Lakewood Ranch Stewardship District
12051 Corporate Blvd, Orlando, Florida 32817; 407.723.5900 www.lakewoodra.nchstewar·dship.com

BOARD OF SUPERVISORS LAKEWOOD RANCH STEWARDSHIP DISTRICT

Friday, July 12, 2019 9:00 a.m. Schroeder-Manatee Ranch, Inc. 14400 Covenant  Way Lakewood Ranch, FL 34202

For those unable to attend in person, the call-in information for the meeting is as follows: Number:	1-866-546-3377
Passcode:	218802

LANDOWNERS' MEETING AGENDA

Call to Order
Appointment of Chairperson for the Purpose of Conducting the Landowners' Meeting
Determination of Number of Voting Units Represented or Assigned by Proxy
Casting of Ballots
Ballot Tabulations and Announcement of Referendum Results
Adjournment

BOARD OF SUPERVISORS MEETING AGENDA

Call to Order I Roll Call
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]

Administrative Matters
Consideration of Minutes of the June 7, 2019 Board of Supervisors Meeting

Business Matters
Consideration of Resolution 2019-32, Ratifying the Result of the Landowners' Referendum
Consideration of Matters Relative to the Taylor Morrison - Azario Project, Series 2019 Bond Issuance
Consideration of Acquisition Agreement
Other Matters (provided under separate cover)
Consideration of Matters Relative to the Indigo Project (Second Expansion Area), Series 2019 Bond Issuance
Presentation of Amended and Restated Master Engineer's Report
Presentation of Amended and Restated Master Assessment Methodology Report
Resolution 2019-33, Declaring Special Assessments for Indigo (Second Expansion Parcel)
0. Resolution 2019-34, Setting a Public Hearing on the Imposition  of  Special Assessment for Indigo (Second Expansion Parcel) [suggested date: August_, 2019}
E. Other Matters (provided under separate cover)

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Consideration of Agreements between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials
Rangeland Pkwy. from Lorraine Road to Uihlein Road Irrigation Construction
44th Ave from Lorraine Rd. to Bourneside Blvd. Irrigation Construction
Consideration of Agreements between the District and SMR Farms, LLC for Landscape Installation Services and Materials
Bourneside Blvd.; Lakewood National to SR64 Project
Post Blvd. from 59th Av. To Rangeland Pkwy. Project
Consideration of Agreement between the District and Altec Lakes and Natural Areas, Inc. for Landscape and Irrigation Maintenance Services (Silver Palms Boulevard)

Financial Matters
Draw Requests (provided under separate cover)
Compilation Report

Other Business
Staff Reports
a  Manager's Report a  Attorney's Report a Engineer's Report
Change Order No. 1
Altec Lakes and Natural Areas, Inc. Bob Gardener Park
Increase in Contract Price
Increase in Contractor's unit pricing rates

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Change Order No. 2
Altec Lakes and Natural Areas, Inc. Silver Falls Run
Increase in Contract Pricing
Increase in Contractor's unit pricing rates
Change Order No. 01
SMR Farms, LLC
Waterside "Neighborhood 8" Landscape Construction Increase in Contract Price
Additional Plant Material Required
Change Order No. 02 SMR Farms, LLC
Bourneside Blvd. South Phase 1 - Landscape Construction Change in Contract Price
Change in Contract Scope
Change Order No. 15 Ryangolf Corporation
Uihlein Rd & Rangeland Pkwy Improvements
Add 45 Days
1A Uihlein Adds: Replace Walk & Ramp at Lakewood national & Uihlein and thermo stripping, and credits for signs and curb/gutter

1B Rangeland Adds: Credit for sign ground mount, furnish & installation 1A Uihlein: Turn lanes to new drive (from December 2018)
Change Order No. 2
Frederick Derr & Company, Inc.
Rangeland Pkwy Improvements and Post Blvd. Extension
Correction to C0-1 deduction for Owner's direct purchase of materials for Core & Main
Change Order No. 1
Watson Civil Construction, Inc.
441h Avenue East Phase IV Roadway Proposal for Street Light Pole Installation
Change Order No. 2
Watson Civil Construction, Inc.
44th Avenue East Phase IV Roadway
Direct Material Purchase Credit for Street Light Pole Installation
Change Order No. 3
E.T. MacKenzie of Florida, Inc. Waterside East-West Utilities
Request to increase number of days due to waiting of approved plan
Change Order No. 6
E.T. MacKenzie of Florida, Inc. 44th Avenue East Phase V
Credit for portion of Lorraine Rd 44th Ave E Phase 5 Intersection part of original bid
Change Order No. 7
E.T. MacKenzie of Florida, Inc. 44th Avenue East Phase V
Lorraine Rd and 44th Avenue East Intersection:
Revisions to Lorraine Rd/44 th Ave E Ph 5 Intersection. Changes by Owners to limits and scope with credit for original bid quantities. Request for 90 days extension
Change Order No. 8
E.T. MacKenzie of Florida, Inc. 44th Avenue East Phase V
Lorraine Rd and 44th Avenue East Intersection:
Tax deduction on materials purchased for revisions to Lorraine Rd/ 44th Ave E Ph 5 Intersection. Changes by Owners to limits and scope with credit for original bid quantities.
extension
Change Order No. 9
E.T. MacKenzie of Florida, Inc. 44th Avenue East Phase V
Lorraine Rd and 44th Avenue East Intersection:

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Additional work completed to date with LWRSD approval including credits to prior change orders and additional quantities to items within the original bid contract
Change Order No. 10
E.T. MacKenzie of Florida, Inc.
44th Avenue East Phase V
Lorraine Rd and 441h    Avenue East Intersection:
Tax Deduction for materials purchased for C0-9 additional work completed to date with LWRSD approval including credits to prior change orders and additional quantities to items within the original bid contract
Proposal
Fawley Bryant Architecture Waterside Perk Place Pavilion
Professional Services - Total Design Fee $42,861.00
Proposal
The Rogers Group
Fruitville Ln & Lorraine Road
Labor, Material, Construction Management and Permitting necessary to complete the Construction of Monument Sign (A) and Median Sign (E) Structures - Amount $129,136.00
Proposal
Kisinger Campo & Associates, Corp.
Lakewood Ranch Boulevard Overpass over 1-75 to Cattleman Road
Project Development and Environment (PD&E) Services for Evaluation of the
1-75 Overpass Concept- Lump Sum Amount $1,041,355.00
Audience Comments
Adjournment

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LAKEWOOD RANCH STEWARDSHIP DISTRICT
BOARD OF SUPERVISORS MEETING AGENDA JULY 12, 2019 AT 9:00 A.M.

SCHROEDER-MANATEE RANCH, INC.
14400 Covenant Way  Lakewood Ranch, Florida 34202

 8DARD OF SUPERVISORS		DISTRICT STAFF	

Rex JENSEN

CHAIRMAN

DISTRICT MANAGER HANK FISHKIND

PFM CONSULTING GROUP LLC

TONY CHIOFALO

VICE CHAIRMAN/ASST. SECRETARY

DISTRICT COUNSEL JONATHAN JOHNSON HOPPING GREEN & SAMS

SCOTT ALMAND JIM SO-HER

TREASURER

ASSIST Am SECRETARY

DISTRICT ENGINEER MIKE KENNlcl)Y

STANTEC

ED HUNZEKER

ASSISTANT SECRET ARY

HANK FISHKIND

SECRETARY

Enclosed is the agenda of the Lakewood Ranch Stewardship District Board of Supetvisors ("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) 723·5900 at least seven days in advance of the scheduled meeting. Requests for the Board to consider items that are not on this agenda must be submitted in writing with an explanation to the District Manger al least fourteen (14) days prior to the date of the meeting.

Upon establishing a quorum, meetings of the Board are anticipated to begin promptly at 9:00 a.m. at the address listed above, unless proper notice states otherwise. Each meeting will begin by inviting comments  from members  of  the public in attendance, if any. Public comments may address any matter of interest or concern to the District, regardless whether listed for consideration on the meeting's agenda, and will be received by the Board in accordance with the District's Public Comment Policy. Generally, each individual speaker is limited to three (3) minutes of public comment. The Board or District staff is not obligated !o 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 review and approval of the Board as a normal course of business. As necessary, other business items may appear on the agenda for the Board's discussion and further action by motion or vote of the Supervisors. It the Board elects to consider any business item not previously published on the meeting agenda, the Board will invite public comment regarding the item prior to taking official action.

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 Supetvisors 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 adjournmant of the meeting at the discretion of the Board Chairman.

Occasionally, certain items for decision by the Board are required by Florida law lo be held as a Public Hearing, which will be indicated by a notice published in the local newspaper or mailed directly to impacted persons as the circumstances require. The Board will announce the opening of the Public Hearing on these agenda items and invite public comment on the specific item being considered under the notice of the Public Hearing. Public comment received during the Public Hearing must conform to the
District's Public Comment Policy. If needed, the Board may hold an advertised 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 meeting/hearing/workshop of the Board is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (407) 723-5900. It you are hearing or speech impaired, please contact the Florida Relay Setvice 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.

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LAKEWOOD RANCH STEWARDSHIP DISTRICT

Landowners' Meeting

Serial Number
!9-0 I 733S

Published Weekly
Sarasota, Saras(lta County, Florida
COUNTY OF SARASOTA

STA'l'F. OF FLORIDA

Before the undersigned authori ty personally appeared Karen O \·adia who nn oath says that he /she is Publisher's Reprcsentati w of the Business Obscrl'er a weekly newspaper published al Sarasota , Sarasota County , Florida: that the attached cupy of adve rtisement ,

being a N o tk e of Meetine

in the matter of Meeting on JuIv l 2, 2019 al 9:00 a.m. for I.akcwood Ranch
Stcwan.lship District

i11 the Court. was published in said newspaper in the

issues of 6/ l -1-/20 19 , 6/2112019

N011CEOl, (.ANl)()WNJiRS•MEFDNG OF'lffl! lAKEwOODllANClf
SffiWAJlDSHIP DIBllU(,"l'
Notice i!fhcn:by giv,n to IJt(! publfc andAll luid1>>!'lllmi wiibin Lu -oqd Ra.a
Stew4rd$hip Districl (th "Dlstric:f") the loc.alion of whjch ;a;g,,.n-J!y describ as comprls.in'ga  P,atqtt or	oflarul cant&ining appro>limately :13,1302 ac11 local within Mana1ee and Sansom Coµntjes, fllorida, tdvulng thata meet!,
of landown1lrs will bl! held' for the  PIUJl!llle pf holding-a reforendum  lo app!Jlve, iunendm,nt to diaprer :20os--aas,,Lav1; of Florida.
DATK:	July12, 019
1'}MS:	!l:OO a.m.	_
Pl.AC.Ii:	S:clll"O!ld.-r-.Manatee:Ranch, loc.
li'IOO.C'O\'enant Way
l.alcewoo<i Ranch. Jl!oridA:$,.202
F..ad•i,l  .andownOJ: may vote In person or by written p	.   Proxy lbrnu may be  ol ned_u pon reqll'est at the 11ffi<:e of !he Din.net r.;lanagu, J.2051 CatJ>orate BMJ Orlando, Plo/i\.ia 3281'1. At Yid meeting ea.th l&lldowntr or1Ji5 orho,pr rox-y shallb enti'tled cas·t onevoie pu acn:of.laoi!.,oi'&actional pj,TttOfl theri!of, owned byhim
her ai:td located wjthin the District in app vi113 the IIllendm.ent to C	200J

338, La    ol'1'11>dd..,  The   am<!lldmc,nt ahall	dl' ect ·upon  ep  ro \tal,oaf    majorit

Arfiant further says that the said Business Obscrrcr i.s a new spaper publi shed ,11 Sc1rasorn. Sam sorn C oun ty , Florida. and tlrnt said new spap er  has
heretofore heen con tinu o usl y publi shed and has been entered, r s peri odical s mauer at the Post Office in Sarasota in said Saras ma Coumy . Florid .-i , ror a pel'lml or o n e year ne:x t pr ecedi ng the first publ ic.itio n of the allachcd copy of  ad vcrt  i scmcl! t; and rt ff fa 11t rurther says thal hc/shc ha.s neither paid nor promised any per son . firm or cor po rati o n any cliscNull. rebate , conuni ssion or refund for the purp o e nf sccuri ng this ad\·c rti serncnt l'or pt1blica1ion in said newspaper.
This Notice \\'a., placed on the newspaper's website and noridapu bli cnoticc s .cnm
on the s.imc day lhc notice appeared in the newspa per.

L	-

vote ofthi,.mm•rsoflaod wi.thio the .Disttict, in uding1aod indudedin theeori&in• dislrici boundary de5cripllon and anyland being adi!NI by the amwdllll!OL A:fn.c don af an acre.shall.be frented as!>fl• am,, enlilllng theluldowmr to one -ote11'i respect tbl!reio.   Plli11'9 Jou  &hall, be counkd imllviduafly  and oounded up lo d-1 Mllreatwhole acre, Th.e lll'Jagi,of plattoo Jot,;•h&l! not be11gg1:epte:d for de term, in Ing U1N1iln r of voting units held by a londowner or a biillowner's ptul)'. At lb landowtuini' mO<!lll:lg the  ½ndowner, sball scl«t a fl"l'SOII to  e=	the merti.IJJ
chair and who sliall conduct !he l'.neetlng.	.
Thel  and  l)WJ)cr(   m,,eting Ii o n   ' i,,   the public and will be oonducteil In· &ttJor dance with the Provisiolli< c,( Florida law. Tht, m""tlng may be l'.Ootiuw:d t·o& di,t,, time, and place. to bes   p,,d.fiod on the record at ..,!'Ii m... libg. .A cow  of ihe tgend: for thi·s meeriug may be bbtalned &om 1.2051 C-0,;porat. Blvd., Orl-,,do, l'l9rid1
32817 .
.   Any   per50n requiting 6J)edal        mm<l<b.l(ons.to tw1,icipate in these meetings i, Liked to ntact th, e D i.!t:ric r Offioo li.t (i\07) 7:23 900, at <1-8 hoUl'S before th< bearing. ffyqu an: h.earing or ;,pee,,h impaiA!tl, plwe «lll.(ael thcFlorida RoJaJ
!krvic:c bl (800) 955•8770·for aid In mntaeting thf Distritt Office
A  pc	wno d.ecid, to11pp,-al any decision ,:,1ade b)·•th.e"Board with reiJ>ec:l Ill
ao,y matter consiilered at 11,.e meetingis advisca that such J><!t'59n l'l'ill netdI re.orod

of the procEedlngs •nd  IJtat8(00rdingly, •theperson may lleC!d to ensure thaat   • rba­

Sworn to and s u b.:.a i becl before me this

Karen Ovridia	·

tim rcoord of the proeeed,ings 6 made, im=fuding 1he leitimony and <.'Videm:,, upon
which th aPJ>o)al Ii to I»biised.
Dr, Hen.cy Fahkind Dt. tdct '- IJ1s.g'cr Run Date(s) :

1lstdayofJune.2019 A.O.

Ted Hong
 			t 68.1114-tl Expl11r. ltrclt 13, 2023 80lldtd Thru Alroll Notary

June H,2·,1

2019	l9-0173. .S

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Minutes

LAKEWOOD RANCH STEWARDSHIP DISTRICT
Schroeder-Manatee Ranch, Inc.
14400 Covenant Way, Lakewood Ranch, Florida 34202

Minutes Board of Supervisor's Meeting
June 7, 2019, 9:00 a.m.

Present and constituting a quorum:

Tony Chiofalo Scott Almand Ed Hunzeker Jim Schier

Also present were:

Hank Fishkind Jonathan Johnson Misty Taylor
Sete Zare Rob Engel Bob Simons Roger Aman
Deborah Byerly Louis Lawman Garrett Hardy

Board Member Board Member Board Member Board Member

PFM Financial Advisors, LLC Hopping Green & Sams BMO by phone
MBS by phone Staniec
SMR SMR SMR
LWR Development
LWR

FIRST ORDER OF BUSINESS	Call to Order and Roll Call

Dr. Fishkind called the meeting to order and proceeded with the roll call. The members in attendance are as outlined above.

There were no public comments.

SECOND ORDER OF BUSINESS	Administrative Matters

Consideration of Minutes of the May 3, 2019 Board of Supervisors Meeting and the May 17, 2019 Continued Meeting

Mr. Chiofalo presented the minutes from the previous meetings and asked if there were any questions or comments.

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 minutes of the May 3, 2019 Board of Supervisors Meeting and the Mav 17, 2019 Continued Meetina.

THIRD ORDER OF BUSINESS		Consideration of Resolution 2019-28, Approving Proposed Budgets for FY2019/2020 and Setting a Public Hearing Thereon

Mr. Lawman provided details of the preliminary operating budget noting that the increase is due to additional landscape maintenance and other expenses related to growth in the community. Dr. Fishkind noted for the record that even with the increases, the assessments were still considerably lower than seen in many other

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communities. In response to a question from Mr. Johnson, Dr. Fishkind confirmed that the increased assessments were still well below the originally noticed assessment amounts.

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 2019-28, Approving Proposed Budgets for FY2019/2020 and Settinq a Public Hearina Thereon for Auqust 9, 2012 at 9:00 a.m. at the current location.

FOURTH ORDER OF BUSINESS		Consideration of Resolution 2019-29, Ratifying the Sale of the Cresswind, Series 2019 Bonds

Mr. Johnson provided details of the resolution.

On MOTION by Mr. Schier, seconded by Mr. Almand, with all in favor, the Board of Supervisors  of  the Lakewood Ranch Stewardship District approved Resolution 2019-29, Ratifying the Sale of  the  Cresswind, Series 2019 Bonds.

FIFTH ORDER OF BUSINESS		Consideration of Resolution 2019-30, Ratifying the Sale of the Lake Club Phase 4, Series 2019 Bonds

Mr. Johnson provided details of the resolution.

On MOTION by Mr. Schier, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2019-30, Ratifying the Sale of the Lake Club Phase 4, Series 2019 Bonds,

SIXTH ORDER OF BUSINESS		Consideration of Matters Relative to the Taylor Morrison - Azario Project, Series 2019 Bond Issuance
Agreement between the District and Waldrop Engineering, P. A. for Engineering Services
Financing	Team	Funding Agreement
IBA Supplement to MBS Investment Banking Agreement

Mr. Johnson presented the agreement similar in form to previous agreements for engineering services.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors  of  the Lakewood Ranch Stewardship approved the Agreement between the District and Waldrop Engineering, P.A. for Enoineerino Services.

Mr. Johnson presented the standard form funding agreement.

On MOTION by Mr. Schier, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardshi   a	roved the Financin   Team Fundin   A  reement.	

    Mr. Johnson presented the !BA Su	lement.	 On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardship approved the IBA Su	lement to MBS Investment Bankin   A  reement.	

SEVENTH ORDER OF BUSINESS		Consideration of Resolution 2019-31, Setting a Public Hearing on the District's Intent to Use the Uniform Method of Collection for the Expansion Area

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Mr. Johnson presented the resolution explaining that the recent amendments of the District's boundaries were approved and that it was the intention in the future to collect assessments on the tax roll for those properties and provide notice to the property owners accordingly.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors  of  the Lakewood Ranch Stewardship approved Resolution 2019-31, Setting a Public Hearing on the District's Intent to Use the Uniform Method of Collection for the Expansion Area for August 9, 2019 at 9:00 a. m. at the current location.

EIGHTH ORDER OF BUSINESS		Consideration of Agreements between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials
Post Blvd. from SR70 to Rangeland Pkwy. Project
Waterside	'Neighborhood	8' Irrigation Construction

Mr. Lawman presented the agreement for the total amount of $81,227.00.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors ol the Lakewood Ranch Stewardship approved the Agreement between the District and irrigation Design Associates,
Inc. for lrrination Installation Services and Materials in the amount of $81,227.00.

Mr. Lawman presented the agreement for the total amount of $56,245.00.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the
Lakewood Ranch Stewardship approved the Agreement between the District and Irrigation Design Associates, Inc. for lrriaation Installation Services and Materials in the amount of $56,245.00.

NINTH ORDER OF BUSINESS		Consideration of Agreements between the District and SMR Farms, LLC  for Landscape Installation Services and Materials (Waterside 'Neighborhood 8" Landscape Construction Project)

Mr. Lawman presented the agreement for the total amount at $159,873.00.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
Lakewood Ranch Stewardship approved the Agreement between the District and SMR Farms, LLC for Landscaoe Installation Services and Materials in the amount of $159,873.00.

TENTH ORDER OF BUSINESS		Consideration of Agreements between the District and Cepra Landscape, LLC for Landscape and Irrigation Maintenance Services

Mr. Lawman introduced Garrett Hardy, the District's Maintenance Manager, and proceeded to present the agreement for the total amount of $42,654.00.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
Lakewood Ranch Stewardship approved the Agreement between the District and Cebra Landscape, LLC for Landscaoe and lrriaation Maintenance Services in the amount of $42,654.00.

ELEVENTH ORDER OF BUSINESS		Consideration of Agreements between the District and and Altec Lakes and Natural Areas, Inc. for Landscape and Irrigation Maintenance Services

3

A.  White	Eagle	Blvd	(S.R.	70	to Malachite Dr.)
8.  Rangeland	Parkway	(Lakewood Ranch Blvd to White Eagle)

Mr. Lawman presented the agreement for the total amount of $94,671.OD.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship approved the Agreement between the District and Altec Lakes  and  Natural Areas, Inc. for Landscaoe and lrrioation Maintenance Services in the amount of $94,671.00.

Mr. Lawman presented the agreement for the total amount of $67,066.00.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship approved the Agreement between the District and Altec Lakes  and  Natural Areas, Inc. for Landscaoe and lrriaation Maintenance Services in the amount of $67,066.00.

TWELFTH ORDER OF BUSINESS		Consideration of Agreements between the District and Down to Earth Inc. for Landscape and Irrigation Maintenance Services, 44th Ave E (Rosedale to White Eagle)

Mr. Lawman presented the agreement for the total amount of $83,949.00.

On MOTION by Mr. Hunzeker, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship approved the Agreement between the District and Down to Earth Inc. for Landscane and lrrioation Maintenance Services in the amount of $83,949.00.

THIRTEENTH ORDER OF BUSINESS		Consideration of Agreements between the District and Green Works Landscape Management, LLC for Landscape and Irrigation Maintenance Services, Malachite Drive

Mr. Lawman presented the agreement for the total amount of $28,224.00.

On MOTION by Mr. Schier, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the
Lakewood Ranch Stewardship approved the Agreement between the District and Green Works Landscape Mananement, LLC for Landscape and lrriqation Maintenance Services in the amount of $28,224.00.

FOURTEENTH ORDER OF BUSINESS

Mr. Almand presented for the Board's Consideration:

Financial Matters
Draw Requests & Requisitions Requisition List for Draw No. 22
Del Webb - Series 2017 A Bond

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardship  District approved Draw No. 22, Del Webb -  Series 2017 A Bond.	

Requisition List for Draw No. 6 Lakewood Centre & NW Sector Series 2018 Bond

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardship  District approved Draw No. 6 for Lakewood Centre & NW Sector.	

4

Requisition List for Draw No. 53 Lakewood Centre North - Series 2015 A

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardship District approved Draw No. 53 for Lakewood Centre North - Series 2015 A.	

Requisition List for Draw No. 25 Lakewood Centre South
- Pre-Funding

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
    Lakewood Ranch S!ewardshi   District a	roved Draw No. 25 for Lakewood Centre South.	

Requisition List No. 7 Northeast Sector Phase 18 Series 2018 Bond

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Requisition List No. 7 for Northeast Sector Phase 1B.

Requisition List No. 48
The Villages of Lakewood Ranch South
- Pre-Funding

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District accepted the Pre-Funding and approved payment of Requisition List No. 4B for The Villages of Lakewood Ranch South.

Requisition List for Draw No. 41
The Villages of Lakewood Ranch South -
Series 2016 A Bond

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 41 for The Villages of Lakewood Ranch South - Series 2016 A Bonds.

FIFTEENTH ORDER OF BUSINESS

No Comments

SIXTEENTH ORDER OF BUSINESS

Compilation Report

Staff Reports

•

Manager's Report - Or. Fishkind reminded the Board Members that the deadline for submitting their Financial Statements is July 1s1 The July meeting is scheduled for the 12th due to the July 41h Holiday.

Attorney's Report -
Mr. Johnson noted that the July 12th meeting will also be the Landowner ratification of the  boundary amendment.

Engineer's Report -
Mr. Engel presented for the Board's approval:	Change	Order	No.   69	under Specific
Authorization No. 47 Stantec
Villages	of	Lakewood	Ranch	Master Drainage Plan and Permitting
(Master Drainage Plan Modification)

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On MOTION by Mr. Schier, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 69 under Specific Authorization No. 47, Staniec.

Change	Order	No.  70	under	Specific Authorization No. 91
Stantec
East-West Force Main and Water Main Extension Project

On MOTION by Mr. Hunzeker, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Specific Authorization No. 70 under Specific Authorization No. 91, Staniec.

Change Order No. 14 Ryangolf Corporation
Uihlein Rd & Rangeland Pkwy Improvement Add 45 Days Permit Delays
1A Uihlein Adds: Additional poles for lighting; entrance modifications for DR Horton & Cresswind; utility plan changes; additional conduits in median; and relocation of irrigation to west side of road
18 Rangeland Adds: Light poles, raise portion of roadway and installing risers for structures and 2 fire hydrants

Mr. Simons provided details.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardship District approved Change Order No. 14, Ryangolf Corporation.	

Change Order No. 3 RIPA & Associates, LLC
Bourneside Blvd North Phase II
Time extension request of 45 days due to permit delays USACE
Additional excavation to dewater, excavate & reload off-site fill to replace Floodplain Pond 200
Earthwork adjustments to reconcile dirt quantities imported from irrigation pond to topo issues

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardship District approved Change Order No. 3, RIPA &  Associates, LLC	

Change Order No. 12- Final Reconciliation Woodruff & Sons, Inc.
Villages of Lakewood Ranch - Lorraine Road (Turn Lane @ Fruitville Rd)
Unbilled Reconciliation

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors  of  the Lakewood Ranch Stewardship District approved Change Order No. 12 - Final Reconciliation, Woodruff & Sons, Inc.

Mr. Lawman presented for the Board's approval:	Change Order No. 01
Irrigation Design Associates
6

Bourneside Blvd. South Phase 1; Masters Ave. to SR70 - Irrigation Distribution System Installation Contract
Change in Contract Scope 9

On MOTION by Mr. Schier, seconded by Mr. Almand, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardship  District approved Change Order No. 01, Irrigation Design Associates.	

Change Order No. 01 SMR Farms, LLC
Bourneside	Blvd.	South	Phase	1 Landscape Construction
Decrease in Contract Price Changes in Contract Scope

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 01, SMR Farms, LLC.

Change Order No. 04 SMR Farms, LLC
Uihlein Rd, Lakewood National to 44th E Street-
Increase in Contract Scope
Increase 21 Red Twain Dwarf lxora and 60.5cy Pine Bark Mulch

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 04, SMR Farms, LLC.

Change Order No. 05 SMR Farms, LLC
Uihlein Rd, Lakewood National to 44th E Street -
Increase in Contract Scope
Delete from Scope of Work: 1 Magnolia, 2 Live Oak, 79,605sf Zoysia

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardship  District approved Change Order No. 05, SMR Farms, LLC,	

Change	Order	No,   01	(provided	under separate cover)
SMR Farms, LLC
Lakewood   Ranch   Development   -	Silver Falls Run
Delete 3 Sylvester Date Palms, delete installation of 4100sf Empire, delete 56cy of mulch, add 25 Fakahatchee Grass

Mr. Simons provided details on the road project.

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardship  District approved Change Order No. 01, SMR Farms, LLC.	

Change	Order	No.   02   (provided	under separate cover)
SMR Farms, LLC
Rangeland, Uihlein Rd to Bournside Blvd - Landscape Installation
7

Work deducted from original scope of contract (68 Coontie palms, 11,645sf Zoysia, portion of mulch)

On MOTION by Mr. Almand, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
    Lakewood Ranch Stewardship District approved Change Order No. 02, SMR Farms,  LLC.	

Mr. Simons presented for the Board's approval:	Proposal
York Bridge Concepts Waterside Place Project
Repetitive Span Timber Pedestrian Bridge Construction

The proposal for construction in the total amount of $354,834.00 is below the bid threshold.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the York Bridge Concepts Proposal for Repetitive Span Timber Pedestrian Bridge Construction.

SEVENTEENTH ORDER OF BUSINESS

There were no Supervisor requests. EIGHTEENTH ORDER OF BUSINESS
There were no audience comments. NINTEENTH ORDER OF BUSINESS

Supervisor Requests

Audience Comments

Adjournment

Mr. Chiofalo asked for a motion to adjourn the meeting.

On MOTION by Mr. Hunzeker, seconded by Mr. Schier, with all in favor, the Board of Supervisors of the
   Lakewood Ranch Stewardshi   District moved to ad·ourn the June 7, 2019 meetin  .	

Secretary/Assistant Secretary	Chairperson/Vice-Chairperson

8

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2019-32

RESOLUTION 2019-32

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT CANVASSING AND CERTIFYING THE RESULTS OF THE LANDOWNERS REFERENDUM REGARDING THE AMENDMENT TO CHAPTER 2005-338, LAWS OF FLORIDA, AND PROVIDING FOR AN EFFECTIVE DATE

WHEREAS, the Lakewood Ranch Stewardship District (the ·'District") is a local unit of special-purpose government created and existing pursuant to Chapter 2005-338, Laws of Florida. as amenJed. being situated within Manatee and Sarasota Counties. Florida: and

WHEREAS, on May 23, 2019, the Governor approved Chapter 2019-180, Laws of Florida. amending the boundary of the District {the "Amendme111"); and

WHEREAS, Section 3 of the Amendment pro\'ides that the boundary amendment provideJ therein shall take effect upon approval by a majority vote of the owners of land within the District. as amended. \Vim are not exempt from ad valorcm taxes/assessments and who arc present in person or by proxy held within ninety (90) days of the effectin: date of the Amendment: and

WHEREAS, following proper publication or Lhe notice thereof, such landowner refere-mlum was held on July l 2, 1019 (hereinafter, the ..Landowner:-.' Referendum"), al which the helow recited results were duly appro\'ed by Yirlue of Lhe voles casl: and

\VHEREAS, the Board of SuperYisors (the- "Board") or the District. by means of this Resolution, desire to canvas the votes and declare and certify the results or said the Landowners' Referendum.

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

REFERENDUM RESULTS. The following rc ults are found, certified, and declared to have hecn duly approved at the Landowners· Referendum by the votes cast in fovor at such referendum as shown below:

Total  Landowner Votes Available; 		_

Approve Amendment
Yes	Votes 	_
No	Votes 	_

The above amount represents a majority of the owners of land within the District, as amended, who are not exempt from ad valorem tax.es/assessments and who are present in person or by proxy at such Landowners' Election.

APPROVAL. Tn accordance wilh Chapter 2005-338. Laws of Florida. and by virtue of the number of votes cast for the approval of the Amendment, the Amendment is hereby confirmed by the Board to have been approved by a majority of the landowners within the District.

EFFECTIVE DATE. This resolution shall become effective immediately upon its adoption.

PASSED AND ADOPTED THIS 12'" DAY OF JULY, 2019.

Attest:

LAKEWOOD RANCH STEWARDSHIP DISTRICT

 	
Secretary/Assistant Secretary	Chairman/ Vice Chairman

'

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Matters Relative  to the Taylor Morrison -	Azario Project, Series 2019 Bond Issuance

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Acquisition Agreement

AGREEMENT BETWEEN THE LAKEWOOD RANCH STEWARDSHIP DISTRICT AND TAYLOR MORRISON OF FLORIDA, INC. REGARDING THE ACQUISITION OF CERTAIN WORK PRODUCT AND INFRASTRUCTURE

THIS  AGREEMENT (the "Agreement") entered  into as of this  121h    day of July, 2019 by and hetween, TAYLOR MORRISON OF FLORIDA, INC., a Florida corporation its successors and assigns (hereinafter "Landmvner''). and LAKEWOOD RANCH STEWARDSHIP DISTRICT, a local unit of special-puq1ose government, (hereinafter the "District"), located in Manatee and Sarasota Counties, Florida.

RECITALS
\VHEREAS. Landowner is the owner and/or developer or certain lands in Manatee County,  Florida,  located  within  the  houndaries  of  the  District  and  kno v,1 n  as  the  Arnrio  Project (hereinafter the "Deve!orment"); and

WHEREAS. the Di:-.trict is a srecial district  which  was  established  to  plan,  construct. install, acquire, finance. manage and opernle ruhlic improvements and community  facilities  for lands within the District. including the Development; and

WHEREAS, the District presently intends to finance the planning. design. acquisition. construction. and irn,talla1ion of certain public infrastructure improvements and facilities as generally dcscrihed in the a\lached Exhibit A (the ··Project lmproveme111s"J. and a" more specifically identified in the Engineer's Rerun relative to the Develorment to be adorted by the District; and

WHEREAS. Lhe Di'itrict hus not had sufficient monies on hand in order to aih1w the District to contract directly for the preparation of Lhe necessary surveys. reports. drawings. plans, pc:rrnits. srecifications amJ related documents \Vhich will allmv the timely commencement and completion of construction of the infrastructure facilities am.I services contemplated in Exhibit A (the "Work Product"); and

WHEREAS. the District  acknowledges  the  Landowner·s  need  to  commence development or the lands within the District in an exreditious and timely manner; and

WHEREAS. the District agrees that it will not have sufficient monies to  proceed  with either the preparation of the Work  Product or the commencement  of construction  of  portions of  the infrastructure described in Exhibit A  until such  time as the  District  has closed  on  the sale of its proposed tax-exempt bonds; and

WHEREAS, in order Lo avoid a delay in the commencement of the construction of infrastructure. which delay would also delay the Landowner from implementing its planned development program, the Landowner has offered  to advance  fund  and commence  certain  work on behalf of the District to enable the  District  to  expeditiously  provide  the  infrastrncture described in Exhibit A; and

WHEREAS, the Landowner has created the Work Product for the District: and

WHEREAS, the Landowner wishes to convey the Work Product to the District; and

WHEREAS, the Landowner acknowledges that upon their conveyance, the District will l,;iye the righl to use and rely upon said Work Product  for  any  and  all  purposes  and  fmther desires to release to the District all of its right, title and interest in and to the s.ime lexcept as provided for herein); and

\VHEREAS, the District desires to acquire ownership of the completed Work Product. as well as Lhe unrestricted right to use and rely upon the same for any and all purposes: and

WHEREAS, in order to allow the District to avoid deby  as  a  result  of  the  lengthy process incident to the sale and closing on the District's  proposed  tax-exempt  bonJs,  the Landowner has commenced con'.>.Lruction of some portion of the Project Improvements; and

,vHEREAS, the Landowner agrees to convey lo the District all right, title and interest  in  the portiun of the Project lmproYerncnts completed as of the Acquisition Date (as hereinafter defined): and

\VHEREAS, the Landowner agree to coffvcy any needed real property inLere ts to the District from time to time in a form satisfactory to the District and uhject to the conditions set forth herein.

NOW, THEREFORE, in cnn ideration of the mutual understandings and covenants	el
forth herein, and other good and valuable consideration, the receipt and sufficie1H:y of which is hcrchy acknowledged, the District and Landowner agree as follows:

SECTION 1. GENERAL.	The recitals so stated are trne and correct and hy thi reference are incorporated into and form a material part of this Agreement and Assignrnc-nr.

SECTION 2. WORK PRODUCT.

COST. The District agrees to pay the actual reasonable cost incurred by Landowner in preparation of the Work Product in accordance with the provisions of this Agreement. The Landowner agrees any and ;ill administrative and/or management fees are specifically excluded from this Agreement, and to the extent such fees may arise. the Landowner acknowledges sole responsibility for any such fees. Landowner shall provide copies of invoices, bills, receipts or other evidence of costs incurred by Landowner for the Work Product and any other documents requested by the District in accordance with the checklist attached hereto and incorporated as Exhibit B. The parties agree to cooperate and use good faith best efforts to undertake and complete the acquisition process contemplated by this Agreement at or prior to the closing on the District's proposed Special Assessment Revenue Bonds (Azario Project) ('·Series 2019 Bonds") or such other date as the parties may jointly agree upon in writing (the '·Acquisition Date''). The parties agree that separate or multiple Acquisition Dates may be

2

estahlished for any portion of the acquisitions contemplated  by  this  Agreement.  whether  in Section 2 or any other section  of  this Agreement.  The District Engineer shall  review  all evidence of cost and shall present to the District Board, or the Chairman serving as the dcsignee  for  the Board, for consideration the total actual amount of cost, which in the District Engineer's  sole opinion, is reasonable for  the Work  Product.  The District  Engineer's opinion  as to cost shall  be  set forth in an Engineer's Certificate  which  shall  accompany  the  requisition  for  the funds from the District's Trustee. In  the even! that  the  Landowner  disputes  the  District  Engineer's  opinion as to cost. the parties agree to use good  faith  best efforts  to  resolve such  dispute.  If the  parties  are unable to resolve any such dispute, the parties agree to jointly select a  third  party engineer whose decision as to any such dispute shall be binding  upon  the  parties.  Such  a decision  hy  a third party engineer shall he set forth in an Engineer's Affidavit which shall accompany the requisition for the funds from the District's Trustee. The  Work  Product  is  being acquired for  use by the District in connection with the construction of the Project lmproYements.

CONVEYANCE AND ACCEPTANCE. The Landowner agrees  to convey lo the District the Work Product upon payment of the sums determined to be reasonable hy the District Engineer and appron d by the Board as set forth in Section 2 aho\'e.

RELEASE AND ACCEPTANCE. Landowner agrees ro release to the District a!! right. title and interest which the Landowner  may  have  in and  Lo  the  above describeJ Work Product, as well as all common law.  statutory  and  other  reserved  rights,  including  all copyrights therein  and  extensions  and  renewals  thereof  under  United  States  Law  and  throughout the world and all puhlication rights and all :-.ubsidiary rights and other rights in  and  to the  Work Product in all forms, mediums and  mediu,  now  known  or  hereinafter  de\·ised.  Landowner  shall obtain all release:-. from  any  professional  providing  services  in  connection  with  the  Work  Product to enable the Di:-.trict to use  and  rely  upon  the Work  Product.  Such releases  may  include, but  are not limited to.  any  architectural,  engineering,  or  other  professional  ser\'ice:-..  Such  release.-. .-.hall be provided prior to the acquisition of any portion of the Work Product covered by the release.

USE AND RELIANCE. Landowner acknowledges the  District's righl  lo  use and rely upon the Work Product for any and all purposes.

INDE:MNIFICATION. L.mdmvner herchy agrees to provide to the District, at or prior to the Acquisition Date, indemnification in a scope and form acceptable to the Di:-.trict which indemnification may be provided by assignment or directly from a third party provider of some or all of the Work Product.

WARRANT\'. Landowner agrees to warrant  that  Lhe  Work Product  is fit for the purposes to which it will be put by the District including but not limited to the construc1ion, installation, and operation and/or maintenance  or the  Project  Improvements  as contemplated  by the District Engineer's Report; provided, however, that Landowner may provide such a warranty from a third party acceptable to the District.

ACCESS. The District agrees to allow Landowner access to and use  of  the Work   Product   without   the   payment   of   any   fee by  Landowner.	However. to the extent

3

Landowner's access to and use of the Work Product causes the District to incur  any  cost  or expense, such as copying costs, Landowner agrees to pay such cost or expense.

SECTION  3.	ACQUISITION  OF  PROJECT IMPROVEMENTS.	The District
agrees to acquire those portions of the Project Improvements which have been commenced or completed prior to the issuance of the Series 2019 Bonds. Payment for Lhe Work Product and the Project Improvements described in and contemplated by this Agreement shall be payable solely from the proceeds of the Series 2019 Bonds aYailable for that purpose at the times and in the manner provided in the Trust Indenture for the Series 2019 Bonds. The Landowner shall be ohligated to construct and complete the Project lmprovemenLs, and to convey the same and any real property, all as provide hy this Agreement. regardless of whether the proceeds of the Series 2019 Bonds for that purpose under the Trust Indenture are available to pay the applicable acquisition pnce. Landowner agrees to provide, at or prior to the Acquisition Date,  the following: (il documentaLion or actual cost paid. (ii) instruments of conveyance such as
\Varranty hills of sale or such other instruments as may be requested by Lhe District, and (iii) any other releases. indemnifications or documentation  as  may  be  reasonably  requested  by  the District. Each of the Project Improvements,  or  any  portion  thereof. shall  be  complete  prior  to any acquisition by the District  in  the  sole  determination  of  the  District.  Completeness  which may include, bUL is not limited to, all releases of liens from contractors. subcontractors  .ind surplicrs, ign-offs by permitting or regulatory agencies or other evidence of comrletion  as determined hy the District. The Landowner agrees to pay the cost and  cooperate  fully  in  the Lran:-.fer of any permits to the District or a governmental entity with maintenance obligations for  any Project  lmprovcml'nts  conveyed  pursuant  to  this Agreement.  To the extent  there  i-; a delay in the conveyance of ccnain Project Improvements between the Di:-.tricl and the  governmental entity. Landuwner agrees to indemnify and  hold  the  District  harmless  for any dama c or repairs that may be required to :-.uch Project Improvements.  Landowner agrees  to repair ;.mJ  rcmediate any such damage to the satisfaction of the go\'ernmental entity.

SECTION 4. ACQUISITION OF REAL PROPERTY. The District agrees to accept dedication or conveyance of appropriate interests in real property over which Lh Project Improvements have heen or will be constructed at or prior to the lime that -;uch Project Improvements are completed. Landowner agree to provide to the District the following: (iJ appropriate special warranty deeds or oLher instruments conveying interests in real property acceptable to the District. and (ii) legal description:-., whether by metes and bounds or other reference to plats or recorded data to the satisfaction of the District. Landowner and the Di..rrict agree that reasonable future adjustments to the legal descriptions may he made in order to accurately describe the interest in hrnds conveyed to the District. The parties agree to cooperate and act in good faith in relation Lo any such adjustment(s) to legal descriptions. The parties agree that any tand transfers made to accommodate such adjustments shall be accomplished by donation. However, the Landowner shall pay any transaction costs resulting from  the adjustment, including but not limited to taxes, Litle insurance, recording fees or other costs. The District may, in its discretion, require title insurance on any real property conveyed pursuant to this Agreement, \Vhich cost shall he borne hy the Landowner. Landowner agrees that it has, or shall provide, good and marketable title to any real property to be acquired which shall be free from all liens and encumbrances. In the event a title search reveals exceptions to title which render title unmarketable or which, in the District's reasonable discretion. would materially

4

interfere with the District's use of such real property,  the Landowner shall cure such defects at no expense to the District. Landowner agrees to indemnify and hold the District harmless from any and all claims, demands, liabilities, judgments, costs. or other actions which may be brought against or imposed upon the District as a result of Landowner's failure, whether intentional, negligent or otherwise, to comply with the terms of this section.

SECTION 5.  ACQUISITION IN ADVANCE OF RECEIPT OF PROCEEDS.	The
Landowner and District ad:.nowledge that various regulatory and permitting requirements may necessitate the acquisition of a portion of the Project Improvements and conveyance of those facilities to a third-party governmental entity prior to the receipt of bond proceeds. The District and Landowner hereby agree that such an acquisition by the District may be completed prior to the District obtaining proceeds from the Series 2019 Bonds; provided that the District agrees that upon obtaining such funds. it shall pay the amount agreed upon for those facilities in accordance with this Acquisition Agreement within ten ( !OJ days of receipt of bond proceeds sufficient for that payment.

SECTION 6. LIMITATION ON ACQUISITIONS. The Landowner and the District agree and acknowledge that any and all acquisitions, whether for improvemenh, work product  or  real property, shall be limited to those items which may legally be acquired hy the District in conformance with all app!icahle state and federal laws and regulations  and  that  nothing  herein shall he deemed or construed to require the acquisition of any item In contravention nf these authorities.

SECTION 7. TAXES, ASSESSMENTS AND OTHER COSTS.

The Landowner agrees to indemnify the Di,-.trict from and  make  payment for any and all ta.xes (ad valorem, personal properly, lntangihle.'-. or otherwise). non-ad va]orem assessments, and costs which may be imposed upon the District, or which the District is legally obligated  to  pay,  as  a result of the parties entering into this Agreement,  if  any,  whether  such taxes, assessments, or costs 3re imposed upon the District's property or property interest, or Landmvncr"s property or property  interest.  or  any  other such expense. The potential obligations of Landowner to  pay such taxes, assessment-; and cost that may be incurred as a result of the parties entering into this Agreement  shall  terminate one ( I)  year after conveyance of each parcel of real property.

The District i'i an  exempt  governmental  unit  acquiring  property  pursuant to this Agreement for use exclusively for public purposes. Accordingly. in accordance with Florida law, the Landowner  agrees  to  place  in  escrow with the Manatee County Tax Collector an amount equal to the current ad valorem taxes and non-ad valorem assessments prorated to the d,11e of transfer of title, based upon the expected assessment and millage rates.

If and only to the extent the propc11y acquired by the District 1s subject to ad valorem taxes or non-ad valorem assessments, the

5

Landowner agrees to reimburse the District for payment, or pay on its behalf. any and all ad valorem taxes and non-ad valorem assessments imposed during the calendar year in which each parcel of property is conveyed. For example, if the District acquires property in October 2019, the Landowner shall escrow the pro rata amount of taxes due for the tax bill payable in November 2019. If any additional taxes are imposed on the District's property in 2019 then the Landowner agrees Lo reimhurse the District for that additional amount.

