Laurel Road Community Development District
3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817
Phone 407-723-5900; Fax 407-723-5901
https://laurelroadcdd.com/

The following is the agenda for the Board of Supervisors’ Meeting for the Laurel Road Community Development District scheduled to be held Wednesday, June 11, 2025, at 12:30
P.M. at 5800 Lakewood Ranch Blvd, Sarasota, FL 34240.
Dial-In:	1-844-621-3956	Access Code:	2536 634 0209
https://pfmcdd.webex.com/join/carvalhov

BOARD OF SUPERVISORS’ MEETING AGENDA

Administrative Matters
Roll Call to Confirm Quorum
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]
Consent Agenda
Minutes of the May 14, 2025, Board of Supervisors’ Meeting
Maverick Estimate for Vistera Sign Repair
NaturZone Pest Control Service Agreement
NaturZone Termite Control Service Agreement
Payment Authorization Nos. 095 – 099
Funding Request Nos. 185 – 187
District Financial Statements
Other Business Staff Reports
District Counsel
District Engineer
District Manager
Field Manager
Supervisor Requests and Comments Adjournment

Laurel Road Community Development District

Consent Agenda

Laurel Road Community Development District

Minutes of the May 14, 2025, Board of Supervisors’ Meeting

MINUTES OF MEETING

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS MEETING
Wednesday, May 14, 2025, at 12:30 p.m. 5800 Lakewood Ranch Blvd,
Sarasota, FL 34240

Board Members present:			
Pete Williams	Chairperson	(via phone)	
Janice Snow	Vice Chairperson		
John Blakley	Assistant Secretary		
John Leinaweaver	Assistant Secretary		
Dale Weidemiller	Assistant Secretary		
Also present:			
Vivian Carvalho	PFM Group Consulting LLC – District Manager		
Amanda Lane	PFM Group Consulting LLC – District Accountant	(via phone)	
Kwame Jackson	PFM Group Consulting LLC – ADM	(via phone)	
Tom Panaseny	Neal Communities – Developer	(via phone)	
John McKay	J.H. McKay, LLC – Consultant		
Andy Richardson	Neal Land & Neighborhoods – Developer	(via phone)	
Jim Schier	Neal Land & Neighborhoods – Developer		

FIRST ORDER OF BUSINESS	Administrative Matters Roll Call
The Board of Supervisors’ Meeting for Laurel Road CDD was called to order at 12:31 p.m. Those in attendance are outlined above either in person or via speakerphone.

Public Comment Period

There were no public comments.

Consent Agenda Items #1 - 7

Minutes of the April 9, 2025, Board of Supervisors’ Meeting
FITREV Fitness Equipment Preventative	Maintenance Agreement
Floridian	Environmental Landscape Proposal for Wetland J Supplemental Plantings
Forsberg Proposal for Storm System Clean Out
Payment Authorization Nos. 090 –
094
Funding Request Nos. 182 – 184
District Financial Statements

The Board reviewed the consent agenda items.

ON MOTION by Mr. Weidemiller, seconded by Mr. Leinaweaver, with all in favor, the Board ratified the Consent Agenda items 1 – 7.

SECOND ORDER OF BUSINESS	Business Matters

Review of Letter from Supervisor of Elections, Sarasota County

Ms. Carvalho noted that as of April 15, 2025, there are 37 registered voters in the District per the letter from the Supervisor of Elections, Sarasota County.

ON MOTION by Mr. Weidemiller, seconded by Mr. Blakley, with all in favor, the Board accepted the Letter from the Supervisor of Elections, Sarasota County.

Consideration of VGlobalTech Website Maintenance Proposed Fee Increase

Ms. Carvalho stated the vendor is requesting a small increase for the website maintenance.

ON MOTION by Mr. Weidemiller, seconded by Mr. Leinaweaver, with all in favor, the Board approved the VGlobalTech Website Maintenance Proposed Fee Increase.

Consideration of PFM Group Consulting LLC District Management Proposed Fee Increase
Ms. Carvalho stated PFM is requesting an increase for the Fiscal Year 2026 budget. It is approximately a 5% increase. There has not been an increase for a couple of years.

ON MOTION by Mr. Weidemiller, seconded by Mr. Williams, with all in favor, the Board approved the PFM Group Consulting LLC District Management Proposed Fee Increase.

Consideration of Resolution 2025-04, Approving a Preliminary Budget for Fiscal Year 2026, and Setting a Public Hearing Date

Ms. Carvalho recommended August 13, 2025, for the Public Hearing. Ms. Carvalho noted there is an increase in the budget due to the Vistera Amenity Center. She gave an overview of the Debt Service budget, the O&M budget, and the assessments. All residents will receive notice for the increased assessments.
Ms. Snow gave an overview of the Amenity staff roles and line items. There are already contracts in place with staff and vendors.
The Board reviewed and discussed the preliminary budget. Once approved, the budget can not be increased, only decreased. The preliminary budget is currently set at $866,511.37.

It was noted there are approximately 50 homeowners at this time in the community. The Board reviewed the assessments. It was noted there is a 22% increase. Ms. Carvalho noted that within the notice to residents, there will also be explanation of the increase.
It was noted there will be a carry forward amount.

The Board agreed on August 13, 2025, at 12:30 p.m., at the same location, for the Public Hearing. It was noted that the preliminary budget is sent out within the notice to residents.

Ms. Snow will work on reserving the training room for the Public Hearing, as it is a larger area.

ON MOTION by Mr. Weidemiller, seconded by Mr. Leinaweaver, with all in favor, the Board approved Resolution 2025-04, Approving a Preliminary Budget for Fiscal Year 2026 in the amount of $866,511.37, and Setting a Public Hearing Date for August 13, 2025, at 12:30 p.m.

Review and Acceptance of FY 2024 Audit Report

Ms. Carvalho noted this was a standard and clean audit and the report has been reviewed by District Staff. It will be posted on the District website.

ON MOTION by Mr. Williams, seconded by Mr. Blakley, with all in favor, the Board reviewed and accepted the FY 2024 Audit Report.

THIRD ORDER OF BUSINESS	Other Business	

District Counsel –

District Engineer –	
No report. No report.	Staff Reports	

District Manager –	Ms. Carvalho reminded the Board that the next meeting is June 11, 2025.

Field Manager -	Mr. Williams noted the Amenity Report was well done.

Mr. Panaseny noted he received intermittent invoices from Ms. Claybrooke for A&M Engineering. He requested an annual District Engineer contract for District specific tasks in order to properly budget. Ms. Carvalho will follow up.

Audience	Comments	and	Supervisor Requests

There were no further comments or requests at this time.

FOURTH ORDER OF BUSINESS	Adjournment

Ms. Carvalho called for a motion.

ON MOTION by Mr. Leinaweaver, seconded by Ms. Snow, with all in favor, the Board of Supervisors’ Meeting for the Laurel Road Community Development District adjourned the meeting at 12:52 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chair

Laurel Road Community Development District

Maverick Estimate for Vistera Sign Repair

BILL TO
Laurel Road CDD- Vistera CLub
321 Vistera Boulevard
Nokomis, Florida 34275 United States	Estimate Number: Estimate Date: Valid Until:
Grand Total (USD):	569
May 18, 2025
June 17, 2025
$1,130.00	
352-602-4803
Jhamill@triadassocmgmt.com				

ITEMS	
QUANTITY	
PRICE	
AMOUNT	

Sign repairs
Re-digging up, hammering off old concrete base, re- digging, re- framing 12" x 24" tubular hole, repouring high-strength concrete, and leveling the 4 counted damaged signage throughout the phases.	4	$150.00	$600.00	
Pricing includes all materials and travel cost				
Custom Decorative pole
Custom designs 14ft 5" sleeve with 4" square pole custom designed Cap and Finial Top Powdercoated black	1	$530.00	$530.00	

Grand Total (USD):	$1,130.00

Notes / Terms
To initiate the project, a Material Aquisition invoice payment is required upon proposal approval before any materials are ordered, with the remaining balance due upon project completion and satisfaction. We assure you of our commitment to deliver high-quality results and maintain open communication throughout the project's duration.

VISTERA SIGN REPAIR ESTIMATE

Grand Total (USD)
$1,130.00

MAVERICK BUILDING SOLUTIONS
805 Charles Boulevard
Oldsmar, Florida 34677 United States

Contact Information
Mobile: 205-704-9412
Phillip@maverickbuildingsolutions.com

VISTERA SIGN REPAIR ESTIMATE

Grand Total (USD)
$1,130.00

Payment for services provided by Maverick Building Solutions ('the company') is due within thirty (30) days of project completion. After sixty (60) days of a failure to pay within this timeframe will result in a 1.5% monthly interest charge on the unpaid balance. Payment can be made via check, Automated Clearing House (ACH). In cases of non-payment, the debtor will bear all costs associated with collections, including legal fees and court costs. The company reserves the right to employ all lawful means to collect outstanding amounts after 90 days of non-payment of final invoice. Thank you.

Maverick Building Solutions - Excellence in all we do, for you!

