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’ Rescheduled Meeting of the Laurel Road Community Development District scheduled to be held Thursday, July 17, 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 June 11, 2025, Board of Supervisors’ Meeting
Impact Proposal for Berm Rehab
PFM Financial Advisors Engagement Letter for Amortization Services
Payment Authorization Nos. 100 – 103
Funding Request Nos. 188 - 189
District Financial Statements (provided under separate cover)
Other Business Staff Reports
District Counsel
District Engineer
District Manager
Field Manager
Lifestyle Director
Supervisor Requests and Comments Adjournment

Laurel Road Community Development District

Consent Agenda

Laurel Road Community Development District

Minutes of the June 11, 2025, Board of Supervisors’ Meeting

MINUTES OF MEETING

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS MEETING
Wednesday, June 11, 2025, at 12:30 p.m. 5800 Lakewood Ranch Blvd,
Sarasota, FL 34240

Board Members present:			
Pete Williams	Chairperson		
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		
Bobbi Claybrooke	AM Engineering, LLC – District Engineer	(via phone)	

FIRST ORDER OF BUSINESS		Administrative Matters Roll Call
The Board of Supervisors’ Meeting for Laurel Road CDD was called to order at 12:36 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 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

The Board reviewed the consent agenda items.

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

SECOND ORDER OF BUSINESS	Other Business	
		Staff Reports	
District Counsel –	No report.		
District Engineer –	No report.		

District Manager – Ms. Carvalho reminded the Board that the next meeting is July 9, 2025. Ms. Carvalho reminded the Board that the O&M assessment notice will be sent out prior to the Public Hearing in August.

Mr. Jackson reminded the Board of their Form 1 due July 1, 2025, and the annual Ethics Training due in December.

There was brief discussion regarding the training and form. Ms. Carvalho gave an overview of the due dates.

Mr. Jackson will send out the links for the Ethics Training to the Board.

Field Manager -	The report was included in the agenda packet for the Board.

Audience	Comments	and	Supervisor Requests

There were no further comments or requests at this time.

THIRD ORDER OF BUSINESS	Adjournment

Ms. Carvalho called for a motion.

ON MOTION by Mr. Blakley, seconded by Mr. Williams, with all in favor, the Board of Supervisors’ Meeting for the Laurel Road Community Development District adjourned the meeting at 12:43 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chair

Laurel Road Community Development District

Impact Proposal for Berm Rehab

Impact Landscaping & Irrigation	
311 Sarasoat Center Blvd	

Vistera - O&M

Sarasota, FL 34240	
PH: 941-488-7700	
PROPOSAL003	
Name Tom P/ Andy R	Pref Vendor & PO	

Address Laurel Road CDD	Sales Rep
	
Community Laurel Road CDD/ Vistera	Date
	
Email	Approved By
	
Phone	Billable to
	
Send To	Budget Limit
	
Job # or Name	Warranty

Irrigation: Open Call	Estimate	Technician for same day install Scope of Work:
Proposal to enhance berrm behind homes on Vistera Blvd and Allora Ave, and also Extend the berm, along with Irrigation and soil to create berm further out to Corserra Dr re mulch entire bed after completion to help retian moisture.

QUANTITY	DESCRIPTION	SIZE	UNIT COST	EXTENDED	
110	#15 Pitch Apple		$	75.00	$	8,250.00	
1	Irrigation Extension for new Plants,		$	375.00	$	375.00	
14	Yards Top Soil/ Fill		$	175.00	$	2,450.00	
45	Cubic Yards Coco Brown		$	65.00	$	2,925.00	
				$	-	
				$	-	
				$	-	
					
				$	-	
				$	-	
				$	-	
				$	-	
				$	-	
				$	-	
				$	-	
ADDITIONAL CHARGES	
10	Labor @ $75 hour		$	75.00	$	750.00	
	Irrigation Labor @ $65 hour		$	65.00	$	-	
	Equipment Rental		$	250.00	$	-	
TOTAL	$	14,750.00	

Accepted	Date
Proposal is good for 30 days.

If a billing statement balance is not paid in full when due, interest will be charged on any unpaid balance that remains past due beginning on the first day it is past due and continuing until paid at the rate of 18% per annum (or the maximum lawful rate if less.) Should Impact Landscaping and Irrigation, LLC employ an attorney to enforce any of the provisions hereof, to protect its interest in any matter arising under this contract, to collect damages for the breach of this contract, the customer(s) jointly and severally agree to pay Impact Landscaping and Irrigation, LLC all reasonable costs, charges, expenses and attorney's fees expended or incurred therein.

