Year-Three Year	
Property Name	Amelia Concourse CDD	
Property Address	85200 Amaryllis Ct, Fernandina Beach Fl. 32034	
Contractor	KOEHN OUTDOOR	
PERFORMANCE STANDARDS

Mowing	Weekly: April 1 – October 31. Bi- Weekly: November 1– to March 31.

In planning for the unique landscape needs of AMELIA CONCOURSE CDD
requires careful attention to detail.
At Koehn Outdoor, our experience professionals will use their extensive training and state-of-the-art equipment to ensure the health and sustainability of your living investment.
IPM – Fertilization & Pest Control
St Augustine: 6 custom blended and spot treatments. Bermuda: 8 Custom blend spot treatments as needed. Irrigated Bahia: 4-6 spot treatments as needed.
Services missed due to inclement weather will be made up as soon as possible. The following table summarizes our planned visits for completing each of the services performed on AMELIA CONCOURSE CDD.
Mulch	$58 per cubic yard

Tree Pruning	Up to 10ft above grade – above 10ft will be proposed

$10,500
TOTAL ADDED VALUE WITH AWARDED CONTRACT

SmartLink Technology for Water Management - The Smart Solution
We can service all your irrigation needs and ensure that your property is using the exact amount of water necessary, to avoid both monetary and environmental waste.
A smart controller with remote monitoring allows for 24/7 access to your site, and dramatically improves response time
Reduce water use as much as 50% (average 38%)
Reduce damage from over/under watering
Minimize liability from hazardous slick spots
Comply with water restrictions while maximizing watering  opportunities and limiting landscape loss
Improve sustainability through water management
Creates visibility and accountability through the photo documented inspection tool

REFERENCES
A Few Top Clients

Top Ten Koehn Client Baptist Hospital Nassau

Tim Bradham: Director Phone: (904) 321-3720

Top Ten Koehn Client
Epping Forrest Mansion, Master HOA

Board President: Bob Coffee Phone: (904) 563-0825

Top Ten Koehn Client Deerwood Country Club HOA

Kristen Sheldon, LCAM - Property Manager
Phone: 904.747.0181 ext. 142

Top Ten Koehn Clients Turtleback Crossing in Sawgrass Village

Homeowners Association Dates: 2023 - Present

Top Ten Koehn Client Oak Bridge at Sawgrass

Homeowners Association Dates: 2024 - Present

Top Ten Koehn Clients Forest Hammock HOA
Contact: Amy Potter (CAM) Associa
P: (904) 367-8532 E: Amy.Potter@cmcjaxfla.com

Homeowners Association Dates: 2021 - Present

Top Ten Koehn Client Addison Park at Nocatee HOA

HOA
Dates: 2021 - Present

	

DESIGN RENDERING PROFICIENCIES

PROPOSED PROJECT STAFFING
The following is a (1) year total manpower summary for grounds AMELIA CONCOURSE CDD. We anticipate staffing as follows:

Suggested Crew Staffing – SAMPLE only
(1) Crew Supervisor (Working/English speaking - assist with various services).
(1) 4 man Mow & Detail Crews for all areas.
(2) Irrigation Tech – for all monthly wet-checks and repair requirements as needed.
(2) Hort Spray Tech – for all fertilization and pest control services per specifications.
In addition to proposed base services crew personnel, KOEHN OUTDOOR offers additional support services via separate written authorization and invoicing for arbor care services over 15’, mulch installation, annual flower installation and landscape and irrigation enhancement and/or modification.
Included within this proposal but not part of the proposed manpower estimates is the additionally provided management and operational support from the assigned Production Manager, Client Relations Manager (CRM), and Operations Leadership/Ownership. The stated manpower are estimates only. The related growing or non-growing seasons, and subsequent services and frequencies to be provided, will dictate the exact number of personnel needed at any given time.
Weather conditions throughout the year may dictate adjustments to the number of required days/weeks of service and required staffing at those times. Regardless of the estimated personnel requirements, the necessary number of site-visits and personnel will be provided for the satisfactory completion of the proposed services. In addition to the proposed personnel, additional labor can/will be provided if needed for extra work items which are not included within the current Scope of Work.
51

The following describes Koehn Outdoor’s evaluation of current property conditions at AMELIA CONCOURSE CDD as it pertains to the boards RFP provided, and suggested solutions to remedy. Our proposal pricing is reflected accordingly:

Select turf areas and plants are exhibiting weed intrusion and compaction. Turf weed populations will be treated with a seasonally appropriate aggressive program. Any compaction areas will be identified with suggested remedies such as aeration and/or soil amendments. Annual Flower beds were heavily populated with weeds. Beds will be manually weeded.
Select plants are exhibiting pest & disease issues. An inspection will be scheduled upon commencement by our Hort Tech to evaluate and treat all issues as required.
In select areas, the turf appears to be mowed too low. We will begin mowing with the mower deck raised to a minimum of 4.75”. This will promote blade and resulting root growth helping establish a stronger, healthier and more pest & disease resistant turf.
In problem leaf areas, Koehn Outdoor will provide leaf removal each service visits as needed during the heavy leaf-drop season to remove leaf build up in the turf and hard surfaces.
All trees will be given more attention to address substantial sucker growth that exists.
Sidewalks and parking areas will be checked regularly and sprayed with non-select herbicide to keep weed populations down.
Many shrub and perennial varieties did not receive the necessary and required seasonal cutbacks in spring. Some appear as though they have not been properly pruned.	Select shrubs can be cut back every year or should be cut back every 2-3 years to keep shrubs full from the bottom up and controlled within the landscape. If not done regularly,	shrubs will become bare at the bottom and leggy. Perennials such as liriope and jasmine ground covers can and should be cut back each year to remove old dead leaves and spent	stalks and promote new fresh growth and a more even growing pattern. Flax Lily should have spent bloom stalks pruned out regularly during the detail cycles. Flax can be pruned	back when necessary but not more often than every 5 years or so. If done too often, Flax Lily plants will weaken and decline, or death will occur.	52

June 1st marks the start to hurricane season with it lasting through the month of November. With uncertainties in the climate, predicting the season can be challenging and, it is always best to be prepared if a storm should make landfall in our area.
To AMELIA CONCOURSE CDD prepare, our management team will be proactively evaluating your property for potential landscape issues that can be prevented prior to a storm. In addition to preparedness, we will ensure that multiple emergency contacts have been provided to the board and staff. Communication can be difficult following major storms so this will help maximize efficiency in relief efforts.
Following a storm, and once it is determined safe to do so, we will dispatch our regular crew to the property for clean-up efforts. Our team will work through the property based on the following priorities:
Clearing of debris blocking vehicle access to ensure emergency personnel can access your property.
Clearing debris from structures that may pose an immediate risk or danger.
Replanting of any plant material that may have a chance to survive if replanted.
Trimming and removal of hazardous damaged limbs that remain in trees.
Any work that our on-site crew is incapable of taking care of (large tree limb failure, uprooted trees, debris caught in canopies etc.) will be billed at a rate of $125 per hour. This price includes the use of all necessary specialty equipment such as lift, chipper, grapple truck, skid steer & stump grinder.
Once the above priorities have been met, we will continue to work diligently to clean up the remainder of site of smaller less hazardous debris. This will include removal of tree limbs and landscape debris left on the ground from any initial efforts. We will also provide options for restoration of all damaged landscaping should this be necessary throughout the community. Regular service/mowing of the site will resume once the clean-up has been complete and the moisture levels in the turf have reduced enough so that our equipment will not cause additional damage.
We encourage you to evaluate your emergency plans to ensure that you and your staff are prepared in the event a damaging storm makes landfall. If we may answer any questions or concerns you may have regarding our plan and your landscaping, please let us know.	53
STATE-OF-THE-ART EQUIPEMENT LIST
The following is a list of equipment owned by Koehn Outdoor that may be used in accordance with the scope of services at AMELIA CONCOURSE CDD .

54

REGISTERED at DBA
D.M. KOEHN LANDSCAPING
AS KOEHN OUTDOOR in State of Florida (locally- owned since 2004)
BUSINESS STRUCTURE: A Corporation
Licenses and Professional Associations

Licenses & Insurance
Certificate of Insurance
Liability
Workman’s Comp
Vehicle
*Full copies are included with awarded contract

SAFETY
Safety Communication No. 1: Safety Briefings
KOEHN OUTDOOR, safety briefings are a daily occurrence between crew managers and crew members. They are often reminders about company safety policies on topics like vehicle seat belt use, cell phone use while operating equipment or the wearing of personal protective equipment (PPE) at work sites.
Safety Communication No. 2: Safety Training
KOEHN OUTDOOR trainings encourage hands-on activities, demonstrations of safe work skills and a commitment to behavioral change targeting safe work practices.
Safety Communication No. 3: Safety Education
The most important information transfer component that closes the loop is safety educating. Our goal throughout this process is to:
Provide reminders and warnings about safe work habits (briefings)
Provide interactive sessions on enhanced safety knowledge and safe workplace behaviors (training)
Ensure attendees retain the knowledge and adopt safe behaviors (educating)
59
TRAINING

Team Member Training –
We regularly evaluate teams for safety, quality and effectiveness in a persistent effort to be better today than we were yesterday.

	At Koehn Outdoor, we incorporate an all- encompassing training program that ensures our crews perform at their peak year-round.
	Listed below are a few of our programs available to teams.
Gardner Certification training through NALP
Horticulture training-
Equipment training
Continuous safety training
Design Expertise training
Arbor care Training -

60

THANK YOU
We look forward to Serving YOU. I'd like to THANK YOU for your time and the opportunity.

Frank Prescuitti
Director of New Business Development

Cell
(904) 962-3590

Office
(904) 716-0683

E-mail frankp@koehnoutdoor.com

Website www.koehnoutdoor.com
Smart Irrigation & Site Management

As a Weathermatic Premier Partner, Koehn Outdoor
provides our clients with unmatched service, site beauty, and

The Smart Choice for Water Management

The Smart Solution
A smart controller with remote monitoring allows for 24/7 access to your site, and dramatically improves response time
Reduce water use as much as 50% (average 38%)
Reduce damage from over/under watering
Minimize liability from hazardous slick spots
Comply with water restrictions while maximizing watering opportunities and limiting landscape loss
Improve sustainability through water management
Creates visibility and accountability through the photo documented inspection tool

Who is Koehn Outdoor?
Koehn Outdoor is a premier provider of landscape management & installation in Northeast Florida.
We install and maintain distinctive commercial landscape environments that maximize the value of our clients property and stand the test of time.
Koehn Outdoor has a highly trained staff of irrigation technicians that can service all your irrigation needs.

Who is Weathermatic?
Leading provider of water conserving technology and service for over 75 years
Full line of irrigation products; including software, controllers, sensors, valves, rotors, sprays, and more.
Products are installed in more the 85 countries
Installed on more than 500,000 locations, saving an average of 38% in water use.
Some valued clients include; JPMorgan Chase, Bank of America, Marriott, Publix, Arby’s, Texas A&M, Clemson University, Associa, FirstService Residential, CBRE, U.S. Capitol Building, Pearl Harbor Memorial

On-site weather station
MAKES AUTOMATIC

HARDWARE ON-SITE
Secure cellular connection
NO PASSWORDS ARE SHARED AND ACCESS IS RELIABLE EVEN AWAY FROM BUILDINGS

You
REMOTE ACCESS BY PHONE, TABLET, OR
Cloud-based solution
CLOUD SERVERS AND SMARTLINK SOFTWARE MAINTAIN CONTINUOUS CONNECTION AND DATA SECURITY
WEATHER-BASED ADJUSTMENTS TO WATERING SCHEDULE
RELAYS SETTINGS AND PROGRAMS TO CONTROL ZONES AND SCHEDULES
COMPUTER TO CONTROL ALL ZONES & SCHEDULES WITH ALERTS & REPORTS

SmartLine Controller and Weather Station
Controller adjusts the amount of water applied daily based on:

high/low temperature
humidity
plant type
soil type
sprinkler type
slope

Weather station set at each controller and communicates wirelessly
Automatic cycle soak to eliminate run-off
Never loses date/time or programing due to power failure
Optionally omit days, times, and dates
Meets EPA Water Sense Criteria

SmartLink Software
Secure, reliable cellular communication
Powered by Amazon Web Services
Programming changes can be made remotely from any web enabled device
In-depth reports of run times and weather data
Asset tagging and zone mapping
Web based inspection reports with photo documentation
Daily alert reporting
Controller programming backup to the cloud
All data stored for life of service plan
HOW MUCH WILL YOU SAVE?

Annual Water Bill	10%	20%	30%	40%	50%	
$1,000	$100	$200	$300	$400	$500	
$2,500	$250	$500	$750	$1,000	$1,250	
$5,000	$500	$1,000	$1,500	$2,000	$2,500	
$10,000	$1,000	$2,000	$3,000	$4,000	$5,000	
$20,000	$2,000	$4,000	$6,000	$8,000	$10,000	
$30,000	$3,000	$6,000	$9,000	$12,000	$15,000	
$50,000	$5,000	$10,000	$15,000	$20,000	$25,000	
$100,000	$10,000	$20,000	$30,000	$40,000	$50,000	
Actual savings will obviously vary based on weather, water rates, historical watering practices and overall sprinkler system efficiency.

What does it cost?
You’ll be able to upgrade to the latest water-saving technology immediately while avoiding large capital outlays - ask your representative for details.

Total Equipment Protection Plan
Fixed cost of ownership with a no questions asked warranty coverage on all Weathermatic equipment
Includes manufacturer defects, lightning, theft, and physical damage
No deductibles or processing fees

Frank Prescuitti
E: frankp@koehnoutdoor.com Mobil: (904) 962-3590
W: www.koehnoutdoor.com
Copyright 2021 Weathermatic. All Rights Reserved
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT INFORMAL RFP
FOR LANDSCAPE MAINTENANCE SERVICES

TABLE OF CONTENTS
INSTRUCTIONS TO PROPOSERS	2
PROPOSAL FORM	4
PART I – GENERAL INFORMATION	4
PART II – PERSONNEL AND EQUIPMENT	6
PART III – EXPERIENCE	7
PART IV -- PRICING	9
SCOPE OF SERVICES	11
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

Landscape Maintenance Services
Nassau County, Florida
INSTRUCTIONS TO PROPOSERS

DATE	EVENT	
June 19, 2024	RFP package available.	
Weekdays between 7 am and 5 pm	Drop-in site inspections available.	
July 17, 2024, at 12:00
p.m. (noon)	Proposals submittal deadline.	
September 1, 2024	Anticipated contract start date (subject to change in the discretion of the District)	

DUE DATE; SUBMISSION. Electronic proposals (“Proposals”) must be received from interested parties (“Proposer(s)”) no later than July 17, 2024, at 12:00 p.m., with one (1) digital copy by email to Daniel Laughlin at dlaughlin@gmsnf.com with a copy to Courtney Hogge at chogge@gmsnf.com with the subject line “Amelia Concourse CDD Landscaping – Proposal.”

Site Visits. Proposers may drop in for site inspections weekdays between 7:00
a.m. and 5:00 p.m.

Proposal Information. All Proposals should include all completed forms and the following information:
A completed and executed Proposal Form and complete proposal pricing.

At least three (3) references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person.
A narrative description of the Proposer’s approach to providing the services as described in the scope of services provided herein.
Copy of current certificate of insurance.
Resumes for on-site supervisory personnel.

Form of Agreement. Proposers should carefully review the form of agreement included in this package to familiarize themselves with required contract terms, insurance requirements, etc.
Protests. This is an informal bid process and no protest rights shall be available.
E-VERIFY. The successful Contractor must comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, to the extent required by Florida Statute, the Contractor must register with and use the United States Department of Homeland Security’s E-Verify system to verify the work authorization status of all newly hired employees and shall comply with all requirements of Section 448.095, Florida Statutes, as to the use of subcontractors. The District may terminate the Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes. By entering into the Agreement, the Contractor will represent that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of the Agreement.

Foreign Influence. By submitting a proposal, the Proposer agrees to comply with the provisions of Section 286.101, Florida Statutes, regarding disclosures of any current or prior interest of, any contract with, or any grant or gift received from a foreign country of concern if such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous five (5) years. Proposer affirms that, except as may be otherwise disclosed or excluded from disclosure under Section 286.101, Florida Statues, Proposer has no such interest in, contract with, or grant or gift from a foreign country of concern as defined in Section 286.101, Florida Statues.

[End of Instructions to Proposers]
PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Company Name Koehn Outdoor/DBA DM Koehn Landscaping	

Street Address  1872 Everlee Road, Jacksonville, Fl. 32216	

P. O. Box (if any)		

City  Jacksonville	 State  Florida	 Zip Code
32216

Telephone
904-716-0683
Fax no. 904-683-5408

1st Contact Name
Frank Prescuitti
Title
Director of New Business Development
Email  frankp@koehnoutdoor.com	
2nd Contact Name	 David Koehn	 Title  President/CEO

Email
david@koehnoutdoor.com

Parent Company Name (if any)
N/A

Street Address 	

P. O. Box (if any)		
City 	 State 	 Zip Code 	
Telephone 	 Fax no. 	

1st Contact Name		 Title 	
2nd Contact Name		 Title 	
Company Standing:
Proposer’s Corporate Form: Corporation

(e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized?
Florida
Date
April 2004

Is the Proposer in good standing with that State? Yes X	No
	
If no, please explain		

Is the Proposer registered with the State of Florida, Division of Corporations and
authorized to do business in Florida? Yes  X  No 	
If no, please explain		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
*See licenses in packet

PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office which would perform work for the District.

Street Address
1872 Everlee Road

P. O. Box (if any)		

City
Jacksonville
State
Florida
Zip Code
32216

Telephone  904-716-0683	Fax no. 904-683-5408	

1st Contact Name 2nd Contact Name
 Frank Prescuitti	 Title Dir of New	
Business Development
 David Koehn	 Title  President/CEO 
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

2	Supervisors, who will be onsite	1

days per week (please attach
resumes for supervisory personnel);
1-2	
Technical personnel, who will be onsite
1 days per as needed; and
4		Laborers, who will be onsite  1  days per week.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture,
horticulture, or other relevant fields of expertise? Yes  X  No 	 If yes, please provide
the following information for each person (attach additional sheets if necessary):
Name: Steve Gorman - 26 years experience	
Position / Certifications: Director of Horticulture	
Duties / Responsibilities: Leads all techs	

Subcontractors - If any of the work is proposed to be performed by subcontractors, provide a list of all subcontractors that will be hired by the Proposer to perform certain services described in the scope of services. For each subcToynptreactteorxtprhoevriede the
following:
A description of the services the subcontractors will be performing for the Proposer.
A description of the subcontractor’s qualifications for the services they will be
performing for the Proposer.
PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously?
Yes X	 No 		If yes, please provide a list of community development districts served on a
separate sheet.

Please provide the following information for at least 3 references. Attach additional sheets if necessary.
Project #1 Name/Location: Deerwood Improvement Association - Jacksonville	
Contact: Heather Beladi	 Contact Phone:
(.904 490 5230, (904) 447-9098

E: hbeladi@vestapropertyservcies.com
Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
General maintenance includes mowing, weed control,

pruning/shrubs, ground cover, edging, air blowing with monthly site inspections. Irrigation & water managemnt & monthly inspections with electronic reports.
Fertilization, and turf pesticide
*See horticulture annual program in PPT that is cusomtized for each community

Is this a current contract? Yes  X  No 	

Project #2 Name/Location:
Epping Forest - Jacksonville
Contact: Dan Cook	 Contact Phone:
(904) 739-7200

Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
General maintenance includes mowing, weed control,

pruning/shrubs, ground cover, edging, air blowing with monthly site inspections. Irrigation & water managemnt & monthly inspections with electronic reports.
*See horticulture annual program in PPT that is cusomtized for each community

Is this a current contract? Yes X	
No 	

Baptist Nassau: Contact: Tim Bradham. Contact Phone: (904) 321-3720.
Your Company's Scope of Work: General maintenance includes mowing, weed control, pruning/shrubs, ground cover, court yards, edging, blowing with monthly site inspection reports.Irrigation monthly report with map.

Is this a current contract: Yes
Project #3 Name/Location:
Wynnfiled Lakes
Contact: GMSNF	 Contact Phone:  Daniel Laughlin	
Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control,
thatch removal, irrigation, etc.):
General maintenance includes mowing, weed control,

pruning/shrubs, ground cover, edging, air blowing with monthly site inspections. Irrigation & water managemnt & monthly inspections with electronic reports.
*See horticulture annual program in PPT that is cusomtized for each community

Is this a current contract? Yes  X  No 	

Is the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No  X 	If yes, please provide:
The names of the entities  N/A for all	
The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

PROPOSAL FORM PART IV -- PRICING
NOTE: If pricing is not provided for subsequent renewal terms, it will be assumed that prices will remain the same through each of the three potential annual renewal terms. Please attach additional sheets as needed to provide pricing for future years.

See scope of services attached to proposed contract for service details.

	First Year	Second Year	Third Year	
Base Services				
Amenity Center, Main Entrance, Second Entrance, Phase 1 &2 Pond Banks, Amelia Concourse Blvd – CDD Tracts, Intersection of Windflower Trail and Amaryllis Ct – CDD Tract				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning;
monthly site inspection)	$34,682.	$35,722.	$36,794.	
Irrigation (inspections and control)	$2,540.	$2,616.	$2,695.	
Fertilizer and Turf Pesticide (Labor and
materials)	Type text here
$9,868.00	
$10,164.	
$10,469	
Total – Base Services	$47,090.	$48,502.	$49,958.	
Phase 3 Pond Banks Option				
General Maintenance (mowing; weed control; pruning – plants, shrubs, ground cover; edging; trash removal; minor erosion control; air blowing; storm drain surface cleaning;
monthly site inspection)				
Irrigation (inspections
and control)				
Fertilizer and Turf
Pesticide (Labor and materials)				
Total – Phase 3 Services	$16,958.00	$17,466.00	$17,990.00	
Add-On Services				
Palm Pruning (1x annually) (provide cost for total property palm
pruning)	

$1,200.00	

$1,200.00	

$1,200.00	
Cypress Mulch and Pine Straw application	$6,380 bi-annually	$6,380 bi-annually	$6,380 bi-annually	

Type text
SCOPE OF SERVICES
Maintenance Area/Map

Amelia Concourse Blvd maintenance area Phase 3 pond bank maintenance area Phase 1 and 2 pond bank maintenance area
EXHIBIT “B” SCOPE OF SERVICES

This exhibit is for contracted landscape maintenance and shall apply to all property governed or owned by Amelia Concourse Community Development District.
Currently, this scope includes the following areas:
Amenity Center
Main Entrance
Second Entrance
Phase 2 pond banks
Phase 1 pond banks
CDD owned tracts/easements along Amelia Concourse Blvd (See Map)
CDD owned tract at the intersection of Windflower Trail and Amaryllis Court
*Note – Please provide cost to maintenance Phase 3 pond banks as a separate option/additional fee.

Services	Cost	Frequency	
Moving of grass, no more than 4” high, removing no more than 1/3 of grass height with each mowing	Included	Weekly during growing season and as needed
during the dormant season	
Weed control. Pre-emergent and contact herbicides shall be applied and hand weeding will be performed.	Included	As needed to
maintain clean appearance	
Pruning of plants, shrubs, and ground cover. All plants, shrubs, and groundcovers (including palmettos in natural areas) will be pruned according to species and acceptable horticultural practices. Pruning will be performed to remove dead and damaged growth, to develop the natural form of the plant and to create the effect
intended. Formal hedges will be pruned more regularly to maintain a hedge type appearance.	Included	2-3 times annually or as needed	
Edging of plant beds, walkways, driveways, paved areas, and around installations such as signage, public utility equipment, valves, and sprinkler equipment.	Included	Weekly during growing season and as needed during dormant season	
All landscape size trees, palms, and evergreens, in landscaped areas, shall be fertilized twice annually to stimulate root growth and
the general vigor or the tree.	Included	As needed	
All palms are to be pruned once annually.	Provide cost	Annually	
Removal of normal trash and debris from streets, roads, parking areas, sidewalks, walkways, driveways, and the landscaped and
natural areas within the area of scope.	Included	Weekly	
Minor erosion control.	Included	As needed	
Air blowing of sidewalks, pool, deck, and parking areas.	Included	Weekly	
Application of fertilizer to shrubs and ornamental beds.	Included	As needed	
Application of pesticides to shrubs and ornamental beds.	Included.	As needed	
Application of pesticides and fertilizer to turf.
Winter (February-March)
Appropriate granular fertilizer; pre-emergent weed control to help prevent crabgrass and other summer weeds from emerging in the spring; post-emergency broadleaf weed control.
Spring (March-April)
Post-emergency broadleaf weed control; turf-damaging insect control; fungus control (as needed.)
Late Spring (May-June)
Liquid iron with micro-nutrients; turf damaging insect control; fungus control.
Summer (June-July)
Appropriate granular fertilizer/nutrient; turf-damaging insect control; fungus control.
Early Fall (August-September)
Granular control release fertilizer; turf damaging insect control; fungus control.
Late Fall (October-November)
Muriate of Potash; pre-emergent weed control; post emergent weed control; fungus control (as needed.)	Included	Six times annually or when appropriate	
Surface cleaning of storm drains.	Included	As needed	
Emergency Repairs. The contractor shall be available at all times necessary to prevent property damage or injury.	Included	As needed	
Application of cypress mulch and pine straw.	Provide Cost	Bi-annually	
Inspection of the irrigation system to provide proper water coverage of all plant material and proper clock operation. Contractor
shall shut down the irrigation system when freezing weather is forecasted.	Included	Monthly	
Make repairs to the irrigation system to keep it in proper working order.	Cost of parts and labor to be paid by CDD expect when damaged to heads caused by landscaper or landscaper equipment.	As needed	
Seasonal planning of season flowers shall be planted by the
contractor in the existing designated flower beds.	Provide Cost	Four times per
year	
Monthly site inspection to be performed by a member of the landscape team management and written report submitted each month for review.	Included	Monthly	
Form of Agreement

Type text here
AGREEMENT
FOR LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES
THIS  AGREEMENT  (“Agreement”) is made and entered into this	17	day of
July
, 2024, by and between:

AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT, a
local unit of special purpose government established pursuant to Chapter 190, Florida Statutes, located in Nassau County, Florida, with a mailing address of c/o Governmental Management Services – North Florida, LLC, 475 West Town Place, Suite 114, St. Augustine, Florida 32092 (hereinafter "District"), and

Koehn Outdoor
, a  landscape contractor
, with a mailing address of

1872 Everlee Road, Jacksonville, Fl. 32216
the District, the “Parties”).
(the “Contractor,” and collectively with

Recitals

Whereas, the District is a special purpose unit of local government established pursuant to and governed by Chapter 190, Florida Statutes, for the purpose of planning, financing, constructing, operating, and/or maintaining certain infrastructure, including landscaping; and

WHEREAS, the District has a need to retain an independent contractor to provide landscape and irrigation maintenance services for those lands identified on the location map (“Services Area Map”), attached as Exhibit A to this Agreement and incorporated by reference herein; and

WHEREAS, Contractor represents that it is qualified to provide such services and has agreed to provide to the District those services identified in Exhibit B attached hereto and incorporated by reference herein (“Scope of Services”).