MAVERICK BUILDING SOLUTIONS	Contact Information
805 Charles Boulevard	Mobile: 205-704-9412
Oldsmar, Florida 34677	Phillip@maverickbuildingsolutions.com United States

Laurel Road Community Development District

NaturZone Pest Control Service Agreement

1899 Porter Lake Drive, #103, Sarasota, FL 34240	
1-866-390-7378	
info@NaturZone.com	

Service Agreement

Location Name:	Laurel Road CDD - Vistera Club	
Covered Address(s):	321 Vistera Blvd. Nokomis, FL 34275	
Location Contact:	Jessica Hamill	Phone:	352-602-4803	Email:	jhamill@triadassocmgmt.com	
Billing Company:	Triad	
Billing Address:	P.O. Box 491200Leesburg, FL 34749-1200	
Billing Contact:	same	Phone:		Email:		
Tax Exempt:	Yes	No  If yes must attach a copy of certificate.	Business Type: Warehourse	
Scope of Service for Pest Control Services	
Covered Areas:	The interior and the exterior of the clubhouse, dumpster area, and pool area	
Covered Pests:	

	Ants	Roaches	Rats	Spiders	Silverfish
Other Fire Ants and Mosquitos	Wasps *for active nests less than 10ft	
Service Details:	
Service Type	Frequency	Service Notes	Qty	Per Service	
Pest Control-Perimeter	Monthly	Treat the perimeter monthly for pest prevention		Included	
Pest Control-Interior	Monthly	Treat the interior high-risk areas		Included	
Top Choice Fire Ant Control	Annually	Treat the grounds for fire ant elimination		Included	
Rodent Control	Monthly	Service and maintain 4 rodent bait boxes		Included	
Web Sweep	Monthly	Remove Spider webs from the entrances		Included	
Monthly	Monthly	Perform mosquito abatement to the perimeter		Included	
Routine Service includes treatment of high risk areas including but not limited to:	The exterior perimeter of the	
clubhouse, interior high risk areas, mosquito service, fire ant elimination, and rodent protection.	
Current Pest Pressures:		
Preventative Rodent Details:
Install new stations on property. Special Instructions:  Install landscaping/rock modeled bait stations.
Retrofit existing stations. Special Instructions:
No exterior rodent control included.	
Other:		
Service Guarantee:	Call-back service for covered pests and areas at no additional charge.	
Compensation	Authorization	
Initial Service Fee	NaturZone Representative:	Eliot Niceswanger	Date:	04/29/2025	
$ 210.00	Authorized Client Signature:		Date:		
Monthly Fee Thereafter:	Print Name:		
$ 210.00	Return Signed Agreement To:	eliot@naturzone.com	

Internal Use Only	KL	All fees are due at time of service and do not include applicable taxes. NaturZone management reserves the right to
require adjustments to this agreement prior to the initial service being completed. The initial term of this service	
LS LL -	Lunch TL	NA	LB	agreement is for one year and automatically renews unless notified by the client or NaturZone Pest Control with
a (30) day written notice of cancellation prior to the renewal date. After the first year, NaturZone may make periodic	
IT	120	RT	60	FT	inflationary increases to the price. The client acknowledges that, unless otherwise specified in this agreement,	
			NaturZone retains ownership of all installed equipment, including but not limited to bait stations and insect light traps.	

Laurel Road Community Development District

NaturZone Termite Control Service Agreement

Subterranean Termite Control Agreement

Customer Name: Laurel Road CDD - Vistera Club	
Covered Address (s): 321 Vistera Blvd. Nokomis, FL 34275	
Billing Address:  same	
Phone:	Fax:	Email: jhamill@TRIADassocmgmt.com	

Contact Person: Jessica Hamill, LCAM	





No fences, detached garages or out-buildings at above covered address are included in this agreement unless specified in writing in this agreement.

This agreement provides “limited warranty” for re-treatment only and does not provide for the repair or replacement of termite damage. This agreement is only for Subterranean Termites and The Company is not responsible for the control of other wood destroying insects such as drywood, fungus, beetles, nor any other wood destroying organism.
This treatment is for (check one): Control of existing infestation
*Prevention of infestation
* The client acknowledges that The Company has not conducted a through inspection of the premises for Subterranean Termites, and inspection services are not part of this agreement and that hidden Subterranean Termite activity/damage may exist on the covered address(s), although “prevention of infestation” is marked above. I fully understand and agree to the terms and conditions in this agreement.

GENERAL CONDITIONS: NaturZone Pest Control (hereafter known as “The Company”) agrees to provide at the ‘covered address” one of the following methods:





 Termiticide: Treatment for subterranean termites using an EPA approved Termiticide in accordance with the label.

■

Baiting System: Install and maintain EPA approved subterranean termite baiting system to label specifications.
The cost of the initial treatment/installation fee is  $1,042.00	due at the time of service. After the treatment/installation The Company will provide ongoing subterranean termite services as recommended by the manufacturer, for a fee of _$625.00
per year	 payable immediately upon invoicing. Notice of initial subterranean termite treatment / baiting to property will be placed at main electrical panel of the “covered address” The Company reserves the right to make reasonable increases to the service fee after the first year, upon notice to the customer. This agreement shall remain in force as long as the customer remains current with the above fees as described in Section 6 below.
*Additional Conditions: Install Alway Active S_ entricon subterranean termite stations every 8-10	 linear feet.	
PERFORMING THE WORK: The method of treatment will vary according to the treatment method made in “General Conditions”
Termiticide: If the “Termiticide” treatment method for subterranean termites control was made above; The Company will treat the soil around the perimeter of the building and possibly areas on the interior of the building with a liquid or granular Termiticide, in accordance with the manufactures label.
Baiting System: If the “Baiting System” treatment methods for subterranean termites control The Company will install monitoring stations around the above covered structure(s) and will monitor the stations for subterranean termite activity on a frequency recommended by the manufacturer.
CONDITIONS CONDUCIVE TO INFESTATION: The Customer warrants full cooperation with The Company during the term of this agreement, and agrees to maintain the structure(s) and the area(s) treated or baited free from any conditions considered conducive to subterranean termite infestation, such as wood to ground contact, form boards left in place, excessive moisture, debris under or around structure, grade level too high, insufficient clearance in crawl space, expansion joints or cracks in slab, wood root / wood fungus, heavy foliage, planter boxes abutting structure, poor drainage, insufficient ventilation, stucco on wire lathe on frame and/or rigid foam board and/or expanded foam materials which are in contact with the soil or covering interior or exterior foundation walls in such a way as to provide termites with hidden or protected access to the structure, whether visible or not, standing water under pier type structure, or as noted in additional comments. The Customer also agrees to notify The Company of and to eliminate faulty plumbing, leaks, and dampness from drains, gutters, down spouts, and condensation or leaks from the roof or otherwise into, onto, or under said area(s) baited or otherwise treated. Failure of the Customer to fully correct the above conditions may result in the nullification of this service agreement. Failure of The Company to note any of the above conditions to the Customer does not alter the Customer’s responsibility under this paragraph. Water leakage in treated areas, and leakage in interior areas or through the roof or exterior walls of the identified structure(s), may destroy the effectiveness of the treatment, and is conductive to new infestation. The Customer is responsible for making timely repairs as are necessary to stop leakage. If Customer elects not to repair said defects then The Company shall have no further obligation under the Agreement.

Subterranean Termite Control Agreement

ADDITIONS OR ALTERATIONS: Prior to the building(s) being structurally modified, altered or otherwise changed, or if soil is removed or added around the foundation, or if any tampering of baiting equipment and supplies occurs, the Customer will immediately notify The Company in writing. Failure to notify The Company in writing of the conditions listed above will terminate this agreement. Additional service required because of any addition or alteration may be provided by The Company at the Customer’s expense, and can require an adjustment in the renewal/monitoring fee.
LIMITED RE-TREATMENT WARRANTY, NOTICE OF CLAIMS, ACCESS TO PROPERTY & INTERIOR INSPECTIONS: Should
the customer suspect subterranean termite activity they should contact The Company’s office immediately. Upon notification The Company will inspect the area of suspected subterranean termite activity, should The Company find active subterranean termites it shall retreat in accordance with section 1, (above) “Performing the Work”. This limited re-treatment warranty agreement provides for re-treatment only and does not provide for the repair or replacement of termite damage. If the customer is dissatisfied with The Company responsiveness or treatments or feel they have any claim under the terms of this agreement the customer agrees to immediately put the concerns in writing to The Company at its corporate offices at NaturZone Pest Control, Attention: The President,
1899 Porter Lake Drive, #103, Sarasota, Florida, 34240. The Company is only obligated to perform under this Agreement provided the Customer allows The Company access to the identified structure for any purpose contemplated by this Agreement, including but not limited to re-inspection of affected areas, whether the inspection was requested by the Customer or considered necessary by The Company. The Company does not perform initial nor regular termite inspections of the entire interior of the property as part of the limited re-treatment warranty. Inspections of entire structure are available at additional cost.

CHANGE IN LAW: This contract shall be interpreted, regulated and adjudicated in accordance with applicable federal, state and local laws and regulations as they exist at the time this contract is executed. In the event of a change in existing law as it pertains to the services promised herein, The Company reserves the right to revise the annual renewal fee or terminate this Agreement.
NON-PAYMENT: The Customer agrees that upon default of any payment due by Customer (more that 45 day past invoicing date), The Company is relieved from further obligation under this agreement. The Customer also agrees to pay all reasonable collection fees, including attorney’s fees, incurred by The Company in the event of Customer’s payment default.

DAMAGE: The Company shall not be responsible for: any past, existing, or future termite damage to the structure(s). This limited warranty agreement provides for re-treatment only and does not provide for the repair or replacement of termite damage.