Page 1 of 1

Laurel Road Community Development District

PFM Financial Advisors Engagement Letter for Amortization Services

May 14, 2025

Laurel Road Community Development District 12051 Corporate Blvd.
Orlando, FL 32817

Dear Mr. /Ms. Chairman:
As provided for under Exhibit A “Special Services” for Financial Advisory Services between PFM Financial Advisors, LLC (“PFM”) and Laurel Road Community Development District (the “Client”) dated August 12, 2020, PFM has agreed to provide financial advisory for debt issues of the District as set forth below.

200 S Orange Ave. Suite 760
Orlando, FL 32801
407.648.2208

pfm.com

SCOPE OF SERVICES

PFM will prepare amortization schedules for debt issues of Laurel Road Community Development District based on the following:

Client to provide the amount of any prepayments to be applied to its outstanding debt issues and the date on which the prepayment will be effective.
Client or bond Trustee to confirm outstanding balance of each debt issue.

COMPENSATION FOR SERVICES

Bond Size Call Amount	Fee per Amortization Schedule	
$25,000 or less	$125	
$25,001 - $100,000	$250	
$100,001 or greater	$500	

Subject to the receipt and access to information we deem necessary, in our sole discretion, to complete the tasks outlined above, PFM anticipates being able to complete the scope of work within two business days of Client authorizing us to proceed. Requests for multiple schedules may require more time.

Laurel Road Community Development District
May 14, 2025
Page 2

Provided the terms are acceptable, please have an authorized official of the Client sign and return a copy of this letter to us to acknowledge acceptance of the terms of this engagement.

Sincerely,

_________________

PFM FINANCIAL ADVISORS LLC

Managing Director

Accepted by:

(Signature)

(Print Name)

(Date)

Laurel Road Community Development District

Payment Authorization Nos. 100 – 103

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT
Payment Authorizations Nos. 100 - 103

PA #	Description	Amount	Total	
				
100	Alsco Uniforms	$	47.32		
				
	Daystar Exterior Cleaning	$	1,530.00		
				
	Dex Imaging	$	59.02		
				
	GSD Florida	$	360.00		
				
	Verizon Business	$	101.12		
				
	Vogler Ashton	$	97.00		
				
	WTS International	$	791.06		
				
			$2,985.52	
				
101	Alsco Uniforms	$	47.32		
				
	City of Venice	$	4,777.43		
		$	178.93		
		$	917.70		
				
	Comcast Business	$	196.70		
				
	FitRev	$	250.00		
				
	FPL	$	27.23		
		$	1,090.85		
		$	28.76		
		$	29.30		
				
	Supervisor Fees	$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
				
	WTS International	$	1,087.46		
				
			$9,631.68	
				
102	Alsco Uniforms	$	47.32		
				
	City of Venice	$	1,083.57		
		$	3.80		
		$	10.12		
		$	121.42		
		$	7.04		
		$	80.51		
		$	353.32		
		$	111.89		
		$	1.98		
				
	Comcast Business	$	2,343.41		
				
	Great America Financial Services	$	369.16		
				
	Impact Landscaping & Irrigation	$	1,262.50		
				
	Joshua Price Music	$	375.00		
				
	Navitas Credit Corp	$	2,465.17		
				
	PFM Group Consulting	$	20.00		
				
	TECO	$	45.49		
				
	WTS International	$	1,087.46		
				
			$9,789.16	
				
103	Advanced Aquatic Services	$	1,815.00		
				
	Alsco Uniforms	$	47.32		
				
	Clean Sweep Parking Lot Maintenance	$	950.00		
				
	Doody Free 941	$	234.00		
				
	Florida Natural Gas	$	8.64		
				
	FPL	$	3,159.42		
				
	Gannett Florida LocaliQ	$	156.00		
				
	Geiger	$	980.09		
				
	Impact Landscaping & Irrigation	$	15,334.67		
		$	3,535.41		
				
	Jan-Pro of Manasota	$	1,895.00		
				
	NaturZone	$	210.00		
				
	PFM Group Consulting	$	10.79		
				
	S&G Pools	$	1,552.00		
				
	TieTechnology	$	73.38		
				
	Tyree Brown	$	500.00		
				
	Valley	$	1,344.52		
				
	VGlobalTech	$	300.00		
				
	WTS International	$	2,177.50		
		$	49.98		
				
			$34,333.72	
				
		Total	$56,740.08	

Laurel Road Community Development District

Funding Request Nos. 188 – 189

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT

Funding Requests Nos. 188 - 189

FR #	Description	Amount	Total	
				
188	Kimley-Horn and Associates	$	14,500.00		
				
			$14,500.00	
				
189	Booth Design Group	$	239.70		
				
			$239.70	
				
		Total	$14,739.70	

.

