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 of the Laurel Road Community Development District scheduled to be held Wednesday, October 8, 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]

1.

Consent Agenda

1.
2.
3.
4.
5.
6.

Minutes of September 10, 2025, Board of Supervisors’ Meeting
Addendum to Landscape Maintenance Agreement with Impact Landscaping Maddtraxx Proposal for Sidewalk Cleanup

PFM District Management Fee Decrease Letter Payment Authorization Nos. 112 – 114
District Financial Statements

Business Matters

2.

Consideration of HVAC Preventative Maintenance Proposals
Conditioned Plumbing




Superior Heating & Cooling Tri-County Air

3.
4.

Consideration of Driggers Proposal for Phase 2 Engineering & Inspection Consideration of AM Engineering Change Order Nos. 1 & 2

Other Business
Staff Reports
District Counsel




District Engineer District Manager
Next meeting: November 12, 2025
Field Manager Lifestyle Director




Supervisor Requests and Comments

Adjournment

Laurel Road Community Development District

Consent Agenda

Laurel Road Community Development District

Minutes of September 10, 2025,
Board of Supervisors’ Meeting

MINUTES OF MEETING

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS’ MEETING
Wednesday, September 10, 2025, at 12:30 p.m. 5800 Lakewood Ranch Blvd,
Sarasota, FL 34240

Board Members present: Pete Williams Janice Snow John Blakley Dale Weidemiller
John Leinaweaver

Chairperson
Vice Chairperson Assistant Secretary Assistant Secretary Assistant Secretary

Also present:
Vivian Carvalho Amanda Lane Kwame Jackson Tom Panaseny John McKay Andy Richardson Sydney Pollock Bobbi Claybrooke

PFM Group Consulting LLC – District Manager PFM Group Consulting LLC – District Accountant PFM Group Consulting LLC – ADM
Neal Communities – Developer
J.H. McKay, LLC – Consultant
Neal Land & Neighborhoods – Developer WTS – Lifestyle Director
AM Engineering – District Engineer

(via phone) (via phone) (via phone)

(via phone)

FIRST ORDER OF BUSINESS

Administrative Matters

Roll Call

The Board of Supervisors’ Meeting for Laurel Road CDD was called to order at 12:32 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
1.  Minutes of August 13, 2025,

Board

of

Supervisors’

Rescheduled Meeting
2.  Grau	&	Associates	Auditor

1 | P age 

Engagement Letter
Payment Authorization
Nos. 107-111
Funding Request Nos. 192
District Financial Statements

The Board reviewed the consent agenda items.

SECOND ORDER OF BUSINESS

Business Matters

Review and Consideration of Forsberg

Proposal

for

Aria

Lift

Station

Modifications

Ms. Claybrooke gave an overview of the proposal. These changes are required now that the district has reached the threshold of units. It was noted that this proposal includes a diesel backup pump.

Mr. Panaseny noted this will be the last required upgrade to the lift associated with Phase 1.

There was a brief discussion regarding the budget related to these improvements. It was noted these lift station upgrades were anticipated in the budget.

Appointment of Committee to Evaluate the Construction Bids for the Laurel Road Widening Project

Ms. Claybrooke gave an overview. It was noted the widening plans are complete, and there will be reimbursement from the State and the County for the work. The requirement is to follow the bidding process by having an evaluation committee for the bids. She noted only the prequalified contractors are invited to bid. She recommended having three to five members on the Committee, with Ms. Claybrooke, Mr. Lydon, the Project Manager, and Mr. Russom, from Neil Communities, being included.

2 | P age 

ON MOTION by Mr. Weidemiller, seconded by Mr. Williams, with all in favor, the Board approved the Forsberg Proposal for Aria Lift Station Modifications.

ON MOTION by Mr. Weidemiller, seconded by Mr. Williams, with all in favor, the Board ratified the Consent Agenda items 1 – 5.

THIRD ORDER OF BUSINESS

Other Business

Staff Reports

District Counsel –

No report.

District Engineer –

Ms. Claybrooke gave an overview of the Phase 2 bids. She noted there were six bidders. Demi Construction was the lowest bidder but did not
follow	the	instructions	provided	at	the	pre-bid	meeting.	It	was recommended to move forward with CNM Road Builders.

Mr. Williams noted that Demi Construction has been unresponsive.

District Manager –

Ms. Carvalho noted the Field Services will be transitioned to an onsite representative on October 1. She requested a motion to remove the Field Services information that exists within the PFM contract and move it to the
contract with the Developer.

Ms. Carvalho reviewed the process of choosing the vendor for Field Services. It was noted the Board will ratify once completed.

There was brief discussion regarding the Board’s input regarding the new Field Services vendor.

3 | P age 

ON MOTION by Mr. Weidemiller, seconded by Mr. Williams, with all in favor, the Board approved the Removal of Field Services from the PFM contract and move it to the Developer’s contract, pending final details.

ON MOTION by Mr. Williams, seconded by Mr. Weidemiller, with all in favor, the Board approved the Phase 2 Proposal from CNM Road Builders.

ON MOTION by Mr. Weidemiller, seconded by Mr. Williams, with all in favor, the Board approved the Committee to Evaluate the Construction Bids for the Laurel Road Widening Project, with the recommendations as presented by Ms. Claybrooke.

Ms. Carvalho noted that she will obtain the information from the vendor to be provided at the next Board meeting.

Ms. Carvalho reminded the Board that the next meeting is October 8, 2025, at 12:30 p.m., at the same location.

Field Manager -

The reports were included in the agenda packet for the Board.

Audience	Comments	and	Supervisor Requests

There was a proposed change for landscaping of the common areas from Southern Land Services to Impact Landscaping.

There were no further comments or requests at this time.

FOURTH ORDER OF BUSINESS

Adjournment

Ms. Carvalho called for a motion.

Secretary / Assistant Secretary

Chairperson / Vice Chair

4 | P age 

ON MOTION by Mr. Blakley, seconded by Ms. Snow, with all in favor, the Board of Supervisors’ Meeting for the Laurel Road Community Development District adjourned the meeting at 12:50 p.m.

ON MOTION by Ms. Snow, seconded by Mr. Leinaweaver, with all in favor, the Board ratified the Proposed Change from Southern Land Services to Impact Landscaping for the Common Areas Landscaping.

Laurel Road Community Development District

Addendum to Landscape Maintenance Agreement with Impact Landscaping

Laurel Road Community Development District

Maddtraxx Proposal for Sidewalk Cleanup

PROPOSAL

MaddTraxx LLC
3946 Sasser Rd Zolfo Springs, FL 33890
863-832-4807

Total :

$850.00

Thank you for allowing MaddTraxx to service your land needs! Contact office@maddtraxx.com for any questions or concerns.
Please make check payable to MaddTraxx LLC.

Bid price (as shown) for work described above is $850. Upon execution, it constitutes a binding purchase order.

Signiture of Acceptance

Signiture of Acceptance

TERMS

SCOPE

QUANTITY

RATE

AMOUNT

Use hand crew with shovels and wheelbarrows to remove soil washed onto sidewalk in
(2) locations.

