Lakewood Ranch Stewardship District
12051 Corporate Blvd, Orlando, Florida 32817; 407.723.5900 www.lakewoodranchstewardship.com

BOARD OF SUPERVISORS	Friday, April 9, 2021 9:00 a.m.
LAKEWOOD RANCH	Schroeder-Manatee Ranch, Inc.
STEWARDSHIP DISTRICT	14400 Covenant Way
Lakewood Ranch, FL 34202

For those attending the meeting telephonically, the call-in information for the meeting is as follows:
Number:	1-844-621-3956
Participant code:	790 393 986# (New)

BOARD OF SUPERVISORS MEETING AGENDA

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

Consent Agenda
Minutes
March 5, 2021 Board of Supervisors Meeting
Engineer’s Report
Bid Award for Waterside Place – Park Exercise Equipment and Benches Award Recommendation Letter and Bid Tabulation
Bid Award for Waterside Place Park – Bridge Lighting Award Recommendation Letter and Bid Tabulation
Change Order No. 123 Stantec
Services Associated with Lakewood Ranch Stewardship District Waterside neighborhood & Drainage Support
Change Order No. 18 (Final)
E.T. MacKenzie of Florida, Inc. 44th Ave East Phase V
Reconciliation credits: BDC Shell & Aggregates, Dot Supply, Valmont, & Ferguson Enterprises
Change Order No. 12 (Final) Ryangolf Corporation
Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes Final Reconciliation (deduct hydroseed)

Change Order No. 9 Woodruff & Sons, Inc.
Waterside Place Boulevard and Waterside Place Park Earthwork Phase 2 – Pond Bank: Sod, clearing and grading
Change Order No. 1 (Revised) Woodruff & Sons, Inc.
White Eagle Blvd., Phase V
Revised pricing for grassing & curb items; removal of Structure S-130A ordered and shipped not needed
Final Reconciliation of Contract
Change Order No. 2 (Revised) Woodruff & Sons, Inc.
White Eagle Blvd., Phase V
Modify IBT Manholes: Raise MHs installed by others to revised plan grades. Includes new precast riser sections, filling low areas, grading to match existing slopes and bahia sod
Change Order No. 12
Westcoast Electric Services, Inc. Waterside Place Site Lighting & Electrical Install new electrical service to Building F
Change Order No. 3 SMR Farms, LLC Lorraine Road South
Relocate 19 additional Crape Myrtle trees, install 113 additional Variegated Flax Lily, install 1 additional Crape Myrtle +$9,081.
Delete from Original Contract 306 Sand Cord Grass, 97CY Mulch, 38,480sf Empire installed -$27,940
Change Order No. 3 SMR Farms, LLC
Rangeland, Esplanade to Lorraine
Delete from Original Contract 1 Mag and 7 Ligustrum and Delete from Change Order 2 - 17 Magnolia
Consideration of Agreement between the District and Cepra Landscape, LLC for Landscape and Irrigation Maintenance Services (Academic Ave & Lighterwood Trail)

Business Matters
Acceptance of the September 30, 2020 District Audit
Consideration of Bid Award for Waterside Place Park – Island Park Electrical
Award Recommendation Letter
Resolution 2021-18, Award of Contract
Consideration of Agreement between the District and Cepra Landscape, LLC for Landscape Installation Services and Materials (Bourneside Blvd North Ph. II)
Consideration of Agreement between the District and Irrigation Design Associates, Inc. for Irrigation Installation Services and Materials (Waterside Place Island Park)

Consideration of Agreement between the District and Westcoast Electrical Services, Inc. for Installation of Bridge Lighting (Waterside Place Park)

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

Other Business
Staff Reports
Manager’s Report
Attorney’s Report
Engineer’s Report
Change Order No. 10 Woodruff & Sons, Inc.
Waterside Place Boulevard and Waterside Place Park Earthwork
Install Volleyball Courts; Feb. extras: build berms south & west lake bank on island & volleyball cours sleeves and replace rip rap rock; Tree permit fees
Work Authorization
Universal Engineering Sciences, LLC Bourneside Blvd South Ph II
Concrete Compressive Strength for Cylinders Structural Steel Visual Inspection
Audience Comments Adjournment

LAKEWOOD RANCH STEWARDSHIP DISTRICT BOARD OF SUPERVISORS MEETING AGENDA
APRIL 9, 2021 AT 9:00 A.M.

SCHROEDER-MANATEE RANCH, INC.
14400 Covenant Way Lakewood Ranch, Florida 34202
Call in Number: 1-844-621-3956	Access Code: 790 393 986#

BOARD OF SUPERVISORS	DISTRICT STAFF 	

REX JENSEN	CHAIRMAN	DISTRICT MANAGER JANE GAARLANDT	PFM GROUP CONSULTING LLC TONY CHIOFALO	VICE CHAIRMAN / ASST. SECRETARY	DISTRICT COUNSEL JONATHAN JOHNSON HOPPING GREEN & SAMS SCOTT ALMAND	TREASURER / ASST. SECRETARY	DISTRICT ENGINEER MIKE KENNEDY	STANTEC
JIM SCHIER	ASSISTANT SECRETARY

ED HUNZEKER	ASSISTANT SECRETARY	JANE GAARLANDT	SECRETARY

Enclosed is the agenda of the Lakewood Ranch Stewardship District Board of Supervisors (“Board”). Meetings of the Board are open to the public in accordance with Florida law. Agendas can be reviewed by contacting the District Manger’s office at (407) 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 at least fourteen (14) days prior to the date of the meeting.

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

Following the public comment period, the Board will proceed to address agenda items that require the 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. If 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 Supervisors to express comments or concerns regarding items to be researched, considered or addressed by the Board or Staff. The Board may elect to receive Public Comment prior to adjournment of the meeting at the discretion of the Board Chairman.

Occasionally, certain items for decision by the Board are required by Florida law to be held as a Public Hearing, which will be indicated by a notice published in the local newspaper or mailed directly to impacted persons as the circumstances require. The Board will announce the opening of the Public Hearing on these agenda items and invite public comment on the specific item being considered under the notice of the Public Hearing. Public comment received during the Public Hearing must conform to the District’s Public Comment Policy. If needed, the Board may hold an 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. If you are hearing or speech impaired, please contact the Florida Relay Service at (800) 955-8770, which will assist you in contacting the District Office.

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

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Consent Agenda

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
March 5, 2021, 9:00 a.m.

Attending and constituting a quorum:

Tony Chiofalo	Vice-Chair/Assistant Secretary Scott Almand	Treasurer/Assistant Secretary
Ed Hunzeker	Assistant Secretary
Jim Schier	Assistant Secretary	(by phone) Also attending were:
Jane Gaarlandt	PFM Group Consulting LLC		
Christina Hanna	PFM Group Consulting LLC	(by phone)	
Brent Wilder	PFM Financial Advisors, LLC	(by phone)	
Kevin Plenzler	PFM Financial Advisors, LLC	(by phone)	
Jonathan Johnson	Hopping Green & Sams	(by phone)	
Misty Taylor	BMO	(by phone)	
Brett Sealy	MBS	(by phone)	
Sete Zare	MBS	(by phone)	
Scott Schuhle	US Bank	(by phone)	
Rob Engel	Stantec	(by phone)	
Debbie Byerly	SMR		
Bob Simons	SMR		
Garrett Hardy	SMR	(by phone)	
Roger Aman	SMR	(by phone)	

FIRST ORDER OF BUSINESS	Call to Order and Roll Call

Ms. Gaarlandt 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	Consent Agenda

Mr. Chiofalo presented the consent agenda.

Minutes
February 5, 2021 Board of Supervisors Meeting
First Amendment to the 26th Supplemental Trust Indenture
Engineer’s Report
Change Order No. 94 Under Specific Authorization No. 91
Stantec
East-West Force Main and Water Main Extension Project
Change Order No. 95 Under Specific Authorization No. 94
Stantec
1

Waterside Place – Boulevard and Park Phase Improvement Project
Change Order No. 94 Under Specific Authorization No. 91
Stantec
East-West Force Main and Water Main Extension Project
Change Order No. 219039 E York Bridge Concepts Waterside Place
Remove and Replace existing SS cable rails with uncoated SS Cables
Change Order No. 8 Woodruff & Sons, Inc.
Waterside Place Boulevard and Waterside Place Park Earthwork Jan. 2021 Extras – PVC Conduit; MJ Gate Valve
Change Order No. 3 Woodruff & Sons, Inc.
Rangeland Pkwy at LWR West of Lorraine Rd
Deduct Original Street Lighting Budget add Final Street Lighting Design Build Modification
Change Order No. 4 (Final) Woodruff & Sons, Inc. Rangeland Pkwy at LWR West of Lorraine Rd
Final Contract unbilled Reconciliation: See Asphalt, F Curb, Hydroseed, Silt Screen, Turbidity Barrier, Connect WM & Main to Exiting, Temp Jumber
Change Order No. 4 Woodruff & Sons, Inc.
Lorraine Road Master Water Main Final Reconciliation COs: Locate gas main, misc. changes, deduct FM; add stone to MWM; PL conduit; raise relocated FH
Change Order No. 10 Ryangolf Corporation
Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes
Additional Sodding (Including Swales)
Change Order No. 11 Ryangolf Corporation
Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes
Additional 4” Plug and Valve (1 to many on original credit). Credit RCP, Mitered End, DOT Headwall, Single Crage Control Structure, Silt Fence, Erosion Control Maintenance

On MOTION by Mr. Hunzeker, seconded by Almand, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved the items on the consent agenda.

THIRD ORDER OF BUSINESS	Business Matters

Consideration of Financing Matters Relative to Star Farms Project, Series 2021 Bonds
A. Other Matters (provided under separate cover)

Consideration of Financing Matters Relative to Sweetwater Project, Series 2021 Bonds
A. Other Matters (provided under separate cover)

Mr. Sealy noted that the work on the Engineer’s Report for both projects is progressing and documents will be presented for consideration at a later date.
There were no other matters to consider at this time.

FOURTH ORDER OF BUSINESS	Consideration of Bid Award for Waterside Place Park Pavilion and Splash Pad
Award Recommendation Letter and Bid Tabulation
Resolution	2021-17,	Award	of Contract

Mr. Engel noted that a change order related to this project is included on the agenda and presented the recommendation to award the contract for Waterside Place Park Pavilion and Splash Pad to The Rogers Group for the total bid amount of $2,121,749.41.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Resolution 2021-17, Award of Contract.

FIFTH ORDER OF BUSINESS	Financial Matters

Mr. Almand presented for the Board’s Consideration:

Draw Requests & Requisitions

Requisition List for Draw No. 20 Lakewood Centre North
Pre-Funding

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 20, Lakewood Centre North – Pre-Funding.

Requisition List for Draw No. 27 Lakewood Centre & NW Sector Series 2018 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 27 for Lakewood Centre & NW Sector.

Requisition List for Draw No. 13 Lakewood National and Polo Run Project Series 2017 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 13 for Lakewood National and Polo Run Project.

Requisition List for Draw No. 3

Northeast Sector Phase 2C Series 2020 Bond

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Draw No. 3 for Northeast Sector Phase 2C.

Requisition List for Draw No. 16
The Villages of Lakewood Ranch South Pre-Funding - Landowner/County Construction Funding Agreement

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District accepted the Construction Funding and approved payment of Requisition List No. 16 for The Villages of Lakewood Ranch South.

SIXTH ORDER OF BUSINESS	Compilation Report

There were no comments to the financial statements.
Mr. Chiofalo noted that the Audit Report is anticipated to be presented at the next meeting.

SEVENTH ORDER OF BUSINESS	Staff Reports

Manager’s Report – Ms. Gaarlandt noted that April’s meeting is scheduled for the 9th.

Mr. Wilder noted that the team is monitoring potential refunding opportunities for the Belle Isle Series 2011A and the Central Park Series 2010 Bonds and asked for the Board’s authorization to further explore those opportunities and report back to the Board at the next meeting.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District authorized the Vice Chair to direct Staff to explore potential refunding of the Belle Isle Series 2011A and the Central Park Series 2010 Bonds.

Attorney’s Report – Mr. Johnson noted that it looks like the lobbying legislation under Amendment 12 discussed at the previous meeting would be pushed to the 2022 session.
Draft legislation regarding online notices versus published notices is being drafted and watched.

Engineer’s Report - Mr. Engel presented for the Board’s approval:

Change Order No. 1 The Rogers Group
Waterside Place Park and Splash Pad
Value Engineering Deduction. Add Park Dumpster Construction

Mr. Engel confirmed that the reduced contract amount of $1,616,467.39 is within budget.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 1, The Rogers Group.

Change Order No. 2
Frederick Derr & Company, Inc.
Lakewood Centre CORE Phase 2 and SR-70 Turn Lanes 3
Lighting changes and material deduction

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 2, Frederick Derr & Company.

Change Order No. 1

Woodruff & Sons, Inc.
White Eagle & Malachite / 44th Ave E Traffic Signals
Adding Rangeland Parkway Turn Lane Installation at White Eagle Blvd.

Mr. Simons noted that this change order is part of the reimbursement agreement the District has in place with the County.

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 1, Woodruff & Sons, Inc.

Change Order No. 1 Ryangolf Corporation Blue Lake Road
Deduct Direct Material purchases

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 1, Ryangolf Corporation.

Change Order No. 1 ; Final Cepra Landscape
Academic Ave & Lighterwood Trail Additional: 187 Confederate Jasmine 3g, 9 Parsoni Juniper 3g, 12 Dwarf red Ixora 3g, 43,000Sq.Ft. Empire Zoysia (turf between sidewalk and curb: not originally included on plan)

On MOTION by Mr. Almand, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District approved Change Order No. 1; Final, Cepra Landscape.

EIGHTH ORDER OF BUSINESS	Supervisor Requests

There were no Supervisor requests.

NINTH ORDER OF BUSINESS	Audience Comments

There were no audience comments.

TENTH ORDER OF BUSINESS	Adjournment

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

On MOTION by Mr. Chiofalo, seconded by Mr. Hunzeker, with all in favor, the Board of Supervisors of the Lakewood Ranch Stewardship District moved to adjourn the March 5, 2021 meeting.

 	_	_	 	_	 Secretary/Assistant Secretary		Chairperson/Vice-Chairperson

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Engineer’s Report

--6Lakewood Ranch
-.:-	LWR DEVELOPMENT, LLC

March 22, 2021
File:	215610101 213

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

Via: E-Mail (rex.jensen@smrranch.com)

Reference:	Waterside Place - Park Exercise Equipment and Benches Contract Recommendation
Dear Mr. Jensen:
On March l 0, 2021, we received bids for the Waterside Place Park project for the exercise equipment and benches. The bids were received from Kompan, Inc.
Kompan, Inc. submitted a Base Bid of $41,498.77 for the exercise equipment and $17,294.47 for the benches. We have reviewed the proposals provided and determined that it is responsive, and we find the Contractor acceptable to perform the work on this project based on the information received.
Therefore, we recommend that Lakewood Ranch Stewardship District award the contract to Kompon, Inc. for the combined bid of $58,793.24.

�✓-

Sincerely,

Roger Amon, RLA Project Manager Tel: (941) 757-1574
E-Mail: roger.aman@lakewoodranch.com

Enclosure
C:	Bob Simmons, LWR Development LLC Kathy Horn, LWR Development LLC Mike Blockrick, LWR Development LLC
Jone Goorlondt, PFM Group Consulting LLC Jonathon Johnson, Esq., Hopping Green & Sams

Approved by LWRSD Board

Date

0312212021 • JVEGA	14400 Covenant Wav • Lakewood Ranch Flmida 34202
C:\Users\KHORN\AppDalo\Locol\Mlcrosofl\Windows\lPMeh!Coocnhee\:Co9n4len1l.-O7ull5o'o5k\-lY6BM5N7PI4M\le•l_r1�-amxen:_Jw9rs4d1w-tr7sd-:,,e.1c8-p-a7,k.�/':,1t ¥,691!1dequip benches_oword-rcmndtn_l:ompanJo 20210322 (002J.docx

SALES PROPOSAL

KOMPAN, INC.• 605 W Howard Lane Ste 101, Austin, TX 78753 • Tel 1-800-426-9788 • Fax 1-866-943-6254 * www.kompan.com

Site Location:	C017188
Waterside Park Place 7301 Island Cove Terrace Sarasota, FL 34240

Date 03/10/21
Expiration Date
Proposal No. SP82460
Project Waterside Park Amenity Center
Ship to State/Zip FL 34202
Customer Service Representative Erik Poulsen
Sales Representative Dara Sizemore
Payment Terms DEP50%&N30

--

Invoice-to:	C017188
Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch, FL 34202

Ship-to:
Waterside Place Park Attn: Roger Aman
7301 Island Cove Terrace Sarasota, FL 34202

Qty.	Item No.	Description	Net Price	
	
KPX120-3617G	
FREE RUNNER, Grey,IG	
3,493.50	
	KPX121-3617G	SIT UP BENCH, Grey,IG	1,623.50	
	KPX125-3617G	CROSS TRAINER, Grey,IG	4,513.50	
	KPX126-3617G	LEG LIFT, Grey,IG	1,887.00	

4	FSW20300-0900
A770158-128	BENCH, Grey,IG
SAFETY SIGN FOR KPX US	1,436.50	
1	A380544-99	SAFETY SIGN US		
	FRT-KOMPAN INC	Freight from KOMPAN Inc	1,218.20	
	CUSTOMINSTALL	Install of KOMPAN Equipment	12,328.46	
1,091	TFG-FL-GS-14-01	EWF&FF/CFH 14'/12'"'comp.	1,644.89	
1	FRT-OTHER	Freight- EWF/FF	578.00	
55	CUSTOMINSTALL	Install of EWF/FF per CY	2,030.60	
		Installed at each Fitness Station Along		
		Trail		
291	SITEWORK	Installation of 12" x 6" Concrete Curb	10,744.62	

Total		per LF	�41498J7'	
Comments:
Please read attached General Assumptions and Exclusion document for information on install/sitework. Please allow 8-10 weeks for product delivery upon order placement.
Includes Equipment and Install, EWF surfacing and concrete borders. No excavation.

fZf:tk

Summary:
Retail Price Discount	Net Price	
Subtotal - KOMPAN Products	15,292.34	2,338.34	12,954.00	
Subtotal - Other Products	0.00	0.00	0.00	
Subtotal - Surfacing	1,644.89	0.00	1,644.89	
Subtotal - Installation & other Seivices	25,103.68	0.00	25,103.68	
Subtotal - Freight	1,796.20	0.00	1,796.20	
Subtotal	43,837.11	2,338.34	41,498.77	

Estimated Tax Rate Total

{Applicable sales tax will be added unless a valid tax exemption certificate Is provided. This amount is only an estimate of your tax liablllty.)

Your acceptance of this proposal constitutes a valid orderrequestand includes acceptanca or KOMPAN's Terms and Conditions, receipt or which is hereby acknowledged by your signature.
To process your order, please sign and return a copy of this quote with the agreed upon deposit or purchase order for the full amounL
This quote may be withdrawn by us if not accepted by 05/08/21,
KOMPAN Products are "Buy American" qualified, and compliant with the Buy American Act ol 1933 and the "Buy American"provlslon of the ARRA of 2009.

KOMPAN Authorized Signature: Accepted By (signature):

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

Accepted By (please print):	---
Date:

o		If site requires installation of a drainage system within the proposed playground area, playground equip­ ment footing shall be Installed prior to the installation of the drainage system and playground footing locations shall take precedence over drainage system requirements.
Site layout and dimensions shall be based of KOMPANs 2D drawing or CAD drawings. Customer to pro­ vide site "benchmark" to be used for layout and final elevation calculations.
Unless otherwise noted on KOMPAN's SP, proposal assumes that there are no Prevailing Wages require­
ment on the project.
Any additional costs which maybe incurred during Installation shall be negotiated between Customer and KOMPAN in writing prior to the start of additional work. If written approval is not received during the time the installation crews are on-site, additional mobilization costs will apply.

Exclusions (Unless Explicitly Stated in KOMPAN Sales Proposal)
Stamped engineered drawings/calculations or costs to secure permits are not included, if required these costs will be added as a change order payable to Kompan.
Demolition and off-site disposal of any existing equipment or site amenities.
Any sitework, including but not limited to grading, excavation outside playground equipment footing and soils compaction and testing.
Concrete work outside of play equipment footing requirements.
Relocation of any existing equipment.
Any required drainage system for playground area.
Third party testing of materials and playground installation.
Site landscaping or trimming of vegetation encroaching within the play equipment and safety zones
Play area surfacing and base materials if not noted in KOMPAN proposal.
Installation of Poured in Place surfacing does not include the use of aliphatic binder, solid or custom col­ ors.
Site security during Poured in Place surfacing cure time and any vandalism which may accrue during sur-
facing cure time.
Borders for play area surfacing containment
Any required retaining walls for proposed play area.
Site storage for equipment.
Site safety fencing beyond standard four (4') foot orange construction fencing
Utilities site location services and/or relocation of any underground utilities
On site dumpster for disposal of shipping containers and general construction debris

KOMPAN, Inc.• 605 W Howard Lane Ste 101, Austin, TX 78753 • Tel 1-800-426-9788 • Fax 1-866-943-6254 • www.kompan.us

SALES PROPOSAL

KOMPAN, INC. • 605 W Howard Lane Ste 101, Austin, TX 78753 • Tel 1-800-426-9788 • Fax 1-866-943-6254 • www.kompan.com

Site Location:	C017188
Waterside Park Place 7301 Island Cove Terrace Sarasota, FL 34240

Date 03/10121
Expiration Date
Proposal No. SP82246
Project Waterside
Ship to State/Zip FL 3 4202
Customer Service Representative Elizabeth Lansing
Sales Representative Dara Sizemore
Payment Terms DEP50%&N30

Invoice-to:	C017188
Lakewood Ranch Stewardship District 14400 Covenant Way
Lakewood Ranch, FL 34202

Ship-to:
Waterside Place Park Attn: Roger Aman
7301 Island Cove Terrace Sarasota, FL 34202 United States

Qty.

11

4

15

Item No.	Description

HPG-CUSTOM	Redwood Bench, 4ft, IG
203-1076-1821197
HPG-CUSTOM	Redwood Bench, 4ft, SM
203-1076-1821201
FRT-OTHER	Freight- (15) Benches CUSTOMINSTALL	Install of (15) Benches

Net Price

7,909.00

2,876.00

1,634.47

4,875.00

Total

Comments:
Please read attached General Assumptions and Exclusion document for Information on install/sitework. Please allow 4-6 weeks for product delivery upon order placement.

17 294.47

Summary:

Subtotal - KOMPAN Products Subtotal - Other Products Subtotal - Surfacing
Subtotal - Installation & Other Services Subtotal - Freight
Subtotal

Net Price
0.00
10,785.00
0.00
4,875.00
1,634.47
17,294.47

Estimated Tax Rate
Total

(Applicable sales tax will be added unless a valid tax exemption certificate Is provided. This amount is only an estimate of your tax liability.)

Your acceptance of this proposal constitutes a valid order request and includes acceptance of KOMPAN's Terms and Conditions, receipt of which is hereby acknowledged by your signature.
To process your order, please sign and return a copy of this quote wilh the agreed upon deposit or purchase order for the full amount.
This quote may be withdrawn by us if not accepted by 05/09/21.
KOMPAN Products are "Buy American" quallfied, and compllant with the Buy American Ac! of 1933 and the "Buy American"provision of the ARRA of 2009.

KOMPAN Authorized Signature:

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

Accepted By (signature):

Accepted By (please print): --------------
Date:

KOM �N'f-

Let's play

General Assumptions
Pricing is based on all equipment being direct delivery to the project address identified in KOMPANs Sales Proposal (SP).
Placement of order into fabrication is contingent with deposit being received by KOMPAN as agreed to
during the pricing phase.
If cost proposal is to be considered as Tax-Exempt a current tax exemption form must be provided or on file at l<OMPAN main office.
Customer shall provide a lay down area for deliveries of materials within proximity of final installation site. Site access must be clear and unobstructed with at least ten (10') foot wide access to allow delivery of materials. Any size restrictions contributing to additional handling or downsizing of deliver trucks shall be addressed as a change of conditions and will be Invoiced as additional costs to the customer.
Installation site must be level to no more than one (l") inch in then (10') feet slope or change in elevation
over the full length and width of the playground area.
Price assumes NO overhead obstructions within thirteen feet, six inches (13'-6") or lower and NO under­ ground utilities or obstructions within the playground footprint.
Solis are to be suitable for the installation of all playground equipment and surfacing and compacted to
95% compaction  prior to installation crews arriving on-site.
All underground utilities, boulders, rock ledge or other obstructions not visible without subsurface Inves­ tigation shall be considered "unforeseen conditions", all c osts shall be Invoiced to the customer as a change order to the contract.
All spoils generated during the excavation of footings shall be disposed of on site at no cost to l(OMPAN.
Customer to provide at no additional costs a 120 V (15 amp) power source and standard hose bib connec­ tion for water supply within one hundred (100') feet from work site.
Customer shall have removed all existing equipment or obstacles from playground area prior to the arri­ val of the installation crews.
Time is of the essence in the installation of all materials delivered  to project site. KOMPAN shall have de­
livered all equipment and materials as scheduled to project site. If delays to the installation schedule ac­ crue outside KOMPANs control equipment shall be delivered to project site as scheduled and equipment and materials invoiced at the time of delivery. Unless additional storage arrangements are made in writ­ ing between Customer and KOMPAN, additional costs may apply. Unloading of equipment and materials shall be performed by the installation crews at the time of installation. If site is not ready for Installation by cause outside of KOMPAN, it will be the responsibility of the Customer to off load and store equip­ ment and materials at the project site. KOMPAN shall not be held liable for offloading costs, storage fees or equipment damage.

l<OMPAN, Inc.• 605 W Howard Lane Ste 101, Austin, TX 78753• Tel 1-800-426-9788• Fax 1-866-943-6254 • www.kompan.us

If site requires installation of a drainage system Within the proposed playground area, playground equip­ ment footing shall be Installed prior to the installation of the drainage system and playground footing locations shall take precedence over drainage system requirements.
Site layout and dimensions shall be based of KOMPANs 2D drawing or CAD drawings. Customer to pro­ vide site "benchmark" to be used for layout and final elevation calculations.
Un'less otherwise noted on KOMPAN's SP, proposal assumes that there are no Prevailing Wages require­
ment on the project.
Any additional costs which maybe Incurred during installation shall be negotiated between Customer and KOMPAN in writing prior to the start of additional work. If written approval is not received during the time the installation crews are on-site, additional mobilization costs will apply.

Exclusions (Unless Explicitly Stated in l<OMPAN Sales Proposal)
Stamped engineered drawings/calculations or costs to secure permits are not Included, if required these costs will be added as a change order payable to Kompan.
Demolition and off-site disposal of any existing equipment or site amenities.
Any sitework, Including but not limited to grading, excavation outside playground equipment footing and soils compaction and testing.
Concrete work outside of play equipment footing requirements.
Relocation of any existing equipment.
Any required drainage system for playground area.
Third party testing of materials and playground Installation.
Site landscaping or trimming of vegetation encroaching within the play equipment and safety zones
Play area surfacing and base materials if not noted in KOMPAN proposal.
Installation of Poured In Place surfacing does not include the use of aliphatic binder, solid or custom col­ ors.
Site security during Poured in Place surfacing cure time and any vandalism which may accrue during sur-
facing cure time.
Borders for play area surfacing containment
Any required retaining walls for proposed play area.
Site storage for equipment.
Site safety fencing beyond standard four (4') foot orange construction fencing
Utilities site location services and/or relocation of any underground utilities
On site dumpster for disposal of shipping containers and general construction debris

KOMPAN, Inc. • 605 W Howard Lane Ste 101, Austin, TX 78753 • Tel 1-800-426-9788 • Fax 1-866-943-6254 • wwwkompan.us

Home	Paflsade Single Contour Redwood Bench

A, 	V

Best regards,

--6Lakewood Ranch
-�	LWR DEVELOPMENT, LLC

March 22, 2021

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

Reference:	Waterside Place Park - Bridge lighting Contract Recommendation
Dear Mr. Jensen:
On March 10, 2021, we received a proposal for the Waterside Place Park project for the bridge lighting. The proposal was received from Westcoast Electric Services, Inc.
Westcoast Electric Services, Inc. submitted a Base Bid of $32,455.00 for installation of the bridge lighting. We have reviewed the proposal provided and determined that it is responsive, and we find the Contractor acceptable to perform the work on this project based on the information received.
Therefore, we recommend that Lakewood Ranch Stewardship District award the contract to Westcoast Electric Services, Inc. for the amount of $32,455.00.
Sincerely,

Roger Aman, RLA Project Manager
Tel: (941) 757- 1 574
E-Mail: roger.aman@lakewoodranch.com

Enclosure
C:		Bob Simmons, LWR Development LLC Kathy Horn, LWR Development LLC Mike Blackrick, LWR Development LLC
Jane Gaarlandt, PFM Group Consulting LLC Jonathan Johnson, Esq., Hopping Green & Sams

Approved by LWRSD Board

Dote

0312212021 • JVEGA	14400 Covenam Wav • Lakewood Ranch' Florida 34202

C:\Usors\KHORN\0esklop\Cor,lrocl Recommendation wr;. Bee Bridge U_9 hllna;d6c1t
Phone: 94-1-155-6574 • Fax: 941-758-7796

March 24, 2021

WESTCOAST ELECTRIC SERVICES, �C.
2745 Commerce Parkw_ay Nmih Port, FL 34289 License #EC0003164
(941) 429-4900 Fax (941) 429-9980

To:	Lakewood Ranch Stewardship, District 14400 Covenant Way
Lakewood Ranch, FL 34202 Attn:	Roger Aman
Re:	Waterside Place Site Lighting and Electrical
Bridge Lighting options

Roger,
Please review the pricing for the pending cbang� order for the above referenced project.
Four options for bridge lighting are priced below. Each option includes all materials for installation such as conduit, boxes, wire, controls and fasteners. No dimming of lighting for any ofthe options has been included. No GFCt receptacles are provided in the first 3 options.

/7

� OPTION 1 Dirigo lighting. The product shown in the bid plan is not capable of row
mounting and therefore Envision Lighting provided.  pricing to me for "Dil'igo M2"  which is
capable ofrow mounting.  The drivers for these are remote mountec:I and will be hidden as much as feasible.
Total $ 71,421.00

OPTION 2 BEGA Lighting.
Total $ 49,642.00

/;7f OPTION 3 STERNBERG L ighting (round based - no speaker or camera provisions).
pY Total $ 29,706.00
N.	OPTION 4 STERNBERG Lighting with GFC1 receptacle on pole. (round based - no speaker

Sincerely,
Randy Rude, V.P., Project Manager, Westcoast Electtic Services, Inc.

1130ALED / 1130BLED RIPON SERIES

EPA	7 YEAR
1.28 (It') WARRANTY
WEIGHT 42 LBS

LUMEN RANGE 8,160 to
10,225

LIFE SPAN L70 MINIMUM
100,oob HOURS

UL	CLICK	RATED LISTED	FOR FAQ's IP65

JOB llAME FIXTURE TYPE MEMO

-	- ---- -	.
.	.	. BUILD/\ PART NUMBER
ORDERING EXAMPLE: 2A-1130ALED-5P-24L40T5-MDL014-A-PEC-FH D/BOPM/4212FP4/SCC/!31<T

Fixture

Filter	LEO	CQT

,, OpU9n
Driver	Lens '; Control
ijecepJacle

Oplioit    Oplio�'   Oplio_n   DPl!On
, .,,n ro	.,,

Mounting Configuration
(CUch here ,o lfnt? to mounting conl'lgurallon specification paQe)

GFI ISA Duplex GR for Utlllty Fitter
TB' Terminal Blocti

The luminaire shall be appointed with a cast aluminum decorative torch finial. The luniinalre

IW
PT
IA
IAPT

2A
2A90
2APT
3A

· 3A90
3APT
4A
4APT

JAM
2AM
4SOPB

HSS House Side Shield
BLOC Baell Llgnt Optical Control
1 For 900 series udlfty /iuer only.
Requires concrol receptacle.
1 Ships loose for lnscallaclon In.base.

-sh all be U.L listed In U.S. and Canada.

Fitter - Standard
The Iiteer shall be heavy wall cast aluminum,

W • Vl(all Moun, PT- Post Top A• Arm Moun, AM• Arm Mid­ Mount PD s Pier C3ase

Fixture
• 1130ALED	• 1130BLED
Fitter

Arm (Cllch har• ,ollnhto arm spoclficatlon page!
See Arms & Wall Bracllets specification sheets.
• SO	• 80	• 6236	• TASCR
• 478	• 480	• 579	• BA
· 70	• 55	· TA

356 alloy For high tensile strength. It shall have an 8-1/2" inside diameter opening to attach to che 8" necti of the acorn globe. When 0rdered with a Sternberg aluminum pole, the litter shall be \Nelded· to the pole top or tenon for safety and to en.sure the fixture will be plumb, secure and level over the life of the installation. The

•SP	•992
•990
•991
LED

•BD7
·BD4	·OL3
·8D5	·OL4

·C2097

Pole (Cllclt here [O llnh to pole specification page)
See Pole specification sheets.

Finish JCllch here,aview paintfinish sheet)

liner shall have a one-piece ring bug gastlet to resist Insect penetration into lamp assembly.

900 Series Utility Fitter Option
The fittershall be heavy wall cast aluminum,

· 24L	• I6L	• 12L
CCT - Color Temperature (I()
• 27(00)	• 30(00)	• 40(00)

Type

50(00)

Standard Finishes•
Bid" Blach Textured
WHT White Textured
PGT Partl Green Textured
ABZT Architectural Medium Bronze Textured
DBT Darti Bronze Textured

360 die cast alloy for high tensile strength. le shall have a 9-1/4" inside diameter opening to attach to the 8" nectl of the acorn globe. It shall have a hinged, tool-less entry door that
provides open accE)ss to all ofthe components. The 900 series shall have an oi;,tional terminal blocti for ease of wiring, an optional Twlst-Locti

T2	· TI
Driver

TS

1111 Smooch finl.shes are available upon request
Custom Finishes'
CM Custom Match

Photocontr.ol receptacle, an optional single GFCI outlet for auxiliary powerneeds. The top mo_unted driver mounting plate shall be cast

MDLOlB' (I20V-277V, IBOmAI
MDHOlB' (347V-480V, I80mA)
MDL014 (120V-277V, I40mA)
MDH0I4 (347V-480V, I40mA)
MDL0082 (120V-277V, 80mA)
MDH0082 (347V-4BOV, 80mA)
1 24L system only•.
1 l2L system only.
Lens
A (Acrylic)	• P (Polycarbonate)

Options IClich here to view accessorle• •heel)
R73 7-Pin control receptacle only
PE' Twist-Locti Photocontrol (120V-277V)
PE44 Twist-Locti Photocontrol (347V-480V)
SC2 Shorting Cap
PEC Electronic Button Photocontrol (120V-277V)
PEC4 Electronic Button Photocontrol (480V)
FHD5 Double Fuse and Holder

01 Old Iron
RT Rust
WBR Weathered Brown
CD Cedar
WBI< Weathered Blacti
TT Two Tone
1Custom colors require upcharge.
Sternberg Select Finishes
VG Verde Green
SI Swedish Iron
OWGT Old World Gray Textured

Specifications
Fixture
The luminaire shall feature a fully cast alumi­ num decorative cage s_urroundin•g the acorn. The cage shall consist of16 Victorian panels on the ring and 4 slender "Y" shaped supports.

aluminum and provide tool-less removal frnm the housing using 2 linger latches. The litter shall have a one-piece ring gasRe.t to resist Insect penetration Into globe assembly. When supplieq with GFCI receptacle a hole will be provided for cord and plug'installation with the access door closed. When cord and plug Is not In use a filler plug will be provided and shall
be tethered to.the litter For easy re<:overy and installation.