Now, Therefore, in consideration of the mutual covenants contained in this Agreement, it is agreed that the Contractor is hereby retained, authorized, and instructed by the District to perform in accordance with the following covenants and conditions, which both the District and the Contractor have agreed upon:

Incorporation of Recitals. The recitals stated above are true and correct and are incorporated by reference as a material part of this Agreement.

Description of Work and Services.

The District desires that the Contractor provide lawn and landscape maintenance services within professionally accepted standards. Upon all parties signing this Agreement, the Contractor shall provide the District with the specific services identified in the Scope of Services.
While providing the services identified in the Scope of Services, the Contractor shall assign such staff as may be required, and such staff shall be responsible for coordinating, expediting, and controlling all aspects to assure completion of the services.

The Contractor shall provide the specific professional services as identified in Section 3 of this Agreement.

Scope of Landscape Maintenance and Irrigation Services. The duties,
obligations, and responsibilities of the Contractor are described in this Agreement and in the Scope of Services, attached hereto as Exhibit B. Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District, so long as such services comply with this Agreement and Florida law.

Manner of Contractor’s Performance. The Contractor agrees, as an independent contractor, to undertake work and/or perform or have performed such Scope of Services as specified in this Agreement or any addendum executed by the Parties or in any authorized written work order by the District issued in connection with this Agreement and accepted by the Contractor. All work shall be performed in a neat and professional manner reasonably acceptable to the District and shall be in accordance with industry standards. The performance of all services by the Contractor under this Agreement and related to this Agreement shall conform to any written instructions issued by the District.

Should any work and/or services be required which are not specified in this Agreement or any written amendment, addenda, or work authorization, but which are nevertheless necessary for the proper provision of services to the District, such work or services shall be fully performed by the Contractor as if described and delineated in this Agreement.

The Contractor agrees that the District shall not be liable for the payment of any work or services unless the District, through an authorized representative of the District, authorizes the Contractor, in writing, to perform such work.

The District Manager will initially act as the District’s representative with respect to the services to be performed under this Agreement. The District’s representative shall have complete authority to transmit instructions, receive information, interpret and define the District’s policies and decisions with respect to materials, equipment, elements, and systems pertinent to the Contractor’s services.

If requested by the District Manager, the Contractor agrees to meet with the District’s representative no less than one (1) time per month to walk
the property to discuss conditions, schedules, and items of concern regarding this Agreement.

In the event that time is lost due to heavy rains (“Rain Days”), the Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the same week as any Rain Days. The Contractor shall provide services on Saturdays if needed to make up Rain Days, but shall not provide services on Sundays.

Contractor shall use all due care to protect the property of the District, its residents, and landowners from damage. Contractor agrees to repair any damage resulting from Contractor’s activities and work within twenty-four
(24) hours.

Contractor shall be obligated to ensure that all trees, plants, or other vegetation that are located near any roadways and being maintained in accordance with this Agreement comply with all local, State and Federal line-of-sight requirements, among any other applicable regulations.

Compensation.

In exchange for providing the Scope of Services identified in this
Agreement, the District shall
be paid
to Contractor, for a

total not to exceed 	 ($ 47,052	) for twelve (12) months (the "Contract Price"). Any additional compensation for additional duties shall be paid only upon the written authorization of the District Manager or its designee. Contractor shall provide the District with a monthly invoice before the last day of each contractual service month representing the monthly installment due for that month and District shall pay said invoice within thirty (30) days.
If the District should desire additional work or services, or to add additional lands to be maintained, the Contractor agrees to negotiate in good faith to undertake such additional work or services.

The District shall have the right to require, as a condition precedent to making any payment, evidence from the Contractor, in a form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.
The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render monthly invoices to the District, in writing. These monthly invoices are due and payable within thirty (30) days of receipt by the District. Each monthly invoice will include such supporting information as the District may reasonably require the Contractor to provide.

TERM. This Agreement is effective as of the date first written above and shall continue for a period of twelve (12) months unless terminated pursuant to the provisions of this Agreement. The Agreement shall automatically renew for two (2) additional one-year terms unless terminated as provided for herein.

Insurance.

The Contractor, and any subcontractor performing the work described in this Agreement, shall maintain throughout the term of this Agreement the following insurance:

Worker’s Compensation Insurance in accordance with the laws of the State of Florida.

Commercial General Liability Insurance covering the Contractor’s legal liability for bodily injuries, with limits of not less than
$1,000,000 combined single limit bodily injury and property damage liability, and covering at least the following hazards:

Independent Contractors Coverage for bodily injury and property damage in connection with any subcontractors’ operation.

Employer’s Liability Coverage with limits of at least $1,000,000 per accident or disease.

Automobile Liability Insurance for bodily injuries in limits of not less than $1,000,000 combined single limit bodily injury and for property damage, providing coverage for any accident arising out of or resulting from the operation, maintenance, or use by the Contractor of any owned, non-owned, or hired automobiles, trailers, or other equipment required to be licensed.

The District, its officers, staff, consultants, agents, and supervisors shall be named as additional insureds and certificate holders. The Contractor shall furnish the District with the Certificate of Insurance evidencing compliance with this requirement. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy
periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of at least A-VII.

If the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in which event, the Contractor shall pay the cost for that required insurance and shall furnish, upon demand, all information that may be required in connection with the District’s obtaining the required insurance.

Indemnification.

Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, and paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

Contractor agrees to defend, indemnify and hold harmless the District and its officers, agents and employees from any and all liability, claims, actions, suits or demands by any person, corporation or other entity for injuries, death, property damage or of any nature, arising out of, or in connection with, the work to be performed by Contractor, including litigation or any appellate proceedings with respect thereto. Contractor further agrees that nothing herein shall constitute or be construed as a waiver of the District's limitations on liability contained in section 768.28, Florida Statutes, or other statute. Any subcontractor retained by the Contractor shall acknowledge in writing subcontractor’s acceptance of the terms of this Section 8.

Compliance with Governmental Regulation. The Contractor shall keep, observe, and perform all requirements of applicable local, State, and Federal laws, rules, regulations, or ordinances. If the Contractor fails to notify the District in writing within five (5) days of the receipt of any notice, order, required to comply notice, or a report of a violation or an alleged violation, made by any local, State, or Federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Agreement or any action of the Contractor or any of its agents, servants, employees, or materialmen, or with respect to terms, wages, hours, conditions of employment, safety appliances, or any other requirements applicable to provision of services, or fails to comply with any requirement of such agency within five (5) days after receipt of any such notice, order, request to comply notice, or report of a violation or an alleged violation, the District may terminate this Agreement, such termination to be effective upon the giving of notice of termination.
LIENS AND CLAIMS. The Contractor shall promptly and properly pay for all labor employed, materials purchased, and equipment hired by it to perform under this Agreement. The Contractor shall keep the District’s property free from any materialmen or mechanic’s liens and claims or notices in respect to such liens and claims, which arise by reason of the Contractor’s performance under this Agreement, and the Contractor shall immediately discharge any such claim or lien. In the event that the Contractor does not pay or satisfy such claim or lien within three (3) business days after the filing of notice thereof, the District, in addition to any and all other remedies available under this Agreement, may terminate this Agreement to be effective immediately upon the giving notice of termination.

Default and Protection Against Third-Party Interference. A default
by either Party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

CUSTOM AND USAGE. It is hereby agreed, any law, custom, or usage to the contrary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the terms of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing; and further, that the failure of the District at any time or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner contrary to the specific conditions and agreements of this Agreement, or as having in any way modified or waived the same.

SUCCESSORS. This Agreement shall inure to the benefit of and be binding upon the heirs, executors, administrators, successors, and assigns of the Parties to this Agreement, except as expressly limited in this Agreement.

TERMINATION. The District agrees that the Contractor may terminate this Agreement with or without cause by providing sixty (60) days’ written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days’ written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for 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 the Contractor.

Permits and Licenses. All permits and licenses required by any governmental agency directly for the District shall be obtained and paid for by the District. All other permits or licenses necessary for the contractor to perform under this Agreement shall be obtained and paid for by the Contractor.
ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement without the prior written approval of the other. Any purported assignment without such approval shall be void.

INDEPENDENT CONTRACTOR STATUS. In all matters relating to this Agreement, the Contractor shall be acting as an independent contractor. Neither the Contractor nor employees of the Contractor, if there are any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. The Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of the Contractor, if there are any, in the performance of this Agreement. The Contractor shall not have any authority to assume or create any obligation, express or implied, on behalf of the District and the Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

Headings for Convenience Only. The descriptive headings in this Agreement are for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Agreement.

Enforcement of Agreement. In the event that either the District or the Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys' fees and costs for trial, alternative dispute resolution, or appellate proceedings.

AGREEMENT. This instrument shall constitute the final and complete expression of this Agreement between the District and the Contractor relating to the subject matter of this Agreement. Exhibits attached hereto are provided to clarify the terms of the Agreement. To the extent that any terms and provisions of Exhibit A or Exhibit B conflict with the terms and provisions of this Agreement, this Agreement shall control.

AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

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

NOTICES. All notices, requests, consents and other communications under this Agreement ("Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:
If to the District:	Amelia Concourse Community
Development District
c/o Governmental Management Services, LLC 475 West Town Place, Suite 114
St. Augustine, FL 32092 Attn: District Manager

With a copy to:	Kilinski | Van Wyk PLLC
517 E. College Avenue Tallahassee, Florida 32301 Attn: District Counsel

If to the Contractor:
Koehn Outdoor

 1872 Everlee Road,	 Jacksonville, Fl. 32216

Attn: Frank Prescuitti

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

Third-Party Beneficiaries. This Agreement is solely for the benefit of the District and the Contractor, and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

CONTROLLING LAW; VENUE. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. The exclusive venue for any dispute arising under this Agreement shall be in a court of appropriate jurisdiction in and for Nassau County, Florida.
EFFECTIVE DATE. This Agreement shall be on the date first written above and shall remain in effect in accordance with Section 6 above, unless terminated earlier by either of the District or the Contractor in accordance with the provisions of this Agreement.

PUBLIC RECORDS. The Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Governmental Management Services, LLC (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall: (1) keep and maintain public records required by the District to perform the service; (2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; (3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and (4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT DLAUGHLIN@GMSNF.COM, (904) 940-5850 X401, 475 WEST TOWN PLACE, SUITE 114, ST. AUGUSTINE, FLORIDA 32092.
SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

Arm’s Length Transaction. This Agreement has been negotiated fully between the District and the Contractor as an arm's length transaction. The District and the Contractor participated fully in the preparation of this Agreement with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this
Agreement, the parties are each deemed to have drafted, chosen, and selected the language, and any doubtful language will not be interpreted or construed against any party.

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

E-VERIFY. Contractor shall comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, to the extent required by Florida Statute, Contractor shall register with and use the United States Department of Homeland Security’s E- Verify system to verify the work authorization status of all newly hired employees and shall comply with all requirements of Section 448.095, Florida Statutes, as to the use of subcontractors. The District may terminate the Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes. By entering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.

Public Entity Crimes. Contractor certifies, by acceptance of this Agreement, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction per the provision of section 287.133(2)(a), Florida Statutes.

Scrutinized Companies. In accordance with Section 287.135, Florida Statutes, Contractor represents that in entering into this Agreement, neither it nor any of its officers, directors, executives, partners, shareholders, members, or agents is on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, or the Scrutinized Companies that Boycott Israel List created pursuant to Sections 215.4725 and 215.473, Florida Statutes, and in the event such status changes, Contractor shall immediately notify the District. If Contractor is found to have submitted a false statement, has been placed on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Terrorism Sectors List, or has been engaged in business operations in Cuba or Syria, or is now or in the future on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel, the District may immediately terminate this Agreement.

[Remainder of Page Intentionally Left Blank]
In Witness Whereof, the Parties execute this agreement as of the day and year first written above.

AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

Chairperson, Board of Supervisors

By:

Print: 	
Its: 	

Exhibit A:	Service Area Map
Exhibit B:	Scope of Services
Exhibit A Service Area Map

2

[to be added]
Exhibit B Scope of Services

[to be added]
2023 • 2024 LOCAL BUSINESS TAX RECEIPT
JIM OVERTON, DUVAL COUNTY TAX COLLECTOR
231E. For9ythSlreal, Suite130, Jacksonville, FL 32202-3370 Phone: (904) 255-5700, option 3  Fax: (904) 255-8403
https:/ltaxcollector,coJ.net/
Note -A pena!ly is imposed for failure to keep this receipt exhibited conspicuously at your place of business. This business tax receipt is furnished pursuant to Municipal Ordinance Code, Chapters 770-772, for the period October 01, 2023 through September 30, 2024 .

D M KOEHN LANDSCAPING INC 1872 EVERLEE RD
JACKSONVILLE, FL 32216

ACCOUNT NUMBER: BUSINESS NAME: PHYSICAL ADDRESS:
99256
D M KQEHN LANDSCAPING INC 1872 EVERLEE RD
JACKSONVILLE, FL 32216-314'1

CLASSIFICATION CODE:  326006 PUBLIC $ERVICE.0R REPAIR, NOT SPECIFIED

STATE LICENSE NO:

COUNTY TAX: MUNICIPAL TAX: COUNTY LATE PENALTY:
MUNICIPAL LATE PENALTY: TOTAL TAX:

93.75
296.25
0.00
0.00
390.00

VALID UNTIL September 30, 2024

***ATTENTION***
THIS RECEIPT IS FOR BUSINESS TAX RECEIPT ONLY.
CERTAIN BUSINESSES MAY REQUIRE ADDITIONAL STATE LICENSING.

This rs a business tax receipt only. ll does not permit the receipt holder to violate any existing regulatory or zoning laws of the County or City. It does not exempt the receipt holder from any other license or permit required by law. This is not a certification of the receipt holder's qualifications,
-z...«::>.,
JIM OVERTON, TAX COLLECTOR

THIS BECOMES A RECEIPT AFTER VALIDATION.
Paid INT-24-00570911"1	0112612023  • 390.oo
RENEWAL

----- 	a,	,...,   	---------		
License Certificate
PENNY STEVEN E
Thisis to certify that
is the qualifying agent for	OM KOEHN LANDSCAPING, INC.

and has met all the requirements of law and this Board and is
,		certified as a	IRRIGATION CONTRACTOR contractor expires		SEPTEMBER 30, 2025
No:
Date Issued :
331 10/2/2023
Clifford D. Snell
CHAIRMAN

This certificate must be renewed by SEPTEMBER 30, 2025	to remain valid. An application for renewal must be filed with the Boardby September 30th to obtain a new card. This certificate is void unless signed and requested information is supplied on reverse side. This certificate must be carried on person at all times while working.

This is to certify that the following licensee has met all the requirements of law and this Board and therefore this License certificate is renewed as follows:
Q/A :	PENNY STEVEN E

Name:	OM KOEHN LANDSCAPING, INC.
CITY OF JACKSONVILLE, FLORIDA CONSTRUCTION TRADES
QUALIFYING BOARD

Type:
No:	-	331

	Date issued :	10/2/2023		
Address:	1872 EVERLEE ROAD	License Year:	2023 / 2025	

JACKSONVILLE	FL
32216
Expiration Date SEPTEMBER 30, 2025

s::t :n':8c !c o?
License No: BL-6312	.,
PENNY,STEVEN E.
D.M. KO'ERN LANDSCAPING INC OBA KOEHN
OUTDOOR
D08: t0/27/1956
rssued: 8f7/?02-3
Expires: 9/30/2025
1101111.,6""Rd 1/rrou.gh up/,u1/011dot , unlt.tt.<OOfl4r dl.tq!lallji d

City of Palm Coast
Local Business Tax Receipt
THIS TAX RECEIPT EXPIRES 09/30/2024

Business Name:	DM KOEHN LANDSCAPING INC.
Business Location: 1872 EVERLEE ROAD Mailing Address:

Business Tax Receipt Number
18268
Business JD: 22100
DM KOEHN LANDSCAPING INC. 1872 EVERLEE ROAD
JACKSONVILLE, FL 32216
Phone Number:

Local Business Tax Receipt
The issuance of this Business Tax Receipt based upon payment of the tax:In no way confers any right to violate any law, ordinance or regulatlon of this State, Flagler County or City of Palm Coast. Payment of the tax does not grant or determine any land use, zoning or development approval of any kind under Federal, State or local law. rule, regulatlon, code or ordinance. Anyquestions regarding this Business Tax Receipt should be directed to the city at (386) 986-3700.

Classification: D023 • LANDSCAPING SERVICES Date Issued: 07/01/2023
This Tax Receipt is NOT Transferable
POST IN A CONSPICUOUS PLACE

Business Tax Department

Office Copy Only

KEEP THIS COPY FOR YOUR RECORDS	City of Palm Coast
Local Business Tax Receipt
THIS TAX RECEIPT EXPIRES 09/30/2024	Business Tax Receipt Number 18268	
Business Name:	OM KOEHN LANDSCAPING INC.	Business ID: 22100
Business Location:	:1872 EVERLEE ROAD
Mailing Address:	PM KOEHN LANDSCAPING INC.	Phone Number: 1872 EVERLEE ROAD
JACKSONVILLE, FL 32216			
Local Business Tax Receipt
The Issuance or this Business Tax Receipt based vpon payment of the tax in no way confers any right to violate any law. ordinance or regulallon of this State, Flagler County or City of Palm Coast. Payment of the lax does not grant or determine anyland ose, zoning or development approval of any kind under Federal. State or local law. rule. regulation. code or ordinance. Any questions regarding this Business Tax Receipt should be directed to the city at (386) 986-3700.

Classification: D023 - LANDSCAPING SERVICES Date Issued:	07/01/2023

Business Tax Department	

		
This Receipt is issued pursuant to County ordinance 87-36
2023/2024 ST. JOHNS COUNTY LOCAL BUSINESS TAX REMINDER
MUST BE DISPLAYED IN A CONSPICUOUS PLACE

Account
EXPIRES

1060174
September 30, 2024

Business Type	Landscaping and Maint

New Business

Jacksonville FL 32216
-.

Mailing	49 Tallwood Rd
Address	Jacksonville Beach, FL 32250
Total	24.20

DENNIS W. HOLLINGSWORTH ST. JOHNS COUNTY TAX COLLECTOR

This form becomes a receipt only when validated below Paid by receipt(s) 2023-7500970 on 10/10/23 for $24.20

Thisreceipt does not constitute a franchise, an agreement, permission or authority to perform the services or operate the business described herein when a franchise, an agreement, or other county commission, state or federal permission or authority is requiredby county. state or federal law.

Floridc1 Dcpanment of Agriculture and Consumer Services Division of Consumer Services
2005 Apalachee Pkwy
Tallahassee. Florida 32399-6500
June 24, 2023

D. M. KOEHN LANDSCAPING, INC.
1872 EVERLEE RD
.JACKSONVlLLE, PL 32216-3141

SUBJECT: AGRICULTURAL DEALER LICENSE· BUYER CERTIFICATE
ISSUED TO: D. M. KOEHN LANDSCAPING, INC. LICENSE#:	AD38

This buyer certificate ,s issued pursu!:lnt to Chapter 604, Florida Statutes. This ce11iticate is valid only for the person and license number listed. Any changes to this certificare (such as transfer or termination of employment), must be reported to the Bureau of Compliance at 850-617- 7150 immediately.

Cut Here

State of Florida
Department of Agriculture and Consumer Services Division of Consumer Sen'ices
2005 ApaJachee Pkwy
Tallahassee, Florida 32399-6500
Rcgisu·ation No.: AD38
Issue Date:	.lune 23, 2023
Expiration Date;  May 23, 2024

POST CERTIFICATE CONSPICUOUSLY
License as Dealer in Agriculture Products

Section 604. J5-60430, Florida Starutes

D. M. KOEHN LANDSCAPING, INC.
1872 EVERLEE RD
JACKSONVILLE, FL 32216-3141
l  
WILTON SIMPSON
COMMISSIONER OF AGRICULTURE
ACORY	CERTIFICATE OF LIABILITY INSURANCE	I

COVERAGES	CERTIFICATE NUMBER: 0	REVISION NUMBER:0
THIS 15 TO CERTIFY l'HAT THE POLICIES OF INSURANCE LISTED BELOW HA\'( BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING Alff REQUIREMEl'lT. TERM OR CONDITION Of AAY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAll'f, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED r!Ef!EIN iS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH PQUCIES.. LIMITS SHOWN MAY HAVE BEliN REDUCED BY PAID ClAIMS..
l Jl	T'/PE 0 IIISURAIICC
-X COMMERCIAi. OENERALLIABILITY
/19.P.,L t\1.1!!'	POLICV NUIABER
POLICY •ff
POLICY r,xp

EACHOCCURRENCE
LIMITS

Sl,000.000
7clAJMS·MADE (xloacu
A -	-------

N	N	6098657

08/01/2023

08/01/2024
P., AOE TO_ EKTED PREMISES
MEO E)(f> ,My one person)
PEA!;ONAL& AOVINJUA.V'
$100,000
$5,000
$1000000

-	□	l"<N<D61	,.
i, nnnnnn
POLICY	•{J; OTHER:
TOMOBILE LIAS/UH
)( W,YAllTO
>-
Loe:
PROl>iJCTS g COMP/OP AOO

fi:  : KSINOLE LIMIT
8001LV IIIJURV l ttPe'10<\I
S2,000,000

$1,000,000·
A ,-
QWNEDAUTOSONLY - Ul£0	N N
6098657
08/01/2023
0810112024
8001LV INJURY IP•r A<tlchnO
,_t<IAEOAVTOSONLY - $'-'dtl
rp AMAO•

, UM8 ELLA LIAS	_!OCCUR
-EACH OC<:URRENCE

$5000,000
A	£XCESSLIAB
ogo I ks.1t: 111o-i
WORKERS COMPENSATION
CU\IMS·MAO:	N	N
6108353
08/01/2023
08/0112024
AGOREGATE

IPEiiSTATUTE I PTHER
$5,000,000
,.HD EMPLOYERS' LIABILITY
/ll>IY PROPRJETOR/PARTrl£R/ EX£Cl1T1\lf: OF'FICERIMEMBER £XCLij0ED7
(Mandetory fn HH)
If Yet, desc.flee. \l'tder
DE$CIUPTION OFOP-£RATION5 b,low

--

NIA

E.L EACHACCIDENT
E,L 016EA5E EA EMPLOY[[
£.L DISEASE PO-tCY LIMIT

--
OESCRIPTION Of OPERATIONS I LOCATIONS I VEHICLiES jACORO 101, Additional R1tt1artc.1. Sch■dule. m1y be Attachedif mo,. t,pac:eh r u1t•dl
THIS COPY IS T TO BE REPRODUCED FOR ISSUANCE OF CERTIFICATES.