1

$850.00

$850.00

JOB

Vistera Washout / Sidewalk Soil Removal

BILL TO

Laurel Road CDD

DATE

September 10th, 2025

PAYMENT TERMS

NET 30

PO NUMBER

091025SidewalkSoilRemoval

Vistera - O&M

Laurel Road Community Development District

PFM District Management Fee Decrease Letter

Laurel Road Community Development District

Payment Authorization Nos. 112 – 114

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT
Payment Authorizations Nos. 112 - 114

PA #

Description

Amount

Total

112

Clean Sweep Parking Lot Maintenance

$	475.00

Floridian Environmental Landscape

$	6,400.00

Gold Coast Eagle

$	235.67

PFM Group Consulting

$	4,400.00

$	1,250.00

Southern Land Services of SW Florida

$	3,950.00

Supervisor Fees

$	200.00

$	200.00

$	200.00

$	200.00

$	200.00

Thomas Stone

$	100.00

Verizon Business

$	74.88

WTS International

$	1,720.34

$19,605.89

113

Alsco Uniforms

$	69.56

City of Venice

$	2,035.79

$	7.14

$	19.03

$	228.10

$	13.22

$	151.26

$	663.81

$	210.22

$	3.73

$	913.68

$	317.57

$	1,833.03

Comcast Business

$	754.35

$	660.05

$	77.98

$	116.97

$	194.95

FPL

$	28.05

$	2,951.66

$	41.42

$	39.66

Impact Landscaping & Irrigation

$	900.00

Mark Evans

$	300.00

Southern Land Services of Southwest Florida

$	5,800.00

Tyree Brown

$	500.00

WTS International

$	29.77

$	76.30

$18,937.30

114

Ankur Sarup

$	350.00

Dex Imaging

$	5.04

$	20.46

Egis Insurance & Risk Advisors

$	43,206.00

Florida Natural Gas

$	8.21

Geiger

$	667.23

MaddTraxx

$	850.00

Navitas Credit Corp

$	2,465.17

Southern Land Services of Southwest Florida

$	4,650.00

TECO

$	43.88

WTS International

$	2,427.28

$54,693.27

Total

$93,236.46

Laurel Road Community Development District

District Financial Statements

Laurel Road
Community Development District
August 2025 Financial Package

August 31, 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 8/31/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Assets

Current Assets
General Checking Account Accounts Receivable Prepaid Expenses Deposits
Series 2021A1 Debt Service Reserve Series 2021A2 Debt Service Reserve Series 2021A Revenue
Series 2021A2 Interest Series 2021A1 Prepayment Series 2021A2 Prepayment
Series 2021A Acquisition/Construction Prepaid Expenses
Deposits
Total Current Assets

$

242,969.83
1,073.91
12,378.43
4,350.00

$

242,969.83
1,073.91
12,378.43
4,350.00
326,871.88
93,203.12
273,549.76
2,284.03
160.98
298,372.68
370,593.19
11.58
50.00

$

326,871.88
93,203.12
273,549.76
2,284.03
160.98
298,372.68

$

370,593.19
11.58
50.00

$

260,772.17

$

994,442.45

$

370,654.77

$

-

$

1,625,869.39

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

$

994,442.45
15,165,557.55

$

994,442.45
15,165,557.55

$

-

$

-

$

-

$

16,160,000.00

$

16,160,000.00

$

260,772.17

$

994,442.45

$

370,654.77

$

16,160,000.00

$

17,785,869.39

Total Assets

Page 1 of 8

Laurel Road CDD
Statement of Financial Position As of 8/31/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Liabilities and Net Assets

Current Liabilities Accounts Payable Deferred Revenue Accounts Payable Retainage Payable
Total Current Liabilities

$

40,068.30
1,073.91

$

40,068.30
1,073.91
18,450.00
91,992.19

$

18,450.00
91,992.19

$

41,142.21

$

-

$

110,442.19

$

-

$

151,584.40

Long Term Liabilities
Revenue Bonds Payable - Long-Term
Total Long Term Liabilities

$

16,160,000.00

$

16,160,000.00

$

-

$

-

$

-

$

16,160,000.00

$

16,160,000.00

Total Liabilities

$

41,142.21

$

-

$

110,442.19

$

16,160,000.00

$

16,311,584.40

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

$

(6,959.05)
(9,431.68)

$

(6,959.05)
(9,431.68)

Net Assets - General Government
Current Year Net Assets - General Government

194,134.98
41,885.71

194,134.98
41,885.71

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$

1,568,510.64
(574,068.19)

1,568,510.64
(574,068.19)

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$

(146,827.60)
407,040.18

(146,827.60)
407,040.18

Total Net Assets

$

219,629.96

$

994,442.45

$

260,212.58

$

-

$

1,474,284.99

Total Liabilities and Net Assets

$

260,772.17

$

994,442.45

$

370,654.77

$

16,160,000.00

$

17,785,869.39

Page 2 of 8

Laurel Road CDD Statement of Activities As of 8/31/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Revenues

On-Roll Assessments Off-Roll Assessments
Other Income & Other Financing Sources Inter-Fund Transfers In
On-Roll Assessments Other Assessments Developer Contributions
Other Income & Other Financing Sources Inter-Fund Transfers In
Total Revenues

$

439,160.37
211,135.20
722.84
624.52

$

439,160.37
211,135.20
722.84
624.52
663,806.90
2,595,152.99
1,813,070.75
654,224.50
(624.52)

$

663,806.90
2,595,152.99

$

1,813,070.75
654,224.50
(624.52)

$

651,642.93

$

3,258,959.89

$

2,466,670.73

$

-

$

6,377,273.55

Expenses

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

$

9,400.00
2,708.00
4,244.31
48,400.00
11,250.00
3,125.00
750.00
5,355.50
5,500.00
5,600.00
365.59
153.31
4,423.25
1,597.06
279.76
2,550.00
175.00
32,399.55
12,867.85
475.30

$

9,400.00
2,708.00
4,244.31
48,400.00
11,250.00
3,125.00
750.00
5,355.50
5,500.00
5,600.00
365.59
153.31
4,423.25
1,597.06
279.76
2,550.00
175.00
32,399.55
12,867.85
475.30

Page 3 of 8

Laurel Road CDD Statement of Activities As of 8/31/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Clubhouse Electric Clubhouse Water Water Reclaimed
Stormwater Management Wetlands Mitigation Amenity - Telephone
Amenity - Cable TV / Internet / Wi-Fi Amenity - Landscape Maintenance Amenity - Irrigation Repairs
Amenity - Pool Maintenance Amenity - Janitorial
Amenity - Pest Control
Amenity - Fitness Equipment Leasing Amenity - Security
Amenity - Office Equipment Leasing Amenity - Capital Outlay
Amenity - Miscellaneous
Amenity - AC Maintenance and Equipment Amenity - Pool Equipment
Amenity - Gas Amenity - Operations Gate Internet Service General Insurance
Property & Casualty Insurance Irrigation
Lake Maintenance
Landscaping Maintenance & Material Landscape Improvements
Fertilizer / Pesticides Contingency
Gate - Repairs & Maintenance Capital Expenditures
Street Sweeping
Streetlights

$

8,296.68
22,362.94
3,234.61
9,669.22
6,700.00
1,717.70
5,322.15
19,772.46
1,440.00
9,312.00
20,865.93
1,882.00
27,531.26
2,611.10
3,500.54
9,035.04
3,554.20
42.70
223.37
820.62
3,130.78
2,438.30
3,309.00
23,491.00
28,193.00
21,438.00
136,988.02
29,812.50
18,560.00
11,263.34
16.99
9,431.68
9,500.00
33,182.44

$

8,296.68
22,362.94
3,234.61
9,669.22
6,700.00
1,717.70
5,322.15
19,772.46
1,440.00
9,312.00
20,865.93
1,882.00
27,531.26
2,611.10
3,500.54
9,035.04
3,554.20
42.70
223.37
820.62
3,130.78
2,438.30
3,309.00
23,491.00
28,193.00
21,438.00
136,988.02
29,812.50
18,560.00
11,263.34
16.99
9,431.68
9,500.00
33,182.44

Page 4 of 8

Laurel Road CDD Statement of Activities As of 8/31/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Series 2021 A1 Principal Payments Series 2021 A2 Principal Payments Series 2021 A1 Interest Payments Series 2021 A2 Interest Payments Engineering
Contingency
Total Expenses

$

255,000.00
3,005,000.00
404,092.50
218,710.94

$

255,000.00
3,005,000.00
404,092.50
218,710.94
203,894.45
1,856,362.34

$

203,894.45
1,856,362.34

$

640,269.05

$

3,882,803.44

$

2,060,256.79

$

-

$

6,583,329.28

Other Revenues (Expenses) & Gains (Losses)

Interest Income Dividend Income Dividend Income
Total Other Revenues (Expenses) & Gains (Losses)

$

21,080.15

$

21,080.15
49,775.36
626.24

$

49,775.36

$

626.24

$

21,080.15

$

49,775.36

$

626.24

$

-

$

71,481.75

Change In Net Assets

$

32,454.03

$

(574,068.19)