LED's
The luminaire shall use high output, high brightness LED's. They shall be mounted in arrays, on printed circuit boards designed to maximize heat transfer to the heat sinti
surface. The arrays shall be roofmounted to minimize up-light. The LED's and printed cir­
cuit boards shall be 100% recyclable; they shall also be protected from moisture and corrosion
Seenexcpage

800-621-3376
555 Lawrence Ave., Roselle, IL 60172 info@stemberglighting.com www.sternberglighting.com

---·�-··--��:iAA-

1130ALED / 113013LED RIPON SERIES

by a conformal coating ofl to 3 rnils. They shall not contain lead, mercury or any other hazard­ ous substances and shall be RoHS compliant.
The LED life rating data shall be determined in accordance with IESNA LM-80. The High Performance white LED's wlll have a life expectancy ofapproximately 100,000 hours with not less than 70% of origin al brlghcness (lumen maintenance), rated at 25"C. The High
Brighthess, High Owtput LED's shall be 45001< (35001( or 2700I( option) color temperature with a minimum CRI of70. Consult factory For custom color CCT. The luminaire shall have a minimum	(see table) delivered initial lu­ men rating when operated at steady state with an average ambient temperature of2S'C (77"F).

Optics
The luminalre shall be provided With individual, acryllc, refractot type optics applied to each LED. The luminaire shall provide Type	(2, 3, 4 & 5) light distribution per the IESNA clas­ sllicatlohs. Testing shall be done in- accordance with IESNA LM-79.
BLOC Optic: An optional "Baell Light Optical Control" shieJd can be provided at the factory. This Is an internal optic level "House Side Shield" offering signili�ancly reduced bacl-i-

Performance

light and glare while maintaining the original design aesthetics of the luminaire.

Electronic Drivers
The LED driver shall be U.L Recognized. It shall be securely mounted Inside the lixture, For o·ptlmized performance and longevity. It shall be supplied with a quicl-t-disconnect electrical connector on the power supply, providing easy power connections and fixture installatioh. It shall have overload as well as short circuit protection, and have a DC voltage output, constant current design, S0/60HZ. It shall be supplied with line.ground, line-neutral and neutral-ground electrical surge protec­ tion in accordance with IEEE/ANSI C62.412 guidelines. It shall be dlmmable using a 0-IOv signal.
For sources over SOw: The driver shall have a minimum effi.ciency of 90%. The driver shall be rated at full load with THD<20% and a power factor of greater ttian 0.90. The driver shall contain over-heat protection.
For sources under SOw: The driver shall have a minimum efficiency of88%.

Photocontrols
Button Style: On a single assembly the pho­ toconcrol shall be mounted on the fixture and pre-wired to driver. Ori multiple head assem­ bly's the photocontrol shall be mounted in the pole shaft on an access plate. The electronic button type photocontrol is instant on with a 5-10 second turn off, and shall turn on at 1.5 footcandles with a turn-off ac 2-3 Fooccandles. Photocontrol is 120-277 Vl!llt and warranted for
-6 years.
Twist-Locti Style: The photocontrol shall be mounted In the utility litter and pre-wired to driver. The twist Ioctl type photocontrol is instant on with a 3s6 second turn off, and shall turn on at 1.5 footcandles with a turn-offac 2-3 Footcandies. Photocontrol is 120-277 volt and warranted for 6 years.

Warranty
Seven-year limited warranty. See product and fir.iish warranty guide for details.

Finish
Refer to website for details.

75:2	9295	9750	81.3	
		5!1.0	8169	68.0	840�	eat�	1is	
	7720	85.8	7720	85.8	8025	692	90	
24L30T_-MDLOH	7360	81.B	7360	81.B		85.0	8035	89.3		
	6655	73.9	6655		6920	76.9	7265	80.7	90	

_ :J;t20'	85.§
r	A97.!J
WJP.	V3.8
3930	83.B

12l30T_-MOL014 

79:7

12l27T_-MDL014	72.1
S.!!.'4

sr4q	J4.�	S:450
�90§	@.4'	5195
11435	'ff):	�160

3730	79.4	3895

3910	83.2	4085

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5675	�3.0	61
5'410	88.7	61
489!)	�2	61
4270	47

4070	81i.6	47

3680	78.3	47
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'TJ:0

'2070_

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sif:1;	u

800-621-3376

™"

555 Lawrence Ave., Roselle, IL 601 72 info@sternberglighting.com
�·-••ooe,�.=w-ww.st=ernrberglighting.com

1130ALED / 113013LED RIPON SERIES

Fixtures

lB"W	lB"W

35•	40"

ll30ALED-SP

ll308LED-SP

Fitters

1D-1/B" W
1Qc.3/8" H

. - .
�
\IT(�
SP
Fits3" 0D x3" tall cenon/pole

10-11:i• w I5-3/4" H

.,_.
)!.1.!(
990
Firs3•·oo

L	le

x3" tall
tenc�rpo
994
Ats 4"DO
X3" tall
tenon/pole

10-l�B" W
I/B" H

,
i�i
804
Rts.4"00
xS" call
cenon/pole

ID-1/2" W
13. 1/8" H

w

�

991
Rts3"00
x3" tall
tenon/pole

10-1/li" W
10·I/�"H 
=

805

mm1J�I

6"

RcsS"OD
x    tall
tenon/pole

1□·1/2" W
13-1/B" H

992
Rts3"00
x3" tall
tenon/pole

I0-1/B" W 11:314• H

8D7

Fits r ora x l"·rall tenon/pole

I0-1/2" W 15-3/4' H

993
Flts3"00 x3" tall tenon/po e 995
Flts4"0D
x3"·rall tenon/pole

lO"W 3-114" H

C2097
Fits 7" 00
x 1" tall
tenon/pole

ID-1/2" W 11-3/B" H

OL3
Firs 3• oo x3" tall tenpn/Pale OL4
Flts4" OD x.3"ra'II tenon/pole

rR Sternberg Lighting
�	ESTABLISHED 1923 / EMPLOYEE OWNED

800-621-3376.
555 Lawrence Ave., Roselle, IL 601 72 lnfo@sternberglightlng .com www.sternberglighting.c om
2/21 SlERNBERG LIGHTING Pill.RIGHTS RESERVED PRINTED INn-tEUSA'

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

March 24, 2021
Via: E-Mail (bob.simons@lakewoodranch.com)

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

Attn:	Mr. Rex Jensen
Chairman

Reference:	Specific Authorization No. 123
Services Associated with Lakewood Ranch Stewardship District Waterside Neighborhood 8 Drainage Support

Dear Mr. Jensen:

As requested, enclosed is Exhibit 123 for services to provide services for updating the Master Drainage Plan for Waterside Place in Lakewood Ranch.

This Specific Authorization (SA) includes the proposed changes to the master plan as a result of development parcel sales associated with the project. The Master Drainage Plan will be updated and submitted to Sarasota County for approval.
If you should have any questions regarding this matter, please contact our office. Sincerely,
Stantec Consulting Services Inc.

D. Scott McKenna, PE, LEED AP	Kristopher A. Wilhoit, P.E.
Senior Project Manager	Vice President
Tel: (941) 907-6900	Tel: (941) 907-6900
E-Mail: scott.mckenna@stantec.com	E-Mail: kris.wilhoit@stantec.com

Enclosure

Revised Exhibit B123 to General Provisions Attached to Agreement for Services Between Owner and Engineer
Dated September 29, 2005

Specific Authorization No. 123

Waterside Neighborhood 8 Drainage Support March 24, 2021

Further Description of Basic Engineering Services and Related Matters

Description of Work

Work includes the design, permitting for this project.
Task 210 – Neighborhood 8 Drainage Support
Stantec will prepare and submit to Sarasota County an update to the Waterside Master Drainage Plan for the proposed changes to the master plan as a result of development parcel sales (Neighborhood 8, and Neighborhood 1 and 6). Stantec will provide support services, as needed, for the Southwest Florida Water Management District (SWFWMD) permitting of the Neighborhood 8 Tavistock project. Task also includes responding to requests for additional information from Sarasota County and/or SWFWMD.

2.0	Definition of Work Products
Updated Master Drainage Plan		
3.0	Fee Proposal
Neighborhood 8 Drainage Support	
T/M*	
$ 15,000	
* Time and Material (T/M) estimates are based upon past experience.

Accepted this	day of	, 2021.

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

SCHEDULE OF FEES
Effective January 1, 2021

Staff Level	Rate	
Level 3	$ 101.00	
Level 4	$ 112.00	
Level 5	$ 127.00	
Level 6	$ 131.00	
Level 7	$ 138.00	
Level 8	$ 148.00	
Level 9	$ 153.00	
Level 10	$ 158.00	
Level 11	$ 172.00	
Level 12	$ 181.00	
Level 13	$ 190.00	
Level 14	$ 200.00	
Level 15	$ 212.00	
Level 16	$ 234.00	
Level 17	$ 241.00	
Level 18	$ 246.00	
Level 19	$ 256.00	
Level 20	$ 265.00	
Level 21	$ 282.00	
1 Person Field Crew	$ 95.00	
2 Person Field Crew	$ 135.00	
3 Person Field Crew	$ 155.00	
4 Person Field Crew	$ 175.00	

Unit billings, such as printing and survey materials, will be billed at standard rates. All other out-of- pocket expenses will be billed at cost +10%.

Change Order
No.	18 (Final) 	

Date of Issuance:	March 8, 2021	Effective Date:	April 2, 2021	
Project: 44th Ave East Phase V	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $12,964,432.65		Date of Contract: January 12, 2018	
Contractor: E.T. MacKenzie of Florida, Inc.		Engineer's Project No.: 215613728	

The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Reconciliation credits: BDC Shell & Aggregates, Dot Supply, Valmont, & Ferguson Enterprises.	

Attachments: (List documents supporting change):	
E.T. MacKenzie Change Orders No. 18 dated 3/1/2021.	

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:	 Working days	 Calendar days	
	Substantial completion (days or date):	135/ 230/ 350 Days	
$ 12,964,432.65	Ready for final payment (days or date):	260/ 260/ 380 Days	
[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	17	:	[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	17	:	
	Substantial completion (days):	180 Days	
$	296,904.58	Ready for final payment (days):	180 Days	

Contract Price prior to this Change Order:	
Contract Times prior to this Change Order:		
	Substantial completion (days or date):	315/ 410/ 530 Days	
$ 13,261,337.23	Ready for final payment (days or date):	440/ 440/ 560 Days	

[Increase] [Decrease] of this Change Order:	
[Increase] [Decrease] of this Change Order:		
	Substantial completion (days or date):	-0-	
$	(34,678.60)	Ready for final payment (days or date):	-0-	

Contract Price incorporating this Change Order:	
Contract Times with all approved Change Orders:	
	Substantial completion (days or date):	315/ 410/ 530 Days	
$ 13,226,658.63	Ready for final payment (days or date):	440/ 440/ 560 Days	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:	By:	By:	
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:	Date:	Date:	

Approved by Funding Agency (if applicable):		
Date:	
V:\2156\active\215613728\civil\construction_phase_documents\change_orders\44th_ph-5\con_44-ave-e_5_co-18-final_-34678-60_reconciliation-credits_et-mackenzie_ejcdc_c941_kel_20210308.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the

Work Authorization Request	
E. T. MacKenzie of Florida, Inc.	
6212 33rd Street E.	
Bradenton FL. 34203	
(941) 756-6760	Fax: (941) 756-6698	
				Work Authorization Request No.	18	
Owner's Name			Phone			Date			
Lakewood Ranch Stewardship District				March 1, 2021	
Address			Job Name				Job Number		
14400 Covenant Way			44th Avenue East, Ph. V		51716	
City	State	Zip	Address						
Lakewood Ranch	FL		34202						
Existing Contract No.	Date of Existing Contrac	City			State	Zip		

You are hereby authorized to perform the following specifically described additional work:	
Description				Quantity		Unit Price	Extended Price	
RECONCILIATION CREDITS	

BDC Shell & Aggregates Reconciliation	
1.00	
LS	
$	(1,281.45)	
$	(1,281.45)	
Dot Supply Co., Inc. Reconciliation		1.00	LS	$	(1,140.00)	$	(1,140.00)	
Valmont Reconciliation			1.00	LS	$	(6,224.00)	$	(6,224.00)	
Ferguson Enterprises, Inc. Reconciliation	1.00	LS	$ (26,033.15)	$	(26,033.15)	

RECONCILIATION CREDITS TOTAL				

$	(34,678.60)	
					
Subtotal of Changes:	
$	(34,678.60)	
Overhead & Profit :	
		THE TOTAL CREDIT/COST FOR CHANGES NOTED ABOVE:	$	(34,678.60)	
		TOTAL NUMBER OF DAYS AFFECTED BY THIS CHANGE:		Days	
Payment to be made as follows:	Per Contract Documents						

Above additional work to be performed under same conditions as specified in original contract unless otherwise stipulated.	
Date	20	Authorized Signature  		
(Owner signs here)	
We hereby agree to furnish labor and materials - complete in accordance with the above specifications, at above stated price.	

Authorized Signature	Date	20 		
(Contractor signs here)	

Note: The above prices & specifications of this Change Order Request are satisfactory and are hereby accepted as signed. All work to be performed under the same terms and conditions as specified in original contract unless otherwise stipulated.	

t

Change Order
No.	12 (Final) 	

Date of Issuance:	March 22, 2021	Effective Date:	April 2, 2021	
Project: Uihlein Road Phase 3 with SR-64 FDOT Turn Lanes	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $6,978,473.41			Date of Contract: February 3, 2020	
Contractor: Ryangolf Corporation		Engineer's Project No.: 215613728	

The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Final reconciliation (deduct hydroseed).	

Attachments: (List documents supporting change):	
Ryangolf Corporation CO-12 dated 3/8/2021.	

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:	 Working days	 Calendar days	
Substantial completion (days or date):	270 Days	
$ 6,978,473.41	Ready for final payment (days or date):	300 Days	
[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	11	:	[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	11	:	
Substantial completion (days):	
$ (753,249.71)	Ready for final payment (days):		

Contract Price prior to this Change Order:	
Contract Times prior to this Change Order:		
Substantial completion (days or date):	270 Days	
$ 6,225,223.70	Ready for final payment (days or date):	300 Days	

[Increase] [Decrease] of this Change Order:	
[Increase] [Decrease] of this Change Order:		
Substantial completion (days or date):	
$ (11,886.30)	Ready for final payment (days or date):		

Contract Price incorporating this Change Order:	
Contract Times with all approved Change Orders:	
Substantial completion (days or date):	270 Days (10/30/2020)	
$ 6,213,337.40	Ready for final payment (days or date):	300 Days (11/29/2020)	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:	By:	By:	
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:	Date:	Date:	

Approved by Funding Agency (if applicable):		
Date:	
V:\2156\active\215613728\civil\construction_phase_documents\change_orders\uihlein_3_sr-64-turn\con_uihlein-3_sr-64-fdot-trn-ln_co-12-final_-11886.30_reconciliation_hydroseed-deduct_ejcdc_c941_ryangolf_kel_20210322.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institute.

CONTRACT CHANGE  ORDER #f2_
CPORONJTERCATC:T FOR:  LUAIHKLEEWINOORDOARDA-NPCHHASSETEIlWl •ASRRD-6S4HI&P UDIISHTLREICTFOOT TURN LANE ADDITIONS CENOGNTINREAECRT: OR:	RYANGOLF CORPORATION

tChoentrearcmts.  of the Contract, but shall hereafter be a part of the

Cteornmdsitaionnds:coTnhdeitciohnasngoef sthdeeCscornitbreadcth,earnedinsshhaallllnboet ginovaenrynwedaybyalttheer

INTEOM, I DESCRIPTIOANDDITIONS

I QUANTITY I UNIT I

PRICE

AMOUNT

I

(+)(-)

21	$0.00
34	$0.00

7

56	$0..00
89	$0..00
1 0	$0..00
1 32	$0..00
14   CREDITS	I
15    HYDROSEED	-26414     SY	-$11 ,8$806..030
17	$0..00

1 8 

1 9	$0..00

22

23

21	$0.00
24

tCoonthtirsacCthTainmgee POrridoer r	fNreotmInthcirseaCshea/nDgeecrOeradseer	-$11 ,886.30
fNreotmIntchriseaCshea/nDgeecrOeradseer	tCoonthtrisacCthTaontgael POrridoerr	$	6,225,223.70

-	./.

CInucrlruednint gCothnitsraCchtaTnigmeeOrder	CInucrlruednint gCothnitsraCchtaTnogtealOrder	$6,213,337.40

//	/  I	/7	/

REASON FOR CHANGE:

ACCEPTABLE TO:	-y7t,,-;	�    If/fa	Date:	ZJ/Y/2-J

RECOMMENDED BY:

Engineer's Representative

Date:

Cofltra    of•s R	lsentative	,	,,i	t

APPROVED BY:	Date:
Representative
Net Change to Contract Sum IncludOinrgigtinhaisl CCohnatnrgaectOSrduemr   $

$6(,977685,,417336..401)	OK

Change Order
No.	9 	

Date of Issuance:	February 23, 2021	Effective Date:	March 5, 2021	
Project: Waterside Place Boulevard and Waterside Place Park Earthwork	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $981,633.29			Date of Contract: November 6, 2018	
Contractor: Woodruff & Sons, Inc.		Engineer's Project No.: 215614294	
			Contractor’s Project No.: 2703	
The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Phase 2 – Pond Bank: sod, clearing and grading.	

Attachments: (List documents supporting change):	
Woodruff & Sons, Inc – P006 dated 2/19/21	
Job/Work Order No. 2703.	

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:	 Working days	 Calendar days	
Substantial completion (days or date):	270 Days	
$ 981,633.29	Ready for final payment (days or date): 300 Days	
[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	8	:	[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	8	:	
Substantial completion (days):	
$ 1,182,910.40	Ready for final payment (days):		

Contract Price prior to this Change Order:	
Contract Times prior to this Change Order:		
Substantial completion (days or date):	270 Days	
$ 2,164,543.69	Ready for final payment (days or date): 300 Days	

[Increase] [Decrease] of this Change Order:	
[Increase] [Decrease] of this Change Order:		
Substantial completion (days or date):	0	
$	41,462.56	Ready for final payment (days or date):	0		

Contract Price incorporating this Change Order:	
Contract Times with all approved Change Orders:	
Substantial completion (days or date):	270 Days 8/13/19	
$ 2,206,006.25	Ready for final payment (days or date):	300 Days 9/12/19	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:	By:	By:	
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:	Date:	Date:	

Approved by Funding Agency (if applicable):		
Date:	
V:\2156\active\215614294\civil\construction_phase_documents\Woodruff & Sons\change_orders\received\con_waterside-blvd-park_co-9_41462.56_ph-2_pnd-bnk_woodruff_ejcdc-c-941_kaw_20210223.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institute.

\Voodruff & Sons, Inc.

D

D

64.50 - 31st Street East, Bradenton, FL 34203 (physical)

OfflCIAL USE ONLY

P.O. Box 10127, Bradenton, FL 34282-0127 (mailing) Tel# 941.756.1871 ~ Fax# 941.755.1379

D    JobNo: Co�olNo: LogDate:

2P700036

www.woodruffani:f3om.com

DD  Invoice No:	 	

Change Order No:	_

To:	Lakewood Ranch Stewardship District	Contact:
Address:	14400 Covenant Way	Phone:
Bradenton, FL 34202 UNITED STATES	Fax:	Roger Aman (941) 757-1566		
Project Name:	Waterside Park Phase #2 Pond Bank (Sod, Clearing, & Grading)	Bid Number: Project Location:	Lakewood Ranch, Lakewood Ranch, FL	Bid Date:	
2/19/2021		
Thank you for the opportunity to quote.			
Item Description	Estimated Quantity Unit	Unit Price	Total Price	
Clear & Grub Phase #2 Pond Bank	1.00 ACRE	$14,862.56	$14,862.56	
Shape & Grade Phase #2 Pond Bank	1,000.00 LF	$14.54	$14,540.00	
Bahia Sod Phase #2 Pond Bank	3,600.00 SY	$3.35	$12,060.00	

Notes:
All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard practices.
Any alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra charge over and above the proposal.
Proposal only includes sod 2 feet past top of pond bank.
Any item not specifically listed in this proposal is not included.
This quotation excludes: rock removal, debris removal, & unsuitable soils.
This quotation is based on the ability to place strippings in the stockpile to the northeast & spread out excess fill material in the lot west of Building #300.
The items within this proposal are presented as the entire project, whereby an individual line item may not be removed or eliminated without prior approval.
Woodruff & Sons, Inc. will not be responsible for identifying or handling any hazardous or contaminated material that may be encountered.
Prices may be withdrawn by Woodruff & Sons, Inc. if not accepted within 45 days of receivinq this proposal.
Payment Terms:
Payment due within 30 days of date of invoice, regardless of when payment is made by Owner.

ACCEPTED:
The above prices, specifications and conditions are satisfactory and are hereby accepted.
Buyer:  		 	_ 	

CONFIRMED:
Woodruff & Sons, Inc. - Proposal

Signature: _ 	

_	_ Authorized Signature:  	

____

Date of Acceptance:	_ Estimator: Cole Pencosky
(941) 756-1871 colep@woodruffandsons.com

2/19/2021 4:10:19 PM	Page 1 of 1

Change Order
No.	1 (Revised) 	

Date of Issuance:	March 8, 2021	Effective Date:	April 2, 2021	
Project: White Eagle Blvd., Phase V	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $309,533.46			Date of Contract: 11/18/2019	
Contractor: Woodruff & Sons, Inc.		Engineer's Project No.: 215614256	
			Contractor No.: 2701	
The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Revised pricing for grassing & curb items; removal of Structure S-130A ordered and shipped not needed	
Final Reconciliation of Contract.	
Attachments: (List documents supporting change):	
Woodruff Proposals CO-1 Revised (with P001, & P003) dated 3/1/2021.	

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:	 Working days	 Calendar days	
	Substantial completion (days or date):	150 Days	
$ 309,533.46	Ready for final payment (days or date):	180 Days	
[Increase] [Decrease] from previously approved Change Orders No.	0	to No.   _0	:

$

Contract Price prior to this Change Order:

$ 309,533.46

[Increase] [Decrease] of this Change Order:

$ (84,885.29)

Contract Price incorporating this Change Order:	[Increase] [Decrease] from previously approved Change Orders No.	0	to No.	0	:	
	Substantial completion (days):		
	Ready for final payment (days):		
	
Contract Times prior to this Change Order:		
	Substantial completion (days or date):	150 Days	
	Ready for final payment (days or date):	180 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 (days or date):	150 Days	
$ 224,648.17	Ready for final payment (days or date):	180 Days	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:	By:	By:	
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:	Date:	Date:	

Approved by Funding Agency (if applicable):		
Date:	
V:\2156\active\215614256\civil\construction_phase_documents\change_orders\received\con_white-eagle-5_co-1-rev_-84885-29_incrs-csts-grass -curb_del-s-130a_reconcile_woodruff-sons_ejcdc_c941_20210308. docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institute.

OFFICIAL USE ONLY

 Job No:
 Control No:
 Log Date:
 Invoice No:
   Change Order

Contact:	
Tel No:	
Email:	

To:	Lakewood Ranch Stewardship District	
Address:	14400 Covenant Way	
Lakewood Ranch, FL 34202	
Project Name:	White Eagle Boulevard Phase V	
Project Location:	White Eagle Blvd. at SR 64	

Mike Blackrick 941-757-1566

2701

COR.01r

mike.blackrick@lakewoodranch.co

Bid No:	P1	
Bid Date: Th	

8-089

P002	
P002	

Unused Str 130A	
delete Str 130A from COR.01 rebill on Inv 23871	

$2,013.33	
$2,013.33	

ursday, August 2, 2018

Item #	Item Description:	Estimated

This is a Change Order Request	Quantity	Unit	Unit Price	Total Price	
P001	Revised pricing for grassing and curb items due to sub cost increases from date of original bid (8-2-18)	1.00	ls	$1,155.90	$	1,155.90	
		1.00	ls		$	2,013.33	
		-1.00	ls		$	(2,013.33)	
P003	Final Reconciliation of Contract	1.00	ls	-$86,041.19	$	(86,041.19)	

$	(84,885.29)	
$	(84,885.29)	

Total Price for above Items:
Total Bid Price:

Notes:		Prices may be withdrawn, if not accepted within 45 days as of the date of this proposal.	
			
			
			
		All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard	
		practices. Any alteration or deviation from above specifications involving extra costs will be executed only upon written	
		orders, and will become an extra charge over and above this proposal.	

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

ACCEPTED:	
The above prices, specifications and conditions are satisfactory and hereby accepted.	
Buyer:  		

CONFIRMED:	
Woodruff & Sons, Inc.	

Signature:  		
Printed Name:	
Date of Acceptance:  		

Authorized Signature:
	Donald P. Woodruff, President	
Estimator:	Eric Epler (erice@woodruffandsons.com)	

WOODRUFF & SONS, INC - WORKSHEET for EXTRAS
P.O. Box 10127, Bradenton, Florida 34282-0127 ~ T# 941.756.1871 ~ F# 941.755.1379 ~ www.woodruffandsons.com

NAME	OF	JOB: White Eagle Phase 5	JOB/WORK ORDER NO:
JOB	LOCATION: White Eagle Blvd between Pope Road and SR64	DATE:
NATURE OF JOB: Roadway	REFERENCE NO:
W&S INVOICE NO:

2701
Jan 00, 1900
P001

BILL TO:	A/R C#

Mike Blackrick	ORDERED BY:

Eric Epler

COMPANY: Lakewood Ranch Stewardship District	TAX LOCATION:	Manatee

ADDRESS:

1440 Covenant Way	Lakewood Ranch, FL 34202	TAX PERCENTAGE:

7.00%

DATE

WORKMAN

TICKET #	QTY	UNITS

DESCRIPTION OF WORK

UNIT $	EXTENSION $

-2002.00 sy	Sod,ROW & Common Areas (Original Unit $)	2.71	-5,425.42	
-711.00 sy	Seed & Mulch (Original Unit $)	1.05	-746.55	
-526.00 sy	Type F Mod Curb (Original Unit $)	18.58	-9,773.08	
-533.00 sy	Type F Curb (Original Unit $)	21.06	-11,224.98	
2002.00 sy	Sod,ROW & Common Areas (Revised Unit $)	2.89	5,785.78	
711.00 sy	Seed & Mulch (Revised Unit $)	1.14	810.54	
526.00 sy	Type F Mod Curb (Revised Unit $)	19.15	10,072.90	
533.00 sy	Type F Curb (Revised Unit $)	21.87	11,656.71	

Original "As-Bid" Unit $'s

Revised Unit $'s

SUBTOTAL
TAX %	$1,155.90	
TOTAL	$1,155.90	

WOODRUFF & SONS, INC - WORKSHEET for EXTRAS
P.O. Box 10127, Bradenton, Florida 34282-0127 ~ T# 941.756.1871 ~ F# 941.755.1379 ~ www.woodruffandsons.com

NAME	OF	JOB: White Eagle Phase 5	JOB/WORK ORDER NO:
JOB	LOCATION: White Eagle Blvd between Pope Road and SR64	DATE:
NATURE OF JOB: Drainage	REFERENCE NO:
W&S INVOICE NO:

2701
Jul 30, 2020
P003

BILL TO:	A/R C#

Mike Blackrick	ORDERED BY:

Eric Epler

COMPANY: Lakewood Ranch Stewardship District	TAX LOCATION:	Manatee

ADDRESS:

1440 Covenant Way	Lakewood Ranch, FL 34202	TAX PERCENTAGE:

7.00%

DATE

WORKMAN

TICKET #	QTY	UNITS

DESCRIPTION OF WORK

UNIT $	EXTENSION $

-358	lf	36" RCP (Contract Unit $)	$	118.18	$	(42,308.44)	
-1997	sy	1" S-3 Asphalt Friction Course	$	8.25	$	(16,475.25)	
-1	ls	Signing & Striping	$	6,143.50	$	(6,143.50)	
-800	lf	2" Conduit material	$	6.33	$	(5,064.00)	
-900	lf	4" Conduit material	$	7.70	$	(6,930.00)	
-1000	lf	6" Conduit material	$	9.12	$	(9,120.00)	

SUBTOTAL
TAX %	($86,041.19)	
TOTAL	($86,041.19)	

Change Order
No.	2 (Revised) 	

Date of Issuance:	March 8, 2021	Effective Date:	April 2, 2021	
Project: White Eagle Blvd., Phase V	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $309,533.46			Date of Contract: 11/18/2019	
Contractor: Woodruff & Sons, Inc.		Engineer's Project No.: 215614256	
			Contractor No.: 2701	
The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Modify IBT Manholes: raise MHs installed by others to revised plan grades. Includes new precast riser sections,	
filling low areas, grading to match existing slopes and bahia sod.	
Attachments: (List documents supporting change):	
Woodruff’s Invoice 23832 w/ Proposals P004 dated 12/23/2020.	

CHANGE IN CONTRACT PRICE:	CHANGE IN CONTRACT TIMES:	
Original Contract Price:	Original Contract Times:	 Working days	 Calendar days	
Substantial completion (days or date):	150 Days	
$ 309,533.46	Ready for final payment (days or date):	180 Days	
[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	1	:

$ (84,885.29)

Contract Price prior to this Change Order:

$ 224,648.17

[Increase] [Decrease] of this Change Order:

$ 35,612.17

Contract Price incorporating this Change Order:	[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	1	:	
	Substantial completion (days):		
	Ready for final payment (days):		
	
Contract Times prior to this Change Order:		
	Substantial completion (days or date):	150 Days	
	Ready for final payment (days or date):	180 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 (days or date):	150 Days	
$ 260,260.34	Ready for final payment (days or date):	180 Days	

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:	By:	By:	
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:	Date:	Date:	

Approved by Funding Agency (if applicable):		
Date:	
V:\2156\active\215614256\civil\construction_phase_documents\change_orders\received\con_white-eagle-5_co-2-rev_35612-17_modify-ibt-mh_woodruff_ejcdc_c941_20210308.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the

WOODRUFF 8t SONS, INC.
P.O. Box 10127 • Bradenton, Florida 34282-0127 (941) 756-1871 ° fax: (94 1) 755-1379 www.woodruffandsons.corn

Invoice No. Date

23832

12/15/20

Job No.	2701
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!--!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!   INVOICE

ID No
Name Address Address

Clfent	--.. 50025
iakewood Ranch Stewardship District 14400 Covenant Way

Description	-	--..

Nature:	Raise MHs
Location: White Eagle Blvd_P_h_V 	
Attn:	Mike Blackrlck

City

Date Ocl.,2020

Lakewood Ranch

Qty	Units

1.00	Is

State	Florida

Modify IBT Manholes

Zip 34202

Description

Unit Price

$35,612.17

P004

· -
TOTAL

$	35,612.17

	Subtotal	$	
7.00% Tax	n	FL-Manatee	$	
8.20% Tax	n	FL-Real Propertv	$	
7.00% Tax	n	FL-Sarasota
TOTAL	$
..:::V	

35,612.17
.
.
.

�

35,612.17
.

23113HWR 2701·P004

1 112 % per month SeNice Charge will be added lo all accounts over due.

� )--,.	"'""

SEWER AND WATERLINE INSTALLATIONS • SITE DEVELOPMENT SUPPLIER OF CRUSHED CONCRETE BASE AND SOIL CEMENT

Woodruff & Sons, Inc.	,tl r o p o s a l
6450 - 31 st Street East, Bradenton F101ida 34203 (physical)	OFFICIAL USE ONLY

P.O. Box 10127, Bradenton Florida 34282-0127 (mailing)

D  JobNo:	_2_7�0 I____   _

Tel # 941 .756. 1 871 ~ Fax # 941 .755.1379

B   �:;l;� �o:	..:.p..::0-=--.04'--c�0/���/��-0-

□	l	l

23 202

www.woodrujfandsons. com

To:	Lakewood Ranch Stewardship District Address:	1 4400 Covenant Way

D   CInhvaonicgee NOord: er
Contact:	Mike Blackrick Tel No:	94 1 -757-1 566

23 832

Lakewood Ranch, FL 34202
Project Name:	White Eagle Boulevard Phase V Project Location:	White Eagle Blvd. at SR 64

Email:	rnike.blackrick@lakewoodranch.
Bid No:	P 1 8-089
Bid Date: Thursday, August 2, 20 18 

Item #	Item Description:
This is a Change Order Request
Raise MH's installed by others to revised plan grades. Includes new precast riser sections, filling low areas, grading to match existing slopes and bahia sod.

Estimated Quantity	Unit

1 .00	ls

Unit Price	Total Price

$35,612.17    -$	3---=-5,61-2-. 1-7 

Total Pdce fo, above Item�
Total Bid Pric   :	$	35,6 12 

Notes:	• Final Contract Reconciliation

Payment Terms:	Payment due within 30 days of date of invoice, regardless of when payment is made by Owner.
ACCEPTED:	CONFIRMED:
The above prices, specifications and conditions are satisfactory and hereby accepted.

Buyer: _	__	 	

Woodruff & Sons, Inc.

Signature:

Printed Nnme:

____	_

Authorized Signature:

Donald P. Woodruff, President

Date ofAcceptance: _ 	

__ 	

Estimator:

Eric Epler (erice@woodruffandsons.com)

1211 K/2020	P004 Modify IBT MHs REV	Page I or I

UNIVERSAL ENGINEERING SCIENCES, LLC.
Work Authorization / Pro osal Acee tance Form
PLEASE SIGN AND RETURN ONE COPY
Universal Engineering Sciences, LLC. (Universal) is pleased to provide the services described below. The purpose of this document is to describe the terms under which the services will be provided and to obtain formal authorization.
Project Name: Bourneside Blvd South Ph II - Manatee - CSD - Lakewood Ranch Stewardship District
Date: March 25, 2021
Project Location: Lakewood Ranch Florida
Client Name: Lakewood Ranch Stewardship District	Contact: Mike Blackrick
Contact Business Address: 14400 Covenant Way, Lakewood Ranch, FL 34202
Contact Fax Number: 941-758-7796	Contact Phone: =94�1�-�72=7�-�9=20=0� 	Email: mike. blackrick@lakewoodranch.com
Scope of Services & Understanding of Project (See attached proposal or as indicated below). UES Opportunity No.:	1110.0321.00117 
Engineering Technician (Portal to Portal): $50.00 per hour
Concrete Compressive Strength for Cylinders (includes curing, capping, testing): $15.00 each Structural Steel Visual Inspection: $85.00 per hour

Project Engineer: $125.00 per hour

NOT TO EXCEED $10,000

Contract Documents. The following documents form part of the Agreement and are incorporated herein by referral:
A. Universal General Conditions.
In the event of any inconsistency or conflicting among the Contract Documents, the provision in that Contract Documents first listed above shall govern.
Ill. Authority to proceed and for payment. (To be completed by Cllent)

For payment of Services, invoice to the account of:

Social Security Number or

Firm:	Federal Identification No.:	___
Address:	City:	Zip Code:	_
Attention:	Title:  	
Phone:	Fax:  	

If the invoice is to be mailed for approval to someone other than the account charged, please indicate where, below:
Firm:				 Address:	City:	Zip Code:	_
Attention:	Title:  	
Phone:	Fax:  	

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duty authorized representatives this	day of	2021 .
CLIENT:	_	__	UNIVERSAL ENGINEERING SCIENCES, LLC.
BY (signature):	BY (signature):	__	_
NAME:	NAME:  	
TITLE:	TITLE: CSD Manager

Return Executed Copies to:
Universal Engineering Sciences, LLC. Attention: Sarasota CSD
1 748 Independence Boulevard Suite B-1 , Sarasota, Florida 34234 Phone: 941 358-7410 / Fax: 941-358 7353

Notes:
I. Unit rates are based on providing test services during normal work hours (weekdays, 7:00 a.m. to 5:00 p.m.). For services scheduled beyond normal work hours, holidays and weekends will be billed at 1.50 times the applicable hourly rate.