Nothing in this Agreement shall prevent the District or  the Landowner from asserting any rights to challenge any taxes or assessments imposed, if any, on any property of the District.

The parlies agree lo provide  notice  to  the  other  within  ten  ( 10)  calendar  days of receipt of any notice  of  potential  or  actual  taxes,  assessments,  or costs.  as  a  result  of  any  transaction  pursuant  to  this  Agreement.  or  notice of  any  other  taxes  assessments  or  costs  imposed  on  the  property  acquired hy the District a:,,  described  in  suhscction  B  above.  The  Landowner covenants to make  any  payments  due  hereunder  in  a  timely  manner  in accord with Florida law. In  the  event  that  the  Landowm:r  fails  to  make timely payment of  any  such  taxe-.  or  costs.  the  Land.mvner  acknmv!edges the District's right tn make  such  payment.  lf  the  District  makes  ..,uch payment, Lhe Landowner agrees to reimburse the District within seven (7) calendar days of receiving notice of such payment, and to include in such reimhursemcnt any  fees.  co:-.ts,  penalties,  or  other  expenses  which  accrued to the District a-;  a  result  of  making  such  a  paymenl.  including  interes\  at the maximum rate allowed  by  law  from  lhe  date  uf  the  payment  made  by the District.

Nothing herein i'.-1 intended to create or shall  create any new or aUditional tax liability on behalr of the Landowner or the District. Furthermore, the parties reserve all respecti\'e rights to challenge,  pay  under  protest, contest or litigate the imposition of any tax, assessment, or cost in good faith they believe is unlav,·fu!ly or inequitably imposed and agree  to  cooperate  in good faith in the challenge of any such imposition.

SECTION 8. ENTIRE AGREEivIENT. This instrument shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

SECTION 9. AMENDMENT. Amendments to  and  waivers  of  the  provisions contained in this Agreement may be made only hy an instrument in writing which is executed  by both of the parties hereto.

6

SECTION 10.	AUTHORITY TO CONTRACT. The execution of this Agreement has been duly authorized by the appropriate body or official of all parties hereto, each party has complied with all  the  requirements  of law, and each party  has full  power and authority to comply with the terms and provisions of this instrument.

SECTION 11.	ASSIGNMENT. No party may assign its rights. duties or obligations under this Agreement or any monies to become  due  hereunder  without  the  prior written consent of each other party. which consent shall not be unreasonably withheld; provided, however. the  Landowner shall  assign  this Agreement  to any developer or sub-developer  of all  or a significant portion of the lands within the Development without obtaining the  prior  written consent of the District.

SECTION 12.	EFFECTIVE DATE.	This Agreement shall have an effective
date as of the date first \Willen abo\'e.

SECTION 13.	NEGOTIATION  AT ARM'S LENGTH.	This Agreement has
been negotiated fully between the parties as an arms length transaction. Both parties participated fully in the preparation of this Agreement and receiYed the advice of counsel. In the case of a dispute concerning Lhe interpretation of any proYision of this Agreement, both parties ure deemed to have drafted, chosen and selected the language. and the doubtful language will not be interpreted or construed against either party.

SECTION 14.	DEFAULT. A default by either party under 1his Agreement shall entitle the other party to all remedies a\·ailahle at la\\" or in equity. which may include. but not he limited to. the right of ckunagcs. injunctive relief and specific performance.

SECTION 15.	ENFORCEMENT OF AGREEMENT. The parties agree that in the event that either party is required to enforce this  Agreement  by  court  proceedings  or othenvise, then the substantially pre\'ai!ing party shall be entitled to recowr all fees and cost!-. incurred. including reasonable a\lorneys' fees ;.ind costs for trial. alternative dispute resolution, or appellate proceedings.

SECTION 16.	PUBLIC RECORDS.	The Landowner understands and agrees
that all documents of any kind provided to the District or to District St;.iff in connection with the acti\·ities contemplated under this Agreement are public records and are treated as such in accordance with Florida law.

SECTION 17,	SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part thereof.

SECTION 18.	EXECUTION IN COUNTERPARTS. This instrument may be executed in any number of counterparts, each of which, when executed and delivered,  shall constitute an original. and such counterparts together  shall  constitute  one  and  the  same instrument. Signature and acknowledgment pages, if any, may be detached from  the counterparts and attached to a single copy of this document to physically form one document.

7

SECTION 19.	SOVEREIGN IMMUNITY. Landowner agrees that nothing herein shall constitute or be construed as a waiver of the District's limitations on liability contained in Section 768.28, Florida Statures, or other statutes or !aw.

IN \VITNESS WHEREOF, the Parties execute this Agreement the day and year first
\vritten above.

Attest:	LAKEWOOIJ RANCH STEWARDSHIP DISTRICT

 	

Secretary/ Assistant Secretary

Attest:

Witne.-.s:. 	_

Rex E. Jensen, Chairman

TAYLOR MORRISON OF FLORIDA, INC.,
a Florida corporation

By:-------------
Name: 	_
Title:     	

Exhibit A: Exhihit B:

Project Improvements Acquisition Checklist

8

Exhibit A

Project Imprm-'ements

Those infrnstructure services, facilitie.-. and improvements identified in more detail in that certain E11gi11eer·s Report relative to Project Improvements that is to be adopted by the District relative  to the issuance of the Series 2019 Bonds.

Exhibit B
Acquisition Checklist

1\tk1:1 'i', a1,tl  c,1,,11, l,H',

LAKEWOOD RANCH STEWARDSHIP DISTRICT ACQUISITION CHECKLIST

The following is a checklist that should be of assistance in preparing  for the acquisition of engineering, permitting and design documents ('"Work Product") and fully comp!eted infrastructure improvements ("Improvements") by the Lakewood Ranch Stewardship Development District ("District"). Some of these items may not be applicable in a given circumstance. Please feel free to give me a call to discuss in more detail what needs to be acquired and what, from the below description, needs to be included.

Acquisition of Work Product.

For the acquisition of Work Product, the  following  items  need  to  be  collected  or generated for each item of Work Product the developer is requesting the District acquire:

(/) Co11rract for Professional Serl'ice.\' - A copy of the contract (and any work authorizations) entered into by and between the Developer and the professional service provider Ltnder which the Work Product was produced.

Dornmentatio11 !f Costs Paid - This simply  means  invmces,  bills,  receipts,  or other evidence of cost. The invoices should be organized based  on  the  Work Product item to be acquired and must be accompanied by proof of payment.

Plans - provide the plans and associated documentation to the District Engineer for review in advance of payment of the sum determined to be reasonable.

(ii•)  Releases  -  get  releases  from  all  professionals  providing  services  related  to  the Work Product which will allow  the District  to use and  rely  upon  the validity  of  the Work Product.

Warramies - provide or cause to be provided to the District, either by assignment or directly from such third parties as may be necessary and desirable, a warranty that the Work Product is fit for the purposes to which it will be put to use by the District, as contemplated by the District's Improvement Plan.

Permits - provide the permits and associated  documentation  to  the  District Engineer for review in advance of payment.

Post Otlice Box 6526   Tallahassee. Florida 32314  119 S. Monroe Street. Suite 300 (32301)   650.222.7500 850.224.8551 fax	www.hgslaw.co1

(1•ii) Engineering Re1·iell' and Certiflcalio11 - The District Engineer will review the information provided hy the Developer and issue an opinion  as  to  whether  the costs are reasonable. The District Engineer will then prepare an Engineer's  Certificate of approval.

Acquisition of District Improvements.

For the acquisition of District Improvements. the following items should be collected or generated for each completed piece of infrastructure the Developer is requesting  the  District acqrnre:

Reque.\'t j(,r bt/i·asrructure Acq11isifio11 - For each acquisition the Developer would like to District to make. a requesl must he made to  the  District  in  writing  describing at leasl the following:

Nature of the District Improvement.
General location of the District Impro,·ement. (c}	Cost of the District Improvement.

Contract fnr Construction Sen•ices - A copy of the contract  (and  any  change orders) entered into hy and between the developer and the construction contractor under which the District Improvement wa.-, constructed.

Doc1m1e11tatirm (?{ Cost.1 P{1id - This .-.imply means applications for payment, invoices, hills. receipts. or other evidence or cosl. The invoice.-. should he
organized hascd on the District lmprovemem to he acquired and must he accompanied hy proof of payment and a verification of payment from the comtruction contractor.

(i\')      J.ie11  Releases  -  Lien  releases  from  the  construction  contractor  rellecting  payment in full for construction of completed District improvements (inc. subcontractors).

(\')  Sched11/e r!f' Values - A Schedule of Values identifying only those costs associated  with the construction and/or  installation  of  District  Improvements  (utilities, paving, drainage, etc.).

Contractor's Warranty Letter mu/ Mai11te11a11ce B011d - A warranty letter and maintenance bond from the construction contractor  for the  District  Improvements to he acquired. For example,

Stormwater - ponds, master drainage pipes and control structures (bl		Roadway - paving and drainage
(c) Utilities - water, sewer and lift station

Post Otlice Box 6526   Tallahassee,  Florida 32314  119 S. Monroe Street. Suite 300 (32301)    B50,222.7500  850.224.8551 fax	www.hgslaw.co1

(1·iii) Tes! Results - If applicable to the District  Improvement  being  acquired,  the following testing must be completed and the results provided to  the  District Engineer for review in advance of acquisition. By way of example:

Bacteriological
Pressure tests
Backflow certification
TV Tapes
Electric to lift station
(0	Lift talion start-up
{g)	Lift station start-up electrical inspection
Operation and maintenance manuals
Geotechnical testing results and geotechnical certification

Final hisJJectim1s all({ Agency Sign-(Nf -  If  applicable  to  the  District Improvement being acquired. final inspections by the project engineer must be completed and sign-off obtained from  the  appropriate  governmental  agencies (DEP. WMD etc).

hu1n1111e11ts r!f' Cmn·eyw1ce. Most. if not all, of the transfers of improvements wi II a!so involve some type of  real  and  tangible  property  transfer  (t')(.,  bills  of  sale, deeds or easements, etc.). If any item acquired is to be conveyed to a third party gln'ernmental  body,  then  the  Developer  will  he  asked   to   provide   such certifications or Jocuments as may be required by that governmental body.
Real Properly Interest.\. Determine wlwt type or real property  interest  is needed for the Improvement {e.g., easement. deed. etc.) and make provi:-.ion for conveyance.

(xiiJ Engineering Re1'ic1r and Cert{flcation - The District Engineer will re\'iew the information provided hy the Developer an<l issue an opinion as  to whether  the  costs are reasonable. The District Engineer will then prepare an Engineer's Certificate.

I hope that the information contained in this memorandum is a benefit  to you as we begin  the acquisition of Work. Product and District Improvements contemplated by the District's Improvement Plan. Please let me know if you have any questions.

Post Ottice Bo-x 6526   Tallahassee.  Florida 32314  119 S  Monroe Street. Suite 300 (32301)   850.222.7500  850.224.8551 fax	V\/WW.hgslaW,COI

- '	--'	-	-

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Other Matters

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Matters Relative to the Indigo Project (Second Expansion Area), Series 2019 Bond Issuance

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Amended and Restated Master Engineer's Report

LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEME NTS

Stante c
Prepared tor:
Lakewood Ranch Stewardsl1ip District 14400 Covenant Way
Lakewood Ranch, FL 34240

Prepared by:
Stantec Consulting Services Inc. 6900 Professional Park.way  East Sor o so ta , FL 34240

July 2. 201 9

LAKEWOOD RANCH STEWARDSHIP DJSTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019
ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

Table of Contents
INTRODUCTION	1
GEINERAL DESCRIPTION	l
Ill.	LAND USES	2
PERMITS	2
INFRASTRUCTUl E IMPROVEMENTS	3
VI.	SUMMARY AND CONCLUSION ..................................	............. ..........,	5

LIST OF TABLES

Table l
Table 2
Table 3

PROPOSED LAND USES	2
PROPOSED IMPROVEMENT COSTS	4
PERMI TTING STATUS ..................................................., ...,	6

EXHIBITS
EXHIBIT 1	INDIGO 2019 ANNEXED  LAND  AT LAKEWOOD RANCH-LOCATION MAP	7
EXHIBIT 2	SKETCH & DESCRIPTION	8

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LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

July 2, 2019

INTRODUCTION

Lakewood Ranch is a master planned multi-use  project  located  in  Manatee  and Sarasota Counties, Florido. Lakewood Ranch currently consists of six approved Developments of Regional Impact (ORI), namely Cypress Banks, University Lakes, University Place, Northwest Sector, Lakewood Centre, and the Villages of  Lakewood Ranch South. Local Bill 1429 passed by the Florido State Legislature and signed by the Governor of the State of Florido on June 17. 2005 created the Lakewood Ranch Stewardship District (the "District"). The Indigo 2019 Annexed Land (the "Project") is now within the District via a recent annexation and more specifically it is an extension to an existing community within the District known as Indigo. Indigo is within the  Northwest Sector of the District and is generally bounded by White Eagle Boulevard on its west side and 44111 Avenue East on  its south. It is the purpose of this report to provide a description  of the Project and the proposed capital improvements to serve it. Exhibit l delineates the boundaries of the Project, with an area consisting of approximately 87 acres. The project contains 208 single family units.

GENERAL DESCRIPTION

The terrain within the Project area are gently rolling, with elevations within the Project ranging from elevation 35 feet to 20 feet NAVO. Sails generally consist of fine sands and shell typical for Manatee County. The primary soil type within the Project boundary is EouGallie fine sand and Floridana-lmmokalee-Okeelanta Association. Groundwater generally is located one to two feet below natural grade during the rainy season. Annual fluctuations may reach three to four feet. A series of lakes and control structures are planned to control stormwater discharge. Southwest Florida Water Management District (SWFWMO) and Manatee County design criteria will be utilized for design of all water management facilities within the District.

The Indigo development is accessible via White Eagle Boulevard and 44ih Avenue East and the project itself is accessible via local roads internal to Indigo.

Potable water and sanitary sewer service will be provided by Manatee County. Non­ potable water will be provided by Braden River Utilities.

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LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

July 2, 2019

Ill.	LAND USES

Land uses within the Project will include (but not be limited to):
Open space and preservation areas
Amenity Center
Residential {single family detached and attached) Table 1 summarizes proposed land uses.
TABLE 1
PROPOSED  LAND USES

DESCRIPTION	APPROXIMATE AREA !AC!	
Residential	28	
Amenity Center	l	
Open space, preserve, waler management fa c ili ty , lakes &
drainage, rights-o f-w a, y school. p ark, e tc .	
58	
Total	87	

Note: Acreages are approximate and will be determined at final platting.

PERMITS

Permits for site construction are required prior to the start of infrastructure construction. These permits typically include the following:
Local Zoning approval
SWFWMD for Surface Water and Consumptive Use ("SWFWMD")
Manatee County Final Site Plan ("FSP")
Manatee County Construction Plans ("Const")
Manatee County Health Deparlment for Water Distribution ("FHD - Waler")
Florida Department of Environmental Protection for Sanitary Sewage Collection ("FDEP - WW")
U.S. Army Corp-; of Engineers ("USACE")

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LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

July 2. 2019

INFRASTRUCTURE IMPROVEMENTS

Proposed Infrastructure Improvements

Proposed District improvements for the Project will consist of a drainage system and stormwater management system (i. e. pipes, lakes, control structures, etc.), earthwork, potable water systems, sanitary sewer systems, and irrigation facilities. Of these facilities, the District will own and operate/ maintain the stormwater management system . Other infrastructure such as roadways; landscape; amenities, lighting. and entrance features and others will be funded and maintained privately.
therefo r,e   will not  be  funded by the Distric t. Most of the  potable  water system and
the sanitary sewer system will be owned and operated/ maintained by Manatee County, with lesser portions being awned and operated/ maintained privately. District funded improvements ore further described in the following sections.

Drainage

The stormwater management system will be comprised of excavated stormwater management  ponds as well as aboveground and below-ground  c ollection systems to transport the stormwater to the appropriate stormwoter ponds for treatment and attenua ti on . Stormwater treatment will occur by the Biological Filtration Process via the deep pool water volume in the lakes.

Run-off attenuation also occurs in the stormwater ponds. SWFWMD requirements mandate that the pre-development peak rates of runoff be maintained during the post-development phase. For areas within the Mill Creek Wa ter shed . Manatee County requires an additional attenuation, 50% of the pre-d e velop m ent peak rates of run o ff ore allowed. The design storm event is the 25-year/ 24-hour storm.

Minimum residential finished flo o r eleva tion s as well as minimum roadway elevations will be set per Manatee County requirem ent s. These requirements ore established to minimize road flooding  during  the  critical  storm event  and to prevent flooding during the 100-year design storm.

Portions of the Project lie within the FEMA 100-year flo odp la in . As a result, there is the possib ility  of  floodplain lakes within the Project  to  mitig ate  any impacts.  All floodplain impact mitigation will be designed per SWFWMD  and  Manatee County criteria.

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LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LANO AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

July2. 2019

Water & Wastewater

The District will construct the potable water and sanitary sewer systems necessary to support the Project's residents and other activities within Indigo Phase 8 only. Potable water and sanitary sewer will be constructed to Manatee County standards.

Clearing & Earthwork

Clearing of the undeveloped land and the excavation of the stormwater lakes as well as the placement and compaction of the excavated fill material is included here. Any earthwork relating to the preparation of private lots or pads in not included and will be financed by the landowner.

Mainline Irrigation

The District will construct the mainline irrigation systems necessary to support the Project's residents and other activities. Mainline irrigation  will  be constructed to Manatee County standards.

Table 2 summarizes improvement costs .

TABLE 2
SUMMARY Of PROPOSED MASTER IMPROVEMENT COSTS

TABLE 2
SUMMARY OF PROPOSED MASTER IMPROVEMENT COSTS	
Category	District	Landowner	Total	
Street/ Entry/ Lighting	$	-
$	1,918,784
I,,$   996,660.86
$	679,098
s	366,163
$	-
$	573,746
s	-
$	272,295

$	4,806,747	s	1,638,000
$	-
1,,$	550,000
$	846,041
$	655,200
s	-
$	573,746
$	-
s	492,700
$	4,755,686	$	1,638,000	
Drainage			$	1,918,784	
Water/ Wastewater			$	1,546,661	
Clearing/ Earthwork			$	1,525,139	
Landscape/ Lakes/ Irriga tio n			$	1,021,363	
Amenity Center			$	-	
Professional Fees			$	1,147,491	
Entrance Features			$	-	
Consultants/ Contingency			$	764,995	
				
Total			$	9,562,433	

NOTE 1:		All costs are approximate and are subject to change based upon actual bid prices.

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LAKEWOOD IM.NCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT LAKEWOOD RANCH INFRASTRUCTURE IMPROVEMENTS

July 2, 2019

SUMMARY ANO CONCLUSION

The Project as outlined is necessary for the functional development of the Project. The Project is being designed in accordance with current governmental regulatory requirements. The Project will serve its intended function so long as the construction is in substantial compliance with the design. Items of construction for the Project are based upon current development plans.

It is our professional opinion that the infrastructure costs provided herein for the District improvements for the Project are reasonable to complete the construction of the infrastruc ture described herein and that these infrastructure improvements will benefit and add value to the District. These estimated costs are based upon prices currently being experienced for similar items of work in Southwest Florida and expected inflation in the future as well as actual contracted work. Actual costs may vary based on final engineering. planning and approvals from regulatory agencies.

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LAKEWOOD RANCH STEWARDSHIP DISTRICT MASTER ENGINEER'S REPORT FOR INDIGO 2019 ANNEXED LAND AT lAKEWOOO RANCH INFRASTRUCTURE IMPROVEMENTS

Jul'/ 2. 2011'

TABLE J
PERMITTING STATUS

PERMIT	PERMIT NUMBER	DATE APPROVED	

Indigo Pha5e'i l-8 - Manatee County Preliminary Site Plan	
PDR-18-0BIZJ IP)	
12/6/2018	

Indigo Phases 6-7 - ,\itanatee County Preliminar1 Plat/ Final Site Pion	
POR-15-15/ 16-S- l 81PIIR)/FSP l 6-26(R)	
8/18/2017	

lnd;go Phase> 6-7 - Manatee County Construction Plans	
PDR- 15- I 5/ I 6-S- I SIPIIRJ/FSP l 6-26(RI	
8/14/2017	

Indigo Phose> 6-7 -· SWFWMD ERP	
43041737.003	
10/14/2016	

Indigo Phases 6-7- USACE Permit	
SAJ-2006-01229	
Pending	
lnd:;io Phases 6-7 - FDEP Wmtewater NOi	
CS4 l-Ol82515-507-DWC/CM	
10/25/2016	

Indigo Phase> 6-7 - FDEP Water NOi	
133068-1 185-DSGP/02	
10/24/2016	

Indigo Phases 6-7 - FOCP Storm .-,ater O,,chrnge NOi	
FLR20AZ56-00I	
10/21/2016	

Indigo Phase 8- Manatee County Preliminory Plat/ Final Sile Pion	
PDR-18-08/ I 9-S-l 81P)/FSP- I 9-22	
Pending	

Indigo Phme 8- Manatee County Construction Plans	
PDR- I 8-08/ I 9-S-l 8(PJ/fSP·19-22	
Pending	

Indigo Phme 8-SWFVIMD ERP	
l'pp No.780799	
Pending	

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r  f .,,:-• :  :.:.. -,

,c;.-,.::,0
o- n;c:
<eOn z_,

"N '

b

0
V>

DRAWN   B YI  c  rr c:o erI.

c.:,.c

-,L	.  I  P  ROj  [   Cr  No  :

I	= ·"
I	.'f....,. ·II	 !	N89"35 ' 1 ifW	EASTl	·XTC:Nso toN  or
\	•C;	I	DESCRIB9 iN O.R. 2533,

;	--,	a,	PR: ij !SE"s  J E5CR1arn	PAGE 12 94-..
§?	IN   O.R.   25.3.3, PAGE     294	I	(

..:>	\

I	_/i	\
k
\	I	I	\f.4     1'	'	/

FOR1 , \   \	I· ,

_	_	_	_

_	This  iL	OT a Survey	{	No	valid	ithoul all sheets.

No v  ()	? 0 1 I    -     l 7  4 5 0 4	3C U N NII Cl  \ M jV\   215 '5'\oc ll ·	o l •fi : IBtl u, ,iry\:,l romng" 21 5-6"14 1 5 o..--,;p, k0+.-<,1', g
SKETCH & DESCRIPTION OF AJ DI- ION -o

L AKEWOOD	RANC:H STEWARDSH IP DISTR,CT
s=c-lON 4, TOW ISHIP 35 S., RANGF 19 E.,

, f SK CODE:

MP.NATEE COVNTY, FLORIDA

Stantec
6-SOC   tcfe.>.'5 011a ?ar\  \,;-a,1  Ea;t, S	a.  L  J42 &4 l:.1
Pilon• 941-107•0900 , f a, Sl1•90' •6110

11

ili u tu- M cl
OR;\WINr. INDEX NO•

REV.

Cl!rt:rr, =,I!) or AW riz.tD!ltlm 013 • ltWti !ilii"llij/JQ)'Tl­

210

ED	RRC	2156141 56v-spsk0 1	215614156

()= 2

1 4I 56v- .spsk01

DESCRIP-ICN (as prepared by the certifying Su- eyor and Mapper):

A tract of land lying in Sectio1 4, Township .35 Sou th, Ran e 19 Eost. Manatee County, Florida, being more particula,.ly descr;bed as 'allows:

COMMENCC.: at the northwes, corner of Section 4-. thence S.00' 15'25"W. along :he west  line  of  soicl  Sec lion  4,  a distance  of  654.60  feet  ta  the  nortnwest  corner  a'  the  South  1/2  of   the  Norhwest   1/4   of   tre  Northwesl   1/4   of said  Section  4;   the  following  three  (3)  calls  are  along   the  north  line  of   t1e  South  1/:!  of   the Northwest  1/4	of the Northwest 1 / 4 ol said Section 4; ( 1 ) thence S.89·20'0D"E o distance of 25.00 to t'1e north'Nest co'ner of premises
described in Official Records Gook t..397, Page 1900 of the Public Records of M□nci tee County, Florida, {2) hence S.89'20'oo"E., o distance of 324.00 feet tc the POINT OF 3EGINNING: (3) thence S.89'20'00"E., a distance of 986.58 feet lo :he nortt--ecst corner of the  S:iuth  I /2  of  the  Northwest  1/ 4  o'  the  Norlt-:v1est  1 / 1  of  said  Sectiofl  4; thence S.DO'lO"•o"W, along the east ine of the South 1/2 of the Northwest 1/4 o! the Nxthwest 1/4 of sa·d
Section 4, o ·stance of 661.66 feet to the northeast correr of t e North 1 /2 of the Sou tr west i / 4 uf the
Northwest 1/4 ol said Section -1., according to  c  Boundory  Line  Agreeme1t,  recorded  in  Offic:a1  Record  Book  1472, Page 1069 af said r'.lublic Records; thence S.00·27'35•·w., along the eosl line of  said  Boundary  Line  Agreement,  a distance of 661. 67  feet  to  the  easterly  exte1sion  of  the  north  line  of  teie  pr --nises  described  in  Off  cia 1  Records Book 253.3, Page 129 4 of sa,d Pun:ic Recar:ts; the fellowing triree (3) ca,ls  o·e  alc,r,g  the  north  boundary  of  said premises anr::: the easterly extension :.herecf; (•) trence N 39·35' 18"ti., a d stonce of 741.08 feet; (2) thence
S.0 1'58.28"E., o distance of 598 .39 feel; (3) lbence S 89' 1O'OJ"W., a distance cf 59 i!..46 feet to the east rricin:ained right-of- woy li1e of Pope Ro-:id (Pia\ Book 9, Page 1.38); the following five {5) calls are a ong said east mJ ntained r·ght-of-w::iy line of Pope Rood: (1) thence N.00'1fDj"W., o d:stance  cf  17.41  feet;  (2)  lhence  N.OC'15'10"W.,  a distance al 400.00 feet; ( J) :hence \J.00' 49 '27"E., o d'sta,ce of 200.0C feet; ( 4) thence N.C0'07' 1 5"E., o distc nee of
880.0C feet: (5) thence N.04·3e•5 "i:., u di:nince o: 737.97 feet to a [lllir·l or- the south 1;ne of said pre-nises
described ir Officicl Records Bo::ik 2.397, Poge l90C of said P1.bl"c Records: lhen::e S.89'21 'QS "E., olcn; said sout'l lirie, o distance of  3' 2.90 feet;  thence N.00'1 ·oc"E., a long  the eost line of  said :Ycrr ises, o disto1cc  of 21C. 15  fee: to the POINT 01 BEGINNl"IG.

Said trcct ccrtains 2,028.258 s:iuare feet or L6.562 4 J:::res, mor or less.

NOl!:.S:

1.	8earin9s shown hereon a,e arbitrary ond ore based Jn the east rigbt-of-woy li1e  of  Pest Boulcvcrd, ha,ing a be Ying of N02'0J' 41"E end do not refe- ro trie true r1eridion

? .	ihis is o 5-<.e\ch 01:y and d(lc'5 not rep'esent o field survey
3.	Un ess  it.  bears  the  signatJre  and the or"gin.JI	,, l	J,-n
raised :.ea of a Florda Surveyor arid Mupper, l_his
Sketch, DroNing,  Plat  or Map  is  for infor11al io101	'obert  R. Cunningham,
purposes only.	Florido  Registrat ion No.
This  is   NOT   a  Survey  and  Nol  valid  wilhoul  all  sheels.
FQR:	Nn•,  09,  n11    -    I? 45 (J4	BCUIININGKAl.'IV.\2156\-'cl  •    \215614.56\s""'    y\d,    v.;ng\2!5614156v-,ps    0l   dwg	
SKETCH & )ESCRIPTION OF AD'.)ITl:::JN TO
LAKEWOOD RANCH STEWAROSHlfl DIS1R1CT
SC::CTION 4, 1 OWN SHIP 3:-> S., RANGE 19 E., MANATEE COUNTY, FLORIDA			
()		
l U	1 - !f	14
Al"'1o !IAl-907-i :,O • F !lo\HICI 6910
t"o-Jr,,;<lbo{ki'laiiit i-gi'lnro•l • wwa.!i,ijl'lkilr
!	6iaittru. lf	-		
TAS-< COO[	ORAV,N BY ICHK[O SY ICAO •IL[	IPiOJECT NO:
210	EDM	RRC	215614l56v-spsk01	215614156	5'1[[T		Of 2	:.Jls, WING INO[X NO
14·  56v-sosk0 I		

I
I
POINT OF
CO.IOIENCEKENT

I

NORTHWEST  CORNER

SMR NORTHWES'T LANO UC PIO 579989009

S00"1J'29"E

SERENITY CREEK
PLAT B001( 56, PAGE 175

, OF SECTION 4
'	I

POPE ROAD
(MAINTAINED RIGHT-OF -WAY}
(ROAD PLAT BOOK 8, PAGE 138)

19.0B'

SOUlH LINE OF
SERENITY CRE:EK ERIC O JACKSCJ.l
JOANNE Y JACKSON PID 568400006
l9

SOUTH UNE Of SECTION J3, TOWNSHIP 34 SOOTH, RANGE 19 EAST
NORTHOOT CORNER OF
W 1/2 or NE 1/4 OF NW 1/ 4 - CONCRETE MONUlilENT

JONATHAN FIERRO NORTH LJNE   F-=	4 -OF MAGGIE FIERRO	I	SECTIOO 4, TOWNSHIP JS SOUTH,

EDNA JOSIE SMITH
I	HIE SMITH
PIO 578100000

I.IARK HEUER ROSI. HELlfR PIO 578000109

 	L5	

WAYNE A. REX

PIO 577900059
D.R. BOOK 2634,	.
PAGE 2890
ERIC D JACKSON JOANNE Y JACKSON PID 577800006

RANGE 19 EAST

EAST LINE OF WEST 1 /2 OF NORTHEAST

S.&MUEL SCOTT SMITH LOS J. SELESKA PIO 578200059

I l

VIRGIL B WAGER

I

MMI.Y E WAGER
I	PIO 57B300259

SHERRY l  REX
PIO 577900109

L1J

SOUTH LINE NORTH 1/2 OF NORTHWEST I/ 4
Of SECTION 4

1 / 4 OF NORTHWEST
1/4 Of SECTION 4

ERIC D JACKSON JOANNE Y JACKSOO
PIO 578500001	0
:3

CN	WEST LINE Of' THE NORTHE.4ST

:   I	FUTURE Pl.AT Of	::;

I

Ii	INDIGO, PHASE 7

L

'1	SOUTH LINE OF THE NORTHWEST 1/ 4 OF THE NORTHWEST 1/4 OF SECTION 4

SOUTHWEST	4

I	NORTH LINE OF THE	-	-  I/	OF

1/4 OF NORTHWEST 1/4 or
SECTION 4

SOUTH LINE Of THE NORTHEAST 1/ 4 OF NORTHW£ST 1/ 4 OF SECTICJ.l 4

l11

NOTES;

THE NORTHWEST 1/4 OF SECTION 4

NORTH LJNE Of THE SOUTHEAST 1/ 4 OF THE NORTHWEST !/4	OF SECTION 4

SCHROEDER-MANATEE
RANCH, INC.
PIO 579901849

SCALE: t •aaJOO'

r---

UNLESS IT BrARS THE SIGNATURE AND THE ORIGINAL RAISED SEAL Of A FLORIDA SUMYOR AND MAPPER, THIS SKETCH, DRAWING, PLAT OR WA? IS FOR INFORMATIONAL PURPOSES ONLY.
BEARINGS SHOWN HEREON ARE RELATIV[ TO TH[ NORTH LINE OF SECTION 4, TOWNSHIP J6 SOlJTH, RANGE 19 EAST HA\JlNG A BEARING
OF S89'1•f5B"E.
THIS IS A SKETCH ONLY AND DOES NOT REPRESENT A FIELD SURVE'Y.

300'	800'

Tbi11 is NOT a Survey and Not valid without all sheets.

FOR: NEAL COMMUNITIES	N<>•  02,    2017  -   15:24 52	EDMEJIAIV\ 2I 56\ actiee\ 2156 1 4 !S6\sur,ey\drawing\EXHl81T FOR STEWAROSHIP.dwg

SKETCH & DESCRIPTION OF LANDS TO BE ADDED TO THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SECTION 4-35-19 AND SECTION 33-34-19

TASK CO0E;

MANATEE	COUN1Y, I FLORIDA

()

6900P	' !!, 2 M14

)RAWN BY: GHKEO BY,· CAD FlLE:

PROJECT NO:

SHEET

Phorlo  1 901 6!00 • F,x 941-90 7 8910
t t.Heall'w'ffll1l1bl'1101J • '-H'# u:)1'11
l :atd8\.illirilb-s"J,,hA1t.1
DRAWING INDEX NO:

REV:

310

RRC	RRC	STEWAAOSHIP

215614156

1	0	2

8215614156•

N	E	E
'

'

"
'
'

OESCR!PTION (as prepared by the certifying Surveyor and Mapp"er):

A tract af land lying in Section 4, Township 35 South, Range 19 East, and Section 33, Township 34 South, Range
19 Eost, Manatee County, Florida, being mare particularly described os follows:

COMMENCE  ot the northwest  corner  of  said Section  4; thence S.89'14'58"E. along the north line of said Section  4,  a distance of 667.18 feet; thence S.00"13'29"E., a distance of 19.08 feet to the south line of the  Maintained Right-of-Woy of Pape Road, as recorded in Raad Ptot  Book  8,  Page  1.38  of  the  Public  Records  of  Manatee County, Florida, said paint being the POINT OF BEGINNING; thence  S.89'14'18"E., along  said  south  line, a distance of 131.36 feet to a point on the westerly line of premises described in Official Record Book 2634, Page 2890 of
said Public Records; the following five (5) calls ore along  the  westerly,  southerly  ond  easterly  lines  of  said premises; (1)	thence S.00'18'J9"W., o distance of 18.15  feet;  (2)  thence  S.45'09'11"W.,  o  distance  af  154.25 feet; (3) thence S.00'13'29"W., a distance of 74.78 feet; (4)  thence  S.B9"15'52''E., a distance  af  242.00 feet; (5) thence N.00' 13'29"E., a distance of 203.04 feet to  the  aforementioned  southerly  Maintained  Road  Right-of-Woy line; thence S.89'14'18"E., o!ong said southerly  Maintained  Road  Right-of-Way  Line,  a  distance  of  3.48  feet; thence N.00'37'57"E., along the easterly Maintained Raad Right-of-Way Line of said Pope Road, a distance of
144.10 feel to the westerly extension of the southerly line af Serenity Creek, as recorded in Plat Book 56, Page
175 of said Public Records; thence S.82'25'26 E.. along said westerly extension  and  the  southerly  line  of  said Serenity Creek, a distance of  1,073.90 feet  ta  a  concrete  monument,  LB#1735,  marking  the northeast  corner  of the West 1/2	of the Northeast 1/4 af  the Northwest  1/4  af  said  Section  4; thence  S.00'05'23"w., along  the  east line of the  West  1/2  of  the  Northeast  1/ 4  af  the  Northwest  1/ 4  of  said  Section  4, a  distance  of  1,319.70  feet lo the south line af the Northeast 1/4  of  the  Northwest  1/4  of  said  Section  4; thence  N.89'23'55"W., along  said south line of the Northeast 1/4 of the Northwest 1 /4, a distance of 668.74 feet ta the west line af the
Northeast 1/4 to  the Northwest  1/4  of  said  Section  4; thence N.00·10•10 E., along said  west  line of  the Northeast 1/4   of  the  Northwest  1/4, o  distance  af  661.66  feet  to  the south  line  of  the  North  1/2   of  the Northwest  1/4	of said Section 4; thence N.89'20'00"W, along the south line of the North 1/2  cf  the  Northwest  1/4,  a  distance  of 1,.309.15 feet to the east line of the aforementioned Pope Road Maintained Right-of-Woy; the following five (5)
calls are along the east  and  south  Pope  Road  Maintained  Right-of-Way  lines;  (1)  thence  N.00'36'22"W.,  a distance of 77..38 feet;  (2)  thence  N.00'58'57"E., a  distance  of  550.00  feet; {3)  thence  N.64"11'48"E., a  distance af JJ.54 feet; ( 4) thence S.89'52'13"E., a distance cf  272.00 feet; (5)  thence S.89'14' 1B E.,  a  distance  of  3.33.1J feet ta the POINT OF BEGINNING.

Said tract contains 1,756,400 square feet or 40.3214 acres, more or less.

This is NOT a Survey and Not valid without e.11 sheets.
FOR: NEAL COMMUNmEs	Nov   02,    2C17  -    15:2-t-:52	E::lMEJl"i\l:\2156\aetive\2156141S6\au"'1!y\drGwi g\EX111EllT FOR STEWAROSHIP.d"q	
SKETCH & DESCRIPTION OF LANDS TO BE ADDEO TO THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SECTION 4-35-19 AND SECTION 33-34-19
MANATEE	ICOUNTY	FLORIDA	l	6	t5:6
svI,	VAO	()	,a,-. !!, !, ,u""
Piooo !141-'!Ci 6900 • F•, W,1@/ )SIO
""''=-, "'",".".a"'"...,,,,.,.,-, •,·.-,-"'«:"""		
TASK CODE:.
'10	DRAWN
RRC	Ci"KED BY:
RRC	Fil.£:
STEWARDSHIP	
R	1	IDf?A'l/l!IJG INOE"X 'l'.l·
"	2	8215614156•		

LINE TABL.£	
LI	E	BEARING	DJSTANC	
l1	589'14'18"£	131.36	
L	2	500'18'J9"W	18.15'	
lJ	545·09'1 j "\11	154.25'	
l4	S00'1J'29"\t/	74.7B'	
L	5	S89"15'52"E	242.00	
L	6	N00'1J'29"E	203.04	

LINE TNJLE	
LINE	BEARING	DISTANC	
L7	589'14'18"[	
3.48'	
LB	NOO'J7'57"£	14-4-.10'	

lQ	
582"25'26"£	1,073.90	

l10	
S00'05'2J"\t/	
1,319.70	
lll	
NB9"23'55"\t/	
668.74'	
ll2	
NOO'I0'10"E	
661.66'	

LINE TASL.£		
LINE	BEARING	
DISTANCE	

LIJ
l14	
N89"20'00"W	
1.309.15'	
	
NOO'J6'22"W	
77.J8'		
l15	
N00'58'57"E	
550.00'		

L16	
N64"11'48"£	
JJ.54'		
ll7	
589'52'1J"E	
272.00'		

LIB	
S89'14'1B"E	JJJ.1J'		

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Amended and Restated Master Assessment Methodology Report

AMENDED AND RESTATED MASTER
ASSESSMENT METHODOLOGY REPORT
LAKEWOOD RANCH
STEWARDSHIP DISTRICT NW SECTOR EXPANSION AREA
(INDIGO PROJECT}

July 12, 2019

Prepared for

Board of Supervisors
Lakewood Ranch Stewardship District Prepared by
PFM Group Consulting, LLC 12051 Corporate Boulevard
Orlando, Florida 32817
407-382-3256

 Amended and Restated Master  Assessment Report for the Expansion Area	

Amended and Restated Master Assessment Methodology Report Lakewood Ranch Stewardship District
NW  Sector Expansion Area

1.0	Background

The Lakewood Ranch Stewardship District ("District") was created on June 17, 2005. The District encompasses approximately 23,255 acres in Manatee and Sarasota Counties. In 201B, the District expanded its boundaries in the North West Sector to include an additional 59.44 acres which has been platted into 123 residential lots ("Original Expansion Area"). The District adopted its "Master Assessment Methodology Report Lakewood Ranch Stewardship District NW Sector Expansion Area (Indigo Project)" dated May 4, 2018 (the "Master Report"). Since then the District has annexed additional land, and the Original Expansion Area was enlarged to increase the size of the Indigo Project to +/- 87 acres planned for 208 single-family homes ("New Expansion Area"). The District Engineer has updated the capital improvement plan ("GIP") for the New Expansion Area. This report amends and restates the Master Report to incorporate these changes.

Projected Land Use Plan for the New Expansion Area

The New Expansion Area is located in Manatee County, and it is accessed from White Eagle Boulevard. The projected land use plan for the New Expansion Area provided by Empire State Holding  Group,  LLC ("Landowner') is summarized in Table 1 below.

Table 1: Projected Land Use Plan for The New Expansion Area

Area	# Lots
Total	208
Source: The Landowner
The proposed development program for the New Expansion Area consists of 208 single-family lots all of which are platted. Therefore, the District initially will impose assessments ("Assessments") on Properties within the New Expansion Area based on the plat.

,..

~,._, ·,,.
•  •  i. ..
,.
'

The  numerical  analysis  provided  below  is illustrative  of  the assessment
methodology.   Since actual costs may vary  from the estimates, the actual

Page 2 of 7

 Amended and Restated Master  Assessment  Report for the Expansion Area	

figures may change as information becomes available. However, the
information provided here is the best available at this time.

Requirements of a Valid Assessment Methodology

Valid special assessments under Florida law require two things. First, the properties assessed must receive a special benefit from the improvements paid for via the assessments that exceeds the burden of the debt placed upon them. Second, the assessments must be fairly and reasonably allocated to the properties being assessed.

If these two characteristics of valid special assessments are adhered to, Florida law provides wide latitude to legislative bodies, such as the District's Board of Supervisors in approving special assessments. Indeed, Florida courts have found that mathematical perfection  is  probably  impossible,  but if reasonable people disagree the assessment will be upheld. Only if the Board was to act in an arbitrary, capricious or grossly unfair fashion would its assessment methods be overturned.

Special Benefits and General Benefits

New capital Infrastructure improvements included in the GIP create both:
special benefits to the New Expansion Area properties and (2) general benefits to properties outside of the New Expansion Area. However, as discussed below, these general benefits are incidental in nature and are readily distinguishable from the special benefits which accrue to the New Expansion Area properties. The GIP described in the District Engineer's Report enables the New Expansion Area Properties to be developed. Without the GIP there would be no infrastructure to support development of the New Expansion Area.

There is no doubt that the general public, and property owners outside the New Expansion Area, will benefit from the provision of the GIP. However, these benefits are incidental to the GIP, which is designed solely to meet the needs of the New Expansion Area. Lands outside the New Expansion Area do not depend upon the GIP to obtain, or to maintain, their development entitlements. This fact alone clearly distinguishes the special benefits which developable property in the New Expansion Area receives compared to properties outside of the boundaries of the New Expansion Area.

•

t..........

The estimated cost of the District's portion of the GIP for the New Expansion Area is $4,806,747. The District plans to issue bonds to fund these costs, and the estimated total bond size is $5,850,000. Therefore, the cost per lot in the New Expansion Area is $28,125 on a debt financed basis. According to data from the Manatee County Property Appraiser ("PA") the value of

Page 3 of 7

Amended and Restated Master Assessment Report for the Expansion Area

other finished lots in the District adjacent to the Expansion Area averages
$75,000. The PA also estimates the value of unimproved lots in the New Expansion Area averages $15,566. Therefore, the cost per lot for the land and the improvements as financed is $43,691. As shown in Table 2, the net special benefit from the installation of the GIP is in excess of $30,000 per lot for the New Expansion Area.

Table 2. Summary of Net Benefit of the CIP to
Lots in The Expansion Area

Amount per Lot	Cost	
Land Cost	$15,566	
Capital Improvement Cost	$28,125	
Total Cost	$43,691	
PA Value as Improved	$75,000	
----------
   Net Benefit	$31,309 

As discussed below, the New Expansion Area is planned for 208 residential lots. On an as financed basis the GIP needed to support this development will require $5,850,000 in par amount of Series 2019 Bonds. Therefore, the cost per unit as financed will drop from the original $32,764 per unit in the original Master Report to $28,125 per unit as shown in Table 3. As shown above in Table 2, there is clearly special benefit to the lots to be encumbered with assessments. Since the cost per lot is now lower, the lots in the New Expansion Area will also receive a special benefit from the CIP measured in terms of higher market values.

Table 3. Comparison of Cost Per Unit
Original Expansion Area v. New Expansion Area

Category	Original	Update	
Units	123	208	
Cost	$4,030,000	$5,850,000	
Cost/Unit as Financed	$32,764	$28,125	

Assessment Methodology

Overview

...

{	I
.. ..
• •

The assessment methodology is a process by which the District will allocate the costs associated with its improvement program to properties in the New
Page 4 of 7

Amended and Restated Master Assessment Report for the Expansion Area

Expansion Area of the District benefiting from the improvements. The allocation is based upon the benefits that each property receives. At the outset, the District has based its GIP on the projected land uses the Landowner plans for the New Expansion Area portion of the District as outlined in Table 1.

The District's Capital Improvement Plan for the Assessment Areas and the District Engineer's Estimate of Cost

Based upon the projected land use plan for the New Expansion Area created by the Landowner summarized in Table 1, the District Engineer has developed the GIP for the New Expansion Area. These cost estimates are summarized in Table 4 below. The Engineer estimates a total project cost of $9,562,433. The District portion of the GIP totals $4,806,747 which covers the public portions of the infrastructure needed for the New Expansion Area. The balance of the costs, totaling $4,755,687, are for other Landowner-funded infrastructure in the New Expansion Area development. The CIP estimate excludes financing costs and interest expenses.