$

407,040.18

$

-

$

(134,573.98)

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

$

219,629.96

$

994,442.45

$

260,212.58

$

-

$

1,474,284.99

Page 5 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 8/31/2025

FY 2025
Adopted Budget

YTD Actual

YTD Budget

YTD Variance

Percentage

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

$

439,160.37
211,135.20
- 722.84
45,833.33

$

394,731.76
193,540.61
458.33
- 45,833.33

$

44,428.61
17,594.59
(458.33)
722.84
-

$

430,616.46
211,135.21
500.00
- 50,000.00

101.98%
100.00%
0.00%

91.67%

$

696,851.74

$

634,564.03

$

62,287.71

$

692,251.67

100.66%

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

$

9,400.00
2,708.00
4,244.31
48,400.00
11,250.00
3,125.00
750.00
5,355.50
5,500.00
- 5,600.00
- 365.59
- 153.31
4,423.25
1,597.06
279.76
2,550.00
175.00
- 32,399.55
12,867.85

$

11,000.00
2,745.42
3,666.67
48,400.00
11,458.33
11,458.33
916.67
18,333.33
5,041.67
114.58
5,133.33
458.33
- 641.67
458.33
7,333.33
550.00
458.33
2,750.00
160.42
18,333.33
45,833.33
9,166.67

$

(1,600.00)
(37.42)
577.64
- (208.33)
(8,333.33)
(166.67)
(12,977.83)
458.33
(114.58)
466.67
(458.33)
365.59
(641.67)
(305.02)
(2,910.08)
1,047.06
(178.57)
(200.00)
14.58
(18,333.33)
(13,433.78)
3,701.18

$

12,000.00
2,995.00
4,000.00
52,800.00
12,500.00
12,500.00
1,000.00
20,000.00
5,500.00
125.00
5,600.00
500.00
- 700.00
500.00
8,000.00
600.00
500.00
3,000.00
175.00
20,000.00
50,000.00
10,000.00

78.33%
90.42%
106.11%
91.67%
90.00%
25.00%
75.00%
26.78%
100.00%
0.00%
100.00%
0.00%

0.00%
30.66%
55.29%
266.18%
55.95%
85.00%
100.00%
0.00%
64.80%
128.68%

$

151,144.18

$

204,412.07

$

(53,267.89)

$

222,995.00

67.78%

Page 6 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 8/31/2025

FY 2025
Adopted Budget

YTD Actual

YTD Budget

YTD Variance

Percentage

Field Expenses (Inside the Gate; SF)
Electric
Water Reclaimed Stormwater Management Wetland Mitigation Equipment Rental
Gate Internet Service 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)

$

356.48
2,425.96
9,669.22
6,700.00
- 2,438.30
2,481.75
17,618.25
21,144.75
16,078.50
102,741.02
22,359.38
13,920.00
11,263.34
16.99
7,073.76
9,500.00
- 24,886.83
-

$

6,875.00
3,437.50
- 4,583.33
2,291.67
- 2,516.25
- 13,750.00
14,396.25
73,333.34
13,750.00
- 9,166.67
6,875.00
4,583.33
11,000.00
183.33
27,720.00
2,291.67

$

(6,518.53)
(1,011.54)
9,669.22
2,116.67
(2,291.67)
2,438.30
(34.50)
17,618.25
7,394.75
1,682.25
29,407.68
8,609.38
13,920.00
2,096.67
(6,858.01)
2,490.43
(1,500.00)
(183.33)
(2,833.17)
(2,291.67)

$

7,500.00
3,750.00
- 5,000.00
2,500.00
- 2,745.00
- 15,000.00
15,705.00
80,000.00
15,000.00
- 10,000.00
7,500.00
5,000.00
12,000.00
200.00
30,240.00
2,500.00

4.75%
64.69%

134.00%
0.00%

90.41%

140.97%
102.38%
128.43%
149.06%

112.63%
0.23%
141.48%
79.17%
0.00%
82.30%
0.00%

$

270,674.51

$

196,753.34

$

73,921.17

$

214,640.00

126.11%

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; MF)

$

118.83
808.65
827.25
5,872.75
7,048.25
5,359.50
34,247.01
7,453.13
4,640.00
2,357.92
8,295.61

$

2,291.67
1,145.83
838.75
- 4,583.33
4,798.75
24,444.45
4,583.33
- 2,291.67
9,240.00

$

(2,172.85)
(337.18)
(11.50)
5,872.75
2,464.92
560.75
9,802.56
2,869.80
4,640.00
66.25
(944.39)

$

2,500.00
1,250.00
915.00
- 5,000.00
5,235.00
26,666.67
5,000.00
- 2,500.00
10,080.00

4.75%
64.69%
90.41%

140.97%
102.38%
128.43%
149.06%

94.32%
82.30%

$

77,028.89

$

54,217.78

$

22,811.11

$

59,146.67

130.23%

Page 7 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 8/31/2025

FY 2025
Adopted Budget

YTD Actual

YTD Budget

YTD Variance

Percentage

Vistera - Amenity Expenses
Clubhouse Electric Clubhouse Water Amenity - Telephone
Amenity - Cable TV / Internet / Wi-Fi Amenity - Landscape Maintenance Amenity - Irrigation Repairs
Amenity - Pool Maintenance Amenity - Pool Equipment Amenity - Cleaning
Amenity - Pest Control
Amenity - Fitness Equipment Leasing Amenity - Security Monitoring Amenity - Office Equipment Leasing Amenity - Capital Outlay
Amenity - Miscellaneous
Amenity - A/C Maintenance and Equipment Amenity - Gas
Amenity - Operations
Total Vistera - Amenity Expenses

$

8,296.68
22,362.94
1,717.70
5,322.15
19,772.46
1,440.00
9,312.00
223.37
20,865.93
1,882.00
27,531.26
2,611.10
3,500.54
9,035.04
3,554.20
42.70
820.62
3,130.78

$

9,166.67
13,750.00
8,030.00
11,916.67
18,333.33
9,166.67
19,511.25
916.67
13,750.00
2,291.67
26,583.33
9,533.33
11,000.00
22,916.67
939.58
1,375.00
-
-

$

(869.99)
8,612.94
(6,312.30)
(6,594.52)
1,439.13
(7,726.67)
(10,199.25)
(693.30)
7,115.93
(409.67)
947.93
(6,922.23)
(7,499.46)
(13,881.63)
2,614.62
(1,332.30)
820.62
3,130.78

$

10,000.00
15,000.00
8,760.00
13,000.00
20,000.00
10,000.00
21,285.00
1,000.00
15,000.00
2,500.00
29,000.00
10,400.00
12,000.00
25,000.00
1,025.00
1,500.00
-
-

82.97%
149.09%
19.61%
40.94%
98.86%
14.40%
43.75%
22.34%
139.11%
75.28%
94.94%
25.11%
29.17%
36.14%
346.75%
2.85%

$

141,421.47

$

179,180.84

$

(37,759.37)

$

195,470.00

72.35%

Total Expenses

 $	640,269.05 

 $  634,564.03 

 $	5,705.02 

 $  692,251.67 

	92.49%

Other Revenues (Expenses) & Gains (Losses)

Interest Income
Total Other Revenues (Expenses) & Gains (Losses)

$

21,080.15

$

-

$

21,080.15

$

-

$

21,080.15

$

-

$

21,080.15

$

-

Net Income (Loss)

$

77,662.84

$

-

$

77,662.84

$

-

Page 8 of 8

Laurel Road Community Development District

Consideration of HVAC Preventative Maintenance Proposals





Conditioned Plumbing Superior Heating & Cooling
Tri-County Air

PLANNED MAINTENANCE

AGREEMENT

Estimate 532695250

Date

9/8/2025

Billing Address

Service Location

Name	Vistera
321 Vistera Boulevard

Name
Address

Vistera
321 Vistera Boulevard Nokomis, FL 34275 USA

Address

Nokomis, FL 34275 USA

Regular planned maintenance of your plumbing systems is essential to keeping your system at its peak ef ciency. Your Planned Maintenance Agreement with Conditioned Plumbing, which includes one precision maintenance visits per year, unless noted in the Services Below. This program is designed to maintain system ef ciency, help prevent system failures, help maintain system capacity, extend equipment life, reduce water usage, and reduce utility costs.

