Lakewood Ranch Stewardship District

12051 Corporate Blvd, Orlando, Florida 32817
P. 407-382-3256  •  F. 407-382-3254
www.lakewoodranchstewardship.com

BOARD OF SUPERVISORS	Friday, October 12, 2018, 9:00 a.m.
LAKEWOOD RANCH	Schroeder-Manatee Ranch, Inc.
STEWARDSHIP DISTRICT	144-00 Covenant Way
Lakewood Ranch, FL  34202

For those unable to attend in person, the call-in information for the meeting is as fo ll ows: Number: 1-866-546-3377

Passcodc:	218802

BOARD OF SUPERVISORS MEETING AGENDA

Call to Order/ Roll Call

•	Public Comment Period [for any members ofthe public desiring to speak on any proposition before the Board}

Administrative Matters
1.  Consideration of Minutes of the September 7, 2018 Board of Supervisors Meeting

Business Matters
2.  Consideration of Matters Relative to the Isles of Lakewood Ranch Project

A.	Public h ea.-ing on the Imposition of Special Assessments o Public Comments and Testimony

	o   Board Comm ents
B.	Consideration of Resolution 2019-01, Levying Master Special Assessments

3.	Co nsideration of IBA Supplement to MBS Investment Banking Agreement (NE Sector - Phase lB; NE Sector - Crosswind Project; Northwest Sector/Lakewood Cenfre)

4.	Consideration of Bid Award for Waterside Place Boulevard and Waterside Place Park Earthwork
A.	Award Recommendation Letter and Bid Tabulation
B.	Resolution 2019-02, Award of Contract
5.	Consideration of Bid Awa rd for Waterside East-West Trm1smission Mains
A.	AWi-lrd Recommendation Lctte1· and Bid Tabulation

B.	Resolution 2019-03, Award of Co ntract
6.	Consideration of Bid Award for White Eagle Boulevard, Phase V at La kewood Ranch
A.	Award Recommendation Lette1· and Bid Tabulation

Financial Matters
7.	Draw Requests (provided under separate cove,)
8.	Compilation Report

Other Business

9.	Staff Reports

'	o ManagerRs eport o Attorney' s Report o Engin eer' s Report

■

■

•

•

■

■

Specific Authorization No. 104				
Stantec				
General District Engineering Services				
(Fiscal Year 2018-2019)				
Specific Authorization No. 105				
Stantec		District		
Services Associates with Lakewood Ranch Stewardship			
			
Waterside Village Signage				
Change Order No. 59 Under Specific Authorization	No. 80		
				
Stantec				
Northeast Sector Roadway/ Intersection Analysis				
Change Order No. 60 Under Specific Authorization	No. 91		
Stantec				
East-West Force Main and Water Main Extension Project		
Change Order No. 61 Under Specific Authorization	No. 69		
				
Stantec				
The Masters Avenue Extension East (Players Drive	to Bourneside		
Boulevard)				
Change Order No. 62 Under Specific Authorization	No. 39		
				
Stantec				
44	th	Avenue East Phase IV				

■

Change Order No. 1

C & M Road Builders, Inc.
Waterside Neighborhood 8

Scope changes including the

Phase 1

addition

of

Phase

2

and

revisions/updates to

■

Change Order No. 1

Woodruff & Sons, Inc.
Villages of Lakewood Ranch - Lakewood Ranch Blvd (Fruitville-S. Vlgs)

Direct Material Purchases

■

Work Authorization

DMK Associates

School Avenue
Roadway Planning,

Services

Engineering,

Land

Surveying,  Utility

and

Permitting

•	Audience Comments

•	Adjournment

LAKEWOOD

RANCH

STEWARDSHIP DISTRICT

BOARD

OF

SUPERVISORS MEETING AGENDA

OCTOBER

12,

2018

AT

9:00

A.M.

SCHROEDER-MANATEE RANCH, INC.

14400 Covenant Way

Lakewood Ranch, Florida 34202

BOARD OF SUPERVISORS

Rex Jensen	Chairman

Tony Chiofalo	Vice Chairman/Asst. Secretary

Scott Almand	Treasurer

Jim Schier	Assistant Secretary

Richard Bedford	Assistant Secretary

DISTRICT STAFF

District Manager	Hank Fishkind

District Counsel	Jonathan Johnson

EngineerDistrict	Mike Kennedy

Hank Fishkind	Secretary

Fishkind

Hopping

Stantec

& Associates

Green & Sams

Enclosed is the agenda of the Lakewood Ranch Stewardship District Board of Supervisors ("Board"). Meetings of the Board are open to the public in accordance with Florida law. Agendas can be reviewed by contacting the District Manger's office at (407) 382-3256 at least seven days in advance of the scheduled meeting. Requests for the Board to consider items that are not on this agenda must be submitted in writing with an explanation to the District Manger at least fourteen (14) days prior to the date of the meeting.

Upon establishing a quorum, meetings of the Board are anticipated to begin promptly at 9:00 a.m. at the address listed above, unless proper notice states otherwise. Each meeting will begin by inviting comments from members of the public in attendance, if any. Public comments may address any matter of interest or concern to the District, regardless whether listed for consideration on the meeting's agenda, and will be received by the Board in accordance with the District's Public Comment Policy. Generally, each individual speaker is limited to three (3) minutes of public comment. The Board or District staff is not obligated to respond immediately to comments or concerns expressed during the public comment period.

Following the public comment period, the Board will proceed to address agenda items that require the Board as a normal course of business. As necessary, other business items may appear on the agenda for further action by motion or vote of the Supervisors. If the Board elects to consider any business item not meeting agenda, the Board will invite public comment regarding the item prior to taking official action.

review and approval of the the Board's discussion and previously published on the

As a routine matter, the Board will consider fmancial status updates and may approve financial reports, work authorizations, and other		
financial business items as appropriate.  Staff, including the District Manager, District Counsel, and District Engineer, will report to		
the Board regarding any pending issues that may be of interest to the District or the Board on a case-by-case basis.  Time is reserved at		
the  conclusion  of each  meeting  for  the  Board  Supervisors  to  express  comments  or concerns  regarding  items  to  be  researched,		
considered or addressed by the Board or Staff.  The Board may elect to receive Public Comment prior to adjournment of the meeting		
at the discretion of the Board Chairman.						
Occasionally,  certain items for  decision by the Board are required  by Florida law to be held as  a Public Hearing,  which will be		
indicated by a notice published in the local newspaper or mailed directly to impacted persons as the circumstances require.  The Board		
will  announce  the  opening	of the  Public  Hearing  on these  agenda  items  and  invite	public  comment  on the  specific  item being		
considered under the notice	of the Public Hearing.  Public comment received during the Public Hearing must conform to the District's		
Public Comment Policy.  If	needed, the Board may hold an adve1tised public workshop session to consider a policy or business matter		
informally with staff or consultants prior to scheduling the item for action on an agenda.					
Pursuant to  provisions  of the  Americans  with Disabilities Act,  any  person requiring  special  accommodations	to  participate	in a		
		the		
meeting/hearing/workshop	of  the  Board  is	asked  to  advise  the  District  Office	at  least  fmty-eight  (48)  hours  before			
meeting/hearing/workshop  by  contacting  the  District Manager at  (407)  382-3256. If	you  are  hearing  or speech  impaired,  please		
contact the Florida Relay Service at (800) 955-8770, which will assist you in contacting the District Office.				
A person who decides to appeal any decision made at the meeting/hearing/workshop 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 the appeal is to be based.			

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Minutes

LAKEWOOD

RANCH

STEWARDSHIP

DISTRICT

14400

Schroeder-Manatee Ranch, Inc.

Covenant Way, Lakewood Ranch, Florida

34202

Minutes - Board of Supervisor's

September 7, 2018, 9:00 a.m.

Meeting

Present

and

constituting a quorum:

Tony Chiofalo	Board Member

Jim Schier	Board Member

Scott Almand	Board Member

Richard Bedford	Board Member

Also

present

were:

Jane Gaarlandt

Hank Fishkind

Lindsay Whelan

Brett Sealy

Mike Kennedy

Bob Simons

Roger Aman

Louis Lawman

Debbie Cooper

Kevin Brown

Fishkind & Associates Fishkind & Associates (by phone) HGS MBS Stantec SMR SMR SMR SMR Toll Brothers

FIRST

ORDER

OF

BUSINESS

Call

to

Order

and

Roll Call

Ms.  Gaarlandt

attendance are

called the meeting to as outlined above.

order

and

proceeded

with

the

roll call.  The

members

in

SECOND

ORDER

OF

BUSINESS

Administrative Matters

Consideration of Minutes of the August 3, 2018 Special Meeting, the August 10, 2018 Auditor Selection Committee and Board of Supervisors Meetings, and the August 29, 2018 Continued Board of Supervisors Meeting

Mr. Chiofalo presented questions or comments.

the

minutes from

the

previous meetings

and

asked

if

there

were

any

1

On MOTION by Mr. Bedford , seconded	by Mr. Schier, with all in favor, the Board	of		
			of	the  August	3,		
the  Lakewood  Ranch  Stewardship	District  approved  the  minutes					
					of Supervisors		
Meeting, the August 10, 2018 Auditor Selection Committee and Board			
the August 29, 2018 Continued Board of Supervisors	Meeting.					

Supervisors of

2018  Special
Meetings, and

THIRD ORDER OF BUSINESS	Resolution  2018-26, Adopting FY 2019		
	Regular Meeting Schedule				
Ms.  Gaarlandt  noted that  the  meeting  schedule  anticipates  that  the  District  continues  the  current		
schedule meeting on the first Friday of the month.							
On MOTION by Mr. Schier, seconded	by Mr. Bedford, with all in favor, the Board of Supervisors	of		
				
the Lakewood Ranch Stewardship District approved Resolution 2018-26, Adopting FY 2019 Regular		
Meeting Schedule								
FOURTH ORDER OF BUSINESS	Business Matters						
	Consideration of Matters Relative to the		
	Isles of Lakewood Ranch Project			
	A.	Master Engineer's Report			
	B.	Master Assessment Methodology		
		Report		of	Resolution		
	C.	Consideration				
		2018-27,	Declaring	Special		
		Assessments		of	Resolution		
	D.  Consideration				
		2018-28, Setting a Public Hearing		
		Date on the Imposition of Special		
		Assessments						

Mr.  Kennedy	noted that they	
recommended	that the Board	

had reviewed the report prepared by Waldrop Engineering and approve the report. Mr. Kennedy confirmed that the costs were

reasonable

for

the

scope

of

the

project.

Dr.  Fishkind reviewed the Master Assessment Methodology report pointing	out the	Land Use		
Plan,  the  Engineer's  Cost  Estimate,  the  Estimated  Bond  Size,  the  Special	Benefit	from  the		
Improvements, the Allocation of Assessments, True Up	Test, and Tax	Roll. Dr. Fishkind	confirmed		
that it is his opinion that the assessments as allocated	are fairly and	reasonable allocated on the		
benefitted properties. The funds will not be used for construction of the amenities.				
On MOTION by Mr. Almand, seconded	by Mr. Schier, with all in favor, the Board of Supervisors	of		
				
the  Lakewood  Ranch  Stewardship  District  approved  Resolution  2018-27,  Declaring  Special		
Assessments.								

Ms.

Whelan suggested

setting

the

public hearing for October 12, 2018.

On the the

MOTION by Mr. Schier, seconded	by Mr. Bedford, with all in favor,		
			
Lakewood Ranch Stewardship District approved Resolution 2018-28,		
Imposition of Special Assessments for October 12, 2018 at 9:00 a.m. at		

the Board of Supervisors

Setting a Public Hearing

the current location.

of on

2

FIFTH

ORDER

OF

BUSINESS

Consideration	of  Resolution	2018-29,		
				
Ratifying Sale	of Northeast	Sector Phase		
					
lA Series 2018 Bonds				

Ms. Whelan noted that this is a house keeping matter following Phase lA Series 2018 Bonds.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all the Lakewood Ranch Stewardship District approved Resolution Sector Phase lA Series 2018 Bonds.

the issuance of the

in favor, the Board 2018-29, Ratifying

N01iheast Sector

of Supervisors of
Sale of Northeast

SIXTH

ORDER

OF

BUSINESS

Consideration	of	Agreements	for		
					
Landscape  and	Irrigation  Installation		
Services  and  Materials	(Uihlein	Road		
			44	th	Ave.		
from  Lakewood	National	to					

East Project)									
A.	Altec Lakes & Natural Areas, Inc.

B.	SMR Farms, LLC

C.	Irrigation Design Associates, Inc.

Mr. Lawman presented amount of $33,727.75.

the

agreement

with  Altec  Lakes

&

Natural Areas,  Inc.  for

the

total

On MOTION by Mr. the Lakewood Ranch Inc.

Almand, seconded by Mr.	Schier,	with all in		
				
Stewardship District approved the Agreement		

favor, the Board with Altec Lakes

of &

Supervisors of

Natural Areas,

Mr.

Lawman

presented the

agreement

with

SMR

Farms,

LLC

for

the

total

amount

of

$194,144.25.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board	of Supervisors	
the Lakewood Ranch Stewardship District approved the Agreement with SMR Farms, LLC.	

of

Mr.	Lawman  presented

amount of $167,613.50.

the

agreement

with  Irrigation  Design  Associates,  Inc.  for

the

total

On MOTION by Mr. Almand,	seconded by Mr.	Schier,		
				
the Lakewood Ranch Stewardship District approved the		
Inc.				

with all in Agreement

favor, with

the Board of Supervisors of
Irrigation Design Associates,

SEVENTH

ORDER

OF

BUSINESS

Financial Matters

Mr.

Draw Requests & Requisitions

Almand presented for the Board's Consideration:			
Requisition List for Draw No. 13 for		
Del Webb - SeriesA 2017	Bond		

On MOTION by Mr. the Lakewood Ranch

Schier, seconded by Stewardship District

Mr. Bedford, with approved Draw No.

all in favor, the 13, Del Webb

Board

Series

of Supervisors

2017 A Bond.

of

3

Requisition  List

Lakewood Centre

for Draw No. North-Series

44 for 2015 A

On MOTION

the Lakewood

2015 A.

by Mr. Schier, seconded by Mr. Bedford,	with all in favor, the Board	of Supervisors of		
				
Ranch Stewardship District approved Draw No. 44 for Lakewood Centre North - Series		

List	Requisition	for Draw No. 16	
	Lakewood Centre South	
	-  Pre-Funding		

On the

MOTION

Lakewood

by Mr. Ranch

Schier, seconded by Mr. Bedford,	with all in favor, the Board	of Supervisors		
				
Stewardship District approved Requisition No. 16 for Lakewood Centre South.		

of

List	Requisition	No. 2

Northeast Sector Phase

Series 2018 Bond

lA

On the IA.

MOTION

Lakewood

by Mr. Ranch

Schier, seconded by Stewardship District

Mr. Bedford, with all approved Requisition

in favor, List No.

the Board of Supervisors of 2 for Northeast Sector Phase

Requisition List No. 40

The Villages of Lakewood

- Pre-Funding

Ranch South

On MOTION by Mr. Schier, seconded by Mr. Bedford,		
the  Lakewood  Ranch  Stewardship  District  accepted		
Requisition No. 40 for The Villages	of Lakewood Ranch		

with all in favor, the Pre-Funding South.

the Board of Supervisors

and  approved  payment

of of

List	Requisition

The Villages

- Series 2016

for Draw No. 32 of Lakewood Ranch South A Bond

On MOTION	by Mr. Schier, seconded by Mr. Bedford,	with		
				
the  Lakewood  Ranch  Stewardship  District approved  Draw		
Ranch South -	Series 2016 A.			

all in favor, No. 32 for

the Board of

The  Villages

Supervisors of
of Lakewood

EIGHTH ORDER OF BUSINESS There were no comments to the Compilation Rep01i. NINTH ORDER OF BUSINESS

Compilation Report

Staff Reports

Manager's

Report -

No Rep01i

Attorney's

Report-

No

Report

4

Engineer's Report -

Mr.

Kennedy

presented

for

the

Board Approval:

Change  Order

Authorization

Stantec

No.  58
No. 48

Under Specific

Villages	of	Lakewood	Ranch		
					
Lakewood Ranch Boulevard		
(Corp Park to (I-75 ROW)	Project		

On MOTION by Mr. Bedford, seconded by Mr. the Lakewood Ranch Stewardship District Authorization No. 48, Stantec.

Almand, with all in favor, the Board		
approved  Change  Order	No.	58		

of Supervisors of
Under	Specific

Change  Order No.	59	Under	Specific		
						
Authorization No. 50						
Stantec			Lakewood	Ranch			
Villages	of					
							
Lorraine Road			to	Villages	at		
(University	Parkway					
						
Lakewood		Ranch	South	Boundary)		
Project										

On MOTION by Mr. Bedford, seconded by Mr. the Lakewood Ranch Stewardship District Authorization No. 50, Stantec.

Schier, with all in approved Change

favor, the Board	
Order  No.	59	

of Supervisors of
Under	Specific

Mr.

Lawman

presented

for

the

Board's Approval:

Change Order

Heidt Design

Bourneside Blvd. South

Increase in Project Expenses

On MOTION by Mr. Almand, seconded by the Lakewood Ranch Stewardship District South.

Mr. Bedford, with approved Change

all in favor, the Board Order, Heidt Design,

of Supervisors of

Boumeside Blvd.

Change Order No. 1

SMRFarms
Lakewood	Ranch   Blvd.   Landscape

Construction

Increase in Sod Quantity

On MOTION by Mr. Almand, seconded by Mr. Bedford, the Lakewood Ranch Stewardship District approved Lakewood Ranch Blvd. Landscape Construction.

with all Change

in favor, the Order No.

Board of

1,  SMR

Supervisors of

Farms,  LLC,

Change Order No. 1

SMRFarms
Deer Drive Landscape Construction

Increase in Sod Quantity

5

On MOTION by Mr. Almand, seconded	by Mr. Bedford, with		
			
the Lakewood Ranch Stewardship District approved Change		
Drive Landscape Construction.			

all in favor, Order No.

the Board of Supervisors of

1,  SMR Fmms, LLC, Deer

Mr.

Kennedy

presented

for

the

Board's Approval:

Change Order No. 5

Frederick Derr & Company, Inc.

The Masters Avenue Ext to Bourneside Blvd Modification to Headwall, Berm and Swale

On the Inc.

MOTION by Mr. Lakewood Ranch

Almand, seconded by Mr. Bedford,	with all in favor, the Board of Supervisors	of		

Stewardship District approved Change Order No. 5, Frederick Derr & Company,		

Mr.

Simons

presented

for the Board's Approval:

Change Order No. 6

Ryangolf Corporation

Uihlein	Rd	&	Rangeland    Pkwy	
Improvements			
lB	for	RangelandParkway	
Underdrain Type II and Clean Out	

On the

MOTION by Mr. Almand, seconded	by Mr. Bedford, with all in favor, the Board of Supervisors		
	approved Change Order No. 6, Ryangolf Corporation.		
LakewoodDistrictRanch Stewardship			

of

Change Order No. 7

Ryangolf

Corporation

Uihlein	Rd	&	Rangeland    Pkwy	
Improvements			
lB	for	RangelandParkway	
Underdrain Materials and Tax Credit	

On the

MOTION by Mr. Almand, seconded	by Mr. Bedford, with all in favor, the Board of Supervisors		
	approved Change Order No. 7, Ryangolf Corporation.		
LakewoodDistrictRanch Stewardship			

of

Work Authorization	
Driggers	Engineering	

Services

Incorporated
Bourneside  Blvd.  North  Phase  II  and

Intersection  of  SR

Blvd.

Materials Testing

64  an  Bourneside

On MOTION by Mr. Almand, seconded	by Mr. Bedford,		
			
the  Lakewood  Ranch  Stewardship  District  approved		
Services Incorporated.			

with all in favor, the Board of Supervisors	of		
			
Work  Authorization,  Driggers  Engineering		

6

Work Authorization

DMK Associates	East		
Corner	of  44	th	Ave.			
						
Parkway	Permitting		
Design	and			
Uihlein Park					

and Uihlein Services for

On the

MOTION

Lakewood

by Mr. Ranch

Almand, seconded by Mr. Bedford,	with all in favor, the Board	of Supervisors		
				
Stewardship District approved Work Authorization, DMK Associates.		

of

TENTH ORDER OF BUSINESS		
There were no Supervisor	requests.		
			
ELEVENTH ORDER OF BUSINESS		

Supervisor Requests

Audience Comments

There were no audience comments. TWELFTH ORDER OF BUSINESS

Adjournment

Mr.

Chiofalo

asked for a motion to

adjourn

the

meeting.

On MOTION by Mr. Almand,	seconded		
			
Lakewood Ranch Stewardship District		

by Mr. moved

Schier, with all to adjourn the

in favor, the Board September 7, 2018

of Supervisors of meeting.

Secretary/

Assistant

Secretary

Chairperson/Vice-Chairperson

7

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Matters

Relative to

the Isles

Project

of

Lakewood Ranch

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Imposition of Special Assessments

Serial Number

18-02380S

Published Weekly

Sarasota, Sarasota County, Florida

COUNTY

OF

SARAS

OT

A

S.S.

STATE

OF

FLORIDA

on oath weekly copy of

being a

Before the undersigned authority personally appeared Adella Roberts who	
says thatRepresentativehe/sheisPublisher's	of the Business Observer a	
newspaper published at Sarasota, Sarasota County, Florida; that the attached	
advertisement,		
Notice of Public Meeting		

in

the matter

of

Public Hearing at

9:00

AM

on October 12, 2018

in

the

Court,

was

published

in

said newspaper in the

issues

of9/21/2018,

9/28/2018

Affiant further says that the said Business Observer is a newspaper	
published at Sarasota, Sarasota County, Florida, saidand that	newspaper has	
heretofore been continuously published and has been entered as periodicals matter	
at the Post Office in Sarasota in said Sarasota County, Florida, for a period of one	
year next preceding the first publication of the attached copy of advertisement; and	
affiant further says that he/she has neither paid nor promised any person, firm or	
corporation any discount, rebate, commission or refund for the purpose of securing	
this advertisement for publication in said newspaper.		
*This Notice was placed on the newspaper's website and floridapublicnotices.com	
on the same day the notice appeared in the newspaper.		

Sworn to 28th day

and subscribed before me this of September, 2018 A.D.

Kathryn

Kerrigan

Commission

#

GG051736

Expires:

Dec.

20,

2020

Bonded

thru

Aaron

Notary

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imp1:ove,t	___	__	____ ___	_____________ , _-	___ -	d	-	- '	'.	__';		
-, - 11, '.Th•	I>istrlct Manager.is hertby	clifected 1<> caw,eJhis' )\esolution to pe pul>-		
-lished twice (orice a Y/uk for 1y10	(2) w~b) in a neWSpaper	of	g•l!•tal clreulation		
.,V!i~n~at~~d ~~~ta, q>un_tit.S_~d ~ prp~~e SUP!_·9~e~	~bti_~	-~ -~Y }?~	·	
1-equiredbylaviordesiredintheb;estfnteiestsoftheDistrict:		-	--	·	--  ·		
12, Thi~Resofotiouhiill become effective upon its passage,_.	-.-					
. - PASl,EDANDADOl"flID thii 7th	day ofSeptemJ,er, 2C>1B.'.	-					

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Serial Number

18-0!324M

U I server

Published Weekly
Manatee, Manatee County, Florida

COUNTY

OF

MANATEE

S.S.

STA TE OF FLORIDA		
Before the undersigned authority personally appeared Adella Roberts who	
on oath says that he/she is Publisher's RepresentativeObserverofthe Business	a	
weekly newspaper published at Manatee, Manatee County, Florida; that the attached	
copy of advertisement,		
being a Notice of Public Meeting		
in the matter of Lakewood Ranch Stewardship District		
in the  Court, was published in said newspaper in the		

issues

of

9/21/2018, 9/28/2018

Affiant further says that the said Business Observer is a newspaper	
published at Manatee, Manatee County, Florida, and that said newspaper has	
heretofore been continuously published and has been entered	periodicals matter	
at the Post Office in Manatee in said Manatee County, Florida, for a period of one	
year next preceding the first publication of the attached copy	of advertisement; and	
affiant further says that he/she has neither paid nor promised any person, firm or	
corporation any discount, rebate, commission or refund for the purpose of securing	
this advertisement for publication in said newspaper.		
*This Notice was placed on the newspaper's website and floridapublicnotices.com	
on the same day the notice appeared in.the newspaper.		

Sworn to 28th day

and subscribed before of September, 2018 · A

me this .D.

Ka\hf\JO

Kerrigan

Commission

#

GG051736

£)'.l)ires:

Dec.

20,

2020

Bonded

\hru

Aaron

Notary

.

.NOTICE OFPUBLJ:CIIEAJUNH'.ID CONSIDERIMl'!}SI.J.lON OF SPECIAI;ABSilSSMllNTS;.	
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LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2019-01

RESOLUTION 2019-01				
A  RESOLUTION  AUTHORIZING  DISTRICT  PROJECTS		
FOR   CONSTRUCTION   AND/OR   ACQUISITION   OF		
INFRASTRUCTURE	IMPROVEMENTS;	EQUALIZING,		
APPROVING,  CONFIRMING,  AND  LEVYING  SPECIAL		
ASSESSMENTS ON PROPERTY SPECIALLY BENEFITTED		
BY  SUCH  PROJECTS  TO  PAY  THE  COST  THEREOF;		
PROVIDING FOR THE PAYMENT AND THE COLLECTION		
OF SUCH SPECIAL  ASSESSMENTS BY THE METHODS		
PROVIDED FOR BY CHAPTERS 170 AND 197, FLORIDA		
STATUTES, AND CHAPTER 2005-338, LAWS OF FLORIDA;		
CONFIRMING THE  DISTRICT'S  INTENTION TO  ISSUE		
SPECIAL  ASSESSMENT  REVENUE  BONDS;  MAKING		
PROVISIONS FOR OWNERSHIP OF REAL PROPERTY	BY		
			
GOVERNMENTAL	BODIESAND	HOMEOWNERS		
ASSOCIATIONS; MAKING PROVISIONS FOR TRANSFERS		
OF  REAL  PROPERTY  TO  GOVERNMENTAL  BODIES;		
PROVIDING FOR THE RECORDING OF AN ASSESSMENT		
NOTICE; PROVIDING FOR SEVERABILITY, CONFLICTS		
AND AN EFFECTIVE DATE				
	RECITALS				
WHEREAS, the Lakewood Ranch Stewardship District (the "District") has previously		
indicated its intention to construct ce1iain types of infrastructure	improvements and to finance such		
				
infrastructure improvements through the issuance of its special assessment bonds, which bonds		
would be repaid by the imposition of special assessments on benefitted property within the District;		
and					

WHEREAS, the District Board public hearing pursuant to Chapters 170 Florida, relating to the imposition, levy,

of Supervisors (the "Board") has noticed and conducted a and 197, Florida Statutes, and Chapter 2005-338, Laws of collection and enforcement of such assessments.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF	
SUPERVISORS	OF	THELAKEWOODRANCH	
STEWARDSHIP DISTRICT AS FOLLOWS:	

SECTION 1. AUTHORITY FOR THIS pursuant to Chapters 170 and 197, Florida Statutes,

RESOLUTION.

and Chapter 2005

This -338,

Resolution is adopted Laws of Florida.

SECTION 2. District hereby finds

FINDINGS. The Board of Supervisors and determines as follows:

of

the Lakewood Ranch Stewardship

(a)

The District is

a local

unit

of

special-purpose government organized and existing under

1

and pursuant to Chapters amended.

170 and

197, Florida Statutes, and

Chapter 2005-338, Laws

of

Florida, as

(b) The District is authorized by Chapter 2005-338, Laws of Florida, to finance, fund, plan, establish, acquire, install, equip, operate, extend, construct, or reconstruct roadways, and other water management and control facilities, recreation, utilities, and other infrastructure projects, and services necessitated by the development of, and serving lands within, the District.