CERTIFlCAlE HOLDER	CANCEL\ATION
A CERTIFICATE HAS BEEN FILED WITH EACH OF YOUR	O O CER°TIFICATE HOLDERS.	SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THEEXPIRATION DATE THEREOF, NOTICE WILLBE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.	
	AUTHORIZEDREPRESENTATIVE	

ACORD 25 ( 16/03)
@ 1988-2015 ACORD CORPORATION. All rt ts reserved.
The ACORD name and logo ar-e registered marlts of ACORD
Ac9,RD•	CERTIFICATE OF LIABILITY INSURANCE	I

COVERAGES	CERTIFICATE·NUMBER: 0	REVISION NUMBER: 0
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE
ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED SY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS ANO CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.												
I ,!!	TYPE OF INSURANCE	el?.!>.!-	1t	POLICY NUMBER	POLICY EFF	..POLICY €XP	LIMITS					

A
11	-X COMMERCIALGENERAL LIABILITY
QcLAIMS.f,IAOE @occuR
-
-	□
GEN\ AGGREGATE UM11' APPLIESPER:
POLICY	Otc?r	LOC OTHER:	

N	

N	

6098657	

OB/01/2023	

08/01/2024	EACH OCCURRENCE	$1,000,000				
							P. - .!_?_!IENTEO PREMISES	$100,000				
							MEO EXP(AAy an•P•"""I	$5,000				
							PERSONAL & ADVINJURY	$1 000000				
							GENERAL AnGREGATE	, ooonoo				
							PRODUCTS & COMP/OP AGG	$2,000,000				

A	AUTOMOBILE LIABIUn'	

N	

N	

6098657	

08/01/2023	

08/01/2024	fE  clfi,&llNGLE LIMIT	$1,000,000				
	--X--
--	ANY AUTO						BOOILY INJURY(PerPenon)				
		OWNEOAUTOS ONLY HIREO AUTOS ONLY	- S$EDUIEO
,-1\U OS
,-A N •CONSOINN						BOOILY INJURY (Per Accidl!nQ			
									rJ!_O E ;!,'!_f?,AMAGE			

A	-X	UMBRELLA LIAB
excess LIAB	OCCUR	
N	
N	
6108353	
08/01/2023	
08/01/2024	EACHOCCURRENCE	$5,000,000		
									AGGREGATE	$5,000,000		
				CLAIMS-MADE								
		OED I	IRtm:""10!!I										
	WORKERS COMPEl"SATION
AND EMPLOYERS' LIA81LITY	L
ANYPROPRIETORll'ARTNE!UEXECUTIVE
iOFFICER/MEM8ER EXCLUDED?
(MMdotory in l"HI
f yes, ducribe uniter
DESCRIPTION OFOPERATIONS bl!low	

NIA					IPER STATUTE I brHER					
							E.LEACH ACCIOENT					
							E,L DISEASE £AEMPLOYEE					
							E.LDISEASE·POUCY LIMIT					
												
DESCRIPTION OFOPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Addlli011al Remorlt• ScheliJle, may be 1ttachedi1 more spaceis required)
THIS COPY IS NOT TO BE REPRODUCED FOR ISSUANCE OF CERTIFICATES.												
CERTIFICATE HOLDER	CANCELLATION
A CERTIFICATE HAS BEEN FILED WITH EACH OF YOUR	,o0
CERTIFICATE HOLDERS.	SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.	
	)-,-0- p6 - t. /4.A
AUTHORIZ£D REPRESENTATIVE	

ACORD 25 (2016'03)
@ 1988-2015 ACORD CORPORATION. All ri"11:s reserved.
The ACORD name andlogo are registered martcs of ACORD

SEVENTH ORDER OF BUSINESS

Amelia Concourse

Community Development District

Approved Budget
FY2025

Presented by:

Table of Contents

1-2

3-6

7-8

9-10

11-12

13
	General Fund

	Narratives

	Debt Service Fund Series 2007

	Debt Service Fund Series 2016

	Debt Service Fund Series 2019A

	Capital Reserve Fund

14		Assessment Schedule
Amelia Concourse
Community Development District
Approved Budget General Fund

REVENUES:

Special Assessments - Tax Roll	$  439,044	$	444,863	$	-	$	444,863	$	459,139	
Interest income	5,000	15,711	1,500	17,211	5,000	
Rental Revenue/Miscellaneous Revenue	500	1,870	-	1,870	500	
Carry Forward Surplus	-	-	-	-	23,188	
TOTAL REVENUES	$ 444,544	$	462,444	$	1,500	$	463,944	$	487,827	

EXPENDITURES:						
Administrative						
Supervisors	$	6,000	$	3,200	$	2,000	$	5,200	$	6,000	
FICA Expense	459	245	153	398	459	
Travel	300	-	100	100	300	
Engineering	7,500	2,768	4,733	7,500	7,500	
Attorney Fees	30,000	15,973	10,403	26,376	30,000	
Annual Audit	4,350	-	4,350	4,350	4,350	
Dissemination	11,130	8,848	2,283	11,130	11,798	
Assessment Roll Administration	7,950	7,950	-	7,950	8,427	
Property Appraiser	5,000	4,481	-	4,481	5,000	
Trustee Fees	10,000	13,588	-	13,588	13,588	
Arbitrage Rebate	1,800	600	1,200	1,800	1,800	
Management Fees	50,085	37,564	12,521	50,085	51,588	
Information Technology	2,120	1,590	530	2,120	2,247	
Website Maintenance	1,060	795	265	1,060	1,124	
Telephone	500	144	356	500	500	
Postage	1,000	390	610	1,000	1,000	
Insurance General Liability	11,189	10,527	-	10,527	11,580	
Printing & Binding	750	1,029	-	1,029	750	
Legal Advertising	2,500	2,073	427	2,500	2,500	
Other Current Charges	1,000	500	500	1,000	1,000	
Office Supplies	100	3	97	100	100	
Dues, Licenses & Subscriptions	175	175	-	175	175	
TOTAL ADMINISTRATIVE	$ 154,968	$	112,442	$	40,527	$	152,969	$	161,785	
Amelia Concourse
Community Development District
Approved Budget General Fund

Operations & Maintenance

Contract Services:						
Landscape Maintenance	$	32,988	$	24,348	$	8,640	$	32,988	$	45,000	
Lake Maintenance	7,000	2,944	1,104	4,048	7,000	
Management Company	30,000	21,000	7,000	28,000	-	
Field Operations Management	-	-	-	-	16,800	

Repairs & Maintenance
Repairs & Maintenance	

$	18,000	

$	9,568	

$	8,432	

$	18,000	

$	18,000	
Irrigation Repairs	4,000	-	1,000	1,000	4,000	
Landscape Contingency	10,000	6,603	3,397	10,000	10,000	

Utilities
Electric	

$	35,000	

$	20,003	

$	14,997	

$	35,000	

$	35,000	
Water & Sewer	19,000	9,508	5,492	15,000	15,000	
TOTAL OPERATIONS & MAINTENANCE	$ 155,988	$	93,974	$	50,062	$	144,036	$	150,800	

Amenity Center						
Insurance	$	21,822	$	19,652	$	-	$	19,652	$	22,207	
Facility Management	-	-	-	-	16,800	
Pool Maintenance	16,000	13,218	2,782	16,000	18,318	
Pool Chemicals	13,000	10,140	2,860	13,000	13,000	
Pool Permits	530	515	15	530	530	
Cable	2,000	973	1,027	2,000	2,200	
Janitorial	6,300	6,930	2,310	9,240	9,841	
Facility Maintenance	5,000	10,798	2,798	13,596	13,596	
Pest Control	1,000	1,060	483	1,543	1,000	
Refuse	660	532	395	927	750	
Holiday Decorations	2,000	769	1,231	2,000	2,000	
TOTAL AMENITY CENTER	$  68,312	$	64,587	$	13,901	$	78,488	$	100,242	

Reserves						
Capital Reserve Fund	$	65,276	$	-	$	65,276	$	65,276	$	75,000	
TOTAL RESERVES	$  65,276	$	-	$	65,276	$	65,276	$	75,000	
						
TOTAL EXPENDITURES	$ 444,544	$	271,004	$	169,765	$	440,769	$	487,827	

Other Sources/(Uses)						
Interlocal Transfer In/(Out)	$	-	$	12	$	-	$	12	$	-	
TOTAL OTHER SOURCES/(USES)	$	-	$	12	$	-	$	12	$	-	
						
EXCESS REVENUES (EXPENDITURES)	$	-	$	191,453	$  (168,265)	$	23,188	$	(0)	
Amelia Concourse
Community Development District
Budget Narrative Fiscal Year 2025

Special Assessments-Tax Roll
The District will levy a non ad-valorem special assessment on all taxable property within the District to fund all of the General Operating Expenditures for the fiscal year. The assessment may either be invoiced directly to the property owner or placed on the Nassau County Tax Roll.
Interest Income
The District earns interest on the monthly average collected balance for each of their investment accounts.
Rental Revenue/Miscellaneous Revenue
Income received from residents for rental of clubroom or patio and other miscellaneous revenue.

Supervisors Fees
Chapter 190 of the Florida Statutes allows for members of the Board of Supervisors to be compensated $200 per meeting in which they attend. The amount for the fiscal year is based upon four supervisors attending an estimated 6 annual meetings.
FICA Taxes
FICA expense represents the Employer's (District’s) share of Social Security and Medicare taxes withheld from the fee paid to the Board of Supervisors.
Travel
Expenses the Board of Supervisors may incur due to attending a CDD meeting or other District related travel expenses.
Engineering
The District's engineer Yuro & Associates will be providing general engineering services to the District including attendance and preparation for board meetings, etc.
Attorney
The District's legal counsel Kilinski Van Wyk, PPLC will be providing general legal services to the District, i.e., attendance and preparation for monthly meetings, review operating and maintenance contracts, etc.

Dissemination Agent
The District is required by the Security and Exchange Commission to comply with Rule 15(c)(2)-12(b)(5), which relates to additional reporting requirements for un-rated bond issues.
Annual Audit
The District is required annually to conduct an audit of its financial records by Berger, Toombs, Elam, Gaines & Frank, an Independent Certified Public Accounting Firm.

Assessment Roll Administration
The District’s assessment roll administration, Governmental Management Services, LLC will provide services to prepare assessment rolls to district property owners, prepare estoppel letters, administration of optional principal prepayments, and maintain lien book for Series 2007, Series 2016, and Series 2019A Bonds.
Property Appraiser
The Nassau County Board of Commissioners provides the District with a listing of the legal description of each property parcel within the District boundaries, and the names and addresses of the owners of such property. The District reimburses the Board of Commissioners for necessary administrative costs incurred to provide this service. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The budget for Board of Commissioners costs was based on a unit price per parcel.

Trustee Fees
The District issued Series 2007, 2016, & 2019A Capital Improvement Revenue Bonds which are held with a Trustee at US Bank. The amount of the trustee fees is based on the agreement between US Bank and the District.
Arbitrage Rebate
The District is required to annually have an arbitrage rebate calculation on the District's Series 2007, 2016, & 2019A Capital Improvement Revenue Bonds.
Management Fees
Amelia Concourse
Community Development District
Budget Narrative Fiscal Year 2025

The District receives Management, Accounting and Administrative services as part of a Management Agreement with Governmental Management Services, LLC. The budgeted amount for the fiscal year is based on the contracted fees outlined in Exhibit "A" of the Management Agreement.

Information Technology
Represents costs related to the District’s information systems, which include but are not limited to video conferencing services, cloud storage services and servers, security, accounting software, etc.
Website Maintenance
Represents the costs associated with monitoring and maintaining the District’s website created in accordance with Chapter 189, Florida Statutes. These services include site performance assessments, security and firewall maintenance, updates, document uploads, hosting and domain renewals, website backups, etc.
Telephone
The cost of telephone and fax machine service.
Postage and Delivery
Mailing of agenda packages, overnight deliveries, correspondence, etc.
Insurance General Liability
The District's General Liability & Public Officials Liability Insurance policy is with Florida Insurance Alliance. Florida Insurance Alliance specializes in providing insurance coverage to governmental agencies.

Printing and Binding
Printing and Binding agenda packages for board meetings, printing of computerized checks, stationary, envelopes etc.
Legal Advertising
The District is required to advertise various notices for monthly Board meetings and other public hearings in a newspaper of general circulation.
Other Current Charges
This includes monthly bank charges and any other miscellaneous expenses that incur during the year.
Office Supplies
Supplies used in the preparation and binding of agenda packages, required mailings, and other special projects.
Due, Licenses & Subscriptions
The District is required to pay an annual fee to the Florida Department of Commerce for $175.

Landscape Maintenance
The District has contracted with Bright View Landscaping Services to provide landscaping and irrigation maintenance services to all the common areas within the District. Includes plant maintenance at the Social Hall.
Vendor	Description	Monthly	Annual

Lake Maintenance
Bright View	Landscape Maintenance  $
3,750  $
45,000
The District has contracted with Solitude Lake Maintenance. to provide monthly water management services to all the lakes throughout the District.
Vendor	Description	Monthly	Annual
Solitude	Lake Maintenance	$
493  $
5,916
Contingency		1,084 

Field Operations Management
Total
$	7,000
The District is contracted with Governmental Management Services, LLC to provide onsite field management of contracts for District Services such as landscape and lake maintenance. Services to include weekly site inspections, meetings with contractors, monitoring of utility accounts, attend Board meetings and receive and respond to property owner phone calls and emails.
Vendor	Description	Monthly	Annual
GMS, LLC	Management Fees	$
1,400  $
16,800
Amelia Concourse
Community Development District
Budget Narrative Fiscal Year 2025

Repairs & Maintenance
Represents any funds that will be used to make repairs, replacements and maintenance to facility or equipment in the District.
Irrigation Repairs
Represents any funds that are paid for repairs to the irrigation system of the District.

Landscape Contingency
Represents additional landscape services not provided in contracted services. Services include, but are not limited to, installing mulch, remove trees, and seasonal flower rotation.

Electric
The cost of electricity for Amelia Concourse CDD for the following accounts with FPL:

Location		Meter Number	Monthly	Annual	
85200 Amaryllis Ct		66164-80262	$	731	$	8,773	
85200 Amaryllis Ct St Lights		69397-29510	759	9,109	
95016 Daisy Ln # Entry Light		47823-07021	33	391	
100 Amaryllis Ct		10995-48073	1,242	14,908	
Contingency					1,819 	
	Total			$	35,000	

Water & Sewer
The cost of water, sewer, and irrigation services for Amelia Concourse CDD for the following accounts with JEA:

Location		Meter Number	Monthly	Annual	
85190 Amaryllis Ct		67891789	$	342	$	4,107	
85200 Amaryllis Ct		67891709	313	3,760	
85200 Amaryllis Ct - Sewer		67891712	109	1,307	
85200 Amaryllis Ct - Water		67891712	64	767	
Contingency					5,059 	
	Total			$	15,000	
Expenditures – Amenity Center					

Insurance
The District has issued a Property Insurance policy with Florida Insurance Alliance. FIA specializes in providing insurance coverage to governmental agencies.
Facility Management
Represents the cost to staff the Amenity Center, oversee maintenance contracts related to the Amenity Center such as janitorial and pool maintenance, conduct various special events throughout the year, administer rental program, issue access cards to new residents, respond to resident requests, etc.
Vendor	Description	Monthly	Annual	
GMS, LLC	Management Fees	$	1,400  $	16,800	
Pool Maintenance
The District has contracted with GMS, LLC for pool cleaning, water testing, treatment, checking chemicals and back washing of the Amenity Center pool.
Vendor	Description	Monthly	Annual	
GMS, LLC	Pool Maintenance	$	1,527  $	18,318	
Amelia Concourse
Community Development District
Budget Narrative Fiscal Year 2025

Pool Chemicals
The District has contracted with Hawkins Inc. for chemicals needed to maintain Amenity Center pool.
Vendor	Description	Monthly	Annual

Pool Permits
Hawkins Inc.	Pool Chemicals	$
1,083  $
13,000
Represents the estimated cost for pool permits.
Cable
The District has contracted with AT&T for cable and internet services.
Vendor	Description	Monthly	Annual	
AT&T	Cable & Internet	$	165	$	1,980	
	Contingency			220 	
Total			$	2,200	
Janitorial
The District will contract with GMS, LLC to provide janitorial services for the Amenity Center.
Vendor	Description	Monthly	Annual

Facility Maintenance
GMS, LLC	Janitorial Services	$
820  $
9,841
The cost of routine repairs and maintenances of the District’s common areas and Amenity Center.
Pest Control
The estimated costs for Nadar’s Pest Control to provide monthly pest control services.
Refuse
Garbage disposal services provided by Meridian Waste.
Vendor	Description	Monthly	Annual

Holiday Decorations
Meridian Waste	Refuse
$	63  $
750
The cost to install holiday lights around the CDD.

Capital Reserve Fund
Money set aside for future replacements of capital related items
Amelia Concourse
Community Development District
Approved Budget
Debt Service Series 2007 Capital Improvement Revenue Bonds

REVENUES:

Special Assessments-On Roll	$	111,295	$	112,770	$	-	$	112,770	$	111,295	
Interest Earnings	500	10,105	3,000	13,105	5,000	
Carry Forward Surplus (1)	93,152	106,268	-	106,268	103,187	
TOTAL REVENUES	$	204,947	$	229,142	$	3,000	$	232,142	$	219,483	

EXPENDITURES:						
Interest - 11/1	$	31,769	$	31,769	$	-	$	31,769	$	29,900	
Interest - 5/1	31,769	31,769	-	31,769	29,900	
Principal - 5/1	50,000	50,000	-	50,000	50,000	
Principal Prepayment - 5/1	-	15,000	-	15,000	-	
TOTAL EXPENDITURES	$	113,538	$	128,538	$	-	$	128,538	$	109,800	

Other Sources/(Uses)						

Interfund transfer (Out)	
$	(100)	
$	(374)	
$	-  $	(374)	
$	-		
Interfund transfer In	-	1,092	-	1,092	-		
Property Appraiser	(1,200)	(1,136)	-	(1,136)	1,200		
TOTAL OTHER SOURCES/(USES)	$	(1,300)	$	(417)	$	-  $	(417)	$	1,200		
						
TOTAL EXPENDITURES	$	114,838	$	128,955	$	-  $	128,955	$	108,600		
						
EXCESS REVENUES (EXPENDITURES)	$	90,110	$	100,187	$	3,000  $	103,187	$	110,883		

(1) Carry Forward is Net of Reserve Requirement
Interest Due 11/1/25
$	28,463

Amelia Concourse
Community Development District
AMORTIZATION SCHEDULE
Debt Service Series 2007 Capital Improvement Revenue Bonds

11/01/24	$	1,040,000	5.750%	-	$	29,900	29,900		
05/01/25	990,000	5.750%	50,000	29,900			
11/01/25	990,000	5.750%	-	28,463	108,363		
05/01/26	940,000	5.750%	50,000	28,463			
11/01/26	940,000	5.750%	-	27,025	105,488		
05/01/27	885,000	5.750%	55,000	27,025			
11/01/27	885,000	5.750%	-	25,444	107,469		
05/01/28	825,000	5.750%	60,000	25,444			
11/01/28	825,000	5.750%	-	23,719	109,163		
05/01/29	765,000	5.750%	60,000	23,719			
11/01/29	765,000	5.750%	-	21,994	105,713		
05/01/30	700,000	5.750%	65,000	21,994			
11/01/30	700,000	5.750%	-	20,125	107,119		
05/01/31	630,000	5.750%	70,000	20,125			
11/01/31	630,000	5.750%	-	18,113	108,238		
05/01/32	555,000	5.750%	75,000	18,113			
11/01/32	555,000	5.750%	-	15,956	109,069		
05/01/33	475,000	5.750%	80,000	15,956			
11/01/33	475,000	5.750%	-	13,656	109,613		
05/01/34	390,000	5.750%	85,000	13,656			
11/01/34	390,000	5.750%	-	11,213	109,869		
05/01/35	300,000	5.750%	90,000	11,213			
11/01/35	300,000	5.750%	-	8,625	109,838		
05/01/36	205,000	5.750%	95,000	8,625			
11/01/36	205,000	5.750%	-	5,894	109,519		
05/01/37	105,000	5.750%	100,000	5,894			
11/01/37	105,000	5.750%	-	3,019	108,913		
05/01/38	-	5.750%	105,000	3,019			
11/01/38	-	5.750%	-	-	108,019		
Total	$	1,040,000	$	506,288	$	1,546,288	
Amelia Concourse
Community Development District
Approved Budget
Debt Service Series 2016 Capital Improvement Revenue Bonds

REVENUES:

Special Assessments-On Roll	$	146,859	$	148,805	$	-	$	148,805	$	146,859						
Interest Earnings	2,000	7,906	3,500	11,406	5,000						
Carry Forward Surplus (1)	82,502	86,104	-	86,104	92,266						
TOTAL REVENUES	$	231,361	$	242,815	$	3,500	$	246,315	$	244,125	

EXPENDITURES:											
Interest - 11/1	$	53,850	$	53,850	$	-  $	53,850	$	52,500							
Principal Prepayment - 11/1	5,000	5,000	-	5,000	-							
Interest - 5/1	53,700	53,700	-	53,700	52,500							
Principal - 5/1	35,000	35,000	-	35,000	35,000							
Principal Prepayment - 5/1	-	5,000	-	5,000	-							
TOTAL EXPENDITURES	$	147,550	$	152,550	$	-  $	152,550	$	140,000							

Other Sources/(Uses)											

Interfund transfer (Out)	
$	(50)	
$	-	
$	-	
$	-	
$	-						
Property Appraiser	(1,500)	(1,499)	-	(1,499)	(1,500)						
TOTAL OTHER SOURCES/(USES)	$	(1,550)	$	(1,499)	$	-	$	(1,499)	$	(1,500)						
											
TOTAL EXPENDITURES	$	149,100	$	154,049	$	-	$	154,049	$	141,500						
											
EXCESS REVENUES (EXPENDITURES)	$	82,261	$	88,766	$	3,500	$	92,266	$	102,625						

(1) Carry Forward is Net of Reserve Requirement
Interest Due 11/1/25
$	51,450

Amelia Concourse
Community Development District
AMORTIZATION SCHEDULE
Debt Service Series 2016 Capital Improvement Revenue Bonds

11/01/24	$	1,750,000	6.000%	-	$	52,500	$	52,500		
05/01/25	1,750,000	6.000%	35,000	52,500			
11/01/25	1,715,000	6.000%	-	51,450	138,950		
05/01/26	1,715,000	6.000%	40,000	51,450			
11/01/26	1,675,000	6.000%	-	50,250	141,700		
05/01/27	1,675,000	6.000%	40,000	50,250			
11/01/27	1,635,000	6.000%	-	49,050	139,300		
05/01/28	1,635,000	6.000%	45,000	49,050			
11/01/28	1,590,000	6.000%	-	47,700	141,750		
05/01/29	1,590,000	6.000%	45,000	47,700			
11/01/29	1,545,000	6.000%	-	46,350	139,050		
05/01/30	1,545,000	6.000%	50,000	46,350			
11/01/30	1,495,000	6.000%	-	44,850	141,200		
05/01/31	1,495,000	6.000%	50,000	44,850			
11/01/31	1,445,000	6.000%	-	43,350	138,200		
05/01/32	1,445,000	6.000%	55,000	43,350			
11/01/32	1,390,000	6.000%	-	41,700	140,050		
05/01/33	1,390,000	6.000%	60,000	41,700			
11/01/33	1,330,000	6.000%	-	39,900	141,600		
05/01/34	1,330,000	6.000%	65,000	39,900			
11/01/34	1,265,000	6.000%	-	37,950	142,850		
05/01/35	1,265,000	6.000%	65,000	37,950			
11/01/35	1,200,000	6.000%	-	36,000	138,950		
05/01/36	1,200,000	6.000%	70,000	36,000			
11/01/36	1,130,000	6.000%	-	33,900	139,900		
05/01/37	1,130,000	6.000%	75,000	33,900			
11/01/37	1,055,000	6.000%	-	31,650	140,550		
05/01/38	1,055,000	6.000%	80,000	31,650			
11/01/38	975,000	6.000%	-	29,250	140,900		
05/01/39	975,000	6.000%	85,000	29,250			
11/01/39	890,000	6.000%	-	26,700	140,950		
05/01/40	890,000	6.000%	90,000	26,700			
11/01/40	800,000	6.000%	-	24,000	140,700		
05/01/41	800,000	6.000%	95,000	24,000			
11/01/41	705,000	6.000%	-	21,150	140,150		
05/01/42	705,000	6.000%	100,000	21,150			
11/01/42	605,000	6.000%	-	18,150	139,300		
05/01/43	605,000	6.000%	105,000	18,150			
11/01/43	500,000	6.000%	-	15,000	138,150		
05/01/44	500,000	6.000%	115,000	15,000			
11/01/44	385,000	6.000%	-	11,550	141,550		
05/01/45	385,000	6.000%	120,000	11,550			
11/01/45	265,000	6.000%	-	7,950	139,500		
05/01/46	265,000	6.000%	130,000	7,950			
11/01/46	135,000	6.000%	-	4,050	142,000		
05/01/47	135,000	6.000%	135,000	4,050	139,050		
Total	$	1,750,000	$	1,528,800	$	3,278,800	
Amelia Concourse
Community Development District
Approved Budget
Debt Service Series 2019A Capital Improvement Revenue Bonds

REVENUES:

Special Assessments-On Roll	$	179,916	$	182,300	$	-	$	182,300	$	179,916						
Interest Earnings	2,500	9,062	1,000	10,062	5,000						
Carry Forward Surplus (1)	77,058	75,223	-	75,223	75,131						
TOTAL REVENUES	$	259,474	$	266,585	$	1,000	$	267,585	$	260,047	

EXPENDITURES:											
Interest - 11/1	$	67,941	$	67,941	$	-  $	67,941	$	66,529							
Principal Prepayment - 11/1	5,000	5,000	-	5,000	-							
Interest - 5/1	67,800	67,800	-	67,800	66,529							
Principal - 5/1	40,000	40,000	-	40,000	45,000							
Principal Prepayment - 5/1	-	5,000	-	5,000	-							
TOTAL EXPENDITURES	$  180,741	$	185,741	$	-  $	185,741	$  178,058							

Other Sources/(Uses)											

Interfund transfer (Out)	
$	(1,700)	
$	(4,877)	
$	-	
$	(4,877)	
$	-						
Property Appraiser	(1,900)	(1,836)	-	(1,836)	(1,900)						
TOTAL OTHER SOURCES/(USES)	$	(3,600)	$	(6,713)	$	-	$	(6,713)	$	(1,900)						
											
TOTAL EXPENDITURES	$  184,341	$	192,454	$	-	$	192,454	$  179,958						
											
EXCESS REVENUES (EXPENDITURES)	$	75,133	$	74,131	$	1,000	$	75,131	$	80,089						

(1) Carry Forward is Net of Reserve Requirement
Interest Due 11/1/25
$	65,258

Amelia Concourse
Community Development District
AMORTIZATION SCHEDULE
Debt Service Series 2019A Capital Improvement Revenue Bonds