Your Program Provides the Following Bene ts

Priority Customer
Agreement is Transferable to new owners
Loyalty Rewards Program of $50/Year up to 10 Years for Each Consecutive Year in the Program towards the Replacement of your System(s)
15% Discount on all repairs
15% Discount on our Travel and Diagnostic Fee Seasonal PMA customer specials Unconditional Service Guarantee

Replacement
Proposal

Estimate  532726558

Date

9/8/2025

Billing Address

Service Location

Name	Vistera
321 Vistera Boulevard

Name
Address

Vistera
321 Vistera Boulevard Nokomis, FL 34275 USA

Address

Nokomis, FL 34275 USA

Conditioned Air is Pleased to Present the Following Proposal For Your Consideration.

SERVICES

Total Due:$ $1,938.00

For your convenience, we oﬀer online payments (Visa, MC, AMEX
and Discover) at www.conditionedair.com (Click on "Pay Now"), or call (239) 643-2445. You authorize Conditioned Air to Keep you Payment Method on File and to automatically charge your ﬁnal payment when the work is complete.

Upon Acceptance please remit 50% Downpayment of the total due. Payment implies agreement to all terms and conditions of this agreement.

IMAGE

DESCRIPTION

QTY

PRICE

TOTAL

Planned maintenance of (3) systems - Includes Special Order Filters - Quarterly Visits (4x/yr) - Annual Billing

1

$1,938.00

$1,938.00

TERMS AND CONDITIONS

Scope of Terms and Conditions
The Terms and Conditions of product sales and service projects are limited to those contained herein. Any additional or diﬀerent terms or conditions in any form delivered by you (“Customer”) are hereby deemed to be material alterations and notice of objection to them and rejection of them is hereby given. By accepting delivery of the products or by engaging Conditioned Air of Naples, LLC (“Company”) to provide product(s) or perform or produce any services, Customer agrees to be bound by and accepts these Terms and Conditions unless Customer and Company have signed a separate agreement, in which case the separate agreement will govern. These Terms and Conditions constitute a binding contract between Customer and Company and are referred to herein as either “Terms and Conditions” or this “Agreement.” Customer accepts these Terms and Conditions by making a purchase from or placing an order with Company or engaging Company to perform or procure any services. These Terms and Conditions are subject to change without prior notice, except that the Terms and Conditions posted on Company’s Site at the time Customer signs the Installation Proposal will govern, unless otherwise agreed in writing by Company and Customer.
Payment Terms
Customer shall pay Company according to the terms contained in the Proposal. Final payment shall be due after the work described in the Proposal is substantially completed. All retail service work be paid on the day of completion. All equipment replacement / duct-work replacements or add ons will require a 50% downpayment, and 50% on the day of completion. The customer cannot withhold ﬁnal payment until the installation passes inspection, as this is an independent action controlled by the county or city government. The Company has the right in all cases to ﬁle a legal Notice to Owner for any lien rights to the Customers property if payment is not made within the allotted time.
Zoning and permits
Customer agrees to timely furnish all information necessary to secure permits for the work called for under this Agreement, and Customer warrants the work contracted for to be in compliance with applicable zoning, classiﬁcation and building codes. Any costs for work not in the Estimate but required by lawful authorities to bring the work into compliance with applicable code shall be the responsibility of the Customer. Company assumes no responsibility for violation of zoning rules/laws.
Homeowners Association/Condo Association/Property Owners Association
Customer is responsible for Homeowner Association, Condo Association, Property Owner Association, Historical Society approval or other similar approvals. All Approvals must be received, and a written copy of such shall be given by Customer to Company prior to material being ordered. Customer is responsible for Homeowner Association security deposit or bond if one is required.
Change Orders
During the progress of the work under this Agreement, if Customer should order extra work not speciﬁed in the Agreement, Company may require such extra work to be considered an agreement separate and aside from this Agreement and may require payment for said extra work in advance.
Substitutions
Should Company be unable to obtain any equipment or material(s) speciﬁed in the Agreement or any Change Order, Company shall have the right at its sole discretion to substitute comparable equipment or materials and such substitution shall not aﬀect the Contract Price.
Supervision Responsibility
Company shall supervise and direct the work at Customer’s Property, using reasonable skill and attention. Company shall be solely responsible for the construction means, methods, technique, sequences, and procedures for all work performed at Customer’s Property pursuant to this Agreement. Customer shall not interfere with Company’s work forces or Company’s subcontractors.
Workmanship 1 Year Limited Warranty
Company shall provide Customer with a 1 year limited warranty on service and labor for the duration set forth in the Installation Agreement, beginning on the date of completion of services against defects in the quality of workmanship and/or materials (“Warranty Period”). Company shall not be liable during or following the Warranty Period for any: (a) damage due to ordinary wear and tear or abusive use; (b) damage due to use of the equipment beyond the design temperatures (cooling set below 70°F, for instance); (c) defects that are the result of characteristics common to the materials used; (d) loss, injury or damages caused in any way by the weather elements; (e) conditions resulting from condensation on, or expansion or contraction or, any materials; (f) any water leak, blockage, freezing, or other malfunction of condensate or drain lines; and/or (g) air leaks arising from structural deﬁciencies within existing supply/return ducts or transitions. Customer is responsible for paying equipment manufacture or third-party warranty company for any transfer of equipment warranty. Company is not responsible for any warranties provided by the manufacturer. Company makes no warranty to Buyer regarding materials and/or equipment installed (other than a warranty of title), and Company authorizes no third person or party to assume any warranty obligation or liability on Company’s behalf. The only warranties applicable to the materials and/or equipment installed are those, if any, extended by the respective manufacturer that shall furnish to Buyer all applicable warranty documents. Company hereby assigns to Buyer, without recourse, any applicable warranties extended to Company. Such assignment shall constitute Company’s sole obligation and Buyer’s sole exclusive remedy from Company with regards to defective materials and/or equipment installed. This limited warranty is in lieu of all other warranties, statutory or otherwise, express, or implied, all representations made by Company, and all other obligations or liabilities respective of the Services provided at the Property. Company disclaims all other warranties, express or implied, including without limitation any implied warranty of workmanlike construction, implied warranty of habitability, implied warranty of ﬁtness for a particular purpose or use, and/or implied warranty of merchantability. Under no circumstances shall Company be liable to Customer for loss of time, loss of use, inconvenience, or any other incidental or consequential damages that may arise from this Agreement. Unauthorized repairs or attempted repairs shall void this warranty entirely.
Design Conditions
All equipment is designed according to the Manual J. standard design temperatures for Florida Zone 1 (Cooling: 75°F indoor dry bulb temperature w/ 50% indoor relative humidity at 93°F outdoor dry bulb temperature. Heating: 70°F indoor dry bulb temperature w/ 50% indoor relative humidity at 47°F outdoor dry bulb temperature). Company is not responsible for cooling/heating beyond the Manual J. standard design temperatures, high humidity levels, system reaching dew point, ductwork sweating/producing condensate due to home inﬁltration rates or any other reason. R-values, structural tightness, ductwork conditions, home inﬁltration, leakage of duct-work, building materials and any other factor in the load calculation will be determined by the information the Customer provides to Company upon initial consultation, Company is not responsible for any problems incurred due to incorrect information provided by Customer at the time of consultation or while determining load calculation are being performed. In the case of an equipment replacement on an existing residential or commercial project, If Customer does not provide load calculations or authorize Company to conduct its own testing to determine load calculations, Company shall size the new HVAC system based on the size of the existing HVAC system. In such case, Company shall not be responsible for problems caused by over sizing (including without limitation short cycling, humidity control, and mold growth) or under sizing (including without limitation inability to heat or cool within the Manual J. standard design temperatures). The HVAC design must meet the Florida Building Code requirements. Therefore, any speciﬁcations must be provided to the Company, by the Customer or a party associated with the Customer. When designing a structure such as but not limited to, a residential home with any type of foam insulation or a completely sealed structure, Company & Home Services recommends the Customer have an engineer or building expert review the plans for how to control the humidity levels in the sealed attic space. Dehumidiﬁers, in most cases, are recommended but should be veriﬁed.
Performance or Condition of Existing Equipment
Company is not responsible for the performance, functionality, or compatibility of existing equipment, duct-work, duct board, controls, or other equipment/materials that is not replaced during a job installation and that Customer agrees to keep in place. In the event that the system fails to operate properly, the Warranty service will only cover the newly installed equipment, controls, or materials, as well as our workmanship. In the event that an existing piece of equipment prevents the proper start up or operation of the new equipment or system, Customer assumes all responsibility for any additional service charges that may be incurred.
Existing Line Set
Company is not responsible for any problems with heating or cooling due to the existing line set, which may require repair and replacement for an additional cost to the Customer in the event Company is unable to pull a 500-micron vacuum on an existing line set. Should Customer reject Company’s recommendation to replace an existing line set, Company’s limited warranty is voided.
Condensate Drains
Company is not responsible for the condition of any existing condensate or copper pipping that is not readily accessible. Customer is responsible for any additional costs incurred if pressure testing is required to identify leaks and necessary repairs.
Paint, Patchwork, and Repairs
Company is not responsible for any painting, patchwork, or repair work that may be required following modiﬁcation/installation work unless previously agreed upon in the signed proposal.
Existing Attic Access Stairs
In the event Customer’s existing stairs cannot be safely utilized for the removal and installation of equipment, an alternate method or access may be required. Company is not responsible for (a) the replacement or repair of attic steps or stairs that must be removed to complete removal or installation work; and/or (b) any property damage resulting from the removal of the attic steps or stairs.
Mold
Company shall not be responsible for any claims, damages, actions, costs, or other liabilities, whether direct or indirect, that may be caused by, resulting from, or relating to, mold. The discovery and/or removal of any mold or any hazardous materials is excluded from the scope of Company’s work, and Company reserves the right to stop work until such mold or hazardous materials are removed.