DISCLAIMER OF WARRANTIES/LIMITATION OF LIABILITY: The Customer agrees that The Company is not liable for special, incidental or consequential damages or loss of anticipated profits. The limited warranty stated in the Agreement is given in lieu of any other guarantee or warranties express or implied, including any warranty of merchantability or fitness for a particular purpose.
OWNERSHIP AND REPLACEMENT OF THE COMPANY TERMITE BAITING SYSTEM COMPONENTS: The Customer agrees
that all of the components of The Company Termite Baiting System (“Components”) are and will remain the property of The Company. If any of the Components are repeatedly destroyed or damaged by Customer, or Customer’s licensees or agents, The Company may require Customer to pay the costs of replacement of any of the damaged Components. Upon the expiration or termination of the Agreement, The Company or its authorized representatives are authorized by Customer to retrieve from Customer’s premises all Components.
TRANSFER: Upon transfer of ownership of the structure(s), The Company agrees to transfer service agreement if Customer agrees to the same terms and conditions and pays a transfer fee. Upon receipt of transfer fee, The Company will reissue a service agreement.
By signing this agreement, the customer certifies: I have read the above provisions, understand them and agree to all terms and
conditions outlined therein.		
 Eliot Niceswanger	Date 4/29/2025
NaturZone Pest Control 1899 Porter Lake Dr. # 103
Sarasota Florida, 34240
Phone: 941-378-3334 Fax: 378-8584	X	Date
Customer or Authorized Agent Signature Sign Name Above and Print below
Print Name:	
CONSUMER’S RIGHT TO CANCEL: IF THIS AGREEMENT WAS SOLICITED AT YOUR RESIDENCE AND YOU DO NOT WANT THE GOODS OR SERVICES, YOU MAY CANCEL THIS AGREEMENT BY MAILING A WRITTEN NOTICE TO THE SELLER BEFORE MIDNIGHT OF THE THIRD BUSINESS DAY AFTER YOU SIGNED THIS AGREEMENT. IF YOU CANCEL, THE PEST CONTROL COMPANY MUST RETURN ALL OF YOUR CASH-DOWN PAYMENT.

For Office Use Only:							
Installation Info:			Installation Type:				
LF 521	#S	50	Standard	Existing Customer	Other Type 1 Installation	Site Transfer	
TL NA	IT	120					

Florida Department of Agriculture and Consumer Services Division of Agricultural Environmental Services

CONSUMER CONSENT FORM

ADAM H. PUTNAM	Rule 5E-14.105, F.A.C.
COMMISSIONER	Telephone: (850) 617-7996; Fax: (850) 617-7968

A pest control company must give you a written contract prior to any preventative or corrective treatment of each wood- destroying organism. Unless issued for pre-construction treatment, this contract must be provided to you before any work is done and before any payment is made so that you have an opportunity to thoroughly read it and understand exactly what services are being provided.

TIPS: Be sure you understand:

All structures or building that will be included in the contract.

The duration of the contract and its renewal terms. (Most contracts are for five year periods, renewable annually, but the contract disclose a basis for the renewal increase (maximum percentage, cost of living, inflation, etc.)
Make sure the common name of the wood-destroying organism to be controlled by the contract is indicated and you understand which organisms are NOT covered.

The contract should state whether the treatment is preventative or corrective (treating an active infestation). Verify if a
treatment is to be performed or not. If not, verify that the company has appropriate insurance coverage based on

The contract should state if it is a retreatment only or a retreatment and repair contract. If it is a retreatment and repair contract, make sure you understand what condition must occur to require the company to perform retreatment and/or repair. Also confirm that the maximum repair amount the company will pay is disclosed.
Finally, determine if the contract is transferable to a new owner if you happen to sell your property and the terms associated with this. Some companies charge a fee and others just request a written notification.

Rule 5E-14.105(
contract for the same wood-destroying organism control or preventative treatment in disregard of the first contract, without first obtaining specific written consent signed by the property owner or authorized agent using DACS form 13671,Consumer Consent Form.

I understand that I have an existing contract with NaturZone Pest Control

(fill	in

company name) to provide wood-destroying organism(s) control or preventative treatment, and I am voluntarily entering into a second contract for control or preventative treatment for the same wood destroying organism(s), which may void the terms of the existing contract.

Date:
Print Name of Consumer		
Title:		Owner or authorized agent		
Signature of Consumer	
Eliot Niceswanger	Date: 4/29/2025		

Print Name of Pest Control Representative
Eliot Niceswanger
Signature of Pest Control Representative

FDACS-13671 Rev.10/08

Company: NaturZone Pest Control	

Laurel Road Community Development District

Payment Authorization Nos.
095 – 099

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT
Payment Authorizations Nos. 095 - 99

PA #	Description	Amount	Total	
				
95	Alsco Uniforms	$	47.32		
				
	Bogart & Daugherty Consulting	$	60.00		
				
	Clean Sweep Parking Lot Maintenance	$	712.50		
				
	Geiger	$	293.71		
				
	Impact Landscaping & Irrigation	$	15,334.67		
		$	3,535.41		
				
	PFM Group Consulting	$	169.95		
				
	Southern Land Services of Southwest Florida	$	3,600.00		
				
	Verizon	$	119.79		
				
	Vglobal Tech	$	150.00		
				
	WTS International	$	29.77		
				
			$24,053.12	
				
96	City of Venice	$	4,823.10		
		$	113.79		
		$	272.17		
				
			$5,209.06	
				
97	Alsco Uniforms	$	47.32		
				
	Comcast Business	$	196.70		
				
	FPL	$	28.98		
		$	1,337.11		
		$	28.93		
		$	29.46		
				
	PFM Group Consulting	$	4,400.00		
		$	1,250.00		
		$	4.29		
				
	Southern Land Services of SW Florida	$	3,450.00		
				
	WTS International	$	1,765.65		
				
			$12,538.44	
				
98	Alsco Uniforms	$	47.32		
				
	Clean Sweep Parking Lot Maintenance	$	950.00		
				
	Daystar Exterior Cleaning	$	1,530.00		
				
	Florida Department of Health	$	400.00		
				
	Gig Set Go	$	345.00		
				
	NaturZone Pest Control	$	1,042.00		
				
	Navitas Credit Corp	$	2,465.17		
				
	Supervisor Fee	$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
				
	TECO	$	43.07		
				
			$7,822.56	
				
99	Advanced Aquatic Services	$	1,815.00		
				
	Alsco Uniforms	$	47.32		
		$	47.32		
				
	Clean Sweep Parking Lot Maintenance	$	1,187.50		
				
	Daystar Exterior Cleaning	$	100.00		
		$	1,530.00		
				
	Doody Free 941	$	234.00		
				
	Floridian Environmental Landscape	$	13,800.00		
				
	FPL	$	3,243.19		
				
	Gannett	$	158.75		
				
	Geiger	$	980.09		
				
	GreatAmerica Financial Services	$	369.16		
				
	Impact Landscaping & Irrigation	$	15,334.67		
		$	3,535.41		
				
	Jan-Pro of Manasota	$	1,895.00		
				
	Lee James	$	375.00		
				
	NaturZone Pest Control	$	210.00		
		$	210.00		
				
	PFM Group Consulting	$	4,400.00		
		$	1,250.00		
		$	3.60		
				
	S&G Pools	$	1,552.00		
				
	Southern Land Services of Southwest FL	$	4,050.00		
				
	TieTechnology	$	73.38		
				
	Tyree Brown	$	500.00		
				
	Valley	$	2,995.74		
				
	VGlobalTech	$	150.00		
				
	WTS International	$	1,577.50		
		$	265.00		
		$	1,087.46		
				
			$62,977.09	
				
		Total	$112,600.27	

Laurel Road Community Development District

Funding Request Nos.
185 – 187

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT

Funding Requests Nos. 185 - 187

FR #	Description	Amount	Total	
				
185	Kimley-Horn and Associates	$	8,174.26		
				
			$8,174.26	
				
186	Booth Design Group	$	500.00		
				
	CRS Building Corporation	$	5,265.00		
		$	5,224.00		
				
			$10,989.00	
				
187	Waterscapes Pools & Spas	$	409,784.00		
				
			$409,784.00	
				
		Total	$428,947.26	

.

Laurel Road Community Development District

District Financial Statements

Laurel Road
Community Development District
April 2025 Financial Package

April 30, 2025

PFM Group Consulting LLC
3501 Quadrangle Boulevard
Suite 270
Orlando, FL 32817-8329
(407) 723-5900

Laurel Road CDD
Statement of Financial Position As of 4/30/2025	
	
General Fund		
Debt Service Fund		
Capital Projects Fund		
Long-Term Debt			
Total	
			
Assets								
Current Assets											
General Checking Account	$	538,681.98								$	538,681.98	
Assessments Receivable	6,020.51									6,020.51	
Prepaid Expenses	709.65									709.65	
Deposits	4,350.00									4,350.00	
Assessments Receivable			$	9,100.24							9,100.24	
Series 2021A1 Debt Service Reserve			326,871.88							326,871.88	
Series 2021A2 Debt Service Reserve			93,203.12							93,203.12	
Series 2021A Revenue			693,366.59							693,366.59	
Series 2021A2 Interest			6,682.39							6,682.39	
Series 2021A1 Prepayment			158.44							158.44	
Series 2021A2 Prepayment			910,942.32							910,942.32	
Accounts Receivable - Due from Developer					$	79,101.33					79,101.33	
Series 2021A Acquisition/Construction					802.87					802.87	
Prepaid Expenses					11.58					11.58	
Deposits					50.00					50.00	
Total Current Assets	$	549,762.14		$ 2,040,324.98		$	79,965.78		$	-		$	2,670,052.90	

Investments
Amount Available in Debt Service Funds Amount To Be Provided
Total Investments									

$	2,031,224.74		

$	

2,031,224.74	
									15,233,775.26			15,233,775.26	
	$	-		$	-		$	-		$ 17,265,000.00		$	17,265,000.00	
Total Assets	$	549,762.14		$ 2,040,324.98		$	79,965.78		$ 17,265,000.00		$	19,935,052.90	

