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.	
LAI<EWOOD RANCH	SchroederManatee-	Ranch, Inc.	
STEWARDSHIP DISTRICT	14400 Covenant Way	
	Lakewood Ranch, FL  34202	

For those unable to attend in person, the call -in information for the meeting is as fo llows:

Number: 1-866-546-3377 Passcode: 218802

BOARD OF SUPERVISORS MEETING AGENDA

Call to Order/ Roll Call
•	Public Comment Period /jar 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 Mattet·s Relative to the Isles of Lakewood Ranch Project

A.	Public hearing on tho Imposition of Special Assessments o Public Comments and Testimony

	o   Board Comments

B.	Considemtion of Resolution 2019-01, Levying Master Special Assessments

3.	Consideration of Supplement to MBS luvestment Banking Agreement

4.	Consideration of Amended and Restated Disclosure of Public Financing (provided under separate cove,)

5.	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 Conh·act

6.	Consideration of Bid Award for Waterside East-West Transmission Mains

A.	Award Recommendation Letter and Bid Tabulation

B.	Resolution 2019-03, Award of Contract

7.	Consideration of Bid Award for White Eagle Boulevard, Phase Vat Lakewood Ranch
A.	Award Recommendation Letter and Bid Tabulation

Financial Matters

8.	Draw Requests (provided under separate cove,~

9.	Compilation Report

Other Business

10.	Staff Reports
o	Manager's Report
o	Attorney's Report

o	Engineer's Report

■

Specific Authorization No. 104

Stantec
General District Engineering Services
(Fiscal Year 2018-2019)

■

■

■

■

■

Specific Authorization No. 105					
Stantec						
Services Associates with Lakewood Ranch Stewardship District		
Waterside Village Signage					
Change Order No. 59	Under Specific Authorization	No. 80		
				
Stantec		Analysis				
Northeast Sector Roadway/ Intersection					
					
Change Order No. 60	Under Specific Authorization	No. 91		
Stantec			Project		
East-West Force Main and Water Main Extension			
				
Change Order No. 61	Under Specific Authorization	No. 69		
Stantec				to Bourneside		
The Masters Avenue Extension East (Players Drive			
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. _ (provided under separate	cover)		
			
Woodruff & Sons, Inc.			
Lakewood Ranch Boulevard South			

■

Work Authorization

DMK Associates

School A venue
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	DISTRICT STAFF			
				
Rex Jensen	Chairman	District Manager	Hank Fishkind		
Tony Chiofalo	Vice Chairman/ Asst. Secretary	District Counsel	Jonathan Johnson		
Scott Almand	Treasurer	District Engineer	Mike Kennedy		
Jim Schier	Assistant Secretary				
Richard Bedford	Assistant Secretary	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 advancemeetingofthe.	scheduled	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		
		from members of the public in attendance, if any.		
proper notice states otherwise.  Each meeting will begin by inviting comments			
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 financial 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		
		specific  item being		
				items  and  invite public  comment  on the			
will  announce  the  opening	of the  Public Hearing  on these  agenda				
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		
	is	asked	to  advise	the	District	Office		at  least	forty-eight  (48)  hours  before  the		
meeting/hearing/workshop	of  the  Board											
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

Jim Schier

Scott Almand

Richard Bedford

Board

Board

Board

Board

Member

Member

Member

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 HGS MBS Stantec SMR SMR SMR SMR Toll Brothers

(by

phone)

FIRST ORDER OF BUSINESS

Call to

Order

and

Roll Call

Ms. Gaarlandt called the meeting attendance are as outlined above.

to

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 the

questions or comments.

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	Supervisors of		
				approved  the  minutes	of	the	August	3,	2018  Special		
the  Lakewood  Ranch  Stewardship  District								
			of Supervisors Meetings, and		
Meeting, the August 10, 2018 Auditor	Selection Committee and Board			
									
the August 29, 2018 Continued	Board of Supervisors Meeting.											
																
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  cunent		
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		
	FY 2019 Regular		
the Lakewood Ranch Stewardship District approved Resolution	2018-26, Adopting			
											
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		
					Benefit	from  the		
					Size,  the  Special				
Plan,  the  Engineer's  Cost	Estimate,  the  Estimated  Bond					
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 MOTION by Mr. Schier,	seconded by Mr. Bedford,	with all in favor, the Board	of Supervisors of		

the Lakewood Ranch Stewardship District approved Resolution 2018-28, Setting a Public Hearing on		
the Imposition of Special Assessments for October 12, 2018 at 9:00 a.m. at the cunent	location.		

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 the issuance	of the		
			
Phase IA Series 2018 Bonds.				
On MOTION by Mr. Almand, seconded by Mr. Schier, with allfavor,in	the Board		
the Lakewood Ranch Stewardship District approved Resolution 2018-29, Ratifying		
Sector Phase IA Series 2018 Bonds.				

Northeast Sector

of Supervisors of

Sale of Northeast

SIXTH

ORDER

OF

BUSINESS

Consideration	of	Agreements		for		
						
Landscape  and	Irrigation  Installation		
Services  and  Materials  (Uihlein	Road		
from	Lakewood	National  to  44	th		Ave.		
							
East Project)							
A.  Altec  Lakes  &  Natural  Areas,		
	Inc.							
B.	SMR Farms, LLC			Inc.		
C.	Irrigation Design Associates,			

Mr.	Lawman	presented	the		
					
amount of $33,727.75.			

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 allfavor,in		
			
the Lakewood Ranch Stewardship District approved the Agreement with		

the SMR

Board of Supervisors

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, with all in favor, the Board	of Supervisors of	
the Lakewood Ranch Stewardship District approved the Agreement with Irrigation Design Associates,	
Inc.		

SEVENTH

ORDER OF BUSINESS

Financial Matters

Draw

Requests & Requisitions

Mr. Almand presented for the Board's Consideration:
Requisition

Del Webb -

List for Draw No. 13 for Series 2017 A Bond

On MOTION by Mr. Schier, seconded by Mr. Bedford, with allfavor,in the Lakewood Ranch Stewardship District approved Draw No. 13, Del

the Webb

Board
- Series

of Supervisors

2017 A Bond.

of

3

Requisition  List  for  Draw	No.	44  for		
				
Lakewood Centre North- Series 2015 A		

On MOTION by Mr. the Lakewood Ranch 2015 A

Schier, seconded by Stewardship District

Mr. Bedford, with all in favor, the Board	of		
			
approved Draw No. 44	for Lakewood	Centre		

Supervisors of

North - Series

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

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

of

Requisition List No. 2
Northeast Sector Phase lA

Series 2018 Bond

On MOTION by Mr. the Lakewood Ranch IA

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	Ranch South		
The Villages of Lakewood			
			
- Pre-Funding			

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

Requisition List for Draw No. 32		
The Villages of Lakewood	Ranch South		
			
- Series 2016 A Bond			

On MOTION by Mr. Schier, seconded by Mr.	Bedford, with all in favor,	
the  Lakewood Ranch  Stewardship District approved Draw No.  32 for	
Ranch South   Series 2016 A.		

the Board of
The Villages

Supervisors of
of Lakewood

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

Compilation Report

Staff Reports

Manager's

Report-

No Report

Attorney's

Report-

No

Report

4

Engineer's Report -

Mr.

Kennedy

presented

for

the

Board Approval:

Change  Order	No.	58 Under	Specific		
						
Authorization No. 48					
Stantec	of	Lakewood	Ranch	-		
Villages						
							
Lakewood Ranch Boulevard				
(Corp Park to (1-75	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	of	Lakewood	Ranch	-		
Villages						
							
Lorraine Road			to	Villages	at		
(University	Parkway					
			Boundary)		
Lakewood		Ranch	South			
Project										

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

Schier, with allfavor,in approved Change

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 Mr. Bedford,	with		
			
the Lakewood Ranch Stewardship District approved Change		
South.			

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 in favor, the Change 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		
			
the Lakewood Ranch Stewardship District		
Drive Landscape Construction.			

Mr. Bedford, with all in favor, approved Change Order No.

the Board of Supervisors of

1,  SMR Farms, LLC, Deer

Mr.

Kennedy

presented

for

the

Board's Approval:

Change Order No. 5		Inc.		
Frederick Derr & Company,			
			
The Masters Avenue Ext to Bourneside		
Blvd	Berm and		
Modification to Headwall,			
				
Swale				

On MOTION by Mr. Almand,	seconded by Mr. Bedford,	with all in favor, the Board	of Supervisors of		
					
			Frederick	Derr & Company,		
		District approved Change Order No. 5,				
the Lakewood Ranch Stewardship					

Inc.								

Mr. Simons

presented

for

the

Board's Approval:

Change Order No. 6					
Ryangolf Corporation		Pkwy		
Uihlein	Rd	&	Rangeland			
						
Improvements			Parkway		
lB	for	Rangeland			
						
Underdrain Type II and Clean Out		

On MOTION

the Lakewood

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

of

Change Order No. 7					
Ryangolf Corporation		Pkwy		
Uihlein	Rd	&	Rangeland			
						
Improvements			Parkway		
lB	for	Rangeland			
						
Underdrain Materials and Tax Credit		

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

of

Work Authorization	Services		
Driggers	Engineering			
				
Incorporated			
Bourneside  Blvd.  North  Phase  II  and		
Intersection	of  SR  64  an  Bourneside		
Blvd.				
Materials Testing			

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

and Uihlein Services for

On the

MOTION

Lakewood

by Mr. Ranch

Almand, seconded by Mr. Bedford, with allfavor,in Stewardship District approved Work Authorization,

the Board of Supervisors

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 by Mr. Schier, with all in favor, the Board Lakewood Ranch Stewardship District moved to adjourn the September 7, 2018

of Supervisors meeting.

of

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

SARASOTA

S.S.

STATE

OF

FLORIDA

Before the undersigned authority personally appeared Adella Roberts who		
on oath says that he/she is Publisher's	Representative of the Business Observer	a		
				
		Sarasota County, Florida; that the attached		
weekly newspaper publishedSarasota,at				
copy of advertisement,								
being a Notice of Public Meeting							
in the matterHearingofPublic	at 9:00	AM on October	12, 2018			
						
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 Sarasota, Sarasota County, Florida, and that said newspaper has			
heretoforecontinuouslybeen	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 seeming		
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

Nota~

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~b!tB::N~terA,,uiment1,J:dhcx/ologyl!qx>iti/ftht~Rtzn('h •, •.. •.·:
<.•,:; ·•· :, $ttilxirti,/,ipDi8trictJ,l,.~JLakirilood.Jy,nch,aakd$tpkniber7,201B

.	.   .

-

,1~

0028808

Serial Number

18-01324M

U I server

Published Weekly
Manatee, Manatee County, Florida

COUNTY

OF

MANATEE

S.S.

ST

ATE

OF

FLORIDA

Before the undersigned authority personally appeared Adella Roberts who	
on oath says that he/she is Publisher's Representative of the Business Observer a	
weekly newspaperat published	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

of9/21/2018,

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 precedingfirst the	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.

,i~•w,,,	
J!A·····qf<A.	
~-1<\	/~	
~4- ..	,._.gf	
❖_//tt(')F·~\J',,,...	

Ka\hryn Kerrigan	
Commission# GG051736	
£~ires:	Dec.  20,  2020	
Bonded	thru Aaron Notary	

11

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																	_:		ana.esia),lishedpursua,it to	Chapt,r 20_05-ll38/Law	ofFlorida, is amend"4 (tlie			
																	,		'	,-	- -	· ,_	-				-·			
::~9ject;).:, _;\-:~.'--",																							~f~~ 1~~~~~reby !I~			
u~:t!t					al Lakewood Ranch, Qii!ed Sept,mber 7,	2018 (the '½ssessment												
															· orreconstrui:l,enlarge-or			
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~ < -_~e Owne~s Ofp.r9p~ftj.to	Qe HSS~ed Or:~y 001~~-.~f~:ns lll~~r~~-4.J~~:r~ ~-ay.-:	
appear before the lloa;d.	and.be heard ;,sJo. tM prppriety anil advisaliilicy.of	the'	
-~essl_l?.en~. or_ t~e Jl_l~ _6f 'th~_lx~w·~ovem~,ntsi·~~,·~s~ ,tl)el'.e()f,,tli~ tjia.p.~er:0(·"	
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' 1,2 .. -Jhi.!!~~l.utjbril}Qi!Jl~C9~~e~~tjV~uP.<;>11.i~~~~~e.	·	-"	·	'		
•P!I-SS.ED,Am) AD_Ol'l'EJ).this 'Ith day of Sept,m~er, 2018.	·			.		
----A~(							
	--.i~k£~is~ER~~6kh;~		

·,

•;~:1~~r~;~Dt~c·••·~ ~ii;if.S:ItRDS;\;•

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Mas{erAs,,e,,,mi.,,tMethodowgyl(epa_ttefth;Lczkewood/l!irJCh.·	·__	,:	

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. .	. ' - . - ;	. - -	-	. -·  - -  .	

9iltt4fep~~~t.f..-~Oll(	
.	,;i8-/,132+M	

-

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		BODIES	AND		HOMEOWNERS		
ASSOCIATIONS; MAKING PROVISIONS FOR TRANSFERS		
OF  REAL  PROPERTY  TO  GOVERNMENTAL  BODIES;		
OF						AN ASSESSMENT		
PROVIDING FOR THE RECORDING									
NOTICE; PROVIDING FOR SEVERABILITY, CONFLICTS		
AND AN EFFECTIVE DATE										
				RECITALS									
WHEREAS, the Lakewood	Ranch Stewardship District (the "District") has previously		
					improvements and to finance such		
indicated its intention to construct	certain types of infrastructure			
			assessment bonds, which bonds		
									
infrastructure improvements	through the issuance of its special			
						property within the District;		
			special assessments on benefitted			
would be repaid by the imposition	of				

and														
WHEREAS, the District Board of Supervisors (the "Board")	has noticed and conducted a		
public hearing pursuant to Chapters 170 and 197, Florida Statutes,	and Chapter 2005-338, Laws of		
		of such assessments.		
Florida, relating to the imposition, levy, collection and enforcement			
					
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF		
SUPERVISORS		OF	THE	LAKEWOODRANCH		
STEWARDSHIP DISTRICT AS FOLLOWS:							

SECTION 1.	AUTHORITY	FOR THIS RESOLUTION	.	This		

pursuant to Chapters 170 and 197, Florida Statutes, and Chapter 2005-338,		

Resolution is adopted Laws of Florida.

SECTION 2. District hereby finds

FINDINGS. The Board of Supervisors and dete1mines 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"), and the plans		
Report The Isles at Lakewood		Ranch, dated September 2018 (the "Engineer's			
									
																	Corporate Blvd., Orlando		
and specifications on file in the offices of the District Manager at 12051			
32817 and the District's local records office, located at 14400 Covenant Way, Lakewood Ranch,		
Florida 34202; (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		
		and residents.																	
of the District, its landowners																		
																								
(f)  In order to provide funds with which	to pay the costs of	the Project	which are to be		
			of such  Special		
						collection				
assessed  against  certain  of	the  benefitted	properties,  pending  the					

Assessments, it is necessary for the District from time to time to sell and issue its special assessment		
or other bonds or forms 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		
				for the Project prior to the		
							of the funds needed			
intention to issue the Bonds	to provide a portion				
												
							Resolution 2018-27 was adopted in compliance with the		
collection of	such Special Assessments.				
									13 of	Chapter 2005-338, Laws of		
requirements	of Section 170.03,		Florida Statutes, and Section				
									170.04, Florida Statutes		
								the requirements	of Section			
Florida, and prior to the time it was adopted,					
										
			had been met.											
and Section 13 of Chapter 2005-338, Laws	of Florida,												

(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

(i)  As directed by Resolution 2018-27, a preliminary assessment roll was adopted and filed		
with the Board as required by Section 170.06, Florida Statutes, and Section 13 of Chapter 2005-338,		
Laws of Florida.						
(j)  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 prope1iy 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		
						
2005-338, Laws of Florida.						

