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Transcript of Untitled - Sun n' Lake Improvement District, FL
Sun ‘n Lake of Sebring Improvement District
Board of Supervisors Regular Meeting
Friday, September 23, 2016 at 9:00 A.M. Community Center – 3500 Edgewater Drive, Sebring, Florida 33872
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AGENDA
1. Call to order –President White
2. Pledge of Allegiance
3. Announcements:
a. Next regular meeting is scheduled for Friday, October 23, 2016 at 9:00 a.m. at the Community
Center, 3500 Edgewater Drive, Sebring, FL 33872.
b. Please silence or turn off your cell phones
4. CONSENT AGENDA
Minutes of the Regular Board of Supervisors meeting held Friday, September 9, 2016
5. ACTION AGENDA
a. Presentation-C.B. Goldsmith and Associates
b. Resolution No. 2016-09/23-42- A resolution of the Sun ‘n Lake of Sebring Improvement District to
establish and adopt the Final Budget for the Fiscal Year 2017 based on the estimate of revenues and
expenditures for the District’s General, Utility, Golf and Capital Project Funds; confirming the annual
Operation & Maintenance Assessment rates; providing for conflicts; providing for severability; and
providing an effective date
c. Resolution No. 2016-09/23-43- A resolution of the Sun ‘n Lake of Sebring Improvement District to
award RFP 16-07 for the Public Works Facility to E.O. Koch Construction Co. for $1,519,495 after the
removal of the net deductive items from the project specifications
d. Resolution No. 2016-09/23-43- A resolution of the Sun ‘n Lake of Sebring Improvement District to
award RFP 16-07 for the Public Works Facility to E.O. Koch Construction Co. for $1,611,193
e. Resolution No. 2016-09/23-44- A resolution of the Sun ‘n Lake of Sebring Improvement District to
approve the purchase of a new refrigerator for the Clubhouse kitchen from Douglas Equipment for
$14,951.13
f. Discussion- Policy Manual Updates
6. Add-on item
7. Petitions and Communications
8. Staff Reports
a. Security Report
b. Code Enforcement Report
9. General Counsel Report
a. Litigation Report
b. Foreclosure Report
10. General Manager’s Report
11. Unfinished Business
12. New Business
13. Committee Reports
Sun ‘n Lake of Sebring Improvement District
Board of Supervisors Regular Meeting
Friday, September 23, 2016 at 9:00 A.M. Community Center – 3500 Edgewater Drive, Sebring, Florida 33872
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14. Public comments-
will be limited to three minutes, however, another two minutes may be allowed. A maximum of five minutes is
allowed for public comments. Inquiries may be made during this time and responses will be forthcoming in written
form.
15. Discussion to/from Board
16. Adjournment
Tanya Cannady CPA, General Manager
Michael Hurley, Facilities & Public Safety Director
Tenille Smith, Community Services Director
Omar DeJesus, Finance Director
To: Board of Supervisors
SUN 'N LAKE OF SEBRING IMPROVEMENT
DISTRICT
From: Tanya Cannady, CPA General Manager J (.,, Date: September 16, 2016
Re: C. B. Goldsmith & Associates
Board of Supervisors:
Larry White, President
Michael Gilpin, Vice President
Richard Hulbert, Supervisor
Dr. Wally Edgell, Supervisor
Mark Camp, Supervisor
Earlier this year, the Board of Supervisors instructed District staff to hire a consultant to perform inspections/audits for our three main facilities; District Office, Island View/Golf Club, and Community Center. C.B. Goldsmith & Associates from Clearwater, FL were retained for these inspections. Mr. Chuck Goldsmith's resume is attached along with the Reports of Conditions Found following this
memo. Mr. Goldsmith will be at Friday's meeting to present the reports and a presentation of his observations and recommendations related to our facilities. I am very excited for you all to meet him.
Please advise if you have any questions.
5306 Sun 'n Lake Blvd., Sebring, FL 33872 Ph 863-382-2196 Fax 863-382-2988
www.snldistrict.org
CURRICULUM VITAE
CHARLES BRANDT GOLDSMITH AIA, FARA, RLA, AAWE , RCI , ASCE-7
C.B. Goldsmith and Associates , Inc. 13101 55th Court North, Suite 801
Clearwater, Florida 33760
PROFESSION
Architect, Roofing and Exterior Envelope Consultant, Forensic Architect
YEARS IN PRACTICE
Since 1955
LICENSES AND CERTIFICATIONS (Past, Inactive and Current)
Registered Architect, Florida
Licensed Architect, Washington, D .C.
Licensed Architect, Oklahoma
Registered Architect, Alabama
Registered Architect, Illinois
Registered Landscape Architect, Florida
Certificate, National Council of Architect Registration Board
Licensed General Contractor, with "A" certificate, Florida
Structural Masonry Inspector, Florida
Structural Masonry Inspector, Alabama
EDUCATION
Undergraduate work
The Institute of Design (The New Bauhaus), B.A. (1948)
Faculty Assignments
Illinois Institute of Technology, Instructor of Architectural Drawing
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Curriculum Vitae Charles Brandt Goldsmith
Florida State University, Department of Interior Design, School of Visual Arts, Charter Member, Interior Design Advisory Board
Roofing Industry Educational Institute Roofing Documents & Specifications
Professor: Roofing & Exterior Building Envelope Technology University of South Florida Graduate School of Architecture and Community Design
Continuing Education
Fifty (50) CEU 's/biennial for three Florida License Requirements
American Concrete Institute, Concrete Repairs
Southern Building Code Congress, Wind Effects on Buildings and Other Structures
American Institute of Architects, Professional Development Program
Roofing Industry Education Institute ( RIEi) , January 1985 January 1986
Florida State University, Graphic Communications
Built-up Roofing Systems Institute (BURSI)
Other Educational Activities
"Forensic Architecture" USF School of Architecture Conducting seminars and investigating roofing and exterior envelope problems Estimating Preparing construction documents, details , specifications and bid packages Observation of construction work Research into new developments and products Attendance at seminars , trade shows and webinars
WRITING/PAPERS ON ARCHITECTURAL SUBJECTS
A series of structural engineering textbooks while teaching at Illinois Institute of Technology (IIT). Paper published on structural theory while at IIT "The Basis of Structural Theory" (a text for students) , IIT
"Architectural Graphic Standards," Eighth Edition, (Division 7 Task Force) American Institute of Architects and John Wiley and Sons - 1988
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Curriculum Vitae Charles Brandt Goldsmith
"Architectural Graphic Standards," Ninth Edition, (AGS Task Force) American Institute of Architects and John Wiley and Sons - 1994
"Architectural Graphic Standards," Ninth Edition supplement, (AGS Task Force) American Institute of Architects and John Wiley and Sons - 1995
"Architectural Graphic Standards," Tenth Edition American Institute of Architects and John Wiley and Sons - 2000
"Wind at the Edge" Progressive Architecture, August 1990
"Where Did All the Felts Go?" Florida Forum, June 1991
"Lessons Learned from Andrew" RSI , September 1993
"Solution to Moisture, Mold & Mildew Problems in a Central Florida Hotel" ASTM Publication STP 1314
"Water Penetration Testing of Stucco on Concrete Masonry Construction" Florida Concrete Products Assoc. and N CMA Education & Research Foundation
"Use of ASCE-7 to Determine Wind Pressure Values on Buildings" Florida Roofing , Sheet Metal and Air Conditioning Contractor's Association Board (FRSA) Yearly Convention
"Florida Guide Specification for Portland Cement Plaster/Stucco" Florida Concrete Products Assoc.
"Do This and It Won't Leak" Roofing Industry Committee on Weather Issues (RICOWI)
PROFESSIONAL MEMBERSHIPS (Past and Present)
American Institute of Architects
American Registered Architects
Construction Specifications Institute
American Association for Wind Engineering
Roof Consultants Institute
Florida Roofing , Sheet Meta I and Air Conditioning Contractors Association Roof Tile Committee
National Roofing Contractors Association
University of Florida: Fenestration Task Force
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Curriculum Vitae Charles Brandt Goldsmith
Stucco Task Force: Florida Concrete & Products Association (Voting Member)
Florida Lath & Plaster Bureau (Voting Member)
NA T/ONAL COMMITTEES (Past & Present)
American Society of Civil Engineers (ASCE-7) Co-Chair Exterior Envelope and Roof Type Structures Sub Committee
American Society of Civil Engineers (ASCE-7) Subcommittee on Wind Driven Rain Effects
National Chairman, Roofing Industry Committee On Wind Issues (an umbrella group under the Department of Energy)
National Task Force Chairman, Roofing Industry Committee On Wind Issues, "Details for Wind Resistance"
American Institute of Architects Building Codes and Standard Committee, National Project Management Committee
Southern Building Code Congress International Wind Load Committee (Voting Member)
American Society of Testing and Materials, Voting Member D.08 Committee, Voting Member C.11 Committee
Subcommittee (D08.02) Prepared Roofing , Shingles and Siding Materials
Subcommittee (8.20) Roofing Membrane Systems
Subcommittee (8.16) Nonbituminous Organic Roof Coverings
Subcommittee (C-11 .03) Installation of Lathing & Furring to receive Interior and Exterior Portland Cement Plaster C-1063). Revise National Standards for the Application of Lath and Furring. Application of Portland Cement Plaster (Stucco) C-926) Revise National Standards for the application of stucco.
Building Thermal Envelope Coordinating Council Roofing Design and Construction Research Coordinating Committee (Walter Rossiter, N.B.S. Chairman)
National Multi-hazard Assessment Forum Federal Emergency Management Agency (FEMA)
International Code Counci I (ICC) Consensus Committee on Hurricane Resistant Construction Voting Member on Code Changes
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Curriculum Vitae Charles Brandt Goldsmith
SPECIAL RECOGNITIONS
Elected Fellow American Registered Architects
Senior Editor, Professional Practice Manual American Society of Interior Designers
Judge, City Beautification Awards , St. Petersburg , FL
Florida Roofing and Sheet Metal Contractors Association (FRSA) Roof & Tile Task Force (Only Architect ever invited to sit on any FRSA Roofing Committee)
Hillsborough County School Board , Roofing Advisory Committee
Pinellas County School Board , Roofing Advisory Committee
Pinellas County Construction Licensing Board, Board of Adjustments and Appeals - Building
Certified Structural Masonry Inspector
Florida Building Commission, Roofing Technical Advisory Committee (TAC) (to make recommendations for the Florida Building Code)
University of Florida Fenestration/Wall Water Intrusion Task Force
A WARDS/NOMINATIONS
Who's Who In the South
House & Home Magazine
Pinellas County Realtors Association
President's Award for Metal Roofing : Metal Construction Association
LECTURES AND SEMINARS ON: ARCHITECTURAL PRACTICE, ROOFING, WATER INFILTRATION, INDOOR AIR QUALITY AND RELATED AREAS
American Institute of Architects
Portland , OR Seattle , WA Honolulu, HI Chicago, IL Miami, FL New Orleans, LA (National Convention)
American Society Interior Designers (National Convention)
United States Air Force
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Curriculum Vitae Charles Brandt Goldsmith
International Counc ii Shopping Centers Miami, FL Las Vegas , NV
National Mall Monitor (Shopping Centers), Tampa, FL
Red Cedar Shingle & Handsplit Shake Bureau (National Convention)
Community Associations Institute (National Convention)
Florida West Coast Building Inspectors
Sarasota-Manatee Roofing Contractors Association
Sun Coast Roofing and Sheet Metal Contractors Association
Florida Roofing and Sheet Metal Contractors Association
Keynote Speaker , Carolina Roofers Association Annual Convention
Single Ply Roofing Institute ( National Convention)
Course for Building Inspectors, Instructor: Roofing Basics, "What to Look For" Pinellas County Building Department
Roof Coatings Manufacturers Association (National Convention)
Texas Society of Architects
Concrete Repair Institute
University of South Florida: Civil Engineering Dept.
Roofing Industry Committee on Weather Issues
National Expert Witness & Litigation Seminar
AIA (National Convention)
RICOWI - Report to the Florida Building Commission on the performances of metal roofing during Hurricane Charley (2004)
PRIOR EXPERIENCE (OUTSIDE FLORIDA)
High-rises, government and school buildings Skidmore Owings & Merrill
Shopping Centers Sidney H. Morris & Associates
High schools , grammar schools , banks, religious buildings, industrial buildings Sobel & Stein, L. F. Coleman, H. Rissman, Kraft Foods, Private Practice
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Curriculum Vitae Charles Brandt Goldsmith
FLORIDA EXPERIENCE (Resume of typical buildings)
City of Cape Coral , FL Commission from the Gulf American Land Company to design the housing and commercial buildings at the new City of Cape Coral.
Other work Building Code Revisions
City of Cape Coral (following Hurricane Donna)
Motels Lagoon Motel , Clearwater Beach Lamplighter Inn, Clearwater
Commercial Buildings Commercial Office Building , Largo Commercial Office Park, Pinellas Park Pinellas Aviation , St. Petersburg-Clearwater Airport Regional Offices, Gulf American Land Co. , Cape Coral Medical Office Building , Dr. L. Morris, St. Petersburg Legal Office Building, L. Rightmyer, St. Petersburg
Libraries City of Cape Coral (first use of pre-stressed folded plate plywood in Florida)
Banks Bank of Mt. Dora (Barnett) , Mt. Dora Exchange Bank, Clearwater First National Bank of New Port Richey First Marion Bank, Ocala First American Bank, Brooksville First Federal Savings and Loan ( Sunshine Federal) , Plant City First National Bank, Venice Liberty National (Flagship), St. Petersburg North Orlando State Bank (Barnett), Orlando Northeast National Bank (Ellis), St. Petersburg
Schools (including additions and alterations) Oakhurst Elementary St. Petersburg Junior College Sanderlin Elementary 74th Street Elementary Fairmount Elementary Ridgecrest Elementary Hill Middle School
Automobile Showrooms Northgate Chrysler-Plymouth, Tampa Suncoast Chrysler-Plymouth, St. Petersburg City Dodge, St. Petersburg Swanson Chrysler-Plymouth, St. Petersburg
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Curriculum Vitae Charles Brandt Goldsmith
Apartment Buildings Disston Arms, St. Petersburg Huber Homes, Dayton , OH Huber Townhouses, Dayton, OH La Roe, Cape Coral Waterway Gardens, Cape Coral Imperial Homes, Clearwater, FL Waters Edge (Buildout) Sunwatch (Buildout)
Restaurants Countryside Club House, Clearwater Garden Seat (addition) , Clearwater George Diamond's, Chicago, IL Imperial Steak House, Orlando Imperial Steak House, St. Petersburg Imperial Steak House, Washington, D.C. Kapok Tree Addition , Clearwater Lagoon, Clearwater Shore Lanes, Clearwater
Industrial Buildings Bilgore Groves, Safety Harbor (first use of precast, shiplapped wall panels) Concept Inc ., Clearwater (first use of a complete precast cone rete structure) Rubin Industrial Park, Clearwater
Shopping Centers Riverdale Shopping Center, Ft. Myers Weavers Corner, Ft. Myers
ROOFING EXPERIENCE ROOFING INVEST/GA TIONS (partial listing)
111 North Orange Avenue, High Rise Office, Orlando, FL 739 49th Street (Chubb) , St. Petersburg , FL 2501 Kennedy Boulevard, Tampa, FL Arbor Ponds, Orlando, FL Arthur Rutenberg Homes (Consulting,) Clearwater, FL Barcelona Equipment, Clearwater, FL Barnett Bank, Clearwater, FL Bartow Memorial Hospital , Bartow, FL Bayfront Center , City of St. Petersburg, FL Bed , Bath and Beyond, St. Petersburg , FL Bella Capri Condominiums, St. Petersburg Beach, FL Biltmore Condominiums, Clearwater, FL Bizarro vs. Climatic, Sarasota,,FL Bloomingdale Senior High, Tampa, FL Boca Ciega High School , St. Petersburg , FL Brandon Construction- 220 Gulf Blvd., Ft. Myers, FL Brandon Construction - Lincare Bldg. , Clearwater, FL Burdine's, St. Petersburg, FL Captiva Cay, Ft. Myers, FL Carrollwood Gables, Tampa, FL
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Curriculum Vitae Charles Brandt Goldsmith
Cedar Shake & Shingle Bureau, Bellevue, WA Central Park Shopping Center , Clearwater, FL Central Productions Studio, Clearwater, FL Charlotte County Stadium, Port Charlotte, FL Chateau on White Sands (Rojo) , Clearwater, FL City of Ocala Municipal Complex, Ocala, FL City of New Orleans Airport, New Orleans, AL City Homes@ Franklin , Tampa, FL City Homes@ Swan Ave., Tampa, FL City Homes @ Vinoy Place, St. Petersburg, FL City Lofts , St. Petersburg, Fl Clearwater City Homes, Clearwater, FL Club Raphael , Naples, FL Colonial Properties , Orlando, FL Contemporary Hotel , Walt Disney World Country Lakes, Clearwater, FL Courtney Place Apts ., Orlando, FL Crystal Springs Condominiums, Crystal River, FL Crystal Bay Club, Largo, FL Cypress Club, Orlando, FL Days Inn at Tampa Bay, FL Diocese of St. Petersburg , FL Diplomat Hotel , Miami, FL Discount Auto Parts , Gainesville, FL Doubletree Hotel , Hollywood, FL Doubletree Hotel , Raleigh/Durham , NC Doubletree Hotel , Tampa , FL Dr. Lawrence Cass Residence, St. Petersburg, FL DSBPC Roof Covering Evaluation & Management East Lake Woodlands Condominiums, Palm Harbor, FL Ethan's Glen Condominiums, Houston, TX Fairway Point II , Boca Raton , FL Family Housing Units, MacDill AFB , Tampa, FL Fier Eye Center- Tamko, Daytona Beach, FL Florida Dental Centers , St. Petersburg, FL Fountain Square, Clearwater, FL Fowler White - Empire, Tampa, FL Frenchman's Creek Clubhouse, West Palm Beach, FL Gateway Mall , St. Petersburg, FL Greenway Plaza, Houston, TX Hav-A-Tampa Cigar Company, Tampa, FL High Gate IV Condominiums, Orlando, FL High School AAA, Tampa, FL High School BBB, Tampa, FL Highland Lakes Elementary (PCSB), Clearwater, FL HOK vs. Travelers Insurance, Orlando, FL Holiday Inn, Orlando, FL Humphrey's Hall - University of the South Kane Furniture, Pinellas Park, FL Kapok Tree Structural Damage, Clearwater, FL Kerr-Swem Residence, Daytona Beach, FL Key Pharmaceutical , Miami , FL Laboure Manor, Jacksonville, FL Laduca Residence, Tampa, FL
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Curriculum Vitae Charles Brandt Goldsmith
Lake Fairview Center , Orlando, FL LaQuinta, Orlando, FL Lexington Homes, Orlando, FL Lexington Club@ Hunters Creek, Tampa, FL Lindsley Warehouse, St. Petersburg , FL Locke, Mittye P. School , Pasco County, FL Loehman's Plaza, Clearwater, FL Mack Farms, Lake Wales , FL Magnolia Towers (SECS) Main Library, City of St. Petersburg, FL Manatee County School Board, Bradenton, FL Mardi Executive Center, Sarasota, FL Maria Manor, Diocese of St. Petersburg, FL Marina Bay (BOG), Tampa, FL Meadows Community Association , Sarasota, FL Mease Manor, Dunedin, FL Midway Shopping Center, Largo, FL Miscellaneous Buildings, MacDill AFB , Tampa, FL Muskogee Shopping Center, Muscogee, OK Nativity Catholic Church, Tampa, FL Northwest Florida Community Hospital , Chipley, FL Old City Hall , Miami Beach, FL Orlando Airport, Orlando, FL Orlando Civic Center, Orlando, FL Palma Ceia Condominium, Tampa, FL Palma Ceia Presbyterian Church, Tampa, FL Palmetto Village Shopping Center , Palmetto, FL Palm Harbor Fire Rescue, Palm Harbor, FL Pensacola Junior College, Pensacola, FL Photomart Cine-Video, Inc., Orlando , FL Pinellas County EMS Building, Clearwater, FL Pinellas Place Shopping Center , Clearwater, FL Pinellas Schools Admin., Berridge Roof Cover, Largo, FL Pinestone at Pal mer Ranch, Sarasota, FL Plant High School , Hillsborough County School Board, Tampa, FL Port Belleaire Condominium Association, Clearwater, FL Port Charlotte High School , Port Charlotte, FL Queen of Peace Church, Tampa, FL Ramada Inn, Brandon, FL Renaissance Condominiums, Orlando, FL Richey Medical Plaza, New Port Richey, FL River Bridge Centre-Law, Ft. Lauderdale, FL River Forest Shopping Center , New Port Richey, FL Riverview Apartments, Port Richey, FL Rutenberg Communities Buildings, Clearwater, FL Safety Harbor Middle School , Safety Harbor, FL Salvo v Tamko, Moosic, PA Sam Ash, Sarasota, FL Sonesta Sanibel Resort, Ft. Myers Beach, FL St. Luke's Cataract & Laser Institute, Tarpon Springs, FL St. Michael's Eye & Laser Institute, Clearwater, FL St. Petersburg High School , St. Petersburg, FL St. Petersburg Times Building, St. Petersburg, FL State of Florida - Air Resource, Tampa, FL
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Curriculum Vitae Charles Brandt Goldsmith
Strategic Command Building , MacDill AFB , Tampa, FL Sun City Center (WCI) , Sun City, FL Sunrise Lakes v Tamko, Ft. Lauderdale, FL Sunset Beach Dunes, Treasure Island, FL Tamarind Bay Club, Metal Roof, Daytona Beach, FL Tampa Armature, Tampa, FL Tampa Theatre Roof, Tampa, FL Tarpon Springs Fundamental , Tarpon Springs, FL Tiffenberg Residence (RS Corp.), Tampa, FL Tomlin Junior High School , Hillsborough County School Board , Tampa, FL Tower Isle Condominium , Redington Beach, FL Tropicana Bottle Warehouse, Bradenton, FL Ukranian Catholic Church Epiphany of our Lord, St. Petersburg, FL University of Southern Mississippi University of South Florida, Tampa, FL USF Endoscopy Addition , Tampa, FL USFG Nations Bank , Orlando, FL Vieux Carre, Tampa , FL Villagio Condominiums, Roof Tile , St. Petersburg Beach, FL Vizcaya Condominium Association , Sarasota, FL Weyerhaeuser/Tamko, Cedar Rapids , IA WFLA TV, Tampa, FL Wightman, Thomas J. Middle School , Pasco County, FL Winding Wood Condominiums, Clearwater, FL Windwards, South Pasadena, FL Winn Dixie Pinellas Place, Pinellas Park, FL Winter Haven Mall , Winter Haven, FL Zayres - Town and Country, Tampa, FL
ROOFING DESIGN AND SPECIF/CATIONS (partial listing)
49th Street Bus Compound, St. Petersburg , FL 133-160 North Parson's Plaza, Brandon, FL 5959 Central , Wittner Center, St. Petersburg, FL Administration Building, Hillsborough County Public Schools, Tampa, FL Administration Building, Pasco County Schools, FL Administration Building, Pinellas County School Board, FL Amberwood Apartments, Tampa, FL Bahia De Mar (M) St. Petersburg , FL Bayfront Center , St. Petersburg, FL Bayfront Towers, St. Petersburg, FL Beverly Apartments Re-Roof Brightwater Towers, St. Petersburg, FL Brynnwood Condominiums, Clearwater, FL Ca'd'zan - Ringling Museum , Sarasota, FL Canterbury Tower Refurbish Exterior, Tampa, FL Canterbury Tower Re-Roof, Tampa, FL Central Administration Complex, Pinellas County School Board, Largo, FL Clayton Plaza, Brandon, FL Clearwater High School , Clearwater, FL Clearwater MVI Station, Clearwater, FL Coachman Fundamental School , Clearwater, FL Coliseum, The, St. Petersburg , FL
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Curriculum Vitae Charles Brandt Goldsmith
Cotterman Building, Clearwater, FL Curtis Fundamental , Clearwater, FL C.W. Bill Young V.A. Medical Center, St. Petersburg, FL Cypress Woods Re-Roof, Clearwater, FL Dale Mabry Elementary School , Tampa, FL Davenport Post Office, Davenport, FL Denham Oaks Elementary School , Pasco County, FL Diocese of St. Petersburg, Pinellas Park, FL East Bay High School , Tampa, FL East Lake High School , Tarpon Springs, FL Egypt Lake Elementary School , Tampa, FL Eisenhower Elementary School , Tampa, FL Eisenhower Junior High School , Tampa, FL Erwin Vo-Tech School , Tampa, FL Faircrest Condominiums, Tampa, FL Forest Lakes, Clearwater, FL Forestville Shopping Center, Forestville, MD Gaither Senior High School , Tampa, FL Gibson Residence - Re-Roof, Cedar Shake, Clearwater, FL GTE Building, Data Center , Tampa, FL GTE TPA Tech Center Emergency Generator Wing , Tampa, FL Gulf High School , Pasco County, FL Gulf to Bay Plaza, Clearwater, FL Haines City Post Office, FL Harbour Club, Largo, FL Hillsborough High School , Slate Re-Roofing , Tampa, FL Holy Family Catholic Church, Clearwater, FL Holly Hill Shopping Center , Daytona Beach, FL Inverness Middle School , Inverness, FL Island Marina Shopping Center , Tierra Verde, FL Just Elementary School , Tampa, FL K-Mart Shopping Center , Houston, TX Kapok Tree Pavilion, Clearwater, FL Kapok Warehouse Roof (A) Clearwater, FL Kash N Karry #733 Auburndale, FL Kash N Karry #726 Beverly Hills, FL Kash N Karry #734 Dale Mabry, Tampa, FL Kash N Karry #864 Dunedin, FL Kash N Karry, Englewood, FL Kash N Karry #736 MLK Blvd. Kash N Karry #204 New Port Richey, FL Kash N Karry #730 San Carlos, FL Kash N Karry #743, Temple Terrace, FL Largo/Seminole Post Office (Bid Package) Largo, FL Laurelwood Condominium Association, Clearwater, FL Limona Elementary, Tampa, FL Lindsley Home Improvement Warehouse, St. Petersburg, FL Loral Data Systems, Sarasota, FL Maria Manor, St. Petersburg, FL Mildred Helms Elementary, Largo, FL Morgan Fitzgerald Bid Package to Re-Roof, Clearwater, FL Morgan Woods Elementary School , Tampa, FL Mt. Vernon Elementary, St. Petersburg , FL Nations Bank Re-Roofing, St. Petersburg, FL
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Curriculum Vitae Charles Brandt Goldsmith
North Bay Animal Hospital Northwest Elementary School , New Port Richey, FL Norwood Secondary School Re-Roof, St. Petersburg, FL Osprey Post Office, Osprey, FL Palm Harbor Middle School , FL Pasco Elementary, Pasco County, FL Pasco Middle School , Pasco County, FL Pearland Shopping Center , Pearland , TX Penthouse Greens Condominiums, Largo, FL Pinellas Park High School , Largo, FL Plant High School , Tampa, FL Quail Hollow Middle School , Pasco County, FL Ridgewood High School , Pasco County, FL River Ridge High School , New Port Richey , FL River Ridge Middle School , Pasco County, FL Roberds Furniture Store, Bradenton, FL Robinson High School , Tampa, FL Rolls Landing, Port Charlotte , FL Roosevelt Park Re-Roofing , Clearwater, FL Sandy Lane Elementary School , Dunedin, FL Shaw Elementary School , Tampa, FL St. Anthony Church, Brooksville, FL St. Judes Cathedral , St. Petersburg, FL St. Nicholas Cathedral , Tarpon Springs, FL St. Petersburg Bayfront Center , St. Petersburg, FL St. Petersburg High School Roof Tile CD's, St. Petersburg , FL St. Petersburg Main Library, St. Petersburg , FL St. Petersburg High School , St. Petersburg , FL Sandy Pines Elementary, Clearwater, FL School BBB, Pasco County, FL School Board Admin Bldg . Re-Roof, Largo, FL Schrader Elementary School , Paso County, FL Seminole Elementary ·School Roofing , Seminole, FL Seminole Middle School. Seminole, FL Southside Fundamental Re-Roofing , St. Petersburg, FL Spring Hill Post Office, Spring Hill , FL Tampa Bay Tech. High School , FL Tampa International Center, Tampa, FL Tarpon Springs Middle School , FL The Preserves at Placido Bay , St. Petersburg , FL Tomlin Junior High School , Plant City, FL Tower Isle, Redington Beach, FL Town & Country Elementary School , Tampa, FL Wilson Jr. High School , Tampa, FL Winter Haven Mall , Winter Haven, FL World Savings, Spring Hill , FL
HEATING, VENT/LA TING & AIR CONDITIONING REDESIGN ANO RENOVATION
Area II Office Building: Pinellas County School Board , St. Petersburg , FL Balthasar, Indian Rocks Beach, FL Bay Vista HVAC Renovations/Replacement, St. Petersburg, FL Belleair Elementary HVAC Study/Redesign , Clearwater, FL
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Curriculum Vitae Charles Brandt Goldsmith
Fuller, Hugh Residence, HVAC Renovations , Clearwater, FL Kings Highway Elementary, HVAC & Interior Renovations Largo/Seminole Post Office, HVAC Forensic , FL Rutenberg , Arthur Homes (HVAC), Clearwater, FL St. Petersburg High School HVAC Study, FL Seminole Fire Station #29, Seminole, FL Seminole Middle School. Seminole, FL
EXTERIOR ENVELOPE, MASONRY, WATERPROOF/NG ANO COATINGS, INVEST/GA TIONS, DESIGN, CONSTRUCT/ON DOCUMENTS
2 Harbor Place 1504 Casey Key Road 5801 Gulf Blvd ., St. Petersburg Beach, FL Aliki Atrium, Ormond Beach, FL All American Drywall (FCCI), Orlando, FL Allena Burge Residence, St. Petersburg, FL Ameripark, ALF Anona Elementary Exterior Envelope, Clearwater, FL Anthony Martin Apartment, Tampa, FL Arbors at Bardmoor, Naples, FL Area I Maintenance Office (PCSB), St. Petersburg , FL Area II Offices (PCSB), St. Petersburg , FL Audubon Villas , Clearwater, FL Baker School , Baker, FL Balthasar, Indian Rocks Beach, FL Bay Care Health Systems, Oldsmar, FL Bayonet Point Middle School , Pasco County, FL Belleair Elementary Exterior Envelope, Clearwater, FL Belleair Steak House, Clearwater, FL B.H. Bunn Company, Lakeland, FL Bloomingdale High School , Masonry Revisions , Tampa, FL Boynton Beach City Complex , FL Bloomingdale Sr. High School , Brandon, FL Brewster Technical Center , Tampa, FL Canterbury Tower - Refurbish Exterior, Tampa, FL Carlton Arms on Egypt Lakes, Tampa, FL Carrington Place, Clearwater, FL Carrollwood Station, Tampa, FL Casa Granada Condominium Association , Tampa, FL Cass , Dr. Lawrence Residence, St. Petersburg, FL Castille Office Complex, Clearwater, FL Castlewood Apartments , Tampa, FL Catalina Inn Hotel , St. Petersburg , FL Cedar Forest Apts ., Tampa, FL Chalets of White Sands, Clearwater, FL Charles Court Townhomes, St. Petersburg, FL Chateau Tower, St. Petersburg , FL Church of the Nativity , Tampa, FL Church of the Palms, Sarasota, FL City Center, St. Petersburg, FL City of Miami Beach, Old City Hall , FL Coady Residence, Buckley, Boca Raton , FL
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Curriculum Vitae Charles Brandt Goldsmith
Colonial Grand Apartments , Sarasota, FL Colonial Property (FCCI) Sarasota, FL Columbian (Knights of Columbus) , St. Petersburg, FL Connecticut State Prison, Enfield, CT Coral Sands Inn, Ormond Beach, FL Corporex East Gate, Brandon, FL Cove Cay, Clearwater, FL Cypress Club (FCCI) , Clearwater, FL Daytona Beach Community College, FL Deer Creek Subdivision/Westfield Homes-Stucco Litigation, Tampa, FL Deer Park Elementary DeSoto County Civic Center, FL Doubletree Hotel, Coconut Grove, FL Doubletree Hotel , Ft. Lauderdale, FL Doubletree Guest Suites, Tampa, FL Doubletree Hotel, Raleigh/Durham , NC Doubletree Hotel , Lake Buena Vista , FL Doubletree Hotel , Houston, TX Doubletree Hotel , Jacksonville, FL Dr. Jo Miles Dr. Marianna Cristescu Residence, St. Petersburg, FL Dr. Schuyler Residence, Pasco County, FL East Lake Club Apts. , Oldsmar, FL East Lake High School , Clearwater, FL Eckerd College Cam pus Buildings (various) , St. Petersburg, FL Eckerd Corporate Headquarters, Forensic, St. Petersburg, FL Econo Lodge, Clearwater Beach, FL Edgewater Villas , Daytona, FL Elite Drywall (FCCI) Embassy Suites, Tampa, FL Faircrest Condominiums, Tampa, FL Faith Church (IRII) , Kissimmee, FL Feather Sound Office Building , 13577, Clearwater, FL Firestone-McCrann Warehouse, Tampa, FL Flagler Pointe Apts , St. Peterburg, FL Fort Totten Apts ., Washington, D.C. Gaither Sr. High School , Tampa, FL Gates at Harbortown (FCCI) Clearwater, FL Gauta Office Bldg. (FCCI) Sarasota, FL Grand Seas Resort, Daytona Beach, FL GTENerizon-Sealant Failure, Tampa, FL Guest Quarters Lake Buena Vista Guest Quarters Raleigh/Durham, NC Hanna Printing Plant, Tampa, FL Hernando Medical Center Highlands@ Hunters Green, Tampa, FL Hill Middle School , Tampa, FL Hilton Hotel, Hollywood Beach, FL Hillsborough County School Board , FL Holy Family Catholic Church Exterior Renovations, Clearwater, FL Hovnanian/Ft. Myers, FL Hunters Creek (FCCI) Orlando, Fl Hudson/Babcock, Ft. Myers, FL Imperial Cove, Clearwater, FL
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Curriculum Vitae Charles Brandt Goldsmith
Island Tower, Gulf Shores, AL Jacobson Window Co. , Harborside, Tampa, FL Jacobson Window Co., Bayshore, Tampa, FL Jade East Jakubcsik vs . Keystone & Pella , Sarasota, FL Jewish Towers , Tampa, FL John Knox Village, Pompano Beach, FL Kelly Coleman Residence, Clearwater, FL Lake Point Apartment Homes (FCCI) Tampa, FL Lakeside Villas, Tampa, FL Lakeview Fundamental , St. Petersburg, FL Lake Wales Medical Center Lands End , St. Petersburg , FL Lewis Elementary , Tampa, FL Lincoln Oaks, Tampa, FL Lockheed Martin Warehouse, Clearwater, FL Lynch Elementary, Tampa, FL Madeira Beach Fundamental , Seminole, FL Mahaffey Theater , St. Petersburg , FL Main Street Apts. , Clearwater, FL Main Street Apts ., Bradenton, FL Manhattan Casino, St. Petersburg, FL Marc Hagle Residence, Winter Haven, FL Marchman Tech Center , Pasco County, FL Marlin Lakes Apts., Sarasota, FL Master Paint Spec., Pasco County, FL Melting Pot Office, Tampa, FL Menorah Manor, St. Petersburg, FL Meralex Farm, Lakeland, FL Miles Elementary School , Tampa, FL Mirabella Townhomes, St. Petersburg, FL Morgan Fitzgerald Elementary, Clearwater, FL Muskogee Shopping Center, Muskogee, OK Nahl CresUBoca Grande, Tampa, FL North Shore Elementary (Exterior Envelope) St. Petersburg , FL Northside Votec, St. Petersburg, FL Norwood Exterior Construction Documents, St. Petersburg, FL Oakmonte Apartments, Orlando , FL Oak Park Elementary , Tampa, FL Odessa Warehouse Building, Odessa, FL Osceola High School Exterior Envelope, St. Petersburg, FL Osceola Middle School, Renovations/Walls/Windows, St. Petersburg, FL Osceola Middle School , Water Infiltration, St. Petersburg, FL Palm Harbor Middle School , Acoustic CD 's, Palm Harbor, FL Palm Harbor Middle School , Forensic Investigation, Palm Harbor, FL Palm Harbor/Tarpon Springs, Windows, FL Paradiso Isle Del Sole, St. Petersburg , FL Parkcrest Condominiums , Tampa, FL Pasadena Point Condo' s, St. Petersburg , FL Pasco County Government Building, Pasco County, FL Pasco County Government Bldg., FL Pasco Schools Admin Campus , FL Pertile Residence, Re-Stucco, Tarpon Springs, FL Plantation High School , Plantation, FL
16
Curriculum Vitae Charles Brandt Goldsmith
Plantation Lakes, Plantation, FL Plaza 5th Avenue , St. Petersburg, FL Polk County Court House, Bartow, FL Port Charlotte High School , Port Charlotte, FL Regal Point Apartments , Orlando, FL Renaissance at Lake Ivanhoe, 0 rlando , FL Renaissance, Sarasota, FL Roberds Furniture, Bradenton, FL Robinson Progress Offices, Clearwater, FL Roosevelt Park, Waterproofing, Clearwater, FL Rubinson Residence, Clearwater, FL Rutenberg Service Corporation, Clearwater, FL Sacred Heart Catholic Church, Clearwater, FL St. Brendan's Church, St. Petersburg , FL St. Mary's Catholic Church, St. Petersburg , FL St. Nicholas Greek Orthodox Church Exterior Envelope, Tarpon Springs, FL St. Petersburg High School Exterior Envelope, FL San Marino Apts. , Naples, FL Sanseair Condominiums, Exterior Envelope, St. Petersburg, FL Sarasota Renaissance (St. Paul Insurance) , Sarasota, FL Sea Mark Condominiums, St. Pete Beach, FL Seminole Elementary School , Tampa, FL Seminole Recreation Center , (City of Seminole) FL Seven Springs School Paint Testing , New Port Richey, FL Sheraton World Resort, Orlando, FL Southerland Elementary School , Clearwater, FL Southside Fundamental School Exterior Envelope, St. Petersburg, FL Southside Fundamental (Sealant), St. Petersburg , FL S&S Structural Systems, Sarasota, FL Stavros Institute (PCSB) Clearwater, FL Straub Court Townhomes, St. Petersburg , FL Summit, The, Destin, FL Sun Coast Cathedral , Venice , FL Sunken Gardens, Stucco, St. Petersburg , FL Sunwatch Sealant, Clearwater, FL Swan Hotel Exterior Envelope, Lake Buena Vista , FL Tarpon Springs Elementary Exterior Envelope, FL Taylor, ChesterW. (Painting Observations) , New Port Richey, FL The Preserve at San Luis , Tallahassee, FL The Promenade HOA v Rottlund Homes, Tampa, FL Thomas J . Weightman Middle School , Port Richey, FL Thomas J . Weightman High School , Port Richey, FL Tropicana Stadium , St. Petersburg , FL Tropic Sun Towers, Daytona, FL Tyrone Elementary , Wall Investigation, St. Petersburg, FL U.S. Home Florida (Stucco Research) Valencia Forest (FCCI) Sarasota, FL Valencia in Hyde Park, Tampa, FL Velasco Student Service Center, Tampa, FL Venetian of Treasure Island, St. Petersburg Beach, FL Village Green Townhomes, Tampa, FL Waterstreet at Celebration, Kissimmee, FL Waxman Family Brush Factory, Tampa, FL Wellington Regional Women's Center , Orlando, FL
17
Curriculum Vitae Charles Brandt Goldsmith
Westin Hotel , Hilton Head, SC Whispering Palms/Montecito Point Apts ., Tallahassee, FL Woodbury, Bradenton, FL ZOM-Kensington (FCCI), Orlando, FL
POSTAL SERVICE ORGANIZATIONS Work performed for Tampa, F.R.E.B.O . Projects:
Bradenton, Main Post Office Carrollwood Branch, Tampa, FL Inverness, Main Post Office New Port Richey, Main Post Office Pinellas Park, Main Post Office Punta Gorda, Main Post Office Sulphur Springs, Tampa, FL Seminole, Main Post Office
EXISTING BUILDING CONDITION SURVEYS Cabana Club, Clearwater, FL Casa Del Mar Condominiums, St. Petersburg, FL City Center, St. Petersburg, FL Doubletree Hotel , Jacksonville, FL Doubletree Hotel , Coconut Grove, FL Hollywood Hilton, Hollywood, FL Pinehurst Village Condominiums, Oldsmar, FL The Shoppes of Carrollwood, Tampa, FL Venice Pines Shopping Center, Venice, FL Walgreen Drug Stores: Clearwater, Ft. Myers, Tampa, FL
THE CHARLES BRANDT GOLDSMITH ORGANIZATION
KEY PERSONNEL
Director of Forensic Investigation Multi state Architect and Florida certified General and Roofing contractor. Diversified experience in commercial and residential roofing with a broad knowledge of quality control , project management and cost estimating within the field.
Forensic Architect Principal Architect and Sr. Exterior Envelope Forensic Specialist.
Construction Cost Estimator - Over sixty (60) years of combined experience estimating and bidding major construction projects.
Registered Architects: Florida Architect/Former Journeyman Mason Architect: New York State registration Architectural Designer/Project Managers Registered Roof Consultant Certified Infrared Thermographer CSI Construction document specialist
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Curriculum Vitae Charles Brandt Goldsmith
Drafting and support personnel
PRACTICE
The organization's overall practice is divided into: General architecture - 20% Forensic architecture- 30% Design, Specifications and Field Observation for Roofing and the Exterior Envelope of Buildings- 50%
COST EST/MA TING WORK
Cost estimating is an essential part of the practice
We provide clients with cost estimates of the work we are putting "on the street" for bidding or the probable cost of this work when it is not bid out.