11/01/24	$	2,315,000	5.650%	-	$	66,529	$	66,529		
05/01/25	2,315,000	5.650%	45,000	66,529			
11/01/25	2,270,000	5.650%	-	65,258	176,786		
05/01/26	2,270,000	5.650%	45,000	65,258			
11/01/26	2,225,000	5.650%	-	63,986	174,244		
05/01/27	2,225,000	5.650%	50,000	63,986			
11/01/27	2,175,000	5.650%	-	62,574	176,560		
05/01/28	2,175,000	5.650%	55,000	62,574			
11/01/28	2,120,000	5.650%		61,020	178,594		
05/01/29	2,120,000	5.650%	55,000	61,020			
11/01/29	2,065,000	5.650%	-	59,466	175,486		
05/01/30	2,065,000	5.650%	60,000	59,466			
11/01/30	2,005,000	5.650%	-	57,771	177,238		
05/01/31	2,005,000	5.650%	60,000	57,771			
11/01/31	1,945,000	5.650%	-	56,076	173,848		
05/01/32	1,945,000	5.650%	65,000	56,076			
11/01/32	1,880,000	5.650%	-	54,240	175,316		
05/01/33	1,880,000	5.650%	70,000	54,240			
11/01/33	1,810,000	5.650%	-	52,263	176,503		
05/01/34	1,810,000	5.650%	75,000	52,263			
11/01/34	1,735,000	5.650%	-	50,144	177,406		
05/01/35	1,735,000	5.650%	80,000	50,144			
11/01/35	1,655,000	5.650%	-	47,884	178,028		
05/01/36	1,655,000	5.650%	80,000	47,884			
11/01/36	1,575,000	5.650%	-	45,624	173,508		
05/01/37	1,575,000	5.650%	85,000	45,624			
11/01/37	1,490,000	5.650%	-	43,223	173,846		
05/01/38	1,490,000	5.650%	90,000	43,223			
11/01/38	1,400,000	5.650%	-	40,680	173,903		
05/01/39	1,400,000	5.650%	95,000	40,680			
11/01/39	1,305,000	5.650%	-	37,996	173,676		
05/01/40	1,305,000	5.650%	105,000	37,996			
11/01/40	1,200,000	5.650%	-	35,030	178,026		
05/01/41	1,200,000	5.650%	110,000	35,030			
11/01/41	1,090,000	5.650%	-	31,923	176,953		
05/01/42	1,090,000	5.650%	115,000	31,923			
11/01/42	975,000	5.650%	-	28,674	175,596		
05/01/43	975,000	5.650%	120,000	28,674			
11/01/43	855,000	5.650%	-	25,284	173,958		
05/01/44	855,000	5.650%	130,000	25,284			
11/01/44	725,000	5.650%	-	21,611	176,895		
05/01/45	725,000	5.650%	135,000	21,611			
11/01/45	590,000	5.650%	-	17,798	174,409		
05/01/46	590,000	5.650%	145,000	17,798			
11/01/46	445,000	5.650%		13,701	176,499		
05/01/47	445,000	5.650%	155,000	13,701			
11/01/47	290,000	5.650%		9,323	178,024		
05/01/48	290,000	5.650%	160,000	9,323			
11/01/48	130,000	5.650%		4,803	174,125		
05/01/49	130,000	5.650%	170,000	4,803	174,803		
Total	$	2,355,000	$	2,105,755	$	4,460,755	
Amelia Concourse
Community Development District
Approved Budget Capital Reserve Fund

REVENUES:

Interest Income
$	2,500  $
6,996  $
1,000  $
7,996  $
5,000
Capital Reserve Funding - Transfer In	65,276	-	65,276	65,276	75,000
Carry Forward Balance	133,830	166,066	-	166,066	229,337

EXPENDITURES:

Capital Outlay
$	20,000  $
-  $	5,000  $
5,000  $
20,000
Repair and Replacements	50,000	-	5,000	5,000	50,000

Other Sources/(Uses)

Transfer in/(Out)

$	-  $

-  $	-  $	-  $	-

Amelia Concourse
Community Development District
Non-Ad Valorem Assessments Comparison 2024-2025

Neighborhoo d	O&M Units	Bonds 2007
Units	Bonds 2016
Units	Bonds 2019A
Units	
Annual Maintenance Assessments	
Annual Debt Assessments										
	
FY 2025	
FY2024	Increase/ (decrease)	Increase/ (decrease)	
FY 2025	
FY2024	Increase/ (decrease)									
					
Series 2007 Series 2016	Series 2019A	
Series 2007	
Series 2016	Series 2019A	
Total						

SF	

458	

82	

10	

141	

$1,077.94	

$1,030.77	

$47.17	

4.58%	

$1,212.47	

$1,729.57	

$1,329.10	

$1,212.47	

$1,729.57	

$1,329.10	

$0.00	
SF-payoffs	0	1	28	1	$0.00	$0.00	$0.00	0.00%	$571.74	$1,334.41	$1,251.60	$571.74	$1,334.41	$1,251.60	$0.00	
SF-payoffs	0	2	40	1	$0.00	$0.00	$0.00	0.00%	$748.10	$1,329.03	$1,028.75	$748.10	$1,329.03	$1,028.75	$0.00	
SF-payoffs	0	24	33	1	$0.00	$0.00	$0.00	0.00%	$757.58	$1,324.66	$948.20	$757.58	$1,324.66	$948.20	$0.00	
SF-payoffs	0	0	3	3	$0.00	$0.00	$0.00	0.00%	$0.00	$1,200.00	$942.18	$0.00	$1,200.00	$942.18	$0.00	
SF-payoffs	0	0	1	0	$0.00	$0.00	$0.00	0.00%	$0.00	$103.74	$0.00	$0.00	$103.74	$0.00	$0.00	
SF-payoffs	0	0	1	0	$0.00	$0.00	$0.00	0.00%	$0.00	$795.60	$0.00	$0.00	$795.60	$0.00	$0.00	
SF-payoffs	0	0	1	0	$0.00	$0.00	$0.00	0.00%	$0.00	$818.89	$0.00	$0.00	$818.89	$0.00	$0.00	
SF-payoffs	0	0	1	0	$0.00	$0.00	$0.00	0.00%	$0.00	$1,060.69	$0.00	$0.00	$1,060.69	$0.00	$0.00	
Total	458	109	118	147												

A.
RESOLUTION 2024-09

THE ANNUAL APPROPRIATION RESOLUTION OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2024, AND ENDING SEPTEMBER 30, 2025; AUTHORIZING BUDGET AMENDMENTS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the District Manager has, prior to the fifteenth (15th) day in June, 2024, submitted to the Board of Supervisors (“Board”) of the Amelia Concourse Community Development District (“District”) proposed budget (“Proposed Budget”) for the fiscal year beginning October 1, 2024 and ending September 30, 2025 (“Fiscal Year 2025”) along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, at least sixty (60) days prior to the adoption of the Proposed Budget, the District filed a copy of the Proposed Budget with the local governing authorities having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and
WHEREAS, the Board set a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and
WHEREAS, the District Manager posted the Proposed Budget on the District’s website at least two days before the public hearing; and

WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that, prior to October 1st of each year, the Board, by passage of the Annual Appropriation Resolution, shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year; and

WHEREAS, the District Manager has prepared a Proposed Budget, whereby the budget shall project the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. BUDGET

The Board has reviewed the Proposed Budget, a copy of which is on file with the office of the District Manager and at the District’s Local Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.
The Proposed Budget, attached hereto as Exhibit A, as amended by the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes (“Adopted Budget”), 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.

The Adopted Budget, as amended, shall be maintained in the office of the District Manager and at the District’s Local Records Office and identified as “The Budget for the Amelia Concourse Community Development District for the Fiscal Year Ending September 30, 2025.”
The Adopted Budget shall be posted by the District Manager on the District’s official website within thirty (30) days after adoption, and shall remain on the website for at least 2 years.

SECTION 2. APPROPRIATIONS

There is hereby appropriated out of the revenues of the District, for Fiscal Year 2025, the sum of $	 to be raised by the levy of assessments and/or otherwise, which sum is deemed by the Board to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND	$		
DEBT SERVICE FUND SERIES 2007	$		
DEBT SERVICE FUND SERIES 2016	$		
DEBT SERVICE FUND SERIES 2019A	$		
CAPITAL RESERVE FUND	$		
TOTAL ALL FUNDS

SECTION 3. BUDGET AMENDMENTS	$		

Pursuant to Section 189.016, Florida Statutes, the District at any time within Fiscal Year 2025 or within 60 days following the end of the Fiscal Year 2025 may amend its Adopted Budget for that fiscal year as follows:

A line-item appropriation for expenditures within a fund may be decreased or increased by motion of the Board recorded in the minutes, and approving the expenditure, if the total appropriations of the fund do not increase.
The District Manager or Treasurer may approve an expenditure that would increase or decrease a line-item appropriation for expenditures within a fund if the total appropriations of the fund do not increase and if either (i) the aggregate change in the original appropriation item does not exceed the greater of $15,000 or 15% of the original appropriation, or (ii) such expenditure is authorized by separate disbursement or spending resolution.

Any other budget amendments shall be adopted by resolution and consistent with Florida law.

The District Manager or Treasurer must ensure that any amendments to the budget under paragraph c. above are posted on the District’s website within five (5) days after adoption and remain on the website for at least two (2) years.

SECTION 4. EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 24TH DAY OF JULY 2024.

ATTEST:	AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary
By:	 Its:	
Exhibit A:	Adopted Budget for Fiscal Year 2025

B.
RESOLUTION 2024-10

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT	DISTRICT	MAKING	A DETERMINATION OF BENEFIT AND IMPOSING SPECIAL ASSESSMENTS FOR FISCAL YEAR 2025; PROVIDING FOR THE COLLECTION AND ENFORCEMENT OF SPECIAL ASSESSMENTS; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENTS TO THE ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Amelia Concourse Community Development District (“District”) is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, for the purpose of providing, operating and maintaining infrastructure improvements, facilities and services to the lands within the District; and
WHEREAS, the District is located in Nassau County, Florida (“County”); and

WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District’s adopted capital improvement plan and Chapter 190, Florida Statutes; and
WHEREAS, the Board of Supervisors (“Board”) of the District hereby determines to undertake various operations and maintenance and other activities described in the District’s budget (“Adopted Budget”) for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“Fiscal Year 2025”), attached hereto as Exhibit A and incorporated by reference herein; and

WHEREAS, the District must obtain sufficient funds to provide for the operation and maintenance of the services and facilities provided by the District as described in the Adopted Budget; and

WHEREAS, the provision of such services, facilities, and operations is a benefit to lands within the District; and
WHEREAS, Chapter 190, Florida Statutes, provides that the District may impose special assessments on benefitted lands within the District; and

WHEREAS, it is in the best interests of the District to proceed with the imposition of the special assessments for operations and maintenance in the amount set forth in the Adopted Budget; and
WHEREAS, the District has previously levied an assessment for debt service, which the District desires to collect for Fiscal Year 2025; and

WHEREAS, Chapter 197, Florida Statutes, provides a mechanism pursuant to which such special assessments may be placed on the tax roll and collected by the local tax collector (“Uniform Method”), and the District has previously authorized the use of the Uniform Method by, among other things, entering into agreements with the Property Appraiser and Tax Collector of the County for that purpose; and

WHEREAS, it is in the best interests of the District to adopt the Assessment Roll of the Amelia Concourse Community Development District (“Assessment Roll”) attached to this Resolution as Exhibit B and incorporated as a material part of this Resolution by this reference, and to certify the Assessment Roll to the County Tax Collector pursuant to the Uniform Method; and

WHEREAS, it is in the best interests of the District to permit the District Manager to amend the Assessment Roll, certified to the County Tax Collector by this Resolution, as the Property Appraiser updates the property roll for the County, for such time as authorized by Florida law.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. BENEFIT & ALLOCATION FINDINGS. The Board hereby finds and determines that the provision of the services, facilities, and operations as described in Exhibit A confers a special and peculiar benefit to the lands within the District, which benefit exceeds or equals the cost of the assessments. The allocation of the assessments to the specially benefitted lands, as shown in Exhibits A and B, is hereby found to be fair and reasonable.
SECTION 2. ASSESSMENT IMPOSITION. Pursuant to Chapters 190 and 197, Florida Statutes, and using the procedures authorized by Florida law for the levy and collection of special assessments, a special assessment for operation and maintenance is hereby imposed and levied on benefitted lands within the District, and in accordance with Exhibits A and B. The lien of the special assessments for operations and maintenance imposed and levied by this Resolution shall be effective upon passage of this Resolution. Moreover, pursuant to Section 197.3632(4), Florida Statutes, the lien amount shall serve as the “maximum rate” authorized by law for operation and maintenance assessments.
SECTION 3. COLLECTION. The collection of the operation and maintenance special assessments and previously levied debt service assessments shall be at the same time and in the same manner as County taxes in accordance with the Uniform Method, as indicated on Exhibits A and B. The decision to collect special assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.
SECTION 4. ASSESSMENT ROLL. The Assessment Roll, attached to this Resolution as Exhibit B, is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County taxes. The proceeds therefrom shall be paid to the District.
SECTION 5. ASSESSMENT ROLL AMENDMENT. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll. After any amendment of the Assessment Roll, the District Manager shall file the updates in the District records.

SECTION 6. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.

SECTION 7. EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.
PASSED AND ADOPTED THIS 24TH DAY OF JULY 2024.

ATTEST:	AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary
By: 	

Its: 	

Exhibit A:	Adopted Budget for Fiscal Year 2025
Exhibit B:	Assessment Roll

EIGHTH ORDER OF BUSINESS

B.

1.
RESOLUTION 2024-11

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT ADOPTING THE ANNUAL MEETING SCHEDULE FOR FISCAL YEAR 2024/2025; AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the Amelia Concourse Community Development District (“District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Nassau County, Florida; and

Whereas, the District is required by Section 189.015, Florida Statutes, to file quarterly, semi-annually, or annually a schedule (including date, time, and location) of its regular meetings with local governing authorities; and

Whereas, further, in accordance with the above-referenced statute, the District shall also publish quarterly, semi-annually, or annually the District’s regular meeting schedule in a newspaper of general paid circulation in the county in which the District is located; and

WHEREAS, the Board desires to adopt the annual meeting schedule for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“Fiscal Year 2024/2025”), attached as Exhibit A.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. The Fiscal Year 2024/2025 annual meeting schedule attached hereto and incorporated by reference herein as Exhibit A is hereby approved and shall be published in accordance with the requirements of Florida law and also provided to applicable governing authorities.

SECTION 2.  This Resolution shall become effective immediately upon its adoption.

Passed and adopted this 24th day of July 2024.

ATTEST:	AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chairperson, Board of Supervisors

Exhibit A:	Fiscal Year 2024/2025 Annual Meeting Schedule
BOARD OF SUPERVISORS MEETING DATES
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025

The Board of Supervisors of the Amelia Concourse Community Development District will hold their regular meetings for the Fiscal Year 2024/2025 at the Amelia Concourse Amenity Center, 85200 Amaryllis Court, Fernandina Beach, Florida 32034, on the third Tuesday of each month at 11:00 a.m., unless otherwise indicated as follows:

November 19, 2024
January 21, 2025
March 18, 2025
April 15, 2025 (Budget Workshop Only)
May 20, 2025
July 22, 2025 (*Fourth Tuesday)
September 16, 2025

The meetings are open to the public and will be conducted in accordance with the provision of Florida Law for Community Development Districts. The meetings may be continued to a date, time, and place to be specified on the record at the meeting. A copy of the agenda for these meetings may be obtained from Governmental Management Services, LLC, 475 West Town Place, Suite 114, St. Augustine, Florida 32092 or by calling (904) 940-5850.

There may be occasions when one or more Supervisors or staff will participate by telephone. Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations at this meeting because of a disability or physical impairment should contact the District Office at (407) 841-5524 at least three (3) business days prior to the meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800- 955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Office.

A person who decides to appeal any decision made at the meeting with respect to any matter considered at the meeting is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
District Manager

2.

MEMORANDUM

To:	Board of Supervisors; District Manager From: Kilinski | Van Wyk PLLC
Date:	June 2024
Re:	Section 189.0694, Florida Statutes (Performance Measures and Standards Reporting)

The purpose of this memorandum is to provide you with additional information regarding new performance measures and standards reporting requirements for special districts. This new requirement was enacted during Florida’s 2024 Legislative Session and was originally reported in our legislative newsletters. It has been codified as Section 189.0694, Florida Statutes, effective July 1, 2024.
What is required?
The new statute requires special districts (including community development districts) to establish goals and objectives for its programs and activities and performance measures and standards to determine if its goals and objectives have been achieved. The goals, objectives, and performance measures and standards must be established by October 1, 2024, or by the end of the first full fiscal year after a District’s creation, whichever is later.
The new statute also requires annual reporting each December 1 (beginning December 1, 2025) on whether the goals and objectives were achieved, which goals or objectives were not achieved, and what measures were used to make the determination.
Are there any mandated goals, objectives, or performance measures/standards?
No. The new statute allows a great deal of flexibility for special districts to adopt the goals, objectives, and performance measures and standards that fit their needs. It is likely that many special districts with similar activities and programs may adopt similar measures, but special districts may also add specialized measures if they wish. Attached is a potential starting point for development of these goals, objectives and performance measures/standards in Attachment A. If you have questions about the new legal requirements, please consult your Kilinski | Van Wyk attorney.
Text of the Bill: 189.0694 Special districts; performance measures and standards.
Beginning October 1, 2024, or by the end of the first full fiscal year after its creation, whichever is later, each special district must establish goals and objectives for each program and activity undertaken by the district, as well as performance measures and standards to determine if the district’s goals and objectives are being achieved.
By December 1 of each year thereafter, each special district must publish an annual report on the district’s website describing:
The goals and objectives achieved by the district, as well as the performance measures and standards used by the district to make this determination.
Any goals or objectives the district failed to achieve.
Exhibit A:
Goals, Objectives and Annual Reporting Form
	District Performance Measures/Standards & Annual Reporting Form
October 1, 2024 – September 30, 2025

 ​Community Communication and Engagement Goal 1.1: Public Meetings Compliance
Objective: Hold regular Board of Supervisor meetings to conduct CDD-related business and discuss community needs.
Measurement: Number of public board meetings held annually as evidenced by meeting minutes and legal advertisements.
Standard: A minimum of two board meetings were held during the Fiscal Year or more as may be necessary or required by local ordinance and establishment requirements.
Achieved: Yes ☐ No ☐
Goal 1.2: Notice of Meetings Compliance
Objective: Provide public notice of each meeting at least seven days in advance, as specified in Section 190.007(1), using at least two communication methods.
Measurement: Timeliness and method of meeting notices as evidenced by posting to CDD website, publishing in local newspaper and via electronic communication.
Standard: 100% of meetings were advertised with 7 days’ notice per statute by at least two methods (i.e., newspaper, CDD website, electronic communications).
Achieved: Yes ☐ No ☐
Goal 1.3: Access to Records Compliance
Objective: Ensure that meeting minutes and other public records are readily available and easily accessible to the public by completing monthly CDD website checks.
Measurement: Monthly website reviews will be completed to ensure meeting minutes and other public records are up to date as evidenced by District Management’s records.
Standard: 100% of monthly website checks were completed by District Management.
Achieved: Yes ☐ No ☐
 ​Infrastructure and Facilities Maintenance
Goal 2.1: Engineer or Field Management Site Inspections
Objective: Engineer or Field Manager will conduct inspections to ensure safety and proper functioning of the District’s infrastructure.
Measurement: Field Manager and/or District Engineer visits were successfully completed per agreement as evidenced by Field Manager and/or District Engineer’s reports, notes or other record keeping method.
Standard: 100% of site visits were successfully completed as described within the applicable services agreement
Achieved: Yes ☐ No ☐
Goal 2.2: District Infrastructure and Facilities Inspections
Objective: District Engineer will conduct an annual inspection of the District’s infrastructure and related systems.
Measurement: A minimum of one inspection completed per year as evidenced by District Engineer’s report related to district’s infrastructure and related systems.
Standard: Minimum of one inspection was completed in the Fiscal Year by the District’s Engineer.
Achieved: Yes ☐ No ☐
 ​Financial Transparency and Accountability Goal 3.1: Annual Budget Preparation
Objective: Prepare and approve the annual proposed budget by June 15 and adopt the final budget by September 30 each year.
Measurement: Proposed budget was approved by the Board before June 15 and final budget was adopted by September 30 as evidenced by meeting minutes and budget documents listed on CDD website and/or within district records.
Standard: 100% of budget approval & adoption were completed by the statutory deadlines and posted to the CDD website.
Achieved: Yes ☐ No ☐
Goal 3.2: Financial Reports
Objective: Publish to the CDD website the most recent versions of the following documents: Annual audit, current fiscal year budget with any amendments, and most recent financials within the latest agenda package.
Measurement: Annual audit, previous years’ budgets, and financials are accessible to the public as evidenced by corresponding documents on the CDD’s website.
Standard: CDD website contains 100% of the following information: Most recent annual audit, most recently adopted/amended fiscal year budget, and most recent agenda package with updated financials.
Achieved: Yes ☐ No ☐
Goal 3.3: Annual Financial Audit
Objective: Conduct an annual independent financial audit per statutory requirements and publish the results to the CDD website for public inspection and transmit to the State of Florida.
Measurement: Timeliness of audit completion and publication as evidenced by meeting minutes showing board approval and annual audit is available on the CDD’s website and transmitted to the State of Florida.
Standard: Audit was completed by an independent auditing firm per statutory requirements and results were posted to the CDD website and transmitted to the State of Florida.
Achieved: Yes ☐ No ☐

Chair/Vice Chair:			Date:	 Print Name:		
	District

District Manager:			Date:	 Print Name:		
	District

C.

1.

Amelia Concourse
Community Development District
Amenity Management & Field Operations Report

Chip Dellinger
FIELD OPERATIONS MANAGER GOVERNMENTAL MANAGEMENT SERVICES
Amelia Concourse Community Development District

Amenity & Field Operations Report
July 24, 2024
To:	Board of Supervisors

From:	Chip Dellinger
Field Operations Manager

RE:	Amelia Concourse Amenity & Field Operations Report

The following is a summary of items related to the amenity center, field operations & maintenance of Amelia Concourse CDD.

	

For any questions or comments regarding the above information please contact:
Chip Dellinger, Field Operations Manager, at acmanager@gmsnf.com

Respectfully,
Chip Dellinger

2.
ESTIMATE
LV Fence & Gates, LLC
PO Box 195664
Winter Springs, FL 32719

LVFencesandGates@gmail.com
+1 (407) 383-6443
http://www.lvfenceandgates.com

#	Date	Product or service	Description	SKU	Qty	Rate	Amount

Fence Repair	POOL ROPE FENCE

Replace 1 post. Re run all rope. Replace 2 caps.
1	$1,350.00	$1,350.00

Services	1	$1,175.00	$1,175.00

Note to customer
*LV FENCE & GATES TERMS AND CONDITIONS ARE
INCORPORATED INTO THIS DOCUMENT BY REFERENCE AND TOGETHER REPRESENT THE ENTIRE AGREEMENT.
CUSTOMER’S SIGNATURE ON THE INVOICE OR QUOTE/ESTIMATE SHALL BE CONSIDERED ACCEPTANCE OF THE REFERENCED TERMS AND CONDITIONS AND
COMMITMENT TO PAY FOR THE SERVICES AND MATERIALS BEING PROVIDED UNDER THOSE TERMS AND CONDITIONS.

Feel free to contact us if you have any questions. We look forward to working with you!
Lake 386-916-4837 or Toby 407-383-6443

Have a great day! LV Fence & Gates

Thank you for your business!

Signature	
Subtotal	$2,525.00

Sales tax (3.74%)	$94.50

Total	$2,619.50

Expiry	07/17/2024 date

NINTH ORDER OF BUSINESS

A.