All hourly services require a minimum oftwo (2) hour call-out per trip.
All scheduling requests require  a  24  hour advanced notice. Same day  requests,

when able to accommodate, will be assessed an

additional $75.00 service fee.
Since Universal does not have control

over the contractor's construction practices, schedules, or inclement weather, the actual You will only be invoiced for services requested and rendered.

quantities may vary from our estimated quantities.
Additional services, consultations, or meetings, when requested,

will be invoiced at Universal's standard rates.
be sure to include the appropriate email

This fee estimate includes a PDF Email copy of the daily and laboratory reports. Please
address on the Work Authorization form, and include any additional email addresses on the attached

Distribution List. Additional hard oject, a final book of signed and

copies can be provided at a fee of $35 .00 per hour of Technical Secretary time. Upon completion ofthe pr
sealed report copies will be compiled and mailed at the client's request.
A l 0% administration fee will be added to the invoices.

UN IVE RSAL 
ENGINEERING SCIENCES
Consultants In: Geoteohnical Engineering Environmental Sciences • Construction Material Testing

REPORT DISTRIBUTION LIST
Name:	Mike Blackrick
Company:	Lakewood Ranch Stewardship District
Email:	mike.blackrick@lakewoodranch .com

Name:	Gator Carter
Company:	Frederick Derr & Company
Email:	gator@frederickderrcompany.com
Name:
Company:  	
Emaii:	-
Name:
Company:  	
Emaii:	-
Name:
Company:	 EmaiI: 

Name:
Company:  	
Emaii:

Name:
Company:	 	
Emai I:	-	--

 	-	--

Name:
Company: Emaii:

Universal Engineering Sciences, LLC
GENERAL CONDITIONS

SECTION 1: RESPONSIBILITIES 1 .1 Universal Engineering Sciences, LLC, and its subsidiaries and affiliated companies ("UES"), is responsible for providing the services described under the Scope of Services. The term "UES" as used herein includes all of UES's agents, employees, professional staff, and subcontractors. 1.2 The Client or a duly authorized representative is responsible for providing UES with a clear understanding of the project nature and scope. The Client shall supply UES with sufficient and adequate information, including, but not limited to, maps, site plans, reports, surveys, plans and specifications, and designs, to allow UES to properly complete the specified services. The Client shall also communicate changes in the nature and scope of the project as soon as possible during performance of the work so that the changes can be incorporated into the work product. 1.3 The Client acknowledges that UES's responsibilities in providing the services described under the Scope of Services section is limited to those services described therein, and the Client hereby assumes any collateral or affiliated duties necessitated by or for those services. Such duties may include, but are not limited to, reporting requirements imposed by any third party such as federal, state, or local entities, the provision of any required notices to any third party, or the securing of necessary permits or permissions from any third parties required for UES's provision of the services so described, unless otherwise agreed upon by both parties in writing.

SECTION 2: STANDARD OF CARE 2.1 Services performed by UES under this Agreement will be conducted in a manner consistent with the level of care and skill ordinarily exercised by members of UES's profession practicing contemporaneously under similar conditions in the locality of the project. No other warranty, express or implied, is made. 2.2 Execution of this document by UES is not a representation that UES has visited the site, become generally familiar with local conditions under which the work is to be performed, or correlated personal observations with the requirements of the Scope of Services. It is the Client's responsibility to provide UES with all information necessary for UES to provide the services described under the Scope of Services, and the Client assumes all liability for information not provided to UES that may affect the quality or sufficiency ofthe services so described.
SECTION 3: SITE ACCESS AND SITE CONDITIONS 3.1 Client will grant or obtain free access to the site for all equipment and personnel necessary for UES to perform the work set forth in this Agreement. The Client will notify any possessors of the project site that Client has granted UES free access to the site. UES will take reasonable precautions to minimize damage to the site, but it is understood by Client that, in the normal course of work, some damage may occur, and the correction of such damage is not part ofthis Agreement unless so specified in the Scope of Services. 3.2 The Client is responsible for the accuracy of locations for all subterranean structures and utilities. UES will take reasonable precautions to avoid known subterranean structures, and the Client waives any claim against UES, and agrees to defend, indemnify, and hold UES harmless from any claim or liability for Injury or loss, including costs of defense. arising from damage done to subterranean structures and utilities not Identified or accurately located. In addition, Client agrees to compensate UES for any time spent or expenses incurred by UES in defense of any such claim with compensation to be based upon UES's prevailing fee schedule and expense reimbursement policy.

SECTION 4: BILLING AND PAYMENT 4.1 UES will submit invoices to Client monthly or upon completion of services. Invoices will show charges for different personnel and expense classifications. 4.2 Payment is due 30 days after presentation of invoice and is past due 31 days from invoice dale. Client agrees to pay a finance charge of one and one-half percent (1 ½ %) per month, or the maximum rate allowed by law, on past due accounts. 4.3 If UES incurs any expenses to collect overdue billings on invoices, the sums paid by UES for reasonable attorneys' fees, court costs, UES's time, UES's expenses, and interest will be due and owing by the Client.
SECTION 5: OWNERSHIP AND USE OF DOCUMENTS 5.1 All reports, boring logs, field data, field notes, laboratory test data, calculations, estimates, and other documents prepared by UES, as instruments of service, shall remain the property of UES. Neither Client nor any other entity shall change or modify UES's instruments of service. 5.2 Client agrees that all reports and other work furnished to the Client or his agents, which are not paid for, will be returned upon demand and will not be used by the Client for any purpose. 5.3 UES will retain all pertinent records relating to the services performed for a period of five years following submission of the report or completion of the Scope of Services, during which period the records will be made available to the Client in a reasonable lime and manner. 5.4 All reports, boring logs, field data, field notes, laboratory test data, calculations, estimates, and other documents prepared by UES, are prepared for the sole and exclusive use of Client, and may not be given to any other entity, or used or relied upon by any other entity, without the express written consent of UES. Client is the only entity to which UES owes any duty or duties, in contract or tort, pursuant to or under this Agreement.
SECTION 6: DISCOVERY OF UNANTICIPATED HAZARDOUS MATERIALS 6.1 Client represents that a reasonable effort has been made to inform UES of known or suspected hazardous materials on or near the project site. 6.2 Under this agreement, the term hazardous materials include hazardous materials, hazardous wastes, hazardous substances (40 CFR 261 .31 , 261.32, 261.33), petroleum products, polychlorinated biphenyls, asbestos, and any other material defined by the U.S. EPA as a hazardous material. 6.3 Hazardous materials may exist at a site where there is no reason to believe they are present. The discovery of unanticipated hazardous materials constitutes a changed condition mandating a renegotiation of the scope of work. The discovery of unanticipated hazardous materials may make it necessary for UES to take immediate measures to protect health and safety. Client agrees to compensate UES for any equipment decontamination or other costs incident to the discovery of unanticipated hazardous materials. 6.4 UES will notify Client when unanticipated hazardous materials or suspected hazardous materials are encountered. Client will make any disclosures required by law lo the appropriate governing agencies. Client will hold UES harmless for all consequences of disclosures made by UES which are required by governing law. In the event the project site is not owned by Client, Client it is the Client's responsibility to inform the property owner of the discovery of unanticipated hazardous materials or suspected hazardous materials. 6.5 Notwithstanding any other provision of the Agreement, Client waives any claim against UES, and to the maximum extent permitted by law, agrees to defend, indemnify, and save UES harmless from any claim, liability, and/or defense costs for injury or loss arising from UES's discovery of unanticipated hazardous materials or suspected hazardous materials including any costs created by delay of the project and any cost associated with possible reduction of the property's value. Client will be responsible for ultimate disposal of any samples secured by UES which are found to be contaminated.
SECTION 7: RISK ALLOCATION 7.1 Client agrees that UES's liability for any damage on account of any breach of contract, error, omission, or professional negligence will be limited to a sum not to exceed $50,000 or UES's fee, whichever is greater. If Client prefers to have higher limits on contractual or professional liability, UES agrees to increase the limits up to a maximum of $1,000,000.00 upon Client's written request at the lime of accepting UES's proposal provided that Client agrees to pay an additional consideration of four percent of the total fee, or $400.00, whichever is greater. If Client prefers a
$2,000,000.00 limit on contractual or professional liability, UES agrees to increase the limits up to a maximum of $2,000, 000.00 upon Client's written request at the time of accepting UES's proposal provided that Client agrees to pay an additional consideration of four percent of the total fee, or $800.00, whichever is greater. The additional charge for the higher liability limits is because of the greater risk assumed and is not strictly a charge for additional professional liability insurance. 7.2 Client shall not be liable to UES and UES shall not be liable to Client for any incidental, special, or consequential damages (including lost profits, loss of use, and lost savings) incurred by either party due to the fault of the other, regardless of the nature of the fault, or whether it was committed by Client or UES, their employees, agents, or subcontractors; or whether such liability arises in breach of contract or warranty, tort (including negligence), statutory, or any other cause of action. 7.3   As used in this Agreement, the terms "claim" or "claims" mean any claim in contract, tort, or statute alleging negligence, errors, omissions, strict liability, statutory liability, breach of contract, breach of warranty, negligent misrepresentation, or any other act giving rise to liability.

SECTION 8: INSURANCE 8.1 UES represents it and its agents, staff and consultants employed by UES, is and are protected by worker's compensation insurance and that UES has such coverage under public liability and property damage insurance policies which UES deems to be adequate. Certificates for all such policies of insurance shall be provided to Client upon request in writing. Within the limits and conditions of such insurance, UES agrees to indemnify and save Client harmless from and against loss, damage, or liability arising from negligent acts by UES, its agents, staff, and consultants employed by ii. UES shall not be responsible for any loss, damage or liability beyond the amounts, limits, and conditions of such insurance or the limits described in Section 7, whichever is less. The Client agrees to defend, indemnify, and save UES hanmless for loss, damage or liability arising from acts by Client, Client's agents, staff, and others employed by Client. 8.2 Under no circumstances will UES indemnify Client from or for Client's own actions, negligence, or breaches of contract. 8.3 To the extent damages are covered by property insurance, Client and UES waive all rights against each other and against the contractors, consultants, agents, and employees of the other for damages, except such rights as they may have to the proceeds of such insurance.

SECTION 9: DISPUTE RESOLUTION 9.1 All claims, disputes, and other matters in controversy between UES and Client arising out of or in any way related to this Agreement will be submitted to mediation or non-binding arbitration, before and as a condition precedent to other remedies provided by law. 9.2 If a dispute arises and that dispute is not resolved by mediation or non-binding arbitration, then: (a) the claim will be brought in the state or federal courts having jurisdiction where the UES office which provided the service is located; and (b) the prevailing party will be entitled to recovery of all reasonable costs incurred, including staff time, court costs, attorneys' fees, expert witness fees, and other claim related expenses.

SECTION 10: TERMINATION 10.1 This agreement may be terminated by either party upon seven (7) days written notice in the event of substantial failure by the other party to perform In accordance with the terms hereof, or in the case of a force majeure event such as terrorism, act of war, public health or other emergency. Such termination shall not be effective if such substantial failure or force majeure has been remedied before expiration of the period specified in the written notice. In the event of termination, UES shall be paid for services performed to the termination notice date plus reasonable termination expenses.
10.2 In the event of termination, or suspension for more than three (3) months, prior to completion of all reports contemplated by the Agreement, UES may complete such analyses and records as are necessary to complete its files and may also complete a report on the services performed to the date of notice of termination or suspension. The expense oftenmination or suspension shall include all direct costs of UES In completing such analyses, records, and reports.

SECTION 11: REVIEWS, INSPECTIONS, TESTING, AND OBSERVATIONS 11 .1 Plan review, private provider inspections, and building inspections are performed for the purpose of observing compliance with applicable building codes. Threshold inspections are performed for the purpose of observing compliance with an approved threshold inspection plan. Construction materials testing ("CMT") is performed to document compliance of certain materials or components with applicable testing standards. UES's performance of plan reviews, private provider inspections, building inspections, threshold inspections. or CMT, or UES's presence on the site of Client's project while performing any of the foregoing activities, is not a representation or warranty by UES that Client's project is free of errors in either design or construction. 11.2 If UES is retained to provide construction monitoring or observation, UES will report to Client any observed work which, in UES's opinion, does not conform to the plans and specifications provided to UES. UES shall have no authority to reject or terminate the work of any agent or contractor of Client. No action, statements, or communications of UES, or UES's site representative, can be construed as modifying any agreement between Client and others. UES's performance of construction monitoring or observation is not a representation or warranty by UES that Client's project is free of errors in either design or construction. 11.3 Neither the activities of UES pursuant to this Agreement, nor the presence of UES or its employees, representatives, or subcontractors on the project site, shall be construed to impose upon UES any responsibility for means or methods of work performance, superintendence, sequencing of construction, or safety conditions at the project site. Client acknowledges that Client or its contractor is solely responsible for project jobsite safety. 11 .4 Client is responsible for scheduling all inspections and GMT activities of UES, All testing and inspection services will be performed on a will-call basis. UES will not be responsible for tests and inspections that are not performed due to Client's failure to schedule UES's services on the project, or for any claims or damages arising from tests and inspections that are not scheduled or performed.

SECTION 12: ENVIRONMENTAL ASSESSMENTS Client acknowledges that an Environmental Site Assessment ("ESA") is conducted solely to permit UES to render a professional opinion about the likelihood or extent of regulated contaminants being present on, in, or beneath the site in question at the time services were conducted. No matter how thorough an ESA study may be, findings derived from the study are limited and UES cannot know or state for a fact that a site Is unaffected by reportable quantities of regulated contaminants as a result of conducting the ESA study. Even if UES states that reportable quantities of regulated contaminants are not present, Client still bears the risk that such contaminants may be present or may migrate to the site after the ESA study is complete.
SECTION 13: SUBSURFACE EXPLORATIONS 13.1 Client acknowledges that subsurface conditions may vary from those observed at locations where borings, surveys, samples, or other explorations are made, and that site conditions may change with lime. Data, interpretations, and recommendations by UES will be based solely on information available to UES at the time of service. UES is responsible for those data, interpretations, and recommendations, but will not be responsible for other parties' interpretations or use of the information developed or provided by UES. 13.2 Subsurface explorations may result in unavoidable cross-contamination of certain subsurface areas, as when a probe or boring device moves through a contaminated zone and links it to an aquifer, underground stream, or other hydrous body not previously contaminated. UES is unable to eliminate totally cross-contamination risk despite use of due care. Since subsurface explorations may be an essential element of UES's services indicated herein, Client shall, to the fullest extent permitted by law, waive any claim against UES, and indemnify, defend, and hold UES harmless from any claim or liability for injury or loss arising from cross­ contamination allegedly caused by UES's subsurface explorations. In addition, Client agrees to compensate UES for any time spent or expenses incurred by UES in defense of any such claim with compensation to be based upon UES's prevailing fee schedule and expense reimbursement policy.

SECTION 14: SOLICITATION OF EMPLOYEES Client agrees not lo hire UES's employees except through UES. In the event Client hires a UES employee within one year following any project through which Client had contact with said employee, Client shall pay UES an amount equal to one-half of the employee's annualized salary, as liquidated damages, without UES waiving other remedies ii may have.
SECTION 15: ASSIGNS Neither Client nor UES may delegate, assign, sublet, or transfer its duties or interest in this Agreement without the written consent of the other party.
SECTION 16: GOVERNING LAW AND SU RVIVAL 16.1 This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction in which the UES office perfonming the services hereunder is located. 16.2 In any of the provisions of this Agreement are held illegal. invalid, or unenforceable, the enforceability of the remaining provisions will not be impaired and will survive. Limitations of liability and indemnities will survive term ination ofthis agreement for any cause.

SECTION 17: INTEGRATION CLAUSE 17.1 This Agreement represents and contains the entire and only agreement and understanding among the parties with respect to the subject matter of this Agreement, and supersedes any and all prior and contemporaneous oral and written agreements. understandings, representations. inducements, promises, warranties, and conditions among the parties. No agreement, understanding, representation, inducement, promise, warranty, or condition of any kind with respect to the subject matter of this Agreement shall be relied upon by the parties unless expressly incorporated herein. 17.2 This Agreement may not be amended or modified except by an agreement in writing signed by the party against whom the enforcement of any

modification or amendment is sought.

SECTION 18: WAIVER OF JURY TRIAL Both Client and UES waive trial by jury in any action arising out of or related to this Agreement.
SECTION 1 9: INDIVIDUAL LIABILTY PURSUANT TO FLORIDA STAT. 558.0035, AN INDIVIDUAL EMPLOYEE OR AGENT OF UES MAY NOT BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE.
UES DOCS No. 1823094 Revised 12/04/2020

Date of Issuance:	March 22, 2021
Project: Waterside Place Site Lighting &
Electrical
Contract: $1 ,990,1 50.00
Contractor: Westcoast Electric Services, Inc.

Change O rder
No.	12 
Effective Date:  _A�p_ri_l 2_,�2_0_2_1 	
!Owner: Waterside Place, LLC	Owner's Contract No.:
Date of Contract: November 1 3, 2019 
Engineers Project No.:21 561 0101/ 
21 561 5631

The Contract Documents are modified as follows upon execution of this Change Order:
Description:
Install new electrical  service to Building F.

Attachments: (List documents supporting change):
Westcoast Electric Services, Inc. change order dated 02/26/2021. 

CHANGE IN CONTRACT PRICE:
Original Contract Price:

$ 1 .990.1 50.00

CHANGE IN CONTRACT TIMES:
Original Contract Times:  D Working days	D Calendar days Substantial completion (days or date):	--'T'-'B=-'D=----------
Ready for final payment (days or date):_�T=B=D 	

(Increase] [0esreasej from previously approved Change (Increase] (Decrease] from previously approved Change Orders Orders No.	1	to No.	11	No.	1	to No. 	�1�1 	_
Substantial completion (days):  	

$ 294 850.05

Contract Price prior to this Change Order:

$ 2,285,000.05

[Increase) (0esreasej of this Change Order:

Contract Price incorporating this Change Order:

$ 2 336 972.05

Ready for final payment (days):	_	_

Contract Times prior to this Change Order:
Substantial completion (days or date):_--'T'-'B�D=-----------
Ready for final payment (days or date):_T"'B=D 	      	

[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 (days or date):_--'T'-'B=-'D=-----------
Ready for final payment (days or date):_T�B=D 	___

RECOMMENDED:	ACCEPTED:

By:	Engineer (Authorized Signature)	­
Date:  	     	

Approved by Funding Agency (if applicable):

By:		 Owner (Authorized Signature)
Date: ___	_	

Date: _"3�_-�3�0_-_2_f 	
Date:

V:\2156\actlve\21561 0101\c1v1J\cons1ruction_phase_documents\change_orders_board.coo_w3terS1de-,::ilace-Uc_watersi de plc site--light�lec_cc>-12_51972-00_nw-elec'"5Vcs--bldg-f_westcoas!-elec_e,cdc_c-941_2021 0322.doo

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

Page I of I

February 26, 202 1

WESTCOAST ELECTRIC SERVICES, INC.
2745 Commerce Parkway North Port, FL 34289 License #EC0003164
(941) 429-4900 Fax (941) 429-9980

To:	LWR Development
14400 Covenant Way Lakewood Ranch, FL 34202
Attn:	Roger Aman
Re:	Waterside Place Site Lighting and Electrical
Install new  electrical service to building F

Roger,
Please review the pricing for the pending change order for the above referenced project.
Provide and install a new 400 amp 120/208 3 phase electrical service into building F. Panel to be located on inside of the southernmost column. Meter will be located next to FPL transformer at NW corner of building D.
Include one l 00 amp "company switch" with cam lock output.
Include one 200 amp "company switch" with camlock output.
Include the install of a "below ground" receptacle for Christmas tree lighting.
Includes cost for bond increase.

---

Includes permit.

----------

__,..,,.--- ..	---.
Total- ��t/	$51,972.00	)
If the camlock boxes are not needed at this time, you can deduct $10,400.00 from the price above. There will be space to mount them next to the electrical panel at a later date and the panel will contain the circuit breakers to feed them at a later date.

Sincerely,

Randy Rude, V.P., Project Manager, Westcoast Electric Services, Inc.

Project: Lorraine Road South

CHANGE ORDER

No.:	3

Date of Issuance:  =8-_,1=3_,-2=0=-----	Effective Date:---------

��

Owner: Lakewood Ranch Stewardship District
Owner's Contract No.: 1 0 1 8 		 	
Contractor: SMR Fam1s. LLC	Engineer:

You are requested to make the following changes in the Contract Documents.
Description:. Relocate 19 additional Crape My1tle trees, insta.11 113 additional Variegated Flax Lily, install 1 addl crnpe my1tle +$9,081. Delete :from Original Contract 306 Sand Cord Grass, 97CY Mulch, 38,480sf Empire installed -$27,940

Reason for Change Order: crapes needed to be moved, add'l Var Flax Lilys and crape my1tle requested, items deleted as noted

Attachments: Change Order

Change in Contract Price
Original Contract Price
$ 163,982.00

Net changes from previous Change Orders No._!_ To No._2_
$23,550.00

Contract Price prior to this Change Order
$ 187.532.00

Net Increase (decrease) of this Change Order
$ (18,859.00)

Ci;uitract Price \Vith all approved Cliange Orders

$ 168 673.00

Recommended:

Change in Contract Times
Original Contract Times

Substantial Completion:		_ Ready for Final Payment:. 	-:-----,,------
days or dates

Net changes from previous Change Orders No._ To No._
days

Contract Times prior to this Change Order
Substantial Corripjetion:	_
Ready for Final Payment:. 	
days or dates

Net Increase (decrease) of this Change Order

dnys
Contract Times with all approved Change Orders Substantial Completion:	_
Ready for Final Payment: 	---:-----,----
days or dates

d:	Accepted:

By: 	

By: 1 �33:���¾:fl)	{Jy:---oa

c-or--,-(_u_h

S-_g__r-)-

Consultnlll (Authorized Signature)

Owner (Authorized Signatll(tj

C  tra t

A t orizcd i nntu

Date:	_	_	Date:	� - /L.f -?.,O	Dale: 	

Project: Rangeland, Esplanade to Lorraine

CHANGE ORDER

No.:_"'""3  	

Date of Issuance:  =8_,-1=3_,-2=0=-----	Effective Date:---------

-�	-

Owner: Lakewood Ranch Stewardship District
Owner's Contract No.: 1 0 1 7 		 	
Contractor: SMR Farms. LLC	Engineer:

-✓

/You are requested to make the following changes in the Contract Documents.
Description: Delete from Original Contract l Mag and 7 Ligustrum and Delete from Change Order 2 - 17 

�d-,)

/,/� Magnolia
Reason for Change Order: additional changes to original scope and previous changes of work Attachments: Change Order

Change in Contract Price
Original Contract Price

$203,883.00

Net changes from previous Change Orders No._l_ To No._2_ S 39 024.40

Contract Price prior to this Change Order

$242,907.40

Net Increase (decrease) ofthis Change Order
$-18 500.00

Contract Price with all approved Change Orders

$224 407.40

Change in Contract Times
Original Contract Times

Substantial Completion:		_ Ready for Final Payment: 	-:--days-01·d-ates---
Net changes from previous Change Orders No._ To No._

days
Contract Times prior to this Change Order

Substantial Completion:.		__ Ready for Final Payment:. 	-:--days-or d,--ates---
Net Increase (decrease) ofthis Change Order

days
Contract Times with nil approved Change Orders Substantial Completion:	_

Recommended:

Ready for Final Payment:

Approved:

days or dates	__

Accepted:

By:	Consultant (Aulhorized Sig1m1urc)
Date: 	

By:  L-;J9-;:-Owner (A�uthorized�Signaturey)    i.tvhb
Date:

By:                          Contractor (Authorized  Si ature)

gn

Date:_ 	_

Academic Ave & Lighterwood Trl.

AGREEMENT FOR LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND
 	CEPRA LANDSCAPE, LLC.	
THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of April 2021 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

 	Cepra Landscape, LLC.	
3598 SW 74th Ave Ocala, FL 34474 (the “Contractor”)

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping and irrigation improvements; and

WHEREAS, the District desires to retain an independent contractor to provide landscape and irrigation maintenance services to “Academic Avenue and Lighterwood Trail” within an area of District known as the “Northeast Sector”, the scope of which is as more particularly described in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and able to provide landscape and irrigation maintenance services and desires to provide such services 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, 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:

SECTION 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.

SECTION 2.	DESCRIPTION OF WORK AND SERVICES.

The duties, obligations, and responsibilities of the Contractor are to provide the services, 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 provided are as more particularly described and

shown on Composite Exhibit B, 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 industry best practices and procedures when carrying out the Services.

Pesticide applications shall be made by an individual licensed to perform pest control services in accordance with Chapter 487.011, Florida Statutes. Contractor shall provide proof of such licensure and certification to the District prior to commencement of the Services.

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/or subcontractors who do not behave in a professional manner, in the District’s sole determination, be removed from the Contractor’s landscape maintenance 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 on the property as provided in Composite Exhibit B. Contractor agrees to repair any damage resulting from Contractor’s activities and work within 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 landowner properties or improvements.

In the event that the District notifies the Contractor that any of the Services performed by the Contractor pursuant to this Agreement are deemed to be inconsistent with the scope of services set forth in Exhibit A, Contractor shall have two (2) business days to correct minor deficiencies, and up to fifteen (15) business days, or another mutually agreed upon timeframe, to correct non-minor deficiencies. As it would be difficult to ascertain the exact amount of damages incurred by the District as a result of the Contractor’s failure to perform in accordance with the terms of the Agreement, in the event that the Contractor fails to timely remedy the deficiency(ies) as set forth herein, the District is entitled to reduce the current monthly payment to the Contractor by fifteen (15%) percent per day, 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 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.

SECTION 3.	COMPENSATION; TERM.

As compensation for the completion of the Services, the District agrees to pay the Contractor Forty Four Thousand Nine Hundred Seventy Five Dollars and Twenty Two Cents ($44,975.22) per year, which amount includes all tools, labor and materials necessary to complete the Services. The term of this Agreement shall be from March 1st 2021 through February 28th 2022 unless terminated earlier in accordance with the terms of this Agreement or renewed for optional one (1) year renewals at the option of the parties hereto at the same price and terms as provided for herein.

If the District should desire additional work or services not provided in 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 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 in Section 4.

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 evidence, in the form 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 form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render an invoice to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. This invoice is due and payable within forty-five (45) days of receipt by the District, or in accordance with Florida’s Prompt Payment Act, whichever is sooner. The invoice shall include such supporting information as the District may reasonably require the Contractor to provide.

SECTION 4. CHANGE ORDERS. Contractor understands that the Services may be reduced, expanded 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 cooperate with and assist the District in 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 event the service is not represented by a lump sum or unit price set forth in 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.

SECTION 5.    WARRANTY AND COVENANT. 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 (1) 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 (1) 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 provided by Florida law unless longer guarantees or warranties are provided for elsewhere 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 Services, 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 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 certifies it is receiving 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 Services.

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, environmental, 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.

SECTION 6   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
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$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. At no time shall Contractor be without insurance in the above 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 certificate evidencing compliance with this section shall be sent to the District prior to the commencement of any performance under this Agreement.

SECTION 7. INDEPENDENT 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 of an 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 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 W-9 form prior to the commencement of the Services.

SECTION   8.	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 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 rules 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 9.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party.   Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 10. ENFORCEMENT OF AGREEMENT. In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 11. AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 12. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 13. 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:	Cepra Landscape, LLC.
3598 SW 74th Ave Ocala, FL 34474 Attn: Justin Norris

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

With a copy to:	Lakewood Ranch Stewardship District Operations
14400 Covenant Way Lakewood Ranch, FL 34202 Attn: Operations Manager

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

SECTION 14. ARM’S LENGTH TRANSACTION.   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 construed against either the District or the Contractor.

SECTION 15.   THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to

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

SECTION 16. ASSIGNMENT. 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 17. 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.

SECTION 18.	INDEMNIFICATION.

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 performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($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 bankruptcy proceedings) as ordered.

SECTION 19.	LIMITATIONS	ON	GOVERNMENTAL	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 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.

SECTION 20. TERMINATION. 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, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all 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 21. OWNERSHIP OF DOCUMENTS. 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.

SECTION 22.   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 Statutes. 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, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407) 723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 23. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 24. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 25. ENTIRE AGREEMENT. This instrument 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]

Academic Ave & Lighterwood Trl.

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:	Cepra Landscape, LLC.	

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Exhibit A:	Description of Services
Composite Exhibit B:	Landscape Maintenance Exhibit
Exhibit C:	Landscape Maintenance Scope Sheet
Exhibit D:	Form of Change Order

Academic Ave & Lighterwood Trl.

EXHIBIT A

Description of Services

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
Maintenance Specifications

Turf Maintenance

Mechanical: St. Augustine and Zoysia turfgrass 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 at frequencies necessary to sustain vigor and other desired conditions; a minimum of 25 times per year. All turf shall be maintained with rotary mower. Mower blades shall be sharp at 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 a clean, defined appearance and to maintain shape and size.

Line trimmers shall be used at each mowing event to preserve a 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 at all times.

Fertilization: Turf shall be fertilized at intervals necessary to promote and sustain desired conditions. Complete fertilizers shall be granular in composition and contain 30% to 50% or more of the nitrogen in a 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 rate 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 sulfate, sucrate or chelated form. Fertilizer will be blown or swept off of sidewalks and other paved surfaces. Specific fertilizer formulation shall vary depending on type of turfgrass and based on soil analysis provided by Contractor. Fertilizer applications shall comply with all applicable laws 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 (IPM) shall be utilized to prevent or mitigate damage caused by insects and disease.

Pesticide applications will be made by in accordance with the laws and regulations governing use of pesticides in Florida.

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 time they appear to maintain the palms looking their best. No 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 a minimum of 8’ clearance of the canopy as measured

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
from the ground. Contractor will remove and dispose of all biomass generated by pruning activities.

Fertilization: Shrubs, trees and ground covers shall be fertilized 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 1,000 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 four 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. The fertilizer should also contain magnesium and a complete micronutrient amendment. The fertilizer analysis shall be similar to 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 the entire plant bed. Nutrient deficiencies shall be treated with supplemental applications 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 laws and regulations.

Pest and Weed Control: Contractor shall practice Integrated Pest Management (IPM) in compliance with applicable laws and regulations to control insects, 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, horticultural oils and biological controls such as Bacillus thuringiensis (Br). Weeds in beds or mulched areas will usually be removed mechanically or be hand. Herbicides will be employed for heavy weed infestations.

Annuals Maintenance

Annual Flowers: Replacement of existing annuals will be done 4 times per year at a per-plant cost not included within the Agreement price. Renovation of annual beds with soil amendments shall be accomplished once per year in 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 at installation with time- release fertilizer. Supplemental fertilization with liquid 20-20-20 or comparable shall also be applied as necessary to promote color and vigor. Hand-pulled weed control will be performed during every maintenance service to ensure all areas are 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.

Lakewood Ranch Stewardship District		Landscape & Irrigation Maintenance Agreement EXHIBIT A
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 nozzles
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 made by Contractor 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 to ensure adequate irrigation is applied.

Central Control: Contractor must communicate all changes made 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 charges. Removal of thatch (a spongy build-up of dead and living grass shoots, stems and roots) should be considered when thatch thickness exceeds one inch. The best time for thatch removal is March through August when the turf is rapidly growing. Verti-cutting, using a vertical mover is the recommended 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 the 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 not limited to:
Major clean-up due to storms, vandalism or otherwise
Hand watering
Fire Ant control

Academic Ave & Lighterwood Trl.

COMPOSITE EXHIBIT B

Landscape Maintenance Exhibits

S.R. 64

MATCHLINE - A

30 ft

30 ft

10 SP

W

30 TD

40 IX

40 IX

30 ft

30 ft

W

5 MG

W

3 QV

MATCHLINE - B

     30 ft

30 ft

30 ft

W

3 MG

W

All landscape areas to utilize 100% automatic irrigation from a non-potable water source

W

W

3 QV

ROADWAY - A

30 ft

3 MG

30 TD

10 SP

30 ft

40 IX

40 IX

3 QV

IF BURLAP IS PRESENT ROLL TO 1/3 OF FABRIC INTO PIT.

OVERALL (O.A.) HEIGHT

ROOTBALL SHALL BE AT SAME GRADE AS IT'S ORIGINAL SETTING AND PLUMB.

CLEAR TRUNK (C.T.)
CLEAR OR GRAY WOOD

FRONDS SHALL BE TIED UP FOR PROTECTION OF BUDS. LARGE DATE PALMS AND ALL FAN PALMS SHALL REMAIN TIED FOR 1 MONTH MINIMUM. PALMS WITH DAMAGED BUDS WILL NOT BE ACCEPTED.
TRUNK SHALL BE FREE OF SCARS, BURNS, HOLES, ETC.
ROOTBALL SHALL HAVE 16'' MINIMUM RADIUS FROM TRUNK.
INSTALL 4' DIAMETER MULCH RING AROUND ALL PALMS IN SOD AREAS.

SR 64

FINISH GRADE

UIHLEIN ROAD

MATCHLINE - C

MATCHLINE - B

3'' HIGH SOIL SAUCER

3'' MULCH

60

6'' CROWN

STAKING DIRECTIONS:
(3) 2''x4''x8" BRACES 120 APART NAILED TO
(3) 2''x4''x12'' SEATS WIRE-BANDED OVER 5 LAYERS OF BURLAP WRAP (1) 2''x4''x30'' STAKE EACH.