Laurel Road CDD

Long-Term Debt			Total	

$	

11,186.10	
			6,020.51	
			9,100.24	
			79,101.33	
			87,334.74	
			79,101.33	
$	-		$	271,844.25	

$ 17,265,000.00		
$	
17,265,000.00	
$ 17,265,000.00		$	17,265,000.00	
$ 17,265,000.00		$	17,536,844.25	

$	

(6,959.05)	
			(5,531.68)	
			194,134.98	
			350,911.28	
			1,568,510.64	
			462,714.10	
			(146,827.60)	
			(18,744.02)	
$	-		$	2,398,208.65	
				
$ 17,265,000.00		$	19,935,052.90	

Statement of Financial Position As of 4/30/2025

General Fund

Debt Service	Capital Projects Fund		Fund

Liabilities and Net Assets

Current Liabilities

Accounts Payable	$	11,186.10				
Deferred Revenue	6,020.51				
Deferred Revenue			$	9,100.24		
Accounts Payable					$	79,101.33	
Retainage Payable					87,334.74	
Deferred Revenue					79,101.33	
Total Current Liabilities	$	17,206.61		$	9,100.24		$	245,537.40	

Long Term Liabilities

Total Liabilities	$	17,206.61		$	9,100.24		$	245,537.40	

Net Assets
Net Assets, Unrestricted	

$	(6,959.05)					
Current Year Net Assets, Unrestricted	(5,531.68)					
Net Assets - General Government	194,134.98					
Current Year Net Assets - General Government	350,911.28					
Net Assets, Unrestricted			$ 1,568,510.64			

Revenue Bonds Payable - Long-Term Total Long Term Liabilities

462,714.10		
$	
(146,827.60)
(18,744.02)	
$	532,555.53		$	2,031,224.74		$	(165,571.62)	
							
$	549,762.14		$	2,040,324.98		$	79,965.78	

Current Year Net Assets, Unrestricted Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

Total Net Assets

Total Liabilities and Net Assets

$	-	$	-	$	-

Laurel Road CDD Statement of Activities As of 4/30/2025	
	
General Fund	Debt Service Fund	Capital Projects Fund	Long-Term Debt		
Total	
Revenues							
On-Roll Assessments	$ 424,595.96				$	424,595.96	
Off-Roll Assessments	211,135.20					211,135.20	
Other Income & Other Financing Sources	138.30					138.30	
Inter-Fund Transfers In	624.52					624.52	
On-Roll Assessments		$	641,792.26				641,792.26	
Other Assessments		1,593,060.95				1,593,060.95	
Developer Contributions			$ 1,126,618.50			1,126,618.50	
Inter-Fund Transfers In			(624.52)			(624.52)	
Total Revenues	

$ 636,493.98	

$ 2,234,853.21	

$ 1,125,993.98	

$	-	$	3,997,341.17	
Expenses						
Supervisor Fees	$	5,800.00			$	5,800.00	
Public Officials' Liability Insurance	2,708.00				2,708.00	
Trustee Services	4,244.31				4,244.31	
Management	26,400.00				26,400.00	
Field Management	5,000.00				5,000.00	
Engineering	1,460.00				1,460.00	
Disclosure	500.00				500.00	
District Counsel	2,833.50				2,833.50	
Assessment Administration	5,500.00				5,500.00	
Audit	5,600.00				5,600.00	
Travel and Per Diem	235.21				235.21	
Postage & Shipping	34.25				34.25	
Legal Advertising	2,387.00				2,387.00	
Miscellaneous	722.38				722.38	
Office Supplies	278.51				278.51	
Web Site Maintenance	1,650.00				1,650.00	
Dues, Licenses, and Fees	175.00				175.00	
Lifestyle Staff	15,449.30				15,449.30	
Resident Services	7,497.09				7,497.09	
Electric	120.30				120.30	
Clubhouse Electric	2,629.84				2,629.84	

Laurel Road CDD Statement of Activities As of 4/30/2025	
	
General Fund	Debt Service Fund	Capital Projects Fund	Long-Term Debt		
Total	
Gas	$	629.28				$	629.28	
Clubhouse Water	4,501.48					4,501.48	
Water Reclaimed	630.88					630.88	
Wetlands Mitigation	6,700.00					6,700.00	
Amenity - Telephone	1,027.33					1,027.33	
Amenity - Cable TV / Internet / Wi-Fi	1,122.55					1,122.55	
Amenity - Landscape Maintenance	6,590.82					6,590.82	
Amenity - Irrigation Repairs	480.00					480.00	
Amenity - Pool Maintenance	3,104.00					3,104.00	
Amenity - Janitorial	6,729.98					6,729.98	
Amenity - Fitness Equipment Leasing	17,170.58					17,170.58	
Amenity - Security	1,500.00					1,500.00	
Amenity - Office Equipment Leasing	1,595.72					1,595.72	
Amenity - Capital Outlay	8,975.08					8,975.08	
Amenity - Miscellaneous	1,020.98					1,020.98	
General Insurance	3,309.00					3,309.00	
Property & Casualty Insurance	23,491.00					23,491.00	
Irrigation	4,160.00					4,160.00	
Lake Maintenance	14,105.00					14,105.00	
Landscaping Maintenance & Material	54,279.34					54,279.34	
Fertilizer / Pesticides	12,800.00					12,800.00	
Contingency	10,020.00					10,020.00	
Capital Expenditures	5,531.68					5,531.68	
Street Sweeping	4,987.50					4,987.50	
Streetlights	20,068.93					20,068.93	
Series 2021 A1 Principal Payments		$	5,000.00				5,000.00	
Series 2021 A2 Principal Payments		1,475,000.00				1,475,000.00	
Series 2021 A1 Interest Payments		202,121.25				202,121.25	
Series 2021 A2 Interest Payments		120,234.38				120,234.38	
Engineering			$	172,631.54			172,631.54	
Contingency			972,721.24			972,721.24	
Total Expenses	

$ 305,755.82	

$ 1,802,355.63	

$ 1,145,352.78	

$	-	$	3,253,464.23	

Laurel Road CDD Statement of Activities As of 4/30/2025	
	
General Fund		Debt Service Fund		Capital Projects Fund		Long-Term Debt			
Total	
Other Revenues (Expenses) & Gains (Losses)
Interest Income Dividend Income Dividend Income
Total Other Revenues (Expenses) & Gains (Losses)	

$	14,641.44							

$	

14,641.44	
		$	30,216.52							30,216.52	
		
		$	614.78					614.78	
	$	14,641.44	$	30,216.52		$	614.78		$	-		$	45,472.74	
Change In Net Assets	$ 345,379.60	$	462,714.10		$	(18,744.02)		$	-		$	789,349.68	
Net Assets At Beginning Of Year	$ 187,175.93	$ 1,568,510.64		$	(146,827.60)		$	-		$	1,608,858.97	

Net Assets At End Of Year	
$ 532,555.53	

$ 2,031,224.74		
$	
(165,571.62)		
$	-		
$	
2,398,208.65	

Laurel Road CDD
Budget to Actual
For the Month Ending 4/30/2025

YTD Actual		YTD Budget	YTD Variance	Adopted Budget	Percentage	

$	424,595.96		

$	

251,192.94	

$  173,403.02	

$  430,616.46	

98.60%	
211,135.20			123,162.21	87,972.99	211,135.21	100.00%	
-			291.67	(291.67)	500.00	0.00%	
138.30			-	138.30	-		
29,166.67			29,166.67	-	50,000.00	58.33%	
$	665,036.13		$	403,813.49	$  261,222.64	$  692,251.67	96.07%	

$	5,800.00		
$	
7,000.00	
$	(1,200.00)	
$	12,000.00	
48.33%	
2,708.00			1,747.08	960.92	2,995.00	90.42%	
4,244.31			2,333.33	1,910.98	4,000.00	106.11%	
26,400.00			30,800.00	(4,400.00)	52,800.00	50.00%	
5,000.00			7,291.67	(2,291.67)	12,500.00	40.00%	
1,460.00			7,291.67	(5,831.67)	12,500.00	11.68%	
500.00			583.33	(83.33)	1,000.00	50.00%	
2,833.50			11,666.67	(8,833.17)	20,000.00	14.17%	
5,500.00			3,208.33	2,291.67	5,500.00	100.00%	
-			72.92	(72.92)	125.00	0.00%	
5,600.00			3,266.67	2,333.33	5,600.00	100.00%	
-			291.67	(291.67)	500.00	0.00%	
235.21			-	235.21	-		
-			408.33	(408.33)	700.00	0.00%	
34.25			291.67	(257.42)	500.00	6.85%	
2,387.00			4,666.67	(2,279.67)	8,000.00	29.84%	
722.38			350.00	372.38	600.00	120.40%	
278.51			291.67	(13.16)	500.00	55.70%	
1,650.00			1,750.00	(100.00)	3,000.00	55.00%	
175.00			102.08	72.92	175.00	100.00%	
-			11,666.67	(11,666.67)	20,000.00	0.00%	
15,449.30			29,166.67	(13,717.37)	50,000.00	30.90%	
7,497.09			5,833.33	1,663.76	10,000.00	74.97%	
$	88,474.55		$	130,080.43	$	(41,605.88)	$  222,995.00	39.68%	

Revenues
On-Roll Assessments Off-Roll Assessments Developer Contributions
Other Income & Other Financing Sources Carryforward Cash
Net Revenues