Frequency of Work
The organization does from seventy (70) to ninety (90) projects per year. The principal and members of the organization have been on and inspected thousands of buildings, roofs and exterior envelopes.
CLIENT LAW FIRMS Adorno & Yost, Miami , FL & Atlanta , GA Ahlers & Cooney - Des Moines, IA Akerman, Senterfitt - Tampa, FL Allgood , McPherson, Stewart & Bray - New Port Richey, FL Annis Mitchell , Tampa, FL Antinori & Stern - Tampa, FL Baker & Hostetler - Orlando, FL Barnes, Walker & Lakin - Bradenton, FL Barr, Murman, Tonelli , Slather & Sheet - Tampa, FL Battaglia , Ross , Dicus & Wein - St. Petersburg, FL Baynard, Harrell , Mascara & Ostow - St. Petersburg, FL Becker & Poliakoff, P.A. - Ft. Myers/Ft. Lauderdale , FL Michael C. Berry & Associates - Clearwater, FL Blackwell , Walker, Greg, Powers, Flock & Hoehl - Miami , FL Broad & Cassell - West Palm Beach, FL Broad & Cassell - Tampa, FL Brown, Clark & Walters - Sarasota, FL Buckley & Fudge - St. Petersburg , FL Butler, Burnette and Pappas - Tampa, FL Carey, O'Malley, Whitaker & Manson - Tampa, FL Carlton Fields - Tampa, FL Clark & Martino - Tampa, FL Clark, DeMay, Fara & Froman - Sarasota, FL Conroy, Simberg, Ganon, Krevans & Abel , P.A., Orlando/FL Cunningham , Bounds, Yancey, Crowder & Brown - Mobile, AL Daniel H. Craven, P.C., Gulf Shores, AL Deloach & Hofstra - Seminole, FL Dickenson & Gibbons - Sarasota, FL
19
Curriculum Vitae Charles Brandt Goldsmith
DiVito & Higham , P.A. - St. Petersburg, FL Douglas L. Grose - Tampa, FL Dunbar , Boyer, Rayburn - Dunedin, FL Englander & Fischer - St. Petersburg, FL Fergeson, Skipper, Shaw - Sarasota, FL Ferraro & Assoc, - Miami, FL Fisher, Rushmer - Orlando, FL Fleming, O'Brian & Fleming - Ft. Lauderdale, FL Foley & Mansfield , Minneapolis , MN Forizs & Dogali - Tampa, FL Fowler, White, Gillen, Boggs , ET AL - Tampa, FL Fowler, White, Burnett P.A.- Ft. Lauderdale, FL George, Hartz, Lundeen, Flagg & Fulmer - Orlando, FL Golsen & Associates - Clearwater, FL Goza, Hall , Peacock & Peters - Clearwater, FL Goldberg & Young - Ft. Lauderdale, FL Gray/Robinson - Orlando, FL Greenbaum, Rowe, Smith, et al - Woodbridge , NJ Greenberg , Traurig - Miami , FL Gunn, Ogden & Sullivan - Tampa, FL Haas, Lewis, DiFiore & Amos, St. Petersburg, FL Harllee, Porges, Hamlin & Brownell - St. Petersburg , FL Harper, Kynes , Geller & Buford - Clearwater, FL Harris, Barrett, Mann & Den - St. Petersburg, FL Hendrick, Dewberry, Regan & Durant - Jacksonville, FL Hill , Ward & Henderson - Tampa, FL Holland & Hart - Denver, CO Holland & Knight - Bradenton , FL Hyde & Gomer - Tampa, FL Johnson, Blakely, Pope - Clearwater, FL Keith Hauger - Tampa, FL Kirwin Norris - Winter Park , FL Kubicki Draper - Orlando, FL Lavin , O'Neil, Ricci , Cedrone & Pisipio, Phi ladelphia , PA Levy, Knee , Mariani - West Palm Beach, FL McAlpine & Associates , Auburn Hills, Ml McMullen, Everett Logan - Clearwater, FL McRight, Jackson, Doreman, Myrick & Moore - Mobile, AL MacFarlane, Ferguson, Allison & Kelly - Tampa, FL MacFarlane, Ferguson & McMullen - Clearwater, FL Maguire, Voorhis & Wells - Orlando, FL Maslon, Edelman, Broman and Brand , Minneapolis, MN Mastry, Marger & Davis - St. Petersburg, FL Meirose & Friscia , P.A. - Tampa , FL Merkle & Magri - Tampa, FL Michael S . Drews - Jacksonville, FL Morris & Rosen - Tampa , FL Mouser & Wells - St. Petersburg, FL Moye, O'Brian - Orlando, FL Nation Law Firm - Longwood, FL Norton, Gurley, Hammersley & Lopez - Sarasota, FL Pardo & Gainsburg, LLP - Miami, FL Paxton & Smith - West Palm Beach, FL Peterson, Bernard , Vanderberg - Ft. Lauderdale, FL
20
Curriculum Vitae Charles Brandt Goldsmith
Piper Rudnick - Tampa, FL Quintairos , Prieto, Wood & Boyer, Orlando, FL Repka & Jennings - Clearwater, FL Richards , Nodine - Clearwater, FL Rywant, Alvarez, Jones, Russo & Guyton - Tampa, FL Sawyer & Pilka - Brandon, FL Scarborough, Hill , Rugh - Orlando, FL Schvimmer, Theodore Law Offices - Ft. Lauderdale , FL Seidensticker & San Filippo, LLP - Naples, FL Shackleford , Farrior, Stallings & Evans - Tampa, FL Shapiro, Fussell - Atlanta , GA Shafi , Smith, Hennen - Tampa, FL Shumaker, Loop & Kendrick - Tampa, FL Siket & Solis - Naples, FL Sinker & Boyd - Charleston, SC Sintz, Campbell , Duke & Taylor - Mobile, AL Smith, Parsons & Vickstrom , Charlotte, NC Subin, Shams, Rosenbluth - Orlando, FL Swope, Dale P.A . - Tampa, FL Swimmer, David - Miami, FL The Construction Law Firm , Orlando, FL The Soto Law Group - Ft. Lauderdale, FL Thompson & Foote, P.A. - Clearwater, FL Walters , Levine, Brown, Klingensmith & Thomison - Sarasota, FL Wendel , Chritton & Parks - Lakeland, FL Wicker, Smith, O'Hara, McCoy, Graham & Floyd - Tampa, FL Williams, Brasfield , Wertz, Fuller, Goldman, Freeman & Lovell - St. Petersburg , FL Williams, Schifino, Mangione & Steady - Tampa, FL Winderweedle , Haines, Ward & Woodman - Orlando, FL
DISCIPLINES ACCEPTED BY THE COURT AS AN EXPERT
Architecture , architectural design, roofing , waterproofing , exterior envelope, coatings , sealants and stucco.
COURT APPEARANCES AND DEPOSITION TESTIMONY
475 LLC vs Dr. George Ciporkin Timothy Driscoll , Esq. (Rahdert, Steele et al) Circuit Court of the 6th Judicial Circuit, Pinellas County, FL Case No. 09-18172-C1-19
ARH Service Corp. vs Keystone Custom Homes, Inc. E. Colin Thompson, Esq . {DLA Piper Rudnick Gray Cary US LLP) Circuit Court of the 6th Judicial Circuit, Pinellas County, FL
Apple vs Primacrete Larry Rightmyer, Esq., Hon. John Andrews, Judge Circuit Court of the 6th Judicial Circuit, Pinellas County, FL
21
Curriculum Vitae Charles Brandt Goldsmith
Baldwin Park vs Keene Construction Jayne Pittman, Esq . (Conroy, Simberg) Orlando, FL Circuit Court of the 9th Judicial Circuit, Orange County, FL Case No. 09-GA-003620-0
C-R Systems, Inc. vs Roofing Southeast Leo H. Meirose, Jr. Esq . (Meirose & Frisca, P.A.), Attorneys Hon. Morrison Buck, Judge, 13th Judicial Circuit Court, Hillsborough County, FL
Cabana Club Condominiums vs Cabana Club Haldi ngs, Inc. Alan E. Tanenbaum, Esq., Circuit Court of the 6th Judicial Circuit, Pinellas County, FL
Cahill vs Karr Larry G. Rightmyer, Esq. Hon. John T. Ware, Judge, 5 th Judicial Circuit Court, Pinellas County, FL
Castille at Carillon, LLC Lewis Conwell , Esq .,( DLA Piper US LLP) Circuit Court of the 6th Judicial Circuit, Pinellas County, FL Case No. 08-005221 Cl-007
Clearwater Housing Authority v. Jim Etter Parker A.LA., Inc. d/b/a, Parker Assoc. Circuit Court of the 6th Judicial Circuit, Pinellas County, FL Case No. 09-16699C1-21
Clearwater Villas vs Avanti Development Corporation Hon. B. J. Driver, Judge, 5th Judicial Circuit Court, Pinellas County, FL
Club Raphael at Pelican Bay vs Gulf Bay Land Holdings II , Inc. Thomas J. Code, Esq . (Becker & Poliakoff) Circuit Court of the 20th Judicial Circuit, Collier County, FL
Countryside Properties , lnc.(Mark Hagle) vs Charles Clayton Construction, Inc. Steve Smith, Esq., (Smith, Parsons & Vickstrom), Charlotte, NC Circuit Court of the 9th Judicial Circuit, Orange County, FL
Crystal Springs Condo Assoc., Inc. vs Anderson Roofing and Supply Co., Inc . J. Michael Blackstone, Esq. Hon. Patricia Thomas, Judge, 5th Judicial Circuit, Citrus County, FL Case No.95-1929-CA
Della Rosa vs. Centre Pointe Partners L.C. Robert S. Horwitz, Esq ., (Schwartz & Horwitz, PLC) Circuit Court of the 17th Judicial Circuit, Broward County, FL Case No. 02-002519 (25) Case No. 02-010891 (25)
Dreamvestors, Inc. Vs. Heaberlin Builders, Inc. Circuit Court of the 6th Judicial Circuit Court, Pinellas County, FL Case No. : 08-1304-Cl-21
D. M. Andrews and Ethel Andrews vs General Mills Restaurant Group Park, Smith & Maguire, P.A., Esq. Hon. Wallace Sturgis, Judge, 5th Judicial Circuit Court, Marion County, FL
22
Curriculum Vitae Charles Brandt Goldsmith
Dr. George P. Ciporkin v. 475, LLC Joseph D. Magri , Esq., (Merkle, Magri & Meythaler, P.A.) Circuit Court of the 6th Judicial Circuit Court, Pinellas County, FL
Dr. Lawrence Kass vs Brandon Construction Anthony A . B. Dogali , Esq. Circuit Court of the 6th Judicial Circuit Court, Pinellas County, FL
Dr. Phillip Marcus Residence Gary L. Planck, Esq. Hon. Charles Phillips, Judge, 5th Judicial Circuit Court, Pinellas County, FL
Dreamvestors v Heaberlin Builders Royal Camelot Hotel Hon. John A Schaefer, State of Florida - 6th Judicial Circuit Court of Florida Case No. 08-1304-CI
Early vs Riley Homes , Inc. Dale Swope, Esq. Hon. James A. Lenfesty, Judge, 13 th Judicial Circuit Court, Hillsborough County, FL
Edgewater Villas vs Allstate Insurance Co. Clark Hamilton, Jr., Esq. (Tyler & Hamilton, P.A.) Circuit Court of the 19th Judicial Circuit, Martin County , FL
First Florida vs Bridgestone/Firestone Leo H. Meirose, Jr. Esq. (Meirose & Frisca, P.A.), Attorneys Circuit Court of the 18th Judicial Circuit, Seminole County, FL Case No.91-1538 CA 15G
Garcia vs . Florida Atlantic Erectors Patricia Lebow, Esq . (Broad & Cassell), Attorneys Hon. Edward Rodgers , Judge, 15th Judicial Circuit Court, Palm Beach County, FL
Gulf Atlantic Office Properties v Perkins & Will Architects , Inc. Leo Meirose (Meirose and Friscia), Attorneys at Law, Tampa, FL Arbitration-AAA Case No.: 33110Y 0044810, June 9, 2011
Harlan Berger vs Empire Indemnity Insurance Co, Matthew Pardy, Esq. U.S. District Court, Middle District of FL, Orlando Division
Imperial Cove XIII Condominium Andrew J. Lewis, Esq. (Haas, Lewis , DiFiore and Amos) Circuit Court of the 6th Judicial Circuit, Pinellas County, FL Case No.08-7627C1019
Island Tower Owners Assoc. vs Tower Ventures, LLC Daniel H. Craven, Esq . Circuit Court of Baldwin County, AL
23
Curriculum Vitae Charles Brandt Goldsmith
John Knox Village of Florida, Inc. Mike Wilson, Esq. (Broad and Cassel) Circuit Court of the 17th Judicial Circuit, Broward County, FL Case No. 07-18417 (07)
Joyce Keyworth vs Truly Nolen Anthony G . Woodward , P.A. , Attorney Circuit Court of the13 th Judicial Circuit, Hillsborough County, FL Case No.93-3413
Kamis v. Mizner Eric W. Neilsen, Esq. (Buckley & Fudge, P.A.) Circuit Court of the 15th Judicial Circuit, Palm Beach County, FL Case No. 03-101568 AO
Kane vs Randolph Farms I Condominium Scott Lyons , Esq . (MacFarlane, Ferguson & McMullen, P.A.) Circuit Court of the 6th Judicial Circuit, Pinellas County, FL
Kelly R. Coleman & Cheryle Coleman vs Peter R. Brown Construction, Inc. Frederick L. Mouser, Esq., Attorney Circuit Court of the 6th Judicial Circuit, Pinellas County, FL Case No. 85017579-18
Lands End vs U.S. Lend Lease vs The Law Company C. Stephen Allen , Esq. Federal District Court, Tampa, FL Case No.90-1371-CIV-T-15-C
Laurelwood Condominium Association vs U.S. Homes Steve Cole , Attorney Hon. John S. Andrews , Judge, 5 th Judicial Circuit Court, Pinellas County, FL
Long Beach Condo Assoc., Inc. vs Structural Waterproofing Co. of Florida, et al Leo H. Meirose, Jr. Esq. (Meirose & Frisca, P.A.), Attorneys Circuit Court of the 12th Judicial Circuit, Manatee County , FL Case No.CA-94-359
Ludwig Goetz , Jr. vs Falcon Termite and Pest Control , Inc. Mitch K. Espat, Esq. (George, Hartz, Lundeen, Flagg & Fulmer), Attorneys Circuit Court of the 9th Judicial Circuit Court, Orange County, FL
Nunez, Yatros vs Westfield Homes of Florida Gardner, Wilkes , Shaheen & Kelly Lightborn Circuit Court of the 13th Judicial Circuit Court , Hillsborough County, FL
Parkcrest Harbour Island , LLC vs. Suitt-RKC-1 , et al Richard B . Campbell , Esq. Circuit Court of the 13th Judicial Circuit, Hillsborough County, FL Case: 09-CA-02660 Div . L/Case No.: 10~CA-004340, Div. L
Permaguard vs Fleming Roxanne D. Seeley, Esq. Hon. O 'Brien, Judge, 5 th Judicial Circuit , Pinellas County , FL
24
Curriculum Vitae Charles Brandt Goldsmith
Pine Ridge at Ft. Myers Village I Condo Assoc . vs K. Hovnanian at Ft. Myers, Inc. John Mariani , Esq . (Levy, Knee, Mariani) , Attorneys Circuit Court of the 20th Judicial Circuit Court, Lee County, FL
Plantation Lakes, Ltd. vs DCC Constructors Leo Meirose, Esq. (Meirose & Friscia, P.A.) Circuit Court of the 18th Judicial Circuit, Seminole, FL
Polera Building Corp. and Perri Builders, Inc., et. cet. vs The School Board of Broward County, FL (Plantation Senior High School) Circuit Court of the 17th Judicial Circuit Court, Broward County, FL Adam Linkhorst, Esq.
Promenade Condominium Association v MTL Development Company Jayne Ann Pittman, Esq. ( Conroy, Simberg , Ganon, Krevans, Abel, Lurvey, Morrow & Schefer, P.A.)
Circuit Court of the 9th Judicial Circuit, Orange County , FL Case No. 09-CA-25049
Renaissance at Sarasota vs Batson Cook Scott Hamilton, Esq. (Price, Hamilton & Price) Circuit Court of the 12th Judicial Circuit, Sarasota County, FL Case No. 2004 CA 11345NC
Richie Medical Plaza vs Kalemeris Construction, Inc. Kalemeris Construction, Inc. vs Morrell Sheet Metal , Inc.
Michael C. Berry (Michael C. Berry & Associates, P.A.), Attorneys Circuit Court of the 5th Judicial Circuit Court, Pasco County, FL Case No. 97- 7038-CAW-H
Riteway Roofing vs Oulette Larry Rightmyer, Esq. Hon. Philip A. Federico, Judge, 5th Judicial Circuit Court, Pinellas County, FL
Rolls Landing Condominium vs Gaspari Ila Service Corporation Alan E. Tannenbaum, Esq . Circuit Court of the 12th Judicial Circuit, Charlotte County, FL
Rose vs Koplinski Thomas Icard, Esq. Hon. Calvin A. Pope, Judge, 13 th Judicial Circuit Court, Hillsborough County, FL
The Landings at Parkstone vs Taylor v. Marchetti Derek J. Angell , Esq . (O'Connor & O'Conner) Circuit Court of the 18th Judicial Circuit Court in and for Seminole County, FL Case No. 09-CA-4254-15-G
The Palms at Lake Tulane Limited Partnership vs. Watermark Construction, L.P. Circuit Court of the 19th Judicial Circuit, Highlands County, FL Case No.: 11-284GCS
25
Curriculum Vitae Charles Brandt Goldsmith
St. Andrews Cove I Condominium Association, Inc . and St. Andrews Cove II Condominium Associates , Inc. vs C.B.T. Realty Corporation, et. al. Hon. Helen S. Hansel , Judge 5 th Judicial Circuit Court, Pinellas County, FL
Specialty Restaurants Corporation vs Michelle Galeski Dale Swope, Attorney Hon. John Gilbert, Judge, 13th Judicial Circuit Court, Hillsborough County, FL
Sutton Properties vs SWFWMD Keith Wickenden, Esq. (Hill , Ward and Henderson) , Attorneys Circuit Court of the 13th Judicial Circuit, Hillsborough County, FL
T econ Condominium Association vs Simmons Construction Michael F. Nuechterlein, Esq . Hon. Alan R. Dakan, Judge, Sarasota County Circuit Court (Architectural matters, including roofing , waterproofing & paving)
United Associates , Inc. vs Wal-Mart Stores, Inc. A. Daniel Waska, Esq. USDC for Western District of Oklahoma Case No. CIV 93-12.87-A
Watermark Construction, L.P. vs Eden Garden Apartments, L.P. Circuit Court of the 20th Judicial Circuit, Collier County, FL Case No: 10-2069-CA
W. E. Lockeby, Sr. vs Dickson, Inc. Francis E. Friscia , Esq. Div 35, Circuit Court, Orange County, FL Case No. C1 93-6307 F
William B. Terwilliger vs Tampa Bay Roofing , Inc. Miriam J. Fisher, Esq. Hon. Robert J. Shingler, Judge, 5 th Judicial Circuit, Pinellas County , FL
Winston Park, Northeast Condominium Assoc., Inc. vs JMC Development Corp. Hon. Owen S. Albritten , Judge, 5th Judicial Circuit Court, Pinellas County, FL
ZOM Vanderbilt vs DCC Constructors Eric Neilsen, Esq. (Buckley & Fudge, P.A.) Circuit Court of the 20 th Judicial Circuit, Collier County , FL
APPEARANCES BEFORE A FEDERAL JUDGE/HEARING OFFICER OR ARBITRATION PANEL
Bed, Bath & Beyond, Inc. vs Systematic Roofing Analysis , Inc. Kathleen Shanley, Esq. (Fowler White Burnett, P.A .) U.S . District Court, Middle District of FL, Tampa Division
Charles Luckey (MacFarlane, Ferguson, et al) , Attorneys Hon. Benjamin Krentzman, Judge, Federal District Court, Tampa ( established copyright protection for architectural drawings)
26
Curriculum Vitae Charles Brandt Goldsmith
Elfers Square vs American Bonding Company Arbitration under American Arbitration Association
FDIC vs Bayview Gardens James Wing (Carlton, Fields, et al) , Attorneys Hon. William Walker, Judge, Federal District Court, Tampa, FL Imperial Homes vs LaMonte
GRS Contractors vs Milloway Arbitration under American Arbitration Association
Harlan Berger vs Empire Indemnity Insurance Co. Matthew Pardy, Esq. U.S. District Court, Middle District of FL, Orlando Division
OSHA vs Decks, Inc. Federal Hearing Office Dennis Thompson, Attorney
Penner Financial Group vs U.S .P.S. U.S. Postal Board of Appeals, Tampa, FL Hon. Joan Thompson, Judge
Prescott vs Lehigh Builders Arbitration under American Arbitration Association Rick Dalan, Esq., Arbitrator
Ramada Inns vs Ramada Development Corporation Ed Adkins (Carlton, Fields, et al) Attorneys Hon. Terrell Hodges, Judge, Federal District Court, Tampa, FL
Reliable Insurance Company vs Morgan Construction Company/Fidelity & Deposit Company of Maryland Charles E. Bergmann, Esq. (Yado, Keel , Nelson & Bergmann, P.A.) , Attorneys Hon. Thomas Wilson , Judge, Federal District Court, Tampa, FL
Rutenberg Homes vs Paver MacFarlane, Ferguson, et al , Attorneys Hon. Benjamin Krentzman, Judge, Federal District Court, Tampa , FL (Establish copyright protection for architectural drawings)
OTHER MEMBERSHIPS (Past & Present)
Florida Lyric Opera Association Sertoma International Bay Aero Club Sports Car Club of America Order of Free Masonry (Egypt Shrine)
File: 6_Goldsmith_CV _revised_06.10.2014.wpd
27
Copyright © 2016 by C.B. Goldsmith and
Associates, Inc. All rights reserved .
The contents of this publication may
not be reproduced without written
consent.
A REPORT OF CONDITIONS FOUND
AT
Sun 'N Lake District Office Sebring, FL 33872
Prepared for:
Mr. Michael Hurley Director of Public Works Sun 'N Lake Improvement District Sebring, FL 33872
CBG&A Project No. 1615
September 3, 2016
and Associates, Inc.
BUILDING SCIENCES• ROOFING & EXTERIOR ENVELOPE CONSUL TING• FORENSIC ARCHITECTURE License No. AA-C001479 13101 - 561
h Court, Suite 801 Clearwater , Florida 33760 Phone : 727 .540.0456 FAX: 727.540.0305 info@cbgoldsmith .com
TABLE OF CONTENTS Description Page 2
IDENTIFICATION OF SUBJECT PROPERTY . .. . .. ... .. .... .. . . . . .......... 2
LIMITATION OF OUR REPORT . . . . . .. ... . .. . . . . . .. .... .. . .. .. . .. . .. . . . . . 2
DATE REPORT PREPARED . . .. . .. ....... . . . ... . ... ... . . .. . .. . ......... 2
REPORT PREPARED BY ... . . . ...... ..... . .. . . ... . . ... . .. ....... . . . ... 2
REPORT PREPARED FOR . . .. ..... . ... . ... . . . .. . . ... . .. . .. . . . .. . . .... 2
BUILDING STATISTICS . . . .. . .. . . . .... . ..... . ............ . . . . . .... ... . 3-4
DOCUMENTS REFERENCED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
BUILDING CODE RESEARCH . .. . . ... .. .. . .. .. .... . ............... . .. . . 5
OBSERVATIONS . .. .......... . .............. . .. . ... .. . . .. ... .. . ... . . 5-7
OPINION ........ . .. .. . . . ... .. ..... . ...... . . . .. . . . . . .... .. . . .. ... . .. 8
RECOMMENDATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
QUALIFICATIONS OF THIS REPORT . .. .... .. ... . . . . .... ... . . .... .... . 10-23
EXHIBITS - FOLLOWING END OF REPORT
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 2
IDENTIFICATION OF SUBJECT:
LIMITATION OF OUR REPORT:
DATE REPORT PREPARED:
REPORT PREPARED BY:
REPORT PREPARED FOR:
District Office Building for:
Sun 'N Lake of Sebring
5306 Sun 'N Lake Blvd .
Sebring, FL 33872
The writer was asked to review the existing subject
building and provide the district with an opinion on the
feasibility of renovating the existing structure to
accommodate expanding new and future needs.
September 3, 2016
C. B. Goldsmith & Associates, Inc.
Architects, Exterior Envelope and Forensic Architecture
Consultants
Mr. Michael Hurley
Director of Public Works
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 3
BUILDING STATISTICS: The 1979 existing structure has gone through a number
of additions to increase its ability to function and is up to
its present capacity to serve the community needs.
The building is a perimeter CMU wall bearing structure
with a wood truss system spanning the bearing walls .
Wood outrigger rafters extended the perimeter of the
building to form a walkway and access to interior
portions of the original build ing and a wood deck
supports the majority shingle roof covering.
The north side of this walkway has been enclosed to
increase the interior space.
The interior partitions are non bearing and can be
removed without effecting the structure.
The existing HVAC system has had a used air handler
installed to replace the existing equipment.
The plywood floor below the air handler has been
compromised by water, assumed as coming from the
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 4
condensate lines overflow of condensate , pan or flashing
from the old skylight. This requires attention! Rolled
insulation is installed between the bottom of the truss
lower chords.
This writer has been informed of non uniform comfort
zones.
The interior lighting is made up of both, incandescent
down lights and fluorescent fixtures with "T-8" lamps.
Lighting levels (as shown on Exhibit, Page 2.2) range
from adequate to not acceptable .
This writer has not been informed of any power
deficiencies or plumbing/drainage issues.
The existing parking areas do not exhibit any areas that
would preclude their use as presently intended , however,
the surface is cracking and coming off at several
locations, requiring maintenance.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 5
DOCUMENTS REFERENCED: Reference is made to the limited drawings of existing
conditions that were created to facilitate our opinion on
the future use of this building.(Exhibits A-1 ; 2-1; 2-2).
These drawings did not evaluate any structural
deficiencies. None were noted in the visual observation
made during these drawing preparations except, as
noted .
BUILDING CODE RESEARCH:
OBSERVATIONS:
The building is considered a Type V-B construction
(wood) under the current Florida Building Code. The
building is not equipped with an automatic sprinkler
system.
The building occupancy is classified as a Group "B"
(civic administration). (It would become an Assembly
Group "A-3" if used for public meetings).
The existing building is structurally adequate for its
present use . The facility has had additions to
accommodate the needs of a District Office/ "City Hall"
but has reached its capacity utilizing the existing
conditioned space. There will be some limited
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 6
conditioned space available when personnel transfer to
a new facility, in addition to some non conditioned
space.
The existing facility lacks adequate spaces and future
accommodations for:
• Reception/Switch board/Waiting
• Public Bathrooms
• Fire safe Record Storage
• Drive-up Payment Windows
• Temporary Cash Storage
• Private/Public Meeting Conference Area
• Supervisors Work Session Area
• General Managers Office/Conference Space
• Protected (Fire/Security) Communication
• Electronic Server Areas
• Task Lighting Levels
• Public Hearing with Parking
• Employee Parking
• General Storage/Trash/Shredder
• Employees Kitchen/Lounge
• Welcome Center
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
•
Sun 'N Lake District Office Page 7
Additional Personnel Serving as:
Assistant to General Manager
City Clerk
Director of Public Parks/Golf/Recreation/Athletics
Marketing/Festivals/Community Development Director
RegistrationNoting
Expanded Community Services/ H. R.
Security/Building Code Official
The public entering the building for any purpose, public
or private, has immediate access to all areas. There is
no security for the building or the building personnel. A
request to use the bathrooms requires traffic to enter the
private office spaces.
The facility has no fire protected area to store important
records (paper or digital). There is no automatic
sprinkler system and the entire build ing is subject to
destruction by fire and combustible materials (paper).
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 8
OPINION: This writer has been requested to provide an opinion to
renovate the existing building utilizing the vacant space
available after personnel changes afforded by a new
facility are implemented .
In order to provide an opinion, a limited existing
conditions set of drawings were developed (Exhibit A-1 ,
2-1 , 2-2) and Schematic designs prepared to fill the
existing perimeter envelope (both open, enclosed and
non conditioned space) (See Exhibits). The total space
utilizing the extreme perimeter of the available outside
columns would accommodate the needs but would
require an exterior renovation, including gutting the
entire interior, providing extensive fire protection of the
existing wood roof structure and the installation of an
automatic fire sprinkler system. (If there is enough
municipal water capacity) .
In addition, the site would need to be expanded to
accommodate parking for additional employees and for
Public Hearings/Supervisors meetings.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 9
RECOMMENDATIONS: OPTION "A"
The cost to renovate the existing 6,300 square foot
building into a 9,000 square foot build ing capable of
accommodating a Public Hearing/Meeting Space with
limited Parking is estimated at $2,700,000.00 (Not
including Civil work - rental or relocatable structures).
OPTION "B"
A new 10,000 square foot facility to accommodate
today's needs and potential to expand is estimated at
$2,500,000.00. (Not including Land Acquisition).
Option "B'' gives the District a new facility and keeps the
original building as an asset for immediate re-use or
rental property until a future need .
Utilizing Option "A", you incur the additional expense of
relocating all personnel into temporary, rented facilities
and end up with a renovated structure , exhibiting the
same profiles with no future parking or expansion
possibilities.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N lake District Office Page 10
QUALIFICATIONS OF THIS REPORT:
Our evaluation of the subject reported is based on the
following information , which we believe to be reliable
1. Materials, documents and information , written
and verbal , supplied by the Owners and/or the
Owner's representatives; or other sources.
2. Observations and information obtained during
field observations. Information contained in this
report is based on the observations of the overall
condition of the various components and
systems as noted at the time of the
observations. Items not mentioned, or items
concealed within construction and not
destructively opened or tested , have neither
been examined nor reported on, and
consequently, we assume no responsibility for
examining, observing, or investigating such items
or conditions. The findings of this report are not
based on detailed architectural - engineering
studies .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
3.
Sun 'N Lake District Office Page 11
Reference material and correspondence from
others .
4. Application of recognized industry standards.
5. Reference material from our files; or the public
domain.
6. CBG&A conducts an on site visual evaluation of
subject property to determine overall condition
as well as general condition of the various
components , parts and systems reported on.
The evaluation is not intended to be a detailed or
quantitive or comprehensive analysis of each
building (or site) or of all the conditions,
deficiencies or damage within the building.
The Owner, or beneficiary of this report, has an
affirmative duty to confirm the existence of noted
or possible hidden defects and deficiencies at all
possible locations. Maps, plans, photos,
sketches, and diagrams contained in this report
are included only to assist the reader in
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 12
visualizing the subject property and the
information in this report.
This report is designed to assess the general
condition of building and site improvements and
make the client aware of conditions which may
have an impact upon the functioning systems
and finishes of the property.
7. Our experience and the experience of our
consultants. Materials received from our
consultants and/or other professionals is
reproduced as received. It is neither the intent of
this report nor the responsibility of C.B.
Goldsmith and Associates, Inc., to present
detailed remedies for any issues.
8. This report is a copyrighted document. It has
been prepared for the sole benefit of the parties
named as "Prepared For".
Possession of this report, or a copy thereof, does
not carry with it the right of publication. It may not
be used for any purpose by any person other
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 13
than the party to whom it is addressed without the
written consent of the entity named as "Report
Prepared By", and in any event, only with proper
written qualification and only in its entirety,
without any additions or modifications.
A limited right of reproduction is hereby granted .
Neither all nor any part of the contents of this
report, the identity of the authors , or the firm with
which the authors are connected , shall be
disseminated to the public through advertising ,
public relations, news, sales, or other media
without prior written consent and approval of the
writer and C.B. Goldsmith & Associates, Inc.
Any use of this report by any other parties, except
for those named as "Report Prepared For",
without our express or written consent, is
prohibited . Should another individual or entity
rely on this analysis or its conclusions without our
consent, they shall indemnify COMPANY, its
inspectors and service providers from all
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 14
damages, losses or expenses that may occur as
a result of its use.
9. This report is not a specification or bid package
for the work and is not to be used or distributed
for such purpose. Any work indicated should be
bid under an exacting bid package, including a
project manual , construction drawings and
specifications, describing specific areas and
construction procedures, preparation of surfaces,
materials , execution and guarantees, and should
contain complete bidding information .
Opinions of cost included herein are based upon
observations made during the site visit and other
information provided by the management and
outside consultants.
Estimated costs are based on information
provided by vendors or consultants, and
commercially available cost date. These
probable costs may differ from actual costs which
are dependent on contractor, field and market
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 15
conditions, work scheduling, materials availability,
labor conditions and bidding procedures.
Estimates are limited to construction related
material and labor costs only. General contractor
overhead , profit, and permit fees and other
project related indirect costs are included in the
cost estimated unless stated. Soft costs
Architectural and Engineering fees are not
included .
The stated costs are probable for the
marketplace. Such statements do not constitute
a warranty or the representation that all items that
may need repair or other actions are included.
For these reasons, this report, or the firm does
not guarantee or warrant that actual proposals,
bids, or construction costs will not vary, possible
significantly, from opinions of probable costs
specified in this report .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 16
Opinions of Costs provided in the report and
should not be interpreted as bids nor offers to
perform work. Proposals , based on detailed
construction documents, should be obtained for
actual construction work.
10. This report is not intended to be a detailed
analysis each site , building, or building system.
This information in this document is not meant to
be or makes no guarantee or warranty, either
expressed or implied of any kind , relating to the
property examined or the work performed by C.B.
Goldsmith & Associates , Inc. This report is solely
an opinion rendered based on a visual
examination of accessible portions of the
property, as shown to us, without invasive or
destructive examination, unless otherwise
indicated in the report.
Mechanical equipment is reviewed without
tests of components or their operations
and without inspection by factory or
service technician representatives, and is
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 17
not a part of the work done on
observations by C.B. Goldsmith &
Associates, Inc.
This report is based on a "standard of care" as
exhibited by professionals with this type of limited
survey. Conditions may exist which can affect the
value and/or performance of this property, but
which may not have been discovered during the
observations.
When there are no on-site records, C.B.
Goldsmith & Associates, Inc., relies on the
Owners, management or agents to provide age of
items and to provide information as to the
operating condition of such equipment, and other
information when reported on/or used in this
report.
This report does not warrant future conditions.
The information contained in this report is based
on the information available at the date of this
report. This report is subject to change and
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 18
revision if new or correcting information becomes
available . All costs, if indicated or reported , are
stated in current dollars. They should be
adjusted for time delays.
11 . This report is not intended to, or will comment on
architectural design elements or the design
intention of the original designers of record.
12. This report did not examine, and was not intended
to, or contain any information with respect to
environmental , indoor air quality, asbestos, lead or
lead paint, swimming pool , pool deck, pool
equipment, pool showers, laundry or maintenance
building issues.
We were not provided with environmental ,
geotechnical , or hazardous conditions reports
involving subject property and we did not notice
any items of environmental concern upon our
physical inspections, except as reported. Thus,
we have specifically assumed the subject is clean
and free from any environmental contamination ,
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 19
except as reported . Unless otherwise stated, this
report is based on the assumption that all
structural members and soil conditions have, and
can continue to, provide the required structural
support.
Unless otherwise stated in this report, the
existence of hazardous material, which may or
may not be present on the property, was not
observed. This report did not examine for, or
report on , the existence of such materials on or in
the property. Writers of this report , however, are
not qualified to detect such substances. The
presence of substances such as asbestos,
ureaformaldehyde foam insulation ,
environmentally suspicious material such as mold,
lead or lead paint, or other potentially hazardous
materials may affect the value of or use of the
property. This report is based on the assumption
that there is no such material on or in the property.
No responsibility is assumed for any such
conditions, or for any expertise or engineering
knowledge required to discover them. The reader
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 20
is urged to retain an expert in this field , if desired,
or if the history of the subject property warrants.
13. Americans With Disabilities Act , evaluation , if
reported or commented on is general in nature
and is intended to highlight the property's general
compliance with this Act and does not represent a
detailed ADA analysis .
The Americans With Disabilities Act ("ADA"),
became a National Law July 261h, 1990. The
Florida ADA Act took effect October 1 si, 1993. We
have not made a specific compliance survey or
analysis of this property to determine whether or
not it is in compliance with the various detailed
requirements of the ADA. It is possible that a
compliance survey of the property, together with a
detailed analysis of the requirements of the ADA
could reveal that the property is not in
conformance with one or more requirements of the
Act. (Based on our limited observations, it
appears that the existing improvements are in
conformance with the ADA requirements) .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake District Office Page 21
The Accessible Buildings: Alterations
Florida Building Code, does not apply to buildings
constructed before October 1 si, 1997.
14. This report did not examine for and has not
reported on the existence of or non-existence of:
Polybutylene piping
Fire retardant plywood
Asphalt shingles
Wood fibre board siding
Exterior insulation & finish systems (EIFS) or other
products that have been the subject of class action
litigation . We suggest that the beneficiaries of this
report investigate the possibility of any
participation in past class action litigation .
15. Unless otherwise defined, reported on, or stated ,
this report assumes that all applicable Federal ,
State, Local zoning , environmental , use, and
building laws, Codes, and Ordinances have been
compl ied with .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
16.
Sun 'N Lake District Office Page 22
C.B. Goldsmith & Associates, lnc.'s, work did not
include evaluation of Building Code and Life
Safety compliance/non-compliance, (except with
respect to the issues cited in this report, is general
in nature and does not represent a detailed and
complete Building Code and Life Safety Code
evaluation). (Our evaluation is intended to
highlight the property's general compliance).
17. It is requested that any information which would
affect the accuracy of this report be made
available to us for review and evaluation as quickly
as possible, including any conditions which are
known to exist which are different then reported ,
observed , or not discovered during our inspection.
Should additional information become available ,
we reserve the right to revise this report, or
opinions and conclusion , if necessary and
warranted , based on any new information
received .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
18.
Sun 'N Lake District Office Page 23
Acceptance of and/or use of this report constitutes
acceptance of the "Qualifications and Limitations
of This Report".
We have no present or prospective interest in the property
that is the subject of this report and we have no personal
interest with respect to the parties involved. We have no
bias with respect to the property that is the subject of this
report or to the parties involved with this assignment.
Our compensation for or engagement in this assignment
is not contingent upon the development or reporting of a
predetermined conclusion that favors the cause of any
persons or entity, the attainment of a stipulated result or
the occurrence of a subsequent event directly related to
the intended use of this report.
END OF REPORT
•
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EXISTING STRUCTURE
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UNDERSIZED WORK AREAS
CODE ENFORCEMENT
COMMUNITY SERVICE DIRECTOR
RESTROOMS
JANITORIAL STORAGE
ADMINISTRATIVE SERVICES COORDINATOR
FINANCE DIRECTOR
SERVER ROOM
GENERAL MANAGER
RECOMMENED SIZE AREAS (OVER EXISTING SIZED AREAS)
EXISTING RECOMMENDED DIFFERENCE
CODE ENFORCEMENT 63 sq.ft. 100 sq .ft (37) sq.ft
COMMUNITY SERVICE DIRECTOR 230 sq.ft. 430 sq .ft . (200) sq.ft . . . RESTROOMS 215 sq.ft . 350 sq.ft. (1 35) sq ft . ,
, . JANITORIAL STORAGE 16 sq .ft. 50 sq.ft. (34) sq.ft . . . . . . ADMINISTRATIVE SERVICES 152 sq.ft . 250 sq.ft. (98) sq.ft.
COORDINATOR . . . . . . . • . FINANCE DIRECTOR 148 sq.ft . 250 sq.ft. (102) sq.ft . . •
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ADDITIONAL REQUIRED PROGRAM
LOBBY
RECEPTION
CASHIER
OFFICE OF DISPUTES
COUNCIL CHAMBER
ASSISTANT TO GENERAL MANAGER
CITY CLERK
COPY ROOM
STORAGE VAULT WITH FILING
BREAK ROOM
PORTABLE SEATING STORAGE
FACILITIES AND SECURITY SUPERVISOR
UTILITY BUILDING SUPERVISOR
FINANCE SUPPORT
FINANCE DIRECTOR
250 sq.ft.
250 sq.ft.
200 sq .ft
150 sq .ft.
2000 sq.ft.
100 sq.ft.
150 sq.ft.
120 sq.ft.
350 sq.ft.
200 sq .ft .
120 sq.ft.
160 sq.ft.
160 sq .ft.
400 sq.ft.
250 sq.ft.
REQU IRED PROGRAM UNDER EXISTING STRUCTURE
AREA UNDER ROOF 8,800 sq.ft.
AREA UNDER AC 6,380 sq.ft
AREA NOT UNDER AC 5500sqft
REQUIRED PROGRAM TOTAL 9,197 sq.ft.
LOBBY
RECEPTION
CASHIER
OFFICE OF DISPUTES
COUNCIL CHAMBER
ASSISTANT TO GENERAL MANAGER
CITY CLERK
COPY ROOM
STORAGE VAULT WITH FILING
BREAK ROOM
PORTABLE SEATING STORAGE
FACILITIES AND SECURITY SUPERVISOR
UTILITY BUILDING SUPERVISOR
FINANCE SUPPORT
FINANCE DIRECTOR
COMMUNITY SERVICE DIRECTOR
RESTROOMS
JANITORIAL STORAGE
ADMINISTRATIVE SERVICES COORDINATOR
FINANCE DIRECTOR
SERVER ROOM
GENERAL MANAGER
CODE ENFORCEMENT
CIRCULATION
250 sq.ft.