MATCHLINE - A

2 x BALL DIA.	BACKFILL SHALL BE NATIVE SOIL AMENDED WITH MYCOR PALM SAVER AND SAND, IF

	

	

24,614 sf

24,583 sf

25,735 sf

22,083 sf

9,887 sf

MATCHLINE - A

30 ft

30 ft

EXISTING SUBGRADE

REQUIRED, FOR DRAINAGE. WATER AND TAMP TO REMOVE AIR POCKETS

ORIENTATION MAP

NOT TO SCALE

W

W

W

W

W

W

W

W

W

W

W

W

W

3 MG

1 MG

3 MG

18 TD	26 ICB

1 MG

W

W

All landscape areas to utilize 100% automatic irrigation from a non-potable water source

UIHLEIN ROAD

40 IX	40 IX

3 QV

W

W

W

3 MG

3 QV

ROADWAY - B

W

W

W

3 MG

W

18 TD	26 ICB

MATCHLINE - C

30 ft

MATCHLINE - B

30 ft

165 JP

W

26 ICB

W

14 SP		 	

3 PS	30 TD

FM

W

 		3 QV

ROADWAY - B

FM

165 JP	26 ICB

FM

FM

3 SP

2 SP

54 VO

 	14 SP

1 SP

MATCHLINE - C

MATCHLINE - B

 	

4 IA

MATCHLINE - C

UIHLEIN ROAD

3 SP

SR 64

MATCHLINE - A

LANDSCAPE GENERAL NOTES
LANDSCAPE NOTES ARE ALL INCLUSIVE. ALL QUESTIONS CONCERNING THE LANDSCAPE PLAN, DETAILS, AND SPECIFICATIONS SHALL BE DIRECTED TO THE LANDSCAPE ARCHITECT (941) 746-8664.
PLANT COUNT TOTALS IN THE PLANT MATERIALS LIST ARE FOR THE CONVENIENCE OF THE LANDSCAPE CONTRACTOR. BIDDERS SHALL VERIFY ALL PLANT COUNTS WITH THE SPECIFIED QUANTITIES SHOWN ON THE LANDSCAPE PLAN. THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL MATERIALS DRAWN ON THE PLAN.
REVIEW THE GENERAL NOTES, PLANT MATERIAL LIST, PLANS, DETAILS, AND WRITTEN SPECIFICATIONS (IF PROVIDED). THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR IMPLEMENTING THE LANDSCAPE PLAN AS DRAWN AND DIRECTED BY THE NOTES AND SPECIFICATIONS. CONTACT THE LANDSCAPE ARCHITECT WHEN SIGNIFICANT FIELD CHANGES REQUIRE PLAN REVISION AND BEFORE MAKING MATERIAL SUBSTITUTIONS.
PRIOR TO SUBMITTING THE BID, THE LANDSCAPE CONTRACTOR SHALL VISIT THE SITE TO BECOME FAMILIAR WITH EXISTING CONDITIONS. SEE ENGINEERING (CIVIL) PLANS FOR ADDITIONAL SITE INFORMATION.
ALL PLANTS FURNISHED BY THE LANDSCAPE CONTRACTOR SHALL BE FLORIDA NO. 1 QUALITY OR BETTER IN ACCORDANCE WITH GRADES AND STANDARDS FOR NURSERY PLANTS, STATE OF FLORIDA 2ND EDITION (FEB. 1998 PI# 97T-05). THE OWNER AND/OR LANDSCAPE ARCHITECT SHALL DETERMINE THE ACCEPTABILITY OF ALL PLANT MATERIAL SUPPLIED BY THE LANDSCAPE CONTRACTOR. SPECIMEN MATERIAL SHALL BE APPROVED BEFORE INSTALLATION.
ALL PLANT MATERIAL THAT HAS BEEN FIELD TAGGED BY THE LANDSCAPE ARCHITECT SHALL REMAIN TAGGED UNTIL FINAL ACCEPTANCE OF THE PROJECT. ALL MATERIAL NOT TAGGED BY LANDSCAPE ARCHITECT IS SUBJECT TO REJECTION. REJECTED PLANT MATERIAL SHALL BE REPLACED AT CONTRACTORS EXPENSE UNTIL ACCEPTABLE MATERIAL IS PROVIDED.
AT HIS DISCRETION, THE LANDSCAPE ARCHITECT MAY REQUIRE ALL PLANTS TO BE SET IN PLACE AND APPROVED PRIOR TO ANY PLANT INSTALLATION. THE LANDSCAPE CONTRACTOR SHALL CALL TO SCHEDULE THE INSPECTION FOUR (4) WORKING DAYS IN ADVANCE.
STAKE ALL TREES. SEE TREE PLANTING DETAIL.
PROVIDE ARBORGARD+ FLEXIBLE BARK PROTECTORS (MODEL A69-4) AROUND BASE OF TRUNK FOR ALL SINGLE TRUNK TREES FREESTANDING IN SODDED AREAS. THEY ARE AVAILABLE AT ARBORIST SUPPLY HOUSE, INC., (FT. LAUDERDALE, FL:
1-800-749-9528).
ALL TREES SHALL BE PLANTED WITH MYCOR TREE SAVER (3oz PER 1'' CAL.) AND PHC HEALTHY START MACRO TABLETS (21 GRAM - 4 PER 1'' CAL.) - SEE MANUFACTURERS SPECIFICATIONS FOR INSTALLATION METHOD (PLANT HEALTH CARE, INC. 941-751-9455, OR THE TREE HOUSE 941-722-3369).
ALL PALMS SHALL BE PLANTED WITH MYCOR PALM SAVER - SEE MANUFACTURERS SPECIFICATIONS FOR APPLICATION RATE AND INSTALLATION METHOD ( PLANT HEALTH CARE, INC. 1-800-421-9051).
ON NON-IRRIGATED SITES OR AREAS, TREES AND PALMS SHALL ALSO RECEIVE TERRA-SORB HYDRO GEL (PLANT HEALTH CARE INC.) AS PER MANUFACTURER SPECIFICATIONS.
ALL SHRUBS SHALL RECEIVE 1/2 LB. OF MILORGANITE PER FOOT OF HEIGHT; TREES SHALL RECEIVE 5 LBS. PER INCH OF CALIPER; AND GROUNDCOVERS SHALL BE FERTILIZED AS PER LABEL INSTRUCTIONS. IN ALL INSTANCES FERTILIZER SHALL BE MIXED IN EVENLY WITH BACKFILL MATERIAL.
ALL SHRUBS AND GROUNDCOVER SHALL ALSO RECEIVE PHC HEALTHY START MACRO TABLETS (21 GRAM - 1 PER 1 GAL., 3 PER 5 GAL., 4 PER 10 GAL., AND 5 PER 15 GAL.). INSTALL AS PER MANUFACTURERS DIRECTIONS.

NOTE: SEE GENERAL NOTES TO DETERMINE IF ADDITIONAL SOIL AMENDMENTS ARE REQUIRED.

AMEND BACKFILL OF ALL SHRUBS AND GROUNDCOVERS ONLY WITH 1/3 CLEAN FLORIDA PEAT OR APPROVED PLANTING MIX. MIX

SOD SHALL BE INSTALLED WITH TIGHT JOINTS, ROLLED AND FERTILIZED AT TIME OF INSTALLATION. ALL SOD SHALL BE FREE OF NUISANCE SPECIES, INVASIVE AND EXOTIC WEEDS OR THEIR SEED.
ALL REQUIRED MATERIAL SHALL BE THE RESPONSIBILITY OF THE LANDSCAPE CONTRACTOR UNTIL FINAL PROJECT ACCEPTANCE, BUT NO LESS THAN A PERIOD OF THIRTY (30) DAYS. RELOCATED MATERIALS AND OWNER SUPPLIED MATERIALS ARE EXEMPT.
AFTER THE PROJECT IS ACCEPTED, THE LANDSCAPE CONTRACTOR SHALL SUPPLY THE OWNER WITH A TWELVE (12) MONTH WARRANTY COVERING THE PLANT MATERIAL (ENSURING PLANT HEALTH AND SATISFACTORY GROWTH) AND A COMPLETE MAINTENANCE PROGRAM TO BE FOLLOWED DURING AND AFTER THE WARRANTY PERIOD. DURING THE WARRANTY PERIOD THE LANDSCAPE CONTRACTOR WILL NOT BE HELD RESPONSIBLE FOR THEFT, VANDALISM, OR UNUSUAL ACTS OF GOD.
THE LANDSCAPE CONTRACTOR IS ADVISED TO CALL SUNSHINE STATE ONE (1-800-432-4770) TO FIELD LOCATE EXISTING UTILITIES AND SECURE A PERMIT NUMBER PRIOR TO BEGINNING WORK. USE DUE CAUTION AROUND THE UTILITIES. THE LANDSCAPE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR ANY DAMAGE DONE TO EXISTING UTILITIES.
LANDSCAPE CONTRACTOR SHALL COORDINATE WITH IRRIGATION CONTRACTOR.
THERE SHALL BE 3' MINIMUM CLEARANCE FROM LANDSCAPE PLANTS TO THE EDGE OF THE METERS LESS THAN 3" AND 10' FOR METERS 3" AND LARGER.
THERE SHALL BE 7.5' MINIMUM CLEARANCE FROM THE FRONT AND BOTH SIDES AND 4' FROM THE BACK FOR ALL FIRE HYDRANTS.
NO TREES SHALL BE PLANTED WITHIN 10' OF ANY COUNTY MAINTAINED WATER OR SEWER MAIN.

FORM SAUCER WITH
3'' CONTINUOUS RIM	3'' MULCH

BACKFILL SHALL BE NATIVE SOIL WITH MILORGANITE AND PHC HEALTHY START MACRO TABLETS AS PER MANUF. DIRECTIONS (21 GRAM TABLETS 1 PER 1 GAL, 3 PER 5 GAL, 4 PER

57 MC

3 SP

ORIENTATION MAP

NOT TO SCALE

	

	

33,556 sf

33,556 sf

28,316 sf

28,316 sf

ORGANIC SOIL AMENDMENTS THOROUGHLY WITH THE NATIVE SOIL BEFORE BACKFILLING PLANTING PITS.
ONLY PRUNE TREES AND SHRUBS TO REMOVE DEAD OR DAMAGED FOLIAGE - OR TO COMPENSATE FOR ROOT LOSS CAUSED BY TRANSPLANTING. MAKE CERTAIN TO RETAIN THE PLANT MATERIAL'S NATURAL FORM WHEN PRUNING. NEVER CUT THE CENTRAL GROWTH LEADER OF A TREE, OR INSTALL ANY TREE THAT HAS HAD THE CENTRAL GROWTH LEADER CUT. ALL TREES SHALL BE TRIMMED FOR CLEAR TRUNK UNLESS OTHERWISE SPECIFIED.
WHERE PLANTING AREAS ABUT PAVEMENT, FINISHED SOIL LEVEL SHALL BE THREE INCHES (3") BELOW TOP OF PAVEMENT.
ALL PLANTING AREAS SHALL RECEIVE MULCH AT THE RATE OF 1 CUBIC YARD PER 110 SF. OF AREA (THIS EQUALS A 3'' MULCH DEPTH) - UNLESS OTHERWISE NOTED. SEE PLANT MATERIALS LIST FOR SPECIFICATIONS.
KEEP MULCH SIX INCHES (6") BACK FROM ALL TREE TRUNKS.

10 GAL & 5 PER 15 GAL). WATER AND TAMP TO REMOVE AIR POCKETS.

2 X BALL DIAMETER (REQUIRED)

Academic Ave & Lighterwood Trl.

EXHIBIT C

Landscape Maintenance Scope Sheet

F:\LLAWM\STEWARDSHIP DISTRICT\Landscape and Irrigation\NE Sector\Academic Ave\Copy of SMR Cepra Academic Ave_Lighterwood Trl Maintenance Contract Scope 2-25-21.xlsx
Scope Sheet

updated on 2/25/2021	Lakewood Ranch Stewardship District Landscape Maintenance Scope Academic Ave Lighterwood Trl
Cepra Landscape LLC.

Section I: Contract Scope	
	Unit $	Per Year$	
Premium Turf:	107,500	SF	$	0.19	$	20,425.00	
Non-Premium Turf (mechanical only)	230,646	SF	$	0.07	$	16,145.22	
Beds/Shrubs/Ground Covers:	6,600	SF	$	0.25	$	1,650.00	
Irrigation Zones:	33	LS	$	135.00	$	4,455.00	
Canopy Trees; 8' Clearance:	18	LS	$	50.00	$	900.00	
Accent Trees:	28	LS	$	50.00	$	1,400.00	
	Total Contract:	$	44,975.22	

Section II: Non-Contract Scope	Unit $	
Canopy Trees; Structural Pruning:	33	LS	$	150.00	
Palm Tree Pruning:	67	LS	$	38.00	
Annuals:	0	LS		
Re-Mulch (at 1" depth):	22	CY	$	51.00	
Irrigation Repair:	PER HOUR	$	55.00	

EXHIBIT D

Form of Change Order

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:

(List documents supporting change)

Reason for Change Order: Attachments:

Change in Contract Price
Original Contract Price

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No.

To No. 	

Net changes from previous Change Orders No.

To No.

$ 	
days

Contract Price prior to this Change Order

$ 	

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order
$ 	

Net Increase (decrease) of this Change Order

days

Contract Price with all approved Change Orders

$ 	

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:
By:		By:		By: 	

Consultant (Authorized Signature)

Garrett Hardy, Maintenance Manager

Louis Lawman, Project Manager

Owner (Authorized Signature)	Contractor (Authorized Signature)

Date:		Date:		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

2020 Audit

To: Jane Gaarlandt – PFM Group Consulting LLC – District Manager From: Tony Chiofalo –Supervisor Lakewood Ranch Stewardship District Re: District Audited Financial Statements
Date: April 1, 2021

Attached are the Lakewood Ranch Stewardship District Audited Financial Statements for the fiscal year ended September 30, 2020. Please include as an agenda item the review and acceptance of the audit at the April 9, 2021 Lakewood Ranch Stewardship District Board of Supervisors Meeting. Please note the audit in your Agenda email.

The audit was conducted by the CPA Firm of Carr Riggs & Ingram in accordance with auditing standards generally accepted in the United States and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. The Carr Riggs partner on this engagement is Tim Gruters.

The Independent Auditors Report on the Financial Statements states that the Statements are presented fairly in all material respects. The auditors also reported on internal controls and have included as “Other Non-Financial Information” a letter stating that no deficiencies in internal control over the financial reporting were found. The Other Non- Financial Information also includes a Management Letter issued by the auditor stating that the District is in compliance with all Rules of the Auditor General.

The significant financial transactions that occurred during the year to the District’s Financial Statements included:
The issuance of six new bonds during the fiscal year for $83.6 million to fund certain infrastructure within the District.
Life to date the District has issued approximately $509 million in bonds and as of September 30, 2020, there are twenty-five District bonds in place whose total outstanding balance is $393 million.
During the fiscal year the District:
Disbursed $97 million in bond proceeds on infrastructure construction
Collected $40 million in debt service assessments
Disbursed $29 million in bond principal repayments
Disbursed $19 million in bond interest payments
Collected $6.3 million in operational and maintenance assessments and disbursed the same on costs.

At the end of the fiscal year, the District had $90.2 million in restricted cash consisting of $33.3 million in debt service reserve funds and $57 million in construction funds.

We would ask that the Board of Supervisors accept the Auditors Report on the Financial Statement so that the “final” Report can be issued and filed with the appropriate State of Florida agencies. Upon issuance we will complete and submit the required Annual Financial Report to the Department of Financial Services whose due date for the Report is June 30, 2021.

DRAFT 4 1 21

Lakewood Ranch Stewardship District
AUDITED FINANCIAL STATEMENTS

September 30, 2020

DRAFTTable o4f Conte1nts
Page

REPORT
Independent Auditors’ Report.....................................................................................	1
Management’s Discussion and Analysis ......................................................................	3
BASIC FINANCIAL STATEMENTS
Government-Wide Financial Statements:
Statement of Net Position .....................................................................................	8
Statement of Activities ..........................................................................................	9
Fund Financial Statements:
Balance Sheet – Governmental Funds and Reconciliation of the Balance Sheet to the Statement of Net Position ..................................................................................	10
Statement of Revenues, Expenditures, and Changes in Fund Balances –
Governmental Funds .......................................................................................	11
Reconciliation of the Statement of Revenues, Expenditures, and
Changes in Fund Balances – Governmental Funds to the Statement of Activities	12
Notes to the Financial Statements ..............................................................................	12
REQUIRED SUPPLEMENTARY INFORMATION
Budgetary Comparison Schedule – General Fund ......................................................	23
OTHER NON-FINANCIAL INFORMATION ...............................................................
Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of
Financial Statements Performed in Accordance with
Government Auditing Standards ..............................................................................	24
Independent Accountants’ Report on Compliance with Florida Statutes 218.415 – Investment of Public Funds ................................................................................	26
Management Letter .....................................................................................................	27

■2■1

DRAFTTable o4f Conte1nts
Page

REPORT
Independent Auditors’ Report.....................................................................................	1

Management’s Discussion and Analysis ......................................................................	3

BASIC FINANCIAL STATEMENTS
Government-Wide Financial Statements:
Statement of Net Position .....................................................................................	8
Statement of Activities ..........................................................................................	9

Fund Financial Statements:
Balance Sheet – Governmental Funds and Reconciliation of the Balance Sheet to the Statement of Net Position ..................................................................................	10
Statement of Revenues, Expenditures, and Changes in Fund Balances –
Governmental Funds .......................................................................................	11

Reconciliation of the Statement of Revenues, Expenditures, and
Changes in Fund Balances – Governmental Funds to the Statement of Activities	12

Notes to the Financial Statements ..............................................................................	12

REQUIRED SUPPLEMENTARY INFORMATION
Budgetary Comparison Schedule – General Fund ......................................................	23

OTHER NON-FINANCIAL INFORMATION ...............................................................
Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of
Financial Statements Performed in Accordance with
Government Auditing Standards ..............................................................................	24

Independent Accountants’ Report on Compliance with Florida Statutes 218.415 – Investment of Public Funds ................................................................................	26

Management Letter .....................................................................................................	27

REQUIRED COMMUNICATION
Required Communications ..........................................................................................	29

Accounting Policies, Judgments, & Sensitive Estimates & CRI Comments on Quality	37

Summary of Adjustments ............................................................................................	38

Management Representation Letter ...........................................................................	40

Internal Control Findings .............................................................................................	47

■2■1

INDEPENDENT AUDITORS’ REPORT

Board of Supervisors
Lakewood Ranch Stewardship District

Report on the Financial Statements

DRAFT 4 1 21

We have audited the accompanying financial statements of the governmental activities and each major fund of Lakewood Ranch Stewardship District ("District"), as of and for the year then ended September 30, 2020, and the related notes to the financial statements, which collectively comprise the District’s basic financial statements, as listed in the table of contents.

Management’s Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditors’ Responsibility

Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement.

An audit involves performing procedures to obtain evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the District’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the District’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.

Opinion

DRAFT 4 1 21

In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities and each major fund of Lakewood Ranch Stewardship District, as of September 30, 2020, and the respective changes in financial position for the year then ended in accordance with accounting principles generally accepted in the United States of America.

Other Matters

Required Supplementary Information

Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and budgetary comparison information on pages 3 through 6 and page 23 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
Other Reporting Required by Government Auditing Standards

In accordance with Government Auditing Standards, we have also issued our report dated April 9, 2021, on our consideration of the District’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the District’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the District’s internal control over financial reporting and compliance.

Carr, Riggs, & Ingram, LLC Bradenton, Florida
April 9, 2021

DRAFT 4 1 21
MANAGEMENT’S DISCUSSION AND ANALYSIS

The following is a narrative overview and analysis of the financial activities of the Lakewood Ranch Stewardship District (“District”) for the fiscal year ended September 30, 2020.

Financial Highlights and Analysis of Financial Statements
As of September 30, 2020 and 2019, the total assets of the District were $445,676,895, and
$346,951,594, respectively, an increase of $98,725,301. The primary factor for the change was the approximate increase in capitalized assets of $83.6 million less approximately $15.3 million in depreciation charges.

As of September 30, 2020 and 2019, the total liabilities of the District were $403,912,600 and $344,086,100, respectively, an increase of $59,826,500. The primary factor for the change was the approximate $83.8 million of debt from new bond issues less approximately
$29.2 million in bond principal repayments.

In the government-wide financial statements (accrual basis), the District’s assets exceeded liabilities by $41,764,295 and $2,865,494 as of September 30, 2020 and 2019, respectively.
In the governmental funds (modified accrual basis), the District’s fund balance totaled
$80,549,980 and $72,105,277 as of September 30, 2020 and 2019, respectively. The primary factor for both of these variances was the change in assets and liabilities as discussed above.

Overview of the Financial Statements
This discussion and analysis is intended to serve as an introduction to the District’s basic financial statements. The District’s basic financial statements comprise three components: 1) government- wide financial statements, 2) fund financial statements, and 3) notes to the financial statements.

Government-wide financial statements – The government-wide financial statements are designed to provide readers with a broad overview of the District’s finances, in a manner similar to a private- sector business.

The statement of net position presents information on all of the District’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the District is improving or deteriorating.

The statement of activities presents information showing how the District’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows.

Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods.

The District’s governmental activities include general government, physical environment, and interest on long-term debt.

The government-wide financial statements can be found on pages 8 and 9 of this report.

DRAFT 4 1 21
Fund financial statements – A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The District uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the District’s funds are governmental funds.

Governmental funds – Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near- term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements.

Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the District’s near-term financing decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities.

The District maintains three individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the general fund, the debt service fund and the capital projects fund, all of which are considered to be major funds.

The basic governmental fund financial statements can be found on pages 10 to 12 of this report.

Notes to the financial statements – The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found on pages 13 through 25 of this report.

Government-Wide Financial Analysis		
Statement of Net Position	2020	2019	
Current and other assets	$ 90,973,152	$	75,915,289	
Capital assets	354,703,743	271,036,305	
Total assets	$ 445,676,895	$ 346,951,594	
Curent liabilities	$ 51,579,172	$	10,654,012	
Long-term liabilities	352,333,428	333,432,088	
Total liabilities	$ 403,912,600	$ 344,086,100	

Net investment in capital assets	
$	1,414,924	
$	6,435,858	
Restricted	33,395,326	-	
Unrestricted	6,954,045	(3,570,364)	
Total net position	$ 41,764,295	$	2,865,494	

Current and other assets increased by $15,057,863 primarily due to investments held as a result of bond proceeds less capital outlay for Azario, Country Club East, and Lorraine infrastructure projects.

DRAFT 4 1 21
The primary changes in the capital assets increase of approximately $83.6 million were the completion of Lakewood National & Polo Run infrastructure improvements, and the infrastructure improvements on the Villages of Lakewood Ranch South, Lakewood Centre Northwest, Del Webb, Northeast Sector, and Lakewood Centre South projects of approximately $97.5 million less approximately $15.0 million of depreciation expense. The continued issuance of new bonds by the District is due to the continuing opening up of new residential development areas within the District with the bond proceeds being disbursed for master infrastructure in the appropriate assessment areas

Total liabilities increased by approximately $59.8 million, due primarily to new bonds issued, Azario, Country Club East, Lorraine, and Lakewood Centre Northwest.

Statement of Activities	2020	2019	
Program revenues			
Charges for services	$ 40,345,375	$	14,541,174	
Operating grants and contributions	33,326,616	13,655,803	
General revenues			
Investment income	699,928	886,452	
Non advalorem assessments	4,649,534	2,970,621	
Total revenues	79,021,453	32,054,050	
Expenses			
General government	856,343	608,845	
Physical environment	20,856,094	17,597,998	
Interest on long-term debt	19,870,997	17,029,536	
Total expenses	41,583,434	35,236,379	
Changes in net position	37,438,019	(3,182,329)	
Net position - beginning	2,865,494	6,047,823	
Net position - ending	$ 40,303,513	$	2,865,494	

Charges for services consist of lot sale proceeds and operating grants and contributions consists of Developer cash funding contributions. Charges for services increased by $25,804,201, primarily due increased land sales. Physical environment increased by $3,258,096 due to costs associated with new projects.

Capital Assets

During the year ended September 30, 2020, the District had a gross increase of infrastructure approximately $63.5 million. Primary capital projects continuing were Villages of Lakewood Ranch South and Northeast Sector projects. Additional information on the District’s capital assets can be found in Note 4 of this report.

Debt Administration

During the year ended September 30, 2020, the District issued six new bonds for various projects netting to $83.8 million. Approximately $28.8 million was made in repayments of amounts due on the various issues of the District. Additional information on the District’s long-term debt can be found in Notes 5 and 6 of this report.

Budgetary Highlights

DRAFT 4 1 21

The District set its annual budget for the District expecting to be operational for the entire year. Landowner funding came in lower than anticipated by $1,358,764 and Assessment funding came in higher than anticipated by $136,657. The variance of the budgeted expenditures compared with actual results was $1,219,220 lower than anticipated. The reason for this variance is timing of completed infrastructure projects where needed landscape and related maintenance started later than budgeted. There were no budget amendments during the year.

Economic Factors and Year 2021 Budget

The District is anticipating increased interest in the various developments and projects currently underway. Next year’s budget main components will be maintenance of the project areas, administration of the District, and continued infrastructure acquisition and improvements on capital projects begun in 2017, 2018, 2019, and 2020.

Requests for Information

This financial report is designed to provide a general overview of the District’s finances for all those with an interest in them. Questions concerning any of the information provided in this report or requests for additional information should be addressed to Lakewood Ranch Stewardship District, Attn: Supervisor, 14400 Covenant Way, Bradenton, Florida 34202.

DRAFT 4 1 21

BASIC FINANCIAL STATEMENTS

DRAFT 4 1 21

Lakewood Ranch Stewardship District
Statement of Net Position

September 30,	2020	
	Governmental
Activities	
Assets
Current Assets:
Cash and cash equivalents	

$	317,661	
Total current assets	317,661	

Other Assets:
Cash and cash equivalents - restricted	

90,262,229	
Accrued interest receivable	75,740	
Prepaid expenses	6,406	
Due from land owner	255,135	
Total other assets	90,655,491	

Capital Assets: Depreciable assets: District infrastructure	

401,203,068	
Less accumulated depreciation	(90,877,747)	
Net depreciable assets	310,325,321	
Non-depreciable assets:		
Construction in progress	44,378,422	
Total capital assets	354,703,743	

Total assets	
445,676,895	

Liabilities		
Current Liabilities:
Accounts payable	
10,423,172	
Bonds payable, current portion	41,156,000	
Total current liabilities	51,579,172	

Non-current Liabilities:
Bonds payable, long-term portion	

352,333,428	
Total non-current liabilities	352,333,428	
Total liabilities	403,912,600	

Net Position		
Net investment in capital assets	1,414,924	
Restricted for debt service	33,395,326	
Unrestricted	6,954,045	
Total net position	$ 41,764,295	

DRAFT 4 1 21

Lakewood Ranch Stewardship District
Statement of Activities

For the year ended September 30, 2020

Program Revenues
Charges	Operating	Capital

Net (Expense) Revenue and Changes in Net Position

for	Grants and	Grants and Governmental
Functions / Programs	Expenses	Services     Contributions     Contributions	Activities Primary government:
Governmental activities:

General government

$	856,343

$ 40,345,375

$ 33,326,616   $

-	$ 72,815,648

Physical environment	20,856,094	-	-	-	(20,856,094)
Interest on long-term debt	19,870,997	-	-	-	(19,870,997)

Total governmental activities

$ 41,583,434

$ 40,345,375

$ 33,326,616   $

-	32,088,557

General revenues:
Non advalorem assessments	
4,649,534	
Investment income	699,928	
Total general revenues	5,349,462	

Change in net position	
37,438,019	
Net position - beginning	4,326,276	
Net position - ending	$ 41,764,295	

DRAFT 4 1 21

Lakewood Ranch Stewardship District Balance Sheet – Governmental Funds and Reconciliation of the Balance Sheet to
the Statement of Net Position

September 30, 2020

 	Major Funds	

Total

Debt		Capital	Governmental General	Service	Projects		Funds

Assets
Cash and cash equivalents

$	317,661 $

-	$	-	$

317,661

Cash and cash equivalents - restricted	-	33,339,345	56,922,884	90,262,229	
Accounts Receivable	75,740	-	-	75,740	
Other receivables	-	55,981	-	55,981	
Prepaid expenses	6,406	-	-	6,406	
Due from land owner	255,135	-	-	255,135	
Total assets	$	654,942	$ 33,395,326	$ 56,922,884	$ 90,973,152	

Liabilities
Accounts payable

$	637,165 $

-	$     9,786,007 $

10,423,172

Accrued expenses	-	-	-	-

Total liabilities	637,165	-	9,786,007	10,423,172

Fund Balances
Restricted reported	-	33,395,326	47,136,877	80,532,203	
Unassigned reported	17,777	-	-	17,777	
Total fund balances	17,777	33,395,326	47,136,877	80,549,980	
Total liabilities and fund balances	$	654,942	$ 33,395,326	$ 56,922,884	$ 90,973,152	

Amounts reported for governmental activities in the statement of net position are different because:
Fund balance - governmental funds
Capital assets used in governmental activities are not financial

$ 80,549,980

resources and therefore, are not reported in the funds	354,703,743
Certain liabilities are not due and payable in the current period and therefore are not reported in the funds.
Bonds payable, net	(393,489,428)

Net position - governmental activities	$ 41,764,295

DRAFT 4 1 21

Lakewood Ranch Stewardship District Statement of Revenues, Expenditures, and Changes in Fund Balances –
Governmental Funds

For the fiscal year ended September 30, 2020

 	Major Funds	

Total

Debt		Capital Governmental General	Service	Projects	Funds

Revenues		
Land owner funding contributions	$	1,702,293	$	-	$	31,624,323	$	33,326,616	
Assessments	4,649,534	-	-	4,649,534	
Investment income	-	408,985	290,943	699,928	
Homeowner debt service payments	-	40,341,425	-	40,341,425	
Other revenues	3,950	-	-	3,950	
Total revenues	6,355,777	40,750,410	31,915,266	79,021,453	

Expenditures
Current:
General government
Physical environment:	856,343	-	-	856,343	
Operations
Debt service:	5,499,371	-	-	5,499,371	
Bond principal payments	-	29,294,000	-	29,294,000	
Bond interest payments	-	18,983,088	-	18,983,088	
Cost of issuance	-	-	638,553	638,553	
Capital outlay	-	-	97,560,398	97,560,398	
Total expenditures	6,355,714	48,277,088	98,198,951	152,831,753	

Other Financial Sources (Uses)
Transfers in	

-	

13,309,768		

13,309,768	
Transfers out	-		(13,309,768)	(13,309,768)	
Discount on bonds	-	-	(1,604,997)	(1,604,997)	
Debt and loan proceeds (net)	-		83,860,000	83,860,000	
Total other financing sources (uses)	-	13,309,768	68,945,235	82,255,003	

Net change in fund balances	
63	
5,783,090	
2,661,550	
8,444,703	
Fund balances - beginning	17,714	27,612,236	44,475,327	72,105,277	

Fund balances - ending	
$	17,777	
$ 33,395,326	
$ 47,136,877	
$ 80,549,980	

DRAFT 4 1 21

Lakewood Ranch Stewardship District Reconciliation of the Statement of Revenues, Expenditures, and Changes In
Fund Balances – Governmental Funds to the Statement of Activities

For the fiscal year ended September 30, 2020

Amounts reported for governmental activities in the statement of activities are different because:

Net change in fund balances - total governmental funds	$     8,444,703

Governmental funds report capital outlays as expenditures, however, in the statement of activities, the cost of those assets is eliminated and capitalized as capital assets ($97,560,398). The total reflects depreciation expense
for the current period ($15,356,723).	82,203,675

The issuance of debt is reported as an other financing source,
however, in the statement of net position these are treated as liabilities	(82,255,003)
The repayment of the principal of long-term debt consumes the
current financial resources of governmental funds.	29,294,000

Amortization on discount of bonds	(249,356)

Change in net position of governmental activities	$ 37,438,019

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

The following is a summary of the significant accounting principles and policies used in the preparation of these basic financial statements.

REPORTING ENTITY

Lakewood Ranch Stewardship District is a local unit special purpose government created on June 17, 2005 under the "Lakewood Ranch Stewardship District Act," otherwise known as Chapter 2005-338, Florida Statutes. The District was established for the purpose of financing and managing the acquisition, construction, maintenance and operation of a portion of the infrastructure necessary for community development within the District.

The District is governed by the Board of Supervisors ("Board") which is composed of five members. The Supervisors are elected on an at large basis by the owners of the property within the District. Ownership of land within the District entitles the owner to one vote per acre. The Board of Supervisors of the District exercises all powers granted to the District pursuant to Chapter 2005- 338, amended by Chapter 2009-263, Florida Statutes. The District encompasses 23,255 acres of land located in Manatee County and Sarasota County, Florida.

The Board has the final responsibility for contracting for the services of consultants; borrowing money; adopting and enforcing rules and orders pursuant to the provisions of Chapter 120; holding, controlling and acquiring by donation, purchase or condemnation or dispose of any public easements; lease as lessor or assess to or from any person, firm, corporation, association or body; borrow money and issue bonds, certificates, warrants, notes, or other evidence of indebtedness; raise, by user charges or fees authorized by resolution of the board, amounts of money necessary for the conduct of District activities; assess and impose ad valorem taxes; determine, order, levy, impose, collect, and enforce maintenance taxes.

The financial statements were prepared in accordance with Governmental Accounting Standards Board ("GASB") Statement 34, and Statement 39, an amendment of GASB Statement 34. Under the provisions of those standards, the financial reporting entity consists of the primary government, organizations for which the District Board of Supervisors is considered to be financially accountable, and other organizations for which the District Board of Supervisors is considered to be financially accountable, and other organizations for which the nature and significance of their relationship with the District are such that, if excluded, the financial statements of the District would be considered incomplete or misleading. There are no entities considered to be component units of the District; therefore, the financial statements include only the operations of the District.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Government-Wide and Fund Financial Statements

The basic financial statements include both government-wide and fund financial statements.

The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all the non-fiduciary activities of the primary government.

The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers who purchase, use or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Other items not properly included among program revenues are reported instead as general revenues.

Measurement Focus, Basis of Accounting and Financial Statement Presentation

The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.

Government fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures are recorded only when payment is due.

The government reports the following major governmental funds:

General Fund

The General Fund is the general operating fund of the District. It is used to account for all financial resources except those required to be accounted for in another fund.

Debt Service Fund

The Debt Service fund is used to account for the accumulation of resources for the annual payment of principal and interest on long-term general obligation debt.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Capital Projects Fund

The Capital Projects fund is used to account for the cost of construction of the infrastructure of the District.

As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements.

When both restricted and unrestricted resources are available for use, it is the government's policy to use restricted resources first, then unrestricted resources, as they are needed.

Restricted Assets

These assets represent cash and cash equivalents set aside pursuant to bond covenants or other contractual restrictions.

Cash and Cash Equivalents

All deposits are placed in a bank that qualifies as a public depository, as required by law (Florida Security for Public Deposits Act). Accordingly, all deposits are insured by Federal depository insurance and/or entirely collateralized pursuant to Chapter 280, Florida Statutes. The District considers investments with original maturities less than 3 months to be cash equivalents.

Capital Assets

Capital assets are defined by the District as assets with an initial, individual cost of $1,000 or more and an estimated useful life of more than one year. These assets are recorded at historical cost. Pursuant to GASB 34, the District elected to the report infrastructure prospectively. Construction in progress is not depreciated. Major outlays for capital assets and improvements are capitalized as projects are constructed. District infrastructure is being depreciated over twenty years.

Long-Term Obligations

In the government-wide financial statements long-term debt are reported as liabilities in the statement of net position. Bond premiums and discounts, as well as insurance costs, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of premiums or discounts.

In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuance are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Fund Balances

Governmental funds report fund balances are classified either as nonspendable, or as spendable. Spendable fund balances are further classified based on the extent to which there are external and internal constraints on the spending of these fund balances. These classifications are described as follows:

Nonspendable Fund Balance – Amounts that cannot be spent because they are not in spendable form or legally or contractually required to be maintained intact.

Restricted Fund Balance – Amounts that are constrained for specific purposes which are externally imposed by creditors, grantors, contributors, or laws or regulations or imposed by laws through constitutional provisions or enabling legislation.

Committed Fund Balance – Amounts that are constrained for specific purposes imposed by formal action of the highest level of decision making authority. The highest level of authority is the Board of Supervisors. Committed amounts cannot be used for any other purpose unless the Board of Supervisors removes those constraints by taking the same type of action.

Assigned Fund Balance – Amounts that are constrained by the District’s intent to be used for specific purposes, but are neither restricted nor committed. Intent is expressed by (a) the Board of Supervisors or (b) a body or official to which the Board of Supervisors has delegated the authority to assign amounts to be used for specific purposes.

Unassigned Fund Balance – Represents the residual fund balance within the General Fund, which has not been assigned to other funds and has not been restricted, committed, or assigned.

The District considers restricted funds to be used first when an expenditure is incurred and both restricted and unrestricted funds are available, followed by committed, assigned, and then unassigned as applicable.

Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenses/expenditures during the reporting period. Actual results could differ from those estimates.

Budgetary Information

The District is required to establish a budgetary system and an approved Annual Budget. Annual Budgets are adopted on a basis consistent with generally accepted accounting principles for all governmental funds except the capital projects fund, which adopts a project-length budget.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Budgetary Information (Continued)

The District follows these procedures in establishing the budgetary data reflected in the financial statements.