General & Administrative Expenses
Supervisor Fees
Public Officials' Liability Insurance Trustee Services
Management  Field Management Engineering Disclosure
District Counsel Assessment Administration Reamortization Schedules Audit
Arbitrage Calculation Travel and Per Diem Telephone
Postage & Shipping Legal Advertising Miscellaneous Office Supplies
Web Site Maintenance Dues, Licenses, and Fees Maintenance Staff Lifestyle Staff
Resident Services

Total General & Administrative Expenses

Laurel Road CDD
Budget to Actual
For the Month Ending 4/30/2025

YTD Actual		YTD Budget	YTD Variance	Adopted Budget	Percentage	

$	90.23		

$	

4,375.00	

$	(4,284.78)	

$	7,500.00	

1.20%	
629.28			-	629.28	-		
473.16			2,187.50	(1,714.34)	3,750.00	12.62%	
6,700.00			2,916.67	3,783.33	5,000.00	134.00%	
-			1,458.33	(1,458.33)	2,500.00	0.00%	
2,481.75			1,601.25	880.50	2,745.00	90.41%	
17,618.25			-	17,618.25	-		
3,120.00			8,750.00	(5,630.00)	15,000.00	20.80%	
10,578.75			9,161.25	1,417.50	15,705.00	67.36%	
40,709.51			46,666.67	(5,957.17)	80,000.00	50.89%	
-			8,750.00	(8,750.00)	15,000.00	0.00%	
9,600.00			-	9,600.00	-		
10,020.00			5,833.33	4,186.67	10,000.00	100.20%	
-			4,375.00	(4,375.00)	7,500.00	0.00%	
4,148.76			2,916.67	1,232.09	5,000.00	82.98%	
4,987.50			7,000.00	(2,012.50)	12,000.00	41.56%	
-			116.67	(116.67)	200.00	0.00%	
15,051.70			17,640.00	(2,588.30)	30,240.00	49.77%	
-			1,458.33	(1,458.33)	2,500.00	0.00%	
$	126,208.88		$	125,206.67	$	1,002.21	$  214,640.00	58.80%	

$	30.08		
$	
1,458.33	
$	(1,428.26)	
$	2,500.00	
1.20%	
157.72			729.17	(571.45)	1,250.00	12.62%	
827.25			533.75	293.50	915.00	90.41%	
5,872.75			-	5,872.75	-		
1,040.00			2,916.67	(1,876.67)	5,000.00	20.80%	
3,526.25			3,053.75	472.50	5,235.00	67.36%	
13,569.84			15,555.56	(1,985.73)	26,666.67	50.89%	
-			2,916.67	(2,916.67)	5,000.00	0.00%	
3,200.00			-	3,200.00	-		
1,382.92			1,458.33	(75.41)	2,500.00	55.32%	
5,017.23			5,880.00	(862.77)	10,080.00	49.77%	
$	34,624.03		$	34,502.23	$	121.80	$	59,146.67	58.54%	

Field Expenses (Inside the Gate; SF)
Electric Gas
Water Reclaimed Wetland Mitigation Equipment Rental General Insurance
Property & Casualty Insurance Irrigation
Lake Maintenance
Landscaping Maintenance & Material Landscape Improvements
Fertilizer / Pesticides Contingency
Gate - Repairs & Maintenance Capital Expenditures
Street Sweeping Lighting
Streetlights - Leasing Bike Share
Total Field Expenses (Inside the Gate; Only SF)

Field Expenses (Outside the Gate; MF)
Electric
Water Reclaimed General Insurance
Property & Casualty Insurance Irrigation - Repair and Maintenance Lake Maintenance
Landscaping Maintenance & Material Landscape Improvements
Fertilizer / Pesticides Capital Expenditures Streetlights - Leasing
Total Field Expenses (Outside the Gate; SF & MF)

Laurel Road CDD
Budget to Actual
For the Month Ending 4/30/2025

	YTD Actual	YTD Budget	YTD Variance	FY 2025
Adopted Budget	Percentage	

Vistera - Amenity Expenses						
Clubhouse Electric	$	2,629.84	$	5,833.33	$	(3,203.49)	$	10,000.00	26.30%	
Clubhouse Water	4,501.48	8,750.00	(4,248.52)	15,000.00	30.01%	
Amenity - Telephone	1,027.33	5,110.00	(4,082.67)	8,760.00	11.73%	
Amenity - Cable TV / Internet / Wi-Fi	1,122.55	7,583.33	(6,460.78)	13,000.00	8.64%	
Amenity - Landscape Maintenance	6,590.82	11,666.67	(5,075.85)	20,000.00	32.95%	
Amenity - Irrigation Repairs	480.00	5,833.33	(5,353.33)	10,000.00	4.80%	
Amenity - Pool Maintenance	3,104.00	12,416.25	(9,312.25)	21,285.00	14.58%	
Amenity - Pool Equipment	-	583.33	(583.33)	1,000.00	0.00%	
Amenity - Cleaning	6,729.98	8,750.00	(2,020.02)	15,000.00	44.87%	
Amenity - Pest Control	-	1,458.33	(1,458.33)	2,500.00	0.00%	
Amenity - Fitness Equipment Leasing	17,170.58	16,916.67	253.91	29,000.00	59.21%	
Amenity - Security Monitoring	1,500.00	6,066.67	(4,566.67)	10,400.00	14.42%	
Amenity - Office Equipment Leasing	1,595.72	7,000.00	(5,404.28)	12,000.00	13.30%	
Amenity - Capital Outlay	8,975.08	14,583.33	(5,608.25)	25,000.00	35.90%	
Amenity - Miscellaneous	1,020.98	597.92	423.06	1,025.00	99.61%	
Amenity - A/C Maintenance and Equipment	-	875.00	(875.00)	1,500.00	0.00%	
Total Vistera - Amenity Expenses	$	56,448.36		$	114,024.16		$	(57,575.80)		$	195,470.00		28.88%	

Total Expenses	
 $	305,755.82 	
 $  403,813.49 	
 $	(98,057.67)	
 $  692,251.67 	
	44.17%	
Other Revenues (Expenses) & Gains (Losses)						
Interest Income	$	14,641.44	$	-	$	14,641.44	$	-	
Total Other Revenues (Expenses) & Gains (Losses)	$	14,641.44		$	-		$	14,641.44		$	-		
Net Income (Loss)	$	373,921.75		$	-		$	373,921.75		$	-		

Laurel Road
Community Development District
April 2025 Budget Package

April 30, 2025

PFM Group Consulting LLC
3501 Quadrangle Boulevard
Suite 270
Orlando, FL 32817-8329
(407) 723-5900

Laurel Road CDD
FY 2026 Proposed O&M Budget

Actual Through 4/30/2025

Anticipated 5/2025 - 9/2025

FY 2025
Anticipated Total

FY 2025	FY 2026
Adopted	Proposed
Budget	Budget

$	665,036.13		$	26,853.83		$	691,889.96	$ 692,251.67	$  866,511.37	

$	
5,800.00		
$	
5,000.00		
$	
10,800.00	
$  12,000.00	
$	12,000.00	
	2,708.00			-			2,708.00	2,995.00	3,114.20	
	4,244.31			-			4,244.31	4,000.00	4,244.31	
	26,400.00			26,400.00			52,800.00	52,800.00	55,500.00	
	5,000.00			7,500.00			12,500.00	12,500.00	12,500.00	
	1,460.00			1,042.85			2,502.85	12,500.00	6,000.00	
	500.00			500.00			1,000.00	1,000.00	1,000.00	
	2,833.50			2,023.95			4,857.45	20,000.00	20,000.00	
	5,500.00			-			5,500.00	5,500.00	5,500.00	
	-			125.00			125.00	125.00	125.00	
	5,600.00			-			5,600.00	5,600.00	5,700.00	
	-			500.00			500.00	500.00	500.00	
	-			-			-	-	63.24	
	235.21			168.00			403.21	-	500.00	
	-			-			-	700.00	700.00	
	34.25			24.45			58.70	500.00	500.00	
	2,387.00			1,705.00			4,092.00	8,000.00	8,000.00	
	722.38			516.00			1,238.38	600.00	1,000.00	
	278.51			-			278.51	500.00	500.00	
	1,650.00			1,350.00			3,000.00	3,000.00	3,120.00	
	175.00			-			175.00	175.00	175.00	
	-			20,000.00			20,000.00	20,000.00	-	
	15,449.30			11,035.20			26,484.50	50,000.00	54,294.80	
	7,497.09			5,355.05			12,852.14	10,000.00	7,498.40	
	-			-			-	-	500.00	
	-			-			-	-	25,000.00	

Revenues

On-Roll Assessments	$	424,595.96	$	6,020.50	$  430,616.46	$ 430,616.46	$  521,668.55	
Off-Roll Assessments	211,135.20	-	211,135.20	211,135.21	257,592.82	
Developer Contributions	-	-	-	500.00	-	
Other Income & Other Financing Sources	138.30	-	138.30	-	-	
Carryforward Cash	29,166.67	20,833.33	50,000.00	50,000.00	87,250.00	
Net Revenues				

General & Administrative Expenses															
Supervisor Fees
Public Officials' Liability Insurance															
Trustee Services Management  Field Management Engineering Disclosure
District Counsel Assessment Administration Reamortization Schedules Audit
Arbitrage
Tax Preparation Travel and Per Diem Telephone
Postage & Shipping Legal Advertising Miscellaneous Office Supplies
Web Site Maintenance Dues, Licenses, and Fees Maintenance Staff
Lifestyle & Maintenance Staff														