(c) The District is authorized by Chapters 170 and 197, Florida Statutes, and Chapter 2005-338, Laws of Florida, to levy and impose special assessments to pay all, the cost of such infrastructure projects and services ("Special Assessments"), and to assessment bonds payable from such special assessments as provided in Chapters Florida Statutes, and Section 13 of Chapter 2005-338, Laws of Florida.

Section 13 of or any part of, issue special 170 and 197,

( d)  It is necessary to the public health, safety and welfare and in the best interests of the	
District that (i) the District provide the Isles at Lakewood Ranch project (the "Project") the nature	
and location of which was initially described in Resolution 2018-27 and is shown in the Engineer's	
Report The Isles at Lakewood Ranch, dated September 2018 (the "Engineer's Report"), and the plans	
and specifications on file in the offices of the District Manager at 12051 Corporate Blvd., Orlando	
3 2817 and the District's local records office, located at 14400 Covenant Way, Lakewood Ranch,	
Florida 3 4202; (ii) the cost of such Project be assessed against the lands specially benefitted by such	
Project that are located within the Project boundary; and (iii) the District issue bonds to provide	
funds for such purposes pending the receipt of such Special Assessments.	
( e)  The provision of said Project, the levying of such Special Assessments and the sale and	
issuance of such bonds serves a proper, essential, and valid public purpose and is in the best interests	
of the District, its landowners and residents.	
(f)  In order to provide funds with which to pay the costs of the Project which are to be	
assessed  against  certain  of the  benefitted  prope1iies,  pending  the  collection  of such  Special	
Assessments, it is necessary for the District from time to time to sell and issue its special assessment	
or other bonds or fmms of indebtedness in one or more series (the "Bonds").	
(g)  By Resolution 2018-27, the Board dete1mined to provide the Project and to defray the	
costs thereof by levying Special Assessments on certain benefitted prope1iy and expressed an	
intention to issue the Bonds to provide a portion of the funds needed for the Project prior to the	
collection of	such Special Assessments.  Resolution 2018-27 was adopted in compliance with the	
requirements	of Section 170.03, Florida Statutes, and Section 13 of Chapter 2005-338, Laws of	
Florida, and prior to the time it was adopted, the requirements of Section 170.04, Florida Statutes	
and Section 13 of Chapter 2005-338, Laws of Florida, had been met.	

(h) As directed by Resolution 170.05, Florida Statutes and Section publisher's affidavit of publication is

2018-27, said resolution was published as required by Section 13 of Chapter 2005-338, Laws of Florida, and a copy of the on file with the Secretary of the Board.

2

with

(i) As directed by Resolution the Board as required by Section

2018-27, a preliminary assessment roll was adopted and filed		
170.06, Florida Statutes, and Section 13	ofChapter2005	-338,		

Laws

of

Florida.

	(i)	As required	by Section 170.07, Florida Statutes, and Section 13	of Chapter 2005-338,		
	Laws of Florida, upon completion	of the preliminary	assessment roll, the Board adopted Resolution		
														
	2018-28 fixing the time and place	of a public hearing at which owners of the property to be assessed		
	and other persons interested therein may appear before the Board and be heard as to ( 1) the propriety		
	and advisability of making the infrastructure improvements, (2) the cost thereof, (3) the manner	of		
	payment therefore,  and (4) the amount thereof to be assessed against each specially benefitted		
	property or parcel and provided for publication of	notice	of	such public hearing and individual		
	mailed notice in accordance with Chapters 170 and 197, Florida Statutes, and Section 13 of Chapter		
Laws	2005-338,	of Florida.																
	(k)	Notice of such public hearinggivenwas			by publication and also	by mail as required	by		
	Section 170.07, Florida Statutes, and Section 13	of	Chapter 2005-33 8, Laws of Florida. Affidavits	as		
							
	to such publications and mailings are on file in	the office of the Secretary of the Bom·d.							
	(1)  On October 12, 2018, at the time and place specified	in the published notice referred to in		
											
	paragraph (k) above, the Board convened,	hem·d any complaints and testimony as to the matters		
		as an Equalization Board.  The Board has made such		
	described in paragraph	(i) above,	and met			
	modifications in the preliminary assessment roll as it deems necessary, just and right in the making		
	of the final assessment roll.																
	(m)	Having considered the estimated costs	of the Project, estimates of financing	costs and all		
											
	complaints	and evidence presented at such	public hearing, the	Board of Supervisors of the District		
	further finds and determines that:																
		(i)   the	estimated costs  of	the	Project is  as  specified in the Engineer's	Report,		
		attached as Exhibit A hereto and incorporated herein by this reference, which	is		
		hereby adopted and approved, and that the amount of such costs is reasonable	and		
							
		proper; and																
		(ii)is it	reasonable, proper, just and right to assess the cost	of such Project against		
		the prope1iies specially benefitted thereby using the method determined	by the Board		
					Ranch		
		set  fmih  in  the  Master  Assessment Methodology  Report	for  Lakewood			
							7,		
		Stewardship District The Isles at Lakewood	Ranch Project Area, dated September			

		2018 (the "Methodology Report"),	attached hereto as Exhibit B and incorporated		
															
		herein by this reference, which	results in the Special Assessments set forth on the		
		final assessment roll; and															
		(iii) it is hereby declared that the Project will constitute a special benefit to all parcels		
		of real property listed on said final assessment roll and that the benefit, in the case	of		
		each such parcel, will be equal to or in excess	of the Special Assessments		thereon		
										
		when allocated as set fmih	in Exhibit B; and										

3

(iv)	it  is  hereby  declared  that,	if applicable,	certain  additional  infrastructure		
							described		
contributed by the owner of the lands within the Project, more pmiicularly			
			
in the Methodology Report, shall also constitute	a special benefit to all parcels of real		
								
prope1iy listed on said final assessment	roll, and such contribution may be applied in		
									
accordance with the Methodology Report; and								
(v)	it is in the best interests of the District that the Special Assessments	be paid and		
					
collected as herein provided.											
SECTION 3.  AUTHORIZATION	OF DISTRICT PROJECT.  That certain Project for		
	initially described in Resolution 2018-27, and more		
construction of infrastructure improvements			
		attached hereto, is hereby authorized	and approved		
specifically identified and described	in Exhibit A				
							
					m·e hereby authorized	and directed to		
and the proper officers, employees and/or agents of the District				
							
take such further action as may be necessary or desirable to cause the same to be made following the		
issuance of the Bonds referred to herein.											

the

SECTION

Project and the

4. ESTIMATED costs to be paid by

COST OF IMPROVEMENTS. The total estimated costs of		
Special Assessments on all specially	benefitted property are		

set forth

in

Exhibits

A

and

B,

respectively.

SECTION

5.

EQUALIZATION, APPROVAL, CONFIRMATIONOFAND LEVY

SPECIAL ASSESSMENTS.  The Special Assessments on the parcels specially benefitted	by the		
Project,as all	specified in the final assessment roll set forth in Exhibit B, attached hereto, are hereby		
equalized, approved, confomed and levied.  Immediately following the adoption of this resolution		
these Special Assessments as reflected	in Exhibit B,	attached hereto, shall be recorded	by the		
							
												Lien		
Secretmy of the Board of the District in a special book, to be known as the "Improvement			
				
Book." The Special Assessment or assessments against each respective parcel shown on such final		
assessment roll and interest, costs and penalties thereon, as hereafter provided, shall be and shall		
remain a legal, valid and binding first lien on such parcel until paid and such lien shall be coequal		
with the lien	of all state, county, district, municipal	or other governmental taxes and superior	in		
					
					of any bonds, including refunding		
dignity to all other liens, titles, and claims.  Priortheto			issuance			
												
bonds, the District may, by subsequent resolution, adjust the acreage assigned to particular parcel		
identification numbers listed on the final assessment	roll to reflect accurate apportionment	of acreage		

within the District amongst individual parcel identification numbers. The District may make any		
other such acreage and boundary adjustments	to parcels listed on	the final assessment roll as may be		
	as dete1mined by the Board by subsequent resolution.		
necessmy in the best interests of the District			
Any such adjustment in the assessment roll shall be consistent with the requirements	oflaw.	In the		
					of		
event the issuance of bonds, including	refunding bonds, by the District would result in a decrease			
				
							resolution, adopted within sixty (60)		
the Special Assessments, then the District shall by subsequent			
										
days of the sale of such bonds at a publicly noticed meeting and without the need for further public		
hem·ing, evidence such a decrease and amend the final assessment	roll as shown in the Improvement		
								
Lien Book to reflect such a decrease.																

4

SECTION 6. FINALIZATION OF SPECIAL ASSESSMENTS. When the entire Project		
has both been constructed or otherwise	provided to the satisfaction of the Board, the Board shall		
							
adopt a resolution accepting the same and determining the actual costs (including financing costs)		
thereof, as required by Sections 170.08 and 170.09, Florida Statutes, and Section 13 of Chapter		
2005-338, Laws of Florida.  Pursuant to the provisions of Section 170.08, Florida Statutes,	and		
			
Section 13 of Chapter 2005-33 8, Laws	of Florida, regarding completion of a project funded by a		
particular series of bonds, the District shall credit to each Special Assessment the difference, if any,		
between the Special Assessment as hereby made, approved and confirmed and the actual costs		
incurred in completing the Project.	In making such credits, no credit shall be given for bond		
financing costs, capitalized interest, funded reserves or bond discounts.	Such credits, if any, shall be		
		for the entire		
entered in the Improvement Lien Book.  Once the final amount of Special Assessments			
				
Project has been determined, the te1m "Special Assessment" shall, with respect to each parcel, mean		
the sum of the costs of the Project. In the event that a landowner	prepays a Special Assessment prior		
						
to its finalization, no credit shall be given if the total cost of the Project are less than anticipated.		

SECTION COLLECTION.

7.

PAYMENT  OF  SPECIAL  ASSESSMENTS  AND  METHOD  OF

(a)	The Special Assessments may be paid in not more than thirty (30) consecutive annual		
installments of principal and interest or such other schedule as may be set by the amortization		
schedule for the Bonds.  The Special Assessments may be paid in full without interest at any time		
within thirty (30) days after the completion	of	the Project and the adoption by the Board of a		
				however, that the Board shall at any time		
resolution	by the District accepting the Project; provided,			
						payment schedule as		
make such adjustments by resolution, at a noticed meeting of the Board,thatto			
may be necessary and in the best interests	of	the District to account for changes in long and short		
				any time subsequent to thirty (30) days after the		
debt  term	as actually issued by the District.	At			
Project has been completed and a resolution	accepting the Project has been adopted by	the Board, the		
															
Special Assessments may be prepaid in full  including interest amounts to the next succeeding		
interest payment date or to the second succeeding	interest payment date if such a prepayment	is made		
					
				date.  The owner of	property subject		
within forty-five (45) calendar days before an interest payment				
		of the Special Assessments	at any		
to Special Assessments may prepay the entire remaining	balance				

time, or a portion of the remaining balance of	the Special Assessment one time iftherepaid,isalso		
in addition to the prepaid principal		balance	of the Special Assessment,	an amount equal to the		
										
	on such prepaid amount on the next succeeding	interest payment		
interest that would otherwise be due				
			such interest		
date for the Bonds, or, if prepaid during the forty-five (45) day period preceding			
					
payment date, to the interest payment date following such next succeeding interest payment date.		
Prepayment of Special Assessments	does not entitle the property owner to any discounts for early		
																	
payment.																				
(b) The District may elect to use the method of collecting Special Assessments authorized by		
Sections 197.3632 and 197.3635, Florida Statutes and Section	13 of Chapter 2005-338, Laws of		
Florida (the "Uniform Method"). The District has heretofore taken, or will use its best effmistaketo		
allas timely required,	necessary actions to comply with the provisions	of said Sections 197 .3	632 and		
					Such Special		
197.3635, Florida Statutes and Section 13	of Chapter 2005-338, Laws of Florida.			
						
Assessments may be subject to all	of the collection provisions	of Chapter 197, Florida Statutes.		

5

Notwithstanding the above, in the event the Unifmm Method		of collecting its special or non ad		
valorem assessments is not available	to the District in any year, or if determined	by the District to be		

in its best interest, the Special Assessments may be collected as is otherwise permitted by law.  The		
District may, in its sole discretion, collect Special Assessments by directly assessing landowner(s)		
and enforcing said collection in any manner authorized by law.						
( c)	For each year the District uses the Uniform Method, the District shall enter into an		
agreement with the Tax Collector of	Manatee County who may notify each owner of a lot or parcel		
within the District of the amount of the Special Assessment,	including interest thereon, in the manner		
		13  of Chapter 2005-338, Laws of		
provided in Section 197.3635, Florida Statutes,	and Section			
									
Florida.														
( d)	is				payment	not made in accordance	with the schedule		
	In the event that an assessment			scheduled  assessment  payments  shall  be		
referenced	above,  such  assessment  and  any  future			
delinquent and shall accrue penalties	and interest in the amount	of one percent (1	%) per month plus		
		and shall either be enforced pursuant to a foreclosure action,		
all costs of collection and enforcement,			
					Uniform Method on a future tax bill, which		
or, at the District's discretion, collected	pursuanttheto			
							and enforcement.  In the event an		
amount may include penalties, interest, and costs of collection			
					
assessment subject to direct collection by the District shall be delinquent, the District Manager and		
District Counsel, without further authorization by the Board, may initiate foreclosure proceedings to		
collect and enforce the delinquent and remaining assessments.						

SECTION 8.

APPLICATION

OF

TRUE

UP PAYMENTS.

( a)	Pursuant to the Methodology Report, attached hereto as Exhibit B, there may be required		
from time to time certain "True Up Payments."	As parcels ofland or lots are developed,	the special		
						
											In		
assessments securing the Bonds shall be allocated as set forth in the Methodology Report.				
fu1iherance thereof, at such time as the lands within the Project boundary are platted, it shall be an		
conditionexpress		of the lien established	by this Resolution that such plats shall be presented to the		
															of		
District Manager for review, approval	and calculation of the percentage of acres and numbers			
				
											to be developed.		
units which will be, after the approval	of such plat by Manatee County, considered			
							
						shall be required. The District's review shall be		
No further action by the Board of Supervisors			
		of the lien established by this Resolution.	The		
limited solely to this function and the enforcement				

District Manager shall cause the Special Assessments to be reallocated to the units being platted and		
the remaining prope1iy in accordance	with Exhibit	B; cause such reallocation	to be recorded in the		

District's Improvement Lien Book; and, at such time as 25%, 50%, 75% and 90% of the gross		
acreage within the Project boundary is platted, shall perform the true-up calculations described in		
Exhibit B, which process is incorporated	herein as if fully set fmih. Any resulting	True-Up Payment		
								
					of record of the remaining prope1iy,		
shall become due and payable that tax year by the landowner(s)			
		remaining developable		
in additiontheto	regular assessment installment payable with respecttheto			
acres.																			
(b)	The District will take all necessary steps to ensure that True-Up Payments are made in a		
timely fashion to ensure its debt service obligations are met.  The District shall record all True-Up		
Payments in its Improvement Lien Book.													

6

(c)  The foregoing is based on the District's understanding	that	as many as 450 residential		
					
units and a non-residential clubhouse unit will be constructed on approximately 334.36 developable		
acres based on the unit numbers and types shown in Exhibit B, on the property subject to the Special		
Assessments.  The Assessment Methodology Report is to provide a formula to ensure that the		
appropriate ratio of the Special Assessments to developable acres is maintained if less acres are		
developed.  However, no	action by the District prohibits or proscribes a maximum amount of		
development that may occur.  In no event shall the District collect Special Assessments pursuant to		
this Resolution in excess of the total debt service related to the Project, including all costs of		
financing and interest.  The District recognizes that such things	as regulatory requirements	and		
				
market conditions may affect the timing and scope of the development	in the District.  If the strict		
				
application of the True-Up Methodology to any assessment reallocation pursuant to this paragraph		
would result in Special Assessments collected in excess of the District's total debt service obligation		
for the Project, the Board shall by resolution take appropriate action to equitably reallocate the		
Special Assessments. Further, upon the District's review of the final plat for the developable acres,		
any unallocated Special Assessments shall become due and payable and must be paid prior to the		
District's approval of that plat.					
(d)  The application of the monies received from True-Up Payments or assessments to the		
actual debt service obligations of the District, whether long term or short term, shall be set forth in		
the supplemental assessment resolution adopted for each series of Bonds actually issued. A separate		
resolution shall be issued for each set of Bonds.  Such subsequent resolution shall be adopted at a		
noticed meeting of the District, and shall set forth the actual amounts financed, costs of issuance,		
expected costs of collection, and the total amount of the assessments pledged to that issue, which		
amountwithshall be consistent	the lien imposed by this Resolution.				

SECTION

9.

GOVERNMENT  PROPERTY;  HOMEOWNERS  ASSOCIATION

PROPERTY;  TRANSFERS  OF  PROPERTY  TO  UNITS  OF  LOCAL,  STATE,  AND		
FEDERAL GOVERNMENT.  Property owned by units of local, state, and federal government		
shall not be subject to the  Special Assessments without specific consent thereto.	In addition,		
property owned by a property owners association or a home owners association that is exempt from		
special assessments under Florida law shall not be subject to the Special Assessments.	If at any time,		
				
any real property on which Special Assessments are imposed by this Resolution is sold or otherwise		
transferred to a unit oflocal, state, or federal government (without consent of such governmental	unit		
			
to the imposition of Special Assessments thereon), all future unpaid Special Assessments for such		
tax parcel shall become due and payable immediately prior to such transfer without any further		
action of the District.				
SECTION 10.  ASSESSMENT NOTICE. The District's Secretary is hereby directed to		
record a general Notice of Assessments in the Official Records of Manatee County, Florida, which		
shall be updated from time to time in a manner consistent with changes in the boundaries of the		
District.				

SECTION declared invalid or

11.  SEVERABILITY. If any sectionpaiior	of a section of this Resolution be	
unconstitutional, the validity, force and effect of any other section or part of a	

7

section of this Resolution shall not thereby be affected or impaired	unless it clearly appears		
			
other section or pmi of a section of this Resolution	is wholly or necessarily dependent		
				
section or part of a section so held to be invalid or unconstitutional.		

that such upon the

the

SECTION 12. CONFLICTS. extent of such conflict, superseded

All resolutions and repealed.

or parts thereof in conflict herewith

are,

to

SECTION 13.  EFFECTIVE DATE.

adoption.

This Resolution shall become effective upon its

PASSED AND

ADOPTED

this

12

th

day

of

October, 2018.

ATTEST:

BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary	Rex Jens en, Chairman

Exhibit

Exhibit

A: B:

Engineer's Report The Isles at Lakewood Ranch, dated September 2018		
Master Assessment Methodology Report for Lakewood Ranch Stewardship District		
The Isles at Lakewood Ranch Project Area, dated September	7, 2018		

8

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Supplement to MBS Investment Banking Agreement

MBS CAPITAL MARKETS, LLC

SUPPLEMENT TO INVESTMENT BANKING AGREEMENT
DATED NOVEMBER 2, 2012 REGARDING BOND ISSUANCES DY
LAKEWOOD RANCH STEW ARDSHll> DISTRICT

October 12, 2018

Board or Supervisors
Lakewood Ranch Stewardship District

Dear Supervisors:

MBS Capital Markets, LLC ("Underwri ter") and the Board of Supervisors of the Lakewood Ranch Stewardship District ("District") entered into an Investment Banking Agreement effective November 2, 2012 "Ag( reement") wherein the District engaged the Underwriter to provide investment banking services for the District. The purpose of this letter is to supp lement the Agreement by specifying the particular plannde transaction currently being contemplated by the District for which such investment banki ng services are to be provided by the Underwriter.

The District is considering the isus ance o f its Special Assessment Revenue Bonds {NE Sector - Phase I B), Specia l Assessment Revenue Bonds (NE Sector - Crosswind Project) and Special Assessment Revenue Bonds (Northwest Sector/Lakewood Centre) for the purpose of acquiring/constructing public infrastructure improvements for the referenced projects. It is the District's intent to engage the Underwrite,· to provide invessetment banking rvices for this transac tion.

The scope of services to be provided in n non-fiduciary capacity by th e Underwriter fo r this transaction will include those listed below.

o	Adv ice regarding the slruclure, timing, terms, and other similar matters concerning the particular

municipal securities described above.
o	Preparation of rating strategies and presentations related to the issue being underwritten.
o Preparations for and ass istance with investor "road shows," if any, and investor discuss ions related lo the issue being underwritten.

o	Advice regarding retail order periods and institutional marketing if the District decides to engage in a negotiated sale.

o	Assistance in the preparalion of the Preliminary Official Statement, if any, and the final Official Statement.

4890 WEST K~NNEOY BLVD, SUITE 940	152 LINCOLN AVENUE	8583 STRAW DERRY L/\Nf	100l 8RAOF0ROWAY	
TAMPA, FLORIDA 33609	W1NTEII PARK, FLORIDA 32789	LONGMONT, COLOMOO 80503	KINGSTON, T ENNESSEE 3 7763	
PIIONE: 813.281.2700	PIIONE: 407. 622.0130	PHONE: 303,652.0205	PHONE: 865.717.0303	

MBS CAPITAL MARKETS, LLC

o Assistance with the clos ing or the issue, including negotiation and discuss ion with respect to all docum ents, certi licates, and opinions neede for the clos ing.

o	Coordination with respect lo obtaining CUSIP numbc1·s and the rcg istrntion with the Depos itory Trnsl Company.
o	Preparati on of pos t-lsa e reports for the issue, if any.

o	Strncturing of refunding escrow cash fl ow quire ements, but not the recommendati on of and brokerage of particular municipal escrow investments.

All other terms of the Agreement shall remain in effect, including spec ifically the Disclosures Concerning the Underwriter's Role Requir ed by MSRB Rul e G- 17 which is again being prov ide in Exhibit A hereto. By execution of this supplement to the Agreement you are acknowlde ging receipt of the same.

This supplement to the Agreement shall bo effective upon your acceptance and shall remuin in effect until such time as the financing desc ribed herein has been compl eted or the Agreement is terminated as prov ide in Section 3 of the Agreement.

Sincerely,
MBS Cnpital Mm·kcts, LLC

0"rr:

Brett Sealy Managi ng Partner

Approved nnd Acceptde  By:

Title:

Date:

Tampa, FL W inter Park, FL Longmont, CO Kingston, TN

MBS CAPITAL MARKETS, LLC

EXHIBIT A

l)isclosurcs Concerning the Und erwriter's Role

(i)	Muni cipal Securities Rulemaking Boa rd Rule G- 17 req uires on underwr iter lo deal fairly nl all times with both municipal issuers and investors;

(ii)	The Underwriter's primary role is to purcluise securities with a view to distri bution in an arm's-length

commercial trnnsaction with the District and it has finan cial n11d other interests that differ from those of the District;

(iii) Unlike a municipal advisor, the Underwriter does not lrn ve federal secu rities laws and is, therefore, 11 0 1 required by federa l law wit hout regard to its own finan cial or other interests;

a fid uc iary duty to the Distri ct under the to net in the besl interests of th e District

(iv) The Underwriter has a duly to purchase securities rro111 the District at a fair and reasonable price, but must balance that duty with its duty to se ll municiprd securit ies to in vestors at prices that are fair and reasonabl e; and

(v) The Underwriter will rev iew the orlicial statement for th e DistricL's securities in accordance with, and as part 01: its responsibilities to in vestors under the federal securities laws, as applied to the facts and ci rcumstances of lhe transaction.

Disclos1.11·c Conccmiug the Undcnvl'it'cr's Compensation

Underwriter's compensa Li on that is contingent on the closing of a tran sact ion or th e size of a transacti on presents n con nict or inleresl, because it may cause the Underwriter to recommend n lrnnsacti on that it is unnecessa ry or to recommend that the size of the transaction be larger thnn is necessary.

Conflicts of Intcl'csl

Pnymcnts to or from Third P:,rlics. There are no undisclosed payments, va lues, or cred its to be receivde by th e Underwriter in connecti on with its underwriting or this new issue from parties other tha n the District, and there are no un disclosed payments to be made by the Underwriter in connection with lhi s new issue to parties other than the District (in either case including payments, values, or credits that relate directly or indirectly to co llateral lrnnsnclions integra lly related to the issue bein g underwrillen). In addition, there are no thi rd-party nrrnngcments fo r the marketing of the District's securities.

Prnlit-Sharing with Investors. There are no arrangements between the Underwriter nnd an investor purchas ing new issue securities from the Underwriter (including purchases that are contingent upon the delivery by the Districl to the Underwriter of th e securities) accord ing lo which profits realized from tho resale by such investor ofLhe securities are directly or indirectly sp lit or otherwise shared with the Underwriter.

Credit Dcfnult Swnps. There will be no iss unnce or purchase which the refe rence is the Di stricl for which the Underwriter is District.

by the Undenvri ler of' credit default swaps for servin g as underwriter, or an obligation of that

Tampa, FL Winter Park, FL Longmont, CO Kingston, TN

MBS CAPITAL MARKETS, LLC

Retnil Order Period s. For new issues i11 which there is a retail order peri od, the Underwri ter wi ll honor such agree ment to prov id e the reta il order peri od. No allocation of securities in 11 nrnnner tha1 is inconsistent wi th a District's requ irements will be made without th e District's consent. In 11dditio11, when the Underwriter has agreed lo underwrite a transaction with n retail order period, ii wi ll take reasonable mcns ures to ensure that retail clients arc bona fi de.

Denier Payment s to Districl Personnel. Reimbursements, if any, made to per sonnel of the Di strict will be made in compliance with MSRB Ru le G-20, on gifts, gratuities, and non-cash compne sation, and Ru le G-17, in connection with certain paym ents made to, and expenses reimbursed fo r, Distri ct personnel during the municipal bond issuance process.

Tampa, FL Winter Park, FL  Longmont, CO Kingston, TN

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Bid Award for Waterside Place Boulevard and Waterside Place Park Earthwork

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid Tabulation

Stantec

Stantec Consulllng Services Inc.

6900 Protesslonol Parkway East
Sarasota FL 34240-8414
Tel: (94 1) 907-6900

Fox: (941} 907-691 0

September 18, 2018	
FIie:	2156 14294 240	

Via:

E-Mail

(rex.jensen@smrranch.

co

m)

Lakewood Ranch Stewardship

14400 Covenant Way

Lakewood Ranch, FL 34202

DIs1rlct

A1tn:

JensenMr.Rex

Chairman of the Board

Reference:

Waterside Place Boulevard

Contract Recommendation

and

Waterside Place Pork Earthwork

Dear Mr. Jensen:

On September 14, 2018,	we received and opened five bids from Lakewood	Ranch Stewardship		
				Earthwork Proj		
pre -qualified firms for the Waterside Place Boulevard and Waterside Place Park			
			
		, Inc., C&M Road Builders, Inc., Woodruff & Sons,		
received bids from Frede	rick Derr and Company		is a tabulation of		
MacKenzie of Florida, Inc., and Westra Construction Corporation. Attached			
				
received.							

District's ect. We Inc .. E.T. the bids

Woodruff & Sons, Inc. submil	ted	
provided and determined that 11	
work on this project based on the	

	. We have	
the lowest Bid for $981.633.29	
Is responsive, and we	find the Contractor	
Information received.		

reviewed the bid package		
occep1able to perform	the		

nd that Lakewood Ranch	Stewardship		
Therefore, we recomme	.			
.29				
Sons. Inc. for the total bid of $981,633				

Distric

t

awa

rd

the

contract

to

Wood

ruff

&

If you

hove

any

questions

or

comments. please

contact

our office.

Sincerely,			
Stantec Consultlng	Services Inc.		
			