(k)  Notice of such public hearing was given by publication	and also by mail as required		
			
Section 170.07, Florida Statutes, and Section 13 of Chapter 2005-338, Laws of Florida. Affidavits		
to such publicationsmailingsand	are on file in the office of the Secretary of the Board.		

by as

(1)  On Octoberat 12, 2018,the time and place specified	in the published notice referred to in		
		as to the matters		
paragraph (k) above, the Board convened, heard any complaints and testimony			
			
described in paragraph (j) above, and met as an Equalization Board.  The Board has made such		
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 complaints and evidence presented at such public further finds and dete1mines that:

of the Project, estimates of financing costs and all hearing, the Board of Supervisors of the District

(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		
			and		
hereby adopted and approved, and that the amount of such costs is reasonable			
			
proper; and							

(ii) the set

it is reasonable, proper, just and right to assess the cost of such Project against properties specially benefitted thereby using the method determined by the Board forth in the Master Assessment Methodology Report for Lakewood Ranch

Stewardship District The Isles at Lakewood	Ranch Project Area, dated September	7,		
				
			Exhibit B and incorporated		
2018 (the "Methodology Rep01i"), attached	hereto as			
						
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		
of real property listed on said final assessment roll and that the benefit, in the case			
each such parcel, will be equal to or in excess of the Special Assessments	thereon		
				
when allocated as set forth in Exhibit B; and					

3

(iv)	it  is  hereby	declared  that,  if applicable,	certain  additional  infrastructure		
								described		
contributedownerbythe		of the lands within the Project, more particularly			
					
in the Methodology Report, shall also constitute	a special benefit to all parcels of real		
									
property 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			
						and approved		
specifically identified and described	in Exhibit A attached hereto, is hereby authorized			
						
						and directed to		
and the proper officers, employees and/or agents of the District are hereby authorized			
						
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 set

SECTION 4. ESTIMATED COST OF IMPROVEMENTS. The total estimated costs of Project and the costs to be paid by Special Assessments on all specially benefitted property are forth in Exhibits A and B, respectively.

									OFAND LEVY			
SECTION 5.  EQUALIZATION,	APPROVAL, CONFIRMATION							
											by the		
SPECIAL ASSESSMENTS.  The Special Assessments on the parcels specially benefitted			
Project, all as specified in the final assessment	roll set forth in Exhibit B,	attached hereto, are hereby		
			following the adoption of this resolution		
equalized, approved, confomed and levied.  Immediately			
							by the		
these Special Assessments as reflected in	Exhibit B, attached hereto, shall be recorded			
			Lien		
Secretary 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.  Prior to the 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		

necessary in the best interests of the District as determined by the Board by subsequent resolution.		
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			

the Special Assessments, then the District shall by subsequent resolution, adopted within sixty (60)		
days of the sale of such bonds at a publicly noticed meeting and without the need for further public		
hearing, 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		
							and		
					of Section 170.08, Florida Statutes,			
2005-338, Laws of Florida.	Pursuant to the provisions				
					a project funded	by a		
												
Section 13 of Chapter 2005-338, Laws of Florida, regarding completion of				
particular series of bonds, the District	shall credit to each Special Assessment	the difference, if any,		
				costs		
					and confirmed and	the actual			
between the Special Assessment as hereby made, approved						
							
				given for	bond		
incmred in completing the Project.	In making such credits, no credit shall be				
financing costs, capitalized	interest, funded reserves or bond discounts.  Such credits, if any, shall be		
	Lien Book. Once the final amount	of Special Assessments for the entire		
entered in the Improvement				
					mean		
		the te1m "Special Assessment" shall, with respect to each parcel,			
Project has been determined,				
					
			In the event that a landowner prepays a Special Assessment prior		
the sum of the costs of the Project.			
			the total cost of the Project are less than anticipated.		
to its finalization,shallno credit			be given if			

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		
									
					of the Project and the adoption by the Board of a		
within thirty (30) days after the completion			
							that the Board shall at any time		
resolution by the District accepting the Project; provided, however,			
			to that payment schedule as		
make such adjustments by resolution, at a noticed meeting of	the Board,			
				long and short		
may be necessary and in the best interests of	the District to account for changes in			
te1m debt as actually issued	by the District.	At any time subsequent	to thirty (30) days after the		
										
Project has been completed	and a resolution accepting the Project has been adopted by the Board, the		
							in full including interest amounts to the next succeeding		
Special Assessments	may	be prepaid			
									date if such a prepayment is made		
interest payment date	or to the second		succeeding interest payment			
											subject		
								date.  The owner of property			
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					
					
						ifthere is also paid,		
time, or a portion of the remaining balance of	the Special Assessment one time			
in addition to the prepaid principal balance	of the Special	Assessment, an amount equal to the		
interest that would otherwise	be due on such prepaid amount	on the next succeeding interest payment		
																
		during the forty-five ( 45) day period preceding such interest		
date for the Bonds, or, if	prepaid			
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 "Unif01m Method"). The District has heretofore taken, or will use its best efforts to take		
as timely required, all necessary actions to comply with the provisions	of said Sections 197 .3632 and		
					Such Special		
197.3635, Florida Statutes	and Section 13 of Chapter 2005-338, Laws of Florida.				
							
			of the collection provisions	of Chapter 197, Florida Statutes.		
Assessments may be	subject to all				

5

Notwithstanding the above, in the event the Uniform	Method		of collecting its special or non ad		
						by the District to be		
valorem assessments is not available to the District in any year, or if determined			
			
bestitsin	interest, the Special Assessments	may be collected as is otherwise permitted by law. The		
						by directly assessing landowner(s)		
District may, in its sole discretion, collect Special Assessments				
						
						by.							
and enforcing said collection in any manner authorizedlaw							
(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)	In the event that an assessment payment is not made in accordance with the schedule		
referenced	above,  such  assessment  and  any  future  scheduled  assessment  payments  shall  be		
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,					

or, at the District's discretion, collected pursuant to the Uniform Method on a future tax bill, which		
amount may include penalties, interest, and costs of collection	and enforcement.  In the event an		
					
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		
						to the		
express condition of the lien established	by this Resolution that such plats shallpresentedbe				
					of the percentage	of acres and numbers	of		
District Manager for review, approval	and calculation					
						
											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		
						of the gross		
							as 25%, 50%, 75% and 90%			
District's Improvement Lien Book; and, at such time				
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	fo1ih. Any resulting	True-Up Payment		
										
dueshall become	and payable that tax year by the landowner(	s) of record of the remaining prope1iy,		
												
in addition to the regular assessment	installment payable with respect to the remaining developable		
																			
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		
										
								Exhibit B, on the property subjecttheto	Special		
acres based on the unit numbers and types shown in				
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		
								
						or proscribes a maximum amount of		
developed.   However, no action by the District prohibits			
													
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		
			to	paragraph		
																					
application of the True-Up Methodology	to any assessment reallocation pursuantthis						
																					
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 Assessmentsupon.  Further,		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 adopted at a		
resolution shall be issued for each set of Bonds.  Such subsequent			
						of	issuance,		
noticed meeting of the District, and shall set forth the actual amounts financed, costs				
expected costs of collection, and the total amount of the assessments	pledged to that issue, which		
										
amount shall be consistent with 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. Ifat any time,		
special assessments under Florida law shall not be subjecttheto				
any real property on which Special Assessments are imposed by	this Resolution is sold or otherwise		
transfened 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		
				of Manatee County, Florida, which		
record a general Notice of Assessments in the Official Records			
shall be updated from time to time in a manner consistent	with changes in the boundaries	of the		
													
District.																									

SECTION	
invalid   declared	or	

11.	SEVERABILITY.	If any section or part 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 that such		
			upon the		
other section or part of a section of this Resolution is wholly or necessarily dependent			
			
section or part of a section so held to be invalid or unconstitutional.			
SECTION 12.  CONFLICTS.  All resolutions or parts thereof in conflict herewith are, to		
the extent	of such conflict, superseded	and repealed.						
								
SECTION 13.  EFFECTIVE DATE.  This Resolution shall become effective upon its		
adoption.								
		th	October,	2018.			
PASSED AND ADOPTED this 12  day of					
						
ATTEST:			BOARD OF SUPERVISORS OF THE		
			LAKEWOOD RANCH STEWARDSHIP		
			DISTRICT				

Secretary	Rex Jensen, Chairman					
Exhibit A:	Engineer's Report The Isles at Lakewood	Ranch, dated September 2018			
					District		
Exhibit B:	Master Assessment Methodology Report for Lakewood Ranch Stewardship			
				
	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	BANJGNG AGREEMENT		
DATED NOVEMBER	2, 2012 REGARDING	BOND lSSUANCES BY		
				
LAKEWOOD RANCH STEW ARDSHIJ> DISTRICT		

October 12, 20 18																			
Board of"Supcrvisors		ip District															
Lakewood Ranch Stewardsh																
																	
Dear Su pervisors:																			
MBS Caspital Market , LLC	("Underwriter") and the Board of Supervisors of the Lakewood	Ranch Stewardsh ip		
District ("Di	strict") entered	into an Investme	nt			g Agreement effective November 2, 2	01 2"(	Agreement")		
					Bankin	vestment	banking services	for	the  District.	The		
wherein  the	District engaged the Underwriter	to	provide  in							
purpose of thi s letter is to suppleme	nt the Agreement by specifying th	e particular planned transac	ti on currently		
				by	the		
being contemplated	by  the	District	for	wh ich such investment banking services are to  be provided				
Underwriter.																				
The District is cons	ideri ng the issuance	of	its Special Assessment Revenue Bonds (NE Sector	-  Phase	I B),		
								
Special Assessment	Revenue Bonds (NE Sector -	Cresswind	Project)	and Special Assessment Revenue Bonds		
(Northwest  Sector/Lakewood  Centre)  for		the	purpose	of	acquiring/constructing	public	infrast	ructure		
improvements  for	the  referenced  projects.	It	is	the District's	inten t to engage  th e Underwriter to provide		
investment bankin	g services	fo r this trnnsaction	.												

The scope	of	
include those	
	o	
	o	
	o	
	o	
	o	

services	lo  be provided  in a non-fiduciary capacity by the Underwriter	for	this transaction will		
listed below.										
Advice regarding the structure, timing, terms, and othcl' similar matters	concerning the particu	lar		
				
munic	ipal securities described above.			.			
Preparation of rating	strategies a	nd present ations related to the issue being underwritten				
						
Preparations for and	assistance	\.V ith  investor "road shows," if any, and	investor discussions		
relatde	to the issue being underwritte	n.			lo engage		
Advice regarding retail ordper	eriods and institutional marketing if the District decides			
					
in a negotiated sale.			the Preliminary Official Statement, ir any, and the final Official		
Assistance in the preparnlion of			
Statement.										

4890	W EST KENNEDY BlV0, SUITE 940	
	TAMPA, FLORIDA 33609	
	PIIONE: 813.281.2700	

152 LINCOLN AVENUE

W INTER P/IRK, FLORIDA 32789

PIIONE: 407.622.0130

8583 STRAW0ERRY l.ANf LONGMONr, COLORADO 80503

PHONE: 303.652.0205

1001 BR/\OF0RD WAY

KINGSTON, TENNESSEE 37763

Pt1ONE: 865.717.0303

MBS CAPITAL MARKETS, LLC

o Assistance with the closin g of the issue, including negotiation and discussion with respect to all documents, certificates, and opini ons neede fo r lhe c los ing.

o Coordination with respect lo obtaining CUS IP numbers and the registration with the Depository Trust Company.
o	Preparation of post-sale reports for the issue, if nny.

o	Structuring of refunding escrow cash flow quire ements, but not the recommendation of and brokerage of particular municipal escrow investments.

Al l other terms of the Agreement shall remain in effect , including specifically the Disclosures Concerning the Underwriter's Role Requir ed by MSRB Ruic G- 17 which is aga in being provided in Ex.hibit A hereto. By execution of this supplement to the Agreement you ore acknowledging receipt of the same.

Tupplemhiss ent to the Agreement shall be effctive upon your acceptance and shall remain in effect until such time as the financing described herein has been compl eted or the Agreement is terminated as provided in Section 3 of the Agreement.

Sincerely,

MBS Cnpital Markets, LLC

Crn::

Brett Sealy
Managing Partner

Approved	and Acceptde  By:

Title:

Date:

Tamp~, FL Winter Park, FL Longmont, co Kingston, TN

MBS CAPITAL MARKE TS, LLC

EXHIBIT A

Disclosu1·cs Concel'uing the Underwriter's Role

(i)	Munici pal Securities Rulemnking Boa rd Rule G- 17 req uires an underwriter lo dea l fairly nl nll times with

both munic ipa l issuers and in vestors;

(ii ) The Underwriter's primary role is to purclrnse securit ies wit h a view to distribution in an arm 's-length commercial tra nsacti on with the Distri ct and it has fi nancial nnd other in terests that differ from those of th e District;

(iii) Unl ike a mun icipal advisor, the Underwriter does not have a fid11 cia1y duly to the District under th e fe dera l securiti es laws and is, therefore, not required by federa l law to net in the best interests of the Distri ct without regard to its own fin ancial or other interests;

(iv) The Underwriter has a duly to purchase securiti es from the District at a fn ir and reasonable price, but 11111st balance that duty with its duty to sell mun icipa l securities lo investors at prices that are fa ir nd reasonab le;

Md

(v)	The Underwriter will review the orlicial sta tement for th e District's securities in accordance wit  h, and as

part of, its responsibi litiesi to nvestors under the feclera l securities laws, as applied lo Lh e facts and circum sta nces of the transaction.

Disclos ure Concerning th e Underwriter's Co mpensation

Underwriter's compensation that is contingen l on the closing of a transacti on or the size of a transaction presents a con llicl of interest, because it may cause the Underwriter to recommend a transact ion that ii is unnecessary or lo recom mend thnl lh e size of the transaction be larger thnn is necessary.

Conflic ts of Interes t

Payments lo or from Third Parties. There are no undi sclosed payments, va lu es, or credits lo be received by Lh e Underwriter in connection with its und erwriting or Lhi s new issue from parti es other than the District, and th ere are no undisclosed payments to be made by the Underwriter in conn ection with this new issue lo parties ot her tha n th e District (in either cnse including payments, lva ues, or credits that rclfi te directly or indirectly to co ll ateral Lrnnsuclions integrally related lo the issue being underwritten). In addition, there arc no thi rd-pa rty arrangements fo r the morketing of Lh e Distri ct's secu rities.