Each year the District Manager submits to the District Board a proposed operating budget for the fiscal year commencing the following October 1.
Public hearings are conducted to obtain taxpayer comments.
Prior to October 1, the budget is legally adopted by the District Board.
All budget changes must be approved by the District Board.
Unused appropriations for annually budgeted funds lapse at the end of the year.
The legal level of budgetary control is the fund level.

Reclassifications

The District has reclassified certain prior-period amounts to conform to the current-period presentation.

Note 2: CASH AND CASH EQUIVALENTS

The District's cash balances are entirely covered by federal depository insurance or by a collateral pool pledged to the State Treasurer. Florida Statutes Chapter 280, "Florida Security for Public Deposits Act", requires all qualified depositories to deposit with the Treasurer or another banking institution eligible collateral equal to various percentages of the average daily balance for each month of all public deposits in excess of any applicable deposit insurance held. The percentage of eligible collateral (generally U.S. Governmental and agency securities, state or local government debt, or corporate bonds) to public deposits is dependent upon the depository's financial history and its compliance with Chapter 280. In the event of a failure of a qualified public depository, the remaining public depositories would be responsible for covering any resulting losses.

The District has not formally adopted a written investment policy. According to Florida Statutes 218.415(17) the District is authorized to invest in the following:

The Local Government Surplus Funds Trust Fund, or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act, as provided in §163.01.
Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency.
Interest-bearing time deposits or savings accounts in qualified public depositories, as defined in
§280.02.
Direct obligations of the U.S. Treasury.

The securities listed in (c) and (d) above must be invested such as to provide sufficient liquidity to pay obligations as they come due.

As of September 30, 2020, the District has the following balances in cash equivalents:

Money market accounts	$ 90,262,229

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 3: RISK MANAGEMENT

The District is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; and natural disasters. These risks are covered by commercial insurance from independent third parties. There have been no significant reductions in insurance coverage from the prior year. No settlements have exceeded the District’s insurance coverage for each of the past three fiscal years.

Note 4: CAPITAL ASSETS

Capital asset activity for the fiscal year ended September 30, 2020 was as follows:

	Beginning
Balance	
Increases	
Decreases	Ending
Balance	
Captial Assets, not being depreciated:					
Construction in Progress					
Public Roads	$ 16,481,394	$ 17,873,384	$ 15,339,095	$ 19,015,683	
Signals / Intersections	252,706	518,681	992,687	(221,300)	
Bridges Tunnels	1,377,252	841,306	1,390,337	828,221	
Lighting	2,908,723	2,635,790	3,648,350	1,896,163	
Drainage	11,748,101	18,374,188	19,251,997	10,870,292	
Irrigation	3,323,089	2,132,309	4,663,991	791,407	
Other Utilities	2,890,069	1,069,101	2,974,461	984,709	
Landscaping	2,076,272	5,118,915	5,551,401	1,643,786	
Hardscape	93,723	2,630,643	2,105,007	619,359	
Sanitary Sewer	3,092,659	7,131,362	8,995,667	1,228,354	
Potable Water	6,100,947	5,148,870	10,465,142	784,675	
Earthwork, Clearing & Fill	7,523,001	9,135,326	14,064,606	2,593,721	
Engineering & Surveying	7,303,548	5,214,012	10,990,925	1,526,635	
Mitigation/Littoral Plantings	295,444	88,537	208,366	175,615	
Permit Fees & Bonding	302,352	303,686	796,345	(190,307)	
Other Infrastructure	1,717,534	658,583	544,709	1,831,408	
Total Construction in Progress	67,486,814	78,874,693	101,983,086	44,378,422	
Capital Assets, being depreciated:					
District infrastructure	279,070,514	122,132,554	-	401,203,068	
Total depreciable assets	279,070,514	122,132,554	-	401,203,068	
Less accumulated depreciation for:					
District infrastructure	75,521,024	15,356,723	-	90,877,747	
Total Capital Assets, being depreciated net	203,549,490	106,775,831	-	310,325,321	

Total Capital Assets, net	
$ 271,036,304	
$ 228,908,385	
$	-	
$ 354,703,743	

Depreciation expense was $15,356,723 for the fiscal year ended September 30, 2020, reported under the Physical environment function in the statement of activities.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 5: LINE OF CREDIT

On September 8, 2017, the District entered into a Non-Bank Qualified Tax Exempt Revolving Line of Credit not to exceed $45,000,000, with an interest rate of 4.0%. The line of credit was entered to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Northeast Sector, as well the set-up of a debt service reserve fund and to pay cost of issuance. On August 30, 2018, the line was amended to a maximum $33,000,000 credit available and an interest rate of 4.25%. The line expires on September 8, 2022 and as of September 30, 2020, the balance on the line was $0.

Note 6: LONG TERM DEBT

Unamortized discounts on governmental activities revenue bonds amounted to $8,150,651 and
$6,545,930 as of September 30, 2020 and 2019, respectively.

Due within 10/1/19	Additions	Decreases	9/30/20	1 year

2006 Country Club East Bonds	
$	19,900,000	
$	-	$	
19,900,000	
$	-	$	
-	
2010 Central Park Series A Bonds	2,805,000	-	65,000	2,740,000	75,000	
2011 Lakewood Ctr NW Sector Bonds	31,690,000	-	745,000	30,945,000	30,945,000	
2011 Belle Isle Series A Bonds	1,540,000	-	85,000	1,455,000	45,000	
2013 Country Club East Series A Bonds	7,745,000	-	135,000	7,610,000	170,000	
2013 Central Park Series A Bonds	6,585,000	-	135,000	6,450,000	140,000	
2014 Country Club East Series A Bonds	11,185,000	-	220,000	10,965,000	230,000	
2015 Lakewood Ctr North Bonds	33,690,000	-	2,410,000	31,280,000	810,000	
2016 The Villages of LWR South Bonds	67,840,000	-	1,395,000	66,445,000	1,810,000	
2017 Del Webb Bonds	14,250,000	-	255,000	13,995,000	285,000	
2017 Lakewood National & Polo Run Bonds	47,940,000	-	815,000	47,125,000	870,000	
2017 Lake Club Bonds	12,425,000	-	1,134,000	11,291,000	861,000	
2018 Northeast Sector Bonds - Phase 1A	14,925,000	-	250,000	14,675,000	260,000	
2019 Lakewood Centre South & NW Sector	11,635,000	-	155,000	11,070,000	180,000	
2018 NE Sector, Phase 1B	36,185,000	-	575,000	35,610,000	600,000	
2019 The Isles at LWR	7,580,000	-	130,000	7,450,000	135,000	
2019 Lake Club Phase 4	9,125,000	-	305,000	8,820,000	505,000	
2019 Cresswind Project	5,005,000	-	85,000	4,920,000	90,000	
2019 Indigo Expansion Area	4,775,000	-	90,000	4,685,000	95,000	
NE Sect PH2A 2019	-	5,585,000	-	5,585,000	110,000	
Azario 2019	-	12,670,000	-	12,670,000	235,000	
CCE 2020	-	19,195,000	-	19,195,000	830,000	
LWCNWS 2020	-	29,100,000	-	29,100,000	1,165,000	
Azario 2020	-	6,655,000		6,655,000	130,000	
Lorraine Series 2020	-	10,655,000	-	10,655,000	580,000	

Bonds payable

$ 346,825,000

$ 83,860,000

$ 28,884,000

$ 401,391,000

$   41,156,000

Less unamoritzed discounts	(6,545,916)	(1,854,091)	(249,356)	(8,150,651)	-	
Bonds payable, less unamortized discounts	$ 340,279,084 $	82,005,909 $	28,634,644 $	393,240,349 $	41,156,000	

On June 19, 2006, the District issued $27,215,000 of Special Assessment Revenue Bonds, Series 2006, due on May 1, 2037, with a fixed interest rate of 5.40%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Country Club East Project, as well as set up a debt service reserve fund and to pay costs of issuance.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 6: LONG TERM DEBT (Continued)

On July 12, 2010, the District issued $5,720,000 of Special Assessment Revenue Bonds, Series 2010A, due on May 1, 2040, with a fixed interest rate of 7.40%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Central Park Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On May 13, 2011, the District issued $36,255,000 of Special Assessment Revenue Bonds, Series 2011, due on May 1, 2040, with interest rates ranging from 7.40% to 8.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Lakewood Centre & NW Sector Projects, as well as set up a debt service reserve fund and to pay costs of issuance.

On May 13, 2011, the District issued $1,765,000 of Special Assessment Revenue Bonds, Series 2011A, due on May 1, 2040, with a fixed interest rate of 8.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Belle Isle Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On August 5, 2013, the District issued $8,500,000 of Special Assessment Revenue Bonds, Series 2013A, due on May 1, 2043, with two fixed interest rates of 6.70% and 7.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Country Club East Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On August 5, 2013, the District issued $7,535,000 of Special Assessment Revenue Bonds, Series 2013, due on May 1, 2043, with interest rates ranging from 6.10% to 6.40%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Central Park Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On October 14, 2014, the District issued $12,145,000 of Special Assessment Revenue Bonds, Series 2014, due of May 1, 2044, with interest rates ranging from 5.35% to 5.60%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Country Club East Project, as well as set-up of a debt service reserve fund and to pay cost of issuance.

On February 9, 2015, the District issued $37,360,000 of Special Assessment Revenue Bonds, Series 2015, due of May 1, 2045, with interest rates ranging from 4.25% to 4.875%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Lakewood Centre North Project, as well as set-up of a debt service reserve fund and to pay cost of issuance.

On February 8, 2016, the District issued $79,505,000 of Special Assessment Revenue Bonds, Series 2016, due of May 1, 2046, with interest rates ranging from 4.00% to 5.125%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Villages of Lakewood Ranch South Project, as well as set-up of a debt service reserve fund and to pay cost of issuance.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 6: LONG TERM DEBT (Continued)

On May 8, 2017, the District issued $14,805,000 of Special Assessment Revenue Bonds, Series 2017, due as of May 1, 2047, with interest rates ranging from 3.65% to 5.125%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Del Webb Project, as well as set-up of a debt service reserve fund and to pay cost of issuance.

On February 21, 2017, the District issued $49,480,000 of Special Assessment Revenue Bonds, Series 2017, due of May 1, 2047, with interest rates ranging from 4.00% to 5.375%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the Lakewood National and Polo Run Project, as well as set-up of a debt service reserve fund and to pay cost of issuance.

On September 29, 2017, the District issued $14,548,000 of Special Assessment Revenue Refunding Bonds, Series 2017, due as of May 1, 2036 with a fixed interest rate of 4.00%. The bonds were issued to refund and redeem all of the outstanding principal amount of the District’s Special Assessment Revenue Bonds, 2006 Series A (Lake Club Project), pay certain costs associated with the issuance of the 2017 Bond, make a deposit into the 2017 Reserve Account, and pay interest first coming due on the 2017 Bond.

On August 30, 2018, the District issued $14,925,000 of Special Assessment Revenue Bonds, Series 2018, due as of May 1, 2048 with interest rates ranging from 3.90% to 5.10%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District known as the NE Sector Project Phase 1A, as well as set-up of a debt service reserve fund and to pay cost of issuance.

On December 10, 2018, the District issued $11,790,000 of Special Assessment Revenue Bonds, Series 2018, due on May 1, 2048, with interest rates ranging from 4.55% to 5.65%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Lakewood Centre & NW Sector Projects, as well as set up a debt service reserve fund and to pay costs of issuance.

On December 10, 2018, the District issued $36,185,000 of Special Assessment Revenue Bonds, Series 2018, due on May 1, 2048, with interest rates ranging from 4.35% to 5.45%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Northeast Sector Project – Phase 1B, as well as set up a debt service reserve fund and to pay costs of issuance.

On April 8, 2019, the District issued $7,580,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2049, with interest rates ranging from 3.50% to 4.875%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as The Isles at Lakewood Ranch Project – Phase 1, as well as set up a debt service reserve fund and to pay costs of issuance.

On May 20, 2019, the District issued $9,125,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2049, with interest rates ranging from 3.60% to 4.50%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Lake Club Phase 4 Project, as well as set up a debt service reserve fund and to pay costs of issuance.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 6: LONG TERM DEBT (Continued)

On May 20, 2019, the District issued $5,005,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2049, with interest rates ranging from 3.60% to 4.50%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Cresswind Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On September 9, 2019, the District issued $4,775,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2049, with interest rates ranging from 2.90% to 4.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Indigo Expansion Area Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On October 18, 2019, the District issued $5,585,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2049, with interest rates ranging from 3.00% to 4.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Northeast Sector Project Phase 2, as well as set up a debt service reserve fund and to pay costs of issuance.

On November 22, 2019, the District issued $12,670,000 of Special Assessment Revenue Bonds, Series 2019, due on May 1, 2050, with interest rates ranging from 3.125% to 4.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Azario Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On June 24, 2020, the District issued $19,195,000 of Special Assessment Revenue Refunding Bonds, Series 2020, due on May 1, 2037, with interest rates ranging from 2.00% to 5.00%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Country Club East Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On August 21, 2020, the District issued $29,100,000 of Special Assessment Revenue Bonds, Series 2020, due on May 1, 2040, with interest rates ranging from 0.941% to 2.401%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Lakewood Centre & Northwest Sector Expansion Area Projects, as well as set up a debt service reserve fund and to pay costs of issuance.

On September 3, 2020, the District issued $6,655,000 of Special Assessment Revenue Bonds, Series 2020, due on May 1, 2050, with interest rates ranging from 2.625% to 3.90%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Azario Project, as well as set up a debt service reserve fund and to pay costs of issuance.

On September 18, 2020, the District issued $10,655,000 of Special Assessment Revenue Bonds, Series 2020, due on May 1, 2051, with interest rates ranging from 2.50% to 3.875%. The bonds were issued to finance the acquisition and construction of certain infrastructure improvements for the benefit of the District, known as the Lorraine Lakes Project, as well as set up a debt service reserve fund and to pay costs of issuance.

The District has unspent bond proceeds of $49,858,993 consisting of unspent construction funds and unspent debt service reserves and debt service capitalized interest.

DRAFT 4 1 21

Lakewood Ranch Stewardship District Notes to Financial Statements

Note 6: LONG TERM DEBT (Continued)

2011
2010 Central    Lakewood Ctr

2011 Belle 2013 Country

2013 Central 2014 Country

2015

2016 The

Lakewood National &

2018

2019

2019 NE

2019

Park Series A

NW Sector    Isle Series A

Club East     Park Series A

Club East   Lakewood Ctr   Villages of LWR

2017 Del

Polo Run

2017 Lake

Northeast

Lakewood    Sector, Phase   2019 The Isles

2019 Lake

Cresswind

NE Sect PH2A

Lorraine Series

Principal

Bonds

Bonds

Bonds Series A Bonds

Bonds Series A Bonds

North Bonds

South Bonds

Webb Bonds

Bonds

Club Bonds    Sector Bonds     Centre South

1B	at LWR

Club Phase 4

Project     2019 Indigo

2019       Azario 2019	CCE 2020 LWCNWS 2020       Azario 2020

2020	Total

2021	75,000	30,945,000	45,000	170,000	140,000	230,000	810,000	1,810,000	285,000	870,000	861,000	260,000	180,000	600,000	135,000	505,000	90,000	95,000	110,000	235,000	830,000	1,165,000	130,000	580,000	41,156,000	
2022	65,000	-	35,000	150,000	140,000	240,000	700,000	1,855,000	270,000	880,000	518,000	270,000	190,000	625,000	135,000	160,000	95,000	100,000	115,000	245,000	870,000	1,180,000	135,000	210,000	9,183,000	
2023	70,000	-	35,000	160,000	145,000	255,000	730,000	1,330,000	285,000	920,000	539,000	280,000	200,000	655,000	140,000	165,000	95,000	100,000	120,000	250,000	915,000	1,195,000	140,000	215,000	8,939,000	
2024	75,000	-	40,000	175,000	155,000	270,000	760,000	1,390,000	295,000	965,000	561,000	295,000	205,000	680,000	145,000	175,000	100,000	105,000	125,000	260,000	965,000	1,215,000	140,000	220,000	9,316,000	
2025-2029	485,000	-	245,000	1,065,000	940,000	1,590,000	4,375,000	9,195,000	1,695,000	5,570,000	3,167,000	1,675,000	1,195,000	3,940,000	825,000	970,000	565,000	570,000	675,000	1,440,000	5,435,000	6,470,000	775,000	1,205,000	54,067,000	
2030-2034	700,000	-	365,000	1,485,000	1,280,000	2,060,000	5,585,000	10,545,000	2,160,000	7,205,000	3,868,000	2,130,000	1,560,000	5,060,000	1,025,000	1,200,000	690,000	675,000	905,000	1,725,000	6,115,000	7,365,000	915,000	1,425,000	66,043,000	
2035-2039	1,020,000	-	550,000	2,105,000	1,770,000	2,730,000	7,125,000	13,775,000	2,780,000	9,370,000	1,777,000	2,725,000	2,045,000	6,600,000	1,295,000	1,485,000	865,000	820,000	980,000	2,100,000	4,065,000	8,605,000	1,105,000	1,705,000	77,397,000	
2040-2044	250,000	-	140,000	2,300,000	1,880,000	3,590,000	9,095,000	17,965,000	3,585,000	12,250,000	-	3,510,000	2,705,000	8,635,000	1,650,000	1,855,000	1,075,000	995,000	1,200,000	2,575,000	-	1,905,000	1,330,000	2,050,000	80,540,000	
2045+	-	-	-	-	-	-	2,100,000	8,580,000	2,640,000	9,095,000	-	3,530,000	2,790,000	8,815,000	2,100,000	2,305,000	1,345,000	1,225,000	1,455,000	3,840,000	-	-	1,985,000	3,045,000	54,850,000	
      Total        $       2,740,000    $  30,945,000    $  1,455,000    $    7,610,000    $    6,450,000    $  10,965,000    $  31,280,000    $    66,445,000    $  13,995,000    $  47,125,000    $  11,291,000    $  14,675,000    $  11,070,000    $  35,610,000    $    7,450,000    $    8,820,000    $  4,920,000    $  4,685,000    $  5,685,000    $  12,670,000    $  19,195,000    $  29,100,000    $    6,655,000    $  10,655,000    $ 401,491,000  

2011
2010 Central    Lakewood Ctr

2011 Belle 2013 Country

2013 Central 2014 Country

2015

2016 The

Lakewood National &

2018

2019

2019 NE

2019

Park Series A

NW Sector    Isle Series A

Club East     Park Series A

Club East   Lakewood Ctr   Villages of LWR

2017 Del

Polo Run

2017 Lake

Northeast

Lakewood    Sector, Phase   2019 The Isles

2019 Lake

Cresswind

NE Sect PH2A

Lorraine Series

Interest

Bonds

Bonds

Bonds Series A Bonds

Bonds Series A Bonds

North Bonds

South Bonds

Webb Bonds

Bonds

Club Bonds    Sector Bonds     Centre South

1B	at LWR

Club Phase 4

Project     2019 Indigo

2019       Azario 2019	CCE 2020 LWCNWS 2020       Azario 2020

2020	Total

2021	199,430	1,208,505	114,000	517,405	400,695	596,275	1,480,994	3,243,369	685,123	2,434,375	424,740	715,373	599,063	1,854,465	340,884	362,990	210,850	173,325	209,310	483,163	579,388	773,223	240,299	417,555	18,264,796	
2022	194,805	-	111,400	507,690	392,460	583,703	1,451,881	3,179,950	675,359	2,399,875	406,840	705,038	590,645	1,827,821	336,159	357,320	207,520	170,497	205,935	475,663	536,888	757,893	236,821	380,844	16,693,005	
2023	189,810	-	108,600	497,305	383,768	570,461	1,421,494	3,112,269	664,304	2,361,000	385,700	694,313	581,773	1,799,981	331,346	351,470	204,100	167,598	202,410	467,929	492,263	740,998	233,211	375,531	16,337,631	
2024	184,445	-	105,600	486,083	374,618	556,418	1,389,831	3,054,469	651,834	2,317,409	363,700	682,584	572,559	1,770,945	326,359	345,350	200,590	164,625	198,735	459,960	445,263	721,053	229,536	370,094	15,972,057	
2025-2029	823,435	-	474,200	2,232,428	1,713,115	2,542,675	6,377,794	14,110,606	3,046,671	10,841,431	1,455,720	3,208,613	2,697,781	8,330,713	1,541,897	1,621,700	941,605	771,193	931,081	2,163,659	1,609,825	3,212,589	1,081,846	1,751,250	73,481,826	
2030-2034	606,800	-	354,200	1,808,477	1,376,875	2,056,093	5,172,984	11,671,281	2,578,406	9,206,438	754,600	2,756,200	2,338,288	7,202,665	1,343,525	1,399,100	813,560	662,906	799,441	1,879,740	927,659	2,310,173	939,526	1,535,916	60,494,854	
2035-2039	292,300	-	172,400	1,193,675	899,200	1,404,760	3,630,778	8,642,731	1,963,175	7,039,100	71,780	2,152,025	1,845,900	5,666,460	1,072,100	1,105,290	642,950	523,125	628,212	1,499,800	161,897	1,078,960	751,556	1,253,828	43,692,003	
2040-2044	9,250	-	5,600	336,000	250,240	524,440	1,663,472	4,594,434	1,154,534	4,160,788	-	1,365,525	1,187,771	3,629,836	720,281	734,513	428,063	347,500	415,000	1,033,500	-	32,699	520,856	906,275	24,020,577	
2045+	-	-	-	-	-	-	51,188	445,363	207,563	750,753	-	371,535	326,570	993,126	265,688	268,763	156,938	126,500	149,900	478,600	-	-	206,700	502,103	5,301,288	
      Total        $       2,500,275    $    1,208,505    $  1,446,000    $    7,579,062    $    5,790,970    $    8,834,824    $  22,640,416    $    52,054,472    $  11,626,968    $  41,511,169    $    3,863,080    $  12,651,204    $  10,740,349    $  33,076,013    $    6,278,238    $    6,546,495    $  3,806,175    $  3,107,268    $  3,740,025    $    8,942,014    $    4,753,181    $    9,627,588    $    4,440,351    $    7,493,396    $ 274,258,037  

2011
2010 Central    Lakewood Ctr

2011 Belle 2013 Country

2013 Central 2014 Country

2015

2016 The

Lakewood National &

2018

2019

2019 NE

2019

Park Series A

NW Sector    Isle Series A

Club East     Park Series A

Club East   Lakewood Ctr   Villages of LWR

2017 Del

Polo Run

2017 Lake

Northeast

Lakewood    Sector, Phase   2019 The Isles

2019 Lake

Cresswind

NE Sect PH2A

Lorraine Series

Total

Bonds

Bonds

Bonds Series A Bonds

Bonds Series A Bonds

North Bonds

South Bonds

Webb Bonds

Bonds

Club Bonds    Sector Bonds     Centre South

1B	at LWR

Club Phase 4

Project     2019 Indigo

2019       Azario 2019	CCE 2020 LWCNWS 2020       Azario 2020

2020	Total

2021	274,430	32,153,505	159,000	687,405	540,695	826,275	2,290,994	5,053,369	970,123	3,304,375	1,285,740	975,373	779,063	2,454,465	475,884	867,990	300,850	268,325	319,310	718,163	1,409,388	1,938,223	370,299	997,555	59,420,796	
2022	259,805	-	146,400	657,690	532,460	823,703	2,151,881	5,034,950	945,359	3,279,875	924,840	975,038	780,645	2,452,821	471,159	517,320	302,520	270,497	320,935	720,663	1,406,888	1,937,893	371,821	590,844	25,876,005	
2023	259,810	-	143,600	657,305	528,768	825,461	2,151,494	4,442,269	949,304	3,281,000	924,700	974,313	781,773	2,454,981	471,346	516,470	299,100	267,598	322,410	717,929	1,407,263	1,935,998	373,211	590,531	25,276,631	
2024	259,445	-	145,600	661,083	529,618	826,418	2,149,831	4,444,469	946,834	3,282,409	924,700	977,584	777,559	2,450,945	471,359	520,350	300,590	269,625	323,735	719,960	1,410,263	1,936,053	369,536	590,094	25,288,057	
2025-2029	1,308,435	-	719,200	3,297,428	2,653,115	4,132,675	10,752,794	23,305,606	4,741,671	16,411,431	4,622,720	4,883,613	3,892,781	12,270,713	2,366,897	2,591,700	1,506,605	1,341,193	1,606,081	3,603,659	7,044,825	9,682,589	1,856,846	2,956,250	127,548,826	
2030-2034	1,306,800	-	719,200	3,293,477	2,656,875	4,116,093	10,757,984	22,216,281	4,738,406	16,411,438	4,622,600	4,886,200	3,898,288	12,262,665	2,368,525	2,599,100	1,503,560	1,337,906	1,704,441	3,604,740	7,042,659	9,675,173	1,854,526	2,960,916	126,537,854	
2035-2039	1,312,300	-	722,400	3,298,675	2,669,200	4,134,760	10,755,778	22,417,731	4,743,175	16,409,100	1,848,780	4,877,025	3,890,900	12,266,460	2,367,100	2,590,290	1,507,950	1,343,125	1,608,212	3,599,800	4,226,897	9,683,960	1,856,556	2,958,828	121,089,003	
2040-2044	259,250	-	145,600	2,636,000	2,130,240	4,114,440	10,758,472	22,559,434	4,739,534	16,410,788	-	4,875,525	3,892,771	12,264,836	2,370,281	2,589,513	1,503,063	1,342,500	1,615,000	3,608,500	-	1,937,699	1,850,856	2,956,275	104,560,577	
2045+	-	-	-	-	-	-	2,151,188	9,025,363	2,847,563	9,845,753	-	3,901,535	3,116,570	9,808,126	2,365,688	2,573,763	1,501,938	1,351,500	1,604,900	4,318,600	-	-	2,191,700	3,547,103	60,151,288	
      Total        $       5,240,275    $  32,153,505    $  2,901,000    $  15,189,062    $  12,240,970    $  19,799,824    $  53,920,416    $  118,499,472    $  25,621,968    $  88,636,169    $  15,154,080    $  27,326,204    $  21,810,349    $  68,686,013    $  13,728,238    $  15,366,495    $  8,726,175    $  7,792,268    $  9,425,025    $  21,612,014    $  23,948,181    $  38,727,588    $  11,095,351    $  18,148,396        675,749,037  

Note 7:– SUBSEQUENT EVENTS

Subsequent events have been evaluated through April 9, 2021, which is the date the financial statements were available to be issued.

DRAFT 4 1 21

REQUIRED SUPPLEMENTARY INFORMATION

DRAFT 4 1 21

Lakewood Ranch Stewardship District Budgetary Comparison Schedule – General Fund

For the year ended September 30, 2019		
	Original and		Variance	
	Final		Positive	
	Budget	Actual	(Negative)	

Revenues				
Landowner funding	$	3,061,057	$	1,702,293	$ (1,358,764)	
Assessments	4,512,877	4,649,534	136,657	
Miscellaneous	1,000	3,950	2,950	
Total revenues	7,574,934	6,355,777	(1,219,157)	

Expenditures				
Current:				
General government	811,388	856,343	(44,955)	
Physical environment:				
Operations	6,763,546	5,499,371	1,264,175	
Total expenditures	7,574,934	6,355,714	1,219,220	

NET CHANGE IN FUND BALANCES	
-	
63	
63	
FUND BALANCES - BEGINNING OF YEAR	17,714	17,714	-	

FUND BALANCES - END OF YEAR	
$	17,714	
$	17,777	
$	63	

DRAFT 4 1 21

OTHER NON-FINANCIAL INFORMATION

DRAFT 4 1 21

INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED
IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS

Board of Supervisors
Lakewood Ranch Stewardship District

We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities and each major fund of the Lakewood Ranch Stewardship District, (“the District”), as of and for the year ended September 30, 2020, and the related notes to the financial statements, which collectively comprise the District’s basic financial statements, and have issued our report thereon dated April 9, 2021.

Internal Control over Financial Reporting

In planning and performing our audit of the financial statements, we considered the District's internal control over financial reporting (internal control) to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the District’s internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the District’s internal control over financial reporting.

A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the District's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.

Our consideration of internal control was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.

Compliance and Other Matters

DRAFT 4 1 21

As part of obtaining reasonable assurance about whether the District’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.

Purpose of this Report

This purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the District’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the District’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose.

Carr, Riggs, & Ingram, LLC Bradenton, Florida
April 9, 2021

DRAFT 4 1 21

INDEPENDENT ACCOUNTANTS’ REPORT ON COMPLIANCE WITH FLORIDA STATUTES 218.415 – INVESTMENT OF PUBLIC FUNDS

Board of Supervisors
Lakewood Ranch Stewardship District

We have examined the Lakewood Ranch Stewardship District (“District”) compliance with Section 218.415, Florida Statutes during the fiscal year ended September 30, 2020. Management is responsible for the District’s compliance with those requirements. Our responsibility is to express an opinion on the District’s compliance with the specified requirements based on our examination.

Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the District complied, in all material respects, with the specified requirements referenced above. An examination involves performing procedures to obtain evidence about whether the District complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion.

Our examination does not provide a legal determination on the District’s compliance with specified requirements.

In our opinion, the District complied, in all material respects, with the aforementioned requirements for the fiscal year ended September 30, 2020.

This report is intended solely for the information and use of Lakewood Ranch Stewardship District and the Florida Auditor General, and is not intended to be and should not be used by anyone other than these specified parties.

Carr, Riggs, & Ingram, LLC Bradenton, Florida
April 9, 2021

MANAGEMENT LETTER

Board of Supervisors
Lakewood Ranch Stewardship District

Report on the Financial Statements

DRAFT 4 1 21

We have audited the financial statements of Lakewood Ranch Stewardship District ("District"), as of and for the fiscal year ended September 30, 2020, and have issued our report thereon dated April 9, 2021.

Auditor’s Responsibility

We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Florida Auditor General.

Other Reporting Requirements

We have issued our Independent Auditor’s Report on Internal Control Over Financial Reporting and Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards; and Independent Accountant’s Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports, which are dated March XX, 2021 should be considered in conjunction with this management letter.

Prior Audit Findings

Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. There were no findings and recommendations made in the preceding annual financial audit report.

Financial Condition and Management

Section 10.554(1)(i)5.a. and 10.556(7), Rules of the Auditor General, require us to apply appropriate procedures and communicate the results of our determination as to whether or not the District has met one or more of the conditions described in Section 218.503(1), Florida Statutes, and identification of the specific condition(s) met. In connection with our audit, we determined that the District did not meet any of the conditions described in Section 218.503(1), Florida Statutes.

DRAFT 4 1 21
Pursuant to Sections 10.554(1)(i)5.b. and 10.556(8), Rules of the Auditor General, we applied financial condition assessment procedures for the District. It is management’s responsibility to monitor the District’s financial condition, and our financial condition assessment was based in part on representations made by management and the review of financial information provided by same.

Section 10.554(1)(i)2., Rules of the Auditor General, requires that we address in the management letter any recommendations to improve financial management. In connection with our audit, we did not have any such recommendations.

Additional Matters

Section 10.554(1)(i)3., Rules of the Auditor General, require that we address noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not have any such findings.

Purpose of this Letter

Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, the Board of Supervisors and applicable management, and is not intended to be and should not be used by anyone other than these specified parties.

Carr, Riggs, & Ingram, LLC Bradenton, Florida
April 9, 2021

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Bid Award for
Waterside Place Park – Island Park Electrical

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Award Recommendation Letter and Bid

-6Lakewood Ranch
-�	LWR DEVELOPMENT, LLC

March 23, 2021
File:	215610101 213

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

Via: E-Mail (rex.jensen@smrranch .com)

Reference:	Waterside Place Park - Island Park Electrical Contract Recommendation
Dear Mr. Jensen:
On February 26, 2021, we received a proposal for the Waterside Place Park project for the Island Park Electrical. The proposal was received from Westcoast Electric Services, Inc.
Westcoast Electric Services, Inc. submitted a Base Bid of $336,351 .00 for the installation of the site lighting and electrical services as designed by Migre Engineering. We have reviewed the proposal provided and determined that it is responsive, and we find the Contractor acceptable to perform the work on this project based on the information received.
Therefore, we recommend that Lakewood Ranch Stewardship District award the contract to Westcoast Electric Services, Inc. for the amount of $336,351.00.
Sincerely,

Roger Aman, RLA Project Manager Tel: (941) 757-1574
E-Mail: roger.aman@lakewoodranch.com

Enclosure
Bob Simmons, LWR Development LLC Kathy Horn, LWR Development LLC Mike Blackrick, LWR Development LLC
Jane Gaarlandt, PFM Group Consulting LLC Jonathan Johnson, Esq., Hopping Green & Sams

Approved by LWRSD Board

Date

0312212021 - JVEGA	1 4400 Covenant Wav • Lakewood Ranch  Florida 34202
C:\Users\KHORN\AppDolo\Locol\Microsofl\Windows\lNPehlCoacnhee\C: o9nl4en1l.O-7utl56651:\-IY68M5N7PIM4\le•fJ-Fjenasexri:_lw9rs4d_1Wl-rs7d?5plc8-p-m7k.7Ll'Jt'Y6lirlg_We.slcoosl_ro_20210322RAA doc11

February 26, 202 1

WESTCOAST ELECTRIC SERVICES, INC.
2745 Commerce Parkway North Port, FL 34289 License #EC00031 64
(941) 429-4900 Fax (941) 429-9980

To:	Lakewood Ranch Stewardship District 1 4400 Covenant Way
Lakewood Ranch, FL 34202 Attn:	Roger Aman
Re:	Waterside Place Park Site Lighting and Electrical
Island Park Electrical

Roger,
Please review the pricing for the pending change order for the above referenced project.
Provide and install 7 type El -R light poles (same type as being installed in commercial area), 4 type E2 (fiberglass pole with 40' mounting height), 26 type E3 (aluminum pole with
22' mounting height) light poles per engineered drawings E- 1 and E-2 sheet dated 1 1 -4-
None of these poles will have speaker or camern provisions.
Includes power to holiday lighting receptacles mounted on El and E3 poles.
Includes lighting contactors and electronic time clocks for controlling the circuits needed for pole lights and pole receptacles.
Includes new 400 amp, 3phase, 1 20/208-volt electrical service adjacent to the splash pad
area. Electrical service to be fed from FPL transfonner located approx. 200' Northwest of Splash pad area per the information provided per Roger Aman.
Includes provide and install of panel AA. All branch power leaving panel AA will be by others.
Includes one 100 amp and one 200 amp camlock box for future traveling pe1former power. If these are not needed at this time, you can deduct $1 0,400.00 from the total below. Ifyou choose to deduct the camlock boxes, the feeders will still be installed so the cam lock boxes can easily be installed at a later date.
Includes one receptacle by volleyball and one receptacle at main entrance, each on dedicated circuit.
Does not include any power to or withing the Pavilion building.
Includes cost for bond.
Includes conduit, handholes, wire, etc.
I I Pricing is based upon the work being able to be done prior to any landscaping in the area of conduit and pole installation.
Submittal documents of pole and heads will be issued for designer approval ifyou wish to proceed.
Cost increases to site lighting pennit and new electric service pennit are not included. These additional costs will be sent as a change order request at a later date once the actual costs are known.

S incerely,
Randy Rude, V.P., Project Manager, Westcoast Electric Services, Inc.

Total Cost	$336,351.00

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Resolution 2021-18

RESOLUTION 2021-18

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT REGARDING THE AWARD OF A CONSTRUCTION CONTRACT; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Lakewood Ranch Stewardship District (the “District”), is a local unit of special-purpose government established pursuant to Chapter 2005-338, Laws of Florida to plan, construct, install, acquire, finance, manage and operate public improvements and community facilities for lands within the District; and

WHEREAS, the District has solicited bids from prequalified contractors interested in providing construction services related to the Waterside Place Park – Island Park Electrical Project (the “Project”); and

WHEREAS, the District has received and evaluated bids from one (1) prequalified contractor interested in providing those services; and

WHEREAS, Westcoast Electric Services, Inc. submitted a responsive bid with the lowest bid amount (the “Contractor”); and

WHEREAS, in the best interest of the District, the Board desires to award a contract to the Contractor.