Terms and Conditions (Con't)

Insurance and Waiver of Subrogation
Customer shall maintain property insurance upon the entire structure including all work to be performed pursuant to this Agreement to the full insurable value thereof. This insurance shall inure against the perils of ﬁre, theft, extended coverage, vandalism, and malicious mischief. Customer and Company waive all rights against each other for damages caused by insured perils whether or not such damage is caused by the fault or negligence of any party hereto.
Indemniﬁcation
Customer shall indemnify, defend, and hold harmless Company and its respective directors, oﬃcers, employees, agents, sureties, subcontractors, and suppliers from and against any and all losses, costs, expenses, damages, injuries, claims, demands, obligations, liabilities, judgments, ﬁnes, penalties, interest and causes of action, including without limitation administrative and legal costs and reasonable attorney’s fees, involving the following: (a) injury or death to any person, or damage to or destruction of any property (including loss of use thereof), except to the extent caused by the sole negligence or intentional misconduct of Company; and (b) any failure of the Customer to comply with the requirements of the Agreement.
Risk of Loss
Risk of loss shall pass to the Customer upon delivery of materials and equipment to Customer’s Property. Company shall not be responsible for any loss due to ﬁre, theft, vandalism, and/or malicious mischief once delivered to Customer’s Property. Customer shall assume all responsibility for any such loss and Customer shall maintain insurance coverage to protect against such loss.
Severability
Should any part of this Agreement be adjudged to be void, unenforceable, or contrary to public policy, only such void or unenforceable portion shall be stricken and eliminated hereof while the other portions remain valid and enforceable.
Performance
If Customer fails to perform any of Customer’s obligations herein or if Company, in good faith, believes that the prospect of payment or performance to be impaired, Company may upon seven (7) days written notice to Customer terminate this Agreement while retaining all mechanic’s lien rights as well as right to payment for the full amount of work performed plus reasonable overhead and proﬁt, interest, attorneys’ fees, and other charges due and unpaid.
Collections
If amounts owing under this Agreement are not paid within thirty (30) days, Customer agrees to pay a late charge on any outstanding balance at two per cent (2%) per month or twenty- four per cent (24%) per annum on the unpaid amount calculated from the date payment was due. Customer will be deemed to have accepted Company’s performance as complete under this Agreement unless Customer notiﬁed Company in writing otherwise within thirty (30) days of substantial completion. Should Company retain the assistance of a third party, including without limitation an attorney, to assist with collection of unpaid amounts due and owing, Customer agrees to pay Company’s costs associated therewith including without limitation reasonable attorneys’ fees, court costs, and interest at the maximum legal rate.
Entire Agreement
This Agreement constitutes the entire agreement between Customer and Company. No agreements, representations, or warranties other than those speciﬁcally set forth herein shall be binding on any of the parties unless set forth in writing and signed by both parties.

Superior Heating and Cooling
115 Triple Diamond Blvd North Venice, FL 34275

09/03/25

DATE

Tel	(941) 488-5359
Fax

SOLICITATION #	3460

SOLD  LAURA RHODE PROPERTIES- CDD PFM MANAGEMENT
To:	321 VISTERA BLVD NOKOMIS, FL 34275

SITE:	LAURA RHODE PROPERTIES- CDD PFM MANAGEME
321 VISTERA BLVD
NOKOMIS, FL 34275

CUST ID

SLM

PREVIOUS CONTRACT

EFFECTIVE DATE

EXPIRATION DATE

CHECKUP MONTHS

PAGE

24195

09/03/25

09/03/26

1

QUANTITY

DESCRIPTION

AMOUNT

CONTRACT SOLICITATION - Comm. Maint. Agreement FOR THE PERIOD 09/03/25 TO 09/03/26

880.00

SUBTOTAL DISCOUNT RETENTION FREIGHT SALES TAX TOTAL

880.00
0.00
0.00
0.00
0.00
880.00

Estimate 308020436
Job 308013709
Estimate Date 8/21/2025
Customer PO

Tri County Air 1080 Enterprise Court North Venice, FL 34275
(941) 485-2222

Billing Address
PFM Management CDD Property 321 Vistera Boulevard
Nokomis, FL 34275 USA

Job Address
PFM Management CDD Property 321 Vistera Boulevard
Nokomis, FL 34275 USA

Estimate Details

Commercial Semi - Annual Membership with Quarterly Filter Changes: Commercial Semi - Annual Membership with Quarterly Filter Changes

Service #
SCMS

Description
Commercial Semi - Annual Membership with Quarterly Filter Changes Commercial Maintenance on 3 systems
TUNE-UPS INCLUDE
~Check Thermostat and operating temps
~Clean indoor and outdoor coils as needed
~Clean condensate pans
~Clean condensate lines
~Check filters
~Check blower wheel
~Check electrical connections in equipment
~Check voltages and amperage of motors
~Record operating pressures
~Lubricate moving parts when necessary
~Apply rust proofing paint where applicable CUSTOMER'S BENEFITS:
~PRIORITY SERVICE
~NO OVERTIME CHARGES
~10% Discount on all parts and Labor
**DOES NOT INCLUDE FILTER OR BELTS
Filters per visit 16x24x2 Filters per visit 20x22x1
Drain line cleaning with operations check

Quantity
1.00

NONPRT NONPRT DRNCLN

4.00
1.00
6.00

Member Savings
Sub-Total Tax
Total
Est. Financing
Thank you for choosing Tri Country Air and remember...No matter what the weather, Tri County makes it better!

$63.25
$1,859.40
$0.00

$1,859.40
$68.87

THIS IS AN ESTIMATE, NOT A CONTRACT FOR SERVICES. The summary above is furnished by Tri County Air Conditioning and Heating, Inc. as a good faith estimate of work to be performed at the location described above and is based on our evaluation and does not include material price increases or additional labor and materials which may be required should unforeseen problems arise after the work has started. I understand that the final cost of the work may differ from the estimate, perhaps materially. THIS IS NOT A GUARANTEE OF THE FINAL PRICE OF WORK TO BE PERFORMED. I agree and authorize the work as summarized on these estimated terms, and I agree to pay the full amount for all work performed.