Profit-Sharing with Investors. There are 110 arrange ments between the Underwriter and an investor purchasin g new issue secmities from the Underwriter (including purchases that are contingent upon th e deli very by the District to th e Underwri ter of the securities) according lo wh ich profits rea li7.ed from the resale by such investor of the securities are directly or indirectly splil or otherwise shored with the Underwriter.

Credit Dcl'a ult' Swaps. There will be no issuance or purchase by Lhe Underwri ter ol' credit default swaps for which the reference is the Distri ct fo r which the Und erwri ter is servin g ns underwri ter, or an obl igation or that District.

Tampa, FL Winter Park, FL  Longmont, CO  Klng$tOn, TN

MBS CAPITAL MARKETS, LLC

Retail Order Periods. ror new issues in which there is a retail order periocl, lhe Underwriter wi ll honor such agreement to provide the rein il order period. No nllocationf o securities in fl manner thal is inconsistent with a District's requirements will be made without the District's consent. In add ition, when the Underwriter has agreed 10 un derwrite n transaction with n retail ord e period, it will take reasonable measures to ensure that rotnil clients are bona fide.

Denier Pnymcnts to Distl'icl Pc1·son11el. Reimbursements, if any, made to personnel of the District will be made in compliance with MSRB Rule G-20, on girts, gratuities, and non-cash compensation, nnd Ruic G-17, in connection with certain payments made to, and expenses re imbursed for, District personnel during th e municipal bond issuance process.

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

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Amended and Restated Disclosure of Public

Financing

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 Consulflng	Services	Inc.	
6900 Professional Parkway	East	
Sarasota	FL 34240-84 14			
Tel: (941)	907-6900				
Fox: (941) 907-6910				

September 18, 2018	
File:	215614294 240	

Via:

E-Mail

frex.lense

n

@s

mrronch.coml

Lakewood Ranch Stewardship

14400 Covenant Way

Lakewood Ranch, FL 34202

District

Attn:

Mr. Rex Jensen

Chairman of the Board

Reference:

Waterside Place Boulevard

Contract Recommendation

and

Waterside Place Park Earthwork

Dear Mr. Jensen:												
On September 14,	2018, we received and opened five bids from Lakewood	Ranch Stewardship	District's		
					
				Earthwork Project. We		
pre -qualified firms		B		Place  oulevard and	Waterside Place Pork			
									
	for the Waterside			Inc., Woodruff & Sons, Inc., E.T.		
received bids from Frederick	Derr and Company, Inc., C&M Road Builders,			
				rs a tabulation of the bids		
		Westra Construclfon Corporation. Attached			
MacKenzie of Florida, Inc.. and				
						
received.												

Woodruff & Sons, Inc. submitted provided and determined that II work on this project based on the

	.	We have reviewed	the bid package		
the lowest Bid for $981,633.29	Contractor acceptable to perform the		
ls responsive, and we	find the			
Information received.						

Therefore, we recommend that Lakewood Sons, Inc. for the total bid of $981,633.29.

Ranch

Stewardship

District

award

the

co

ntract

to Woodruff &

If you

have

any

questions

or

comments,

please

contact

our

office,

Sincerely,			
Stantec Consulting	Services Inc.		
			
~n~. ~~
District Engineer
Tel: (94 11  907-6900

E-Mail: rolk~ kennedy@staniec.com

/:;;h~~l:t

Senior Principal
Tel: (941) 907-6900
E-Mail: krls,w!lhoU@stootec,com

Enclosure				
C;	Bob Simmons,	LWR Development LLC	
	Mike Blackrlck, LWR Development	LLC	
	Roger Aman, LWR Development	LLC	
	Kathy Hom, LWR Development LLC	

Design

with

community In mind

o,11eno1e-NEG1<
V;\21~~\ac~••\?1561

	-awor~rCffVldl'\,woodMOowJIOl8091	1,doO>I		
42'4\odmln\dOCVMonll\ll,,oLd oe1.mtnl\ltllol\let	.J-lffl••rv,,r1<1.wot•rold•placo blv<Lwp-porlvoortl!WolllJ>ld			

C, Stantec

Waterside Place Boulevard Bid Form

~ummaN or \..on.srru~ngn '-U-111

General

Eorlhwotk
Rooct,,,-~ & Povemenl

°'"lnnne
Poloble Waler

Sa,ula,v

Woodruff &. Sons. Inc. C &. M Roodbuiders. Inc. $36,351.94 $67,500.00
$45-4,529.38                   s,440,693.45 $244.135.2.S                    $24S.499JO $93,105.80                      S88A00.80 $76.31-lM                      $65.118.00 $76.698.0S                      $80.153.40

E.T Mocl:e11.te of Florido, Inc.	ffedericl: Oelr &. Co. Inc.	Westra Constn.,c1ion Corp.	
SJSJ.C0.00	$37. 1.Sl.OO	$69,49();()0	
$310.854.50	S377.729. 35	S58 I..A3A.OO	
S-423:219.00	.$396.529.9.S	$579.288.10	
$90230.00	$84.778.00	$125,493..(0	
$66,097.00	$63.840.00	:$85,911.00	
.$61,859..SO	$67.359.25	$126.973.50	

~=

t/17/.lma.1:lt,M

$'981,633.29	$987.368.35	$988.000.00	$ 1.027.387.SS	.$1.568.590.oo 1

1of7

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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   AWARD   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		
				to plan,		
		2005-338, Laws of Florida			
special-purpose government established pursuant to Chapter				
				
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:

the this

SECTION 1.	All	of the representations,	findings  and determinations		
recitals stated above are recognized	as	true and accurate and are expressly		
					
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	is held to be illegal or invalid, the other		
					
provisions shall remain in full force and effect.				
SECTION 6.	This Resolution shall become effective	upon its passage and shall remain		
				
in effect unless rescinded or repealed.				

PASSED

AND

ADOPTED

this

12th

day

of

October, 2018.

ATTEST:

BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary/Assistant Secretary	ChairmanNice Chairman	

Page 2

of

2

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Bid Award for Waterside East-West Transmission Mains

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid Tabulation

(),

Stantec

Stontec Consulting	Services Inc.	
	l Parkway Eos1	
6900 Professiona		
Sarasota	FL 34240-8414	
Toi; (941)	907-6900		
Fox; (94 1) 907-6910		

September 25, 2018		
File:	2 15614203	250		

Via:

E-Mall

(rex.jensen@smrronch.com1

Lakewood Ranch	Stewardship District		
			
14400	Covenan	t Way		

Lakewood Ranch,

FL

34202

Attn:

Mr. Rex Jensen

Chairman of the

Board

Reference:

Waterside East-West Transmission

Contract Recommendation

Mains

Dear Mr. Jensen:														
On September 21,	2018, we received and opened five bids	from Lakewood	Ranch Stewardship District's		
			Mains	project.  We	received	bids	from		
pre-qualified  firms	for the Waterside	East-West	Transmission							
						, Inc., RIPA &	Associates,		
												
E.T. MacKenzie of Florida, Inc.,	Frederick Derr	& Company, Inc., Woodruff & Sons	.				
			is a tabulation of the bids received					
	uction Corpora tion.	Attached						
								
and Westra Constr													

E.T. MacKenzie of Florida, Inc. submitted the lowest Base Bid for $3,979,364	.75.		
			
package provided and determined that it is responsive	, and we	find the		
perform the work on this project based on the information received.				

We have reviewed the bid Contractor acceptable to

Therefore. we E.T. MacKenzie

recommend of Florido, Inc.

		ip	District	
that	Lakewood	Ranch  Stewardsh		
tor the total bid of $3,979,364.75.		

award

the

contract

to

If

you

have

any

questions

or

comments.

please

contact

our

office.

Sincerely,

Stant

ec

Consulting

Service

s Inc.

Ml~~E-

/~

Distric

t Engineer

Tel: (94

E-Mail:

11907-6900
mike kennedv@sraorec,com

Enclosure

C:

Bob Simmons,	LWR Developmenl	LLC		
			LLC		
	LWR Development			
Blackrick,Mike				
				
	LWR Development	LLC		
Roger Aman,				
Kathy Horn, LWR Development LLC		

Doslgn wllh communlly In r-nlnd		
0'/125/2010 • JVCGA	h\flnal..docrumonl\1•11.-\lelJ		
v:\2116\aollv•\21561			
	4?03\odm~\documeo		

•feru•

I\JWll<t..wo

1411ode,.,01~w..M1on1,1110

%W>kf..,....,,d-«:IMdl11..•1

•mockenuo_d1rnJOl

eO'l25

doc,

Stantec

Waterside East-West Transmission Mains

	RJ PA & Associates	Westra Construction Corp	Woodruff & Sons	E.T. MacKenzie	Frederick Derr		
		.					
Potable Water	3492759	3117545	3208077.46	3045271	3327136.2		
Force Main	1033734.6	1123030.85	892981.06	782478.75	1000174.2		
Irrigation	7150	4700	12750.2	9450	7830		
General	271160.4	431538.S	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_ ut il_bid_tab_20180924.xlsx 9/ 25/ 2018

9/25/2018

()

Stante

c

Ripa & Attoci>~s	WutJa Construction	COtp.	Woodruff & Sons Inc.	E.T. Madcenzle: of Fl Inc.	'	Fredrlct =r & Co. Inc.		

·tt=I			na..._r.,.,non		
					
100	24•	PVCWate<Miin	• C90S, DR-18		
					
101	24'	0.1.P. Water~n-CLASSSl		
:02	24•	Butterffv V>M wfth Bene		
:IE	Oirl!CliOn.1llrill 130" HO;>fl		
104 s• PV1:: Water M>in • ClOS. DR-18		
105 r Gate V.lw wfth Box		
106 lie Into £xistin< 24' W..ter M>in (Ukewood Ranch 81vdl		
lJ11	Tle lnro ExistinC s·water Main		

Quo...ta.J lll.20 0 9 3886 26 3 l l

Unit

u:

lf

EA u:

lf £A EA EA

s	Unit PIia!		
	l05JXJ		
$	350.DD		
s	8.150,DD		
s	52$.J)CJ		
s	20.20		
s	J..450.J)CJ		
S	lll,500.00		
s	2.600..00		

S S S S S S

S s

	Totol	
l.l78	100.00	
	.	
73	><nJXJ	
2,.040,150.00	
	SlSZl	
4,350.00	
10.SOO.DD	
2.600.00	

	unm l'Tk:e		
S	lllS.35		
s	.		
	7,240.00		
S			
s	4Z7.00		
S	41.00		
S	1..1•s.oo		
S	4.500.00		
S	1..SlOJ:1)		

s s

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$ s

$ S

Tolol

1..l.Sl,027JXJ .

55.160.00 U5932Ul0

1.,066.DD s,m,.oo

4.500.00 1510.DO

	Unit	Prlc-e		
S		9937		
s		.		
				
S	7	681.li		
S		460.29		
S		140.16		
s	2.337.52		
S	11.308.28		
S	S,728..19		

S s

S s s s

S s

Tolal

J..11~,931,40 .

69...130.3S 1..788.685.9< 3.6<4.16 7.01256 U.30ll28 S,721.1.9

	Unll PtKe	s		
S	911.2$			
s		s		
S	6,920.00	S		
s	436.00	S		
S	19.00	S		
$	1=	S		
S	3.060.00	S		
S	2.390.llD	s		

Tolal

l...102.365.00 -

62,280.00 l.69'.,.296.00 494.00 3730.00 Jl)f;i).00 2.390.00

	Unit l"rlce		
S	ll7.8S		
s	.		
			
S	7,725.J)CJ		
S	428..55		
S	3!.95		
S	J..3'().00		
s	8.165.DD		
S	2.075.00		

S s
S

S s s

S S

Tolal

U2U77.00 .

69.525.DD 1..665,733.90 830.70 4.020.00 8,16.5.00 2.075.llO

10ll	24'><24• Oit in Tee aod 24' a~tte-flvV>lw (Connealon U>ttxistlng 24"		
	Water Main on Lorraine.Road)		
			
109 f'u-e HvdranrCOMs>lere		
uo	2.4"X6• re.e .at t'vdrants		
,,,	24""8"Cross		
			
U2	24"X30'" RedL'a!f		
113	24" 45111ttin2s		
u•	2•·=~·		
115	24. ll-25i RttfN!s		
us	8"CUt-lnT-		

1 s 5

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14 2 17 0

1.5

EA EA EA EA EA EA EA EA

$	l!!,500.00	S	19,50()..(lO	S	37,200.00	S	37,200.00	S	25,564. 15	S	25,554..15	S	16.705.00	S	16,705.00	S	7l.300,00	S	71,300.00		
												s									
s	5,000.00	S	2$.000.00	s	3,500.00	S	17500.00	s	S.89636	S	2SA81.BO		S,SS0.00	S	17,7SOJ:1)	S	4,145.00	S	2l>.72S.OO		
																		s			
s	lS00.00	s	7.500.00	S	2=	$	u.soo.oo	s	2,303.92	s	U..Sl9.EO	s	1,995.00	S	9.97S.OO	S	2..350.00		U .750.00		
S	2.7.SO.Oll	S	2.750.00	S	4,<!00.00	S	4,,CDD.00	S	2.299.38	s	2,259.38	S	l.530.00	S	2.53Q.00	s	2.250.00	S	2.2SOJXI		
										s		s						s	30,696.00		
S	1.800,DD	S	21.600.00	S	Z,J.SO;Oll	s	26.160.00	$	2366.67		28,4l)O,(l,\		2..1115,00	S	33,780.00	S	2,558.00				
																					
										s		S			26,110.00	S	1,810.00	$	2$340.DD		
s	2.0S0.00	s	28,700J:1)	S	1..975.DD	S	27.650.00	$	1.728.90		24,2Jl4.60		l.855.00	S							
																	1.750.00	s	3 500.00		
											3,357.90		1.815.00		3,630.00						
s	2.050.00	S	4,100.00	S	l.930.00	s	3.860.00	.S	1..67&55	$		S		S		S					
												s		s				s	28.985.00		
S	2.(50.00	s	34.850.DD	S	1.900.DD	S	32.300.DD	S	J..640.82	s	27.!93..94		1.ns.00		30,175.00	S	l.705.00				
													.				-	s			
							.		.			s		s	.						
s	!.S,000.00	s	.	s	.	s		s		s						$					

																		S	56,175.00		

117	Te..:"'	in Ao::on!ana, wf Cur~t Sarasocr County Ulil:tles beporunent	l	1.5		
							
	Standards					
us			14	LF		
	a· DJ. P. Wat« Maln-Cl.ASS51					
			1	EA		
l21l 24"X8"TEl:					
					
u,	8" Plug			2	<A		
			Pocrble Wates	Tcml		

S	16,000.00	S	36,000.00	$	3-C,500.00	s	3-C,SOO.OO	$	49,612.40	S	49,6l2.40	$	29,350.00	$	29,3!i).00	S	56,875.00				
																					
s	41,70	S	583.80	S	55.00	S	9lOJ:1)	S	231.St	s	3.241.56	$	280.00	S	3,920.00	S	62.90	S	880.60		
											l,7ol!.5l	s				$		$	1.868.00		
s	2350.00	S	uso..oo	s	2.24 5.DD	$	2.245.00	S	1.768..51	S			2,185.00	S	2,185.00		1.86&00				
													243.00	S	486.00	S	}70..()0	s	340.00		
s	usm	s	250.00	S	250.00	S	500.00	S	145.85	S	291.70	S									
																		s			
																					