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

SECTION 1. All of the representations, findings and determinations contained within the recitals stated above are recognized as true and accurate and are expressly incorporated into this Resolution.

SECTION 2. The bid submitted by the Contractor is the bid which best serves the interests of the District.

SECTION 3. The Contractor shall be awarded a contract for construction services for the Project.

SECTION 4. The Chairman and District Staff are hereby authorized to give notice of this award to all bidders to the extent required by law and to proceed with the execution of a contract with the selected proposer.

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

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

PASSED AND ADOPTED this 9th day of April, 2021.

ATTEST:	BOARD OF SUPERVISORS OF THE LAKEWOOD RANCH STEWARDSHIP DISTRICT

Secretary/Assistant Secretary	Rex Jensen, Chairman

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Cepra Landscape, LLC Landscape Installation Services and Materials
(Bourneside Blvd North PH. II)

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND CEPRA LANDSCAPE LLC. FOR LANDSCAPE INSTALLTION SERVICES AND MATERIALS (BOURNESIDE BLVD NORTH PH. II)

THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of April 2021, 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

Cepra Landscape, LLC. whose address is 3598 SW 74th Ave Ocala, FL 34474 (the “Contractor”).

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, landscaping improvements; and

WHEREAS, the District desires to retain an independent contractor to provide landscape installation services and materials relative to its Bourneside Blvd N. PH. II project within the District as described herein and in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and capable of providing the Services 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:

SECTION 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.

SECTION 2.	DESCRIPTION OF WORK AND SERVICES.

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

SECTION 3.	DATE OF COMPLETION

B. Contractor shall complete the installation services within Sixty (60) 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 construction 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 after its occurrence.

C. 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.

SECTION 4.	COMPENSATION; TERM

As compensation for completion of the Services described in this Agreement, the District agrees to pay the Contractor One Hundred Forty-Eight Thousand Five Hundred Eighty-Four dollars and Seventy Cents ($148,584.70). Such amount includes all items, materials and labor necessary for the completion of the Services.

If the District should desire additional work or services 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 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 evidence, in the form 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 form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, 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 delivered 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 information as the District may reasonably require the Contractor to provide.

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. 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 for the additional services is not set forth in 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 B.

SECTION 6.    WARRANTY AND COVENANT. 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 (1) 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 (1) 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 provided by Florida law unless longer guarantees or warranties are provided for elsewhere 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 Services, 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 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 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, 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.

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
Bodily Injury (including contractual)	$1,000,000/$2,000,000

Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$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 termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of at least A-VII.

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

SECTION 8. INDEPENDENT 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 of an 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 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 W-9 form prior to the commencement of the Services.

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 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 rules 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 PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party.   Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 11. ENFORCEMENT OF AGREEMENT. In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 12. AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 13. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

SECTION 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:	Cepra Landscape, LLC..
3598 SW 74th Ave Ocala, FL 34474

Attn: Justin Norris

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

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

With a copy to:	Lakewood Ranch Stewardship District Operations
14400 Covenant Way Lakewood Ranch, FL 34202 Attn: Operations Manager

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

SECTION 15. ARM’S LENGTH TRANSACTION.   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 construed against either the District or the Contractor.

SECTION 16.   THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 17. ASSIGNMENT. 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 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.

SECTION 19.	INDEMNIFICATION.

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 performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($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 bankruptcy proceedings) as ordered.

SECTION 20.	LIMITATIONS	ON	GOVERNMENTAL	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 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.

SECTION 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, unless terminated earlier in accordance with the terms of this Agreement.

SECTION 22. TERMINATION. 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, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any

termination of this Agreement, the Contractor shall be entitled to payment for all 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. OWNERSHIP OF DOCUMENTS. 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.

SECTION 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 Statutes. 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, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (407)-723-5900, MARTINEZV@PFM.COM, OR AT 12051 CORPORATE BOULEVARD, ORLANDO, FLORIDA 32817.

SECTION 25. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 26. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 27. ENTIRE AGREEMENT. This instrument 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]

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:	 	Cepra Landscape, LLC.	

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Exhibit A:	Landscape Scope Sheet
Exhibit B:	Landscape Site Plan
Exhibit C:	Form of Change Order

Exhibit A

Landscape Scope Sheet

Exhibit A	Lakewood Ranch Stewardship District
Project: Bourneside BLVD N. Ph. II Contractor: Cepra Landscape Landscape Construction Scope Sheet RFP

Contract Job:	Bourneside BLVD N	
Billing:	LWRSD	

Date: 9/16/20		
QTY.	Key	Common Name	Botanical Name	Size/Specs	Unit Rate	Extension	
Trees						
30	MG	Southern Magnolia	Magnolia grandiflora "DD Blanchard"	65 Gal., 12-14' Ht. 6-7'Spr., 3" Cal., Std. full	$	670.00	$	20,100.00	
42	PE	Slash Pine	Pinus elliotti	30 Gal., 8-10' Ht. x 5'Spr.., 2.5" Cal Min.	$	295.00	$	12,390.00	
51	QV	Live Oak	Quercus virginiana	Field Grown 14-16'Ht., 8'-10'Spr., 6"-8" Cal.	$	735.00	$	37,485.00	
17	SP	Sabal Palm	Sabal Palmetto	12'C.T., Hurricane Cut	$	320.00	$	5,440.00	
Shrubs/Ground Covers						
830	MUC	Muhly Grass	Muhlenbergis capillaris	1 gal., 18" O.A.	$	5.50	$	4,565.00	
200	SRC	Silver Saw Palmetto	Serenoa repens 'Cinerea'	3 gal., 16-18" Ht. full	$	22.50	$	4,500.00	
199	TD	Fakahatchee Grass	Tripsacum dactyloides	3 gal., 30"O.A.	$	11.65	$	2,318.35	
85	ZP	Coontie Palm	Zamia pumila	3 gal., 18-20" ht.	$	15.75	$	1,338.75	
Sod and Mulch							
139		Pine Bark Mulch		Cubic Yards	$	54.00	$	7,506.00	
123,120		Bahia		Square Feet	$	0.43	$	52,941.60	
ALL TOTAL:	$	148,584.70	

Title:

Name:

For : Company

For LWRSD:	CEPRA Landscape

Garrett Hardy
Operations Maintenance Manager

Justin Norris Branch Manager

EXHIBIT B

Landscape Site Plan

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"			Bourneside Boulevard North	SMR Communities, Inc.		 	
 			
				14400 Covena n t Wa y				
				Bradenton, FL 34202		 			
						 			
				DATE: 8-18-17	SCALE: 1",::40' - 0"				
							 			
				DS NIDWN:      tgm	CH ECKED: jhm		 			
			Manatee Cou n ty	Florida	FILE NAME : BOURNESIDE NORTH-L	PLOT DATE:  11/17/2017				

SHEET TOTALS: ZOYSIA: 49,365 SF
BEDS: 4,120 SF
BAHIA:  201,510 SF
LENGTH: 2,368 LF

Copyright © 2017 John Moody & Associates, nc.

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Bahia 72,654 sf

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"			Bourneside Boulevard North	SMR Communities, Inc.		 	

14400 Covenant Way		 	
 			
				Bradenton, FL 34202		 	
 			
				DATE: 8-18-17	SCALE: 1",::4 0 '-0 "		
 			
				DS NIDWN:      tg m	CH ECKED: jhm		 			
			Manatee County	Florida	FILE NAM E: B OU R NE SID E NOR TH -L	PLOT DATE:  11/17/2017				

SHEET TOTALS: ZOYSIA: 71,770 SF
BEDS: 10,400 SF
BAHIA:  271,500 SF
LENGTH: 3,631 LF

Copyright © 2017 John Moody & Associates, nc.

from pine 51 ft

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zoysia 637 sf

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SHEET TOTALS: ZOYSIA: 62,975 SF
BEDS: 6,948 SF
BAHIA:  265,865 SF
LENGTH: 3,457 LF

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Length

265 ft

112 ft

49 ft

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99 ft

24 ft

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49 ft

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49 ft

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Bahia 20,949 sf

zoysia 1,711 sf

zoysia 15,970 sf

zoysia 20,521 sf

Bahia 72,421 sf

zoysia 4,759 sf

Bahia 18,061 sf

Bahia 63,904 sf

zoysia 14,010 sf

zoysia 3,100 sf

Bahia 12,602 sf

zoysia 212 sf

zoysia 201 sf

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Bed 893 sf

add 3 PS

777,522 sf

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PLOT DATE: 11/17/2017				

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49 ft

115 ft

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Bed 898 sf

Bed 2,096 sf

zoysia 15,687 sf

Bahia 74,454 sf

Bahia 42,684 sf

zoysia 11,034 sf

zoysia 716 sf

Bahia 12,698 sf

Length 1,230 ft

MA	MATCHLINE - H

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131 ft

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zoysia 4,833 sf

Bahia 18,204 sf

Length 715 ft

1,153,586 sf

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SHEET TOTALS: ZOYSIA: 37,875 SF
BEDS: 5,636 SF
BAHIA:  148,040 SF
SABALS: 5
OAKS: 12
PINES: 12
MAGS: 6
MUHLY: 332
PALMETTO: 80

LENGTH: 1,945 LF

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CHECKED: jhm
PLOT DATE: 11/17/2017				

IF BURLAP IS PRESENT ROLL TO 1/3 OF FABRIC INTO PIT.

OVERALL (O.A.) HEIGHT

ROOTBALL SHALL BE AT SAME GRADE AS IT'S ORIGINAL SETTING AND PLUMB.

CLEAR TRUNK (C.T.)
CLEAR OR GRAY WOOD

FRONDS SHALL BE TIED UP FOR PROTECTION OF BUDS. LARGE DATE PALMS AND ALL FAN PALMS SHALL REMAIN TIED FOR 1 MONTH MINIMUM. PALMS WITH DAMAGED BUDS WILL NOT BE ACCEPTED.
TRUNK SHALL BE FREE OF SCARS, BURNS, HOLES, ETC.
ROOTBALL SHALL HAVE 16'' MINIMUM RADIUS FROM TRUNK.
INSTALL 4' DIAMETER MULCH RING AROUND ALL PALMS IN SOD AREAS.

FORM SAUCER WITH
3'' CONTINUOUS RIM	3'' MULCH

FINISH GRADE

3'' HIGH SOIL SAUCER

3'' MULCH

60

6'' CROWN
2 x BALL DIA. EXISTING SUBGRADE

STAKING DIRECTIONS:
(3) 2''x4''x8" BRACES 120 APART NAILED TO
(3) 2''x4''x12'' SEATS WIRE-BANDED OVER 5 LAYERS OF BURLAP WRAP (1) 2''x4''x30'' STAKE EACH.

BACKFILL SHALL BE NATIVE SOIL AMENDED WITH MYCOR PALM SAVER AND SAND, IF REQUIRED, FOR DRAINAGE. WATER AND TAMP TO REMOVE AIR POCKETS

BACKFILL SHALL BE NATIVE SOIL WITH MILORGANITE AND PHC HEALTHY START MACRO TABLETS AS PER MANUF. DIRECTIONS (21 GRAM TABLETS 1 PER 1 GAL, 3 PER 5 GAL, 4 PER

NOTE: SEE GENERAL NOTES TO DETERMINE IF ADDITIONAL SOIL AMENDMENTS ARE REQUIRED.

10 GAL & 5 PER 15 GAL). WATER AND TAMP TO REMOVE AIR POCKETS.

2 X BALL DIAMETER (REQUIRED)

	

	

221,985

886,915

SF

Bahia

27,104

LANDSCAPE GENERAL NOTES
LANDSCAPE NOTES ARE ALL INCLUSIVE. ALL QUESTIONS CONCERNING THE LANDSCAPE PLAN, DETAILS, AND SPECIFICATIONS SHALL BE DIRECTED TO THE LANDSCAPE ARCHITECT (941) 746-8664.
PLANT COUNT TOTALS IN THE PLANT MATERIALS LIST ARE FOR THE CONVENIENCE OF THE LANDSCAPE CONTRACTOR. BIDDERS SHALL VERIFY ALL PLANT COUNTS WITH THE SPECIFIED QUANTITIES SHOWN ON THE LANDSCAPE PLAN. THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL MATERIALS DRAWN ON THE PLAN.
REVIEW THE GENERAL NOTES, PLANT MATERIAL LIST, PLANS, DETAILS, AND WRITTEN SPECIFICATIONS (IF PROVIDED). THE LANDSCAPE CONTRACTOR SHALL BE RESPONSIBLE FOR IMPLEMENTING THE LANDSCAPE PLAN AS DRAWN AND DIRECTED BY THE NOTES AND SPECIFICATIONS. CONTACT THE LANDSCAPE ARCHITECT WHEN SIGNIFICANT FIELD CHANGES REQUIRE PLAN REVISION AND BEFORE MAKING MATERIAL SUBSTITUTIONS.
PRIOR TO SUBMITTING THE BID, THE LANDSCAPE CONTRACTOR SHALL VISIT THE SITE TO BECOME FAMILIAR WITH EXISTING CONDITIONS. SEE ENGINEERING (CIVIL) PLANS FOR ADDITIONAL SITE INFORMATION.
ALL PLANTS FURNISHED BY THE LANDSCAPE CONTRACTOR SHALL BE FLORIDA NO. 1 QUALITY OR BETTER IN ACCORDANCE WITH GRADES AND STANDARDS FOR NURSERY PLANTS, STATE OF FLORIDA 2ND EDITION (FEB. 1998 PI# 97T-05). THE OWNER AND/OR LANDSCAPE ARCHITECT SHALL DETERMINE THE ACCEPTABILITY OF ALL PLANT MATERIAL SUPPLIED BY THE LANDSCAPE CONTRACTOR. SPECIMEN MATERIAL SHALL BE APPROVED BEFORE INSTALLATION.
ALL PLANT MATERIAL THAT HAS BEEN FIELD TAGGED BY THE LANDSCAPE ARCHITECT SHALL REMAIN TAGGED UNTIL FINAL ACCEPTANCE OF THE PROJECT. ALL MATERIAL NOT TAGGED BY LANDSCAPE ARCHITECT IS SUBJECT TO REJECTION. REJECTED PLANT MATERIAL SHALL BE REPLACED AT CONTRACTORS EXPENSE UNTIL ACCEPTABLE MATERIAL IS PROVIDED.
AT HIS DISCRETION, THE LANDSCAPE ARCHITECT MAY REQUIRE ALL PLANTS TO BE SET IN PLACE AND APPROVED PRIOR TO ANY PLANT INSTALLATION. THE LANDSCAPE CONTRACTOR SHALL CALL TO SCHEDULE THE INSPECTION FOUR (4) WORKING DAYS IN ADVANCE.
STAKE ALL TREES. SEE TREE PLANTING DETAIL.
PROVIDE ARBORGARD+ FLEXIBLE BARK PROTECTORS (MODEL A69-4) AROUND BASE OF TRUNK FOR ALL SINGLE TRUNK TREES FREESTANDING IN SODDED AREAS. THEY ARE AVAILABLE AT ARBORIST SUPPLY HOUSE, INC., (FT. LAUDERDALE, FL:
1-800-749-9528).
ALL TREES SHALL BE PLANTED WITH MYCOR TREE SAVER (3oz PER 1'' CAL.) AND PHC HEALTHY START MACRO TABLETS (21 GRAM - 4 PER 1'' CAL.) - SEE MANUFACTURERS SPECIFICATIONS FOR INSTALLATION METHOD (PLANT HEALTH CARE, INC. 941-751-9455, OR THE TREE HOUSE 941-722-3369).
ALL PALMS SHALL BE PLANTED WITH MYCOR PALM SAVER - SEE MANUFACTURERS SPECIFICATIONS FOR APPLICATION RATE AND INSTALLATION METHOD ( PLANT HEALTH CARE, INC. 1-800-421-9051).
ON NON-IRRIGATED SITES OR AREAS, TREES AND PALMS SHALL ALSO RECEIVE TERRA-SORB HYDRO GEL (PLANT HEALTH CARE INC.) AS PER MANUFACTURER SPECIFICATIONS.
ALL SHRUBS SHALL RECEIVE 1/2 LB. OF MILORGANITE PER FOOT OF HEIGHT; TREES SHALL RECEIVE 5 LBS. PER INCH OF CALIPER; AND GROUNDCOVERS SHALL BE FERTILIZED AS PER LABEL INSTRUCTIONS. IN ALL INSTANCES FERTILIZER SHALL BE MIXED IN EVENLY WITH BACKFILL MATERIAL.
ALL SHRUBS AND GROUNDCOVER SHALL ALSO RECEIVE PHC HEALTHY START MACRO TABLETS (21 GRAM - 1 PER 1 GAL., 3 PER 5 GAL., 4 PER 10 GAL., AND 5 PER 15 GAL.). INSTALL AS PER MANUFACTURERS DIRECTIONS.
AMEND BACKFILL OF ALL SHRUBS AND GROUNDCOVERS ONLY WITH 1/3 CLEAN FLORIDA PEAT OR APPROVED PLANTING MIX. MIX ORGANIC SOIL AMENDMENTS THOROUGHLY WITH THE NATIVE SOIL BEFORE BACKFILLING PLANTING PITS.
ONLY PRUNE TREES AND SHRUBS TO REMOVE DEAD OR DAMAGED FOLIAGE - OR TO COMPENSATE FOR ROOT LOSS CAUSED BY TRANSPLANTING. MAKE CERTAIN TO RETAIN THE PLANT MATERIAL'S NATURAL FORM WHEN PRUNING. NEVER CUT THE CENTRAL GROWTH LEADER OF A TREE, OR INSTALL ANY TREE THAT HAS HAD THE CENTRAL GROWTH LEADER CUT. ALL TREES SHALL BE TRIMMED FOR CLEAR TRUNK UNLESS OTHERWISE SPECIFIED.
WHERE PLANTING AREAS ABUT PAVEMENT, FINISHED SOIL LEVEL SHALL BE THREE INCHES (3") BELOW TOP OF PAVEMENT.
ALL PLANTING AREAS SHALL RECEIVE MULCH AT THE RATE OF 1 CUBIC YARD PER 110 SF. OF AREA (THIS EQUALS A 3'' MULCH DEPTH) - UNLESS OTHERWISE NOTED. SEE PLANT MATERIALS LIST FOR SPECIFICATIONS.
KEEP MULCH SIX INCHES (6") BACK FROM ALL TREE TRUNKS.
SOD SHALL BE INSTALLED WITH TIGHT JOINTS, ROLLED AND FERTILIZED AT TIME OF INSTALLATION. ALL SOD SHALL BE FREE OF NUISANCE SPECIES, INVASIVE AND EXOTIC WEEDS OR THEIR SEED.
ALL REQUIRED MATERIAL SHALL BE THE RESPONSIBILITY OF THE LANDSCAPE CONTRACTOR UNTIL FINAL PROJECT ACCEPTANCE, BUT NO LESS THAN A PERIOD OF THIRTY (30) DAYS. RELOCATED MATERIALS AND OWNER SUPPLIED MATERIALS ARE EXEMPT.
AFTER THE PROJECT IS ACCEPTED, THE LANDSCAPE CONTRACTOR SHALL SUPPLY THE OWNER WITH A TWELVE (12) MONTH WARRANTY COVERING THE PLANT MATERIAL (ENSURING PLANT HEALTH AND SATISFACTORY GROWTH) AND A COMPLETE MAINTENANCE PROGRAM TO BE FOLLOWED DURING AND AFTER THE WARRANTY PERIOD. DURING THE WARRANTY PERIOD THE LANDSCAPE CONTRACTOR WILL NOT BE HELD RESPONSIBLE FOR THEFT, VANDALISM, OR UNUSUAL ACTS OF GOD.
THE LANDSCAPE CONTRACTOR IS ADVISED TO CALL SUNSHINE STATE ONE (1-800-432-4770) TO FIELD LOCATE EXISTING UTILITIES AND SECURE A PERMIT NUMBER PRIOR TO BEGINNING WORK. USE DUE CAUTION AROUND THE UTILITIES. THE LANDSCAPE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR ANY DAMAGE DONE TO EXISTING UTILITIES.
LANDSCAPE CONTRACTOR SHALL COORDINATE WITH IRRIGATION CONTRACTOR.
THERE SHALL BE 3' MINIMUM CLEARANCE FROM LANDSCAPE PLANTS TO THE EDGE OF THE METERS LESS THAN 3" AND 10' FOR METERS 3" AND LARGER.
THERE SHALL BE 7.5' MINIMUM CLEARANCE FROM THE FRONT AND BOTH SIDES AND 4' FROM THE BACK FOR ALL FIRE HYDRANTS.
NO TREES SHALL BE PLANTED WITHIN 10' OF ANY COUNTY MAINTAINED WATER OR SEWER MAIN.

EXHIBIT C

Form of Change Order

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:

(List documents supporting change)

Reason for Change Order: Attachments:

Change in Contract Price
Original Contract Price

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No.

To No. 	

Net changes from previous Change Orders No.

To No.

$ 	
days

Contract Price prior to this Change Order

$ 	

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order
$ 	

Net Increase (decrease) of this Change Order

days

Contract Price with all approved Change Orders

$ 	

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:
By:		By:		By: 	

Consultant (Authorized Signature)

Garrett Hardy, Maintenance Manager

Louis Lawman, Project Manager

Owner (Authorized Signature)	Contractor (Authorized Signature)

Date:		Date:		Date: 	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Irrigation Design Associates, Inc. Agreement Waterside Place Island Park

AGREEMENT BETWEEN LAKEWOOD RANCH STEWARDSHIP DISTRICT AND IRRIGATION DESIGN ASSOCIATES, INC. FOR IRRIGATION INSTALLTION SERVICES AND MATERIALS (WATERSIDE PLACE ISLAND PARK)

THIS AGREEMENT (the “Agreement”) is made and entered into this 1st day of April 2021, 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, 34240 (the “Contractor”).

RECITALS

WHEREAS, the District was established pursuant to Chapter 2005-338, Laws of Florida, as amended, for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure improvements, including but not limited to, irrigation improvements; and

WHEREAS, the District desires to retain an independent contractor to provide irrigation installation services and materials relative to its Waterside Place Island Park , Sarasota Sector project within the District as described herein and in the attached Exhibit A, which is incorporated herein by this reference (the “Services”); and

WHEREAS, Contractor represents that it is qualified, willing and capable of providing the Services 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:

SECTION 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.

SECTION 2.	DESCRIPTION OF WORK AND SERVICES.

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.

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 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 Garrett Hardy. 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 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.

SECTION 3.	DATE OF COMPLETION

B. Contractor shall complete the installation services within Sixty (60) 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 construction 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 after its occurrence.

C. 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.

SECTION 4.	COMPENSATION; TERM

As compensation for completion of the Services described in this Agreement, the District agrees to pay the Contractor One Hundred Fifteen Thousand Two Hundred Sixty Nine Dollars and Zero Cents ($115,269.00). Such amount includes all items, materials and labor necessary for the completion of the Services.

If the District should desire additional work or services 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 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 evidence, in the form 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 form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, 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 delivered 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 information as the District may reasonably require the Contractor to provide.

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. 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 for the additional services is not set forth in this Agreement, Contractor’s compensation shall be adjusted for the assessed 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 B.

SECTION 6.    WARRANTY AND COVENANT. 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 (1) 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 (1) 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 provided by Florida law unless longer guarantees or warranties are provided for elsewhere 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 Services, 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 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 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, 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.

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
Bodily Injury (including contractual)	$1,000,000/$2,000,000
Property Damage (including contractual)	$1,000,000/$2,000,000

Automobile Liability (if applicable)
Bodily Injury and Property Damage	$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 termination within the policy periods of the insurance coverages, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of at least A-VII.

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

SECTION 8. INDEPENDENT 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 of an 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 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 W-9 form prior to the commencement of the Services.

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 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 rules 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 PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party.   Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 11. ENFORCEMENT OF AGREEMENT. In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorney’s fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 12. AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and the Contractor.

SECTION 13. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and the Contractor, both the District and the Contractor have complied with all the requirements of law, and both the District and the Contractor have full power and authority to comply with the terms and provisions of this instrument.

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

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

Lakewood Ranch Stewardship District Operations 14400 Covenant Way
Lakewood Ranch, FL 34202 Attn: Operations Manager

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

SECTION 15. ARM’S LENGTH TRANSACTION.   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 construed against either the District or the Contractor.

SECTION 16.   THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and the Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and the Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and the Contractor and their respective representatives, successors, and assigns.

SECTION 17. ASSIGNMENT. 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 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.

SECTION 19.	INDEMNIFICATION.

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 performance of this Agreement or the Services performed hereunder up to the amount of One Million Dollars ($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 bankruptcy proceedings) as ordered.

SECTION 20.	LIMITATIONS	ON	GOVERNMENTAL	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 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.

SECTION 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, unless terminated earlier in accordance with the terms of this Agreement.

SECTION 22. TERMINATION. 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, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days written notice of termination without cause. Upon any

termination of this Agreement, the Contractor shall be entitled to payment for all 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. OWNERSHIP OF DOCUMENTS. 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.

SECTION 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 Statutes. 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, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

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

SECTION 25. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 26. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 27. ENTIRE AGREEMENT. This instrument 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]

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.

By: 	

Signature of Witness

Print Name

Print Name: 	 Title:    	 

Compost Exhibit A:	Construction Plan
Exhibit B:	Irrigation Design Associates, Inc. Proposal (3/23/2021)
Exhibit C:	Form of Change Order

COMPOST EXHIBIT A

Construction Plan

6175 Palmer Boulevard
Sarasota, Florida 34240
Phone: (941) 927-1279 Fax: (941) 925-8987	PROPOSAL	
	Job:	13069 - WATERSIDE PLACE ISLAND PARK
Proposal Date: 03/23/2021	
Proposed To:	Job Name:	
LAKEWOOD RANCH STEWARDSHIP DIS	WATERSIDE PLACE ISLAND PARK	
14400 COVENANT WAY
BRADENTON FL 34202	LWR	
Good Thru:	Payment Terms:		Estimator:	
One Month From Proposed Date	Net 30 Days	0		

Quantity	Description	Unit	Ext Price	
	
**************************************************			
	*****IRRIGATION DISTRIBUTION SYSTEM
QUOTE BASED ON IRR PLANS BY ICD PGS IR1.0-1.3 & IR2			
	DATED 6/5/20 TO BE AS FOLLOWS*********************			
	**************************************************
*********REVISED 3/23/21 PER CLIENTS REQUEST******			
	HUNTER ACC-99D;MINICLIK WALL MOUNT CONTR			
1.00	W/RAIN SENSOR	EA		
1.00	PAIGE 4'' X 96'' GROUND PLAT FOR CONTROLLER	EA		
	HUNTER IMMS SET UP HUNTER ACC-COM-HWR;RAD-3			
1.00	RA5M HARDWIRE/RADIO MODULE, RADIO & ANTENNA	EA		
1.00	INTERMATIC SURGE ARRESTOR 120 VOLT ARRESTOR	EA		
6.00	HUNTER ICD-100 SINGLE STATION DECODER	EA		
15.00	HUNTER ICD-200 TWO STATION DECODER	EA		
1.00	HUNTER ICD-400 FOUR STATION DECODER	EA		
	8' GROUND ROD UNITS: ROD, 6AWG GROUND WIRE,			
8.00	SPLIT BOLT, AND CAD WELD	EA		
4.00	HUNTER ICV-101G 1'' VALVE	EA		
9.00	HUNTER ICV-151G 1 1/2'' VALVE	EA		
23.00	HUNTER ICV-201G 2'' VALVE	EA		
140.00	HUNTER PGP-04-ULTRA 4'' ROTOR	EA		
38.00	HUNTER I-25-04 4'' ROTORS ON 1'' SWING JOINTS	EA		
627.00	HUNTER PROS-06 6'' SPRAY HEAD	EA		
333.00	HUNTER PROS-12 12'' SPRAY HEAD	EA		
189.00	HUNTER PCB-50 BUBBLER ON 1/2'' FLEX PIPE	EA		
6,000.00	CL 200 BUBBLER LATERAL PIPE	FT		
2,200.00	2 1/2'' CL 200 PVC NP MAINLINE PIPE	FT		
660.00	4'' CL 200 PVC NP GASKET MAINLINE PIPE	FT		
2,400.00	HUNTER ID1 14-2(2 WIRE IN 1'' CONDUIT)	FT		
4.00	2 1/2'' GATE VALVE MAINLINE ISOLATION VALVE	EA		
3.00	4'' GASKET GATE VALVE MAINLINE ISOLATION VALVE	EA		
500.00	2'' SCH 40 PVC SLEEVE	FT		
460.00	3'' SCH 40 PVC SLEEVE	FT		
440.00	4'' SCH 40 PVC SLEEVE	FT		

PROPOSAL
Continued

Page #

03/23/21
2 of 2

Quantity	Description	Unit	Ext Price
40.00	6'' SCH 40 PVC SLEEVE	FT

Proposal Total:

115,269.00

1.00	PERMIT	 	EA	

Notes: TO INSTALL IRRIGATION BASED ON IRRIGATION PLAN. Notes: WATER METER NOT INCLUDED IN THIS QUOTE.
Notes: ELECTRIC TO THE IRRIGATION CONTROLLER SUPPLIED BY OTHERS.
Notes: IF DIRECTIONAL BORES ARE NEEDED FOR THIS SITE, THIS QUOTE IS SUBJECT TO CHANGE.

ALTERNATE: TO INSTALL 4'' WATER METER IN VALVE BOX AT POC
1	NETAFIM #WMW-400-10-RS 4'' WATER METER AT POC ALTERNATE TOTAL: $2,200.00

*Water source,water meter,backflow and certification by others, unless otherwise stated.
*Water quality of well is not guaranteed. Any water quality treatment needed including, but not limited to, sand separator or rust elimination would be an additional fee added to the contract.
*Electric power supply by others. If temporary power is needed, SVC battery operated controllers will be installed at an additional fee added to the contract.
*Any permitting costs required would be an additional fee added to the contract.
*Terms of payment are as follows: Invoices should be paid in 30 days. Any unpaid invoices will result in interest being added at a rate of 18% annually.
*Any job requiring C67160 insurance certificate for waiver of subrogation or additionally insured will need to be quoted per job and may require additional costs.

Accepted By:	Date:  	

EXHIBIT B:

Irrigation Design Associates Proposal

IRRIGATION SCHEDULE	
SYMBOL	MANUFACTURER/MODEL/DESCRIPTION

Hunter PROS-06-PRS30-CV-R 5` strip spray

IRRIGATION SCHEDULE	

c d
SERVICES

SYMBOL	MANUFACTURER/MODEL/DESCRIPTION

Hunter ICZ-151-XL-40 w/EZ-1 Decoder and Ball Valve

EST LCS RCS CST SST

Q   T   H   F

Q   T   H   F

Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R 8` radius
Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R 10` radius
Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R 12` radius

Drip Control Zone Kit. 1-1/2" ICV Globe Valve with 1" HY100 filter system. Pressure Regulation: 40psi. Flow Range: 20 GPM to 60 GPM. 120 mesh stainless steel screen. 1-1/2" inlet x single 2" outlet

Area to Receive Dripline Hunter HDL-09-12-R
HDL-09-12-R: Hunter Dripline with 0.9 GPH flow. Light brown tubing with purple striping. Emitters at 12" O.C. Dripline laterals spaced at 18" apart, with emitters offset for triangular pattern. Install with Hunter PLD barbed or PLD-LOC fittings.

West Loop - 80 GPM max

LAKE

IR1.1

Q  T  H    TT   TQ    F

Q  T  H    TT   TQ    F

4   6   8   10    12    15 17

E       L       R   C       S
ES LCS RCS CS SS

Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R 15` radius
Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R 17` radius
Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-06-PRS30-CV-R adjustable arc
Turf Spray, 30 psi regulated 6.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-12-PRS30-CV-R 5` strip spray
Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

SYMBOL	MANUFACTURER/MODEL/DESCRIPTION

Hunter ICV-G-FS-R w/ EZ-1 Decoder & PVC Ball Valve

1", 1-1/2", 2", and 3" Plastic Electric Remote Control Valves, Globe Configuration, with NPT Threaded Inlet/Outlet, With Filter Sentry Factory Installed Option, and Reclaimed Water ID, Purple Handle.

Leemco LMV-44SB
4" x 4" LMV-SB Series Mainline Gate Valve. The Spigot x Bell version is designed for the spigot end to insert into a Leemco gasket tee. The valve links restrain to the ears on the gasket tee for a secure connection.

						

						

REVISION					AS-BUILT	

Matco-Norca 514TX
1/2"-4" Brass Gate Valve, Full Port, with Solid Wedge. IPS. Cross Handle. Same size as mainline pipe.

Point of Connection
Program two valves to
LoApKeErate at a time -160 GPM max

8  8
Q   T

10  10
Q  T

12  12  12

8

8

H   F

10  10
H   F

12  12  12

Hunter PROS-12-PRS30-CV-R 8` radius
Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-12-PRS30-CV-R 10` radius
Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-12-PRS30-CV-R 12` radius

C	Hunter I2C-0800-PP with #EZ-DM Decoder Module
8 Station Outdoor Modular Controller, with Decoder Module, 54 station capacity. Plastic Pedestal.

R	Hunter ROAMXL-KIT

Transmitter and Receiver. Roam Remote allows for controller operation up to 2 miles. Large-Scale Sites. SmartPort wiring harness included.

Q  T   H   TT  TQ   F

Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

ws	Hunter WSS-SEN
Wireless Solar, rain freeze sensor with outdoor interface, install as noted. Includes gutter mount bracket. Module not included.

15  1 5

15  1 5  15  15

Hunter PROS-12-PRS30-CV-R 15` radius

Q  T   H   TT  TQ   F

17	17
Q	H

17

15

12

4  6   8  10

LST RST SST

Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-12-PRS30-CV-R 17` radius
Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter PROS-12-PRS30-CV-R Adjustable Arc
Shrub Spray, 30 psi regulated 12.0" Pop-Up. With Drain Check Valve, and Reclaimed Purple Body Cap.

Hunter MP Strip PROS-06-PRS40-CV-R
Turf Rotator, 6" popup with factory installed check valve, reclaimed body cap, pressure regulated to 40 psi, MP Rotator nozzle on PRS40 body. LST=Ivory left strip, SST=Brown side

Leemco LH-Series
Pipe to fitting restraint for 2"-12"IPS pipe sizes. Tee, ell, and bends of 11, 22, 45, 90.

Gr	Secondary Earth Ground at Irrigation Controller
15 ohms or less resistance to ground (or as required by the Controller Manufacturer).

Point of Connection 6"

Locate and connect to existing 6" Irrigation Mainline, 160 GPM at 65 PSI Required - Field Verify

  MCE	
 RA	 06/05/20
1"=50'-0"

 	  Irrigation Lateral Line: PVC Class 160 SDR 26

 	   Irrigation Mainline: PVC Schedule 40-NP

IR2.1

K  G  R

strip, RST=Copper right strip.	 	            	
Irrigation Mainline: PVC Class 200 SDR 21-NP
Hunter MP2000 PROS-06-PRS40-CV-R

IR3.1

B      Y   A

Turf Rotator, 6" pop-up with check valve, reclaimed body cap, pressure regulated to 40 psi, MP Rotator nozzle on PRS40 body. K=Black adj arc 90-210, G=Green adj arc 210-270, R=Red 360 arc.

Hunter MP3000 PROS-06-PRS40-CV-R
Turf Rotator, 6" pop-up with factory installed check valve, reclaimed body cap, pressure regulated to 40 psi, MP Rotator nozzle on PRS40 body. B=Blue adj arc 90-210, Y=Yellow adj arc 210-270, A=Gray 360 arc.