Table 4: District Engineer's Estimated Costs for
The District's Capital Improvement Program for the New Expansion Area

Category	District	Developer	Total	
Street/Entry /Lighting	$0	$1,638,000	$1,638,000	
Drainage	$1,918,784	$0	$1,918,784	
Water/Waste Water	$996,661	$550,000	$1,546,661	
Clearing/Earthwork	$679,098	$846,041	$1,525,139	
Landscape/Lakes/Irrigation	$366,163	$655,200	$1,021,363	
Amenity Center	$0	$0	$0	
Professional Fees	$573,746	$573,746	$1,147,491	
Entrance Feature	$0	$0	$0	
Consultants/Contingency	$272,295	$492,700	$764,995	
	----------	----------	----------	
Total	$4,806,747	$4,755,687	$9,562,433	

Source: Stantec (July 12, 2019), "Lakewood Ranch Stewardship District Amended and Restated Master Engineer's Report for Indigo Annexed Land at Lakewood Ranch Infrastructure Improvements"

Based on the District Engineer's estimated cost for the New Expansion Area, MBS, the District's Underwriter, has estimated the bond sizing needed to fund the District's share of the GIP. Table 5 provides a summary of the bond sizing totaling approximately $5,850,000 to fund the GIP.

•

.!..........

Page 5 of 7

 Amended and Restated Master   Assessment Report for the Expansion Area	

Table 5: Estimated Size of the Bonds for the New Expansion Area

Category	Amount	
Construction Fund	$	4,806,747	
Debt Service Reserve Fund	$	424,996	
Capitalized Interest	$	321,750	
Underwriter's Discount	$	117,000	
Cost of Issuance	$	175,000	
Rounding	$	4,507	

Total

----------
$5,850,000

The construction fund is net funded, so interest earnings will provide the balance of the construction moneys needed for the CIP. The debt service reserve account is set initially at the lesser of maximum annual debt service, 10% of the proceeds of the bonds, or 125% of average annual debt service. The bond sizing includes two years of capitalized interest. An interest rate of 6.0% was used to size the bonds over a 30-year term.

We estimated the underwriter's discount at 2.0%. This allowance pays the underwriter for taking the risks involved in purchasing the District's bonds. The cost of issuance pays for the trustee, financial advisor, district counsel and other costs associated with issuing the District's bonds.

Allocation to Benefiting Properties - The Master Methodology

The discussion offered below illustrates the process by which this report will allocate Assessments levied to pay indebtedness incurred to support the CIP. As described above, all the lots are platted. Therefore, the debt is allocated on a platted-lot basis across all benefited acres in the New Expansion Area.

As noted above, as long as two basic principles are adhered to, Florida law allows the Board of the District great latitude in determining the appropriate methodology to allocate the costs of the CIP to benefiting properties within the New Expansion Area. The two principals are: (1) the properties being assessed must receive a special benefit from the CIP greater than the cost of the assessments and (2) the assessments allocated to each property must be fairly and reasonably apportioned among the benefiting properties.

.. u.w•.•..
" •

In allocating special assessment costs to benefiting property Florida governments have used a variety of methods including, but not limited to, front footage, area, trip rates, equivalent residential units, dwelling units, acreage, and value. As shown in Table 1, the development plan for the New Expansion Area anticipates construction of 208 residential units. Since the  development  plan  contains  only  residential  development,  the most
Page 6 of 7

 Amended and Restated Master  Assessment  Report for the Expansion Area	

equitable method to allocate the cost of the CIP as funded to the specially benefitting properties is on a platted-lot basis since all the lots are of similar size.

2.5	Debt Allocation for the Infrastructure - Unit Approach

Table 6 shows the application of the unit allocation method to the specially benefitting property in the New Expansion Area on platted-lot basis. Debt per unit is calculated by dividing the par debt by the number of lots. The estimated annual debt service was based on the estimated 6.0% rate on the bonds shown in Table 5 over a 30-year term. Administrative charges are set at 7% to cover the fees of the property tax assessor and collector and to allow for the early payment discount of 4%.

Table 6. Allocation of the Cost of the CIP to Properties in the New Expansion Area

	Lot Area	Lot Count	% Lots	Par Debt		
	Lots	208	100%	$5,850,000		
		Par DebUUnit	Annual Assessment	Administrative	Total Annual Charges		Assessment		
	Lots	$28,125	$2,043	$154	$2,197		

Tax Roll

Table 7 presents the tax roll for the New Expansion Area. The benefitted parcels are identified by tax identification number maintained by the Manatee County Property Tax Assessors ("PA"). The annual assessment amount is calculated based on an estimated interest rate of 6.0% and a term of 30-years.

Table 7. Tax Roll

To come

" ...

J'"l.!ljK_I..M,,.I
•

Page 7 of 7

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Resolution 2019-33

RESOLUTION 2019-33

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT DECLARING SPECIAL ASSESSMENTS;  INDICATING THE LOCATION, NATURE AND ESTIMATED COST OF THOSE INFRASTRUCTURE IMPROVEMENTS WHOSE COST IS TO BE DEFRAYED BY THE SPECIAL ASSESSMENTS; AMENDING AND RESTATING THE FORM OF MASTER ENGINEER'S REPORT ADOPTED BY THE PRIOR RESOLUTIONS; PROVIDING THE PORTION OF THE ESTIMATED COST 01<' THE IMPROVEMENTS TO BE DEFRAYED BY THE SPECIAL ASSESSMENT; PROVIDING THE MANNER IN WHICH SUCH SPECIAL ASSESSMENTS SHALL BE MADE; AMENDING AND RESTATING THE MASTER ASSESSMENT REPORT ADOPTED BY THE PRIOR RESOLUTIONS; PROVIDING WHEN SUCH SPECIAL ASSESSMENTS SHALL  BE MADE; DESIGNATING LANDS UPON WHICH THE SPECIAL ASSESSMENTS SHALL BE LEVIED; PROVIDING FOR AN ASSESSMENT PLAT; ADOPTING A PRELIMINARY ASSESSMENT ROLL; AND PROVIDING FOR PUBLICATION OF THIS RESOLUTION.

WHEREAS, the Lakewood Ranch Improvement District (the "District") is a local unit of special-purpose government located in Sarasota  and  Manalee  Counties, and  established  pursuant to Chapter 2005-338. Laws of Florida, as amended (the "Act") for the purposes of constructing, installing. acquiring, operating and/or maintaining public infrastructure improvements; and

WHEREAS, the Board of Supervisors (the "Board") of the District,  through  the adoption of Resolutions 2018-12,  2018-13,  and  20 I 8-17 (hereinafter,  the "Prior  Resolutions")  at  its May 4, 2018 and June 8. 2018 meetings, previously determined to undertake the construction and/or acquisition of certain infrastructure improvements within the portion of the District known as the "fndigo Project;" and

WHEREAS, subsequent to its adoption of the Prior Resolutions, the scope of the Indigo Project changed such that the acreage and unit counts within such project increased due to a boundary amendment approved in 2019 (hereinafter, the "2019 Expansion Parcel"); and

WHEREAS, the Board now desires to commence the assessment process relative to the 2019 Expansion Parcel within the Indigo  Project,  and  to  amend  the  Master  Engineer's  Report and Master Assessment Report (each as hereinafter defined) to reflect such updated acreage and

unit counts for the project; and

WHEREAS, notwithstanding the amendment of the Master Engineer's Report and Master Assessment Report, the Prior Resolutions and the assessment liens associated therewith remain in full force and effect after the adoption of this Resolution; and

WHEREAS, the Board hereby determines to undertake, install, plan, establish, construct or reconstruct, enlarge or extend, equip, acquire, operate, and/or maintain the infrasttucture improvements ("Improvements") within the Indigo Project as more particularly described in that ce11ain preliminary Amended and Restated Master Engineer's Report for indigo Project dated July 12, 2019, attached hereto as Exhibit A and incorporated herein by reference; and

WHEREAS, it is in the best interest of the District to pay the cost of the Improvements hy special assessments levied on benefitted lands within the Indigo Project pursuant to Section 13 of the Act (hereinafter, the '·Assessments"); and

WHEREAS, the District is empowered hy the Act, and Chapters 170 and 197, Florida Statutes, to finance, fund, plan, establish, acquire, construct or reconstruct, enlarge or extend, equip, operate and maintain the Improvements and to impose, levy and collect the Assessments; and

WHEREAS, the District hereby determines that benefits will accrue to the property improved, Lhe amount of those  benefits, and  that special  assessments  will  be made  in proportion to the benefits received for lands within the Indigo Project of  the  District  as  set  forth  in  that ce11ain Amended and Restated Master Assessment Methodology Report cf the Lakewood Ranch Stewardship District NW Sector Expansion Area ( Indigo Project), dated  July  12,  20 I 9  (the "Master Assessment Report") attached hereto as Exhibit  Band  incorporated  herein  by  reference and on file at [4400 Covenant Way, Lakewood Ranch, Florida 34202  (the  "District  Records Office"); and

WHEREAS, the District hereby determines that the Assessments to be levied  will  not exceed the benefits to the property improved; and

WHEREAS, this Resolution shall serve as the "resolution required to declare special assessments" contemplated by Section 170.03, Florida Staflltes, for the assessment lien(s) levied against the property as described in Exhibits A and B that secure the Assessments.

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

The Assessments shall be levied to defray the cost of the Improvements.

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The nature and general location of, and plans and specifications for, the Improvements are described in Exhibit A, and are on file at the  District  Records Office.  The Master Engineer's Report attached hereto as Exhibit A shall have the effect of amending and restating the master engineer's report adopted in the Prior Resolutions.

The total estimated cost of the Improvements is $4,806,747 (the "Estimated
Cost").

The Assessments will defray approximately $5,850,000, which includes the Estimated Cost, plus financing-related costs, capitalized interest, and debt service reserve.

The manner in which the Assessments shall be apportioned and paid is set forth in Exhibit B and are on file at the District Records Office. The Master Assessment Report attached hereto as Exhibit B shall have the effect of amending and restating the master assessment report adopted in the Prior Resolutions.

The Assessments shall be levied, within the Indigo Project of the District, on all lots and lands adjoining and contiguous or bounding and ahutting upon such improvements or specially benefitted therchy and further designated by the assessment plat hereinafter provided for.

There is on file, at the District Records Office,  an  assessment  plat  showing  the area to he assessed, with ce11ain plans and specifications describing the Improvements and the Estimated Cost of the Improvements, all of which shall be open to inspection by the public.

Commencing with the year in which the Assessments are confirmed, the Assessments shall be paid in not more than (30) thirty annual installments. The  Assessments may be payable at the same time and in the same manner as are ad-valorem taxes and collected pursuant to the Act and Chapter 197, Florida Statutes; provided, however, that in the event the uniform non ad-valorem assessment method of collecting the Assessments is not available to the District in any year, or if determined by the District to be in its best interest, the Assessments may be collected as is otherwise permitted by law.

The District Manager has caused to be made a preliminary assessment roll, in accordance with the method of assessment described  in Exhibit  B  hereto, which shows the lots  and lands assessed, the amount of benefit to and the assessment  against each lot or  parcel of land and the number of annual installments into which  the  assessment  may  be  divided,  which  is hereby adopted and approved as the District's preliminary assessment roll.

The Board shall adopl a subsequent resolution to fix a time and place at which the owners of property to be assessed or any other persons interested therein may appear before the

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Board and be heard as to the propriety and advisability of the Assessments or the making of the Improvements, the cost thereof, the manner of payment therefor, or the amount thereof to be assessed against each property as improved.

The District Manager is hereby directed to cause this Resolution to be published twice (once a week for two (2) weeks) in a newspaper of general circulation within Manatee and Sarasota Counties and to provide such other notice as may be required by law or desired in the best interests of the District.

This Resolution shall hecome effective upon its passage.

PASSED AND ADOPTED this 12'" day of July, 2019.

ATTEST:		BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary	Rex Jensen, Chairman

Exhibit A:	J\111e11ded and Restated Master Engineer's Report for bidigo Pn ject, dated July
12,2019
Exhibit B:		Amended and Restated Master Assessment Methodology Report nf the Lakewood Ranch Stewardship Disllfrt NW Sector Expansion  Area ( Indigo  Pmject ), dated July 12.2019

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Exhibit A

Amended and Restated Master Engineer's Report.for Indigo Pn ject, dated July 12, 2019

Exhibit B

Amended and Restated Master Assessment Methodology Report for NW Sector Expansion Area (Indigo Project), dated July 12, 2019

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Resolution 2019-34

RESOLUTION 2019-34

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT SETTING A PUBLIC HEARING TO BE HELD ON
 	, 20!9, AT 9:00 A.M. AT 14400 COVENANT WAY, LAKEWOOD RANCH, FLORIDA, FOR THE PURPOSE OF HEARING PUBLIC COMMENT ON IMPOSING A SPECIAL ASSESSMENT ON CERTAIN PROPERTY WITHIN THE DISTRICT GENERALLY DESCRIBED AS THE LAKEWOOD RANCH STEWARDSHIP DISTRICT IN ACCORDANCE WITH CHAPTER 2005-338, LAWS OF FLORIDA.

WHEREAS, the Board of Supervisors of the Lakewood Ranch Stewardship District. (''Board") has previously adopted Resolution 2019-13, entitled:

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT DECLARING SPECIAL ASSESSMENTS;  INDICATING THE LOCATION, NATURE AND ESTIMATED COST OF THOSE INFRASTRUCTURE IMPROVEMENTS WHOSE COST IS TO BE DEFRAYEO BY THE SPECIAL ASSESSMENTS; AMENDING AND RESTATING THE FORM OF MASTER ENGINEER'S REPORT ADOPTED BY THE PRIOR RESOLUTIONS; PROVIDING THE PORTION OF THE ESTIMATED COST OF  TIIE  IMPROVEMENTS TO BE DEFRAYED BY THE SPECIAL ASSESSMENT; PROVIDING THE MANNER IN WHICH SUCH SPECIAL ASSESSMENTS SHALL BE MADE; AMENDING AND RESTATING THE MASTER ASSESSMENT REPORT ADOPTED BY THE PRIOR RESOLUTIONS; PROVIDING WHEN SUCH SPECIAL ASSESSMENTS SHALL BE MADE; DESIGNATING LANDS UPON WHICH THE SPECIAL ASSESSMENTS SHALL BE LEVIED; PROVIDING FOR AN ASSESSMENT PLAT; ADOPTING A PRELIMINARY ASSESSMENT ROLL; AND PROVIDING FOR PUBLICATION OF THIS RESOLUTION.

WHEREAS, in accordance with Resolution 2019-33, a preliminary assessment roll has been prepared and all other conditions precedent set forth in Chapter 170, Florida Sta/lites, and Chapter 2005-338, Lmvs of Florida, to the holding of the aforementioned public hearing have been satisfied, and the roll and related documents are available for public inspection at 14400 Covenant Way, Lakewood Ranch, Florida 34202 (''District Records Office").

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

There is herehy declared a public hearing to be held at 9:00 a.m., on
 	,2019, at  14400 Covenant  Way. Lakewood  Ranch, Florida, for the purpose of hearing comment and objections to the proposed special assessment program for community improvements within the area of the District known as the Indigo Project, as identified in the preliminary assessment roll, a copy of which is on file. Affected pa1ties may appear at that hearing or submit their comments in writing prior lo the meeting to the office of the District Manager, 12051 Corporate Boulevard, Orlando, Florida 32817.

Notice of said hearing shall be advertised in accordance with Chapters 170 and
197. Florida Statutes, and Section 13 of Chapter 2005-338, Lmr!i of Florida, and the District Manager is hereby authorized and directed to place said  notice  in  newspapers  of  general circulation within Manatee and Sarasota Counties (by two  puhlications one week  apart  with  the first publication ut least 20 days prior to the date of the hearing established herein). The District Manager shall file a publisher's affidavit with the District Secretary verifying such publication of notice. The District Manager is further authorized and directed  to give (30) thirty  days written  notice by mail of the time and place of this hearing to the owners l)f all  property  to  be  assessed  and include in such notice the amount of the assessment for each such  property  owner,  a  description of the areas to be improved and  notice  that  information  concerning  all assessments may be ascertained at  the District  Office.  The District  Manager shall  file proof of such  mailing  hy uffidavit with the District Secretary.

3.	This Resolution shall become effective upon its passage.

PASSED AND ADOPTED this 12'" day of July, 2019.

ATTEST:	BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary	Rex Jensen, Chairman

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LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Other Matters

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Agreements between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials

-...	-	-L	-	-	-	-	- '	-

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Rangeland Pkwy. from Lorraine Road to Uihlein Road Irrigation Construction

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND IRRIGATION DESIGN ASSOCIATES, INC. FOR IRRIGATION INSTALLTION SERVICES AND MATERIALS (RANGELAND PKWY. FROM LORRAINE ROAD TO UIHLEIN ROAD IRRIGATION CONSTRUCTION)

Tl-US AGREEMEf';T (the "Agreement") is made and entered into this I 2"'day of July, 2019 by and between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties. Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (the ''District"); and

Irrigation Design Associates. Inc. whose address is 6175 Palmer Blvd.• Sarasota, Florida, J4240 (the "Contractor").

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338. Lmrs r?(Floridu. as amended. for the purpose of planning, financing, constmcting. operating and/or maintaining ce1tain infrastrncture improvements. including but not limited to, landscaping and irrigation improvements: and

\VHERE..\S, the District desires to retain an independent contractor to provide irrigation installation serYices and materials relative to its Rangeland  Pkwy. from  Lorraine  Rd. to Uihlein  Rd. project within the District as described herein and in the attached Exhibit A, which is incorporated herein by this reference (the '·Services"): and

\VHEREAS, Contractor represents that it is qualified, willing and capable of providing the Sen·ices and desires to do so in accordance with the tenns of this Agreement: and

WHEREAS, the District and Contractor warrant and agree that they have all right. power  and authority to enter into and be bound by this Agreement.

Now, THEREFORE, in consideration of the recitals, agreements. and mutual covenants contained herein. and other good and ,·aluab!e consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTIO'.\" 1. RECITALS. The recitals so stated are true and correct and  by  this reference are incorporated into and form a material part of this Agreement.

SECTIOi\" 2.	DESCRIPTIOl"i OF \\'ORK AND SERYICES.

The duties, obligations, and responsibilities of the Contractor 3re to provide the services, labor and materials necessary for the installation of certain irrigation

improvements, including materials and related site preparation, as described herein and in Exhibit A.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement. for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rnles, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the written authorization of the District.

The Contractor shall report directly to the District's Designee who shall be Louis Lawman. Contractor acknowledges and agrees that the District has the right to request that Contractor's employees and/or subcontractors who do not behave in a professional manner, in the District's sole determination, be removed from the Contractor's team{s) providing the Services to the District.

Contractor shall use a!! due care to protect the property of the District, its residents and landowners from damage and shall follow and be responsible for the Services set fo1th in Exhibit A. Contractor agrees to repair any damage resulting from Contractor's activities and work within t\venty-four (24) hours.

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

SECTIOI\" 3.	DATE OF Cm,IPLETIO!'i

Contractor shall complete the installation ser\'lces within Ninety (90) calendar days of the execution of this Agreement, provided however that such completion date may be adjusted to address any delays caused by the District. Contractor shall be allowed additional days for adverse \veather days. "Adverse Weather" is defined as the occurrence of one or more of the follov,,ing conditions within a twenty-four (24) hour day that prevents construction activity exposed to weather conditions or access to the site: (I) precipitation (rain, snow, or ice) in excess of one-half inch (0.50") liquid measure ("standard baseline"): or (2) sustained wind in excess of twenty-five (25)
m.p.h.	Contractor must document such Adverse Weather and notify the District promptly after its occurrence.

2

The Contractor and the District recognize that time is of the essence of this Agreement and that the District will suffer financial loss if the installation services are not completed within the times specified herein. The District and the Contractor also recognize the delays, expense, and difficulties involved in providing in a legal proceeding and the actual loss suffered by the District if the installation services are not completed on time. Accordingly, instead of requiring any such proof, the District and the Contractor agree that as liquidated damages for delay (but not as a penalty), the Contractor shall pay the District Five Hundred Dollars ($500) for each day that expires after the time specified herein. Contractor must coordinate its work with others performing work for the District as the District directs. Contractor will work ove11ime or extra shifts as necessary to meet the timeframes provided for herein.

SECTIOl\" 4.	COMPEl\"SATION; TERM

As compensation for completion of the Services described in this Agreement, the District agrees to pay the Contractor One Hundred, Ninety-Nine Thousand, One Hundred Eight Dollars and Fifty Cents($ I 99,108.50). Such amount includes all items, materials and labor necessaiy for the completion of the Services as itemized in the att<1ched Exhibit 8 incorporated herein and made part hereof by this reference.

If the District should desire additional \vork or  ser.·ices  not  provided  in  Exhibit  A, the Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiations, the parties shall agree in  writing  to a  work order, addendum. addenda, or change order to this Agreement as  set  forth  m  more detail in Section 5.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors, material men, suppliers or laborers be paid and require eYidence, in the fonn of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment. eYidence from the Contractor, in a form satisfactory to the District. that any indebtedness of the Contractor. as to serYices to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and pa)'Tilent of taxes, Social Security payments, Workers Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing. which shall be deliYered or mailed to the District by the fifth (5th) day of the next succeeding month. These invoices are due and payable within thirty (30) days of receipt by the District. Each invoice shall include such supporting infom1ation as the District may reasonably require the Contractor to provide.

3

SECTION 5. CHANGE ORDERS. Contractor understands that the Services may be reduced, enlarged or otherwise modified in scope. If any additional Services are  proposed beyond those identified in this Agreement. Contractor shall perform them but only after  receiving a written change order from the District. Contractor shall not perform any service omitted from the Agreement by deductive change order. Contractor shall cooperate with and assist the District in preparing and determining the scope of any change order. [n the event the service represents a unit price set forth in this Agreement, Contractor's compensation shall be adjusted for the added or deducted services proposed by the change order in accordance with the unit prices established in the Agreement. In the event the unit price fo the additional services is not set forth in this Agreement, Contractor's compensation shall be adjusted for the assed or deducted services proposed by the change order as reasonably service detennined by the District in conference with the Contractor. All change orders shall be In the form attached hereto as Exhibit C.

SECTI0I\' 6. WARR"-NT\" Al\D C0VEI\Al\T. The Contractor warrants to the District that all materials furnished under this Agreement shall be new. and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (I) year after acceprnnce by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2. all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (I) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such ,varranties is as provided by Florida la\v unless longer guarantees or warranties are provided for else,vhere in the Agreement {in which case the longer periods of time shall prevail). Contractor shall replace or repair warranted items to the District's satisfaction and in the District's discretion.  Neither final acceptance of the SerYices, nor monthly or final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Services. If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement, Contractor shall con-ect remove and replace it promptly after receipt of a ,vritten notice from the District and correct and pay for any other damage resultmg there from to District property or the property of landowners within the District.

Contractor hereby covenants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal. building and zoning. land use. env1ronmental. public safety, non-discrimination and disability accessibility laws. codes, ordinances. rules and regulations, including, without limitation. all professional registration (both corporate and individual) for all required basic disciplines that it shall perform. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

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SECTION 7.	INSURANCE.
Contractor shall, at its own expense, maintain insurance during the performance of its Services under this Agreement_ with limits of liability not less than the following:

Workers Compensation	statutory

General Liability
Bodi(r lnjw)' (ind1uhng contractua{)
Property Damage (inc/11di11g co11tract11a/)

Automobile Liability ( if applicable)
Bodi(l· Jnjw-;i· and Pnipert,1' Damage

SJ ,000,000/$2,000,000 SI ,000,000l$2,000,000

S!,000,000

Contractor shall pro\'ide the District with a ce11ificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. [nsurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida. and such carrier shall have a Best's Insurance Repm1s rating ofat least AMVII.

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

SECTIOi\ 8. INDEPE/li'DEl'ff CONTRACTOR. It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship ofan independent contractor and not that of an employee, agent. joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or constmed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents. subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor's employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state  or  federal  unemployment  insurance  contributions  on  Contractor's behalf: iii) Withhold state or federal income tax from payment to Contractor: iv) Make disability insurance contributions on behalf of  Contractor:  or  v)  Obtain  workers'  compensation  insurance on behalf of Contractor. Moreover, Contractor shall provide  the  District  with  a completed  IRS WM9 form prior to the commencement of the Services.

5

SECTI0I", 9.	C0\IPLl,\I",CE WITH LAWS,  ORDli\A..lli'CES  AND REGULATIONS.	ln
performing its obligations m1der this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances, mies, regulations, and orders of any public or governmental authority having appropriate jurisdiction. including all laws. regulations and rules relating to immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor's employees. agents, subcontractors or anyone directly or indirectly employed by Contractor observe Contractor's mies and regulations  of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees, agents and subcontractors perfonning its obligations herein and other persons who may be affected. and any material, equipment and other property, Contractor shall remedy al! damage or loss to any property caused in whole or in part by Contractor. its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor's failure to comply with the provisions contained herein.

SECTI0 10. DEFAl"LT Al',D PR0TECTI0I', AGAINST THIRD PARTY INTERFEREr--;CE. A
default by either party under this Agreement shall  entitle  the other  to  all  remedies  available  at law or in equity, which may include, but not be limited to. the right of actual  damages  and/or specific perfonnance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering  third  party.  Nothing contained  in  this  Agreement  shall  limit or impair the District's right to protect its rights from interference by a third  party  to  this Agreement.

SECTI0r-.: 11. Er-.F0RCEME!\T OF AGREHIENT. In the ewnt that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the pre\"ailing party shall be entitled to reco,·er from the other all fees and costs incurred, including reasonable attorney's fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTI0 12.  A\IE!\D\lENTS.  Amendments  to  and  waivers  of  the  provisions  contained in this Agreement may be made only by an instrument in ,....nting which is executed by both the District and the Contractor.

SECTI0I', 13. AUTH0RJZATIO!\. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the tenns and proYisions of this instmment

6

SECTI01' 14. NOTICES. All notices, requests, consents and other communications under this Agreement (''Notices") shall be in writing and shall be delivered, mailed by First Class Mail. postage prepaid, or overnight delivery service, to the parties, as follows:

If to Contractor:

If to District:

With a copy to:

Irrigation Design Associates, [nc.
6175 Palmer Blvd.
Sarasota, Florida 34240 Atten: Laura Raines

Lakewood Ranch Stewardship District 12051 Corporate Boulevard
Orlando,  Florida 32817
Attn:  District Manager

Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Bo 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

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

SECTIOi'i IS. AR.M'S LEi'iGTH TRAl'-iSACTJOi'i, This Agreement has been negotiated fully between the District and the Contractor as an arm's length transaction.  Both  parties participated fully in the preparation of this Agreement and received the advice of counsel.  In the case of a dispute concerning the interpretation of any  provision  of  this Agreement,  both  parties are deemed to have drafted, chosen, and  selected  the language,  and  the doubtful  language  will not be interpreted or constrned against either the District or the Contractor.

SECTIO!'li 16. THIRD PARTY BEJ\"EFICI.-\R.IES. This Agreement is solely for the benefit of  the District  and  the Contractor and no right or cause of action shall accme upon or  by reason,  to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or Implied is intended or shall be constmed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or  by  reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall mure to

7

the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTIOl\ 17. ASSIGNMEi'ff. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other.

SECTION 18. APPLICABLE LAW AND VENUE. This Agreement and the provisions contained herein shall be consrmed,  interpreted and controlled  according to  the  laws of the State  of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTIO;'-;" 19.	[NDEMMFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors. officers. staff, employees. representatives and agents against any claims, damages. liabilities, losses and costs. including, but not limited to. reasonable attorneys· fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the perfonnance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars (SI ,000,000.00). By executing this Agreement. Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

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

SECTIOl'\ 20.	LL\IITATIONS	Ol"i"	GOVERN'\IEi\TAL  LIABILITY.	Nothing	in	this
Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28, florida Sta/11/es. or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otheru:ise be barred under the Doctrine of Sovereign lnummity or by operation of law.

SECTIO!"i" 21. EFFECTIVE DATE. This Agreement shall be effective upon the execution of the Agreement by each of the parties hereto and shall remain  in effect  until  the completion  of the Services, lmless terminated earlier in accordance with the terms of this Agreement.

SECTION 22. TER\11!',"ATION. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice oftennination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this

8

Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice oftennination without cause. Upon any tem1ination of this Agreement. the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement, subject to whatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTION 23, OW1"ERSffiP OF DOCUMENTS, All rights m and title to all plans, drawings, specifications, ideas, concepts. designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTION 24. Pueuc RECORDS. Contractor understands and agrees that all documents of any kind prO\·ided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Stat/lies. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt ("Public Records Custodian"). Among other requirements and to the extent applicable by law, the Contractor shall I) keep and maintain public records required by the District to perform the service: 2) upon request by the Public Records Custodian. provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter I 19, Florida Sta/11/es; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract tem1 and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract. transfer to the District, at no cost, all public records in Contractor's possession or, alternatiYely. keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the Distnct in a fonnat that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 382-3256, JANEG@FISHKIND.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.
SECTION 25. SE\"ERABILln·. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of tll!S Agreement not held to be invalid or unenforceable.

9

SECTION 26. HEADll'i'GS FOR COI\YEME!'i'CE OI'iL\'. The descriptive headings in this Agreement are for convenience only and shall not  control  nor affect  the  meaning  or constmction of any of the provisions of this Agreement.

SECTION 27. ENTIRE AGREEMENT. This instnunent shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

10

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	ChairmanNice Chairman, Board of Supervisors

'-(1 C

Witness:	Irrigation Design Associates, Inc.

gnature of Witness

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Print Nalne

Print Name:

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Title:	_L!.J, _·,, 	,! / - , -, L=iL• 		_

Composite Exhibit A: Exhibit B:
Exhibit C:

ICD lnigation Plan
lrrigation Designs Associates Quotation Dated 5/20/2019 Form of Change Order

11

COMPOSITE EXHIBIT A

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EXHIBIT B

lf.!l{lc,.\l ll ' '- I >I S i c;-,; \_-.-.;,' ' I\ 11 - 1-,:,
6175 Palmer Boule,,ard Sara ota, Florid11 34240
Phone: (941) 927-1279 Fax: (941) 925-8987	QUOTATION	
	Job:	7177
Quote Date:	-	RANGELAND 05/20/2019	PKWY	
Quoted To:
LWR DEVELOPMENT 14400 COVENANT WAY
BRADENTON FL 34202	Job Name: RANGELAND PKWY LORRAINE TO UIHLEIN
SMR	

RD	
Good Thru:	Payment Terms:		Estimator:	
One Month From Quote Date	Net 30 Days	0		
Qt1a11titr	De,1·,•riptitm	Unit	Ext Price

·•·+ *·+ *·*I•R•R·•J•·<·i·AT·I·O·N ·D·I·S·T··RI·DU·T·I<·lN·S·Y·Sl·EM······* 	•
(JUOTE BASED ON IRR PLAN PLANS BY !CD
PGS IR-I TC l [R-2 DATED 02,'20.' J 8 Tc l BF. AS F< JLLO\VS***

1,945 .00
239.00
6 9 ()_()()
ll.235 oo
44 .00
1.00
61)()
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1 . 00
6.0ll 1 5.00
R 00
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··H·UN··f·E·R··P·R·O·-·S -·06···*•**•****•*•···•*•• 	EA
TREE Bl !HALER	EA
MAXI-JI::·1 S[AKE>P< >IY	EA
RI lABLER/MJ\XI-.IET LATERAL	Fl
Hl fNTER JC\'-21l I VALVE	EA
HUNTER Al'C-99-D	EA
2" DISC FILTER	EA
I STATION DECODER	EA
4 STATION l>EDOCDER	EA
6 STATION DECODER	EA
GRoln--:O ROD	EA
SllRliE ARRESTER	EA
4" C-200 PVC <..i.l M.\IN	FT
6" C-200  PVC UJ MAIN	FT
1--1-2 WIRE I" PVC	FT

Quote Total:	l99,108.50

6" GATE VALVE	EA	I

Notes:

EXHIBITC

CHANGE ORDER

Project: 	

No.: 		_

Date of Issuance: 	_	Effective Date: 	_

Owner:--------------
O..'TI.er's Contract No.:---------------

Contractor:. 	

Engineer: 	

You are requested to make the following changes in the Contract Documents. Description:
Reason for Change Order:

Attachments: (List document supporlrng change)

Change in Contract Price

C )riginal Contrad Price

Change in Contract Times
( lnginul Contrnct Time,

'·------------------

Snb,tanl1,d Completilln. 	_
Ready for final Paymem: 	- -----
d.1J, nr J,1lcs

!\ change from previuu, Change ( Jn!er l\u._ To N"·- S   	

Net change·, th>m J'IC\'it1u, l'hange On[ep, No._ ToNn.  

,. _

Conlrnc! Prfri;, prior ll> thi Change Ordcr

Comract Tm1e,, prior tu thi, Change Ord<'r

Substantial Cumpl.:tiu1r 	_
R<:ady for Fmal Payment·	­
J,"' , J.,tc,

l\d lncn:a,.: ( Jecrea,.:) ufthi, C:hunge Order
'---------------

et ln.:r<:,1-,c (<lc rcaw) of this Change Order

Contrnd Pnce with all approved Ch::mge Order,

Cunlrnd fimc with all appron:d Chang<: Orda,

'-------------------

Substantial Completion: 	_
Reatly for Fmal Payment: 	- ----
ds;, or da!.:,

Recommended:
B_i-: 	_
Lullia La """'· PruJCCI \ \,,n,g,-r

Appro1•ed:

By·--	-=---­
owner 1Au1bonzeJ SignaM )

By:  

Accepted:

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ron1ra,:1N \.-'rn!MnzeJ S1 1turc)

Dore: 	_

Date: 	_

Doh': 	_

LAKEWOOD RANCH STEWARDSHIP DISTRICT

44th Ave from Lorraine Rd. to Bourneside Blvd.
Irrigation Construction

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND IRRIGATION DESIGN ASSOCIATES, INC. FOR IRRIGATION INSTALLTION SERVICES AND MATERIALS (44" AVE FROM LORRAINE RD. TO BOURNESIDE BLVD. IRRIGATION CONSTRUCTION)

THIS AGREEMEl'ff (the "Agreement") is made and entered into this l2"'day of July, 2019 by and between:

Lakewood Ranch Stewardship District. a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 1205 I Corporate Boulevard, Orlando, Florida 32817 (the "District"): and

Irrigation Design Associates, Inc. whose address is 6175 Palmer Blvd., Sarasota, Florida, 34240 (the "Contractor").

RECITALS

WHEREAS, the District was established  pursuant  to Chapter  2005-338,  La11·s 1!f'F!orida, as amended. for the  purpose  of  planning,  financing,  constructing,  operating  and/or  maintaining certain infrastrncture improvements, including but not limited to, landscaping and irrigation improvements: and

WHEREAS, the District desires to retain an independent contractor to provide irrigation installation services and materials relatiYe to its 44t1i Ave. from Lorrame Rd. to Boumeside Blvd. project within the District as described herein and in the attached Exhibit A, which is mcorporated herein by this reference (the "Services"): and

WHEREAS, Contractor represents that it is qualified, willing and capable of prO\ iding the SerYices and desires to do so in accordance with the terms of this Agreement; and

WHEREAS, the District and Contractor warrant and  agree that  they have all  right  power  and authority to enter into and be bound by this Agreement.

Now, THEREFORE, in consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows:

SECTIOI\'. 1. RECITALS.  The recitals so stated are tme and correct  and  by  this reference are incorporated into and form a material part of this Agreement.

SECTION 2.	DESCRIPTION OF \\'ORK Al'lrlD SERVICES.

A. The duties, obligations, and responsibilities of the Contractor are to provide the services, labor and materials necessary for the installation of certain irrigation

improvements. including materials and related  site  preparation.  as  described  herein and in Exhibit A.

8. This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement. for those purposes described in this Agreement. and Contractor hereby agrees to comply with all applicable laws, rnles. ordinances and  regulations  affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Services. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the written authorization of the District.

The Contractor shall report directly to the District's Designee who shall be Louis Lawman. Contractor acknowledges and agrees that  the  District  has  the  right  to request that Contractor's employees and1or subcontractors who do not behave in a professional manner, in the District's sole detem1ination. be removed from the Contractor's team(s) providing the Services to the District.

Contractor shall use all due care to protect the  property of  the  District,  its residents  and landowners from damage and shall follow and be responsible for the Services set forth in Exhibit A.  Contractor  agrees  to  repair  any  damage  resulting  from Contractor' s activities and work within twenty-four (24) hours.

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

SECTI01' 3.	DATE OF COMPLETIOI'\

Contractor shall complete the installation services within Ninety (90) calendar days of the execution of this Agreement, provided however that such completion date may be adjusted to address any delays caused by the District. Contractor shall be allowed additional days for adverse weather days . ·'Adverse Weather" is defined as the occurrence of one or more of the following conditions within a twenty-four (24) hour  day that prevents constmction activity exposed to weather conditions or access to the  site: ( 1) precipitation (rain, snow. or ice) in excess of one-half inch (0.50") liquid measure ("standard baseline''); or (2) sustained wind in excess of twenty-five (25)
m.p.h.	Contractor must document such Adverse Weather and notify the District promptly aner its occurrence.

2

The Contractor and the District recognize that time is of the essence of this Agreement and that the District will suffer financial loss if the installation services are not completed within the times specified herein. The District and the Contractor also recognize the delays, expense, and difficulties involved in providing in a legal proceeding and the actual loss suffered by the District if the installation services are not completed on time. Accordingly, instead of requiring any such proof, the District and the Contractor agree that as liquidated damages for delay (but not as a penalty), the Contractor shall pay the District Five Hundred Dollars ($500) for each day that expires after the time specified herein. Contractor must coordinate its work with others performing work for the District as the District directs. Contractor will work overtime or extra shifts as necessary to meet the timeframes provided for herein.

SECTIOl\" 4.	CO\IPE S.-\TIO ; TER\I

As compensation for completion of the Services described  in this A 1Tee men t. the District agrees to pay the Contractor Two Hundred Eighty-One Thousand, Seven Hundred Dollars and Fifty Cents {S281,700.50). Such amount includes all items. materials and labor necessary for the completion of the Services as itemized in the attached Exhibit B incorporated herein and made hereof by this reference.

If the District should desire additional work  or ser\"ices  not provided  in  Exhibit  A,  the Contractor agrees to negotiate in good faith to undertake such additional work or ser\'lces. Upon successful negotiations, the parties shall agree 111 writing to  a  \Vork order, addendum, addenda. or change order to this Agreement as  set  forth  in  more detail in Section 5.

The District may require, as a condition precedent to making any payment to the Contractor that all subcontractors. matenal men, suppliers or laborers be paid and require evidence. in the fonn of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors. material men, suppliers or laborers, and further require that the Contractor provide an Affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment. evidence from the Contractor, in a fonn satisfactory to the District that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workers Compensation, Unemployment Compensation contributions. and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in \\Titing, which shall be deli,·ered or mailed to the District by the fifth (5th) day of the next succeeding month. These invoices are due and payable within thirty (30) days of receipt by the District. Each im'oice shall include such supporting information as the District may reasonably require the Contractor to provide.

,

3

SECTIOI\ 5. CHA.!'l;GE ORDERS. Contractor understands that  the  Services  may  be reduced, enlarged or otherwise modified in  scope.  If  any  additional  Services  are  proposed beyond those identified in this Agreement,  Contractor  shall  perform  them  but  only  after  receiving a written change order from the District. Contractor shall not  peifom1  any  serYice omitted from the Agreement by deductive change  order.  Contractor  shall  cooperate  with  and assist the District in preparing and determining the scope of any change order. In the event  the service represents a unit price set forth in this Agreement, Contractor's compensation shall be adjusted for the added or deducted services proposed by the change order in accordance  with the  unit prices established in the Agreement. In the event  the  unit  price fo the additional  services  is not set forth in this Agreement, Contractor's compensation shall be adjusted for the  assed  or deducted services proposed by the change  order as  reasonably  service detennined  by  the  District in conference with the Contractor. All change orders shall be in  the  form  attached  hereto  as Exhibit C.

SECTIOi'o 6. WARR.\.l\TY  Ai',D Co\.EN,\i'oT. The Contractor  warrants to  the  District  that all materials furnished under this Agreement shall be new, and that all ser.·ices and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Services for a period of one (I) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2. all plant material shall be guaranteed to be in a satisfactory growing condition and to live for a period of one (I) year from planting except for annuals, which will be replaced seasonally. All plants that fail to survive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those warranties which Contractor otherwise warrants to others and the duration of such warranties is as proYided by Florida law unless longer guarantees or warranties are pro,·ided for elsewhere in the Agreement (in which case the longer periods of time shall prernil). Contractor shall replace or repair warranted items to the District's satisfaction and in the District's discretion. Neither final acceptance of the Ser.·1ces, nor monthly or final payment therefore, nor any pro,·1sion of the Agreement shall relieve Contractor of responsibility for defectiYe or deficient materials or Services_ If any of the Services or materials are found to be defective, deficient or not in accordance with the Agreement Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners lvithin the District.

Contractor hereby cO\-enants to the District that it shall perform the Services: (i) using its best skill and judgment and in accordance with generally accepted professional standards and (ii) in compliance with all applicable federal, state, county, municipal, building and zoning, land use, environmental. public safety, non-discrimination and disability accessibility laws. codes, ordinances, mies and regulations. including, without limitation, all professional registration (both corporate and individual) for all required basic disciplines that it shall perfonn. Contractor hereby covenants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark, services mark, copyright or other proprietary interest claimed or held by any person or business entity absent prior written consent from the District.

4

SECTION 7.	INSURANCE.
Contractor shall. at its own expense, maintain insurance during the perfomrnnce of its Services under this Agreement, with limits of liability not less than the following:

Workers Compensation

General Liability
Bodi v hiiury (including con1rac111a{) Properly Damage (including con1ract11a/)

Automobile Liability (if applicable)
Bodily {11j111:i· and Property Damage

statutory

$  J ,000,000/$2,000,000
$  J ,000,000/$2,000,000

$1,000,000

Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Services. No certificate shall be acceptable to the District unless it provides that any change or termmation withm the policy periods of the insurance coverages, as certified. shall not be effective within thirty (30) days of prior wntten notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best's Insurance Reports rating of at least A·VIL

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

SECTION 8. IJ'liDEPENDEllff COJ'lriTR CTOR.  It is understood and agreed that at all times the relationship of Contractor and its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship ofan independent contractor and not that of an employee, agent joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or constmed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees. agents. subcontractors or anyone dlrectly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor's employees. agents, subcontractors or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular. District will not: 1) Withhold FICA (Social Security) from Contractor's payments: ii) Make state or federal unemployment insurance contributions on Contractor's behalf; iii) Withhold state or federal income tax from payment to Contractor; i\·) Make disability insurance contributions on behalf of Contractor; or v) Obtain workers' compensation insurance on behalf of Contractor. Moreover, Contractor shall provide the District with a completed IRS W•9 form prior to the commencement of the Services.

5

SECTION 9.	COMPLIANCE  WITH  LAWS,  ORDINANCES AND REGULATIONS.	In
performing its obligations under this Agreement, Contractor and each of its employees. agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws. ordinances, rules. regulations, and orders of any public or governmental authority having appropriate jurisdiction, including all laws, regulations and mies relating to immigration and/or the status of foreign workers. Contractor shall initiate, maintain, and supervise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor's employees, agents. subcontractors or anyone directly or indirectly employed by Contractor observe Contractor's mies and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide all reasonable protection to prevent damage, injury or loss to all of its employees. agents and subcontractors performing its obligations herein and other persons who may be affected, and any material. equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor's failure to comply with the provisions contained herein.

SECTION 10.	DEFAULT AND PROTECTl0I\ AGAINST THIRD PARTI' INTERFEREl"iCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity. which may include, but not be limited to. the right of actual damages and/or specific perfommnce. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement  shall limit or impair !he District's right to protect its rights from interference by a third party to this Agreement.

SECTIOl'i 11. El"iF0RCE:\IEI\T OF AGREE.\fE!'iT. In the event that either party is required to enforce this Agreement by court proceedrngs or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, mcluding reasonable attorney's fees and costs for trial, alternative dispute  resolution,  or  appellate proceedings.

SECTI0l"i 12. AMEl'iDME!'iTS. Amendments  to and  waivers of the provisions contained in this Agreement mc1y be made only by an instniment in writing which is executed by both the Distflct and the Contractor.

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

6

SECTI0!'-14. NOTICES. All notices, requests, consents and other communications under this Agreement ("Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties. as follows:

Jf to Contractor:

If to District:

With a copy to:

Irrigation Design Associates, Inc. 6175 Palmer Blvd.
Sarasota, Florida 34240 Atten: Laura Raines

Lakewood Ranch Stewardship District 1205 l Corporate Boulevard
Orlando, Florida 32817 Attn: District Manager

Hopping Green & Sams, P.A.
119 South Monroe Street, Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

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

SECTlO:\' 15. AR\-l'S LENGTH TR..\i\'SACTIOi\. This Agreement has been negotiated fully between the District and the Contractor as an arm's length transaction. Both parties participated fully m the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, both parties are deemed to have drafted. chosen, and selected the language, and the doubtful language will not be interpreted or constmed against either the District or the Contractor.

SECTIOi\ 16. THIRD PART\" BEi\EFICI.--\RJES. This Agreement is solely for the benefit of the District and the Contractor and no right or cause of action shall accme upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right. remedy. or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to

7

the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives. successors, and assigns.