		$	3,492..7S9,00			s	3,117..545.00			$	3,203,on.46			$	3..G4S.211-00				3.llJ.135.20		
								s	28.66	5	376.m.1◄	s	24.75	s	324,942.75	S	33.40	s	438.~		

200 u · PVC Fcr.e M•ln • C9DD (DR-251		
101	12"Gate V>lve with Box		
102	Directional DriUu•· HOi'El		
2l)3	Ti• Into '''"'fo~ Miin		
			
204 aelcw G.rcund ~r Release Valve		
205	Force Main f'<ltincs		
206	Tes:!ng in Acmrdanae w/0Jrren1 Sarasota C<>Unty UtjJities Depa/tm4!n!		

l3l29 lF	
J	EA	
29g.,;	lf	
1	EA	
7	EA	
115	

l  l5

s	28..20	S	370.237.80	S	47.65	$	525,596.85		2.875.06		8,625.18	S	2.2BO.OO	S	6,840.00	S	2.•so.00	s	7,350.00		
s	2.600.00	S	7,800.00	S	2..700.00	S	8.100.DD	S		$											
														s				s	'«l,900.40		
s	135.00	S	402~00	S	124.00	$	370,016.00	$	1.22.53	s	365..629.52	S	lll.SO		lll.716.00	S	-13-C.35				
																					
s	3.1S0.00	S	3 lSOJ:1)	S	2,215.00	S	2.215,DD	S	8,175.10	S	8,175.10	S	L7SS.OO	s	l.755.00	S	2.730.00	S	2.no.00		
											55,o.;o.85	s	7,405.00	$	51,835.00	$	8,Z85.DD	$	S7395.00		
S	20.SOO.OO	S	143.§M.00	S	7,825.00	S	54,775.00	S	9,291..55	S											
					40.000.00	S	40.000.00	S	42.68037	S	42..680.37	S	32.250.00	S	32.250.J)CJ	s	•s.ns.oo	s	45.n5.00		
S	58.39-4.20	S	58394.20	S																	
																					
										s		s		s							
S	34,000.00	S	34,000.00	S	8,250.00	$	B.250.DD	S	8,959.83		8,559.83		18,075.00		18,075.00	S	ll.400.00	S	32,.400.00		

	.S~.ndards	
208	6" Gate Vatv,, '6thbox	
209	'"'••ine Pon	
llO	6" F\'Cf<><a! Miln • C-!!OO(OR•2Sl	
	~	

2 fA

l  EA
44 u:
Main T~l

$	1,lSO.OO	S	
S	ll,000.00	S	
s	1l.6S	s	
		s	

2.3DD.OO	S	
U..000..00	s	
512.60	S	
1,033,734..60		

1..2S!J.OO

8,900.00

59.SO

S S

S s

2.560.00 g.900.00

2.61&.00 l,ll.3,0311.85

S	1.708.88	s	
S	12.24S.03	s	
s	4.3..87	s	
		s	

3.¢17.76 l2.:2'S.ll3 1.930..2S 892.9111.06

S	945.00	
$	U.SlS.00	
s	lS.DD	

S S S $

1..890.00 n SlS.00

660.00 782..47!.7S

S	869.00	S	
S	12.165.00	$	
s	15.05	s	
		s	

1..73&.0ll

12.16&.00

662.2n

UXI0.174.20

SOOI t2" PVC lrrieatlon Milin Mlcstment
=	
	Eondilll!	
3lll	Construction S:.lr.e Chit	
302	Reoord Dr.lw!n:gs ISarasou CGuntYU!ilftles ~	
303 Additional l  Yeo: Warrant\' 8ond	
304 Mob11utlcn	
305	S.'t Fence llndudJn,;	
	Removal]	

n dan!s)

111.5	
lrrig~tion Total		
l	15	
115	
l	1.5	
1	lS	
1	lS	
28S5tl	lf	

s	7,l.SOJXJ	I s	
		s	
S	53,000.DD	S	
S	38.000.00	S	
S	17.000.00	S	
s	U.1IOO.OO	s	
S	86,000.00	S	
s	135	s	

7.1.50.DD	S	
7,150.00		
53.000.00	S	
38.000.00	S	
171lm.00	$	
U.800.00	S	
86.000.00	s	
38,542.50	S	

4,700..00

35.1)0().00

22.500.00

9,700.00

11,700.00

296,EOO..OO

1..55

S s

S s s

S s s

4,700.00 4.700.00 35.000.00 22..500.00 9,700.00

11..700.00 296,600.00 44.252.SO

s	12.750..20	I S	
		s	
S	27,92£.63	s	
s	15.949.n	s	
S	c37'J.89	s	
S	8,S7S.DD	S	
$	54,'!l4.U	s	
S	l..SS	S	

12.E0..20 12,750..20 27,925.63 l.5.S,:9.71 6.379.M 8.575.00 54,494.12 44.252...50

S	9.450.00	
s	28.500..DD	
s	23,072.00	
S	9,Sl2.DD	
S	6,600.00	
S	213SD.00	
$	1..40	

S s

s s

S S

S s

9,450.00 9,450.00 28,500.00 23.072.00 9,912.00 5,600.00 21.350.00 3SSJQ.00

S	7.83G.OO	IS	
		s	
S	65.375.00	S	
S	25.800.00	S	
s	1,.soo.00	s	
S	1.00	S	
$	19.4SO.DD	s	
S	l.95	s	

7..830.00

7,830.00

GS.375.00

25,800.00

14,900.00

1.00

29.AMOO

55672.50

~'U1.W._\lld.m\.....,...~ust~""-.oldJ>bJC1S092'1.>ds><

CJ Stantec																							9/25/201B		
																									
					Rlp•&l\sscciate<		Westra Cons1Nctian corp..		Woodruff & Sons ltlc.		E.T. l\lo.<kelwe of Fl. Inc.		Fredddc Den & CO. lrM;.		
Uemf	De«:r lotlon	Qvanfllv	Untt	Unit Price	s	Total		Unit Pric e		Tolal		Uni! Price		Tola!	s	Uni! Price		Total	Unit Price	s	tote!		
				s	10.!5		502.SO	S	15.CO	$	750.00	S	17.78	S	889.00		12.00	S	600.CO	S	13.75		687.SO		
306 Turbi.d"ity Barrier		SO  lF																						
																				15.450.00		15,450.00		
307 Comgllan<:e wr.?I FDEP NP05 P•rmt.	l	LS	$	15,000.CO	s	15,000.00	$	1,400.00	S	1.400.00	S	2,.089.95	s	l.089.96	S	1.910.00	S	1.!110.00	$		S			
																					s	9.225.00		
308 Saddini I.D.rraine Rd!Bahia)		411Y	SY	s	2.7S	s	11,275.00	S	2-3.,	s	9,635.00	S	3..05	s	U.SOS.00	S	2.50	S	10.25<).(10	S	2.25				
																									
		1 SY	s	0.40	s	0.40	S	LOO	S	LOO	S	1.10	s	1.10	$	1.00	$	1.00	$	OAS	5	0.45		
309 H-,droseed																								
																								
		Genenl Toto!			s	271...160.40			$	431,.S38.50			s	173))62.92			s	1.42.165.00			$	ll6.S9L45		
																								
400  u· PVC Water Main -C900. CR·18	l.1220 Lf	s	28.20	S	316,404.00	S	46.00	S	516,120.00	S	37.SO	S	~24.116.00	S	32.00	S	359,040.00	S	30.60	s	343.331.IXl		
																	-				.		
• 1)1 U" O.I.P. Water t.uin · CU.SS 51	0	lF	s	150.00	S	-	s		s	.	s	s	.	s	.	s		s	-	s			
															2.300.00						2l.05<Ulll		
402 L2" G>te Valve with Sox		9 EA	s	2.600.00	S	23,400.00	S	2.700.00	S	24,300.00	S	3.i46.88	S	28,321.92	S		S	20,700.00	S	2,450.00	S			
																		217,616.00	$	126.50	s	490.801.80		
•03 Directioruil ~ 114" HO?E)		3886 lF	s	135.CX>	S	524 610Al0	S	109.00	5	423,574.00	S	1.24.17	S	482.524.52	5	56.00	S							
																			s					
4l)q  a· PVC Wat,r Main • C!lOS, OR· 18	Ulf	s	20.20	s	242.40	S	40.00	S	480.00	$	233.42	S	2,601.04	S	18.00	S	lli.00		3L95	S	383.40		
																	3,750.00	$	1.34().00	S	4,0:10.00		
405 8" Gaa, valve with Box		3 EA	s	1,,150.00	$	~,350.00	S	1.790..!Xl	$	5,370.00	$	1.845.63	S	5,536.89	S	1.250.00	S							
																						8,165.00		
406 T"' Into ~'- ••24"Wate< Maln {LlleWood Ranch BIYd)	1 EA	S	10.500.00	S	10,500.00	S	5,823.00	S	5,823.00	S	I.O.SE6.75	s	10,866.75	$	4,785.00	$	4,785.00	$	8.165.00	S			
																							
	l	EA	s	2.600-00	S	2.600,00	S	3,665.00	S	3.565.00	S	4,920.14	$	4,920.U	S	U90.00	S	2.390.00	$	2.075.00	$	2.07S.OO		
407 Tie Into Existin• 8"Watet Main																								

24"ltl2" CUt in Tee and 2•• 6ut".e,fly valve (Conneaion to existing 24'
408	\V3ter Main on Lornine. Road)

409	Fire H,,-:!~nt complete

41D .12".16'"'Tee at Hydrants

4ll ll"xS" Cross

41.2 u •x:14• Reducer

413	12• 4.stfittings

414	l2" 22.51 fia[n""

l  LS	S  19,500.00   $

SEA   s  5,000.00   S 5 EA   $    l,500.00   s 1 EA    s   1.()30.00   S llEA    s    480..00   s
14 EA	s   508.60  S
2 EA	s    508.60   S

19,500.00	S	1S,71XLOO	S	l.S,700.00	S	24,lU.!5	s	24.112.llS	5	14,635.00	$	14,635.00	S	70,765.00	$	70,765.00	
25,000.00	S	4,S00.00	S	23.000.00	S	5,166.12	$	25,830.50	S	3.545.00	S	17,725.00	s	4,1.45,.00	S	20,72.5.00	
7.SOO.OO	S	700.00	S	3.SOO..OO	S	597.27	S	2.98S3S	s	638.00	S	3.190.00	s	630.00	s	3,lSCl.00	
l.030.00	S	960.CX>	s	960.00	$	718.15	S	71&.15	s	765.00	S	765.00	s	812.00	S	812.00	
5.760.00	s	500.00	S	6,000.00	S	581.42	S	5.lm.04	s	635.00	$	7,6201l0	5	599.00	S	7 .181!.00	
7,1.l!l.40	S	660.oo	s	9.240.00	S	530.15	S	7,422.10	S	S76.CX>	S	8,064.00	$	490,00	.s	6.Bli0.00	
l.017,20	S	640.00	S	U80.00	S	512.54	S	l.025.08	s	558.CO	S	1.116.00	S	~69.00	s	938.00	
					s		s		s	S50.CX>	S	9.350-(X)	S	459.00	s	7,803.00	

415 12:" ll.2S• Fitti·-		17 EA	$	508.60	S		
		C EA	S	15,000.00	S		
• 16 e•cut~Tee							
							
Testing in Acconhn.ce w/ CWrent s.arasoQ County Utilrties. Department	l  LS	$	~3,500.CO	$		
417 5tondards							
		1A IF	s	41.70	S		
41$ 8" O.t P. WaterM;in-aASS:il							
~20 !l"XS"TEE		1 EA	s	745-00	S		
		2 EA	s	US.Oil	s		
Ul 8" pt,,.							
	Pot.able Water Alternative Total			$		
						
		Potoole Wale.	s		
			Force Main	$		
			kligotton	s		
			Generol	s		
				Tdal •	s		

P0!c!l!e Waler Attemotive	! S

S:646.20	S	61>.0CIS	10,625.00		,OS.07	s	8.586.19			s	.	s		s	-		
	s	.	s	.	s	-			s									
n,soo.oo	S	4l,,OOO.OO	S	41,000.00	S	40,838.83	s	40,83U3	S	32,350.00	$	ll,3SO..OO	S	56,875.00	S	56.875.00		
583.SO	s	53.00	S	742.00	S	2.17.57	s	3,045. 98	$	282.00	5	3,948.00	S	62.90	S	880.60		
745-.00	s	1.375.00	S	1.,375.00	s	6S8.81	S	658.81	s	673.00	s	673.00	S	654.00	S	654.00		
2..'0cOO	S	235.00	S	<70.00	s	l.74.SS	$	349.70	S	242.00	S	484.00	S	170.00	S	340.00		
992.7S9.00			$	1,493,224.00			s	1.0Sl.639.04			s	708,417.IJO			$	1,047,817.80		
3.<92.759. 00			$	l.117.5-(5.00			s	3,208,0n.46			$	3.045.271.00			s	3..327. l 36.20		
1.033.734.60			$	1.123.030..85				$	892.98l.G6			$	78'U78.7S			5	1.000.17<.20		
7.150.CX>			s	◄,700.00				$	12.750.20			.$	9,450.00			s	7.830.00		
271.160.-«l			s	'31,538.50				$	173.()6292			s	UZ.165.00			s	Z16.591A5		
4,804.804.00			S	4,676,814.35				S	4 .286.1171.64			S	3,979,364.75			S	4,551,731 .85		
992..759.00 !		I s	1.093,224..			!	S	l,08 l,&39.04	l		I s	1os,411.oo I		I s	1.047,m  .so I		
			oo I														

2

V:\1~\2J.s6.14.~'\b1d_t.lib\w,ct_w.a!~- ~~•J_b';ct_lUlb_20:SID9l4.llb

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		
				Laws of Florida to plan,		
special-purpose government established	pursuant to Chapter 2005-33 8,			
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		
this award to all bidders to the extent required by law and	to	proceed with the execution of a		
contract with the selected proposer.										

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 shall become effective	upon its passage and shall remain		
				
in effect unless rescinded or repealed.			

PASSED AND

ADOPTED

this

12th

day

of

October, 2018.

ATTEST:

BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary/Assistant Secretary	Chaiiman/Vice Chairman	

Page 2

of2

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 Consulting	Services Inc.		
			East		
6900 Professlonol Parkway			
Sarasota	FL 34240-84	14			
Tel: (941)	907-6900					
Fox: (941 ) 907-6910					

September 18,	20	18		
FIie:	215614256	250		

Via:

E-Mail

lrex.!ensen@smrranc

h.com)

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

Attn:

Mr. Rex Jensen

Chairman of the

Board

Reference:

White Eagle

Contract Re

Boulevard, Phase commendotlon

V at Lakewood

Ranch

Dear

Mr. Jensen:

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

a bid from Woodruff&	. sons. Inc. a Lakewood	Ranch Stewardship	District's		
				for		
						
Eagle Boulevard, Phase V project. This bid was below the threshold			

Woodruff & Sons, Inc. submitted the and de1ermined that I1 ls responsive,

Bid for $309,533.46	. We have	reviewed	
and we find the	Contractor acceptable	

the bid package provided to perform the work on this

project

based

on

the

Information

recei

ved

.