250 sq.fl.
200 sq.fl
150 sq.fl.
2000 sq.ft.
100 sq.ft.
150 sq.fl.
120 sq.fl.
350 sq.fl.
200 sq.ft.
120 sq .ft.
160 sq.ft.
160 sq.ft.
400 sq.ft .
250 sq.fl.
430 sq.ft.
350 sq.ft.
50 sq.ft.
250 sq.ft.
250 sq.ft.
100 sq.ft .
350 sq.ft.
100 sq.fl
2,122 sq.fl.
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Copyright © 2016 by C.B. Goldsmith
and Associates, Inc. All rights reserved . The contents of this publication may not be
reproduced without written consent.
A REPORT OF CONDITIONS FOUND
Sun 'N Lake Golf Club
Prepared for:
AT
Mr. Michael Hurley Director of Public Works Sun 'N Lake Improvement District Sebring, FL 33872
CBG&A Project No. 1615
September 12, 2016
and Associates, Inc.
BUILD ING SCIENCES• ROOF ING & EXTERIOR ENVELOPE CONSUL TING• FORENSIC ARCHITECTURE License No. AA-COO 14 79 13101 - 55th Court, Suite 801 Clearwater , Florida 33760 Phone : 727 .540 .0456 FAX: 727 .540 .0305 [email protected]
TABLE OF CONTENTS Description Page 2
IDENTIFICATION OF SUBJECT PROPERTY . ..... ... ........... . . ... ...... 2
LIMITATION OF OUR REPORT ... . ....... . ........ .. .. . .... . ... . .. . .. ... 2
DATE REPORT PREPARED ..... .. ... . .. .. ..... . . ..... ... .. . . . .. . . . . ... 2
REPORT PREPARED BY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
REPORT PREPARED FOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
BUILDING STATISTICS ....... . . . .. ... ... . . . . ..... . . ..... . . .. . .. . ... . . . 3
DOCUMENTS REFERENCED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
BUILDING CODE RESEARCH . . ..... . .. ....... . . . ........... . .. ... ... .. 4
OBSERVATIONS .. . . .. ...... . . .............. . . . ............. .... . ... 4-5
OPINION ... . . .. . .. . ... . .. ... . .... .. ...... .... ......... ....... .. ... 5-6
ECONOMIC EVALUATION ...... .. ... . . ... . ........ . ..... . .... . ...... . 6-7
QUALIFICATIONS OF THIS REPORT . ... . . . . .. ..... . .... . ... . .. .. ... ... 7-20
EXHIBITS - FOLLOWING END OF REPORT
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 2
IDENTIFICATION OF SUBJECT:
LIMITATION OF OUR REPORT:
DATE REPORT PREPARED:
REPORT PREPARED BY:
REPORT PREPARED FOR:
Golf Club Building for:
Sun 'N Lake of Sebring
5323 Sun 'N Lake Blvd .
Sebring, FL 33872
The writer was asked to review the existing subject
building and provide the District with an opinion on the
feasibility of adding to and renovating the existing
structure to accommodate the new and future needs of
an expanded Restaurant, including Banquet Facility and
Kitchen including , rearrangement of space to
accommodate diverse uses and time frames of diners.
September 12, 2016
C. B. Goldsmith & Associates , Inc.
Architects, Exterior Envelope and Forensic Architecture
Consultants
Mr. Michael Hurley
Director of Public Works
Mr. Jim Kurtzeborn , CCM
Golf Club, General Manager
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 3
BUILDING STATISTICS: Highland County records indicate construction of this
facility in 2009.
The building is a perimeter CMU wall bearing structure
with a wood truss system spanning the bearing walls.
Wood trusses extended to the perimeter of the building
to form the exterior bearing walls. A wood deck supports
the metal roof covering . It is anticipated that all interior
walls are non-bearing and can be moved without
effecting the existing roof trusses.
Heating and cooling loads were not calculated. It was
noted that the interiors had non uniform, comfort zones
at changes of occupancies and times.
DOCUMENTS REFERENCED: • Construction documents dated August 22, 2008
(noted as 100% Design Development) on the
printing record titled:
Sun 'N Lake
of Sebring
Recreational Complex
Golf Clubhouse
Sebring, FL
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 4
BUILDING CODE RESEARCH:
OBSERVATIONS:
and noted:
"Work in Progress. Not for Construction"
• Google Earth "Screen" shots of Golf Club site .
Indicate driveways and parking area .
There are no noted code concerns with the existing
facility. The building does have an existing sprinkler
system.
This building is in use, as originally designed, for an
Ala Carte restaurant, an informal gathering place for
golfers and its existing use as a banquet facility when
required .
The uses and times of use change and "tax" the existing
facility. There is no separation of formal or informal
dining with the informal use of the facility by the golfing
community.
We are informed that the formal dining space is at
capacity during the winter season .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 5
OPINION:
The existing kitchen facility is grossly inadequate to
provide the service and quality required and to grow to
the potential of the executive chef and staff.
This writer observed: "Outdoor" space used to store ,
hold and process meals in the need to provide additional
work areas. (This may be a violation of existing Health
Department regulations) .
The expansion of the kitchen and dining facility are
immediate needs.
The ability of the Facility to accommodate enlarged
Banquet Facilities is obtainable without re-engineering
the existing structural system.
The existing site can accommodate the needed
expansion of the Kitchen Facility Ala Carte dining and
the addition of Banquet space utilizing a separate entry
from the formal dining and golf community.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 6
ECONOMIC EVALUATION:
Two (2) preliminary schematic space allocation drawings
have been prepared to address these opinions. The
additional areas allocated to the expanded kitchen had
been left open for the use of a Kitchen consultant to
designate work flow, equipment, storage and garbage
trash disposal from the proposed kitchen areas. (Exhibits
R-1 and R-2)
The added building square footage will require some
structural work at existing exterior bearing walls to
accommodate openings for work flow and traffic. This
addition will require changes in sewers, plumbing,
electrical and HVAC. It is contemplated that the existing
main electrical service will remain and the new Banquet
Facility worked around it.
The approximate future cost of these additional areas
based on 6, 150 square foot of added Dining and
Banquet Space and 3,100 square foot of renovated and
added Kitchen areas should be budgeted for
$2,500.000.00 (See Exhibit R-1 ; R-2)
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 7
QUALIFICATIONS OF THIS REPORT:
The renovation of future additional golfers dining space
should be budgeted at $162,500.00.
Our evaluation of the subject reported is based on the
following information , which we believe to be reliable
1. Materials, documents and information , written
and verbal , supplied by the Owners and/or the
Owner's representatives; or other sources.
2. Observations and information obtained during
field observations. Information contained in this
report is based on the observations of the overall
condition of the various components and
systems as noted at the time of the
observations. Items not mentioned , or items
concealed within construction and not
destructively opened or tested , have neither
been examined nor reported on , and
consequently, we assume no responsibility for
examining, observing , or investigating such items
or conditions. The findings of this report are not
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 8
based on detailed architectural - engineering
studies .
3. Reference material and correspondence from
others.
4. Application of recognized industry standards.
5. Reference material from our files; or the public
domain.
6. CBG&A conducts an on site visual evaluation of
subject property to determine overall condition
as well as general condition of the various
components, parts and systems reported on.
The evaluation is not intended to be a detailed or
quantitive or comprehensive analysis of each
building (or site) or of all the conditions,
deficiencies or damage within the building.
The Owner, or beneficiary of this report, has an
affirmative duty to confirm the existence of noted
or possible hidden defects and deficiencies at all
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
possible locations.
Sun 'N Lake Golf Club Page 9
Maps, plans, photos,
sketches, and diagrams contained in this report
are included only to assist the reader in
visualizing the subject property and the
information in this report.
This report is designed to assess the general
condition of building and site improvements and
make the client aware of conditions which may
have an impact upon the functioning systems
and finishes of the property.
7. Our experience and the experience of our
consultants . Materials received from our
consultants and/or other professionals is
reproduced as received. It is neither the intent of
this report nor the responsibility of C.B.
Goldsmith and Associates, Inc., to present
detailed remedies for any issues.
8. This report is· a copyrighted document. It has
been prepared for the sole benefit of the parties
named as "Prepared For".
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 10
Possession of this report, or a copy thereof, does
not carry with it the right of publication . It may not
be used for any purpose by any person other
than the party to whom it is addressed without the
written consent of the entity named as "Report
Prepared By", and in any event, only with proper
written qualification and only in its entirety,
without any additions or modifications.
A limited right of reproduction is hereby granted.
Neither all nor any part of the contents of this
report, the identity of the authors , or the firm with
which the authors are connected , shall be
disseminated to the public through advertising ,
public relations, news, sales, or other media
without prior written consent and approval of the
writer and C.B. Goldsmith & Associates, Inc.
Any use of this report by any other parties, except
for those named as "Report Prepared For",
without our express or written consent, is
prohibited . Should another individual or entity
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 11
rely on th is analysis or its conclusions without our
consent, they shall indemnify COMPANY, its
inspectors and service providers from all
damages, losses or expenses that may occur as
a result of its use.
9. This report is not a specification or bid package
for the work and is not to be used or distributed
for such purpose. Any work indicated should be
bid under an exacting bid package, including a
project manual, construction drawings and
specifications , describing specific areas and
construction procedures, preparation of surfaces,
materials, execution and guarantees, and should
contain complete bidding information .
Opinions of cost included herein are based upon
observations made during the site visit and other
information provided by the management and
outside consultants.
Estimated costs are based on information
provided by vendors or consultants, and
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 12
commercially available cost date. These
probable costs may differ from actual costs which
are dependent on contractor, field and market
conditions, work scheduling, materials availability,
labor conditions and bidding procedures.
Estimates are limited to construction related
material and labor costs only. General contractor
overhead , profit and permit fees and other
project related indirect costs are included in the
cost estimated unless stated . Soft costs
Architectural and Engineering fees are not
included.
The stated costs are probable for the
marketplace. Such statements do not constitute
a warranty or the representation that all items that
may need repair or other actions are included .
For these reasons, this report, or the firm does
not guarantee or warrant that actual proposals,
bids, or construction costs will not vary, possible
significantly, from opinions of probable costs
specified in this report.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 13
Opinions of Costs provided in the report and
should not be interpreted as bids nor offers to
perform work. Proposals, based on detailed
construction documents, should be obtained for
actual construction work.
10. This report is not intended to be a detailed
analysis each site , building, or bui lding system.
This information in this document is not meant to
be or makes no guarantee or warranty, either
expressed or implied of any kind , relating to the
property examined or the work performed by C.B.
Goldsmith & Associates, Inc. This report is solely
an opinion rendered based on a visual
examination of accessible portions of the
property, as shown to us, without invasive or
destructive examination , unless otherwise
indicated in the report.
Mechanical equipment is reviewed without
tests of components or their operations
and without inspection by factory or
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 14
service technician representatives, and is
not a part of the work done on
observations by C.B. Goldsmith &
Associates, Inc.
This report is based on a "standard of care" as
exhibited by professionals with this type of limited
survey. Conditions may exist which can affect the
value and/or performance of this property, but
which may not have been discovered during the
observations.
When there are no on-site records, C.B.
Goldsmith & Associates , Inc., relies on the
Owners, management or agents to provide age of
items, and to provide information as to the
operating condition of such equipment, and other
information when reported on/or used in this
report .
This report does not warrant future conditions.
The information contained in this report is based
on the information available at the date of this
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 15
report. This report is subject to change and
revision if new or correcting information becomes
available . All costs, if indicated or reported , are
stated in current dollars. They should be
adjusted for time delays.
11. This report is not intended to, or will comment on
architectural design elements or the design
intention of the original designers of record .
12. This report did not examine, and was not intended
to, or contain any information with respect to
environmental , indoor air quality, asbestos, lead or
lead paint, swimming pool , pool deck, pool
equipment, pool showers, laundry or maintenance
building issues.
We were not provided with environmental ,
geotechnical , or hazardous conditions reports
involving subject property and we did not notice
any items of environmental concern upon our
physical inspections, except as reported . Thus,
we have specifically assumed the subject is clean
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 16
and free from any environmental contamination ,
except as reported . Unless otherwise stated, this
report is based on the assumption that all
structural members and soil conditions have, and
can continue to, provide the required structural
support.
Unless otherwise stated in this report, the
existence of hazardous material , which may or
may not be present on the property, was not
observed . This report did not examine for, or
report on, the existence of such materials on or in
the property. Writers of this report, however, are
not qualified to detect such substances. The
presence of substances such as asbestos,
ureaformaldehyde foam insulation ,
environmentally suspicious material such as mold,
lead or lead paint, or other potentially hazardous
materials may affect the value of or use of the
property. This report is based on the assumption
that there is no such material on or in the property.
No responsibility is assumed for any such
conditions, or for any expertise or engineering
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 17
knowledge required to discover them . The reader
is urged to retain an expert in this field , if desired ,
or if the history of the subject property warrants .
13. Americans With Disabilities Act , evaluation , if
reported or commented on is general in nature
and is intended to highlight the property's general
compliance with this Act and does not represent a
detailed ADA analysis .
The Americans With Disabilities Act ("ADA"),
became a National Law July 26th, 1990. The
Florida ADA Act took effect October 1st, 1993. We
have not made a specific compliance survey or
analysis of this property to determine whether or
not it is in compliance with the various detailed
requirements of the ADA. It is possible that a
compliance survey of the property, together with a
detailed analysis of the requirements of the ADA
could reveal that the property is not in
conformance with one or more requirements of the
Act. (Based on our limited observations, it
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Golf Club Page 18
appears that the existing improvements are in
conformance with the ADA requirements).
The Accessible Buildings: Alterations
Florida Building Code, does not apply to buildings
constructed before October 1 si, 1997.
14. This report did not examine for and has not
reported on the existence of or non-existence of:
Polybutylene piping
Fire retardant plywood
Asphalt shingles
Wood fibre board siding
Exterior insulation & finish systems (EI FS) or other
products that have been the subject of class action
litigation . We suggest that the beneficiaries of this
report investigate the possibility of any
participation in past class action litigation .
15. Unless otherwise defined, reported on, or stated,
this report assumes that all applicable Federal ,
State, Local zoning , environmental, use, and
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N lake Golf Club Page 19
build ing laws, Codes, and Ordinances have been
complied with .
16. C.B. Goldsmith & Associates, lnc.'s, work did not
include evaluation of Building Code and Life
Safety compliance/non-compliance, (except with
respect to the issues cited in this report, is general
in nature and does not represent a detailed and
complete Building Code and Life Safety Code
evaluation). (Our evaluation is intended to
highlight the property's general compliance).
17. It is requested that any information which would
affect the accuracy of this report be made
available to us for review and evaluation as quickly
as possible, including any conditions which are
known to exist which are different then reported ,
observed, or not discovered during our inspection.
Should additional information become available,
we reserve the right to revise this report, or
opinions and conclusion, if necessary and
warranted , based on any new information
received.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
18.
Sun 'N Lake Golf Club Page 20
Acceptance of and/or use of this report constitutes
acceptance of the "Qualifications and Limitations
of This Report".
We have no present or prospective interest in the property
that is the subject of this report and we have no personal
interest with respect to the parties involved. We have no
bias with respect to the property that is the subject of this
report or to the parties involved with this assignment.
Our compensation for or engagement in this assignment
is not contingent upon the development or reporting of a
predetermined conclusion that favors the cause of any
persons or entity, the attainment of a stipulated result or
the occurrence of a subsequent event directly related to
the intended use of this report.
END OF REPORT
,I
+ 1,300 SQ-FT
!.." -_:-- •• i:- :: I'-'; !: ' -~ .... . . r .:.,~ r
+1 .000 SQ-FT
It------ '?4. :, . ·t~ H': ;
+3,500 SQ-FT
f-·-:c\ ..l ... ··.-r ,
+2 ,000 SQ-FT ("EXISTING KITCHEN
1 100 SO-FT)
~,-~~-+ 1.650 SQ-FT
~ .~, +3 .500 SQ-FT
R-1 (REVISION-1)
,.·,·,._,,. +1 ,300 SQ-FT
(;~, ';', V . ,., , .,...- +2,000 SQ-FT
---- ('EXISTING KITCHEN ---- 1.100 SQ-FT)
.. ~" ('
~ ~--- -;;;, ·----6
. +650 SQ-FT
rtt ~M-"'f~---l. __ "°7" __ --... ... -::_:-........~==-...,~::::::::::: · i --.......... ,,.'. ·,,,,·-,
+2 ,500 SQ-FT
+3 ,000 SQ-FT
. -'~' ;·' " 'i. -
+3 .500 SQ-FT
R-2 (REVISION-2)
Copyright© 2016 by C.B. Goldsmith and Associates, Inc. All rights reserved. The contents of this publication may not be reproduced without written consent.
A REPORT OF CONDITIONS FOUND
AT
Sun 'N Lake Community Center 3500 Edgewater Dr. Sebring, FL 33872
Prepared for:
Mr. Michael Hurley Director of Public Works Sun 'N Lake Improvement District Sebring, FL 33872
CBG&A Project No. 1615
September 12, 2016
and Associates, Inc.
BUILDING SCIENCES• ROOFING & EXTERIOR ENVELOPE CONSUL TING• FORENSIC ARCHITECTURE License No. AA-C001479 13101 - 56 1
h Court , Suite 801 Clearwater, Florida 33760 Phone : 727 .540 .0456 FAX : 727 .540 .0305 info@cbgoldsmith .com
TABLE OF CONTENTS Description Page 2
IDENTIFICATION OF SUBJECT PROPERTY . ... .. ............ . ............ 2
LIMITATION OF OUR REPORT ...... .... .. . ................ ...... ....... 2
DATE REPORT PREPARED ............................................ 2
REPORT PREPARED BY ... ................... . .... ... ..... . . .. ... .... 2
REPORT PREPARED FOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
BUILDING STATISTICS ............ .. .. ......... ........... ........ ... 3-4
DOCUMENTS REFERENCED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
BUILDING CODE RESEARCH ...................................... .. . 4-5
OBSERVATIONS ........... .... ...... . ..... ...... ... .. . ...... . ...... 5-6
OPINIONS .. .. ......... . .. . .............. .... ....... . .............. 6-7
ECONOMIC EVALUATION . .... ... ...................... . . .. .. . ....... 7-8
QUALIFICATIONS OF THIS REPORT . . .... .. ........... ......... ..... . . 9-22
EXHIBITS FOLLOWING END OF REPORT
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 2
IDENTIFICATION OF SUBJECT:
LIMITATION OF OUR REPORT:
DATE REPORT PREPARED:
REPORT PREPARED BY:
REPORT PREPARED FOR:
The Community Center for:
Sun 'N Lake of Sebring
3500 Edgewater Drive
Sebring, FL 33872
The writer was asked to review the existing subject
building and provide the District with an opinion on the
feasibility of renovating the existing structure to
accommodate new and future needs, including the
relocation of the existing Exercise Facility and
re-purposing some of the existing space.
September 12, 2016
C. B. Goldsmith & Associates, Inc.
Architects, Exterior Envelope and Forensic Architecture
Consultants
Mr. Michael Hurley
Director of Public Works
Sun 'N Lake
Improvement District
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 3
BUILDING STATISTICS: The building is a perimeter CMU wall bearing structure
with a wood truss system spanning the bearing walls .
The structure extended the perimeter of the building to
form an outdoor area with "Step-Up" access to interior
portions of the original building. A wood deck supports
the shingle roof covering.
The site of this stepped down area has been enclosed to
increase the interior space use.
The interior partitions are non bearing and can be
removed without effecting the structure, except for a
supporting beam to enlarge the existing meeting space.
The existing HVAC System is reported as serving its
intended purpose.
Rolled insulation is installed between the bottoms of the
truss chords, making observation of existing trusses
difficult.
Heating and cooling loads were not calculated .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 4
This writer has not been informed of comfort zone
issues.
DOCUMENTS REFERENCED: An existing conditions drawing was prepared to assist in
preparing Schematic drawings (Exhibit C-X).
BUILDING CODE RESEARCH:
Two (2) Schematic drawings of a re-distribution of the
existing space is presented as an Exhibit to this report.
(Exhibits C-1 and C-2) .
Those drawings suggests the removal of the existing
exercise equipment and re-work of the spaces as shown
and with the enlargement of the existing platform stage
area into a performing stage.
This building is considered a Type V-8 construction
(Wood) under the Florida Building Code. The building is
not equipped with automatic sprinklers.
The building occupancy would be classified under
8 (civic administration or use) but could be classified as
an A-3 occupancy when used for public meetings or
large occupancy.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 5
OBSERVATIONS:
The structure would not require compliance to existing
codes if minor renovations were undertaken, (i.e., less
the 50% of the taxable value) but would require an
automated sprinkler system for large occupancy, i.e.,
local theater, movies or public events. Additional code
requirements for a performance may be needed by the
local Fire Marshal.
The existing building structure and mechanical, plumbing
and electrical systems appear to function as intended.
To this writer, the use of the spaces that afford any view
are under utilized while the use of those spaces for
exercise equipment are not utilized to their potential.
The exercise areas are inadequate and do not afford any
space for lockers, toilet rooms, showers, saunas or any
additional exercise equipment necessary for a physical
fitness facility.
The library area does not afford any views or have any
current seating.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 6
OPINION:
The stage area is not large enough , nor fitted with any
equipment for performance or live music and is merely
a raised platform.
The areas on the north side of the building that afford
some exterior views are utilized for storage.
The main hall is oversized for the uses observed by this
writer.
OPTION 1 (See Exhibit C-1)
Re-purpose the existing space to:
• Remove the exercise areas and equipment to
another location.
• Re-purpose the existing library into the exercise
space on the north side of the building and
provide seating for reading . Use existing library
as storage for chairs and tables .
• Add a card room to the north side by utilizing the
space now used for storage.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 7
ECONOMIC EVALUATION:
• Enlarge the meeting space by removing the wall
between the storage space and the existing
meeting room .
These renovations will require raising the floor
level at the North part of the building.
OPTION 2 (See Exhibit C-2)
In addition to the work under OPTION 1, enlarge the
existing platform/stage and add theatrical hardware,
legs, curtains, lighting, audio, dressing area, toilets and
storage to enable local theater performance and
contracted bands or other entertainers.
Provide a large screen and A/V for art films, old movies
or available screenings.
OPTION 1
Budget, approximately, $110,000.00 to $125,000.00 to
re-purpose the North end of this building with a more
desirable use.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
OPTION 2
Sun 'N Lake Community Center Page 8
In addition to the work under OPTION 1, renovate the
space now occupied by the areas on the East side of the
building into a Performing Arts space with facilities for
stage performances.
Budget, approximately, $350,000.00 without extensive
stage rigging.
Budget, approximately, $100,000.00 to ? to provide
rigging , curtains and audio for stage productions.
It should be noted that with the addition of the OPTION
2 work, the main space becomes a profit center for paid
admissions.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 9
QUALIFICATIONS OF THIS REPORT:
Our evaluation of the subject reported is based on the
following information, which we believe to be reliable.
1. Materials, documents and information , written
and verbal , supplied by the Owners and/or the
Owner's representatives; or other sources.
2. Observations and information obtained during
field observations. Information contained in this
report is based on the observations of the overall
condition of the various components and
systems as noted at the time of the
observations. Items not mentioned, or items
concealed within construction and not
destructively opened or tested , have neither
been examined nor reported on, and
consequently, we assume no responsibility for
examining, observing , or investigating such items
or conditions. The findings of this report are not
based on detailed architectural - engineering
studies.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
3.
Sun 'N Lake Community Center Page 10
Reference material and correspondence from
others.
4. Application of recognized industry standards.
5. Reference material from our files ; or the public
domain.
6. CBG&A conducts an on site visual evaluation of
subject property to determine overall condition
as well as general condition of the various
components, parts and systems reported on.
The evaluation is not intended to be a detailed or
quantitive or comprehensive analysis of each
building (or site) or of all the conditions,
deficiencies or damage within the building .
The Owner, or beneficiary of this report, has an
affirmative duty to confirm the existence of noted
or possible hidden defects and deficiencies at all
possible locations. Maps, plans, photos ,
sketches, and diagrams contained in this report
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 11
are included only to assist the reader in
visualizing the subject property and the
information in this report.
This report is designed to assess the general
condition of building and site improvements and
make the client aware of conditions which may
have an impact upon the functioning systems
and finishes of the property.
7. Our experience and the experience of our
consultants. Materials received from our
consultants and/or other professionals is
reproduced as received . It is neither the intent of
this report nor the responsibility of C.B.
Goldsmith and Associates, Inc., to present
detailed remedies for any issues.
8. This report is a copyrighted document. It has
been prepared for the sole benefit of the parties
named as "Prepared For".
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 12
Possession of this report, or a copy thereof, does
not carry with it the right of publication. It may not
be used for any purpose by any person other
than the party to whom it is addressed without the
written consent of the entity named as "Report
Prepared By", and in any event, only with proper
written qualification and only in its entirety,
without any additions or modifications.
A limited right of reproduction is hereby granted .
Neither all nor any part of the contents of this
report, the identity of the authors, or the firm with
which the authors are connected, shall be
disseminated to the public through advertising,
public relations, news, sales, or other media
without prior written consent and approval of the
writer and C.B. Goldsmith & Associates , Inc.
Any use of this report by any other parties, except
for those named as "Report Prepared For",
without our express or written consent, is
prohibited. Should another individual or entity
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 13
rely on this analysis or its conclusions without our
consent, they shall indemnify COMPANY, its
inspectors and service providers from all
damages, losses or expenses that may occur as
a result of its use.
9. This report is not a specification or bid package
for the work and is not to be used or distributed
for such purpose. Any work indicated should be
bid under an exacting bid package, including a
project manual , construction drawings and
specifications, describing specific areas and
construction procedures, preparation of surfaces,
materials, execution and guarantees and should
contain complete bidding information.
Opinions of cost included herein are based upon
observations made during the site visit and other
information provided by the management and
outside consultants.
Estimated costs are based on information
provided by vendors or consultants, and
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 14
commercially available cost date. These
probable costs may differ from actual costs which
are dependent on contractor, field and market
conditions, work scheduling, materials availability,
labor conditions and bidding procedures.
Estimates are limited to construction related
material and labor costs only. General contractor
overhead , profit, and permit fees and other
project related indirect costs are included in the
cost estimated unless stated. Soft costs
Architectural and Engineering fees are not
included .
The stated costs are probable for the
marketplace. Such statements do not constitute
a warranty or the representation that all items that
may need repair or other actions are included .
For these reasons, this report, or the firm does
not guarantee or warrant that actual proposals,
bids, or construction costs will not vary, possible
significantly, from opinions of probable costs
specified in this report.
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 15
Opinions of Costs provided in the report and
should not be interpreted as bids nor offers to
perform work. Proposals, based on detailed
construction documents, should be obtained for
actual construction work.
10. This report is not intended to be a detailed
analysis each site, building, or building system.
This information in this document is not meant to
be or makes no guarantee or warranty, either
expressed or implied of any kind , relating to the
property examined or the work performed by C.B.
Goldsmith & Associates, Inc. This report is solely
an opinion rendered based on a visual
examination of accessible portions of the
property, as shown to us, without invasive or
destructive examination, unless otherwise
indicated in the report .
Mechanical equipment is reviewed without
tests of components or their operations
and without inspection by factory or
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 16
service technician representatives, and is
not a part of the work done on
observations by C.B. Goldsmith &
Associates , Inc.
This report is based on a "standard of care" as
exhibited by professionals with this type of limited
survey. Conditions may exist which can affect the
value and/or performance of this property, but
which may not have been discovered during the
observations.
When there are no on-site records, C.B.
Goldsmith & Associates, Inc., relies on the
Owners, Management or Agents to provide age of
items, and to provide information as to the
operating condition of such equipment, and other
information when reported on/or used in this
report .
This report does not warrant future conditions .
The information contained in this report is based
on the information available at the date of this
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 17
report . This report is subject to change and
revision if new or correcting information becomes
available. All costs, if indicated or reported , are
stated in current dollars. They should be
adjusted for time delays.
11 . This report is not intended to, or will comment on
architectural design elements or the design
intention of the original designers of record .
12. This report did not examine, and was not intended
to, or contain any information with respect to
environmental, indoor air quality, asbestos, lead or
lead paint, swimming pool , pool deck, pool
equipment, pool showers, laundry or maintenance
building issues.
We were not provided with environmental ,
geotechnical , or hazardous conditions reports
involving subject property and we did not notice
any items of environmental concern upon our
physical inspections, except as reported . Thus,
we have specifically assumed the subject is clean
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 18
and free from any environmental contamination ,
except as reported. Unless otherwise stated, this
report is based on the assumption that all
structural members and soil conditions have, and
can continue to, provide the required structural
support.
Unless otherwise stated in this report, the
existence of hazardous material , which may or
may not be present on the property, was not
observed . This report did not examine for, or
report on, the existence of such materials on or in
the property. Writers of this report, however, are
not qualified to detect such substances. The
presence of substances such as asbestos,
ureaformaldehyde foam insulation ,
environmentally suspicious material such as mold ,
lead or lead paint, or other potentially hazardous
materials may affect the value of or use of the
property. This report is based on the assumption
that there is no such material on or in the property.
No responsibility is assumed for any such
conditions , or for any expertise or engineering
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 19
knowledge required to discover them . The reader
is urged to retain an expert in this field , if desired ,
or if the history of the subject property warrants .
13. Americans With Disabilities Act, evaluation, if
reported or commented on is general in nature
and is intended to highlight the property's general
compliance with this Act and does not represent a
detailed ADA analysis.
The Americans With Disabilities Act ("ADA"),
became a National Law July 261h, 1990. The
Florida ADA Act took effect October 1st, 1993. We
have not made a specific compliance survey or
analysis of this property to determine whether or
not it is in compliance with the various detailed
requirements of the ADA. It is possible that a
compliance survey of the property, together with a
detailed analysis of the requirements of the ADA
could reveal that the property is not in
conformance with one or more requirements of the
Act. (Based on our limited observations, it
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 20
appears that the existing improvements are in
conformance with the ADA requirements).
The Accessible Buildings: Alterations
Florida Building Code, does not apply to buildings
constructed before October 1 si, 1997.
14. This report did not examine for and has not
reported on the existence of or non-existence of:
Polybutylene piping
Fire retardant plywood
Asphalt shingles
Wood fibre board siding
Exterior insulation & finish systems (EIFS) or other
products that have been the subject of class action
litigation . We suggest that the beneficiaries of th is
report investigate the possibility of any
participation in past class action litigation.
15. Unless otherwise defined, reported on, or stated ,
this report assumes that all applicable Federal ,
State, Local zoning, environmental, use, and
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
Sun 'N Lake Community Center Page 21
building laws, Codes, and Ordinances have been
complied with.
16. C.B. Goldsmith & Associates, lnc.'s, work did not
include evaluation of Building Code and Life
Safety compliance/non-compliance, (except with
respect to the issues cited in this report, is general
in nature and does not represent a detailed and
complete Building Code and Life Safety Code
evaluation). (Our evaluation is intended to
highlight the property's general compliance).
17. It is requested that any information which would
affect the accuracy of this report be made
available to us for review and evaluation as quickly
as possible, including any conditions which are
known to exist which are different then reported ,
observed, or not discovered during our inspection .
Shou ld additional information become available ,
we reserve the right to revise this report, or
opinions and conclusion , if necessary and
warranted , based on any new information
received .
REPORT OF CONDITIONS FOUND CBG&A PROJECT NO. 1615
18.
Sun 'N Lake Community Center Page 22
Acceptance of and/or use of this report constitutes
acceptance of the "Qualifications and Limitations
of This Report".
We have no present or prospective interest in the property
that is the subject of th is report and we have no personal
interest with respect to the parties involved . We have no
bias with respect to the property that is the subject of this
report or to the parties involved with this assignment.
Our compensation for or engagement in this assignment
is not contingent upon the development or reporting of a
predetermined conclusion that favors the cause of any
persons or entity, the attainment of a stipulated result or
the occurrence of a subsequent event directly related to
the intended use of this report .
END OF REPORT
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RESOLUTION NO. 2016-09/23-42
A RESOLUTION OF THE SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT TO ESTABLISH AND ADOPT THE FINAL BUDGET FOR THE FISCAL YEAR 2017 BASED ON THE ESTIMATE OF REVENUES AND EXPENDITURES FOR THE DISTRICT'S GENERAL, UTILITY, GOLF AND CAPITAL PROJECT FUNDS; CONFIRMING THE ANNUAL OPERATION & MAINTENANCE ASSESSMENT RATES; PROVIDING FOR CONFLICTS; PROVIDING FOR SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE
WHEREAS, the Sun 'n Lake of Sebring Improvement District (hereinafter "District") was created by Ordinance Number 74-4, Highlands County, Florida, as codified at Section 9-81, et seq., Code of Ordinances, Highlands County, Florida, as amended from time to time (hereinafter "Enabling Act"); and
WHEREAS, pursuant to Section 9-99 of the Enabling Act, the District has full authority for the establishment of District projects and finances, and the Board of Supervisors has exclusive jurisdiction and control over all the projects of the District and of the budget and finances of the District; and
WHEREAS, the fiscal year 2017 Operating Budget based on the requirement for expenditures and other uses of all District Operating Funds, as well as the estimate of the revenues and other sources of income, has been prepared by the General Manager of the Sun 'n Lake of Sebring Improvement District and submitted to the Board of Supervisors; and
WHEREAS, the Board of Supervisors initially received the proposed annual budget for the fiscal year 2017 on July 14, 2016, at a public budget workshop, as recommended by the General Manager, and has conducted a second public workshop to analyze and adjust the proposed annual budget on September 9, 2016; and
WHEREAS, a duly noticed public hearing on the tentative budget was held at the September 9, 2016 meeting of the Board of Supervisors; and
WHEREAS, the Board of Supervisors received and reviewed recommendations and comments by the public in the development of the 2017 tentative budget; and
WHEREAS, any typographical corrections from the proposed tentative budget document were printed in the adopted tentative budget; and
WHEREAS, resolution 2016-09/09-37 approving the tentative budget was adopted by the Board of Supervisors following the public hearing; and
Page 1 of3
WHEREAS, the operation and maintenance assessments for fiscal year 2017 were attached as Exhibit "B" to Resolution 2016-09/09-37 and require no revisions based on the final budget; and
WHEREAS, the Board of Supervisors has reviewed the final budget attached hereto as Exhibit "A" and determined that it is in the best interests of the District to adopt the final budget.
NOW THEREFORE BE IT RESOLVED by the Board of Supervisors of the Sun 'n Lake of Sebring Improvement District as follows:
1. That the "WHEREAS" clauses above are true and correct and incorporated herein by reference.
2. That the Final Fiscal Year 2017 Budgets for the General Fund, Utility Fund, Golf and Capital Project Funds of the Sun 'n Lake of Sebring Improvement District for the fiscal year beginning October 1, 2016 and ending September 30, 2017, as set forth in detail in Exhibit "A" attached hereto, and by this reference made a part hereof, be and the same is hereby approved, adopted and accepted as the District Final Budget for the fiscal year 2017.
3. That utilization of General Fund Reserves in the amount of $271 ,550 and URRIF Funds in the amount of $1 ,790,193 for Capital Projects.
4. That the sums as set forth in the attached Exhibit "A" will be appropriated out of the total Operating Budget to the District operating funds, departments and divisions, for fiscal year 2017.
5. That District personnel are directed to post the final adopted budget on the District's official website within 30 days as required by §189.016(4), Florida Statutes.
6. That the proposed operation and maintenance assessments are hereby established in accordance with the schedule attached hereto as Exhibit "B".
7. That all resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict.
8. That if any clause, section, other part or application of this resolution is held by any court of competent jurisdiction to be unconstitutional or invalid, in part or application, it shall not affect the validity of the remaining portions or applications of this resolution.
9. That this resolution shall become effective immediately upon its passage and adoption.
Page 2 of3
10. That all Resolutions or parts of Resolutions that are in conflict herewith be and the same are hereby revoked.
APPROVED AND ADOPTED by the Board of Supervisors of the Sun 'n Lake of
Sebring Improvement District of Highlands County, Florida, this
September, 2016.