Amelia Concourse
Community Development District

Unaudited Financial Reporting
June 30, 2024

Amelia Concourse
Community Development District Combined Balance Sheet
June 30, 2024

Assets:
Cash:
Operating Account	$	65,210	$	-	$	-	$	-	$	-	$	65,210	
Regions Bank	-	5,997	-	-	-	5,997	
Investments:
State Board of Administration (SBA)	60,176	

-	

-	

173,061	

-	

233,238	
Custody (US Bank)	508,921	-	-	-	-	508,921	
Series 2007
Reserve	-	

-	

112,263	

-	

-	

112,263	
Revenue	-	-	100,188	-	-	100,188	
Cost of Issuance	-	-	-	-	1	1	
Series 2016
Reserve	-	

-	

72,383	

-	

-	

72,383	
Revenue	-	-	88,539	-	-	88,539	
Prepayment	-	-	227	-	-	227	
Series 2019A
Reserve	-	

-	

106,301	

-	

-	

106,301	
Revenue	-	-	74,130	-	-	74,130	
Construction	-	-	-	-	7,925	7,925	
Series 2019B
Prepayment	-	

-	

252	

-	

-	

252	
Construction	-	-	-	-	637,265	637,265	
Prepaid Expenses	8,213	-	-	-	-	8,213	
Deposits	2,475	-	-	-	-	2,475	
Total Assets	$  644,996	$	5,997	$	554,283	$ 173,061	$  645,190	$  2,023,528	

Liabilities:
Accounts Payable	

$	5,337	

$	-	$	-	$	-	$	-	$	5,337				
Accrued Expenditures	4,678	-	-	-	-	4,678				
Total Liabilites	$	10,015	$	-	$	-	$	-	$	-	$	10,015				

Fund Balance:
Nonspendable: Prepaid Items	

$	8,213	

$	-	$	-	$	-	$	-	$	8,213				
Deposits	2,475
Restricted for:
Debt Service - Series	-	-

-	-

554,283	-

-	-

-	2,475

554,283	
Capital Project - Series	-
Assigned for:
Capital Reserve Fund	-	-

-	-

-	-

173,061	645,190

-	645,190

173,061	
Unassigned	624,292	5,997	-	-	-	630,290	
Total Fund Balances	$  634,980	$	5,997	$	554,283	$ 173,061	$  645,190	$  2,013,513	
						
Total Liabilities & Fund Balance	$	644,996	$	5,997	$	554,283	$	173,061	$	645,190	$	2,023,528	
Amelia Concourse
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	439,044	$	439,044	$	444,863	$	5,819	
Interest Income	5,000	5,000	15,711	10,711	
Other Income	500	500	1,870	1,370	
Total Revenues	$	444,544	$	444,544	$	462,444	$	17,900	

Expenditures:					
General & Administrative:					
Supervisors	$	6,000	$	4,500	$	3,200	$	1,300	
FICA Expense	459	344	245	99	
Travel	300	225	-	225	
Engineering	7,500	5,625	2,768	2,858	
Attorney Fees	30,000	22,500	15,973	6,527	
Annual Audit	4,350	3,263	-	3,263	
Dissemination	11,130	8,348	8,848	(500)	
Assessment Roll	7,950	7,950	7,950	-	
Property Appraiser	5,000	5,000	4,481	519	
Trustee Fees	10,000	13,588	13,588	-	
Arbitrage	1,800	1,350	600	750	
Management Fees	50,085	37,564	37,564	-	
Information Technology	2,120	1,590	1,590	(0)	
Website Maintenance	1,060	795	795	0	
Telephone	500	375	144	231	
Postage	1,000	750	390	360	
Insurance	11,189	11,189	10,527	662	
Printing and Binding	750	750	1,029	(279)	
Legal Advertising	2,500	1,875	2,073	(198)	
Other Current Charges	1,000	750	500	250	
Office Supplies	100	75	3	72	
Dues, Licenses & Subscriptions	175	175	175	-	
Total General & Administrative	$	154,968	$	128,580	$	112,442	$	16,137	

Operations & Maintenance					
Field:					
Contract Services: Landscape Maintenance	
$	32,988	
$	24,741	
$	24,348	
$	393	
Lake Maintenance	7,000	5,250	2,944	2,306	
Management Company	30,000	22,500	21,000	1,500	
Repairs & Maintenance: Repairs & Maintenance	

18,000	

13,500	

9,568	

3,932	
Irrigation Repairs	4,000	3,000	-	3,000	
Landscape Contingency	10,000	7,500	6,603	897	
Utilities: Electric	

35,000	

26,250	

20,003	

6,247	
Water & Sewer	19,000	14,250	9,508	4,742	
Subtotal Field	$	155,988	$	116,991	$	93,974	$	23,017	
Amelia Concourse
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Amenity Center:					
Insurance	$	21,822	$	21,822	$	19,652	$	2,170	
Pool Maintenance	16,000	12,000	13,218	(1,218)	
Pool Chemicals	13,000	9,750	10,140	(390)	
Pool Permits	530	398	515	(118)	
Cable	2,000	1,500	973	527	
Janitorial	6,300	6,300	6,930	(630)	
Facility Maintenance	5,000	5,000	10,798	(5,798)	
Pest Control	1,000	1,000	1,060	(60)	
Refuse	660	495	532	(37)	
Holiday Decorations	2,000	1,500	769	731	
Reserves:
Capital Reserve Funding	

65,276	

-	

-	

-	
Subtotal Amenity Center:	$	133,588	$	59,765	$	64,587	$	(4,823)	
					
Total Operations & Maintenance	$	289,576	$	176,756	$	158,562	$	18,194	
					
Total Expenditures	$	444,544	$	305,335	$	271,004	$	34,331	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	139,209	$	191,441	$	52,232	

Other Financing Sources/(Uses):					
Transfer In/(Out)	$	-	$	-	$	12	$	-	
Total Other Financing Sources/(Uses)	$	-	$	-	$	12	$	-	
					
Net Change in Fund Balance	$	-	$	139,209	$	191,453	$	52,232	
					
Fund Balance - Beginning	$	-		$	443,528		
					
Fund Balance - Ending	$	-		$	634,980		
Amelia Concourse
Community Development District Month to Month

Revenues:

Special Assessments - Tax Roll	$	-	$	26,380	$	402,759	$	5,241	$	3,295	$	1,312	$	4,955	$	922	$	-	$	-	$	-	$	-	$	444,863	
Interest Income	472	474	519	2,097	2,401	2,307	2,499	2,253	2,690	-	-	-	15,711		
Other Income	-	50	-	500	275	-	-	450	595	-	-	-	1,870		
Total Revenues	$	472	$	26,904	$	403,278	$	7,838	$	5,971	$	3,618	$	7,454	$	3,625	$	3,285	$	-	$	-	$	-	$	462,444			

Expenditures:

General & Administrative:

Supervisors

$	-	$

800  $

-	$	800  $

-	$	600  $

400  $

600  $

-	$	-	$

-	$	-	$

3,200

FICA Expense	-	61	-	61	-	46	31	46	-	-	-	-	245	
Travel	-	-	-	-	-	-	-	-	-	-	-	-	-	
Engineering	540	810	270	203	473	-	203	270	-	-	-	-	2,768	
Attorney Fees	785	-	3,604	2,384	780	-	3,970	785	3,667	-	-	-	15,973	
Annual Audit	-	-	-	-	-	-	-	-	-	-	-	-	-	
Dissemination	1,128	928	928	928	928	928	1,228	928	928	-	-	-	8,848	
Assessment Roll	7,950	-	-	-	-	-	-	-	-	-	-	-	7,950	
Property Appraiser	-	4,481	-	-	-	-	-	-	-	-	-	-	4,481	
Trustee Fees	6,063	-	-	-	-	-	7,525	-	-	-	-	-	13,588	
Arbitrage	-	-	-	-	-	-	600	-	-	-	-	-	600	
Management Fees	4,174	4,174	4,174	4,174	4,174	4,174	4,174	4,174	4,174	-	-	-	37,564	
Information Technology	177	177	177	177	177	177	177	177	177	-	-	-	1,590	
Website Maintenance	88	88	88	88	88	88	88	88	88	-	-	-	795	
Telephone	-	33	15	29	-	26	-	40	-	-	-	-	144	
Postage	12	8	5	8	9	4	18	8	320	-	-	-	390	
Insurance	10,527	-	-	-	-	-	-	-	-	-	-	-	10,527	
Printing and Binding	66	12	47	9	56	20	45	22	754	-	-	-	1,029	
Legal Advertising	322	-	-	-	-	-	250	68	1,433	-	-	-	2,073	
Other Current Charges	-	-	500	-	-	-	-	-	-	-	-	-	500	
Office Supplies	1	0	0	0	0	0	0	1	0	-	-	-	3	
Dues, Licenses & Subscriptions	175	-	-	-	-	-	-	-	-	-	-	-	175	
Total General & Administrative	$	32,006	$	11,572	$	9,807	$	8,859	$	6,684	$	6,063	$	18,707	$	7,204	$	11,541	$	-  $	-  $	-  $	112,442	

Operations & Maintenance											
Field:											
Contract Services: Landscape Maintenance	
$	2,618	
$	2,618	
$	2,618	
$	2,749	
$	2,749	
$	2,749	
$	2,749	
$	2,749	
$	2,749	
$	-	$	-	$	-	$	24,348	
Lake Maintenance	368	368	368	368	368	368	368	-	368	-	-	-	2,944	
Management Company	2,333	2,333	2,333	2,333	2,333	2,333	2,333	2,333	2,333	-	-	-	21,000	

Repairs & Maintenance:											
Repairs & Maintenance	2,614	-	1,218	-	-	2,258	2,814	663	-	-	-	-	9,568					
Irrigation Repairs	-	-	-	-	-	-	-	-	-	-	-	-	-					
Landscape Contingency	2,268	-	1,297	-	-	-	3,038	-	-	-	-	-	6,603					

Utilities: Electric	

1,525	

1,429	

2,720	

1,612	

2,832	

2,751	

1,531	

2,742	

2,862	

-	-	-	20,003	
Water & Sewer	1,155	986	791	666	801	713	830	1,752	1,816	-	-	-	9,508	
Subtotal Field Expenditures	$	12,882	$	7,734	$	11,344	$	7,728	$	9,084	$	11,172	$	13,664	$	10,239	$	10,128	$	-  $	-  $	-  $	93,974	
Amelia Concourse
Community Development District Month to Month

Amenity Center:

Insurance	$	19,652	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	19,652	
Pool Maintenance	1,433	1,580	1,604	1,433	1,433	1,433	1,433	1,433	1,433	-	-	-	13,218				
Pool Chemicals	2,005	573	592	-	1,088	12	2,219	1,659	1,993	-	-	-	10,140				
Pool Permits	-	-	-	-	-	-	515	-	-	-	-	-	515				
Cable	0	162	0	-	162	162	162	162	162	-	-	-	973				
Janitorial	770	770	770	770	770	770	770	770	770	-	-	-	6,930				
Facility Maintenance	1,370	1,146	2,166	1,695	110	110	630	1,238	2,334	-	-	-	10,798				
Pest Control	79	79	79	79	79	81	422	162	-	-	-	-	1,060				
Refuse	57	57	62	62	59	59	59	59	59	-	-	-	532				
Holiday Decorations	-	548	221	-	-	-	-	-	-	-	-	-	769				
Reserves:
Capital Reserve Fund	

-	

-	

-	

-	

-	

-	

-	

-	

-	

-	-	-	-				
Subtotal Amenity Center:	$	25,367	$	4,914	$	5,495	$	4,039	$	3,702	$	2,628	$	6,211	$	5,482	$	6,750	$	-  $	-  $	-  $	64,587				
														
Total Operations & Maintenance	$	38,248	$	12,647	$	16,839	$	11,767	$	12,786	$	13,800	$	19,875	$	15,721	$	16,879	$	-  $	-  $	-  $	158,562				
														
Total Expenditures	$	70,254	$	24,219	$	26,646	$	20,626	$	19,469	$	19,863	$	38,582	$	22,925	$	28,419	$	-  $	-  $	-  $	271,004				
														
Excess (Deficiency) of Revenues over Expenditures	$	(69,782)	$	2,685	$	376,632	$	(12,789)	$	(13,498)	$	(16,244)	$	(31,127)	$	(19,300)	$	(25,134)	$	-  $	-  $	-  $	191,441				

Other Financing Sources/Uses:														
Transfer In/(Out)	$	-	$	-	$	-	$	12	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	12				
Total Other Financing Sources/Uses	$	-	$	-	$	-	$	12	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	12				
														
Net Change in Fund Balance	$	(69,782)	$	2,685	$	376,632	$	(12,777)	$	(13,498)	$	(16,244)	$	(31,127)	$	(19,300)	$	(25,134)	$	-  $	-  $	-  $	191,453				
Amelia Concourse
Community Development District Amelia Concourse SPE, LLC
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:

Bondholders Contributions	

$	

-	$	

-	$	-	

$	

-	
Total Revenues	$	-	$	-	$	-	$	-	

Expenditures:						
Annual Corporate Fees
Bank Charges/Other Current Contingency/Miscellaneous Insurance - Liability Management Fees	$	-	$
-
-
-
-	-	$	-
-	-
-	-
-	-
-	-	$	-
-
-
-
-	
Total Expenditures	$	-	$	-	$	-	$	-	
						
Excess (Deficiency) of Revenues over Expenditures	$	-	$	-	$	-	$	-	
						
Net Change in Fund Balance	$	-	$	-	$	-	$	-	
						
Fund Balance - Beginning	$	-	$	5,997			
						
Fund Balance - Ending	$	-	$	5,997			
Amelia Concourse
Community Development District Debt Service Fund Series 2007
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Amended	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	111,295	$	111,295	$	112,770	$	1,475	
Interest Income	500	500	10,105	9,605	
Total Revenues	$	111,795	$	111,795	$	122,875	$	11,079	

Expenditures:					
Interest - 11/1	$	31,769	$	31,769	$	31,769	$	-	
Interest - 5/1	31,769	31,769	31,769	-	
Principal - 5/1	50,000	50,000	50,000	-	
Principal Prepayment - 5/1	-	-	15,000	(15,000)	
Total Expenditures	$	113,538	$	113,538	$	128,538	$	(15,000)	
					
Excess (Deficiency) of Revenues over Expenditures	$	(1,742)	$	(1,742)	$	(5,663)	$	(3,921)	

Other Financing Sources/(Uses):					

Property Appraiser	
$	(1,200)	
$	(1,200)	
$	(1,136)	
$	64	
Transfer (Out)	(100)	(100)	(374)	(274)	
Transfer In	-	-	1,092	1,092	
Total Other Financing Sources/(Uses)	$	(1,300)	$	(1,300)	$	(417)	$	883	
					
Net Change in Fund Balance	$	(3,042)	$	(3,042)	$	(6,080)	$	(3,038)	
					
Fund Balance - Beginning	$	93,152		$	218,531		
					
Fund Balance - Ending	$	90,110		$	212,450		
Amelia Concourse
Community Development District Debt Service Fund Series 2016
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Amended	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	146,859	$	146,859	$	148,805	$	1,946	
Interest Income	2,000	2,000	7,906	5,906	
Total Revenues	$	148,859	$	148,859	$	156,711	$	7,852	

Expenditures:					
Interest - 11/1	$	53,850	$	53,850	$	53,850	$	-	
Principal Prepayment - 11/1	5,000	5,000	5,000	-	
Interest - 5/1	53,700	53,700	53,700	-	
Principal - 5/1	35,000	35,000	35,000	-	
Principal Prepayment - 5/1	-	-	5,000	(5,000)	
Total Expenditures	$	147,550	$	147,550	$	152,550	$	(5,000)	
					
Excess (Deficiency) of Revenues over Expenditures	$	1,309	$	1,309	$	4,161	$	2,852	

Other Financing Sources/(Uses):					
Transfer In/(Out)	$	(50)	$	(38)	$	-	$	38	
Property Appraiser	(1,500)	(1,500)	(1,499)	1	
Total Other Financing Sources/(Uses)	$	(1,550)	$	(1,538)	$	(1,499)	$	39	
					
Net Change in Fund Balance	$	(241)	$	(228)	$	2,662	$	2,890	
					
Fund Balance - Beginning	$	82,502		$	158,487		
					
Fund Balance - Ending	$	82,261		$	161,149		
Amelia Concourse
Community Development District Debt Service Fund Series 2019A
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Amended	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll	$	179,916	$	179,916	$	182,300	$	2,384	
Interest Income	2,500	2,500	9,062	6,562	
Total Revenues	$	182,416	$	182,416	$	191,362	$	8,946	

Expenditures:					
Interest - 11/1	$	67,941	$	67,941	$	67,941	$	-	
Principal Prepayment - 11/1	5,000	5,000	5,000	-	
Interest - 5/1	67,800	67,800	67,800	-	
Principal - 5/1	40,000	40,000	40,000	-	
Principal Prepayment - 5/1	-	-	5,000	(5,000)	
Total Expenditures	$	180,741	$	180,741	$	185,741	$	(5,000)	
					
Excess (Deficiency) of Revenues over Expenditures	$	1,675	$	1,675	$	5,621	$	3,946	

Other Financing Sources/(Uses):					
Transfer In/(Out)	$	(1,700)	$	(1,700)	$	(4,877)	$	(3,177)	
Property Appraiser	(1,900)	(1,900)	(1,836)	64	
Total Other Financing Sources/(Uses)	$	(3,600)	$	(3,600)	$	(6,713)	$	(3,113)	
					
Net Change in Fund Balance	$	(1,925)	$	(1,925)	$	(1,092)	$	833	
					
Fund Balance - Beginning	$	77,058		$	181,524		
					
Fund Balance - Ending	$	75,133		$	180,432		
Amelia Concourse
Community Development District Debt Service Fund Series 2019B
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues:					
Special Assessments - Tax Roll Interest Income	$	-	$
-	-	$	-
-	282	$	-
282	
Total Revenues	$	-	$	-	$	282	$	282	

Expenditures:					
Interest - 11/1	$	-	$	-	$	1,088	$	(1,088)	
Principal Prepayment - 11/1		-	-	30,000	(30,000)	
Total Expenditures	$	-	$	-	$	31,088	$	(31,088)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	-	$	(30,806)	$	(30,806)	

Other Financing Sources/(Uses):					
Transfer In	$	-	$	-	$	667	$	667	
Transfer (Out)		-	-	(30)	(30)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	637	$	637	
					
Net Change in Fund Balance	$	-	$	-	$	(30,169)	$	(30,169)	
					
Fund Balance - Beginning	$	-	$	30,420		
					
Fund Balance - Ending	$	-	$	252		
Amelia Concourse
Community Development District Statement of Revenues and Expenditures

Capital Projects Funds

For The Period Ending June 30, 2024

Description	SE 2007	SE 2019A	SE 2019B	
Revenues				
Interest Income	$	26	$	201	$23,160	
Transfer In	374	4,210	18	
Total Revenues	$	400	$	4,411	$	23,178	

Expenditures				
Capital Outlay	$	-	$	-	$	2,199	
Transfer Out	1,092	-	-	
Total Expenditures	$	1,092	$	-	$	2,199	
				
Excess Revenues (Expenditures)	$	(692)	$	4,411	$	20,980	
				
Beginning Fund Balance	$	693	$	3,514	$	616,285	
				
Ending Fund Balance	$	1	$	7,925	$	637,265	
Amelia Concourse
Community Development District Capital Reserve Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending June 30, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 06/30/24	Thru 06/30/24	Variance	

Revenues					
Capital Reserve Funding	$	65,276	$	-	$	-	$	-	
Interest	2,500	2,500	6,996	4,496	
Total Revenues	$	67,776	$	2,500	$	6,996	$	4,496	

Expenditures:					
Capital Outlay	$	20,000	$	15,000	$	-	$	15,000	
Repair and Replacements	50,000	37,500	-	37,500	
Total Expenditures	$	70,000	$	52,500	$	-	$	52,500	
					
Excess (Deficiency) of Revenues over Expenditures	$	(2,224)		$	6,996		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	-	$	-	
Total Other Financing Sources (Uses)	$	-	$	-	$	-	$	-	
					
Net Change in Fund Balance	$	(2,224)		$	6,996		
					
Fund Balance - Beginning	$	133,830		$	166,066		
					
Fund Balance - Ending	$	131,606		$	173,061		
Amelia Concourse
Community Development District Long Term Debt Report

Series 2007, Capital Improvement Revenue Bonds			

Optional Redemption Date	
5/1/2017		
Interest Rate	5.75%		
Maturity Date	5/1/2038		
Reserve Fund Definition	7.0264% of Deemed Outstanding		
Reserve Fund Requirement	$	112,263		
Reserve Fund Balance	112,263		
Excess Funds Revenue Acc 11/2	Any lawful Purpose		
Bonds outstanding - 9/30/2013		$	7,255,000	
Less: November 1, 2013		-	
Less: May 1, 2014 (Mandatory)		(125,000)	
Less: May 1, 2014 (Prepayment)		(65,000)	
Less: May 1, 2014 (Prior Years)		(435,000)	
Less: November 1, 2014 (Prepayment)		(85,000)	
Less: May 1, 2015 (Prepayment)		(75,000)	
Less: December 16, 2021 (Partial Redemption)		(895,000)	
Less: May 1, 2022 (Prepayment)		(200,000)	
Less: August 8, 2023 (Partial Redemption)		(4,270,000)	
Less: May 1, 2024 (Prepayment)		(15,000)	
Less: May 1, 2024 (Mandatory)		(50,000)	
Current Bonds Outstanding		$	1,040,000	

Series 2016, Capital Improvement Revenue Bonds			

Optional Redemption Date	
5/1/2026		
Interest Rate	6.00%		
Maturity Date	5/1/2047		
Reserve Fund Definition	50% of MADS		
Reserve Fund Requirement	$	72,383		
Reserve Fund Balance	72,383		
Excess Funds Revenue Acc 11/2	Any lawful Purpose		
Bonds outstanding - 6/30/2016		$	3,385,000	
Less: May 1, 2018 (Mandatory)		(40,000)	
Less: May 1, 2018 (Prepayment)		(60,000)	
Less: November 1, 2018 (Prepayment)		(160,000)	
Less: May 1, 2019 (Mandatory)		(40,000)	
Less: May 1, 2019 (Prepayment)		(95,000)	
Less: November 1, 2019 (Prepayment)		(600,000)	
Less: May 1, 2020 (Prepayment)		(235,000)	
Less: May 1, 2020 (Mandatory)		(35,000)	
Less: November 1, 2020 (Prepayment)		(105,000)	
Less: May 1, 2021 (Prepayment)		(80,000)	
Less: May 1, 2021 (Mandatory)		(30,000)	
Less: November 1, 2021 (Prepayment)		(5,000)	
Less: May 1, 2022 (Prepayment)		(5,000)	
Less: May 1, 2022 (Mandatory)		(30,000)	
Less: November 1, 2022 (Prepayment)		(15,000)	
Less: May 1, 2023 (Prepayment)		(20,000)	
Less: May 1, 2023 (Mandatory)		(35,000)	
Less: November 1, 2023 (Prepayment)		(5,000)	
Less: May 1, 2024 (Prepayment)		(5,000)	
Less: May 1, 2024 (Mandatory)		(35,000)	
Current Bonds Outstanding		$	1,750,000	
Amelia Concourse
Community Development District Long Term Debt Report

Series 2019A, Capital Improvement Revenue Bonds			

Optional Redemption Date	
5/1/2029		
Interest Rate	5.65%		
Maturity Date	5/1/2049		
Reserve Fund Definition	50% of MADS		
Reserve Fund Requirement	$	106,301		
Reserve Fund Balance	106,301		
Excess Funds Revenue Acc 11/2	Any lawful Purpose		
Bonds outstanding - 03/20/2019		$	3,035,000	
Less: May 1, 2020 (Mandatory)		(40,000)	
Less: February 1, 2021 (Prepayment)		(40,000)	
Less: May 1, 2021 (Prepayment)		(40,000)	
Less: May 1, 2021 (Mandatory)		(40,000)	
Less: August 1, 2021 (Prepayment)		(55,000)	
Less: November 1, 2021 (Prepayment)		(85,000)	
Less: February 1, 2022 (Prepayment)		(85,000)	
Less: May 1, 2022 (Prepayment)		(35,000)	
Less: May 1, 2022 (Mandatory)		(40,000)	
Less: August 1, 2022 (Prepayment)		(55,000)	
Less: November 1, 2022 (Prepayment)		(20,000)	
Less: May 1, 2023 (Prepayment)		(35,000)	
Less: May 1, 2023 (Mandatory)		(40,000)	
Less: August 1, 2023 (Prepayment)		(20,000)	
Less: November 1, 2023 (Prepayment)		(5,000)	
Less: May 1, 2024 (Prepayment)		(5,000)	
Less: May 1, 2024 (Mandatory)		(40,000)	
Current Bonds Outstanding		$	2,355,000	
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT			
FISCAL YEAR 2024 ASSESSMENT RECEIPTS SUMMARY			

ASSESSED	# UNITS ASSESSED	SERIES 2007
DEBT SERVICE ASMT	SERIES 2016
DEBT SERVICE ASMT	SERIES 2019A
DEBT SERVICE ASMT	

FY24 O&M ASMT	

TOTAL	
NET ASSESSED TAX ROLL	458	111,295.33	146,859.16	179,916.12	439,046.17	877,116.79	
TOTAL NET ASSESSED	458	111,295.33	146,859.16	179,916.12	439,046.17	877,116.79	

DUE / RECEIVED	

BALANCE DUE	SERIES 2007
DEBT SERVICE PAID	SERIES 2016
DEBT SERVICE PAID	SERIES 2019A
DEBT SERVICE PAID	

O&M PAID	

TOTAL PAID	
TAX ROLL DUE / RECEIPTS	(11,621.67)	112,769.97	148,805.02	182,300.00	444,863.47	888,738.46	
TOTAL DUE / RECEIVED	(11,621.67)	112,769.97	148,805.02	182,300.00	444,863.47	888,738.46	

SUMMARY OF TAX ROLL RECEIPTS							
NASSAU COUNTY DISTRIBUTION	DATE
RECEIVED	AMOUNT
RECEIVED	SERIES 2007
RECEIPTS	SERIES 2016
RECEIPTS	SERIES 2019A
RECEIPTS	O&M RECEIPTS	
1	11/03/23	2,769.99	351.48	463.79	568.19	1,386.53	
2	11/22/23	49,931.26	6,335.66	8,360.19	10,242.01	24,993.40	
3	12/05/23	788,552.70	100,057.64	132,030.53	161,749.66	394,714.87	
4	12/22/23	16,070.75	2,039.18	2,690.79	3,296.47	8,044.31	
5	01/08/24	10,470.30	1,328.55	1,753.08	2,147.69	5,240.98	
6	02/07/24	6,582.08	835.18	1,102.06	1,350.13	3,294.71	
7	03/07/24	2,289.54	290.51	383.35	469.64	1,146.04	
8	03/13/24	331.00	42.00	55.42	67.90	165.68	
9	04/05/24	2,707.11	343.50	453.26	555.29	1,355.06	
10	05/08/24	7,191.73	912.54	1,204.14	1,475.18	3,599.87	
TAX CERTIFICATES	06/08/24	1,842.00	233.73	308.41	377.84	922.02	
11	06/18/24	-	-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
			-	-	-	-	
TOTAL TAX ROLL RECEIPTS		888,738.46	112,769.97	148,805.02	182,300.00	444,863.47	

PERCENT COLLECTED TAX ROLL		101.32%	101.32%	101.32%	101.32%	101.32%	

B.
Amelia Concourse
Community Development District
Check Register Summary 5/1/24 - 6/30/24

Fund	Date	Check #'s	Amount	

Payroll	
5/23/24	
50221-50223	
$	554.10	
		Sub-Total	$	554.10	

General Fund	

5/2/24	

2358-2364	

$	17,293.63	
	5/10/24	2365-2368	12,794.46	
	5/31/24	2369-2375	3,633.60	
	6/26/24	2376-2390	21,183.33	
		Sub-Total	$	54,905.02	
				
Total			$	55,459.12	
PR300R
CHECK
#
50221

EMP #

12
PAYROLL CHECK REGISTER
EMPLOYEE NAME

JEFFRY A SNOW
RUN 5/23/24 PAGE	1
CHECK	CHECK
AMOUNT	DATE
- 1-84-.7-0- -5/-23-/2-02-4-
50222	13	KIMBERLY CHAMERDA
50223	15		WILLIAM T BUSBY TOTAL FOR REGISTER
184.70	5/23/2024
-	-
1-84-.7-0- - 5/-23-/2-02-4-

554.10

ACON AMELIA CONCOUR DLAUGHLIN
Attendance Sheet
District Name:	Amelia Concourse CDD
Board Meeting Date: May 21, 2024

The Supervisors present at the above-referenced meeting should be compensated accordingly.