Therefore, we Sons. Inc. for t

recommend that	Lakewood		
	.46.		
			
he total bid of $309,533		

Ranch Stewardship District

award

the

con

tract

to

Woodruff

&

If you

have

any

questions

or

comments,

please

contact

our

office

.

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

Robert A. Engel, P.		
Principal		
Tel: (94	1) 907-6900		
E-Moll:	m		
	rob,enaeJ@stontec.co		

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

Des,gn Ylllh community 111	mind		
09/19/2010 - JVCGA		nil\ ~nol_doctHT>t		
V:\2156\ooll, o\21S6				
	1<2S6\odrrln\docume		

nll,lellt

r\l

olJ

·Jonto11,)wm;(.whlle

-eogl

e.ph-S_b

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U()

11109

18,doc•

~
ASBCC I  ATES
CN O INEE FlB ■ 8URVC!:Y□Fl8	September 21, 2018	
Mr. Mike Blackrlck, Project Manager	tnike.blackrick@lakewoodranch.com	
Lakewood Ran ch Stewardship District		
Schroeder - Manatee Ranch, Inc		
14400 Covenant Way		
Lakewood Ranch, FL 34202		

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 underst ands the proposed School Avenue alignment traverses east t o west from Uihlein Parkway to an established wetland adjacentSto R64 where it traverses northward to intersect the State Road. Design and co nstruction 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,

co nstruction 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 is for the co nstruction of fo ur lanes of pavement wit h closed drainage and a median. Landscaping of the median w ill be by others. Proposed services will Include the planning and design of utilities to be installed during roadway construction to include an up to 10" water/fire line and 6" sanitary force main with associated M anatee Cou nty lift station. Services include surveying, design, 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 design and permit assistance with the FOOT for the intersection of the School Avenue Spur and State Road 64 as well as the intersection of School Ave. and Uihlein

Parkway.

SCOPE AND FEES

In accordance with our Master Agreement with the Lakewood Ranch Stewardship District, dated November 10, 2016 and using the term s, conditions, rat es and standard of care as agreed, we propose to provide th e following services for th e f ees quoted. These services match th e tasks as outlined fn your RFP:

Task 1- Data Acquisition and Background Information. DMK will w ork diligently to obtain necessary background information t o establish the desired course for County and State permitting. Such

information is as follows:

1.	Controlling Boundary Survey Information. Foley/Kolarik.

2.	Met es and Bounds description of defined wetlands at project terminals. Foley/Kolarik.

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

4.	Uihlein Blvd. Intersection Design. Waldrop.

	S.   Adjacent subdivision des igns from Taylor Woodrow. Waldrop.

www. dmkassoc.com

Englewood Oflice 4315 South Access Road, Englewood, FL 34224 • Phone (941) 475-6596 • Fax (941) 474-5060

Venice Office 421 Commercial Court, Suite C, Venice, FL 34292 ·Phone (941) 412-1293 ·Faw (94l} 412·1043

Mike Blackrick, Project Manager, SMR Lakewood Ranch Stewardship District, School Ave. Design and Permitting

September 21, 2018 pg. 2

6.	Historic WMO permit	applications and final disposition. SWFWMO.		
				or Stantec.		
7.	Water and wastewater	master plans. Manatee County			

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

LWSO

and

data obtained conference to

during discuss

Task 1, OMK will drainage design

scheduleoneand principals and

attend the basis

of

(1) SWFWMO preapplication 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 OMK 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

OM K will use in house surveying staff to pre pa re 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		
		in design.  OMK		
					ft.	intervals for use			
network. From this data	OMK	will prepare cross section data at 100					
will topo existing irrigation	ditches and culvert crossings,	as well as other critical areas as necessary for		
							to		
						wetland cross sections adjacent			
roadway and drainage design.		OMK will provide necessary				
									
roadways and discharge	points.  For the purposes of design, OMK will prepare an intersection right of		
					permit application between	the proposed roadway	and SR64.		
way plan suitable for FOOT connection					
							
No trees are anticipated	to be located. Other survey data will be secured as necessary for a complete		
										control sheets		
design.  Deliverables:  specific purpose topographic surveys, bench mark information,			

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.	OMK 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		
					
OMK are included.  Construction	plans will be prepared in accordance with Manatee County and			
					applicable. OMK		
SWFWMO requirements	as necessary.  County and WMO filings may be digital where			
			adjacent	to the		
					additional development				
anticipates creation of oversized retention facilities to address					

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

submittals.

LUMP SUM

FEE:

$96,000

Task 5 -  Utility Plans, Water	Distribution and Sanitary	Transmission.	OM K will prepare	construction		
								
							by the		
			County water line originating and terminating where instructed			
plans and details for a Manatee				
				
				force main		
Owner and County.  Utility	plans and details will include a single water main and single			
				master plan.		
											
pipeline with sizes specified by the owner in accordance with an approved and accepted				
					
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.		OMK 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	
30% plans.  DMK will assist the owner in working with FPL and Manatee County Utilities for the	

of

provision

of

power

and

potable

water 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", 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

drawings

as

needed

and

suitable

for filing

with

FOOT.

BUDGET

HOURLY

FEE:

$9,800

Task 7 -  FDOT Drainage.

DMK will

prepare

stormwater

modeling

in

accordance

with

FOOT

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.

OM

K will

meet

with

FOOT

staff

to 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. providing necessary permit drawings as requested

DMK by the

will assist in Consultant.

the submittal process by Drawings shall be limited 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

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		
					
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, School Ave. Design and Permitting

September 21, 2018
pg.4

Task 12 -	survey.DMK		
	Miscellaneous Sketch and Descriptions		
and descriptions. For the purposes of budgeting, a set amount		

staff will provide all necessary	sketch		
			
has been established by the Owner.		

Deliverables:

survey sketches

and

descriptions as needed.

BUDGET

HOURLY

FEE:

$9,800

Task 13 - Meetings.

DMK

will

attend

all

necessary

meetings

for

necessary approvals

of the

construction plansCountywith Manatee

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

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			
						
						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		
				
SWPPP application in accordance with State requirements for a roadway	construction project.			
		BUDGET HOURLY		
Deliverable:  SWPPP Application	with support information for Owner execution.			

a

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				
			work or plans preparation		
plans as necessary. Services will be	limited to coordination only.  No design			
is proposed herein.	Deliverables:	Support services.  BUDGET HOURLY	FEE:	$1,000			

TaskLighting18-Street	Plan Coordination.	DMK will provide coordination	services to the Owners		
						
			with base plans as necessary.	Services		
Lighting Designer.  Coordination services will include assistance				
				
				proposed herein.			
will be limited to coordination only.  No design work or plans preparation is				

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,			
					
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, 2018																	
pg. 5																	
Task 20 -  Construction Phase Services.	DMK will provide services during the construction period to		
										for		
begin at completion of the design and permitting phase and formally begin upon the solicitation			
			
bids.  DMK will provide weekly	observations of the construction site to assess	conformance with the		
				of each pay item.  It is understood that there will be one	(1)		
plans and record percent completion				
			contractor performing construction services.  DMK will		
construction contract with one (1) general			
				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.		
												DMK will review test		
DMK will review the contractors pay request and provide input to the Owner.			
						
and lab reports for conformance	with the technical specifications.  DMK will review the Contractors		
									Registeredtosupply				
record drawings which are to															
	be updated weekly.  The contractor is anticipated					
Land Survey Certified Record Drawings at completion of the work. Survey work will be at the	of		
Contractors expense.  Upon substantial	completion, DMK will make up to two (2) assessments			
					
						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			

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		
							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.		
				
FDOT 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 f ees quoted for each individual task have been estimated. Should the Lump Sum or Time and Materials method be used to assess progress and percentage of co mpletion, DMK reserves the right to move, adjust or shift budgeted funds from one Task to another as necessary to complet e all tasks withinprojethe overall ct budget.

This fee is for the work specifica lly described above. No other tasks are proposed. Should Task deliverables require revisions, additions or modifications, DMK will reco mmend necessa ry associated changes within th e scope and fee and request approvals accordingly. A provision has been made for additional serv'ices as may be requested from time to time.

The Scope of Services as described in each Task shall be referred to as "Basic Services." Should "Additional Services" be requested or required, OM K Associates will seek authorization prior to in cu rring charges.

Fees proposed have been established from hourly rates as agreed upon within DMK'sMaster Agreeme nt with the Lakewood Ranch Stewardship District. Should this 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 e Master Agreement.

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

Respectfully Submitted,

DMK ASSOCIATES, INC.
-

President

Attachments:

1.	DMK Master Agreement with t he Lakewood Ranch Stewardship District dated November 10, 2015

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2019-04

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Draw Requests (provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Compilation Report

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

LIABILITIES

AND

FUND BALANCES

Current Liabilities	$	306,426	$	513,847	(207,421)		
Accounts Payable							
Total Current Liabilities		306,426		513,847	(207,421)		
							
Fund Balance		17,715		17,714	1		
Retained Earnings - Prior Year							
					14,134		
Surplus (Deficit) for the Period		14,129		(5)			
							
Total Fund Balance		31,844		17,709	14,135		
							
Total Liabilities & Fund Balance	$	338,270	$	531,556	(193,286)		

Page

1

of6

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 Yenr	
Budget	
	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
Budget

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

3 I 7,928

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	
8,240	Insurance	
15,450	Meeting Advertising	
70,000	Engineering	
30,000	Bond Agent Fees	
100,000	Legal Fees	
32,000	Accounting	
139,000	Lien Book and Tax Roll	
17,000	Annual Audit	
100,000	Trustee	
85,000	Manager	
1,500	Postage	
1,500SuppliesOffice	
3,810 ChargesOther Current	
500	Dues, Licenses & Subscritions	
604,000	Total General & Administrative	

0 246 3,947 0 6,866 1,690 0 0 (2,335) 98,218 0 0 0 0

108,632

0	0	
1,288	1,042	
5,833	1,886	
2,500	2,500	
8,333	1,467	
2,667	977	
0	0	
1,417	1,417	
8,333	10,668	
7,083	(91,135)	
125	125	
125	125	
318	318	
42	42	
38,064	(70,568)	

7,500 12,477 53,403 0 57,275 18,555 111,500 10,000 59,061 209,673 0 208 0 175

539,827

8,240 14,163 64,167 27,500 91,667 29,333 139,000 15,583 91,667 77,917 1,375 1,375 3,493 458

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 Niaintenance		
1,923,956Landscape Contracted	& Irrigation	
573,503	Non-Contracted Landscape &	lrrig	
302,846	Irrigation for Master Landscaping	
102,300	Environmental		
5,936	Utilities			
98,400	Other Maintenance		
3,211,141	Total - Maintenance		

10,416	10,417	I	114,576	I 14,583	
17,973	6,600	(11,373)	129,805	72,600	
227,044	160,333	(66,711)	1,607,090	1,763,632	
51,500	47,791	(3,709)	521,288	525,712	
38,741	25,238	(13,503)	641,964	277,609	
13,898	8,526	(5,372)	102,808	93,774	
7,486	494	(6,992)	43,514	5,442	
10,210	8,201	(2,009)	80,700	90,199	
377,268	267,600	(109,668)	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 ofFnnds		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		
Budget	Actual	Budget	Variance				

Y-T-D

Variance

	MASTER LANDSCAPING	& IRRIGATION	REPAIRS CONTRACTS		
25,481	Post Blvd & SR70 Intersection	$	2,138	$	2,124		
17,543	59th Ave-Lorraine to Post Blvd		628		1,462		
6,005	NE SR70 & Lorraine Rd Intersec			0		500		
			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		
15,000	Irrigation Repairs - NE			0		1,250		
10,000	Plaot Replacement - NE			0		833		
7,500	Mulching-NE		1,280		625		
5,500	Tree Trimming			0		458		
								
38,000	Total		1,280		3,166		
								
	IRRIGATION FOR MASTER LANDSCAPING	718		739		
8,868	Irrigation-Mthly. Meter Charge							
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 Plaotings - NE			0		125		
8,000	Conservation areas - NE			0		667		
								
26,300	Total		1,000		2,192		
								
	UTILITIES			0		8		
100	Manatee Co. Utilities							
				80		103		
1,236	Peace River Utilities							
								
1,336	Total			80		Ill		
								
	OTHER MAINTENANCE		1,178		500		
6,000	Drainage Maintenance - NE						
				150		833		
10,000   Saoitary Sewer - NE							
			0		200		
2,400	Hardscapes - NE							
				0		0		
0	Signs-NE							
1,200	hi1iscellaneous Maintenance - NE			0		100		
19,600	Total		1,328		1,633		
227,633	TOTALNORTHEASTSECTO	$	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 1,100 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

14,667 733 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)

19,840

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) 7,517 (929) (2,432) 1,100

738

40,749

No

assurance

is

Page 3 of 6
provided on these financial statements.

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

Full Year	Current	Current		
	Actual	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- LWRBlvd to WhiteEag	
Kent Lake & Lake Bank Maint		
Malachite Rd from L WRB to Pope		
44th- LWR Blvd To WhiteEagle		
Malachite - LWR Blvd to White		
WhiteEagle -Rangeland to 44th		
Lake Bank mowing		
Rangeland-White Eagle to Esplan		
SR70 & L WR BLVD entrance		
Future Roads		
White Eagle/Malachite 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 I 7th Street		

IRRIGATION REPAIRS	
$	2,300	$	
	2,834		
	3,005		
	1,466		
	3,507		
	1,258		
	997		
	1,250		
	5,194		
	3,899		
	7,326		
	3,436		
	40,420		
	0		
	620		
	4,159		
	12,122		
	9,012		
	3,451		
	1,391		
	14,434		

CONTRACTS 1,975 2,258 3,095 1,510 2,841 1,082 858 1,288 756 3,620 6,800 3,948 13,733 0 498 4,463 4,292 3,004 2,616 0 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		
		5,335			3,333		
40,000-	Plant Replacement  NW							
62,062	Mulching - NW		0			5,172		
			0			6,333		
76,000	Tree Trimming							
								
233,062	Total		8,642			19,421		
								
	IRRIGATION FOR MASTER LANDSCAPING			718		
8,610	lrrigation-Mtl1ly 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							
			9,127			2,667		
32,000	Conservation areas - NW							
								
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			0		
0	Signs-NW							
1,200	Miscellaneous Maintenance - N\V		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	
(11,536)	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
provided on these financial statements,

of6

	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		
				Actual	Budget		
	Actual	Budget	Variance				
Budget							

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		
151,700	LWR Blvd; Comm Blvd to Deer Dr	9,877		12,642		
		3,427		0		
0	Lorraine Rd;South Boundary						
							
540,777	Total		44,265		45,065		
							
	NON CONTRACTED LANDSCAPING & IRRIGATION	REPAIRS		
20,000	Irrigation Repairs - SRQ		2,108		1,667		
			5,070		1,250		
15,000	Plant Replacement - SRQ						
			0		2,704		
32,450	Mulching - SRQ						
			0		2,833		
33,991	Tree Trimming						
							
101,441	Total		7,178		8,454		
							
	IRRIGATION FOR MASTER	LANDSCAPING		739		
8,868	Irrigation-Mthly Meter Charge		718				
			2,304		2,000		
24,000	Irrigation - Utilization - SRQ						
							
32,868	Total		3,022		2,739		
							
	ENVIRONMENTAL		1,175		417		
5,000	Lake maintAakes outside comm						
			0		417		
5,000	Conservation areas - SRQ						
							
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						
			1,309		500		
6,000	Hardscapes - SRQ						
			0		167		
2,000	Miscellaneous Maintenance - SR						
							
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)

1,000 (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

11,000 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

5

of6

No assurance is provided on these financial statements.