Laurel Road Community Development District

District Financial Statements

(provided under separate cover)

Laurel Road Community Development District

Staff Reports

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

LIFESTYLE PROGRAMS AND EVENTS

1. Hurricane Preparedness	2. Design with Wine

3. Father’s Day Cornhole Tournament

	

Homeowner and Under Contract event.
 Class led by City of Venice CRS Coordinator, Christina Rimes.

 Discussed ways residents can prepare themselves and their homes ahead of hurricane season.

Homeowner and Under Contract event.
  Self-led crafting event.
Attendees were asked to bring their printed photos, to make DIY photo coasters on tile.

Homeowner and Under Contract event.
 Attendees squared off for prizes and bragging rights during our cornhole tournament. New boards were branded with Vistera logos and colors.

LIFESTYLE PROGRAMS AND EVENTS
4. Summer Kick-Off Party	5. Live! On the Loggia

Homeowner, Under Contract, and Prospect Event
  Pool party that boasted a DJ, snow cones, grilled hot dogs, and various poolside games.

  Marketing collaborated with Lifestyle for the event, and provided Summer Kick-Off beach balls and a raffle item.

Homeowner and Under Contract event.
		Live music poolside on the Loggia Patio by singer and acoustic guitarist, Joshua Price.
  BYOB event.

EVENT HIGHLIGHTS

Hurricane Preparedness Class:
5 residents enjoyed light bites and a talk from Christina Rimes, CRS Coordinator for the City of Venice of how to prepare themselves and homes for Hurricane Season. Attendance was impacted by very heavy storms that evening.

Design with Wine:
5 resident attendees. Residents loved the event, and enjoyed getting to know their fellow neighbors. Dana Dell’Armi noted “I love that I can gift these to my dad for Father’s Day!”

Father’s Day Cornhole Tournament:
8 resident attendees enjoyed cornhole a tournament. 3 residents squared off head to head to compete for prizes. Prizes awarded included a $50 Barbershop gift card, and 2,
$40 Dockside restaurant gift cards. Residents noted that they would like to see more residents attend events.

EVENT HIGHLIGHTS CONTINUED

Summer Kick-Off Party:
50 resident, Under Contract, and Prospect attendees. Event was the topic of discussion during Vistera’s Realtor tour on 6/19. Attendees really loved the event, and thought the 3 hours flew by. Highlights included a Watermelon Eating Competition, Canon Ball Competition, Best Belly Flop, Tug of War, and a Water Balloon Fight. Two resident volunteers helped to grill hot dogs for all to enjoy.

Live! On the Loggia:
BYOB. 20 attendees both at the pool and on the Loggia Patio. Singer Joshua Price commented that the “Community was beautiful, and as a Venice native, it was so great to connect with his neighbors.” Residents enjoyed that they could bring wine and that event was really pleasant on a Sunday afternoon.

FACILITY UTILIZATION
This report has been generated using Proptia and provides insight into approximate credential scan activity. 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 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 all counts, except total scans.

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

Wednesday

Thursday Friday Saturday
Sunday

Seeing decreased traffic and walk-in tours of the Amenities from realtors and Sales Associates.

	Sydney collaborated with NLN Marketing for on site Realtor Tour on 6/19.
 20 realtor attendees, many of whom took photos and videos of the Clubhouse to post on social media.

	Proptia Usage
  112 users registered as of 6/30/25

Variance in utilization:
	Saturday data is skewed high, as the prospect event: Summer Kick-Off Party, was held on Saturday, June 21.
	3 Proptia scanners are out as of 6/30/25

FACILITY OPERATIONS & MAINTENANCE

ITEM	STATUS	CONCLUSION	

Drainage

Street Signs

SafeTouch: Proptia Scanners

SafeTouch: Vehicular Gates

SafeTouch and Harvey David Electric: Yoga Lawn Speakers

SafeTouch: TVs	

FACILITY OPERATIONS & MAINTENANCE

ITEM	STATUS	CONCLUSION	

SafeTouch: Camera			

Pool Shower			

Pest Control			

Pool Jets			

Upholstery and Drapery			

FACILITY OPERATIONS & MAINTENANCE
ITEM	STATUS	CONCLUSION

A/C Operations - Club Lounge

AC Operations - Game Room

Signage

Installation of Fencing

Maintenance of Berm Behind Vistera Blvd

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			

Neutral			

Positive			

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)	DETAILS	

Fourth of July Bike Parade & Picnic			

Sip & Chalk			

Behind the Book With Author Teresa Michael			

Bagels & Bingo			

Live! On the Logga			

CURRENT ACTION ITEMS	WHO WILL DO THIS?	DUE DATE	

Bike Share Program Implentation			

Sourcing of Amenity Maintenance Specialist Candidate			

THANK YOU.