D1strict Mana gnature	Date

PLEASE RETURN COMPLETED FORM TO DANIEL LAUGHLIN
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/15/24	PAGE	1
*** CHECK DATES 05/01/2024 - 06/30/2024 ***	AMELIA CONCOURSE - GF
BANK A AMELIA CON - GENERAL
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
5/02/24 00118	4/25/24 12487	202404 320-57200-62000	*	1,288.00
RPLC EXISTING BACKFLOW
BOB'S BACKFLOW & PLUMBING SERVICES	1,288.00 002358
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00132	4/23/24 8875298	202404 320-57200-46300	*	1,574.13
INSTALL FLOWER ROTATION
BRIGHTVIEW LANDSCAPE SERVICES, INC.	1,574.13 002359
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00132	5/01/24 8879264	202405 320-57200-46200	*	2,749.00
MAY LANDSCAPE MAINTENANCE
BRIGHTVIEW LANDSCAPE SERVICES, INC.	2,749.00 002360
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00142	4/24/24 6740895	202404 320-57200-45400	*	797.50
POOL CHEMICALS
HAWKINS INC	797.50 002361
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00127	5/01/24 404410	202405 320-57200-34500	*	110.00
MAY SECURITY SERVICES
HI-TECH SYSTEM	110.00 002362
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00022	4/11/24 7289456	202404 310-51300-32300	*	3,500.00
FY24 SE2007 TRUSTEE FEES
4/11/24 7289456	202404 310-51300-32300	*	271.25
INCIDENTAL EXPENSES
U.S. BANK	3,771.25 002363
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/02/24 00022	4/25/24 7302696	202404 310-51300-32300	*	3,250.00
TRUSTEE SE2019 FY24
4/25/24 7302696	202404 300-15500-10100	*	3,250.00
TRUSTEE SE2019 FY25
4/25/24 7302696	202404 310-51300-32300	*	503.75
INCIDENTAL EXPENSES
U.S. BANK	7,003.75 002364
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/10/24 00118	4/30/24 12779	202404 320-57200-62000	*	1,288.00
RPLC EXISTING BACKFLOW
BOB'S BACKFLOW & PLUMBING SERVICES	1,288.00 002365
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/10/24 00005	5/01/24 299	202405 320-57200-34000	*	1,166.67
MAY CONTRACT ADMIN
5/01/24 299	202405 320-57200-35100	*	1,166.67
MAY FACILITY MANAGEMENT
5/01/24 299	202405 320-57200-46000	*	770.00
MAY JANITORIAL
5/01/24 299	202405 320-57200-45300	*	1,433.33
MAY POOL MAINTENANCE
ACON AMELIA CONCOUR OKUZMUK
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/15/24	PAGE	2
*** CHECK DATES 05/01/2024 - 06/30/2024 ***	AMELIA CONCOURSE - GF
BANK A AMELIA CON - GENERAL
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
5/01/24 299	202405 320-57200-45400	*	209.88
POOL CHEM-PHOSPHATE RMVR
5/01/24 299	202405 320-57200-45400	*	24.42
POOL CHEM-TRICHLOR
GOVERNMENTAL MANAGEMENT SERVICES	4,770.97 002366
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
300	202405 310-51300-34000	*	4,173.75
MAY MANAGEMENT FEES
300	202405 310-51300-52000	*	88.33
MAY WEBSITE ADMIN
300	202405 310-51300-35100	*	176.67
MAY INFO TECH
300	202405 310-51300-32400	*	927.50
MAY DISSEM AGENT SRVCS
300	202405 310-51300-51000	*	.36
OFFICE SUPPLIES
300	202405 310-51300-42000	*	7.68
POSTAGE 300
COPIES 300
TELEPHONE
GOVERNMENTAL MANAGEMENT SERVICES	5,435.49 002367
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/10/24 00145	3/19/24 1122	202403 320-57200-62000	*	1,300.00
6' WH PVC 18' W/ NO GATES
LV FENCE & GATES LLC	1,300.00 002368
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00005	5/14/24 301	202404 320-57200-35000	*	1,237.70
APR FACILITY MAINTENANCE
GOVERNMENTAL MANAGEMENT SERVICES	1,237.70 002369
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00142	5/13/24 6755215	202405 320-57200-45400	*	708.00
POOL CHEMICALS
HAWKINS INC	708.00 002370
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00142	5/23/24 6766247	202405 320-57200-45400	*	726.40
POOL CHEMICALS
HAWKINS INC	726.40 002371
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00011	5/16/24 24-00080 202405 310-51300-48000	*	68.00
NTC OF QUAL PRD CAN BOS
JACKSONVILLE DAILY RECORD	68.00 002372
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00135	5/19/24 9402	202404 310-51300-31500	*	784.50
APR GENERAL SERVICE
KILINSKI VAN WYK PLLC	784.50 002373
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
ACON AMELIA CONCOUR OKUZMUK
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/15/24	PAGE	3
*** CHECK DATES 05/01/2024 - 06/30/2024 ***	AMELIA CONCOURSE - GF
BANK A AMELIA CON - GENERAL
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
5/31/24 00082	5/01/24 56477288 202405 320-53800-45513	*	81.00
MAY FIRE ANT SERVICE
NADERS PEST CONTROL	81.00 002374
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/31/24 00065	5/24/24 24052435 202405 320-57200-35000	*	28.00
ANNUAL INSPECTION FEE
NASSAU COUNTY BOARD OF COUNTY	28.00 002375
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/26/24 00085	6/25/24 144555	202406 310-51300-42500	*	466.54
PRINT CDD NOTICES
6/25/24 144555	202406 310-51300-42000	*	311.44
POSTAGE CDD NOTICES
ADVANCED DIRECT MARKETING SERVICES	777.98 002376
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/26/24 00132	6/01/24 8919167	202406 320-57200-46200	*	2,749.00
JUN LANDSCAPE MAINTENANCE

CLEANING DEPOSIT CK#169

CYNTHIA GILDAY	175.00 002378
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/26/24 00146	5/12/24 10892616 202405 320-57200-62000	*	663.19
URINAL VALV POOL BATHROOM
MODAN CONSTRUCTION SERVICES LLC	663.19 002379
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
302	202406 310-51300-34000	*	4,173.75
JUN MANAGEMENT FEES
302	202406 310-51300-52000	*	88.33
JUN WEBSITE ADMIN
302	202406 310-51300-35100	*	176.67
JUN INFO TECH
302	202406 310-51300-32400	*	927.50
JUN DISSEM AGENT SRVCS
302	202406 310-51300-51000	*	.42
OFFICE SUPPLIES
6/01/24 302	202406 310-51300-42000	*	8.96
POSTAGE
6/01/24 302	202406 310-51300-42500	*	77.55
COPIES
GOVERNMENTAL MANAGEMENT SERVICES	5,453.18 002380
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/26/24 00005	6/01/24 303	202406 320-57200-34000	*	1,166.67
JUN CONTRACT ADMIN
ACON AMELIA CONCOUR OKUZMUK
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/15/24	PAGE	4
*** CHECK DATES 05/01/2024 - 06/30/2024 ***	AMELIA CONCOURSE - GF
BANK A AMELIA CON - GENERAL

JUN JANITORIAL

POOL CHEMICALS
1,506.50

POOL CHEMICALS
476.00

CLEANING DEPOSIT CK#3917
125.00

JUN SECURITY SERVICES
110.00

CLEANING DEPOSIT CK#5430 RENTAL FEE CK#5431
125.00

MAY GENERAL SERVICES

JUN FIRE ANT SERVICE
81.00

APR LAKE MAINTENANCE
368.00

MAY ENGINEERING SERVICES
270.00

TOTAL FOR BANK A	54,905.02 ACON AMELIA CONCOUR OKUZMUK
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/15/24	PAGE	5
*** CHECK DATES 05/01/2024 - 06/30/2024 ***	AMELIA CONCOURSE - GF
BANK A AMELIA CON - GENERAL
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#

TOTAL FOR REGISTER	54,905.02

ACON AMELIA CONCOUR OKUZMUK
Bob's Backflow & Plumbing Services
4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244
Invoice
12487
Invoice Date
4/25/2024

-
Bob's Backflow & Plumbing Services
4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244
Phone# (904) 268-8009	Fax# (904) 292-4403

Labor 2 Men to replace the existing back.flow preventer, clean, flush, test, and certify, Replace the badly rusted and actively
leaking galvanized piping and insulate.	2	180.00	360.00	
1.5' Wilkins 975XL2 ACR4344	I	798.00	798.00	
Piping & Materials	I	70.00	70.00	
Insulation to protect the device against future freeze damage.	I	60.00	60.00	
Backflow Test: Back.flow Test/ Certified and submitted to proper	I	0.00	0.00	
Water Utility Provider				

Total	$1,288.00	
Payments/Credits	$0.00	
Balance Due	$1,288.00	
)
BrightView r;
Landscape Services

Sold To: 24578747
Amelia Concourse CDD OMS North Florida LLC 475 W Town Place Ste I 14 St Augustine FL 32092
Project Name: Replacement of declining roses in entrance island
Project Description: Replacement of declining roses in entrance island
INVOICE

Customer#: 24578747
Invoice #:	8875298 Invoice Date: 4/23/2024 Sales Order: 8355077 CustPO#:

Job Number	Description	Qty	UM	Unit Price	Amount	
346108408	Amelia Concourse CDD			
684.00

24.40

255.60

Total Invoice Amount Taxable Amount
Tax Amount
Balance Due		
	Labor to remove existing plant material and
prep bed space;	1.000	EA		684.00	
	Installation of new 3gallon Loropetalum	26.000	EA		634.53	
	plants					
	Retrofit of irrigation system to ensure proper coverage of n	1.000	LS		255.60	

					

1,574.13	
					1,574.13	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904 292-07 l6

Pavment Stub
Cusfomer Account#: 24578747
Invoice#: 8875298 Invoice Date: 4/23/2024
Please detach stub and remit with your payment

I!  Amount Due:	 $ 1,574. I 3	II
Thank you for allowing us to serve you

Please reference the invoice# on your
check and make payable to

Amelia Concourse CDD OMS North Florida LLC 475 W Town Place Ste 114
BrightView Landscape Services. Inc.
P.O. Box 740655
Atlanta, GA 30374-0655
BrightView 
Landscape Services

Amelia Concourse COD GMS North Florida LLC 475 W Town Place Ste 114 St Augustine FL 32092

Job Number	Description	Amount	
346108408	Amelia Concourse CDD Exterior Maintenance For May

Total invoice amount Tax amount
Balance due	2,749.00

2,749.00

2,749.00	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904-292-0716

Please detach stub and remit with your payment
Did you know that BrightView now offers auto ACH as a payment method? Discover the convenience and safety of automatic ACH bill payment for your recurring billing. Please contact autopay@briqhtview.com or your branch point of contact for more information on how to sign up on Auto Pay.
Payment Stub
Customer Account#: 24578747
Invoice#: 8879264 Invoice Date: 5/1/2024
Il Amount Due:	$2,749.00	II
Thank you for allowing us to serve you
Amelia Concourse CDD GMS North Florida LLC 475 W Town Place Ste 114
Please reference the invoice # on your check
and make payable to:
BrightView Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374-0655

Hawkins, Inc.
2381 Rosegate
Roseville, MN 55113
Phone: (612) 331-6910
Original
INVOICE

Total Invoice	$797.50
Invoice Number	6740895
Invoice Date	4/24/24
Sales Order Numberffype  4509720	SL
Branch Plant	74

Sold To:  498805
ACCOUNTS PAYABLE
AMELIA CONCOURSE COMMUNITY DEVELOPMENT
475WTown Pl SUITE 114
Saint Augustine FL 32092-3648
 Shipment Number	5360340	
Ship To:	498806
AMELIA CONCOURSE COMMUNITY
DEVELOPMENT
85200 Amaryllis Ct
SUITE 114
Fernandina Beach FL 32034-9716

Net Due Date  Terms	FOB Description	Ship Via	Customer P.O.#	P.0. Release	Sales Agent #		
5/24/24	Net30	PPD Origin	HWTG		382		

1.000	41930	Azone - EPA Reg. No. 7870-1	N	265.0000	GA	$2.9000	GA	2,562.6 LB	$768.50		
		1 LB BLK (Mini-Bulk)		265.0000	GA			2,562.6 GW		
1.010	Fuel Surcharge	Freight	N	1.0000	EA	$29.0000		$29.00		

********** Receive Your Invoice Via Email*****'""'**
Please contact our Accounts Receivable Department via email at Credit.Dept@Hawkinslnc.com or call 612-331-6910 to get it setup on your account.

Page 1 of 1	Tax Rate

Sales Tax
Invoice Total	$797.50
0%	$0.00		
No D11counts on Freight
IMPORTANT: All p1oducls are sold wllhout warranty o! any kind and purcha,iers will, by 1helr own lasts, da\ermlne suUabllity of such prodv<:ts Im their own ue&. Sella, warrants that all goods covered bylhls Invoice we,a produced !n compliance wllh \ha requirements of Iha Fair labor Standa<d!I Act or 1938, as amanded. Sellar speciflc:ally dlsclalms and exciudas any warranty of merchan!ebtt\ty and1111y warranty of fitness !or a psr11cular purpose.
NO CLAIMS FOR LOSS, DAMAGE OR LEAKAGE
ALLOWED AFTER DELIVERY JS MADE IN GODO
CONDITION.
CHECK REMITTANCE:
Hawkins, Inc.
P.O. Box 860263
Mlnneapol!s, MN 5S486--0263

WIRING CONTACT INFORMATION:
Emall: Cred!t.Oept@Hawklnslnc,com

Phone Number: (612) 617-8581
FaK Number:  (612) 225-6702
FINANCIAL INSTITUTION:
US Bank
800 Nicollet Mall
Minneapolis, MN 55402

Account Name:	 HawklM, !nc, Account II:	180120759469
ASA/Routing II!	091000022 Swift Codell:	 USBKUS44IMT
Type of Account:	Corporate Checklnc

ACH PAYMENTS:
CTX (Corporate Trade Exchance) Is our preferred method, Please remember to Include Jn the addendum the document numbers pertaining to the payment.
For other than CTX, the remit to Information may be emailed to
Credlt.Dept@Hawklnslnc.com

CASH JN ADVANCE/HT PAYMENTS:
Please llstthe Hawkins, Inc. sales order number or your purchase order number If the Invoice has not been processed yet,
Hf-Tech
Tallahassee, FL 32308
2498 Centerville Rd.

Bill to:
Amelia Concourse COD
475 WTown Place
Suite 114
Saint Augustine, FL 32092
Click Here to Pay Online!

Bid#:

475 WTown Place

1

Tech Resolution Note:
Thank you for choosing Hi-Tech!

[!!ibank	2/3
Corporate Trust Serv!OE1s EP-MN-WN3L
60Ulllngston Ave.
·st. Paul,M 65107'
lnvnlr,o 1\11ll'l'lh<>r

Invoice Date: Direct Inquiries To: Phone:
7?.89456

04/11/2024
Schuhle, s·cott A
(954)-938' 2476

Amella Concourse COD
c/o GMS • North Florida, LLC ; 475 West Town Place Suite 114 St. Augustine, FL 32092
United States

AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2007
,.

The fo!lowtng Is a statement of transactions pertaining to )'?',Jr account. For further Information, please review Iha attached.
STATEMENT SUMMARY

PLEASE REMIT BOTTOM COUPON PORTION OF THIS PAGE WITH CHECK PAYMENT OF INVOICE.

TOTAL AMOUNT DUE	$3,771.25

All invoices aredueuponreceipt.

Pleese detach at per1o,atlon andreturnbottomportion of lhe statement Withyour check, payable to U.S. Bank.

AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT
CAPITAL IMPROVEMENT REVENUE BONDS, SERIES
2007

Please mall payments to:
U.S. Bank
CM-9690 POBOX70870
St. Paul, MN 55170-9690

Corporate Tlllst Seivlces EP-MN-WN3L
60U'<'ftigslon Ave.
st. Paul, MN56107

Invoice Number:	7289456
n,1111nn?t,

AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT
CAPITAL IMPROVEMENT REVENUE BONDS, SERIES
2007
Direct Inquiries To: Phone:
Schuhle, Scott A
(954) 938-2476

CURRENT CHARGES SUMMARIZED FOR ENTIRE RELATIONSHIP

The fees shown on thisInvoice arerenecttve of the most recent feeschedule ornoHi;e of feead!ustment providedbyU.S. Bank.
Page 2 of 2
bank.	2/3
Corporate Trust Services EP-MN-WN3L
60 Livingston Ave. St. Paul,MN 55107
Invoice Number:
Invoice Date: Direct Inquiries To: Phone:
7302696

04/25/2024
Schuhle, Scott A (954)-938-2476

Amelia Concourse CDD ATTN District Manager
475 West Town Place Suite 114 World Golf Village
St Augustine, FL 32092
United States
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT
CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2019A SERIES 20198-1 (TAX-EXEMPT) AND SERIES 2019B-2 (TAXABLE)

The following is a statement of transactions pertaining to your account. For fur1her information.pleasereview the attached.
STATEMENT SUMMARY

PLEASE REMIT BOTTOM COUPON PORTION OF THIS PAGE WITH CHECK PAYMENT OF INVOICE.

TOTAL AMOUNT DUE	$7,003.75

All invoices aredue upon receipt

n APR 29 2024 u
B	-----

Please detach at perforation andretum bottomportion of the statement withyourcheck, payable to U.S. Bank.
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT
CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2019A
SERIES 2019B-1 (TAX-EXEMPT) AND SERIES 2019B-2 (TAXABLE)

Please mail payments to:
U.S. Bank CM-9690
PO BOX 70870
St. Paul, MN 55170-9690
bank	Corporate TrustSefVlces
313
EP-MN-WN3L
.,	60 Livingston Ave. AMELIA CONCOURSE COMMUNITY DEVEi:o 'i,, f5107 DISTRICT
CAPITAL IMPROVEMENT REVENUE BONDS, SERIES
2019A
SERIES 2019B-1 (TAX-EXEMPT) AND SERIES 2019B-2 (TAXABLE)
Invoice Number:

Direct Inquiries To: Phone:
7302696

Schuhle, Scott A
(954)-938-2476

CURRENT CHARGES SUMMARIZED FOR ENTIRE RELATIONSHIP
Detail of Current Charges	Volume	Rate	Portion of Year	Total Fees

04200 Trustee
04200 Trustee
1.00
1.00
3,750.00
2,750.00
100.00%
100.00%
$3,750.00
$2,750.00
Subtotal Administration Fees - In Advance 04/01/2024 - 03/31/2025	$6,500.00

Incidental Expenses
04/01/2024 to 03/31/2025
Subtotal Incidental Expenses
6,500.00	0.0775	$503.75

$603.75

TOTAL AMOUNT DUE	$7,003.75

The feesShown onthislnvclce arereflective of the mostrecent fee sdledule or notice of feeadjustment provided byU.S. Bank.
Page 2of 2
Bob's Backflow & Plumbing Services
4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244
Invoice
12779
Invoice Date
4/30/2024

Bill To		Job Location	
Amelia Concourse Community
c/o GMS/Governmental Mgmt Svcs Inc
475 West Town Place Suite 114
St Augustine, FL 32092		Amelia Concourse Community 85200 Amaryllis Ct Fernandina Beach, FL 32034	

Bob's Backflow & Plumbing Services 4640 Subchaser Ct., Ste 113
Jacksonville, FL 32244
Phone# (904) 268-8009	Fax# (904) 292-4403

51-1/2" Wilkins 975XL2 Serial# ACR3484	1	798.00	798.00	
Piping & Materials	1	70.00	70.00	
Insulation to protect the device against future freeze damage.	I	60.00	60.00	
Back:flow Test: Backfl.ow Test/ Certified and submitted to proper	1	0.00	0.00	

Total	$1,288.00	
Payments/Credits	$0.00	
Balance Due	$1,288.00	

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Amelia Concourse COD 475 West Town Place Suite 114
St. Augustine, FL 32092
Invoice

Invoice#: 299
Invoice Date: 5/1/24
Due Date: 511/24
Case:
P.O. Number:

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Amelia Concourse CDD 475 West Town Place Suite 114
St. Augustine, FL 32092
Invoice

Invoice #: 300
Invoice Date: 5/1/24
Due Date: 5/1/24
Case:
P.O. Number:

A1111>11nt.•

ManagementFee - fl,/lll;Y 2024
.weosit !A!:ltninlstr'atlo.JJ/:,M1;1y 2.0.24 Information Technology - May 2024 Dissemliia!lciiiAgent Services,May .2024 Office SuppUes
Postage Coples Telephone

		4,173.75
88,33
176.67
. 927.50
0.36
7,$8
21.60
39.60	4,173.75
.a8:3s
176'.67
927'.5.0
0.36
7..68
21.60
.39.60	

INVOICE
LV Fence & Gates, LLC
PO Box 195664
Winter Springs, FL 32719

Amelia Concourse CDD
Bill to
Amelia Concourse CDD 85200 Amaryllis Ct.
Fernandina Beach FL
32034
Nassau

Invoice details Invoice no.: 1122
Terms: Due Upon Completion
Invoice date: 03/19/2024 Due date: 04/24/2024

LVFencesandGates@gmait.com
+1 (407) 383-6443
http://www.lvfenceandgates.com
FENCE
1,-·••- &	GATES
"Fenced up for the Perfect Price"

#	Date	Product or service	Description	Qty	Rate	Amount	

1.		
61WhitePVC	18' With no gates.		$500.00	$500.00	
2.		
Services			$800.00	$800.00	

Ways to pay
BANK
Total	$1,300.00

Overdue	04/24/2024

Note to customer
·cusTOMER'S SIGNATURE ON THE INVOICE OR QUOTE/ESTIMATE SHALL BE CONSIDERED ACCEPTANCE OF THE ATTACHED TERMS AND CONDITIONS.
Feel free to contact us if you have any questions. We look forward to working with you!
Lake 386-916-4837 or Toby 407-383-6443

Have a great day! LV Fence & Gates

Thank you for the business!

Signature: 	

Date	
Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

BIii To:
Amelia Concourse COD 476 West Town Place Suite 114
St, Augustine, FL 32092
Invoice
Invoice#: 301 Invoice Date: 5/14/24
Due Date: 5/14/24 Case:
P.O. Number:

Total	$1,237.70	
Payments/Credits	$0.00	
Balance Due	$1,237.70	
AMELIA CONCOURSE COMMUNITY DEVELOPMENT DISTRICT MAINTENANCE BILLABLE HOURS
	FOR THE MONTH OF APRIL 2024	

Date	Hours	Employee	Description	
4/2/24	3	C.D,	Blew off all leaves and debris from pool deck, collected all debris from pool deck, mixed up more stucco mix to fill voids In foam pillar bases at playground,	
			worked onto surface to level	
4/4/24	4	G.D.	Applied one more coat if stucco mix to pillar bases, mixed up neat epoxy resin	
			and applied to concrete finish, .mixed up thickened epoxy with micro balloon	
			filler, applied filler coat and smoothed over surface	
4/9/24	2	G.D.	Straightened and organized pool deck furniture, blew leaves and debris off	
			pool deck, checked and changed trash receptacles and brought oul, mixed	
			up another batch of thickened epoxy and applied to comers	
4/10/24	4	G.D.	Mixed up and applied more thickened epoxy to comers, sanded and smoothed	
			comers treated earlier in the week, painted one finished comer, straightened	
			and organized pool deck furniture	
4/16/24	2	G.D.	Updated message board, straightened and organized pool deck furniture,
Blew off all leaves and debris from pool deck, collected all debris from pool	
			deck, took out garbage receptacles	
4/18/24	2	G.D.	Restocked paper products In bathrooms, straightened and organized pool	
			deck furniture, met with Brightview supervisors and went over expectations	
			moving forward	
4/23/24	4	G.D.	Sanded and prepared for paint on three comers, painted four comers, edged	
			out in between aluminum fencing, used color swatch to purchase paint	
4/24/24	1.5	G.D.	Met with Harvey and Murray about landscaping proposal and scope of work	
TOTAL		22.5				

MILES		0		*Mileage is reimbursable per section 112.061 Florida Statutes Mileage Rate 2009-0.445

AMELIA CONCOURSE	1
MAINTENANCE BILLABLE PURCHASES
Period Ending 5/05/24
DISTRICT	DATE	SUPPLIES	f1lli,E	EMPLOYEE

Amella Concour$e

4/3/24   Commercial Zone 42 Gallon Trash Can	113.83 C.D. 4/3/24   18' large Outdoor Clock with Humidity and Temp		45.99 C.D. 4/4/24   Mlcroballon Epoxy Thickening Additive		 33.21   C.D.
4/18/24	Behr Marque Flat Gallon Paint	74.73	C.D.
4/25/24	Expanding Foam 12pz (4)	27.51	C.D.
4/25/24	3M Sandpaper 80 Grit	17,23	C.D.
4/25/24	Wooster Roller Liners	5.49	C.D.
4/25/24	Wooster Roller Pall	12.05	c,o.
4/25/24	Wooster Mini Rollers Rough Surface	7,67	C.D,

TOTAL   $337,70	

Hawkins, Inc.

Phone: (612) 331-6910
Original
INVOICE

6755215

Sold To: 498805
ACCOUNTS PAYABLE
AMELIA CONCOURSE COMMUNITY DEVELOPMENT
475WTown Pl SUITE 114
Saint Augustine FL 32092-3648
 Shipment Number	5378114	
Ship To:	498806
AMELIA CONCOURSE COMMUNITY
DEVELOPMENT
85200 Amaryllis Ct
SUITE 114
Fernandina Beach FL 32034-9716

Net Due Date Terms	FOB Description	Ship Via	Customer P.0.#	P.O. Release	Sales Agent # 6/12/24	Net30	 PPD Origin	 HWfG
Item Name/	Qty	Trans	Unit	Prlce
Line#  Item Number	Description	Tax	Shipped	UOM	Price	UOM

0	GA

0

*****"""** Receive Your Invoice Via Email"*********
Please contact our Accounts Receivable Department via email at Credit.Dept@Hawklnslnc.com or call 612-331-6910 to get It setup on your account.