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

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		
108,150	Lorraine Rd.- East Side		8,750		9,013		
20,173	CDD allocation/UP & Lorraine		0		1,681		
49,907	Bournside Blvd Masters to SR70		0		4,159		
12,978	Covenant Way		1,050		1,082		
50,250	Masters Ave from Players Dr		9,051		4,188		
							
558,031	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 Trimming		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		I5,875		
	ENVIRONMENTAL		0		333		
4,000	Lake maint.-lakes outside comm						
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	Storm 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		
52,4I6		
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)

(ll9,053)

3,667 (418)

3,249

538

538

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

13,735

(32,725)

No

assurance

is

Page 6 of 6
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	Eas1		
Saraso1a FL  34240-8414				
Tel: (941) 907-6900				
Fax: (941) 907-69 10				

Sep1ember

11,

2018 Via: Hand

(rex.jens

Delivery and en@smrranch

E-Mail

.com)

Lakewood Ranch Stewardship

14400 Covenant Way

Lakewood Ranch, FL 34202

Distric

t

A1tn:

Mr. Rex Jensen

Chairman

Reference:

Specific Authorization	No. 104		
		Services		
General District Engineering			
			
(Fiscal Year 2018-2019)			

Dear

Mr. Jensen:

Enclosed is Exhibit approved by the budgets, assinisting

A 104 for services described above. These are general services	(funding previously		
Boord) such as preparation for and a ttending Boord meetings, review	project		
			
preparation o f District procedures, and other services deemed necessary by		

t

he

Board.

Should

you

have

any

quesfions regarding

1his

matter,

please

con

t

act

our

o

ffi

ce

.

Sincerely.

Stantec

Consulting

Services

Inc.

M~i.h
Distric t Engineer
Tel: (941 j 907-6900
E-Mail: mtko.kennedy@sfantec.com

ti~ Senor Project Manager

Tel: (9'111907-6900
E-Mon: rob enge1@stant0c.com

Enclosure

C:

Anthony Chiofalo, Schroeder-Manatee Ranch. Dr. He nry Fishkind, PHO, Fishkind & Associates

Inc .

[)1}s1gn wllh cc:.•mrnu11llv	II mln<.1			
09/11/?018 - JVCGJ\		ong,wm.		
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18-19_

,nak

:>o

I80'111.d

ocx

Exhibit Al 04 to General Provisions
Attached to Agreement for Services

Bej\yeen Owner and Engineer
Doted Seplember 29. 2005

Specific Authorization No. 104

General District Engineering Services

(Fiscal Year 2018 -2019)

Further Description of Basic Engineering Services and Related Ma1ters:

l . This is an exhibit a ttached to and mode a part of 1he General Provisions attached to Agreement made on September 29, 2005, between Lakewood Ranch Stewardship District and Sta ntec Consulting Services Inc. (Engineer), providing for professional services. The Basic Services of Engineer as described in Section l of said General Provisions are amended or supplemented as indicated below.

2.	Engineer shall:

a.	Prepare tor and a ttend Board meetings.

b .	Assist in preparation of District procedures as directed PY the Boord.	
c .	Perform additional services as requested by the Board.	

3.	Fee Summary

a.Engineering IT/M/E)	$75,000	

*	lirne and Material (T/M) es1imotes ore based upon pas! experience but the actual fee may be more or less due to factors outside of Stantec's control.

Unless otherwise specified, c harges for SERVICES are based on Sl antec's hourly billing ra1e table ("Rote Table"), attached hereto. l he Rate Tobie is subject 1o escalation from time to 1ime. At a minimum, effective each January I during the term of this Agreement, Stontec'scharges for SERVICES shall escalate by either (d) the most current Cosn umer Price Index year over year percentage increase. not sea sonally adjusted, for the preceding July, all items, as published by Sta tistics Canada (for Projects in Canada) plus 1.0%, or [b) 1he 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 Labor Statistics plus 1.0% (for a ll other projects).

Accepted this ____ day of __________, 2018.

Mr. Rex Jensen, Chairman
Lakewood Ranch Stewardship District

141\00 Covenant Way

Lakewood Ranch, FL 34202

Design wllh communily In n1lnd
09111nc110 • .1vro11
V~'ls.l\oclilla\2 156 1010 l\•'1orad\n<omoi100\proJ •/11mo1,Jw1..1wrdshp d11!..SQ• IO~_gaa"oo(J,>1<e,_ 10·1?, mok.'1)180911.doc•

~ Stantec

SCHEDULE OF FEES

Effec tive Novembe r 1, 2017

Staff Level		Rate	
Level 3	$	90.00	
Level4	$	100.00	
Level5	$ 11 0.00	
Level 6	$1 15.00	
Level 7	$	120.00	
Level 8	$ 130.00	
Level 9	$	135.00	
Level 1O	$ 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 billfngs, such as p rinting a nd survey m ateria ls, will be billed at s1andord rates. All other ou t-o f-pocket expenses w ill be billed a t cost +15%.

!:\bflllng_lovoiJalos\Scti<>clulo or r 001.:l0 10.,21 b6_2-madlllocl_.'ZQ1711 DI ,docx

LAKEWOOD RANCH STEWARDSHIP DISTRICT

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

Stantec

Stantec Consulllng Services	Inc.		
			
6900 Professlonol Parkway East

Sarasota FL 342-40·84I 4

Tel: (941) 907-6900

Fox: 194 1) 907-6910

Sept

ember

25,

20	18	
Via: Ha'ndDelivery and E-Mall
(rex,iensen®smrranc;b,com)

Lakewood Ranch Stewardship

14400 Covenant Way

Lakewood Ranch, FL 34202

Dis

trict

Attn :

Mr.

Rex

Jensen,

Chairman

Re

ference:

Specific Authorization No.	105	
Services Associated with Lakewood	
Waterside VIiiage Slgnage		

Ranch

Stewardship

District

Dear

Mr. Jensen:

Enclosed is Exhibit A I05	for services	to		
				
Slgnage Plan Project.					
Thfs Specific Authorization (SA)	includes		
Project.					

provide services

plan review a nd

for Lakewood Ranch Waterside

County Agreement coordination

Master

for the

Should you

have

any

questions regarding

t

his

molter.

please

contact

our office.

Sincerely,		
Staniec Consulting Services	Inc.	
e:t:t		
Principal		
Tel: (941) 907-6900		
E-Man: rob.s,ngel@stantec,corn		

,Stopher A... Wilhoit, P.E.

enor Princ;lpol

Tel: (941) 907-6900
E-Mail: kl1LW.lll\01t®s tantec.c;om

Enclosure

C:

Bob Simons, LWR Development.		
Roger Amon, LWR Devel	opmen		

LLC t, LLC

Design

wllh communlly In mind

Ot!'.M!OIO • JVEOA
V,\ llS6\acllvo\l15410

101\1hotod\11tom>IIOn\p,o. 1,f1	_dcb.J<ow.2011l0'125,dac>		
	n1onJwt•>IWfd1hp-d'11.,io-100.,wolol)tdo•vlgsSlgnoge		

Revised Exhibit A 105	to	

General

Provisions

Attached

to

Agreeme

nl

for

Services

Between

Owner

and

Engineer

Dated

Seple

mb

er

29,

2005

Services

Specific Authorization No. 105		
Associated with Lakewood Ranch Stewardship		
Waterside Master Slgnage	Plan		

District

Further

Description

of

Basic

Engineering

Services

and

Related Matters:

1.0

2.0t

3.0

Description of Work		
Work includes coordination on the County Agreement and Master Signage Plan review.	
•	See Attachment A		
emsIt	o be furnished by	Owner	
•	See Attachment B		
Definition of Work Products	
•	County Agreement		

4.0

5.0

Schedule

•	Attachment C

Fee Proposal

•	See Attachment D

Accep

t

ed

this

___

day

of

_

_____•

2018

.

Mr. Rex Jensen			
Chairman of the Board	District		
Lakewood Ranch Stewardship			
			
14400 Covenant Way			
Lakewood Ranch, FL 34202			

Design wllh communlly In mind				
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V:\21 54\oc:l i¥t\21 5410101 \lhCIIOd\l)<omollotl\p,o				

lo•■g1'11no

_<lcb.,taN~

l

8CWU.doc,c

Revised Exhibit A 105 to General Provisions
Attached to Agreement for Services
Be1ween owner and Engineer
Dated September 29. 2005

ATTACHMENT A -  SA-105

Services Associated with Lakewood Ranch Stewardship District

Waterside Master Slgnage Plan

CIVIL ENGINEERING SERVICES

210	Slgnage Plan Review ond Coordination Services

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

950	Project Expenses

Expenses and labor costs for copying and transml1tal of electronic files, blueprinting, reproduction services, color graphics, local deliveries, and overnight express delivery services shall be payable under this task.

(hereinafter called the "SERVICES ")

Design wUh c ommunity In mind
09/15/;Ql&•JVEOA
V:\ l 156\acllvu\l 1561010 I \1ho,od\p,amollon\plQJ•J•niar,JwMlwtd1hp-dhl.>O• IOS_walonldo-vig-,lgnago,.<Jebjaw_?OI eon5,docx

Exhibit A 105 to General Provisions

Attached tq Agreement for Services
Between Owner and Engineer
Dated September 29, 2005

ATTACHMENT B -  SA· 105

Services Associated with Lakewood Ranch stewardship Olshlct Waterside Master Slgnage Plan

B. l	Informa tion provided by other design consultants

B.2	Master Signage Plans provided by other consulta nts

Design Wllh communlly In mind
09/25/2018 • NEOA

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Exhibit A 105 to General Provisions
Attached to Agreement fo r Services

Between Owner and Engineer

Doted September 29, 2005

ATTACHMENT C -  SA· 105

Services Associated with Lakewood Ranch Stewardship District

Waterside Master Slgnoge Plan

SCHEDULE

~	sery!ce	,llgd		
210	Signage Plan Review and Coordination Services	TBD	3 months	

Note:  Start dates sc hedule are fo be determine d by the CLIENT.

Design with community In mind

O'mS/2010 - JVEG~
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Exhibit A I 05 to General Provisions
Attach ed to Agreemenl for Services

Be1ween Owner a nd Engin eer

Doled September 29, 2005

ATTACHMENT 0- SA - 105

Services Associated with Lakewood Ranch Stewardship District

Waterside Master Slgnage Plan

IQ1k	services	Fee Type	Fee Amount			
210	Slgnage Plan Review and Coordination Services	T/M*	[as1.) $ 10.000			
950	Project Expenses	T/M*	(est.) $    500			
	Total	-	---=-=-=--=----		
		c·	(est .)$ 10,500	',		

~	Time and Material (T/M) esllmates are based upon past experience but the actual fee may be more or less due to fac1ors outside o f STANTEC 's control.

Unless o therwise specified, c harges for SERVICES are based on Stantec'shourly billing ra te table ("Rate Table"), attached hereto, The Rate Table Is subject to escalation from time to time. At a minimum, effective each January 1 d uring the term of this Agreement, Sta ntec's charges for SERVICES shall escala t'e by either [a) the most c urre nt Consumer Price Index year over year percentage Increase, not seasonally adjusted. for the preceding July, all Items, os published by Statistics Canada (for Projects In Canada) ,Plus 1.0%, or (b) the most c urrent Consumer Pric e 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 Stasti tic s plus 1.0% (for all other projects).

~~ ~         /4.
~~si;!,ie~~~; Aommunlly In mind	-~t~7.,:<_.>/p
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() Stantec

SCHEDULE OF FEES

Effective November I , 2017

~taff Level	Bate	
Level 3	$  90.00	
Level4	$ 100.00	
Level 5	$1 10.00	
Level6	$1 15.00	
Level ?	$ 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 1B	$ 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, suc h as printing and survey materials, will be billed at standard rotes. All other out-of-pocke f expenses will be billed at cost +15%.

l :\blf<10Jovot.,ola,\Schedulo o l Fno,,rot8.;21S6_2-modlna d_2017 I IOI.doc•

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change

Order

No.

59

Under Specific Authorization

No. 80

Stantec

Northeast Sector

Roadway

I

Intersection Analysis

Sta niec Consulting Services Inc,

6900 Professional Parkway Easl

Sarasota FL 34240-84 14
Tel: (94 l) 907- 6900
Stantec	Fox: !941) 907-6910

Augus l 31, 2018
Via:  E-Mail (mike.blockrick@lakewoodranch .com)

215810632

Lakewood Ranch Sl ewardship District 14 400 Covenant Woy
Lakewood Ranch, FL  34202

Attn:	Mr. Rex Jensen, Choir

Reference:   Change Order No. 59 Under Specific Authorization No. 80

Northea st Sector Roadway/  Intersection Analysis

Dear M r. Jensen:

Due to ongoing project needs, Stani ec is requesting approval to proceed with the Following a d ditional professional services as follows:

New Task 250 - Roundabout Analysis: Roundabout analysis of th e SR-64/ Uihlein Rood and SR-64/ Bourneslde Boulevard lnterseclions as requested by FOOT Dislrict for p ermitling these intersections. We are requesting to add this task lo !he SA with a task budget of $5,000. time and materials.

•	Time and Material (T/M) es timates are based upon post experience but the actual fee may be more or less due to factors outside of Stantec's control.

Unless otherwise specified, c harges for SERVICES ore based on Stantec's hourly billing rate table ("Rate Table''),ol tached hereto. The Rate Tobie is subject to escala tio n from time lo time. At a minimum, effeclive each January 1 during the term o t this Agreement, Stontec'scharges for SERVICES shall escala le by eilher (a) the most current Consumer Price Index year over year percentage increase, not seasonally adjusled, for the preceding July, a ll items, as published by stolistics 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 Inc rease, not seasonally adjusted, for the preceding July, as published by the U.S. Bureau of labor Stallstics p lus 1.0% (for all other projects).

S.A. Contract to Date	$43,500		
Increase !his Change Order	$	5,000		
New Contrac t Sum	$	48,500		
Stootec Consulting Services Inc.	Lakewood Ranc h Stewardship Dlslrid		
6900 Professional Parkway East		14400 Covenant Woy		
		I akewood Ranch, FL 34202		
		By		
8/31/2018		Dole		
Dd te				
~
8/31/2018
Dale

f')l•lgr1wllt1.1.n111ri 111nily 11 nJ1 ,,j
V;\71S6\oc llve\2156 IO I01 \1hmod\pr0m~llon\pro.J'l•n•"nJwi,d,o-aa_co-M _n ...,ctr<dwv·fnlr,~l,1,.. IIW tsk-2.5()JoundoboulJa'-20180831.doo-c

Stantec

SCHEDULE OF FEES

Effective Novem ber 1, 20 17

Stoff Level		Ra te	
Level 3	$	90.00	
Level4	$	100.00	
Level s	$	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	$	2 15.00	
Level 18	$	225.00	
Level 19	$	235.00	
Level20	$	245.00	
Level 21	$	260.00	
l 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 b illings, such as printing and survey ma1erials, will be billed o t standard rates. All other oul-of-pocket expenses w ill be billed al cost + 15%.