~n~. ~~
District Engineer
Tel: (9◄ 1 )  907•6900
E-Mail: rolke.kennedy@staotec com

t h~!l:t		
Senior Principal		
Tel: (94	1) 907-6900		
E-Mail:	om		
	krls.wUhoU@stantec.c		

Encl

C:

osure				
Bob Simmons, LWR Development LLC		
	nt LLC		
Mike Blackrlck, LWR Developme	LLC		
Roger Amon. LWR Development			
Kathy Horn, LWR Development	LLC		

Des

ign

with

communily

In

mi

nd

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Waterside Place Boulevard Bid Form

		f Construction..--	Cost				
		--······- -·	--·-··		--•	Frederic.le Oefr & Co. Inc.	Westra ConslruCJion Corp.		
	Woodruff 8. Sons. Inc.	C 8. M Roodbuilders. Inc.	E.T Mocl:emie of fiorido, Inc.				
General	$36.351 .9-4	$67.500.00		$35,740.00	$37,151.00	$69.490;00		
	$454.529.38	$4.C0.~93.45		$310.854.50	$377.729.35	$581.tJ,1.00		
Eorthwotk								
						$579,286.10		
RoodwLN< & Pavement	$'2«, 135'25	$24SA99JO		$-423.219.00	~6.529.95			
						$125-.493..40		
Drolno,,,.	$93.1~.80	$88;403.80		$90.230.00	$8-4.778.00			
				$66,097.00	i.&3.840.00	,$85.911.llO		
Poloble Woler	$76.812.84	~	.118.00						
Sonilarv	$76,698.08	SS().153.40		$61.859.50	$67.3.59.25	$126.973.50		
									
jfolol =	$981.633.29	)987.368.35		$988,000.00	$1.027,387.SS	$ 1.S68.590.00 !		

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LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2019-02

RESOLUTION 2019-02	
A RESOLUTION OF THE BOARD OF SUPERVISORS OF	
THE  LAKEWOOD  RANCH  STEWARDSHIP  DISTRICT	
REGARDING   THE	A WARD   OF   A   CONSTRUCTION	
CONTRACT;  PROVIDING  A  SEVERABILITY  CLAUSE;	
AND PROVIDING AN EFFECTIVE DATE.	
WHEREAS, the Lakewood Ranch Stewardship District (the "District"), is a local unit of	
special-purpose government established	pursuant to Chapter 2005-338, Laws of Florida to plan,	
construct,  install,  acquire, finance,  manage  and operate public improvements and community	
facilities for lands within the District; and		
WHEREAS, the District has solicited	bids from prequalified contractors interested in	
providing construction services related to the Waterside Place Boulevard and Waterside Place	
Park Earthwork project (the "Project"); and		

WHEREAS, contractors interested

the District has received and evaluated bids from five (5) prequalified in providing those services; and

WHEREAS, Woodruff amount (the "Contractor"); and

&

Sons,  Inc.  submitted	a responsive bid with the  lowest bid	

WHEREAS,

the Contractor.

in the best

interest

of

the District, the Board desires to award a contract to

NOW THEREFORE BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT:

SECTION 1.	All	of the representations,	findings  and dete1minations		
					
the recitals stated above are recognized	as true and accurate and are expressly		
				
this Resolution.						

contained within incorporated into

SECTION 2.	The  bid  submitted	by the  Contractor		
				
interests of the District.			

is

the  bid which  best  serves the

SECTION

the Project.

3.

The Contractor shall be awarded a contract for construction services for

SECTION 4. The Chairman and District Staff this award to all bidders to the extent required by law contract with the selected proposer.

are hereby authorized to and to proceed with the

give notice of execution of a

Page

1

of

2

SECTION 5. If any provision of this Resolution provisions shall remain in full force and effect.

is

held to be illegal or invalid, the other

SECTION 6. This Resolution in effect unless rescinded or repealed.

shall become effective upon its passage and shall remain

PASSED AND

ADOPTED

this

12	th		

day

of

October, 2018.

ATTEST:

BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary/Assistant Secretary	ChairmanNice Chairman	

Page

2

of2

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Bid Award for Waterside East-West Transmission Mains

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid Tabulation

~

Stantec

Stantec Consulllng	Services Inc.	
6900 Professional Parkway East	
Sarasota	FL  34240-8414	
Tel: (941)	907-6900		
Fax: (941) 907-6910		

September 25, 2018		
File:	215614203	250		

Via:

E-

Mail

rrex.Jensen@smrranch,coml

:

Lakewood Ranch Stewardship	District																		
																			
14400 Covenant Way																					
Lakewood Ranch,	FL 34202																			
																							
Attn:	Mr. Rex Jensen	Board																		
	Chairman	of	the																			
Reference:	Waterside	East-West Transmission	Mains														
																		
		Contract Recommendation																		
Dear Mr. Jensen:																							
On September 2 1, 2018,	we received and	opened five bids from Lakewood Ranch	Stewardship District's		
			received	bids from		
pre-qualified firms  for the  Waterside  East-West Transmission	Mains	project.	We				
					Associates	,		
E.T. MacKenzie of	Florido,	Inc., Frederick Derr	& Company, Inc., Woodruff & Sons. Inc., RIPA &				
							
					tabulation o f the bids received.							
		Corporation. Attached is a								
and Westra Construction									
E.T. MacKenzie of Florida,											.75. We have reviewed	the	bid		
	Inc. submitted the lowest Base Bid for $3,979,364						to		
package provided and	d etermined that It	Is	responsive	, and we find the Contrac tor acceptable			
								
					received.										
perform the	work on	this project based o n the information											
														
Therefore,  we  recommend	tha t  Lakewood	Ranch	Stewardship	Distric t	award  the  contract		to		
													
E.T. MacKenzie of	Florida, Inc.	for the total	bid o$3,979f	,364.75.											
																				
If you	have	any questions or comments, please contact	our office.										
Sincerely,																								
Stantec Consulllng Services Inc.																		
				E/~																
Mi~t																				
District Engineer																							
Tel; (94	1] 907-6900		1aa1ec,com																		
E-Mail	ro1Ke,kennedy@s																			
																							
Enclosure																								
C:	Bob Simmons, LWR Development	LLC																
	Mike Blackrick, LWR Development LLC																
	Roger Aman, LWR Development LLC																	
	Kathy Horn,	LWR	Development LLC																	
Doslgn with communlly	In mind																			
																						
O?m/2018 • NCGA		n\documont1\Jln0Ldocumonl\lell,tr\l•U-f•n.el\)wftd,.walenod1◄01							_d1fY\.,20l60925 docx						
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Waterside East-West Transmission Mains

	RIPA & Associates	Westra Construction Corp	woodruff & Sons	E.T. MacKenzie	Frede rick Derr	
Potable Water	3492759	3117545	3208077.46	3045271	3327136.2	
Force Main	1033734.6	1 123030.85	892981.06	782478.75	1000174.2	
Irrigation	7150	4700	12750.2	9450	7830	
General	271160.4	431538.5	173062.92	142165	216591.45	
Total=	4804804	4676814.35	4286871.64	3979364.75	4551731.85	
Potable Water Alternative	992759	1093224	1081639.04	708417	1047817.8	

V:\2156\active\215614203\civil\specification\bid_tab\ spd_waterside_east-west_util_bid_tab_ 20180924.xlsx 9/ 25/2018

9/25(l!J18

(),

Stantec

R!i>•	& Associatts	Westn c.onWUttlan Cocp.	Wooc!Nff & Sons Inc.	E.T. Maclcenzie of Fl lnc.	Frodtlct Derr & CC. ITot.		

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101	2• ·	0.1.P. WaterMaln-CIASSSl		
102	24'	Butll!ntv V>M with llol<		
l03	Direcional Drill t3l1'HDPEl		
l04	S" PVC Water Main · C905. DR-18		
105 II" G>to Valve wat, Box		
106	Ti•	Into Exlstln;. 24 • Wa!er Main (Lakowood Randi Blvd)		
107 n, tnto Existi.i.& s• Water ~'.a!n		

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Uni LF LF EA LF LF EA EA EA

Unftrrtce		
s	105..00	$	
s	350..00	S	
$	IUS0.00	s	
s	,25.00	S	
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s	J.AS0.00	S	
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	UnHrrtce		
S	10S.3S		
s	.		
	7.2<0.00		
S			
S	427.00		
S	4LOO		
S	l.,7"3.00		
S	A,500.IXI		
s	l.510..00		

s s s

S S $ $ S

Total

LW.027.. 00 .

65.160.00 J.659.322.00 1,066.00

5.23S.!JO •.soo..oo 1.510.00

	Uni frlce		
S	9937		
s	.		
			
S	7 .681.15		
S	060.29		
$	U0.16		
S	2.337.52		
s	ll.308.28		
S	5.728.19		

S s s s

S

S s

S

Tolal

UH.931.40 .

69.130.3S J..788.686.!l< 3.544.16 7.0U.56

11,308.28 s.na.19

	Unft l'llce		
S	98.25		
s	.		
			
$	6.920.00		
S	436.00		
S	19.00		
5	l.250.00		
S	3.060.00		
s	2.390.00		

S s

S

S s s

$ S

	Tolol	
l.102.355.00	
	.	
62,.Wl..OO	
J.694,296..00	
	49<..00	
3	750.00	
3,c6().00	
2.390.Dll	

	Unit l'llce	
S	ll7.8S	
s		
$	7 725..00	
S	428.$	
$	3Li5	
S	t.=,00	
S	8.t6SAXJ	
s	2.07S.00	

s s
S $ S
s s

S

Total

1.322.277.00 -

69.S2S.OO l.665.m.90 830.70 4.020.00 8. 165.00 2,075.00

101!	24'1<2•" OJt in Tee •nd 24"	6uttert1v vaJw (COnnKtlon to em:ing 24"	l	l5		
	on l.0:r.l:ne Road)				

S	19,500.00	S	

19,500.00

S	37,200.00	

S

37,200.00	S	25,5~	.15	$	25,554.lS	S	1£,705.00	S	16.705.00	S	71.300.00	S	

71,300.00

	Water Main	5	EA		
109 fire ttvd~nt com:,lell!				
	5	EA		
110	24 ""6"THotl!vdr.uns				
		l	EA		
111 24".s" Cross				
	l2	EA		
111	20"l<30" Rl!d,cer				
			EA		
1!3	24",;stfllllr.£>	lC			
		2	EA		
l.!A	24 • 22.S• Flttlnas				
		17	EA		
11.5	24• 11.2.5l ~..(;				
		0	:A		
116	8" 01!-ln Tee				
117	ITeslin& in A=nlance w/ Curre-n Sarasota County Util'lles Oeportmen:	1	15		

s	5.000.00	S	
s	LS00..00	s	
S	2.750.00	S	
s	1.800.00	$	
s	2.050.00	S	
s	2.050.00	S	
s	:z.oso..oo	s	
S	15.000..00	S	
S	36,000.00	S	

25,000.00	$	3,500.00	S	17.500.00	S	S.89636	S	29,481.80	S	3 550.00	S		
7.500.00	S	2.300.00	s	ll.500..00	S	2..303.92	S	11,519.60	S	l..995.00	S		
2.750..00	S	4,400.00	s	4,400.00	S	2.299.38	s	2,299.38	S	2.530.00	S		
									s				
21,6Ci0.00	S	2.lS0.00	s	26.160..00	S	2.366.67	S	28.400.04		2.815.00	S		
l.S.700JXI	$	: ,975.00	S	27,650.00	S	1..72&90	S	2.4.204.60	S	1.865.00	S		
4.100.00	s	1..930.00	S	3.860.00	S	l,.678.95	s	3.357.90	S	1.115,00	S		
											s		
34.850.00	S	1.900.00	s	32.300.00	S	L640.82	s	27.$3.94	s	:i.ns.oo			
.	s		s	.	s		s	.	s		s		

36,000.00	S	34,500.00	S	34.S00.00	S	•9,612.40	$	d ,612.<0	S	29,390.00	S		

17,750.00	S	4,145.00	$	20.72!;.00		
9.975.00	$	2,350.00	S	ll.T:>0.00		
2.530.Dll	s	2.lSO,.OO	S	2.250.00		
33.780.00	S	2..5S8..00	s	30,69600		
26,UO.OO	S	1,810.oo	s	25,340.IJO		
3.630.00	S	L7S0.00	5	3,stl0.00		
30,17>.00	S	l.705.00	s	28.9&S.DO		
.	s	.	s	.		
						
29,390.0:,	$	56,!175.00	S	56)175.00		

	Standards			14	LF		
119	8" D.I. P. \'/ate Maln -CLASS 51					
			l	EA		
120 24-XS- TEE						
			2	EA		
:.21	B" Pli:1						
			Potable \Ytt... Total			
						
200	12" PVCforc:e Maln-C'900 f0lt-25)		l3129LF		
			3	EA		
201	12• Gate: Valve with	Box					
				2984 LF		
202	Dir!Cllc,ml Oril (14" nOPEl				
			1	EA		
203	Tie Into Existing Force Main					
			7	EA		
""	e .ia.., Ground Alr Rr!ose V.llle					
			us		
	~C>! Main f"lttin£S					
205						
206	Testing in Accordanu w/ Current Sarasota County Utilities De~rtm•nt	1	IS		

s	4L70	S		
s	23S0.00	S		
S	125.00	S		
s		$		
	28..20	S		
s	2.600.00	S		
s	~00	S		
s	3.150.00	S		
S	2!l.SOO.OO	S		
S	58,394.20	S		
S	34.000.00	5		

583.l!O	S	
USQ.00	s	
250.00	s	
3,492.759.00		
370,237.80	S	
7,800.00	S	
'°2.=00	S	
3 .150.00	S	
143.SOO.OO	S	
511,394.20	S	
34/n)IXJ	s	

6S.00	S	910.00	s	231.50	S		3.2!11.56		
2.245.00	S	U4S..OO	S	1..76!.sl	S		1.768.Sl		
250.00	S	SOQ.00	s	1'15.85	s		291.70		
	s	3, 117.54$..00	s		$	3	,m_nn..45		
47-6S	S	625,596.85		28.66	s		376,ln.14		
2.700.00	s	8.100.00	S	2.875.06	S		8,US.18		
124.00	$	370,015.00	S	122.53	s		365 529.52		
2.215.00	s	2..215-00	s	8.175.10	S		8.175.10		
7,825.00	S	54,775.00	S	9,291.SS	5		65.040.ltS		
					s				
40.000.00	S	40.000..00	S	42.680.37			42.680.37		
									
8,250.00	$	USO.OD	S	8,959.83	s		8,S59~		

5	280.00	S	
S	2.185.00	S	
S	243.00	5	

		$	
S	24.75	S	
S	2.280.00	S	
s	11LSO	s	
S	1.755.00	S	
s	7,COS.00	S	
S	32.250.00	S	
s	lS,075..00	s	

3,920.00	S	62-90	$	880.60		
2.185.00	S	U6S.OO	s	l.868..00		
.ca6.00	s	170.00	s	340.00		
3..04S.27L00	s		s	3.327,1.36.20		
324,94_2.75		33.40	S	436,508.60		
6,840.00	S	2,•50.00	$	7,3.IIJ.OO		
332,716.00	S	13435	s	<00.9()(1..40		
l.755.00	$	2.730..00	s	2.7!0..00		
51,835.00	S	S..285..00	s	57""".00		
32.250.00	S	45,72S.OO	S	45.725.00		
18,075.00	S	32.<00.00	s	32.400.00		

	St2ndards		2 EA		
208	6" ~ Valv@ with bcx				
			1	EA		
209	Pi••in, Pon					
			44	LF		
210	6" PVC F0tce M;in • C-900	(DR-251				
			Fo<ce Main Toltl		

s	uso.oo	$	
$	lLOOll.00	S	
s	11.65	S	
		$	

2.300.00	s	
U.000.00	S	
Sl2.60	S	
1,033,734.60		

1,2SO.OO

8,900.Dll

59.SO

s s

S $

2.560.00 8,900.00 2,618.00 l,U3,030.S.S

S S $

1.708.88	S	
U..245.03	S	
43.ll7	s	
	s	

3.417.7li U.245.03 L9l0.28 892.,911..06

S	945.00	S	
S	11.515.00	S	
S	15.00	S	
		$	

l.li90.00	s	869.00	S	l.738..00	
ll.515.00	S	12.165.00	S	U.165.00	
660.00	S	lS.OS	s	662..20	
7&2..478.75			$	1.000,174.20	
			I s	7.830.00	

500(	12• PVC lrna:ation Maio Adjustm•nt	
300	i!On<fltlt	
301 Construction S't!.ke Out	
lll2	Record Ora-Ni= (S>nsot. CO:Jntv UtiTotie Standards)	
3113	Al!d"rtional 1 Yea, w arr.r.v Bond	
304	Mob!T.ut,on	
30.5	SOt fena, nn..,din• Removall	

lnlca

l	l5	
lion T-l	
l	l5	
I	l5	
l	l5	
1	l5	
l	l5	
28550	Li'	

s	7.150.00	S		
		s		
				
S	53.000.00	S		
S	31.000.00	S		
S	17,000.00	$		
s	u.aoo.oo	s		
S	86.000.00	S		
s	135	5		

7.I.SQ.00	S	
7,150.00		
53,000.00	S	
38.000.00	S	
17,000.00	S	
11.800.00	s	
86.000.00	S	
38,541.50	S	

4.700.00	
35.000.00	
22 srnm	
9.700.00	
U.700.00	
296	600.00	
	l.SS	

S s

S S

S $

S s

•.700.00 <,700..00 35,000.00 22,.500.00 9,700.00 U.700.Dll 296.600.00 44,2.52.SO

s

S s

S s

S $

12..750.20	IS	
	s	
27.916.63	$	
is~s.n	s	
6.379.89	s	
II.ST~	S	
54,494.U	S	
LSS	S	

l2.750.2!l U.750.20 27926,63 15,949.72 6.379.89 8575.00 54,494.12 41.251.SO

S	9ASO.OO IS	
		s	
Sl.S,500.00S	
S	23,072.00	S	
S	9,912.llO	S	
5	6.600.00	S	
S	21.350.00	S	
S	1..00	S	

9.450.00	S	7.ll30JXl	s			
9, -				7,930.00		
						
2S.SOO.OO	S	65.375.00	$	65,375.00		
						
23,072.00	S	2.S.800.00	$	25,600.00		
9,912.00	S	14.900.00	5	1"-"' LM		
6.600.00	S	1.00	S	l.D0		
21,350.00	S	29.4SO.OO	S	29,4SO.OO		
39,970.00	S	l.95	s	ss,m.so		

~\l.\5'1•~·\b'O~-.Jde...•H•....,,__"(.b;d_t>ll.J!)ll0914.m

9/25/2D1B
() stantec

llemf	Desc~Dllo"	Quaml!v	Unll		
;06 T<rrbid:'IY Barrier	so lf		
307 Ccmplianc<! with FDEP NPOES Pmnit	l	LS		
"""	Soddi11i Lorr.aine Rdi !lahial	410C	SY		
		l	SY		
309	Hv:iro<eed	G~nenl Total		
				
400 12• PVCWater Main-C900 OR-18	llZ20 Lf		
	(	lf		
401 11' 0 .1.P. Wate< Ma:n • a.ASS5l.				
	9 EA		
402 11• Ga :e \lalv,, wilh Bax			
	3886 lf		
41E Directional Dri!I (H '  HOi'E)			
	e· PVC Wates M>in-c:905. OR-18	12 Lf		
405	S"Gate V.lw! \Wth Soll	3 EA		
-406T,e Into~--· 24' Wate< Main {Ulewood Aalncl1 Slvdl	1 EA		
407 Tie Into Existin• Ir Water Main	1 EA		
	24"la.2' Ort in Tee and 2,• iluttertly\'alve (Connea!Dn m exlstlnr 24"	l	LS		
~ Wiiter Milin en lorrat.'\eRoad}				
				
<09 Fi<e Hydrant c.onu,le:e	SEA		
	SEA		
•10 LTx6" Tee at )ly,!rant>.			
4ll l.T'xB'Cioss	l	EA		
	11. EA		
41,;	11-.1• • RedU<>?r			
413 11• 45! Fittings	14  EA		
4-14 11· 22.S• Fittl--•	2 EA		
415 12· u= fitt; •••	17 EA		
416 S"Cut-in Ttt	0 EA		
	Testing in Ao::ordancew/ CurrentSarasota. County UOllties Department	1  LS		
017 Standards			
	l<	Lr		
415 8" OJ.P. \'late: Main· C\ASS S1				
		EA		
4 20 12"XS"TEE				
				
42l. a• ....	2 EA		
Pot•ble W•tuAlternative Tot.al

	Rip.;, &Associaru		wow., Ccn<truction Carp.		Woodruff & sons me.		E.T. Mad=we of Fl Inc.		Fredrid< Derr & Co. Inc.		
Unit Price	s	TolOI		UnllMce		TolOI	Untt Price		Total	Unit Pric.e		rotal	un11 ,nce		Toto:I		
s	10.l!S		s-.2.so	s	15.llO	$	750.00	S	17.78	$	669.00	s	11.(X)	S	600.(X)	S	l.3.75	s	637.50		
S	15,000.00	S	15,000.00	S	uoo.oo	s	~A00.00	S	2.089.95	S	2.089.96	S	1.9UI.CX>	S	J..910.(X)	S	1.5A50.00	s	lSASO.OO		
s	2.75	s	11.275.00	S	~ s	9,535.00	S	3.05	s	12.505.00	s	2.50	S	10.250.00	S	2.25	s	9.225.(X)		
																				
s	OAll	s	0.40	S	1.00	s	1.00	S	LlO	S	LlO	s	L(X)	s	1..00	S	0:.4S	S	0.45		
																					
		s	271,lfi0.40			$	431.538.SO			$	173,062.92			s	142.1.&S,00			s	216.S91A5		
																			343,332-00		
s	28.20	5	316404.(X)	S	46.00	S	515.UO.OO	S	37.80	S	424,116.00	S	31.00	S	359.040.00	S	30.f,0	s			
																			.		
s	150.00	5	-	s	.	s		s	-	s		s		s	.	5	.	s			
s	2,600.00	S	23AXJ.o:J	S	2,700.00	S	24,300.00	S	3,146.88	S	2lU21-92	S	2,.300.00	S	20,700.00	S	2,450.00	S	22,050.00		
																			490,SOLSO		
s	1.35.00	S	S24 610.00	S	109.00	S	423.S74.00	S	U 4.17	s	482,524.62	S	S6.00	S	217,616.00	S	126.30	S			
																					
s	2-0.20	s	242..40	S	40.00	S	4Sl).()O	s	233..42	s	2.1!01..0,,	s	18.00	S	216.00	s	31..95	$	383.40		
																		5			
$	J.,450.00	S	4,350.00	$	1.790.00	S	5,370.00	5	U14S.63	S	5.535.89	S	1,250.00	S	3,7SO.OO	S	1,.340.00		• .020.00		
S	10.500.00	S	10.SOO.OO	$	5,823.00	S	5,823.00	S	10,865.7S	s	10,866.7S	S	4,785.00	S	4,785..00	S	8,165.00	S	8.165.00		
s	2.600.00	S	2,.600.00	S	3,665.00	S	3,665.00	s	4,920.14	s	4,920.H	s	2.390.00	$	2,390.00	s	1111S.00	S	2.07S.OO		
																					
S	lS,S00.00	$	19,500.00	$	iS,700.00	S	15,700.00	$	24,112.85	s	14,l1211S	$	14,635.00	S	14,635,00	S	70.765.oo	$	70,765.00		
s	S.000.00	S	25,000.00	$	4,600.00	$	23,000.00	S	5.156.U	S	25,830£,0	$	3,545.00	S	l7.72S.OO	5	4,145.00	S	20.725.00		
s	1.500.00	s	7,500.00	S	700.00	$	3,500.00	S	597.27	S	2,9S6.35	s	638.00	S	3.190,00	S	630.00	S	3,lSO.OO		
s	1,CB0.00	$	1,0.0.00	$	960.00	S	960.00	$	718.lS	$	718.15	s	765.00	S	765.llO	S	812.00	S	812.00		
s	eso.oo	s	5 ,750.00	S	S00.00	S	6.000.00	S	5ll:l,42	s	6,977.0<	$	635.00	S	7,620.00	S	599,00	S	7,188.00		
																					
s	SOS..50	S	7,120.~	S	660.00	S	9.240.00	$	530.15	S	7,422.10	S	S76.00	S	8.06<:.00	S	490.00	S	6,860.00		
s	508.f,0	s	1.017.20	S	640..00	S	USO.DO	S	512.54	$	l.025.08	s	SSS.00	S	1.ll6.00	S	469.00	S	9;8.oo		
																s					
s	SQ&.f,0	s	8646.20	S	625.00	S	lD.625.00	5	505.07	s	8.586,19	s	5S0.00	S	9,350.()(J		459.00	$	7.803.00		
S	15"""00	S		s		s	-	5	.	s		s		s	.	s	.	s			
$	33,500.00	S	33,500.00	$	41.000,00	S	41,000.00	S	40,838.83	s	40,838.83	S	32,350.00	S	32,.350,00	S	~ .875.00	S	SS,875.00		
s	41.70	s	583.80	$	53.lXl	S	74Ull	S	217.57	s	3,,045.98	S	282.00	s	3,548.00	S	61.SO	S	1!80.60		
																					
s	74S.CO	$	745.00	$	1.375.00	S	1,375.00	S	65&31	S	658.81	S	673.00	S	67.3.00	S	654.00	$	6S4JXl		
s	:US.00	S	2SO.OO	S	235.00	S	4 70.00	S	174.BS	S	349.70	$	242.00	S	•84.m	S	170.00	S	.340.00		
																					
		s	992,759.00			s  1,093 ,.,._00			s	1.081.639.04			s	708,417.00			s  1.00, .Ill].so		

Potable Water	s	l.<92.759.00	s	3.117.5,(5.00	s	3.2llll.on.•6	s	3,0.CS,27 1.00  :	s	3.327.136.20		
face Main	s	l,033.73HO	s	1, 123.000AS	s	8>'2.981.06	s	782..47a75	s	1.000.1700		
lrrigotiOn	s	7.150.llO	$	4,700.00	s	12.750.20	s	9.450.lXl	s	7.830.00		
										216,591.A.5		
General	s	271.160..W	$	"31,538..50	s	173.062.92	s	142.165.00	s			
												
lolol -=	s	4.804.804.00	S  4 ,676,614.35	S	4.236.1171. &4	S	J .777..364.75	S	4,551.731.M		
Potable Water Altemaflve	l S	fl':Z.759.00 !	I s	1.073.22c.oo I	! S	l,()8U39.04 !	I s	108,411.00 I	Is 1.041.s11.so I		

Y;\;U.56\>al,e\2156~\biol.<>1>"9<1_W>,,nldo___,,,__u<i_bld_i,l,_201IO?~

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2019-03

RESOLUTION 2019-03					
A RESOLUTION OF THE BOARD OF SUPERVISORS OF			
THE  LAKEWOOD  RANCH  STEWARDSHIP  DISTRICT			
REGARDING   THE	A WARD   OF	A   CONSTRUCTION			
CONTRACT;  PROVIDING  A  SEVERABILITY  CLAUSE;			
AND PROVIDING AN EFFECTIVE DATE.					
WHEREAS, the Lakewood Ranch Stewardship	District (the "District"), is a local unit of		
						
special-purpose government established	pursuant to Chapter 2005-33 8, Laws of Florida to plan,		
construct,  install,  acquire,  finance,  manage and operate public improvements and  community		
facilities for lands within the District; and								
WHEREAS, the District has solicited bids from prequalified contractors interested in		
providing construction services related to the Waterside East-West Transmission Mains project		
(the "Project"); and									
WHEREAS,  the  District has  received  and  evaluated  bids  from  five  (5)  prequalified		
contractors interested in providing those services; and						
WHEREAS, E.T. MacKenzie of Florida, Inc. submitted	a responsive bid with the lowest		
					
bid amount (the "Contractor"); and									
WHEREAS, in the best interest of the District, the Board desires to award a contract to		
the Contractor.									
NOW THEREFORE BE IT RESOLVED  BY THE BOARD			
OF   SUPERVISORS   OF   THE   LAKEWOOD   RANCH			
STEWARDSHIP DISTRICT:							
SECTION 1.  All  of the representations,	findings  and determinations contained within		
				incorporated into		
the recitals stated above are recognized	as true and accurate and are expressly			

this Resolution.									
SECTION 2.  The  bid  submitted	by  the  Contractor  is  the  bid  which best  serves  the		
								
interests of the District.									
SECTION 3.  The Contractor shall be awarded	a contract for construction services for		
						
the Project.									
SECTION 4.  The Chairman and District Staff are hereby authorized	to give notice of		
		of a		
this award to all bidders to the extent required by law and to proceed with the execution			
			
contract with the selected proposer.									