Page 1 of 1	Tax Rate	Sales Tax
Invoice Total	$708.00
0 %	--_$:0.00
-	'==============
No Dlacounts on Freight
IMPORTANT: AH prcducis are sold wllhout warranty of any kind and purnhaseIs w!fl, by the!r own tes\8, determine sullabljlty of such products for 1helr own use.
CHECK REMITTANCE:
Hawkins, Inc.
P.O. Box 860263
	 FINANCIAL JN5TITI.lTlON:
us Bank
800 Nicollet Mall
ACH PAYMENTS:
CTX {Corporate Trade Exchanse) Is our preferred method. Please remember to Include In the addendum the document numbers
Seller warrnnts that en goods oove1ed bylhls Invoice were produood !n compllanoo with Iha raqulramen!s of the falf labor Standards Act or 11138, as amended. Saller epeclflcally disclaims Md excludes any warranty of marohan!ablllty and any warranty of mnaoo far a particular
purpo,;a.
NO CLAIMS FOR LOSS, DAMAGE OR LEAKAGE
ALLOWED AFTER DELIVERY IS MADE IN GOOD CONOITION.
Mlnneapol!s, MN 55486--0263

WIRING CONTACT INFORMATION:
Email: Credlt.Dept@Hawklnslnc.com

Phone Number. {612) 617-8581
Fax Number:  {612) 225-6702
Minneapolis, MN SS402

Account Name:	 Hawkins, inc. Account II:	180120759469
ASA/Routing 11:	091000022 Swift Codell:	 USBKUS441MT
Type of Account:	Corporate Checklns
pertaining to the payment.
For other than CTX, the remit to Information may be emailed to Credit.Dept@Hawklnslnc.com

CASH IN ADVANCE/EFT PAYMENTS:
Please list the Hawkins, Inc. sales order number or your purchase order number If the Invoice has not been processed yet.
Thia contractor and eubcont111ctor 1hall ibid, byIharequirements of 41 CFR U60.1.4(a), 60.300.S(a) and 60.741.5/a). Then ragutatlon• prohibit dlacrtmlnallon again•! qual!flad lndMduala baHd on thatr atatu1 •• protectad vatar■n• or Individual• with dlHbUltlea, and prohibit discrimination against all fodMduals baaed on !hair race, oolorl rallgfon, aex, or national origin. Moreover, then regulallona require that COVGfOd prlme contractors and aubcontractoratake affirmative action to employ and advance In employment lndMduala without rS{l&rd lo raca, color, re tglon, 111x, national origin, protected. veteran 118\ua or disability.
www.hawklnslnc.com	Job#4516788

Hawkins, Inc. Roseville, MN 55113
Original
INVOICE

Sold To:  498805
ACCOUNTS PAYABLE
AMELIA CONCOURSE COMMUNITY DEVELOPMENT
475 WTown Pl
SUITE 114
Saint Augustine FL 32092-3648
Ship To:	498806
AMELIA CONCOURSE COMMUNITY
DEVELOPMENT
85200 Amaryllis Ct
SUITE 114
Fernandina Beach FL 32034-9716

Net Due Date  Terms	FOB Description	Ship Via	Customer P.O.#	P.0. Release	Sales Agent .ft

1,000	41930	Azone - EPA Reg. No. 7870-1	N	186.0000	GA	$2.9000	GA	1,798.6 LB	$539.40		
		1 LB BLK (Mini-Bulk)		186.0000	GA			1,798.6 GW		
1.010	Fuel Surcharge	Freight	N	1.0000	EA	$12.0000		$12.00		
										
2.000	42756	Filter Media	N	5.0000	BG	$35.0000	BG	60.0 LB	$175.00		
		12 LB BG 1.6 cft Cela/Perlite		5.0000	BG			65.0 GW		

****'"'**** Receive Your Invoice Via Email**********
Please contact our Accounts Receivable Department via email at Credit.Dept@Hawkinslnc.com or call 612-331-6910 to get it setup on your account.

DEC
MAY
B

No Dlecounta on Freight
IMPORTANT: All praducis era sckl Without warranty of any kind and purohasrus wm, by their own tests, determine suitability of such products for their own use.
Seller warrants that all goods covered by this Invoice were produced In compliance with !he requirements of the Fair Labor Standards Act of 1938, es amended. Seller spec!Ocally dlsclalms and eKcludes any warranty of merchantablllty and any warranty of fitness fer a partlwlar
purpose.
NO CLAIMS FOR LOSS, DAMAGE DR LEAKAGE ALLOWED AFTER DELIVERY IS MADE IN GODO CONDIT10N.
CHECK REMITTANCE:
Hawkins, 1nc. P.0, BoK 860263
Mlnneapolls, MN 55486-0263

WIRING CONTACT INFORMATION:
Email: Credlt,Dept@Hawklns!nc.com

Phone Number: {612) 617-8581
FaK Number:  (612) 225-6702
FINANCIAL INSTITUTION:
US Bank
800 Nicollet Mal!
M!nneapolls, MN 55402

Account Name:	 Hawkins, Inc, Account#:	180120759469
ABNRoutlng #;	091000022
swift Code#:	USBKU544IMT
Type of Account:	Corporate Checking
ACH PAYMENTS:
CTX (Corporate Trade Exchange) ls our preferred method. Please remember to Include In the addendum the document numbers pertaining to the payment.
For ether than CTX, the remit to Information may be emailed to
Credlt,Dept@Hawklnslnc.com

CASH IN ADVANCE/EFT PAYMENTS:
Please 11st the Hawkins, Inc. sales order number or your purchase order number If the Invoice has not been processed yet.
ThlB contractor end aubcon\rector shall abide by the requirements of 41 CFR §§60-1.4{a), 60--300.S{a) end 60-741.Sla). Theae regu!atlona prohlbll dlacrlm!11atton agalnal quallflad lndlvlduala based on their alatua as protected veterana or lndlvlduale with dlsabHU!ea, and prohibit dlacrlmlnatlon agalnat all f11dMduala baaed on their race, color, religion, eax or netlonal origin, Moreover, lheee regulallona require !hat covered prhna contractora and subcontractors take affirmative action to employ end edvance 111employment Individuals wl!hout regard to rece, color, rellglon, aeK, net onal origin, proteeted veteran atatue or dlaabltlty,
Jacksonville Daily Record
A Division of
DAILY RECORD & OBSERVER, LLC
P.O. Box 1769
Jacksonville, FL 32201
(904) 356-2466
INVOICE		May 16, 2024	
Date

Attn: Courtney Hogge
GMS,LLC
475 West Town Place, Ste 114
Saint Augustine	FL	32092

Serial # 24-000S0N	PO/File# 			$68.00
Payment Due
Notice of Qualifying Period for Candidates for the Board of Supervisors

Amelia Concourse Community Development District

	$68.00
Publication Fee

Case Number			Amount Paid

Publication Dates	 5/16	
Payment Due Upon Receipt
For your convenience, you may remit payment online at
County
-N-as-sa-u =-=--------
Payment is due before
www.jaxdailyrecord.com/ send-payment.
If your payment is being
the Proof of Publication is released.
mailed, please reference Serial# 24-00080N on your check or remittance advice.

Your notice was published on bothjaxdailyrecord.com andjloridapublicnotices.com.
'erms: Net 30 days from date of invoice. Past due items will accrue a finance charge of 1.5% per month thereafter.
Please remit any payment due upon receipt of this invoice.
Preliminary Proof Of Legal Notice
(This is not a proof of publication.)

Please read copy of this advertisement and advise us of any necessary corrections before further publications.

NOTICE OU' QUALIFYING PERIOD FOR CANDlDATES FOR THE BOARD OF SUPERVISORS OF THE AMELlA CONCOURSE COMMUNITY DEVELOPMENT DI&'TRICT
Notice is hereby given. that the
qua1ifying period for candidates for the office of Supervisor of the Amelia Concourse Communitv Development District will coni­ mence at noon on June 10, 2024, and close at noon on June 1'J,, 2024. Candidates must qualify for the office of Supervisor with the Nassau Councy Supenisor of Elections located at 96135 Nas­ sau Place, Suite 3, Yulee, Florida 32097, Phone (904)•1'91-7500. All
candidates shall qualify for indi­ vidual seats in accordance with Section 99,061, Florhla Statutes, and must also be a qualified elec­ tor" of tl1e Dish'ict, as defined in Section 190,003,Floridu Statute. . A "qualified elector" is any person at least 18 years of age who is a citizen of the United States, a legal resident of the State of Florida and of the District, and who is registered to vote with the Nassau County Supervisor of Elections, Campaigns shall be conducted in accordance with Chapter 106, Florida Statute. .
The Amelia Concourlie Commu­ nity Development District bas two
(2) seats up for election, specifkal­ ly seats land 4, Eachseatca1Tiesa four-yeur term of office. Elections ure nonpartisan and will be held at the smne lime as the general elec­ tion on November 5, 202, , and in the manner pl'escribed by law for general elections.
For  additional  information,
please contact the Nassuu County Supervisor of Elections.
May16	oo (21·-000S0N)
KVI	INVOICE
Invoice # 9402
KILINSKI I VAN WYK
Kilinski I Van Wyk PLLC
Date: 05/19/2024 Due On: 06/18/2024

P.O. Box 6386
u
Tallahassee, Florida 32314 United States

Amelia Concourse CDD
475 West Town Place Suite 114 St. Augustine, Florida 32092

Amelia Concourse CDD - General
DECEIVEn
MAY 20 2024
BY:	_

-

 

	

Ni>r\-biliabl erttries ••
Service	LG	04/23/2024

agreement.

Total	$784.50
Invoice# 9402 - 0511912024

Detailed Statement of Account

Current Invoice
1Jvo1g N m6iir
9402

ouiio.11
06/18/2024

.6.111ciunt Due	•·.··....Paxments Receiv«iclJ•	Bal;mce Due
$784.50	$0.00	$784.50

 
 
Outstanding Balance Total Amount Outstanding
$784.50
$784.50

Please make all amounts payable to: Kilinski I Van Wyk PLLC Please pay within 30 days.
3505

Fernandina Office 904-225-9425
PO Box 1330
Yulee, FL 32041-1330
www.naderspestraiders.com

Customer Number: 1328696	Statement Date: 05/07/24 Payment Due Upon Receipt

Date	Invoice#	Description	Amount	Tax	Balance

Service Address: 85200 Amaryllis Ct, Fernandina Beach, FL 32034-9716
05/01/24	56477288	Fire Ant Service	$81.00	$0.00	$81.00

Current: $81.00	Past Due: $0.00	Total Amount Due: $81.00

	Pl e Keep the Top Portion For Your Records	Return_ Bottom	o_!l_ j -	:  - 	
GA22349F

PO Box 1330 • Yulee, FL 32041-1330

You can pay your bill onllne_at www.naderspestralders.com

.	'*AUTOUM!XED AADC 270
1••11111d111•11h•1lll'llhll111,1•11,1,1111 1.1111'1111•hM•1
AMELIA CONCOURSE AMENITIES CENTER	8
TONY SHIVER	1743
393 PALM COAST PKWY SW UNIT 4 PALM COAST FL 32137-4774

Please make checks payable and remit to:
NADER'S PEST RAIDERS PO BOX 1330
YULEE FL 32041-1330
11111nll1111nlll•h11h1uh11h1n1n•l'"ll'11'1111hl•1111•1

Statement Date: 05/07/24
r.uct11m.. r tJ11mh,:ir- 1:-\?RAAFI
Balance Forward: $0.00 Amount: 	
Amount Due: $81.00
Check# 	
Nader's Pest Raiders 96014 Chester Rd
Yulee, FL 32097
904-225-9425
Service Inspection Report

ORDER #: 56477288
WORK DATE: 05/01/2024

1328696
LOCAJI()N	;l,3211696
Time In:
Timeout:
5/1/2024 2:08:46 PM
5/1/2024 2:26:48 PM
Amelia Concourse Amenities Center Tony Shiver
393 Palm Coast Pkwy SW
Ste 4
Palm Coast, FL 32137-4773 Email:
dlaughlln@gmsnf.com;Cdellinger@gmsnf.com
Phone:	904-940-9850
Alt. Phone: 904-537-9034
Amelia Concourse Amenities Center Tony Shiver
85200 Amaryllis Ct
Fernandina Beach, FL 32034-9716 Email: Cdellinger@gmsnf.com ; dlaughlin@gmsnf.com
Phone:	904-537-9034
Alt. Phone: 904-537-9034
Customer Signature

Customer Is unavailable to sign
Technician Signature

Joseph Emory
License#:

' PUl'Ch85e OnJer_
None
-1er:1J1$-
ouE UPON RECEIPT

.·•service 1>e cript:i1m
Fire Ant Service
(!ua tit}i
1.00
Amount
Subtotal
Tax
81.00
0.00

LGEN.E LCOt-lt-11: TS/•INST UCTl()NS
Access Code to Pool Area- 7946#

Approved

Total
Prior Balance: Total Due:

81.00
o.oo
81.00
Today I performed a treatment for fire ants around perimeter of amenities center.

Thanks you for choosing Naders Pest Raiders as your service provider! We truly appreciate your business!

Thanks, Joseph
,C:U.STOMER]'.NSTRlJCTIQNS&.Pll.ECAUTIONS···	
Chip Dellinger, Date 10/3/2023 Amenity & Operations Manager Governmental Management Services On behalf of Amelia Concourse CDD
Acct.# 1-320-53800-45513 Pest Control
Contact Treated Areas - Do not allow unprotected persons, children, or pets to touch, enter, or replace Items or bedding, to contact or enter treated area{s) until dry. Ventllatlon/Re-Occupylng - Vacate & keep area(s) closed up to 30 minutes after treatment, then ventilate area{s) for up to 2 hours before re-occupying.
Equipment/Processing/Food - Thoroughly wash dishes, utensils, food preparation/processing equipment & surfaces with an effective cleanslng compound & rinse with dean water, !f not removed or covered during a treatment. The area should be odor free before food products are placed In the area.
Exterior Appltcatlons (baits) - Do not allow grazing of feed, lawn, or sod dippings by livestock after bait: appllcatlons. Do not bum treated firewood for 1 month after treatment.
PRODU!='{SI\Pl' IED
Material EPA#
Advion Fire Ant Bait 100-1481

Target Pests:  Fire Ants
A.I.%
A.I. Concentration
0.0450%
n/a
Finished Qty
Undlluted Qty
8.0000 Ounce
Application Equipment AppUcation Method
Spreader BROADCAST Uniform
application to an entire area.
Appllcation Rate Sq/Cu/L Ft
Time
Lot#
2:26:00 PM
Areas Applied: EXTERIOR; EXTERIOR-> Landscaped Areas;
Nader's Pest Raiders 96014 Chester Rd
Yulee, FL 32097
904-225-9425
Service Inspection Report

ORDER#: 56477288
WORK DATE: 05/01/2024

.•..,Jionuqsi ii.iEo•
Material EPA#

A.I.%
A.I. Concentration

Finished Qty
Undiluted Qty

Application Equipment Appllcation Method

Application Rate Sq/Cu/L Ft

Time Lot#
Nlban G 64405w2
5.0000%
n/a
10.0000 Ounce	Spreader
BROADCAST Uniform
app!lcation to an entire area.
2:26:12 PM
Target Pests:  A) Nuisance ants, A) Roaches, A) Silverfish
Areas Applied: EXTERIOR; EXTERIOR w>  Landscaped Areas;

Occupant Name: Address:
City: Suite:
Amelia Concourse Amenity Center 85200 Amaryllis Court
Yulee
Inspection Date: InspectionType: Inspected By:
5/24/2024
Assembly Thomas Ford
lnsp. Result	Location	Code Set	Code
Pass	Floor 1	Codes
201 - No Violations Found

No Fire/safety violations noted at time of inspection.

Inspector:

Ref: 35239

Board of County Commissioners
Nassau County Fire Rescue
Office of Fire Prevention
96160 NASSAU PLACE
YULEE, FLORIDA 32097
Office 904.530.6600 Fax- 904.321.5748

Please remit payment within 45 days of receiving the invoice.
County Resolution 2009165 allows for the collection of fess,

Amelia Concourse Amenity Center 85200 Amaryllis Court
Yulee FL 32097
Make Check payable to: Nassau County Board of County Commisioners,

Or go online http://www.nassaucountyfl.com/

Amelia Concourse Amenity Center 85200 Amaryllis Court
Yulee FL 32097
EC1a
BYc...·		Invoice #2405243503 5/24/2024
Description	Amount Owed	Amount Paid	
Annual Inspection Fee	$28.00		
Subtotal:	$28.00	$0.00	
Balance Due:	$28.00		

PLEASE NOTE: Nonpayment of fire inspection fee(s) may resnlt In fnrther legal action by the county attorney at the request of the fire department and authorization by the board of county commissioners including but not limited to fines, liens and prosecution.

Please make sure all invoice Numbers are in the memo field.
Mailing Address: 96160 Nassau Pl. Yulee, FL 32097
Advanced Direct Marketine Services
3733 Adirolf Rd.
Invoice
	I	
Jacksonville, FL  32207-4719
DATE
INVOICE#
(V) 904.396.3028 (F) 396.6328
6/25/2024	144555

BILL TO
Amelia Concourse CDD 475 West Town Place Suite 114
St Augustine, FL 32092

	P.O.NO.	TERMS	PROJECT	
		With Order		
SERVICE DESCRIPTION	QTY	RATE	AMOUNT	
Amelia Concourse COD
Load, read, convert files; CASS Certify addresses to enable automation based postage rates; Create automation based sack/tray tags & postal documents; format for inkjet addressing
Form layout and preparation
Laser one sheet front & back in color Fold customer materials
Insert one piece into #10 envelope, seal, sort and mail, Standard Rate

#10 Window Envelopes printed one color black ink Postage

ECEIVE
JUN 2 5
BY·	
458	
0.16376	
75.00	
	
1	37.50	37.50	
	458	0.35	160.30	
	458	0.06443	29.51	
	458	0.09021	41.32	
	478	0.25713	122.91	
	458	0.68	311.44	
	Subtotal		$777.98	
	Sales Tax (7.5%)		$0.00	
	Total		$777.98	
BrightView 
Landscape Services

Amelia Concourse CDD GMS North Florida LLC 475 W Town Place Ste 114 St Augustine FL 32092

Customer#: Invoice#: Invoice Date: Cust PO#:
INVOICE

24578747
8919167
6/1/2024

Job Number	Description	Amount	
346108408	Amelia Concourse CDD Exterior Maintenance For June

Total invoice amount Tax amount
Balance due	2,749.00

2,749.00
2,749.00	
Terms: Net 15 Days	If you have any questions regarding this invoice, please call 904-292-0716

Please detach stub and remit with your payment
Did you know that BrightView now offers auto ACH as a payment method? Discover the convenience and safety of automatic ACH bill payment for your recurring billing. Please contact autopay@briqhtview.com or your branch point of contact for more information on how to sign up on Auto Pay.

Payment Stub

Customer Account#: 24578747
Invoice#: 8919167 Invoice Date: 6/1/2024

Amelia Concourse CDD GMS North Florida LLC 475 W Town Place Ste 114 St Augustine FL 32092
Amount Due:	$2,749.00	II
Thank you for allowing us to serve you
Please reference the invoice# on your check
and make payable to:
BrightView Landscape Services, Inc.
P.O. Box 740655
Atlanta, GA 30374-0655
Amelia Concourse Community Development District Amelia Concourse Amenity Center Rental Application
NameofApplicant:	C4.aJ.e. 6,;j	Date: 5{;:)o\
Organization: If ApPlicable	 Phone	=-- Address: '15	,S- Snapdragon Dr	Cin,::Fernandina Beachzip Code: 32034
Estimated Attendance:	\'5- dD	Intended Use:-€:i.:)    l	
Date Requested: Su..rtkuj 1,;,\4fd'-\	Time: Start:	VJD	End By: '3°
l understand in order to receive the full refund of the clean-up deposit; the follo ·Ee "
Removal of all decoration
Remove all garbage and place in dumpster	JUN 18
Wipe down tables, chairs countertops and sink
Put all furniture back in original locations	BY:..·	
l have read, understood and agree to abide by all the District policies and procedures regarding the use of the facility. This includes:

	No beer, wine or alcoholic beverages will be brought in or consumed on the premises - unless a certificate ofliability insurance is presented and approved by the Board of Supervisors before the rental date.
No glass or breakable items are permitted in the facility
Smoking is not permitted In the facility
No pets allowed, except seeing eye dogs
The volume oflive or recorded music must not violate applicable to Duval County noise ordinances
I agree to Indemnify and hold harmless the Amelia Concourse Community Development District and their agents, supervisors, officers, directors, employees and staff from any and all liability, claims, actions, suits or demands by any person, corporation or other entity, for injuries, deathi property damage of any nature arising out of, or in connection with, the use of the Amelia Concourse Amenity Center and facilities. Nothing herein shall constitute or be construed as a waiver of the District's sovereign immunity granted pursuant to Section 768.28, Fla. Stat.
I have read, understand and agree to abide by all policies and rules of the District governing the Amelia Concourse Amenity Center and Facilities. Failure to adhere to the District's policies and rules may result in the suspension or termination ofmyprtvlleges to use the facility. I also understand that I am financially responsible for any damages caused by family members. my guests and me. ff requested, I will obtain an event insurance policy naming the Amelia Concourse Community Development District and their agentsj supervisors, officers, directors, employees and staff as additional insured.
/I	C	AMake Checks Payable to: Amelia Concourse COD	,..-J'c}of'Atf
Signature: l-)J,, ,J  )	Date:_::::. ,I '_,_l_:L , 
Cleaning Deposit: $125	Check#: 169	Rental Fee Amount: ,.$_,5:..:aO: 	Check#: -=l-=6.:.8

Received By: 	
Date: 	

Approved By: 		Date: 	

*"To receive a full refund of the cleaning deposit, all garbage from the party must be removed and placed in the dumpster. This Is including removal of all party displays and remnants. In addition the entire Amenity Center party area needs to be completely swept to the condition it was upon receipt of same.
Deposit Returned On: 	Mailed   	_	Handed To: 		Ripped 		_

ADDENDUM TO AMENITY CENTER RENTAL APPLICATION
Please read carefully. This Addendum ("Addendum") modifies the terms of the Amenity Ce1tter Rellf{l/ Applicatio11 ("Application"), including but not limited to imposing mandatory safety measures, imposing an additional cleaning fee, allowing the District to cancel the event at any time, and setting forth indemnification, release, and assumption of risk obligations.
I. PURPOSE. Due to the COVID-19 public health emergency, the Amelia Concourse Community Development District (the "District") has implemented certain additional requirements for use of its Amenity Center Gathering Room (the "Facilities") in order to support the safe use of the Facilities to protect District residents, paid users and guests, in accordance with federal, state, and local laws, regulations, and guidelines; and the Applicant agrees to comply with these additional tenns.
	MANDATORY SAFETY MEASURES. Effective immediately and for the duration of the COVID- 19 public health emergency, the Applicant must implement the following measures:
The Applicant is responsible for enforcing social distancing among all event attendees, consistent with all federal, state, local, and industry requirements, guidelines, and best practices. This includes, but is not necessarily limited to:
Ensuring that no more than twenty (20) attendees total are present at the event, or such lesser number necessary to allow proper social distancing or as may be otherwise directed by the Disttict, notwithstanding anything to the contrary in the Application; and
Ensu1ing that all attendees that are not in the same household remain at least six
(6) feet apart; and
Ensuring that, if social distancing is not possible, all attendees wear appropriate masks or facial coverings consistent with CDC guidelines.
In the event that any individual who attended the event at the District's Facilities tests positive for COVID-19, the Applicant shall immediately notify the District.
Before allowing any individual attending the event as a guest of the Applicant to access the Facilities for purposes of participation in the event hosted under the Application, the Applicant must ask the following screening questions, and if the answer to any is "yes," prevent that individual from accessing the Facilities:
	Do you have or have you had in the past 48 hours a cough, shortness of breath, fever (100.4+}, chills, repeated shaking with chills, muscle pain, headache, sore throat, new loss/change in taste/smell or diarrhea?
ii, Have you been in close contact (within 6 ft for at least 10 minutes) with anyone with the above symptoms?
	Have you been exposed to anyone who tested positive for COVID-19 in the past 14 days?
Have you tested positive for or otherwise been exposed to anyone who is currently waiting for COVlD-19 test results?
Have you traveled internationally or been on a cruise during the past 14 days?

	Have you traveled to an out-of-state hotspot or to an in-state hotspot during the past 14 days?
CANCELLATION. The Applicant acknowledges that the District may cancel any scheduled event immediately for any reason or no reason, including but not limited to a reported positive case of COVID-19 at the Facilities, an increase in COVID-19 cases in the community at large, failure to follow the requirements in this Addendum or the Application, or governmental orders or policies making it impractical, infeasible, or inadvisable to allow group activities or events at the District's Facilities. District staff shall notify the Applicant as soon as practicable of any cancellation, and the District shall not be responsible for any costs associated with said cancellation. Any rental, staffing, or cleaning fees paid to the District by the Applicant shall be returned to the Applicant upon cancellation.
INDEMNIFICATION, RELEASE, AND ASSUMPTION OF RISK. The Applicant acknowledges that although the District has taken reasonable steps to protect users of the Facilities from exposure to COVID-19, including requiring the protocols set forth in this Application, there may nevertheless be a risk of exposure to COVID-19 for the Applicant and his/her attendees. The Applicant, on behalf of itself and its invitees, assumes any such risk that may arise therefrom on behalf of itself and its attendees, to the fullest extent permitted by law.
Applicant agrees that its indemnification and hold harmless obligations under the Application apply fully and without limitation to any and all claims, demands, losses, damages, liabilities, and expenses, and all suits, actions, and judicial decrees (including without limitation, costs and reasonable attorney's fees for the District's legal counsel of choice, whether at trial or on appeal), arising from any negative health effects suffered by the Applicant or any other individual present at the event related to COVID- 19 in connection with the use of the District's Facilities under the Application and this Addendum.
Applicant further agrees to release the Amelia Concourse CDD, and their respective Supervisors, officers, directors, consultants, and staff from and against any and all claims, demands, actions, complaints, suits or other forms of liability that any of them may sustain arising out of or in connection with (a) Applicant's hosting of the event and use of the District's Facilities, (b) a failure to comply with the measures imposed by District, (c) a failure to comply with local, state, and federal laws and policies, procedures, and the District amenity rules; and (d) any damage, injmy, illness or death related to Applicant's use of the District's Facilities. This is in addition to, and not in lieu of, the indemnification set forth in the Application.
	CONFLICTS. The terms of the Application remain in full force and effect, except to the extent expressly amended by this Addendum.
ing below, the Applicant affinns that he or she has read and knowingly and voluntarily agrees to s oft A dendum, and that he or she is 18 years ofage or older.
-L 	

Print  ame
;)vi x(
Date
El	T
FLAGS PLUMBING

8 Flags Plumbing PO Box256
Fernandina Beach, FL 32035
(904) 460-5455
www.8flagsplumbing.com

invoice 10892616 ACCDD
invoice Date 5/12/2024
Completed Date 5/9/2024
Payment Term Due Upon Receipt
Due Date 5/12/2024

Billing Address
Amelia Concourse CDD 85200 Amaryllis Court
Fernandina Beach, FL 32034 USA

Description of work
Job Address
Amelia Concourse CDD 85200 Amaryllis Court
Fernandina Beach, FL 32034 USA

Urinals in the pool bathroom won't stop flushing. They stated the water is turned off at this time.