2:\bINn11JovoL.rolr.,\Schhdul1t ol fDat-2014...2156...2-modlflO<l_2017 I I 01,doc•

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 60 Under Specific Authorization

No.

91

Stantec

East-West Force Main and Water Main Extension

Project

()

Stantec

Stantec Consulllng Services Inc.

6900 Professional Parkway Eosl

Sarasota FL  3'1240-8414
Tel: (941 I 907-6900
Fax: (941) 907-6910

September 25,

2018

Via: &Mail (rex,jensen@smrranch.com)

Fi

le:

2156

14203

Lakewood Ranch Stewardship District

14400 Covenant Way

Lakewood Ranch, FL 34202

Attn:

Mr. Rex Jensen

Chairman of the

Board

Re

feren

ce:

Change Order No. 60

East-West Force Main

Under Specific Authorization No. 91		
and Water Main Extension	Project		

Dear

Mr. Jensen:

Due to ongoing project requesting approval to

needs and changes proposed by Roger Aman and Bob Simons.		
proceed with the following	addltlonal professional services	as foll		

Stontec ows:

Is

New

Task

310

-

Lift Station

Design

Stantec will prepare construction plans and specifications for Lift Station No. 12 that will serve	the		
			
east side of Lorraine Road and	tie-in to	the existing force main	on Lorraine Road. Task includes		
GOordination with the Client on	the design and location of the lift station as well as County	Utlllty		
and  FDEP  Utility	Permit  applications.	Task  Includes	SWFWMD	or  DEP  Environmental	Permit		
applications as ii	is believed this	project will be exempt	or only require a minor modification.					

We

request a

Fixed

fee

of

$15,000

for

th

is

t

ask.

New

Task

320

-

Lift

Station

Permit

Processing

Stont

ec

wlll respond

to

permit review comments from Sarasota

County

and

FDEP/

SWF

WMD.

We are proposing a

T/

M

fee

of

$5,000 for this task.

New

Task

330 -

Lift

Station

Bidding

Services

Staniec wlll provide technic	al specifications, quantity take-off figures and a bid schedule for the Lift		
Stdtion. One quantity take-off and opinion of probable cost for the Client will be provided based		
on the final cons!ruc tion 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 documen	ts and		
conduct a public bid that will be provided	to pre-qualified list of contractors. The publ!c bid process		
will include adver!lsement of the bid; a Pre-Bid	meeting; Issuing bid Addenda; public	bid opening;		
tabula !ing 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 tabulation of the received	bids.							

We

are

requesting a

Fixed

Fee

of

$7,500

for

th

is

task.

Design

with

community

In

mind

0,/2A/2016-Jl/£GA •J •:\2156\ocliYe\215'14:IOO\odmln\do~umanl•\p<cpo1al\p10

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1:,.111

.

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CO 60 to SA 91	District		
Lakewood Ranch Stewardship			
East-Wesl Force Main and Wa ter Main		
Page 2of 3			

Ext

.

New Task 340 -	lift Station	Construction Phase	Services		

			n, review test reports and shop		
Staniec wltl provide	construc tion observatio			

drawlng

r

eview.

We ore proposing a

T/M

f

ee

of

$12,000

for

this

ta

sk

.

New

Task

350

-

Lift

Station

Certifications

Staniec wlll provide certifications	to Sarasota County	and FDEP as required. Signed	and sealed		
				County		
record drawings will be	provided by the Cllent'sor contractor'ssurveyor that meet Sarasota			
				
. Task includes preparing	and submltling Certification package	lo Sarasota		
					
and FDEP requirements								
County and FDEP.								

We ore proposing a

Fixed

Fee

of

$5,000

for

this

ta

sk.

New

Task

360

-

Lift

Station

Mlscellaneous

Survey

Services

		ra phic data as	ed for the		
			requir			
Staniec will collect topog		and		
descriptions for easement	s required in the permlt11ng			
				
topographic survey	will not be provided.				

lift ce

station permitting. rlificatlon process.

Prepare A slgned

sketch and and sealed

We are proposing a T/M fee of $5,000 for this task.			
•	Time and Materlal (T/M) estimates ore based upon post experience	bul the actual		
				
	control.			
	due lo fac tors outside of Slantec's			

fee

may

be

m

ore

or

less

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

S.A. Contract to Dale	.. ,..	__,.,.-----	==~	--..,,-		

Increa se this Change O&L-~!)og~		
New Contract Sum	~		

..,

Slgnofures

on

n

ext

page.

CO 60toSA 91
Lakewood Ranch Stewardship Distric t

East-West Force Main and Water Main Ext.

Page 3 of 3

stadtec consulthig Servh;;es Inc.	Lakewood Ranch stewardship District	
62QP Professional farkway East	I4400 covenant Way	
		Lakewood Ranch, EL 34202	
		By	
Date	/;	Dote	

Date

Design wllh community In mind
09/W2016-JVEGA
vJ •:\2156\acllvo\2 IS&I ~203\odmln\documonl1\PfOP0101\p,oJ•l•n1•nJ wod_10-t 1_co-1A.ea1l ·wo,1•lm_wm ,o,L,1w•l1)J!l-1la• I2...dcb.d,m.20160?~.d oc,

(j Stantec

SCHEDULE OF FEES

Effective November 1, 2017

Staff Level	Rate	
Level 3	$  90.00	
Level 4	$ 100.00	
Level 5	$1 10.00	
Level 6	$] 15.00	
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 b illings, such as printing and survey materials, will be bllled a l standard rates. All other out-of-pocket expenses will be billed at cost + 15%.

l :\ b11ngJO••LJale >\Schodv!a ol Fa ~•·2010..,156..2•moctmed_20111 101 .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		

(i

Stantec

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

Sept

ember

26,

2018
Via: Hand Delivery and E-Mail
frex.iensen@smn:onch.com)

File:

215613369

Lakewood Ranch Stewardship District

14400 Covenant Way

Lakewood Ranch,

FL

34202

Atfn:

Mr. Rex Jensen

Chairman of the

Board

Reference:

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

Dear Mr. Jensen:

Stantec

Masters

is requesting approval Avenue Extension East

for the following Project.

tasks

for additional services

rela

te

d

to

the

future

The

Existing

Task

250 -

Construction

Phase

Services

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

•

Time and Material (T/M) estimates are based due to factors outside of Stonfec'scontrol.

upon

post

experience

but

1he

actual

fee

may

be

more

or

less

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

D~slgn with community iri mind			
09/26/2018 , JVEO/\	i33&9\odmln\c 01ro,pondtnc	e\propo1al\proJ•lonsanJw,<d.Jr101lert-0ve-exl-a01l.,so-69_co-61_bdgl•lnc•250.cn,clr		
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201ll09?6.docx

CO 61	Under SA 69		
	on East		
The Masters Avenue Extensi		
Page 2 of 2		
	S.A. Contract to Date		
	Increase this Change	Order	
	New Contrac t Sum		

$	236,300	
$	10.000	
$	246,300	

Staniec consulting Services Inc.

6900 Professional Parkway East

By	9fur/te		
Date			
				
By	#6A		
Date				
Enclosures:	Schedule of Fees		
C:		, LLC		
	Bob Simons, LWR Development		
	Suzanne Fugate, LWR Development, LLC		

Lakewood Ranch Stewardship District

14400 Covenant Wav

Lakewood Ranch. FL 34202

By

Dote

Oastgn with community In mind
09/26/2018 • JVEGA
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-ovo-od,0011Jo-69_co•6l_bdgl,lnc,.250_c

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lrc

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,vc1.J<ol.2()180926,doc•

() Stantec

SCHEDULE OF FEES

Effective November l , 20 17

	Staff Level		Rate	
	Level 3	$	90.00	
	Level 4	$	100.00	
	Level5	$	110.00	
	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	$	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			
billingsUnit	, such as printlng and survey materials, w ill be billed o 1 standard rates. All other out-of-	

pocket expenses will be billed at cost + 15%.

2:\blllf\OJevolJolu\Schoduto or Foes-2018_2156..:Z•mQC/\lleq_;I01' i IOI .doc•

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 62 Under Specific Authorization

No. 39

Stantec

44th Avenue East Phase IV

()

Change Order

Lakewood Ran

No. 62 Under SA 39 ch Stewardship Distric

t

Page

1

of

2

Oct

ober

l, 2018 Via:

Hand Delivery and

E-Mail

(rex.lensen

@sm

rra

nch.com)

FIie:

2156121	13	

Lakewood Ranch Stewardship District		
14400 Covena nt Way		
Lakewood Ranch,	FL 34202		

Attn:

Mr. Rex Jensen

Chairman of the Board

Re

fe

rence:

Change Order No. 62 Under Specific	
44  Avenue East Phase	IV	
th		

Authorization

No

.

39

Dear

Mr. Jensen:

Due to ongoing services.

project

needs, Stantec Is requesting

app

roval

f

or

t

he

following tasks for professional

Existing

Task

260 -

Plan

Revisions

We hove exceeded the budge	t for the previously	added Task # 260 for this projecet . Du  to plan		
			to address grading		
revisions for the 44'" Ave. Phase 5	project, we had to revise the c onstruc tion plans			
			0		
discrepancies at the Lorraine Road Intersection. We are therefore requesting an additional $2,50			
			
to be added Task II 260 for these Phase 4 plan revisions. This Increase will bring the total for this task		

to

$12,000

Existing

Ta

sk

240 -

Bid

Documents

We have exceeded the budget for	the	bid	processing phase for this project	. Because of		
						
addltlonal Lakewood Ranch Stewardship District bidding	process required for construction of		
		cover the 3rd		
	ining storm sewer,	we	are	requesting a n additional $7,500 to			
roadway and rema							
processing phase	for Phase 4. This Increase will bring the total for this task to $27,500.		

the the bid

Exisling

Task

270-

Construction

Phase

Services

Phase

IV

ruction		
We have exceeded the budget for the Const	Invo		
separate a nd additional construc tion processes			
	ntio		
			
additional storm sewer we ore requesting on addi		

Phase Services for this project. Because of the	
lved with the construction of the roadway	and	
al $28,000. This Increase will bring the total for	

this task to

$93,500,

(}	Under SA 39		
Change Order No. 62			
Lakewood Ranch Stewardship District		

Page

2 of 2

New

Task

530 -

Survey Services

As requested, Stantec performed topographic survey services that cross-sectioned	the roadway		
			
allgnmen1. This work was performed to quantify the previously excavated material from Lake 13		
that was for roadway fill as part of the c urrent # 3 bidding process. Stantec Is therefore	requesting a		

new Task

# 530

In

th

e

amount

of

$2,800

be

added

to

the

co

ntract.

S.A. Contract to Dote

Increase this Change Order

New Contract Sum

S 391,600

i.$--.....40:.;=-.a:.a800.....____ 1

$ 432,400

Stantec Consulting Services !nc.

Date

Date	1(2·/·/PJ			
				
C:	Bob Simons, LWR Developme	nt, LLC		
	Mike Blackrlc k, LWR Development, LLC		

Lakewood Ranch Stewardship	District		
			
14400	Covenant Way			
Lakewood Ranch, FL 34202			
By				
Date				

Enclosures:

Sch

edule

of

Fees

LAKEWOOD RANCH

STEWARDSHIP DISTRICT

Change Order No. 1				
C & M Road Builders, Inc.				
Waterside Neighborhood 8	of Phase	2		
Scope 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:	10/12/2018		
	--------------		
IOwner: Lakewood Ranch Stewardship District	Owner'sContract No.:		
			
	Date of Contract: 12/07/2018		
	Engineer'sProject 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=50~	----------		

[Increase] [Decrease] Orders No._0__to

from previously approved Change	[Increase] [Decrease]	
No._0	.	No._0__to No._0	

from previously approved Change Orders .

Substantial completion

(days):

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

$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)	Contract Documents Committee and endorsed		
Prepared by the Engineers' Joint			
Associated General Contractors of America and the Construction	Specifications		

by the Institute.

Pagel

of

l

Stantec

Waterside Neighborhood 8

Bid Form

Summary of Construction Costs

Ear!hwork	$132,245.00	
Roadwcw & Pavement	$159,165.00	
Potable w ater	$34,659.00	
Sanilary Sewer	$88,968.80	
Drainage	$77,257.30	
General	$61,896.50	
Grand Total = -------------- $554,19 1.60

I0/4/2018-5:25 PM
C:\Users\ogodhlo\AppDoto\Locol\Mlcrosort\Wlndows\lNetCoct10\Conlonl .Outlook\JBH7927V\WATERStDE8El<CELBID 18005·CO1· 10-3-1 S-revised,xlsx-

Cosl Summary

1 of 7

CJ,	Stantec

Earthwork

Item#	Description	Quantity	Unit	Unit Pric e	Total		
							
	Clearing and Grubbing (Area Within Silt Fence)	5.0	AC	$3,120.00	$ 15,600.00		
	Remove exisl. drainage	1.0	LS	$5,670.00	$5,670.00		
	Excav. & Emb. (no offsi1e fill, placemen!,		LS	$93,400.00	$93,400.00		
	compac tion, expansion of exist lake 2)						
	Pump down existing Lake LR-2		LS	$9,230.00	$9,230.00		
	Finish 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 Protedion	2	EA	$35,00	$70.00		
	Temporary Construc tio n Entra nce p er Oe1all		LS	$5,500.00	$5,500.00		
	Complia nce with FDEP NPDES Permit	l	LS	$3.880.00	$3,880.00		
	Temp. Drainage Swale	(2,850)	LF	$12.80	-$36,480.00		

Earthwork Total =    $132,245.00

10/~/2018•5:25 PM
C:\Use~\ogodhio\App Dolo\Locol\Mlcrosort\Wlndows\lNelCo che\ Conlenl .Ou llook\J8H79Z7V\ WATERSIDE8~XC EL61D 18005-CO 1- 10-3- IO..revised ,)(11x-

Eorthw0!k

2 of 7

Stantec

Roadway & Pavement

MANATEE CTY SPEC	Quantity	Unit	Unit Price	Total		
Item#	Description						
Concrete Sidewolk	603	SY	$30.20	$ 18,210.60		
Handicap Romps (Inc ludes Curb, Curb Tra nsilions,	2	EA	$880.00	$ 1,760.00		
and Trunca1ed Domes)						
2" Type hS-1 Asp	a lt Concrete (ext o f canon)	2,838	SY	$ 10.20	$28,947.60		
8" Cemen1-Stabilized Base	2,838	SY	$14.20	$40,299.60		
8" S'tobilized Subgrade, Type B, LBR 40	3,022	SY	$4.00	$ 12,088.00		
Lane widening excav		LS	$8,800.00	$8,800.00		
Type 'F''Curb		1,242	LF	$ 11.60	$14,407.20		
Modified Type "f" Curb	291	LF	$ 14.00	$4,074.00		
4'Stabilized Shoulder (1 8" !hick)	259	SY	$ 12.00	$3,108.00		
Signage a nd Striping		LS	$15,870.00	$ 15,870.00		
Mainte nance of Traffic		LS	$1 1,600.00	$1 1,600.00		