Laurel Road Community Development District

Consideration of Driggers Proposal for Phase 2 Engineering & Inspection

VISCDDP2 - Geotech

Laurel Road Community Development District

Consideration of AM Engineering Change Order Nos. 1 & 2

PROJECT ACCEPTANCE FORM
PROJECT INFORMATION:

Date:

09/26/25

AM Project Manager:

Bobbi Claybrooke, PE

Laurel Rd CDD
2025 CDD Engineer Budget, CO #1

Project Name:

AM Job No:

24AME0025
(NEAL0016CDD)

Project Location:

Laurel Rd Community Development District - Approx. 300 ac east of I-75, between Laurel Rd and

Border Rd in Venice. Vistera Blvd runs through the center of the property from N to s.

Client Contact:
Description of Services:

Tom Panaseny

CDD Engineer services. For 2025, services also include bidding for the Vistera of Venice Phase 2

Project and the development of the construction contract documents.

Estimated Fee

Or Not-to-Exceed Fee

$6,000

Estimated Completion Time

As needed by the CDD Board of Directors.

Based upon approval and execution of this agreement within
SEVEN (7) days of receipt.

PAYMENT RESPONSIBILITY:

Invoices to be paid by:
Address:

Laurel Road Community Development District

3501 Quadrangle Blvd, suite 270

Orlando, FL 32817

Attention:

Vivian Carvalho, District Manager

PROPERTY OWNER IDENTIFICATION: (if other than above)

Name:
Address:

Laurel Road Community Development District

3501 Quadrangle Blvd, suite 270

Orlando, FL 32817

Attention:

Vivian Carvalho, District Manager

SPECIAL INSTRUCTIONS:

N/A

PAYMENT TERMS:

Net 30 days from invoice date, invoices will be sent monthly for continued projects. Interest charges are 1.0% per month following the due date.

OTHER TERMS AS AGREED UPON:

N/A

Page 1 of 2

GENERAL CONDITIONS
Payment - Payment shall be due within 15 days after date of invoice. Interest at the rate of 1% per month from 15 days after date of invoice to date payment is received will be added to all amounts not paid within 15 days after date of invoice. In the event that any law limiting the amount of interest or other charges permitted to be collected is interpreted so that this charge violates such law for any reason, the interest charge is hereby reduced to the extent necessary to eliminate such violation. All attorney fees and expenses associated with collection of past due invoices will be paid by Client.

In the event payment for an invoice is not made within 30 days, AM reserves the right to notify the Client of our intention to stop work on the project.

In the event the Client requests termination of the work prior to completion, we reserve the right to complete such analyses and records as necessary to place our files in order and, where considered by us necessary to protect our professional reputation, to complete a report on the work performed to date. A termination charge to cover the cost thereof in an amount not to exceed the lesser of $500.00 or 30 percent of all charges incurred up to the date of the stoppage of work may, at the discretion of AM, be applicable.

Insurance - AM Engineering, LLC (AM) maintains Worker’s Compensation and Employer’s Liability Insurance in conformance with State law. In addition, we maintain Comprehensive General Liability Insurance and Automobile Liability Insurance. A certificate of insurance can be supplied evidencing coverage upon request

Right-of Entry - Unless otherwise agreed, Client will furnish right-of-entry on the property for AM to make the necessary surveys and/or observations.

Standard of Care and Limitation of Liability- AM shall perform services for Client in a professional manner, using that degree of care and skill ordinarily exercised by and consistent with the standards of competent consultants practicing in the same or similar locality as the project. In the event any portion of the services, fails to comply with this obligation and A M is promptly notified in writing prior to one year after completion of such portion of services, AM will re- perform such portion of the services, or if re-performance is impracticable, AM will refund the amount of compensation paid to AM for such portion of the services.

This Standard of Care is in lieu of all warranties. No warranty, expressed or implied, including warranties of merchantability and fitness for a particular purpose is made or intended by the proposal for consulting services, by furnishing an oral response of the findings made or by any representations made regarding the services included in this agreement. In no event shall AM be liable for any special, indirect, incidental or consequential loss or damages. The remedies set forth herein are exclusive and the total liability of the consultant whether in contract, tort (including negligence whether sole or concurrent), or otherwise arising out of, connected with or resulting from the services provided pursuant to this Agreement shall not exceed the total fees paid by the Client or
$50,000.00, whichever is greater. Prior to commencement of services, the Client may obtain a higher limit at additional cost.

Limitations on liability and indemnities in this Agreement are business understandings between the parties and shall apply to all the different theories of recovery, including breach of contract or warranty, tort (including negligence), strict or statutory liability, or any other cause of action. These limitations on liability and indemnities will not apply to any losses or damages that have been found by a trier of fact to have been caused by AM’s sole or gross negligence or willful misconduct. “Parties” means the Client and AM, and their offices, partners, employees, agents and subconsultants. The parties also agree that the Client will not seek damages in excess of the contractually agreed limitations indirectly through suits with other parties who may join AM as a third-party defendant.

In the event Client makes a claim against AM, at law or otherwise, for any alleged error, omission or other act arising out of the performance of our professional services, and the Client fails to prove such claim, then the Client shall pay all costs, including attorney’s fees, incurred by AM in defending itself against the claim.
For services involving or relating to pollution, it is further agreed that the Client shall indemnify and hold harmless AM and their consultants, agents and employees from and against all claims, damages, losses and expenses, direct and indirect or consequential damages, including but not limited to fees and charges of attorneys and court and arbitration costs, arising out of or resulting from the performance of the work by AM, or claims against AM arising from the work of others. This indemnification provision extends to claims against AM which arise out of, are related to, or are based upon, the disposal, discharge, escape, release or saturation of vapors, fumes, acids, alkalis, toxic chemicals, liquids, gases or any other material, irritant, contaminant or pollutant in or into the atmosphere or on, upon, in or into the surface of subsurface.

Legal Jurisdiction - The parties agree that any actions brought to enforce any provision of this Agreement shall only be brought in a court of competent jurisdiction in Sarasota County, Florida.
Force Majeure - AM shall not be held responsible for any delay or failure in performance of any part of this Agreement to be extent that such delay or failure is caused by fire, flood, explosion, war, strike, embargo, government requirement, civil or military authority, acts of God, act or omission of subcontractors, carriers, clients or other similar causes beyond its control.

ACCEPTANCE: The terms and conditions of this agreement, including the terms on the previous page and the General Conditions above are: Accepted this	day of	, 2025
Company Name: 	Laurel Road Community Development District		 Signature of Authorized Representative: 	
Printed Name and Title of Authorized Representative:	Vivian Carvalho, District Manager	

Page 2 of 2

PROJECT ACCEPTANCE FORM
PROJECT INFORMATION:

Date:

09/26/25

AM Project Manager:

Bobbi Claybrooke, PE

Laurel Rd CDD
2025 CDD Engineer Budget, CO #2
 Services Associated w/ Laurel Rd Widening	

Project Name:

AM Job No:

24AME0025

(NEAL0016CDD)

 	

Project Location:

Laurel Rd Widening – East of I-75 and West of Jacaranda Blvd

Client Contact:
Description of Services:

Tom Panaseny

CDD Engineer services associated with the Laurel Rd widening project. Services shall include, but

not be limited to, development of construction contract, development of CEI services contract (and associated coordination with

FDOT and Sarasota County), bidding of the Laurel Rd widening project and providing review and analysis of the submitted bids.

Estimated Fee

Or Not-to-Exceed Fee

$5,000

Estimated Completion Time

As needed by the CDD Board of Directors.

Based upon approval and execution of this agreement within
SEVEN (7) days of receipt.

PAYMENT RESPONSIBILITY:

Invoices to be paid by:
Address:

Laurel Road Community Development District

3501 Quadrangle Blvd, suite 270

Orlando, FL 32817

Attention:

Vivian Carvalho, District Manager

PROPERTY OWNER IDENTIFICATION: (if other than above)

Name:
Address:

Laurel Road Community Development District

3501 Quadrangle Blvd, suite 270

Orlando, FL 32817

Attention:

Vivian Carvalho, District Manager

SPECIAL INSTRUCTIONS:

N/A

PAYMENT TERMS:

Net 30 days from invoice date, invoices will be sent monthly for continued projects. Interest charges are 1.0% per month following the due date.