Attest:
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT
Larry White, President Board of Supervisors
-------------Christi an Hardman, Board Secretary (SE AL)
Page 3 of3
day of
Sun 'n Lake of Sebring Improvement District Budget Summary - All Funds
2016-2017 Budget General Utility Golf Capital Projects
Fund Fund Fund Fund Totals REVENUES AND OTHER SOURCES
Assessments $ 3,540,000 $ $ $ 3,540,000 Penalty on Assessments 50,000 50,000 Charges for Bill ing Services 26,000 26,000 Pool and Fitness Memberships 35,000 35,000 Investment Earnings 20,000 20,000 Miscellaneous General Revenues 105,000 105,000 Charges for Water and Sewer Services 2,187,000 2,187,000 Other Income 91,000 79,900 170,900
Investment Earnings 25,000 25,000 Golf Memberships and Course Fees 2,219,000 2,219,000 Food and Beverage 1,260,000 1,260,000
Funding from Reserves 271,550 1,790,193 2,061,743
Transfers 624,440 624,440
Total Revenue and Other Sources $ 4,047,550 $ 2,303,000 $ 4,183,340 $ 1,790,193 $ 12,324,083
EXPENDITURES BY COST CENTER Administration $ 677,015 $ $ $ 677,015
Community Services 182,733 182,733
Recreation 321,406 321,406
Finance 317,148 317,148
Code Enforcement 126,091 126,091
Security 234,874 234,874
Bu ildings and Grounds 411,500 411,500
Roads and Drainage 1,099,614 1,099,614
Customer Service 244,349 244,349
Utility Operations 1,329,686 1,329,686
Conservation & Resource Management 148,516 148,516
Contingency 52,729 32,449 10,000 95,178
Reserves for URRIF/lmpact Fees 548,000 548,000
Golf Operations 2,984,334 2,984,334
Restaurant Operations 1,189,006 1,189,006
Maintenance Facility 1,790,193 1,790,193
Transfers 624,440 624,440
Total Expenditures by Cost Center $ 4,047,550 $ 2,303,000 $ 4,183,340 $ 1,790,193 $ 12,324,083
EXHIBIT
I "
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017
ACTUAL ESTIMATED AMENDED FINAL ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
REVENUES AND OTHER SOURCES
001-3191000 Assessments-Ma int. Fees $ 3,395,141 $ 3,440,210 $ 3,540,000 $ 3,540,000
001-3198000 Phase V Collection Fees 17,409 15,125 16,000 16,000
001-3198100 Unit 16 A&C Collection Fees 10,741 8,090 10,000 10,000
001-3200000 Licenses & Permits 1,000 1,000 1,000 1,000
001-3313100 Insurance Reimbursement 17,391 14,500
001-3425500 Code Enforcement Violations 16,242 16,240 10,000 10,000
001-3472000 Memberships 39,027 39,515 35,000 35,000
001-3472100 Pool Admission Revenue 11,625 10,845 8,000 8,000
001-3472500 Miscellaneous Pool Revenue 2,981 4,060 1,000 1,000
001-3472600 Tennis Admission Revenue 1,870 1,130 2,000 2,000
001-3474000 Special Events 39,673 36,740 30,000 30,000
001-3491000 Newsletter Advertising 2,450 8,100 3,000 3,000
001-3492000 Event Sponsors 3,869 3,330
001-3495000 GPS Advertising Revenue 22,067 15,245 25,000 20,000
001-3610000 Interest Income 30,931 21,080 20,000 20,000
001-3621000 Community Center Fees 14,742 11,575 10,000 10,000
001-3644900 Disposition of Fixed Assets 2,000
001-3680000 Penalty Income 55,360 60,565 50,000 50,000
001-3694000 Reimbursement for Legal Svcs 15,923 21,975 10,000 10,000
001-3699000 Miscellaneous Revenue 13,413 26,650 5,000 10,000
Total Operating Revenues 3,711,855 3,757,975 3,776,000 3,776,000
001-3810000 Transfer In 36,000
001-3849000 Prior Years Fund Balance 887,854 271,550
001-3899000 URRIF 1,270,000
TOTAL REVENUES AND OTHER SOURCES $ 3,711,855 $ 3,793,975 $ 5,933,854 $ 4,047,550
1
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016
ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
ADMINISTRATION EXPENDITURES
001-512-1200 Salaries & Wages $ 126,366 $ 91,535
001-512-1250 Salaries - Board Members 18,000 18,300
001-512-2100 FICA 11,078 8,860
001-512-2200 Retirement Contributions 9,138 4,780
001-512-2300 Life & Health Insurance 13,983 10,735
001-512-2400 Insurance - Workers' Comp 1,445 1,545
001-512-2500 Unemployment Comp 6,670 940
001-512-3110 Legal Fees - General 97,301 163,680
001-512-3113 Legal Fees - Foreclosures 20,119 64,200
001-512-3114 Legal Fees - Thompson 28,075
001-512-3120 Engineering Fees 47,564 34,440
001-512-3130 IT Support 19,166 19,705
001-512-3140 Consultants Fees 14,627 41,240
001-512-3250 Contract Labor 495
001-512-4010 Travel & Training 3,452 3,400
001-512-4100 Telephone 10,472 6,900
001-512-4130 Postage 1,103 2,750
001-512-4300 Utilities 12,799 11,500
001-512-4400 Rentals & Leases 9,102 9,670
001-512-4500 Insurance - Property/Liab 30,501 23,580
001-512-4700 Printing & Stationery 1,207 1,500
001-512-4800 Legal Advertising 4,299 5,980
001-512-4810 Promotions 6,792 6,200
001-512-4900 Miscellaneous 1,678 2,200
001-512-5100 Office Expense 20,670 21,100
001-512-5210 Gasoline & Oil 520 645
001-512-5400 Dues & Subscriptions 5,294 5,500
001-512-6100 Land Acquisition
001-512-6400 Equipment Computer Upgrades 4,148 13,200
TOTAL ADMINISTRATION $ 526,064 $ 574,085
2
2015-2016 2016-2017
AMENDED FINAL
BUDGET BUDGET
$ 78,140 $ 80,740
18,000 18,000
7,360 7,555
6,200 6,200
16,000 13,000
1,590 1,590
8,000 8,000
120,000 160,000
20,000 40,000
35,000 40,000
20,000 20,000
75,000 110,000
5,000 5,000
10,000 10,000
3,000 3,000
12,000 12,000
10,000 10,000
34,430 34,430
4,000 4,000
5,000 6,000
7,000 7,000
3,000 3,000
25,000 25,000
500 500
8,000 7,000
25,000 30,000
15,000 15,000
$ 572,220 $ 677,015
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016
ACTUAL ESTIMATED ACCOUNT NUMBER DESCRIPTION ACTUAL
COMMUNITY SERVICES
001-513-1200 Salaries & Wages $ 55,805 $ 56,100
001-513-2100 FICA 4,239 4,280
001-513-2200 Retirement Contributions 2,685 2,680
001-513-2300 Life and Health Insurance 4,481 6,190
001-513-2400 Insurance - Workers' Comp 449 480
001-513-4010 Travel and Training 924 1,100
001-513-4100 Telephone/Communications 1,141 1,625
001-513-4130 Postage 20 2,000
001-513-4500 Insurance Property/Liability 915 824
001-513-4700 Printing and Stationery 18,289 21,615
001-513-4800 Advertising 20,010 29,000
001-513-4810 Promotions 31,436 35,800
001-513-5100 Office Expense 749 1,000
001-513-5200 Operating Supplies 417 2,250
001-513-5400 Dues and Subscriptions 250 550 TOTAL COMMUNITY SERVICES $ 141,810 $ 165,494
3
2015-2016 2016-2017
AMENDED FINAL BUDGET BUDGET
$ 57,280 $ 60,061
4,400 4,595
3,000 3,750
7,200 6,200
493 493
3,500 1,900
1,600 1,600
2,000 2,000
1,034 1,034
24,200 24,200
35,500 35,500
37,500 37,500
1,000 1,000
2,300 2,300
600 600
$ 181,607 $ 182,733
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016
ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
RECREATION SERVICES
001-515-1200 Salaries & Wages $ 117,237 $ 119,335
001-515-2100 FICA 8,707 8,880
001-515-2200 Retirement Contributions 2,282 2,655
001-515-2300 Life and Health Insurance 16,519 20,020
001-515-2400 Insurance - Workers' Comp 1,445 1,550
001-515-3130 IT Support 1,585 1,700
001-515-3400 Janitorial Services 21,918 19,135
001-515-3450 Contractual Instructors 6,997 4,700
001-515-4010 Travel & Training 596 35
001-515-4100 Telephone 2,082 6,385
001-515-4130 Postage 16 500
001-515-4300 Utilities - Recreation 18,466 17,835
001-515-4350 Utilities - Community Center 10,306 8,330
001-515-4500 Insurance - Property/Liab 5,838 4,520
001-515-4630 Facilities Repair & Maint 10,130 21,430
001-515-4630 Pool Replacement Parts
001-515-4640 Landscaping Maintenance 2,921 2,185
001-515-4810 Special Events 53,798 51,460
001-515-5100 Office Expense 5,543 6,490
001-515-5200 Operating Supplies 4,765 4,000
001-515-5210 Chemicals 9,619 9,490
001-515-5220 Uniforms 542 500
001-515-5230 Waste Removal 4,920 5,480
001-515-5276 License & Permits 360 360
001-515-6202 Racquet Club Restrooms
& Storage Building 111,820
001-515-6300 Tennis/Pickleball Courts 269,081 9,200
001-515-6301 Rec Complex Site Work 12,817
001-515-6302 Basketball Court Renovation 14,900
001-515-6303 Pavers for golf cart parking area 7,900
001-515-6400 Equipment 43,024 87,950
TOTAL RECREATION SERVICES $ 631,514 $ 548,745
4
2015-2016 2016-2017
AMENDED FINAL
BUDGET BUDGET
$ 121,270 $ 122,656
9,280 9,385
3,700 3,750
26,500 22,025
1,590 1,590
2,000 2,000
20,000 10,000
7,300 7,300
600 600
2,000 2,000
500 500
20,000 20,000
8,500 8,500
6,600 6,600
12,000 15,000
5,000
3,000 3,000
54,000 54,000
6,000 6,000
4,000 5,000
11,000 9,000
500 500
6,000 5,500
500 500
100,000
9,201
15,000
10,000
96,500 1,000
$ 557,541 $ 321,406
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
FINANCE
001-516-1200 Salaries & Wages $ 141,054 $ 124,540
001-516-2100 FICA 9,898 8,930
001-516-2200 Retirement Contributions 6,987 6,120
001-516-2300 Life & Health Insurance 53,854 42,290
001-516-2400 Insurance - Workers' Comp 678 725
001-516-3130 IT Support 12,685 13,405
001-516-3200 Accounting/Auditing Fees 10,000 10,500
001-516-4010 Travel & Training 3,839 750
001-516-4100 Telephone 1,206 5,435
001-516-4130 Postage 5,132 5,500
001-516-4500 Insurance Property/Liability 915 700
001-516-4630 Repairs & Maintenance 540
001-516-4930 Real Estate Taxes 27,244 36,500 001-516-5100 Office Expense 7,074 10,200
001-516-5400 Dues & Subscriptions 1,137 250 TOTAL FINANCE $ 282,243 $ 265,845
5
2015-2016 2016-2017
AMENDED FINAL BUDGET BUDGET
$ 138,410 $ 162,048
10,600 12,400
7,000 8,200
58,800 40,070
746 746
20,000 20,000
10,500 10,750
4,000 4,000
1,400 1,400
6,000 6,000
1,034 1,034
1,000 1,000
35,000 38,000 10,000 10,000
1,500 . 1,500
$ 305,990 $ 317,148
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016
ACTUAL ESTIMATED ACCOUNT NUMBER DESCRIPTION ACTUAL
CODE ENFORCEMENT
001-521-1200 Salaries & Wages $ 46,656 $ 60,990
001-521-2100 FICA 3,679 4,180
001-521-2200 Retirement Contributions 1,942 1,950
001-521-2300 Life & Health Insurance 28,967 31,630
001-521-2400 Insurance - Workers ' Comp 678 700
001-521-3410 Special Magistrate 4,510 7,945
001-521-4010 Travel & Training 1,533 3,300
001-521-4100 Telephone 1,053 800
001-521-4130 Postage 862 1,350
001-521-4500 Insurance - Property/Liab 936 900
001-521-4630 Repairs & Maintenance 2,398 485
001-521-5200 Operating Supplies 2,905 1,300
001-521-5210 Gasoline & Oil 747 950
001-521-5220 Uniforms 130
001-521-5400 Dues & Subscriptions 125 35
001-521-6400 Equ ipment 12,958
TOTAL CODE ENFORCEMENT $ 110,079 $ 116,515
6
2015-2016 2016-2017 AMENDED FINAL
BUDGET BUDGET
$ 61,200 $ 63,390
4,700 4,850
3,100 3,200
32,750 32,750
746 746
8,000 8,000
2,000 2,000
1,200 1,200
500 500
1,155 1,155
3,000 3,000
3,000 3,000
2,400 2,000
150 150
150 150
$ 124,051 $ 126,091
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
PUBLIC SAFETY - SECURITY
001-529-1200 Salaries & Wages $ 147,061 $ 128,840 001-529-2100 FICA 11,450 9,915 001-529-2200 Retirement Contributions 2,182 1,035 001-529-2300 life & Health Insurance 2,763 4,600
001-529-2400 Insurance - Workers' Comp 4,137 4,350
001-529-3250 Contract Labor 3,360 001-529-4010 Travel & Training 2,330 2,400
001-529-4100 Telephone 1,591 1,400
001-529-4500 Insurance - Property/Liab 2,248 2,025
001-529-4630 Repairs & Maintenance 8,214 10,870
001-529-5100 Office Expense 398 800
001-529-5200 Operating Supplies 1,927 3,570
001-529-5210 Gasol ine & Oil 12,439 11,500
001-529-5220 Uniforms 3,001 2,600
001-529-6400 Equipment 27,681 9,950 TOTAL PUBLIC SAFETY - SECURITY $ 227,422 $ 197,215
7
2015-2016 2016-2017
AMENDED FINAL BUDGET BUDGET
$ 149,840 $ 140,233
11,500 10,750
2,850 1,425
5,830 3,675
4,550 4,550
7,500 5,000
3,000 3,000
1,200 1,200
2,541 2,541
6,000 10,000
500 500 2,000 2,000
19,000 15,000
3,000 3,000
10,000 32,000 $ 229,311 $ 234,874
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
BUILDINGS/GROUND MAINTENANCE
001-540-1200 Salaries & Wages $ 75,529 $ 76,910
001-540-2100 FICA 5,089 5,355
001-540-2200 Retirement Contributions 2,378 2,200
001-540-2300 Life & Health Insurance 37,198 33,230
001-540-2400 Insurance - Workers' Comp 2,990 3,200
001-540-4100 Telephone 751 575
001-540-4300 Utilities 8,493 7,600
001-540-4305 Grounds Expense - CC Reim 74,188 87,590
001-540-4500 Insurance - Property/Liab 4,126 3,350
001-540-4600 Repairs & Maintenance 57,662 119,180
001-540-4650 Maintenance - Landscaping 6,268 12,785
001-540-5200 Operating Supplies 10,863 9,200
001-540-5210 Gasoline & Oil 7,577 8,700
001-540-5220 Uniforms 631 1,450
001-540-5230 Waste Removal 3,408 6,800
001-540-6200 Buildings - EMS/Fire Station 100,000
001-540-6201 Buildings - Maintenance Facility 21,600 92,500
001-540-6202 Buildings - Gate for Restaurant 4,075
001-540-6250 Building Improvements 5,803
001-540-6300 Signage & Landscaping 40,519 229,000
001-540-6350 Power Line Enhancements
001-540-6400 Equipment 90,732
TOTAL BUILDINGS/GROUND MAINT. $ 459,880 $ 799,625
8
2015-2016 2016-2017
AMENDED FINAL
BUDGET BUDGET
$ 87,600 $ 96,537
5,950 7,385
3,700 4,550
38,120 36,725
3,289 3,289
1,000 1,000
9,000 9,000
73,370 79,900
4,664 4,664
89,105 80,000
10,000 10,000
12,000 12,000
9,500 9,500
1,000 1,000
6,000 6,000
100,000
1,420,000
227,077 25,600
20,000
4,350
$ 2,101,375 $ 411,500
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016
ACTUAL ESTIMATED ACCOUNT NUMBER DESCRIPTION ACTUAL
ROAD & DRAINAGE MAINTENANCE
001-541-1200 Salaries & Wages $ 215,894 $ 198,105 001-541-2100 FICA 15,671 15,000
001-541-2200 Retirement Contributions 6,031 6,050
001-541-2300 Life & Health Insurance 63,285 64,000
001-541-2400 Insurance - Workers ' Comp 7,356 7,955
001-541-3120 Engineering Fees 14,212 48,000
001-541-4100 Telephone 1,905 1,730
001-541-4300 Electric/Street Lights 65,470 64,075
001-541-4400 Rentals & Leases 300
001-541-4500 Insurance - Property/Liab 13,630 10,500
001-541-4600 Repairs & Maintenance 86,817 76,500
001-541-5200 Operating Supplies 7,742 10,650
001-541-5210 Gasoline & Oil 15,293 11,030
001-541-5220 Uniforms 2,132 1,850
001-541-5300 Road Materials & Supplies 13,777 12,000
001-541-5321 Drainage Maintenance 101 155,000
001-541-6300 Roads & Sidewalks 262,943 278,500
001-541-6301 Street Light Installation 9,300
001-541-6400 Equipment 17,584 79,045 TOTAL ROAD & DRAINAGE MAINT. $ 809,843 $ 1,049,590
9
2015-2016 2016-2017
AMENDED FINAL BUDGET BUDGET
$ 212,020 $ 249,347
16,220 19,075
10,600 12,470
65,500 90,830
8,092 8,092
40,000 40,000
2,000 2,000
70,000 70,000
10,000 10,000
15,300 15,300
85,000 100,000
9,000 9,000
18,000 18,000
2,500 2,500
20,000 20,000
155,000 225,000
280,000 110,000
15,000 5,000
80,000 93,000
$ 1,114,232 $ 1,099,614
Sun 'n Lake of Sebring Improvement District
General Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 ACTUAL ESTIMATED
ACCOUNT NUMBER DESCRIPTION ACTUAL
CONTINGENCY /TRANSFERS
001-589-8100 Reserve for Contingency $ 001-589-8210 Transfer Out - Golf Operating 176,224 225,000
001-589-8220 Transfer Out - Golf Capital 911,618 285,000
TOTAL CONTINGENCY/TRANSFERS $ 1,087,842 $ 510,000
TOTAL EXPENDITURES $ 4,276,697 $ 4,227,114
REVENUES OVER/(UNDER) EXPENDITURES $ (564,842) $ (433,139)
10
2015-2016 2016-2017 AMENDED FINAL
BUDGET BUDGET
$ 47,570 $ 52,729
328,457 378,500
371,500 245,940
$ 747,527 $ 677,169
$ 5,933,854 $ 4,047,550
$ $
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
REVENUES & OTHER SOURCES
402-3433000 Unmetered Sales - W:lter $ 9,688 $ 8,800 $ 8,000
402-3433100 Metered Sales - Water 669,051 834,800 791,000
402-3433150 Impact Fees - Water 4,800 4,000 4,000
402-3433200 Backflow Sales 3,140 4,100 3,000
402-3435000 Flat Rate - Sewer 1,227,682 1,262,150 1,215,000
402-3435050 Impact Fees - Sewer 9,600 9,300 8,000
402-3436000 Miscellaneous Service Rev. 53,928 57,500 40,000
402-3436100 Connection Fees 25,600 21,800 20,000
402-3436200 New Water Meter Fees 3,965 3,450 3,000
402-3610000 Interest Income 31,274 28,000 25,000
402-3644900 Disposition of Fixed Assets 10,155
402-3695000 Late Penalty Income 7,989 14,200 8,000
402-3698000 Insurance Reimbursement 12,295 1,200
402-3699000 Miscellaneous Revenues 1,469 600 1,000
TOTAL OPERATING REVENUES 2,070,636 2,249,900 2,126,000
402-3849000 Prior Years Reserve 871,500
402-3899000 URRIF
402-3899100 Impact Fees 300,000
TOTAL REVENUES AND OTHER SOURCES $ 2,070,636 $ 2,249,900 $ 3,297,500
1
2016-2017 FINAL
BUDGET
$ 8,000
929,000
4,000
3,000
1,250,000
8,000
40,000
20,000
3,000
25,000
12,000
1,000
2,303,000
$ 2,303,000
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
CUSTOMER SERVICE
402-536-1200 Sala ries & Wages $ 92,081 $ 88,400 $ 95,990
402-536-2100 FICA 6,569 6,500 7,340
402-536-2200 Retirement Contributions 4,008 4,500 4,800
402-536-2300 Life & Health Insurance 22,842 21,600 16,995
402-536-2400 Insurance - \MJrkers ' Comp 449 490 493
402-536-3130 IT Support 12,863 12,500 14,000
402-536-4100 Telephone 3,171 1,950 3,000
402-536-4130 Postage 19,049 22,200 20,000
402-536-4300 Utilities 3,660 3,750 4,000
402-536-4400 Rentals & Leases 7,738 8,100 8,290
402-536-4500 Insurance - Prop/Liab 1,070 900 1,210
402-536-4630 Repairs & l'v'Bint. - Equip. 2,467 5,000
402-536-4950 Bad Debts 3,891 1,000
402-536-5100 Office fxpense 12,847 15,000 15,000
402-536-5200 Operating Supplies 1,165 750 2,500
402-536-5637 Low Pressure Pumps 20,288 6,700 25,000
402-536-6401 Computer Equip Upgrades 5,000
TOTAL CUSTOMER SERVICE $ 214,158 $ 193,340 $ 229,618
2
2016-2017 FINAL
BUDGET
$ 99,139
7,585
4,950
19,472
493
14,000
2,000
25,000
4,000
8,000
1,210
5,000
1,000
15,000
2,500
25,000
10,000
$ 244,349
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
CONSERVATION & RESOURCE MANAGEMENT
402-537-1200 Salaries & Wages $ 71,463 $ 60,000 $ 70,790
402-537-2100 FICA 5,326 4,400 5,500
402-537-2200 Retirement Contributions 1,848 1,900 3,600
402-537-2300 Life & Health Insurance 9,503 31,000 18,592
402-537-2400 Insurance - \M::>rkers' Comp 673 720 740
402-537-3250 Contract Labor 19,638 20,000 20,000
402-537-4010 Travel & Training 4,885 2,500 10,000
402-537-4100 Telephone 626 575 600
402-537-4400 Equipment Rental 10,000
402-537-4500 Insurance - Prop/Liab 2,087 1,750 2,365
402-537-4600 Repair & 1\/aintenance 73,384 66,000 80,000
402-537-4610 Reforestation 24,132 10,000
402-537-5200 Operating Supplies 4,839 2,750 7,000
402-537-5213 Small Tools 10,423 1,000 10,000
402-537-5227 Chemicals 39,830 40,000 40,000
402-537-6200 Buildings
Wash Water Recycling Facility
402-537-6300 Improvements Other Than Bldgs
Ponce De Leon Culvert Replacement 125,000 125,000
402-537-6301 lmprov-l\/aronda Drainage
Phase II Carryforward 13,213 127,500 108,830
402-537-6400 Equipment - Side Arm for 35,000
Boom Mower
TOTAL CONSERVATION & RESOURCE MANAGEMENT $ 316,870 $ 485,095 $ 523,017
3
2016-2017 FINAL
BUDGET
$ 54,156
4,145
2,710
8,800
740
20,000
5,000
600
2,365
5,000
5,000
40,000
$ 148,516
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
OPERATIONS
402-538-1200 Salaries & Wages $ 363,033 $ 333,550 $ 334,665
402-538-2100 FICA 26,132 24,500 25,600
402-538-2200 Ret irement Contribut ions 14,064 9,750 20,500
402-538-2300 Life & Health Insurance 64,553 74,500 91,500
402-538-2400 Insurance - Vvorkers ' Comp 2,791 3,000 3,070
402-538-3120 Engineering Fees 36,788 36,000 40,000
402-538-3130 IT Support 1,097 1,400 3,500
402-538-3200 Accounting/Auditing Fees 10,500 10,500 10,500
402-538-4010 Travel & Training 8,050 5,000 12,500
402-538-4100 Telephone 6,852 7,500 7,500
402-538-4315 Bectric/Pump/Water 54,955 58,000 56,000
402-538-4316 Bectric/Pump/Sewer 69,922 83,500 72,000
402-538-4400 Equipment Rental 6,153 5,550 10,000
402-538-4500 Insurance - Property/Liab 45,488 38,500 43,560
402-538-4610 Liftstation/l\/lanhole Repairs 40,000
402-538-4620 Valve Replacements 3,750 40,000
402-538-4630 Repairs & Maint .-Water Equip 26,717 37,300 50,000
402-538-4635 Repairs & Ma int .-Sewer Equip 54,979 67,650 62,565
402-538-4650 Repairs & Maint. -Water Ma ins 17,228 26,300 60,000
402-538-4652 Repairs & Maint. -Sewer Mains 23,060 24,500 25,500
402-538-5100 Office Expense 2,034 4,000 4,000
402-538-5210 Gasoline & Oil 17,447 12,250 18,000
402-538-5215 Operating Supplies - Water 14,200 17,000 15,000
402-538-5216 Operating Supplies - Sewer 15,649 27,000 15,000
402-538-5218 Testing - Water 4,549 6,250 6,000
402-538-5219 Testing - Sewer 23,797 19,500 16,000
402-538-5220 Uniforms 2,994 5,200 3,500
402-538-5225 Chemicals - Water 29,879 29,000 32,000
402-538-5226 Chemicals - Sewer 24,552 27,500 30,000
2016-2017 FINAL
BUDGET
$ 390,318
29,900 20,500
80,588
3,070
40,000
3,500
10,750
12,500 7,500
56,000
72,000
8,000
43,560
10,000 10,000
50,000
95,000
60,000
25,500 4,000
18,000
15,000
15,000 6,000
16,000
3,500
32,000
30,000
Continued Next Page
4
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Vear 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
OPERATIONS {Continued)
402-538-5230 Waste Removal 3,408 5,500 3,000
402-538-5251 Sludge Hau ling 21,403 29,000 30,000
402-538-5276 Licenses & Perm its 6,582 250 5,000
402-538-5400 Dues & Subscriptions 940 1,100 2,000
402-538-6300 Sewer Improvements 4,500 60,000
402-538-6301 lmprov-AP Interconnect
402-538-6303 lmprov-Unit 23 SCADA 40,000
402-538-6305 \NNTP Unit 23 Blowers 218,000 220,000
402-538-6306 Water Line Extension 166,000 180,000
402-538-6307 \NNTP Joint Sealing 154,100 185,670
402-538-6400 Vac Trailer & GPR Locator 71,050
402-538-6401 Emergency Generator - Unit 23 99,500 125,000
402-538-6402 Equipment - Truck 28,000 30,000
402-538-6403 Portable Jet Pump 37,435 37,435
402-538-6404 Utility Vehicle
402-538-6405 Camera System
TOTAL OPERATIONS s 1,070,846 s 1,741,835 s 2,066,565
5
2016-2017 FINAL
BUDGET
4,500
30,000
6,000
2,000
60,000
40,000
9,000
10,000
s 1,329,686
Sun 'n Lake of Sebring Improvement District
Utility Fund Budget
Fiscal Vear 2016/2017
2014-2015 2015-2016 2015-2016 ACTUAL ESTIMATED AMENDED
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET
CONTINGENCY, NON-OPERATING
402-589-8100 Reserve For Contingency $ $ $ 40,300
402-589-8110 Reserve For URRIF $ $ 426,000
402-589-8120 Reserve For Impact Fees $ $ 12,000
TOTAL CONTINGENCY, NON-OPERATING $ $ $ 478,300
TOTAL UTILITY FUND EXPENDITURES $ 1,601,874 $ 2,420,270 $ 3,297,500
REVENUE OVER/(UNDER) EXPENDITURES $ 468,762 $ (170,370) $
6
2016-2017 FINAL
BUDGET
$ 32,449
$ 536,000
$ 12,000
$ 580,449
$ 2,303,000
$
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
OTHER OPERATIONAL EXPENSES
Golf Operat ions Expense:
6001-50-000 Utilit ies-Electric-GS 13,152 12,110 12,202 13,500 6004-50-000 Phone-Cell-GS 931 1,200 1,200 1,200 6101-50-000 Suppl ies-GS 17,373 11,300 11,350 11,350 6204-50-000 Cart Repairs-GS 658 4,900 2,400 3,600 6406-50-000 Pest Control 197 6409-50-000 Linen/Laundry-Golf 10 462 200 6603-50-000 Employee Testing-Hiring-GS so so 6605-50-000 Training/Staff/Development 2,217 6606-50-000 Travel/Education-GS 3,463 3,225 3,600 3,400 6607-50-000 Uniforms-GS 3,385 2,600 3,600 3,400 6608-50-000 Veh icle Mileage 95 6802-50-000 Golf Cart Rental -GS 1,200 2,700 1,000 1,200
8012-50-000 Chamber/ Organization Dues 120 1,350 1,560 1,500 8110-50-000 Subscriptions 13,380 16,100 18,480 18,480 9000-50-000 M iscellaneous-GS 2,271 1,550 2,400 2,400 9001-50-000 Driving Range Supplies (Balls, -GS 4,166 7,300 4,000 4,400
9002-50-000 Handicap-GS 4,081 5,425 3,790 4,900
9004-50-000 Shipp ing-Merch Resale 24
Total Golf Operating Expenses 66,723 69,760 66,094 69,580
5
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
General & Administrative Expense:
6001-70-000 Utilities-Electric-G&A 40,219 36,250 38,900 38,000 6002-70-000 Utilities-Gas/Propane-G&A 8,373 8,600 10,150 9,600
6004-70-000 Phone - Cell 919 2,100 1,200 1,800 6005-70-000 Phone - Telco-G&A 12,557 8,850 11,411 12,000 6101-70-000 Supplies - G&A 81 3,300 6103-70-000 Supplies-Office-G&A 6,600 9,000 5,283 6,600 6201-70-000 Building Maint and Repair-G&A 18,772 23,200 9,000 18,000 6202-70-000 Equip Maint/Repair-Fix-G&A 5,267 4,400 2,400 4,800 6203-70-000 Equ ip Maint/Repair-Prevent-G&A 1,388 2,700 4,800 2,400 6301-70-000 Licenses, Fees, and Permits -G&A 250 250 6303-70-000 Bank Fees-G&A 508 2,200 4,500 2,500
6305-70-000 Cred it Card Fees-G&A 39,724 39,450 38,200 39,500
6307-70-000 Legal/Accounting/Professional -G&A 4,556 4,350 3,500 3,500
6313-70-000 BCG Management-G&A 108,000 108,000 108,000 120,000
6314-70-000 BCG Incentive - G&A 30,000 6314-70-000 Payroll Processing-G&A 12,789 13,200 15,000 13,000
6404-70-000 Clubhouse Cleaning Service-G&A 22,902 25,500 22,080 26,400
6405-70-000 Garbage Removal -G&A 4,100 5,700 6,136 6,136
6406-70-000 Pest Control-G&A 2,352 2,800 2,268 2,350
6407-70-000 Security-G&A 2,038 650 2,400 2,000
6501-70-000 IT Support-G&A 16,369 13,000 6,000 12,000
6502-70-000 Computer Supplies/Equipment 186 315
6504-70-000 Internet Access/VPN-G&A 6,831 5,870 5,880 6,500
6505-70-000 TV /Cable or Dish-G&A 224
6506-70-000 POS System Hardware-G&A 8,336 10,900 15,409 12,000
6601-70-000 Education-G&A 3,052 2,515 2,000 2,000
6602-70-000 Employee Meals-G&A 6,236 7,100
6603-70-000 Employee Testing-Hiring-G&A 288 550 350 350
6605-70-000 Training/Staff Development 448 150
6606-70-000 Travel/Education-G&A 912 6,000 1,853 1,850
6608-70-000 Veh icle Mileage Expense-G&A 683 900
6610-70-000 Management Travel-Corp Staff-G&A 1,776 3,000 3,000 3,000
8012-70-000 Chamber/Organization Dues 709 275
7404-70-000 Taxes-Personal Property -G&A 16,924 19,750 18,252 18,252
9000-70-000 Miscellaneous-G&A 211 4,700
9008-70-000 Copier Fax/Lease-G&A 3,092 2,000 2,172 2,172
9009-70-000 Postage-G&A 4,155 4,200 4,412 4,500
9017-70-000 Fed-Ex/Courier 137 215
Total G&A Expenses 361,964 411,940 344,556 371,210
6
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
Golf Course Maintenance Expense:
6001-60-000 Utilities-Electric-AGRO 53,911 57,000 64,500 60,000 6004-60-000 Phone - Cell 2,048 1,850 3,000 2,000 6005-60-000 Phone - Telco-AGRO 216 3,100 3,000 3,000 6102-60-000 Office Suppl ies 850 600 6106-60-000 Supplies-Landscape-AGRO 6,739 7,000 19,950 15,500 6107-60-000 Supplies-Course -AGRO 14,162 7,500 8,746 9,000 6108-60-000 Supplies-Shop-AGRO 10,467 5,825 8,400 8,500 6201-60-000 Building Maint and Repair-AGRO 1,874 600 600 6202-60-000 Equip Maint/Repair-Fix-AGRO 44,140 54,250 42,000 48,000 6205-60-000 Irrigation Repa irs 20,199 21,500 17,500 17,500 6402-60-000 Outside Services-AGRO 7,140 6,500 6,000 6,000 6405-60-000 Garbage Removal 3,344 3,750 2,640 6,500 6605-60-000 Tra ining/Staff Development-AGRO 2,475 2,950 2,400 2,400 6607-60-000 Uniforms-AGRO 5,566 6,400 4,500 5,000 6608-60-000 Veh icle M ileage Expense-AGRO 121 750 6801-60-000 Equipment Rental -AGRO 8,860 8,800 6,175 6,025 7001-60-000 Chemicals-Fungicides-AGRO 42,490 35,550 30,712 32,000 7002-60-000 Chemicals-Herbicides-AGRO 17,316 29,500 14,527 18,000 7003-60-000 Chemicals-Insecticides-AGRO 49,728 71,000 43,331 43,000 7004-60-000 Chemicals-Growth Regulators-AGRO 6,250 5,271 5,270 7005-60-000 Chemicals-Wetting Agents-AGRO 6,830 11,250 7,380 10,000 7008-60-000 Fertilizers-Fairways/ Roughs-AGRO 42,720 54,500 38,777 80,000 7009-60-000 Fertilizers-Greens-AGRO 46,857 55,600 41,406 46,000 7010-60-000 Fertilizers-Tees-AGRO 275 3,148 3,500
7012-60-000 Pre-Emergents-AGRO 55,757 70,000 69,325 25,000
7102-60-000 Sand-Top Dressing greens/tees-AGRO 26,600 24,400 19,584 22,500
7103-60-000 Seed-AGRO 29,334 35,400 35,400 30,000
7104-60-000 Sod/Sprigs-AGRO 16,074 42,000 20,000 20,000
7105-60-000 Water/So il Testing-AGRO 1,980 1,980 2,500 3,500
7106-60-000 Bah ia Grass 10,000
7205-60-000 Gas Diesel-AGRO 35,023 29,750 46,930 38,000
8012-60-000 Chamber/Organization Dues 100 750 1,500
9000-60-000 Miscellaneous 6,500
9007-60-000 Small Equipment/Hand Tools-AGRO 6,990 7,150 4,250 4,500
Total Maintenance Expenses 559,061 663,380 571,952 589,895
7
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
Food and Beverage Expense:
6001-80-000 Utilities Electric- F&B 380 6004-80-000 Phone-Cell 200 1,200 1,200 1,800 6005-80-000 Phone - Telco - F&B 100 6101-80-000 Supplies-F&B 2,669 120 6110-80-000 Supplies Banquet- F&B 5,574 2,750 6112-80-000 Supplies-Kitchen-F&B 64,859 66,500 57,000 65,000
6202-80-000 Equip Maint/Repair-Fix-F&B 11,454 12,000 5,000 11,000
6301-80-000 Licenses, Fees, and Permits-F&B 2,458 2,500 2,258 2,458
6409-80-000 Linen/Laundry-F&B 28,065 31,100 24,500 27,000
6601-80-000 Education-F&B 540 1,500 1,500
6602-80-000 Employee Meals-F&B 928 3,100 5,400 5,400
6605-80-000 Tra ining/Staff Development-F&B 610 750 1,540 2,240
6606-80-000 Travel/Education-F&B 1,611
6607-80-000 Uniforms-F&B 2,778 4,000 2,800 3,000
9013-80-000 Entertainment-Outside-F&B 7,565 10,250 5,750 7,500
9014-80-000 Glassware/China/Silver-F&B 3,914 150 3,900
Total Food & Beverage Expenses 133,325 134,420 106,948 130,798
Amenities Expense:
6001-51-000 Utilities-Electric-INST 2,717 2,200 2,400 2,600
6002-51-000 Utilities-Gas/Propane-INST 1,100 950 1,200 1,200
6004-51-000 Phone - Cell 350 300 600 600
6101-51-000 Supplies-INST 2,050 1,350 1,500 1,800
6201-51-000 Building Maint and Repair-INST 11,291 5,700 6,000 8,000
6202-51-000 Equip Maint/Repair-Fix-lNST 6,050 4,200 5,000 5,000
6402-51-000 Outside Services-INST 4,900 4,025 5,100 5,100
6607-51-000 Uniforms-INST 250 250 250
7000-51-000 General Chemicals-INST 3,000 2,450 3,000 3,000
9000-51-000 Miscellaneous-INST 1,298 1,400 1,800 1,500
Total Amenities Expenses 33,006 22,575 26,850 29,050
8
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
Sales and Marketing Expense:
6004-75-001 Phone - Cell 1,200 1,200 1,200 6605-75-000 Train ing/Staff Development-MRKT 250 1,500 1,500 8001-75-000 Advertising (Print)-MRKT 57,712 51,500 44,407 45,000 8006-75-000 Broadcast E-mail-MRKT 595 1,100 400 800 8007-75-000 Web Site-MRKT 6,494 6,500 4,400 5,600 8002-75-000 SEO/ Onl ine Reputation Mgmt 900 900 8013-75-000 Community Marketing 11,500 15,000 15,000 8008-75-000 Graphic Design-MRKT 3,967 3,600 3,600 3,600 8009-75-000 Collateral Materials-MRKT 4,281 2,250 5,000 3,600 8012-75-000 Chamber/ Organization Dues-MRKT 1,805 200 8014-75-000 Membership Programs-MRKT 28,472 25,000 26,700 26,700 8015-75-000 Sales Management 1,300 2,000 1,300 1,450 8018-75-000 CX Evaluations-Mystery Shops-MRKT 856 1,000 2,800 2,400 8020-75-000 ex lnitiatives-MRKT 2,500 1,100 1,100
Total Marketing & Sales 107,982 104,700 108,507 107,650
Leases & Other Expenses 7304-80-000 FF&E and Other Equipment Leases 9,294 8,500 10,500 10,000
7405-70-000 Taxes - Real Estate 47,843 22,500 23,038 23,038
7401-70-000 Insurance - P and C 50,840 40,100 43,999 42,000
Total Leases & Other Expenses 107,977 71,100 77,537 75,038
Total Operating Expenses 3,153,053 3,349,585 3,168,330 3,254,150
9
Sun 'n Lake of Sebring Improvement District
Golf Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017 ACCOUNT ACTUAL ESTIMATED CURRENT FINAL
NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
Capital Expenses
#3 Tee Mower 26,480
#4 Tee Mower 26,480
#5 Tee Mower 26,480
Spreader 8,000
Gator HPX #1 8,000
Gator HPX #2 8,000
Gator HPX #3 8,000
Gator HPX #4 8,000
John Deere Tractor 24,000
Blower 7,500
Equipment Lift 15,000
Plotter Printer 5,000
Irrigation Upgrades 10,000
Fertigation 30,000
Maintenance Equipment $ 210,940
Tee Construction 35,000
Fiscal 2015 Capital 924,862
Fiscal 2016 Capital 371,500 371,500
Total Capital $ 924,862 $ 371,500 $ 371,500 $ 245,940
Contingency Capital $ 10,239 $ 10,000 $ 10,000 $ 10,000
Total Operating & Non Operating Expenses $ 4,088,154 $ 3,731,085 $ 3,549,830 $ 3,510,090
Net Income $ (47,978) $ 26,922 $ $
10
Sun 'n Lake of Sebring Improvement District Capital Improvement Fund Budget
Fiscal Year 2016/2017
2014-2015 2015-2016 2015-2016 2016-2017
ACTUAL ESTIMATED AMENDED FINAL
ACCOUNT NUMBER DESCRIPTION ACTUAL BUDGET BUDGET
REVENUES AND OTHER SOURCES
320-3610000 Interest Income $ - $ - $ - $ 320-3190000 Revenue Assessment
320-3810000 Transfer In - URRIF 1,790,193
320-3819000 Fund Balance - Prior Years Equity
TOTAL REVENUES AND OTHER SOURCES $ - $ - $ - $ 1,790,193
EXPENDITURES
320-559-3120 Engineering Fees $ - $ - $ - $ 21,000
320-559-6400 Maintenance Bu ild ing Project:
Building A - Main 678,714
Building B - Tractor Pole Barn 114,253
Building C - Wash/Chem/Fuel Bldg 74,029
Asphalt/Concrete 405,003
Fencing 37,400
Fill 50,000
Earthwork 50,000
Demolition 95,594
Landscaping 65,145
Miscellaneous 41,055
Shelving/Furniture/Cameras/Duke 32,000
Mechanic Lift
Relocation 35,000
Contingency 91,000
TOTAL EXPENDITURES $ - $ - $ - $ 1,790,193
Sun 'n lake of Sebring Improvement District District Assessment Rates
Fiscal Year October 1, 2016 to September 30, 2017
Description
Lots
Residential Properties
Unimproved lot Lot with road/drainage
Single family Condominium Multi-family <10 units Time share Miscellaneous Add'I Lot(s) for Unified Parcels
Additional for Lots on the Golf Course
Commercial Properties Retirement Home (per room) Stores, 1 story
Per Acre Basis
Community shopping Office building, one story Mult-story, non-professional Professional building Financial institution Vehicle sales/service /rent Park lots, mobile home lots Golf courses Hotel (Per Room) Mixed Use (Per Unit) Light manufacturing *Churches Utilities Warehousing/distribution Industrial storage Private School Private Hospitals: a) Standard or b) Alternate rate and
charged per square foot
Acreage with paved road and drainage, Commercial and Industrial
0% unimproved 33% unimproved 50% unimproved 67% unimproved 100% unimproved
Residential Acreage with House
$
Rate
294.62 499.43
673.44 673.44 673.44 673.44 673.44 294.62
61 .06
366.91 660.05 882.27 761 .79 761 .79
1,230.29 677.46 706.91 499.43 499.43 366.91 366.91 659.95 625.25 * 293.28 868.88 499.43 557.43
874.23 366.91
0.07
1,503.37 1,264.39 1,144.89 1,025.42
786.44
929.25
*Churches are assessed at 25% of the approved rate, which is $156.31. EXHIBIT
5
Page 1 of 2
RESOLUTION NO. 2016-9/23-43
A RESOLUTION OF THE SUN ‘N LAKE OF SEBRING IMPROVEMENT DISTRICT TO AWARD RFP 16-07 FOR THE PUBLIC WORKS FACILITY TO E. O. KOCH CONSTRUCTION CO. FOR $1,519,495 AFTER THE REMOVAL OF THE NET DEDUCTIVE ITEMS FROM THE PROJECT SPECIFICATIONS.
WHEREAS, the Sun ‘n Lake of Sebring Improvement District (hereinafter
“District”) was created by Ordinance Number 74-4, Highlands County, Florida, as codified at Section 9-81, et seq., Code of Ordinances, Highlands County, Florida, as amended from time to time (hereinafter “Enabling Act”); and
WHEREAS, the District is in need of a new Public Works Facility; and WHEREAS, the District advertised the Public Works Facility project as RFP 16-
07 on July 10, 2016 and July 17, 2016 in the Highlands Today; and WHEREAS, bids were opened on August 16, 2016 with E. O. Koch Construction
Co. (“Koch”) providing the low bid of $1,611,193.00, a copy of the bid results are attached hereto as Exhibit “A”; and
WHEREAS, pursuant to District Resolution 2016-09/09-40, the General Manager
negotiated with Koch in an effort to reduce the cost of the project; and WHEREAS, during the negotiations, it was determined that the net deductive
items in the project specifications were not essential to the initial project and could be removed from the specifications to reduce the initial cost of the project; and
WHEREAS, the negotiations between the General Manager and Koch have
resulted in a proposed contract which includes the net deductive items as detailed in the initial project specifications, a copy of which is attached hereto as Exhibit “B”; and
WHEREAS, the Board of Supervisors has determined that awarding the Public
Works Facility project RFP 16-07 to E. O. Koch Construction Co. pursuant to the negotiated contract which removes the net deductive items from the initial project specifications is in the best interest of the District, a copy of which is attached hereto as Exhibit “C”.
NOW THEREFORE BE IT RESOLVED by the Board of Supervisors of the Sun
‘n Lake of Sebring Improvement District as follows:
1. That the “Whereas” clauses above are true and correct and incorporated herein by reference.
[SIGNATURES ON FOLLOWING PAGE]
Page 2 of 2
2. That E. O. Koch Construction Co. is awarded the Public Works Facility project designated as RFP 16-07 with the project specifications modified to reflect the net deductive items which is attached hereto as Exhibit “B”.
3. That the contract negotiated between the General Manager and E. O.
Koch Construction Co. for the Public Works Facility project, in accordance with the negotiated bid specifications which removes the net deductive items from the project specifications, in the total contract amount of $1,519,495, a copy of which is attached hereto as Exhibit “C”, is hereby APPROVED.
4. That all Resolutions or parts of Resolutions that are in conflict herewith be and the same are hereby revoked.
APPROVED AND ADOPTED by the Board of Supervisors of the Sun ‘n Lake of
Sebring Improvement District of Highlands County, Florida, this _____ day of
September, 2016.
SUN ‘N LAKE OF SEBRING IMPROVEMENT DISTRICT Larry White, President Board of Supervisors
Attest:
Christian Hardman, Board Secretary ( S E A L)
1 l ) i } ( . } l l· ( ! ! \ I I ( '1 \
RFQ #16-07
Title of Bid: \'laintenance Fac ility Construction
Opening Oat': Tuesday. August 16. 2U 16
Time: 2:00 P.\T.