SECTION 17. ASSIGN\IENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written ,ipproval of the other.

SECTION 18. APPLICABLE LAW AND VENUE. This Agreement and  the  provisions contained herein shall be construed,  interpreted  and  controlled  according  to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTIOl\" 19.	lr'<iDEMNIFICATION.

Contractor, its employees, agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors. officers, staff, employees. representatives and agents against any claims, damages, liabilities, losses and costs, including, but not limited to, reasonable attorneys' fees. to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the perfonnance of this Agreement or the Services perfonned hereunder up to the amount of One Million Dollars (S 1,000,000.00). By executing this Agreement. Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

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

SECTION 20.	LL\HTATIONS	ON   Go\"ER1'\IE1'"TAL	LL.\BILITY.	Nothing	in	this
Agreement shat! be deemed as a \Vai,·er of unmunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability ,vhich may have been adopted by the Florida Legislature in Section 768.28, florida Statutes, or other statute, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

SECTIOI\ 21. EFFECTIVE DATE. This Agreement shall be effectiYe upon the execution of the Agreement by each of the parties hereto and shall remain in effect until the completion of the Services, unless tem1inated earlier in accordance with the terms ofth1s Agreement.

SECTIO!'li 22. TERMINATIOJ\. The District agrees that the Contractor may tenninate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided. however, that the District shall be  provided  a  reasonable  opportunity  to  cure  any failure under this Agreement. The Contractor agrees that the District may tem1inate this

8

Agreement immediately for cause by providmg written notice  of  tennination  to the  Contractor. The District shaU provide thirty (JO) days written notice oftennination without cause. Upon any tennination of this Agreement. the Contractor shall be entitled to  payment  for  all  Services  rendered up until the effective termination of this  Agreement,  subject  to whatever  claims or off sets the District may have against the Contractor as the sole means of recovery for tem1ination.

SECTI0I\ 23. OWNERSHIP OF D0CUME TS, All rights in and title to all plans. drawings, specifications, ideas, concepts. designs, sketches, models, programs, software, creation, inventions, reports, or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when developed and shall be considered work for hire.

SECTIOi'i 24.  PUBLIC  RECORDS,  Contractor  understands  and  agrees  that  all  documents of any kind provided to the District in connection with  this  Agreement  may  be public  records. and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701.  Florida  Sra1111es. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt ("Public Records Custodian").  Among  other requirements  and to the extent  applicable by law, the Contractor shall I) keep and maintain public records  required  by  the  District  to perfom1 the service; 2) upon request  by the Public  Records Custodian,  provide the District  with the requested public records or allow the records to be inspected or copied  \Vithin a  reasonable  time period at a cost that does not exceed the cost provided in Chapter I I 9, Florida S1at111es; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of  the contract term and following the contract  tenn 1f the Contractor  does  not  transfer  the  records to the Public Records Custodian of the District: and  4)  upon completion  of the contract.  transfer to the Distnct. at no cost, all public records in Contractor's  possession  or,  alternatively,  keep. maintain c1nd meet all applicable requirements for reta111111g public records pursuant to Florida laws. When such public records are transferred  by  the  Contractor,  the Contractor  shall  destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District  in a format that is compatible \Vith Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 382-3256, JANEG@FISHKIND.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTIOt'i 25. SE\"ERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remainmg portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

9

SECTION 26. HEADl1\'.GS FOR CONVENIENCE O1'LY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or constmction of any of the provisions of this Agreement.

SECTIOI'" 27. El'"TIRE AGREEMENT. This instmment shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on  Next Page]

10

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman/Vice Chairman, Board of Supervisors

Witness:	Irrigation Design Associates, Inc.

.L,C )cQ£1
Signature of Witness

Print N

Title:	\,  l	/{ '- L .J- r ,l i -/ 

----

Composite Exhibit A: Exhibit B:
Exhibit C:

ICD Irrigation Construction Plan
Irrigation Designs Associates Quotation Dated 8122120 l 8 Form of Change Order

11

COMPOSITE EXHIBIT A

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IRRIGATION PLAN
4411> AVENUE EAST

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IRIUli.\l 1,1:,.: I JI ::-.ll;_-._;  . \ !',<. ;1.1l  I.\! I·::-. l :'>' .1  .
6175 Palmer 8oulev11rd
S,m1sot11, Florida 34240
Phone: (941) 927-1279 Fax: (941) 925-8987	QUOTATION	
	Job: 9021 - 44TH AVE EAST
Quote Date:	08/22/20 l 8	
Quoted To:
SMR STEW ARDSHIP	Job Name:
44TH AVE EAST
LORRAINE RD TO	

BOURNESIDE DR	
Good Thru:	Payment Terms:	Estimator:	
One Month From Quote Date	Net 30 Davs	0	
Q11a11tit,r	D scriptiori	Unit	Ext Prici:

••••••••••••••••••••••••••••••••••••••••••
•••• TRRl<iATION DISTRIBlHION SYS fEM
BASED ON PLANS BY JOHJ\ M< 10DY P(jS I-ii
TO BE A\  FOLLOWS ***OHO*'!<*..***"******

I 00
1.00
39_()1)
21 OU
.1 2.00
J . 00
1.011
1.00
:-385 ()()
l .093 00
81 no
I 1.00
2S9.00
14.995.00
500.00
l 5Ji29.00
1000
10.00
! 7ROO
5.130 .0l l

Notes:

*H*T*.*N*T*E•R•·A··C·l'·-·9·1)·[) ··l·'l·l\·T·R··<··>·L·L·E·R 	••*••··
IM\\-tS SET-llP JCJJ.JOC) DECODERS ICD-200 DECODERS UROlf'l\:D RODS
GROUND PALTE F< JR TI tER SURGE ARRESTOR 120V SURGE ARRESTOR 2-WIR.E HlfNTER PROS-06 6" POPllP'i MAXIJET ASSEMBLIES HUNTER ICV-201 2" VALVES RA!NBIRD 2" DISC FILTERS HI fNTER Pl'B-50 B1 IBBLERS
MAXJJET'BUBBLER LATERAL PIPE
4" RG CUOO MAINLINE
WIRE IN CONDUIT
4" GATE VAL YES
P< HNT OF(..'( )NNECTION SA.ODLE TAP LAKE TREE MAXIS
LA.KE TREE I" POLY

EA EA EA EA EA
EA EJ\. EA
EA EA EA
l::A EA FT
FT FT
EA EA EA
FT
Quote Total:

281,700.5

EXHIBIT C

CHANGE ORDER

Project: 	_

No.: 		_

Date of Issuance: 	_	Effective Date: 	_

Owner: 	
Owner's Contract No.: 	
Contractor:-----------------	Engineer: 	_ You are requested to make the following changes in the Contract Documents.
Description:

Reason for Change Order:

Attachments: (l.ist dornm<:nts supportmg: d1.ing:.:J

Change in Contrnct Price

,, 	_

Original C,,ntmd Price

Change in Contract Times
( )ri!,!1rml Conlrm:l I ime,

Sub,tantwl Completim1: 	_ R,·ady ti,r Final Paym,;nl 		_
 	<.L,""' J.11e,	

l\,·t d1ung.:, fr,Hn pre\1.,u, Ch,lllg<' Order, :-.in._ "Io No._
$, 	

Nd ,hanges from pre, iou, Chang,· nrtlers Nu._ lo No._

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Contract Pric·e prior to thi, Chang.- Ord<'r
$, 	

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1':,·1 Increase (J.:t:r.:a,,:) ofthi, Clw.llg<' Order
'-------------------

Net lncre11,e (Je rease) oftlu, Change Onkr

L'omract Priec, ,\ 1th nil approved Change Order,
s, 	

Contr11 1 Time with all appro\·eJ Change Orckr,

Suh tantia! CompletiL>n: 	_
Reatly for Fin.ii Puymenl: 	- ---
d,10, nr data,

Recmnmended:

By: 	_

By.-  

Apprm·ed:

-	- ----
011=1AmhonzcJ S1:l"a!\ITel

By:   

Accepted:

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-- - ---­
omr"Cl<>r fAuthomeJ 1gnamr 1

Daft'.  	

D,11e: 	

Date.. 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Agreements between the District and SMR Farms, LLC for Landscape Installation Services and Materials

--	--	-	-	-	- J

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Bourneside Blvd.; Lakewood National to SR64 Project

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND SMR FARMS, LLC FOR LAN DSCAPE INSTALLTION SERVICES AND MATERIALS
(BOURNESIDE BLVD.; LAKEWOOD NATIONAL TO SR64 PROJECT)

THIS AGREDIE!H (the "Agreement") is made and entered into this 12th day of July,
2019, by and between:

Lake\rnod Ranch Stewardship District, a local unit  of  special-purpose gonrnment located in Sarasota and Manatee Counties, Florida,  and  whose mailing address is 12051 Corporate Boulevard, Orlando.  Florida  32817  (the "District"): and

SMR Farms, LLC a Florida limited liability company. ·whose address is 14400
Cownant Way. Lake\vood Ranch, Florida 34202 (the "Contractor"').

RECITALS

\VHERE.-\S, the District was  established  pursuant  to  Chapter  2005-338,  Lairs  ol Florida, as amended, for the purpose of planning. financing. constructing. operating and/or maintammg certain infrastnicture impro,·ernents, including but not limited to, landscaping and irrigation improvements: and

\\'HERE.-\S, the District desires to retain an independent contractor to provide landscape installation services and materials relatiw to its Bourneside Bini.: Lakewood National to SR6.:l project within the  District  as  described  herein and  in  the attached  Composite Exhibit  A, which is incorporated herein by this reference (the ··serYices"): and

\\'HEREAS. Contractor represents that it is qualified. will mg and capable of proYiding the Sen'ICes and desires to do so in accordance with the terms of this Agreement: and

\VHERE.-\S, the District and Contractor warrant and agree that they ha,·e all right. power and authority to enter into and be bound by this Agreement.

ow, THEREFORE, in consideration of the recitals. agreements, and mutual cownants contained herein, and other good and Yaluable consideration. the receipt and sufficiency of\',foch are hereby acknowledged by the parties. the panies agree as follm\'s:

SECTI01'i I. RECITALS. The recitals so  stated  are  trne  and  correct  and  by  this reference are incorporated into and fom1 a material pan of this Agreement.

SECTIO:\ 2.	DESCRIPTIO\ OF WoRh'. Ar-;o SER\"JCES.

The duties, obhgations. and responsibilities of the Contractor are to proYide the services, labor and materials necessary for the installation of trees, including related site preparation, as described herein and in Composite Exhibit A.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement. for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, mies. ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means. manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures when carrying out the Sen·ices. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the
,vritten authorization of the District.

The Contractor shall report directly to the District's Designee who shall be Louis Lawman. Contractor acknowledges and agrees that the District has the right to request that Contractor's employees and/or subcontractors who do no! behave m a professional manner_ in the District's sole detem11nation, be remo\'ed from the Contractor's team(s) pro\'iding the Ser,ices to the District.

Contractor shall use all due cme to protect the property of the District. its residents and landowners from damage and shall follow and be responsible for the Sen·ices set fmth in Composite Exbibit A. Contractor agrees to repair any damage resulting from Contractor's acti,·ities and work within twenty-four (24) hours.

In the eYent that time 1s lost due to hea\:Y rains ("Rain Days"), the Contractor agrees to reschedule its employees and di,·ide their time accordingly to complete all scheduled ser\'ices during the time during the same ,veek as any Ram Days. The Contractor shall provide serYices on Saturdays if needed to make up Rain Days, but shall not pro\'ide sen ices on Sundays.

SECTIO'.\ J,	DATE OF Cm.JPLETIO:\

8. Contractor shall complete the installation sen·ices within Sixty (60) calendar days of the execution of this Agreement, provided hO\ve\'er that such completion date may be adjusted to address any delays caused by the District. Contractor shall be allowed additional days for adverse weather days. "Ad,·erse Weather" is defined as the occurrence of one or more of the following conditions within a t\venty four (24) hour day that pre\'ents constniction acti\'ity exposed to weather conditions or access to the site: (I) precipitation (rain, snmv. or ice) in excess of one-ha!f inch (0.50"') liquid measure ("standard baseline''_); or (2) sustained wind in excess of twenty-five (25)
m.p.h.	Contractor must document such Adverse Weather and notify the District promptly after its occurrence.

The Contractor and the District recognize that time is of the essence of this Agreement and that the District \viii suffer financial loss if the installation serYices are not completed within the times specified herein. The District and the Contractor also recognize the delays, expense, and difficulties involved in pro,·iding in a legal

2

proceeding and the actual loss suffered by the District  if  the installation  ser.-ices are  not completed on time. Accordingly, instead of requiring any such  proof  the  District and the Contractor agree that as liquidated damages  for delay (but  not  as a  penalty).  the Contractor shall pay the District Five Hundred Dollars (S500) for each day that expires after the time specified herein.  Contractor  must  coordinate  its  work  with others perfom1ing \vork for the District as the District directs. Contractor will ,vork overtime or extra shifts as necessary to meet the timeframes pro,·ided for herein.

SECTIQ;:,; 4.	CO.\IPE1'"SATIO:'\; TER.i\l

As compensation for completion of the Sen·ices described in this Agreement, the District agrees to pay the Contractor T"rn Hundred Sixteen Thousand. Four Hundred fiftv-Se\'en Dollars and Ei2:htv-Five Cents (S2 I6,457.85). Such amount includes all items, materials and labor necessary for the completion of the Services as itemized on the attached Exhibit B.

If the District should desire additional work or sen-ices not prO\·ided in Composite Exhibit A. the Contractor agrees to negotiate in  good  faith  to  undertake  such additional work or services. Upon successful negotiations, the parties shall agree in writing: to a ,vork order. addendum, addenda. or change order to this Agreement as set forth in more detail in Section 5.

The District may require. as a condition precedent to making any payment to the Contractor that all subcontractors. material men. suppliers or laborers be paid and require eYidence, in the fom1 of Lien Releases or pa1tial WaiYers of Lien. to be submitted to the District by those subcontractors, material men, suppliers or laborers. and further require that the Contractor pro\·1de an Affida,·it relating to the payment of said mdebtedness. Further, the District shall ha\"e the right to require. as a condition precedent to making any payment_ eYidence from the Contractor. in a form satisfactory to the District. that any indebtedness of the Contractor. as to ser,ices to the Distnct. has been paid and that the Contractor has met a!! of the obligations with regard to the withholding and payment of taxes. Social Security payments, Workers Compensation. Unemployment Compensation contributions. and similar payroll deductions from the wages of employees.

The Contractor shall maintain records confom1ing to usual accounting practices_ Further, the Contractor agrees to render an inrnice to the Dismct,  in  writing,  which shall be delivered or mailed to the District by the  fifth  (5th)  day  of  the  next succeeding month. These im·oices are due and payable within thirty  (30)  days  of receipt by the District. Each inrnice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTIOI\" 5. CH.--\l'"GE ORDERS. Contractor understands that the Services may be reduced. enlarged or otherwise modified in scope.  If  any  additional  SerYices  are  proposed bevond those identified in this Agreement,  Contractor  shall  perform  them  but  only  after receiving a WTitten change order from the District. Contractor shall not perform any service

3

omitted from the Agreement by deductive change order. Contractor shall cooperate with and assist the District in preparing and determining the scope of any change order. In the eYent the ser\-ice represents a unit price set forth in this Agreement, Contractor's compensation shall be adjusted for the added or deducted sen-ices proposed by the change order in accordance with the unit prices established in the Agreement. In the event the unit price for the additional sen·ices is not set forth in this Agreement, Contractor's compensation shall be adjusted for the assed or deducted services proposed by the change order as reasonably service determined by the Distnct in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit C.

SECTIO."i 6. WARR-\1'\TY Al\D COYE!'t,Al\T. The Contractor warrants to the District that all materials furnished under this Agreement shall be new, and that all serYices and materials shall be of good quality. free from faults and defects. The Contractor hereby wa1Tants any materials and Se1Tices for a period of one (I) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material proYided pursuant to Section 2. all plant material shall be guaranteed to be in a satisfactory grO\ving condition and to liYe for a period of one (I) year from planting except for annuals. which \viii be replaced seasonally. All plants that fail to surYi\"e under the guarantee shall be replaced as thev fail with the same type and size as originally specified. Contractor further warrants to the District those wmrnnties which Contractor othenvise warrants to others and the duration of such warranties is as provided by Florida la\v unless longer guarantees or warranties are prO\·ided for elsewhere in the Agreement (in which case the longer periods of time shall preYail) Contractor shall replace or repair warranted items to the Districfs satisfaction and in the District"s discretion. Neither final acceptance of the SerYices. nor monthly or final payment therefore. nor any pro\·is1on of the Agreement shall relieYe Contractor of responsibility for defective or deficient materiats or Sen·ices. If any of the SeTYices or materials are found to be defecti\·e. deficient or not in accordance wlth the Agreement. Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District

Contractor hereby coYenants to the District that it shall perform the Ser\·ices: (i) using its hest skill and judgment and in accordance with generally accepted professional standards and (ii) m compliance \Vith all applicable federaL state. county. murncipal. building and zoning, land use. em·ironmental. public safety. non-discrimination and disability accessibility la\\"S. codes, ordinances. rules and regulations. including. without limitation, all professional registration (both corporate and indiYidual) for all reqmred basic disciplines that it shall perform. Contractor hereby co,·enants to the District that any work product of the Contractor shall not call for the use nor infringe any patent, trademark. sen·ices mark_ copyright or other proprietary interest claimed or held by any person or business entity absent prior \\Titten consent from the District.

SECTIO!\  7.	J:",;SUR.\. ,"CE.
Contractor shall. at its own expense, maintain insurance during the performance of its SerYices under this Agreement. with limits of liability not less than the following:

Workers Compensation General Liability

statutory

4

Both(\· h?illl)' (including rnntrac:tua/J I'ropert.i· Damage {i11cl11ding contmct11a/J

Automobile Liability (if applicable)
Bodi i· h?iW:1' and Property Damage

$1.000,000/52.000,000
S  l,000,000/$2,000,000

51,000,000

Contractor shall proYide the District with a certificate naming the District. its officers, agents and employees as an additional insured prior to the commencement of the Services. No certificate shall he acceptable to the District unless it provides that any change or termination within the policy periods of the insurance co,·erages, as certified, shall not be effectiw within thirty (30) days of prior written notice to the Distnct. Insurance cowrage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall haw a Best's Insurance Reports rating ofat least A-VIL

If the Contractor fails to ha\"e secured and maintained the required insurance. the District has the right (without any obligation to do so, ho,veYer), to secure such required Insurance in which event the Contractor shall pay the cost for that required insurance and shall furnish. upon denrnnd. all information that may be required in connection with the District's obtaining the required insurance.

SECTIOJ\ 8.  J DEPE;\.DE1\T COt\TR..\CTOR.  It is understood and agreed that at  all times the relationship of Contractor and its employees. agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship ofan independent contractor and not that of an employee, agent. joint Yenturer or partner of the DistncL Nothing in this Agreement shall be interprded or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees. agents. subcontractors or anyone directly or indirectly employed by Contractor. The pa11ies acknowledge that Contrnctor is not an employee for state or federal tax purposes_ Contractor shall !me and pay all of Contractor's employees. agents. subcontractors or anyone directly or indirectly employed by Contractor. all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supen·ision. direction and control.

In particular. District will not i) Withhold FICA (Social Security) from Contractor's payments; ii) Make state or federal unemployment  insurance  contributions  on  Contractor's  behalf; iii) Withhold state or federal income tax from payment to Contractor: iv) fake disability msurance contributions on behalf of Contractor:  or  \") Obtain  workers'  compensation  msurance on behalf of Contractor. Moreo,·er, Contractor shall pw\.'ide the District  with a completed  IRS W-9 fom1 prior to the commencement of the Sen·[ces.

SECTIO/'\   9.	Co.\lPLL-L\CE    WITH    LAWS,   ORDii'\"..\1\CES  A'.\'D   REGULATJO'.\'S.	In
performing its obligations under this Agreement, Contractor and each of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordinances. mies. regulations. and orders of any public or governmental authority haYing appropriate jurisdiction, including all laws, regulations and mies relating to immigration and/or the status of foreign workers. Contractor shall initiate. maintain, and supervise  all  safety  precautions  and   progrnms   in  connection   with  its  obligations  herein.
5

Contractor shall ensure that all of Contractor's employees, agents. subcontractors or anyone directly or indirectly employed by Contractor obse1,;e Contractor's mies and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall pro\"ide al! reasonable protection to preYent damage, injury or loss to all of its employees, agents and subcontractors performmg its obligations herein and other persons who may be affected, and any material. equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor, or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees. agents, subcontractors or anyone directly or mdirectly employed by Contractor's failme to comply with the proYisions contained herein.

SECTIO:\  IO.	DEF..\.l'LT Al\D PROTECTIO'.\ A.G.\.11\ST THIRD PARTY fi'ffERFEREXCE. A
default by either party under this  Agreement  shall  entitle  the other to all  remedies a\"ailablc at  law or in equity, which may include, but not be limited to. the right of actual damages  and/or specific perfonnance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third  party.  Nothing  contained  in this  Agreement  shall  limit  or impair the District's right to protect its rights from interference by a third party  to  this Agreement.

SECTIO:\  11.    EJ\FORCE\IE.\T  OF  AGREE:\IEi\T.     In  the e,·ent  that  either  party  IS  required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prerniling party shall be entitled to recoYer from the other all fees and costs incurred. including reasonable mtorney·s fees and costs for trial, alternative dispute resolution. or  appellate proceedings.

SECTIOI\  12.  A  IE\"D\IE'.\"TS.   Amendments  to  and  \vai,·ers  of  the  pro\'isions  contained in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SEcno:...: 13. AlTHDRIZ..\.TIO\:. The execution of this Agreement  has  been  duly authorized by the appropriate body or official of the District and the Contractor. both the District and the Contractor ha\"e complied with all the requirements of law, and both the District and the Contractor haw full power and authority to comply with the terms and prm isions of this instrument.

6

SECTlOl\ 14. NOTICES. All notices, requests, consents and other communications under this Agreement ("'Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid. or overnight delivery ser,ice. to the parties. as follows:

lfto Contractor:

H to District:

With a copy to:

SMR Farms, LLC 14400 Covenant Way
Lakewood Ranch, Florida 34102 Attn: Gary Bradshaw

Lakewood Ranch Stewardship District 12051 Corporate Boulevard
Orlando, Florida 32817 Attn: District J\.1anager

Hopping Green & Sams, P.A.
119 South Monroe Street Suite JOO
Post Office Box 6526 Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

Except as othern'ise proYided in this Agreement_ any Notice shall  be deemed  recei\·ed on!y upon actual deli\·ery at the address set forth abo\"e_ Notices de!1Yered after 5:00 p.m. {at the place of delivery) or on a non-business day. shall be deemed  recei\'ed  on 1he  next  business day.  If any time for gi,·ing Notice contained in this Agreement \vou!d otherwise expire on a non­ business day. the Notice period shall be extended to the next succeeding business day.
Saturdays. Sundays, and legal holidays recognized by the United States goYernment shall not be regarded as business days. Counsel for the District and counsel for the Contractor may deliwr Notice on behalf of the District and the Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by proYiding: the same on fi,·e (5) days written notice to the parties and addressees set forth herein.

SECTIO:\' 15. AR\l'S LEl\'GTH TR.\:\S.-\CTIO:"'i. This  Agreement  has  been  negotiated fully between the District and the Contractor as an arm's length transaction. Both parties participated fully in the preparation of this Agreement and receiYed the ach-ice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement. both panles are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against either the District or the Contractor.

SECTIOl\ 16. THIRD PARTY  BEi\'EFICI.-\RIES.  This Agreement  is solely  for the  benefit  of the District and  the Contractor  and  no right or cause of action shall accrne upon or  by reason.  to or for the benefit of any third party not a fom1al party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be constmed to confer upon any person or corporation other than the District and the Contractor any right. remedy. or daim under  or  by reason of this Agreement or any of the provisions or conditions of this Agreement: and all of the provisions. representations. covenants, and conditions contained in this Agreement shall inure to

7

the sole benefit of and shall be binding upon the Distnct and the Contractor and their respective representatives, successors, and assigns.

SECTIOI\ 17. ASSIG"'i,IEl\'T. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written approYal of the other.

SECTIQ:,,; 18. APPLICABLE LAW .--\1'"D \'E UE. This Agreement and the provisions contained herein shall be constrned. interpreted and controlled according to the la\VS of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County. Florida.

SECTIOI\ 19,	]"l\DE.\IMFlCATIO:'\",

Contractor. its employees, agents and subcontractors shall defend, ho!d harmless and indemnify the District and its supe1Yisors, officers. staff: employees. representatives and agents against any claims. damages. liabilities. losses and costs. including, but not limited to, reasonable attorneys' fees. to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the SerYices performed hereunder up to the
amount of One Million Dollars (S 1,000,000.00). By executing this Agreement. Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shaH include  the  payment  of  all  settlements, judgments. danrnges. liquidated damages. penalties. forfeitures.  back  pay  awards. comt costs. arbitration andior mediation costs. litigation expenses. attorney fees. paralegal fees and expert witness fees ( incurred  in cou11. out of court. on c1ppeal.  or in bankrnptcy proceedings) as ordered.

SECTIO\ 20. LI.\IITATIO:'1-S O'.11 GOYERl\\lE;\T.--\L LL\.BILlT\".  Nothing  in  this Agreement shall be deemed as a waiYer of immunity or limits of liability of the District beyond any statutory limited \Vcli\·er of immunity or limits of liability which may ha\·e been adopted by the Florida Legislature in Section 768.28. Florida Swtutes, or other statute. and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allO\ving any claim
\vhich would othern•ise be barred under the Doctrine of Sovereign [mrnunity or by operation  of law.

SECTIO 21.  EFFECTIYE  DATE.  This Agreement shall  be effective upon  the execution of the Agreement by each of the parties hereto and shall remain in effect until the completion of the Services, unless tem1inated earlier in accordance \Vith the terms of this Agreement.

SECTIOr<; 22. TER..\111'".--\TIOi\", The District agrees that the Contractor may tem1inate this Agreement for cause by providing thirty (30) days written notice of termination to the District: provided, however. that the District shall be provided a reasonc1ble  opportunity  to  cure  any failure under this Agreement. The Contractor agrees that the District may terminate this

8

Agreement immediately for cause by providing written notice of tennination to the Contractor. The District shall proYide thirty (30) days written notice oftem1ination without cause. Upon any tem1ination of this Agreement. the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement, subject to whatewr claims or off sets the District may haYe against the Contractor as the sole means of recovery for termination.

SECTIO\ 23. OWl\"ERSHIP OF Doct:.\JE1'"TS. All rights in and title to all plans, dra\vings. specifications. ideas. concepts, designs. sketches. models, programs. software. creation, inwntions. reports. or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remam the sole and ex.elusive property of the District when deYeloped and shall be considered work for hire.

SECTIOl"l-24.   Pl"BLIC  RECORDS.    Contractor  understands  and  agrees  that  all  documents of any kind proYided to the District in connection with this  Agreement  may  be public  records. and. accordingly, Contractor agrees to comply with all applicable proYisions of Florida law in handling such records. including but not limi1ed  to  Section  119.0701.  Florida  Statutes.  Contractor acknowledges that the designated public records custodian for the Distnct is Jane Gaarlandt ("Public Records Custodian'"). Among other  requirements and  to the extent  applicable by law. the Contractor sha!l l) keep and maintain public  records  required  by  the  District  to perform the service: 2) upon request by the Public Records Custodian.  proYide  the  District  with the requested public records or allow the records to be inspected  or copied  within  a  reasonable time period at a cost that does not exceed the cost pro\'ided in Chapter 119, Florida ,\·wrutes: 3) ensure that public records which are exempt or confidential. and exempt from public records disclosure requirements. are not disclosed except as authorized by law for the duration of  the contract term and follO\ving the contract term  if the Contractor  does  not transfer  the  records  to the Public Records Custodian of the District: and  4)  upon completion  of the contract. transfer to  the District. at no cost. all public records m Contractor·s possession or,  alternat1,·e!y.  keep. maintain and meet all applicable requirements for retaining public  records  pursuant  to  Florida la\vs. When such public  records  are transferred  by the Contractor.  the Contractor  shall  destroy rmy duplicate public records that are exempt or confidential and exempt from public records disclosure requlfements. All records stored electronically must be provided to the District 111 a format that is compatible 1v1th ·licrosoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QllESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CO!\'TRACTOR'S DllTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CllSTODIAN OF PllBLIC RECORDS AT (407) 382-3256, JANEG(a',FISHKIND.COM, OR AT 12051 CORPORATE BOllLEVARD, ORLANDO, FLORIDA 32817.

SECTIO'.\" 2:5. SEYERABILin·. The in\'alidity or unenforceability of any one or more proYisions of this Agreement shall not affect the Yalidity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

9

SECTI0\\" 26. HEADl\\"GS FOR Cor,;\-"ENJEJ',;CE Oi'iLY. The descriptive headings in this Agreement are for convenience only and shall  not control  nor affect  the  meaning  or constmction of any of the provisions of this Agreement.

SECTI0:\  27.	E!\TIRE   AGREL\lEL".T.	This instmment shall constitute the final and complete expression of the agreement between the parties relating to the subject matter of this Agreement.

[Signatures on Next Page]

10

I	\\H :ESS WHEREOF, the parties hereto haYe executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairman,Vice Chainnan. Board of Supen·isors

Witness:	SMR Farms LLC	

By:

Signature of \Vitness

Print Name

Print Name:
---------------

Title:     	

Composite Exhibit A: Exhibit B:
Exhibit C:

John Moody Landscape Plan Agreement Unit Pricing Detail Form of Change Order

11

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@Farms
Ctittlc •  1iirf  •  T rrcs. •	11dscapc  •  Citrns
Customer: Lakewood Ranch Stewardship Disl11cl
Project: Bournes1de Blvd North Phase 2. Lakewood Nalronal 10 SR64 Landsc:ape Constructton
Submittal Date: 6.12712019

Agreement Seo ,e :
QTY.	KEY	COMMON NAME	BOTANICAL NAME	SIZE/SPECS	Unit Price	Extension	
TREES						
39	MG	Soulhern Maanolia	M.aanol1a orandofior a ·DD BIanchard"	65Gal 12-14' Ht x 6-7' Sor , 3" Cal.. Std	full	s	610 00	s	23 790 00	
60	PE	Slash Pone	Pinus elbotu	30 Gal. 8-10' HI. 5'Sor .. 2-112" Cal Min	$	275 00	$	16 SOD.DO	
3	PS	Svlves!er Date Palm	Phoer11x s\'1v esins	10-12' C T Match,n!'.l	s	1.370 00	$	4 11000	
75	av	L,ve Oak	Quercus vir!'.l•niana	field Grown 14-16' HI. 8-10' Spr . 6-8'" Cal	s	1.125.00	$	84 37500	
20	SP	Saba l Palm	Sabal oalmetto	12' C T Hurricane Cut	s	47500	s	9.500 00	
					Sub-Total	$138,276 .00	
SHRUBS/GROUND COVERS					
1660	MUC	Muhlv Gra,;;.	Muhlenbero1s cap1llarIs	1CJal.18"OA	s	5 00	s	a 300 oo	
400	SRC	Sliver Saw Palmetto	Serenoa rep.ens 'Cinerea '	3 aal. 16-18' HI . lull	s	20 00	s	6,000 00	
225	TD	Fakahatcilee Grass	Tnpsacum dac ty101d es	3 oal. 30" OA	s	10 00	$	2,250 00	
85	ZP	Coont1e Palm	Zam,a oum1la	3oal 18-20" Ht	s	20 0□	$	1,700 00	
					Sub-Total	$	20,250 .00	
SOD AND MULCH					
246	P,n e Barl< Mulch	CY	27.104 SF Bed Area	s	46 00	s	11 316 0 0	
2 21.985	Bahia	SF	medians aod curb-lo-s,dewall<	s	021	$	46 616 85	
					Sub-Total	s	57,932.85	
	
LANDSCAPE TOTAL	$ 216,457.85	

Submll'ted By:

Dale Crosby SMR Farms

EXHIBIT C

CHANGE ORDER
No.: 		_
Project: 				_ Date of Issuance: 	_	Effective Date: 		_

Owner:------------------
Owner's Contract No.: 	
Contractor:-----------------	Engineer: 	_
You are requested to make the following changes in the Contract Documents. Description:
Reason for Change Order:

Attachments: (Li,1 documc'nh ,uppl,1tmg chang<'-'l

Change in Contract Price
! ln 11wl C<>nlr:KI Pmcs,
,, 	_

Change in Contract Times
( Jrigimil C,u11rn..:1 Tune,

Suh,(;mtial Cl1111pldic•ll" 	_
Rea,1 ti,r Fmal l'a_nnc111: 	_
J,,:,, "' J,ne,

l\c-t .:hcing-:, fr,,m pr-:, iou, L"h nge (lrJe1, l\u Tu t\u _
.;;, 	

J.1;,

C<1nhm:t l'n..:,: prmr l'1 lhh Clwng.: ( lnk1

'-------------------

Subq;intial C,,mple11un· 	_ Ri:ady for Fin;1I P:i mcnl: 		_
,J,1', Ul J,,ce,

ellm:rea,c (decr,;,a,,:) ,,f 1h1, Ch,mge <Jrder
'-------------------

1'.et lm:rc, □ c (Je,:n;a,c) "f tlu, Chang<: Ord<:r

,. 	_

C1in!r;1ct f'nce \\ uh ail apprn\'cd Change ( !n.krs

Contract Timt', \\1lh all appro\'.:d Chang" UrJ.-r,

uh,ta111rnl Ct>mpkti<>n. 	_
Rt' dy for hnal Pa m.:m. 	- ----
ct.,,·, nrJ,l!<,

Recommemled:
Ry: 	_
L"u" La,.,u.111 l'r"jccl \l.m.,g.:,
Datt'. 	_

Approi·ed:

B_r·	­
owner , Aulh<'n,ed S1 '11ature 1
D,1te: 	_

Accepted.-

By·------    ------
c"n1r.1e,,•, rAuth<'ruaJ S1gi,.m,u1

Dute•: 	

-- -L	-	-	- .

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Post Blvd. from 59th Av. To Rangeland Pkwy.
Project

AGREEMENT BETWEEN LAKE\VOOD RANCH STEWARDSHIP DISTRICT  AND SMR FARMS, LLC FOR LANDSCAPE INSTALLTION SERVICES AND MATERIALS
(POST BLVD. FROM 59rn AV. TO RANGELAND PKWY.PROJECT)

THIS AGREDIEI\T (the "Agreement") is made and entered into this 12n, day of July.
2019, by and  between:

Lakewood Ranch Stewardship District, a local unit of special-purpose government located in Sarasota and Manatee Counties. Florida, and whose mailing address is 12051 Corporate Boulevard. Orlando, Florida 32817 (the '"District"): and

SMR Farms, LLC a Florida limited liability company. whose address is !4-1-00 CoYenant Way, Lakewood Ranch. Florida 34202 (the '·Contractor'").

RECITALS

\VHEREAS, the District was established pursuant to Chapter 2005-338.  Lairs  uf' Florida. as amended. for the purpose of planning, financing. constmcting. operating and/or maintaining certain infrastrncture improwrnents. including but not limited to, landscaping and 1rngation improvements: and

WHEREAS, the District desires to retain an Independent contractor to pro\"ide landscape installation ser,;ices and materials relati,·e to its Post Bini. from 59in Av. to Rangeland Pkwy. proJect within the  District  as described  herem  and  in the attached  Composite  Exhibit  A, which is incorporated herein by this reference (the "Sen·ices"): and

WHEREAS, Contractor represents that it is qualified, willing and capable of pro\·iding the Sen·ices and desires to do so in accordance with the terms of this Agreement: and

WHEREAS, the District and Contractor warrant and agree that they have all right  power and authority to enter into and be bound by this Agreement.

NO\\', THEREFORE, 111 consideration of the recitals, agreements, and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties. the parties a}:-rree as follows:

SECTIOi\ 1. RECITALS. The recitals so stated  are  true  and  correct  and  by  this reference are mcorporated into and fonn a material part of this Agreement.

SECTIO1' 2.	DESC'RIPTIOI'\ OF WORK Al\D SERVICES.

The duties, obligations. and responsibilities of the Contractor are to pro\"ide the services. labor and materials necessary for the installation of trees, including related site preparation, as described herein and in Composite Exhibit A.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement for those purposes described in this Agreement, and Contractor hereby agrees to comply \vith all applicable laws, rules, ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means, manner and methods by which its duties. obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use industry best practices and procedures \vhen carrying out the Services. Any additional compensation for additional duties shall be paid only as negotiated between the parties and upon the written authorization of the District.

The Contractor shall report directly to the District's Designee who shall be Louis La\vman. Contractor acknmvledges and agrees that  the  District  has  the  right  to request that Contractor's employees and/or subcontractors who do not behave in a professional manner. in the District's sole determination. be remowd from the Contractor's team(s) providmg the Services to the District.

Contractor shall use all due care to protect the  property  of  the  District,  its residents and landowners from damage and sha!l follow and be responsible for the Services set forth in Composite Exhibit A. Contractor agrees to repair any damage resulting from Contractor's actiYities and work within twenty-four (24) hours.

In the e\'ent that rime is lost due to hea\·y rains ("Rain Days··). the Contractor agrees to reschedule its employees and di\'ide their time accordingly to complete all scheduled services during the time during the same \\"eek as any Rain Days. The Contractor shall provide sen·ices on Saturdays if needed to make up Rain Days. but shall not pro\ ide sen·ices on Sundays.

SECTIO,'I," J.	DATE OF CO.\IPLETIO:--.

Contractor shall complete the installation  sen·ices  within Sixty (30) calendar  days of the execution of this Agreement. proYicled howewr that such completion date may be acijusted to address any delays caused by the District. Contractor shall be allowed additional days for ad\'erse weather days. "'Ad\'erse Weather" is defined as the occurrence of one or more of the follow mg conditions within a twenty-four (24) hour day that prevents constrnction acti\'ity exposed to weather conditions or access to  the site: (I) precipitation (rain. snow, or ice) in excess of one-half inch (0.50"') liquid measure ("standard baseline'"): or (2) sustained \Vtnd 111 excess of twentv-fin (25)
m.p.h.	Contractor must document such Adverse Weather and notify the District promptly after its occurrence.

The Contractor and the District recognize that time is of the essence of this Agreement and that the District will suffer financial loss if the installation sen ices are not completed within the times specified herein. The District and the Contractor also recognize the delays. expense. and difficulties invoh·ed in providing in a legal

2

proceeding and the actual loss suffered by the District if the installation services are not completed on time. Accordingly, instead of requiring any such proof, the District and the Contractor agree that as liquidated damages for delay (but not as a penalty). the Contractor shall pay the District Five Hundred Dollars ($500) for each day that expires after the time specified herein. Contractor must coordinate its work with others perfonning work for the District as the District directs. Contractor will work owrtime or extra shifts as necessary to meet the timeframes provided for herein.

SECTION 4.	COMPE:'\SATIOI'i; TER..,\I

As compensation for completion of the Sernces described in this Agreement, the District agrees to pay the Contractor Fifty-Eight Thousand. Four Hundred Fifty-Two Dollars and Fiftv Cents (S58,452.50). Such amount includes all items. materials and labor necessary for the completion of the Sen·ices as itemized on the attached Exhibit B.

If the District should desire additional work or serYices not provided in Composite Exhibit A. the Contractor agrees to negotiate in good faith to undertake such additional work or sen-ices. Upon successful negotiations. the parties shall agree in
,vriting to a work order, addendum, addenda. or change order to this Agreement as set forth in more detail 111 Section 5.

The District may reqrnre, as a condition precedent to making any payment to the Contractor that all subcontractors. material men. suppliers or laborers be paid  and require evidence. in the fonn of Lien Releases or partial Waivers of Lien, to be  submitted to the District by those subcontractors. material men, suppliers or  laborers, and further require that the Contractor pro,·ide an Affida,·it relating to the payment of said indebtedness. Fu1ther. the District shall haw the right to require. as a condition precedent to making any payment. evidence from  the  Contractor.  in  a  form satisfactory to the District. that any indebtedness  of  the Contractor.  as to  sen·ices  to the District. has been paid and that the Contractor has met all of the obligations with regard to the \.Yithholding and payment of taxes, Social Security payments. Workers Compensation. Unemployment Compensation contributions, and similar payroll deductions from the wages of employees_

The Contractor sha\! maintain records conforming to usual accounting  practices. Further. the Contractor agrees to render an in\'oice to the District,  in  writing,  which shall be delivered or mailed to the District by the fifth  (5th)  day  of  the  next succeeding month. These invoices are due and payable \.Yithin thirty (30) days  of receipt by the District. Each invoice shall include such supporting information as the District may reasonably require the Contractor to provide_

SECTIO:\ 5. CI-l-\1'\"GE ORDERS.  Contractor  understands  that  the  Ser'l"ices  may  be reduced, enlarged or othenvise modified in scope.  If  any  additional  Sef\·ices  are  proposed beyond those identified in this Agreement, Contractor  shall  perform  them  but  only  after recei\'ing a written change order from the District Contractor shall not perform any sef\·ice

3

omitted from the Agreement by deductive change order. Contractor shat! cooperate with and assist the District in preparing and detennining the scope of any change order. In the ewnt the service represents a unit price set forth in this Agreement. Contractor's compensation shall be adjusted for the added or deducted services proposed by the change order in accordance with the unit prices established in the Agreement. In the event the unit price for the additional services is
not  set  forth  in  this  Agreement,  Contractor's  compensation  shall  be  adjusted  for  the  assed or
deducted services proposed by the change order as reasonably service determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit C.

SECTIO:'\ 6. \\'ARR..\!'ffY Al\"D COYEl'-iAt'\T, The Contractor warrants to the  District  that all materials furnished under this Agreement shall be new. and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Sen·ices for a period of one (I) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2, all plant material shall be guaranteed to be in a satisfactory growing condition and to li,·e for a period of one (I) year from planting except for annuals. which will be replaced seasonally. All plants that fail to sun·ive under the guarantee shall be replaced as they fail with the same type and size as originallv specified_ Contractor further warrants to the District those warranties which Contractor othenvise warrants to others and the duration of such warranties is as proYided by Florida law unless longer guarantees or warranties are proYided for elsewhere in the Agreement (m which case the longer periods of time shall preYall). Contractor shall replace or repair warranted items to the District's satisfaction and in the District's discretion. Neither final acceptance of the Sen·ices, nor monthly or final payment therefore, nor any pro\·1s1on of the Agreement shall relieve Contractor of responsibility for defecti\'e or deficient matenals or Sen·ices. ff any of the Services or materials are found to be defecti\·e, deficient or not in accordance with the Agreement_ Contractor shall correct remove and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District.

Contractor hereby covenants to the Distnct that it shall perfonn the Sen·1ces: (i) using its best skill and judgment and in accordance with  generally accepted  professional standards  and (ii) In compliance with all applicable federal, state. county. numicipal, building and zoning, land use, em·ironmentaL public safety. non-discnmmation and disability accessibility la\\'S, codes. ordinances, rules and regulations. including. without limitation, all professional registration (both corporate and individual) for all required basic disciplines  that  it  shall  perform.  Contractor hereby covenants to the District that any work product of the Contractor shall  not cal! for the use nor infringe any patent. trademark. sen·ices mark. copyright  or other  proprietary  interest claimed or held by any person or business entity absent prior written consent from the District.

SECTIOI"i 7.	11\"SUR...\l'\CE.
Contractor shall. at its own expense,  maintain  insurance  during  the  performance of its Services under this Agreement. with limits of liability not less than the following:

Workers Compensation General Liability

statutory

4

Bodily b1i111:1· (including co111ract11a/J Property Damage (including cvntract11a/)

Automobile Liability (if applicable)
Bodi(r /11jm:r and Pmpeny Damage

S l,000,000.'S2,000,000
$1,000,000!$2,000,000

$1,000,000

Contractor shall provide the District with a certificate naming the District, its officers, agents and employees as an additional insured prior to the commencement of the Sen·ices. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior w1itten notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best's Insurance Repo11s rating ofat least A-VIL

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

SECTI0I\  8.  ll\DEPEI\DEl'H C0:'\TRACT0R.   It is understood  and agreed  that at all  times the relationship of Contractor and its employees. agents, subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship ofan independent contractor and not that of an employee. agent. joint venturer or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees, agents. subcontractors or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor's employees, agents, subcontractors or anyone directly or indirectly employee! by Contractor. all of whom shall be employees of Contractor and not employees of District and at all times entirely under Contractor's supervision, direction and control.

In particular, District will not: i) Withhold FICA (Social Security) from Contractor's payments; ii) t\Iake state or federal unemployment insurance contributions on Contractor's behalf: iii) Withhold state or federal income tax from payment to Contractor: iv) Make disability insurance contributions on behalf of Contractor: or \") Obtain workers· compensation insurance on behalf of Contractor. Moreover. Contractor shall provide the District with a completed IRS W-9 fonn prior to the commencement of the Services.