OTHER TERMS AS AGREED UPON:

N/A

Page 1 of 2

GENERAL CONDITIONS
Payment - Payment shall be due within 15 days after date of invoice. Interest at the rate of 1% per month from 15 days after date of invoice to date payment is received will be added to all amounts not paid within 15 days after date of invoice. In the event that any law limiting the amount of interest or other charges permitted to be collected is interpreted so that this charge violates such law for any reason, the interest charge is hereby reduced to the extent necessary to eliminate such violation. All attorney fees and expenses associated with collection of past due invoices will be paid by Client.

In the event payment for an invoice is not made within 30 days, AM reserves the right to notify the Client of our intention to stop work on the project.

In the event the Client requests termination of the work prior to completion, we reserve the right to complete such analyses and records as necessary to place our files in order and, where considered by us necessary to protect our professional reputation, to complete a report on the work performed to date. A termination charge to cover the cost thereof in an amount not to exceed the lesser of $500.00 or 30 percent of all charges incurred up to the date of the stoppage of work may, at the discretion of AM, be applicable.

Insurance - AM Engineering, LLC (AM) maintains Worker’s Compensation and Employer’s Liability Insurance in conformance with State law. In addition, we maintain Comprehensive General Liability Insurance and Automobile Liability Insurance. A certificate of insurance can be supplied evidencing coverage upon request

Right-of Entry - Unless otherwise agreed, Client will furnish right-of-entry on the property for AM to make the necessary surveys and/or observations.

Standard of Care and Limitation of Liability- AM shall perform services for Client in a professional manner, using that degree of care and skill ordinarily exercised by and consistent with the standards of competent consultants practicing in the same or similar locality as the project. In the event any portion of the services, fails to comply with this obligation and A M is promptly notified in writing prior to one year after completion of such portion of services, AM will re- perform such portion of the services, or if re-performance is impracticable, AM will refund the amount of compensation paid to AM for such portion of the services.

This Standard of Care is in lieu of all warranties. No warranty, expressed or implied, including warranties of merchantability and fitness for a particular purpose is made or intended by the proposal for consulting services, by furnishing an oral response of the findings made or by any representations made regarding the services included in this agreement. In no event shall AM be liable for any special, indirect, incidental or consequential loss or damages. The remedies set forth herein are exclusive and the total liability of the consultant whether in contract, tort (including negligence whether sole or concurrent), or otherwise arising out of, connected with or resulting from the services provided pursuant to this Agreement shall not exceed the total fees paid by the Client or
$50,000.00, whichever is greater. Prior to commencement of services, the Client may obtain a higher limit at additional cost.

Limitations on liability and indemnities in this Agreement are business understandings between the parties and shall apply to all the different theories of recovery, including breach of contract or warranty, tort (including negligence), strict or statutory liability, or any other cause of action. These limitations on liability and indemnities will not apply to any losses or damages that have been found by a trier of fact to have been caused by AM’s sole or gross negligence or willful misconduct. “Parties” means the Client and AM, and their offices, partners, employees, agents and subconsultants. The parties also agree that the Client will not seek damages in excess of the contractually agreed limitations indirectly through suits with other parties who may join AM as a third-party defendant.

In the event Client makes a claim against AM, at law or otherwise, for any alleged error, omission or other act arising out of the performance of our professional services, and the Client fails to prove such claim, then the Client shall pay all costs, including attorney’s fees, incurred by AM in defending itself against the claim.
For services involving or relating to pollution, it is further agreed that the Client shall indemnify and hold harmless AM and their consultants, agents and employees from and against all claims, damages, losses and expenses, direct and indirect or consequential damages, including but not limited to fees and charges of attorneys and court and arbitration costs, arising out of or resulting from the performance of the work by AM, or claims against AM arising from the work of others. This indemnification provision extends to claims against AM which arise out of, are related to, or are based upon, the disposal, discharge, escape, release or saturation of vapors, fumes, acids, alkalis, toxic chemicals, liquids, gases or any other material, irritant, contaminant or pollutant in or into the atmosphere or on, upon, in or into the surface of subsurface.

Legal Jurisdiction - The parties agree that any actions brought to enforce any provision of this Agreement shall only be brought in a court of competent jurisdiction in Sarasota County, Florida.
Force Majeure - AM shall not be held responsible for any delay or failure in performance of any part of this Agreement to be extent that such delay or failure is caused by fire, flood, explosion, war, strike, embargo, government requirement, civil or military authority, acts of God, act or omission of subcontractors, carriers, clients or other similar causes beyond its control.

ACCEPTANCE: The terms and conditions of this agreement, including the terms on the previous page and the General Conditions above are: Accepted this	day of	, 2025
Company Name: 	Laurel Road Community Development District		 Signature of Authorized Representative: 	
Printed Name and Title of Authorized Representative:	Vivian Carvalho, District Manager	

Page 2 of 2

Laurel Road Community Development District

Staff Reports

Vistera Club Field Service Report
Company: PFM Field Service Contact: Jessica Hamill
Email: Jhamill@triadassocmgmt.com Phone: (352) 602-4803

Created: Fri, G/26/2025

Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(1)

Created:

Fri, 9/26/2025

(2)

Created:

Fri, 9/26/2025

(3)

Created:

Fri, 9/26/2025

(4)

Fri, 9/26/2025

Created:

Generated by 'Report & Run'
www.reportandrun.com

Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(5)

Created:

Fri, 9/26/2025

(6)

Created:

Fri, 9/26/2025

(7)

Created:

Fri, 9/26/2025

(8)

Fri, 9/26/2025

Created:

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Report: 9/26/2025 10:11

Group:	Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

(9)

Created:

Fri, 9/26/2025

(10)

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Fri, 9/26/2025

(11)

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(12)

Fri, 9/26/2025

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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(13)

Created:

Fri, 9/26/2025

(14)

Created:

Fri, 9/26/2025

(15)

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Fri, 9/26/2025

(16)

Fri, 9/26/2025

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(17)

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(18)

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(19)

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(20)

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(21)

Created:

Fri, 9/26/2025

(22)

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(23)

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(24)

Fri, 9/26/2025

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(25)

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Fri, 9/26/2025

(26)

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(27)

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(28)

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(29)

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Fri, 9/26/2025

(30)

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(31)

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(32)

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(33)

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Fri, 9/26/2025

(34)

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(35)

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(36)

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Report: 9/26/2025 10:11

Group:	Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

(37)

Light post in club parking lot

Created:

Fri, 9/26/2025

Not turning on at night

(38)

Same with this one

Created:

Fri, 9/26/2025

(39)

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(40)

Fri, 9/26/2025

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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(41)

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(42)

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(43)

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(44)

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(45)

Created:

Fri, 9/26/2025

(46)

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(47)

Created:

Fri, 9/26/2025

(48)

1 street light still left to repair

Fri, 9/26/2025

Created:

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Doc. Id. 121
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Report: 9/26/2025 10:11

Group:	Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

(49)

Reported to FPL waiting on repairs.

Created:

Fri, 9/26/2025

(50)

Created:

Fri, 9/26/2025

(51)

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Fri, 9/26/2025

(52)

Fri, 9/26/2025

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Doc. Id. 121
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Report: 9/26/2025 10:11

Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(53)

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(54)

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(55)

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(56)

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Doc. Id. 121
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Laurel Road CDD

Created:	Fri, 9/26/2025

No. Items:	60

Title:

Group:

(57)

Created:

Fri, 9/26/2025

(58)

Main entrance - sign us leaning

Created:

Fri, 9/26/2025

(59)

Created:

Fri, 9/26/2025

(60)

Fri, 9/26/2025

Created:

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Doc. Id. 121
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Monthly Summary Report
September 2025
Submitted by:
Sydney Pollock, Lifestyle Director
Alex Murphy, Senior Regional Director, Lifestyle & Residential

LIFESTYLE PROGRAMS AND EVENTS

2. Sip & Savor: An Italian Wine & Cheese Experience

1. Labor Day Paradise Party

Homeowner, Under Contract, and Prospect event. Attendees enjoyed steel drum music, laid back bites, and tropical inspired games.