5/2
The flush valve is not properly working. We will order the parts and will return to install once the parts arrive.

5/9-
We installed a new flush valve for the urinal and tested the unit. Everything is working properly. Call complete.

Thank you for choosing 8 Flags Plumbing - we appreciate your business.

EC28
BY:	_

Approved
Chip Dellinger, Operations Manager Riverside Management Services
On behalf of Amelia Concourse COD Date: 5.28.2024
Acct. # 1-320-57200-49700 Facility Repairs
Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Amelia Concourse COD 475 West Town Place Suite 114
St. Augustine, FL 32092
Invoice

Invoice#: 302
Invoice Date: 6/1/24
Due Date: 6/1/24
Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount

Management Fees - June 2024 Website Administration , June 2024 Information Technology - June 2024
Oissernlnatlon Agent Services• June 2024 Office Supplies
Postage Copies

		4,173.75
88'33
176.67
927:50.
0.42
8.96
77.55	4,173.75
88.33
176.67
927.50
0.42
8.96
77.55	
Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763
Invoice

Bill To:
Amelia Concourse CDD 475 West Town Place Suite 114
St. Augustine, FL 32092
Invoice #: 303
Invoice Date: 6/1/24
Due Date: 6/1/24
Case:
P.O. Number:

	1,166.67.
1,166.67
770.00
1,433.33	1,166.67
1,166.67
770.00
1,433.33		
Contract Adrninistration -.June 2024
FacHltYManagi:,ji.\irit;Ju(le.2()24•··.•·•
Janitorial - June 2024
.PoolMalnterimfoe;,Jurie 2024·•

				

Hawkins, Inc.
2381 Rosegate
Roseville, MN 55113
Phone: (612) 331-6910
Original

INVOICE

Total Invoice	$1,506.50
Invoice Number	6778403
Invoice Date	6/10/24
Sales Order NumberfType 4545875 SL Branch Plant	74
Shipment Number	5408146	
Sold To:
498805
ACCOUNTS PAYABLE
n

Ship To:
498806
AMELIA CONCOURSE COMMUNITY

BY:-----
Net Due Date  Terms	FOB Description	Ship Via	Customer P.O.#	P.O. Release

Sales Agent #

1.000	41930	Azone - EPA Reg. No. 7870-1	N	435.0000	GA	$2.9000	GA	4,206.5 LB	$1,261.50		
		1 LB BLK (Mini-Bulk)		435.0000	GA			4,206.5 GW			
1.010	Fuel Surcharge	Freight	N	1.0000	EA	$12.0000			$12.00		
											
2.000	935	Hydrochloric Acid 20'	N	2.0000	DD	$101.5000	DD	290.0 LB	$203.00		
		145 LB DD ACID MURIATIC 20'

Lot/SN: 795741		2.0000	DD			318.0GW			
2.001	699922	15 GA Blu/Black Deldrum	N	2.0000	DD	$15.0000	RD	20.0 LB	$30.00		
		DELDRM 1H1/X1.9/250		2.0000	RD			20.0GW			

Related Order #: 04545875
Receive Your Invoice Via Email*"""*""*"*
Please contact our Accounts Receivable Department via email at Credit.Dept@Hawkinslnc.com or call 612-331-6910 to get It setup on your account.

Page i of 1	Tax Rate
0%
Sales Tax
$0.00
Invoice Total	$1,506.50
No Discounts on Freight
IMPORTANn All products are sold without w nenty of any kind Md purchasers will, by !heir own tests, determine suitability of s11Ch products for thel1 own use. Selk,r wananls that all goods oove1od by th!s Invoice were produced In compliMoo wijh the requirements of Iha Fair Labor Standards Act of 1938, es emended, Seltor speQfk:oUy dlscle!ms and excludes any warranty of merohanlabltityand any warranty of fitness 101a parlicular pU!J)OSe,
NO CLAIMS FOR LOSS, DAMAGE OR LEAKAGE ALLOWEO AFTER DELIVERY IS MAOE IN GOOD CONDITION.

CHECK REMITTANCE:
Hawkins, Inc,
P.O. Box 860263
Minneapolis, MN 5S486-0263

W!RlNG CONTACT INFORMATION:
Email: Credit.Oept@Hawklnslnc,com

Phone Number: (612) 617-8581 Fax Number:  {612} 22S-6702

FINANCIAL INSTITUTION:
US Bank
800 Nicollet Mall Mlnneapolls, MN S5402

Account Name:	 Hawk!ns, Inc. Account/I:	1801207S9469 ADA/Routing If:	 091000022 Swift Codell:	 USBKUS441MT
Type of Account:	Corporate Checking

ACH PAYMENTS:
CTX {Corporate Trade Exchange) ls our preferred method. Please remember to Include In the addendum the document numbers pertaining to the payment.
For other than CTX, the remit to Information maybe emailed to
Cred!t,Oept@Hawklnslnc.com

CASH IN ADVANCE/EFT PAYMENTS:
Please ll5tthe Hawkins, Inc. sales order number or your purchase order number lfthe Invoice has not been processed yet.
This contractor and aubcontractor 1h&1I abide by lhe requirement■ of 41 CFR §§60.1,4(a) 611-300.!i{a) and 60.741.6/a), Those ragulatfona prohibit dlecrlmlnatron against qualified lndMduahl baBBd on their atstua 88 protected veteran• or lndlvldue!s with dlBBbllltlaa, and prohibit d!scrlmJnaUon against all rndMduale baaad on their race, color! rallg!on, sex, or nstlonal origin. Moreover, lhaae ragulsUona require that covered prime contractor& and subcontractors take affirmative acllon to employ and advance Jn employmant Individuals wlthoutregard to race, color, re lg Jon, eex, national origin, protected veteran stntus or dlaablllty.

Hawkins, Inc.
2381 Rosegate
Roseville, MN 55113
Phone: (612) 331-6910
Original
INVOICE

Total Invoice	$476.00
Invoice Number	6791364
Invoice Date	6/24/24
Sales Order Number!Type	4556984	SL
Branch Plant	74

Sold To:  498805
ACCOUNTS PAYABLE
AMELIA CONCOURSE COMMUNITY DEVELOPMENT
475WTown Pl SUITE 114
Saint Augustine FL 32092-3648
Shipment Number	5422791	
Ship To:	498806
AMELIA CONCOURSE COMMUNITY
DEVELOPMENT
85200 Amaryllis Ct
SUITE 114
Fernandina Beach FL 32034-9716

s Agent #

1.000	41930	Azone - EPA Reg. No. 7870-1	N	160.0000	GA	$2.9000	GA	1,547.2 LB	$464.00		
		1 LB BLK (Mini-Bulk)		160.0000	GA			1,547.2 GW		
1.010	Fuel Surcharge	Freight	N	1.0000	EA	$12.0000		$12.00		

***""****" Receive Your Invoice Via Email**********
Please contact our Accounts Receivable Department via email at Credit.Dept@Hawkinslnc.com or call 612-331-6910 to get lt setup on your account.

Page 1 of 1	Tax Rate	Sales Tax
0 %	$0.00
Invoice Total	$476.00
-	'==============
No Dlaco1,mt. on Freight
IMPORTANT: All producta are sold wllhout wa1rnn1Y of any kind and purchasal'II wm, by their own taa1s, datarrntna suttabllity of aucli pmducls for their OWi! use. Seller warrants that all goods covered by this Jnvclce wa,a produced In compllanoo wllh the 1aqulmments of the Fair
Labor Stand111ds Acl of 1938, as amended. Sellar speclfk:a!ly dlaclalms and excludes any wammty or merchanlablflly and any warranty of fitness for e parllcular purpose.
NO CLAIMS FOR LOSS, DAMAGE OR LEAKAGE ALLOWED AFTER DELIVERY IS MADE 1N GOOD COND1T10N.
CHECK REMITTANCE:
Hawkins, Inc,
P.O. Box 860263
Minneapolis, MN SS-4B6-0263

WIRING CONTACT INFORMATION:
Emall: Credlt.Dept@Hawkl11s!11c.com

Phone Number: (612) 617 8581
Fax Number:  {612) 225-6702
F!NANC1Al INSTITUTION:
us Bank
800 Nicollet Mall
M!noeapolls, MN 55402

Account Name:	 Hawkins, Inc. Account#;	180120759469
ABA/Routlng #:	091000022 SwlftCodelf:	 USBKUS441MT
lype of Account:	Corporate Checking
ACH PAYMENTS:
CTX (Corporate Trade Exchange) ls our preferred method. Please remember to Include In the addendum the document numbers pertaining to the payment,
For other than CTX, the remit to Information may be emailed to
Credlt.Dept@Hawklnslnc,com

CASH lN ADVANCE/EFT PAYMENTS:
Please 11st the Hawkins, lnc. sales order number or your purchase order number If the Invoice has not been processed yet,
This con!Nlctor and 1ubcontraetor ahall abide by tha raqulrementll of 41 CFR §§tl0-1.4(a) 611-300.5(11) and 60-741.5(11). Thaae regulaUona prohlbll dlacrlmtnatlon a9aln1t qua11Had lndMduala baaed on their atatua as protected vetuana or lndMduet1 with dl8abUUlee, and prohibit dlscrlmlnallon agstn1t an fndlvtduafa based on their raca, color/ religion, •Hi or natlonal origin. Moreover, th11e regulatlona require that covered prims contractors and subcontrsctora take affirmative ecllon to employ and adnnc:e ln employment lndlvfduata without regard to race, color, re lglon, aex, natlonal 11rlgln, protected vetllra,ntatu■ord!sabl!lty.

Amelia Concourse Community Development District
Amelia Concourse Amenity Center Rental Application
Name of Applicant: --1-Hw..L'··-==-:..c#_/"\_.:..::k:.,  --1-P>..o,o""-'<12,,"=-		Date:	Kbv1,t,tL=9 ()_.I,Jo::1
Organization: If Applicable
Phone: (q!2LJ) 534'-0io<-/-Z...
Address: S>5177 f\m \\15 (\_,ovf-t	City:fcrnt4'.0if\A6fr ,  Od-O L\
Estimated Attendance:  3,o --L-[h..,		Intended Use: \3('Ac\ Nia ti.CJ r--   pAl+v.
Date Requested:  D"lfl'.':{	 s)d-o).LI Time: Start:	"'-f JV'\	End By, :	p fV\ 	\
I understand in order to receive the full refund of the clean-up deposit; the followi must be done after usage:
Removal of all decorat•ion
-CEIVE
Remove all garbage and place in dumpster	O4
Wipe dol'>'n tables, ch_air £O_ll_ntertopsand sink
Put all furniture back in original locations
BY:	_
Ihave read, understood and agree to abide by all the District policies and procedures regarding the use of the facility, This includes:
No beer, wine or alcoholic beverages will be brought in or consumed on the premises - unless a
certificate ofliability insurance is presented and approved by the Board of Supervisors before the rental date,
No glass or breakable items are permitted in the facility
Smoking is not permitted in the facility
No pets allowed, except seeing eye dogs
The volume of live or recorded music must not violate applicable to Duval County noise ordinances
I agree to indemnify and hold harmless the Amelia Concourse Community Development District and their agents, supervisors, officers, directors, employees and staff from any and all liabiHtyi claims, actions, suits or demands by any person, corporation or other entity, for injuries, death, property damage of any nature arising out of, or in connection with, the use of the Amelia Concourse Amenity Center and facilities. Nothing herein shall constitute or be construed as a waiver of the District's sovereign immunity granted pursuant to Section 768.28, Fla, Stat
I have read, understand and agree to abide by all policies and rules of the District governing the Amelia Concourse Amenity Center and Facilities. Failure to adhere to the District's policies and rules may result in the suspension or terminatioll of my privileges to use the facility. I also understand that I am financially responsible forany
damages caused byfamily members, my·pests and me, Ifrequested, I will obtain an,evenqnsurance policy
_n ming.the Amelia Concourse._C_ommunity Oeve]opment-J}istrictandtheir agents,-supervisors offkers, directors,
employees and staff as additional insured.
/ ;_ _	/ ,1  Make Checks Payable to: Amelia Concourse CDD
Signature:
,f.kU'.?d 	Date: -=;)=jc:.;).:_:l--1-/8-.;:;  ;_l/-_
Cleaning Deposit: $
Check#: 3q I 7	Rental Fee Amount:,,,_$ 5t_...:=:O 
Check#: d9qI
Received By: 		 Approved By: 	
Date: 	  Date: 	
**To receive a full refund of the cleaning deposit, all garbage from the party must be removed and placed in the dumpster, This is including removal of all party displays and remnants. In addition the entire Amenity Center party area needs to be completely swep zndition itwauspon receipt of same,
Deposit Returned On:	 Mailed	Handed To: 	  Ripped   _
Hf-Teih
Tallahassee, FL 32308
2498 Centerville Rd.

Bill to:
Amelia Concourse COD 475 W Town Place Suite 114
Saint Augustine, FL 32092
Click Here to Pay Online!

Invoice#:
Invoice Date: Completed: Terms:
Bid#:

406076
06/01/2024
06/01/2024
Due on Aging Date

475 W Town Place

Alarm.com Cloud Access Control	1.00	$20.00	20.00	
ADC-Access-Door-Addon	1.00	$40.00	40.00	
Service Plan	1.00	$50.00	50.00	

Tech ResoluUon Note:
Thank you for choosing Hi-Tech!

f'c,Joteyi j-i.§tpayy§u( oq§t1Jllbpli ,ple . \Y) i!•oy on .r 1pill Yn;i ntp9rta1; r·.r.·•·
••Hf,JechCus n;ierPorlal/fquwill11	?HfP l \J? ·Q ITl0 f !Y9 il)i ij, i?,"QO 19•'
creat a011 w•1oin." •		
Support@hltechflorida.com Office:	850-385-7649
Amelia Concourse Community Development District
Amelia Concourse Amenity Center Rental Application

Name of Applicant: _

_,_,,J'-'-')1lw.l ._( .,..,a:"'""c+'--'-f_,_I_,_l,\I=Vl_,_·_,---
Date:	IJ /1 /o /;2_1-/­
Organization: If Applicable
Address: qrozq LOI )QnW { LVl .
Estimated Attendance: -	D --­
Phone{ K'lt{!) JI 7.-3032
City: tt'VVllftVldw,ll Zip Code: 3203t/
Intended Use:	boJiy J'VtOI A£ (
Date Requested: {J)/ 1 f8-lf--
Time: Start: /D'.'.,O	End By:  2'3Q

I understand in order to receive the full refund of the clean up deposit; the followi must be done
Removal of all decoration	EC 
Remove all garbage and place in dumpster	0
Wipe down tables, chairs countertops and sink	4
Put all furniture back in original locations
I have read, understood and agree to abide by al1 the District policies and procedur Yfegai''CUtlgffiei1seoft:IW1'[tility, This includes:
No beer, wine Qr alcoholic beverages will be l,rQµgbt{ or CQQSll.Qled on the premises -1.1.nless a
certificate ofliability insurance is presented and approved by the Board of Supervisors before the rental date.
No glass or breakable items are permitted In the facility
Smoktng is not permitted in the facility
No pets allowed, except seeing eye dogs
The volume oflive or recorded music must not violate applicable to Duval County noise ordinances
I agree to indemnify and hold harmless the Amelia Concourse Community Development District and their agents, supervisors, officers, directors, employees and staff.from any and all•liability, claims, actions, suits or demands by any person, corporation or other entity, for injuries, death, property damage of any nature arising out of, or in connection with, the use of the Amelia Concourse Amenity Center and facilities. N.othing herein shall constitute or be construed as a waiver of the District's-sovei-eign immunity granted pursuant to Section 768.28, Fla.-s.tat
I have read, unclerstand and agree to abide by all policies and rul_es of the District governing the Amelia Concourse Amenity Center and Facilities. Failure to adhere to the District's policies and rules may result in the suspension or termination of my privileges to use the facility. I also Qnderstand that I am financially responsible for any damaees caused byfamily members, my e::uests and me, If requested, I will obtain an even_t insurance policy naming the Amelia Concourse Community Development District and their agents, supervisors, officers1 directors, employees and staff as additional insured,	•
Make,Checks Payable to: Amelia Concourse CDD
Signature: '-i,1Jl2 (f (i(!JjJll(JM,f)	Date:	lf //	tJ-
Cleaning Depot: $125.ll'J Check#: s  30	Rental Fee Amount: $ 5D ;oo Check#: 543 '
Received By: 		 Approved By: 	
Date: 	_ Date: 		
**To receive a full refund of the cleaning deposit all garbage from the party must be removed and placed in the dumpster. This is including removal of all party displays and remnants. In addition the entire Amenity Center party area needs to be completely swept to the condition it was upon receipt of same.
Deposit Returned On: 	 Mailed    _  Handed To: 	 Ripped   _
KVI	INVOICE
Invoice# 9518
KlLlNSKl I VANWYK
Kilinski I Van Wyk PLLC
Date: 06/23/2024 Due On: 07/23/2024

P.O. Box 6386
Tallahassee, Florida 32314 United States

Amelia Concourse CDD
475 West Town Place Suite 114 St. Augustine, Florida 32092

Amelia Concourse CDD - General
-----

",'" ,,.,", -.-----.---	--
CJyr,e i, ii mey	Date
' Quailtity •• • Rate •	• Toial

Service	LG		05/08/2024	Attend agenda planning call; follow up with
AT&T general counsel and insurance		0.70	$325.00	$227.50		
				adjuster regarding easement and building						
				damage.						
Service	MGH		05/08/2024		
Prepare agreement for security camera installation and support services with Hi­		0.80	$270.00	$216.00		
				Tech						
Service	MGH		05/09/2024	Review and analyze additional
documentation related to Hi-Tech		0.40	$270.00	$108.00		
				agreement for security camera installation						
				and monthly monitoring services to						
				determine whether revisions are needed;						
				update agreement to reflect shorter term						
			
	and other changes						
Service	LG		05/09/2024	Review security equipment agreement.		0.30	$325.00	$97.50		
Service	LG		05/09/2024	Confer with AT&T counsel regarding
easement and building claim,		0.40	$325.00	$130.00		
	,,_ 	 	 	

Invoice# 9518 - 06/23/2024

~~.,··-·--"·"

_,,,_,.

•••lllon-billal:>Je entries
Service	MGH	05/21/2024  Prepare for, travel to and attend Board
meeting

Expense  KB	05/21/2024  Gas: Travel LG.
= WG.00	$eU,OO
4-,00	$-14.00	$-14.00
Expense KB Expense KB Service  LG

05/21/2024 Travel: Mileage MGH. 05/21/2024 Travel: Meals MGH.
05/24/2024 Respond to inquiry regarding construction change order and pond bank progress payment.

$QM	$4+,\le
4-,00	$§,.1;3	$§,.1;3

$9+,W

Total	$3,666.81

Detailed Statement of Account

Current Invoice

lnJ/oice Number	Due.On
07/23/2024
•··Amount Due
$3,666.81
•·Payments Rece,Jved	Balance.Due
$0.00	$3,666.81

Outstanding Balance	$3,666.81
Invoice# 9518 - 06/23/2024

Total Amount Outstanding	$3,666.81

Please make all amounts payable to: Kilinski I Van Wyk PLLC Please pay within 30 days.
2625

Fernandina Office 904-225-9425
PO Box 1330
Yulee, FL 32041-1330
www.naderspestralders.com

Customer Number: 1328696	Statement Date: 06/11/24 Payment Due Upon Receipt

Date	Invoice#	Description	Amount	Tax	Balance

Service Address: 85200 Amaryllis Ct, Fernandina Beach, FL 32034-9716
06/07/24	56913047	Fire Ant Service	$81.00	$0.00	$81,00

0EcEIVEn
JUN 18
BY:-----

Current: $81.00	Past Due: $0.00	Total Amount Due: $81.00

	Please Keep the Top Portion For Your Records	Return Bottom Portion with Payment 	_
GA22349F

PO Box 1330 • Yulee, FL 32041-1330

You can pay your bill online at www nadersoestralders,com

0**"***"*AUTO°MIXED MOC 270
lul,ll'l•1hl1ulll,ll11111illlll,111111•11•1h01111•111•111•11
AMELIA CONCOURSE AMENITIES CENTER	6 TONY SHIVER		1308
!a		393 PALM COAST PKWY SW UNIT 4 PALM COAST FL 32137-4774

Please make checks payable and remit to:
NADER'S PEST RAIDERS PO BOX 1330
YULEE FL 32041-1330
1111'1•1111•1hl•111•lunl11•111mlh1•111•M'1lllflllllul0II

Statement Date: 06/11/24 Customer Number: 1328696
Balance Forward: $0.00
Amount: 	
Amount Due: $81.00
Check# 	
Nader's Pest Raiders 96014 Chester Rd
Yulee, FL 32097
904-225-9425
Service Inspection Report

ORDER#: 56913047
WORK DATE: 06/07/2024

••• 1328696

1 28696
Time In:
Time Out:
6/7/202411:26:28 AM
6/7/2024 11:44:04 AM
Amelia Concourse Amenities Center Tony Shiver
393 Palm Coast Pkwy SW Ste 4
Palm Coast, FL 32137-4773
Email: dlaughlln@gmsnf.com;Cdelllnger@gmsnf.com
Phone:	904-940-9850
Alt. Phone:  904-537·9034
Amelia Concourse Amenities Center Tony Shiver
85200 Amaryllis Ct
Fernandina Beach, Fl 32034-9716 Email: Cde!linger@gmsnf.com ; dlaughlin@gmsnf.com
Phone:	904·631-5135 xChlp
Customer Signature

Customer is unavailable to sign Technician Signature

Joseph Emory
License#:

--  ---- -  . -
l)LirchBse Ord8,r
None

rer- s-
DUE UPON RECEIPT
Approved
Sel'l!IC:e Description
Fire Ant Service

Quantity
1.00
Subtotal

Amount

81.00
Chip Dellinger, Date 6.10.2024 Amenity & Operations Manager
Tax
0.00
Governmental Management Services On behalf of Amelia Concourse COD Acct. # 1-320-53800-45513 Pest Control
GENERA(·coMMEl'-iTS.fINSTRUC:l'I()NS.
Access Code to Pool Area- 7946#
 Total	81.00 
Prior Balance:	o.oo
Total Due:	81.00

Performed a fire ant treatment around exterior perimeter of home. You may see dead or dying pests followlng service. This Is normal.

Thank you for choosing Naders Pest Raiders as your service provider. We truly appreciate your business. Thanks, Joseph.
CUSTOMERlNSTRUCTIONS &.PRECAUTIONS ••
Contact T e ted Area	no-t alioW unprotected pe ns, children; or pets to to'Uch, enter;-or reP1ace !terns or\,E!ddiTI ; to contact or enter t eated area( ) unl:ii dri,
Ventilation/Re-Occupying - Vacate & keep area(s) closed up to 30 minutes after treatment, then ventilate area(s) for up to 2 hours before re-occupying.

Equipment/Processing/Food - Thoroughly wash dishes, utensils, food preparation/processing equipment & surfaces with an effective cleansing compound & rinse with clean water, If not removed or covered during a treatment. The area should be odor free before food products are placed In the area.
Exterior Applications (baits) • Do not allow grazing of feed, lawn, or sod clippings by livestock after bait applications.

Do not burn treated firewood for 1 month after treatment.

PRODQCTS APPLIED						
Material	A.I.%	Finished Qty	Application Equipment	Application Rate	Time	
EPA#	A.I. Concentration	Undiluted Qty	Appllcatlon Method	Sq/Cu/l Ft	Lot#	
Advlon Fire Ant Bait	0.0450%	10.0000 Ounce	Spreader		11:32:52 AM	
100-1481	n/a		BROADCAST Uniform appllcation to an entire area.			
Target Pests:  Fire Ants						
Areas Applied: EXTERIOR; EXTERIOR-> landscaped Areas;

Niban G 64405-2
5.0000'%
n/a
10.0000 Ounce
Spreader BROADCAST Uniform
11:33:03 AM

 	
Page: 1/2
Nader's Pest Raiders 96014 Chester Rd
Yulee, FL 32097
904-225-9425
Service Inspection Report

ORDER #: 56913047
WORK DATE: 06/07/2024

PRODUCTS APPLIED ..·•
Material EPA#

A.I.%
A.I. Concentration

Finished Qty Undiluted Qty

Application Equipment Application Method application to an entire area.

Appllcatlon Rate Sq/Cu/L Ft

Time Lot#
Target Pests:  A) Nuisance ants, A} Roaches, A) Silverfish
Areas Applied: EXTERIOR; EXTERIOR > Landscaped Areas;

Printed: 06/07/2024	Page: 2/2
INVOICE
Sitex Aquatics, LLC
PO Box 917
Panish, FL 34219

Amelia Concourse CDD
Bill to
Amelia Concourse CDD 352 Period St
St. Johns, FL 32259

offlce@sitexaquatlcs.com
+1 (813) 564-2322

Ship to
Amelia Concourse CDD
9655 Florida Mining Blvd, Bldg. 300, Ste 305
Jacksonville, FL 32257

Invoice details Invoice no.: 8238-B Terms: Net 30
Invoice date: 04/01/2024
Due date: 05/01/2024

#	Date

1.
Product or service

LM-Amelia Concourse
Description

Monthly Lake Maintenance-4 Ponds
Qty	Rate

$368.00
Amount

$368.00

Total	$368.00

Overdue	05/01/2024

Approved Chip Dellinger
Amenity & Operations Manager Governmental Management Services On behalf of Amelia Concourse CDD Date: 5/31/2023
Acct. # 1-320-57200-46800

Civil Engineering
Land Surveying & Mapping Permitting
ADA Consulting

nnece1v
Invoice

Date	Invoice#	
6/10/24	05-3555	

	AMELIACONCOURSECDD-MAYENGINEERING SERVICES					

CDDEngine...	
5/8/24	
Agenda Call	0.5	135.00	67.50	
CDD Engine...	5/21/24	CDDMeeting	1.5	135.00	202.50	

145 Hilden Road, Unit 108 Ponte Vedta, FL 32081
(904) 342-5199 * myuro@mjyuro.com