\Jame of Bidder: Amount of Bid - ---- ---- --~ I
. E u . Lo (!_"'-'---1'-'-----·------- I, {.QI!, /CJ.?. tio r I
~]'] a r:n 1 Q.. c _f.;_1.12 .CJd..;. cJ c.Jo . 0 u ·-·~
l_~L_ l-~r t12r __ !_; ·l 89 8/ Su(>. c, 0
[ fir, n,Lo In :on 11 8:J3/ i./15= oo r ·o (l . I • -z O . ti 3 {) •:::, /'JCl<fh_pcr.doo.r LL ihf!J-_i1 _r_u.J+_! T - J
---------·
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Witness
EXHIBIT
IA
E.O. KOCH-[CONSTRUCTION CO.) P. 0. Box 1965 - Sebring, FL 33871-1965 Phone: (863) 385-8649 - Fax: (863) 385-9396 License Number: CGCl522353
September 16, 2016
Sun 'n Lake of Sebring Improvement District Attn: Tanya Cannady, CPA, General Manager 5306 Sun 'n Lake Blvd Sebring FL 33872
Re: RFP No. 16-07 Sun 'n Lake of Sebring Public Works Facility Bid Modification Proposal
Dear Tanya:
Following is a list of items we propose to reduce the amount of our original bid:
Deductive Items:
Remove CMU block walls and elevated ramp at the Dumpster Pad. The 6" thick concrete to remain in this area for use.
Remove the epoxy sealer from the Utility Bays at the Main Building. Instead, install a curing compound / sealer at the time of concrete placement.
Use Forevermark Level 1 all wood cabinets instead of the plastic laminate cabinets indicated.
Remove Building B above ground structures and limit concrete to 6" thick 25'x50' for future buildings by Owner, keeping all conduits and electrical underground work and site work in the project scope. Electrical Panel to be rated for exterior use and installed on a pedestal.
Remove 5 Live Oak Trees, 9 Crape Myrtle Trees, 91 Viburnum shrubs, and 33 irrigation misters from the Transitional Yard adjacent to the District owned lots.
Owner to Direct Purchase the Metal Buildings and Concrete for this project in order to avoid sales tax.
Total Deductive Items: $101,683.00 EXHIBIT
B
Add Items:
Provide labor, material and equipment to install approximately 1,400 LF of 4" electrical conduit to feed the XFMR and Water Plant.
1,200 LF on the North Side = $8,126.00 210 LF on the South Side of the Water Plant = $1 ,859.00
Total Add Items: $9,985.00
Net Reduction To Original Proposal: $91 ,698.00
EO Koch Construction Deductive/ Added Items
Original Contract Price
Remove CMU block wall and elevated ramp
Remove epoxy sealer
Use Fore ever Level 1 wood cabinets
Remove Building B with limited concrete
keeping conduits and electrical underground
Remove materials for Landscaping
Owner to direct purchase building and concrete
Added electrical conduit
Net deductive items
Net Contract Price
$
$
$
$
$
$
$
Estimated
Costs
(18,000)
(3,000)
(61,483)
(5,000)
(14,200)
9,985
$ 1,611,193
$ (91,698)
$ 1,519,495
Note: This document was prepared by the General Manager to estimate the
deductive items from EO Koch's memo.
CONTRACT
THIS IS A CONTRACT between the SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT, a special district and political subdivision of the State of Florida and Highlands County (herein called "District") and E.O. Koch Construction Co, a state certified contractor (herein called "Contractor").
1. PREMISE District would like for Contractor to do the Work as defined herein and Contractor would like to do so on the terms and conditions set forth herein and in accordance with the Request for Bids or Proposals, the plans, the specifications, the Bid Form, General Terms and Conditions, Special Conditions, all Bid and Contract Documents, and the Proposal submitted by Contractor, which are collectively made a part of this Contract and in part attached as Exhibit A (herein collectively called the "Contract Documents") . Contractor agrees to furnish , at its own cost and expense, all labor, tools , materials, equipment, superintendence, security, insurance, testing and all other accessories and services necessary to accomplish the Work.
2. WORK The work (herein collectively called the "Project" or the "Work") shall consist of everything necessary to complete the project as described in RFP #16-07, Public Works Facility Project, in accordance with said Request for Proposal, the plans, specifications, Bid Form, General Terms and Conditions, Special Conditions, and all Bid and Contract Documents as detailed herein and made a part hereof by reference, specifically including Contractor's 9/ 16/ 16 letter to District modifying portions of the Project pursuant to negotiations with District's General Manager.
3. CONTRACT PRICE District shall pay to Contractor the sum of One Million Five Hundred Nineteen Thousand Four Hundred Ninety Five Dollars ($1,519,495 .00) as the total price for the completion of the Project, subject to increase or decrease as provided herein.
4. NOTICES Whenever any notice is required or permitted by this contract to be given, such notice shall be by certified mail or overnight delivery addressed to:
District: Sun ' n Lake of Sebring Improvement District Tanya Cannady, General Manger 5306 Sun ' n Lake Boulevard Sebring, Florida 33872 863-382-2196 863-382-2988 (fax)
Contractor: E.O. Koch Construction Co Mike Zimmerman P.O. Box 1965 Sebring, FL 33871-1965 863-385-8649 863-385-9396
Notice shall be considered given when deposited with the U.S. Postal Service or commercial carrier, postage prepaid. Each party will be responsible for notifying the other of any change in their address.
EXHIBIT
Page I of 10 (1
5. PAYMENT District shall pay Contractor upon a mutually agreeable payment schedule for Work completed. Standard construction payment application format (Such as AIA or similar) is preferred. Upon Contractor's application for payment, the Project Manager, or his designee(s), will make an inspection and, if the Work is found to be acceptable under the contract, they will submit the payment request to the District General Manager. Payments for uncompleted portions of work or materials will not be approved. The District Public Works Director and/or District Consulting Engineer shall have five working days to review the application for payment. Once approved the District shall have ten working days to process and issue the payment. A 10% retainer shall be retained until completion of project.
6. CHANGE ORDERS The Contract Price and the Contract Time may be changed only by a written Change Order. The District, without invalidating the Contract, may order changes in the Work within the general scope of the Contract consisting of additions, deletions or other revisions, the Contract Price and the Contract Time being adjusted accordingly. All such Changes in the Work shall be authorized only by written Change Order and shall be executed under the applicable conditions of the Contract Documents. The Contractor shall not change, alter, or delete in any manner, any portion of the Specifications without prior approval by the District.
7. DEFAULT AND CANCELLATION The District may cancel this Contract for default if the Contractor has been found to have provided any portion of the Work in an "unsatisfactory manner" . An "unsatisfactory manner" includes, but is not limited to: Failure to supply the exact services specified within the required service periods, providing sub-standard services, and/or the inability to maintain Bid prices for the term of the Contract. The District may further cancel this Contract if the Contractor fails to comply with any other provisions of the Contract. In such cases, the Contract shall be cancelled in the following manner: The Contractor will be notified, in writing, of the nature of their failure to perform and a time certain for correcting the fai lure will be specified. Unless the failure is corrected within the time provided, the Contractor shall be found in default and the Contract shall be subject to immediate cancellation. Cancellation shall be effected by serving a notice of cancellation on the Contractor setting forth the manner of default in writing. The Contractor will only be paid the portion of the Contract Price for the portion of the Work provided and accepted in full accordance with the Contract Documents. The parties shall remain entitled to seek any remedies to which they may be entitled in law or in equity subsequent to the cancellation of this Contract.
8. EXAMINATION AND FAMILIARITY WITH SITE Contractor represents that it has examined the Project site thoroughly before entering into this agreement and is knowledgeable of all site conditions, above and below ground, and placement of all utilities. Contractor has also fully investigated the typical weather for the time of year required for performance of the Contract. Contractor has undertaken such inspections as it deems necessary to undertake the Project at the contract price set forth herein.
9. UNUSUAL CONDITIONS Should concealed conditions encountered in the performance of the Work below the surface of the ground be at variance with the conditions indicated by the Contract Documents or should
Page 2 of 10
unknown physical conditions below the surface of the ground of an unusual nature, differing materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Contract be encountered, the guaranteed maximum cost shall be equitably adjusted by Change Order upon claim by either party, on condition that the claim is made in writing within a seven (7) calendar days after the first observance of the condition.
10. COMMENCEMENT AND COMPLETION DATES Contractor hereby agrees to commence Work under this contract no later than and shall be responsible to achieve substantial completion of the Project by , with any detailed deadlines outlined in the Contract Documents. Contractor shall be solely responsible for the means, methods, techniques utilized in the design and construction.
11. PENALTY It is acknowledged that the Contractor' s failure to achieve substantial completion of the Work within the time provided by the Contract Documents will cause the District to incur substantial economic damages and losses of types and in amounts which are impossible to compute and ascertain with certainty as a basis for recovery by the District of actual damages, and that liquidated damages represent a fair, reasonable and appropriate estimate thereof. Accordingly, in lieu of actual damages for such delay, the Contractor agrees that liquidated damages may be assessed and recovered by the District as against Contractor, in the event of delayed completion and without the District being required to present any evidence of the amount or character of actual damages sustained by reason thereof; therefore Contractor shall be liable to the District for payment of liquidated damages in the amount of Two Hundred and No/ 100 Dollars ($200.00) for each calendar day that substantial completion is delayed beyond the contract time provided for in the Contract Documents, and as adjusted for time extensions provided by the Contract Documents. Such liquidated damages are intended to represent estimated actual damages and are not intended as a penalty, and Contractor shall pay them to District without limiting District ' s right to terminate this agreement for default as provided elsewhere herein.
12. LAWS AND REGULATIONS The Contractor is assumed to be familiar with all federal, state and local laws, ordinances, rules and regulations that may in any manner affect performance of the Contract. The failure to be familiar with applicable laws will in no way relieve the Contractor from responsibility. Contractor shall comply with all laws, ordinances, rules, orders and regulations relating to performance of the Work and the protection of persons and property.
13 . WORKMANSHIP Contractor shall, in a good and workmanlike manner, perform all Work and furnish all supplies and materials necessary and proper to complete the Work under this contract, within the time specified herein, in accordance with the provisions of this contract, including any specifications, plans and drawings provided to Contractor. Contractor shall complete the entire Project to the satisfaction of District.
14. PROTECTION OF PROPERTY AND IMPROVEMENTS Contractor shall be responsible for the protection of all existing paving, buildings, grass, landscaping, utilities and adjacent real property and shall promptly repair, at its sole cost, any
Page 3 of 10
damage caused, in whole or in part, by Contractor or its agents or subcontractors during the construction or completion of the Work or Project unless specifically excluded by District. 15. CLEAN-UP AND REMOVAL OF DEBRIS Contractor shall daily keep the site in a clean and orderly condition, free from all refuse, rubbish, scrap materials and debris caused by Contractor's operations.
16. DRUG-FREE WORKPLACE Contractor acknowledges that District is a drug-free work place. Contractor covenants that all employees of Contractor working upon District property shall be subject to implementation of all possible provisions to maintain a drug-free environment and that Contractor will adhere to the provisions of Florida Statute section 440.102 (Chapter 440).
17. REQUIRED INSURANCE Contractor shall provide, pay for, and maintain in force at all times during the Project, such insurance, including Workers ' Compensation lnsurance, Employer' s Liability Insurance, Comprehensive General Liability Insurance and Business Automobile Liability, as will assure to the District of the protection contained in the indemnification and hold harmless clauses of Section 25 of this agreement undertaken by Contractor and in compliance with the applicable provisions of this contract. The Comprehensive General Liability and Business Automobile Liability policies shall clearly identify the indemnification and hold harmless clauses of Section 25 of this agreement by the additional named insured endorsement under this article.
Such policy or policies shall be issued by an insurance company authorized to do business in the State of Florida and be written by a resident agent licensed by The State of Florida. Contractor shall specifically protect the District of by naming the District as an additional named insured under the Comprehensive General Liability Insurance and Business Automobile Liability policies hereinafter described. A current Certificate of Insurance meeting these requirements shall be evidence of the required coverage.
The following coverage shall be provided:
Workers' Compensation lnsurance to apply for all employees in compliance with the "Workers ' Compensation Law" of the State of Florida and all applicable Federal laws. In addition, the policy(ies) must include Employers ' Liability with limits of One Hundred Thousand Dollars ($100,000.00) Each Accident, Five Hundred Thousand Dollars ($500,000.00) Each Disease, and One Million Dollars ($1,000,000.00) Aggregate by Disease. All exemptions allowed by law must be specified in conjunction with the above specified requirements as applicable.
Comprehensive General Liability with minimum limits of One Million Dollars ($1 ,000,000.00) per occurrence single limit for Bodily Injury Liability and Property Damage Liability. The policy shall not contain exclusions for explosion, collapse, or underground (X, C, U) hazards. All policies shall be written on an occurrence basis where available. The required limits may be met by the issuance of an excess or umbrella coverage policy so long as the DISTRICT is named as an additional insured on such policies. Coverage shall include:
(a) Premises/Operations Liability on an occurrence basis. (b) Independent contractors. (c) Product and Completed Operations Liability on an occurrence basis.
Page 4 of 10
(d) Broad Form Property Damage. ( e) Broad Form Contractual Coverage applicable to this specific Agreement, including
any hold harmless and/or indemnification agreement. (f) Personal Injury Coverage with Employees and Contractual Exclusions removed with
minimum limits of coverage equal to those required for Bodily Injury Liability and Property Damage Liability.
Business Automobile Liability with minimum limits of One Million Dollars ($1 ,000,000.00) per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Business Automobile Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office and must include: Owned vehicles, Nonowned and hired vehicles
Notice of Cancellation, Expiration and/or Restriction: The policies must be endorsed to provide the District with thirty (30) days advanced written notice of cancellation, expiration, and/or restriction of coverage.
Contractor shall furnish to the District, Certificate(s) of Insurance and certified copies of all insurance policies evidencing the insurance coverage' s required herein prior to notice to proceed by the District. Such certificate(s) shall reference this agreement. The certificate holder shall be the District.
18. PAYMENT AND PERFORMANCE BOND - NI A If the Contract Price exceeds $200,000.00, the Contractor shall furnish a performance and payment bond to the District for One Hundred Percent (100%) of the Contract Price within 14 days of executing this Agreement, but in any event, before starting the Work. The bond shall be in the form of firm commitment, supported by corporate sureties whose names appear on the list contained in Treasury Department Circular 570 (published in the Federal Register or may be obtained via the internet at www.fms.treas.gov/c570/c570 a-z.html), individual sureties, or by other acceptable security such as postal money order, certified check, cashier' s check, irrevocable letter of credit, or, in accordance with Treasury Department regulations, certain bonds or notes of the United States.
19. PUBLIC RECORDS PROVISIONS Contractor is aware that this Contract is a contract for services with a public agency and, in performing the Work under this Contract, Contractor is acting on behalf of the public agency as provided under section 119.011(2), Florida Statutes. Pursuant to Fla. Stat. 119.0701 , Contractor, and its Subcontractors, shall comply with all pertinent public records laws of Chapter 119, Florida Statutes, and specifically:
(a) keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service; and
(b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; and
( c) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and
Page 5 of 10
( d) meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the Contractor and its Subcontractors upon termination of the Contract and 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 public agency in a format that is compatible with the information technology systems of the public agency.
Contractor' s fai lure to comply with this section shall be deemed a breach of the Contract. Contractor shall be responsible for insuring that all Subcontractors under its control comply with this section. By executing this Contract, Contractor certifies that it is familiar with the public records requirements contained in Chapter 119, Florida Statutes.
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 863-382-2196, CHRISTIAN HARDMAN, BOARD SECRETARY, [email protected].
20. TRANSFER OR ASSIGNMENT PROHIBITED Contractor shall not assign this contract, in whole or in part, or any monies due or to become due hereunder, without the written consent of District.
21. ACCEPTANCE AND WARRANTY Unless a longer period is otherwise provided in the Contract Documents, Contractor warrants that the Work shall be free from defects in material and workmanship at the time of final completion and for a period of one year from the date of final completion. Acceptance of the Work and final payment shall not relieve Contractor of the obligation to remedy Work that does not comply with the Contract Documents. Contractor warrants to District that all materials and equipment furnished under this Contract will be new unless otherwise specified, and that all Work will be of good quality, free from faults and defects and in conformance with the Contract Documents. All Work not so conforming to these standards may be considered defective, and Contractor shall promptly repair or replace the defective Work. Contractor shall promptly repair all defects at Contractor's expense. The provisions of this section shall survive the closing.
22. TAXES Contractor shall pay at Contractor' s expense, included as a part of the contract price, all sales, consumer, use and other similar taxes required by law resulting from the Work which are in effect as of the date of execution of this Agreement.
23. PERMITS, FEES AND NOTICES Contractor shall secure and pay for all permits and licenses necessary for the proper execution and completion of the Work which are in effect as of the date of execution of this contract. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work. If either Contractor or District observes that any of the Contract Documents are at variance therewith in any respect, it
Page 6 of 10
shall promptly notify the other party, in writing, and any necessary changes shall be adjusted by appropriate modification. If Contractor performs any Work which is contrary to such laws, ordinances, rules and regulations in effect as of the date of execution of this Agreement, then Contractor shall assume full responsibility therefore and shall bear all costs attributable thereto.
24. RESPONSIBILITY FOR THOSE PERFORMING THE WORK Contractor shall be responsible to District for the acts and omissions of all its employees and all subcontractors, their agents and employees and all other persons performing any of the Work by, through, or under Contractor.
25 . PROVISIONS REQUIRED BYLAW DEEMED INSERTED Each and every provision of law and clause required by law to be inserted in this document shall be deemed to be inserted herein and the contract shall be read and enforced as though it were included, and if, through mistake or otherwise, any such provision is not inserted, or is not correctly inserted, then upon application of either party, the contract shall forthwith be physically amended to make such insertion or correction.
26. SAFETY AND HEALTH REGULATIONS Contractor shall comply with the Department of Labor Safety and Health Regulations for construction promulgated under the Occupational Safety and Health Act and such other rules and regulations as may be applicable to this Project. Contractor shall be solely responsible for initiating, maintaining and supervising all safety precautions and programs in connection with the Work. Contractor shall comply with all applicable laws, ordinances, rules, regulations and orders of any public authority having jurisdiction for the safety of persons or property or to protect them from damage, injury or loss. It shall erect and maintain, as required by existing conditions and progress of the Work, all reasonable safeguards for safety and protection, including, securing materials for the Project, providing appropriate lighting and posting danger signs and other warnings against hazards, promulgating safety regulations and notifying owners and users of adjacent utilities. Contractor and District's designee shall mutually agree on appropriate staging areas for the materials and equipment for the Project so as to not unreasonably encumber District's other real property.
27. INDEMNIFICATION AND HOLD HARMLESS To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the District and their consultants, agents and employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to reasonable fees and charges of attorneys and other professionals and court and arbitration costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property ( other than the work itself) including the loss of use resulting therefrom and (b) is caused in whole or in part by any willful or negligent act or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party.
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In any and all claims against the District or any of their consultants, agents or employees by any employee of Contractor, any Subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, the indemnification obligation under the above paragraph shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for Contractor or any such Subcontractor or other person or organization under workers or workman's compensation acts, disability benefit acts or other employee benefit acts.
It is the specific intent of the parties hereto that the foregoing indemnification complies with Florida Statute 725 .06 (Chapter 725) . It is further the specific intent and agreement of the parties that all of the Contract Documents on this project are hereby amended to include the foregoing indemnification and the "Specific Consideration" therefore as a portion of the contract price.
28 . DEFAULT In any action brought by either party for the interpretation or enforcement of the obligations of the other party including District's right to indemnification, the prevailing party shall be entitled to recover from the losing party all reasonable attorney's fees , paralegal fees , court and other costs, whether incurred before or during litigation, on appeal, in bankruptcy or in post judgment collections.
29. BINDING EFFECT This contract shall bind and inure to the benefit of the successors and assigns of each of the parties .
29. GOVERNING LAW AND LITIGATION The Contract shall be governed by the laws of the State of Florida as they are now and hereinafter in force. Jurisdiction and venue of any litigation arising out of the Contract shall be exclusively in Highlands County, Florida. In the event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees , which shall include any fees and costs attributable to pre-trial, trial, and appellate proceedings arising on and of such litigation.
30. UNAUTHORIZED ALIEN WORKERS The District will not intentionally award publicly-funded contracts to any contractor who knowingly employs unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C. Section 1324a(e) [Section 274A(e) of the Immigration and Nationality Act ("INA"). The District shall consider the employment by a contractor of unauthorized aliens a violation of Section 274A( e) of the INA. Such violation by the Recipient of the employment provisions contained in Section 274A(3) of the INA shall be grounds for unilateral cancellation of this Agreement by the District.
Employment Eligibility Verification (a) Definitions . As used in this paragraph:
"Employee assigned to this Contract" means an employee who was hired after November 6, 1986, who is directly performing work, in the United States, under this Contract. An employee is not considered to be directly performing work under this Contract if the employee-
(1) Normally performs support work, such as indirect or overhead functions; and
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(2) Does not perform any substantial duties applicable to the contract. "Subcontract" means any contract entered into by a subcontractor to furnish supplies or services for performance of this Contract or a subcontract under this Contract. It includes but is not limited to purchase orders, and changes and modifications to purchase orders. "Subcontractor" means any supplier, distributor, vendor, or firm that furnishes supplies or services to or for Contractor or another subcontractor. "United States", as defined in 8 U.S .C. l 101(a)(38), means the 50 States, the District of Columbia, Puerto Rico, Guam, and the U.S . Virgin Islands.
(b) Enrollment and verification requirements. (1) The Contractor must be enrolled in E-Verify at time of contract award, and the Contractor shall use E-Verify to initiate verification of employment eligibility of-
(i) All new employees. (A) Enrolled 30 calendar days or more. The Contractor shall initiate verification of employment eligibility of all new hires of the Contractor, who are working in the State of Florida, whether or not assigned to this Contract, within 3 business days after the date of hire; or (B) Enrolled less than 30 calendar days. Within 30 calendar days after enrollment in E-Verify, the Contractor shall initiate verification of employment eligibility of all new hires of the Contractor who are working in the State of Florida, whether or not assigned to this Contract, within 3 business days after the date of hire.
(ii) Employees assigned to this Contract. For each employee assigned to this Contract, the Contractor shall initiate verification of employment eligibility, to the extent allowed by the E-Verify program, within 30 calendar days after date of contract award or within 30 days after assignment to this Contract, whichever date is later.
(2) The Contractor shall comply, for the period of performance of this Contract, with the requirements of the E-Verify program MOU. Termination of the Contractor's MOU and denial of access to the E-Verify system by the Department of Homeland Security or the Social Security Administration or the U.S . Citizenship and Immigration Service is an event of default under this Contract.
(c) Web site. Information on registration for and use of the E-Verify program can be obtained via the Internet at the U.S. Citizenship and Immigration Service ' s Web site: http://www. uscis. gov.
(d) Individuals previously verified. The Contractor is not required by this paragraph to perform additional employment verification using E-Verify for any employee whose employment eligibility was previously verified by the Contractor through the E-Verify program.
( e) Subcontracts. The Contractor shall include, and shall require the inclusion of, the requirements of this paragraph, including this subparagraph ( e) ( appropriately modified for identification of the parties), in each subcontract that includes work performed in the United States under this Contract.
31 . MULTIPLE ORIGINALS
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This contract is executed in multiple copies, each of which shall be deemed an original.
[ SIGNATURES ON FOLLOWING PAGE] AGREED TO this __ day of September, 2016.
SUN'N LAKE OF SEBRING IMPROVEMENT DISTRICT:
Tanya Cannady, General Manager
Authorized per Resolution No.
CONTRACTOR:
Aaron S. Nadaskay, Vice President, General Manager E.O. Koch Construction Co
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(Corporate Seal)
RESOLUTION NO. 2016-9/23-43
A RESOLUTION OF THE SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT TO AWARD RFP 16-07 FOR THE PUBLIC WORKS FACILITY TO E. 0. KOCH CONSTRUCTION CO. FOR $1,611,193
WHEREAS, the Sun 'n Lake of Sebring Improvement District (hereinafter "District") was created by Ordinance Number 74-4, Highlands County, Florida, as codified at Section 9-81, et seq., Code of Ordinances, Highlands County, Florida, as amended from time to time (hereinafter "Enabling Act"); and
WHEREAS, the District is in need of a new Public Works Facility; and
WHEREAS, the District advertised the Public Works Facility project as RFP 16-07 on July 10, 2016 and July 17, 2016 in the Highlands Today; and
WHEREAS, bids were opened on August 16, 2016 with E. 0. Koch Construction Co. ("Koch") providing the low bid of $1,611,193.00, a copy of the bid results are attached hereto as Exhibit "A"; and
WHEREAS, the Board of Supervisors has determined that awarding the Public Works Facility project RFP 16-07 to E. 0. Koch Construction Co. pursuant to the negotiated contract is in the best interest of the District.
NOW THEREFORE BE IT RESOLVED by the Board of Supervisors of the Sun 'n Lake of Sebring Improvement District as follows:
1. That the "Whereas" clauses above are true and correct and incorporated herein by reference.
2. That E. 0. Koch Construction Co. is awarded the Public Works Facility project designated as RFP 16-07.
3. That the contract negotiated between the General Manager and E. 0 . Koch Construction Co. for the Public Works Facility project in accordance with the bid specifications in the total contract amount of $1,611,193 a copy of which is attached hereto as Exhibit "B", is hereby APPROVED.
4. That all Resolutions or parts of Resolutions that are in conflict herewith be and the same are hereby revoked.
[SIGNATURES ON FOLLOWING PAGE]
Page 1 of 2
APPROVED AND ADOPTED by the Board of Supervisors of the Sun 'n Lake of
Sebring Improvement District of Highlands County, Florida, ·this
September, 2016.
Attest: -----------
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT
Larry White, President Board of Supervisors
Christi an Hardman, Board Secretary (SE AL)
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Witness
EXHIBIT
IA
CONTRACT
THIS IS A CONTRACT between the SUN ' N LAKE OF SEBRING IMPROVEMENT DISTRICT, a special district and political subdivision of the State of Florida and Highlands County (herein called ' 'District") and E.O. Koch Construction Co, a state certified contractor (herein called "Contractor").
1. PREMISE District would like for Contractor to do the Work as defined herein and Contractor would like to do so on the terms and conditions set forth herein and in accordance with the Request for Bids or Proposals, the plans, the specifications, the Bid Form, General Terms and Conditions, Special Conditions, all Bid and Contract Documents, and the Proposal submitted by Contractor, which are collectively made a part of this Contract and in part attached as Exhibit A (herein collectively called the "Contract Documents"). Contractor agrees to furnish, at its own cost and expense, all labor, tools, materials, equipment, superintendence, security, insurance, testing and all other accessories and services necessary to accomplish the Work.
2. WORK The work (herein collectively called the "Project" or the "Work") shall consist of everything necessary to complete the project as described in RFP #16-07, Public Works Facility Project, in accordance with said Request for Proposal, the plans, specifications, Bid Form, General Terms and Conditions, Special Conditions, and all Bid and Contract Documents as detailed herein and made a part hereof by reference.
3. CONTRACT PRICE District shall pay to Contractor the sum of One Million Six Hundred Eleven Thousand One Hundred Ninety Three Dollars ($1,611,193 .00) as the total price for the completion of the Project, subject to increase or decrease as provided herein.
4. NOTICES Whenever any notice is required or permitted by this contract to be given, such notice shall be by certified mail or overnight delivery addressed to :
District: Sun 'n Lake of Sebring Improvement District Tanya Cannady, General Manger 5306 Sun ' n Lake Boulevard Sebring, Florida 33872 863-382-2196 863-382-2988 (fax)
Contractor: E.O. Koch Construction Co Mike Zimmerman P.O. Box 1965 Sebring, FL 33871-1965 863-385-8649 863-385-9396
Notice shall be considered given when deposited with the U.S . Postal Service or commercial carrier, postage prepaid. Each party will be responsible for notifying the other of any change in their address.
5. PAYMENT District shall pay Contractor upon a mutually agreeable payment schedule for Work completed. Standard construction payment application format (Such as AIA or similar) is preferred. Upon
EXHIBIT Page 1 of 10 I 6
Contractor's application for payment, the Project Manager, or his designee(s), will make an inspection and, if the Work is found to be acceptable under the contract, they will submit the payment request to the District General Manager. Payments for uncompleted portions of work or materials will not be approved. The District Public Works Director and/or District Consulting Engineer shall have five working days to review the application for payment. Once approved the District shall have ten working days to process and issue the payment. A 10% retainer shall be retained until completion of project.
6. CHANGE ORDERS The Contract Price and the Contract Time may be changed only by a written Change Order. The District, without invalidating the Contract, may order changes in the Work within the general scope of the Contract consisting of additions, deletions or other revisions, the Contract Price and the Contract Time being adjusted accordingly. All such Changes in the Work shall be authorized only by written Change Order and shall be executed under the applicable conditions of the Contract Documents. The Contractor shall not change, alter, or delete in any manner, any portion of the Specifications without prior approval by the District.
7. DEFAULT AND CANCELLATION The District may cancel this Contract for default if the Contractor has been found to have provided any portion of the Work in an "unsatisfactory manner". An "unsatisfactory manner" includes, but is not limited to : Failure to supply the exact services specified within the required service periods, providing sub-standard services, and/or the inability to maintain Bid prices for the term of the Contract. The District may further cancel this Contract if the Contractor fails to comply with any other provisions of the Contract. In such cases, the Contract shall be cancelled in the following manner: The Contractor will be notified, in writing, of the nature of their failure to perform and a time certain for correcting the failure will be specified. Unless the failure is corrected within the time provided, the Contractor shall be found in default and the Contract shall be subject to immediate cancellation. Cancellation shall be effected by serving a notice of cancellation on the Contractor setting forth the manner of default in writing. The Contractor will only be paid the portion of the Contract Price for the portion of the Work provided and accepted in full accordance with the Contract Documents. The parties shall remain entitled to seek any remedies to which they may be entitled in law or in equity subsequent to the cancellation of this Contract.
8. EXAMINATION AND FAMILIARITY WITH SITE Contractor represents that it has examined the Project site thoroughly before entering into this agreement and is knowledgeable of all site conditions, above and below ground, and placement of all utilities. Contractor has also fully investigated the typical weather for the time of year required for performance of the Contract. Contractor has undertaken such inspections as it deems necessary to undertake the Project at the contract price set forth herein.
9. UNUSUAL CONDITIONS Should concealed conditions encountered in the performance of the Work below the surface of the ground be at variance with the conditions indicated by the Contract Documents or should unknown physical conditions below the surface of the ground of an unusual nature, differing materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Contract be encountered, the guaranteed maximum cost shall be
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equitably adjusted by Change Order upon claim by either party, on condition that the claim is made in writing within a seven (7) calendar days after the first observance of the condition.
10. COMMENCEMENT AND COMPLETION DATES Contractor hereby agrees to commence Work under this contract no later than ____ and shall be responsible to achieve substantial completion of the Project by , with any detailed deadlines outlined in the Contract Documents. Contractor shall be solely responsible for the means, methods, techniques utilized in the design and construction.
11. PENALTY It is acknowledged that the Contractor' s failure to achieve substantial completion of the Work within the time provided by the Contract Documents will cause the District to incur substantial economic damages and losses of types and in amounts which are impossible to compute and ascertain with certainty as a basis for recovery by the District of actual damages, and that liquidated damages represent a fair, reasonable and appropriate estimate thereof. Accordingly, in lieu of actual damages for such delay, the Contractor agrees that liquidated damages may be assessed and recovered by the District as against Contractor, in the event of delayed completion and without the District being required to present any evidence of the amount or character of actual damages sustained by reason thereof; therefore Contractor shall be liable to the District for payment of liquidated damages in the amount of Two Hundred and No/ 100 Dollars ($200.00) for each calendar day that substantial completion is delayed beyond the contract time provided for in the Contract Documents, and as adjusted for time extensions provided by the Contract Documents. Such liquidated damages are intended to represent estimated actual damages and are not intended as a penalty, and Contractor shall pay them to District without limiting District's right to terminate this agreement for default as provided elsewhere herein.
12. LAWS AND REGULATIONS The Contractor is assumed to be familiar with all federal , state and local laws, ordinances, rules and regulations that may in any manner affect performance of the Contract. The failure to be familiar with applicable laws will in no way relieve the Contractor from responsibility. Contractor shall comply with all laws, ordinances, rules, orders and regulations relating to performance of the Work and the protection of persons and property.
13 . WORKMANSHIP Contractor shall, in a good and workmanlike manner, perform all Work and furnish all supplies and materials necessary and proper to complete the Work under this contract, within the time specified herein, in accordance with the provisions of this contract, including any specifications, plans and drawings provided to Contractor. Contractor shall complete the entire Project to the satisfaction of District.
14. PROTECTION OF PROPERTY AND IMPROVEMENTS Contractor shall be responsible for the protection of all existing paving, buildings, grass, landscaping, utilities and adjacent real property and shall promptly repair, at its sole cost, any damage caused, in whole or in part, by Contractor or its agents or subcontractors during the construction or completion of the Work or Project unless specifically excluded by District.
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15. CLEAN-UP AND REMOVAL OF DEBRIS Contractor shall daily keep the site in a clean and orderly condition, free from all refuse, rubbish, scrap materials and debris caused by Contractor's operations.
16. DRUG-FREE WORKPLACE Contractor acknowledges that District is a drug-free work place. Contractor covenants that all employees of Contractor working upon District property shall be subject to implementation of all possible provisions to maintain a drug-free environment and that Contractor will adhere to the provisions of Florida Statute section 440.102 (Chapter 440) .
17. REQUIRED INSURANCE Contractor shall provide, pay for, and maintain in force at all times during the Project, such insurance, including Workers ' Compensation Insurance, Employer's Liability Insurance, Comprehensive General Liability Insurance and Business Automobile Liability, as will assure to the District of the protection contained in the indemnification and hold harmless clauses of Section 25 of this agreement undertaken by Contractor and in compliance with the applicable provisions of this contract. The Comprehensive General Liability and Business Automobile Liability policies shall clearly identify the indemnification and hold harmless clauses of Section 25 of this agreement by the additional named insured endorsement under this article.
Such policy or policies shall be issued by an insurance company authorized to do business in the State of Florida and be written by a resident agent licensed by The State of Florida. Contractor shall specifically protect the District of by naming the District as an additional named insured under the Comprehensive General Liability Insurance and Business Automobile Liability policies hereinafter described. A current Certificate of Insurance meeting these requirements shall be evidence of the required coverage.
The following coverage shall be provided:
Workers ' Compensation Insurance to apply for all employees in compliance with the "Workers ' Compensation Law" of the State of Florida and all applicable Federal laws. In addition, the policy(ies) must include Employers' Liability with limits of One Hundred Thousand Dollars ($100,000.00) Each Accident, Five Hundred Thousand Dollars ($500,000.00) Each Disease, and One Million Dollars ($1,000,000.00) Aggregate by Disease. All exemptions allowed by law must be specified in conjunction with the above specified requirements as applicable.
Comprehensive General Liability with minimum limits of One Million Dollars ($1,000,000.00) per occurrence single limit for Bodily Injury Liability and Property Damage Liability. The policy shall not contain exclusions for explosion, collapse, or underground (X, C, U) hazards. All policies shall be written on an occurrence basis where available. The required limits may be met by the issuance of an excess or umbrella coverage policy so long as the DISTRICT is named as an additional insured on such policies. Coverage shall include:
(a) Premises/Operations Liability on an occurrence basis. (b) Independent contractors. ( c) Product and Completed Operations Liability on an occurrence basis. (d) Broad Form Property Damage.
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(e) Broad Form Contractual Coverage applicable to this specific Agreement, including any hold harmless and/or indemnification agreement.
(f) Personal Injury Coverage with Employees and Contractual Exclusions removed with minimum limits of coverage equal to those required for Bodily Injury Liability and Property Damage Liability.
Business Automobile Liability with minimum limits of One Million Dollars ($1 ,000,000.00) per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form no more restrictive than the latest edition of the Business Automobile Liability Policy, without restrictive endorsements, as filed by the Insurance Services Office and must include: Owned vehicles, Nonowned and hired vehicles
Notice of Cancellation, Expiration and/or Restriction: The policies must be endorsed to provide the District with thirty (30) days advanced written notice of cancellation, expiration, and/or restriction of coverage.
Contractor shall furnish to the District, Certificate(s) of Insurance and certified copies of all insurance policies evidencing the insurance coverage' s required herein prior to notice to proceed by the District. Such certificate(s) shall reference this agreement. The certificate holder shall be the District.
18. PAYMENT AND PERFORMANCE BOND - NI A If the Contract Price exceeds $200,000.00, the Contractor shall furnish a performance and payment bond to the District for One Hundred Percent (100%) of the Contract Price within 14 days of executing this Agreement, but in any event, before starting the Work. The bond shall be in the form of firm commitment, supported by corporate sureties whose names appear on the list contained in Treasury Department Circular 570 (published in the Federal Register or may be obtained via the internet at www.fms.treas.gov/c570/c570 a-z.html), individual sureties, or by other acceptable security such as postal money order, certified check, cashier' s check, irrevocable letter of credit, or, in accordance with Treasury Department regulations, certain bonds or notes of the United States.
19. PUBLIC RECORDS PROVISIONS Contractor is aware that this Contract is a contract for services with a public agency and, in performing the Work under this Contract, Contractor is acting on behalf of the public agency as provided under section 119.011(2), Florida Statutes. Pursuant to Fla. Stat. 119.0701 , Contractor, and its Subcontractors, shall comply with all pertinent public records laws of Chapter 119, Florida Statutes, and specifically:
(a) keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service; and
(b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; and
( c) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and
( d) meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the Contractor and its Subcontractors upon
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termination of the Contract and 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 public agency in a format that is compatible with the information technology systems of the public agency.
Contractor' s failure to comply with this section shall be deemed a breach of the Contract. Contractor shall be responsible for insuring that all Subcontractors under its control comply with this section. By executing this Contract, Contractor certifies that it is familiar with the public records requirements contained in Chapter 119, Florida Statutes.
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 863-382-2196, CHRISTIAN HARDMAN, BOARD SECRET ARY, [email protected].
20. TRANSFER OR ASSIGNMENT PROHIBITED Contractor shall not assign this contract, in whole or in part, or any monies due or to become due hereunder, without the written consent of District.
21 . ACCEPTANCE AND WARRANTY Unless a longer period is otherwise provided in the Contract Documents, Contractor warrants that the Work shall be free from defects in material and workmanship at the time of final completion and for a period of one year from the date of final completion. Acceptance of the Work and final payment shall not relieve Contractor of the obligation to remedy Work that does not comply with the Contract Documents. Contractor warrants to District that all materials and equipment furnished under this Contract will be new unless otherwise specified, and that all Work will be of good quality, free from faults and defects and in conformance with the Contract Documents. All Work not so conforming to these standards may be considered defective, and Contractor shall promptly repair or replace the defective Work. Contractor shall promptly repair all defects at Contractor's expense. The provisions of this section shall survive the closing.
22. TAXES Contractor shall pay at Contractor's expense, included as a part of the contract price, all sales, consumer, use and other similar taxes required by law resulting from the Work which are in effect as of the date of execution of this Agreement.
23. PERMITS, FEES AND NOTICES Contractor shall secure and pay for all permits and licenses necessary for the proper execution and completion of the Work which are in effect as of the date of execution of this contract. Contractor shall give all notices and comply with all laws, ordinances, rules, regulations and orders of any public authority bearing on the performance of the Work. If either Contractor or District observes that any of the Contract Documents are at variance therewith in any respect, it shall promptly notify the other party, in writing, and any necessary changes shall be adjusted by appropriate modification. If Contractor performs any Work which is contrary to such laws,
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ordinances, rules and regulations in effect as of the date of execution of this Agreement, then Contractor shall assume full responsibility therefore and shall bear all costs attributable thereto.
24. RESPONSIBILITY FOR THOSE PERFORMING THE WORK Contractor shall be responsible to District for the acts and omissions of all its employees and all subcontractors, their agents and employees and all other persons performing any of the Work by, through, or under Contractor.
25. PROVISIONS REQUIRED BYLAW DEEMED INSERTED Each and every provision of law and clause required by law to be inserted in this document shall be deemed to be inserted herein and the contract shall be read and enforced as though it were included, and if, through mistake or otherwise, any such provision is not inserted, or is not correctly inserted, then upon application of either party, the contract shall forthwith be physically amended to make such insertion or correction.
26. SAFETY AND HEALTH REGULATIONS Contractor shall comply with the Department of Labor Safety and Health Regulations for construction promulgated under the Occupational Safety and Health Act and such other rules and regulations as may be applicable to this Project. Contractor shall be solely responsible for initiating, maintaining and supervising all safety precautions and programs in connection with the Work. Contractor shall comply with all applicable laws, ordinances, rules, regulations and orders of any public authority having jurisdiction for the safety of persons or property or to protect them from damage, injury or loss. It shall erect and maintain, as required by existing conditions and progress of the Work, all reasonable safeguards for safety and protection, including, securing materials for the Project, providing appropriate lighting and posting danger signs and other warnings against hazards, promulgating safety regulations and notifying owners and users of adjacent utilities . Contractor and District's designee shall mutually agree on appropriate staging areas for the materials and equipment for the Project so as to not unreasonably encumber District's other real property.
27. INDEMNIFICATION AND HOLD HARMLESS To the fullest extent permitted by Laws and Regulations, Contractor shall indemnify and hold harmless the District and their consultants, agents and employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to reasonable fees and charges of attorneys and other professionals and court and arbitration costs) arising out of or resulting from the performance of the work, provided that any such claim, damage, loss or expense (a) is attributable to bodily injury, sickness, disease or death, or . to injury to or destruction of tangible property ( other than the work itself) including the loss of use resulting therefrom and (b) is caused in whole or in part by any willful or negligent act or omission of Contractor, any subcontractor, any person or organization directly or indirectly employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder or arises by or is imposed by Law and Regulations regardless of the negligence of any such party.
In any and all claims against the District or any of their consultants, agents or employees by any employee of Contractor, any Subcontractor, any person or organization directly or indirectly
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employed by any of them to perform or furnish any of the work or anyone for whose acts any of them may be liable, the indemnification obligation under the above paragraph shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for Contractor or any such Subcontractor or other person or organization under workers or workman's compensation acts, disability benefit acts or other employee benefit acts.