Roadway and Pavement Total =  $159,165.00

10/4/2018-5:25 PM
C:\Users\ c,g od~1lo\ A ppOoto \Loc al\Microsofl\ Winctows\lNolCoche\ Content.Oul look\J8H79Z7V\WA TERSIDEBEXCELlllD 18005-CO 1-10-3- 1B•revised .idsx-

Roodwoy 8. Poverne11I

3 of 7

G Stantec

Potable Water

Item#	Description	Quantlt)	Unit	Unit Price	Total		
								
300	8" Waler Main - C905, DR- 18	473	LF	$	23.00	$10,879.00		
30 1	8" Gate 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		$1 50.00	$300.00		
304	Connect to Existing		LS		$2,660.00	$2,660.00		
305	Fire Hydrant Complete		EA		$4,880.00	$4,880.00		
306	watermain Fittings		LS		$7,440.00	$7,440.00		
307	Testing in Accordance w/ currenl Sarasota		LS		$2,800.00	$2,800.00		
	County Utilities Department Standards							
308	Sarasota Coun ty Utilily Construc tion Permit Fee -		LS		$2,240.00	$2,240.00		
	Potable Wal er							

Potable Water Total=   $34,659.00

10/4/2010.5:25 PM
C:\Users\ogodhlo\AppOCl lCl\local\Mlcrosofl\ Windows\1Ne1Coch8\Conlont. Oullook\J8H79l7V\WATERSIDE8EXCELBIOI 8005-CO l • I 0-3·18-revlsed.xlsx-

Poloble Waler

4 of 7

Stantec

Sanitary Sewer

Item#	Description	Quantity	Unit	Unit Price	Total		
							
	6" Forcemain - C900, DR-25	498	LF	$16.60	$8,266.80		
	8''PVC Sanitary Gravil y Sewer, SDR 26 ( I 0'-12')	50	LF	$56.00	$2,800.00		
	8" PVC Sanitary Grav ity Sewer, SDR 26 (14'-l 6')	50	LF	$86.00	$4,300.00		
	8" PVC Sanitary Gravily Sewer, SOR 26 (8'- 10'	448	LF	$34.00	$15,232.00		
	Depth)						
	Sanitary M anhole (8'- l 0'Depth) (Outside Drop -		EA	$ 13, 450.00	$13,450.00		
	LINED) w/p-trap		EA				
	Sanitary Manhole (8'- 10'Depth) (LINED)			$9,560.00	$9,560.00		
	Sanitary Manhole (8'- 10'Depfh)	2	EA	$3,720.00	$7,440.00		
	Sanitary Manhole ( 10'- 12'Depth) MH #6		EA	$3,980.00	$3,980.00		
	Sanitary Manhole (14'- 16'Deptl1) MH t/: l a		EA	$4,370.00	$4,370.00		
	A ir Release below ground		EA	$9,670.00	$9,670.00		
	Tesling in Accordance w/ Curre nt Sarasota		LS	$4,100.00	$4,100.00		
	County Ulilities De partment S1ondards						
	Sarasota County Utility Construction Permit Fee -		LS	$5,800.00	$5,800.00		
	Sanitary Sewer						

Sanitary Sewer Total =   $88,968.80

I 0/4/20 18•5:25 PM
C:\Usors\agadhlo\AppDato\Local\Mlcrosort\ Wlndows\lNetCache\ Content.Oul look\J8H79Z7V\WATERSIDE8EXCEL8tD 18005-CO 1·10-3-18-revisod.xl~x-

Sonllory Sewer

5 o f 7

Stantec

Drainage

Item #	Description

500	18" RCP

501	24''RCP

502	42" RCP

503	48" RCP

504	19"x30" ERCP

505	6" Type C Underdroin

506	Underdrain Cleanout

507	Throat Inlet

508	Grate Inlet

509	Storm Manhole

510	Mitered End Section per FDOT Index 273 ( 19"x30"
r-n...-.n,  , ,,...., ____ , _ -' -\

510	Modify Exis t Throai inlet to J-box

Quantify	Unit	Unit Price	Total	
63	LF	$32.00	$2,016.00	
246	LF	$52.00	$12,792.00	
11 3	LF	$95.80	$10,825.40	
133	LF	$106.70	$14, 191.10	
46	LF	$54.00	$2,484.00	
378	LF	$ 14.60	$5,518.80	
6	EA	$325.00	$1,950.00	
4	EA	$3,350.00	$13,400.00	
	EA	$3,460.00	$3,460.00	
	EA	$3,040.00	$3,040.00	

2	EA $1,800.00 $3,600.00 EA $3,980.00 $3,980.00

Drainage Total =  $77,257.30

10/4/2018--!i:25 Plvl
C:\USf!J'S\Ogadhlo\App0c1l0\Locol\Mlcrosofl\Wlndows\lNalCache\Content .Oul look\J8H79Z7V\WATERSI0E6EXCELBID l 8005--CO 1• l 0..J..16,revised.~ISX·

Drolnoge

6 of 7

C, Stantec

General

Item#	Description	Quantity	Unit	Unit Price	Total	
600	Construction stake Out		LS	$ 19,600.00	$19,600.00	
601	Record Drawings (SWFWMD & Sarasota Counly		LS	$ 12,350.00	$12,350.00	
	Standards)					
602	Bonding		LS	$10,250.00	$10,250.00	
603	Additional 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	
	Insta ll)					
605	• 4" Schedule 40 PVC Conduit Crossing (Ma lerial &	675	LF	$6.50	$4,387.50	
	Install)					
606	"6" Schedule 40 PVC C onduil Crossing (Material &	190	LF	$8.60	$ 1,634.00	
	Install)					
607	• 2'1 Schedule 40 PVC Conduit Crossing (lns1all 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 (Insta ll Only)		LF	$7.50	$0.00	

General Total =  $61 ,896.50

t-Conduit Crossing quantities listed above wlll be used as unil prices applied to conduit layout and design that is yet to be de veloped. Ac tual quantities are unknown at time of b id.

I 0/4/?0 I B-5:25 PM
C:\Use,s\ogocJhlo\AppOola\loc al\Mlcrosofl\Wlndows\lNel Coche\Conlenl .Oullook\J8H79Z7V\ WA TERSIDE8EXCELBID 18005-CO 1- 10-3-18-revlsed ,)(\SJ<·

General

7 of 7

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. _

Woodruff & Sons, Inc.

Lakewood Ranch Boulevard South

(provided under separate cover)

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 current 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 Avenue 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 accordance with the terms of the Agreement.

m  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		
					please sign where indicated and return		
services.  If	you wish to accept this Work Authorization,			
				
to our office.  Thank you for the opp01iunity to be	of service.		
APPROVED AND ACCEPTED		Sincerely,		

By:--------------		
Authorized Representative of		
LakewoodDistrictRanch Stewardship		
Date:	--------------		

By: _________	_		
			
DMK Associates, Inc.			

	Ex hibit A		
	Scope of Services		
A• ■ OCIAT ■■	September 21, 2018		
rmLNGNI.CPll.llYRVQYt.)s:Ui			
Mr. Mike Blackrlck, Project Manager	mike blackrick@lakewoodranch com		
Lakewood Ranch Stewardship District			
Schroeder• Manatee Ranch, Inc			
14400 C:Ovenant Way			
Lakewood Ranch, Fl  34202			

Subj ect: Proposal for Roadway Plannini:, Eni:ineerini:, Land Surveyine, Utility and Permittini: Services, School Avenue, Lakewood Ranch, Manatee County, Florida, Sec, 1 end 2, T35S., R19 E., DMK Ref. No. 15-0270

PROJECT UNDERSTANDING

DMK understands t he proposed School Avenue allenment traverses east to west from Uihlein Parkway to an established wetland adjacent to SR64 where it tra~erses northward to Intersect the State Road. Deslen and const ruction arc for approximately 4,300 LF of roadway inclusive of associated Improvements such as necessary water distribution and sanitary collection/transmission Infrastructure. For budi:etlni: purposes, const ruction Is anticipated to take approximately 9 months from NTP to completion. The proposed alienment has been master pl11nncd throu&h the LWSD and will be adopted in Its present state.

The proposed desien l s for t he construction of four lanes of pavement with closed drainage and a median. Landscaping of the median will be by others. Proposed services will Include the plannlne and desl&n of utilities to be installed durin& roadway construction to include an up to 10" water/fire line and 6N sanitary force main with associated Manatee C:Ounty lift station. Services include surveying, deslen, permit assistance, bid support services, limited services during construction and closeout services with both Manatee C:Ounty, SWFWMO and the FOOT. Services further include an Intersection design and permit assistance with the FOOT for the Intersection of the School Avenue Spur and State Road 64 as well as t he Intersection of School Ave. and Uihlein

Parkway.

SCOPE AND FEES

In accordance with our Master .4&reement with the Lakewood Ranch Stewardship District, dated November 10, 2016 and using the terms, conditions, rates and standard of c11re as agreed, we propose to provide the followini: services for t he fees quoted. These services match the tasks as outlined In your RFP:

Task 1- Data Acquisition and Back11round lnformation, DMK will work diligently to obtain necessary back&round infonnation to establish the desired course for County and State permitting. Such Information ls as follows:
1.  Controlling Boundary Survey Information. Foley/Kolarik.
2.	MetesdescriptionandBounds	of defined wetlands at project terminals. Foley/Kolarik.

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

4.	Uihlein Blvd. Intersection Design. Wa ldrop.

5.	Adjacent'subdivision desl&ns from Taylor Woodrow. Waldrop.

www.dmkassoc.com

f n1lowood Olli<• 4 , J s Sou1h Accu, Ro,d, tngl• wood, f l )4224 , Ph one (941) 475•6596 • h • 1941) 474-5060 Vonlu otnc, 421 Comme rcial Court, Suit• C, Vonlc■, PL ) 4 292 • P~o n, (941) 412•1Z9) • h • (941t AJZ-1()4)

Mike Bl3ckrick, Project M3n3ger, SMR

L3kewood R3nch Stew3rdship District, School Ave. Design and Pem1itting
September 21, 2018
pg.2

6. 7. 8.

Historic WMD permit applications and final disposition. SWFWMD. Water and wastewater master plans. Manatee County or Stantec. SR64 Roadway plans within the design area. FDOT Records.

Deliverables under this section information regarding existing

will include conditions.

appropriate memoranda and evidence of meetings and LUMP SUM FEE: $10,500

Task 2- Pem1it 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		
net\vork. 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	right of		
roadways and discharge points.  For the purposes of design, DMK will prepare an intersection			
			
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	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		
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: Construction plans suitable Intersection design plans suitable for FOOT approvals. versions of all submittals. LUMP SUM FEE: $96,000

for Manatee C.ounty and SWFWMD. Submittal sets of plans up to 10 sets.

PDF

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

school site on lands to be determined prior to	completion of		
working with FPL and Manatee County Utilities for the		
the lift station site. Deliverables: Construction	plans suitable		

for

Manatee

County Utilities.

Application

packages

to

Manatee

County

and

the

FDEP

for

d1y

water

line

and

wastewater

transmission facilities

inclusive

of

lift

Station

and

Force Main Designs.

Up

to

10

sets

of

drawings

in

suppo1t

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", 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 are required. DMK anticipates	the possible placement of		
		as needed and		
conduit	for future signalization if required.	Deliverables:  Connection drmvings			

suitable for filing

with

FOOT.

BUDGET

HOURLY

FEE:

$9,800

Task 7 -

FOOT

Drainage.

DMK

will

prepare

stormwater

modeling

in

accordance

with

FOOT

critical

storm requirements and as

required

to

secure a connection and drainage permit.

Deliverables:

FOOT

stornnvater calwlations

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	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

FOOT.

No

ACOE

permitting

is

anticipated.

Deliverables:

Environmental drawings in

a

fonn

suitable for filing for agency approvals.  Anticipated

drawings

will include

wetland

delineations

as

prepared

by

consultant in

8.5

11x11

11

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.			
					will provide		
may be used at the engineer'sdiscretion.	Upon approval	of the final plans, the engineer			
					
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		
	It is understood that the LRSD Engineers	will prepare all		
through	an organized bidding process.				
					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		

on a time and materials basis. For the 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.

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:

swvey

sketches

and

descriptions

as

11eeded.

BUDGET HOURLY

FEE:

$9,800

Task 13 - Meetings.

DMK will attend

all

necessary meetings

for

necessary approvals

of

the

construction

plans

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		
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:  Memora11dum as 11ecessary.  BUDGET			

by

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 Ownerpay will	all submittal fees and sign as		
Applicant in a timely manner. DMK will prepare all supplemental	information as necessary to seek			
					
construction plan approval and respond to up to three (3) Requests for Additional lnfonnation.			

Deliverables:

Permit

applicatio11

forms,

supporting

i11formation

submittals

to

Manatee

Cou11ty,

FDEP,

and

SWFWMD.

All

e11vironmental

consultillg

work

shall

be

performed

by

others

with

the

exception

of

support

sketches as

outlined

i11

Task 6.

BUDGET HOURLY

FEE:

$11,500

Task 16 - Stormwater Pollution Prevention Plan {SWPPP).  DMK will assist the Owner in applying for	
SWPPP	application in accordance with State requirements for a roadway construction project.	
Deliverable: SWPPP Applicatio11 with support infonnation for Owner execution.  BUDGET HOURLY	
FEE: $4	500	
1		

a

Task 17 - Landscape and Irrigation Plan Coordination.	DMK will provide coordination services to the		
		services will include assistance with base		
Owners Landscape and Irrigation Designer. Coordination			
			
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 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: Suppo1t services.

BUDGET HOURLY

FEE:

$1,000

Task 19 - Geotechnkal 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,
September 21, 2018
pg.5

School

Ave.

Design and Pem1itting

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)	
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 ofover a period	up to 6 months.  Submittals for pay are anticipated	
to be monthly.  Deliverables: Meeting minutes, observation summaries, weekly observation reports,	
EOR consolidation of record drawings and submittals for final acceptance. BUDGET HOURLY FEE:	
$4(},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 Blackrick, Project Manager, SMR

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

The fees quoted for each Individual task have been estimated . Should t he Lump Sum or Time 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 t11sks within the overall project budget.

This fee Is for the wo rk specifically descri bed above. No other tasks are proposed. Should Task deliverables require revisions, additions or modifications, DMK will recommend necessary associated changes within the scope and fee and request approvals accordingly. A provision has been made for additiomil services as may be requested from time to time.

The Scope of Services as described In each Task shall be refered to as " Basic ~rvlces." Should "Additional Services" be requested or required, DMK Associates will seek authorizzition prior to Incurring charges.

Fees proposed hzive been established from hourly rates as agreed upon within DMK's M11ster Agreement with the Lakewood Ranch Stewardship District. Should this proposal be acceptable and approved w ith 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 the Master Agreement.

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

Respectfully Submitted,

DMK ASSOCIATES, INC,

K11rl w. Kokomoor

President

Attachments:

:L	DMK Master Agreement wit h the Lakewood Ra nch Stewardship District datl!d November 10,

2015