Page

1

of

2

SECTION 5. If any provision of this Resolution is held to be illegal or provisions shall remain in full force and effect.

SECTION 6. This Resolution shall become effective upon its passage in effect unless rescinded or repealed.

invalid, the other

and shall remain

PASSED AND ADOPTED this

12

th

day

of

October,

2018.

ATTEST:	BOARD  OF  SUPERVISORS  OF  THE	
	LAKEWOOD RANCH STEWARDSHIP	
	DISTRICT	

Secretary/ Assistant Secretary	Chai1man/Vice Chairman	

Page 2

of

2

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Bid Award for White Eagle Boulevard, Lakewood Ranch

Phase

Vat

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid Tabulation

()

Stantec

Stantec Consulllng	Services	Inc.	
6900 Professional Parkway	East	
Sarasota	FL  34240-8414			
Tel: (941)	907-6900				
Fax: (941)	907-6910				

September	18, 20	18		
FIie:	215614256	250		

via:

E-Mail

lrex

.leosen@smrranch.com

)

Lakewood Ranch Stewardship

14400 Covenant Way

Lakewood Ranch, FL 34202

Distri

c

t

Attn

:

Mr. Rex Jensen

Chairman of the

Board

Re

ference:

White Eagle Boulevard. Phase V at

Contract Recommendation

Lakewood

Ranch

Dear

Mr. Jensen:

On August 2. 2018, we received pre-qualified firm for the White seeking public bids.

a bid from Woodruff & Sons.		
Eagle Boulevard.	Phase	V		

Inc. a Lakewood Ranch Stewardship District"s		
project. This bid was below the threshold	for		

ed the Bid for $309,533.46.	We have		
Woodruff & Sons, Inc . submitt			tor a		
ve. and we find the Contrac			
and determined that It ls responsi	received.				
project based on the Information					

reviewed the bid package	provided	
cceptable to perform the work on this	

Therefore,

Sons, Inc. f

we recommend tha t Lakewood or the total bid of $309,533.46.

Ranch Stewardship

Dis

trict

award

the

contract

to

Woodruff

&

If

you

have

any

questions

or

co

mments,

please

contact

our

office

.

Sincerely,					
Staniec Consulting Services	Inc.		
~		:~		
	.:p		
District Engineer				
Tel: (941) 907	-6900	fanfec.com		
E-Mail: rolke.kennedv@s			

Robert A. Engel, P.			
Principal			
Tel: (941 ) 907-6900	.com		
E-Mail: rob.enael@staoJec			

C:	Bob Simmons.	LWR Development LLC		
			Development LLC		
	Mike Blackrlck, LWR			
	Roger Aman, LWR Development LLC		
	Kathy Horn, LWR Development LLC		
	Keith Lltzell. PE. Staniec		

D11s1qn

with

community

111

mind

Of/18/201& • JVfGA

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~AS·sCCIATEB	September 21, 2018		
E N Cll NCGFI B ■ BUA IIEY O A B			
Mr. Mike Blackrick, Project M anager	mike.blackrick@lakewoodranch.com		
Lakewood Ranch St ewardship District			
Schroeder - M anat ee Ranch, Inc			
14400 Covenant Way			
La kewood Ra nch, FL 3420			

Subject: Proposal for Roadway Planning, Engineering, Land Surveying, Utility and Permitting Services, School Avenue, Lakewood Ranch, Manatee County, Florida. Sec. 1 and 2, T35S., R19 E., DMK Ref. No. 15-

0270

PROJECT UNDERSTANDING

DMK understands the proposed School Avenue alignment traverses east to w est from Uihlein Parkway to an established w etland adjacent to SR64 where it traverses northward t o intersect the St ate Roa d. Design and constru ction are for approximately 4,300 LF of roadway Inclusive of associated improvements such as necessary water distribution and sanitary co llection/transmiss ion Infrastructure. For budgeting purposes, construction is anticipat ed to t ake approxi mately 9 months from NTP t o completion. The proposed alignment has been master plannedth rough the LWSD and will be adopt ed in its present stat e.

The proposed design is for the construction of four lanes of pavement with closed drainage and a median. Landsca ping of the median will be by othersProp. osed services will include the planning and design of utilities to be installed during roadway co nstruct ion to include an up t o 10'water/fire line and 6" sanitary force main with associated M anatee County lift stat ion. Services include surveying, design, permit assistance, bid support services, limited services during construction and cl oseout services with both Manat ee County, SWFWMD and the FDOT. Se rvices further include an intersection design and permit assistance w ith the FDOT fo r the intersection of t he School Avenue Spur and Stat e Road 64 as well as the Intersection of School Ave. and U ihleln

Parkway.

SCOPE AND FEES

In accordance w ith our M ast er Agreement with the Lakewood Ra nch Stewardship District, dated November 10, 2016 and using the terms, condit ions, rates and standard of care as agreed, we propose to provide the following services for the f ees quoted. These services match the tasks as outlined in your RFP:

Task 1 - Data Acquisition and Background Information. DM K w ill work diligently to obtain necessary background info rmation to establish th e desired course for County and St ate perm itting. Such informat ion is as follows:

1.	Controlling Boundary Survey Information. Foley/Kolarik.

2.	M etes and Bounds descript ion of defined wetlands at proj ect terminals.  Foley/Kolari k.

3.	K-8 School Plans. Schenkel Shultz Architects.

4.	Uihlein Blvd. intersection Design. Waldrop.

S.	Adjacent subdivision designs from Taylor Woodrow. Waldrop.

www.dmkassoc. com

Englewood Office 4315 South Access Road, Englewood, FL 3~224 • Phone (941) 475·6596 · Fax (941) 474-5060

Venice Office 421 commercial Court, Suite c, Venice, FL 34292 • Phone (941) 412-1293 • Fax (941) 412-1043

Mike Blackrick, Project Manager, SMR Lakewood Ranch Stewardship District, School Ave. Design and Permitting September 21, 2018 pg.2

6.	Historic WMD permit applications and final disposition.	SWFWMD.		
					
7.	Water and wastewater master plans. Manatee County or Stantec.			
8.	SR64	Roadway plans within the design area. FOOT Records.			
Deliverables	under this section will include appropriate memoranda and	evidence		
information regarding existing conditions. LUMP SUM FEE: $10,500			

of

meetings

and

Task 2 -

Permit Agency Pre-Application

Meetings.

Using

the

initial drawings supplied

by

LWSD

and

data obtained conference to

during discuss

Task 1, DMK will drainage design

schedule and principals and

attend one (1) SWFWMD preapplication

the basis of design for the roadway drainage.

Based

on

prior conversations,

it

will

be

an

objective

of

this

meeting

to

establish

the

overall

permit

conditions

that

must

be

adhered

to

for construction

of

the

proposed

improvements

within

an

existing

master

permit

approval.

Deliverables:

Memorandum

of

design

basis

as

determined

by

the

regulatory agency.

BUDGET

HOURLY

FEE:

$4,600

Task 3 -Topographic Surveying.  The Owner will supply DMK with		
topographic survey data for the generalized site. This work will be		
consultant using vertical and horizontal	datum consistent with the		
				
and Manatee County.  It is anticipated that additional	survey data		
			
designs and record plats.				

all general boundary and as produced by the Owners requirements of the State of Florida will be required in order to produce

DMK will use in house surveying staff to prepare a right of way survey.	A topographic survey will be		
performed using a combination of leveling, total station and GPS equipment	to prepare a digital terrain		
					
network. From this data DMK will prepare cross section data at 100 ft.	intervals for use in design.  DMK		
will topo existing irrigation ditches and culvert crossings,	as well as other critical areas	as necessary	for		

roadway and drainage design.  DMK will provide necessary wetland cross sections adjacent to	of		
roadways and discharge points.  For the purposes of design, DMK will prepare an intersection right			
way plan suitable for FOOT connection permit application between the proposed roadway and SR64.		
No trees are anticipated to be located.  Other survey data will be secured as	necessary	for a complete		
					
design.  Deliverables:  specific purpose topographic surveys, bench mark information, control sheets		

for

transfer

to

the

design

team.

Manatee

County

Right

of

Way

Map

if

required.

BUDGET

HOURLY

FEE:

$24,000

Task 4- Construction Plans/Final Design.  DMK will design and prepare construction	plans and detail.		
				
The plans will include all necessary drainage, grading plans, drainage piping and stormwater			
management designs and details including Best Management Practices. No provisions for modeling by		
DMK are included.  Construction plans will be prepared in accordance with Manatee County and	DMK		
SWFWMD requirements as necessary.  County and WMD filings may be digital where applicable.			
	to the		
anticipates creation of oversized retention facilities to address additional development adjacent			
right of way.  Deliverables:  Construction plans suitable for Manatee County and SWFWMD.			

Intersection

design

plans

suitable

for FOOT approvals.

Submittal

sets

of plans

up

to

10

sets.

PDF

versions

of all

submitta/s.

LUMP

SUM

FEE:

$96,000

Task 5 - Utility Plans, Water Distribution and Sanitary Transmission. DMK will prepare construction plans and details for a Manatee County water line originating and terminating where instructed by the Owner and County. Utility plans and details will include a single water main and single force main pipeline with sizes specified by the owner in accordance with an approved and accepted master plan. The length of water line is not anticipated to exceed 4,300 If and the length of force main is not anticipated to exceed 2,000 If. DMK will prepare a standard Manatee County Lift Station design for

Mike Blackrick, Project Manager, SMR		
Lakewood Ranch Stewardship District, School Ave. Design and	
September 21, 2018		
pg. 3		
placement adjacent to the proposed K-8	school site on	

Permitting

lands to be

determined

prior

to

completion

of

30% plans.  DMK will assist the	owner		
provision of power and potable	water		

in working with	FPL and Manatee County Utilities for the		
to the lift station site. Deliverables:	Construction plans suitable		

for Manatee County Utilities.

Application packages to

Manatee

County

and

the

FDEP

for dry

water

line and wastewater transmission facilities

inclusive

of

Lift

Station

and

Force

Main

Designs.

Up

to

10

sets

of

drawings

in

support

of

application submittals.

LUMP SUM

FEE:

$18,000

Task 6 -  FDOT Connection Drawings.

DMK will prepare construction

drawings in

a

format

suitable for

printing in

both

"C

size"

24"x36"

and "B size",

ll"x17"

sizes.

The connection

drawings shall

be

suitable

for

the

intersection at School Ave.

spur and

SR64 and shall

include

improvements

to

SR64

where

lane

tapers and acceleration, deceleration lanes conduit for future signalization if required.

are required. DMK anticipates	the possible placement		
			
Deliverables: Connection drawings as needed and		

of

suitable for filing

with

FOOT.

BUDGET

HOURLY

FEE:

$9,800

Task 7 -  FDOT Drainage.

DMK

will

prepare

stormwater

modeling in

accordance

with

FDOT

critical

storm

requirements and

as

required

to

secure a connection and drainage permit.

Deliverables:

FOOT

stormwater calculations and modeling as required for completion

of

permit conditions.

BUDGET

HOURLY

FEE:

$9,800

Task

8-

FDOT Permit Processing.

DMK will

meet

with

FDOTstaffto

determine submittal

requirements and provide supplemental	information as necessary to respond to Requests		
			
Additional Information regarding alignment and drainage.  No provisions for signalization		

for design and

construction are included.

Deliverables: Calculations, notes and information related to intersection

alignment and drainage design.

BUDGET

HOURLY

FEE:

$9,000

Task 9 -  Environmental Services Support.

The

permit

application

and

processing will

be

performed by

the

Owners designated Environmental Consultant.

DMK

will

assist

in

the

submittal process by

providing

necessary

permit

drawings

as

requested

by

the

Consultant.

Drawings shall

be

limited

to

those

necessary

to

make application

to

the SWFWMD and

FDOT.

No

ACOE

permitting

is

anticipated.

Deliverables:

Environmental drawings

in

a form suitable for filing for agency approvals.  Anticipated

drawings will include

wetland delineations

as prepared by consultant

in

8.5"x11" format.

LUMP

SUM

FEE:

$4,000

Task 10	- Bid Document Assistance.	DMK will prepare bid quantities in spreadsheet format.  Using		
						Average end area method		
DTM information provided by survey,	DMK will provide a cut/fill analysis.			
						
			Upon approval of the final plans, the engineer	will provide		
may be	used at the engineer'sdiscretion.				
					
one (1) opinion of probable cost within	the bid quantities tabulation sheet.  DMK will attend one (1)		
pre-bid meeting and prepare responses	for up to four (4) Requests for Information to all bidders		
					will prepare all		
through	an organized bidding process.	It	is understood that the LRSD Engineers			
					the assistance		
advertisements, bid documents, technical and general specifications	for the project with			
						
of DMK.	As Engineer of Record, DMK	will request the right to review all documentation prior to		
issuance of a contract Notice to Proceed	(NTP).  Deliverables: Bid Quantities, Opinion of Probable		

Cost,

responses to

RF/

for bidders, specifications review.

LUMP SUM

FEE:

$22,000

Task 11- Project Expenses. Project expenses will be invoiced purposes of budgeting, a set amount has been established by request. BUDGET EXPENSE FEE: $5,000

on a time and materials basis.  For	the		
the Owner.  Deliverables: receipts	upon		

Mike Blackrick, Project Manager, SMR

Lakewood Ranch Stewardship District, School Ave. Design and Permitting

September 21, 2018

pg. 4

Task 12 - Miscellaneous Sketch and Descriptions.

DMK survey

staff

will

provide all necessary sketch

and descriptions.

For

the

purposes

of

budgeting,

a set

amount

has

been established

by

the

Owner.

Deliverables:

survey sketches

and

descriptions

as

needed.

BUDGET HOURLY

FEE:

$9,800

Task 13 -	Meetings.  DMK will attend	
	County	
construction plans with Manatee	

all

necessary meetings for necessary	approvals ofthe		
			
Public Works Department, FDEP,	SWFWMD and FOOT.		

DMK

will

meet

with

other

consultants

associated

with

adjacent

projects

for

the

purposes

of

coordination

of

design.

Meeting numbers, dates and times shall

be

budgeted

at $1,000 each

with

an

estimated

number

of

10

throughout

the

project design. Deliverables:

Meeting

Minutes with purpose, scope

attendees

and

date.

BUDGET HOURLY

FEE:

$10,500

Task

14

-Traffic

Analysis Review.

As

required,

the

Owner

will

provide

a

traffic

analysis

as

prepared by

others.  Details of the traffic analysis will be provided to	DMK in a timely manner for inclusion		
design concepts prior to finalization of intersection designs involving	tapers, acceleration and		

in

the

deceleration lane designs.

There

is

no

work

proposed under this section, requiring only plans

coordination

with

the

Owners Consultant.  Deliverables:

Memorandum

as

necessary.  BUDGET

HOURLY

FEE:

$1,500

		Processing.		estimatedtimeof submittal	at	the		
Task 15 - Construction Plan Permit		At the appropriate					
									
60 percent plan completion phase, DMK will prepare appropriate sections of necessary permits with		
Manatee County, FDEP, USACOE and the SWFWMD. The Owner will pay all submittal fees and sign as		
Applicant in a timely manner.	DMK will prepare all supplemental	information as necessary to seek			
							
						Information.				
construction plan approval and respond	to up to three (3) Requests for Additional					

Deliverables:

Permit

application forms,

supporting information submittals to

Manatee

County,

FDEP,

and

SWFWMD.

All environmental consulting

work

shall

be

performed

by others

with

the exception

of

support sketches

as

outlined

in

Task 6.

BUDGET HOURLY

FEE:

$11,500

Task 16 -	Stormwater Pollution Prevention Plan (SWPPP).	

DMK

will

assist

the

Owner in applying for a

SWPPP

application

in

accordance

with

State requirements

for

a roadway construction project.

Deliverable:

SWPPP Application

with

support information

for

Owner execution.   BUDGET HOURLY

FEE:

$4,500

Task 17 -	Landscape and Irrigation	Plan Coordination.	DMK will provide coordination services to the		
						will include assistance with	base		
Owners Landscape and Irrigation Designer. Coordination services				
					
plans as necessary. Services will be	limited to coordination only.  No design work or plans preparation		
is proposed herein.  Deliverables:	Support services.  BUDGET HOURLY	FEE:  $1,000			

Task 18 -	Street Lighting Plan Coordination.	DMK will	provide coordination services to the Owners		
				with base plans as necessary.	Services		
Lighting Designer.  Coordination services will include assistance				

will be limited to coordination only.  No design work or plans preparation is proposed herein.			

Deliverables: Support services.

BUDGET

HOURLY

FEE:

$1,000

Task 19 - Geotechnical Review.	DMK will review geotechnical	reports provided by the Owners		
						
					School Ave. design		
Consultant.  DMK will provide	comments on	the report as it relates to specific			
					
			comment and coordination only.  No geotechnical		
elements. Services will be limited to review,			
			Review, comment and coordination		
exploration or design services	are proposed herein. Deliverables:			

services.

BUDGET HOURLY

FEE:

$1,000

Mike Blackrick, Project Manager, SMR																	
Lakewood Ranch Stewardship District, School Ave. Design and Permitting											
September 21, 2018																	
pg.	5																	
	Task 20- Construction Phase Services.	DMK will provide services during	the construction period to		
	begin at completion of the design and permitting phase and formally begin upon the solicitation	for		
				
	bids.  DMK will provide weekly observations of the construction site	to	assess conformance with the		
	plans and record percent completion	of each pay item.  It is understood that there will be one	(1)		
									services.	DMK	will		
	construction contract with one (1) general	contractor performing construction					
									
					separate	shop drawing		
	attend one (1) pre construction meeting.  DMK will review up to three (3)				
								
	submittals including drawings	and details to determine conformance with the	construction drawings.		
														review test		
	DMK will review the contractors pay request and provide input to the Owner.  DMK will			
	and lab reports for conformance	with the technical specifications.  DMK will review the Contractors		
							anticipated to	supply Registered		
	record drawings which are to	be	updated weekly. The contractor is				
	Land Survey Certified Record Drawings	at completion of the work. Survey work will be at the				
						two	(2) assessments	of		
	Contractors expense.  Upon substantial	completion, DMK will make up	to					
									
							final, Engineers, record		
	substantial and final completion	on behalf	of the Owner.  DMK will prepare			
											
								will be	prepared for Manatee		
	drawings based upon the Contractors	approved submittals.  Submittals				
												
					a single contract with single			
	County Public Works.  For the purposes	of	this proposal, this will be				
				Submittals for pay are anticipated		
	Contractor pay requests submitted	over a period of up to 6 months.			
													
								weekly observation	reports,		
	to be monthly.  Deliverables:	Meeting	minutes, observation summaries,				

EOR

consolidation

of

record

drawings

and

submittals

for final

acceptance.

BUDGET

HOURLY

FEE:

$40,000

SUMMARY

TASK 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

DESCRIPTION		
Data Acquisition and Background	Information.		
			
Permit Agency Pre-Application Meetings.		
Topographic Surveying.				
Construction Plans/Final Design.				
Utility Plans, Water Distribution	and Sanitary Transmission.		
				
FOOT Connection Drawings.				
FDOT Drainage.				
FDOT Permit Processing.				
Environmental Services Support.				
Bid documents.				
Project Expenses.				
Miscellaneous Sketch and Descriptions.		
Meetings.				
Traffic Analysis Review.				
Construction Plan Permit Processing.		
Stormwater Pollution Prevention	Plan (SWPPP).		
			
Landscape and Irrigation Plan Coordination.		
Street Lighting Plan Coordination.		
Geotechnical Review.				
Construction Phase Services.				
ADDITIONAL SERVICES ON REQUEST		

BUDGET FEE $10,500 $4,600 $24,000 $96,000 $18,000 $9,800 $9,800 $9,000 $4,000 $22,000 $5,000 $9,800 $10,500 $1,500 $11,500 $4,500 $1,000 $1,000 $1,000 $40,000 TBD

TOTAL

$293,500

Mike Blackrick, Project Manager, SMR

Lakewood Ranch Stewardship District, School Ave. Design and Permitting September 21, 2018
pg. 6

The fees quoted for each individual task have been estimated. Should the Lump Sum or Time and M aterials method be used to assess progress and percentage of completion, DMK reserves th e right to move, adjust or shift budgeted funds from one Task to another as necessary to co mplete all tasks within the overall project

budget.

This fee ls for t he work specifica lly described above. No other tasks are proposed. Should Task deliverables require revlsions, additions or modifications, DM K will recommend necessary associated changes within the scope and fee and request approvals accordingly, A provision has been made for additional services as may be requested from time to time.

The Scope of Services as described in each Task shall be referred to as "Basic Services." Shou ld "Additional Services" be requested or required, DM K Associat es will seek au thorization prior to incurring charges.

Fees proposed have been established from hou rly rates as agreed upon w ithin DMK'sMaster Agreement with the Lakewood Ra nch Stewardship District. Should this proposa l be acceptable and approved with respect to the Basic Services, Deliverables and Fees as proposed, we anticipate that a work authorization will be prepared by the District t o work within th e M aster Agreement.

We look forward to working with the Lakewood Ra nch Stewardship District Engineers and Management Staff on this important School Avenue project for growth of the Lakewood Ranch Community.

Respectfully Submitted,

DMK ASSOCIATES, INC.

President

Attachments:
1.	DMK Master Agreement with t he Lakewood Ranch Steward ship District dated November 10,

2015

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Draw Requests (provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Compilation Report

CuJTent Assets Cash-Operating Account Due from Land Owner Utilities Deposits

Total Assets

	Lakewood Ranch Stewardship District			
Statements of Assets, Liabilities and Fund Balances - Cash Basis		
		August 31,	2018			
	Current Month	Prior Month	Variance		
		ASSETS			
$	21,680	$	15,566	6,114		
				(200,000)		
	315,890		515,890			
	700		100	600		
$	338,270	$	531,556	(193,286)		

CuJTent Liabilities	
Accounts Payable	
Total CmTent Liabilities	
Fund Balance		
Retained Eamings - Prior Year	
Surplus (Deficit) for the Period	
Total Fund Balance	
LiabilitiesTotal	& Fund Balance	

$

$

LIABILITIES AND FUND BALANCES			
306,426	$	513,847	(207,421)		
					
306,426		513,847	(207,421)		
17,715		17,714	1		
14,129		(5)	14,134		
31,844		17,709	14,135		
338,270	$	531,556	(193,286)		

Page1of6
No assurance is provided on these financial statements.

Lakewood Ranch Stewardship District	
Statements of Revenues, Expenditures	and Fund Balances - Cash Basis	
For the Eleven Months Ended August 31, 2018	

Full Year	
Dudget	
	SOURCES OF FUNDS	
152,146	Assessments - NE	
1,080,788	Assessments - Northwest	
1,077,892	Assessments - Southeast	
41,428	Assessments - Sarasota	
402,096	Land Owner Contribution - NE	
219,497   Land Owner Contributions - NW	
276,042	Land Owner Contributions - SE	
565,252	Land Owner Contribution-SRQ	
3,815,141	Total - Sources of Funds	

$

Current		
Actual		
0	$	
0		
33		
0		
0		
0		
0		
500,000		
500,033		

Current

Dudget

12,679 90,066 89,824 3,452 33,508 18,291 23,004 47,104

317,928

Current		Y-T-D		Y-T-D	
Variance		Actual		Budget	
(12,679)	$	225,457	$	139,467	
(90,066)		1,425,942		990,722	
(89,791)		709,813		988,068	
(3,452)		39,939		37,976	
(33,508)		313,384		368,588	
(18,291)		264,623		201,206	
(23,004)		304,827		253,039	
452,896		511,716		518,148	
182,105		3,795,701		3,497,214	

Y-T-D

Variance

85,990 435,220 (278,255) 1,963 (55,204) 63,417 51,788 (6,432)

298,487

	USES OF FUNDS							
	GENERAL	AND ADMINISTRATIVE	0	0	0	7,500	8,240		
8,240	Insurance								
			246	1,288	1,042	12,477	14,163		
15,450	Meeting Advertising							
		3,947	5,833	1,886	53,403	64,167		
70,000	Engineering								
			0	2,500	2,500	0	27,500		
30,000	Bond Agent Fees								
			6,866	8,333	1,467	57,275	91,667		
100,000	Legal Fees								
			1,690	2,667	977	18,555	29,333		
32,000	Accounting								
			0	0	0	111,500	139,000		
139,000   Lien Book and Tax Roll							
	0	1,417	1,417	10,000	15,583		
17,000	Annual Audit								
			(2,335)	8,333	10,668	59,061	91,667		
100,000	Trustee								
			98,218	7,083	(91,135)	209,673	77,917		
85,000	Manager								
			0	125	125	0	1,375		
1,500	Postage								
						208	1,375		
			0	125	125				
1,500SuppliesOffice								
					0	3,493		
		0	318	318				
3,810	Other Current Charges							
500	Dues, Licenses & Subscritions	0	42	42	175	458		

604,000	Total General & Administrative	108,632	38,064	(70,568)	539,827	565,938		

740 1,686 10,764 27,500 34,392 10,778 27,500 5,583 32,606 (131,756) 1,375 1,167 3,493 283

26,111

	MAINTENANCE		
125,000	Maintenance Management Fee		
79,200	General &	Park Maintenance		
1,923,956Landscape Contracted	& Irrigation	
573,503	Non-Contracted Landscape &	Irrig	
302,846	Irrigation for Master Laudscaping	
102,300	Environmental		
5,936	Utilities			
98,400	Other Maintenance		
3,211,141	Total - Maintenance		

10,416	10,417	
17,973	6,600	
227,044	160,333	
51,500	47,791	
38,741	25,238	
13,898	8,526	
7,486	494	
10,210	8,201	
377,268	267,600	

1 (I 1,373) (66,711) (3,709) (13,503) (5,372) (6,992) (2,009)

(109,668)

114,576	114,583	
129,805	72,600	
1,607,090	1,763,632	
521,288	525,712	
641,964	277,609	
102,808	93,774	
43,514	5,442	
80,700	90,199	
3,241,745	2,943,551	

7 (57,205) 156,542 4,424 (364,355) (9,034) (38,072) 9,499

(298,194)

3,815,141	Total Uses of Funds		485,900		305,664	(180,236)		3,781,572		3,509,489		
												
0	Surplus (Deficit) for the Period	$	14,133	$	12,264	1,869	$	14,129	$	(12,275)		

(272,083)

26,404

No

assurance

is

Page

provided on these financial statements.