:CTI0'.\"  9.	Co,rPU..\r",CE    WITH     L.\  WS,    ORDil\.-\I\"CES  ..\i\'D    REGl'L.-\.TI0l\S.	In
performing its obligations under this Agreement, Contractor and each of its employees. agents, subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws, ordmances, mies, regulations, and orders of any public or gowmmental authority having appropriate jurisdiction. including all laws, regulations and rn!es relating to immigration andlor the status of foreign workers. Contractor shall initiate, maintain, and super,·ise all safety precautions and programs in connection \Vith its obligations herein.
5

Contractor shall ensure that all of Contractor's employees, agents, subcontractors or anyone directly or indirectly employed by Contractor obsen·e Contractor's mies and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall prm:ide all reasonabte protection to pre\'ent damage, injury or loss to all of its employees, agents and subcontractors perfom1ing its obligations herein and other persons v,;ho may be affected, and any material. equipment and other prope1ty. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor. its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor. or by anyone for \vhose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents, subcontractors or anyone directly or indirectly employed by Contractor's failure to comply with the proYisions contained herein.

SECTIO.\ 10,	DEFAULT A1'D PROTECTIOl"i AGAl/l<ST THIRD PARTY li\TERFERE1'CE. A
default by either party under this Agreement shall entitle the other to a!I remedies arnilable at law or in equity, which may include, but not be limited to. the right of actual damages andlor specific perfonnance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District's right to protect its rights from interference by a tlmd party to this Agreement.

SECTIO,\" I I. E!\:FORCE:\JEi"iT OF AGREE.\IE:'-iT. In the e,·ent that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the preYailing party shall be entitled to recoYer from the other all fees and costs incurred. including reasonable attomey"s fees and costs for trisl. alternative dispute resolution.  or  appellate proceedings.

SECTIOl\ 12. A:\IE.\D:\IE.\"TS. Amendments  to and \\-ai\·ers of the pro,·isions contained m this Agreement may be made only by an mstrnment in writing which is executed by both the District and the Contractor.

SECTIOJ\ 13. AlTHORIZA.TIO.\". The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor,  both the District and the Contractor have complied with all the requirements of la\v, and both the District and the Contractor ha\"e fu!l power and authority to comply with the terms and pro\'isions of this instrument.

6

SECTIOl\ 14. NOTICES. All notices, requests, consents and other communications under this Agreement ("Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties. as follo\vs:

If to Contractor:

[rto District:

\Vith a cop)· to:

SMR Fam1s, LLC
14400 Cownant Way
Lakewood Ranch. Florida 34202 Attn: Ga1y Bradshaw

Lakewood Ranch Stewardship District 12051 Corporate BouleYard
Orlando, Florida 328] 7
Attn: District Manager

Hopping Green & Sams, P.A.
l 19 South Monroe Street Suite 300 Post Office Box 6526
Tallahassee, Florida 32314 Attn: Jonathan T. Johnson

Except as othem'ise pro,·ided in this Agreement, any  Notice shall  be deemed  receiYed only upon actual cleliYery at the address set forth abo\"e. Notices deliYered after 5:00 p.m. (at the place of delivery) or on a non-business  day. shall  be deemed  receiwd  on the next  business  day.  If any time for gi,·ing Notice contained in this Agreement wou!d other-.vise expire on a non­ business day. the Notice period shall be  extended  to  the  next  succeeding  business  day. Saturdays. Sundays, and legal holidays recognized by the Umted States goYemment shall not be regarded as business days Counsel for the District and counsel for the  Contractor  may deliwr Notice on behalf of the District and the Contractor.  Any party or other person  to whom  Notices  are to be s nt or copied may notify the other parties and addressees of any change in name  or address to ,vhich Notices shsll be sent by pro,·iding  the same  on  five (5) days  written  notice to the parties and addressees set forth herein.

SECTIO 15. AR.._1•s LE:\GTH  TRA!'iSACTIO!'i.  This  Agreement  bas  been  negotiated  fully bet\veen the District and the Contractor as an arm's length transaction. Both pai1les participated fully in the preparation of this Agreement and receiYed the ad\"ice of counsel. In the case of a dispute concerning the interpretation of any  provision of  this Agreement.  both  panies  are deemed to haw drarred, chosen, and  select d  the  language,  and  the doubtful  language  will not b interpreted or construed against either the District or the Contractor.

SECTIO 16. THIRD PARTY  BE'.\EFlCIARIES.  This A_greement  Is solely  for the  benefit of the District and the Contractor and no nght or cause of action shall accme upon or by reason. to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Ag:reement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement: and all of the pro\"isions, representations. covenants, and conditions contained in this Agreement shall inure to

7

the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTIOi\ 17. AssIGi\:\fENT. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the  prior  written  approval  of the other.

S£CTIO...,; 18. APPLICABLE LAW Ai\D VE1'"UE. This Agreement and the pro\'isions contained herein shall be construed, interpreted  and  controlled  according  to the laws of the State of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTIOi\ 19. [1\DE.\f:,,.;IFJC.UIO:\.

Contractor, its employees. agents and subcontrnctors sha!I defend. hold harmless and indemnify the District and its superYisors, officers, staff, employees. representati\'es and agents against any claims. damages. liabilities. losses and costs. including. but not limited to. reasonable attorneys' fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars (S 1.000.000.00). By executing this Agreement. Contractor agrees such indemnification amount bears a reasonahle commercial relationship to the Agreement.

Obligations under this section shall Include the  payment  of  all  settlements. judgments, damages, liquidated damages, penalties, forfeitures,  back  pay  awards. court costs. arbitration and/or mediation costs. litigation e:,,;penses. attorney fees. paralegal fees and expert witness  fees ( incuned  m cmu"t. out of court. on  appeal. or 111 bankruptcy proceedings) as ordered.

SECTIO;\ 20.	LI.\IITATIO;\'S  0\	Go\"ER\:\IE:\T.-\.L LIABILITY,

Nothing	in	this

Agreement shall be deemed as a wai\·er of immunity or limits of liability of the District  beyond  any statutory limited waiver of immunity or limits of liability ,vhich  may ha\"e  been adopted  by the F!onda Legislature in Section 768.28. Florida Statllfes. or other statute. and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claun
\vhicb would otherwise be barred under the Doctrine of Sm·ereign Immunity or by operation of  law.

SECTIO'.\ 21. EFFECTIYE  DATE.  This A_greement shall  be effective  upon the execution of the Agreement by each of the parties hereto and shall remain  in effect  until the completion  of the Ser\'ices, unless terminated earlier in accordance with the tenns of this Agreement.

SECTIOI\ 22. TER.\11:\.UIO:,,;. The District agrees that the Contractor may terminate this Agreement for cause by proYiding thirty (30) days written notice of te1mination to the District; provided. however, that the District shall be proYided a  reasonable  opportunity  to  cure  any failure under this Agreement. The Contractor agrees that the District may terminate this

8

Agreement immedic1tely for rnuse by providing written notice of tem1ination to the Contractor. The District shaU proYide thirty (30) days written notice oftennination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all Services rendered up until the effective termination of this Agreement subject to v.'hatever claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTIOI\" 23. Qwr.;ERSHIP OF DOCL'MEl'ffS. All rights in and title to all plans, drawings, specifications, ideas, concepts, designs, sketches, models, programs, software, creation, im·entions, reports, or other tangible work product originally dewloped by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when dewloped and shall be considered work for hire.

SECTIO:\ 24.  PUBLIC RECORDS.  Contractor  understands  and  agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply \vith all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Sw1111es. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt ("Public Records Custodian"). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service: 2) upon request by the Public Records Custodian. proYide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter I 19. Floridu Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District: and 4) upon complet10n of the contract transfer to the District. at no cost, all public records in Contractor's possession or, alternatively. keep. mainta111 and meet all applicable requirements for retaming public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any  duplicate  pubI ic  records  that  are  exempt  or  confidential  and  exempt  from  public  records disclosure requirements. All records stored electronically must be pro\'ided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CO:'iTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO  PROVIDE  PUBLIC  RECORDS  RELATING TO THIS CO:\'TRACT, CONTACT THE CUSTODIAN OF  PUBLIC RECORDS AT (407) 382-3256, JANEG(ti'FISHKIND.COJ\1, OR AT 12051 CORPORATE BOU LEVARD, ORLANDO, FLORIDA 32817.

SECTIOI\ 25. SE\'ERABILITY. The inYalidity or unenforceability of any one or more prm:isions of this Agreement shall not affect the validity or enforceability of the remaining ponions of this Agreement. or any part of this Agreement not held to be invalid or unenforceable.

9

SECTIO:r,,: 26. HEADli'\GS FOR COr-;\·E\IEl'iCE O!'iLY. The descriptive headings in this Agreement are for con\'enience only and shall not control nor affect the meaning or constrnction of any of the provisions of this Agreement.

SECTIO;\: 27. Er-;nRE AGREE\fEr-;-r, This instmment shall constitute the final and complete expression of the agreement behveen the parties relating to the subject matter of this Agreement.

[Signatures on Next  Page]

10

11" \HTI\"£S5 WHEREOF, the parties hereto have executed this Agreement as of the day and year first written aboYe.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chairrnan,Vice Chairman. Board of SuperYisors

Witness:	SMR  Farms LLC	

Signature of Witness

By:
---------------

Print Name

Prmt Name:.  		                                                               Title:	 	  	

Composite Exhibit A: Exhibit B:
Exhibit C:

John Moody Landscape Plan Agreement Unit Pricing Detail Form of Change Order

11

CO IPOSITE  EXHIBIT A

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EXHIBIT B

 	@F:arn1s	
Cattle • Tw f • Trees • I rm<l srnpe • Citr m
Customer ; Lake'MXld Ranch Stewardship District Project; Post Blvd
Submittal Oate: 612712019

Agreement sco :,e:
QTY.	KEY	COMMON	NAME	BOTANICAL NAME	SJZE/SPECS	Unit Price	Extension	
TREES						
14	MG	Southern MaonolFa	Maanol,a orand1flo<a • DD Blanchard"	65 Gal 12-14' HI< 6-7' Sor.. 3" Cal. Sld. lull	$	610.00	s	, 8 540.00	
9	av	Lave Oak	Ouercus w11rnrana	F,eld Grown. 14-16" Ht. 8-1 O' Spr . 6-8" Cal	s	1.12500	$	10,125 00	
20	SP	Sabal Palm	Sabal oalmetto	12' CT. Humcane Cut	s	475.00	$	9,500 00	
					Sub-Total	s	28,165.00	
SHRUBS/GROUND COVERS					
ao	TD	Fakahalchee Grass	TriosacumdaclvJoides	Joal. 20"OA	s	1000	s	800.00	
302	JP	Parson's Jurnoer	Jurnoerus ch1nens1s 'ParsD/111·	3oal 10" OA	$	1000	s	3.020 00	
					Sub-fota1	s	J,820.00	
SOD ANO MULCH					
42 P,ne Bark Mulch	CY	4608	s	46 00	$	1 932.00	
49.071 Zoys1,3		SF	medrans and cur-b to-s1de w,3l k	$	0.50	s	24.535 50	
					Sub-Total	s	26,467.50	
	
LANDSCAPE TOTAL	5	58,452.50	

Submitted By:

D le Crosby SMR Farms

EXHIBIT C

CHAI\GE ORDER

Project: 	

No.: 		_

Date of Issuance: 	_	Effectiw Date: ------
Owner: 	
Owner's Contract No.: 	

Contractor: 	

Engineer:. 	

You are requested to make the following changes in the Contract Documents. Description:
Reason for Change Order:

Attachments: (Li.,! ,focumenh 11ppl\rtmg ,:h,mg<:)

Change in Contract Price
l )ngmal Cnlllrac'l Pris:,·

Chnnge in Contract Times
( )r1ginal L'nntra,·t T1me,

Suh,t.rnlial  Cmnplc·tic>n   	
Res1<h !i.,r l"in:d P,1ynw111: 	-c-ccc----
J.,),"' J.,tc,

:,..;d change, linrn pr,:, l"l" l'han e ( h,lc·r, ;\o _	J,. ;\o._

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C«n!rnc t P1icc l'nur to thi, Chang,: ( lr,kr

Ct>ntracl ! 1me pii,,i Ill lhi, Change ( >rJ,·r

'----------------

Suh,tan11.il c,,mpletuin· 	_
Ready for I- inal Pa;.-m"nt. 	,----,-------
 	,to,, "' JJHc,	

;\et Incre::i-e ld<!\:tea_,e] ufthi, Change Drckr
'---------------------

Ket l1Krea_,,c {J,;, rea>el oftlu, Change Urdet

L\>ntrncl Prn:e 1,ith all appnm,>J Clmnge Order,

C1,n1ra t l im,;,, with all appr1ll'eJ Change Ord r,

'------------------

Sub,t.irnial CL>mpkucin 	_
Re.idy for Fmal P yment ------c,---,.,..-,-----
da), ,,r J,nc,

Recmnmended:

By.·_----------

.4ppnJJ'ed:

8_1·.·_--   --,-------

B_r:

Accepted:

l""'' l:111 "'•"'· Pw1s-..:I \·lanager
l!ule: 	

Owner I ArnhonzeJ 1gn:1t< a I

Doi<.'.  	

-  -	c0,.c""c""' c,c-.,-,,,.,c-,,-'c"c' 'c""',-..-.,c,--
Dute: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Agreement between the District and Altec Lakes and Natural Areas, Inc. for Landscape and Irrigation Maintenance Services (Silver Palms Boulevard)

AGREEMEI\T FOR LANDSCAPE AND IRRIGATIOI\ MAINTEI\ANCE SERVICES BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND
 	Altec Lakes and  Natural Areas Inc.	
THIS AGREDIE T (the ""Agreement'·) is made and entered into this I ' 1 day of Jul} 20 l 9, by and between:

Lakewood Ranch Stewardship District. a local unit of special-purpose government located in Sarasota and Manatee Counties, Florida, and whose mailing address is 12051 Corporate Boulevard. Orlando. Florida 32817 (the "District"); and

 	Altec  Lakes and Natural  Areas Inc.	
 	13194 US  HWY  301 S. #310	

RECITALS

WHERE.-\S, the District was established pursuant to Chapter 2005-338. La\l's o(Florida. as amended. for the purpose of planning. financing. constrncting. operating and·'or maintaining certain infrastructure improvements. including but not limited to. landscaping and irrigation impro\·ements: and

WHERE.-\S, the District desires to retain an independent contractor to proYide landscape and irrigation maintenance sef\xes to ..Stl\'er  Palms  Boule\'ard"  \Vithin  an  area  of  Distnct known as the ..Northwest Sector'". the scope of which is as more particularly described in the attached Exhibit A. which is incorporated herein by this reference (the "Ser,ices"): and

WHERL\.S. Contractor represents that it is qualified, willing ,md able to proYide landscape and migation maintenance sen·ices and desires to prm·ide such ser\'ices to the District: and

WHEREAS, the District and Contractor warrant and agree that they have all right. power and authority to enter into and be bound by this Agreement.

Now, THEREFORE, m consideration of the recitals. agreements. and mutual co\·enants contained herern. and other good and valuable consideration, the receipt and sufficiency of \vhich are hereby acknowledged by the parties. the parries agree as follows:

SECTIOI'- l. REcJTALS. The recitals so  stated  are  true  and  correct  and  by  this reference are incorporated into and fonn a material part of this Agreement.

SECTIO\ 2.	DESCRIPTIO\ OF WORK A;-.;D SERYICES.

A, The duties, obligations. and responsibilities of the Contractor are to provide the sef\·ices. labor and materials necessary for the provision of landscape and irrigation maintenance services within the District as described herein and in Exhibit A. Such lands on which Services shall be proYided are as more particularly described and

shown on Composite Exhibit  8,  attached  hereto  and  incorporated  herein  by reference.

This Agreement grants to Contractor the right to enter the lands that are subject to this Agreement, for those purposes described in this Agreement, and Contractor hereby agrees to comply with all applicable laws. rules. ordinances and regulations affecting the provision of the Services.

Contractor shall be solely responsible for the means. manner and methods by which its duties, obligations and responsibilities are met to the satisfaction of the District and in accordance with this Agreement. Contractor shall use indust1y best practices and procedures when carrying out the SerYices.

Pesticide applications shall be made by an individual licensed to perfonn pest control services m accordance with Chapter 487.01 L Florida S1u1111es. Contractor shall provide proof of such licensure and ce1titication to  the  District  prior  to commencement of the Ser--Yices.

The Contractor shall report directly to the District's Maintenance Manager who shall be Garrett Hardy. Contractor acknowledges and agrees that the District has the right to request that Contractor's employees and.ior subcontractors \\"ho do not belm\"e in a professional manner. 111 the District's sole detennination, be remO\·ed from the Contractor's landscape maintenance team(s) proYiding the Services to the District.

Contractor shall use all due care to protect the  property  of the District,  its  residents  and landowners from damage and shall folio\\" and be responsible for the SerYices set forth in Exhibit A on the property as proYided in Composite Exhibit B. Contractor agrees to repair any damage resulting from Contractor·s acti\"ities and work \\·ith1n twenty-four (24) hours. This includes, but is not limited to. damage caused  by Contractor to irrigation heads and lines, landscape, grasses or any other District or lando\\11er properties or impro\"ements.

In the event that the District notifies the Contractor that any of the SerYlces perfom1ed by the Contractor pursuant to this Agreement are deemed to be inconsistent \Vith the scope of serY1ces set forth m Exhibit  A, Contractor shall  have  two (2)  business days to correct minor deficiencies. and up to fifteen ( 15)  business  days,  or  another munially agreed upon timeframe, to correct non-minor deficiencies. As it would be difficult to ascertain the exact amount of damages  incw-red  by the District as a result  of the Contractor's  failure to  perform  in accordance  with the terms of the Agreement. m the eYent that the Contractor fails to timely remedy the deficiency(les) as set forth herein, the District is entitled to reduce the current monthly payment  to the Contractor by fifteen ( 15%) percent per clay, as liquidated damages for non-performance (but not as a penalty), until such deficiencies are remedied.

In the event that time is lost due to  heavy  rains {..Rain  Days"), the Contractor  agrees to reschedule its employees and diYide their time accordingly to complete all

2

scheduled services during the time during the same week as any Rain Days_ The Contractor shall provide serYices on Saturdays if needed to make up Rain Days, but shall not provide services on Stmdays.

SECTIO?"i 3.	CmlPEi\"SATIO:\·; TE:R.\I.

As compensation for the completion of the Services. he District agrees to pay the Contractor Five Thousand Four Hundred Six Dollars and Zero Cents  (SS,406.00) per year, which amount includes a!! tools, labor and materials necessary to complete the Seryices. The term of this Agreement shall be from July. l '1 2019 through June

30

h,

1 2020 unless terminated earlier in accordance with the tenns of this Agreement or
renewed for optional one (I) year renewals at the option of the parties  hereto  at  the same price and tenns as provided for herein.

If the District should desire additional work or serYices  not provided  tn  Exhibit  A. or to add additional lands to be maintained not contained in Composite Exhibit B, the Contractor agrees to negotiate in good faith to undertake such additional work  or sernces. Upon successful negotiations, the parties shall agree  rn  writing  to a  work order. addendum, addenda, or change order  to  this Agreement  as set  forth  in  Section 4.

The D1stnct may reqmre, as a condition precedent to mJking any payment to the Contractor that all subcontractors. material men_ suppliers or laborers be paid and reqmre evidence. in the fonn of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers. and further require that the Contractor pro\·ide an Afftdm·it relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment. evidence from the Contractor, in a form satisfactory to the District. that any indebtedness of the Contractor, as to serYices to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments. Workmen's Compensation. Unemployment Compensation contributions. and similar payroll deductions from the wages of employees.

The Contractor shal! maintain records conforming to usual accounting practices. Further. the Contractor agrees to render an inrnice to the District, in ,niting, \\'hich shall be delh·ered or mailed to the District by the fifth (5th) day of the next succeeding month. This inrnice Js due and payable within forty-fo·e (45) days of receipt by the District, or in accordance ,vith Florida's Prompt Payment Act. whichever is sooner. The invoice shall include such supporting infomrntion as the District may reasonably require the Contractor to pro,·ide.

SECTIO.\ 4. CHAi\GE ORDERS,  Contractor  understands  that  the  Services  may  be  reduced. expanded or otherwise modified in scope. If any additional SeTYices are proposed beyond those identified in this Agreement Contractor shall perform them but only after receiving  a  written change order from the District. Contractor shall cooperate ,vith and assist the District in

3

preparing and determining the scope of any change order. In  the  event  the  modification  in services reflects a change to the scope of  work  as  contained  in  Composite  Exhibit  B, Contractor's compensation shall be adjusted for the added or deducted scope proposed  by  the change order in accordance with the unit prices established in the Agreement as  set  forth  in Exhibit C In the eYent  the service is not  represented  by a  lump  sum  or unit price set forth  m this Agreement. Contractor's compensation shall be adjusted for the added or deducted services proposed by the change order as reasonably determined by the District in conference with the Contractor. All change orders shall be in the form attached hereto as Exhibit D.

SECTIOK 5. \V..\RRAl'ffY .-\'.\'D CO\'Ei\"Al'ff. The Contractor ,varrants to the District that all materials furnished under this Agreement shall be new, and that all services and materials shall be of good quality, free from faults and defects. The Contractor hereby warrants any materials and Ser.·ices for a period of one (I) year after acceptance by the District or longer as required under Florida law. With respect to any and all plant material provided pursuant to Section 2. all plant material shall be guaranteed to  be in a satisfactory growing condition and to
!iw   for  a  period  of  one  {I)   year  from  phmting  except   for  annuals.  which  will  be  replaced
seasonally. All plants that fai! to sur.·ive under the guarantee shall be replaced as they fail with the same type and size as originally specified. Contractor further warrants to the District those wairnnties wbich Contractor othel"\vise warrants to others and the duration of such wananties is as pro\·ided by Florida law unless longer guarantees or warranties are proYided for elsewhere in the Agreement (in which case the longer periods of time shall prevail). Contractor shall replace or repair wan-anted items to the District's satisfaction and in the District's discretion. Neither final acceptance of the Sen·ices. nor monthly or final payment therefore. nor any prm·ision of the Agreement shall relieve Contractor of responsibility for defectiw or deficient materials or SerYices. lf anv of the Sen·ices or materials are found to be defectiw. deficient or not in accordance with the Agreement. Contractor shall correct remm·e and replace it promptly after receipt of a written notice from the District and correct and pay for any other damage resulting there from to District property or the property of landowners within the District. Contractor hereby certifies it is receiYing the property in its as-is condition and has thoroughly inspected the property and addressed any present deficiencies. if any. with the District. Contractor shall be responsible for maintaining and warranting all plant material maintained by Contractor as of the first date of SerYices.

Contractor hereby cO\·enants to the District that it shall perform the Sen·ices: (1) using its best skill and judgment and in accordance  \vith generally accepted  professional standards  and (ii) in compliance with all applicable federal. state. county. municipal, bui!dmg and zoning, land use, em·ironmental. public safety. non-disc1iminatlon and disability accessibility laws, codes, ordinances, rules and regulations. including, without limitation. all professional registration (both corporate and individual) for all required basic  disciplines  that  it  shall  perform.  Contractor hereby covenants to the District that any work product of the Contractor slrnll not call  for the use nor mfringe any patent, trademark, serYices mark, cop)-Tight or other proprietary interest claimed or he!d by any person or business entity absent prior ,vritten consent from the District.

SECTlO'.\  6  f]'l;SURA,\CE.   Contractor  shall, at its m.rn  expense.  maintam  insurance during the performance of its Sel"\·ices under this Agreement. with !units of liability not less than the following:

4

Workers Compensation

Genera! Liability
Bodi(\' 111}111:i' (i11c/11di11g cvmrac111al)
I'roperz1· Damage fi11c/1uling co111rm·11wl)

Automobile Liability {if applicable)
Bodi(r b!f.111'.)' and I'mperty DamaKe

statutory

Sl,000,000'S2,000,000 Si ,000,000!S2,000,000

Sl,000,000

Contractor shall provide the District with a cenificate naming the  District  its  officers. agents and employees as an additional insured prior to the commencement of the Services. At no time shall Contractor be without insurance in the abo\·e amounts. No policy may  be  canceled during the term of this Agreement without at  least thirty (30) days written  notice  to the District.  An insurance cenificate eYidencmg compliance with this section shall be sent to the District  prior  to the commencement of any performance under this Agreement.

SECTJOr,,; 7. [r\DEPE.\D[i'ff CO:\TR.\CTOR. It is understood and agreed that at all times the relationship of Contractor and its employees. agents. subcontractors or anyone directly or indirectly employed by Contractor to the District is the relationship ofan independent contractor and not that of an employee. agent. Joint venturer or pa11ner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishmg the relationship of employer and employee between the District and Contractor or any of its employees, agents. subcontractors or anyone direct!y or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor's employees. agents. subcontractors or anyone directly or indirectly employed by Contrnctor, all of whom shall bi: employees of Contractor and not employees of Distnct and at all times entirely under Contractor's supen·ision, direction and control.

ln particular, District will not: i) \\i'ithhold FICA (Social Security) from Contractor's payments; ii) L'lfake state or federal unemployment insurance  contributions  on  Contractor's behalf;  iii) Withhold  state or federal  income tax  from payment  to Contractor: iv)  Make disability
insurance  contributions  on  behalf of Contractor:  or  \') Obtain  \Vorker·s   compensation insurance
on  behalf of Contractor.   Moreoyer,  Contractor shall  proYide  the  District with a completed  IRS
fom1 prior to the commencement of the Ser\'ices.

SECTI0;\    8.	C0.\IPLL.\.'.\"CE   WITH    LAWS,   OROI.\A CES ..\."'\D  REGCLATI0.\S.	In
performing Us obligations under this Agreement, Contractor and each of its employees. agents. subcontractors or anyone directly or indirectly employed by Contractor shall comply with all applicable laws. ordinances. rules, regulations, and orders of any public or goYemmental authority having appropriate junsdiction, including all laws, regulations and mies relating to immigration and,'or the status of foreign -..vorkers. Contractor shall initiate. maintain. and supeTYise all safety precautions and programs in connection with its obligations herein. Contractor shall ensure that all of Contractor's employees, agents, subcontractors or anyone directly or indirectly employed by Contractor observe Contractor's rules and regulations of safety and conduct. Contractor shall take all reasonable precautions for the safety of and shall provide al! reasonable protection to prevent damage, injury or loss to al! of its employees. agents and subcontractors performing its obligations herein and other persons \Vho may be affected, and

any materiaL equipment and other property. Contractor shall remedy all damage or loss to any property caused in whole or in part by Contractor, its employees. agents, subcontractors or anyone directly or indirectly employed by Contractor. or by anyone for whose acts Contractor may be liable. Contractor shall indemnify District for all damage or losses it may incur or be exposed to because of Contractor or any of its employees, agents. subcontractors or anyone directly or indirectly employed by Contractor's failure to comply \Vith the proYisions contained herein.

SECTIO;,.i 9.	DEFAl'LT  A D  PROTECTIO?\'  AG.-\l ST THIRD  PARTY  lr,;TERFEREJ\CE.  A
default by either party under this Agreement  shall entitle the  other  to  all  remedies  arnilable at law or in  equity.  which  may  include,  but  not  be  limited  to, the  right  of actual  damages  and or
specific perfonnance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third  party.  Nothing  contained  in this  Agreement  shall  limit or impair the District's right to protect its rights from interference by a third party  to  this Agreement.

SECTIOl\  10.   El\FORCE\IE"T  OF  AGREE\IE!U.    In  the eYellt  that either  party  is  required to enforce this A&rre?ment by court proceedings or otherwise. then the parties agree that the prevailing party shall be entitled to recowr from the other all fees and costs mcmTed, including reasonable attorney's fees and costs for triaL alternative dispute resolution.  or  appellate proceedings.

SECTIOl\ 11. A,1Ei\"D,1E:\TS.   Amendments  to  and  wai,·ers  of  the  proYisions  contained in this Agreement may be made only by an instrument m writmg which is executed b:-,, both the District and the Contractor.

SECTJo;,; 12. ATTHORIZATIO\. The  execution  of  lhis  Agreement  has  been  duly authorized by the appropriate body or official of the District and the Contractor. hath  the District and the Contractor ha\"e complied \,-Ith all the requirements of law, and both the District and the Contractor have full power anc\ authority to comply with the tenm and proYisions of this instrument.

SECTIO\ 13. i\OTICES. All notices. requests. consents and  other communications under this Agreement ('"Notices") shall be in \vri1ing and shall be delivered, mailed by First Class l\'1ail. postage prepaid. or overnight deli,·ery sef\·ice, to the parties, as follows:

lf to Contractor:

lf to District:

Altec Lakes and Natural Areas Inc. 1319-l US H\\'Y 301 S. Ste #310
RiYerview. FL 33)78

Lakewood Ranch Ste\vardship District 12051 Corporate Boulevard
Orlando, Florida 32817
Attn:  District Manager

6

\Vith a cop)· to:

\Vith a  copy to:

Lake\vood Ranch Stewardship District Operations
14400 Covenant Way Lake,vood Ranch, FL 34202 Attn: Operations Manager

Hopping Green & Sams_ P.A.
119 South Monroe Street Suite 300
Post Office Box 6526 Tallahassee, Florida 3231--1- Attn: Jonathan T. Johnson

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

SECTIO;\ 14. AR\l•s LE'."GTH  TR-\.i\"S...\CTIO\, This  Agreement  has  been  negotiated fully between the District and the Contractor as an arm's length transaction. Both parties participated fully in the preparation ofth1s Agreement and recei,·ed the ad\·ice of counsel ln the case of a dispute concerning the interpretation of any pro,·ision of this Agreeme □t both parties are deemed to ha\'e drafted, chosen, and selected the language. and the dm1btful language will not be interpreted or construed against either the Distnct or the Contractor.

SECTIO:\  15.  THIRD  PARTY   BEI\EFICIARIES.   This  Agreement   is  solely   for  the  benefit of the District and the Contractor  and  no nght  or cause of action  shall  accrue upon or by reason,  to or for the benefit of any third party not a formal party to this Ah>reement. Nothing in this Agreement expressed or unplied is intended or slrnll be constmed to confer upon any person or corporation other than the District and the Contractor any nght.  remedy.  or claim  under or by reason of this Ae-rreement or any of the proYisions or conditions of this Agreement: and all of the pro\'isions. representations_ coYenants, and conditions contained in this Agreement shall  mure to the sole benefit of and sha!l be binding upon the District and the Contractor and their respectiYe representatives, successors, and assigns.

SECTIO'." 16. ASSIGJ\:\IEl'ff. Neither the District nor the Contractor may assign this Agreement or any monies to become due hereunder without the prior written apprO\·al of the other.

SECTIO'." 17. APPLICABLE LAW Ar-iD VE:\TE.  This  Agreement  and  the  pro\"isions contained herein shall be constmed. interpreted and controlled according to the laws of the State

7

of Florida. Each party consents that the venue for any litigation arising out of or related to this Agreement shall be in Manatee County, Florida.

SECTIOi\ 18.	[i\""DE\ll\"IFICATIO'.\",

Contractor, its employees. agents and subcontractors shall defend, hold harmless and indemnify the District and its supervisors. officers, staff, employees, representatives and agents against any claims. damages, liabilities, losses and costs, including. but not limited to_ reasonable attorneys· fees, to the extent caused by the acts or omissions of Contractor, and other persons employed or utilized by Contractor in the perfonnance of this Agreement or the Ser,ices performed hereunder up to  the amount of One ,fillion Dollars (S l.000,000.00 ). By executing this Agreement, Contractor agrees such indemnification amount bears a reasonable commercial relationship to the Agreement.

Obligations under this section shall include the  payment  of  all  settlements.  judgments, damages. liquidated damages. penalties. forfeitures,  back  pay  awards. court costs. arbitration and 1or mediation costs, litigation expenses_ attorney fees. paralegal fees and expen  witness  fees (incurred  in  comi. out of court,  on  appeal,  or m bankmptcy proceedings) as ordered.

SECTIO:'o 19.	LDIITATl01'S      O'.\"	GOYER'.\":\IE'.\"T,-\L	LI.-\.BILITL	Nothing	111	this
Agreement shall be deemed as a waiver of 1mmlmity or limits of liability of the  District  beyond any statutory limited wai\·er of immunity or limits of liability which may ha\"e been  adopted  by  the Florida Legislature in Section 768.28. Florida S1u1111es. or other statute. and nothing in this Agreement  shall  inure  to  the  benefit  of  any  third  pany  for  the  purpose  of  allowing any claim
\\"hich would otherwise be barred under the Doctrine of So\"ereign Immunity or  by operation of law_

SEcno:-,; 20. TER\11:'>ATIO:\. The District agrees that the Contractor may terminate this Agreement for cause by providing thirty (30) days written notice of termination to the District; provided. howewr. that the Distnct shall be  proYided  a  reasonable  opportunity  to  cure  any failure under this Agreement. The Contractor agrees that the  District  may  terminate  this Agreement immediately for cause by proYiding \\Titten notice  of termination  to  the Contractor. The District shall pro\-ide thirty (30) days written notice oftennination without cause. Upon any tenrnnation of this Agreement the Contractor shall be entitled  to  payment  for  all  Services rendered up until the effective tenninat1011 of this Agreement subject  to \\"hate\·er claims or off sets the District may have against the Contractor as the sole means of recovery for termination.

SECTIO'.\ 21. Ow ·ERSHIP OF D0CDJE;\'.TS. All rights in and title to all plans, drawings. specifications, ideas, concepts. designs. sketches. models. programs, software, creation, ltlYentions. reports. or other tangible work product originally developed by Contractor pursuant to this Agreement shall be and remain the sole and exclusive property of the District when deYeloped and shall be considered work for hire.

8

SECTION 22. Pueuc RECORDS. Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and. accordingly. Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Sratutes. Contractor acknowledges that the designated public records custodian for the District is Jane Gaarlandt ("Public Records Custodian")_ Among other requirements and to the extent applicable by lmv, the Contractor shall I) keep and maintain public records required by the District to perfonn the service: 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida 5,'tarutes: 3} ensure that public records which are exempt or confidential. and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract. transfer to the District at no cost. all public records in Contractor's possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor. the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from puhlic records disclosure requir ements . All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats .

IF THE CONTRACTOR HAS QlfESTIONS REGARDING THE APPLICATION OF CHAPTER J 19, FLORIJJA STATUTES, TO THE CONTRACTOR'S  DUTY  TO  PROVIDE  PUBLIC  RECORDS   RELATING TO THIS CONTRACT, CONTACT THE  CUSTODJAN  OF  PUBLIC RECORDS AT (407) 382-3256, JANEG(@.FISHKIND.COM, OR AT 12051 CORPORATE BOULEY ARD, ORLANDO, FLORIDA 32817.

SECTION 23. S H 'ERABIL ITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions  of  this  Agreement.  or  any  part  of  this  Agreement  not   held   to  be  invalid  or   m1 en forceable.

SECTIOI\ 24. HE...\Dl!',GS FOR CO/li\'El\IE'.'iCE 01\L\', The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or constmction of any of the provisions of this Agreement.

SECTIO\ 25. Ei\TIRE AGREEi\lEIH. This instrument shall  constitute  the  final  and complete expression of the agreement between the parties relating to the sllbject matter of this Agreement.

[Signatures on  Next Page]

9

IN WITNESS WHEREOF, the pai1ies hereto have executed this Agreement as of the day and year first written above.

Attest:	Lakewood Ranch Stewardship District

Secretary	Chainnan/Vice Chaimian, Board of Supervisors

Witness:

'i    ,,..-/	/,

Signature of Witness

Print Name

            '	J,![, IV/;

Print Name: / 2/\ /\i c(-l
Title:	CE. (j 	 	

Exhibit A:
Composite Exhibit B: Exhibit C:
Exhibit D:

Description of Services
Landscape Maintenance Scope Maps Forni of Bid
Fonn of Change Order

10

EXHIBIT A

Description  of Ser\"ices

Lakewood  Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Maintenance Specifications

Turf Maintenance

Mechanlca/: St. Augustine and Zoysia turfgross shall be mowed weekly during the months of April through October and bi-weekly during the months of November through March: a minimum of 40 times per year. Bahia turfgrass shall be mowed according to seasonal needs and al frequencies necessary ta sustain vigor and other desired conditions; a minimum of 25 limes per  year. All turf shall be maintained with rotary mower. Mower blades shall be sharp al all  times  to  provide  a quality cut. Mowing heights shall be 4" for Bahia. 3-3.5" for St. Augustine and 2-2.5" for Zoysia. Mulched areas and bodies of water must not  be  contaminated  with  turf  clippings. If  this occurs. the clippings must be removed.

All edging shall be accomplished using a metal blade edger. Sidewalks. curbs, pavement and other hard surfaces bordered by turf shall be edged at each mowing event. Landscaped beds and tree rings shall be edged at frequencies necessary to preserve o clean, defined appearance ond to maintain shape and size.

Line trimmers shall be used at each mowing event to preserve o uniform turf appearance around fences. irrigation valve boxes and any other area not accessible to mowers. Turf around sprinkler heads will be mechanically removed so as to not interfere with or intercept water output.

All areas shall be kept free of debris and litter ot all limes.

Fertilization: Turf shall be fertilized at intervals necessary lo promote and sustain desired conditiom. Complete fertilizer shall be granular in composition and contain 30% lo 50% or  more  of  the nitrogen in o slow or controlled-release form. While nitrogen fertilization is based on the desired growth rate and type of turf grass being grown,  the phosphorus  fertilization rote should  be  based on the analysis of a turf soil sample and the recommendations obtained from it. The fertilizer shall also contain magnesium and micro-nutrients  (i.e. manganese,  iron,  zinc, copper.  etc.) Iron  shall be in the sultale, sucrate or chelated form. Fertilizer will be blown or swept off of side1,-volks and
other paved surfaces. Specific fertilizer formulation shall vary depending on type of turfgrms and based on soil analysis provided by Contractor. Fertilizer applications sI10II comply with □II applicable lows and regulations, including local ordinances imposing seasonal restrictions.

Pest Control: Turf shall be inspected at each visit for indications of problems and methods of Integrated Pest Management (1PM) shall be utilized to prevent or mitigate damage caused by insects and disease.

Pes1icide applications will be mode by in accordance with the lows and regulations governing use of pesticides in Florido.

Accent Trees, Palms, Shrubs, Ground Covers Maintenance

Mechanical/Manual: ALL PRUNING TOOLS MUST BE CLEANED PRIOR TO USE ON STEWARDSHIP DISTRICT PROPERTIES. Shrubs and ornamental trees will be pruned as specified by District and to provide the desired shape. fullness and blooms. Pruning shall include removal of dead or diseased shrubs and ground covers. Pruning of palms under 12' in height C.T. will be done as necessary to remove brown fronds. seed heads and hanging boots and any lime they appear lo maintain the palms looking their best. Na pruning will be done during or immediately following growth flushes, branches will be pruned just outside the branch collar. Sucker growth  will be  removed by hand  from the base of trees. No  herbicides will be  used for this purpose.  Pruning of canopy  trees shall be undertaken as necessary to maintain o minimum of s· clearance of the canopy as measured

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXH!BIT A
from the ground. Contractor will remove and dispose of all biomass generated by pruning activities.

Fertilization: Shrubs. trees and ground covers shall be fer1ilized three times per year. Two of the annual applications are normally scheduled around February and October. A third application can be made during the summer. Rate will be 1 pound of nitrogen per l ,000 square feet per application.

Mature palms in the landscape shall be fertilized four times per year at the rate of 5 to 8 lbs. each application. Palms under 8 feet tall will receive 2-5 lbs. per application lour times per year.

Fertilizers should contain equal amounts of nitrogen and potassium and 30% or more of both elements should be available in slow-release from. fhe fertilizer· should also contain magnesium and a complete micronutrient amendment. The fertilizer analysis shall be similar lo 8-2-8. 15-5-15. 14-3-14. 12-2-14,etc.

Established shrubs and trees in turf areas exposed to turf fertilizations will be fertilized on an as­ needed basis to ensure plants maintain a healthy look. Fertilizer applied to shrubs and trees planted in beds shall be broadcasted over tl1e entire plant bed. Nutrient deficiencies shall be treated with supplemental applica1ions of the specific lacking nutrient according to University of Florida Cooperative Extension recommendations.

The specifications above shall be modified as necessary to comply with applicable law, and regulations.

Pest and Weed Control: Contractor shall practice Integrated Pest Management  (1PM)  in compliance with applicable laws and regulations to control insect5. diseases and weeds on and around perennials, ground covers, shrubs. vines and  trees.  This  will include  frequent  monitoring and spot treatment as necessary using the least toxic methods. All applications will be performed when temperatures are below 90 degrees F and when wind drift is negligible. First choice will be insecticidal soaps, horlicultural oils and biological controls such as Bociiius thuringiensis (Br). Weeds in beds or mulched areas will usually be removed mechanically or be hand. Herbicides will be employed tor heavy weed infestations.

Ill.	Annuals Maintenance

A. Annual Flowers: Replacement of existing annuals will be done 4 times per year at a per-plant cost nol included within the Agreemen1 price.  Renovation  of  annual beds  with soil amendments  sl1all be accomplished once per year ln early March at no additional cost.

Replacement of dead or injured plants due to pests or Contractor negligence will be done without cost to District. Annuals and perennial bedding plants shall be fertilized al installation with time­ release fertilizer. Supplemental fertilization with liquid 20-20-20 or comparable shall also be applied as necessary lo promote color and vigor. Hand-pulled weed control will be performed  during every maintenance service to ensure all areas ore maintained weed-free. No herbicides are  to be used on or near the annual beds.

Edging and trimming along the beds will be done to maintain the original straight line or smooth curve.

2

Lakewood  Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
1V.	Irrigation Systems Maintenance

Irrigation Systems: Contractor shall inspect and test all components of the irrigation system for functionality on a routine monthly schedule. The monthly test shall include:

Verifying functionality of decoders and solenoid valves from the controller
Ensuring proper coverage of rotor and spray heads and maxi-jet emitters to maximize effectiveness and minimize over spray upon roads, sidewalks, etc.
Replacement of clogged emitters and spray noules
Identifying breaks or leaks in lateral lines
Clearing turfgrass, etc. from valve and control boxes
Identifying broken, non-functioning or missing rotors. spray heads and maxi jets
Verify functionality of rain sensors, soil moisture sensors and other automatic shut .off devices

Contractor shall take appropriate action as necessary to maintain the irrigation systems in accordance with the above; compensable at a time and materials basis Repairs due to damage caused by Contractor's maintenance activities will be mode by Con1ractor at no expense to District.

Contractor shall be responsible for controller programming including seasonal adjustments, specific need adjustments, accommodating new plant material and otherwise as necessary lo ensure adequate irrigation is applied.

B, Central Control: Contractor must communicate all changes mode to controller programming, for approval & to prevent them from being deleted by periodic synchronization.

Optional Services

Thatch Control: Thatch removal is not included the basic contract charge,. Removal of thatch (o spongy build-up ot dead and living grass shoots, stems and roots) should be considered when thatch thickness exceeds one inch. The best time for thatch  removal is Morch  through  August when the turf is rapidly growing. Verli-cutting. using a vertical rnover is  the recornrnended  method of mechanically  removing  thatch from Zoysia lawns.  Blade spacing  shall be  1-2"  for Zoysia grass.

Mulching: Re-mulching of planting beds shall be by the request of  District  and  charged  separately.

Palm and Canopy Tree Pruning: Pruning of palm trees in excess of 12· C.T. shall be by tloe request of the District and  charged separately.  Structural pruning of canopy trees shall be  by  the request  of District and be performed by an ISA Certified Arborist.