*	
Resident Services IT Services
Holiday Decorations										

				*	
Total General & Administrative Expenses	$	88,474.55		$	83,245.50		$	171,720.05		$ 222,995.00		$	228,034.95		

Laurel Road CDD
FY 2026 Proposed O&M Budget

	Actual Through 4/30/2025		Anticipated 5/2025 - 9/2025		FY 2025
Anticipated Total		FY 2025
Adopted Budget		FY 2026
Proposed Budget	
Field Expenses (Inside the Gate; SF)										
Electric	$	90.23		$	64.45		$	154.68		$	7,500.00		$	7,500.00	
Gas	629.28		449.50		1,078.78		-		1,400.00	
Water Reclaimed	473.16		337.95		811.11		3,750.00		3,750.00	
Wetland Mitigation	6,700.00		4,785.70		11,485.70		5,000.00		9,000.00	
Equipment Rental	-		1,041.65		1,041.65		2,500.00		1,125.00	
General Insurance	2,481.75		-		2,481.75		2,745.00		2,854.00	
Property & Casualty Insurance	17,618.25		-		17,618.25		-		15,195.75	
Irrigation - Repair and Maintenance	3,120.00		2,228.55		5,348.55		15,000.00		18,720.00	
Lake Maintenance	10,578.75		7,556.25		18,135.00		15,705.00		18,000.00	
Landscaping Maintenance & Material	40,709.51		29,078.20		69,787.71		80,000.00		106,332.03	
Landscape Improvements	-		6,250.00		6,250.00		15,000.00		15,000.00	
Fertilizer / Pesticides	9,600.00		6,857.15		16,457.15		-		12,960.00	
Contingency	10,020.00		7,157.15		17,177.15		10,000.00		20,000.00	
Gate Maintenance	-		2,083.35		2,083.35		5,000.00		3,500.00	
Mulch	-		-		-		-		5,000.00	
Storm Cleanup	-		-		-		-		7,500.00	
Storm Landscape Replacement	-		-		-		-		11,250.00	
Capital Expenditures	4,148.76		2,963.40		7,112.16		7,500.00		7,500.00	
Street Sweeping	4,987.50		3,562.50		8,550.00		12,000.00		12,000.00	
Lighting	-		83.35		83.35		200.00		750.00	
Streetlights - Leasing	15,051.70		10,751.20		25,802.90		30,240.00		30,240.00	
Bike Share Maintenance	-		1,041.65		-		2,500.00		2,500.00	
Security Monitoring	-		-		-		-		30,000.00	
Golf Cart Maintenance	-		-		-		-		1,125.00	
Dog Waste Stations	-		-		-		-		2,808.00	
Mailbox Maintenance	-		-		-		-		200.00	
Total Field Expenses (Inside the Gate;	$	126,208.88		$	86,292.00		$  211,459.23		$ 214,640.00		$  346,209.78	
Only SF)										
Field Expenses (Outside the Gate; MF)										
Electric	$	30.08		$	21.50		$	51.58		$	2,500.00		$	2,500.00	
Water Reclaimed	157.72		112.65		270.37		1,250.00		1,250.00	
Equipment Rental	-		-		-		-		375.00	
General Insurance	827.25		-		827.25		915.00		951.34	
Property & Casualty Insurance	5,872.75		-		5,872.75		-		5,065.25	
Irrigation - Repair and Maintenance	1,040.00		742.85		1,782.85		5,000.00		6,240.00	
Lake Maintenance	3,526.25		2,518.75		6,045.00		5,235.00		6,000.00	
Landscaping Maintenance & Material	13,569.84		9,692.75		23,262.59		26,666.67		35,444.01	
Landscape Improvements	-		2,083.35		2,083.35		5,000.00		5,000.00	
Fertilizer / Pesticides	3,200.00		2,285.70		5,485.70		-		4,320.00	
Storm Cleanup	-		-		-		-		2,500.00	
Storm Landscape Replacement	-		-		-		-		3,750.00	
Capital Expenditures	1,382.92		987.80		2,370.72		2,500.00		2,500.00	
Lighting	-		-		-		-		250.00	
Streetlights - Leasing	5,017.23		3,583.75		8,600.98		10,080.00		10,080.00	
Golf Cart Maintenance	-		-		-		-		375.00	
Total Field Expenses (Outside the Gate;	$	34,624.03		$	22,029.10		$	56,653.13		$  59,146.67		$	86,600.59	
SF & MF)										

Laurel Road CDD
FY 2026 Proposed O&M Budget

	Actual Through 4/30/2025	Anticipated 5/2025 - 9/2025	FY 2025
Anticipated Total	FY 2025
Adopted Budget	FY 2026
Proposed Budget	
Vistera - Amenity						
Clubhouse Electric	$	2,629.84	$	1,878.45	$	4,508.29	$	10,000.00	$	10,000.00	
Clubhouse Water	4,501.48	3,215.35	7,716.83	15,000.00	15,000.00	
Amenity - Telephone	1,027.33	733.80	1,761.13	8,760.00	8,760.00	
Amenity - Cable TV / Internet / Wi-Fi	1,122.55	801.80	1,924.35	13,000.00	13,000.00	
Amenity - Landscape Maintenance	6,590.82	4,707.75	11,298.57	20,000.00	20,000.00	
Amenity - Irrigation Repairs	480.00	342.85	822.85	10,000.00	10,000.00	
Amenity - Pool Maintenance	3,104.00	7,760.00	10,864.00	21,285.00	18,624.00	
Amenity - Pool Equipment	-	416.65	416.65	1,000.00	1,000.00	
Amenity - Cleaning	6,729.98	4,807.15	11,537.13	15,000.00	40,000.00	
Amenity - Pest Control	-	1,041.65	1,041.65	2,500.00	6,000.00	
Amenity - Fitness Equipment Leasing	17,170.58	12,325.85	29,496.43	29,000.00	30,182.04	
Amenity - Fire/Security Monitoring	1,500.00	1,071.45	2,571.45	10,400.00	6,100.00	
Amenity - Office Equipment Leasing	1,595.72	1,139.80	2,735.52	12,000.00	5,000.00	
Amenity - Capital Outlay	8,975.08	6,410.75	15,385.83	25,000.00	7,500.00	
Amenity - Miscellaneous	1,020.98	729.25	1,750.23	1,025.00	2,500.00	
Amenity - A/C Maintenance and Equipment	-	625.00	625.00	1,500.00	1,500.00	
Amenity - Access Control Maintenance	-	-	-	-	1,500.00	
Amenity - Operations	-	-	-	-	8,000.00	
Amenity - Fireplaces and Barbecue	-	-	-	-	1,000.00	
Total Vistera - Amenity Expenses	$	56,448.36		$	48,007.55		$	104,455.91		$ 195,470.00		$	205,666.04	

Total Expenses	
 $	305,755.82 	
 $  217,545.05 	
 $  487,635.19 	
 $ 692,251.67 	
 $  866,511.37 	
Other Revenues (Expenses) & Gains (Losses)						
Interest Income	$	14,641.44	$	6,048.00	$	20,689.44	$	-	$	-	
Total Other Revenues (Expenses) & Gai	$	14,641.44		$	6,048.00		$	20,689.44		$	-		$	-	
Net Income (Loss)	$	373,921.75		$	(184,643.22)		$	224,944.21		$	-		$	-	

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Revenues

On-Roll Assessments

The District can levy a Non-Ad Valorem assessment on all the assessable property within the District in order to pay for the operating expenditures during the Fiscal Year. Assessments collected via the tax collector are referred to as “On-Roll Assessments.”

Off-Roll Assessments
The District can levy a Non-Ad Valorem assessment on all the assessable property within the District in order to pay for the operating expenditures during the Fiscal Year. Assessments collected through direct billing are referred to as “Off-Roll Assessments.”

Carryforward Cash
Unused income from a prior year which is available as cash for the current year.

General & Administrative Expenses

Supervisor Fees

Chapter 190 of the Florida Statutes allows for a member of the Board of Supervisors to be compensated for meeting attendance and to receive up to $200.00 per meeting plus payroll taxes. The amount for the Fiscal Year is based upon all supervisors attending the meetings.

Public Officials’ Liability Insurance

Supervisors’ and Officers’ liability insurance.
Trustee Services

The Trustee submits invoices annually for services rendered on bond series. These fees are for maintaining the district trust accounts.

Management

The District receives Management and Administrative services as part of a Management Agreement with PFM Group Consulting, LLC. These services are further outlined in Exhibit “A” of the Management Agreement.

Field Management

The District receives Field Management services as part of a Management Agreement with PFM Group Consulting, LLC. These services are further outlined in Exhibit “A” Section “V” of the Management Agreement.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Engineering

The District’s engineer provides general engineering services to the District. Among these services are attendance at and preparation for monthly board meetings, review of invoices, and all other engineering services as requested by the district throughout the year.

Disclosure

When bonds are issued for the District, the Bond Indenture requires continuing disclosure, which the District Management team provides to the trustee and bond holders.

District Counsel

The District’s legal counsel provides general legal services to the District. Among these services are attendance at and preparation for monthly board meetings, review of operating and maintenance contracts, and all other legal services as requested by the District throughout the year.

Assessment Administration

The District can levy a Non-Ad Valorem assessment on all the assessable property within the District in order to pay for the operating expenditures during the Fiscal Year. It is typically collected via the Tax Collector. The District Manager submits an Assessment Roll to the Tax Collector annually by the deadline set by the Tax Collector or Property Appraiser.

Reamortization Schedules

When debt is paid on a bond series, a new amortization schedule must be recalculated. This can occur up to four times per year per bond issue.