2

of6

	Lakewood Ranch Stewardship District				
	Statements of Revenues, Expenditures,	and Fund Balances - Cash Basis			
						
		NORTHEAST SECTOR				
	For the Eleven Months Ended August 31, 2018				
Full Year	Current	Current	Current	Y-T-D	Y-T-D		
	Actual	Budget	Varin nee	Actual	Budget		
Budget							

Y-T-D

Variance

	MASTER LANDSCAPING	& IRRIGATION REPAIRS CONTRACTS		
25,481	Post Blvd & SR70 Intersection		$	2,I38	$	2,124		
17,543   59th Ave-Lorraine to	Post Blvd			628		1,462		
				0		500		
6,005	NE SR70	& Lorraine	Rd Intersec							
						6,762		3,958		
47,500	Uihlein Road								
					100		0		
0	Lakebank and Swale Mowing							
25,000	Lorraine Comers				7,665		2,083		
									
121,529	Total					17,293		10,127		
	NON CONTRACTED LANDSCAPING & IRRIGATION	REPAIRS		
Repairs15,000	Irrigation	- NE			0		1,250		
					0		833		
10,000-	Plant Replacement  NE							
7,500	Mulching - NE				1,280		625		
5,500	Tree Trimming				0		458		
									
38,000	Total					1,280		3,166		
										
	IRRIGATION FOR MASTER	LANDSCAPING		739		
8,868	Irrigation-Mthly. Meter Charge			718				
12,000	Irrigation - Utilization - NE			1,179		1,000		
20,868	Total					1,897		1,739		
	ENVIRONMENTAL						1,333		
16,000	Lake maint.-lakes outside comm			1,000				
800	Mitigation monitor. & maint-NE			0		67		
1,500	Littoral Shelf Plantings - NE			0		125		
8,000	Conservation areas - NE			0		667		
								
26,300	Total					1,000		2,192		
	UTILITIES				0		8		
100	Manatee	Co. Utilities								
1,236	Peace River Utilities				80		103		
1,336	Total					80		II I		
										
	OTHER MAINTENANCE			1,178		500		
6,000	Drainage	Maintenance - NE							
					150		833		
10,000   Sanitary Sewer - NE								
				0		200		
2,400	Hardscapes - NE								
					0		0		
0	Signs-NE								
1,200	Miscellaneous Maintenance - NE			0		100		
								
19,600	Total					1,328		1,633		
227,633	TOTAL	NORTHEAST SECTO	$	22,878	$	18,968		

(14)	$	
834		
500		
(2,804)		
(100)		
(5,582)		
(7,166)		
1,250		
833		
(655)		
458		
1,886		
21		
(179)		
(158)		
333		
67		
125		
667		
1,192		
8		
23		
31		
(678)		
683		
200		
0		
100		
305		
(3,910)	$	

23,772 12,725 4,372 24,312 l,IOO 25,283

91,564

0 2,728 9,650 966

13,344

8,377 19,740

28,117

11,000 0 0 5,835

16,835

0 829

829

10,018 1,650 3,129 2,432 0

17,229 167,918

$

$

23,359 16,081 5,505 43,542 0 22,917

111,404

13,750 9,167 6,875 5,042

34,834

8,129 11,000

19,129

I4,667 733 1,375 7,333

24,108

92 1,133

1,225

5,500 9,167 2,200 0 1,100

17,967 208,667

(413) 3,356 1,133 19,230 (1,100) (2,366)

I9,840

13,750 6,439 (2,775) 4,076

21,490

(248) (8,740)

(8,988)

3,667 733 1,375 1,498

7,273

92 304

396

(4,518) 7,5I7 (929) (2,432) 1,100

738 40,749

No

assurance

is

Page

provided on these financial statements.

3

of6

Lakewood Ranch Stewardship District		
Statements of Revenues, Expenditures,	and Fund Balances - Cash Basis		
			
NORTHWEST SECTOR		
For the Eleven Months Ended August 31, 2018		

Full Yenr	Current	Current		
	Aetna!	Budget		
Budget				

Current	Y-T-D	
Variance	Actual	

Y-T-D

Budget

Y-T-D

Variance

23,694 27,093 37,136 18,120 34,089 12,978 10,296 15,450 9,072 43,436 81,605 47,380 164,800 0 5,974 53,560 51,500 36,050 31,386 0 0

MASTER LANDSCAPING	&	
WhiteEagle - SR70 to Rangeland		
Rangeland- L WRBlvd to WhiteEag	
Kent Lake & Lake Bank Maint		
Malachite Rd from L WRB to Pope		
44th- LWR Blvd To WhiteEagle		
Malachite - L WR Blvd to White		
WhiteEagle -Rangeland to 44th		
Lake Bank mowing		
Rangeland-WhiteEagle to Esplan		
SR 70 & L WR BL VD entrance		
Future Roads		
White Eagle/lvlalachite to 44th		
White Eagle/44th to Gatewood		
White Eagle/Gatewood to SR64		
Silver Palm Blvd		
Wood Fem Trail		
Gatewood Drive		
44th Ave/White Eagle to Indigo		
44th Ave from Indigo to Lorr		
Silver Falls		
I 17th Street		

IRRIGATION REPAIRS CONTRACTS	
$	2,300	$	1,975	
	2,834		2,258	
	3,005		3,095	
	1,466		1,510	
	3,507		2,841	
	1,258		1,082	
	997		858	
	1,250		1,288	
	5,194		756	
	3,899		3,620	
	7,326		6,800	
	3,436		3,948	
	40,420		13,733	
	0		0	
	620		498	
	4,159		4,463	
	12,122		4,292	
	9,0I2		3,004	
	3,45I		2,616	
	1,391		0	
	14,434		0	

(325)	$	25,084	$	
(576)		32,208		
90		33,055		
44		16,126		
(666)		37,826		
(176)		13,836		
(139)		14,624		
38		13,750		
(4,438)		35,182		
(279)		43,058		
(526)		80,420		
512		35,603		
(26,687)		148,633		
0		720		
(122)		6,818		
304		49,947		
(7,830)		44,448		
(6,008)		38,311		
(835)		7,385		
(1,391)		11,131		
(14,434)		22,052		

21,720 24,835 34,041 16,610 31,248 11,897 9,438 14,163 8,316 39,816 74,805 43,432 151,067 0 5,476 49,097 47,208 33,046 28,771 0 0

(3,364) (7,373) 986 484 (6,578) (1,939) (5,186) 413 (26,866) (3,242) (5,615) 7,829 2,434 (720) (1,342) (850) 2,760 (5,265) 21,386 (11,131) (22,052)

703,619	Total		122,081			58,637		
	NON CONTRACTED LANDSCAPING & IRRIGATION	REPAIRS		
55,000	Irrigation Repairs - NW		3,307			4,583		
40,000	Plant Replacement - NW		5,335			3,333		
			0			5,172		
62,062	Mulching - NW							
			0			6,333		
76,000	Tree Trimming							
								
233,062	Total		8,642			19,421		
								
	IRRIGATION FOR MASTER LANDSCAPING			718		
8,610	Irrigation-Mthly Meter Charge		718					
50,000   Irrigation - Utilization - NW		15,703			4,167		
							
58,610	Total		16,421			4,885		
								
	ENVIRONMENTAL		2,596			2,167		
26,000	Lake maint.-lakes outside comm							
32,000	Conservation areas - NW		9,127			2,667		
								
58,000	Total		11,723			4,834		
								
	UTILITIES		28			100		
1,200	FPL-NW							
			1,148			167		
2,000	Peace River Utilities							
								
3,200	Total		1,176			267		
								
	OTHER MAINTENANCE		832			1,167		
14,000	Drainage Maintenance - NW							
			0			0		
0	Storm Clean-Up - NW							
			0			83		
1,000   Sanitary Sewer - NW							
		3,881			500		
6,000	Hardscapes - NW							
0	Signs-NW		0			0		
1,200	Miscellaneous Maintenance - NW		0			100		
22,200	Total		4,713			1,850		
								
1,078,691	TOTAL NORTHWEST SECTOR	$	164,756	$	89,894		

(63,444)	710,217	
1,276	37,814	
(2,002)	26,692	
5,172	99,883	
6,333	53,147	
10,779	217,536	
0	8,620	
(11,536)	265,079	
(I 1,536)	273,699	

(429)	23,556

(6,460)	47,132	
(6,889)	70,688	
72	589	

(981)	16,416

(909)	17,005

335		9,152		
0		10,498		
83		0		
(3,381)		18,659		
0		3,339		
100		575		
(2,863)		42,223		
(74,862)	$	1,331,368	$	

644,986

50,417 36,667 56,890 69,667

213,641

7,893 45,833

53,726

23,833 29,333

53,166

1,100 1,833

2,933

12,833 0 917 5,500 0 1,100

20,350

988,802

(65,231)

12,603 9,975 (42,993) 16,520

(3,895)

(727) (219,246)

(219,973)

277 (17,799)

(17,522)

511 (14,583)

(14,072)

3,681 (10,498) 917 (13,159) (3,339) 525

(21,873)

(342,566)

No

assurance

is

Page 4 of 6 provided on these financial statements.

	Lakewood Ranch Stewardship District				
	Statements of Revenues, Expenditures, and Fund Balances - Cash Basis			
		SARASOTA SECTOR				
	For the Eleven Months Ending August 31, 2018			
Full Year	Current	Current	Current	Y-T-D	Y-T-D		
					Budget		
Budget	Actual	Budget	Variance	Actual			

Y-T-D

Variance

	MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS		
216,497	Deer Drive	$	16,919	$	18,041		
172,580	Lorraine Road; University Pkwy		14,042		14,382		
			9,877		12,642		
151,700	L WR Blvd; Comm Blvd to Deer Dr						
0	Lorraine Rd;South Boundary		3,427		0		
540,777	Total		44,265		45,065		
	NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS		
20,000	Irrigation Repairs - SRQ		2,108		1,667		
15,000	Plant Replacement - SRQ		5,070		1,250		
32,450	Mulching-SRQ		0		2,704		
33,991	Tree Trimming		0		2,833		
							
101,441	Total		7,178		8,454		
	IRRIGATION FOR MASTER LANDSCAPING		739		
8,868	Irrigation-Mthly Meter Charge		718				
24,000	Irrigation - Utilization - SRQ		2,304		2,000		
32,868	Total		3,022		2,739		
	ENVIRONMENTAL				417		
5,000	Lake maint.-1akes outside comm		1,175				
5,000	Conservation areas - SRQ		0		417		
10,000	Total		1,175		834		
	UTILITIES		6,194		33		
400	FPL-SRQ						
400	Total		6,194		33		
							
	OTHER MAINTENANCE		0		1,000		
12,000	Drainage Maintenance - SRQ						
6,000	Hardscapes - SRQ		1,309		500		
2,000	Miscellaneous Maintenance - SR		0		167		
20,000	Total		1,309		1,667		
705,486	TOTAL SARASOTA SECTOR	$	63,143	$	58,792		

1,122 340 2,765 (3,427)

800

(441) (3,820) 2,704 2,833

1,276

21 (304)

(283)

(758) 417

(341)

(6,161) (6,161)

l,000 (809) 167

358

(4,351)

$

$

121,623 159,976 101,028 37,696

420,323

3,125 19,960 24,195 1,140

48,420

7,902 38,568

46,470

11,200 0

11,200

25,301 25,301

0 1,309 125

1,434 553,148

$

$

198,456 158,198 139,058 0

495,712

18,333 13,750 29,746 31,158

92,987

8,129 22,000

30,129

4,583 4,583

9,166

367 367

ll,000 5,500 1,833

18,333

646,694

76,833 (1,778) 38,030 (37,696)

75,389

15,208 (6,210) 5,551 30,018

44,567

227 (16,568)

(16,341)

(6,617) 4,583

(2,034)

(24,934) (24,934)

11,000 4,191 1,708

16,899 93,546

Page No assurance is provided on these financial statements.

5

of6

	Lakewood Ranch Stewardship District			
	Statements of Revenues, Expenditures, and Fund Balances - Cash Basis			
		SOUTHEAST SECTOR				
	For the Eleven Months Ended August 31,	2018			
Full Year	Current	Current	Current	Y-T-D	Y-T-D		
					Budget		
Budget	Actual	Budget	Variance	Actual			

Y-T-D

Variance

	MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS		
120,000	U Pkwy /Lorraine to Concession	$	4,750	$	10,000		
196,573	The Masters Ave. Extension		19,804		16,381		
			8,750		9,013		
108,150	Lorraine Rd.- East Side						
20,173	CDD allocation/UP & Lorraine		0		1,681		
			0		4,159		
49,907	Boumside Blvd Masters to SR70						
12,978	Covenant Way		1,050		1,082		
			9,051		4,188		
50,250	Masters Ave from Players Dr						
558,03 I	Total		43,405		46,504		
	NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS		
45,000	Irrigation Repairs - SE		12,085		3,750		
90,000	Plant Replacement - SE		22,315		7,500		
46,000	Mulching - SE		0		3,833		
20,000	Tree Trimrniug		0		1,667		
							
201,000	Total		34,400		16,750		
	IRRIGATION FOR MASTER LANDSCAPING		875		
10,500	Irrigation-Mthly Meter Charge		718				
180,000	Irrigation - Utilization - SE		16,683		15,000		
190,500	Total		17,401		15,875		
	ENVIRONMENTAL				333		
4,000	Lake rnaint.-lakes outside comm		0				
4,000	Conservation areas - SE		0		333		
							
8,000	Total		0		666		
	UTILITIES		36		83		
1,000	FPL - SE						
							
1,000	Total		36		83		
							
	OTHER MAINTENANCE		0		167		
2,000	Roads and sidewalks - SE						
20,000	Drainage Maintenance - SE		1,575		1,667		
0	Stom1 Clean-Up - SE		0		0		
5,000	Sanitary Sewer - SE		0		417		
8,000	Hardscapes - SE		1,285		667		
1,200	Miscellaneous Maintenance - SE		0		100		
400	Telephone-Irrigation, Sewer-SE		0		33		
36,600	Total		2,860		3,051		
995,131	TOTAL SOUTHEAST SECTOR	$	98,102	$	82,929		

5,250 (3,423) 263 1,681 4,159 32 (4,863)

3,099

(8,335) (14,815) 3,833 1,667

(17,650)

157 (1,683)

(1,526)

333 333

666

47

47

167 92 0 417 (618) 100 33

191

(15,173)

$

$

62,775 187,454 96,250 17,906 0 11,550 9,051

384,986

52,416 137,171 44,969 7,432

241,988

8,620 285,058

293,678

0 4,085

4,085

379 379

0 8,375 2,145 0 9,294 0 0

19,814

944,930

$

$

110,000 180,192 99,138 18,492 45,748 11,897 46,063

511,530

41,250 82,500 42,167 18,333

184,250

9,625 165,000

174,625

3,667 3,667

7,334

917

917

1,833 18,333 0 4,583 7,333 1,100 367

33,549

912,205

47,225 (7,262) 2,888 586 45,748 347 37,012

126,544

(11,166) (54,671) (2,802) 10,901

(57,738)

1,005 (120,058)

(I 19,053)

3,667 (418)

3,249

538

538

1,833 9,958 (2,145) 4,583 (1,961) 1,100 367

13,735

(32,725)

Page

6

of6

No assurance is provided on these financial statements.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Specific Authorization No. 104

Stantec

General District Engineering Services

(Fiscal Year 2018-2019)

(}

Stantec

Stantec Consultlng Services Inc.	
6900 Professional Parkway Eos1	
Sarasota	FL 34240-84 14	
Tel: (941)	907-6900	
Fax: (941) 907-6910	

Septe

mber

11

.20 18

Via: Hand Delivery and E-Ma

(rex,!ensen@smrronch.com

il l

Lakewood Ranc h Stewardship Distric t

14400 Covenant Woy

Lakewood Ranch. FL 34202

Attn:

Mr. Re>< Jensen

Chairman

Reference:

Specific

General

Authorization No. 104

District Engineering Services

(fiscal

Year 2018-2019)

Dear Mr. Jensen:

Enclosed is Exhibit approved by the budge1s. assisting

A 104 tor services described above. These ore general services (funding previosu ly		
Boord) such as preporalion for and a ttending Board meetings, review projed		
in preparation of District proced ures. and other services d eemed necessary	by		

the Board.

Shou

ld

you

have

any

ques

tions

regarding

th

is

ma

tt

er,

pl

ease

co

ntact

our

o

ffi

ce.

Sincerely,

Stantec Consulting Services Inc.
M~i.h		
District	Engineer			
Tel: (941)	907-6900	com		
E-Mail: mlko.konnedy@s1ao1ec			

t.!:!f
Senor Project Manager
Tel: (941 I 907-6900
E-Mail: rob,enge1@stao1ec.com

Enclosure

C:

Anthony Chiofolo,

Dr. Henry Fishklnd,

Schroed er-Manatee Ranch, Pl ID, Fishkind & Associates

Inc

.

0d,ldn with comrnu11lly In mint.I			
09/11/2016 , JVEGA	IOI \1Mo1od\psoma llan\p(o.J•f~Mat,jwr-, lwrdmp,dl1L,n,	1O(.gon-ong,1vci.18-19		
Vi\2156\ac llvQ\215610				

rn ot..10100?1

I

,doc•

Exhibit A 104 to General Provisions

At tached to Agreement for Services
Be tween Owner and Ehglneer
Doted September 29, 2005

Specific Authorization No. 104

General District Engineering Services

(Flscal Year 2018-2019)

Further Desc ripiion of Basic Engineering Services and Related Ma1ters:

l . This Is an exhibit attached to and made a part of the General Provisions attac hed to Agreement made on September 29, 2005, b etween Lakewood Rcmch Stewardship District and Stantec Consulting Services Inc. (Engineer}, providing for professional services. The Basic Services of Engineer as desc ribed in Section l of said General Provisions are amended or supplem ented os indicated below.

2.	Engineer shall:

a.	Prepare for a nd a ttend Board meetings.

b .    Assist In preparation o f Dis trict procedures as directed by the Board.

	c.Perform additional services as requested by the Boord.

3.	Fee Summary

a.    Engineering (T/M/E)	$ 75,000		

*	Time and Material (T/M) estimates are based upon post experience but the actual fee may be more or less due to factors outside of Stantec'scontrol.

Unless otherwise specified, c harges for SERVICES are based on Stante.c'shourly billing rote table ("Rate Table"), a ttached l1ereto. The Rote Table is subject to escala tion from time to time. At a minimum, effective each January l during 1he term of this Agreement, Stantec's c harges for SERVICES shall escala te by either (a) the most current Consumer Price Index year over year percen tage increase, no t seasonally adjusted, for the preceding July, all items, as published by Sta tistics Canada (for Projects in Canada) plus 1.0%, or (b) the mos1 current Consumer Price Index tor All Urban Consumers (CPI-U) year over year percentage increase. not seasonally adjusted. for the preceding July, as published by the U.S. Bureau of Labor Sta tistics p lus 1.0% (for a ll other projects) .

Accepted this ____ day of _________,,  20 18.

Mr. Rex Jensen, C hairman

Lakewood Ranch Stewardship District 14400 Covenant Woy
Lakewood r~anc h, FL 34202

D1;s1gri with commur,lly Ir, ,nilld

0?/1112018 • JVEG/1
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~ Stantec

SCHEDULE OF FEES

Effective November 1, 2017

Staff Level	Rate	
Level 3	$  90.00	
Level4	$ 100.00	
Level s	$110.00	
Level 6	$1 15.00	
Level l	$ 120.00	
Level 8	$ 130.00	
Level 9	$ 135.00	
Level 10	$ 140.00	
Level 11	$ 150.00	
Level 12	$601   .00	
Level 13	$ 170.00	
Level 14	$ 180.00	
Level 15	$ 190.00	
Level 16	$ 212.00	
Level 17	$ 2 15.00	
Level 18	$ 225.00	
Level 19	$ 235.00	
Level 20	$ 245.00	
Level 21	$ 260.00	
l Person Fi eld Crew	$  95.00	
2 Person Field Crew	$ 125.00	
3 Person Field Crew	$ 155.00	
4 Person Field C rew	$ 175.00	

BC 2156 Only

Unit billings, such as printing and survey malerlals, will be b illed at standard rates. All other out-of-pocket expenses w ill be billed 01 cost + 15%.

l:\blll1no.JovGi.fnlo1\Sc.hwdUlo ol f OBJ-!l0 18.,215Ul'J10dillud..,201/ I IOl .docx

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Specific Authorization	No. 105		
			
Stantec			
Services Associates with Lakewood Ranch		
Stewardship District		
Waterside Village Signage		

	Staniec Consulllng Services Inc.		
	6900 Professional Parkway Eos1		
	Sarasota FL  34240-84 14		
Stantec	Tel: 194 1) 907-6900		
	Fax: (941) 907-69 10		

September 25, 20 18
Vid: Ha'nd Delivery and E-Mall

(rex.lensen@smrranch.com)

Lakewood Ranc h Stewardship District

14400 Covenant Way Lakewood Ranc h, FL 34202

Attn:   Mr. Rex Jensen, Chairman

Reference:  Speclllc Authorization No. 105
Services Associated with Lakewood Ranch Stewardship District

Waterside Village Slgnage

Dear Mr. Jensen:

Enclosed is Exhibit A I 05 for services to p rovide services for Lakewood Ranch Waterside Master Slgnage Pla n Projec1.

This Specific Authorization (SA) Includes plan review and County Agreement coordina tion for the Project.

Should you have any questions regarding this matter. p lease contac1 our office.

Sincerely,

stantec Consulting Services Inc.
e.:~	·1s!opher A Wilhoit. P.E.		
			
Principal	enor P.rlnc,lpal		
Tel: (941 ) 907-6900	Tel: (94 1I 907-6900		
E-Mail: rob enge1@st0o1ac.com	E-Mail: krls,wUhoU®s tantec.c;pm		

Enclosure

C:	Bob Simons. LWR Development. LLC Roger Aman, LWR Development, LLC

Desnig  with community In mind
0911.5n018 - JVECA
V:\2156\oc llvo\215610101 \1hotod\p•omollon\proJ•l•n1on.lwr•>lv~d1hp,dl1l,lo, 10S..,wdlonk/o•vlg•11gnoge..dct,jow.,201l\0925,docx

Revised Exhlbll Al OS to General Provisions
Attached to Agreemenl for Services

Belween Owner and Engineer

Dated September 29, 2005

Specific Authorization No. 105

Services Associated with Lakewood Ranch Stewardship District

Waterside Master Slgnage Plan

Further Description of Basic Engineering Services and Related Matters:

1.0	Description of Work

	Work includes coordination on the County Agreement a nd Master Signage Plan review.

•	See Attachment A

2.0	Items to be furnished by Owner

•	See Attachment B

3.0	Definition of Work Products

•	County Agreement

4.0	Schedule

•	AHachment C

5.0	Fee Proposal

•	See Attachment D

Accepted this ___ day of ______,,  2018.

Mr. Rex Jensen Chairman of the Board

Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranc h, FL 34202

Design with c ommunity In mind
O9/lS/201O • JVEGA
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Revised Exhibit A 105 to General Provisions

Attac hed to Agreement for Services
Between Owner and Engineer

Dated Septe mber 29, 2005

ATTACHMENT A- SA-105

Services Associated with Lakewood Ranch Stewardship District
Waterside Master Slgnage Plan

CIVIL ENGINEERING SERVICES

210	Slgnage Plan Review and Coordination Services

	Review the Master Signage Plans for compliance with Sarasota County Zoning Code. Provide coordination services through Sarasota County Board approval and Countysign -off on the Master Slgnage Plan Agreement.

950	Project Expenses

Expenses and labor costs for copying and transmittal of electronic files, blueprinting, reproduction servlces, color graphics, local deliveries, and overnight express delivery services shall be payable under this 1osk.

(hereinafter called the "SERVICES")

Design with community In mind o,nmoia. N EOA
V:\2156\ocllva\2156101OI \ •l1orod\p,omollon\p10J•l•ni•nJwr•1lw1d1hp,di,l,.10 , IOS..,wolon ld1>-Ylg·1lgnago. d c b.,.kow. :!Ol 5092l.doc,

Exhibit A 105 to General Provisions
Attac hed tq Agreement for Servcesi
Between Owner and Engineer
Dated September 29, 2005

ATTACHMENT B- SA-105

Services Associated with Lakewood Ranch Stewardship Dlshlct Waterside Master Slgnage Plan

B. l   Information provided b y other design consultants

B.2   Master Signage Plans provided by other consulta nts

Design with communllv In mind
09125/2018 • NEOA
V:\2 156 \acliVo\2156101 Ol \ 1h01od\p,omalla n\p10J•l•n10,V,,1•1lwrd1hp•d hlJa, 105.woltnldd,vlg,1lgnog1>_dc b.J<ow.)OI ll0925.doot

Exhibit A 1OS to Genera l Provisions
Attached to Agreement for Services

Between Owner and Engineer
Doled September 29, 2005

ATTACHMENT C -  SA-105

Services Associated with Lakewood Ranch Stewardship District

Waterside Master Slgnage Plan

SCHEDULE

1m.k	Seryice		f.lnl!b.	
210	Signage Plan Review and Coordination Services	TB D	3 months	

Note: Start dates schedule are to be determined by the CLIENT.

Design with community In mind

09125/2010 • JVEOA
V1\2156\ocllvo\115610101\•horod\promollon\proJ•f•n••ruwr •1lw1d1hp•dl11ja•I05._walonldo•vlg,~onoo~- del)_kow. ?OlllQ92.S,docx

Exhibit A l 05 to General Provisions

Attached to Agreement for Services

Be1ween Owner and Engineer

Dated September 29, 2005

ATTACHMENT D - SA-105

Services Assoclc1ted with Lakewood Ranch Stewardship District

Waterside Master Slgnage Plan

IgJk	services	Pee Jybe	fee Amount		
210	Signage Plan Review and Coordination Services	T/M*	(est.) $ 10,000		
950	Project Expenses	1	(est,)$   500		
		T/M'			
			--~		
	Total		C{esW$- l0,500 -.,		

•	Time and Material (T/M) estimates are based upon past expenence but the actual fee may be more or less due to factors outside of STANTEC 's con trol.

Unless otherwise specified, c harges for SERVICES are based on Stantec's hourly billing rate table ("Rate Table"), attached hereto, The Rate Table Is subject to escalation from time to time. At a minimum, effective each January 1 during the term of this Agreement, Stantec'scharges for SERVICES shall escalaf'eby either (a) the most. c urrent Consumer Price Index year over year percentage Increase, not seasonally adjusted, for the preceding July, all Items, as published by Statistics Canada (for Projects in Canada) p lus 1.0%, or (b) the most curren t Consumer Price Index for All Urban Consumers (CPI-U) year over year percentage Increase, not seasonally adjusted, for the preceding July, as published by the U.S. Bureau of Labor Statistics plus 1.0% jfor all other projects).

Design with community In mind	.  ~~!~~~~ ~		
	.,,,,----~	A.v/~t,__,,./  1		
O?/:ISf.'0 10 · JVEGA
V:\ 2156\oc llve\ 215610 IOI \1harod\r,101,1ollon\proJ•l•m•n..lY11••lwtd1hp,dl1IJ o , IOS,.wuleB1do -vlg-1lgnogo..dcbJ;ow_QO 160975.doO.<

~ Stantec

SCHEDULE OF FEES

Effective November 1, 2017

staff Level	Rate	
Level 3	$	90.00	
Level 4	$	100.00	
Level 5	$	110.00	
Level 6	$	115.00	
Level l	$	120.00	
Level 8	$	130.00	
Level 9	$	135.00	
Level 10	$	140.00	
Level 11	$	150.00	
Level 12	$	160.00	
Level 13	$	170.00	
Level 14	$	180.00	
Level 15	$	190.00	
Level 16	$	2 12.00	
Level 17	$	2 15.00	
Level 18	$	225.00	
Level 19	$	235.00	
Level 20	$	245.00	
Level 21	$	260.00	
1 Person Field Crew	$	95.00	
2 Person Field Crew	$	125.00	
3 Person Field Crew	$	155.00	
4 Person Field Crew	$	175.00	

BC 2156 Only

Unit billings, such as printing and survey materials, w ill be billed at standard rates. All other out-of-pocket expenses will be billed at cost + 15%.

l:\bllln0.Jcvol_rnlo1\Schodulo ol foe,-:1018.:ZI 56_2-mOd!Nod..201 71101.doc,

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No.

59

Under Specific Authorization

No.80

Northeast Sector

Stantec
Roadway I

Intersection Analysis

Staniec Consultlng Services Inc.

6900 Professional Parkway Eosl Sarasota FL 34240 -84 l '1

Tel: (94 l) 907-6900 Stantec Fox: (94 1) 907-69 10

Augus t 3 1, 2018
Via: E-Mail (mike .b lackrick@lakewoodranch.com)

215810632

Lakewood Ranc h Stewardship Dislrict 14400 Covenant Way

La kewood Ranc h, FL 3 4202

Attn:    Mr. Rex Jensen, Chair

Reference:	Change Order No. 59 Under Spec ific Authorization No. 80

Northeast Sector Roadway/ Intersection Analysis

Dear Mr. Jensen:

Due to o ngoing projec t needs, Stani ec is requesting approval to proceed with the following additional professional services as follows:

New Task 250 - Roundabout Analysis: Roundabout a nalysis of the SR-64/ Uihlein Rood and SR-64/ Bourneside Boulevard intersections as requested by FOOT District for permitting these Intersections. We are requesting to add this task to the SA with a task budget o f $5,000, time and materials.