Other Services: Other compensable services outside of the Agreement Scope including, but nol limited to:
Major clean-up due to storms, vandalism or otheMise
Hand watering
Fire  Ant control

J

COMPOSITE  EXHIBIT B

LRndscape l\laintenance Scope t\ilaps

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EXHIBIT C

Maintenance Scope Sheet

Lakewood Ranch Stewardship District
Northwest Sector Landscape and Irrigation Maintenance Scope Sheet Silver Palms Boulevard
"Exhibit C"

Section I: Contract Scope	
	Unit$	Per Month$	Per Year$	
Zovsia Turf:	1,665	SF	$	0.20	$	27.75	$	333	
Bahia Turf:	43,680	SF	$	0.08	$	291.20	$	3,494	
Beds/Shrubs/Ground Covers:	2,810	SF	$	0.25	$	58.54	$	703	
Irrigation Valves:	4	SF	$ 165.00	$	55.00	$	660	
Canopy Trees: 8' Clearance:	3	LS	$	24.00	$	6.00	$	72	
Accent Trees.	6	LS	$	24.00	$	12.00	$	144	
			$	450.49	$	5,406	

Section II: Non-Contract Scope	Unit$	Extension	
anopy Trees; Structural Pruning:	3	LS	$ 40.00	$	120	
Palm Tree Pruning:	15	LS	$	23.00	$	345	
Annuals:	200	LS	$	2.30	$	460	
Re-Mulch (at 1" depth):	9	CY	$	52.00	$	487	
Irrigation Repair:		PER HOUR	$	32.00	$	-	

EXHIBIT D

Form of Change Order

CHANGE ORDER

Project: 	_

No.: 	_

Date of Issuance:-----------	Effective Date:------
Owner:------------------
Owner's Contract No.:---------------
Contractor: 		Engineer: 	_

You are requested to make the following changes in the Contract Documents.
Description:

Reason for Change Order:

Attachments: (I i t d,1cum.:nt-; uppl,rting dmngel

Change in Contract Price

Change in Contnict Times

( lriginal l\inlra,·1 I'm:"

( lnginal l'nntrad l111w,

'---------------------

Sub,tanlia! l'"mpl.:tion· 		_ R.:ady for rinal Pannent 	_
J,"' '" J.1\c,

Ncl chang.:, tinm pre\ IU!h l'hang.: 01dcr, !\,, 	J., '.\n _
'---------------------

:,,;,:1 d1,mg,:, !rum pr.:1 lulh Chang<' {Jr,!"r' ;'au_ fot\o_

\ _

l'onlrnd Prn:.: prior 1,, thi, l'hange Unler

C,,ntra 1 Time, p1w1 1\1 lhi, l'lrnngc• t"JrJ<'r

Sub,1anl1;1I c,,mpl.:11,111 	_
Rend:, for l-inal l'arnmu ----- ------
,L,j, ,,, Js1s:,

\:ct ln.:r.::he (d.:.:r.:lh<') ,,!' thi, Chang.: Or,l,;r
\  	

\    	

Sub,;tan!ia! Cnmpletwn 	_
Ready for Final Payment	­
.L,;',,, .L,1,,

Recrm1me11dcd:	.--lppn11wl:	Accepted:

By------------
I''"" l a11m,m, p,.,1cc1 \1.magc,
Dare: 	_

By. 	_
l  ,ner 1.\,11lwnz,J S,['llatl e,
D,uc: 	_

R_r: 	_

c,,mr:,c,-,r 1 •\u!h,,n,cJ   '\;ll"UJ•1
{)u/c: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Draw Requests

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Compilation Report

I.akewnoJ Rani.:11 SuwarJsh1p Di,tri<.:t
Statement., t'f A seh. Liahilitie,- and FunJ Balances - Ca h Ba. i May31. 2019

Current /vlcmth	Prit•r r-.fonth	Vmi,mcc

ASSETS

Cash-Operating Acc,mnt Due from Lmd Owner Utilities Dep,.sit	s	2S5557
315Ji9')
700	s	612.669	(327.112)
315,tN9	"
71)()	()	

!1,tal /\.,set	s	6ll2.! 5(,	s	
929.268	(327.112)	

Cmrc>nt A eb

I.IAAJLITrFS AND Fl T"Nfl AAI ANCES

Curr ·nt Li,1hili1ic,
Acc,,unh P.i ·ahk	s	351.278	s	322J)55
Northern Trn t l"re,!it C-ird	1.702	31:l

T11tnl C11tTelll Liahilitic,	- 5.J.%0	32:!)(,X

31.223
u:w

Fun,! Llalan<.:c
Relilincd Earning, -1-'nnr Yo:ur
S11rrlu, (Dditit) for the PcnuJ		
17. 716
22'J..J(,II		
17.71.J
.'i89,18(,	(. 5<J.7:!'(,1	

Tutal rum\ Balance		2.J7J 7(,		
(,O(,.'J!lO	

J11tnl Li.1h1!11ic, & J"uml llalillK"C	6!12J 5h	'	929.2(,8	
(327.112)	

'.'•fo a .,urnncc i pwnded 11n the c ±ina.n.:ial ,tatemenb

Page 1 of6

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Statements of Revenues. Expenditure . an<l Fun<l Balan e - Cash 13,isis
NORTHEAST SECTOR
for  the Eight  r-.fonth  Ended  May JI, 2019

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Page 3 of 6

Lakewood  Ranch Stewardship District
Statements of Revenues, Expenditures, and Fund Balances - Cash Basis
NORTHWEST SECTOR
For the Eight Months  Ended May 31,  2019

full \"e;1c	l'utr-t"ol	Cutt n,	C'urrenl	\'"-T-D	Y·T·D	\'-T-U	
Budge!	Acluol	DuJg•I	\';1rfonc	,A  lual	Bu,lge1	\"arian	

U-\STER L\'•iDSl'.'..\PTh"G & IRRIGA TIO'< REPAI.RS CO'.\"TR.-\CTS

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:'.-;.6 94    \\1uteEagl<  • SRl0 10 Rau el.rnd	s	2.300
?7 09J    R.mgd:-111.d·  L\\"'RBh ·d ro  \Vll1!cL1.g	.qs:.

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1,158	1576}	25.tH	l .OG2	17.013)

17,1 36    Kenl  lake&. l.oke Bonk   lau'1	J.oo;,	J.095	90	24,ll-10	2-1 7  7	7.17
l 8.120    M:1ladn<e Rd fram L\\'RB ,    P0  pc	1.466	1.-,10	H	II  72S	11.0SO	-O·
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12.''7S  Mnloehirc - LWR Bhd 10 White	l ..!5S	1 ,082	(!U.1	1r1.r!<;2	S.65:	(1-410)
10 ,2%     \\'1ur,Ea I< -Rangdand w- - 1 hh	99""	s,s	1119)	") 978	6 ,RM	ii 	1141
j_S,450   L.-.k B,1nk llllJ \-lug	11,0	I 288	38	1n.0t10	IO _JO{I	JCII)
9.072 R..'l11gc-ku1Ll-\\1ut Ea.glc- to E p!an	1. Gl -1	7.16	( I.S7 1	:' LOB	6.0H	[ l:' .0  5 /
J.'.-1.16   SR 70 & L\\"R  Bl VD emtnuce	3.899	3.620	1)79)	3l.192	28.9.IS	C:!.: --1,
SI ij,()5- Fuu,n•. Roa1ls	7..l26	6. 00	(:\26)	; S,61 1	5•1AO,I	1-1.2071
H_JSO    \Vh1te E."lgl'l'    lnb i:hu.e [-o-   l-l1h	lA.16		3,9-t S		;; I.'.!	 i.4S6		31581		-l  l\ll 15--UI)()    \\ lu,c- Ea)!lc'  -t-l1l1. to  G.'lTi=-\n>t...1		(J	13   7,_,	U ,733	n.841	11 ) -  (ji	19,0 6
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5.l 560    \\wd femTr:ul	159	U  6_l	301	_·u.11 l	.1, . N  1 	2.436
;;; t 50-0   Ga!t:"w0i:1d  Drutt1	0	-   U   92	U.92	],t285	_:\-l33.l	--0 IS
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S6 61JO     t  17tl1 StJ T	0	7_21 7	7.217	-IJ.JOJ	:!,.7  73)	ROJO
 	
812640  rLl!.11	!.6B	9,JSoJ	26.746	506.:if!)	'i55.U94	!8.1l4

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1.)30	
c;:_j OJ	
,:.:;. 1		
IS.SOU	
16.4-'!ll	
l.41J,6i'U   TOV,l. NORTfl\\'l:ST SE(T OR	s	
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ll 7,807	JI.Ll6	s	
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942,4}.I	
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---

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 	1'}1

No assurance is prn1·ided l'II these linancial staiemems

Page 4 of 6

LakcWlll'd  Ranch Stewardship Distnc1
Statt'm.:nts ofRe\'enucs, Expenditures, mid Fund B,1Jances - Cash Ba 1s
SARASOTA SECTOR
forth<! Eight  Month  EnJing: Muy JI, 2019

Full Year Budget

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,-arfance

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Page 5 of6

Lnkev.-ood  Rnach Skwmd hip D1 trict
Statements ofRevenues, Expenditures. and Fund Balance - Ca h 8:i.-;1
SOUTHEAST SECTOR
Fnr the Eight Month EndeJ May JI.  '.!1!19

Full Year Budgd

Current
_.\,tual

t nr«nt
Budget

\"·T-fJ
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Y·T·D lludg,t

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Page6of6

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 1
Altec Lakes and Natural Areas, Inc.

CHANGE ORDER

Project: Bob Gardener Park
Date of 1ssuance:._---'- +/_/-+/---- -

Effective Date:

7--t---t--- -----

O\'.rner:	Lakewood Ranch Stewardship District Owner's Contract No.: 	_
Contractor:	Altec Lakes and Natural Areas, Inc.	Engineer: 	_

You are requested to make the following changes in the Contract Documents. Description: Increase in contract price
Reason for Change Order: Increase in Contractor's unit pricing rates Attachments: Exhibit "A"

Change in Contract Price
Origmal Contract Price S	94 1:,22.00

Net ch,mges from previous Ch,mge Order Nu_	Tu No._
S	"/A	 	_

Cuntracl Price prior to ll11s Change Order

$	94,62.2.00

Net 1n<:rease {dc<:rease) of Lh1s Change Order
s 	53 K67.oo	

Comract Pri c with all approved Change Orders

$	)48,489.00

Change in Contract Times
Original Contract T1mes

Substantial Completion: 	_ Ready for Final Payment: 		_
<lars or dates

Net dumgcs frrnn prcviou Change Orders Nu._ To No._

dsyi

Contract Times prior to this Change Order

Substantial C'amplt:tion: 		_ Ready for Final Payment: 	_
<lilys or do<es

Net lncreu e (dt:creast:) of this Chan,ge Order

days

Cot1lract Times with all approved Clmngt: Orders

SL1bstanlial Completion: 	_ Ready for fiual Payment: 		_
day,"' tlatc,

Approved:
By: 	_
Owncr (.'\uthumcJ S,gruu llrO)

                   -1
By-:   . l Y/.  '"'l..-///   L    /    .,:,     h't'f   c-/  ·' -,

Cun ;,l ,.,..,, ..,h,,.,, ,,     ,.L..L:	J

 		Dme: 	_

Date:_

_. 	

....:_ ,c... 	

Lakewood Ranch Stewardship District Bob Gardener Park Landscape Scope Sheet
Exhibit A
Section I: Contract Scope	
	Unit$	Per Month$	Per Year$	
Bermuda Turf	223,028	SF	$ 0.20	$	3,717	$ 44,605.60	
Zoysia Turf:	10,078	SF	$ 0.20	$	167.97	$	2,015.60	
Bahia Turf:	322,533	SF	$ 0.08	$	2,150.22	$ 25,802.64	
Beds/Shrubs/Ground Covers:	87,000	SF	$ 0.25	$	1,812.50	$	21,750.00	
Irrigation:	555,639	SF	$ 0.08	$	3,704.26	$ 44,451.12	
Canopy Trees; 8' Clearance:	153	LS	$ 24.00	$	306.00	$	3,672.00	
Accent Trees:	258	LS	$ 24.00	$	516.00	$	6,192.00	
			$	8,657	$	148,489	

Section II: Non-Contract Scope	Unit$	Extension	
Canopy Trees; Structural Pruning:	153	LS	$ 40.00	$	6,120	
Palm Tree Pruning:	102	LS	$ 23.00	$	2,346	
Annuals:	0	LS		$	-	
Re-Mulch (at 1" depth):	290	CY	$ 52.00	$	15,080	
Irrigation Repair:	PER HOUR	$ 32.00		

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 2
Altec Lakes and Natural Areas, Inc.

CHANGE O R0 l R

Proje ct: S il ve r Falls Run
Date or Issuan ce:

Effec tiv e Da!e:1 1

&• <vJ-,=L--+

No.:	2.

Owner:	Lakewood Ranch Stewardship Dis trict Om1er's Contract No.: 	_
Contractor:	Altec  Lakes and Natural Areas. Inc.	Engineer:----------
You are requested to mak e th e fol lo wi ng changes in the Contract Docum ents. Description: In crea se in co111ra cI pricing
Reason for Change Order: I ncr ease in Cont rac ll)r' s unit pricing rates A LWc.: hments: Exhibit ..A..

han ge in Cnnl ra l'I P ril'c-
Urigin,il l un1 ra,·.1 l'rii:.:

:S	16,697.00

Chan g t' i11 Con t ract Tim es
l )r1g1n,1l L",1ntrm:t !"mies

11 h,1,111ti i1I C o 111 plc 110  11.	 	

Rc,,d) fnr Final P ,1} n1c n1: _ _ _

_ _ _ _

_ _ _ -

N.-i drnug..:s from pre, inus l'h,1n!l.: 010.h:r J\(1 _I_ fo Nu ...1_
:i; 	6.J24.00	

CmHrn..:1 Price prior to 1his ("h.111g,· Onl..:1

$	33,021.00

Nc1 ll1m:ase (decrease) 11r I his C'han)!.e Order
$_	:5.J/l5.00

t'ontrac1 l'iic.: \1i1h ,Ill ,1pprm d l'l..mg..: lhde1

S	38 J27.00

fa )'S u, d :\1i.!:'li

:'wl clwngc from pre\ iuu Clmngc Ol"lkr:; Nu._ l o N1, _

J a} ,,

l ·,111rr.1cl Time prior lo !Im L'h,mgc DrJcr

'iuh, 1a111 ial Con1pk 1ion.	 	
f<c.al   for Fi nni PJ mt.•111: _  _  _  _  _  _  _  _  _ _
J ;\ )'S u t i.l oHt.".S.

Nd lno.:rc,1,c (i.lec1 cn c > uf lhi l"h,mg.: O!lkr

J:1 \

Co111rnct rimes 1111h ,ill approwd l'hnng..: Orders

Substa111ial Comp leti on: 	_
Rcud) l'rir !-°inal Puymcnt: 	_

tin}" "" dat

,(ij' "

  

_ _)td    <j ,.; ,	-	.

Approw d:
By: 	_

8,1.	L;f{,.,_../I":£

/7'1'  . 1  -  -;J C'"' _..._)
1

o', ( A111horrtod S,l"'"Iur )

 		Dare: 	_

Dale	-	..£ 	

6/4/2019	Lakewood Ranch Stewardship District
Northwest Sector Landscape and Irrigation Maintenance Scope Silver Falls Run
Exhibit "A"

Section I: Contract Scope	
	Unit$	Per Month$	Per Year$	
Zoysia Turf:	55,538	SF	$	0.20	$	925.63	$ 11,108	
Bahia Turf:	205,022	SF	$	0.08	$	1,366.81	$ 16,402	
Beds/Shrubs/Ground Covers:	14,080	SF	$	0.25		$	3,520	
Irrigation:	69,618	SF	$ 0.08	$	464.12	$	5,569	
Canopy Trees; 8' Clearance:	34	LS	$ 24.00	$	68.00	$	816	
Accent Trees:	38	LS	$ 24.00	$	76.00	$	912	
		0	$	2,900,57	$ 38,327	

Section II: Non Contract Scope	Unit$	Extension	
Canopy Trees; Structural Pruning:	34	LS	$ 40.00	$	1,360	
Palm Tree Pruning:	49	LS	$ 23.00	$	1,127	
Annuals:	0	LS	$	-	$	-	
Re-Mulch (at 1" depth):	47	CY	$ 52.00	$	2,444	
Irrigation Repair:	PER HOUR	$ 32.00	$	-	

F:\LLAWM\STEWARDSHIP DISTRICT\Landscape and lrrigation\NW Sector\Silver Falls Run\UPDATED 06-2019 Silver Falls Run Maintenance Scope and Cost Sheet.xlsx
Silver Falls (2)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 01
SMR Farms, LLC

CHANGE ORDER

Project:   Waterside "Nei,rhborhood 8" Landscape Constn1ctio11

No.:_ --

Date of lssuancc:  

,6c.'2.5.i,2,0,l,9 	_	Effective Date:0  6.1,5..,1,2.0cl9   ------

Owncr: 		,L0.,lw,0w,  0000,0 l, R,a"ech'uc0S0te,",',0,'c' 'di,<iPe uDi=s,t<·,i•ct -   -   -   -   -   -   -   -   -   -   -   -   -   -   -	 		_
Owner's Contract No.: 	_
Contractor:_uSeM=R  F,,.n,,a.s  --------------	Engin er:----
You .'.lrc requested to make the following c!rnngcs in the Crmtroct Document . O<.'.scription: lncre,1se in Cunlrnct Price
Re.ioo11 fo1 Cha11gc On.lLlr: Additiuu;il Pla11l Malc1·l l Requricd

.'\ttacl1mcnts L ndscape Co11s1ruction Contract Sc\1p..-:/Cost Sheet

Clrnnge in Contract Price
!)r• ;11.1l l'c"1tr,,c1 l',,ce

Chani;:c in Conti-ad Times

S15'! S7" .1111

S1. -;t,<11l,c\ Con1pkliuEJ ... 	_

 	,1,,, c, ,I""	

Ready fu< Fin"I Po1yrnen1. 	- ----

':,•1 c'.1.1n..,, lc m p. 1•i" i, ( "h IIL •' Ord,•11 l\t•._ Tll J,,._

(\rn1.rncl P, ice pnm to tl,,s Ci,rngc O, Jer

Co11!\ac1 Ti111c·s J:rior !o this Cl,ang. Order

   ,,,    7"\ (I	Si:b;rnm1al CDmpktLOll .. 	_
r, a,ly liie· fu,.,I ['.iy,ll llt. 	,c,-,.-,-,c,,-,.-,---

Ne1 [n,:r,·.-oe (Jccr,.i,c) ol lh;, Clia11;;:.; 01Jcr
.l•l•\IUll	

Scb;t nt,Jl c,,mpi,;,i,•11. 	

Re dy fc: Final Pu,-a1 ru- 	--;c,,c,c-c---

J.,,·, '",r,,"

Approved:
7V--
Ow""' r. ,.,1, ,h S,,:,·.1tc,"""
/J,1/e

LasesMd Roecr, Si• ·.a,d$hp O,S1r•c\
'"'"'""'" ·r,e ghborsood s· landscape Con•""°"ce

KEYCOMMON NAME

,cs: Ped 1,,acle JcC Dar,ooa Koll,
L!O S ·,••• i,"m
Q'JI Ll,eOa>
0/2 So"lremL,,e, o>
TAD B,toc·,eie»
P5X  5,i·iesce, o,te "aim T,,o,e cs,eo,e <ao Pal,,-, E,,rna•,:f Ca'ms
PSP., Cacoage Palm	5 ,o 201,
BOTANICAL NAME

>cer rub<1Jm
lie, cass,ne

L ·Qu,dambar "'""''"""
Que<eus• rg n•ana - ;,o R,,e· Ouercu, ,,,g,n·ana

	

Unit Prico	

hlonsion

l 760 JU

7 755  co
,; o,o Cu
03%1 co

\13530 00	

Or<glnal OTY

"
"
"
"21
"
"	CHANGE OROER NO. REVISEO QTY EXTENSION

"	4_465 00 '
"	16 920 00
"•	3 76(1 00
"	1755 00
"	6 50000  '
"		6l ,O□O 00 ' '		2900  00    '
scno oo
"	2,150.00 '	
CIIANGE	

;,35 00					
		1 '25 DO					
		235 DO					
		) O·JU 10					
		7:'50D					
		210 00					
		Sub-Total			Sub-Tola!	11l .Sl□.oo '		

Fcr•stio,a .,,,. ,,,	
45 00	
I  Ji □ DC

1 2'4o)',
I ;;,, CO
$)' :(,
3 7;:; co
,  00"'0
,, , , ,u
,    ;/    CD	
,"
ria
:a,
,s,e,
I  ]OU	"
,10
""
Jal
",a
6 •
12€0	

!J CH)
2<0000
e ooo oo
In:,00
l 501 00
5)1 00
,o 535 00
J 1 9  SO  '
"1-lO 00  '		
SRC Sl,o·$a ? '•nelto
5TR Q•a1ie B"e ol Pa,aj se	S••<noo '"'"' '""'°

, o;o oo	
,:,1;, ,:;,een :arpe, t,aral Siu,,,
DI, ""•••e,Fa•LI,	:a,1,so1r,crc,,a,ca ::;,.,., ••col
D·10el:a '°'""""'', var eea•a						'" co
I 6l'   00	
H P S,,eb,sh	Harn,, e o,i,o,							
J,_,F F1,"r>Jcnp"
oa, Fe,'1as	

>,n·a, 1anc,ol"10						7:i2 50
1.242 00	
TRA '" onledrate Jasm•ee								
	'.' b,mum ooc,a!crr ••s Schlier, De:,grt							

Sub-Tb!al

                                                0 00
Sub•Total

LANOSCAPE  TOTAL

JG,J.IJ.00

>O J D  □
l □.0 00 00

159,an □o

0

"	66000	000 00	
Sub-Total

20 OGO Sub-Tot•I	(0,75-8.50

!0000 00 10,000.M		
	16.1,288.50	4.415.50	

),) cco

ST,:-.-,,,fmE IC 15' R,".:< Lacdsc,,e 000 ,-;.i,,c, $RO:. S.,ctcr'/im·, O< N< got , , a fa,•·, :r-aca, "'" o , c01,,, ,,.,
°'ae

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Change Order No. 02 SMR Farms, LLC

CIIA GE ORDER

Project:  Rournesirle Blvd. South Ph.	Lilndscnpe Crn1slruclion

No.-	2

.                                                                                            

Date oflss1wn:::e: 6/26n0l9	Effective Date: 6/26/2019	---

Owner: Lakewood Ranch Stewardship District

Ownel·'s  Contrnct No.: 	
Contractor:     SeMR= F,a,ru111,s --------------	Engineer: 	_

Yo'.t are requested to mnke the following changes in the Contrnc: Documents. Description: Change i11 Contrnct Price
Reason for Change Order: Change in Contract Scop,

Allachmcnts: C'ontrnct Scc,pe and Pricing Detail

Clrnuge in Contract !'rice

Change in Coutnict Times

SI Ii   7,1:; llll	

<;1111.,1.,;1,,,,1 l'o111plc1io11. 	_
k,,_._,dy for F11, I P.,yme111. 	- ----
J, , a, ,i.<Lal

s ,n·

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L11Hr.,c1 l'"c fll it>r W 11,i, Cb;mg 0,J,e

Conlru,:t T;mco p;:or l" tl,i,; Ch;,., c O, e,

,;9, 922.511	

s.,;,;1ai.1ia! Co1nplctirn1 		_ Rc,,dy for Fi,ial i',< nm11., 	c---c------
.i..l'"' J.'1c.

i'."01 Increase (tlc tca, ) or1hi.s Ch ,11 Ol'rk,
s1r  1 ,   ·,	

S11bm,n,a: Comptc1,on ,------------
llc Jy fnr r; ..i Pa,-rnen1. 	-CCCC:CCCc---
<J,1,or<C"'"

Approved.

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LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Change Order No. 15 Ryangolf Corporation

Change Order
No.	15

Date of Issuance:        June 27.    2019		ENechve Date:   ---'-J_u""ly_1'""2., cc.20""1;.c9'----------

Pro1ecC	Uihlein Rd & Rangeland Pkwy Improvements	ICmner	Lakewood Ranch Stewardship District	:owner's Con1rac1 No	
Conlracl	$ 11,642,973.05	Dale of Contract January 12, 2018	
Ccr,t,ac10, Ryangolf Corporation	Eng,neefs ProJecl No 2156142551
215610101	

The Contract -Oocurnents are modified as follows upon execution of this Change Order:

Descnp11on Add 45 Days. 1 A Uihlein Adds: Replace Walk & Ramp at Lakewood National & Uihlein and thermo stripping,
and Credits for Signs and curb/ gutter. 18-Rangeland Adds: Credit for sign ground mount, furnish & installation 1A Uihlein: Turn lanes to new drive (from December 2018)
Attachments· (list documents supporting change):
Change Order 10 for Uihlein Rd dated 12117/18; Change Order 15 for Uihlein Rd and Change Order 14 for Rangeland Pkwy from Ryangolf Corporation dated 6/8/2019.

 	CHANGE  lN CONTRACT PRICE:	 	CHANGE IN  CONTRACT TIMES:	

■

Original Contract Price:	Original Contract Times   D Working days	Calendar days Substantial completion {days or dalst Utility 1351 Roadway 230 Days

$ 11,642.973.05

Ready for  final payment tdays or dater	350 Days

[ I	(Decrea se] from prevcously approved Change [Increase] [Oesrease] from previously approved Change Orders
Orders No.	1	to No.	14	No.	1	to No.       1 4 	_

5 (1 ,3 49 .341 .63 )

Substantial completion 1da s1:	267 Days
Ready  for final payment /days;.	267 Days

Contract Price prior to this Change Order.

S   10,293,631.42

Contract Times prior to this Change Order
Substantial completion (days or dale): Utillty 4021 Roadway 497 Days Ready for final payment 1days or date;:	617 Days

[Increase] (01mreas0J o! this Change Order:

S	68 257.98

Contract Price incorporating this Change Order-

s  J_._8_81-.40	

(Increase) (Oesrease] of this Change Order:
Substantial completion \days or dateJ.	45 Days Ready for final payment (oays or date1·	45 Days

Contract Times with all approved Change Orders:
Substantial completion 1oays er dateI Utrnty 4471 Roadway 542 Days Ready for final payment !days or date)	662 Days

RECOMMENDED:	ACCEPTED	ACCEPTED:

By--------------

Eng,nee, IAuthon,ed S1gna1ure J

Date 	_

By---0-,,-ne,-I A-utn-or,;-iE<-l S,-gn-atu-r l----
Date   	

Con1,ac10, IAulhorized S1gnatu,ei

By-------------

Dale.  	

Approved by Funding Agency (1r applrcable_l 	Date·
..:.1 -, :!l'.l,""::'."·_-.1 :•. -= ..1......... •1v..lr' 1_C11"1 "-.. \;M.,....,.,  ,.,.r       _ ..        > --•.f,_   Ult  H:11"- ,;r-iJr ....,_ ,j1-.    11.::t "''  _....1... ; ,  11'_ !11 n li,•_•    -  _l]UI'  .....-·1-1,t.   ';I   11G !7(1    ,,J   -      n.rr"l),•J  14_Ll•:"_,,;n_r.-..µ_...:    _... >!;   _-_,,._ 1: .''- J.l ,!.., J

[.1("0(' i'io. C-9 1 (2002 Edition/
Prep,ned by the [ogi11eers' J11in1 ("onll'act Document. Committn· und end11rwd bi· th
.b,od red General Contractor of ..l.m rieo and tlte ConEructlon SpecincHfinn, Io,thute.

P>tge  I of I

CONTRACT CHANGE ORDER #10

PROJECT,	UIHLEIN ROAD IMPROVEMENTS
CONTRACT PO LAl(l!WOOD RANCH STEWARDSHIP DISTRICT CONTAACTOJ RYANliOLF CORPORATION
ENGINEER,
Condltlon!i1 Th11- c hnnges des-crib od hereIn 1111a 11 bo govorn'El'd b;r th 10,m• and ciondlllont or tho Ciantraett ond •holl not In any way •Ho.r lho tnrm, of tho Cnrd,roct, but thi?.ill haroaflor bo .a p•r1 oT tho C11:1ntnu:.t
ITEM
NO.   DBSCRIPTJaN	QUANTITY UNIT

Pl'IICE

L

AMOUNT
_,_,._(+.,.)(..,-) _J

ADDITIONS
TURNLAtlES, TO t!l;W DIIIVE

'-

I ::,-•   ft    O	'	·:-· ,.     L -.--•'- •-,._4 , - _	.,	-. _I;.1
1  FINISH GRADING	1.0	LS	$2,H  0. 00	$2 ,500 .00

2	TYPB ll STABILIZATION (LBR 60)-FULL DEPTH 8"	1775.0	SY	$12,00	$21,300.00	
3	OPTIONAL BASE, BASE OROUP 011	1470,0	SY	$14.50	$21,318.00	
4	TYPE S,f ASPHALT j2"J	1G!I.O	THS	$78.2$	$12,911.28	
5	TYPE S·lll ASPHALT {1"} WITH PRIME COAT		TNS	US.35	57,509,75	
6		a.o	EA	$985.00 ,,.	$1,890.00	

•• RO-Au I.  U  N  I	l i  t,: if..'  ..1-,._. ....   .	...,'	.

H,C, RAMPS (WfTACTILE SURPACE)
. ll1 N ON IJ

·; ·-;;:-·

.

, "'-,

ns.o

,.	1ir - •"':...

',I,

781.NGLE  POST SIGN, F  &  I OROUND MOUtlT, ur  TO 12  SF	2.0      AB	$250.00	$500.00

.,,. -

0     OBJECT MARKER, TYPI!1	2,0     BA	$115.00	$230.DO
g  RETRO·Rl!PLECTI\IE PA\ll!MENT MARKERS	44.0    EA	$4.50	$190,00
PAINTED l>AVT. ,,,A1tKH,DO, STANDARD, 6" WHlTI! SOLID,	0.10     GM	ssso.oo	$92,80

p  ·•- ·11,    .-  ...   ,   ........

PAINTED PAVT. MARKING9 1 STANDARD-OTHER SURFACE
PAINTED PAVT. MARKINGS, STANDARD, WHITE, ARROW (

..	0.04    GM	$438.00	$17,40
O.OD   EA	$16.50	S132.00

1J PAINTl!D MARKINGS, STD YElLDW, !SLANG NOSE	UT.40     SF	$0,fiO	$02,44

-

THERMOPLASTIC, PERFORMED, WHITE, Ml!O&AGi, lllKI! ,tj	8.00     EA	$168.00	$1,320.00
TH!!RMOPLAllTIG,  PEltfORMED,  WHITE,  ARROW	2.011    EA	$168.00	UJO.OD
10   THllRMOPlASTIC, STANDARO,  0" WHITE, SOLID	0.16     GM	S4,06$.00	S650,4D

THERMDPLA& TIC, STA.NOA RD, ti " WHITE, 10-30 SKIP, 6" .

0.04    GM	$1,1 55. 00

-- C

$46.20

-   .  WU&lill 1'AN ll01111   -	,      ,    •    •   • ,	.."l  ., 	+

- _,. _  _,'.	'              ..

.:-.·...

--	..	.... ··-

CONSTRUCTION  $TAKEOUT• TURNLANES  TO  NEW  PRIVE	1.00     u	$&,500  . 00	 s_ ,soo.oo
CREOIT5

I	TURN LANE& TO NEW DRI\IE	.

	1	CONCRUll CURB & OUTHR, TYPll f	-35	LF	$10.DD	·$3511,DD	
	2	CONCRETE CURB & GUTTER, TYPll AD MOD,	·80	LF	$	e.1s	•$65MO	
	I J	CONC SIDEWALi< AND Dnl\lEWAYS, 4" THICK	,43	SY	SJ1.50	•$1,354,SO	
	4					$0.00	
	5					$0.00	
	G					$0.00	
	7					$0.00	
		0					$0.0D	

ROA ll, 0:0NI TIIUOTJON .,....  ;-.  _.·.t'     . ·• '	-     ...  - ")   ·.. '.,	·-	... ·,,	,_.., '  '  .	<       ...               -   ;c   _   c+	.
I

9
10
11
12
13
.14

.    .	$0.00
SO.DO

-

$0,00
$0.00
.	$0.00
$0.00

15	$0.00
- -	-
.

Nt1t rnc,.-,•,orDocroaso r,om thl• Clriino111 o,do,	
0.00 Conlra,ct Tolal Prior
 	   to 11115 Chano ardor	

$	S,SD0,043.56	

Curront Contfact nma lncluclln9 thl:1- Ch•ng• O:rdQJ	
Curtol\t Cantra , Tolat
527 , 00 l"cludl110 this Chango Ordor	

$	5,665,212.30	

Con1rnc:t Tlm-u Prior	Not fncrea-s•ID nc,o:jn,o

(2,356.501

lo !hi• Chana• o,dor

.	527.00   rirom Ihis c turnIJO ord 9 r	$74,2H.N

REASON fOR CHANGE:	.,r,

su:,A	 	

B'/dn. r

5,66S,212.JO

ACCEPTABLE TOI

T/7-:v-

/}	/

•c on lr r	.-{t

1' 111jl/E

llato,

-,---,	--
rz..jz.Jj,.e

RECOMMENDED BY:	Dahn
E ngln oor ":; Ropra s ont aU -wo v-

APPROVED DY,	 		D.ic!,•llil'

Ropro oonI aUvo

Orl!llnal Contra ! Som	50,583,34 .34
Net Chang-a to  Ca ntra.c.l Sun, Incluitrng t hi• Change Ord ur   $	!8DO,U .041	DK

3 CONSIIRVATION All£A SIGHS ( fURNISH & INSTAU. )

10,DD EA s

150.00

41,500.00

(T,U0 .00 )

Co•l al Tint• Prior
IOll!lsCIUl-0-rdat

 	Nat loer,,-...10-•

627.00

from thl• Ch•naa o.d••

,,,.

$239 ,i!I

N•t lncr•ualDeciN1aff	45,00 Co11tract Tolal Pl1or
from lhl.l Cka.119 0 rder	 	to  thllr Ch a"'J• Orel••	$	S,937,833.0a

CUrNftl C.,,,t,a,:c Tl..,.
lnclYdlna lhls Cluln" O,d.,
Rl!ASQN POlt CHANG ti:

Cun-ant Conlnct TotaI
_ff2.00 b1eladln11 this Cha1191t o, u

/,J ,

,
f

·

$	ll,i37,ff2.28 519:tl ,87 2. 20

-,

,

;

/

_'7

ACCEl'TAIIU! TO,

c:<intraetor'& 0taJX"" #" _/

VP,

A
lf

i:i.,.,

f•

,/,

/	r

"'//o/;,

,is:01111.EHOED IIY1

 	{ --	'K:...)...,i'	l>aw,
ll!llaf•..,..• F111p1-t1w

cJ 'Z,/ },CJ

.

IU'PltOVml IIT1

 	       Daiei

Rl,,.Nntatl..

OK ,·- 

Orlgimal conIntlllllffl	'8,SBJ,345.J•
Net Cfl""!I• 1G eo.1iac1S11111 lacludlng lltls Chal,g• Order S	(6%5,473.08)

'°.00

1'11

$0.00

13

SCI.OD

12

$0,00

11

$0,00

10

50,00

9

SO.OD

a

50.00

T

$0.00

8

$0,00

s

$4.110

4

PROJE'CTI	CONTRACT CHANGE ORDER 111"15
lltHU!JN ROAP IDIPROVliNeHTS	
CONTRACT Fl i..,uo.waog !!MICH IJTiaW'AIUl5lUP DISTRIC:T	
CONTAACTOI RY4"1GOLP CO!U'OR4TION	
IIHlilNl!l!R>		
Coadltloos, The ella,rges dese,11,ed hetalo &NIIh go.. med by Illa tern. ud con,11110.. af tb. Coalnu,t, and IIMII aol a., a,y war all•• 11,., lerms of IN Coai.-t, butDall ,..,,._._ INt a part of lflco
Co ■tracr.	
ITEM
110.1 PESCR1moN	I	
QUANTITY	I	
llNITI	
PltlCl!l	I	AMOUNT
t-1(·)	

1	Rl!PLACE 4" WALKO LAKEWOOD NATIONAL & UIHLEIN	806.DI SP	53.114	
$2,9l3.B4	
:z	REF"ui'o#EAI iuiiiiF	i	i.ui  i:A   I	iiaii:iOAO	ai ,Vlii.411	
					
3	ADDITIONAL THEJIMO STRIPPING FROM PLAN CHANGl!S	1.0	LS	$3,525.00	sJ,szs.oo	
4					$0,00	
11					10.00	
8					fa.DO	
7					$0.00	
8
•					SO.OD	
					15().00	
10					0.00	
11					So.GO	
12					10.00	
13					DO	

						

						
						
	C--RE-DITS					

ADDmONS

1
I

		
I 1	ISINGI.£ POST SIGN, I' & I GROUND MOUNT, UP TO 12 !IP I	·231	l!A	$	250,0D	-SS,750.00	

CONl'RACT  C	ini	1 4::;:::;a'"

PROJECT=	RAN8&LANDPARKWAYIMPROVEMENT8 CONTRACT FOR.I LAK£WODD RANCH STEWARDSHIP DISTRICT CONTRACTOR:	RYANGOl..F CORPORATION
1:NGINEl!RI	
Condition,;, Tlle cllanges deac,lbed hereln shall be governed by u,e te m, s end con dltJons of the Conllac:t, and shall not In aqy way alter the terms of the Cnntrac t, but sf:iall hereaftsr be II paft of the Contract.	
fTEI/I
NO. I DESCRIPTION	I Q UANTITY I	
tJNJ	
PRICI!	I	AMOUNT
(+)(·)	

r

ADDITIONS

1
2
3
4
s
6
7
8
9
10
11
12
13
14
16
16
17
18

I

0
0
0
0
0
0
$0.00
;o.oo
$0,00
,o.oo
$0.00
$0.00
$0.00
0
0
0
0

$0.0

$0.0

fl).0

f(l.0

$0.0

$0,0

1

$0,0

$0.0

$0.0

$0.0

0.00
CREDITS

2			$0,00		
3			$0.00		
4			l/10,00		
5			$0.00		
fl			1;10.00		
7			$0.00		
8			$0.00		
9			$0.00		
10			$0.00		
11			$0.00		
12			$0,00		
					
				(6,250.00)	
-•	Tl,ne PtlDr	 		Net lncniaselll'•era,u;e			
:o thll, Change Order	527,00	from this Change ordBr	-$6,2'!0.00		
◄et     lneteasBIDeciea,ie
i"ol'll lf11s Change Order	45,00
 		Contnict Total Prior
to 11,ls Cbanll'! Order	

$	4,430,267.14		
:urnrnt Contract Time	572,00	Cum,ntContnr.clTotal			
ncludlrl9 tt,/s Cflange Order			$	4,424,017.f-4	OK	

SIGNING
1	SINGLE POST SIGN, F & I GROUNO MOUNT, UP TO 12 SF
MISCeu.ANEOUS

1.9      l!A	$

250,00

44,750.00

3     CONSERVATION  AREA SIGN$ ( FURNISH & INSTAJ..1.)	-10.00	EA	$	150.00	-S1,500.00

-

U!ASON l'OR CHAHG£1

r

 	

Inc:ludlna dd.s Chang.a Order

/7

_
f

/	/

_,,,, _

,	

-

,  ./   ,

f

ICCEPTABLE TCll

 	'-$-		-	

Date:

71r/f J

,

LECOMMENDBD BY;

 	½	J 7()	
E!llglneere Rep re i;entaUYe

Conttac2	'Jl/ tatlvy·

Datr.

G):i.1/t'?

U'PROVED BT1

D:ate;

Represantellve

origin.al contrac1 sum

Nat Cluulp &o c«itract SumlncJu !. !flflhl'"f nange Order $

.,,.

;,-,

,,

'!.l.

-----

$5,079,627.71
(655,610 )

Lf _x:

OK -
J

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 2 Frederick Derr & Company, Inc.

Change Order
No.	6

Date of Issuance:      Ma 2019	J:cu:cl.tY....:_Effect,ve Date:		1 2"-=' -20=.1.:..:9:.._ 	_

Pro1ec1	Rangeland Pkwy Improvements and Post Blvd. Extension	!Owner	Lakewood Ranch Stewardship District	:owner·s Contract No.	
Co11t,act	$ 9,281,679.20	Dale of Conlract November 2, 2019	
Contractor Frederick Derr & Company, Inc.	Eng,neer's ProJe ct No  2156145351
--- 215610101	

The Contract Documents are modified as follows upon execution of !his Change Order:

Descnptmn

Correction to C0-1 deduction for Owner's direct purchase of materials

for Core & Main.
Attachments· (List documents supporting change):

Frederick Derr & Company, Inc. Contract Change Order 2 dated 5/13/19

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Cootract Times.  0   Working days	■ Calendar days
Substantial completion (d ys or date): Rangeland/Post 365 Days:
Lorraine 210. Da,_,yc,:s 	_
$   9,281,679.20	Ready ror r1nal payment (days 01 datE)"  Rangeland/Post 425 Days;
LorraimJ: 240 Da y s	_

[ I	(Decrease ) from previously approved Change [Increase] [Decrease] from previously approved Change Orders
Orders No.	1	to No.	1	No.	1	to No. 	1 _
Substantial completion 1daysi   	
S (1,437,792.73 )	Ready for final payment (days 1.  	

Contract Price prior to this Change Order:

s 7,843 886,47

[ )	[Decrease ] of this Change Order:

$	(39,230.08)

Contract Price incorporating this Change Order:

$1,804,656.39

Contract Times prior to this Change Order:
Substantiat completion (days or di!le1:  RIP 365 Days: L 210 Days
Ready for final payment (days or dale). RIP 425 Days: L 240 Days

[increase] (Decrease] of this Change Order·
Substantial completion (days or date\" 	_ Ready for final payment (days or date):  		

Contract Times with all approved Change Orders:
Substantial completion I days or dateJ	RIP 365 Days: L 210 Days
Ready for final payment (days or dateJ   RIP  425 Days: L  240  Days

RECOMMENDED:	ACCEPTED.	ACCE PTED:
By
By-------------- By---------------

Rolandr:- -; ...··•····

.;-;·c·' .•,

.'....'..;.....":,.::-.:. .•L-.j ··_·---..,
Carter	' • .1:. 1j · • 1

Er>J,neer (AutMorized S1gr.atureJ

Data   	

0•.-mer IAulhorozed Signature 1

Date   	

Contractor (Aulhorized s,gMlureJ Date	6126119

,' i 1:e ·ilCII,:-.Jl 581-iSJ) Cl'.I rf.GOn!il cn_pt,.li9_ 1lc:: !'t'lt!, ( ,, ,.;e_oroe, i le!Ul\'-l!!d" ri_r :i-,:t1:1t•i t,1:11'1._ ll!!tC 0.::_!::9.l1_
[,J('DC '.\'u. C-941 (2002 Editfonl
P1·epared b) 1he En¢neer,• Joint Contrnct Docum,nts Con11nit1ee and endorsetl h) the

_-ln.!O, 03A     ,:c,n •--= 1_ cJt1h  1c1-d11e<:t•  L,r.;:rulse- m.;.1r.ia;s_   ,    .     ,, - o I:lc:Dlel de(;,
Page I of 1

..\s.suci,ued Gener11l Contructor of A.merirn :ind the l'onstrucrio11 S.!'_ed(irntio11, lnstiluk.

FREDERICK  DERR  & COMPANY
INCORPORATED

CONTF ACT CHANGE ORDER	TODAYS DATE

Michael Kennedy
Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch. FL. 34202

We agree to the following changes, additions, or deductions:

ITEM	DESCRIPTION	EST QUAN

Number Job: Phase:

UNIT

2.00
Rangeland Parkway/ Post Road

UNIT$	TOTAL$

Core & Main Matenal Deduct PO #1
3-08-010	correction	1.00 LS	-39.230.08	-39,230.08

REASON FOR CHANGE:
. i

./

\

/ /'fl

:::::--

Proposed	 	

THIS CHANGE ORDER
NET	r-,-- -3_"!"9_,-23--0-.0--,81

Accepted

(,.	,Z.C., • l'\

EXISTING CONTRACT     	

TOTAL	7,843,886.47)

Accepted	 	
For the Owner

NEW CONTRACT	 	
TOTAL	 	7,804,656.39!

P.O. Box 2719, Sarasota, Florida 34230 • (941) 355-8575 • FAX (941) 351-8854

BID ITEM 9
111 "   CONNECT EXIST MH
8980	6-\ \-!I J01	,1	6 MJ S C153 P401 IMP	EA	110.9\	E8l i	
8990	6SGP	a	6 PVC 4000 STAAGRIP RESTR (IJ	EA	24.M	199.G,t	
guoo	
61.iRALG	
8	GLAND Dtll Y
6 W P.EGU L.,_R ACC SET UGlM/0	
EA	
10	
6480	

(1) 6" FM EXT MH DROP			
00]0	29(160C9WG\'.I	I	6Xu PVC C900 WYE GXG		EA	1•11.86	t41 efi	
9MO	29060C9 GS	1	6 PVC CD'10 45 se,10 GXSP		EA	82.80	82.JJO	
!HJSO	NS	1	6 PVC G900 !!O B'ENO GXG LONG		EA	93 71	93 71	
			SWEEP					
9070	NS	I	6 PVC CDOO FEMALE AO/lT XFIP		EA	5] 3·1	J 34	
90BO	NS	I	6 PVC C90 ™ROPLUG MIPT		E,\	31.38	31 38	
go	6taG	I	6 C900 OR 18 PVC PIPE (GI CRf'l		FT	,t ,s	-1. \5	
			PC2l5					
				SUBTOTAL. BID rTE'-1 9			1,3 5'1.72	
				
TOTAL			
?.4,&9 ?.. J1	

PAGE BFlEAK

LORRAJIIE RD WM MATLS

BID ITEM 1
Soq #	Pro duet#	Cly	Doserlpllon	lJoM	Soll	E•t  Soll

<)190	6!d8	au	ii COOO OR 18 PVC l'<PE BlUE (Gl	F1'	r1 5-.l	)ti.) :10	
			1, I ARl(IMGS PC235				
200	, 11IUCOPPE	ell	IOGA COPPERHE D WIRE 5CO' llLUE	Fl	0 2'i	20.UO	
9210	PRC. l tr,r,	,I	6 S1AR I l oC PVC RESTRAINER	E	ll.70	1;1.12	
			C9:iOIDI Pl?E TO PIPE- PR C1105				
			,t,IP				
32.10	liSGP	I	6 PVC •IOCt. ST PGRIP fiESTq (ll GLAU□ ONI I	='.1\	2·' o	9 .5,	
\1'2l'J	AuLGF.F.	J	r,• l.,J ACC Si:T UGLAND EPOM	EA	13. 8·1	55 J6	
			SUBTOTAL • 810 ITEM I			609 20	
	ver:1190	pnr:o por	EA		J•l d.£0		
			
BIOITEM2				
			(2) ARV RELOCATIOtlS				
0270	091vE2COC I !	tO	IX 10:) ' BLUE PE TUBIMG CTS	Fr	0 JD	<O.C•J	
			200 PSI				
92BQ	IJIOCOPl'Ef'	l11f,	IOGA COFPERHEAO WIAE 500 ' BLUE	FT	o. s	2 00	
9290	3910157.		S2 \ SS INSERT FIGTS PE	EA	1n	668	
930J	J9 !0r. 1:i40.)l\		H  IS OJN  I CPLG,     \I}  crsxcrs	E.	1,; 57	tiG 21	
			/10 LE,>,O				

(ZJ FH RELOCATIONS NOTE RE-USE EXIST Hi

.•,

(2J 810 RELOCATIONS
qJlO	?l'E'B	I'.')	7.;< J•JO' BLUE PE TUBIMG CTS	Fr	1 3	1 5Ul	
			20 ?SI				
9340	WIRE10i!CH	100	10GA CQl'PERKEAO WIRE 500' 8LUE	Fl	0 25	25 on	
9350	INSERT-55	•I	;55 2 SS INSERT F1CTS PE	EA	2.JG	9 .•U	
9)6	:l9:'0H15 0JI'	J	1115ll•31I ? CPLG 110 CTSXCTS	EA	7 BI	- Jl 4a	
			MO LEAD				
			5UBTOrAL. BID rTEM 2			6J6 .08	
Aso,oga prlco pe,	EA	6J G. 08

TOT l	1,325.20

Sub To t.JI

J,

Prlnlod 0'112312019	Copy of R ngeland Pkwy & Post Blvd LWR

AcIua1 ,..,es m•y w11y

Tax
Grand Total

39,?JD.08
 	SSlJJ1.43 

UNLESS OnlERWISE SPEC!FIEO HEREIN, PRICES OUOTED ARE V/ILIO IF ACCEPTED BY CUSTOMER AND PRODUCTS ME RELEASED BY CUSTOMER
FDR MANUFACTURE Vi!Tliltl THIRTY (JO) CAL!:NOAR DAYS F'ROM THE DATE OF THIS QUOTAIION CORE & MA\N LP RESERVES rnE R!GHT TO INCREASE

PRICES UPON THIRTY (JO) CALENDAR DAYS' 1/0TICE TO ADDRESS FACTORS, INCLUQIN'G BUT NOT LIMITED TO, GOVERNMENT REGULATIONS, TARIFFS, TRANSPORTATION,FUEL AND RAW MATERIAL COSTS, OELIVERY WILL COMMENCE BASED UPON MANUFACTURER LEAD TIMES. ANY MATERIAL DELIVERIES DELAYED BEYOND MANUFACTURER LEAO TIMES MAY BE SUBJECT TO PRICE INCREASES Al/DIOR M'PUCABLE STORAGE FEES. THIS BIO PROPOSAL
IS CONTINGENT UPON BUYeR'S ACCEPTAIICE OF SELLER'S TEfiMS MO CONDITIONS OF SALE, AS MODIFIED FROM TIME TQ TIME, WHICH CAN
BE FQUNDAT:
hU_nr.J..cc-r-i?.3r.dmni11romrrau.dl

c

po ff/	D£JJ t(c,,Ti,I)
Amuu fU'f

(o 9 )	231. Y3
(o53	ooJ. 3S"
)
,-	39,'J.,30 ,0 -5

Pr ln!etJ  01l2Bl2019	Copy or Rar1gol,md Pkwy ll, Post Blvd LWR	Page 23 ol 23

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Change Order No. 1 Watson Civil Construction, Inc.