It is the specific intent of the parties hereto that the foregoing indemnification complies with Florida Statute 725.06 (Chapter 725) . It is further the specific intent and agreement of the parties that all of the Contract Documents on this project are hereby amended to include the foregoing indemnification and the "Specific Consideration" therefore as a portion of the contract price.
28. DEFAULT In any action brought by either party for the interpretation or enforcement of the obligations of the other party including District's right to indemnification, the prevailing party shall be entitled to recover from the losing party all reasonable attorney's fees, paralegal fees , court and other costs, whether incurred before or during litigation, on appeal, in bankruptcy or in post judgment collections.
29. BINDING EFFECT This contract shall bind and inure to the benefit of the successors and assigns of each of the parties.
29. GOVERNING LAW AND LITIGATION The Contract shall be governed by the laws of the State of Florida as they are now and hereinafter in force. Jurisdiction and venue of any litigation arising out of the Contract shall be exclusively in Highlands County, Florida. In the event of litigation to settle issues arising hereunder, the prevailing party in such litigation shall be entitled to recover against the other party its costs and expenses, including reasonable attorney fees , which shall include any fees and costs attributable to pre-trial, trial, and appellate proceedings arising on and of such litigation.
30. UNAUTHORIZED ALIEN WORKERS The District will not intentionally award publicly-funded contracts to any contractor who knowingly employs unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C. Section 1324a(e) [Section 274A(e) of the Immigration and Nationality Act ("INA"). The District shall consider the employment by a contractor of unauthorized aliens a violation of Section 274A( e) of the INA. Such violation by the Recipient of the employment provisions contained in Section 274A(3) of the INA shall be grounds for unilateral cancellation of this Agreement by the District.
Employment Eligibility Verification (a) Definitions. As used in this paragraph:
"Employee assigned to this Contract" means an employee who was hired after November 6, 1986, who is directly performing work, in the United States, under this Contract. An employee is not considered to be directly performing work under this Contract if the employee--
(!) Normally performs support work, such as indirect or overhead functions ; and (2) Does not perform any substantial duties applicable to the contract.
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"Subcontract" means any contract entered into by a subcontractor to furnish supplies or services for performance of this Contract or a subcontract under this Contract. It includes but is not limited to purchase orders, and changes and modifications to purchase orders. "Subcontractor" means any supplier, distributor, vendor, or firm that furnishes supplies or services to or for Contractor or another subcontractor. "United States", as defined in 8 U.S.C. l IOI(a)(38), means the 50 States, the District of Columbia, Puerto Rico, Guam, and the U.S. Virgin Islands.
(b) Enrollment and verification requirements. (I) The Contractor must be enrolled in E-Verify at time of contract award, and the Contractor shall use E-Verify to initiate verification of employment eligibility of-
(i) All new employees. (A) Enrolled 30 calendar days or more. The Contractor shall initiate verification of employment eligibility of all new hires of the Contractor, who are working in the State of Florida, whether or not assigned to this Contract, within 3 business days after the date of hire; or (B) Enrolled less than 30 calendar days. Within 30 calendar days after enrollment in E-Verify, the Contractor shall initiate verification of employment eligibility of all new hires of the Contractor who are working in the State of Florida, whether or not assigned to this Contract, within 3 business days after the date of hire.
(ii) Employees assigned to this Contract. For each employee assigned to this Contract, the Contractor shall initiate verification of employment eligibility, to the extent allowed by the E-Verify program, within 30 calendar days after date of contract award or within 30 days after assignment to this Contract, whichever date is later.
(2) The Contractor shall comply, for the period of performance of this Contract, with the requirements of the E-Verify program MOU. Termination of the Contractor's MOU and denial of access to the E-Verify system by the Department of Homeland Security or the Social Security Administration or the U.S. Citizenship and Immigration Service is an event of default under this Contract.
( c) Web site. Information on registration for and use of the E-Verify program can be obtained via the Internet at the U.S. Citizenship and Immigration Service's Web site: http://www.uscis.gov.
( d) Individuals previously verified. The Contractor is not required by this paragraph to perform additional employment verification using E-Verify for any employee whose employment eligibility was previously verified by the Contractor through the E-Verify program.
( e) Subcontracts. The Contractor shall include, and shall require the inclusion of, the requirements of this paragraph, including this subparagraph (e) (appropriately modified for identification of the parties), in each subcontract that includes work performed in the United States under this Contract.
31. MULTIPLE ORIGINALS This contract is executed in multiple copies, each of which shall be deemed an original.
Page 9 of 10
[ SIGNATURES ON FOLLOWING PAGE]
AGREED TO this __ day of September, 2016.
SUN'N LAKE OF SEBRING IMPROVEMENT DISTRICT:
Tanya Cannady, General Manager
Authorized per Resolution No.
CONTRACTOR:
Aaron S. Nadaskay, Vice President, General Manager E.O. Koch Construction Co
Page 10 of 10
(Corporate Seal)
Tanya Cannady CPA, General Manager Michael Hurley, Facilities & Public Safety Director Tenille Smith, Community Services Director Omar DeJesus, Finance Director
To: Board of Supervisors
SUN 'N LAKE OF SEBRlNG IMPROVEME.\IT
DISTRICT
From: Omar DeJesus, Finance Dire~
Date: September 15, 2016
RE: Kitchen Upgrades
Board of Supervisors:
Larry White, President Michael Gilpin, Vice President
Dr. Wally Edgell, Supervisor
Mark Camp, Supervisor Richard Hulbert, Supervisor
This memorandum is a request for board approval for the purchase of a new roll-in
refrigerator and three roll-in carts for the clubhouse kitchen. The addition of this
equipment will increase efficiency, enhance the overall functionality, and provide
adequate product/prep storage. Attached for review, are the three quotes derived for
the purchased. As the lowest quote, it is recommended purchase be granted to
Douglas Equipment in the amount of $14,951.43. Douglas' pricing also includes a 5
year compressor warranty and a 3 year service/labor agreement on the refrigerator.
No budget amendment is needed to fund this purchase; as $100,000 has been allocated
to kitchen upgrades in the current budget.
Please advise if you have any questions.
5306 Sun 'n Lake Blvd., Sebring, FL 33872 Ph 863-382-2196 Fax 863-382-2988 www .snldistrict.org
Page 1 of 2
RESOLUTION NO. 2016-09/23-44
A RESOLUTION OF THE SUN ‘N LAKE OF SEBRING IMPROVEMENT DISTRICT TO APPROVE THE PURCHASE OF A NEW REFRIGERATOR FOR THE CLUBHOUSE KITCHEN FROM DOUGLAS EQUIPMENT FOR $14,951.43.
WHEREAS, the Sun ‘n Lake of Sebring Improvement District (hereinafter “District”) was created by Ordinance Number 74-4, Highlands County, Florida, as codified at Section 9-81, et seq., Code of Ordinances, Highlands County, Florida, as amended from time to time (hereinafter “Enabling Act”); and
WHEREAS, District staff are requesting Board approval for the purchase of a
new roll-in refrigerator and three (3) roll-in carts for the Clubhouse kitchen, which will increase efficiency, enhance the overall functionality, and provide adequate product/prep. Storage; and
WHEREAS, the District budgeted $100,000 to be used for kitchen upgrades; and WHEREAS, pursuant to the District Purchasing Policy, District staff have
obtained three (3) written quotes, the lowest of which is from Douglas Equipment at a total price of $14,951.43, including freight and install fees, a copy said quote being attached hereto as Exhibit “A”; and
WHEREAS, District staff recommend the purchase of the new roll-in refrigerator
and three (3) roll-in carts for the Clubhouse kitchen as quoted by Douglas Equipment for a total of $14,951.43; and
WHEREAS, the Board of Supervisors has determined that purchasing the new
roll-in refrigerator and three (3) roll-in carts for the Clubhouse kitchen as quoted by Douglas Equipment for a total of $14,951.43, is in the best interests of the District.
NOW THEREFORE BE IT RESOLVED by the Board of Supervisors of the Sun
‘n Lake of Sebring Improvement District as follows: 1. That the “Whereas” clauses above are true and correct and incorporated
herein by reference. 2. That the purchase of the new roll-in refrigerator and three (3) roll-in carts
for the Clubhouse kitchen as quoted by Douglas Equipment for a total of $14,951.43, pursuant to the quote attached hereto as Exhibit “A”, is hereby approved.
3. That all Resolutions or parts of Resolutions that are in conflict herewith be
and the same are hereby revoked.
APPROVED AND ADOPTED by the Board of Supervisors of the Sun 'n Lake of
Sebring Improvement District of Highlands County, Florida, this
September, 2016.
Attest: -----------
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT
Larry White, President Board of Supervisors
Christi an Hardman, Board Secretary (SE AL)
Page 2 of 2
day of
DOUGLAS EQUIPMENT ~J Beltant & Food State
Eqaipmat
Quote
Project:
Sun 'n Lake of Sebring Improvement District
From:
Douglas Equipment Karen Waldron 301 North St. Bluefield, WV 24701-304-327-0149
09/12/2016
(304)327-0149 1118 (Contact) Project Code : 27882
Item Qty
Job Reference Number: 11972
Description Sell
1 1 ea ROLL-IN REFRIGERATOR $13,198.94
2
Traulsen Model No. RRl332LUT-FHS Spec-Line Refrigerator, Roll -in, three-section, self-contained refrigeration, stainless steel exterior and interior, standard depth cabinet, full-height doors, accepts 66" high racks (by others) with INTELA-TRAUL™, 3/4 HP, cULus, NSF Dimensions 83.25(h) x 100.50(w) x 35 .96(d)
1 ea 115v/60/lph, 12.8 amps, NEMA 5-20P, standard
1 ea 3 year service/labor & 5 year compressor warranty, standard
1 ea Door hinging to be determined
Class 150 Weight: 1230 lbs total
3 ea REFRIGERATOR RACK, ROLL-IN
Alexander Industries Model No. R-401 Roll In Refrigerator Rack, mobile, 63"H x 26"0 x 20-1/2"W, solid bottom, open sides, 3" slide spacing, capacity (19) 18" x 26" bun pans, square aluminum uprights, end loading, 5" dia. non-marking swivel casters, shipped fully assembled, NSF Dimensions 63.00(h) x 20.50(w) x 27.00(d)
Weight: 153 lbs total
Acceptance : Date:
Merchandise
Freight
Install
Total
$290.83
Sell Total
$13,198.94
$872.49
$14,071.43
$590.00
$290.00
$14,951.43
------------------- --------------Printed Name:
EXHIBIT
I A • Sun 'n Lake of Sebring Improvement Initial: __ _
WebstaurantStore http://www.gotowebstore.com/882RRl332LFS
Item#: 882RRl332LFS MFR#: RRl332LUT-FHS
I •
~ All stainless steel construction
~ INTELA-TRAUL microprocessor control system
~ Accommodates three 27" x 29" x 66" pan racks
~ 115V
UPC Code:
Condition:
SPECS
Width 100 1/2 Inches
Depth 35 9/16 Inches
Height 83 1/4 Inches
Interior Width 95 1/2 Inches
Interior Depth 281nches
Interior Height 66 5/16 Inches
Amps 12.8 Amps
Hertz 60
Phase
Only
$14,518.85 Accessories & Options
* Door Hinging - Front (Kitchen) Side, Left Section
* Door Hinging - Front (Kitchen) Side, Mid Section
* Door Hinging - Front (Kitchen) Side, Right Section
Shipping:
Usually Sh ips in 4-8 Weeks
400010779369
New
1 rau1sen :::,pec-une Kerngerator - KKl.j.jLLU 1-r-H:::, - l,Ullnary uepm
I Search Store
Traulsen RRl332LUT-FHS Spec-Line Refrigerator
Product Specifications
Weight
Dimensions
Depth
A , 11 s
1230.00 Pound(s)
83.25(h) X 100.SO(w) X 35.96(d)
standard
$14,518.84
1 Add to cart
CALL US e C)C,
httnc:: ·/At.nAtu.1 r• ,lin::::1in1rk~l'V"\tinr rnrn/roc::t:::u 1r~nt-on11inmont/c::nlirLf"VV"\r_rnll-in..rnll_thr11-c::nor-lino...inc::tih rtinn~l-hc~'"' -rl11h,_rofrincr:atrvc::/fr~11lc::on..rri~~?l1 .t_fhc::-<:nor-1 1 /4
Edward Don & Company Quote
To: Project: From:
SUNN LAKE GOLF CLUB (d/c 02) CANDLELIGHT RESTAURNAT 5223 SUN NORTH LAKE BOULEVARD
Roll in Cooler Edward Don & Company Paul Zuehlsdorf 11500 M iramar Pkwy. Suite 600
SEBRING, FL 33872-2133 Miramar, FL 33025 (863)528-3198 Cell (866)247-9485 E-Fax [email protected] (Email)
Customer ID : 0001012640
Item Qty
Job Reference Number: 105634
Description Sell
2 3 ea REFRIGERATOR RACK, ROLL-IN $309.43
Alexander Industries Modef No. R-401 {1043373) Roll In Refrigerator Rack, mobile, 63"H x 26"0 x 20-1/2"W, solid bottom, open sides, 3" sl ide spacing, capacity {19) 18" x 26" bun pans, square alum inum uprights, end loading, 5" dia . non-marking swivel casters, shipped fully assembled, NSF
Total
This quote is for product only and final billing will include freight, taxes, and any vendor special charges related to this order. Customer specifically acknowledges and accepts such additional charges upon acceptance of this quote. To the extent that these charges are not incorporated into the Customer's purchase order, Customer agrees to accept responsibility notwithstanding any purchase order language to the contrary. Prices are valid for 30 days from the date of this quote and are subject to manufacturer price increases. Acceptance : Date :
Cl ....... I I\VC r.=1"'11 C r1 I ID,,..,_ n"I\
09/08/2016
Sell Total
$928.29
$10,931.79
A1exanaer inausmes K-4u·1 Ko11 in Kemgerator KacK
LOG Nor Cj;!EATE ACCOL.NT 0 ITEM(S) $0.00
HF~ Ov
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HOME SUPPLIES KITCHEN SUPPLIES RESTAURANT STORAGE RESTAURANT SPECIALTY RACKS ROLL IN REFRIGERATOR RACKS
Alexander Industries R-401 Roll In Refrigerator Rack
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Details Specs Literature Parts
Alexander Industries R-401 Roll In Refrigerator Rack
Features : Mobile 63 High Solid Bottom Open Sides With 3 Slide Spacing Capacity 19 - 18 X 26 Bun Pans Welded Extruded Aluminum Construction End Loading 5 Dia. Swivel Casters Shipped Fully Assembled Nsf Construction Type: Extruded
• Sides: Open • Pan Size : 18 X 26 • Supports: Angle • Frame : Welded • Construction: Aluminum • Pan Capacity: 19 • Centers : 3 • Loading : End
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1/?
Tanya Cannady CPA, General Manager
Michael Hurley, Facilities & Public Safety Director
Tenille Smith, Community Services Director
Omar DeJesus, Finance Director
To: Board of Supervisors
SUN 'N LAKE OF SEBRING IMPROVEMENT
DISTRICT
From: Tanya Cannady, CPA General Manager
Date: September 16, 2016
Re: Policy Manual updates
Board of Supervisors:
Larry White, President
Michael Gilpin, Vice President
Richard Hulbert, Supervisor
Dr. Wally Edgell, Supervisor
Mark Camp, Supervisor
Attached is our current Policy Manual with strikethroughs for proposed deletions and gray highlights for proposed additions. Below is a summary of the changes:
1) Page 12 - Section B-1504 was updated to refer to the County Ordinance for the annual landowner's meeting and to eliminate section B-1505 since District owned lots can no longer be counted for voting purposes.
2) Page 14- Section B-1801 added Florida Statute Chapter numbers for Ethics and Sunshine Law. 3) Page 15 - Section C-1006 is a new section that incorporates Resolutions 09-10 and 09-67
regarding legal indemnification 4) Page 29 - Section D-1010, 7-5 clarifies that the District should obtain request for proposals
(RFP) for projects estimated at $25,000 or more. 5) Page 34 - Section D-1015 eliminates outdated wording for investments and updates authorized
investment options per the requirements of Florida Statutes. 6) Page 42 - Sections G-1103 and G-1104 updates the probationary period consistent with the
Employee Handbook. 7) Page 48 - J-1000 updates a description of the District's recreational facilities. 8) Page 51 - K-1017 Utility Line Taps, one sentence added per resolution 2015-01/09-01. 9) Page 54 - N-1000 updates fire protection.
The Food and Beverage Section 1-1000 has been blank for a long time and I will bring recommended wording for this Section at the next Board meeting. Please advise if you have any questions.
5306 Sun 'n Lake Blvd., Sebring, FL 33872 Ph 863-382-2196 Fax 863-382-2988 www .snldistrict.org
DISTRIC
PC>lLICYi MANlJAL
ADOPTED SEPTEMBER 26, 1997
REVISION DATES:
September 27, 1997 May 22, 1998 April 23 , 1999
September 22, 2000 December 15, 2000 November 16, 2001
October 11 , 2002 February 28 , 2003 December 19, 2003
May 30, 2006 November 2, 2010 September 27, 2013
January 9, 2015 June 26, 2015
March 27, 1998 December 18, 1998 November 19, 1999 November 1 7, 2000
March 23 , 2001 February 22, 2002
January 24, 2003 November 21, 2003
October 28, 2005 June 12, 2009 June 24, 2011
October 11 , 2013 February 27, 2015
December 11 , 2015
TABLE OF CONTENTS
Chapter A
A-1000 A-1100 A-1200
ChapterB
B-1000 B-1100 B-1200 B-1300 B-1400 B-1500 B-1600 B-1700 B-1800
Chapter C
C-1000 C-1100
ChapterD
D-1000
Chapter E
E-1000
Chapter F
F-1000 F-1100
Chapter G
G-1000 G-1100 G-1200
Improvement District Legal Basis
Legal Basis Board of Supervisors District Organization
Board of Supervisors Operation
Board Officers and Committees Duties of Board Officers Meetings of the Board Agenda for Regular Meetings Minutes Matters of District Importance Study/Workshop Meetings Policy Board Member Ethics
General Improvement District Administration
Overall District Administration Chief Executive Officer
Fiscal Management
Fiscal Management
District Property
District Property and Facilities
Public Relations
General Public Relations Advertising and Distribution of Materials
Personnel
General Section Conditions of Employment Staff/Community Relations
1
Chapter H
H-1000 H-1100 H-1200 H-1300
Chapter I
Chapter J
ChapterK
K-1000
Chapter L
Chapter M
Chapter N
Chapter 0
Chapter P
Country Club
Golf and Country Club Golf Membership Tee Times and Tournaments Golf Operations
Food and Beverage
Community Center and Recreation
Utility
Water and Wastewater Utilities
Roads
Drainage
Fire Protection
Environment
Permits
2
AlOOl
A-1002
A-1003
A-1004
LEGAL BASIS A-lQQQ
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT
The legal basis for the Sun 'n Lake of Sebring Improvement District is Ordinance 74-4, Highlands County, Florida, as codified at Section 9-81 , et seq, Code of Ordinances, Highlands County, Florida as amended, and the laws of the State ofFlorida.
DISTRICT CLASSIFICATION
The District is classified as an Independent Special District by the Department of Community Affairs pursuant to Chapter 189 Florida Statutes.
MISSION STATEMENT
Sun ' n Lake of Sebring Improvement District is a self-governing, financially sound community providing protection, governmental services and recreational facilities for its residents.
DEFINITIONS
Unless the context shall indicate otherwise, the following words as used in this policy manual shall have the following meanings:
POLICY RULE
PROCEDURE REGULATION PRINCIPLE BOARD MEMBER ADMINISTRATION
Is a principle of action Is a statement governing conduct, action, arrangements, etc. based on policy Is a method of doing things based on policy Is a control by rule, principle or system based on policy Is the ultimate source, origin or cause of something Is the Board of Supervisors Is a supervisor Is the collective management of the District
3
A-1101
A-1102
A-1103
A-1104
A-1105
A-1106
A-1107
BOARD OF SUPERVISORS A-11 oo
GOVERNING BODY
The Improvement District is governed by a five member Board of Supervisors
SELECTION OF SUPERVISORS
Supervisors are elected by landowners or qualified electors as specified by Highlands County Ordinance 74-4 as codified at section 9-81 , et seq, and Chapter 189, FloridaLaw.
TERM OF OFFICE
The term for an elected supervisor is four ye a rs . The term for an appointed supervisor is to:
a. The next landowner's meeting if the vacated seat was elected by the landowners b. The balance of the term if the vacated seat was elected by the qualified electors
VACANCIES
Supervisors may be appointed by the Board to fill vacancies occurring between elections.
ELECTIONS
Elections may be conducted by the Improvement District or by the Highlands County Supervisor of Elections at the Districts option.
POWERS OF THE BOARD
The Board acts in accordance with the powers granted it by Ordinance 74-4, Highlands County, Florida, as codified at Section 9-81, et seq, Code of Ordinances, Highlands County, Florida as amended from time to time, the laws of the State of Florida and court interpretation of these laws.
FUNCTIONS
Policy-making functions: The Board is responsible for policy-making. Policies are principles established by the Board to chart a course of action.
Executive function: The Board selects a general manager to operate the District in accordance with District policies.
4
A-1108 COMPENSATION AND EXPENSES
Supervisors receive annual compensation as prescribed by the district charter. Supervisor' s annual compensation shall be paid in twelve equal monthly installments. Supervisors on District business will be reimbursed for actual and necessary expenses incurred in the execution of official duties or in the performance of functions which have been authorized by theBoard. Such expenses shall not be in excess of the amounts provided by law for state and county officials. Each supervisor is responsible for submitting an itemized listing of reimbursable expenses to the Finance Director for listing with the regular monthly bills and Board approval.
DISTRICT ORGANIZATION A-1200
A-1201
A-1202
A-1203
A-1204
GENERAL MANAGER
The General Manager is the Chief Executive Officer of the District and under the direction of the Board has general supervision of all the services and functions of the District in accordance with District policies. The General Manager may delegate to other District personnel the exercise of such powers and the discharge of such duties imposed on the general manager. The delegation of power or duty, however, does not relieve the General Manager of responsibility for the action taken under such delegation.
ORGANIZATION
The District is organized into the following functional areas :
1. Golf Course Operation 2. Utilities - Water and Wastewater 3. Operations and Maintenance - Administration, Finance, Public Safety, Buildingand
Grounds, Roads and Drainage, Public Works
FISCAL YEAR
The fiscal year for the District shall commence on each October 1st and terminate on September 30th of the next calendar year.
DISTRICT CALENDAR
A calendar listing approved holidays when District office will be closed shall be approved each year by the Board of Supervisors. The District follows the Tenth Judicial Circuit holiday schedule.
5
BOARD OFFICERS AND COMMITTEES B-1 ooo
B-1001
B-1002
B-1003
B-1004
ELECTION OF OFFICERS
The officers of the Board are elected at the annual organizational meeting.
OFFICERS
The officers to be elected are president, vice-president, treasurer, and secretary and assistant secretary. The treasurer and secretary may be non-members of the Board of Supervisors and if so are non-voting officers . Each officer is elected by a majority of the members by roll call vote.
TERM OF OFFICE
The term of each office is one year and no Board member shall serve consecutive terms in the same office.
COMMITTEES
1. The Board authorizes advisory committees deemednecessary. 2. Each committee shall have a mission statement approved by the Board of Supervisors.
Committee members are appointed by the Board of Supervisors based on qualifications criteria. Each committee is responsible for its own organization.
3. Each committee shall keep minutes, give notice of meetings and otherwise comply with Florida Sunshine Law.
4. Committees shall present their recommendations to the general manager regularly for appropriate action.
5. Committees may present their recommendations to the Board of Supervisor's for appropriate action.
6. The purpose, usefulness and function of each committee shall be reviewed yearly by the Board of Supervisors.
7. Each committee shall be re-authorized yearly by the Board of Supervisors upon the foregoing review or dissolved when its function is no longer deemed necessary by the Board.
DUTIES OF BOARD OFFICERS B-11 oo
B-1101
B-1102
REMOVAL OF OFFICERS
Any officer of the Board may be removed for cause by a vote of three or more supervisors.
PRESIDENT
The president of the Board conducts all meetings of the Board and signs all legal documents on behalf of the Board as authorized by the Board.
6
B-1103
B-1104
B-1105
B-1106
B-1107
B-1108
VICE-PRESIDENT
The vice-president of the board performs the duties of the president in the absence of the president and such other duties as may be designated by the Board.
SECRETARY
The secretary of the Board keeps records of all Board meetings, posts all legal notices, prepares and signs all legal documents unless otherwise ordered by the Board, and performs such other duties as may be designated by the Board.
TREASURER
The treasurer of the board receives, holds in custody, and expends all funds as directed by the Board; and, furnishes a bond which is paid from District funds .
SUPERVISOR CONFLICT OF INTEREST
No member of the Board of Supervisors shall have direct or indirect personal interest in any contract with the District nor perform any labor nor furnish neither equipment nor supplies to the District. No member of a Board of Supervisor' s immediate family shall be hired by the District in any capacity during the term of office of the supervisor. No member of a Board of Supervisor' s immediate family shall chair or serve on any committee that would have a direct interface with the Board of Supervisors .
SUPERVISOR DEVELOPMENT OPPORTUNITIES
Supervisors encouraged attending educational workshops and conferences. Any expenditure of District funds for such meetings must have prior Board approval.
BOARD MEMBER AND STAFF RELATIONSHIP
No members of the Board shall give direction to any district employee unless specifically authorized by motion of the Board at a duly constituted meeting or by consensus of Board members . No District employee shall act on direction by a Board member unless such is specifically authorized as per the previous sentence. District employees shall report any violation of this policy to the General Manager.
7
MEETINGS OF THE BOARD B-1200
B-1201
B-1202
B-1203
B-1204
B-1205
B-1205
B-1207
TIME OF MEETING
A schedule of meeting dates , times and places is determined by the Board at its annual organizational meeting. Meetings will be noticed and posted in accordance with Florida Law.
PLACE OF MEETING
Meetings of the Board are held at the Community Center, 3500 Edgewater Drive unless otherwise announced in advance and notice posted.
CALL TO ORDER AND ADJOURNMENT
The president calls all meetings to order at the appointed time or as soon thereafter as a quorum is present. If after a half hour, a quorum is not present, those present may leave. The minutes shall reflect adjournment without a quorum. Lack of a quorum at any time during the meeting stops the meeting, and the chair shall declare the meeting adjourned to a future date and hour, but any action taken prior to such adjournment remains valid.
QUORUM
Three members of the Board of Supervisors constitute a quorum for the transaction of business.
LEGAL ACTION
A majority of the quorum present is required to pass a motion or resolution, or other matter pending before the Board. Official action is taken only in a properly noticed regular business meeting or a special meeting called to conduct business. A supervisor acts on behalf of the Improvement District other than at a duly constituted meeting only when authorized to do so by the Board of Supervisors.
ROBERT' S RULES OF ORDER
Robert 's Rules of Order shall govern Board meetings. Rules may be suspended by a majority of the quorum present and the order of business may be suspended at any meeting by a majority of the quorum present.
RECESSED MEETINGS
Any regular meeting of the Board may be recessed to a specific time and place. Only the agenda of the meeting recessed may be acted upon at a reconvened meeting unless a majority of the quorum present agrees to consider specific additional items.
8
B-1208
B-1209
B-1210
B-1211
B-1212
B-1213
VOTING
The roll call for voting is by random call of supervisor's last names on a rotating basis.
ABSTENTION FROM VOTING
No member may abstain from voting on any issue unless there is or appears to be a conflict of interest. In event of a perceived personal or financial conflict of interest, the member shall disclose the conflict and shall file a statement of same with the board secretary to be included in the meeting minutes.
EXECUTIVE SESSIONS
The Board may hold an executive session at any time, as long as the Florida law requirements for such executive session are met. The Board may not make any decisions requiring a vote at a meeting which is closed to the public. The closed meetings are only for deliberation regarding pending litigation.
HEARING OF INDIVIDUALS OR DELEGATIONS
All meetings except executive sessions are open to the public and any individual or delegation may address the Board for a maximum time of three minutes on any subject. An additional two minutes may be granted at the discretion of the president.
READING OF PETITIONS AND COMMUNICATIONS
All correspondence received by the District shall be placed in the next available agenda package to be presented to the Board of Supervisors by the Board Secretary.
PHYSICAL PRESENCE REQUIRED FOR SUPERVISOR PARTICIPATION
A physical quorum must be present to conduct any District business. Supervisors shall not be permitted to appear by telephone and/or electronic means to participate in any meeting of the Board and must be physically present at any meeting of the Board in order to participate in the meeting.
9
AGENDA FOR REGULAR MEETINGS B-13QQ
B-1301
A. B. C. D. E. F. G. H. I. J. K. L. M. N. 0. P. Q .
B-1302
1.
2.
3.
4.
5.
6.
7.
8 .
AGENDA FORMAT
Call to order Pledge of Allegiance Announcements Consent Agenda Action Agenda Add-on items Petitions and Communications Staff Reports District Attorney' s Report General Manager' s Report Unfinished Business New Business Committee Reports Public Comments Discussion to/from Board Other Business Adjournment
AGENDAS
The agenda for meetings of the board is composed of a consent agenda and an action agenda and is coordinated by the General Manager. The agenda for regular meetings is delivered to Board of Supervisors four calendar days preceding the meeting. The agenda for special meetings is delivered to members at least twenty-four hours before the meeting. Meeting agendas will be posted at District Office, Community Cultural Center and Golf Pro Shop. The agenda for workshops is delivered to members two calendar days preceding the meeting. Any Board member may request the General Manager at least 5 days prior to a Board meeting to have an item(s) added to the meeting agenda. Any item on the consent agenda may be removed from it and added to the action agenda by request of any Board member. The consent agenda items must be approved by motion of the Board.
10
MINUTES B-J 4QQ
B-1401
B-1402
B-1403
MINUTES
The minutes of Board meetings, except executive sessions, are recorded, printed by the administrative staff and delivered to members for inclusion in the consent agenda at the next regular meeting.
Official minutes filed in the District Office in accord with public records laws for all meetings shall include the following:
1. The time, date and place of the meeting. 2. The members present and the members absent. 3. A statement of the topics discussed and any decisions made at the meeting. 4. The names of those who move and second motions and resolution and the results of the
vote those who vote ayes and nays.
Proposed minutes shall be reviewed by the General Manager and made available for public inspection at the District Offices promptly after the meeting.
Approved minutes shall be available for public inspection at the District Office promptly after the meeting at which they are approved.
RETENTION OF MINUTES
The official minutes are filed in the District Office and retained in accordance with Florida Law.
RECORDS AV All.ABLE
All records of the Board are made available to the public in accordance with Florida Law.
MATTERS OF DISTRICT IMPORTANCE B-1500
B-1501 INDIVIDUAL BOARD MEMBER ISSUE
An individual Board member having an issue for resolution concerning the District should contact the General Manager regarding the issue. The General Manager will contact the Board president in this regard who will do one of the following:
1. Make the issue an agenda item for the next board meeting. 2. Call a special meeting of the Board. 3. Direct the General Manager to contact a specific Board member with the appropriate
expertise. 4. Direct the General Manager to resolve the issue as Board action is not required.
11
B-1502
B-1503
B-1504
B 1505
SPECIAL MEETINGS
A special meeting of the Board may be called by the president, or any other two Board members.
No business shall be transacted except that for which the meeting is called and which is stated in the meeting notice.
The General Manager may request the president or any other two board members to call a special meeting of the Board when circumstances require such action.
SPECIAL MEETINGS - PUBLIC NOTICE
Public notice of special meetings of the board shall be given as appropriate under Florida Statutes.
ANNUAL LANDOWNERS MEETING
The annual meeting of landowners shall be held the fourth Friday of January each year for the purpose of electing supervisors should a seat be vacant; and, reporting all work undertaken or completed during the preceding year. Procedures for the annual meeting of the landowners are wecified b Highlands County Ordinance 74-4 as codified at section 9-84 as amended.
VOTING PROCEDURE FOR DISTRICT OW}ffiD LOTS AT THE MEETING OF LANDOW}ffiRS
-h The Sun 'n Lake of Sebring Improvement District Board of Supervisors may be convened prior to the start of the Landowners Meeting for the purpose of detennining whether the Board shall cast votes for land owned by the District on any issue brought to the landowners for vote.
2. The District may not vote the lots owned by the District for the purpose of election of any member to the Board of SupeFvisors. Should any business except election of supervisors be brought before the landmvners for vote, the proxy for the Board of Supervisors shall vote the lots ov,ned by the District.
3. The meeting shall be adjourned immediately follovling the adjournment of the landowners meeting.
STJIDYIWQRKSHQP MEETINGS OF THE BQARDB-1600
B-1601 STUDY I WORKSHOP MEETINGS
Study I workshop meetings of the Board are held for the purpose of hearing staff reports and discussing issues which may at some time be agenda items at a regular or special meeting. No votes are taken or business conducted at study I workshop meetings.
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B-1602 STUDY I WORKSHOP MEETINGS - PUBLIC NOTICE
Public notice of study / workshop meetings of the Board will be given in accordance with Florida Statutes.
BOARD POLICY - GENERAL B-1700
B-1701
B-1702
B-1703
B-1704
B-1705
POLICY MANUAL
Each supervisor shall be provided with a Board policy manual for use during the supervisor' s term of office. The manual is the property of the District. A copy of the manual shall be maintained in the District Office for reference by interestedresidents.
REVISIONS
Revisions, amendments or additions to the policy manual may be an agenda item at a regular meeting.
REVIEW
The General Manager will review the Policy Manual annually and make recommendations to the Board for changes if necessary.
SUSPENSION
The operation of any section or sections of these policies may be suspended temporarily by a vote of three supervisors at a regular or special meeting. Only the Board may suspend a policy. The general manager may suspend approved fee schedules temporarily in situations involving the need for an immediate business decision when it is impractical to call a special Board Meeting and shall notify each supervisor of such action promptly.
ADMINISTRATION IN ABSENCE OF WRITIEN POLICY
In instances where action must be taken and the Board has provided no policy, the general manager has the power to act. The general manager will inform the Board promptly of such action and whether there is a need for a policy.
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BOARD MEMBER ETHICS B-t soo B-1800
B-1801
B-1802
DISTRICT CODE OF ETHICS FOR BOARD OF SUPERVISOR MEMBERS
In addition to the statutory requirements, Board of Supervisor Members is to refrain from the following conduct: 1. Disregarding official duties. 2. Showing discourtesy to persons whom the member comes in contact while in the
performance of official duties. 3. Threatening, intimidating, coercing or interfering with fellow Board members, the public at
large or District employees or contractors. 4. Giving direction to District employees or contractors. 5. Provoking or instigating a fight. 6. Deliberately destroying or damaging District property. 7. Receiving from any person or participating in any fee, gift or other valuable thing in the
course of duty, when such fee, gift or other valuable thing is given in the hope of receiving a favor or better treatment than that accorded other persons in regards to a member's official duties or actions.
8. Falsifying official records. 9. Theft or removal from District premises without proper authorization, of any District
property or the property of an employee or fellow member. 10. Immoral, unlawful or improper conduct or indecency which would tend to adversely affect
an employee or member's performance of his or her official duties. 11. Being convicted of felony or first degree misdemeanor as defined by Florida Statutes or any
crime involving moral turpitude. 12. Sexual harassment consisting of unwelcome advances, request for sexual favors and other
verbal or physical conduct of a sexual nature of which victim may be of either sex and also need not be of the opposite sex.
13. Other unlawful harassment which is discriminatory conduct based upon the protected features of race, color, sex, marital status, religion, creed, national origin, political opinions or affiliations, age, disability or any other factor.
SUPERVISOR CODE OF CONDUCT
Supervisors are expected to conform to the Sun 'n Lake of Sebring Improvement District Board of Supervisor "Code of Ethics", Florida Commissioas, Ethics Statues Chapter 112 "Code of Ethics for Public Officers and Employees" and Florida Statutes Cha ter 286.011 otherwise known as the Florida's Government in the Sunshine La to promote the public interest and maintain the respect of the people for their government.
BOARD MEMBER DECORUM
Board members shall exhibit propriety and good taste in behavior and speech at public meetings.
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OVERALL DISTRICT ADMINISTRATION C-lQQQ
C-1001
C-1002
C-1003
C-1004
C-1005
C-1006
GENERAL ADMINISTRATION GOALS
The major goals of the District administration are to implement the policies of the Board of Supervisors.
ADMINISTRATIVE AND STAFF POSITIONS
The General Manager is responsible for the employment of qualified individuals to fill administrative and staff positions of the District. The Board has overall responsibility for District personnel through the General Manager.
LINE AND STAFF RELATIONSHIPS
All personnel will refer matters requiring administrative action to the appropriate administrator immediately in charge. Matters requiring administrative action should be resolved at the lowest administrative level practicable. Administrative decisions may be appealed through approved grievance procedures.
ADMINISTRATIVE SALARIES
The administrative salary schedule is provided to the Board annually during budgetary review as a matter of information.
CONFLICT OF INTEREST
The administration will avoid placing any administrator in a position of supervising a close relative or participating in decisions or recommendations as to hiring, discharging, promoting, demoting or transferring a close relative.
LEGAL INDEMNIFICATION
1. In accordance with Florida law, the following shall be rovided the benefit of the indemnification, hold hannless, su iport and legal defense rovisions:
a. All members of the Board of Supervisors, its officers, employees and agents, the General Manager and its employees, the District Legal Counsel, its Associates and em loyees, and the District Engineer and its employees (the "Indemnities");
b. Independent contractors, except those identified in subsection (a) above, agents or persons shall not be so indemnified with respect to service to the District except to the extent permitted by law and authorized by a majority vote of the members of the District's Board.
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2. In accordance with Sections 111.07 and 768.28, Florida Statutes, the District hereby agrees to provide legal representation to defend any and all civil actions, including federal civil rights and other federal civil claims, arising from a complaint for damages or injuries suffered as a result of any act or omission of action of any of the Indemnities, present or former, arising out of and in the scope of his or her employment or function, unless, in the case of a tort action, the Indemnities acted in bad faith, with malicious purpose, or in a manner exhibiting wanton and willful disregard of human rights, safety, or property. Defense of such civil actions includes, but is not limited to, any civil rights lawsuit seeking relief personally against any of the above-listed Indemnities for an act or omission under color of state law, custom or usage, wherein it is alleged that such officer or agent has deprived another person of rights secured under the Federal Constitution or laws, including, by way of example, actions under 42 U.S.C. § 1983 or other federal statute. The District hereby further agrees to provide legal representation to defend against any other litigation arising against its Indemnities from the performance of their official duties while serving a public purpose, including civil, administrative or criminal actions as permitted by law. By these provisions, the District does not waive any immunity from liability or limited waiver of such immunity as granted under Florida law. Rather, the District is stating that to the extent the state does not through its laws protect the Indemnities from liability, it is committed to doing so to the extent described herein.
3. The District may insure itself in order to cover all reasonable costs and fees directly arising out of ot in connection with any legal claim or suit which directly results from a decision or act made by Indemnities while performing the duties and functions of his or her position. "--,:-----=------, 4. This policy is intended to evidence the District's support of Indemnities who perform acts and render decisions in the good faith performance of their duties and functions. The District will neither support nor defend those actions or omissions committed by an individual outside the scope of his/her office or committed in bad faith or with malicious purpose or in a manner exhibiting wanton and willful disregard of human rights, safety, or property. In the event that the District ha expended funds to provide an attorney to defend Indemnities who are found to be personally liable by virtue of actions outside the scope of his or her employment or function, or are found to have acted in bad faith, with malicious purpose, or in a manner exhibiting wanton disregard for human rights, safety, or property, the Indemnities shall be required to reimburse the District for funds so expended. The District may recover such funds in a civil action against such individual. .__ ___ _
5. The District agrees to pay any final judgment, including damages, fines, penalties, or other damages, and attorney's fees and costs, arising from any complaint for damages or injuries suffered as a result of any action or omission of action of any Indemnities as described in paragraph 1 above, in any civil action or civil rights law suit described in Section 111.07, Florida Statutes. If the actio arises under Section 768.28, Florida Statutes, as a tort claim, the limitations and provisions of that section governing payment shall apply. If the action is a civil rights action arising under 42 U.S.C. § 1983, or similar federal statutes, payment for the full amount of judgment may be made unless the Indemnities have been determined in the final judgment to have caused the harm intentionally. The District agrees to pay any compromise or settlement of any claim or litigation described in thi paragraph, provided, however that the District determines such comeromise or settlement to be in the District's best interests. ---~------~------------6. Payment of judgments or provision of legal representation pursuant to this olicy is conditioned on the following as determined in the sole discretion of the District
a. The actions of the Indemnities were within the scope of his or her duties and authority; and b. The acts or omissions of the Indemnities did not constitute bad faith, malicious purpose,
intentional infliction of harm, or were not done in a manner exhibiting wanton and willful disregard of human rights, safety, or property; an
c. The Indemnities did not receive any financial rofit or advantage to which he or she was not le ally entitled· and
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d. Delivery of a copy of the summons, complaint, notice, demand letter, or other document or pleading in the action, or a letter setting forth the substance of any claim or complaint to the President, Vice President, General Manager, or District Attorney, together with a specific request in writing that the District defend or provide representation for the Indemnities; and
e. The Indemnities COQ£erate continuously and fully with the District in the defense of the action; and
f. Written approval of the Board of Supervisors to undertake any such representation is provided by resolution, with any such representation not being retroactive in nature, but only applying from the date of resolution forward, excc::pt for good cause shown.