"	Time and Material (T/M) eslimates ore based upon pas! experience but the aci ual fee may be more or less due to factors outside of Stontec'scontrol.

Unless o therwise specified, c harges for SERVICSS ore based o n Sto ntec'shourly billing ro te table (" Rote Table"), a ttached here to. The Ra te Table is subjecl lo escala tion from 1ime to lime. At a minim um. e ffective each January l during !he te rm of this Agreem ent Stantec's charges for SERVICES shalt escalal e by either (a) the most curre nt Consumer Price Index year over year percentage increase, not seasonally adjusted, for lhe preceding July, oil items. as published by Statistics Canada (for Projects in Canada) plus 1.0%, or (b) the most c urre nt Consumer Price Index for All Urban Consumers (CPI-U) year over year percentage increase, no! seasona lly adjusted, for 1he preceding July, as published by 1he U.S. Bureau o f Labor Statislics plus 1.0% (for all o ther projects).

S.A. Con tract lo Date	$	43,500		
Increase this Change Order	$	5,000		
New Con tract Sum	$	48,500		
Sta ntec Consulting Services Inc.	Lakewood Ranch S1ewardship District		
6900 Pro fessional Parkway East		14400 Covenant Way		
Sarasota. FL 3~		Lakewood Ranch, FL 34202		
				
		By		
Bt3 11201a		Dal e		
Da le				
~
8/3 )/2018

Da te

c.~5lgn writ , c,·, 11111unlly lri nilnd
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Stantec

SCHEDULE OF FEES

Effect ive Novem ber 1, 2017

Staff Level		Rate	
Level 3	$	90.00	
Level 4	$	100.00	
Level 5	$	11 0.00	
Level6	$	115.00	
Levell	$	120.00	
Level8	$	130.00	
Level 9	$	135.00	
Level 10	$	140.00	
Level 11	$	150.00	
Level 12	$	160.00	
Level 13	$	170.00	
Level 14	$	180.00	
Level 15	$	190.00	
Level 16	$	212.00	
Level 17	$	215.00	
Level 18	$	225.00	
Level 19	$	235.00	
Level 20	$	245.00	
Level 21	$	260.00	
1 Person Field Crew	$	95.00	
2 Person Field Crew	$	125.00	
3 Person Field Crew	$	155.00	
4 Person Field Crew	$	175.00	

BC 2156 Only

Unit billings, such as prinling and survey materials, will be billed a l standard rol es. All other out-o f-pocke1 expenses will be billed at cosl'+ 15%.

t'\bltllngJoveLrotos\ S~t,odut• c l f•~•'idi6..2 156...2a]'10dlnod_;/OI 71101 .docx

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 60 Under	Specific Authorization		
			
No. 91			
Stantec		
East-West Force Main and Water Main Extension		
Project			

Stantec Consulting Services Inc.

6900 Professional Parkway East
Sarasota FL  34240-8414
Tel: (941) 907-6900
() Stantec   fax: (941) 907-69 10

September 25, 2018
Via: E-Mall (rex,iensen@smrronch.com)

File: 2156 14203

Lakewood Ranch Stewardship District

14400 Covenan1 Way

Lakewood Ranch, FL 34202

A Hn:  Mr. Rex Jensen

Chairman of the Board

Reference:  Change Order No. 60 Under Specific Authorization No. 91

East-West Force Main and Water Main Extension Project

Dear Mr. Jensen:

Due to ongoing project needs and c hanges proposed by Roger Aman and Bob Simons. Stantec is requesting approval to proceed with the following additional professional services as follows:

New Task 31 O - Lift station Design

Stantec will prepare construction plans and specifications for Lift Station No. 12 that will serve the east sfde of Lorraine Road and lie-in to the existing force main on Lorraine Road. Task includes c.oordination with the Client on the design and location of the lift station as wellty as Coun Utility a nd FDEP Utility Permit applications. Task includes SWFWMD or DEP Environmental Permit applica tions as it Is believed this project will be exempt or only requirea minor modification.

We request a fi)(ed Fee of $15,000 for this task.

New Task 320 - Litt Station Permit Processing

Stantec will respond to permit review comments from Sarasota Counly and FDEP/ SWFWMD.

We are proposing a T/M fee of $5,000 tor this task.

New Task 330 - Lift Station Bidding Services

Stantec will provide technical specific ations. quantity take-off figures a nd a bid schedule for the Lift Station. One quantity take-off and opinion of probable cost for the Client will be provided based on the final construction plans. Engineer'sOpinion of Probable Cost (OPC) will be prepared as well as an OPC for the required Bonds for the project. Staniec will prepare contract doc uments and conduct a public bid that will be provided to pre-qualified list of contractors. The public bid process will Include advertisement of the bid; a Pre-Bid meeting; issuing bid Addenda; public bid opening; tabulating the bids; bid evaluation; Notice of Award, preparation of final contract documents; coordination of contract execution; and Issuing of Notice to Proceed. Task includes providing Client with a bid tabulallon of the received bids.

We are requesting a Fixed Feoe  f $7,500 for this task.

Design wllh communllv In mind

09/24/20 18 - JI/EGl'I
vi v:\2156\oc llvo\21,61420l\cdmln\doc umonh\PfOPO•ol\p,oJ•l•nHI\JWnd_,o•91_ co,61J_ea,l•w••l·lrTLWrn-oxl_rvN•l•I\Jlll,, lo -12..,dc b_dim.;lOl l!092$,doct

CO 601oSA 91			
Lakewood Ranch Stewardship Distric t		
East-West Force Main and Water	Main		
			
Page 2 of 3			

Ext.

New

Task

340

-

Lift

Station

Construction

Phase

Services

Stantec will provide We are proposing a

construction observation, TIM fee of $12,000 for this

review task.

t

es

t

reports

and

shop drawing review.

New

Task

350 -

Lift

Station

Certifications

Staniec wlll provide certifications to Sarasota County and FDEP as required. Signed and sealed	
surveyor that meet Sarasota	County	
record drawings will be provided by the Client'sor contractor's		
and FDEP requirements. Task Includes preparing and submitting Certification package to Sarasota	
County and FDEP.		

We

are

proposing a

Fixed Fee

of

$5,000

for

th

is

task.

New

Task

360

-

lift

Station

Miscellaneous

Survey Services

Staniec will collect topographic data as required for the		
descriptions for easements	required In the permitting	and		
				
topographic survey w ill not be provided.			

lift station permitting. Prepare	sketch and		
	and sealed		
certification process. A signed			

We

are

proposing a

T/M

f

ee

of

$5,000

for

th

is

ta

sk.

•

Time
due

and Material (T/M) esllmates are based to factors outside of Stantec'scontrol.

upon

past

expe

rience

but

th

e

actual

fee

may

be

more

or

less

Unless otherwise specified, charges for SERVICES are based	on Stantec'shourly billing	rate	table		
		time.	At a		
("Rate Table''),attached hereto.  The	Rate Table ls subject	to escalation from time to				
minimum, effective each January]  during the term of this Agreemenf. Stantec'scharges for		
SERVICES shall escalate	by either (a)	the most current Consumer Price Index year	over	year		
percentage increase, not seasonally adjusted, for the preceding	July, all Items, as published	by		
				
Statistics Canada (for Projects in Canada) plus 1.0%, or (b) the most current Consumer Price	Index		
for All Urban Consumers	(CPI-U) year over year percentage	increase, not seasonally	adjusted, for		
the preceding July, as	published by	the U.S.  Bureau of Lobar Statistics plus 1.0%	(for all	other		
projects).										

S.A.

Con

tract

to

Date

t ...-·---,,.::,-

l.4.Q~,5:.:,,.,,.-V.

-

Increase this

Change

O~J-

-4

.

-·-

_

New

Con

traci

Sum

$ 190,000

Signa

tures

on

next

poge.

CO 60to SA 91
Lakewood Ranch Stewardship District

East-Wesl Forc e Main and Water Main Ext.
Page 3 of 3

.stantec consultlog services Inc.

6900 frofessional Parkway I;ast

Sarasota, EL 34240

Date	/;

<

Lakewood Ranch stewardship Distrk:t

I 4400 Covenant Way

Lakewood Ranch. FL 34202

By

Date

Date

Desig n with communll,y In rnlnd
O'l/2◄/20 16 • N EG/\
vi v:\2156\ oc llva\2I56 1 ◄103\odmln\doc~rnonl•\p,op0101\ pr0J•)•nsol\,)W1KIJ0•9 1 .co-6Q_o01l -wa,l •ffJ\.Wffl·6<L/lw•l1ul11,,10• I ~ dc b_dsrn...20180?25.docx

() Stantec

SCHEDULE OF FEES

Effective November 1, 2017

Staff Level	Rate	
Level 3	$  90.00	
Level 4	$ 100.00	
Level 5	$ 11 0.00	
Level 6	$115.00	
Level 7	$ 120.00	
Level 8	$ 130.00	
Level 9	$ 135.00	
Level 10	$ 140.00	
Level 11	$ 150.00	
Level 12	$ 160.00	
Level 13	$ 170.00	
Level 14	$ 180.00	
Level 15	$ 190.00	
Level 16	$ 212.00	
Level 17	$ 215.00	
Level 18	$ 225.00	
Level 19	$ 235.00	
Level 20	$ 245.00	
Level 21	$ 260.00	
1 Person Field Crew	$  95.00	
2 Person Field Crew	$ 125.00	
3 Person Field Crew	$ 155.00	
4 Person Field Crew	$ 175.00	

BC 2156 Only

Unit billings, such as printing and survey materials, w ill be billed at standard rates. All other out-of-pocket expenses will be bllled at cost + 15%.

1:\ b'li ogJeveUole,\Schtldufo ol fn1-20l8..;lt 54..2•modlRtCUQI1 I IQl,doc:~

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 61	Under	Specific Authorization		
				
	No. 69			
	Stantec		
The Masters Avenue Extension East (Players Drive		
to Bourneside Boulevard		

Stantec Consulllng Services Inc.
6900 Professional Parkway East
Sarasota FL  34240--8414
Tel: (941) 907-6900
() St antec   Fax: 1941) 907-6910

September 26, 2018
Via: Hand Delivery and E~Mail

rrex.iens!m@smrronch.coml

File:	215613369

Lakewood Ranch Stewardship District

14400 Covenant Way

Lakewood Ranch, FL 34202

Attn:	Mr. Rex Jensen

Chairman of the Board

Reference:  Change Order No. 61 Under Specific Authorization No. 69

The Masters Avenue Extension East (Players Drive to Bourneslde Boulevard)

Dear Mr. Jensen:

Stan tee is requesting approval for the following tasks for additional services related to the future The Masters Avenue Extension East Project.

Existing Task 250 - Construction Phase Services

We have exceeded the T/M Construc tion Phase Services Task 250 for the subject Project. We are requesting on increase of $10,000 to finalize the testing, record drawings, and certifications; also, additional funds are needed for the turnover of the existing utilities from SMR to Manatee County for this project bringing the total budget for this task to $40,000.

•	Time and Malerfal (T/MJ estimates are based upon past experience but 1he actucH tee may be more or less due to factors outside of Stontec's control.

Unless otherwise specified, charges for SERVICES ore based on Stantec'shourly billing rate table ("Rate Table"), attached hereto. The Rate Table is subject to escalation from time to time. At a minimum, effective each January 1 during the term of this Agreement, Stantec'sc harges for SERVICES shall escalate by either (a) the most current Consumer Price Index year over year percentage increase, not seasonally adjusted, for the preceding July, all items, as published by Statistics CanadaProjects(for in Canada) plus 1.0%, or (b) the most c urrent Consumer Price Index for All Urban Consumers (CPI-U) year over year percentage Increase, not seasonally adjusted, for the preceding July, as published by the U.S. Bureau of Labor Statistics plus 1.0% (tor all other projects).

Design wllh community Ir , mind

09126/2018 - J VEGI\
V:\2156\aollve\'215613369\odmln\eorro,pondance\propo,ol\proJ•l•n••n..Jwr•dJY101l•t1 -ov••• Xl•oa,t,.1a,69_co-61_bdgl•lnc•2SO_er11l1oln,ph-111cU<al)Dlll09?6.docx

CO 61 Under SA 69

The Masters Avenue Extension East
Page 2of 2

S.A. Contract to Date

Increase this Change Order

New Contract Sum

Staniec Consulting Services Inc.

6900 Professional Parkway East

$236,300

$	10,000

$246,300

Lakewood Ranch stewardship District

14400 covenant Way

Lakewood Ranch, FL 34202

By

Date

9/4c,,/te

By

Date

By	#6/-:

Date

Enclosures:	Schedule of Fees

C:	Bob Simons, LWR Development, LLC

	Suzanne Fugate, LWR Development, LLC

Design with community In mind
09/26/2018 • JVEGA
V:\2156\ ocllvo\2156 13369\odr,,ln\c0tre1pondenco\propo101\proJ•lonier,Jw1i<Lmo,to,s.ove,oxl,eo1l.>0•69 _co•d l_bdg1-kic-2SO_cn1lrc ln-ph•1\/c1__k~    I 00926.docx

~ Stantec

SCHEDULE OF FEES

Effective No ve m ber l , 201 7

Staff Level	Rate	
Level 3	$	90.00	
Level 4	$	100.00	
Level 5	$	11 0.00	
Level6	$	11 5.00	
Level 7	$	120.00	
Level8	$	130.00	
Level9	$	135.00	
Level 10	$	140.00	
Level 11	$	150.00	
Level 12	$	160.00	
Level 13	$	170.00	
Level 14	$	180.00	
Level 15	$	190.00	
Level 16	$	2 12.00	
Level 17	$	2 15.00	
Level 18	$	225.00	
Level 19	$	235.00	
Level 20	$	245.00	
Level 2 1	$	260.00	
1 Person Field Crew	$	95.00	
2 Person Field C rew	$	125.00	
3 Person Field Crew	$	155.00	
4 Person Field Crew	$	175.00	

BC 2156 Only

Unit billings, such as p rintlng and survey materials, will be billed a t standard ra tes. All other out-of-pocket expenses w ill be b illed at c ost + 15%.

Z:\bill11Q.JeveLrale1\Schoduta al Foos,:l018_2156-2-modlll•d...20171 10l .docx

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 62 Under Specific Authorization

No. 39

Stantec

44th Avenue East Phase IV

()
Change Order No. 62 Under SA 39

Lakewood Ronch Stewardship District
Page 1 of2

October 1. 2018
Via: Hand Delivery a nd E-Mail (rex.le nsen@smrrq nch.co m)

File:	2156121 13

Lakewood Ranch S1·ewardshlp Dist rict 14400 Covena nt Way

Lakewood Ranch, FL 34202

Attn:   Mr. Rex Jensen

Choirman of lhe Board

Reference:	Change Order No. 62 Under Specific Authorization No. 39
441  Avenue East Phase IV
h

Dear Mr. Jensen:

Due to o ngoing p roject needs. Stantec is requesting approval for the following tasks for p rofessional services.

Existing Task 260 - Plan Revisions

We hove exceeded the budget for the previously added Tosk # 260 for this p roject. Que to plan revisions for the 44th Ave, Phase 5 p roject, we hod to revise the construction p lans to address grading d iscrepancies a t the Lorra ine Road Intersection. We a re therefore requesting o n addltlonal $2,500 to be added Task #260 fo r these Phase 4 plan revisions. This Increase will bring the total for this task to $12,000

Existing Task 240 - Bid Documents

We have exceeded the budget for the bid processing phase for this project. Because of the additional Lakewood Ranch Stewardship Distric t bidding process required for construc t ion of the roadway a nd remain.Ing storm sewer, we a re requesting a n additional $7,500 to cover the 3rd bid p rocessing p hase for Phase 4, This Increase will bring the total for this task to $27,500.

Existing Task 270 - Construction Phase Services Phase IV

We have exceeded the budget for the Construction Phase Services for this p roject. Because of the separate a nd additional construction processes Involved w ith the construction of the roadway and additional storm sewer we a re requesting an addltlona l $28,000. This Increase will bring the t otal for t his task to $93,500.

(j
Change Order No. 62 Under SA 39

Lakewood Ranch Stewardship District

Page 2 of 2

New Task 530 - Survey Services

As requested, Stantec performed topographci survey services that c ross-sectioned the roadway alignmentT. his work was performed to quantify the previously excavated material from Lake 13 that was for roadway fill as part of the current # 3 bidding process. Stantec Is therefore requesting a new Task# 530 In the amount of $2,800 be added to t he contract.

SA  Contract to Date

Increase this Change Order

New Contract Sum

Stantec Consulting Services Inc.

By '7
/ o  /, /2 8
Date

Date

C:	Bob Simons, LWR Development, LLC Mike Blackrick, LWR Development, LLC

S 391 ,600
....~_....40='=80=0._____

S 432.400

Lakewood Ranch Stewardship Distric t

14400 Covenant Way

Lakewood Ranch, FL 34202

By

Date

Enclosures: Schedule o f Fees

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Scope

Change Order No. 1			
C & M Road Builders, Inc.			
Waterside Neighborhood 8	of Phase 2		
changes including the addition			
			
and revisions/updates to Phase 1		

Date of Issuance:	10/04/2018

Project: Waterside Neighborhood 8

Contract: Waterside Neighborhood 8

Contractor: C & M Road Builders, Inc.

	Change Order		
	No. 1		
Effective Date:	-'-10-'--'/-'-1""2/""2-'-0-'-18'----------		
IOwner: Lakewood Ranch Stewardship District	Owne~s Contract No.:		
			
	Date of Contract: 12/07/2018		
	Enginee~s Project No.: 215613807		

The

Contract

Documents

are

modified

as

follows

upon

execution

of

this

Change Order:

Description:

Scope changes

including

the

addition

of

Phase

2

and

revisions/updates to

Phase

1.

Attachments: (List documents supporting change):

C

&

M

Road

Builders, Inc. revised

schedule

of

values.

CHANGE IN CONTRACT PRICE:

Original Contract Price:

$ 1 227 908.40

CHANGE IN CONTRACT TIMES:				
Original Contract Times:   Working days	~			
					
Substantial completion (days or date): _1~2~0~	----------		
				
Ready for final payment (days or date):	..,_1.:5.:0__________	_		

[Increase] [Decrease] Orders No._0__to

from No._0

previously approved Change	[Increase] [Decrease] from previously approved Change Orders			
.	No._0__to No._0	.	_		
	Substantial completion (days): _o______________			

$0

Ready for final

payment

(days):

~0~-------------

Contract Price prior to this Change Order:

$ 1 227 908.40

Contract Times prior to this Change Order:			
Substantial completion (days or date): _1~2-0~----------			
Ready for final payment (days or date): _1~5~0~	----------		

~Decrease] of this Change Order:

$554191.60

Contract Price incorporating this Change Order:

$ 1 782 100.00

~Decrease] of this Change Order:
Substantial completion (days or date): _1~2~0~	----------		
				
Ready for final payment (days or date): _1~5~0~	----------		
			
Contract Times with all approved Change Orders:				
Substantial completion (days or date): ~2~4~0~	----------		
				
Ready for final payment (days or date): ~3~0~0~	----------		

RECOMMENDED:
By: _____________			
Engineer (Authorized Signature)			
Date: _____________	_		

ACCEPTED:	ACCEPTED:
By:	By:--------------			
---------------	Contractor (Authorized Signature)			
Owner (Authorized Signature)				
Date: _______________	Date: _____________	_		

Approved by Funding

Agency

(if

applicable):

Date:

EJCDC No. C-941 (2002 Edition)			
Prepared by the Engineers' Joint Contract Documents Committee and endorsed		
Associated General Contractors of America and the Construction	Specifications		

by the Institute.

Page

1

of

1

Stantec

Waterside Neighborhood 8

Bid Form

Summary of Construction Costs

Earthwork	$132,245.00	
Roadway & Pavement	$159,165.00	
Potable Water	$34,659.00	
Sanitary Sewer	$88,968.80	
Drainage	$77,257.30	
General	$6 1,896.50	
Grand Total =	$554,191.60	

I0/4/201 S-.5:25 PM
C:\Users\ogodhlo\AppDo l o\Locol\Micro~oll\Wlndows\lNolCoch e\Conlenl .Oullook\J8H79Z7V\WATERSIDE8E)(CELll1D 18005-CO 1- 10-3- 18-reviseo.xls,c-

Cost summery

1 o f 7

, Stantec

Earthwork

Item #	Des cription	Quantity	Unit	Unit Price	Total	
	Clearing and Grubbing (Area Wi thin Silt Fence)	5.0	AC	$3,120.00	$1 5,600.00	
	Remove exist . drainage	1.0	LS	$5,670.00	$5,670.00	
	Excav. & Emb. {no ottsite fill, p lacem ent		LS	$93,400.00	$93,400.00	
	compaction. expansion o f exist lake 2)					
	Pump down existing Lake LR-2		LS	$9,230.00	$9,230.00	
	f inish Grading		LS	$17,800.00	$ 17,800.00	
	Sod (Ba hia)	5,000	SY	$2.60	$ 13,000.00	
	Sill Fence {Including Removal)	1,830	LF	$2.50	$4,575.00	
	Inlet Pro tection	2	EA	$35.00	$70.00	
	Te mporary Construc tion Entrance per Detail		LS	$5.500.00	$5,500.00	
	Complia nce with FDEP NPDES Permit		LS	$3,880.00	$3,880.00	
	Tem p. Drainage Swale	(2,850)	LF	$12.80	-$36,480.00	

Earthwork Total =   $132,245.00

i0/,1/201B--5:25 PM
C:\Use1s\ogodt1l0\App0oto\Locol\Mlt101of1\ Wlndows\lNetCoche\Canlenl .Oulloak\J8H79Z7V\WATERSIDE8EXCELBID I 8005-CO I ·I 0"3- 18-revised.xlsx-

Eorthwork

2of 7

CJ	Stantec					
Roadway & Pavement					
	MANATEE CTY SPEC					
Item#	Description	Quantity	Unit	Unit Price	Total	
	C oncrete Sidewalk	603	SY	$30.20	$18,210.60	
	Handic ap Ramps (Includes Curb, Curb Transitions,	2	EA	$880.00	$1,760.00	
	and Trunc a ted Domes)					
	2" Type S-1 Asphalt Conc rete (exf of c anon)	2,838	SY	$ 10.20	$28,947.60	
	8'C emen I-Stabilized Base	2,838	SY	$ 14.20	$40,299.60	
	8" Slabilized Subgrade, Type B, LBR 40	3,022	SY	$4.00	$1 2,088.00	
	Lane widening excav		LS	$8,800.00	$8,800.00	
	Type 'F" Curb	1,242	LF	$11.60	$1 4,407.20	
	Modified Type 'F" Curb	29 1	LF	$14.00	$4,074.00	
	4' Stabilized Shoulder ( 18" thic k)	259	SY	$12.00	$3,108.00	
	Signage and Striping		LS	$15,870.00	$15,870.00	
	Maintenance of Traffic		LS	$1 1,600.00	$11,600.00	

Roadway and Pavement Total =  $159,165.00

10/~/2018-5:25 PM
C:\Users\ogodhia\ AppDolo\Locol\Mlcrosofl\ Windows\1Ne1Coche\ Con1en1 .Ov l look\JBl-l79Z7V\WATERSIOE8EXCEL81D 18005-CO I·I0-3-16-revised.xlsx-

Roodwoy & Povemenl

3 of 7

Stantec

Potable Water

Item #	Description	Quantit)	Unit		Unit Price	Total	
300	8" Wate r Main - C905, DR- 18	473	LF	$	23.00	$f0,879.00	
301	8'Gale Valve w/ Box	2	EA	$	1,280.00	$2,560.00	
302	Temporary Blow-o ff	2	EA	$	450.00	$900.00	
303	8" Plug	2	EA		$150.00	$300.00	
304	Conned to Existing		LS		$2,660.00	$2,660.00	
305	Fire Hydrant Comple te		EA		$4,880.00	$4,880.00	
306	watermain Fittings		LS		$7,440.00	$7,440.00	
307	Tes ling in Accordance w/ Current Sarasota		LS		$2,800.00	$2,800.00	
	County Utilities Department Standards						

308	Sarasota Counly Utili1y Construction Permit Fee - Potable Waler

LS	$2,240.00	$2,240.00

Potable Water Total=   $34,659.00

10/4/20 18...5:2S PM
C:\Users\ag□dhlo\AppOolo\Locol\Mlcrosofl\ Wlndows\lNaf Coi:ha\ Conlenl .Oullook\J8H79Z7V\WATERSIOE8EXCELBIP I SOOS-CO 1- 1O..J·18·revi1ed .~lsx-

Potoble Wnler

4 of 7

Stantec

Sanitary Sewer

Item #	Description	Quantity	Unit	Unit Price	Total		
	6" Forcem oin - C900, DR-25	498	LF	$1 6.60	$8,266.80		
	8'PVC Sonita1y Gravity Sewer, SDR 26 ( 10'-12')	50	LF	$56.00	$2,800.00		
	8'PVC Sanitary Gravity Sewer, SOR 26 ( 14'-l 6')	50	LF	$86.00	$4,300.00		
	8" PVC Sanitary Gravity Sewer, SDR 26 (8'- 1O'	448	LF	$34.00	$1 5,232.00		
	Depth)						
	Sanitary Manhole (8'- 1O'Depth) (Ou tside Drop -		EA	$13.450.00	$13, 450.00		
	LINED) w/p-trap		EA				
	Sanitary Ma nhole (8'- 10'Depth) {LINED)			$9,560.00	$9,560.00		
	Sanitary Manhole (8'- 1O'Depth)	2	EA	$3,720.00	$7,440.00		
	Sanitary Manhole (I O'- 12'Depth) MH 41·6		EA	$3,980.00	$3,980.00		
	sa nitary M anho le ( 14'- 16'Dep th) MH =It 1a		EA	$4,370.00	$4,370.00		
	Air Release below gro und		EA	$9,670.00	$9,670.00		
	Tes1ing In Ac cordance w/ Curren! Sarasota		LS	$4, 100.00	$4, 100.00		
	Co unty Utilities Department Standards						
	Sarasota County Utility Construction Permit Fee -		LS	$5,800.00	$5,800.00		
	Sanitary Sewer						

Sanitary Sewer Total=   $88,968.80

I 0/4/2018•5: 25 PM
C :\ Users\o godhio \AppOoto\loca l\Mlcrmorl\ Wlndow s\lNetCocl10\Conlenl .Oullook\J8H79Z7V\ WA TERStDEBEXCELBID I8005-C O 1- 10-3 18-revised.xls~-Sonltor,o sower

5 of 7

Stantec

Drainage

Ite m#	Description	Quantity	Unit	Unit Price	Total		
							
500		18" RC P	63	LF	$32.00	$2,016.00		
501	24" RC P	246	LF	$52.00	$ 12,792.00		
502		42" RCP	113	LF	$95.80	$10,825.40		
503		48" RCP	133	LF	$106.70	$14,191.10		
504	19"x30'ERC P	46	LF	$54.00	$2,484.00		
505	6" Type C Underdrain	378	LF	$ 14.60	$5,518.80		
506	Underdroin Cleanout	6	EA	$325.00	$1.950.00		
507		Throat Inlet	4	EA	$3,350.00	$13,400.00		
508	Gra te Inlet		EA	$3,460.00	$3,460.00		
509	Slorm Monhole		EA	$3,040.00	$3,040.00		
510	Mitered End Section per FOOT Index 273 ( 19"x30"	2	EA	$1,800.00	$3,600.00		
		,-ri..-n\ ,,... _ --- •- J. - ,		EA	$3,980.00	$3,980.00		
510	Modify Exist Throat inlet to J-box						

Drainage Total =  $77,257.30

10/4/2018-5:25 PM
C:\UsM\q godt1io\ AppDolo\Locol\ Microsoll\ Window~\NI otCoche\ Co,ilenl .Oullook\J8H79Z7V\WA TERSIDE8f XCELBI0 18005-CO l • l 0--3·18--revlsed.)l,IS~-

D1oinoge

6 of 7

G.,. Stantec

Generol

Item#	Description	Quantity	Unit	Unit Price	Total	
600	Construdion Stake Owt		LS	$19,600.00	$19,600.00	
601	Record Drawings (SWFWMD & Sarosofa County		LS	$1 2,350.00	$12,350.00	
	Standards)					
602	Bonding		LS	$10,250.00	$10,250.00	
603	Additio nal l Year Warranty Bond		LS	$1,550.00	$ 1,550.00	
604	~2" Schedule 40 PVC Conduit Crossing (Material &	2,045	LF	$5.00	$10,225.00	
	Install)					
605	" 4" Schedule 40 PVC Conduit Crossing (Material &	675	LF	$6.50	$4,387.50	
	Insta ll)					
606	*6" Schedule 40 PVC Conduit Crossing (Material &	190	LF	$8.60	$1 ,634.00	
	Insta ll)					
607	*2" Schedule 40 PVC Conduit Crossing (lnslall Only)	475	LF	$4.00	$1 ,900.00	
608	*4" schedule 40 PVC conduit Crossing (Install Only)		Lf	$5.50	$0.00	
609	*6" Schedule 40 PVC Conduit Crossing (Install Only)		LF	$7.50	$0.00	

General Total =   $61,896.50

~conduit Crossing quantities listed above will be used as unit prices applied to conduit layout and design that is yet lo be developed. Actual quantities a re unknown at lime o f bid.