Pipe Sleeve: PVC Schedule 40
Valve Callout
Valve Number
#	#	Valve Flow

#"	Valve Size

LAKE

LAKE

LB

K  G  R

25  50	10      20

Hunter MP3500 PROS-06-PRS40-CV-R
Turf Rotator, 6.0" Pop-up with factory installed check valve, reclaimed purple cap, pressure regulated to 40 psi, MP Rotator nozzle on PRS40 body. LB=light brown adjustable arc, 90-210.

Hunter MP2000 PROS-12-PRS40-CV-R
Shrub Rotator, 12" pop-up with factory installed check valve, reclaimed body cap, pressure regulated to 40 psi, MP Rotator nozzle. K=Black adj arc 90-210, G=Green adj arc 210-270, R=Red 360 arc on PRS40 body.

Hunter PCB-R
Flood Bubbler, 1/2" FIPT. With Purple Cap for Reclaimed Water Use.

IRRIGATION FIELD CHANGES:

IRRIGATION PLAN WATERSIDE PLACE ISLAND PARK
LAKEWOOD RANCH

This Irrigation Design was based on the most recent site and landscape plan available to the Irrigation Designer at the time of the design. The following irrigation principals were incorporated into this design:

Dedicated bubbler zones for all new trees.
Dedicated spay zones for all new annual beds.
Landscape beds and sod are on separate zones.
Spray heads and rotator / rotors are on separate zones.
All sprinkler heads within a zone are "matched precipitation rate".
"Single row" sprinklers (along edge of pavement, fence line, pond bank) are on separate zones from areas covered by "square" or "triangular" spaced sprinklers.

SYMBOL	MANUFACTURER/MODEL/DESCRIPTION

Site and / or Landscape changes that were made after the time of this design will require Field Changes. Field Changes made by the Irrigation Contractor that do not incorporate

East Loop - 80 GPM max

2.0

2.5

3.0

4.0

IR-1.0
     2                  5 

5.0

Hunter I-20-06-PRB-R
Turf Rotor, 6.0" Pop-Up. Adjustable and Full Circle. Plastic Riser. Drain Check Valve. Standard Nozzle. With Reclaimed Water Purple ID. Pressure Regulating Body.

Hunter I-20-06-PRB-R
Turf Rotor, 6.0" Pop-Up. Adjustable and Full Circle. Plastic Riser. Drain Check Valve. Standard Nozzle. With Reclaimed Water Purple ID. Pressure Regulating Body.

Hunter I-20-06-PRB-R
Turf Rotor, 6.0" Pop-Up. Adjustable and Full Circle. Plastic Riser. Drain Check Valve. Standard Nozzle. With Reclaimed Water Purple ID. Pressure Regulating Body.

Hunter I-20-06-PRB-R
Turf Rotor, 6.0" Pop-Up. Adjustable and Full Circle. Plastic Riser. Drain Check Valve. Standard Nozzle. With Reclaimed Water Purple ID. Pressure Regulating Body.

Hunter I-20-06-PRB-R
Turf Rotor, 6.0" Pop-Up. Adjustable and Full Circle. Plastic Riser. Drain Check Valve. Standard Nozzle. With Reclaimed Water Purple ID. Pressure Regulating Body.

these irrigation principals will not be accepted and will be corrected at the Irrigation Contractors expense.

c d
SERVICES

IRRIGATION SCHEDULE	
SYMBOL	MANUFACTURER/MODEL

Hunter PROS-06-PRS30-CV-R 5` strip spray

4 10
4	10

Point of Connection
Existing 6" Irrigation Mainline 160 GPM at 65 PSI Required Field Verify

EST  LCS RCS  CST  SST

Q   T   H   F

Q   T   H   F

Q   T   H   TT   TQ   F Q  T  H TT TQ F

Hunter PROS-06-PRS30-CV-R 8` radius Hunter PROS-06-PRS30-CV-R 10` radius Hunter PROS-06-PRS30-CV-R 12` radius Hunter PROS-06-PRS30-CV-R 15` radius Hunter PROS-06-PRS30-CV-R 17` radius

Hunter PROS-06-PRS30-CV-R adjustable arc

4	4   6   8
10

10    12    15    17

4	E       L       R   C       S
ES LCS RCS CS SS

Hunter PROS-12-PRS30-CV-R 5` strip spray

4"	12

8  8
Q   T
10  10
Q  T
12  12

8

8

H   F
10  10
H   F
12  12  12

Hunter PROS-12-PRS30-CV-R 8` radius Hunter PROS-12-PRS30-CV-R 10` radius

						

						

REVISION					AS-BUILT	

Hunter PROS-12-PRS30-CV-R 12` radius

Q  T   H   TT  TQ   F

15  15

15  15 15  15

Hunter PROS-12-PRS30-CV-R 15` radius

17

Q   T   H   TT  TQ   F

17	17
Q	H

15

12

4   6   8  10

Hunter PROS-12-PRS30-CV-R 17` radius Hunter PROS-12-PRS30-CV-R Adjustable Arc

2.13

81.7

3
1"

2
2"

212"

1	76.2
2"

K

K

B

B

B	4"
B

B

B

LST  RST   SST K  G  R

B      Y   A

LB

K  G  R

25  50	10      20

SYMBOL

2.0

2.5

3.0

4.0

5.0

Hunter MP Strip PROS-06-PRS40-CV-R Hunter MP2000 PROS-06-PRS40-CV-R Hunter MP3000 PROS-06-PRS40-CV-R Hunter MP3500 PROS-06-PRS40-CV-R Hunter MP2000 PROS-12-PRS40-CV-R

Hunter PCB-R

  MCE	
 RA	
   06/05/20	
  1"=20'-0"	

MANUFACTURER/MODEL Hunter I-20-06-PRB-R Hunter I-20-06-PRB-R Hunter I-20-06-PRB-R Hunter I-20-06-PRB-R Hunter I-20-06-PRB-R

212"

212"	B	4"
B

4"

B

B

A

B

Lake

LAKE

SYMBOL	MANUFACTURER/MODEL
Hunter ICZ-151-XL-40 w/EZ-1 Decoder and Ball Valve Area to Receive Dripline

Hunter HDL-09-12-R

SYMBOL	MANUFACTURER/MODEL

IRRIGATION PLAN
WATERSIDE PLACE ISLAND PARK
LAKEWOOD RANCH

Hunter ICV-G-FS-R w/ EZ-1 Decoder & PVC Ball Valve Leemco LMV-44SB
Matco-Norca 514TX

A

4"
A	B	A
A

212"
4"

SOD

B
B
10	10

10	10

8	8

SOD

212"

23	77.8

Hunter I2C-0800-PP with #EZ-DM Decoder Module R	Hunter ROAMXL-KIT
ws	Hunter WSS-SEN Leemco LH-Series
Gr	Secondary Earth Ground at Irrigation Controller

B	8
Point of Connection 6"

 	  Irrigation Lateral Line: PVC Class 160 SDR 26

 	   Irrigation Mainline: PVC Schedule 40-NP
 	   Irrigation Mainline: PVC Class 200 SDR 21-NP Pipe Sleeve: PVC Schedule 40
Valve Callout
Valve Number
#	#	Valve Flow
#"	Valve Size

IR-1.1
     2                  5 

c d
SERVICES

212"	IRRIGATION NOTES:

212"

Irrigation system design requirements: 160 GPM @ a minimum of 65 PSI at the point of connection. The Irrigation Contractor shall verify the available GPM and PSI prior to installation of the system.

Do not willfully install the irrigation system as shown on the drawings when it is obvious in the field that conditions exist that might not have been considered in the design process. For example : obstructions, grade differences, water levels, dimensional differences, etc. Refer to the Landscape Plan to avoid conflicts with proposed trees or shrubs.

38.0

7
112"

K	K	 	

B	B

B	B

77.8	6
2"

10	10

10

12 E

10
10

10
10

8

8

10

12	12
E

12	10

12	12

17	17

17	17

4	31.0
112"

5	57.4
112"

Piping may sometimes be indicated as being located in unlikely areas: i.e., under buildings or pavement, outside of property lines, in lakes or ditches, etc. This is done for graphic clarity only. Whenever possible, piping is to be installed in open, green" areas.
B	4.	If required, the Irrigation Contractor shall provide the necessary "Right of Way" use permits.
Pipe sizes shall conform to those on the drawings. Substituting with smaller pipe sizes will not be permitted.

Mainline is to be installed with a minimum of 24" depth of cover. Lateral lines are to be installed with a minimum of 12" depth of cover.

Unless otherwise indicated, all sleeves are to be PVC Sch 40 and two (2) nominal sizes larger than the pipe to be sleeved. For example: The sleeve for a 2" pipe shall be 3". No irrigation sleeve shall be smaller than 2".

Wherever practical, install valves in mulched beds and/or out of high traffic areas. All valves , flush valves and wire
15	splices shall be installed in Rain Bird wide flanged, structural foam "plastic" valves boxes as follows:

Remote Control Valves	#VB-STD (16"w x 21"l x 12"h) std. rect. box
Isolation Gate Valves	#VB-7RND (9"dia. x 9"h) 7" round box
Wire Splices	#VB-10RND (13"dia. x 10"h) 10" round box
15	Drip Zone Valve / Filter Assy	#VB-SPR (23"w x 33"l x 15"h) Super Jumbo Rect. box
15	Air Relief & Flush Valves (drip)	#VB-6RND (6" dia. x 9"h) 6" round box

LB
LB

LB
LB	K

17
17

8
8
10
8	10

10	8	10

K	K	K

15	12

15	15

15  71

C

15
15
15

15	12
15

The bottom and sides of the valve boxes shall be lined with landscape fabric. Install a 3" deep bed of gravel on the landscape fabric to create a drainage sump.

						

						

REVISION					AS-BUILT	

Refer to Valve Designation Symbols for controller, station number and designed flow rate for each remote control valve.

The two-wire path between the controller and the decoders shall be two (2) UL Listed, single strand, type UF 600 Volt control cables (12-1 AWG). Use one (1) RED and one (1) BLUE colored wire to match color coded connections on the Decoders. Maximum distance from the controller to the furthest decoder shall be 3,000'.

All Decoders shall be installed in the valve box along with the solenoid that they are connected to.

All splices to the control wiring shall be made with 3M #DB_6 600 volt, UL Listed direct bury splice kits Use "yellow" or "red" kits as needed.

All pop-up sprinkler heads shall be installed level and flush to grade. Mount all sprinklers on flexible connections as follows:

B

K
K	K	K

R
K
K	R
K	R

1/2" inlet spray heads	18" of Heavy Wall PVC IPS Hose
3/4" inlet rotor heads	18" of Heavy Wall PVC IPS Hose

The tops of all shrub sprinklers shall be installed 12" above the height of the surrounding plant material. For plant heights of 12" or more, support the riser with a #5 rebar stake and nylon cable ties. All risers shall be placed a

B	B

K	B

76.5	8

K	R
K
K	K	K

K

R	R	R

K
K  K

B

K

4.0

minimum of 12" from any sidewalk, edge of pavement or structure.

Location of all sprinkler heads shall be site adjusted to minimize water overthrow onto building surfaces and walkways. Throttle valves on spray zones as required to prevent fogging.

Install drip tubing, supply header and exhaust header at grade and cover with mulch. Typical spacing for drip tubing is 18" on center. Spacing to be determined by plant layout, refer to Landscape Plan. Anchor drip tubing every 5' with 8" long wire tubing stakes. Install vacuum relief valves and flush valve assemblies as needed.

2"	K
K

K
K

K
K

K
K

B
B

B	B

B	B
4.0

K	A

4.0

4.0

4.0

4.0	4.0

4.0	4.0

2.0

5.0

3.0

3.

Exact controller location(s) shall be coordinated with an Owner's Representative prior to installation. Unless otherwise stated, the General Contractor shall provide 110 volt power to the controller location(s). The Irrigation Contractor is responsible for the connection from the power source to the controller(s). For outdoor mounted controllers, the 110 volt service to the irrigation controller shall be in conduit. All 110 volt electrical work shall meet Local Code.

  MCE	
 RA	
   06/05/20	
  1"=20'-0"	

At each irrigation controller, install a "secondary surge arrester" to the incoming (120 volt) power supply (Intermatic #AG2401 or equal).

At each irrigation controller, install an "supplementary earth ground grid" with a minimum of two (2) 4" x 96" grounding plates. Test the resistance to earth per NFPA Standard #780. A acceptable earth ground should have 10 ohms or less resistance. Use more plates or grounding rods as needed to achieve the desired resistance reading.

The wireless rain shutoff device shall be installed to meet local codes and/or minimum manufacturer's recommendations. Obstructions, vandalism and ease of service shall be considered in locating the device.

IRRIGATION PLAN
WATERSIDE PLACE ISLAND PARK
LAKEWOOD RANCH

Main line piping 4" and larger shall be installed with Mechanically Restrained Ductile Iron Fittings (Leemco or equal) according to the fitting manufacturers recommendation. The fittings shall be installed at all changes in direction, reducers, valves and end caps on main line.

The IRRIGATION CONTRACTOR shall prepare an AS-BUILT drawing on reproducible paper detailing the actual

B

B	K	B
K
B

K

K
B

77.8	9
2"

LB

LB

52.9

K
B

LB

LB

10
112"

A

B

R
4.0
K
B

B	K
B

LB

LB

B

B

LB

4.0

B

B

4.0

K

4.0

4.0

4.0

4.0

4.0

4.0

5.0

5.0

4.0

installation of the irrigation system. The AS-BUILT drawings shall locate all main line piping, control wires, wire splices, sleeves and valves by showing exact measurements from permanent features (buildings, edge of pavement, power poles, fire hydrants, etc.). Include depth of cover on mainline and sleeves.

No product substitutions will be permitted without the written permission of the Owner's Representative. Irrigation Contractor to provide submittals to the Owner's Representative for approval prior to installation.

Any other equipment required that is not other wise detailed or specified shall be installed as per manufacturer's recommendations and local code.
WATER USE NOTE:
THIS SYSTEM IS DESIGNED TO APPLY .75" OF WATER TO THE IRRIGATED AREA, RUNNING EACH ZONE NO MORE THAN ONCE PER WEEK, WHILE OPERATING DURING THE ALLOWED TIME SLOTS FOUR DAYS PER WEEK.

THIS SYSTEM MAY REQUIRE A VARIANCE FROM THE WATER MANAGEMENT DISTRICT TO OPERATE UNDER CURRENT OR FUTURE WATERING RESTRICTIONS.

LAKE

38.7

K

11
112"

B
77.
B

R

B

IR-1.2
     3                  5 

B

212

c d
SERVICES

A

B	Lake

A

B	4"
A	B	A
A

212"
4"

SOD

B
B
10	10

10	10

8	8
B	8
8	8

SOD

212"

23	. 2"

1 5	1 5

15
1 5

1 5

15   1. 

C

2 . 

15

  . 

2 
2"

B
2 
112"

2 
2"
B

8
R

K

8

L

B

8

L  8 G
C     

A

Y
A	L
R

S

K	S
R

SOD

S

K
R R

10	8	8
Y	8	L
10

10	R
R 8

L

SOD

S

R

10

10	8

22	31. 
112"

10	10
8

10	10
6 L
S

33. 

S

R	L

21
112"

SOD

2	2 . 
112"

1	Lake
2"

1 5 K

R    Gr

8

L

8	8	S

1 5
1 5
1 5
1 5
K
15	12
15
10

G
B	1 5

G
1 .	2	R
1"
R
G

K	K
K

8
G  8	8
8
8
R	8	8
G
SOD
8	8
R

K
K

Patio	Patio

S	8
R	8	8
8	8	8
8

1	.1

2"

1 5

B

K

4.0

4.0

  . 

EXERCISE STATION

2 
2"

4.0

K
WALKING PATH

4.0

4.0

L
17	17

1 5

17 15	1 5

Pavilion

12

Pavilion

3.0

  .	2 
2"

4.0	4.0

4.0

12
4
1 5

4.0

8

8

4.0

8	8	8
8
8	8
4

10	10

10	10

8

4
10	8

8
10

8	8

REVISION

AS-BUILT

8
8
8	8	8	8
4	10	8	8	8
4

MCE RA
06/05/20
1"=20'-0"

12

5.0

3.0

21.	3 
1"

4.0

4.0

4.0

4.0

WALKING PATH

4.0

4.0

4.0

K	K	K	K

1 
112"

3 . 

5.0

5.0

3.0

  . 

31
2"

3.0

4.0

4.0

3.0

2.5

2.0

4.0

3.0

4.0

4.0

2.0

4.0

4.0

4.0

4.0

2.0

4.0

3.0

4.0

4.0

4.0

K
R
R

K	K	K
4.0

B	B

R
K

K

1 5

1 5

1 5

B 15
15

1	23. 

IRRIGATION PLAN
WATERSIDE PLACE ISLAND PARK
LAKEWOOD RANCH

1"

1	32.3
112"

4.0

B

B

B

B

  .3

R

212"

 2. 

13
2"

B

32
2"
4"

4.0

B
B

A	4"
A

4.0

B

R

4.0

K

R

4.0

K

R

4.0

B

K

A
A

4.0	4.0

B	B
B

Y
A
A

4.0

B

4.0

B

4.0

K

4.0

K

4.0

B

4.0

B

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IRRIGATION PLAN
WATERSIDE PLACE ISLAND PARK
LAKEWOOD RANCH

REVISION

AS-BUILT

EXHIBIT C:

Form of Change Order

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

Owner:		 Owner’s Contract No.: 	
Contractor:	Engineer: 	

Increase in contract scope

You are requested to make the following changes in the Contract Documents. Description:

Additional landscape maintenance services required.

Exhibit A contract scope

Reason for Change Order: Attachments:

Change in Contract Price
Original Contract Price

$ 	

Change in Contract Times
Original Contract Times

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net changes from previous Change Orders No.

To No. 	

Net changes from previous Change Orders No.

To No.

$ 	
days

Contract Price prior to this Change Order

$ 	

Contract Times prior to this Change Order

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Net Increase (decrease) of this Change Order
$ 	

Net Increase (decrease) of this Change Order

days

Contract Price with all approved Change Orders

$ 	

Contract Times with all approved Change Orders

Substantial Completion: 	 Ready for Final Payment: 	
days or dates

Recommended:	Approved:	Accepted:	
By: 		By: 		By: 		
Maintenance Manager or Operations Director	Stewardship District Board of Supervisors	Contractor	
Date: 		Date: 		Date: 		

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Westcoast Electrical Services, Inc. Agreement for Installation of Bridge Lighting
(Waterside Place Park)

AGREEMENT FOR INSTALLATION OF BRIDGE LIGHTING BETWEEN THE LAKEWOOD RANCH STEWARDSHIP DISTRICT AND WESTCOAST ELECTRICAL SERVICES, INC. (WATERSIDE PLACE PARK)

THIS AGREEMENT (“Agreement”) is made and entered into this 9th day of April, 2021, by and between:

LAKEWOOD RANCH STEWARDSHIP DISTRICT, a local unit of special-purpose government established pursuant to Chapter 2005-338, Laws of Florida, being situated in Manatee and Sarasota Counties, Florida, and whose mailing address is 12051 Corporate Boulevard, Orlando, Florida 32817 (“District”); and

WESTCOAST ELECTRIC SERVICES, INC., a Florida corporation, with a mailing address of 2745 Commerce Parkway, North Port, Florida 34289 ("Contractor", together with District “Parties”).

RECITALS

WHEREAS, the District was established for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure; and

WHEREAS, the District has a need to retain an independent contractor to install bridge lighting improvements within common areas located within the District known as “Waterside Place Park,” as set forth in Exhibit A, including, without limitation, all materials and labor (“Work”); and

WHEREAS, Contractor submitted the proposal attached hereto as Exhibit A and represents that it is qualified to serve as a lighting installation contractor and has agreed to perform the Work for 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, 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:

SECTION 1. INCORPORATION OF RECITALS. The recitals stated above are true and correct and by this reference are incorporated by reference as a material part of this Agreement.

SECTION 2.     DUTIES.	District agrees to use Contractor to provide the Work in accordance with the terms of this Agreement. The duties, obligations, and responsibilities of the Contractor are described in Exhibit A hereto.

Contractor shall provide bridge lighting installation services, as described in
Exhibit A.	The Work shall include  any effort specifically required by this

Agreement and Exhibit A reasonably necessary to allow the District to receive the maximum benefit of all of the Work and items described herein and demonstrated in Exhibit A, including but not limited to, the repair, construction, installation, and all materials reasonably necessary. To the extent any of the provisions of this Agreement are in conflict with the provisions of Exhibit A, this Agreement controls.

Work shall commence within thirty (30) calendar days of the effective date of this Agreement and be completed within sixty days (60) calendar days., unless extended in writing by the District in its sole discretion or terminated earlier in accordance with Section 13 herein.

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, and regulations.

Contractor shall perform all Work in a neat and workmanlike manner. In the event the District in its sole determination, finds that the work of Contractor is not satisfactory to District, District shall have the right to immediately terminate this Agreement and will only be responsible for payment of work satisfactorily completed and for materials actually incorporated into the Work.

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. While providing the Work, the Contractor shall assign such staff as may be required, and such staff shall be responsible for coordinating, expediting, and controlling all aspects to assure completion of the Work.

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

Contractor shall keep the premises and surrounding area free from accumulation of waste materials or rubbish caused by operations under the Agreement. At completion of the Work, the Contractor shall remove from the site waste materials, rubbish, tools, construction equipment, machinery and surplus materials. If the Contractor fails to clean up as provided herein, the District may do so and the cost thereof shall be charged to the Contractor.

SECTION 3. COMPENSATION, PAYMENT, AND RETAINAGE.

The District shall pay Contractor Thirty-Two Thousand Four Hundred Fifty-Five Dollars ($32,455.00) for the Work as identified in Exhibit A attached hereto and incorporated herein by reference. Contractor shall invoice the District for the Work pursuant to the terms of this Agreement. The District shall provide payment within

forty-five (45) days of receipt of invoices. Such amounts include all materials and labor provided for in Exhibit A and all items, labor, materials, or otherwise, to provide the District the maximum benefits of the Work.

If the District should desire additional work or services, 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 an addendum, addenda, or change order(s) to this Agreement. The Contractor shall be compensated for such agreed additional work or services based upon a payment amount acceptable to the parties and agreed to in writing.

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 evidence, in the form 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 form satisfactory to the District, that any indebtedness of the Contractor, as to services to the District, has been paid and that the Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.

SECTION 4. WARRANTY. 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, and will conform to the standards and practices for projects of similar design and complexity in an expeditious and economical manner consistent with the best interest of the District. In addition to all manufacturer warranties for materials purchased for purposes of this Agreement, all Work provided by the Contractor pursuant to this Agreement shall be warranted for two (2) years from the date of acceptance of the Work by the District. Contractor shall replace or repair warranted items to the District’s satisfaction and in the District’s discretion. Neither final acceptance of the Work, nor final payment therefore, nor any provision of the Agreement shall relieve Contractor of responsibility for defective or deficient materials or Work. If any of the materials or Work 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 therefrom to District property or the property of landowner’s within the District.

SECTION 5.	INSURANCE.

The Contractor shall maintain throughout the term of this Agreement the following insurance:

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

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

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

Employer’s Liability Coverage with limits of at least $1,000,000 (one million dollars) per accident or disease.

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

The District, its staff, consultants and supervisors shall be named as additional insured. The Contractor shall furnish the District with the Certificate of Insurance evidencing compliance with this requirement. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverage, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida.

If the Contractor fails to have secured and maintained the required insurance, the District has the right but not the obligation to secure such required insurance in which event the Contractor shall pay the cost for that required insurance and shall furnish, upon demand, all information that may be required in connection with the District’s obtaining the required insurance.

SECTION 6. INDEMNIFICATION.

Contractor agrees to defend, indemnify, and hold harmless the District and its officers, agents, employees, successors, assigns, members, affiliates, or representatives from any and all liability, claims, actions, suits, liens, demands, costs, interest, expenses, damages, penalties, fines, judgments against the District, or loss or damage, whether monetary or otherwise, arising out of, wholly or in part by, or in connection with the Services to be performed by Contractor, its subcontractors, its employees and agents in connection with this Agreement, including litigation, mediation, arbitration, appellate, or settlement proceedings with respect thereto. Additionally, nothing in this Agreement

requires Contractor to indemnify the District for the District’s percentage of fault if the District is adjudged to be more than 50% at fault for any claims against the District and Contractor as jointly liable parties; however, Contractor shall indemnify the District for any and all percentage of fault attributable to Contractor for claims against the District, regardless whether the District is adjudged to be more or less than 50% at fault.

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, attorneys’ fees, paralegal fees, and expert witness fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings), any interest, expenses, damages, penalties, fines, or judgments against the District.

SECTION 7. LIMITATIONS ON GOVERNMENTAL LIABILITY. Nothing in this Agreement shall be deemed as a waiver of the District’s sovereign immunity or the District’s limits of liability as set forth 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 such limitations of liability or by operation of law.

SECTION 8.	COMPLIANCE WITH GOVERNMENTAL REGULATION. The Contractor shall
keep, observe, and perform all requirements of applicable local, State, and Federal laws, rules, regulations, or ordinances. If the Contractor fails to notify the District in writing within five (5) days of the receipt of any notice, order, required to comply notice, or a report of a violation or an alleged violation, made by any local, State, or Federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Agreement or any action of the Contractor or any of its agents, servants, employees, or materialmen, or with respect to terms, wages, hours, conditions of employment, safety appliances, or any other requirements applicable to provision of services, or fails to comply with any requirement of such agency within five (5) days after receipt of any such notice, order, request to comply notice, or report of a violation or an alleged violation, the District may terminate this Agreement, such termination to be effective upon the giving of notice of termination.

SECTION 9.     LIENS AND CLAIMS. The Contractor shall promptly and properly pay for all labor employed, materials purchased, and equipment hired by it to perform under this Agreement. The Contractor shall keep the District’s property free from any materialmen’s or mechanic’s liens and claims or notices in respect to such liens and claims, which arise by reason of the Contractor’s performance under this Agreement, and the Contractor shall immediately discharge any such claim or lien. In the event that the Contractor does not pay or satisfy such claim or lien within three (3) business days after the filing of notice thereof, the District, in addition to any and all other remedies available under this Agreement, may terminate this Agreement to be effective immediately upon the giving of notice of termination.

SECTION 10.	DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A
default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this

Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

SECTION 11. CUSTOM AND USAGE. It is hereby agreed, any law, custom, or usage to the contrary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the terms of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing; and further, that the failure of the District at any time or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner contrary to the specific conditions and agreements of this Agreement, or as having in any way modified or waived the same.

SECTION 12. SUCCESSORS. This Agreement shall inure to the benefit of and be binding upon the heirs, executors, administrators, successors, and assigns of the Parties to this Agreement, except as expressly limited in this Agreement.

SECTION 13. TERMINATION. The District agrees that the Contractor may terminate this Agreement with cause by providing thirty (30) days’ written notice of termination to the District stating a failure of the District to perform according to the terms of this Agreement; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days’ written notice of termination without cause. Upon any termination of this Agreement, the Contractor shall be entitled to payment for all work and/or services rendered up until the effective termination of this Agreement, subject to whatever claims or off-sets the District may have against the Contractor.

SECTION 14. PERMITS AND LICENSES. All permits and licenses required by any governmental agency directly for the District shall be obtained and paid for by the District. All other permits or licenses necessary for the Contractor to perform under this Agreement shall be obtained and paid for by the Contractor.

SECTION 15. ASSIGNMENT. Neither the District nor the Contractor may assign this Agreement without the prior written approval of the other. Any purported assignment without such approval shall be void.

SECTION 16. INDEPENDENT CONTRACTOR STATUS. In all matters relating to this Agreement, the Contractor shall be acting as an independent contractor. Neither the Contractor nor employees of the Contractor, if there are any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. The Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of the Contractor, if there are any, in the performance of this Agreement. The Contractor shall not have any authority to assume or create any obligation, express or implied, on behalf of the District and the Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

SECTION 17. HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Agreement are for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Agreement.

SECTION 18. ENFORCEMENT OF AGREEMENT. In the event that either the District or the Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys' fees and costs for trial, alternative dispute resolution, or appellate proceedings.

SECTION 19. AGREEMENT. This instrument shall constitute the final and complete expression of this Agreement between the Parties relating to the subject matter of this Agreement.

SECTION 20. AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both Parties.

SECTION 21. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the Parties, the Parties have complied with all the requirements of law, and the Parties have full power and authority to comply with the terms and provisions of this Agreement.

SECTION 22. NOTICES. All notices, requests, consents and other communications under this Agreement (“Notice” or "Notices") shall be in writing and shall be hand delivered, mailed by First Class Mail, postage prepaid, or sent by overnight delivery service, to the Parties, as follows:

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

With a copy to:	Hopping Green & Sams, P.A.
119 S. Monroe Street, Suite 300
Tallahassee, Florida 32301 Attn: District Counsel

If to the Contractor:	Westcoast Electric Services, Inc.
2745 Commerce Parkway North Port, Florida 34289
Attn:  	

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days.

Counsel for the District and counsel for the Contractor may deliver Notices 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 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 in this Agreement.

SECTION 23. THIRD PARTY BENEFICIARIES. This Agreement is solely for the benefit of the Parties hereto and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the Parties hereto any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the Parties hereto and their respective representatives, successors, and assigns.

SECTION 24. CONTROLLING LAW AND VENUE. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. All actions and disputes shall be brought in the proper court and venue, which shall be Manatee County, Florida.

SECTION 25. COMPLIANCE WITH PUBLIC RECORDS LAWS. Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is 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, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 407-723-5900,

GAARLANDTJ@PFM.COM, OR 12051 CORPORATE BLVD., ORLANDO, FLORIDA 32817.
SECTION 26. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.

SECTION 27. ARM’S LENGTH TRANSACTION. This Agreement has been negotiated fully between the Parties as an arm's length transaction. The Parties participated fully in the preparation of this Agreement with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, the Parties are each deemed to have drafted, chosen, and selected the language, and any doubtful language will not be interpreted or construed against any party.

SECTION 28. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and the same instrument. Additionally, the Parties acknowledge and agree that the Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. Without limitation, “electronic signature” shall include faxed versions of an original signature, electronically scanned and transmitted versions (e.g. via PDF) of an original signature, or signatures created in a digital format.

SECTION 29. E-VERIFY. The Contractor shall comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, beginning January 1, 2021, to the extent required by Florida Statute, Contractor shall register with and use the United States Department of Homeland Security’s E-Verify system to verify the work authorization status of all newly hired employees. The District may terminate this Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes.

If the Contractor anticipates entering into agreements with a subcontractor for the Work, Contractor will not enter into the subcontractor agreement without first receiving an affidavit from the subcontractor regarding compliance with Section 448.095, Florida Statutes, and stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. Contractor shall maintain a copy of such affidavit for the duration of the agreement and provide a copy to the District upon request.

In the event that the District has a good faith belief that a subcontractor has knowingly violated Section 448.095, Florida Statutes, but the Contractor has otherwise complied with its obligations hereunder, the District shall promptly notify the Contractor. The Contractor agrees to immediately terminate the agreement with the subcontractor upon notice from the District. Further, absent such notification from the District, the Contractor or any subcontractor who has a good faith belief that a person or entity with which it is contracting has knowingly violated s. 448.09(1), Florida Statutes, shall promptly terminate its agreement with such person or entity.

By entering into this Agreement, the Contractor represents that no public employer has

terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.

[CONTINUED ON FOLLOWING PAGE]

IN WITNESS WHEREOF, the parties hereto have signed this Agreement on the day and year first written above.

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Chairperson, Board of Supervisors

WESTCOAST ELECTRIC SERVICES, INC.