Audit

Chapter 218 of the Florida Statutes requires a District to conduct an annual financial audit by an Independent Certified Public Accounting firm. Some exceptions apply.

Arbitrage
Annual computations are necessary to calculate arbitrage rebate liability to ensure the District's compliance with all tax regulations.

Tax Preparation
Annual fee to file Forms 1099 and 1096 with the Internal Revenue Service.

Travel and Per Diem

Travel to and from meetings as related to the District.
Telephone

Telephone and fax machine services as related to the District.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Postage & Shipping

Mail, overnight deliveries, correspondence, etc.

Legal Advertising

The District will incur expenditures related to legal advertising. The items for which the District will advertise include, but are not limited to, monthly meetings, special meetings, and public hearings for the District.

Miscellaneous

Other general & administrative expenses incurred throughout the year.

Office Supplies

General office supplies associated with the District.

Web Site Maintenance

The cost of hiring a third party vendor to manage the District's website and for the annual domain and URL registration renewals.

Dues, Licenses and Fees

The District is required to pay an annual fee to the Department of Economic Opportunity.

Lifestyle & Maintenance Staff

The cost of hiring a third party contractor to operate the Amenity Center and manage Resident programming.
Resident Services

The cost to provide events and supplies for those events to the residents within the District.

IT Services
The cost of Information Technology services as needed within the District.

Holiday Decorations
The cost of decorations within the District for the holidays.

Field Expenses

Electric

The District pays for the electricity related to District-serviced fixtures.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Gas
The District pays for gas charges related to District-serviced fixtures.
Water Reclaimed

Water used for irrigation

Wetland Mitigation
The costs associated with actions taken to offset the impacts of unavoidable wetland losses.

Equipment Rental

Covers the costs of periodic equipment rentals to assist the maintenance staff in its duties of maintaining certain common facilities.

General Insurance
Insurance purchased to cover the general liability of the District.

Property & Casualty Insurance
Insurance purchased to protect property and cover casualty.

Irrigation - Repair and Maintenance
Inspection, repair, and maintenance of irrigation systems throughout the District.

Lake Maintenance

Maintenance of lakes owned by the District.
Landscaping Maintenance & Material

Contracted landscaping and Common Area Maintenance within the boundaries of the District.

Landscape Improvements

Improvements in landscape above and beyond what is already contracted for property owned by District.

Fertilizer / Pesticides
Costs associated with purchasing fertilizers and pesticides used in agriculture or other applications.

Contingency
Other field expenses incurred throughout the year.

Gate Maintenance

Costs associated with keeping District gates in good working order.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Storm Cleanup
Costs associated with recovering from a storm event.
Storm Landscape Replacement

Costs associated with replacing District landscaping when damaged by a storm.

Capital Expenditures
Costs associated with acquiring or upgrading the District’s long-term assets, such as property, plant, and equipment (PP&E).

Street Sweeping

Covers the costs of periodic sweeping of District streets to improve aesthetics and to mitigate roadway dirt and debris from being washed into the District’s stormwater system and ponds.

Lighting
Streetlighting expenses within the District.

Streetlights – Leasing

Costs associated with streetlight poles which are leased from the utility company.
Bike Share Maintenance

Costs associated with operating and maintaining the District’s bike share program which will initially include 25 bikes.

Security Monitoring
Costs associated with ongoing observation and analysis of network and system activity to detect and respond to potential security threats within the District.

Golf Cart Maintenance

Costs associated with routine maintenance, battery-related expenses, and unexpected repairs to the District’s golf cart.

Dog Waste Stations
Costs associated with purchasing, installing, and maintaining dog waste stations, as well as the cost of bags, liners, and cleaning materials..

Mailbox Maintenance
Costs associated with keeping mailboxes in good working order and appearance.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Vistera – Amenity

Clubhouse Electric

The District pays for the electricity related to Amenity-serviced fixtures.

Clubhouse Water

The District pays for the water service related to Amenity-serviced fixtures.
Amenity - Telephone

Telephone and fax machine services as related to the District’s Amenity.

Amenity – Cable TV / Internet / Wi-Fi
Cable TV, Internet, and wi-fi services as related to the District’s Amenity.

Amenity – Landscape Maintenance

Contracted landscaping and Common Area Maintenance within the boundaries of the District’s Amenity.
Amenity – Irrigation Repairs
Inspection and repair of irrigation system within the boundaries of the District’s Amenity.

Amenity – Pool Maintenance
Cost of cleaning and maintaining the Amenity swimming pool.
Amenity – Pool Equipment

Cost of repairing or replacing any Amenity swimming pool equipment.

Amenity – Cleaning
Cost of cleaning the exterior and interior of the Amenity building.

Amenity – Pest Control

Cost of pest control services for the Amenity building.
Amenity – Fitness Equipment Leasing
Cost of leasing fitness equipment for the Amenity building.

Amenity – Fire/Security Monitoring
Cost of security services for the Amenity building.

Laurel Road CDD Budget Item Descriptions FY 2025 – 2026

Amenity – Office Equipment Leasing
Costs associated with renting or leasing Amenity office equipment, including lease payments, maintenance, and any potential upgrade or replacement costs.

Amenity – Capital Outlay
Costs associated with acquiring or improving Amenity capital assets, such as equipment, buildings, or land

Amenity – Miscellaneous

Costs associated with miscellaneous Amenity expenses incurred throughout the year.
Amenity – A/C Maintenance and Equipment

Costs related to keeping the Amenity air conditioning system running efficiently and reliably.

Amenity – Access Control Maintenance
Cost associated with keeping the Amenity access control system operational.

Amenity – Operations
Cost associated with general Amenity operations as needed.

Amenity – Fireplaces and Barbecue
Costs associated with the Amenity fireplace or barbecue grill, installation costs, materials, and any necessary permits or gas line adjustments.

Other Revenues (Expenses) & Gaines (Losses)

Interest Income

Income from interest earnings.

Laurel Road CDD
Proposed FY 2026 Debt Service Budget

	Series 2021A-1		Series 2021A-2	
REVENUES:				
Special Assessments	$	847,848.75		$	239,531.25	
TOTAL REVENUES	 $	847,848.75 		 $	239,531.25 	

EXPENDITURES:				
Interest 11/01/2025	$	198,721.25		$	79,843.75	
Interest 05/01/2026	198,721.25		79,843.75	
Principal 05/01/2026	255,000.00		-	
TOTAL EXPENDITURES	 $	652,442.50 		 $	159,687.50 	

EXCESS REVENUES	

 $	195,406.25 		

 $	79,843.75 	

Interest 11/01/2026	

$	195,406.25		

$	79,843.75	

Laurel Road CDD
FY 2026 Proposed Assessments

On-Roll - Phase 1

			FY 2026 Gross	FY 2026 DS	FY 2026 Total	FY 2026 Total			
Product	Phase	Units	O&M
Assessment	Gross
Assessment	Gross
Assessment per	Net
Assessment	Gross O&M	Gross DS	

SF 40'	

1	

76		per Unit	
979.73		per Unit	
1,607.54		Unit	
2,587.27		per Unit	
2,444.97	
74,459.48	
122,173.04	
SF 45'	1	67	1,102.20	1,808.50	2,910.70	2,750.61	73,847.40	121,169.50	
SF 50'	1	80	1,224.67	2,009.44	3,234.11	3,056.23	97,973.60	160,755.20	
SF 57'	1	44	1,396.12	2,290.76	3,686.88	3,484.10	61,429.28	100,793.44	
Paired Villas (36' - 39')
Assisted Living	1
1	124
0	918.50
367.40	1,507.08
-	2,425.58
367.40	2,292.17
347.19	113,894.00
-	186,877.92
-	
Total		391				Gross	421,603.76	691,769.10	
						Net	398,415.55	653,721.80	

On-Roll - Phase 1 & 2	

Product

Multi-Family Multi-Family	

Phase

1
2	

Units

335
330	
FY 2026 Gross O&M Assessment
	per Unit	
196.13
196.13	
FY 2026 DS
Gross Assessment
	per Unit	
-
-	
FY 2026 Total Gross Assessment per
	Unit	
196.13
196.13	
FY 2026 Total Net Assessment
	per Unit	
185.34
185.34	
Gross O&M 65,703.55
64,722.90
130,426.45
123,253.00	

Gross DS

-
-
-
-	
						Gross
Net			

Laurel Road CDD
FY 2026 Proposed Assessments

Off-Roll - Phase 2

Product		Phase		Units	FY 2026 Net
	O&M		FY 2026 Net
	DS		FY 2026 Total
	Net	 		Net O&M	Net DS	
SF 40'		2		0	925.85	-	925.85	-	-	
SF 45'		2		0	1,041.58	-	1,041.58	-	-	
SF 50'		2		85	1,157.31	-	1,157.31	98,371.48	-	
SF 57'		2		107	1,319.34	-	1,319.34	141,168.86	-	
Paired Villas (36' - 39')		2		0	867.98	-	867.98	-	-	
Assisted Living		2		52	347.19	-	347.19	18,054.06	-	
				244				257,594.40	-	
							Rounding	(1.58)	-	
								257,592.82	-	
							
Total Net O&M	
779,261.37	
653,721.80	
							Total Net Budget	779,261.37	652,690.00	
							Over / (Under) Collected	-	1,031.80	

Laurel Road Community Development District

Staff Reports

PFM Field Services Contact: Jessica Hamill
Email: Jhamill@triadassocmgmt.com Phone: 352-602-4803

Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(1)	Clubhouse

Created:	Tue, 5/20/2025

(2)	Created:	Tue, 5/20/2025

(3)	Created:	Tue, 5/20/2025

(4)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(5)	Created:	Tue, 5/20/2025

(6)	Created:	Tue, 5/20/2025

(7)	Created:	Tue, 5/20/2025

(8)	Drains Are Cleared And Functioning
Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(9)	Created:	Tue, 5/20/2025

(10)	Next To Fire Pit- Clubhouse Created:	Tue, 5/20/2025 Missing tree

(11)	Created:	Tue, 5/20/2025

(12)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(13)	Created:	Tue, 5/20/2025

(14)	Created:	Tue, 5/20/2025

(15)	Created:	Tue, 5/20/2025

(16)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(17)

Pool Landscape Created:	Tue, 5/20/2025 Looks good

(18)	Pool Landscape
Created:	Tue, 5/20/2025 Looks good

(19)	Created:	Tue, 5/20/2025

(20)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(21)	Created:	Tue, 5/20/2025

(22)	Behind Pool Area
Created:	Tue, 5/20/2025 Rut in landscape swale

(23)	Pool
Created:	Tue, 5/20/2025 pool deck needs to be cleaned

(24)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(25)

Palm Pruning - Pool Area
Created:	Tue, 5/20/2025

(26)	Created:	Tue, 5/20/2025

(27)	Created:	Tue, 5/20/2025

(28)	Sydney Order FACP Sign For Mechanical Room
Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(29)

Yellow Post Installed Behind Master Gas Shut Off
Created:	Tue, 5/20/2025

(30)	Front Of Clubhouse
Created:	Tue, 5/20/2025
Burry drip lines throughout property

(31)	Created:	Tue, 5/20/2025

(32)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(33)	Created:	Tue, 5/20/2025

(34)	Created:	Tue, 5/20/2025

(35)	Accent Wall In Front Of Clubhouse Entrance
Created:	Tue, 5/20/2025 Needs to be pressure washed

(36)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(37)	Created:	Tue, 5/20/2025

(38)	Created:	Tue, 5/20/2025

(39)	Accent Wall By Main Road
Created:	Tue, 5/20/2025

(40)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(41)	Created:	Tue, 5/20/2025

(42)	Created:	Tue, 5/20/2025

(43)	Impact To Check Irrigation In Front Of Clubhouse
Created:	Tue, 5/20/2025

(44)	In Front Of Clubhouse
Created:	Tue, 5/20/2025
Irrigation working? Adjust drip line to see if that helps

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(45)	Created:	Tue, 5/20/2025

(46)	Created:	Tue, 5/20/2025

(47)	Accent Framing Clubhouse
Created:	Tue, 5/20/2025
Is this supposed to look like this?

(48)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(49)	Created:	Tue, 5/20/2025

(50)	Created:	Tue, 5/20/2025

(51)	Created:	Tue, 5/20/2025

(52)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(53)	Created:	Tue, 5/20/2025

(54)	Created:	Tue, 5/20/2025

(55)	Two Light Poles Staying On Ponterra
Created:	Tue, 5/20/2025

(56)	Back Gate Entry
Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(57)	Created:	Tue, 5/20/2025

(58)	Created:	Tue, 5/20/2025

(59)	Created:	Tue, 5/20/2025

(60)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(61)	Created:	Tue, 5/20/2025

(62)	Created:	Tue, 5/20/2025

(63)	Created:	Tue, 5/20/2025

(64)	Street Light Staying On
Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(65)

2 Street Light On Corner Of Corsera Is Staying On
Created:	Tue, 5/20/2025

(66)	Created:	Tue, 5/20/2025

(67)	Main Gate Entrance
Created:	Tue, 5/20/2025

(68)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(69)	Created:	Tue, 5/20/2025

(70)	Created:	Tue, 5/20/2025

(71)	Created:	Tue, 5/20/2025

(72)	Created:	Tue, 5/20/2025

Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

(73)	Created:	Tue, 5/20/2025

(74)	Created:	Tue, 5/20/2025

(75)	Created:	Tue, 5/20/2025

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Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
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Top Of Hill- Front Entrance Island
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Steaks?? Dead sod needs to be replaced

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Title:	Report: 5/20/2025 14:18	Group:	Laurel Road CDD	Created:	Tue, 5/20/2025	No. Items:	84 (1
- 84)

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Monthly Summary Report
May 2025
Submitted by:
Sydney Pollock, Lifestyle Director
Alex Murphy, Senior Regional Director, Lifestyle & Residential

LIFESTYLE PROGRAMS AND EVENTS

	Cinco de Mayo Tacos & Tequila 	Mother’s Day Brunch

	Trivia Night
	Bike Fun & Safety Day	Pack Walk & Yappy Hour

Homeowner and Under Contract events.
C.d.M Tacos & Tequila - catered taco bar from 3 Pepper Burrito Co., had margaritas, a photo backdrop, and pinata
 Mother’s Day Brunch - Continental brunch for moms and their families. All ages welcome.

Provided mom-osas and a floral bouquet coloring craft for kids.

Homeowner and Under Contract events.
  Trivia Night - led by Trivial Ventures LLC, general knowledge trivia held in the Game Room.
 Bike Fun & Safety Day - hosted representatives from Bicycles International and the Legacy Trail to do Bike Safety checks, talk trail etiquette, and host a bike obstacle course.

Rescheduled from April Rain Date. BYOB event, for outside dog, resident, and U/C socialization.

EVENT HIGHLIGHTS

Cinco de Mayo Tacos & Tequila:	Mother’s Day Brunch:
About 40 residents and under contract	25 resident and under contract attendees. attendees enjoyed a taco bar, margaritas, a	Provided a continental brunch of pastries, festive photo booth, and pinatas.	mom-osas, coffee, orange juice, fruit, and
yogurt. Also hosted a floral bouquet coloring craft.

Trivia Night:
Hosted by Steve LaBracke from Trivial Ventures LLC in the Game Room. 5 attendees for general knowledge trivia.

EVENT HIGHLIGHTS CONTINUED

Bike Fun & Safety Day:
Hosted representatives from Bicycles International and the Legacy Trail to do Bike Safety checks, talk trail etiquette, and host a bike obstacle course. 3 resident attendees.

Pack Walk & Yappy Hour: BYOB. For pup and human socialization. For dogs: offered pup cups, dog treats, and water. For humans: sodas, peanut butter pretzels, and waters. 7 human attendees and 2 dogs.

FACILITY UTILIZATION
This report has been generated using Proptia and provides insight into credential scan activity, including the time of each scan, the individual who scanned in, and the corresponding location. The data below offers our best estimate of visitor counts; however, please note that it may not be fully accurate. For instance, if a single

OVERALL UTILIZATION
Total Scans
Average visits per weekday Average visits per weekend TOTAL VISITS PER DAY
Monday
Tuesday

Wednesday

Thursday Friday Saturday
Sunday

individual scans into the pool eight times within four hours, we have counted them as one visitor rather than eight. We have tried our best to minimize duplicate counts. Additionally, the system does not capture instances where one person uses their credential to allow access for a group. Employee, builder, and vendor scans have been removed from counts.

Seeing increased tours of the Amenities from realtors and Sales Associates.

	Sydney scheduled to collab with Marketing for onsite Builder/Marketing Meeting on June 4th
	All events for forseeable future will include Under Contract, in an effort to convert more deals to closed.
 Will upgrade several larger Under Contract events to Prospect events.
	Fixed all of the pool gates at the end of May to unlock upon scanning of the Proptia app

Variance in utilization:
Pool gates were fixed as of May 12th. An increased number of scans was seen towards the end of the month, likely due to more accurate app capture now that the gates are fixed and not unlocked.

FACILITY OPERATIONS & MAINTENANCE

ITEM	STATUS	CONCLUSION

Drainage

Street Signs

SafeTouch

Fitness Equipment Preventative Maintenance

Keuring Plumbed to Waterline

A/C Operations

Flooding in Game Room Storage Closet

FACILITY OPERATIONS & MAINTENANCE

ITEM	STATUS	CONCLUSION	

General Maintenance			

Pool Shower			

Pest Control			

Re-Keying of Building			

Lighting Installation at Club			

Vehicular Gates			

CUSTOMER SERVICE & STAFFING
Below is a summary highlighting positive employee-resident interactions within the Vistera of Venice community, with a focus on meaningful engagement and its impact on resident satisfaction and community atmosphere.

POSITIVE (+) OR NEGATIVE (-)

COMMENT

ACTION TAKEN

Positive	New Homeowner Orientations

Completed 2 new resident orientations delivered 7 new homeowner gifts. Provided an ability for LD to connect with new homeowners, and resolve amenity access issues, introduce CDD/Developer/HOA, and discuss events.

Positive	Event Feedback

Cinco de Mayo Tacos & Tequila - residents praised the community for offering the event, providing strawberry and tequila margarita options, and said the tacos were delicious

Trivia Night - resident attendees really enjoyed the event, and would like to see more residents attend in the future.

FORECAST
Please see descriptions below of upcoming Lifestyle Events in June. All events for the remainder of the year will include Under Contract buyers, to drive closings. Action items are aimed to increase Amenity operating efficiency and overall resident satisfaction.

DESCRIPTION OF UPCOMING PROGRAM OR EVENT	DATE(S)	STATUS	
Hurricane Preparedness Class			
Design with Wine			
Father’s Day Cornhole Tournamnet			

Summer Kickoff Party			

Live! On the Logga			

CURRENT ACTION ITEMS	WHO WILL DO THIS?	DUE DATE	

Bike Share Program Implentation			

Increasing Frequency of New Homeowner Orientations			

THANK YOU.