10/4/201 8-5:25 PM
C:\Users\cgcdhlo\AppOolo\Locol\Mlcrosofl\Wlndows\lNelCoche \Conlenl.Outlook\J8H79Z7V\WATERSID~8EXCELBID 18005-CO 1• 1O<H 8-revlsed.xlsx-

Genarol

7 of 7

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 1

Woodruff & Sons, Inc.

Villages of Lakewood Ranch -

Lakewood Ranch Blvd (Fruitville-S. Vlgs)

Dato

of

Issuance:

October 8

2018

Effective

Dat

o:

Change Order

No._1_

October 12 201 8

Projoct	Villaoea or Lakewood Ranch -	
	Lakewood Ranch Blvd (Frultvllle-S.	
Contract:	$15.758,406.8 3	

Vlgs)

jOwnor:

Lakewood

Ranch

Sleward

shlp

Dlstncl

Ownor'sContract No.:			
Dato of Contract: July	16, 20	10	

Contractor:

W

oo

druff

&

So

ns,

Inc.

Englneor'sProj
.

ct

No.:

21561 311	0/	
21	5810101	

The Contract Documonts are Description: Direct Material Purchases

Attachments: (List documpeunts

modlffod as follows

s	porting change):	

upon execution

of

this Change Order:

Woodruff

&

So

ns

prop

os

al

2696-P

00

2

dated

9/

27

/201

8

CHANGE IN CONTRACT	PRICE:		
Original Contcra t Price:					
$  15,758,406.83					
[Increase] [Decrease] from provlously approved		
Change Orders No._Q_ to No._0_:			
			_		
$.____________		
Contract Price prior to this Change	Ordor:		
				
$  15.758,406,83					
[lnor~se] E,>ot this	Change	Order:		
				
S  (1,245,271 .06)					
Contract Price Incorporating	this Change Order:		
					
$  14,513.135,77					

		CHANGE IN CONTRACT TIMES:				
Original Contract Times:	0	Worl\lng days	li2l Calendar	days		
							
Subslanlial complellon (days	or date): ..,J"'u""ly_1...,6'°"""2018..,...___  _____		
Ready for final payment (days. or dote):	September	11 2019				
[lncroase) [Decre11se]	from previously	approvedOrders	Chango				
No,	O	to No.	O					___	_	_   _		
Substantial completion (day&):__,,.___	_  _  _	_					
								_______		
Ready for final payment (days):......______					
Contract Times prior	to this Chango	Order:						
									
Substantial completion (day,						_	_  _		
	ordato): ...Ju.,.!y.1.6,.....2"'0""18,<.____			
Ready (or final payment (days or dote):	September 14, 2019				
(lncroaso] [Decrease] of	this Chango	Ordor:						
					_____		
Substantial completion (days	or dale):						
		_,_N""/A...,._____				
Ready for final payment (day$ or date):	-"N"'/A..,__		____		
		____				
Contract Times with all approved Change Orders:				
Substantial completion (days or dote):				_	___		
	_J_.u!...y...1..,,6..,,2.,.,0...1,8-___				
Rao	dy for final payment (days or date):	September 14, 2016				

RECOMMENDED:		
Br. _  _____  _  ___  ___	
Engineer (Authorlzed Signature)		
_	
Date: _______  ____		
Approved by Funding Agency (II appllcabl11	):	

ACCEPTED:
By: _____________

Owner (Aulhorized Slgnalure)
Dale: _  _____  _  ______

ACCEPTED: Woodruff & Sons, Jnc.

Con1tec1or (Authorized Slgnolure)

Dote: l 0-09-2018

Dale: -1:llA

EJCDC No. C-941 (2002 E !llllou)
rrt pnred by the Engineers' Joint Contrnct Documcncs CommlUcc nod cn!lo•·sc!l by lhc

Assodnlcd Gc ncrnl C ontrnc10,•4 of Amcrlc n nud the Coustruclion S pcciricntion lns lltutc. v:\21S6\oe1ivc\21561311 0\clvlll,..,n,1rucllovh~••- docunl<n1&\ch1n110_orderJ\lol<cwood 1Dnch\<• '\..•l111,lwr_lwr•blvd-tui1v0it
d,due1  \\WJsuff. 20181001.docx

•s-vl11J.<O•

l

.

•

l 24H?l •06Jn11<1

14

1•

rnge

t

of

1

Change Order

			No.	1	
Date of Issuance:	October 8 2018	Effective Date:	October 12, 2018		
Project: Villages or Lakewood Renell -	!Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:		
Lakewood Ranch Blvd (Frullvill~S. Vlgs)	I			
Contract:	$15,758,406.83	Date of Contract:  July 16, 2018		

Contractor: Woodruff & Sons. Inc.	Engineer'sProject No.: 2156131 101		
	215610101		

The Contract Documents am modified as follows upon execution of this Change Order:

Description :

Direct Material Purchases

Attachments: (List documents supporting change):

Woodruff & Sons proposal 2696-P002 dated 9/27/2018

CHANGE IN CONTRACT PRICE:		CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Orlglnal Contract Times:	D Working days   @ Calendar days	
	Substantial completion (days or dale): _J."'u,ty.._.1""6"".2..,0""1"'8'--------	
$  15,758,406.83	Ready for nnal payment (doys or dale): September 14  2019	
[Increase] (Decrease] from previously approved	(Increase] [Decrease) from previously approved Change Orders	
Change Orders No.. JL to No. .._O_:	No.	o   to No._  __o,,	..__	

$,____________

Contract Prico prior to this Change Order:

$  15,758,406.83

[hHlFeaso] ~	f this Change Order:

$  11,245,271.06)

Contract Price Incorporating this Change Order:

Substantlal completion (days): _O,______________

Ready for Onal payment (days)'. -□"-------------

Contract Times prior to thl$ Change Order:
Substantial completion (days or data): ...;J..,u,,;ly.._1.c,6::,...,.2,:.018.c,.._______

Ready for final payment (days or data):  September 14  20 19

(Increase] [Decrease) of this Chango Order:
Substantial completion (days or dale): -"N,u/A;,___________
Ready for final payment (days or date): _,_....,,_________

Contract Times with all approved Chango Orders:
Substantial completlon (days or d~te): ....J,..,.ul..,y1.""6...,2"'0'"'1"'8______  _

~  14 513 135.77	Ready for final payrnenl (days or date}:	September 14. 201 6	
RECOMMENDED:	ACCEPTED:	ACCEPTED : Woodrnff & Sons, Inc.	
By:------------	By: -------------	By:-------	-  -----	
EnRlneer (Ault,orltod Signature)	Owner (Authorl~ed Signature)	Conlrnctor (Aulhorlzlld Signature)	
Pete: _____________	Date: ______________	Dole: J 0~09-20 18	
ApprOVlld by Funding Agency {If ppplieable):		Date: _l:l/.o	

EJ CDC No. C-941 (2002 Edition}	t•~ ge I or l		
			
l'rcpArcd by the Englnce,·s' .Joint Contrnct Doc uments Commlltce anti t11dorsc1I by the			
A$socinlctl Gencml Co nlrnctor~ of Amcl'icn aml the Constrnc1ion Spccificntlons fn~titutc.			
v:\l I:if,\qcl 1vo\2 IS61l 11 O\cillil,con!iln.JctionJJhfl(O_docu1tte1111\chnnt:e_o rdcrl\lekowve>d r~ 1ch\l!on_vl~-lwr_lwr ..t,l~•lruu yitlb .s•vlx1....co- I _• l24.1171-0G.. 1notcriial•			
dcdu<I  1,Qodrnff_20 IS I008.do«			

Woaoaun Lsaas    Woodruff & Sons, Inc.			Change Order Request		
									
	(~		6450 - 31st Street East, Bradenton Florida 34203 (physical)	OFFICIALUSE ONLY			
			P.O. Box 101 27, Bradenton Florida34282-0127a (m iling)	0	Job No:	..26=.::<.9~9:_____		
#JOIJIIA.lltOff, *ou.tiU		D  Control No:	...P:...00::.=-=2=------		
							
.,..,.JONf\~	Tel # 941. 756. 187 1 ~ Fax # 94 1.755 .l 379					
					0	Log Date:		9/27/201 8		
			www.woodruffandsons.com			0  Invoice No.				
						0	Chnnge Order				
											
To:	Lakewood Ranch Stewardship D is tri ct		Contuct:	Roger Aman				
Address:	14400 Covenant Way		Tel No:	(94 1) 757- 1574				
	Bradenton, FL 34202		Et11ail:	roger.aman@lakewoodranch.com		
Project Name:	LWRB lvd Fruilville to S. Village		Hid No:	n/a				
Project Location:	Lakewood Ranch, FL		Bid Da:te	n/a				
Item#	Item Descriplion:	Estimated Quantity	U nit		Unit Price		Total Price		
	Direct Matcial Purchases								
	0 ldcastle Castle {PO 2699-000 1)	- 1.00	LS		$277,38 1.00	$	(277,381.00)		
		Tax Savings	-1. 00	LS		$ 16,642.86	$	( 16,642.86)		
	County Materials (PO 2699-0003)	- 1.00	LS		$695,180.3 0	$	(695, 180.30)		
		Tax Savings	- 1.00	LS		$41,710.82	$	(4 1,7 10.82)		
	Core & Main (PO 2699-06)0	-1.00	LS		$ 185,364.72	$	( 185,364.72)		
		Tax Savings	-1.00	LS		$ 11 , 12 1.88	$	( 11 , 121.88)		
	Oldc11stle Castle (PO 2699-0008)	- l.00	LS		$ 16,858.00	$	(1 6, 858.00)		
		Tax Savings	-1 .00	LS		$ 1,011.48	$	( 1,0 11 .48)		

Total Price for above Items:	$ ( 1,245,27 1.06)	
Total Bid Price:	$ ( 1,245,27 l .06)	

Notes:	• See att ached detailed itemized DMP Purchase Orders (as listed above)

Payment Terms:   Paymcni due within 30 days of date of invoice, rngardless of when payment is made by Owner.

ACCEPTED:	CONFIR MBP:

The above prices, specificalions r111d conditions arc satisfactory and hereby accepted.
Duyer: ____________________	Woodmff & Sons, Inc.
Signature: ___________________	Au lhoriied Signature.

r1imcd Nnn,o
Date or Acccpiotloe: _   _______________	1;$1/Proj Mgr:   Matt Andel'son (matta@woodrnffandsons.com)

9/27/20 18	2699-T'002 • DMP COR	r1111c  I cf I

DIRECT MATERIAL PURCHASE

OWNER: Lakewood Ranch Stewardship District	P.O.  tt :  2699-0001		
				
	Date:	07 /13/18		
	Page:	l		

J!URCllASS	0  R  D  E  R

To,	63630			Ship	To:				
OLOCASTLE  PRECAST,  I NC.		WOODRUFF  &  SONS,  INCFLORIDA		
							
2140	PONDELW\  ROAD		PRUITVILLI;':  RO  TO  SOllTll VILLAGE		
								
CA~E  CORAL,  ll'L	33909		Ll\KEWOOO  RAllCH ,  FL	34210		
								
ATTN:  BOB  SIMONE		ATTN :					
Ship Via		Deliver To	Reference				
beet method		job nit•	storm structureo	fclmpl			
Buyer	ll'.O.lJ,	'l'orino	Account llum.be.r	Job#	Doocription		
MATT  ANDERSON	ONSlTJ;!	NET  30  DAYS	000371	2699  LWR BLVl'.I  SOllTH- FRUITVILLE  TO  S V		
1,lne	Qty Ordered	UOMItem/Description	Job - Sq/Div/Cost  Cod e	Unit 11:dce	Ext Amt		

Although  not &ttachod to t h in pu·rchaoo  order,  it is acknowledge<\  and
undorotood  that  the plans,  opeciCic•tiona  &  addonde  prepared for  t h is
project by  the  ownor  and/or e ngineer referred to in this agreemont  are

a  part of  thie p urch ase ordor and  Curther  that  the materi al  supplier
i o  required  to adharo  t o  and  perform h is work i n  compliance wi th nll

e.spects of thooo  documents.

tDrRECT  MATERIAl,  PU/lClll\Sli! J

10	1.00	ee	p •9	< 1 0'				2699/41.0/STR• PR	1,190 .000	J,.1.90 .00	
				lnc.  top &  5130	C,came	a n d	grate o tr II  3 08			
20	39.00	811	p - 5	<: l()t	[bottom only]			2699/'110/STR- PR	672. 000	26,208.00	
				structure fll.03 ,	1 0 4 ,	105,	10 6 ,  107 ,  108,  109,  110 .	111,  112,  3 00 ,		
				101,  302,  303 ,  311,  312,  JJ.3,  400,  401,  405,  500,  501,  600,  601,  602,	
				603,  700A,  702,	7 04,	706,	707,  709,  7ll,  712,  713 ,   71':I.,  717,  800,		
				801							
30	1.00	aa	p - 5	>10'	( botto,n only]			H99/UO/S'!'R- PR	J. , 276, 000	1 , 276.00	
				Structure# 60 6						
40	19.00	ea	p - 6	<10 .	[b ottom o nly]			~699/ 410/STR- PR	672. 000	12,768.00	
atructure II  l.01, 3 0G,402 , 403 , 502, S03 ,71S,716 , 718 , ? 19, 802 , 803 , 805,806

807 , 900,901,406,BOSA

50	7.00

60	3.0 0

♦8	J -5	<10'	(bot to,n  only]	2699/1 ].0/S'rR- PR	1,698.000	11 , 886. 00	
		Stru cture  ff  705,?0J,708 , 605 , 306,309,  102			
DO.	J - 5	>10'	(bottom only]	2699/410/STR• PR	2, 447 .000	'1,341,00	

Structura  ij 307,604 , 710

?O	, . oo   oa     J-6  <10'   [bo ttom only]	2699/UO/.!ITR•PR	1,582.000	6,328.00

P,O ,  #1  2699 - 0001
DIRECT MATERIAL PURCHASE

0?/13/1B
OWNER: Lakewood Ranch Steward ship District

1/050 :	,.

			P\/RCHASB   0  R  O  J;J    R							
To:	63630				Ship  To:					
OLDCASTLE  PREC,,ST,	INC.			WOODRDUF  j    SON$,  INC   FLORIDA		
				l,lRUJ;'/.'VILU:  RD  TO  sou·rn VILLAGE		
2HO  PONDE:LLA  ROJl'\D						
CAPE  CORAL,  VL   33909			LAKEWOOD  RANCH,   llL   342 40			
									
A'l"rN:  BOB  SIMON!				ATTN:						
-----	-- ---------------------------------------------------------		Oolivor  To	·------------------------			·----	•--------------	--~---		
Ship Viii			Refere:nce						
beat method		job site	atorm otructuree	(drnpJ				
Buyer	r,.o.a.	l'errn.e	Accou.nt Nwtlber		Jobff	Desc ription		
W,/.t'T  J\NDERSON	OHSITi	Nll!'l: 30  DAYS	000371		2699	LWR  BLVD  SOU'l'H- ~RUITVILLE  TO  S  V		
--------------------------------			~~------------------------------------------------------------------	Job - P.q/Div/Cost	Coda	unit: Price		······---------------		
Line	Oty  Ordored   UOM    Itam/Doacri ption					&xt /\JIit		

······-·~---------------·········-·-----·-········-·········~~----········~--~-----------··········~-------------·-······

80	2.00	ea	
go	8 . 00	aa	
100	4 ,00	eu	
110	9.00   ...	
120	2. 00	iia	
130	7.00	ee	
14 0	2. 00	ea	
150	6,00	""	
160	2.00	ea	
170	3 . 00	aa	

Structuro #30S,700,701,310

J - 6  >10'	(bottom  only)	2699/410/:l'rR-PR	2,360.000	4,720.00	
structure #100,804				
C  <10'  Inc  #6210  Grate	2699/410/STR• PR	670 ,000	S ,360.00	
Strcucture  fl  os-200, OS- 201 ., OS-202 , 09 - 502, OS - 503, 0B-350 , 08 - 351 , 0S- 404		
C  Modify  c.s  H6606-Ptd Grata	2699/4 10/STR- PR	825.000	3,3 00.00	
St ructure  ncs-300,CS-6 00 ,CS-700,  08• 500			
3/16••  Glass  S kimmer  C  Modif'y	2699/410/STR - PR	SQS.000	S,265.oo	
(3)  E~.  Structure  #CS- 300,600,700			
C 80Sli  <10'  Inc  Top  Slab	2699/410/STR-PR	?13.0QO	1,426 .00	
Structure ffOS - 506,08 -507				
D <10 1 tnc	»6607-Ptd  Grate	2699/41.0/!l'l'R- PR	1,153 , 000	8,071.00	
Structure  0S01A,013• 508,0S -3 01,0S- 300,0S · 402,0S- i103,0S - 401		
D  MODUY C.S.  I:nc  t,6 607  Grote	2699/HO /l:ITR- PR	1,583.000	J , J.66.00	
Structure  ff CB • lOO,CS-500				
3/16"  Glass Skimmer  D Modify	269~/410/STR• PR	ses.ooo	3,510 .0 0	
Structuro  #CB- 100,500				
E  <10'  Inc  #6300  orate	2699/UO/STR- PR	1,639.000	3,278.00	
StJ:'uc t\lr&  IIOS-303 ,OS · J0 4				
Ii  <10 1		2 6!19/410/S'!l!- PR	2,sso. 000	7,GS0.00	

Struc ture  ttoS- 305  [l)  Std  •a•  #6305  Grate,   [4 - Grate  "H"  Str.  Por  Go•

Pi.PO  OS  307,0S-97  121   6300  Gratea]

180	2 .uo   ....	11, 10 1   Inc ffGJDS  Grate	2 699/UO/STR -P R	2 ,9 52.000	5 ,904.0 0

P.O.  #:  2699-0001
DIRECT MATERIAL PURCHASE

OWNER: Lakewood Ranch Stewardship District			Oa.te:	07/13/18		
						
			Page:	3		
PURCHA;SI!:	0  R  D E  R					
To:  63630	Ship To:					
OLDCAS'f Lll:   .PRECAST,  INC,	WOOORUPF  ~ SONS,	INC	FLORIDA			
2140  POHDELLA  ROAD	FR'OlTVlLLR  RD  TO  SOOTH  VILLAGE		
						
CAPE  CORAL,  PL   33909	LAKEWOOD  RMICH,	PL	34240			
A"ETN:  llOB  SIMONS	AT1'f'!:					

Ship Via		Dalivar To	RoforenQe				
best method		job oite	storm atructu.-oo	( dmp)		
Buyer	l?,0,8,	Tar,nQ	Account Nurnber	Job#	Doocription	
MATT  1.NOERSO!i	ONSITB	NET  30  DAYS	000371	2699  LWR  BLVD  SOUTR- IIRUITVILtE  '1'0  8  V	
LineQty Ordered	UOM   ltom/Description	Job- 6q/Div/Coet  Code	Unit	Pr.lQt'I	Ext Amt	
m•••••••••••••••••••a•••••••ao~••••••••••••••••••••••••••~•~••~•••••••••••••••••••~~••••••••••••••••••••••••••••••••••••

Structure 1109•306, OS- 96

HO	5.00	08	I' • ?	<1 0'  Inc  #170 • E  "Stlll"	R/C	2699/410/STR • PR	978.000	4,890.00	
				Structu,:o  U&m -505, MH - 504 , Mll •701., ldH- 500, MH -803			
200	2 .00	011	P-7	>10'	Inc 11170 - 6   •st.m•	R/C	2699/410/STR- PR	1 , 567.000	3,134.00	
				structure ffldli-60D,MR- lOO				
21 0	10,00	ea	J-7	<10'	Inc  11170 -E  "Stmtt  R/C	2699/410/S'l'R• f>R	2,154.000	21,540.00	
				Structure  ffMH - 502, MH - 801, Mll - 802, 08-302, OS - 702, l•Dl - 300, M!t- S06		
				Ml1°S0J,OS0   701,0S-703					
220	5, 00	011	J-?	>10'	!nc  ffl70 • E  •stm"	R/C	2699/ 410/STR- PR	4,165 .000	20,8:JS.OO	
				Structu.-o  #MH -500 , MH - 501, Mll - 700, OS - 308, 08-309,	[308&309  lMdc 10'		
				Dia.  in Multiple  Sectionul				
230	1.00	ea	J - 8	< 10'	[J,2. s• x 4 ' x8 "J		2699/410/!ltR -PR	5, 400, 000	5 ,400.00	
				Ina  11170- E  "St-m.11   R/Covor				
				Stru ctura  ·11    08 - 99					
240	l.00	CHI	J - 8	>   10'	[12. s • x 4.' xs• J		2699/110/Sl'R - PR	5,920.000	s .~20.00	
				J;n c	fll70 - Il  0  Stm*' R/Ccvur				
				Structurtt  ffOS- 98					
250	50.00	B<l	p . 5	tape	P/G  5160		2699/410/STR- l'R	1 , 178 , 000	58,900.00	
260	25,00	on	P - 6'	topn	F/G  5160		2699/410/S'l'li•PR	l., 525. 000	38,125 .00	

Totol.	277,381.00

DIRECT MATERIAL	PURCHASE				
OWNER: Lakewood Ranch Stewardship District	P.O.  »:  2699-0003		
				
		Oete,	07/12/l.8		
		Page,	l		

P  URCRASB	0  R  D  B  R

To:	23948				Ship	TOI				
COUNTY  MJ\TJ;;R~ALS	CORPORl\TION			WOODRUFF  &	SONS,  I NC   PLORlDA		
PO	BOX  435				FRUlTVU,LJ;;  RD  TO  sou1·a VILLAGE		
										
ASTATULA,  FL   3 4705-0435			IuUCSWOOO  RAllCll,  l!'L	J ◄ 2~0		
ATTN:  J. Smi th				ATTN,	FOREMAN			
Ship  Via		ooliver To	Referance				
BEST 1'fllTHOD		JOB  BUE		RCP  STORM PIPE  (DMPJ			
Buy or	P . O.B.	Terms		Account  Number	Job~	Donoriptio n		
t!ATT  /\NDERSON	ONSITB	NE'J'  3 0	DAYS			2699  LWR  BLVD  S001"8- FRtrlTVTr.t,E TO  S  V		
-- -- ···-------------------------------		-----~--	··---------	---------------------------		------------------------------------	·		
L:l.no	Qty Ordered	UOM  Itom/Deocription		Job- eq/Oiv/Cost  Code	unit Price	8xt Amt		

••••••••a••••••••••••••••••••••••••••••••••••••••••••••••••aa■ a•••••••••••••~~R~~~~•~••••••••••••••••••••••~-•~••••••••••
Although  not attach ed  to  thiu purchase order,  .l,t is acknowlodgod  and

und erstood that  t h e  plM8,  apecifioations  &  addunda  prepared  for  this

projoct by  the owner  end/or angincor  roferred  to in this agruoment  ar•
a  part of  this purohao•  order and  f urther  that t ho  ,natorh.l  supplier
is required  t o  adhe.re  to and perform  hill work  in oomplienca with ..11

aopects  of  these  documantu.

			lDIRf.CT  ij~TERll\L  PIJRCHA8B]				
10	2,950.00	LIi	10 11     RCP  Clas e  III w/gukec	2699/410/STORlS	16.050	47,508,00	
20	4, 62 4 .00	Ttli'	24 "  RCB  Clase  III w/gaokot	2699/4l0/STORJ6	24,450	llJ,056.00	
30	1 , 752.00	LF	30 "  RCP  ClllBS  Ill w/gaakot	2699/410/STOR36	34 .730	60,845.96	
4 0	1,.928.00	Lf'	3611  RCP  claaa  III w/gaakat	.!699/H0/GTOR36	48. 530	93,565.84	
50	L,064 . 00	tF	t 2 .,  RCP  Chan  III w/gaeket	ZG 99/4t0/ll'l'OR4 8	60 . 53 0	112 , 827.92	
60	1,984.00	LI!'	48 "  RCP  Claao  IU w/gaekot	2699/410/STOR48	76.580	151 , ~34-72	
70	760.00	fol'	6 0"  Rc.P  Claes  III w/9anket	2699/UO/S'L'OR60	116.850	88, 806.00	
80	280.00	LI'	14 ••x23 • ERCl>  Clnea  III w/ga11kct	2699/4l0/L0l'IH19	24.600	6,81.18.00	
90	26~.oo	I,1/	l9•x30"ER~P  Claeo  III 1'1/gaok•t	2699/410/LOWIU9	39.900	10,533.60	
100	48.00	LIi	29"X4 S•IJ!;RCP  Claoe  III w/gneket	2699/410/tOVIH34	80.600	3,868 . 80	
110	1.00	BJ\	36•1  W ilS  4,l('-Pieceel  GoodBell	i699/410/S'!OR36	l.,127.460	1 , 127.4 6	
120	2.00	EA	42 "  MllO  4 : l( 2 Piecea)  GoodBell	?.699/410/ST0n48	1,4 21.580	2, 84 :?. .16	

DIRECT MATERIAL PURCHASE	P.O.  U: 2699 - 0003		
				
OWNER: Lakewood Ranch Stewardship District	Dato:	07/12/18		
				
	Paga:	2		
PUR C  HASE	0  R  D  E  R			
:ro,  23948	Ship To,			
COUNTY  MATERIALS  CORPORATION	WOODRUFF  &  SONS,   INCFLORIDA			
				
PO  BOX  435	FRUITVILLS  R.D  TO  SO\l'J'B  V:IJ,LAOE		
ASTATULA,   FCJ    3(705- 0435	LAKEWOOD  RANCH,   FL3 4 2 4 0			
ATTN:  J ' .8111ith	ATTN:  FOREMAN			
-------------------	········	----------------·-----------------------------------	Refe't'ence	--	--------------··------	----------·		
Ship  Via		Dalivor  •ro						
BEST  1-re'J.'ROD		JOB  srri,:	RCP  STORM  PIPE	fDMP)			
Buy er	IL0.8.	T0'"1!10	Account  Number	Job i!	Description			
M."ATT  JI.NDllRSON	ONSn'B	Ntl' 30  DAYS		2699  LWR  BLVD  SOIJT!l- li'RUITVILLE  TO  S  V		
								
-----------------------·---------······---·---- ----- ----~·········- ~---~ ---------------------~------ ·- -------------------
Line	Qty Orderod   OOM    Item/Dasc&i ption	Job- Eq/Div/Coet  Coda	Unit  Price
••••••••••••••••••"••• • • •••••••••~•••••••••••••••• ••••••••••••••••••••••m•••••••••••••••••• •••••••••• ••••••••••••••••••••

130	1.00   g)\	29X45"MP.S  411(2Pieceo) GcodBall	2 693/410/LOWB3 4	1,373.040	l.,)73.04

Total

DIRECT MATERIAL PURCHASE

OWNER: Lakewood Ranch Stewardship District		P . O.  tt,  2699-0006		
				
				Data:08/06/18		
				l		
		P  V R C H  l\.  S  E	O R  D E  R			
Tot  23960		Ship  Toi			
CORE  &	WAlH,	LP	WOODRUPI'  &.   SONS,	INC   l!LORl Ol\.		
2525  -	1 2TH  STREBT ,  BLDG  2	PRUITVILLR  RD  TO  SOU1'H  VILLi\OB		
SARASOTA,   l!L	34237	LAKEWOOD  IUNCJ-1,	PL   34240		
ATTN:  JASON  MOYER	J\T'rN I   l'OREMAN			

Ship Viti.		Deliver To	Ro!orenae				
BBST  MF.TROD		JOB  SITE	PIPE&. VALVES	[DMP]		
Buyer	F.O,B.		Account  Number	Job#	Deacriptio:n	
lll\.TT  J\NDERSON	ONSITB	2\ 60-NBT  6l	014 662		2699  LWR  BLVD  SOUTH• PRUl TVILLE  TO  S  V	
Line	Qty Ordered	UOMI tem/Deacription	Job• Eq/Div/Coat  Code	unit l'rico	Ext Amt	
································••a•a=~----·-······~-RR•~-~----------D•-a••·······~-~-~-----D• ~-------·-·············----
l\.lthough not attached to  this  purchaeo order,  it is acknowledged  !lnd

understood  that  t he  plano,  specifications&.  addenda  prc,parad  for  this

proj oct by tho owner and/or eogi naor reterred to in this agr ouent are a piu·t of this purchaea order a.nd further t hat tho material aupplier
ls raqui.recl  to adhere  to and  perform hio  wor k  i n  complia.nco  with  all

Dllpocto  ot these docwnen te.