Change Order
No.	1

Date of lssL1ance	 June 14, 201S	 	Effective  Date     _July !2, 201S	 	

Pro1eo1 44111 Avenue East Phase IV
Roadway	·-	I	Ol'me,	Lakewood District	Ranch Stewardshlp	Ownets Cootr.aci No	
Crmtract	$1,921,528.40	Dale of coritrnc1: February 4, 2019	
Con1rador Watson Clvll Construction, Inc.	Engineer's Projecl No 215612113	

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

Descnpl1on

Proposal for Street Light Pole Installation

A!IBchrnenls (Lisi documents supporting change)

Contractor's proposal

CHANGE IN CONTRACT PRJCE:	CHANGE IN CONTRACT TIMES:

Original Contract Price	Original Contract Trmes   D Wor1<ing days	x Calendar days Substantial  con,ple!ion (oays er date)    - 2 4 0 d=a v s  ------
$  1,921,528.40	Ready far  final payment {days o, date)        270 dayj_	

[Increase) [Decrease] fron1 previously approved Change Orders No 	to No   	

[Increase] [DecreaseI frcm previ0l!Sly approved Change Orders No 	to No  	
Substanlml con1plelior1 (coy;) 	_
Ready for final payment Jaays1   	

Con1ract Price prior lo ti>is Change Order

$ 1,921,528.40

(Increase) [Q-)of this Change Orde,

Contract T,me5 prior to this Change Order
Substa nt,al cornplet,on (aays or date) _  ,2,,_4.:.;0:::. ,:dc:oa.._y""s 	_
Ready for  fi11a1 payment {days or date)	270 days _

pncreasej !Decrease] of thrs Change Order

Substantial complehon 1days er d \e)

 	.Q.	

, i...  257,843.29

Conlracl Price incorporat,ng th,s Change Order

$  2,179,371.J;9

Ready for final payrr.enl I-clays 01 d l&J 	.Q_.	

Contract Times with all apprr:ived Change Orders
Substanual complelron (days er date) . _ _.2::,4,.,,0,._d,:;a,,_yz.;S"-------
Ready for final payment (days or dateI --=2_, 7,,,.0-.:d:..,a,.,y'-"s'--------

RECOMMENDED	ACCEPTED	ACCEPTED

By
Er.91f"ee1 (Authonz -1 StqnttltJre,

Date 	_

B1 ---------------

Sigralure)

O·M er (A.ilnon,e<I

Dal<>.  	

By--------------
Conlrac!<>• (lwlhc/iz,ad Slgn \ureJ

Date   	

Approved by Funding Agency (,f applicable\· 	Date
"  ,21 t!'ad •21 ':-6,11 I ] .c.. . 1,.,:uh.t/1.. cl 1!1'1  ptl' :!Ht _:=lll m f'll;!p t..a Id  1\o,i:.P'l r-g_.orditrl'l,J ;J.IJ...·,>y 41oT!!  1'11 C1)-n   "'"' ., "' n • .t r:in-,_rn,-:- 5: 71.!-i- 19_!1.1· j (	al 1l'lir,11J _ -l>ill'i:'>1

-• 14_ 2.:C

! " 00 ;-a

F.JCDC .,o. C-Hl 1ZOOl £1rnionl
Prepared b) the E nginrtrs' J,,; nt ( on Ira(! Dnrumen 1, l"nmmi!1et 11nd endorstd b> 1hr
,\s nda ted Gene rnl C:on1ra t 111r1 of A merit a and !he Con1trut linn Spedlica1ions Insti1u1e.

Page I of I

W .il\T S C	N	
CONSTRUCTION

44th Ave E Phase IV
Engineer's Project No.:	215612113
Watson Civil Project No.:	31811
Owner:	Lakewood ranch Stewardship District

-

Scope:

Pay Items:

Item	Street Light Pole Insta!lation

Description	

Qty	

Unit	

Unit Price	

Total	
102 l	Engineering - (Full Lighting Plan Set)	l	LS	$ 19,425.00	s	19,425.00	
	Lighting - Conduit, F&I, Underground-					
0630 2 11	2"	4500	LF	$	4.73	$	21,262.50	
	Directional Bore, Less than 6" {2ea					
0630 2 12	2"}{Load Center Locations)	200	LF	s	17.33	$	3,465.00	

0715 113	
Lighting Conductors, F&I, lnsul, No.4-2	
14100	LF	
$	
1.05	s	
14,805.00	
0715 7 11	load Center, F&I, Secondary Voltage	1	EA	$	10,447.50	$	10,447.50	
0715 1411	Lighting Pull Box, F&I, Roadside	30	EA	$	472.50	s	14,175.00	
0715 500 1	Pole Cable Dist Sys, Conventional	26	EA	$	525.00	s	13,650.00	
	Light Pole Comp, SGL ARM SM, AL, 35'							
0715511145	( LED)(Standa rd Foundation)	18	EA	$	5,092.50	$	91,665.00	
	Light Pole Comp, DBL ARM SM, AL, 35'							
071S 512 145	(LED)(Spread Footer)	8	EA	$	8,400.00	$	67,200.00	
1	Survey	1	LS	s	1,7 48.29	$	1,748.29	

TOTAL COST:   $   (	257,843 .29

Notes:

A-

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 2 Watson Civil Construction, Inc.

Change Order
No.	2

Dale of Issuance	June 141  2019	Effective Date·     July 12. 2019	 	

P,qec1  44th  Avenue East Phase IV	lov.ner Lakewood Ranch Stewardship
Roadway	District	lowne s ConIt act No	
Conlrad	$1,921,528.40	!Dale ol Cooiract! February 4, 2019	
cowa,rar Watson Civil Construction, Inc.	feg,,.,,.,.-, PtoJ ct Na 21561211 J	

The Contract Documents are modified as follows upon execution of lhls Change Order:

Oesc.r.pll'cr,

Direct Material Purchase edit for Street Light Pole Installation

Attachments (list documents supporting change)

Contractor's proposal

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES:	
Original Conlract Price	Ong,nal Contract  Times     [-) Working days	X Calenrtar days

Substanhal cornplet1on (<la•;s o, <lale)

_  _.2._4,.,0'--d=a..,_y"'s 	_

$ 1,921,528.40	Ready for hnal paymenl !dais  ,   die)	270 days

!Increase][ ] frori, previously aporove1 Change !Increase] [Decrease) from previously approved Change Orders
Orders No	1	to No	1	No	1	lo No 1'----
Subslantial cornplet,on (da1s) 	_
$	257,84 , 9	Ready for fmal payrrenl (a ,!   	

Contracl Price prior to this Change Order

$  2,179,371.69

[IAGr-ease.l [Decrease] of lhi s Change Or<:!er

l !_:: (59,001.94) "•

Conlracl Price incorporat,ng lhis Change Order

S 2,120,369.75	

Contract Times prior to lhis Ct1ange Order
Substantial comple on !days or aMr _  ,2o:4u0,_,.d,.a..._y.,.s 	_
Ready for final payme111 (days or da1 )	270 days

[Increase) [Decrease) ot th•s Change Or(!e:
S1Jbstantlal complet,on (days or dale)	-0-	 Ready for final payrnent idlys er dal I ---·-=O ·--------

Contract Times with all approved Change Ori:lers
Substantial compleuon !days or date.l --=2c..:4.=0_,.d. a._y..,s==---------
Ready for final payment (days or datel _ _,2e,c7,_,0,,._,,d"'a,..y..,,s'--------

RECOMMENDED·	ACCEPTED

ACCEPTED

a,

Da!e

Erg,ne , 1. 1ho11,ed s, nal"re)

By---------------
ownet fAulhonz S1gn.atu.r!:!-i

Date   	

By-------------
Coni,a,lor (A 1tm,,zed s,gnan,r !

Date   	

Approveo  by Fund1rg Agancy (If applicable) 	Da"'
, ...,1! .:'7\•'J!":l.!1l' 1,i..-.• 1 : •: •p - •;;.-1 _Jf\l! ,.. . :.t'l'!-' !. V P ir- ,t.••- .-.:k' \.- ' 1.: .-. ,..,1a :;1 r _..i.:!I ,,,. - •,t .!...1,:-,V, <(}- _ r,;.:,1 !,l,...:;_ . 1'1. I.IU':.&L-..e- .. - IQ'l •-P"t""." , o:,,".'IQr -,.1_ n_:C11.,:r.,•.1 ,--:,

[.J(OC "\o. C-9 I [2002 Edi1ion)

Pni::r I or l

,hsodnt,tl Grnend Co111rnc ror .1 or ...\mericu and the <:onstru"ion pecilirn1in11, l11)1ilurc.

rropnred b) the Engineer,' Juint Cun1rncl l>u,um,·n1,(·ommilleo nd endorsed by th•

Wi.TSCN 
C O N S T R U C T I O	N

44th Ave E Phase IV

Engineer's Project No.: Watson Civil Project No.: Owner:

215612113
31811
Lakewood ranch Stewardship District

Scope:
Direct Material Purchase Credit

Pay Items:

Item	Description	Qty	Unit	Unit Price

1	Direct  Material Purchase Credit	1	LS	$ (59,001.9<1l

Total

$ (59,001 .94)

1
TOTAL COST: $	c:Ji9,001.94J

Note s:

fAA.--

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 3
E.T. MacKenzie of Florida, Inc.

Change Order
No. --=3:..--- 	

Date of Issuance:       June 28  2019	Effective Date:	July 121 2019

Pro1ect    Waterside East-West Utllities	0°hT,e1 Lakewood Ranch Stewardship
District	Oeiners Contract No	
Contract $3,979,364.75	Date of Conlracl January 7, 2019	
Contractor E.T. MacKenzie of Florfda, Inc.	Eng,nee,•s ProJect No 215614203	

The Contract Documents are modified as follows upon execution of this Change Order: Description Request to increase number of days due to waiting of approved plan

Changes for water main blow-ott.

Attachments: (List documents supporting change)·

Work Authorization Request No. 3 from E.T. MacKenzie of Florida, Inc. dated June 27, 2019.

 	CHANGE IN CONTRACT PRICE:		CHANGE IN CONTRACT TIMES:	

Original Contract Price·

Original Contract Times:   D Working days	■ Calendar days

Substantial complelion idays or date)-· -

01080cD• Y>L  	_

S 3,979,364.75		Ready for final payment (days or dater   ,2c1e0LD.,,,,,,_,		_

[ ]	{Decrease] from pr wiously approved Change Orders No		O	to  No..     ,2   --

S('\.933,716 83)

Contract Price pnor to this Change Order.

[Jm::rease] [geeFe;;ie:e] from previously approved Change Orders No.	0	to No.	2
Substantial completion \<Jays-,· -   -   -   -	2e5D0 a= • -   -   -   -   -   -
Ready for final payment 1da-,51 	a2e5,.,De•c,, ------
Contract Times pnor to this Change Order·
Substantial completion 1days or dateI" -- 2a0,5cD ••VSL	_

5 2 045.647.92

Ready for final payment !day,; or dale):

,    203,Sub(D!!av,v,.	     _

[Increase] [Decrease] of th,s Change Order:

[Increase] [OeeF,mse] of this Change Order. Substantial completion (days or dater   	

s30!L!Doa.,,sc 	_

'·- ·'•·----------
Contract Price incorporating this Change Order

Ready for final payment (days or date1. -- 30 Do• ------

Contract Times with all approved Change Orders.

Substantial completion (days or date-) -

, 23050 Da, evesL	  _

S 2 045 647.92	

Ready for final payment 1days or dale)'   

s26e5e,Doaev,e,		_

RECOMMENDED:	ACCEPTED:	ACCEPTED:

Sy-----------

,, 	_
Engoneer (A t onzed S1gnalura1

Date   	

C/"l,ner (Aul™Onzaed S1gnalure1

,,------------

Dale   	

Contraelor (Authorized S1gnatura1 Dale-  	

Approved by  Funding Agency ('1 appl1cablel 	Dale

EJCDC :O.o. C-9.11 (2002 Eililion)	Page I of I
Prepllreil bJ· the Engineers' Jolnr Controct Ducumen" Committee anil endurseil bJ lhe
   A.ssudated General Contr,i rnr., of.--1.meri a ,ind the f"on,trunion Spedfirntiun, ln,riiure.	

Work Authorization Request	CID
E.T. MacKenzie of Florida, Inc.
6212 33rd Street E.
Bradenton FL  34203
(941) 756-6760	Fax·  (941) 756-6698
Work Authorization Request No.	3	
O'.voer'-s Naime
Lakewood Ranch Stewardship Distrlct	Phone	Oate	
June 27, 2019		
Address.	Job Name	
Waterside East-West Utilities		Job Numbe1
51817	
14400 Covenant Wa\						
C•
Lakewood Ranch	Staie
FL	Z,p	
34202	liiddress	
E:-.,s.t1ng Cvn!ri:11,ct t-Jo	Oa, 01 E• Stl,19 Contrac.l	Crty	Slate	Z,p	
You are hereby au!honled to perform the folloh· 1ng specifically described add,tmnal work	
Descriotlon	Quantir	Unit Price	Extended Price	
Additional Contract time, waiting on approved plan change far waler main blow•off					

					

					

					

					

					
					
TOTAL				$	.	

		Subtotal of Changes:		
		Overhead & Profit .		
		THE TOTAL CREDIT/COST FOR CHANGES NOTED ABOVE:	$	-	
TOTAL NUMBER OF DAYS AFFECTED BY THIS CHANGE:
Payment to be made as follows:	Per Contract Documents	30	Days	

Above ado,1,onal work to be performed under same conditions as specified m original contract unless otherwise stipulated. Date	20 	Authorized Signature	
	Io•.,,ne, signs hereI	
We hereby agree to furnish labor and materials - complete in accordance with the above specificaUon s. at above stated price.

Authorized Signature	Date	20---
1Conlr.ic10, signs here)

P!2!!,.. Tt1e ab,; t! p11:=@!i & !ilH!:c1r1t iiLions al tt,.Ls Ch.an!jl,-e OrdL!!r Requl!st .ar'!!' sa!,5,laC;!-:tr/ ar d: :11re- tier I) .ai:cect••" u J.1gn.c-<1 All - atil; i o oi,.rr,:,rm.,:, 11,11'\:llt It, !i me 11!fFT'll5- ,1r,ij i:-an-d1t!C'fi!i as
p i:1r1ad ., .>r1g.r al .c.::inr,ac! .Jrile-1;; a1he.r.,,.1s.'!:! :i!•pur.ate-	

CHANGE ORDER SUMMARY FOR 7/12/2019 BOARD MEETING

PROJECT: OWNER: CONTRACTOR:
SUMMARY PREPARED BY:

44TH AVE. EAST PHASE V

LAKEWOOD RANCH STEWARDSHIP DISTRICT

E.T. MACKENZIE OF FLORIDA, INC. STANTEC

DATE:	2-Jul-19

CHANGE
ORDER NO.	
AMOUNT	
DESCRIPTION:	

6	

$	(106,042 .00)	

OEDUCTI NG THE lORRA!N E ROAD IMPROVEMENTS THAT WERE INCULDEO IN THE ORIGINAL CONTRACT
THESE IMPROVEMENTS WERE ONLY AN EAST BOUND RIGHT TURN LANE ON LORRAINE ROAD AND ASSOCATED IMPR OVMENTS.	

7	

s	556,066.60	
ADDING THE BUILDOUT LORRAINE ROAD INTERSECTION IMPROVEMENTS. THESE IMPROVEMENTS INCLUDE EAST AND WEST BOUND RIGHT AND LEH TURN LANES AND ASSOCIATED IMPROME NTS. NOTE THAT THESE IMPROVEMENTS ARE TO BE PAID FOR BY MANATEE COUNTY VIA A PENDING
REIMBURSMENT AGREEMENT.	

8	

s	(14. 216.72I	

DEDUCTION OF 01RECT PURCHASED MATERIAL AND TAXES ASSOCIATED WITH CHANGE ORDER 7 (LORRAINE ROAD IMPROVMENTS).	

9	

$	247,568 00	

AODITIONAL OF ADDITIONAL WORK RELATED TO UTILITY MODIFICATIONS AND EARTHWORK BALANCINC ASSOCIATED WITH ADJACENT DEVELOPMENT.	

10	

s	(14.670.40)	

DEDUCTION OF DIRECT PURCHASED MATERIAL AND TAXES ASSOCIATED WITH CHANGE ORDER 119 .	

TOTAL OF
CHANGE
ORDERS=	$ 668,705.48

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 6
E.T. MacKenzie of Florida, Inc.

Change Order
No.
Date of Issuance:    ....:...;A,::p.:..;ri"'-1=-24..:..,,c...:2:..:0cc1..;;.9 	_   Effective Date:   _M'-a..y_    J.1_-"201_9	_

Pr1>1ect     44th   Ave East Phase I/	j
°".	ne,	Lakewood Ranch Stewardship District	lown •·s Contract No	
Conlract	12,964,432, 65	Dale or Conlracl January 12, 2018	
Contractor	E.T. MacKenzie of Florida, Inc.	Engineers Proiecl No 215613728	

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

Description

Credit for portion of Lorraine Rd/ 441h    Ave E Ph 5 Intersection part of original bid

Attachments: (list documents supporting change):

E.T. MacKenzie Change Orders No. 6 dated 4/16/2019.

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES:	

Or iginal Contract Price :

$ 12,964,432.65	

Or iginal  Contract Times     D Working days	■ Calendar days
Substantial completion 1days or da12i:	135/ 2301 350 Days Ready for final payment (d y,;  or dale)"		260/ 260/ 380 Days

[i &,'easej [Decrease] from previously approved Change [tncrease] [DesFea,a] from previously approved Change Orders
Orders No.	1	to No.	5	No.	1	to No._  _,5, 		_

$	(433,108.63)

Substantial complet1on 1days1:	90 Days
Ready for final payment 111aysJ	90 Days

Contract Prrce prior to this Change Order

$ 12,531,324.02

[ )	[Decrease] of this Change Order:

$	(106,042.00)

Contract Price incorporating th•s Change Order

$ 12,425,282.02

Contract Times prior to this Change Order
Substantial  completion {days or dater	225/ 3201 440 Days
Ready for final payment  (days  o< da,e,:	350/ 350/ 470 Cays

[Increase] [Decrease] of this Change Order :
Substantial completion (days or  dale1. ----·=0-   	_
Ready for final payment {days or da1e1. ----· 0_- 	_

Contract Times with all approved Change Orders:
Substantial completion 1days or da1e1.	2251 320/ 440 pays
Ready for  final payment (days m date1.	350/ 3501470 Days

RECOMMENDED  :	ACCEPTED:	ACCEPTED :

By-------------
Eng1n r 1AutMr.zM S,gnatore)

Date   	

0·,,ne, \AuthonZiM S,gnature,

Date

By.-------------

By---------------

Conlractor 1Au1hor<zed Signature)

Date   	

Approved by FundIng Agency 11t appl,cable1     	      Date.
!  .; ·    = K     . =·1-'  .; 1:i'7   3 <1,-1  {."'.atJ".i d,-N;_ol'l!l'J'll-4::uIne--tfcr,.41r,;;;i,._cr "", ..: n.4-1,:!..•.._;,_i;-Q,,j_- 1   :-C,(l_o+.:htCt •·• r411r,,._n1t,..pr,- -:r,l!-1 -!!C=t     _J:l!t"I  ;   !!• !!_.t,.-r.-:• 4n.t.•...olf("c1c_c •_, >!1_:.[, '.sc...:, ·JCI!

[.JCDC 1\o , C-IJ l (200? E:Jitionl
Prerur"<l b the Englnrers' ,Joint Conh ·acr Documenh C:onimittee an<l end,,rsetl b the
A,sodateJ Gcncrwl Cootrucfor, of America :ind the Construction S.!'_l!Cifkalion, ln"ilule.

Paf" I or 1

C.O. #6 - Lorraine Road/44th Ave. East Intersection - CREDIT
E. T.MACKENZIE COMPANY OF FLORIOA. INC.
6212 33RD STREET EAST BRADENTON, FL 34203

Date :	4.16.19

ITEM NO .

DESCRIPTION

ORIGINAL	C.O. i\6	CURRENT
ONTY.	CHANGES	ONTY.	UNIT

UNIT PRICE

C.O. #6
AMOUNT

I I

C .0 . #6 - CREDITS TO ORIGINAL 810 CONTRACT
Lo rraine Road/441h Ave. East Intersection

GENERAL

..

)

·• Orig iM I Oua11lity Oec.ressed Per Curran( Plan Changes

..

EARTHWORK
Di ! ch Reloc o tlc n (Lorra ine Ra .I tFtom Orig 'na l Sid Contract) Sod (From o, ;g;nol Sid Conlrocll
C.O. H . fAITHWORK SUI -TOTAL • CREOIT:
" Original Quanllty Decreased Per Cu,renl Plan Changes

I
7.30

I l l
(7l0)

.

LS
S•

s
'

2 n coo s
2.30    s
$

( 2.280.00)
(1,679 .00)
(3,959.00)

....

....

..

.-.

..

ROADWAY
Milled 4 Over lo\ ' ( l , 1.5 t::" yo nd c,:,ns:iuclicn linii l s}
2.5" Typ a S- 1 Aspna ll, Concr.,le ifir,I lii tj
1" S-IU Fiid ion Course (Se c o nd li!II
Rood Bo, (fDOI Group 9/
1r Slob  l f<zed   Subgrode IM;  n    LaR 601
f C u rb
,t' Conc re te Tr·o fic .Sep o ta lor
Tra  ffic  C  o n l ro  l 5°up(r,g  and  0  ov  em   e n t 1 '\c rk.ing-s (Inc lu ded   in Orr g l ri o t 5iJ l te m J
l ra'fic Con1rol Signa9e jlnd uded Jr, Origi noi 0:C lteml
C.O. 11G - ROADWAY SUB-TOTAL· CREOIT:
•• D ri gfnal Qllanlity Decreased PElr Current Plan Changes

960
l 135
1 , 135
I  l l5
1320
15
2 5

(960)
(1.135)
( l.1 3 5)
(1 , 135)
(1,320)
(75)
(2.S )

.

;
SY
w
SY SY U'
I F

$2200
; 11.so
ss.so
,-   00
57.00
,;10 .00
S29.00

ii 21  120.001
IS13052 501
11-o ?<2.50)
(.$ 138   90  ,00 )
[19 24D.OO) (P S0.00) (17 105. 00)

..

.

'

(l)
(1)

LS
t5

5 1 50.00
',.365.00

,l,!;1 50.00)
ISJ6S.CO)
($78,915.00)

..

....

..

D NAG5
2,· RCr Slorn1S2wer (mcludeo in Orig nal B,d11ernl
2 • Mlle,ed End (l'l cl ud" s Rip Rcp)l lnd u ded In O rig,nc l Bid Item)
S10<m Jun cli on Bo• (lnc:lud ed in Origl" cl Sid l•e m) SIQ(pl"l  G rt'."l! C tn le t L!n i.:lu deo  in  ono1nal    6 id   Uom ]
C.O, f G · DRAINAGE 5VB-TOTAl
.. Or1g,n al Quantity Deaeased Per Currenl Plan Chac,ges

I I> I I
I

( 146)
(1)
(l)
(\)

.

.

L f EA E.
EA

via.co
,     -6 15JXl
!3.15 500
R 3 .S5 .00

1 12.848 00)
(!2.6•5 00)
!   15StXll
1 2.365.00J
($21,013.00)

C.O , # 6 • CREOI  T  SUB -TOTAL S:	(S1 06,042 .00 )

C.0 . #6 • CREOIT • OVERAlL TOTAL:

($106,042.00)

C ons-t,uc llon  5 okeou t- i ocl.tJd  es record dmwingsp  repa red by
ljc ensed Lrvey Oi iri c omp !iun ce wi1 h M □nalee Cou"l:ly .!. SWf WMD }	
I		
I I}		.	
LS	
i	
215:iOO	
(2,155.00	
C.O. It; • GENERAL SUB-TOTAL • CREOIT:									,(S2,155 ,0.0)	

Page 1

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 7
E.T. MacKenzie of Florida, Inc.

Change Order
No. 	7	

Date of Issuance :	April 24 1 2019	Effective Date:	:..:.M:.=a:Ly-=3._,:.20:..1:..:9:, 	_

Pro1ect  44"' Ave East Phase V	lo-.mer Lakewood Ranch Stewardship
j	District	0,vner's Contract No	
Conuact 12,964,432.65	Oat• or Con1rae1 January 12, 2018	
cont,ac1or E.T. MacKenzie of Florida, Inc.	Eng,neers Pr<>Jec! No 215613728	

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

Descnpt,on Lorraine Road and 44"' Avenue East Intersection:
Revisions to Lorraine Rd/ 44'h A.,e E Ph 5 Intersection. Changes by Owners to limits and scope with credit for original bid quantities. Request for 90 days extension.
Attachments· (List documents supporting change)
E.T. MacKenzie Change Orders No. 7 dated 4/16/2019.

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:

Original Contract Price

$ 12,964.432.65	

Original Contract Times.    D Working days	■ Calendar days
Substantial  completion (days o, date):	1351 2301 350 Days
Ready for final payment 1days or date!	260/  2601 380 Days

(IRGfea&el (Decrea se) rrom previously approved Change [Increase) (Qes,ease] from previously approved Change Orders
Orders No	1	to No	6	No.	1	to No._ _,6'-----
SubstantIal completion idaysr	90 Days
S	(539 ,15 0.63) 		Ready  for final payment (daysj.	90 Days

Contract Price prior to th,s Change Order.

S 12,425.282.02

Contract Times prior to this Change Order-
Substantial  completion (days 01  dater	2251 320/  440 Days
Ready for final payment (days or date):	3501 350/ 470 Days

!Increase) fQesF8a&e) of this Change Order:

$ 	556_,{!66.6_Q	

Contract Price incorporating this Change Order·

$ 12,981,348.62

(Increase] {QeGFease] of this Change Order:
Substantial completion (days or date).	90 Days
Ready for final payment (days or date1:	90 Days

Contract Times with all approved Change Orders
Substantial completion (days or date)	315/ 410/ 530 Days
Ready for  final payment (days or dale):	4401 4401 560 Days

REcor,,.1MENDED:	ACCEPTED.	ACCEPTED:

By. --------------

Eng•nee r I Au\honzed S gnature 1

Date   	

Qv.r.er (Autho.-rzed S1gnalure i

By----------------

Dale   	

Contractor (Aulhorozr,d S,gnature J

By-------------

Date   	

App,Olled  by Fund,ng  Agency 11f apphcableJ 	Date
, .•:.   :;;   Y.r.. -.,t1X1 S?.!11<:..,r rru.cti:"'.J)r,,   -	7'1• n11·  r..allg  _Qo' Je<I. cc-.1"1_ -l,.,l -¼.      _ i _co-1_!! "::" -!:k::._ =irr•n•.,!.;rh-•NJK11}"",n.. ol) ncJl:_ r:ll•Qll1..11l•'n a.d,.fn%>•.   it::C.X.c  9-t·   i..ei-lNi':  S dee.•

[.J('DC No. l'-9-11 (21102 [ollrlo11J
Prepared b) the E11!,li11cen' Joint Co11tracl Documenh C'11mmltle a11d end.,r,ed b) the
.-\.,1uclatetl Gen rnl ('oah·:1c10r, of .-\mnka and the Con,trucrion S_!]ed/katiua ln,timte.

Page  I of I

C.O. #7 - Lorraine Road/44th Ave. EE1st lntersE1ction
ACKENZIE COMPANY OF FLORIDA. INC.
6212 33RD STREET EAST
ElRADENTON, f L 34203
Date,	4.16.19

ITFM	ORIGINAL	C.O.  #7      I  CURRENT	UNIT	C.0, #7
NO	ONTY	CHANGES   I    ONTY.    I UNIT	PRICE	AMOUNT

CHANGE ORDER #7
Lo rraine Road /44th Ave. East Intersecti on

GENERAL

C on 5 tr..Jc;1ior    si□r.e.:_:.u-1  t ric[viJ'='i re c;:c  f□ dr □¥,,1r  :Js p·e:::imt:it.J bt
l1c a1 ) e d ji,.r',.Ji!'t.:;:l irl ,,:;:.,,1"7p ·an-c wilh -lOl""IOie-e- Ccu"lt I l,. S\'if'NM[':", lBmpo1ory  E-ns.:;:i1    g    n i;:::y   & (ori- t•uclt,;:in E=n mrlce
P-er:-.c,monce & PO'jrnent B ild
i-------;-- IF,•aoded wa,rnnl ,· Bonci
C.O. #7 · G£NEI\AL SUB-TOTAL

LS	s	7 oJ-10.00  s	7,04000
1.5	s	I S25.00     s	1 825 00
LS	i	5520·'.IO   s	5.52000
LS	$	2 ;o,.)_00 IS	i ,SOO.oo
$1	16 ,885.00

... Per P Ian Changes

G&-ne-ral Cci"St  lnGea:H!I  1:: n □n,gG> t:v   lhic Dwflers to tr- ·1 m   1i :5- O'lc1
c-0;0.e of ......-1..1-r ,ol l'ie ton:: re Rd.t4 ih;,, ,e fmi, :., Five lt'i! • u ;•1•M'•·
.,.._i•r, LJCC.llt nJ:!plreti frarr1 tr!i m1g1n.i.:il D:d {lLJcnl1'1C'

THWQRK	I	I

·---

c 1ea rin 11 & Grubbi ng
rin1s-h Graa:I'),
D:tc - t'?c •ior (Lmro1r. Rd)
5c:j ilric:u 1_r"i_,q_ .-.-ol 3)
Hyc.Jlll>f' (I
Sill Ferce

.. Pe-r Plim Changes

f---- !---------- 	-·----C.O-.  U-· -EA-!IH-WO-R -SUH-OT-AL+-- --   -

2,171	I   _s	$	132:>5-'.:<)   s	J6 633,25

,

.s	Jl.3-IC.OO   s	J6,J4ll.00
$	2.2 G.OO  s	2,260 00
3.097	S'l	s	< 30     s	7\:/l.10
5.107	SY	s	O.',o    5	2,805 55
2,649	.F	$	12\l    $	3.176 .ao
s	88 ,.160,70

fmthwOJk Ccsl tncrnc51(1"§i C--icr:-gei b I lt;e 'J-,,.....111r lc H•e r1n·1 Qr,d
CDP;." c.-r    r.,.r .... :'.;.:It  lh      l,')'l.._"W"I  ci I  l,lli'l A\!i:!!   rm·   F-n r.., !'!" 1,tP.·	.-:IJ(',,1'"'
-..,.1P1 -::r di"ii opolieG !r:::irn he ,:i1;g1riG l:i,U --lU0 '111 t1c s
r-· ---+-----------------------+--------t-----t------+---+--

EXISTING PAVEMENT
1-1/ M1U1ng

ROAf)WAY

----·---

J,654	..3.6.::i-'"t   '	i .7	SN.66450

.S-1 l Fri:::Jio-. C.:::i...r -J  ji'1A:1i   n  i1re.J
D p•  - _::'. ; s:_!,I  _l '.,.. i:  9_;_ \_' - -= 1l);ll•  ..::..:::.:1I
NEW PAVEMENT
). · l'·;pu s.1 A.sp·T:ilt.;: c { ..:1·.: It 1';:1f· 1 l rr I"-;'"=".-.· 1d.-. ,-.
i -•1• Fnctior:. Covr II:!! !M111 ed -- -:=-:1
:;:;iad 13,o e [fDOT Vn.:i1J 9]
"2 S.1ob l-18'd :S,.,tgf:;d lM ..,_ I :l,.:- ,
r' □rid k::ap Romp jcumpe'E. ·.-.-1i T1.1 Ii --=1 1 r1_:_e,
F C !.Jr b Wo.ri.,j ;=;-or. Ed I

H- S  .-	3.6."       .sr	$,JOO 	529.232.00
12_3, 	  -;;i""l,     r   1.	! '9 .00	$23,310.00

-	-	•a

4.871	,If}:'"/	i,'6 .?7	S79.TIC.OO
4.872 ,-....	'.r	$ill:.\	S  0,191.00
4_8(8	.:I j.i.	S2S C>)	s121200  oo
4.,31	-1,;.,.:,1	;1?,00	559,1!16.00
◄	-1      =.•	S;3500	52,540.00
296	',:0-       ·'	20.50	So.008.00

r-•

F Curb. Mo::-: lied ti·or"1d i="ir:::·m ..: I

I	I	·4-·J	..;I

.r	!20,0J	5860.00

is srct,,l,,ed s1;0J'd '
Tro1tir: ::-o.r;lr.e:,' S't1pin;;;i or"'ld :::ir....::•. "Ir',•- r, 1 ,,,. _Jh"I" , Ir ._! 1 1t?-"• r!""i ,r "'f' .
Pt1;n1 iYnr ir:9!i- en lf'iiti::11 I ·II/
iroii1c C.:<'Jtru1 'S:griage
C.0 . 17 . OADWAY sue.TOTAL

411'11j	·-1HI     o•	SI I 00	$5,324 00

i21 22500	$21 225.00
,     1  2:·Jc-01	S  T ,210.00
5414,2   .50

.. P-er Pian Cha:119"-s

Povi.ement Co'!it lncteois-e-s: er- or g-1;!; b'r th _-.,,...• 1, 1...1·; c jl ._ 11•,, ·; _ rn
i co □e 0 1 .vctli: c1 t"le L.'jttOir"l;=-P.. J ,1 . t·, P-.J E::::i.,·, .!- - •• e 1:-t::?•;ia-:-··.::r""
-.,d'"I O!!!di+s. cippliod rrc.-ri 11"-J ::.ri• ,r-:;:I t:::·d .:i'L!c..:Jt1·1

24 " RC r Storm Sewel

DAA!NAGE

1« I	\-.0,,,,,x)	$ t .846.iJO

' Mlterea End llri<::l•Jdai io RapJ
Storm Ju Jic li □ n eo.-..
:;;::cds.ide Sw-=:Jle
Storr, G,ote 1ri1e'
STorfT' Sewer Ta!ti-r.g [Pa· l,,,,\tJralee C-ourry S.to dc d l
C.0 .      - UAAI/IAGESUB-TOTAL

f:.1\	!2.b•  :.n	$,',645.00
11	I :::;.,	$3,155 00	\J,'55.00

'

9B9 I	I	$:/ <,(l	ii.,n,o
t.:.	2  ..1t.)-00	$2,Jl>.5.00
,/'"'".	$2	001	i233  00
.$2,3 40

""' Per Pli3n Chang es

Drainage Cost Increases. Charig-2's by 1.t,,, e- ::Jwl"l H le !tie li,.	!ts or-:j
KOpe of ' ■" Ork ot tne l rrc·rie o /-44:h A·-1e. Eo5-l Pn. Fi...,e lr.t { ci101
wi1h cred1:5 oppr,ed hor- theocig·r-:JI oid quo11Mie

Po<)£ I

E.T,MACKENZIE COMPANY Of FLORIOA, ltl.C 6212 JJRO STREET EAST
BRADENTON, FL 34203

o,.,.,	-l1S.19	
ITEM		ORIGINAL	c.o. #1	CURRENT		UNIT	C.0.ff7	
"°	DESCRIPTION	,SN	CHANGES	QNTY.	UNIT	PRICE	AMOUNT	
.	POTABLE WATER							
.	Relocate t,;,1,og f:re cl•1drocl		'		., I   '	ii •>5.00	'	6.495 oa	
	'-'" '-J d,on, CG'n;;,lete					'	4,alQ.OC	'	4.810 00	
.	to•oble Wo:e• M<i F:tting,		'		"	'	1.no.oc	'	1,220.00	
	Chforinc•jor & P•e"u'"' e,ting :re• Morot " C<>un'1 5'cmdc:rd,;		'		"	'	220.0C	'	220.00	
	C.O. l • POTABLE WATER sua.TOTAL					'	12,745.0Q	
	Pe,Plafl Chara,es							
								
	foloble Waler Ced  lncr@ase,  Cho•.Jes by •ne  ::J-,mm, lo,h,o,..i,cdl!
and scooe o' wc•f o• •he _orrc,ine Rd /J41r Ava Co,I Ph							
lnlers c•;on							
			..					
.	MISCELLANEOUS CONTRACT ITEMS							
	Roqt.eSI r"' Md,r,oMI Calendar Days fur ctaange, 10 tn<! scope Iimils of tho
Lorraine Rd 144, A,e f. ln\e,-sec•ion				
OAYS		,	
							
-	£:er Plan Changes			..	----				
									
				C.0. #7- OVERALL TOTAL;	' S56,066.60	

I

LAKEWOOD RANCH STEWARDSHIP	DISTRICT

Change Order No. 8
E.T. MacKenzie of Florida, Inc.

Change Order
No.	§

Date of Issuance:        April 24, 2019	Effective  Date:   .....:.:M.:..:a:..iY. :3:.,_,_::2c:c0..:.19:::., 	_

P,oject     44th  Ave East Phase V	lo•,,ne,  Lakewood Ranch Stewardship
District	Owners Con1rac1 No	
Conlract. 12,964,432.65	1DaIe of Contract January 12, 2018	
Contracrn, E.T. MacKenzie of Florida, Inc.	En 1neers Pro1ec1 No 215613728	

The Contract Documents are modified as follows upon execution of this Change Order;

Oescnpr,on Lorraine Road and 44 1h Avenue East Intersection :
Tax deduction on materials purchased for revisions to Lorraine Rd/ 44,h Ave E Ph 5 Intersection. Changes by Owners to limits and scope with credit for original bid quantities.
Attachments: (List documents supporting change)·
E.T. MacKenzie Change Orders No. 8 dated 411612019.

 	CHANGE IN CONTRACT PRICE:	 	CHANGE IN CONTRACT TIMES :	

Original Contract Price

$ 12.964.432.65

Original Contract Times     D Working days	■ Calendar days
Substantial completion idays or dater	135/ 2301 350 Days Ready for final payment (days or dais)"		260/ 260/ 380 Days

!Increase) [DeGrease) from previously approved Change Orders No	1	to No _ ...7'-- .

(lncreasl!) [OecFeasa] from previously approved Change Orders No.	1	to No       7, 		_

S	16  915.97

Contract Price prior to this Change O rder.

S 12,981,348 62

Substantial comple!1on (days\:	180 Days
Ready for final payment (days)	180 Days

Contract Times prior to this Change Order
Substantial  completion Idays or date)	3151 4101 530 Days Ready  for final payment  1days or datei:	440/ 4401 560 Days

('- ]Dase] of this Change Order

[Increase) [Decrease] of this Change Order. Substantial completion (days or da1e1   	

      c•0,.;·:..... 	_

$	(14 ,216.72)

Contract Pnce incorporating this Change Order

$12,967.131.90

Ready far final payment  tdays or datel: 	·.::.O_- 	

Contract Times with all approved Change Orders:
Substantial completton  (days or date)	3151410/ 530 Days
Ready for final paym en\ (days or date):	4401 4401 560 Days

RECOMMEND ED·	ACCEPTED:	ACCEPTED:

By
Eng, ne,ar !Author,zeo S,g atureI

Date   	

By----------------
O"'ner (Authorize<J S,gnaluraJ

Date   	

Contractor 1Autnon2ed Signature I

By--------------

Dale   	

Approved by Funding Agency 111 appllcablei 	Dale

•  :! 1 ! ?   a,:1•1  .,  :::151:137 i !t•,:..-. ,	•1\,,:3,c;"'_;,. J Ml.       1.,1'1, ttl11i"i;, 1' ar.   o:_c,  .w   !lo' c    _.a-.i    , @--•_t_      o--a_- 1,1   • E-7z _t l!o1  Q"td.;c.l -rn•' t1"'1:t- r,.tel-t1t     Ql'r.111"4"_J..l ll'rr    ln, .".fr _•1w.-. t1 - ,IP!         CJ'"     !   -=•"'",;•·  .11,f! I<1 • 1•

"l";v:; -f!U'l'...,;f _(:9--,1 "-••l_ _;;i} I  !	,l-XI

£.!CDC o. C' -1141 (200? EdltinnJ
Pnpnn•d bJ· the £ngioee1·,' Joint Con tract Document, Cnrnmlttee and endorsed b - the
.-\ , rnd a t il GenPral Contracron or.--1.meri a and rho C'on,tru,·tion S_!)_edlirntio11s ln,tirute.

hge   I of\

C.O. #8 Tax Savings for 44th Ave. East, Ph. Five/Lorraine Rd. Intersection
E.T.MACKEt,\ZIE COMPANY OF FLORIDA, INC. 6212 33RD STREET EAST
BRADENTON, FL 34203

-

Dale:	U 6.19

CHANGE ORDER #a {Tax Savinas)
Lorraine Road/441h Ave . Ea,t Jntersect;on

. -

- - -

co a

I

ROM>BASE
Ro od B,o e ifOOT G<oup 91 """' f1oriclo She 'I
C,O, Ill · ROAD BASE SUS.TOTAL

2.140

._......

\$5 .% )

($12,852.00}
($12,852.00

TAX SAVINGS· ROAD BASE

C.O. ta · OVERALL • ROAD BASE SUB-TOTAL:

($13,823.12)

CO IIB

P!)TABLE WATER. (FERGUSON WATERWORKS)
P,)b   i:'I    W ::: r"er  .v .oi r,. r-11-r·•·: n  1 v'.  " a d   f r:-c \ J□r d . ,,/L   r ra :r-<:! !l1,i ,,   l H" A·:,:
E :_:. r- ,l'. 1,:e !n,• -=Ts \ · t1 1., n 1
c.o. •s • POTABLE WATE SUS,TOTAL

1

cu

$

iye  J     l l   s
,s

(56 0 .00 )
(SllO:OO)

co a

T AX·SAVINGS,a POTABLE WATER
T• • Savings on Poloble Waler I tems
C.O, Ill • TAX SAVINGS · POTABLE WATER SUB-TOTAL

. . -

I

LS	s

-C-,O, I & · OVERALL  POTABLE  WATER SUB -TOTAL:

;33 .BO, s
s

(33.60 )
133.60)
(593.60]

- - -

t·

-

. - ·
-· -
C.O. #8 • TA-X -SA-VIN-GS TOTAL ·

. ------,

($14 ,216 . 72)

ITEM			c.o.#a	CURRENT		UNIT	C.0 . 111!	I	
NO	DESCH!PT!n N	QNTY	CHANGES	QNTY	UNIT	PRICE	AMOUNT	I	

C0 #8	Tax Savings on Road Ba, e Item	1	LS	1$77\ 12 ) s	(771.12)	
	C.O," . TAX SAVINGS • ROAD IIASE SUB•TOTAL				($771.12)	

P;u;e 1

Change Order
No.	9

Date of Issuance:	April 24, 2019	Effective Date: May 3, 2019

PrnJect	441h Ave East Phase	V	Owner	Lakewood
District	Ranch	Stewardship	Ownecscontract No	
Contract	12,964,432.65	Dale of Contract January 12, 2018	
contractor E.T. MacKenzie of Florlda, Inc.	Engineer Pro;ect No 215613728	

The Contract Documents are modified as follows upon execution ofthis Change Order:

Desm t,on

Additional work completed to date with LWRSD approval including credits to prior change orders and additional quantities to items within the original bid contract
Attachments· (List documents supporting change):
E.T. MacK1mzie Change Orders No. 9 dated 4/1612019.