Homeowner and Under Contract event.
Attendees enjoyed an Italian inspired wine and cheese pairing with local sommelier, Tom Stone.

LIFESTYLE PROGRAMS AND EVENTS

3. Elevate: An Afternoon of Balance & Bliss

4. Mini Pastries, Big Questions:
Your HOA Explained

Homeowner informational event.
Event held in collaboration with HOA to provide residents with a greater understanding of common HOA violations, ARC applications, and who to contact for HOA related questions.

Homeowner event.
Attendees took part in complimentary stretching sessions with StretchZone and a community blood drive hosted by the OneBlood bus, all in recognition of World Wellness Weekend.

EVENT HIGHLIGHTS

Sip & Savor: An Italian Wine & Cheese Experience
22 residents and under-contract guests enjoyed a guided tasting of four Italian wines, each paired with an artisanal cheese. The Lifestyle Director partnered with local sommelier Tom Stone to curate the selections. Residents shared that they would gladly pay for this type of event in the future, as strong interest required attendance to be capped.

Labor Day Paradise Party:
Around 50 residents, prospects, and under-contract attendees gathered poolside for a lively tropical-themed event. Guests enjoyed live steel drum music, island-inspired games, and catered sandwiches with fresh fruit. Each resident was welcomed with a Hawaiian lei at check-in, while tropical cocktails and beers were served throughout the afternoon. Attendees enjoyed the musician, with many commenting that he “was great!” Sales Associates also invited prospects to join the fun and experience the community firsthand. Non-resident guests were asked to sign a waiver before entering.

EVENT HIGHLIGHTS CONTINUED

Elevate: An Afternoon of Balance & Bliss
World Wellness Weekend Initiative: 14 residents participated in complimentary 10-minute assisted stretch sessions with StretchZone. Following their mini appointments at the Vistera Club, StretchZone offered each resident a 1-hour complimentary stretch session at their Laurel Rd location. The Lifestyle Director plans to continue this partnership. Additionally, two residents donated blood during the onsite OneBlood drive.

Mini Pastries: Big Questions, Your HOA Answered
Resident-Only Event: 30 residents attended a 45 minute session led by Vistera’s HOA contact and Property Manager, Michelle Beedie. The event was designed to be accessible and informative, providing residents with guidance on ARC applications, common violations, and when to contact the HOA.

OVERALL UTILIZATION

Total Scans

Average visits per weekday Average visits per weekend TOTAL VISITS PER DAY
Monday Tuesday
Wednesday
Thursday Friday Saturday Sunday

Total Scans - 1,698 (49.9% increase from August)
10.2
14.13

Average 11.2 visits
Average 10 visits

Average 10.5 visits

Average 11 visits
Average 8.75 visits
Average 14.75 visits
Average 13.5 visits

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.

Significant gaps in scan data were observed in the second half of the month, with many entries registering as Access Denied; Credential Not Found.
This may cause daily visit counts to appear lower, since not all scans are being captured.

Proptia Usage
167 residents registered as of 10/1/25

FACILITY OPERATIONS & MAINTENANCE

ITEM

STATUS

CONCLUSION

Honey bees have swarmed and established a hive inside a soffit above the Game Room entrance. The
Bees in Soffit Above Game Room	preferred vendor, NaturZone, indicated that the hive will need to be relocated by a specialized	Ongoing; awaiting next steps company, Beelicious Honey, which may require minor interior construction. Beelicious conducted an
evaluation on 10/1, and a proposal is currently pending.

Outdoor Fireplace	Currently non-operational. Lifestyle team and Land Development unable to get it to ignite upon	Remaining in contact with
pressing the power button.	manufacturer and building GC

Repair completed. The company
Golf Cart Maintenance	Golf Cart was picked up and serviced by Affordable Golf Carts free of charge. Golf cart was stalling	recommends monitoring the
when transitioning from reverse to forward.	battery load, as it may require
attention in the near future.

Light Post - Community	Light post at the corner of Corserra next to Neal construction trailer is staying on during the day.	Will be addressed by Field Team

Light Posts - Club	Lights posts in Club parking lot are not turning on at night.	Will be addressed by Field Team

HVAC Evaluations	Lifestyle Director and Land & Field Operations Manager evaluating proposals from 3 vendors for	Recommendation will be provided
preventative AC maintenance.	to District.

FACILITY OPERATIONS & MAINTENANCE

ITEM

STATUS

CONCLUSION

Fire Inspection - CO	Club Certificate of Occupancy fire inspection completed by City of Venice Fire Inspector, Troy	Club complies.
Deines on 9/19.

Drainage Behind Fireplace	Initial concern was raised that the drains behind the outdoor fireplace were not dispersing water	Ongoing - will continue to monitor properly. After inspection, the Field Team confirmed that the drains are functioning as expected.		after heavy rains

Pool pavers were replaced by Dustin Maddox on 9/25. Additional locations could not be completed, as
Paver Replacement	Chipped pavers requiring replacement on pool deck, front club entrance, and on Loggia patio.	the building GC did not provide
pavers for those areas. The Field
Manager is checking availability at other NLN development to obtain the necessary pavers.

Landscaping	Potted plants on Loggia and in front of Club are still struggling.	Ongoing. Will be taken on by Field Manager as of 9/25.

-Purchase of promotional yellow mugs as a club asset and to be used as an eco-friendly alternative at	Purchase of mugs fulfilled. Snacks
Misc. Club Operations	the kitchen coffee station	will be billed to Club Operations.
-LD now sets out granola bars and breakfast bars for residents and visitors

Vehicular Gates	Laurel Road Gate operational. Awaiting on confirmation of completion of Border Road gate.	Field team collaborating with
SafeTouch to complete.

POSITIVE (+) OR NEGATIVE (-)

Positive

Positive

COMMENT

Introduction of new annual event: You’ve Been Boo’d running October 1-31st. Residents stated they were really excited to participate and many had their baskets prepped for delivery 1-2 weeks prior to the deadline.

Lifestyle Director seeing an increase in requests for facility rentals.

ACTION TAKEN

If successful, Lifestyle Director will brainstorm ways to expand the event in 2026.

Lifestyle Director is often able to accommodate these requests. She makes all efforts to suggest a desirable date in the event the resident’s requested date is unavailable.

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.

DESCRIPTION OF UPCOMING PROGRAM OR EVENT

1st Annual “You’ve Been Boo’d”

Oktoberfest

Harvest Fest

Design With Wine: Wine Cork Pumpkins

Fall Jams Music Bingo

DATE(S)

October 1st-31st

October 4th

October 11th

October 16th

October 20th

DETAILS
Resident-Only Month-Long Celebration: Residents are anonymously assigned a neighbor to “boo” by creating a festive Halloween basket and leaving it on their doorstep for a surprise, all while remaining unseen.
Homeowner and Under Contract event, beer and soft pretzels provided to attendees, with a comedian performing as well.
Family-friendly resident and Under Contract event. Will have games, spooky snacks, a costume contest, and a hayride.

Homeowners and Under Contract invited to BYOB and use wine corks to create pumpkins that can be used as home decor.

Residents and Under Contract invited to enjoy pastries, with exciting rounds of music bingo. Winners will be provided with fall themed prizes.

FORECAST
Please see descriptions below of upcoming Lifestyle Events in August. 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.

CURRENT ACTION ITEMS

WHO WILL DO THIS?

DUE DATE

Brainstorming ways to further activate the Game Room and	Sydney + NLN Marketing	Ongoing; ideas from Sydney will be evaluated and then
Conference Room	Team	implemented if feasible.

NLN Marketing + Sydney	Event Date: October 18th from 2-5 pm
Execution of That’s Amore Fall Home Tour	Pollock + Alex Murphy	Purpose: Marketing-driven event to increase visibility and traffic to
model homes.

THANK YOU.