				(DIRBCT  MATF.RIJ\L  PURCHJ\SE)				
l.0	5 . 00	Ell	12"  MJ  RW  DI  av OL  WITH  ss	2699/430/WATElG	1,266.840	6,334. 20	
20	G.00	Ell	l,6 11	t,!J  BU'l'TE!RPLY  VALVE  OL	2699/430/WATElG	1,497.8S0	8,987.10	
30	2.00	Ell	8 11	MJ  RW  DI  av oi:.  WITH  SB	2 6 9 9 I 4 3 0 / WA'r!UO	6•1 i.060	1,284 .12	
40	6.00	Ell	FIRE  HYDRN1T  S. 2$  4' -0"  Hll'R'l	2699/430/U\'OIWI	J. . HS. 000	8,670.00	
50	2,940 . 00   LT-'	16"	C900  DR  ;u  PVC  BJ,UE	2699/430/WATBlG	25.850	75,~99.00	
60	680 .00	LI'	18 "  DIPS  DR  11  PIPE  J!LU!l	2699/ 430/WATIU6	62 . 380	42,08.40	
'/0	600.00	LP	12"  C900  PVC  DR  18 JlLUE	2699/430/WATll:16	).4 , 420	8,652 . 00	
80	140.00	LP	B"  C900  PVC  DR  18  BLUE	2699/4 30/WATElO	G.800	952.00	
90	200.00	LF	G"  C900  PVC  DR  18  BLU E	2699/430/WATEOG	J.e6o	772.00	
LOO	220.00	L !!	12 11    C900  DR  25  GR•;EN	2699/44 0/PORC16	J.0. 500	2,310.00	
l.lO	660.00	LP	16'1  C900  DR  18  PVC  GllEEN	2699/ 440/l'ORClG	2 6. 190	1'/,285. 4 0	
120	100 . 00	LP	18"  C900  0~  18  PVC GREEN	2699/UO/t'ORC24	33.290	3,329.00	

DIRECT MATERIAL PURCHASE

OWNER: Lakewood Ranch Stewardship District

P	U  R  C  H  A	S	E	0	R	D	E	R	

P.O.	#:	2699-0006	
Date:		08/06/18	
Page:		2	

To:	23960		
CORE	&	MAIN,	LP	
2525	-	12TH	STREET,	
SARASOTA,   FL	34237	

BLDG

2

Ship  To:						
WOODRUFF	&	SONS,	INC		FLORIDA	
FRUITVILLE	RD  TO	SOUTH	VILLAGE	
LAKEWOOD	RANCH,	FL	34240	

ATTN:	JASON  MOYER

Ship	Via		
BEST	METHOD		
Buyer	F.O.B.	
MATT	ANDERSON	ONSITE	

Deliver	To		
JOB  SITE			
Terms			
2%  60-NET	61	

ATTN:	FOREMAN

Reference

PIPE  &  VALVES   [DMP]

Account	Number	Job#	Description				
014662		2699	LWR  BLVD  SOUTH-FRUITVILLE	TO	S	V	

Line	Qty  Ordered   UOM    Item/Description

Job-Eq/Div/Cost	Code	Unit	Price	Ext	Amt	

130

140

150

40.00	LF	6"	C900	DR	25	PVC	GREEN			
100.00	LF	8"	C900	DR	25	PVC	PIPE	GREEN	
1,106.00	LF	10"	PVC	SDR	26	SWR	GREEN	14'	

2699/440/FORC06

2699/440/FORC06

2699/420/SANil0

2.	830	113,20	
4.610	461.00	
7,050	7,797.30	
Total	185,364.72	

DIRECT MATERIAL PURCHASE

OWNER: Lakewood Ranch Stewardship District			P.O.  #:	2699 • 0008		
						
			Oatei	OB/31/18		
			Pages	1		
P  U  RCHI\Sl!	0  R  D  E  R					
•ro:  636JO	Ship To:					
OLDCIISTLE  INFRASTRUCTURE,  INC.	WOODRUFF~  SONS,	INC	FLORID/\			
21 40  PPNDELLI\  ROAD	PIU.ll'l'V;J;LLE  RD  TO  SOUl'I!  VtLLAOE		
CAPE  CORAL,  PL   33909	LAKEWOOD  RANCH,	PL	J q240			
ATTN:  BOB  SIMONE	ATTN:  ll'OREMAN					

Ship Viit	Deliver To	Reference	
DEST  MEl'HOD	JOB  StTP.	SANITARY  STRUCTURES  [DMP I	

Buyer	P,O,B.	Tei:mu	Aocount  Number	Job#	ooooription	
MATT  ANDERSON	ONSITB	Nl>T  30  DT,YS	000371		2699  LWR  BLVD  SOUTB-PRUtTVILLE  TO  S  V	
Li ne	Qty  Ordered	UOMItem/Description	Job- Eq/Div/Cost Codo	unit PrJ.e o	Ext  lunt	
•••••• • ••••~• •••••••• ••••••• ••••••••••a••a•••~:a a•••• •••• ••••••••••••~~~~~••••~~••••••••••••••••••••m•a••••••••~•••••~~•-
Although  n ot attoohad  t0  thit1  purchase order,  it is acknowlodgod ~nd

understood that  the plans,  specificotio~o  &  addenda  p r epared  for  this
proj act by  the  ownor  aud/ or engineer referred to in  this  agrel'lmtmt  ar•
a  pa r t  of  thh pu'{chaea  order  and  furthe r  that  tho  mo.to:i;ial  supplier
is required  to adboro  t o  o_nd  porf or,n  hie work in complia.nce  with  nll

11.opocto  of  t.hoo ci  docwnente .

				(DIRECT  WITERIJ\l,  PORCllASF. ]			
10	l.00	F.11	4'	MH  DOG  HOUSE	2699/420/bWjH04	1,865.000	1,865.00	
				J:NCLUDES  PRECAST  INVBRT  INTt::RIOR  /  EXTBn.tOR  CS  55  USPl?O  RINQ  &  COVJi;R	
				#l-  6'-8'				
20	2.00	BA	i '	MANHOLP.	2699/42 0/I-Wffi04	1,950.000	3,900.00	
				t NCLtiDl!S  l'JlllCAS'l'  I NVER'l'  INTERIOR/  F.XTERIOR  cs~s USP170  RitlQ  &  COVER	
				#  2  "  J ,	6' • 10'			
30	1.00	t::A	51	MANHOLE	2 699/4 20/MANH06	4, 960 . 000	4 , 950 . 00	
				INTBRIOR  IIGRU  LtNSD  t::X'l'ERIOR  CS5S,  US1'  170  RI NG &  COVER		
				lls,  1 0 · - 12•			
4 0	1.00	El\	5'	M/\NKOLI'!	2699/17.0/M11NH 04	6,133.000	6,133.00	
				l\.GRU  LINDO ,  CS55  ON  Tlili!  OUTSIDE,  ti9 P  170  JUNG  AND			
				COVBR  INCLUDES  2  90  DEGRES  DROPS			

------- ----- --

Total	16,85 8.00

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Proposal/Work Authorization

DMK Associates

School Avenue

Roadway Planning, Engineering, Land Surveying,

Utility and Permitting Services

Work Authorization

------

,

2018

Lakewood Ranch Stewardship District
12051 Corporate Boulevard

Orlando, Florida 32817

Subject:

Work Authorization

Lakewood Ranch Stewardship District

Dear Chairman, Board of Supervisors:					
DMK Associates, Inc. (the "Engineer")	is pleased to submit this work authorization	to provide		
			We will		
professional services for the Lakewood Ranch Stewardship District (the "District").				
provide these services pursuant to the terms of our cmTent agreement dated November	10, 2016		
(the "Master Agreement") as follows:					

I.

Scope

of

Work

The District will engage the services of the Engineer to provide planning,  engineering,	land		
			
surveying, utility and permitting services relative to the School A venue project, all as set forth in		
more detail in Exhibit A, which is attached hereto and incorporated herein by this reference (the		
"Services').			

II.	Fees

The District will compensate the Engineer in the amounts set forth in accordance with the terms of the Agreement.

Exhibit  A,

and

m

This  Work  Authorization,  together  with  the  Master  Agreement,  represents  the  entire		
understanding between the  District and Engineer with regard to  the  referenced  services  and		
supersedes  any  previously  executed  proposal  or  agreement  related  to  the  provision  of such		
services.  If you wish to accept this Work Authorization,	please sign where indicated and return		
			
to our office.  Thank you for the opportunity to be	of service.		
APPROVED AND ACCEPTED	Sincerely,		

By: ___________ Authorized Representative of Lakewood Ranch Stewardship District Date: _____________

By:-------------
DMK Associates, Inc.

	Exhibit A	
	Scope of Services	
rffl!ILANG•NLLUll■ou~VCYUAll	September 21, 2018	
■■ CCIAT ■ S		
Mr. Mike Blackrlck, Project Manager	m ike blacknck@lakewoodranch.com	
Lakewood Ranch Stewardship District		
Schroeder - Manatee Ranch, Inc		
14400 Covenant Way		
Lakewood Ranch, FL 34202		

Subject: Proposal for Roadway Planning, Eneineerine, Land Surveying, Utility 1md Permitting Services, School Avenue, Lakewood Rnnch, Manatee County, Florida. Sec. 1 and 2, T35S., R19 E., DMK Ref. No. 15·

0270

PROJECT UNDERSTANDING

DMK understands the proposed School Avenue alienment traverses east to west from Uihlein Parkway to an established wetland adjacent to SR64 where It tra~erses northward to Intersect the State Road . Design and construction are for approximately 4,900 LF of roadway Inclusive of usoclated improvements such as necessary water distribution and sanitary collection/transmission Infrastructure. For budgeting purposes, construction is anticipated to take approximately 9 months from NTP to completion. The proposed alignment has been master planned through the LWSD and will be adopted In Its present state.

The proposed design ls for the construction of four lanes of pavement with closed drainage and a median. Landscapin11 of the median will be by others. Proposed services will Include the planning and design of utllltles to be installed during roadway construction to include an up to 10" water/fire line and 6" sanitary force main with associated Manatee County 11ft station. Services Include surveying, d esign, permit assistance, bid support services, limited services during construction and closeout services with both Manatee County, SWFWMD and the FOOT. Services further include an Intersection desi&n and permit assistance with t he FOOT for the Intersection of t he School Avenue Spur and State Road 64 as well as the Intersection of School Ave. and Uihlein

Parkway.

SCOPE ANO FEES

In accordance with our Master Agreement with the Lakewood Ranch Stewardship District, dated November 10, 2016 and using the terms, conditions, rates and standard of care as agreed, we propose to provide the following services for the fees quoted. These servkes match the tasks as outlined in your RFP:

Task 1- Poto Acquisition cmd Bnckground Infornu,tion. DMK will work diligently to obtain necessary background lnfonnatlon to establlsh the desired course for County and St11te permittlne. Such

Information is as follows:

1.	Controlling Boundary Survey Information. Foley/Kolarik.

2.	Metes and Bounds description of defined wetlands at project termlinals. Foley/Ko arik.

3.	K-8 School Plans. Schenkel Shultz Architects.

4.	Uihlein Blvd. Intersection Design. Waldrop.

5.	Adjacent subdivision deslens from Taylor Woodrow. Waldrop.

www.dmkassoc.com

fncl<wood Offlu 4515 Sou1h Aa:.., Ro•d, fngl•wood, rL S4224 • Phono (P41) 4?S.U9&• Pu (941i 474-5060 e Venic Office 421 Comm•n:ial CourtSu, il e C, Vo nl,., PL S42PZ, Phone (941) 412-129) · h • (9411412•104S

Mike Bl3ckrick, Project M3n3ger, SMR L3kewood R3nch Stew3rdship District, School Ave. Design 3nd Permitting September 21, 2018 pg.2

6.	Historic WMD permit applications and final disposition. SWFWMD.		
7.	Water and wastewater master plans. Manatee County or Stantec.			
8.	SR64 Roadway plans within the design area. FDOT Records.			
Deliverables under this sectio11 will i11c/ude appropriate memora11da a11d	evide11ce	of meetings	
information regardi11g existi11g conditions. LUMP SUM FEE: $10,500			

and

Task 2- Permit Agency Pre-Application Meetings. Using the initial drawings supplied by LWSD and			
data obtained during Task 1, DMK will schedule and attend one (1) SWFWMD preapplication			
conference to discuss drainage design principals and the basis of design for the roadway drainage.			
Based on prior conversations, it will be an objective of this meeting to establish the overall permit			
conditions that must be adhered to for construction of the proposed improvements within an existing		
master permit approval. Deliverables: Memorandum of design basis as determined by the			
regulatory agency, BUDGET HOURLY FEE: $4,600				
Task 3-Topographic Surveying. The Owner will supply DMK with all general boundary and			
topographic survey data for the generalized site. This work will be as produced by the Owners			
consultant using vertical and horizontal datum consistent with the requirements of the State of Florida		
and Manatee County. It is anticipated that additional survey data will be required in order to produce		
designs and record plats.				
DMK will use in house surveying staff to prepare a right of way survey. A topographic	survey will be		
				
performed using a combination of leveling, total station and GPS equipment to prepare a digital terrain		
network. From this data DMK will prepare cross section data at 100 ft. intervals for use in design. DMK		
will topo existing irrigation ditches and culvert crossings, as 1,•1ell as other critical areas as necessary	for		
roadway and drainage design. DMK will provide necessary wetland cross sections adjacent to	of		
roadways and discharge points. For the purposes of design, DMK will prepare an intersection right			
way plan suitable for FDOT connection permit application between the proposed roadway and SR64.		
No trees are anticipated to be located. other survey data will be secured as necessary for a complete		

design.

Deliverables:

specific purpose

topographic

su,veys,

be11ch

mark

information,

control

sheets

for

transfer

to

the design team.

Manatee

County

Right

of

Way

Map

if

required,  BUDGET HOURLY

FEE:

$24,000

Task 4- Construction Plans/Final Design. DMK will design and prepare construction	plans and detail.		
			
The plans will include all necessary drainage, grading plans, drainage piping and stormwater		
management designs and details including Best Management	Practices. No provisions for modeling by		
				
DMK are included. Construction plans will be prepared in accordance with Manatee County and		
SWFWMD requirements as necessary. County and WMD filings may be digital where applicable. DMK		
anticipates creation of oversized retention facilities to address additional development adjacent to the		
right of way. Deliverables:  Co11structio11 pla11s suitable for Ma11atee Cnunty and SWFWMD.		

l11tersection

design

plans

suitable

for

FDOT approvals.

Submittal

sets

of

plans

up

to

10 sets.

PDF

versions

of

all

submittals.

LUMP

SUM

FEE:

$96,000

Task 5 - Utility Plans, Water Distribution and Sanitary Transmission.	DMK will prepare construction		
			
plans and details for a Manatee County water line originating and terminating where instructed by the		
Owner and County. Utility plans and details will include a single water main and single force main		
pipeline with sizes specified by the owner in accordance with an approved and accepted master plan.		
The length of water line is not	anticipated to exceed 4,300 If and the length of force main is not		
anticipated to exceed 2,000 If.	DMK will prepare a standard Manatee County Lift Station design for		

Mike Blackrick, Project Manager, SMR				
Lakewood Ranch Stewardship District, School Ave. Design and Permitting				
September 21, 2018				
pg.3				
placement adjacent to the proposed K-8 school site on lands to be determined prior to completion of		
30% plans. DMK will assist the owner in working with FPL and Manatee County Utilities for the		
provision of power and potable water to the lift station site. Deliverables:	Construction plans suitable		
		water		
for Manatee County Utilities.  Application packages to Manatee County and the FDEP for d1y			
line and wastewater transmission facilities inclusive of Uft Station and Force Main Designs.	Up to		
10 sets of drawings in support of application submittals. LUMP SUM FEE: $18,000			

Task 6 -

FOOT

Connection Drawings.

DMK

will

prepare construction

drawings in

a

format

suitable

for

printing in both "C size" 24"x36" and "B size", 11"x17" sizes.

The connection drawings shall

be

suitable

for

the

intersection

at School Ave.

spur

and

SR64

and shall

include improvements

to

SR64

where lane

tapers and acceleration, deceleration lanes are required.

DMK

anticipates

the

possible

placement

of

conduit

for

future

signalization

if

required.

Deliverables:

Connection drmvings

as

needed and

suitable for filing with

FDOT.

BUDGET

HOURLY

FEE:

$9,800

Task 7 -

FOOT

Drainage.

DMK

will

prepare

stormwater

modeling in

accordance

with

FOOT

critical

stonn requirements

and

as

required

to

secure a connection and drainage permit.

Deliverables:

FDOT

stormwater calculations and modeling as required for completion

of

permit conditions.

BUDGET

HOURLY

FEE: $9,800

Task 8- FOOT Permit Processing. DMK will meet with FOOT staff to determine submittal requirements and provide supplemental infonnation as necessary to respond to Requests

for

Additional Information regarding alignment and drainage.

No

provisions

for

signalization design and

construction are included.

Deliverables: Ca/wlations, notes and information related to intersection

and	alignment

drainage design.

BUDGET

HOURLY

FEE:

$9,000

Task 9 - Environmental Services Support.

The

permit

application and

processing

will

be

performed by

the Owners designated Environmental Consultant.	DMK will assist in	the submittal process by		
		Drawings shall be limited		
providing necessary permit drawings as requested by the Consultant.			

to

those

necessary

to

make

application

to

the

SWFWMD and

FOOT.

No

ACOE

permitting is anticipated.

Deliverables: Environmental drawings in a form suitable for filing for drawings will include wetland delineations as prepared by consultant

agency approvals. in 8.5"x11" format.

Anticipated

LUMP

SUM

FEE:  $4,000

Task 10- Bid Document Assistance. DMK will prepare bid quantities in spreadsheet	format.  Using		
			
DTM information provided by survey, DMK will provide a cut/fill analysis. Average end area method		
may be used at the engineer'sdiscretion. Upon approval of the final plans, the engineer will provide		
one (1) opinion of probable cost within the bid quantities tabulation sheet. DMK will attend one (1)		
pre-bid meeting and prepare responses for up to four (4) Requests for Information to all bidders		
through	an organized bidding process. It is understood that the LRSD Engineers will prepare all		
advertisements, bid documents, technical and general specifications	for the project with the assistance		
				
of DMK.	As Engineer of Record, DMK will request the right to review all documentation prior to		
issuance	of a contract Notice to Proceed (NTP).  Deliverables: Bid Quantities, Opinion of Probable		

Cost,

responses to

RF/

for bidders, specifications review.

LUMP

SUM

FEE:

$22,000

Task

11-Project

Expenses.

Project expenses will

be

invoiced

on

a

time

and materials basis.

For

the

purposes

of

budgeting, a set amount has been established

by

the

Owner.

Deliverables: receipts upon

request.

BUDGET

EXPENSE

FEE:

$5,000

Mike Blackrick, Project Manager, SMR Lakewood Ranch Stewardship District, September 21, 2018 pg.4

School Ave. Design

and

Permitting

Task 12- Miscellaneous Sketch and Descriptions. and descriptions. For the purposesa of budgeting,

DMK survey staff will provide all necessary sketch set amount has been established by the owner.

Deliverables:

survey sketches

and

descriptions

as

needed.

BUDGET HOURLY

FEE:

$9,800

plans

plan

Task 13 - Meetings. DMK will attend all necessary meetings for necessary approvals of the	
construction	with Manatee County Public Works Department, FDEP,	SWFWMD and FOOT.  DMK	
will meet with other consultants associated with adjacent projects for the	purposes of coordination of	
design. Meeting numbers, dates and times shall be budgeted at $1,000 each with an estimated	
number of 10 throughout the project design. Deliverables:  Meeting Minutes with purpose, scope	
attendees and date.  BUDGET HOURLY FEE: $10,500					
Task 14-Traffic Analysis Review. As required, the Owner will provide a traffic analysis as prepared by	
others. Details of the traffic analysis will be providedin to DMK	a timely manner for inclusion in the	
design concepts prior to finalization of intersection designs involving tapers, acceleration and	
deceleration lane designs.  There is no work proposed under this section, requiring only plans	
coordination	with the Owners Consultant. Deliverables: Memorandum as	necessary.  BUDGET	
HOURLY FEE:	$1,500							
Task 15- Construction Plan Permit Processing. At	the appropriate time of	submittal estimated at the	
60 percent plan completion phase, DMK will prepare appropriate sections	of necessary permits with	
Manatee County, FDEP, USACOE and the SWFWMD. The Owner will pay all submittal fees and sign as	
Applicant in a timely manner. DMK will prepare all supplemental information as necessary to seek	
construction	approval and respond to up to three (3) Requests for Additional Information.	
Deliverables: Permit	application forms, supporting	infonnation submittals to Manatee County, FDEP,	
and SWFWMD. All environmental consulting work	shall be pe,formed by	others	with the exception	
ofassupport sketches	outlined in Task 6.  BUDGET HOURLY	FEE: $11,500				
Task 16 - Stormwater Pollution Prevention Plan (SWPPP).  DMK will assist	the Owner in applying for a	
SWPPP application in accordance with State requirements for a roadway construction project.	
Deliverable:	SWPPP	Application with support information for Owner execution.	BUDGET HOURLY	
FEE: $4,500								
Task 17- Landscape and Irrigation Plan Coordination.  DMK	will provide coordination services to the	
Owners Landscape and Irrigation Designer. Coordination services will include assistance with base	
plans as necessary. Services will be limited to coordination only.  No design work or plans preparation	
is proposed herein. Deliverables: Support services.  BUDGET HOURLY FEE:	$1,000	
Task 18- Street Lighting Plan Coordination.  DMK will provide coordination services to the owners	
Lighting Designer. Coordination servicesincludewill	assistance with base plans as necessary. Services	
will be limited to coordination only. No design work or plans preparation is proposed herein.	
Deliverables: Suppo1t services.  BUDGET HOURLY FEE:  $1,000				

Task 19 - Geotechnical Review. DMK will review geotechnical reports provided by the Owners Consultant. DMK will provide comments on the report as it relates to specific School Ave. design elements. Services will be limited to review, comment and coordination only. No geotechnical exploration or design services are proposed herein. Deliverables: Review, comment and coordination

services.

BUDGET

HOURLY

FEE:

$1,000

Mike	Blackrick, Project Manager, SMR					
Lakewood Ranch Stewardship District, School Ave. Design and Permitting				
September 21, 2016						
pg.5							
	Task 20- Construction Phase Services.  DMK will provide services during the construction period to	
	begin at completion of the design and permitting phase and formally begin upon the solicitation for	
	bids.  DMKweeklywill provide	observations of the construction site to assess conformance with the	
	plans and record percent completion of each pay item.  It is understood that there will be one	(1)	
	construction contract with one (1) general contractor performing construction services.  DMK will	
	attend one (1) pre construction meeting.  DMK will review up to three (3) separate shop drawing	
	submittals including drawings	and details to determine conformance with the construction drawings.	
	DMK will review the contractors pay request and provide input to	the owner.  DMK will	review test	
	and lab reports for conformance with the technical specifications.	DMK will review the	Contractors	
	record drawings which are to	be updated weekly. The contractor	is anticipated to supply Registered	
	Land Survey Certified Record Drawings at completion of the work.  Survey work will be at the		
	Contractors expense.  Upon substantial completion, DMK will make up to two (2) assessments of	
	substantial and final completion on behalf of the Owner.  DMK will prepare final, Engineers, record	
	drawings based upon	the Contractors approved submittals. Submittals will be prepared for Manatee	
	County Public Works.	For the	purposes of this proposal, this will be a single contract with single	
	Contractor pay requests submitted over a period of up to 6 months.  Submittals for pay	are anticipated	
	to be monthly.  Deliverables:	Meeting mi11utes, observation summaries, weekly observatio11	reports,	
	EOR co11solidatio11 of record drawings and submittals for final acceptance. BUDGET HOURLY	FEE:	
	$40,000						

SUMMARY

TASK 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

DESCRIPTION Data Acquisition and Background Information. Permit Agency Pre-Application Meetings. Topographic Surveying. Construction Plans/Final Design. Utility Plans, Water Distribution and Sanitary Transmission. FOOT Connection Drawings.

FOOT Drainage.

FOOT Permit Processing. Environmental Services Support. Bid documents. Project Expenses. Miscellaneous Sketch and Descriptions. Meetings. Traffic Analysis Review. Construction Plan Permit Processing. Stormwater Pollution Prevention Plan (SWPPP). landscape and Irrigation Plan Coordination.

Street lighting Plan Coordination. Geotechnical Review. Construction Phase Services. ADDITIONAL SERVICES ON REQUEST

TOTAL

BUDGET FEE $10,500 $4,600 $24,000 $96,000 $18,000 $9,800 $9,800 $9,000 $4,000 $22,000 $5,000 $9,800 $10,500 $1,500 $11,500 $4,500 $1,000 $1,000 $1,000 $40,000 TBD $293,500

Mike Blackrlck, Project Manager, SMR
Lakewood Ranch Stewnrd!lhip District, School Ave. Design ond Permitting September 21, 201 B
pg. 6

The fees quoted for each individual task have been esti mated. Should the Lump Sum or nme and Materials method be used to assess progress and percentage of completion, DMK reserves the right to move, adjust or shift budgeted funds from one Task to another as necessary to complete all tasks within the overall project

budget.

This fee is for the work specifically described above. No other tasks arc proposed. Should Task deliverables require revisions, additions or modifications, DMK w ill recommend necessary associated changes within the scope and f ee and request approvals accordlngly. A provision has been made for additional services as may be requested from time to time.

The Scope of Services as described In each Task shall be referred to 11s "Basic Services." Should "Addltional Services" be request ed or required, DMK Associates wlll seek authorization prior to incurring char11es.

Fees proposed have been established from hourly rates as agreed upon within DMK's Master Agreement with the Lakewood Ranch Stewardship District. Should t his proposal be acceptable and approved with respect to the Basic Services, Deliverables and Fees as proposed, we anticipate that a work authorization will be prepared by the District to work within th!! Master Aireement.

We look forward to work in& with the Lakewood Ranch Stewardship District Engineers and Management Staff on this Important School Avenue project for growth of the Lakewood Ranch Community.

Respectfully Submitted,

DMK ASSOCIATES, INC.

Karl W. Kokomoor

President

Attachments:

1.	DMK Master Agreement with the Lakewood Ranch stewardship District dated November 10, 2015