 	CHANGE IN CONTRACT PRICE:		CHANGE IN CONTRACT TIMES:	

Original Contract Price·

S  12  964 432.65	

Original Contract Times:   D Working days	■ Calendar days
Substantial  completion (days 01 date)·		13512301350 Days Ready for final payment 1day,; or da-te\	'• '°0/•02  60   00 1,JBao, 0 D0 a0 y,s_

[lncreas¢1 IDesFoase] from previously approved Change Orders No	1	to No. • --

'·-- ' " ' ·' ' ------

(Increase) [DesFease] from previously approved Change Orders No.	1	to No--• ---
Substantial completion (days1·  	21,s,OoDe,a»   	_
Ready  for  final payment /day,;!' 	1a8eOu.D,ay,, 		_

Contract Price pnor to this Change Order.

Contract Times prior to this Change Order Substantial completion {days 01 date1·   

,,1, ,c4e1s0•1c5a3s0s.,Doaoyosc_ _

512,967,131.90	

Ready for final payment {days or date), ,44aO,lc44=0cle5s60 Dea"y,s 	_

(Increase] [Oesrease] of this Change Order:

'•- 2 4 7 56 8 .0oOc 	_

Contract Price incorporating !his Change Order.

(Increase] [Decrease] of this Change Order
Substant,al completion (da,5 or date,:  	0 ••00-  	_
Ready for final payment (days or da1e1· --- ·eDc- 	_

Contract Times with all approved Change Orders:
Substantial completion Idays or date)	315/ 4101 SJQ Days

S 13  214 699.90	

Ready for final payment 1day,; or datei:_

_;440.,,cle44oO•lc5e6•0cDea,vc•L	_

RECOMMENDED:	ACCEPTED:	ACCEPTED.

,,-------------
E'>;llr>eer !Authorized Signature)

Date   	

O·,.ner 1Authonzed s,griatureI

,,--------------

Date·  	

Comraclor \Authorized S1gnalure)

s,--:,-----,-,---,,---­

Dale   	

Approved by Fundmg Agency i1f apphcableJ 	Date

E,ICD(" :"io. C-9-H (2002 £dlrion)
Prepared by the Engineer,' Joint Contract Document., Committee and endorsed b - the

Page 1 of l

 _\,sod tcd General Conrr-.1.cmr, of .--1.rnetk;o ,md the Coo,trm·rion Spedfkatiom h"ritute.	

C.0 . #9 • 44th Ave. East, Phase Five
E.T.l,'IACKl;'J'll!E COMPANY OF FLORIDA, INC 5212 33RD STREET EAST
BRADENTON, fl 34203

Dale:	4.16.19

ITEM NO.

ORIGINAL I C.O. Jl9 I CURRENT

OESCRIPTION

ONTY.

I CHANGES I QNTY.

I UNIT

UNIT PRICE

C.0 . 119
AMOUNT

CHANGE ORDER #9
AOD_ITION AL1ITEl.!'5    TO THE CONTRAGT • 44th Aw.  E: Ph.I:!••
Tr.re He 1 -wc1,;:!- "i'IO fl- c..oJ;ngs. wr;::n- w-e1 p-re!!..--,•e1 .1-!iv- r..,:t ,:] per
□ppr v ed com1n_Jf'.:"ior. ol □"'l':i 1Rev·.  1  j  w r@ (6rnoveu   &.. 1eii  ta11ad le: ne,..,, -e1e•;nl10.., pe• Caun ')i t E OR  cr,ong - rr..15 ,.,., Of<  ,',!.:JS apmD-.. E-d   on 3 14 19 o':i S.tJIR ·e ,11;rnr,1m ,..e .

LS

w.11e oo Is

60.170.00

A.ddiliof"J.ol f1tt1r:g1 were 'eQ1Jir d d.JFi!: to !:3lev::'11 on .=::range5 i'"'I tr.e
f=ir.i !,:i lcl•or1 or l ·.e st e •J..1Qtc1 'T"ain cas rL!J.5- u•i,j lhe.,-• in 111'.:' prn.!;::s.wrc p·pe'5. lo ov::;i..:I c•)=-:f11i;t w 1ri 111e;jl,, vnfi-c1r1 c:t"ior e; rh
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307900

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-s.tocl.:F)irF- IOC'L-:lt"on t1 t-ir, tr.e .,.o=,i!or .1,_,.1i;rr :in 1.;1r..:io r:v

36,000

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s

S 35 s

I 92.600.00

Co11 tr,.-:::::• r,r, !/a'k:isic:ut i..\c!::;f11oniJ l::n..r.g ,!. 05 b'=- t1rig for ,r c-,1·-ci
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10,58000

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pfap co.r to ·::r □ e abO',Jt::;--!.. LH:. ;OPIJ 't·e c.:,r1•1a;:-r t 11J 1t :r11 11.,lt...:

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J.280

2

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j_-:t   s

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1 1(ludeu 1n • 1 er c1,)i "'- ,1tro-.::::· t:M,j

5250.00

."\(JJ1[i..._'::l..j[      Cc,t·.Juil  'f•liJ1 r;"JI s. !ri;t...11:  r ,,  --:P.1• r.d C•:!-lai. 	11.:..:·mi r;_,i;
r::tan 70' too1age  :Jbol/ !.. b r',j""i-d l'",a ':::.)P""irr .:::;..:.: r  l"1d i1er· 1     tuicl

,oc,c

56ij
( 14,890)
( 14,690)
fJ . 160)
(9001

•. ',6'

L-

i---..   -   -+ F_,_□c   ,_!_J□cir,_ _0_ __1,_    c□  __2_2P_or___ E •  Jn_>_n_1,.:_-_, _ _  C_ _.O_.-_-   4J _ C_ R_EO_l_l
f='io.;e ::rni..i - o r-r-:.p □ ;: r ·.:: ;r'Tlpll•:ied ...,.,:i!·:a1_r-':!- ;n, C.O. ff 4 j - CREDIT
•.Jd,.:J c-una ! he o□ ..::" ,1::1 cfr Jnt:L r:: · ;i3 P1 & 02 - CREDIT
,, .. Fc,.1cc, CREDIT

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le

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2.30
I 2J

C.O. 119 • AOOIT!ONAL ITEMS SU!l,TOTAL.

$

,592.u0
(57,a26 50)
(6,700.50)
(7.268.00)
11.080,00)
247,568.Q0

t Pn-r Pl,m Cha as
----••0-E!'CfE!dS-8-Par-::>iari  C-ha-!!!!;,---- ------- ------+-----+-----+ 	+-

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Addtt!o:nal 0em,- Cod inr::,ea:ie 1Dec:,.ea:1@s. C?-:..1niy E.0 F. •e-.. ;r ,..., r:l'.Jl'iar. ":, CQr>;;;lri...;..::11-:::'"'.    1n r,;  1"1C:..Jd l r"I Q ::.::t  or.- e; t:   l•1c o•..., r- e1 i, ·,;
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i

C. O . #9 • OVERALL TOTAL,

$

247,568!00

--

I;',

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Change Order No. 10
E.T. MacKenzie of Florida, Inc.

Change Order
No.	10

Date of Issuance·        April 24, 2019	Effective Date.

_M_ay_.3,1__2_01_9		_

Protect     441h Ave East Phase V	lo"'ne•  Lakewood Ranch Stewardship
District	o..,n r·s Contract No :	
Contrac! 12,964,432.65	Dale or Contra cl JanUary 12, 2018	
contractor E.T. MacKenzie of Florlda, Inc.	Eng,neer's Pro1 ct No 215613728	

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

Descr,pt,on

Tax deduction for materials purchased for C0-9 additional work completed to date with LWRSD approval including credits to prior change orders and additional quantities to items within the original bid contract
Attachments (List documents supporting change)
E.T. MacKenzie Change Orders No. 10 dated 4/1612019.

CHANGE  IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:

Original Contract Price· S 12.964.432.65

Original Contract Times:    D Working days	■ Calendar days Substantial completion 1da s or dater	1351 2301 350 Days
Ready for final payment 1days or dalcci.	2601 2601 380 Days

!Increase) (De.iFea6e] lrom previously approved Change [Increase) [QeeFease] from previously approved Change Orders
Orders No.	1	lo No.	9	No.	1	to No _-"9'-----
Substantial completmn Idays1·	180 Days
S	250,267.25	Ready for final payment rdays 1	1 BO Days

Contract Price p11or to this Change Order:

S 13,214.699,90

[ l	(Decrease) of this Change Order

S	(1 4,670.40)

Contract Price incorporating this Change Order:

$13,200,029.50

Contract Times prior to this Change Order:
Substantial completion (day,; or dale)	31514101 530 Days
Ready for final payment 1days or dale\	440/ 4401 560 Days

[Increase] [Decrease] of this Change Order·
Substantial completion fdays or dale1. 	-0-=----------
Ready for final payment tdays or datei: 		 	,•O:..·--------

Contract Times with all approved Change Orders
Substantial completion !days or date)	3151410/  530 Days
Ready for final payment 1days or date;:	440/ 4401 560 Days

RECOMMENDED:	ACCEPTED.	ACCEPTED:

Engineer 1Au1honzed Signature,

Date   	

By---------------

By---------------

0.-,ner 1Au1hor,z d S,gnature t

Date   	

Contractor I AuthoriiM Srgna1ure \

By---------------

Date   	

Approved by Funding Agency (If applicable 1 	Oats

\/ l 15..ij,ilct-' -!!':!1'!:0 I 3? 8'.-c-r, ,l' con ru.::·Jo-'1_Clt- u, ...<10C\.om-tn\i el".an,;if!_:ird evn_J.L- ·. >H1_ _ cv- 10_-1J9-:'"0--,!C_!•,-dl!!!duc1_ma! r s_.::D-'9_-l!!l-r,,ade-"T.1:1_": dc:_t"9J 1... .i_-'01 :_5 •

f:.JCDC 1'iu. C-9 1 (20ll2 [dition)
Prcpar.'<1 by lhe Engin ers' Joint ('on11·act Documents C'omminee anJ entlnr,e<l h the
.Assod:ileo.l General l'onlnctors of .-\me1·ic:1 and the Con<lrnctinn Sr_edflrntlno., In,tllul .

Page 1 of 1

C.O. #10 7rax Savings for 44th Ave. East, Ph. Five
E.T.MACKENllE COMPANY OF FLORID	INC.
6212 33RD STREET EAST BRAOENTON, FL	34203
Date:	4.16.19

CHANGE ORDER #10 (Tax Savinasl
44th Ave. East, PhllSP Flve

CO # t0

POMEll£ W,!!.TER .- ff ERGUS_O  N WATERWORKS!
Pota b "   Wa l er Main f itllng s lw /  lo ,i fl Incl ud ed]  [Ad d ltio '"lo l ntl1n g1   o l
c:-of--,{1 l riJ ";-ii :T=I
C,Q, 1 10 • POTABLE WATER SUB-TOTAL

I

cA

$

:1 ic • ..ic.X ) s
s

CO l 10

TAX SAVING _S - PO TABLE·WATER
T ax Savings en PotaDle W ater Items
C.O, ,   10 • TAX SAVINGS· POTABLE WATER SUB-TOTAL
C.O. 110 • OVERALL POTABLE WATER SUB-TOTAL:

-
-

-

1

LS	s

IBJOAOI 5
" S
$

113 ,840.00)
c, a,Mo.OQ)
-
(830.40)1
tu o:4qJ
(14,670-40)

I

I

r-

-

C.0 . IMO · 'fAX SAVINGS TOTAL:

$

(14,670.40)1

ITEM			C.O. 1110	CURRENT		UNIT	C.O. #10	I	
NO.	nr-iC;:.r""C-IDilf'lll'rLI	ONTY	CHANGES	ONTY	UNIT	PRICE	AMOUNT	I	

F- r.•

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Proposal
Fawley Bryant Architecture Waterside Park Place Pavilion

FAWLEY
BRYANT
ARCHITECTURE

SMART BEAUTIFUL SPACES
FAWLEY - BRYANT .COM

January 03, 2019

Lakewood Ranch Stewardship District 12051 Corporate Blvd
Orlando, FL 32817

VIA EMAIL: Tony Llambes tllambes@lwrcommerciaJ.com

Re:	Waterside Park Place Pavilion - Proposal for Professional Services

Dear Tony:

Fawley Bryant Architecture is pleased to present our proposal to provide professional services for the Waterside Place Park Pavilion project located at Waterside Place in Lakewood Ranch.
PROJECT
The project consists of a 2,300 SF pavilion that will include public restrooms, storage and a covered gathering space. A separate 450 SF structure will be designed to house pool pump equipment and chemicals. The buildings will reflect the architectural style of the surrounding buildings at Waterside.

INCLUDED A/E SERVICES
The Basic Services include architecture, interior design (minor), structural engineering, MEP engineering and fire protection plans for Schematic Design, Design Development, Construction Documents, Bidding Assistance and Construction Administration as a fixed fee. Specification Writing is provided by the same third party as LRK for consistency.
Management of the 3D design models by all other disciplines is to be hourly after the
completion of construction documents. All work on the management of the 3D models through construction documents is included in the basic services fee.

SCHEDULE
We anticipate a 10-14 week time frame to complete the scope of work listed above (based on the availability of Lakewood Ranch to meet and make decisions in a timely manner) plus the time for construction, which will be determined by the construction manager. FSA will schedule the work after receiving the signed proposal and retainer.

Preliminary Plan Development (two weeks)
Construction Documents (four weeks)
Bid Negotiation/Permitting (four to eight weeks, pending County plan review)
Construction Administration (up to six months, to be determined by the construction manager)

FAWLEY BRY ANT AR C HI T E C TURE   ,391 L.3kew0O,:J P':lnch 31,,o  St2  3,:,0 I Scirasota  FL  3'1240 1 941 3-B 4070
FL LIC   A  0002506

FAWLEY
BRYANT
AAO-IITECTURE

SMART BEAUTIFUL SPACES
FA W LEY - BRYAN T.COM

PROFESSIONAL FEES
The basis for A/E services and fees for the above scope of services are noted below and shall be invoiced monthly per the percentage of work complete. Based on recent project estimates for other buildings on the Waterside property, we estimate the following construction budget for both the pavilion and pool equipment structure to be $550,000. Should the scope, budget, and construction increase beyond these agreed terms the NE fee shall be adjusted accordingly.

$550,000 estimated construction costs AJE fee $40,361 based on DMS fee chart
Group "E" Less than average complexity - 7.34% fee.

A&E Fee Specification Writing

$40,361
.l.£500

Total Design Fee	$42,861

QUALIFICATION S
Civil engineering and landscape architecture are under separate contract. Other excluded services include Food Service, Security and Technology. Any of these services can be included as an additional service upon the request of the Owner.
Pool design and engineering is by others.
Geotech, environmental assessment services are by others.

If you have any questions, please call to discuss. If you agree to the scope, schedule, and compensation outlined above, please sign below and return a copy for our records as authorization to proceed. We look forward to helping you maximizing your project's full potential.

Sincerely,

Fawley Bryant Architecture

Authorized Signatory	Date Lakewood Ranch Stewardship District

Attachments:
Hourly Rate Schedule, Terms & Conditions, Reimbursables

FAWLEY  BRYANT  ARCHlTECTURE  53911_31.ewocd   R-,.n,::t-.  81•,d.  Ste  300        3arcis,Jt3   Fl    3J2.:!0   1   9-11343  -1070
i.. lll".'   /..A :>002506

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Proposal
The Rogers Group Fruitville Ln & Lorraine Road

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The Rogers Group
RESIDENTIAL & COMMERCIAL CONTRACTING

Ker Suh-contn  1ctors lo be utilized
l'n:ali1   Sign Dc ign	/\ luminuml.ctl cri ng & WaH:
Prcc1 io11 Power Sy:,;tcnh. In c. 1-:lcctn,·it} & Ligh1111g
Ba) Ill Bay S1t 11.:c 11 & Stllnc. I nc. Stuc..:,,. S t unc and l'rc..:a,t ,Jl\J Pa1111
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Pricing:

Cost Su m nrnry	
l'riCl'		

J\ l t, m11111.:111 Sign I 1\ J	$	74,709.00	
f\ l,·J  i.111 $  1   11  tE)	s	54,427.00	

E:1.clus ions:
Ek ,·t n(·.1I T1.:-ln li·om t rans funnc r Lo Jt111>.:t11>11 ho, ,1ppn)\i11rntdy 5 r1 from st n tn,11n1111cnr
Fill Jirl to be pnn iik•d by 01hcr
Landscap e .ind I rri at1011- Nn bid pn.n idnl
Bid b111ul and pc rf,1rm:111cc

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a Box 1429 Rive rview, FL 33568	613.415 .2447	www.rogersgroup fla.com	•    l 1   ,    ••	N • LU ll PJ i (1 1... UL '1. !..t:Jl/ ·
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RESIDENTIAL & COMMERCIAL CONTRACTING

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LAKEWOOD RANCH STEWARDSHIP DISTRICT

Proposal
Kisinger Campo & Associates, Corp.
1-75 Overpass Concept

KISINGER CAMPO
  I 
June 14, 2019

M r. Rex Jensen, Chairman LWR St ewardsh ip District, LLC 14400 Covenant Way
Lakewood Ranch, FL 34202

Re: Project Development and Environment (PD&E) Services for the I-75 Overpass Coneept Project Dear Mr. Jensen,
Kis ing er Campo & Associates, Corp. is pleased to provide Project Development and Environment (PD&E) services to the LWR Stewardship District, LLC for  evaluation of the 1-75 Overpass Concept.  The services will be performed in accordance with the following:

l . SCOPE SERVICES
Provide services in accordance with the enclosed "Scope of Services for Project Development and Environment [PD&E) Studies - Lakewood Ranch Boulevard Overpass over 1-75 to Cattleman Road" approved by the Sarasota County Board of County Commissioners.

')	SCHEDULE		
	Services are estimated to be completed in 24 months.		
3.	COMPENSATION		
	Compensation for the referenced services, shall be provided based on the lump sum amount
$1,041,355.	of	
4.	
INVOICES		
	Services shall be invoiced monthly for percentage of services completed.		
5.	
PAYMENT		
	Payment of each invoice shall be made within fifteen (15) days of the date received .		

v/1

We look forward to working with you on this project. Sincerely,

Paul G. Foley, P. E. President
LWR Stewardship District, LLC

Signature:	 	Date:    	

Name:	Rex Jensen	Title:	Chairman
'	rl,)tlJ	II

KISINGER CAMPO
I	- T

"

SCOPE OF SERVICES FOR

20[8
EXHIBIT A

PROJECT DEVELOPMENT AND ENVIRONMENT (PD&E) STUDIES
LAKE\VOOD RANCH BOULEVARD OVERPASS OVER 1-75 TO CATTLEl\'IEN ROAD

Sarasota Count)'

This Scope of Services discusses the responsibilities of Sarasota County ( hereinafter referred to as the
COUNTY) in 1he preparation of NEPA documents for the transportation facility described as follows:

Fi,i,mcial p,.oject ID: XXXXXX-X-XX-XX
Federal Aid Project No.: TBD
ETDM N(J.: TBD
Co1111tySeC-'lio11 :\'o.: S l .'1 3, T3(1S, Rll-:E: S7 1 I H. Dr,S, RJ9E
Britlge 1\'o.: N1A
Ruilrmul Crossin !Vo.: NIA Project Type: New Alignment Le<1<I Agency: OEM
Federal Fmuling: TBD
Antic:ipated Cl11ss ofActirm: Type 2 Cntegorical Exclusion

PD& F Scope ,)f Se1vic.e-. :I '6 l 8	Page A-I	FP ID: XXXXXX-X-XX-XX

Table of Contents
l.0  SCOPE OF SERVICES PURPOSE	6
PROJECT DESCRIPTION AND OBJECTIVES	7
PROJECT OBJECTIVES	7
PROJECT REQUIREMENTS  AND PROVISIONS FOR WORK	7
2.2. l Governing Regulations	8
Personnel	8
Lead Agency. Cooperating  Agencies and Participating Agencies	9
Quality Control	9
5 Submittals	9

ADDITIONAL SERVICES	10
Alternative Corridor Evaluation	10
Advance Notification	0
I  PUBLIC INVOLVE 'lENT	11
3.1.1	Public Involvement Program	11
3.1.2	Public InvolYement Data Collection ................ .. ....... . ................................ ............. I I
SCHEDULED PUBLIC MEETINGS	12
PUBLIC HEARING	12
COMMENTS  At,.;D COORDINATION REPORT	13
NOTIFICATION OF APPROVED ENVIRONMENTAL DOCUMENT	13
ADDITIONAL PUBLIC INVOLVEMENT REQUIREMENTS ......... .... ....... _	I
I REV lE W OF PREVIOUS PLANNrNG STUDIES	15
EXISTING CONDITIONS ANALYSIS	15
SURVEY	16
GEOTECHNICAL INVESTIGATION	16
TRAFFIC AN ALYSIS	16
SIGNAGE (N 1A)	2]
TOLLING CONCEPTS (NIA}	21
SAFETY	I
Crash Data	21
Safety Analysis	21
Documentation  of Safety Analysis	22
UTILITIES AND RAILROAD	22
PD&E Scope  of Servi.:<''-  3 (,  I	Pag:<! A-2	FPID: XXXXXX-X-XX-X

1 Utilities	22
Railroads (N I A)	22
ROADWAY ANALYSIS	22
Design Controls and Criteria	22
Typical Section Analysis	22
Geometric Design	22
Intersections Evaluation	23
Access Management	23
.6 Multimodal Accommodations ( N/A)	23
.7 Maintenance of Traffic	23
Lighting	23
IDENTIFY CONSTRUCTION SEGMENTS	23
TRANSPORTATION SYSTEMS MANAGEMENT AND OPERATIONS (NA)	23
STRUCTURES	24
4.1 3.1 Existing Structures ( N: A)	24
4.1 3.2 Structure Typical Sections	24
4. 13.3 Stmcture Design Alternatives	24
l4 DRAINAGE	2
4.1-l-. l  Floodplain and Em·ironmental  Permit Data Collection	24
4. t4.2 Drainage  Analysis .................... ..................................... .................. ...... ..,	24
4.14.3 Floodplain Compensation  Analysis	24
4.1-l-.4 Stonmvater Management Analysis	25
-l-.14 .5 Drainage Design (N/A)	25
4.1 -l-.6 Location Hydraulics Repmt	25
LANDSCAPING ANALYSIS (NIA)	25
CO:--JSTRUCTION AND RIGHT OF WAY  COST ESTIMATES	25
4.16.1 Constrnction Cost Estimates	25
-l-.16.2 Right  of Way Cost Estimates	25
4.17 ALTERNATIVES EVALUATION	26
-1. l 7. I Compara tive Alternatives  Eva Iuation ...... .......... ............... .. .........................._ 	26
4.17.2 Selection of Recommended Alternative	26
4.17.J Value Engineering (NIA)	26
4.18 CONCEPT PLANS	26
PD&E  Scop L'f Scrvics! :1 ' 6  18	Pag A-.1	FP ID: XXXXXX-X-XX-XX

.4. 18.1 Base Map	26
4.1 8.2 Alternatives Concept Plans	27
Preferred Alternative	27
Typical Section Package	27
Design Exceptions and  Design Variations	27
TRANSPORTATION  MANAGEMENT PLAN (NIA)	27
ENGINEERING ANALYSIS DOCUMENTATION	27
PLANNING CONSISTENCY	27
4.21. 1 Transportation Plans	27
4.21 .2 Planning Consistency Form	28
SOCIOCULTURAL EFFECTS	29
Social.	29
Econo1nic	30
.5.1. 3 Land Use Changes	JO
5 .1 .4 Mobility	30
l .5 Aesthetics	30
.5.1 .6 Relocation Potential	30
5.2 CULTURAL RESOURCES	30
5.2.1  Archaeological and Historic Resources	31
5.2.2 Recreational,  Section 4( f) ........  .............. ........................... ........................ _	31
5.3 NATURAL RESOURCES ......... . ..................... ........ .......... ....... .......... ......... .. ,	31
.5 . 3. 1 Wetlands	32
.5.3.2 Essential  Fish Habitat ( Nu\ )	32
5.3.3  Wildlife and Habitat.	32
.5.3.4 Natural  Resource EYaluation Report	32
.5.3..5 Water Quality	32
.5.3.6 Special Designations	32
.3. 7 Identify Permit Needs	33
5 .3.8 f am1land	33
PHYSICAL EFFECTS	33
5.4. l Noi5e	33
Tran5it Noise and  Vibration  Analysis (N/ A)	33
Air Quality	34
PD&£  Stl'Jl<! of Serv1i:c"   /6. IS	Page A-4	FPID: XXXXXX-X-XX-XX

5.4.4 Construction  Impact Analysis ....................................., 	34
5.4.5 Contamination	34
CUMULATIVE EFFECTS EVALUATION	34
PROJECT COMMITr-.,tENTS RECORD	34
6.0 ENVIRONMENTAL DOCUMENT	34

PD&E  Scupi::-  of   Service 3'6  I	Page A-5	FPID . XXXXXX-X-XX-XX

SCOPE OF SERVICES PURPOSE
The Scope of Services describes the responsibilities of the COUNTY when conducting Project Development and Environment (PD&E) Studies n cessary to comply with Florido. Department of Transportation ( FOOT) procedures and underlying laws and regulations and to obtain OEM apprO\·al of the Em·ironmental Document.

All activities encompassed by this Scope of Services include:

71.·la jor work groups include:

2.0 - Project Development & Environmental (PD&E) Studies
3.2 - M jor Highway Design
-1-. 2. I - Major Bridge Desi b'll - Concrete
4.2.2 - Major Bridge Design • Steel

Minor work groups include:

G. l	- Traffic Engineering Studies
• Sign i ng. Pnvement marking & Channelization
2	- Lighting
• Signalization
1	- Control Surveying
2	- Design, Right of Way, & Construction Smveying
9.1	- Soil Exploration
9.'2	• Geotcchnical Classification Lab Testing
9.3	• Higlnvay Materials Testing
9.4.1	• St,mdnrd Foundation Studies

The Project development process and all tasks i denti ficd in this Scope of Sernces must follow th
gu idance  provided in FDOT's current \·ersion of the PD&E l\lanual and FOOT Design Manulll (FD'.\I). As discussed in P.llrt 1, Chapter L of the PD&E Manual. t he PD&E Manual satisfies state and federal processes and incorporates the requirements of the National Em-iron mental Policy Act (NEPA}; fedcrnl law. regulations, and Executive Orders included in the FH\VA Federnl-Aid Policy Guide: and applicable sl'1.te laws and regulations  including Section 331)   .  155 of the Florida Statutes and Ruk Chapter  14 of the Florida Administr:itiw Code. As such, the Project documents prepared must comply wilh all applicable state and federal laws, regl1lations. and Executive Order s.

The Scope of Sen·ices defines the Project tasks to be performed consistent with the PD&E t\fanual and other pertinent rn:muals as specifically prescribed in Section '2. The Scope of Sen-ices also outlines work ac tiYities that \\'ill be the responsibility of the COUNTY and FDOT (District I and OEM).

Any documents requiring FDOT District I oversight revie\\' prior to being submitted to agencies or OEM will be noted in the scope. FDOT o\·ersight reviews will focus on high-le\·d conformance and are not meant to substitute technical or quality reviews of deliverables .'.lltd documents. The COUNTY is fully responsible for all work performed and work products developed under this Scope of Sen ices_

PD& E Sc1,pe uf Sen ·ic   31(, ·   I !\	Page A-6	FPlD. XXXXXX-X-XX-XX

PROJECT DESCRIPTION AND OBJECTIVES
Up to three alternative locations will be studied  for  a  new  roadway  connecting  the  extension  of Lakewood Ranch Boulevard (proposed) or Professional Parkway oYer Interstate 75 to  Cattlemen Road in Sarasota County . Florida.

The ob_jectiYe is to provide a new e.ist-west connection across the Interstate 75 limited access right-of­
\vay. north of the existing I-751Fruitvi!le Road interchange and south  of  the  existing  I-75,'University A\·cnue interc hange . The study will consider  improvements  to  Lakewood  Ranch  Boulc\'ard  and Cattlemen Road to accommodate new intersections with the new connecting roadway.

Included in the study will be consideration of a four-lane alternative  with  pedestrian  and  bicycle accommodat io ns . The roadway will include bridge structures spanning the Interstate 75 roadway. with consideration gi\'en to the multi-modal corridor and ultimate configuration of the limi ted  access  right-of­ way documented in previously approved NEPA studies

Up to three 15( l feet wide rural corridors shal I be developed for the p ro.i eel. For widening on the existing roadway corridor, all ,·iable alternati\'es and alignments shall be conside red .

PROJECT OBJECTIVES

The PD&E Study has the following projec1 ob_jcc  ti\'es:

To provide a new cast-west connection across the lntersrn.te 75 limited access right- of-way nonh of the existing[.75 'Frui td  l!e  Road  interch,:mge  and south of the existing[.75,' Un ivers it y A\·enue interchange.

The Pro_ject's impnct on the social, economic. cultural. n.itural. and physical erwironment, will be
.i.nalyLed and assessed in order lo dnelop the Location and Design Concept of the Project in accordance
\Vith FDOT  policy. proced ure, s  and  requ i rements .

Project documents and materials that have been prepared prior to the PD&E phase shall be rc Yiewed . The Efficient Transportation Decision  Making Process ( ETDM) Progranm1i ng Screen  Summary  Report shall be re\·iewed. including conunents recei\·ed from the Environmental Technical Ad\"isory Team (ETAT),  Lead Agency. and or any responses from  FOOT  District  l  pertaining  to  this Project.  Concepts  rind reports (e.g.. typical sections, alignments. pbnning reports)  developed  from  prior planning  studies  sh.ill also be reviewed. The COUNTY shall use resource agencies' comments to assess the h:\·el of effort for work  nctivities  required  to adequately address  potential  resources of concern  to this P_roiec t.

PROJECT REQUIREMENTS AND PROVISIONS FOR WORK

The appropriate le\-el of engineering and emironmental analyses will be conducted  related  to the anticip:ited Closs of Action for this Project, as outlined in the PD&E l\lanual, the FDM , and directed by the Projecl objecti ves. The level of analysis depends 011 complexity of the Project, leYel of controversy, potential for significant impacts. and degree and quality of information ' data a\·ailable. If the  Class of Action for the Project was not detennined during ETDM  screening,  the Lead Agency  wi!I  deteimine it after completion of the environmental analyses.
PD&E  Scc1pe  l1f Servic6 J 6·18	P.1gc A-7	FPID XXXXXX-X-XX-X

Governing Regulations
Services perfonncd by the COUNTY, or its agents. must comply with all applicable FDOT Manuals and Guideli nes. The COUNTY, or its agents, will use the latest editions of the following Manuals and Guidelines to perfom1 work for this Project.

Florida Statutes
Florida Adm i nistr at i \·e Codes
Applicable Federal Regulations. U.S. Codes. and Technical AdYisories
PD&E Manual
ETDM Manual
SocioCultural Effects EYaluation Handbook
Public Involvement Handbook
FDOT Design Manunl (FDM)
Interchange Access Request User's Guide
Highway Capacity Manunl {HCM)
Manual on Uniform Trn ffic Studies (tvI UTS )
:vfanual of Uniform Traffic Control DeYices (MUTCDJ
Minimum Standards for Design. Constructi on, and Maintenance Streets and Highways ( Florida Greenbook)
A Policy on Geometric Design of Highways and Streets
A.A.SHTO Guide for the DeYelopment of Bicycle Facilities
AASHTO Guide for the Development of Pedestrian Facilities
Highway Safety Manual (HSM)
Right of Way Mapping Handbook
Right of Way Procedures Manual
Sun·ey and :\1apping Handbook
Soils and Fow1dation H:rndbook
Electronic Field Book (EFBJ User Handbook
Drninnge Manual
FDOT Drainage Design Guide
Structures Manual
CA.DD Manual
Qual it y , Level of Sen·ice Handbook
Project Traffic Forecasting Handbook & Project Traffic Forecasting Proccdme No. 525-03!J- 1 ll
Traffic Analysis Handbook
Florida High,Yay Landscape Guide
Basis of Estimates Manual
Federal Transit Administration (FT Al and Federal Rail Administration (FR.A) Program Guidance
Project Management Handbook
FDOT Tmffic Engineering Manual

Personnel
The COUNTY will designate a Project Manager to represent the COUNTY for this Project. FDOT District I will provide staff for oversight re\'iews of docwnents. public workshop materials. and public hearing materials, as stated in the scope. FDOT District I staff will also be ,n·ailab!e to answer procedural questions, as needed .
PD&I:. Scope of Service,  .  (1  18	Page A-	FP I D: XXXXXX-X-XX-XX

The COUNTY must ensure that persons executing the work on this study meet the personnel quaIi fications ncccssnry to complete the required octi\·ities for this Scope of Services.

A Licensed Profession al Engineer in Lhe Stale of Florida shall sign and seal a II engineering reports. documents, technical special provisions, and plans as required by FOOT standards.

Lead Agenq·, Cooperating Agencies and Participating Agencies
The Lead Agency for this Pr ject is the Florida Department of Trn.nsportation - Office of Emironmental Management ( OEM).

Quality Control
FOOT r<!quires that all Project documents. technical studies. calculations, m.ips, reports. conceptual plans. design, and the Em·ironmental Document are correct and complete. appropriate for the intended purposes. and conform to requirements of this Scope of Services. The COUNTY will ensure that a Qua[ ity Control
t QC) process for this project is developed and adhered to.

Submittals
The COUNTY is resp011sib!e for det<!rmining the submittal schedule and re\·iewing any documents
µrepared by them or any of their agents. FOOT District ! will re,iew the draft suhmittals noted below and provide th<! COUNTY with review conm1e11ts and nppro\'als. as necessnl)·.

PD&E Provisions for Work:

Quality Control Plan
Project Schedule

Public lm·oln·ment:

Public lnvoh·ement Plan (also review by FDOT District I)
Public Hearing Transcript
Comments and Coordination Report
rvI<!eting Agendns, Handouts. Notes. and Srnnmaries

PD&E Engineering:

Project Traffic Ann.lysis Report (also review by FDOT District 11
Preliminary Engineering Report [also re\'iew by FDOT District I J
Location Hydraulics Report (LHR)
Pond Siting Repon (PSR)
Conceptual Design Plan Set (nlso re\·iew by FOOT District I)
Geotechnica! Repon
Typical Section Package (also revie\\- ond appro\·al by FOOT District I}
Bridge De\·elopment Report (also review by FOOT District I)
PD&E Scop<" l>fSew1c.;- - ·6118	P.ig<" A-9	FPID. XXXXXX-X-XX-XX

Utilities Assessment Package
Design Variations and Exceptions Package {also revie\v and approval by FOOT District IJ

Environment:

Environmental Document with support documentation (also review by FOOT District I)
Noise Study Report (also review by FOOT District I)
Level I Contamination Assessment Report (CSER)
Water Quality Impact Evaluation (WQIE)
Natural Resource Evahmt1on (NREJ (also re\'iew by FOOT District I)
Cultural Resources Assessment Survey {CRASJ (also review by FOOT District I l
Section 4(f) Documentation (also revie\\' by FOOT District ! )

General:

Project Commitments Record (also re\'iew by FDOT District I)
Planning Consistency Form (also re\'ie,,· by FDOT District I)

Upon completion of the Project. the COUNTY will transfer to FOOT in an organized manner, all project electronic files. data. maps. sketches. worksheets. and other materials used or generated during the PD&E Study in an acceptable portable storage drive.

ADDITIONAL SERVICES
The CONSULT ANT wi11 be requested to pro,·ide the fo I lowing additional se1Yices for this Project.

Alternative Corridor Evaluation
Alternati\'e Corridor EYaluation is not applicable for this project.

Advance Notification
Ach"ance Notifiention will be completed as part of the Project's ETDivl Programming Screen to be undertaken by FOOT District I.

PD&E ScL,pe of  Service :n,., I 8	Page A-Ill	FPID · XXXXXX-X-XX-XX

PUBLIC INVOLVEMENT
Public involvement includes comnmnicnting to and receiving inpllt from all interested and affected persons, groups, business owners, and government organizations regarding the development of the pro_i ect. The COUNTY or its agents will coordinate and perform the appropriate !eve I of publie
involYement for this PrQiect as ou tii ncd in Part 1, Ch pter 11, and Part 2, Chapter 4 of the PD&E
l\lanuaL and the FDOT Public Inw  h1cmcnt Handbook.

PUBLIC INVOLVEMENT

Public Involvement Program

The PIP must include a public involvement schedule and identify potcntinlly affected stakeholders and communities in the vicinity of the project to establish the appropriate outreach methods. Th is inc1udes considcrnt ion of the de1nographics of the Study Area and any reasonable accommodations including. but not limited to. disabled, trnnsit-dependent. limited English proficient (LEP), elderly. low income, or minority. The Sociocultural Data Report ( SOR) from ETDM will be attached to Lhe PIP. A sample template for the PIP is located in Part I. Chapter ti of the PD&E Manual. At n minimum, the PIP must include the following :

Project background
PrQject goals
Identification of elected officials and agencies
Identification of affected communities and stakeholders
Identification of media (e.g. le le\"ision. radio, newspaper) for 11C\\'S and or adYertisement
Proposed in\'O]\"etnent activities
Anticipated schedule of inrnlwmelll acti,·ities
Methodology for collecting and responding to public com1J1ents
Discussion of public comments will be analyzed and i ncorpo rated. as appropriate

FOOT District l will re,iew PIP. howner, the COUNTY will pro,·ide sign:1ture approval on this document.

Public Involvement Data Collection

The COUNTY ,md its agents will be responsible for collecting data specific to the public inrnlvemenL process and preparing responses to .in}' public inquiries received throughout th Project. The COUNTY and its agents will be responsible for maintaining and regularly updating both an electronic and paper public inrnlvement project file. which will document a record of all public invol vemcnt actiYities for the project.

The COUNTY and its agents are responsible for identifying and maintaining the Project mailing list that may include. officials and interested parties (any person or institution expressing nn interest in the project), affected parties, and potential permit and review agencies.
PD& E Scope L,f nv    ice 3 '(i  18	Page A-11	FPJD· XXXXXX -X-XX -XX

The COUNTY and its agents will be responsible for logistics associated with determining the location of and setting up for public meetings/workshops/hearings.

SCHEDULED PUBLIC MEETINGS
The COUNTY and its agents will be responsible for the preparation. scheduling, nttendm1ce, note taking, documentntion. and follow-up services for ench meeting, which may include:

l The Sarasota County Board of County Commissioners
3 Presentc11ions to the Sarasota-Manatee MPO ( includes associated technical and citizen committees, as applicable)
1 Alternatives Public Infonrntion Meeting
1 Other Public and Agency Meetings or informal meetings

For any of the listed meetings. the COUNTY and its agents are responsible for the preparation of the following:

Agendn
Presentation scripts
Handouts
Graphics for presentation
Meeting equipment set-up and tear-down
Display advertisements (the CONSULT ANT will pay the cost of publishing) FOOT District 1 will review
Leite rs for noti fie.iii on of elected  and appointed  oflicials, property owners, n nd other interested parties ( the CONSULTANT w iiI pny the cost of first clnss postnge)
Ne\\"S relenses or project fac1 sheets. COUNTY must review new releases nnd fact sheets al least two (2) weeks before the meeting or mail out
Meeting summnries pro\·ided lo the COUNTY no later thnn five (5) business days after the meeting
Preparation of response letters for COUNTY signnture on public comments

FOOT District I will prO\ ide comments and appro\"al on Alternatives Public Information Meeting rnaterinls at least three weeks prior to the workshop. The COUNTY and its agents will participate in briefing and debriefing meetings with FOOT District I staff related to the Alternatives Public Infonnation Meeting.

COUNTY \\"ill arrange for a suitable number of personnel with nppropriate technical expertise (based on project issues), to attend the Alternati,·es Public Information Meeting.

PUBLIC HEARING
The COUNTY and its agents are responsible for sending notifications to the Lead Agency, local governments. and regulatory agencies at least 25 but no more than 30 calendar days prior to the public hearing date.

PD& E Sc:L,ps: u f Ss:rvics: :i 6 l !\	Pag<':A-l:!	FPID: XXXXXX-X-XX-XX

Notifications to elected officials will be distributed by the COUNTY and may be signed by the County Manager. All other public officials notifications may be signed by the County Project Manager .

The COUNTY and its agents will be responsible for preparing a ne\vsletter for property owners announcing the public hearing. The newsletters will be sent to property owners at least 17 to 24 calendar days prior to the public heari11g.

The COUNTY and its agents are responsible for the following:

Public Hearing Notice and publication in the Florida AdrninislratiYe Register (FAR)
Notification on the COUNTY's Public Notice \\·ebpage
Identification of Lhe website(s) and/or locations where the technical reports and EnYironn,cntal Documents will be a\'ailable for public re\'ie\\
PowerPoint'Video Presentation with script
Proposed typical sections and aerials depicting a!temati\'e conidors and alternntiYe alignments
Hard copies of technical reports and Endronmental Documents
Meeting location signs
Brochures or handouts
Title VI compliance signs
NEPA Assignment compliance signs
Security (off.duty law enforcemen t), if needed
Display ad, ·ert isemcnts; any press releases and·or advertisement \Yill indicate that the meeting is a COUNTY activity
Expenses associated with arranging for a court reporter to be present and obtaining transcripts of comments made during the Public Hearing
Response to 1rnblic comments

COJ\'11\IENTS AND COORDINATION REPORT

The CONSUL TANT will prepare Comments and Coordination Report containing transcript. errata, and signed certification. as welt as documentation for nil public invol vement ac ti \·itie s conducted throughout the project in accordance with Part 1. ChaJltcr 11 of the PD&E l\11rnual.

NOTIFICATION OF APPROVED ENVIRONl\1ENTAL DOCUMENT
The COUNTY and its agents shall prepare a display adwrtisement for the notification of the Approved Em·ironmental Document. The COUNTY and its agents are also responsible for sending newsleller notific.itions to property O\vners notifying them of the Approved Environmental Document.

PD& I:: Sn,ps: ,, f Scn ·i t• _, <,· 1 l<	Pagt>A-1	FPID: XXXXXX-X-XX-XX

ENGINEERING ANALYSES AND CONSIDERATIONS
The COUNTY and its agents are r<!sponsible for engineering activities essential to developing and
e\·a lu at i ng Project al tcrnmi ves as outl incd in Part 2, Ch11pter 3 of the PD& E 1"1a nual and as specified in this section.

The COUNTY and its agents are responsible for verifying the purpose and need for the Project bnsed on the information obtnined from the exisling data. safety nnalysis, evaluation of existing conditions. evaluation of traffic projections, input receivi!d through the public involvement process and from the Programming Screen Summmy Report.

The COUNTY nnd its agcms shall develop and nnalyze conceptual dcsib'll alternatives to address the Project needs and objectin:s. Development of the conceptual design alternatives v,,jl[ follow Context Sensiti\·e Solution and Complete Streets npproaches. Based on engine<!ring :innlysis, th<! public involvement process. and environmental analysis. the COUNTY \viii recommend a proposed design concept to advnnce to th<! Design Phase.

REVIEW OF PREVIOUS PLANNING STUDIES
The COUNTY and its agents shall review nnd summarize previous completed (or concurrent) planning studi<!s and othi!r studies that ,Ir<! related to this Project and appropriately incorporate their results in the analysis of the Pro_j<!ct as d<!scribed in the PD&E M11n1111l.

EXISTING CONDITIONS ANALYSIS
The COUNTY and its agents will conduct field obsen·ations to re\·iew i!xisting field conditions. \·crify desktop data. and obtain additional dnta required to understand the Pr ject area, assess Project needs. identify physicnl and environmen1c1l constraints, develop and analyze Project altcmati\'CS, and assess conslrnct ability issues.

The COUNTY and its agents will collect data describing existing conditions and characteristics of the Project including roadw.iy geometrics, typical section elements. signalization and other operntional features. access features, right of way requirements, and other data applicable to modes and sub-modes of transportation, including walking,' pedestrians, bicyclists. pubtic transit users (incIuding transit vehic\es and riders ), paratrnnsit use r.s (carpools, rnnpoo ls, taxis. shuttles, jitneys, sehoo I buses, coneh buses), c1ncl freight (including loading/unloading and parking. emergency response ,·dicles, service vehicles, and freight hand Ier vchic!es).

The COUNTY and its agents will :inalyze existing conditions to identify and Yeril)' current tr:insp011ation deficiencies as they relate to the needs and ob_jecti\·es of this Project.

The COUNTY and will furnish necessary exhibits for use in this Project. such as a Project Location Map. Corridor Maps, and Concept Plans.

PD& E Scopt! of S<:rvici:s :1. 6 IX	Pag<: A-15	FPID: XXXXXX-X-XX-XX