7. Any indemnification, legal defense or other .J)rotection rovided _pursuant to this r~resentation shall not extend to:
a. Consulting or other outside professional or business activities for which the Indemnities received financial or other material compensation, which are outside the sco e of his or her District duties and authority; and
b. Any independent contractor for whom defense or indemnification is not authorized ursuant to paragraph 1 (b) of this policy; and
c. Any fine, penalty or other punishment imposed as a result of conviction for a criminal offense, and any legal fees and costs incurred to defend criminal prosecution in which a conviction is obtained.
d. Any indemnification or defense _Qrohibited by law.
8. In the event legal representation or defense is provided, the Indemnities may either:
a. Retain legal counsel appointed by the District, in which case legal counsel shall be paid directly by the District; or
b. Retain legal counsel chosen by the Indemnities, in which case the District shall have the right to:
1. Approve, in advance, any agreement for legal fees or disbursements; and 11. Pay all or part of the legal fees, costs and other disbursements and to set a
maximum for legal fees, costs and other disbursements; and 111. Direct the defense and settle or compromise the action or claim; and 1v. Any monies that may be payable by the District shall be reduced or offset by any
court costs or attorney's fees awarded to the Indemnities
9. The benefits of this policy shall not enlarge the rights that would have been available to any thirdparty plaintiff or claimant in the absence of this policy.
10. To the extent permitted by law, this policy shall inure to the benefit of the heirs, personal representatives, and estate of the Indemnities.
11. The District reserves the right to change, modify or withdraw this policy in its sole discretion, except as to actions, demands, or other claims based on acts or omissions which occurred before the effective change, modification or withdrawal of this olicy.
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CHIEF EXECUTIVE OFFICER C-11 oo C-1101
C-1102
C-1103
C-1104
GENERAL MANAGER
The General Manager is the Chief Executive Officer of the District and under the direction of the Board has general supervision of all the services and functions of the District in accordance with District policies.
The General Manager may delegate to other District personnel the exercise of such powers and the discharge of such duties imposed on the General Manager. The delegation of power or duty, however, does not relieve the general manager of responsibility for the action taken under such delegation.
QUALIFICATIONS
The general manager shall have the qualifications as prescribed by theBoard.
EVALUATION OF ADMINISTRATIVE PERSONNEL
The General Manager evaluates annually the performance of all personnel reporting directly to the General Manager and shall make such information available to each supervisor uponrequest.
ADMINISTRATIVE REGULATIONS
The General Manager is responsible for implementing board policies through oral or written administrative regulations, rules or procedures of sufficient detail to provide for the efficient and effective governing and operation of theDistrict.
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FISCAL MANAGEMENT D-1 ooo D-1001
D-1002
D-1003
D-1004
D-1004
D-1005
D-1006
FISCAL MANAGEMENT GOAL
The Board is responsible for ensuring prudent fiscal management of the District. The budget will provide adequate funding for operations / maintenance and replacement of capital items.
BALANCED BUDGET
The District will pay for all current expenditures with current revenues. The District will avoid budgetary procedures that balance expenditures at the expense of meeting future years ' expense, such as postponing expenditures or accruing future years' revenues .
BUDGET HEARINGS AND REVIEWS
The Board shall hold public hearings on the proposed budget prior to final action. The annual maintenance assessment shall be established at the time of the budget adoption. A notice stating the location, date, and hour of the public hearings together with the amount of the annual maintenance assessment shall be placed in the newspaper of record for the District in accordance with Florida Law.
FINAL BUDGET ADOPTION PROCESS
FINAL BUDGET ADOPTION & FINALITY OF ASSESSMENTS
The final budget and annual maintenance assessment shall be adopted by resolution of the board annually at a separate meeting of the board subsequent to the public hearings on the proposed budget as detailed under policy D-1003 . The board shall establish annually an appeal committee to hear all appeals regarding the amount and/or method of determining maintenance assessments. The appeal committee shall consist of one (1) supervisor, the district comptroller, and one (1) property owner. A notice detailing the appeal process shall be posted on the District website and included with the mailed notice of assessments sent to property owners. The appeal committee
will accept written appeals showing a postmark on or before November 30th; thereafter, the annual maintenance assessments shall be deemed final and any right to appeal shall expire and be deemed waived. The appeal committee shall review all timely appeals and submit recommendations to the Board for final action as the Board deems appropriate.
ACCOUNTING SYSTEM
The District uses a system of accounts as established by FloridaLaw.
INTERIM FINANCIAL REPORTING
The Board of Supervisors will be provided monthly budget reports comparing actual versus budgeted revenue and expense activity. The District shall establish and maintain accounts according to standard accounting practices.
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D-1007
D-1008
D-1009
ANNUAL AUDIT
The accounting system and financial practices of the District shall be audited by an independent CPA as required by Florida Law.
PERFORMANCE MEASURE POLICY
Annually, each department shall develop departmental performance measures that support achieving successful results in the KIO 's (Key Intended Outcome) with the General Manager. Goals should be related to core services of the department and should reflect customer needs. The measures should be a mix of different types, including effectiveness, efficiency, demand and workload. Measures should have sufficiently aggressive "stretch" to ensure continuous improvement.
Department Heads shall establish performance measures for each division of program within their department to monitor and project program performance.
PLANNING AND CAPITAL IMPROVEMENT POLICY
The District will annually prepare a Five-Year Forecast. The forecast will include estimated operating costs and revenues of future capital improvements, such as new parks and fire station, included in the capital budget.
The District will develop a Five Year plan for capital improvements and update it annually. The District will coordinate development of the capital improvement budget with development of the operating budget. Future operating costs associated with the new capital improvements will be projected and include in operating budget forecasts.
The District will use intergovernmental assistance to finance only those capital improvements that are consistent with the Capital Improvement Plan and District's priorities whose operating and maintenance costs have been included in operating budget forecasts . The District will maintain all its assets at a level adequate to protect the District's capital interest and to minimize future maintenance and replacement costs. The District will identify the estimated costs and potential funding sources for each capital project proposal before it is submitted to the Board of Supervisors for approval.
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SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
D-1010 DISTRICT PURCHASING POLICY
The District's purchasing policy was adopted by motion of the Board on December 11, 2015.
GENERAL TERMS AND CONDITIONS
1-1 OBJECTNE
The objective of this policy is to ensure that goods and services are acquired at fair and reasonable prices and highest personal standards of conduct are maintained in all relationships with vendors, suppliers and subcontractors.
1-2 AUTHORITY
This policy is authorized by the Sun ' n Lake Board of Supervisors with the Finance Department being the coordinating and implementing office for these procedures.
1-3 APPLICABILITY
All expenditures of funds by District departments, regardless of funding source will be made in accordance with these procedures.
1-4 POLICY
A. The procedures in this policy are designed to guarantee fair and equitable treatment of all persons involved in providing goods, services, construction or insurance to the District.
B. It is advised that local vendors should be used except when justified that it shall save the District money to purchase from another source.
C. Competitive sealed bidding or competitive negotiation, as appropriate, will be used to enter into contracts with non-governmental contractors for the purchase or lease of goods, services, insurance or construction.
D. It is unlawful to disclose the identity or information derived from competing proposals to any bidder or offeror that might provide an unfair advantage over a competing bidder or offeror.
21
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
1-5 RESPONSIBILITY
A. The General Manager exercises overall responsibility for the District's purchasing system.
1. Is responsible for insuring proper authorization for requisitions above the Department Head levels.
2. Shall be informed by the Finance Director of any violations of policies in this policy and discuss those with the respective departments.
B. The Finance Director serves as accountant and auditor to the Sun 'n Lake Board of Supervisors, and is responsible for and has the ability to assign responsibilities within the department including the following :
1. Pre-auditing all payment requisitions prior to the disbursement to ensure legality, accuracy, and compliance with appropriate policies and procedures;
2. Rejecting any requisition that is in violation of the policies of this policy or Florida Statutes;
3. Overseeing disbursement of funds for purchasing transactions which are legal and proper, and in compliance with all appropriate policies and procedures;
4. Overseeing the recording of all disbursements in the District's accounting record;
5. Maintaining an up-to-date list of potential vendors to be utilized by the requesting department or purchasing to seek prices to procure goods or services.
C. Department Heads are responsible for their departments' purchasing activities 1 n accordance with these procedures.
1. Identifying, sufficiently in advance, their need for goods and services within their operations and activities.
2. Submitting an electronic reqms1t10n including proper coding of account number and estimate for goods and services to insure proper approval is granted, indicating clear and precise specifications and item numbers for each item or service ordered.
3. Determining that sufficient funds are available in their budgets for desired items.
4. Inspecting all items or services upon delivery in order to authorize payment to the vendor.
22
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
PURCHASING THRESHOLDS
2-1 PURCHASING THRESHOLDS
A. The Department Head or his/her designee must approve purchases with a value under $500.
1. No documented quotes are needed at this level; however, employee shall obtain product or service at the lowest possible price that meets desired criteria.
B. The Finance Director and the Department Head or his/her designee must approve Purchases "Yith a value between $500 and $1,000.
1. No documented quotes are needed at this level; however, employee shall obtain product or service at the lowest possible price that meets desired criteria.
C. The General Manager, Finance Director and Department Head must approve purchase requisitions more than $1,000.
1. Purchases shall not be split to fall below this threshold.
2. For any purchase $5,000 - $25,000, three written quotations shall be sought by the Department before any order is issued.
3. For any purchase above $5,000, the Department Head must express in detail every component of the purchase and need thereof.
D. Purchases $10,000 or more require Board approval unless specifically exempt herein. An item that has been approved during the budgeting process does not qualify for this exemption and still needs to be brought to the Board for purchasing approval.
E. Purchases estimated to cost in excess of $25,000 must go through the competitive bid process or Request for Proposal (RFP) unless specifically exempted herein and approved by the Board of Supervisors.
REQUISITIONS
3-1 PURPOSE
The purpose of a requisition is to communicate the need of a good or service. Information entered in the requisition provides the basis for the needed goods or services. An accurate and well-thought-out requisition is essential for assuring the completion of an economical and timely purchasing transaction.
23
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRJCT PURCHASING POLICY
3-2 GENERAL PROCEDURES
A. A separate requisition must be used for each vendor. B. Requisitions must be filled out completely with information to identify the item or service,
account number charged, and quotes from a minimum of three vendors . If quotes are not obtained, a valid reason must be explained in the "Comments" section of the requisition.
3-3 REQUISITION PREPARATION
A. The District Purchase Requisition must be entered into the computer so that proper procurement procedures are followed.
B. The electronic requisition process will ensure proper approval levels. C. Requisition review, at any approval level, can be denied for incomplete information. D. Once proper approval has been given, it shall be processed into a purchase order.
PURCHASE ORDERS
4-1 PURPOSE
The purpose of a Purchase Order is to officially and formally commit to a purchase from a vendor (business, firm, agency, supplier, etc.) The purchase order form will be prepared and generated by the Finance Department to ensure encumbrance of all purchasing transactions in the District ' s financial system.
4-2 PROCEDURE
A. After approval of the requisition, the Finance Department will complete and distribute the final version of the purchase order.
B. The Finance Department will process the purchase order. C. The encumbrance and assignment of a purchase order number will be done through
Incode's purchasing system.
D. Purchases less than $500 do not require a purchase order as well as purchases for utility services, telephone services, postage, travel reimbursement, registrations for training, insurance, newspaper ads, taxes, debt service payments, maintenance agreements, petty cash reimbursements, Board attorney payments, payroll, dues, memberships, and refunds. All of the above shall, however, be entered into the computer as a requisition or as a direct payable for tracking purposes.
24
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
4-3 PURCHASE ORDER CHANGES
If a department desires to change or cancel a purchase order after it has been generated, the
Department must:
A. Enter a new requisition for the amount of the change stating in the comments section the original purchase order number.
B. If a purchase order is issued to the wrong vendor, a new requisition will be entered to the correct vendor. The department shall be responsible for notifying the Finance Department
to cancel the original order.
4-4 RECEIPT OF GOODS AND SERVICES
When items have been delivered to a location, the Department Head/Designee is required to physically verify counts, condition of materials, or adequacy of services rendered. Any irregularities are to be noted in the "Comments" section when receiving goods or services i n the computer or written on the packing slip, along with the date received and the employee 's initials.
PAYMENT
5-1 PURPOSE
The purpose of this chapter is to establish procedures for initiating payment to an outside vendor
for a received order or service.
5-2 PROCEDURE
A. Upon receiving an invoice, the accounts payable department will process it for payment in accordance with the appropriate procedure for processing invoices.
B. Invoices received by accounts payable will be matched to the purchase order for processing of payment.
C. All payments will be charged against the purchase order number encumbered for theorder.
SOLESOURCEAND EMERGENCY PROCUREMENT
6-1 GENERAL
A. The District allows for exemption from the competitive process when a determination has been made by the department head that there is only one source practicably available to supply a good or service. The sole source vendor must be approved by the Board of Supervisors.
25
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
B. The District authorizes the General Manager to approve a waiver of c om p et it iv e processes when an emergency situation develops that threatens termination of essential services or that threatens public safety, health or welfare. Board members shall be notified of such occurrence and a full report shall be submitted to the Board at the next regularly scheduled meeting.
6-2 SOLE SOURCE PROCEDURES
A. Criteria. The following are the criteria used for determining sole source:
1. It is the responsibility of the department head to document in writing and provide the Finance Director sole source verification.
2. The Vendor is the original equipment manufacturer and there are no regional distributors;
3. The parts or equipment requested are not interchangeable with similar parts or equipment available from another manufacturer;
4. No other equipment is available that will meet the specialized needs of the department or perform the intended function; or
5. If the criteria listed above in items 2-4 don't apply, then the Finance Director shall post an informal request for quotes on the District web site for 1 calendar week to see if anyone has the product or service needed.
6. Any item over the competitive bid threshold shall be submitted to the Board of Supervisors for approval.
6-3 EMERGENCY PURCHASE PROCEDURES
A. Criteria. The following are the criteria for determining whether to use Emergency Purchase Procedures:
1. An equipment breakdown or natural disaster threatens to terminate essential services; or 2. Public safety, health or welfare is threatened by a dangerous condition or immediate
need for supplies, equipment or services.
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SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
B. Procedures. The following are procedures to be followed for emergency purchase situations.
1. For emergency purchases between $0-$25,000:
a. The department head shall be notified.
b . The department head shall report to the Finance Director or General Manager for approval prior to purchase.
c. The department head notifies the Finance Director to issue a requisition.
2. For emergency purchases $25,000 and above:
CONTRACTS
a. The department head shall be notified.
b. The department head reports to the General Manager for approval prior to purchase.
c. The General Manager notifies the President of the Board of Supervisors for approval, and then notifies the Board of Supervisors at the next regularly scheduled meeting.
d. The department head notifies the Finance Director to issue a requisition.
7-1 GENERAL
The District has a standardized contract prepared by District Counsel that is available and should be used for all District contracts when possible. All contracts shall include a p r o v i s i o n requiring written authorization in accordance with change order requirements prior to
performance of any work or obligation on the part of the District.
7-2 PIGGYBACK CONTRACTS
Deviation from bid requirements or RFP/RFQ 's can occur if the goods or services are available on State Contract, Florida Sheriff's Bids, Federal GSA Contracts, or through other governmental entities ' bids or RFP/RFQ 's that are entered as a result of a competitive process within 12 months prior to the purchase. All piggyback agreements must be approved by the Board. The bid information must be entered into the "Comments" section of the requisition.
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SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
7-3 CONTRACTAPPROVALPROCEDURE
Contracts and/or work orders for goods and services purchased on behalf of the District are to be signed by the General Manager. The General Manager is authorized to enter into contracts that total $25,000 or less. Any contracts that are above $25,000 and under $100,000 shall be signed by the General Manager with approval by the Board of Supervisors. Any contracts that are entered into above $100,000 shall be signed by the President of the Board of Supervisors and reviewed by District Counsel.
7-4 CHANGE ORDERS
A. Change Orders are to be initiated by the Project Manager/Department Head when made aware of the change condition, either through the contractor or by the District. For contracts less than $25,000 total including Change Orders, the Project Manager/Department Head shall prepare a cover memo to the General Manager with a brief description of the need for the change. The memo is to be routed through the Department Head and the Finance Department. The memo shall include the cost of the requested Change Order and reasoning as well as a cumulative analysis of all Change Order requests approved to date. The Change Order request must include signature sign-off requests for the Project Manager/Department Head, Finance Director, and General Manager. For contracts greater than $25,000 total including Change Orders, approval must be appropriately obtained from the Board of Supervisors.
B. All Change Orders requmng approval by the Board of Supervisors must obtain such approval prior to the work commencing unless the delay in receiving Board approval c a u s e s a threat to public health, safety, or welfare or will result in significant additional costs to the District due to the delay. The General Manager will notify the Board of Supervisors within three working days if either of these situations occurs. Under any circumstance, work to be performed under the Change Order shall not begin until all written approvals have been received. Any work completed by the contractor without the required written approvals will be the sole responsibility of the contractor, not the District. All contracts shall include a provision requiring written authorization in accordance with Change Order requirements prior to performance of any work or obligation on the part of the
District.
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SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
7-5 PROFESSIONAL SERVICES
Professional services are defined in Florida Statutes 287.055 as "services within the scope of the practice of architecture, professional engineering, landscape architecture, or registered surveying and mapping, as defined by the laws of the state."
The District will follow the Florida Consultants Competitive Negotiations Act (CCNA) described in Florida Statute 287.055 covering all contracting for a variety of professional services with the exception of purchasing thresholds referenced for rojects estimated at $25 000 or rnore, which shall utilize the corn etitive bidding process for obtaining request for P.ro osal P) as outlined in these procedures. The process for obtaining request for proposals (RFP) shall follmv the thresholds as outlined in these procedures .
COMPETITIVE BID PROCESS
8-1 PURPOSE
The purpose of this chapter is to establish procedures for the purchase of goods and services using competitive sealed bidding.
8-2 AUTHORITY
Any itern expected to cost rnore than $25,000 is to be procured by use of competitive sealed bidding, unless the Board of Supervisors determines another method is rnore practicable.
8-3 DEFINITION
A competitive sealed bid is a method of source selection for a procurement estimated to be in excess of $25,000 in which award is rnade to the lowest responsive and responsible bidder whose bid complies with the specifications contained in the Invitation for Bid or Request for Proposal. This means that price is the decisive criterion for determining the vendor who will receive the award.
8-4 PROCEDURES
A. General: The competitive sealed bid process includes the following elements:
1. Issuance of a written Invitation for Bid or Request for Proposal including bid specifications, qualifications of vendors, quantity, time frame, and estimated budget;
2. Public notice of the Invitation or Request by posting on the District 's website and advertising twice in a newspaper of general circulation;
29
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
3. Public opening at the date and time advertised, and announcement of all bids received;
4. Evaluation of bids based upon the requirements set forth in the IFB or RFP; and 5. Award to the lowest responsive and responsible bidder meeting all of the specifications.
B. Department responsibilities.The using Department shall be responsible for the following during the competitive sealed bid process:
1. Submit a Purchase Requisition with an attached set of specifications describing the design or performance characteristics of the goods or services required;
2. Prepare bid documents based upon the requisition and specifications submitted by the department, so that the process is open, equitable and fair to all potential vendors;
3. Review bid documents to be certain that the bidders offered products meeting the specifications of the IFB or RFP;
4. Document reasons based on the specifications why a vendor should not be considered for an award;
5. Recommend award to the lowest responsive and responsible vendor meeting the specifications.
C. Purchasing responsibilities. The Finance Department is responsible for the following during the competitive sealed bid process:
1. Provide assistance to other departments as necessary during the preparation of bid documents;
2. Issue and advertise the sealed bid requirement no less than twice in a local newspaper; if no local vendors are available the bid may be advertised in other publications like trade journals;
3. Receive and secure bids prior to bid opening; 4. Open bids at the date and time given in the IFB or RFP. Bid openings are opened by the
General Manager or designated agent in the presence of any interested bidders;
5. No bid shall be considered or opened if submitted after the specified deadline; 6. Analyze the bids to determine the apparent lowest responsive and responsible
bidder; and
7. Provide copies of the apparent lowest responsive and responsible bid and the results of the Finance Department ' s analysis to the General Manager and make recommendation
8. The General Manager reserves the right to establish qualifications of prospective bidders, to accept any and all bid, and to require retainage, insurance, bid bonds, and/or performance bonds.
30
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
9. A recommendation to award the lowest or best responsible bid shall be presented to the Board of Supervisors by the General Manager. The Board of Supervisors shall be final authority with regard to the awarding the bid.
10. Make the award to the lowest responsive and responsible bidder meeting the specifications.
8-5 PROCESSING TIMES
In most cases, the bid results will be tallied by the Finance Director or Department Head requesting the bid and presented at the next regularly scheduled Board of Supervisors meeting for their approval.
8-6 EXCEPTIONS
The procurement preference set forth in this policy shall not apply to the following purchases or
contracts:
A. Goods or services provided under a cooperative purchasing, interlocal agreement, or "piggybacked" contract.
B. Purchases which are funded, in whole or in part, by another government entity. C. Purchases made or contracts let under emergency or noncompetitive situations or for
litigation related services.
D. Purchases of bulk quantities of asphalt and fuel are exempt from the competitive bid process and may be purchased through competitive quotes.
8-7 DETERMINATION OF NON-RESPONSIVENESS
The following are reasons that a bid or bidder may be declared non-responsive:
A. The bidder failed to sign the bid, the bidder did not provide an original signature on the bid form, or the bidder failed to complete the required forms and certificates;
B. The bidder did not offer goods or services that complied with the specifications of the bid; C. The bidder did not offer firm prices; D. The bidder does not have the ability to comply with the required delivery or performance
schedule;
E. The bidder does not have a satisfactory record of performance as documented prior to the receipt of bids by the requesting department;
F. The bidder does not have a satisfactory record of integrity, or is currently debarred or suspended by the applicable jurisdiction; and
G. When a bidder is declared non-responsive, the bidder shall be notified in writing and given 7 days to appeal that determination.
31
SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT PURCHASING POLICY
8-9 BOND REQUIREMENTS
The District may require a performance, material and labor bond before entering a bid- based contract and in such amounts as shall be found necessary to protect the best interests of the District. Requirements for bonds shall be as per Florida Statute Chapter 255 .05 and as otherwise
required in the District's bid or other documents.
8-10 CONVICTED VENDOR
All Invitations for Bid, Requests for Proposals, and contract documents shall contain a statement
informing persons of the provision of paragraph (2) (a) of Section 287.133, Florida Statutes, which reads as follows:
"A person or affiliate who has been placed on the convicted vendor 1 is t
following a conviction for a public entity crime may not submit a b i d , proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor , supplier, subcontractor, or consultant under a contract with any public entity; an may not transact business
with any public entity in excess of the threshold amount provided in Section 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list."
All vendors who submit a bid to the District are guaranteeing that they have read the previous statement. By signing the bid documents, vendors state that they are qualified to submit a bid underFS Section287.133(2) (a) .
8-11 BID PROTEST AND APPEAL
Any vendor who wishes to protest a bid award has 7 days to file an appeal or protest to the
General Manager. Failure to file a protest within 7 days shall constitute a waiver of any right to protest the terms, conditions, and specifications contained in the RFP, including any provisions governing the methods for ranking bids, proposals, or replies; awarding contracts; reserving rights of further negotiation, or modifying or amending any contract; or to protest the decision or intended decision concerning a RFP contract award.
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D-1011
D-1012
D-1013
D-1014
PURCHASING AUTHORlTY NOT USED
REVENUE POLICY
The District will try to maintain a diversified and stable revenue system to shelter it from unforeseeable short-run fluctuations in any one-revenue source. The District will estimate its annual revenues by an objective, analytical process, wherever practical. The District will project revenues for the next year and will update this projection annually. Each existing and potential revenue source will be reexamined annually. Each year, the District will recalculate the full costs of activities supported by user fees to identify the impact of inflation and other cost increases .
DEBT MANAGEMENT POLICY
When applicable, the District shall review its outstanding debt annually for the purpose of determining if the financial marketplace will afford the District the opportunity to refund an issue and lessen its debt service costs. In order to consider the possible refunding of an issue a Present Value savings of three percent over the life of the respective issue, at a minimum, must be attainable. The District will confine long-term borrowing to capital improvements or projects that cannot be financed from current revenues. The District will not use long-term debt for current operations. When the District finances capital projects by issuing bonds, it will pay back the bonds within a period not to exceed the estimated useful life of the project. Capital improvements, equipment and facility projects shall be classified into "pay as you go" and "debt financing" classifications. Pay as you go capital items will be $5,000 or less with short lives (less than 4 years) or replacement of existing equipment. Debt financing will be used for major, nonrecurring items with a minimum of four years useful life. The District will use special assessment, revenue, or other self-supporting bonds. The District will maintain good communication with bond rating agencies regarding its financial condition. The District will follow policy of full disclosure on every financial report and borrowing prospectus.
FIXED ASSET POLICY
Fixed assets include equipment, computers, furniture and vehicles. Once purchased, all capital items are maintained in the Fixed Capital Asset List and Depreciation Schedule until disposed. GFOA's recommended capitalization threshold level for individual items is $5 ,000 with a minimum life of 2 years.
Capital items (fixed assets) shall be identified for purchase through three methods: new, replacement, emergency.
Each March, as part of the Capital Replacement Program, a complete inventory of fixed assets will be distributed to every department. At that time, all items on the inventory must be physically verified by a representative and corrections or changes made on the inventory sheets.
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D-1015 INVESTMENTS
The District has elected not to establish their own investment policy and to limit investment to four cate ories indicated in Florida Statutes Chapter 218.415 which are as follows:
1. The State of Florida Local Government Surplus Trust Fund or any intergovernmental investment ool authorized ursuant to the Florida Interlocal Coo eration Act. =----2. SEC registered money: market funds with the hi hest credit e uitY. rating from a nationally recognized ratin agency. 3. Interest-bearing time de osits or savings accounts in ualified eublic depositories as defined in Section 280.02 F.S. 4. Direct obligations of the US Treasµry.
D-1016
D-1017
These iHvestmeHt policies apply to the iHvestmeHt of short term operatiHg fimds of the 8uH 'H Lake of SebriHg ImprovemeHt District iH excess of those fuHds required to meet curreHt District expeHditures. This policy does Hot apply to longer term fuHds aHd proceeds from boHd issues.
Topics included iH the investment policy sectioH are detailed aHd iHclude informatioH oH: • InvestmeHt Objectives: Safety, Liquidity, Yield • StaHdards of Care • Internal CoHtrols • SafekeepiHg aHd Custody • l'ruthorized InvestmeHts • Investment Parameters • Reporting • Investment Pools
FINANCIAL RESERVE POLICY
On an annual basis, after the year-end audit has been completed, the staff shall produce a schedule of all fund surpluses and deficits, with projections of reserve requirements and a plan for the use of an excess surplus for the current year.
WORKING CAPITAL
The General Fund unappropriated fund balance will be maintained in an amount greater than or equal to seventeen percent ( 17%) of the annual General Fund Budget. This amount approximates 50 days of working capital. The District shall include in the General Fund operating budget annually a contingency account equal to .5% of the General Fund total expenditures, less charge backs, debt service, inter-fund transfers and capital expenditures . This contingency will expire at the end of each fiscal year and balances will not be brought forward .
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D-1018
D-1019
D-1020
SURPLUS POLICY
It is the intent of the District to use all surpluses generated to accomplish three goals: meeting reserve policies, avoidance of future debt and reduction of outstanding debt.
Any surpluses realized in the General Fund at year-end shall be used first to meet reserve policies as set forth in the Financial Reserve Policy. Excess surplus will then be used for the following purposes:
• Capital Replacement programs • Retirement or Refinancing of existing debt • Cash payments for Capital Improvement Projects
DISPOSAL OF DISTRICT PROPERTY
The General Manager is authorized to dispose of district property in accordance with Florida Law after obtaining approval from the Board.
EFFECT OF DECLARATION OF UNITY OF TITLE AGREEMENT ON OPERATION AND MAINTENANCE ASSESSMENTS OF RESIDENTIAL LOTS
When the owner of multiple adjacent residential lots has executed a Declaration of Unity of Title Agreement and recorded same in the Public Records of Highlands County, Florida for homestead taxation, estate, or other purposes, the District shall calculate the operation and maintenance assessments due on the unified lots in the following manner:
1) the lot with the primary improvement shall be assessed pursuant to the type of improvement (i.e., if a single family residential structure, as a fully improved lot)
2) if the primary improvement encompasses more than one lot, the largest affected by the primary improvement shall be considered the primary lot and assessed pursuant to the type of improvement
3) all other adjacent lots, or partial lots, affected by the Declaration of Unity of Title Agreement shall be assessed as unimproved property
A Declaration of Unity of Title Agreement will not cause such unified lots to be assessed as a single property. Assessment shall be levied in accordance with the procedures detailed in this policy unless the Residential Acreage assessment basis applies to the propertyaffected.
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DISTRICT PROPERTY AND FACILITIES E-1 ooo
E-1001
E-1002
E-1003
E-1004
E-1005
E-1006
E-1007
MAINTENANCE OF DISTRICT PROPERTY
It is the duty of each District employee to safeguard and protect the properties of the District. Care must be taken that windows and doors are properly secured and alarm systems set before leaving the buildings at the close of the day; and, that maintenance equipment is properly secured.
USE OF DISTRICT VEHICLES
District vehicles shall be used as directed by the General Manager in accordance with approved procedures.
DISTRICT VEHICLE AND EQUIPMENT SAFETY MAINTENANCE
All District vehicles and equipment shall be maintained in a safe operatingcondition.
PERSONAL, CORPORA TE GAIN AND ADVERTISING
Use of District equipment for personal or corporate gain shall not be permitted. Commercial advertising shall not be permitted on District property except as approved by theDistrict.
USE OF DISTRICT FACILITIES
In order to foster a close relationship between the District and residents, the Board encourages the maximum use of the District facilities to responsible and properly organized groups for purposed of education, recreation and entertainment.
Charges for the use of facilities are made according to a schedule of fees reviewed and adopted by the Board annually.
The General Manager establishes such rules and regulations needed to implement this policy as well as to assure the preservation of district property.
EMERGENCY USE OF DISTRICT FACILITIES
In case of disasters or emergencies in the District or nearby areas, the General Manager may open District buildings to assist police and other authorities to relieve human misery and save lives.
CONSTRUCTION PROGRAM
Construction projects shall be developed as required to satisfy road, drainage, building renovation or building expansion and recreational needs of the District. Elevations for new district buildings and district exterior building renovations shall be architecturally compatible with existing district buildings. Construction activities shall meet Highlands County standards.
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E-1008
E-1009
ALTERATION OF DISTRICT PROPERTY ABUTTING GOLF COURSES
Any alteration or clearance of District property abutting the Golf Courses shall be conducted in compliance with District golf course lands clearance procedures established by the Board of Supervisors. Any alterations or clearance of District owned properties without prior permission shall constitute a trespass and be grounds for imposition of monetary damages, in addition to certain other administrative remedies, such as withholding of the driveway connection permit, as may be applicable. Areas subject to a recorded Conservation Easement may be subject to additional penalties.
FLAG DISPLAY
Purpose: To establish guidelines for: (1) locations and general display and handling procedures for the flag of the United States of America, the Florida State flag, and the Sun ' n Lake District flag at designated District buildings, (2) the display of flags in special circumstances, and (3) other flags displayed for official, event, or ceremonial purposes.
The General Manager is responsible for ensuring the proper execution of this policy at all designated Districtfacilities.
1. Locations and General Guidelines 1.1 Outdoor flags may be displayed at any District facility in the following order of
precedence determined by the number of staffs: first , the United States of America flag; second, the Florida State flag; third, the Sun ' n Lake of Sebring flag; and fourth, other flags in conjunction with special events. Refer to exhibits below.
(a) District flags shall be all-weather flags shall be flown on a 24-hour basis and shall be illuminated at night.
(b) Flags shall be displayed daily in front of or at a location near the District Office and in front of the Sun 'n Lake Club House.
(c) New District facilities where any flags are to be flown shall be constructed with a sufficient number of poles to allow the District flag to be flown.
(d) The District flag will be flown wherever there are sufficient poles to do so. The District flag may be displayed on the same pole with, and underneath the State flag, whenever the pole is of sufficient height.
(e) Indoor flags shall be displayed at all public meetings held within the District.
1.2 Flags will be displayed at all public buildings with flagpoles in the Sun 'n Lake Of Sebring Improvement District as per the United States Code, Title 36, ChapterlO.
(a) Position of Display i. No other flag should be placed above or, if on the same level, to the right of the
flag of the United States of America. ii. The flag of the United States of America should be at the center and at the
highest point of the group when a number of flags are grouped and displayed from staffs.
(b) The flag will be displayed on recognized Federal and State holidays, and on other special occasions of Federal, State and local proclamation.
(c) Flags should not be displayed in inclement weather. However, all-weather flags maybe flown on a 24-hour basis as long as they are illuminated from sunset to sunrise.
37
2. Displaying Flags for Special Circumstances 2.1 By order of the President or the Governor of the State of Florida, the flag of the United
States of America shall be flown at half-staff upon the death of principal figures of the United States or State Government in accordance with United States Code, Title 36, Chapter 10, Section 175.
2.2 By order of the General Manager, the flag will be flown at half-staff for a period of thirty days from the day of notification of any District employee who dies in the line of duty.
2.3 District Officials may order the flag to be flown at half-staff for a period of 3 days from the day of notification for any current or former employee or District officials ( elected or appointed) who die.
3. Other Flags for Official, Event or Ceremonial Purposes 3 .1 While District flagpoles are not intended to serve as a forum for free expression by the
public, flags may be displayed in conjunction with official proclamations, special events or ceremonial occasions.
(a) The District 's elected officials may declare a formal proclamation to honor or acknowledge a government recognized by the United States or any State or territory within the United States by displaying the flag for an established period not to exceed 30 days.
(b) In the event of a special function, activity or ceremonial occasion, a flag may be flown for 2 days before and 2 days after an event or ceremony, not to exceed 5 days.
3.2 Flags displayed for official, event or ceremonial purposes as outlined in 3.1 will be provided by the District in the event of an official proclamation, or by the organizing body of an event or ceremonial occasion.
3.3 In a group flag display, the special flag will be flown in place of the Florida State flag. Where there are three flag staffs, the District flag may be flown under the Florida State flag while the special purpose flag is flown.
Exhibit 1 Exhibit 2 Exhibit 3
SUN 'N LAKE
38
GENERAL PUBLIC REI,ATIQNSF-JQQQ
F-1001
F-1002
F-1003
F-1004
F-1005
F-1006
PUBLIC INFORMATION
The District will keep its residents informed of policies, objectives, and general operations by all practicable means. The General Manager will provide the means for furnishing accurate information.
PUBLIC RECORDS
Public records shall be maintained and provided upon request in accordance with Florida Law.
PUBLIC QUESTIONS
Questions from the public concerning District policies, objectives and general operations; and, proposed changes to them should be directed to the General Manager in writing or at a public meeting. If a District policy is deemed to be needed or an existing policy changed in response to a public question, the General Manager may make this an agenda item for consideration by the Board of Supervisors.
PUBLIC RELATIONS
The Board welcomes public involvement in District affairs to assure close relationship, mutual understanding and respect between the District and the community and fosters the attitude that the District belongs to the community.
PUBLIC GIFTS
The Board shall be advised of all gifts, donations or bequests made to the District. The General Manager may accept any bequest or gift of money or property for purposes deemed by the Board to be suitable and may utilize said money or property so designated. Any bequest, gift of money or property presented by an individual, group, or organization to the District becomes the property of the District for use as deemed appropriate by the Board of Supervisors. All gifts and donations shall be acknowledged and made a part of the minutes of the next regular meeting of the Board of Supervisors.
RELATIONS WITH LOCAL GOVERNING BODIES
The Board will endeavor to cooperate with other governing agencies.
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ADVERTISING AND DISTRIBUTION OF MATERIALS IN THE DISTRICT F-t tQQ
F-1101
F-1102
F-1103
DISTRIBUTION OF MATERIALS
Individuals or organizations which represent a Sun 'n Lake community organization conducting an activity recognized as a regular community function and who wish to distribute handwritten, duplicated or printed materials, or lapel pins, stickers, tags or similar items relating to such organization' s community functions may do so without a permit. All other individuals or organizations desiring to distribute handwritten, duplicated or printed materials, or lapel pins, stickers, tags or similar items relating to such organization' s functions must have a permit from the District to do so. Requests for approval must be submitted via letter to the General Manager.
POLITICAL ADVERTISING
Advertising of political candidates, issues and meetings is forbidden in District buildings except for the reserved length of time in a building or room which has been rented or reserved by a political or community group for meeting purposes.
COMMUNITY SERVICE ADVERTISING
A bulletin board is provided in the Community Cultural Center building for community service notices.
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GENERAL SECTION G-1 ooo G-1001
G-1002
G-1003
G-1004
PERSONNEL
The District provides a coordinated staff of administrative and auxiliary personnel through the recruitment, selection and employment of the best qualified persons available.
EQUAL OPPORTUNITY EMPLOYMENT
The Board does not discriminate against any employee or applicant for employment because of race, religion, color, handicap, sex, national origin, age, weight, height or marital status.
The Board believes in the dignity of all persons and of their labors and will take affirmative action to insure that applicants are employed and promoted without regard to their race, religion, color, handicap, sex, national origin, age, weight, height, or marital status.
The Board will post in conspicuous places, available to employees and applicants for employment, notices to be provided by the government setting forth the provisions of equal opportunity nondiscrimination policies. The Board, in all solicitations or advertisements for employees placed by or on its behalf, will state that all qualified applicants will receive consideration for employment without regard to race, religion, color, handicap, sex, national origin, age weight, height, or marital status.
PROFESSIONAL DEVELOPMENT
The Board encourages professional development of all staff members.
CONFERENCES, WORKSHOPS AND SEMINARS
Employee attendance at conferences, workshops and seminars is encouraged within budget constraints and maintenance of normal District operations . The acceptance of leave to attend such activities implies assent to providing written or oral reports for other staff members upon appropriate request. Attendance at such activities requires written approval of the department head or General Manager.
CONDITIONS OF EMPI ,OYMENT
G-1101
G-1102
EMPLOYEE HANDBOOK
An Employee Handbook which sets forth the District personnel rules , procedures and regulations shall be provided to each District employee.
DRUG FREE WORKPLACE
The District is a drug free workplace established in accordance with Chapter 440, Florida Statutes and reasonable drug testing methods will be employed by theDistrict.
41
G-1103
G-1104
G-1105
G-1106
G-1107
G-1108
PROBATIONARY EMPLOYEES
The probationary period for all newly-hired employees is -1-&Q- 90 days.
JOB PERFORMANCE EVALUATION
The job performance of newly-hired employees will be evaluated prior to the end of the +80 90 days probationary period. All permanent salaried employees will have their job performance evaluated by their supervisor on at least an annual basis.
FRINGE BENEFITS
The District offers certain fringe benefits as specified in the Employee Handbook.
EMPLOYEE CONFLICT OF INTEREST
No employee of the District may engage in or have a financial interest, directly or indirectly, in any activity that conflicts or raises a reasonable question of conflict with normal duties and responsibilities.
CONFIDENTIALITY OF PERSONNEL RECORDS
Disclosure of matters contained in personnel records shall be made in accordance with Chapter 119, Florida Statutes, provided however, a District employee may authorize in writing disclosure of any matter contained in his or her personnel file .
Every employee has the right to review his or her personnel file .
CONTRACT EMPLOYEES
Contract employees are those workers leased to the District by employment agencies. Such workers are not District employees and therefore are not eligible for fringe benefits available to District employees.
STAFF/COMMUNITY RELATIONS G-1200
G-1201 SOLICITATIONS BY OR FROM EMPLOYEES
Employees are to be protected from undue solicitations. Any request to solicit funds, services, or endorsements from employees must have prior approval by the GeneralManager.
42
G-1202
G-1203
G-1204
GIFTS TO EMPLOYEES
Residents of the District are discouraged from routinely presenting gifts to employees.
The Board always welcomes letters expressing gratitude or appreciation considering them more important than gifts.
This should not be interpreted as intended to discourage acts of generosity in unusual situations; simple remembrances expressive of affection or gratitude at times of retirement, recognition, or departure are deemed appropriate.
POLITICAL ACTIVITIES
The Board recognizes the right of employees to campaign for and hold elected public office.
However, it is contrary to board policy for employees who are candidates to use District facilities, supplies or equipment for political campaigning or to involve other District personnel in their campaigns during working hours.
It is likewise contrary to Board policy for any employee to do any of the foregoing on behalf of other candidates or election issues during working hours.
PUBLIC RELATIONS
Employees shall recognize that they are employees of the residents of the District and as such must exhibit a positive and cordial attitude at all times in their business relations with the public.
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GOLF CLUB B-JOQQ
H-1000
H-1001
H-1002
H-1003
H-1009
H-1010
OWNERSHIP
The Sun 'n Lake of Sebring Improvement District owns and operates the golf operations and recreational complex.
FACILITIES
Facilities may be used by anyone on payment of fees as adopted by the Board ofSupervisors.
DEFINITIONS
A property owner is the owner of a lot or acreage within the District. A family is defined as two adults residing at the same address and their children under the age of eighteen. An individual is a sole person.
MEMBERSHIPS AND FEES
Several classes of memberships in the club are authorized by the Board of Supervisors. Fees shall be charged for the use of club facilities according to a schedule of memberships and fees adopted by the Board annually. Membership shall be voluntarily terminated by means of a letter from the club member addressed to the Manager, Golf Operations. A club member is not entitled to any rebate of membership dues , fees or other charges upon termination of membership; however, trail fees shall be rebated up to a maximum of 6 months if membership is terminated. A member who resigns and subsequently rejoins within one year from the date of resignation shall be liable for all fees ; membership, trail fee and applicable assessments. None of these fees shall be prorated in this situation.