By: 	
Its: 	

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LAKEWOOD RANCH STEWARDSHIP DISTRICT

Draw Requests

(provided under separate cover)

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Compilation Report

Lakewood Ranch Stewardship District
Statement of Financial Position As of 2/28/2021

Current Month	Prior Month	Variance

Current Assets	Assets		
Cash-Operating Account		$2,959,483.68		$3,345,873.44		($386,389.76)	
Utilities Deposits		700.00		700.00		0.00	
Prepaid Expense		2,712.51		2,150.01		562.50	
Reserve Account		152,584.23		152,582.93		1.30	
Total Current Assets		$3,115,480.42		$3,501,306.38		($385,825.96)	
Total Assets		$3,115,480.42		$3,501,306.38		($385,825.96)	

Liabilities and Net Assets					
Current Liabilities
Accounts Payable	
$0.00		
$72,158.91		
($72,158.91)	
Due to Debt Service Funds	5,007.32		16,781.99		(11,774.67)	
Total Current Liabilities	$5,007.32		$88,940.90		($83,933.58)	
Total Liabilities	$5,007.32		$88,940.90		($83,933.58)	

Net Assets

Retained Earnings - Prior Year	$17,780.36		$17,781.35		($0.99)	
Surplus (Deficit) for the Period	3,092,692.74		3,394,584.13		(301,891.39)	
Total Net Assets	$3,110,473.10		$3,412,365.48		($301,892.38)	
						
Total Liabilities and Net Assets	$3,115,480.42		$3,501,306.38		($385,825.96)	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis For the Month Ended February 28, 2021

Fiscal Year 2021 Budget

SOURCES OF FUNDS	Current Actual	Current Budget	Current Variance	YTD
Actual	YTD
Budget	YTD
Variance	
$962,817 Assessments - NE	$109,920		$80,235		$29,685		$990,750		$401,174		$589,576	
1,904,463 Assessments - NW	91,970		158,705		-66,736		1,878,419		793,526		1,084,893	
1,683,688 Assessments - SE	74,766		140,307		-65,541		1,620,586		701,537		919,050	
462,112 Assessments - SRQ	2,968		38,509		-35,541		494,536		192,547		301,989	
3,060,985 Landowner Contributions	0		255,082		-255,082		689,865		1,275,410		-585,546	
1,000 Other Revenue	501		83		418		1,890		417		1,474	
$8,075,064 Total	$280,125		$672,922		-$392,797		$5,676,046		$3,364,610		$2,311,436	

USES OF FUNDS GENERAL AND ADMINISTRATIVE	
$8,000 Insurance	$0		$667		-$667		$7,500		$3,333		$4,167	
15,000 Meeting Advertising	131		1,250		-1,119		425		6,250		-5,825	
80,000 Engineering	0		6,667		-6,667		11,293		33,333		-22,040	
23,000 Bond Agent Fees	0		1,917		-1,917		0		9,583		-9,583	
100,000 Legal Fees	4,309		8,333		-4,025		4,309		41,667		-37,358	
115,000 Accounting	9,100		9,583		-483		30,150		47,917		-17,767	
253,500 Lien Book and Tax Roll	0		21,125		-21,125		182,375		105,625		76,750	
20,000 Annual Audit	0		1,667		-1,667		10,000		8,333		1,667	
118,250 Trustee	1,688		9,854		-8,167		39,970		49,271		-9,301	
105,000 Manager	15,000		8,750		6,250		45,093		43,750		1,343	
1,500 Postage	121		125		-4		178		625		-447	
1,500 Office Supplies	158		125		33		498		625		-127	
3,810 Other Current Charges	125		318		-193		537		1,588		-1,051	
22,000 Dues, Licenses & Subscriptions	425		1,833		-1,408		875		9,167		-8,292	
$866,560 Total	$31,057		$72,213		-$41,157		$371,328		$361,067		$10,261	

RESERVES
$152,578 Reserves	

$0		

$12,715		

-$12,715		

$0		

$63,574		

-$63,574	
$152,578 Total	$0		$12,715		-$12,715		$0		$63,574		-$63,574	

MAINTENANCE												
$300,000 Maintenance Management Fee	$25,000		$25,000		$0		$100,000		$125,000		-$25,000	
447,400 General & Park Maintenance	35,200		37,283		-2,084		237,244		186,417		50,828	
178,575 Community Service admin Fee	0		14,881		-14,881		0		74,406		-74,406	
3,000,332 Contracted Landscape & Irrigation	357,835		250,028		107,807		1,003,738		1,250,138		-246,400	
1,414,000 Non-Contracted Landscape & Irrigation	20,797		117,833		-97,036		460,766		589,167		-128,400	
1,066,846 Irrigation for Master Landscaping	38,526		88,904		-50,378		151,439		444,519		-293,081	
356,000 Environmental	44,802		29,667		15,135		151,300		148,333		2,967	
55,273 Utilities	7,469		4,606		2,863		32,423		23,030		9,393	
237,500 Other Maintenance	21,331		19,792		1,540		75,116		98,958		-23,842	
$7,055,926 Total	$550,959		$587,994		-$37,035		$2,212,027		$2,939,969		-$727,942	
												
$8,075,064 Total Uses of Funds	$582,015		$672,922		-$90,907		$2,583,355		$3,364,610		-$781,255	

$0 Surplus (Deficit) for the Period	-$301,890		$0		-$301,890		$3,092,691		$0		$3,092,691	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Northeast Sector
For the Month Ended February 28, 2021

Fiscal Year
2021 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$24,744 Post Blvd & SR70 Intersection	$4,124		$2,062		$2,062		$10,310		$10,310		$0	
6,000 59th Ave-Lorraine to Post Blvd	1,000		500		500		2,500		2,500		0	
5,830 NE SR70 & Lorraine Rd Intersec	0		486		-486		0		2,429		-2,429	
140,838 Uihlein Road	23,473		11,737		11,737		58,683		58,683		1	
8,000 Lakebank and Swale Mowing	0		667		-667		777		3,333		-2,556	
94,000 Lorraine Corners	7,820		7,833		-13		42,620		39,167		3,454	
10,000 Future Roads	0		833		-833		15,463		4,167		11,296	
140,000 44th Ave from Lorraine to Bour	23,921		11,667		12,254		48,715		58,333		-9,618	
40,000 Post Blvd. from 59th Ave to Ra	4,432		3,333		1,099		11,080		16,667		-5,587	
70,910 Uihlein Rd.; 44th Ave. to SR64	0		5,909		-5,909		0		29,546		-29,546	
120,000 Rangeland Pkwy.; Uihlein Rd. t	7,109		10,000		-2,891		17,773		50,000		-32,227	
127,379 Bourneside Blvd.; SR70 to SR64	10,000		10,615		-615		20,000		53,075		-33,075	
84,000 Rangeland Pkwy.; Lorraine Rd.	13,498		7,000		6,498		33,745		35,000		-1,255	
$871,701 Total	$95,378		$72,642		$22,736		$261,667		$363,209		-$101,542	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$46,000 Irrigation Repairs - NE	$4,058		$3,833		$224		$14,695		$19,167		-$4,472	
60,000 Plant Replacement - NE	0		5,000		-5,000		15,849		25,000		-9,151	
80,000 Mulching - NE	0		6,667		-6,667		28,945		33,333		-4,388	
48,000 Tree Trimming	0		4,000		-4,000		11,267		20,000		-8,733	
60,000 Other Landscape Maintenance	810		5,000		-4,190		7,092		25,000		-17,908	
$294,000 Total	$4,868		$24,500		-$19,632		$77,848		$122,500		-$44,652	
IRRIGATION FOR MASTER LANDSCAPING												

$8,868 Irrigation - Mthly - Meter Charge	
$747		
$739		
$8		
$2,988		
$3,695		
-$707	
200,000 Irrgiation - Utilization - NE	5,577		16,667		-11,090		24,633		83,333		-58,701	
$208,868 Total	$6,324		$17,406		-$11,082		$27,621		$87,028		-$59,408	
ENVIRONMENTAL
$30,000 Lake maint. - lakes outside comm	
$3,334		
$2,500		
$834		
$8,521		
$12,500		
-$3,979	
22,000 Conservation areas - NE	0		1,833		-1,833		9,810		9,167		643	
$52,000 Total	$3,334		$4,333		-$1,000		$18,331		$21,667		-$3,336	
UTILITIES
$100 Manatee County Utilities	
$0		
$8		
-$8		
$0		
$42		
-$42	
1,273 Peace River Utilities	1,914		106		1,808		10,024		530		9,494	
$1,373 Total	$1,914		$114		$1,800		$10,024		$572		$9,452	
OTHER MAINTENANCE
$12,000 Drainage Maintenance - Ne	
$0		
$1,000		
-$1,000		
$7,005		
$5,000		
$2,005	
2,000 Sanitary Cleanup - NE	0		167		-167		0		833		-833	
12,000 Hardscape - NE	520		1,000		-480		520		5,000		-4,480	
1,200 Miscelllaneous Maintenance - NE	0		100		-100		0		500		-500	
$27,200 Total	$6,204		$2,267		$3,937		$18,366		$11,333		$7,033	
												
$1,455,142 TOTAL NE SECTOR	$118,021		$121,262		-$3,241		$413,856		$606,309		-$192,453	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Northwest Sector
For the Month Ended February 28, 2021

Fiscal Year
2021 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$82,000 WhiteEagle - SR70 to Rangeland	-$13,479		$6,833		-$20,313		$0		$34,167		-$34,167	
39,102 Rangeland- LWRBlvd to WhiteEag	-10,851		3,258		-14,109		0		16,292		-16,292	
34,000 Kent Lake & Lake Bank Maint	3,082		2,833		249		12,328		14,167		-1,839	
48,877 44th- LWR Blvd To WhiteEagle	-8,558		4,073		-12,632		1		20,366		-20,365	
17,251 Malachite - LWR Blvd to White	-4,659		1,438		-6,097		0		7,188		-7,188	
34,000 Lake Bank mowing	3,294		2,833		461		13,176		14,167		-991	
14,000 Rangeland-WhiteEagle to Esplan	-5,736		1,167		-6,903		0		5,833		-5,833	
27,601 SR70 & LWR BLVD entrance	-6,230		2,300		-8,530		0		11,501		-11,500	
50,602 LWR Blvd.; Malachite to SR64	-11,075		4,217		-15,292		0		21,084		-21,084	
22,000 White Eagle/Malachite to 44th	-5,841		1,833		-7,674		0		9,167		-9,167	
100,000 White Eagle/44th to Gatewood	-22,915		8,333		-31,248		0		41,667		-41,667	
12,000 White Eagle/Gatewood to SR64	-2,697		1,000		-3,697		-1		5,000		-5,001	
6,000 Silver Palm Blvd	-866		500		-1,366		0		2,500		-2,500	
30,798 Wood Fern Trail	-7,456		2,567		-10,022		-1		12,833		-12,833	
27,889 Gatewood Drive	-5,852		2,324		-8,176		0		11,620		-11,620	
24,000 44th Ave/White Eagle to Indigo	-8,226		2,000		-10,226		0		10,000		-10,000	
12,000 44th Ave from Indigo to Lorr	-2,890		1,000		-3,890		0		5,000		-5,000	
17,251 Silver Falls	-7,749		1,438		-9,186		0		7,188		-7,187	
46,002 117th Street	-7,917		3,834		-11,750		0		19,168		-19,167	
14,000 Rangeland Pkwy. from Esplanade	-6,473		1,167		-7,639		0		5,833		-5,833	
$659,374 Total	$96,068		$54,948		$41,120		$267,611		$274,739		-$7,128	

NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$80,000 Irrigation Repairs - NW	$1,749		$6,667		-$4,917		$14,606		$33,333		-$18,727	
80,000 Plant Replacement - NW	1,898		6,667		-4,769		21,502		33,333		-11,831	
100,000 Mulching - NW	0		8,333		-8,333		86,632		41,667		44,965	
80,000 Tree Trimming	0		6,667		-6,667		28,101		33,333		-5,232	
145,000 Other Landscape Maintenance	0		12,083		-12,083		3,904		60,417		-56,513	
$485,000 Total	$3,647		$40,417		-$36,769		$154,745		$202,083		-$47,338	
IRRIGATION FOR MASTER LANDSCAPING												

$8,610 Irrigation - Mthly - Meter Charge	
$747		
$718		
$30		
$2,988		
$3,588		
-$600	
310,000 Irrgiation - Utilization - NW	12,277		25,833		-13,556		54,228		129,167		-74,939	
$318,610 Total	$13,024		$26,551		-$13,527		$57,216		$132,754		-$75,538	
ENVIRONMENTAL
$32,000 Lake maint. - lakes outside comm	
$14,268		
$2,667		
$11,602		
$23,844		
$13,333		
$10,511	
120,000 Conservation areas - NW	7,525		10,000		-2,475		30,350		50,000		-19,650	
$152,000 Total	$21,793		$12,667		$9,127		$54,194		$63,333		-$9,139	
UTILITIES
$900 FPL - NW	
$47		
$75		
-$28		
$271		
$375		
-$104	
24,000 Peace River Utilities	1,674		2,000		-326		7,964		10,000		-2,036	
$24,900 Total	$1,721		$2,075		-$354		$8,235		$10,375		-$2,140	
OTHER MAINTENANCE
$24,000 Drainage Maintenance - NW	
$1,167		
$2,000		
-$833		
$4,668		
$10,000		
-$5,332	
1,000 Sanitary Cleanup - NW	0		83		-83		0		417		-417	
50,000 Hardscape - NW	1,901		4,167		-2,265		2,160		20,833		-18,673	
12,000 Signs - NW	972		1,000		-28		16,568		5,000		11,568	
1,200 MiscelllaNWous Maintenance - NW	0		100		-100		0		500		-500	
$88,200 Total	$4,040		$7,350		-$3,310		$23,396		$36,750		-$13,354	
												
$1,728,084 TOTAL NW SECTOR	$140,293		$144,007		-$3,713		$565,398		$720,035		-$154,637	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Sarasota Sector
For the Month Ended February 28, 2021

Fiscal Year
2020 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$160,000 Deer Drive	$22,559		$13,333		$9,225		$56,397		$66,667		-$10,270	
172,000 Lorraine Road; University Pkwy	28,085		14,333		13,751		70,212		71,667		-1,455	
120,000 LWR Blvd; Comm Blvd to Deer Dr	19,754		10,000		9,754		49,385		50,000		-615	
41,200 Lorraine Rd;South Boundary	13,172		3,433		9,739		35,437		17,167		18,271	
16,000 Grand Living Roadways	2,507		1,333		1,174		3,761		6,667		-2,906	
200,000 Future Roads	1,260		16,667		-15,407		3,150		83,333		-80,184	
$709,200 Total	$87,336		$59,100		$28,236		$218,341		$295,500		-$77,159	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$40,000 Irrigation Repairs - SRQ	$1,560		$3,333		-$1,773		$4,223		$16,667		-$12,444	
80,000 Plant Replacement - SRQ	3,200		6,667		-3,467		39,525		33,333		6,192	
60,000 Mulching - SRQ	0		5,000		-5,000		31,235		25,000		6,235	
40,000 Tree Trimming	0		3,333		-3,333		6,099		16,667		-10,568	
80,000 Other Landscape Maintenance	3,342		6,667		-3,325		28,592		33,333		-4,741	
$300,000 Total	$8,102		$25,000		-$16,898		$109,674		$125,000		-$15,326	
IRRIGATION FOR MASTER LANDSCAPING												

$8,868 Irrigation - Mthly - Meter Charge	
$747		
$739		
$8		
$2,988		
$3,695		
-$707	
200,000 Irrgiation - Utilization - SRQ	4,220		16,667		-12,447		18,638		83,333		-64,696	
$208,868 Total	$4,967		$17,406		-$12,439		$21,626		$87,028		-$65,403	
ENVIRONMENTAL
$12,000 Lake maint. - lakes outside comm	
$1,100		
$1,000		
$100		
$25,050		
$5,000		
$20,050	
40,000 Conservation areas - SRQ	2,500		3,333		-833		4,350		16,667		-12,317	
$52,000 Total	$3,600		$4,333		-$733		$29,400		$21,667		$7,733	
UTILITIES
$28,000 FPL - SRQ	
$3,731		
$2,333		
$1,398		
$13,753		
$11,667		
$2,086	
$28,000 Total	$3,731		$2,333		$1,398		$13,753		$11,667		$2,086	
OTHER MAINTENANCE
$20,000 Drainage Maintenance - SRQ	
$0		
$1,667		
-$1,667		
$7,125		
$8,333		
-$1,208	
2,000 Sanitary Cleanup - SRQ	0		167		-167		0		833		-833	
30,000 Hardscape - SRQ	6,534		2,500		4,034		6,898		12,500		-5,602	
2,000 MiscelllaSRQous Maintenance - SRQ	0		167		-167		3,281		833		2,448	
$54,000 Total	$6,534		$4,500		$2,034		$17,304		$22,500		-$5,196	
												
$1,352,068 TOTAL SRQ SECTOR	$114,270		$112,672		$1,598		$410,097		$563,362		-$153,265	

Lakewood Ranch Stewardship District
Statements of Revenues, Expenditures and Fund Balances - Modified Cash Basis
Southeast Sector
For the Month Ended February 28, 2021

Fiscal Year
2021 Budget	Current
Actual	Current
Budget	Current
Variance	YTD
Actual	YTD
Budget	YTD
Variance	

MASTER LANDSCAPING & IRRIGATION REPAIRS CONTRACTS	
$111,144 U Pkwy/Lorraine to Concession	$10,043		$9,262		$781		$75,285		$46,310		$28,975	
214,200 The Masters Ave. Extension	31,808		17,850		13,958		79,520		89,250		-9,730	
112,405 Lorraine Rd.- East Side	10,530		9,367		1,163		26,325		46,835		-20,510	
20,173 CDD allocation/UP & Lorraine	0		1,681		-1,681		21,241		8,405		12,836	
108,000 Bournside Blvd Masters to SR70	8,570		9,000		-430		21,441		45,000		-23,559	
12,600 Covenant Way	0		1,050		-1,050		0		5,250		-5,250	
114,036 Masters Ave from Players Dr	18,102		9,503		8,599		45,255		47,515		-2,260	
67,500 Bourneside Blvd from Masters	0		5,625		-5,625		0		28,125		-28,125	
$760,058 Total	$79,053		$63,338		$15,714		$269,066		$316,691		-$47,624	
NON CONTRACTED LANDSCAPING & IRRIGATION REPAIRS	
$65,000 Irrigation Repairs - SE	$292		$5,417		-$5,124		$8,466		$27,083		-$18,617	
100,000 Plant Replacement - SE	0		8,333		-8,333		25,905		41,667		-15,762	
80,000 Mulching - SE	0		6,667		-6,667		66,978		33,333		33,645	
30,000 Tree Trimming	3,488		2,500		988		8,143		12,500		-4,358	
60,000 Other Landscape Maintenance	400		5,000		-4,600		9,010		25,000		-15,990	
$335,000 Total	$4,180		$27,917		-$23,737		$118,502		$139,583		-$21,081	
IRRIGATION FOR MASTER LANDSCAPING												

$10,500 Irrigation - Mthly - Meter Charge	
$747		
$875		
-$128		
$2,988		
$4,375		
-$1,387	
320,000 Irrgiation - Utilization - SE	13,464		26,667		-13,202		41,988		133,333		-91,345	
$330,500 Total	$14,211		$27,542		-$13,330		$44,976		$137,708		-$92,732	
ENVIRONMENTAL
$20,000 Lake maint. - lakes outside comm	
$1,150		
$1,667		
-$517		
$4,600		
$8,333		
-$3,733	
80,000 Conservation areas - SE	14,925		6,667		8,258		44,775		33,333		11,442	
$100,000 Total	$16,075		$8,333		$7,742		$49,375		$41,667		$7,708	
UTILITIES
$1,000 FPL - SE	
$102		
$83		
$19		
$410		
$417		
-$6	
$1,000 Total	$102		$83		$19		$410		$417		-$6	
OTHER MAINTENANCE
$2,000 Roads and sidewalks - SE	
$0		
$167		
-$167		
$0		
$833		
-$833	
20,000 Drainage Maintenance - SE	850		1,667		-817		3,400		8,333		-4,933	
2,500 Sanitary Cleanup - SE	175		208		-33		875		1,042		-167	
30,000 Hardscape - SE	0		2,500		-2,500		3,900		12,500		-8,600	
12,000 Signs	3,529		1,000		2,529		3,529		5,000		-1,471	
1,200 Miscelllaneous Maintenance - SE	0		100		-100		1,385		500		885	
400 Telephone-Irrigatiion, Sewer- SE	0		33		-33		0		167		-167	
$68,100 Total	$4,554		$5,675		-$1,121		$14,489		$28,375		-$13,886	
												
$1,594,658 TOTAL SE SECTOR	$118,175		$132,888		-$14,713		$496,819		$664,441		-$167,622	

LAKEWOOD RANCH STEWARDSHIP DISTRICT

Engineer’s Report

Change Order
No.	10	

Date of Issuance:      	March 22, 2021		Effective Date:	  April 2, 2021		
Project: Waterside Place Boulevard and Waterside Place Park Earthwork	Owner: Lakewood Ranch Stewardship District	Owner's Contract No.:	
Contract: $981,633.29			Date of Contract: November 6, 2018	
Contractor: Woodruff & Sons, Inc.		Engineer's Project No.: 215614294	
			Contractor’s Project No.: 2703	
The Contract Documents are modified as follows upon execution of this Change Order:	
Description:				
Install Volleyball Courts; Feb. extras: build berms south & west lake bank on island & volleyball court sleeves	
and replace rip rap rock; Tree permit fees	
Attachments: (List documents supporting change):	
Woodruff & Sons, Inc – P007 dated 3/12/21; P008 dated 3/15/21; and P009 dated 3/19/21.	
Job/Work Order No. 2703.	

 	CHANGE IN CONTRACT PRICE:		 	CHANGE IN CONTRACT TIMES:		
Original Contract Price:

$ 981,633.29	

[Increase] [Decrease] from previously approved Change Orders No.	1	to No.	9	:

$ 1,224,372.96	

Contract Price prior to this Change Order:

$ 2,206,006.25	

[Increase] [Decrease] of this Change Order:

$ 301,570.87	

Contract Price incorporating this Change Order:	Original Contract Times:	 Working days	 Calendar days	
	Substantial completion (days or date):      270 Days		
	Ready for final payment (days or date): 300 Days		
	[Increase] [Decrease] from previously approved Change Orders
No.	1	to No.	9	:	
	Substantial completion (days):  		
	Ready for final payment (days):  		
	
Contract Times prior to this Change Order:		
	Substantial completion (days or date):      270 Days		
	Ready for final payment (days or date): 300 Days		
	
[Increase] [Decrease] of this Change Order:		
	Substantial completion (days or date):	0		
	Ready for final payment (days or date):	0		
	
Contract Times with all approved Change Orders:	
Substantial completion (days or date):	270 Days 8/13/19		
$ 2,507,577.12		Ready for final payment (days or date):     300 Days 9/12/19		

RECOMMENDED:	ACCEPTED:	ACCEPTED:	
By:  		By:  		By:  		
Engineer (Authorized Signature)	Owner (Authorized Signature)	Contractor (Authorized Signature)	
Date:  		Date:  		Date:  		

Approved by Funding Agency (if applicable):    			
Date:	
V:\2156\active\215614294\civil\construction_phase_documents\Woodruff & Sons\change_orders\received\con_waterside-blvd-park_co-10_301570-90_volleyball-crts_feb-extras_tree-prmts_woodruff_ejcdc-c-941_kaw_20210322.docx

EJCDC No. C-941 (2002 Edition)	Page 1 of 1
Prepared by the Engineers' Joint Contract Documents Committee and endorsed by the Associated General Contractors of America and the Construction Specifications Institute.

\64V50o. 3o1 idt Srtrueefft Ea&st, BrSadoenntosn., FILn34c20.3 (phys_icel)

Domcw. USE ONLy.=2703 	

:.:;

P.O. ijox 10127, Braderiton. FL 34282-0127 (mailing)
Tel# 941.756.1871 - Fax# 941.755.1379
www.woodrl.¾9'andsom.com

□ Job No:
LogD.ate:
0 Invoice No:

.:..;

D ControlNo:

-P00-7  ---

D Change Order No:  	

To:	Lakewood Ranch Stewardship District
Address:	14400 Covenant Way
Bradenton, FL 34202 UNITED STATES
Project Name:	Waterside Park Phase # 1 Volleyball Courts
Project Location:	Lakewood Ranch, Lakewood Ranch, FL

Contact:	Roger Aman
Phone:	(941) 757-1566
Fax:
Bid Number:
Bid Date:	3/12/2021

Thank you for the opportunity to quote.		
Item Description	Estimated Quantity Unit	Unit Price	Total Price	
Shape & Grade Subgrade	1,500.00 CY	$12.20	$18,300.00	
F&I Volleyball Net Poles	12.00 EACH	$3,133.06	$37,596.72	
12" Underdrain	2,000.00 LF	$20.74	$41,480.00	
F&I Volleyball Sand	3,700.00 TON	$47.37	$175,269.00	

Notes:

Total Bid Price:	Gii2,645�'

All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard practices.
Any alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra charge over and above the proposal.
Volleyball court sand will be billed based on the actual quantity installed. Quantity within proposal is approximate and not guaranteed.
Any item not specifically listed in this proposal is not included.
This quotation excludes: rock removal, debris removal, & unsuitable soils.
This quotation is based on the approval of submittal #18 for the volleyball court sand. If different sand is to be used then detailed of submittal #18 price may change.
The items within this proposal are presented as the entire project, whereby an individual line item may not be removed or eliminated without prior approval.
Woodruff & Sons, Inc. will not be responsible for identifying or handling any hazardous or contaminated material that may be encountered.
Prices may be withdrawn by Woodruff & Sons, Inc. if not accepted within 45 days of receivinq this proposal.
Payment Terms:
Payment due within 30 days of date of invoice, regardless of when payment is made by Owner.

ACCEPTED:
The above prices, specifications and conditions are satisfactory and are hereby accepted.
Buyer:  	

CONFIRMED:
Woodruff & Sons, Inc. • Proposal

_

Signature: _

_

 		Authorized Signature:		_    	
 		Estimator:

3/12/2021 12:42:14 PM	Page 1 of 1

Woodruff & Sons, Inc.
6450 - 31st Street East. Bradenton Florida 34203 (physical)

t} r o p o s a l

0 Job No:

OFFICLAL USE ONLY

P.O. Box 10127, Bradenton Florida 34282-0127 (mailing)

0 Control No:

-"'2-'-70=3

To: Address:

Tel # 941.756.1871 ~ Fax # 941.755.1379
www.woodrujfandsons.com
Lakewood Ranch Stewardship Distict	Contact:
14400 Covenant Way	Tel No:
Bradenton, FL 34202	Email:

D  Log Date:	-P0-08 -----

0

Invoice No:
0 Change Order
Roger Aman (94 1) 757-1566
roger.aman@lakewoodranch.com

Project Name:	Waterside Place Blvd & Waterside Place Park Earthwork	Bid No: Project Location:		Bid Date:
Item #		Item Description:	Estimated Quantity	Unit This is a Change Order Request - Monthly Extras

2703

Unit Price	Total Price

February 2021  Extras [detail breakdown attached]  ---1-.00-    ls

$27,660.15 

-$--27,�660. 15 

Total Price for above Items:	$	2 660.15 
Total Bid Price:	27,660.15 Notes:	• Prices may be withdrawn, if not accepted within 45 days as of the date of this proposal.

All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard practices. Any alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra charge over and above this proposal.
Payment Terms:	Payment due within 30 days of date of invoice, regardless of when payment is made by Owner.
ACCEPTED:	CONFIRMED:

The above prices, specifications and conditions are satisfactory and hereby accepted. Buyer:

Woodruff & Sons, Inc.

Signature:

Printed Name:

 	_		Authorized Signature:

Donald P. Woodruff, President

Date ofAcceptance: __		_ _

__	Estimator:

Cole Pencosky (colep@woodruffandsons.com)

3/IS/202 1	2703-P00S - COR 2021.02 Extr•s

-

WOODRUFF & SONS, INC - WORKSHEET for EXTRAS
P.O. Box 101 27, Bradenton, Florida 34282-0127 ~ T# 941 . 756. 1 871 ~ F# 941 .755.1 379 ~ www.woodruffandsons.com
NAME	OF	JOB: Waterside Park	JOB/WORK ORDER NO:	2703
JOB	LOCATION: Off of Deer Drive	DATE:	Feb 28, 2021
NATURE OF JOB: Extras for the month of February 2021	W&S INVOICE NO:
BILL TO:	NR C#	Lakewood Ranch Stewardship District	ORDERED BY:
COMPANY: Lakewood Ranch Stewardship District	TAX LOCATION:	Manatee
ADDRESS:	TAX PERCENTAGE:	7.00%

1 .00	Is	F&I Volleyball Court Sleeves & Replace Rip Rap Rock	$8,414.59	$8,414.59	
1 .00	Is	Build Berms Along South & West Lake Bank On Island	$1 9,245. 56	$19,245.56	

DATE	I WORKMAN  ITICKET #I	QTY	I UNITS I	DESCRIPTION OF WORK	I	UNIT $	I EXTENSION $
02/05/21

...................................................................................................................................................................................................................................................................................................................S....U....B....T...O....T...A....L... ........... $27,660 ..15 ...
TAX %	-- --
TOTAL  /($27,660. 15 
�

2703 Monthly Extras (2021.2) Worksheet - Pgs 1 of 1

ACCEPTED:
The above prices, specifications and conditions are satisfactory and hereby accepted. Buyer:  	

Authorized Signature:

Permit No. 20-122312-DS

	
OFFICIAL USE ONLY	
 Job No:	 2703		
 Control No:	 P009		
 Log Date:		
 Invoice No:		
 Change Order		

To:	Lakewood Ranch Stewardship Distict
Address:	14400 Covenant Way
Bradenton, FL 34202	Contact:	Roger Aman	
	Tel No:	(941) 757-1566	
	Email:	roger.aman@lakewoodranch.com	
Project Name:	Waterside Place Blvd & Waterside Place Park Earthwork
Project Location:	Bid No:	2703
Bid Date:	

Item #	Item Description:	Estimated Quantity	Unit	Unit Price	Total Price

		This is a Change Order Request - Monthly Extras									
1.		Tree Permit fees [detailed breakdown attached]		1.00		ls		$1,265.00		$	1,265.00	

Total Price for above Items:		
$	1,265.00	
Total Bid Price:		$	1,265.00	

Notes:		Prices may be withdrawn, if not accepted within 45 days as of the date of this proposal.	
			
			
			
		All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard	
		practices. Any alteration or deviation from above specifications involving extra costs will be executed only upon written	
		orders, and will become an extra charge over and above this proposal.	

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

CONFIRMED:	
Woodruff & Sons, Inc.	

Signature:  		
Printed Name:	
Date of Acceptance:  		

	Donald P. Woodruff, President	
Estimator:	Cole Pencosky (colep@woodruffandsons.com)	

3/19/2021	2703-P009 - Tree Permit	Page 1 of 1

sarasota COU nty Environmenta I PrateCrIO n D"rv·rsr·on

For staff use only

SarasotaCoun!Y

� I ,	ENVIRONMENTAL PERMITTING	0	-	- RT

Sarasota County Code, Chapter 54, Article XVIII

(Check all that apply)

TYPE OF PERMIT:	TREE PERMIT APPLICATION

Fee $

Date received

D 1 & 2 Family/septic
D Non-Bldg. Permit related

D 1 & 2 Family/central	Iii Commercial	D Utility or road r/w Multi-residential	D Lake/Retention	Iii No Trees on Site

□

□ Canopy Road	D Amend Permit No.	(see Section 8,3)
A SITE PLAN WITH A TREE SU RVEY PRINTED ON IT IS REQUIRED AT THE TIME OF SUBMITTAL OF THIS APPLICATION. THE SITE PLAN SHALL INCLUDE THE ITEMS LISTED ON PAGE 2, SECTION 8.

APPLICANT INFORMATION: Name /Company WOODRUFF & SONS, INC.

Mailing address PO Box 1 01 27, Bradenton	State, Zip Code FL, 34282

Telephone {home)

Ema.11  address colep@woodruffandsons.com

Contact Name Cole Pencosky	Phone (941) 756-1 871 
PROJECT SITE INFORMATION: □ Ready for barricade inspection □ Will Call  when  ready
Property Identification Number (s) 0 1 930 1 0001
Address 7301 ISLAND COVE TERRACE SARASOTA, FL
Subdivision
Lot	Block	Unit	Phase Impacted Area in square feet 457,380
(All proposed and existing improvements including: buildings, fill area, driveways, roads, utilities, pools, septic/ drain field, lakes or other features.)
Project Name if Commercial WATE RS IDE PARK
D1"rect.1ons to property OFF DEER DRIVE EAST OF LAKEWOOD RANCH BLVD SOUTH OF UNIVERSITY PARKWAY OWNER (s) name LAKEWOOD RANCH STEWARDSHIP DISTRICT
Ifdifferent from applicant

Ma1Tmg address

1 4400 Covenant Way Lakewood Ranch

State, Zip Code FL 34202

Telephone {home)

Email address roger.aman@smrranch.com

State the number and common name of trees to be removed, trimmed and protected.
REMOVED/PRUNED:	I

PROTECTED:
Why are trees to be removed or pruned? Add explanation in separate sheet if necessary ( see Page 2, A. Criteria

Fonu lPSl2 - Revised  10/2/2020	Page I

INVOICE
Sarasota County
1001 Sarasota Center Blvd, Sarasota, Fl 34240 4000 S. Tamiami Tr., Venice FL 34293
INVOICE TO: DONALD P WOODRUFF		INVOICE NO.: 8425343 WOODRUFF & SONS INC.	INVOICE DATE: Mar 19, 2021
PERMIT #: 21 116531 000 00 RT
BRADENTON FL 34282 PROJECT LOCATION: Deer Dr PROJECT DESCRIPTION:

FEE DESCRIPTION	AMOUNT	
Tree Permit Fee	$200.00	
TOTAL:	$200.00	
PAYMENT RECEIVED:	$0.00	
BALANCE:	$200.00	

0000008425343

INVOICE
Sarasota County
1001 Sarasota Center Blvd, Sarasota, Fl 34240 4000 S. Tamiami Tr., Venice FL 34293
INVOICE TO: DONALD P WOODRUFF		INVOICE NO.: 8425344 WOODRUFF & SONS INC.	INVOICE DATE: Mar 19, 2021
PERMIT #: 21 116531 000 00 RT
BRADENTON FL 34282 PROJECT LOCATION: Deer Dr PROJECT DESCRIPTION:

FEE DESCRIPTION	AMOUNT	
Tree Permit Fee	$1,050.00	
TOTAL:	$1,050.00	
PAYMENT RECEIVED:	$0.00	
BALANCE:	$1,050.00	

0000008425344

INVOICE
Sarasota County
1001 Sarasota Center Blvd, Sarasota, Fl 34240 4000 S. Tamiami Tr., Venice FL 34293
INVOICE TO: DONALD P WOODRUFF		INVOICE NO.: 8421631 WOODRUFF & SONS INC.	INVOICE DATE: Mar 18, 2021
PERMIT #: 21 116531 000 00 RT
BRADENTON FL 34282 PROJECT LOCATION: Deer Dr PROJECT DESCRIPTION:

FEE DESCRIPTION	AMOUNT	
Records Management Fee	$15.00	
TOTAL:	$15.00	
PAYMENT RECEIVED:	$0.00	
BALANCE:	$15.00	

0000008421631

WORK AUTHORIZATION

April 9, 2021

Lakewood Ranch Stewardship District

Subject:	Work Authorization- UES Proposal 1110.0321.00117 Lakewood Ranch Stewardship District

Dear Chairman, Board of Supervisors:

Universal Engineering Sciences, Inc. (“Engineer”) is pleased to submit this work authorization (“Work Authorization”) to provide engineering services for the Lakewood Ranch Stewardship District (the “District”). We will provide these services pursuant to our current agreement dated April 1, 2016 (the “Agreement”) as follows:

Scope of Work
The District will engage the services of Engineer to perform concrete compressive strength for cylinders and structural steel visual inspection services for the Bourneside Blvd. South Phase II project as discussed in more detail in the attached Exhibit A, which is incorporated herein by this reference (the “Services”).

Fees
The District will compensate the Engineer for the completion of the Services in the approximate amount of Ten Thousand Dollars ($10,000.00) in accordance with the terms of the Agreement and the rates set forth in the attached Exhibit A. The District will reimburse Engineer for all direct costs which include items such as printing, drawings, travel, deliveries, et cetera, pursuant to the Agreement.

This Work Authorization, together with the Agreement, represents the entire understanding between the District and the Engineer with regard to the referenced Services. If you wish to accept this Work Authorization, please sign both copies where indicated, and return one complete copy to our office. Upon receipt, we will promptly schedule the Services.

Thank you for considering Universal Engineering Services, Inc. We look forward to working with
you.

APPROVED AND ACCEPTED

By:	 Authorized Representative of Lakewood Ranch Stewardship District	
Sincerely,
Universal Engineering Sciences, Inc.

By:  		

EXHIBIT A

J . Un lt  rates nra Bilsed on providing  le t $Cn- iocs during nornml work hour   ( weekday •  7:00    tn . ID :S :00 p,m, ,  for  rvicc:.s sc hedu l ed. bc)'ond m:mnal work hours, tlo l id,tys und weekends wil l be bil l ed L 1 .50 timo_s the applicable hourly Ull.
J   AJ [  houri)• service� require a  t tt inimum o flwa {2   hour cnll-out per trip,
·,   A11  schc.du.llng  111quc$ts  require  o.  .4  l10111r  ad wm;cd   1101:(ce.  Same  day   req 1.1es�.  � hen   able  L o  11ct:ommodate.  wi l l  be  11ssessed  an dd itio 11 I $75.00 servic:e ree.
<t,	In  e     nlwrsal  docs  not   have   control     ver   tile  cion t ructor's  coC1stnmtio 11  pm.cdces,  �  hedules,  or  i nclcimi:t11   weath-,r,   the     1:.tu111 quontities msy VL'lr)I  frca1 our C1Sthn11tc.'CI  quontlues.   Vou wtll on l y  be invoiced  fur services re,q uerted   nd  rendered.
Addit1on11 I  serv ices, consultations,    r meetings, wben  requested, w!ll bi::  invo  ccd    L  U tll\le-.am! 's stnmiard mti:  •
This.  fee  cstbnete  includes  11  POF     m  ll  co 1)Y  or the  da i ly  nnd   lnhorntory  reports.    Plc&se  be  sure  to  i nclude  the  approprialt  etnal1 
ilC\dress  oil  lhe  Work  AuU1odzatio11  form,  and  h10 l ucle an    additional  email  addn:sses o l'l the nttnched  D i sltlbution  Li st.   AdditioMl  hard copies can be provided  al  a  fll1l  1:1f S35 .0O per hour of Techn l c.ol    e�rtl my  time.     �011 compledan orthc: p ,rojc:  t,   , finaJ  book of r.ig11ed a.nd sell.led  npon  copi     will  be co rnprled and rmti l �d et th e c l iel'II  ·  request.
A  I 0% o,dmhrutmtiofl  fee will be added  to the i nvoi.::cii.

l:E

UN IVE RSAL 
ENGINE f:_RING  SCIENCES
Consullants In: Geotechnleal Engmeerln
EnVl1onrnenlal Sciences • Conslructron �atarlal TrsUng

REPORT DISTRIBUTION LIST

--�

Name:	Mtke Blackrick
Company:  Lakewood Ra nch Stewardship District Em ai I:	mike.blackrick@Jakewoodranch.oom

Name:	Gator Carter

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gator@frederickderrcompany.com

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