All utility charges and Operation and Maintenance Assessments for a qualified property must be current in order to purchase golf club membership.
RULES AND REGULATIONS
The District shall have written rules, regulations or procedures as deemed necessary for the management of the golf operations and recreational complex.
TERMINATION OF MEMBERSHIP
Voluntary termination of membership in the golf operations and/or recreational complex may be made by letter to the General Manager. Involuntary termination shall be made upon nonpayment of dues.
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GOLF MEMBERSHIP H-1100
H-1100
H-1101
H-1102
H-1103
H-1104
GOLF MEMBER INITIATION FEE
A one-time non refundable initiation fee, as set by the Board of Supervisors is required for initial purchase of certain classes of golf membership. Should the membership lapse for whatever reason, the non refundable initiation fee then in force must be paid prior to reinstatement of the membership.
GOLF MEMBER LEA VE OF ABSENCE
A one-time leave of absence for whatever reason may be granted to a golf member at the discretion of the General Manager according to the rules in effect at the time.
PRN ATE GOLF CARTS
Golf members may use private golf carts by paying the appropriate trail fee annually and agreeing to abide by the District rules for operation of private golf carts. Golf members may rent cart storage space when available by making application to the District. Allocation of cart storage space is in order of application received date by the District. Golf members renting cart storage space may not sublet their space to anyone else. Carts may be operated only on District roads designated for cart use by Highlands County and theDistrict.
GOLF ASSOCIATIONS MEMBERSHIP
Men and women golf associations are permitted and the associations are allocated specific times weekly for their play. The associations are responsible for their operation and by-laws.
/
SUSPENSION OF GOLF MEMBERSHIP
Habitual disregard for golf course rules and regulations or verbal abuse of golf course personnel is cause for suspension or termination of golf membership . Late payment of dues, fees and assessments shall be subject to late payment charges. If after appropriate warning, habitual late payment continues, the General Manager may suspend temporarily or terminate the golf membership.
TEE TIMES AND TOJJRNAMENTSH-1200
H-1200 TEE TIME ALLOCATION
Golf members may request tee times in advance by phone, online or at the Pro Shop according to the rules then in effect.
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H-1201
H-1203
H-1204
MEMBERS GOLF TOURNAMENTS
A schedule of member tournaments shall be authorized annually by the golf associations in conjunction with the golf management. The golf portion of member tournaments shall be under the direction of the Pro Shop in conjunction with the tournament chairperson and shall be conducted in accordance with a check list agreed to by the golf associations. No outside catering is permitted for food and beverage related to the tournaments. Food and beverage shall be arranged by the tournament chairperson.
OUTSIDE GOLF TOURNAMENTS
Outside golf tournaments may be scheduled at any time provided that in January, February and March one course shall be available for the full day on tournament days for golf member play. Sponsors of outside golf tournaments shall sign an agreement with the District and attest in writing that their players will abide by all District rules and regulations for golf course use. Outside catering is permitted for food and beverage related to the tournaments with the approval of golf management. Food and beverage shall be arranged by the tournament sponsor. Fees for outside golf tournaments may be negotiated with the golf management.
DISTRICT SPONSORED GOLF TOURNAMENTS
District sponsored golf tournaments may be scheduled at any time provided that in January, February and March one course shall be available for the full day on tournament days for golf member play. The golf management shall be in charge of all District sponsored golf tournaments. Food and beverage shall be arranged for by the golf management. Any outside catering for food and beverage shall be approved by golf management.
GOLF OPERATIONS H-1300
H-1301
H-1302
GOLF OPERATION FISCAL MANAGEMENT
The golf operation shall be self supporting through membership, daily use, outside tournament and membership initiation fees; and, through allocation of District maintenance charges as may be authorized by the Board of Supervisors from time to time.
EXP ANSI ON OF FACILITIES
Capital improvements to the golf courses and golf facilities which cannot be financed from golf operations may be financed by the golf members upon affirmative vote of the majority of golf members.
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COMMUNITY CENTER ANDRECREADQN J-1 ooo
J-1001 OWNERSHIP
The Community Center, Rae uet Club ool _Qlaygrounds, avilions and basketball courts are owned and operated by the District and are available for use by residents and the general public.
J-1002 lJSE
J-1003
The Community Center is available at no charge to Sun 'n Lake Community organizations conducting an activity recognized on the list maintained by the District as a regular community function. Residents and responsible organizations may lease the Community Center for private functions and will be charged for such use according to a schedule of fees adopted each year by the Board of Supervisors. Arrangements for use of the Community Center shall be made at the District office.
lJsers of the Community Cultural Center District's recreational facilities will abide by the lJsage Guidelines rior to such usage and may: be charged for such use according to a schedule of fees ado ted by the Bo=ar-d'-o'-f .... S .... u0.c..a.---c~=
DAMAGE
Persons or organizations causing damage to the Community Center to the any of the District's recreational facilities shall be responsible for the fully accounted cost of repairs and any applicable adrninistrativefees.
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WATER AND WASTEWATER UTII ,ITIESK-JQQQ
K-1001
K-1002
K-1003
K-1004
K-1005
K-1006
K-1007
PURPOSE OF WATER AND WASTEWATER UTILITY OPERATION
The purpose of the District water and wastewater utility operation is to facilitate the sale of improved property and promote orderly growth of the District; and, to protect the health of District residents by providing potable water and sanitary wastewater treatment and disposal facilities .
OWNERSHIP
The District owns and operates a potable water system and a wastewater treatment and disposal system.
UTILTY SYSTEM FISCAL MANAGEMENT
Fees shall be charged to all users of the District water and wastewater utility systems such that the systems shall be self-supporting on a fully accounted basis. Late payment of fees shall be subject to late payment charges and utility shut off after appropriate notice.
DISTRICT WATER, WASTEWATER AND UTILITY SERVICE
The District water, wastewater and utility service policy dated April 16, 1996 is hereby renamed: "Sun ' n Lake of Sebring Improvement District Water, Wastewater and Utility Service Rules and Regulations".
POTABLE WATER AND SANITARY SEWAGE DISPOSAL
All improved property within the District shall use the central water supply and central wastewater treatment disposal systems ultimately. Utilization of a septic tank and/or potable water well on a temporary basis is governed by the density agreement between the State of Florida, Department of Health and Rehabilitation Services and the Sun 'n Lake of Sebring Improvement District.
INDIVIDUAL SEPTIC TANKS AND POTABLE WATER WELLS
Written consent is required prior to utilization of a septic tank and/or potable water well on any individual property within the District. Permits are required from the Sun 'n Lake of Sebring Improvement District, Highlands County and the State of Florida Department of Health and Rehabilitation Services. The State of Florida Department of Health and Rehabilitation Services have sole authority as to whether permits will be issued and the conditions for such permits.
BUSINESS, COMMERCIAL AND INDUSTRIAL PROPERTY
Any business, commercial or industrial property within the District shall be required to connect to the District central water and wastewater utility system.
49
K-1008
K-1009
K-1010
K-1011
K-1012
K-1013
K-1014
K-1015
UTILITY EASEMENTS
All utilities shall be installed in accordance with statutory and District requirements. If no valid utility easement exists, the property owner shall provide and record any necessary easement and provide proof of proper dedication and recording.
IRRIGATION
Potable water from the District utility shall not be used for irrigation purposes on any property within the District.
DISTRICT BACK-FLOW AND CROSS CONNECTION POLICY
The District back-flow and cross connection policy contained in Resolution 08-42, dated May 28, 2008 is hereby renamed Cross-Connection ControlPolicy.
BACK-FLOW PREVENTERS
Back-flow preventers shall be installed on all business, commercial and industrial water meters. Back-flow preventers shall be installed on all new residential water meter installations and when meters are replaced on existing residential meters; and, on all residential water meters ultimately.
THEFT OF POTABLE WATER
Meter tampering, unauthorized use of fire hydrants or by-passing a water meter by any means is strictly prohibited.
HAZARDOUS WASTE
Hazardous and biomedical waste shall not be disposed of in the District wastewater system.
RECREATIONAL VEHICLE WASTE
Recreational vehicle waste shall not be disposed of in the District wastewater system unless a disposal fee is paid to the District.
STORM WATER RUN-OFF AND GREY-WATER
Storm water run-off is not allowed to enter the District wastewater system. Private pools, outdoor showers or any other facility with outdoor drainage connections shall not connect to the District sewer system.
50
K-1016 DAMAGE TO UTILITY SYSTEM
Damage to the utility system by other than District employees shall be the responsibility of the party causing the damage and shall be repaired by the party causing the damage to the satisfaction of the Director, Public Works & Utilities; or, repair by the District utility staff with the fully accounted cost of doing so charged to the party incurring thedamage.
K-1017 NUMBER OF UTILITY TAPS PERLOT
Lot owners are entitled to one (1) water tap and one (1) sewer tap per lot at the rates established under the District Fee Schedule. If additional connections are desired, the District shall charge the property owner the actual costs of the additional connections, should such costs exceed published and approved tap fees. Such additional connections beyond the original water tap or sewer tap shall require the prior approval of the Board of Supervisors.
51
ROAD RESPONSIBTI,ITY AND CONSTRUCTIONL-tooo
L-1001
L-1002
L-1003
L-1004
L-1005
L-1006
L-1007
OWNERSHIP
All public roads and public thoroughfares within the District are owned by the District with the exception of Sun 'n Lake Blvd. which is owned by Highlands County.
RESPONSIBILITY
The Highlands County Board of County Commissioners by Resolution on October 21, 1986 relinquished, abandoned and disclaimed any further responsibility or liability for the care, custody, control and maintenance of the public roads and public thoroughfares within the District with the exception of Sun 'n Lake Blvd. Accordingly, the District has total responsibility for all public roads and public thoroughfares within the District with the exception of Sun 'n Lake Blvd.
CONSTRUCTION
All newly constructed public roads and public thoroughfares within the District shall conform to Highlands County Road Construction Standards.
SIGNS AND PAVEMENT MARKINGS
District public roads and public thoroughfares having any buildings on them shall be identified by name at all intersections. All signs and pavement markings shall conform to Highlands County Standards .
ROAD DAMAGE
Damage to any District public roads and public thoroughfares other than that resulting from normal wear and tear shall be repaired by the party incurring the damage. No cutting of District public roads and thoroughfares shall be permitted unless written permission is given by the Director, Public W arks & Utilities.
PRIVATE ROADS
Private roads and thoroughfares are those roads and thoroughfares within the District not owned by the District or County. The responsibility for the care, custody, control and maintenance of private roads and thoroughfares within the District is the responsibility of the owners thereof.
R.O.W. PERMITTING
Contractors, utilities or other entities performing work within Sun 'n Lake Right-of-Way or easement shall obtain permits prior to the start of work. Any unauthorized work will be terminated and a fine of three times the permit fee will be assessed against the contractor.
52
DRAINAGE M-1000
M-1001
Ml002
M-1003
M-1004
RESPONSIBILITY
The District is responsible for all drainage within its boundaries.
REGULATION OF DRIVEWAY CONNECTIONS AND CULVERTS
All driveway connections and culverts must be permitted through the District office.
DRAINAGESTRUCTURESAND CONVEYANCES
Any drainage structures or drainage conveyances proposed to be constructed on a District owned easement require a permit from the District prior to the start of any construction, complete plans and specifications shall be submitted with the permit application. Such structures or conveyances shall be inspected upon completion by the District Engineer or by a District designate under the guidance of the District Engineer to ensure compliance with approved plans and specifications.
DRAINAGE DAMAGE
Damage to District drainage structures or conveyances shall be repaired by the party incurring the damage or by District staff with the fully accounted cost of doing so charged to the party incurring the damage.
53
FIRE PROTECTION N -1 ooo
N-1001
N-1002
N 1001
N 1002
N 1003
N 1001
N 1005
PURPOSE
The West Sebring Volunteer Fire District (WSVFD) provides fire protection services within the District as ai:>groved by the Highlands County Board of County Conunissioners effective October 1, 2013.
HYDRANTS
Fire hydrant specifications and locations shall be in accordance with County specifications. Fire hydrants shall be used only by the a2prqpriate fire control district and Utility Division2ersonnel, unless otherwise permitted.
PURPOSE
It is District policy to protect life and property by providing fire protection service for all residential and commercial properties within the District and to receive and give assistance to other local fire departments outside the District upon appropriaterequest.
O'NNERSHIP
The District owns fire protection equipment and facilities; and, operates through utili2ation of professional staff and trained 1,colunteers.
VEHICLE ACCESS
District vehicles including fire and emergency vehicles shall have access to all properties within the District, including any gated communities, for purposes of fire protection and emergency abatement.
HYDRANTS
Fire hydrant specifications and locations shall be in accordance with District specifications. Fire hydrants shall be used only by the Fire and UtilityDivisions.
COMPLIA1'l'CE
The Fire Department shall com.ply with the provisions of the Life Safety Code of the National Fire Protection Association O,WPA) to the extentpracticable.
54
ENVIRONMENT RESPONSIBILITY Q-1 ooo
0-1001
0-1002
0-1003
0-1004
0-1005
SCRUB JAY PRESERVATION EASEMENT
The District is obligated contractually to maintain the Scrub Jay Preservation Easement in a condition that is appropriate Scrub Jay habitat. Clearing or thinning out of the easement vegetation shall be done only by State certified personnel with the express written consent of the District. Damage to the Scrub Jay Preservation Easement habitat within the District by anyone shall be subject to penalties.
USE OF FIREARMS
Discharge of firearms within the District boundaries is prohibited.
FISHING
Fishing in District waters except within the golf courses shall be permitted so long as the angler possesses a valid State of Florida Fishing license. Boats powered by an internal combustion engine shall not be permitted on District waters.
HUNTING
Hunting of animals within the District boundaries is prohibited.
TRAPPING
Trapping of animals within the District boundaries requires a permit from the District. No threatened or endangered species shall be trapped.
55
PERMITS P-1000
P-1001
P-1002
P-1003
P-1004
P-1005
P-1006
P-1007
PURPOSE
Written permits are issued by the District in order to control and provide authorization to engage in certain permitted activities within the District; and to provide a record of such authorization in the District files
APPLICATION FOR PERMITS Application for permits shall be made at the District office.
FEES FOR PERMITS
Fees for permits, if required, shall be charged according to a schedule of fees adopted by the Board of Supervisors annually
FAILURE TO OBTAIN PERMIT
Persons, who are engaging in activities where a permit is required and who have not obtained a permit, shall cease such activity and apply promptly for the required permit. They may be subject to penalty.
COMMUNITY CULTURAL CENTER
A rental contract shall be required for all uses of the Community Cultural Center at any time by any individual or group conducting an activity not previously approved by the District as a regular community function. Rental contract application shall specify the type of event, date, time, name of the responsible person and whether any setup by District staff is required.
DISTRIBUTION OF MATERIALS
A permit shall be required for any individual or group who is not and does not represent a Sun 'n Lake community organization conducting an activity previously approved as a regular community function and wishes to distribute handwritten, duplicated or printed materials; or, lapel pins, stickers, tags or similar items on District property. The permit application sh a 11 specify the type of material to be distributed, date, time, location and the name of the group or person( s) distributing the material.
DRAINAGE
A permit shall be required for construction or alteration of any drainage structures or conveyances on any District owned easement within the District. Sketches or drawings and specifications shall be submitted upon permit application and shall be approved by the District Engineer or Director, Public Works & Utilities, prior to the permit beingissued.
56
P-1008
P-1009
P-1010
P-1011
P-1012
P-1013
DRIVEWAY
A driveway connection permit shall be required prior to construction of any driveway within the District except in Tanglewood and the commercial property along Sun ' n Lake Blvd. Complete building plans, site plans and specifications shall be submitted upon permit application and shall be approved by the District Engineer or Director, Public Works & Utilities prior to the permit being issued. Except for buildings along Sun ' n Lake Blvd. and in Tanglewood, the Highlands County Building Department will not issue a building permit unless a driveway connection permit from the District has been issued.
POT ABLE WATER WELLS
A permit shall be required prior to the drilling of potable water well on any individual property within the District. In addition, permits are required from Highlands County and the State of Florida Department of Health and Rehabilitation Services.
SEPTIC TANKS
A permit shall be required prior to the installation of a septic tank on any individual property within the District. In addition, permits are required from Highlands County and the State of Florida Department of Health and Rehabilitation Services
TRAPPING
A permit shall be required for any individual or group to trap wild animals within the District. Permit application shall specify the species to be trapped, the type of trap, the location, the persons(s) engaged in the trapping and the length of time the permit is to be in force.
SCRUB JAY EASEMENT
A permit shall be required to clear or thin out vegetation within the Scrub Jay Preservation Easement (See Policy 0-1002)
COMMUNITY FACILITIES
Charges shall be assessed for use of rooms, swimming pool, tennis courts, ball fields, special use areas and recreation equipment for any activity not sponsored or co-sponsored by the District or approved by the District as a regular community function.
57
SNL Security Report
08/01/2016 - 08/31/2016
• Miles for the month: 6,085
• Watch Orders performed: 876
• Golf Course Incidents: 0
• Parking Tickets Issued: 2
• Times Supervisor Called- 26
• Code Enforcement Citations Delivered: 93
• Code Enforcement Hearing: 8/25/2016 (6) Cases - All in favor of Sun N' Lake
Calls Received/Complaints
08/03/2016- At approximately 11:50 a.m. S.O. received information from code enforcement
officer Bob Brumfield regarding individuals illegally picking berries in the Mexican Hat Dr. area.
Upon arrival at the location the S.0. made contact with (9) Hispanic males in a black ford f150
picking berries. S.0. advised them that they could not pick berries anywhere in Sun N' Lake
and needed to leave. They complied and left immediately. At that time S.0. began to resume
normal patrol and encountered (4) more people picking berries on Cortez Blvd. They were also
asked to leave and informed that they could not pick berries in Sun N' Lake. They complied and
left immediately. No further incident.6
8/5/2016- At approximately 12:24 a.m. S.O. received a complaint call about a barking dog at
2424 Sunrise Dr. S.O. responded to the address and spoke with the owner of the dog. The
owner took the dog inside at 12:38 a.m. with no further incident.
8/6/2016- S.O. received a call from Mike Hurley at approximately 9:43 a.m. about a man on
Pebble Beach Dr. with a machete picking berries. S.0. responded to the area and after
searching several streets nearby located (4) men on Pebble Beach Dr. in a white GMC truck
#F1364QCF. S.O. advised the men that they could not pick berries anywhere in the district and
needed to leave immediately. The men left at that time with no further incident to report.
8/9/2016- At approximately 10:15 p.m. S.0. received a call from a concerned resident currently
visiting Cincinnati, Ohio. The resident explained that a neighbor had called him and stated that
a man was walking around the back of his property at 5552 Matanzas Dr. S.O. responded to
the address and conducted a physical check of the premises, but found no damage to the
property and no one present. S.0. called the resident back to let him know everything was
okay at his home. This report was written for informational purposes.
8/12/2016- At approximately 2:05 p.m. S.0. was patrolling the area of Granada and Balboa
Blvd. when a concerned resident approached him. The resident stated that he was worried
about the gentleman living at the last house on Granada Blvd. He stated that he hadn't seen
the man in awhile, and attempted to make contact with him at this home with no response.
The resident also advised the S.O. that the man living at the home had his wife pass away just
recently, and the last time he spoke to the man he wasn't making any sense. S.O. made
contact with an HCSO deputy and informed him of the situation. The HCSO deputy conducted
a check of the property and did make contact with the man at the home. Everything seemed to
be okay and the man was very appreciative to the S.O. and deputy for checking up on him. This
report was written for informational purposes. No further incident.
8/14/2016- S.O. observed a red Honda pioneer off of the road on Granada. Blvd during patrol at
approximately 2:48 p.m. The occupants of the vehicle were attempting to pick berries and the
S.O. advised them that they cannot pick berries anywhere in the district and needed to leave
immediately. No further incident.
8/15/2016- At approximately 10:52 p.m. S.0. received a call from the resident at 5029 Sugar
Bay st. The woman explained that she thought she had heard noises at the side of her home.
S.O. responded and conducted a physical check of the premises with no findings. This report
was written for informational purposes.
8/21/2016- S.0. received a call from a resident at approximately 4:10 p.m. explaining that his
neighbor had piled a bunch of shrubs up across the road. The residents concern was that the
shrubs would sit there for three weeks, due to that being the next pickup date. S.O. responded
and determined that the shrubs belonged to 3400 Sunrise Dr. The next day code
enforcement officers Bob Brumfield and Phil Lockhart went and spoke to the resident at 3400
Sunrise Dr. The man stated that he thought there would be an extra pickup day for the
horticulture, and was given the contact information for progressive solutions. They advised
that there would not be an extra pickup. The resident agreed to take care of the shrubs, and
did comply within a few days ... taking the shrubs to be properly disposed of on his own.
8/21/2016- S.0. received a call at approximately 10:55 p.m. about a lift/pump alarm going off at
the address of 4005 Harlando Ave. S.O. responded to the address and did determine that the
alarm was going off, and at that time made contact with the on call maintenance staff. No
further incident.
8/22/2016- At approximately 12:58 p.m. 5.0. received (2) calls from concerned residents about
the property of 6800 Soprano St. It appeared that a theft had occurred at the residence. 5.0.
immediately responded to the address and observed a broken timer box on the ground,
alongside smashed and broken pieces of plastic tubing. The 5.0. also noticed that the pool
pump had been taken. HCSO was contacted and arrived shortly after to meet with 5.0. 5.0.
met with deputy Sendziak and a report of the theft was filed, pictures were also taken by both
the deputy and the 5.0. Case information was attached to the incident report for referencing.
The homeowners were contacted and made aware of the situation and were very thankful.
They were also placed on the watch order list to help potentially avoid further incidents. This
report was written for informational purposes.
8/23/2016- 5.0. received a complaint call at approximately 3:15 a.m. about loud music at the
address of 3802 Barbarossa Ave. 5.0. responded to the address and did determine the music
to be excessively loud. 5.0. made contact with the residents at the home asking them to turn
it down. They did comply at that time without further incident.
8/28/2016- 5.0. received a call at approximately 11:45 a.m. from the residents at 2500 Sunrise
Dr. They explained that an alarm on the side of their home was going off. 5.0. responded and
determined it to be the lift/pump alarm and silenced it at that time. 5.0. made contact with
the on call maintenance staff and made them aware of the situation. No further incident.
8/31/2016- 5.0. received a call from Quality Inn staff at approximately 4:35 a.m. The staff was
complaining of a man harassing the girl behind the counter for approximately 30 minutes,
refusing to leave. 5.0. responded and was also met by HCSO deputies, but the man had just
left. Searches of the area were conducted but both 5.0. and HCSO were unable to locate the
man. He was described as a Hispanic male with both arms full of tattoos. This report was
written for informational purposes.
CODE ENFORCEMENT VIOLATIONS August 2016
Violations # / Complied Water Violations 2 / 2 3909 Ponce De Leon Blvd.; 4527 Navarre Ave.. Parking Violations 31 / 31 4436 Alcantarra Ave.; 5305 Granada Blvd.; 4221 Almeria Ave.; 4021 Catalina Dr.; 4326 Capri St.; 4112 Capri St.; 4120 Capri St.; 4104 Capri St.; 4319 Capri St.; 3926 Vilabella Dr.; 3924 Ramiro St.; 4014 Cortez Blvd.; 3905 Almeria Ave.; 4523 Boston St.; 3830 Ramiro St.; 3924 Ramiro St.; 4716 Cortez Blvd.; 4032 Fonseca Ave.; 6219 Orduna Dr.; 5334 Granada Blvd.; 4117 Santiago St.; 3827 Palazzo St.; 3809 Palazzo St.; 3831 Ponce De Leon Blvd.; 4232 Ponce De Leon Blvd.; 3707 Vilabella Dr.; 4617 Navarre Ave.; 4124 Ramiro St.; 4319 Capri St.; 5531 Matanzas Dr.; 3905 Almeria Ave.. High Grass And Weed Violations 40 / 24 4221 Almeria Ave.; 4216 Ponce De Leon Blvd.; 4014 Vilabella Dr.; 4128 Capri St.; 4313 Maderia Ave.; 3802 Barbarossa Ave.; 4117 Fonseca Ave.; 3809 Almeria Ave.; 4016 Almeria Ave.**; 4218 Lamancha Cir.; 5405 Granada Blvd.; 2400 Sunrise Dr.; 5529 Angelo Cir.; 3917 Ramiro St.; 5238 Magnolia Pl.; 4725 Sun ‘N Lake Blvd.; 6628 Sun ‘N Lake Blvd.**; 4937 Vilabella Dr.; 5205 Granada Blvd.; 4505 Boston St.; 4535 Pebble Beach Dr.; 5212 Savona Dr.; 4874 Myrtle Beach Dr.; 4164 Bianca St.; 4209 Ponce De Leon Blvd.**; 4507 Leucadendra Dr.; 3230 Sunrise Dr.**; 4912 Myrtle Beach Dr.; 4404 Alcantarra Ave.; 3918 Loretto Ave.; 2912 Sunrise Dr.; 3000 Sunrise Dr.; 4029 Harlando Dr.; 3911 Fonseca Ave.; 4108 Loretto Ave.**; 4606 Boabadilla Ave.; 4436 Alcantarra Ave.; 4625 Cadagua Dr.**; 4600 Calatrava Ave.; 3908 Palazzo St.. RV Violations 8 / 8 4527 Tarrega St.; 4104 Capri St.; 4319 Capri St.; 3928 Viscaya St.; 6815 Matanzas Dr.; 4004 Tangier St.; 4117 Santiago St.; 4312 Navarre Ave.. Sanitation Violations 6 / 5 4008 Bianca St.; 4006 Santiago St.; 4232 Maderia Ave.; 4436 Alcantarra Ave.; 4104 Vilabella Dr.; 3908 Palazzo St.. Unlicensed / Inoperable Vehicle Violations 3 / 3 3907 Tangier St.; 4021 Fonseca Ave.; 4319 Capri St.. Structural Violations 1 / 1 4128 Barbarossa Ave.. Swimming Pool Violations 1 / 1 3808 Monza Dr.. Visability at Intersection Violations 1 / 1 4788 Tarrega St.. Total 93 / 76 *** Properties have been issued a CITATION. **Properties remain in non-compliance and are proceeding to the Code Enforcement Hearing on September 29, 2016 Bob Brumfield Code Enforcement Officer Sun 'N Lake Of Sebring Improvement District
UNIT StBLK LOT FILE NO.
Clm of Lien
+ Dmd Ltr
Stage
F/C
Complaint
Date Filed
Suit
Active
Final
Judgment
or Sale Set
County Taxes
Owed As Of
Aug 2015 STATUS
Operation +
Maintenance
Assessments As
Of July 2016 Area A&C Ph V Owner
2 19 37 S02.019.37 X $0.00
ADDRESS: 3701 PALAZZO ST., SEBRING, FL
Dmd/Clm of Lien -- Auth from Tanya to move forward.
Order title work. 1st Mtg Holder active foreclosure; Mtg
company requested payoff amt from District $3,498.10 N N Studley
2 19 60 S02.019.60 x 7/20/2016 1 $0.00 ################################################ $2,371.66 N N Stephens Sheryl
2 19 73 S02.019.73 x
ADDRESS: 4416 NAVARRE AVE, SEBRING, FL
Dmd/Clm of Lien sent; Auth from Omar to move forward -
Recpt & Review Title Rpt. Complaint docs in process. $2,553.36 N N Stamp
2 19 88 S02.019.88 x
ADDRESS: 4024 CAPRI STREET., SEBRING, FL
Dmd/Clm of Lien sent; Auth from Omar to move forward -
Recpt & Review Title Rpt. Complaint docs in process. $2,553.36 N N
4024 Capri St Land
Trust
2 21 1 S02.021.01 x $0.00
ADDRESS: 3917 RAMIRO ST., SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Copy to Mtg Co - Title
Search Ordered. FIRST MTG HOLDER FORECLOSING -
CMC sch and Plt did not appear. Case Dismissed
10/2014. Auth from Tanya to move forward. Order new
title work. Complaint docs prepared; updated demand ltr
sent. Payment arrangement made with SON - Pmts
stopped; Auth from Omar to move forward. -Recpt &
Review Title Rpt. Complaint docs in process. $3,091.36 N N Healy
2 21 23 S02.021.23 x $0.00
ADDRESS: 3722 PALAZZO ST., SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Copy to Mtg Co - Small
partial payment rec'd by District - HOLD per Omar $1,534.73 N N Gonzalez
2 22 10 S02.022.10 x $0.00
ADDRESS: 4003 SANTIAGO ST., SEBRING, FL
Dmd/Clm of Lien; Auth from Omar to move forward -
Recpt & Review Title Rpt. Complaint docs in process. $1,217.14 N N Zeledon
2 23 38 S02.023.38 x $0.00
ADDRESS: 4214 SANTIAGO STREET, SEBRING, FL
Dmd/Clm of Lien; Auth from Omar to move forward - title
search ordered $4,255.72 N N Furentes/Etheridge
2 23 30 S02.023.30 x
ADDRESS: 4006 SANTIAGO ST, SEBRING, FL
Dmd/Clm of Lien sent; Pmt Agr; Omar req we send 2nd
updated demand letter. $1,426.43 N N Leaphart
2 24 2 S02.024.02 x
ADDRESS: 3919 TANGER ST., SEBRING, FL
Dmd/Clm of Lien sent - Payment Agreement 4/21/16 $2,145.36 N N Wynn
FORECLOSURE STATUS REPORT - 9/15/16 - SUN 'N LAKE OF SEBRING IMPROVEMENT DISTRICT
1
UNIT StBLK LOT FILE NO.
Clm of Lien
+ Dmd Ltr
Stage
F/C
Complaint
Date Filed
Suit
Active
Final
Judgment
or Sale Set
County Taxes
Owed As Of
Aug 2015 STATUS
Operation +
Maintenance
Assessments As
Of July 2016 Area A&C Ph V Owner
2 24 9 S02.024.09 x $0.00
ADDRESS: 3803 TANGIER STREET, SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Copy to Mtg Co District
authorized to move forward 2/19/13- Title Search
Ordered, Received, Reviewed. FIRST MORTGAGE
HOLDER FORECLOSING - court docket active. Update
Clm of Lien & Dmd Ltr - copy sent to Mtg co. atty.
Complaint docs on HOLD - Mtg Co FJ 8/2/16 - Mtg Co FC
sale 9/9/16. AltiSource has req payoff. $4,912.10 N N Keller
2 29 7 S02.029.07 x 4/15/2013 $0.00
ADDRESS: 4448 MADERIA AVE., SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Copy to Mtg Co District
authorized to move forward 2/19/13- Complaint filed.
Payment Agreement entered. Payments being made
monthly for delinquencies . Bulk of what she owes is atty
fees for foreclosure - Per TANYA/OMAR - HOLD -
payments being made $5,221.53 N N Reyes
4 703 5 S04.703.05 x
ADDRESS: 4710 TARREGA SEBRING, FL
Dmd/Clm of Lien sent $700.10 N N Tucker
5 52 11 S05.052.11 x 4/12/2016 1 $0.00
ADDRESS: 4016 ALMERIA AVE., SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter -
Bankruptcy matrix - Auth from Tanya to move forward. Order
title work - Complaint filed; Summons out for Service on
Defendants $6,329.80 N N Cruz
5 53 19 S05.053.19 x 6/10/2016 1 $2,946.48
ADDRESS: 4221 ALMERIA AVE , SEBRING, FL Dmd/Clm
of Lien - Auth from Tanya to move forward. Order title
work - Complaint filed; Summons out for Svc on Defs.
There is a Tax Deed Sale on 9/7/16 @ 10:00 a.m. that
Omar & Atty Schumacher will attend. $3,498.10 N N Downey
5 57 07 S05.057.07 x $0.00
ADDRESS: 4008 FONSECA AVE, SEBRING, FL
Clm of Lien prev filed/ 1st Mtg has FJ - Sale 9/13/16 $4,901.20 N N Jones
5 57 08 S05.057.08 x $1,001.88
ADDRESS: 4014 FONSECA AVE., SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter. Partial
payment made to District. -- Auth from Tanya to move
forward. Order title work - In Bankruptcy. $1,905.64 N N Hollinger
5 57 10 S05.057.10 x $0.00
ADDRESS: 4028 FONSECA AVE , SEBRING, FL
Dmd/Clm of Lien - District receiving payments; Omar
authorized to move forward. Recpt & Review Title Rpt.
Complaint docs in process. $2,116.19 N N Smith
8 102 18 S08.102.18 x
ADDRESS: 5201 FETTUCCINE AVE, SEBRING, FL
Dmd/Clm of Lien sent - HOLD per OMAR $3,496.00 N N
Wilmington Trust
NA
10 160 34 S10.160.34 x
ADDRESS: 8837 Sun 'n Lake Blvd, Sebring, FL
Dmnd/Clm of Lien sent; Pmt Agr $27,962.57 N Wacaster
2
UNIT StBLK LOT FILE NO.
Clm of Lien
+ Dmd Ltr
Stage
F/C
Complaint
Date Filed
Suit
Active
Final
Judgment
or Sale Set
County Taxes
Owed As Of
Aug 2015 STATUS
Operation +
Maintenance
Assessments As
Of July 2016 Area A&C Ph V Owner
10 161 26 S10.161.26 x
ADDRESS: 8384 MANTUA DRIVE, SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter. -- Auth
from Tanya to move forward. Order title work - Complaint
Docs in process - HOLD - Refinance in process; pmt to be
made soon. $2,471.23 N $286.48 Layton
13 250 26 S13.250.26 x 6/10/2016 $0.00
ADDRESS: 4018 VILABELLA DR , SEBRING, FL
Dmd/Clm of Lien -- Auth from Tanya to move forward. Order
title work - Complaint filed; Summons out for Service on
Defendants - PD - Case Dismissed $8,052.30 N N Ailstock
13 250 271 S13.250.271 x $0.00
ADDRESS: 4102 VILABELLA DR., SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter - New
Demand Letter sent to new owner per
Omar' request. $5,798.36 N N
Tradewinds
Development
Group, LLC f/k/a
William Rogers
13 250 32 S13.250.32 $0.00
ADDRESS: 4201 PONCE DE LEON BLVD., SEBRING, FL
FIRST MTG HOLDER FORECLOSING. Payment Agr &
Owner making payments to District. - FIRST MTG
HOLDER FORECLOSED - Mtg Co now owns - Omar req
we send 2nd updated demand letter. $2,403.29
US Bank/ prev
Jacelon
13 250D 7 S13.250D.07 x $1,098.88
ADDRESS: 3906 VILABELLA DR., SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Tax Certif. issued for
2011 Cty Taxes ; also up for tax deed sale 8/28/13. we
sent a letter to advise. No action taken - Title Search
Ordered. Complaint docs in process. District HOLD ;
updated address located & District resent bill; Contacted
by owner for pmt - None rec'd - Auth by OMAR to move
forward - Recpt & Review Title Rpt. Complaint docs in
process. $4,996.10 N N
Jorsyd Ventures
Inc, as Trustee
f/k/a/Perez
13 250E 2 S13.250E.02 x
ADDRESS: 4806 Granada Blvd., Sebring, FL 33872
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
HOLD - Recpt & Review Title Rpt. Complaint docs in
process.Tax Deed Sale on 9/7/16 @ 10:00 a.m. $2,553.36 N N Hargrove
13 256 061 S13.256.061 x $0 ################################################# $6,384.44 N N
Wells Fargo/ prev
Tietjen
13 260 55 S13.260.55 x $4,935.91
ADDRESS: 3104 SUNRISE DR , SEBRING, FL Dmd/Clm
of Lien - Auth by OMAR to move forward - title search
ordered $2,767.92 N N Canale
13 260 57 S13.260.57 x 10/4/16 $0.00
ADDRESS: 3120 SUNRISE DR, SEBRING, FL
Dmd/Clm of Lien Sent Certif Mail, Copy to Mtg Co
Title Search Ordered, Received, Reviewed. FIRST MTG
HOLDER WELLS FARGO HAS FJ - FC
SALE reset for 10/04/16 $5,290.50 N N Lambie
3
UNIT StBLK LOT FILE NO.
Clm of Lien
+ Dmd Ltr
Stage
F/C
Complaint
Date Filed
Suit
Active
Final
Judgment
or Sale Set
County Taxes
Owed As Of
Aug 2015 STATUS
Operation +
Maintenance
Assessments As
Of July 2016 Area A&C Ph V Owner
13 261 29 S13.261.29 x
ADDRESS: 3025 SUNRISE DR., SEBRING, FL
DMD/CLM OF LIEN sent; Pmt Agr per OMAR $2,248.86 N N Becker-Nafel
13 262 20 S13.262.20 x $0.00
ADDRESS: 3205 MONZA DR , SEBRING, FL
Dmd/Clm of Lien - 1st Mtg filed complaint. District Served
3/24/16. Answer Filed with Court HOLD per OMAR $4,521.50 N N Hager
13 273 6 S13.273.06 x
ADDRESS: 4508 CORTEZ BLVD., SEBRING, FL
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
title search ordered $2,553.36 N N Prevatt
13 273 17 S13.273.17 x 8/1/2016 1 $0.00
ADDRESS: 6917 SPUMONI ST , SEBRING, FL
Dmd/Clm of Lien - Auth from Tanya to move forward. Order
title work - Complaint filed; Summons out for service on
defendants. $5,149.44 N N Alvarez
13 275I 204 S13.275I.204 x $0.00
ADDRESS: 3509 EDGEWATER DR, SEBRING, FL
Dmd/Clm of Lien - Auth from Tanya to move forward. Order
title work - Complaint on HOLD - Partial Pmt rec'd. $3,541.88 N N Llewellyn
13 278 18 S13.278.18 x
ADDRESS: 5425 GRANADA BLVD, SEBRING, FL
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
title search ordered $2,069.38 N N Lord-Breakspeare
13 278 181 S13.278.181 x
ADDRESS: 5427 GRANADA BLVD, SEBRING, FL
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
title search ordered $2,069.38 N N Lord-Breakspeare
13 278 182 S13.278.182 x
ADDRESS: 5429 GRANADA BLVD, SEBRING, FL
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
title search ordered $2,069.38 N N Lord-Breakspeare
13 281 442 S13.281.442 x
ADDRESS: 5602 GRANADA BLVD., SEBRING, FL
Dmd/ Clm of Lien sent; Pmt Agr per OMAR $2,077.66 N N Dickerson
151 740 1 S151.740.01 x
ADDRESS: 5109 BELMAR DR., SEBRING, FL
Dmd/Clm of Lien sent; Auth by OMAR to move forward -
title search ordered $2,765.82 N N Butruch
16 341 20 S16.341.20 x $0.00
ADDRESS: 4650 PEBBLE BEACH DR, SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter - making
pmts… HOLD per OMAR $2,082.54 N N Riley
16 344 21 s16.344.21 x
ADDRESS: 5020 MYRTLE BEACH DR, SEBRING, FL
DMD/CLM OF LIEN sent - returned undeliverable; send to
new forwarding address provided by USPS $2,467.76 N N Asumbrado
16 344 25 S16.344.25 x
ADDRESS: 5000 MYRTLE BEACH DR, SEBRING, FL
DMD/CLM OF LIEN sent - Payment Agr 4/15/16 $2,577.62 N N Perez
4
UNIT StBLK LOT FILE NO.
Clm of Lien
+ Dmd Ltr
Stage
F/C
Complaint
Date Filed
Suit
Active
Final
Judgment
or Sale Set
County Taxes
Owed As Of
Aug 2015 STATUS
Operation +
Maintenance
Assessments As
Of July 2016 Area A&C Ph V Owner
16 348 38 S16.348.38 x $0.00
ADDRESS: 4551 SAN IGNACIO DR, SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter. Will
transfer to Mike Keiber for FC portion after demand + Clm of
Lien $3,533.42 $4,471.79 N Roberts, Chris ** --
18 391 7 S18.391.07 x 8/17/2016 1 $0.00
ADDRESS: 4647 ADRIENNE ST, SEBRING, FL
Claim of Lien recorded & mailed w/ demand letter. Partial
payment made to District. - Auth from Tanya to move
forward. Order title work - Complaint filed; summons out for
service on defendants. $4,178.70 N N Tookes
251 731 22 S251.731.22 x $0.00
ADDRESS: 5318 BRETT CIR, SEBRING, FL
Dmd/Clm of Lien -- Auth from Tanya to move forward. Order
title work - Revise/update Clm of Lien & New demand
letter sent. $3,796.02 N N Nembhard
Total 71 6 174110.67 $174,110.67 $4,471.79 $286.48
All amounts shown herein are monies to bring account current only; they do NOT include full Bond Prepay amounts.
Gold highlighted files and lots were AUTHORIZED to PROCEED by GM WRIGHT as of 11/12/12
Olive highlighted files and lots were AUTHORIZED to PROCEED by Gen. Mgr WRIGHT as of 8/11
Lavender highlighted files and lots were AUTHORIZED to PROCEED by GM WRIGHT as of 2/28/12
Blue highlighted files and lots were AUTHORIZED to PROCEED by GM WRIGHT as of 6/18/12
Light Green highlighted files and lots were AUTHORIZED to PROCEED by GM WRIGHT as of 02/08/2013
Yellow highlighed files and lots were AUTHORIZED to PROCEED to FC by GM WRIGHT as of 7/24/13
Peach highlighted files and lots were AUTHORIZED to PROCEED to FC by GM WRIGHT as of 2/5/14
Orange highlighted files and lots were AUTHORIZED to PROCEED for Clm of Lien/Demand Ltrs as of 01/2015
Rose highlighted files and lots were AUTHORIZED to PROCEED for Clm of Lien/Demand Ltrs as of 1/29/16
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