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, November 12, 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

1.

1.
2.
3.
4.
5.
6.
7.
8.
9.

Minutes of October 8, 2025, Board of Supervisors’ Meeting Advanced Aquatics Proposal for Midge Fly Treatment at Pond 700 Geopoint Proposal for Phase 2 Surveys
Impact Proposal for Common Area Stake Painting and Tree Straightening NaturZone Proposal for Bee Treatment at Amenity Center
NaturZone Proposal for Millipede Treatment at Amenity Center Peacock Pavers Proposal for Paver Replacement at Clubhouse Fiscal Year 2025 Goals & Objectives Annual Reporting Form Payment Authorization Nos. 115 – 119

10. District Financial Statements

Business Matters
Consideration of Resolution 2026-01, Adopting a Revised Fiscal Year 2025 O&M Budget
Consideration of HVAC Preventative Maintenance Proposals
Conditioned Plumbing



Tri-County Air

Other Business
Staff Reports
District Counsel




District Engineer District Manager
Next meeting: December 10, 2025 Field Manager
Lifestyle Director




Supervisor Requests and Comments
Adjournment

Laurel Road Community Development District

Consent Agenda

Laurel Road Community Development District

Minutes of October 8, 2025, Board of Supervisors’ Meeting

MINUTES OF MEETING

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS’ MEETING
Wednesday, October 8, 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 Jim Schier
Andy Richardson John McKay Sydney Pollock
Bobbi Claybrooke

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

(via phone) (via phone) (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 12:30 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 September 10, 2025, Board of Supervisors’ Meeting

1 | P age 

2.

Addendum Maintenance

to

Landscape

Agreement

with

Impact Landscaping

3.

Maddtraxx Proposal for Sidewalk Cleanup
PFM	District	Management	Fee Decrease Letter

4.

5.

Payment Authorization Nos. 112 – 114
District Financial Statements

6.

The Board reviewed the consent agenda items.

SECOND ORDER OF BUSINESS

Business Matters

Consideration	of	HVAC	Preventative Maintenance Proposals
Conditioned Plumbing




Superior Heating & Cooling Tri-County Air

Ms. Carvalho reviewed the proposals for HVAC preventative maintenance at the clubhouse. The recommendation by Jeff Ramer was to approve the Superior Heating and Cooling proposal and retain them for the various services.

There was brief discussion regarding the proposals and scope of services.

It was noted the frequency of maintenance visits was not specified in the Superior Heating and Cooling proposal.

Mr. Richardson noted the units are not that old and should not have consistent maintenance issues.

The Board noted the proposals should all have the same scope of services and requested clarification.

Mr. Weidemiller noted the proposal does include quarterly filter changes.

Mr. Jackson will follow up with Mr. Ramer to obtain the requested information.

This item was tabled.

2 | P age 

ON MOTION by Mr. Weidemiller, seconded by Mr. Leinaweaver, with all in favor, the Board ratified the Consent Agenda items 1 – 6.

Consideration of Driggers Proposal for Phase 2 Engineering & Inspection

Mr. Panaseny gave an overview of the proposal and noted this is for Phase 2 of Vistera. It is for the geotechnical testing and engineering requirement in the amount of $59,990.00.

Consideration of AM Engineering Change Order Nos. 1 & 2

Ms. Claybrooke gave an overview of the change orders and the increase in cost. She noted there may be reimbursement for the Laurel Road change order.

THIRD ORDER OF BUSINESS

Other Business

Staff Reports

District Counsel –

No report.

District Engineer –

Mr. Williams noted there is a forthcoming contract from CNM for Phase 2. Ms. Claybrooke stated Mr. Panaseny is reviewing and it should be ready
for the Board at the next meeting. It was noted the contract should be between $5 million - $6 million.

It was noted proposals should correctly state Laurel Road CDD.

District Manager –

Ms. Carvalho noted the next Board meeting is scheduled for November 12,

2025. The required annual Ethics Training is due by December 31.

3 | P age 

ON MOTION by Mr. Weidemiller, seconded by Mr. Leinaweaver, with all in favor, the Board authorized the Chair to execute the CNM agreement, once reviewed by the District Engineer and Neil Land Developers, with a not to exceed amount of $6.5 million, and final ratification by the Board.

ON MOTION by Mr. Williams, seconded by Ms. Snow, with all in favor, the Board approved the AM Engineering Change Order Nos. 1 and 2.

ON MOTION by Mr. Williams, seconded by Mr. Blakley, with all in favor, the Board approved the Driggers Proposal for Phase 2 Engineering and Inspection.

Field Manager –

The Board reviewed the bio information of Jeff Ramer, the new field

services representative.

Ms. Carvalho requested the Board to provide expectations for reporting to the District for the Field Manager.

Audience	Comments Requests

and

Supervisor

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. Williams, seconded by Mr. Leinaweaver, with all in favor, the Board of Supervisors’ Meeting for the Laurel Road Community Development District adjourned the meeting at 12:46 p.m.

Laurel Road Community Development District

Advanced Aquatics Proposal for Midge Fly Treatment at Pond 700

ADVANCED AQUATIC SERVICES, Inc.
- MIDGE FLY LARVAL APPLICATION PROPOSAL-

October 2, 2025

Vistera O / M

Laurel Road CDD
c/o PFM Consulting Group, LLC
3501 Quadrangle Boulevard, Suite 270
Orlando, FL 32817

Advanced Aquatic shall perform the work in accordance with the following scope of services:

Provide nuisance aquatic insect control services for Midge Fly Larvae in Pond 700 located at Vistera of Venice. The
total treatment will consist of a four-treatment sequence (scheduled 10-14 days apart).

*We cannot be responsible for flying insects that may enter the area between treatments or from other sites not
being treated.

Advanced Aquatic Services, Inc. shall not be responsible for acts beyond its reasonable control, including but not
limited to adverse soil and/or water quality, or negligence by others including inappropriate engineering or design.
Advanced Aquatic, Services, Inc. shall not be responsible for any hydrologic issues related to the site/property.
Pricing is subject to inventory availability.
Invoices submitted for work completed shall be paid within 30 days of receipt.
Any incidental activity not explicitly mentioned in this proposal is excluded from the scope of work.
This proposal shall be valid for 30 days upon receipt.

Signature:

Title:

Print Name: 	 Date:

www.AdvancedAquatic.com lakes@advancedaquatic.com
292 S. Military Trail, Deerfield Beach, FL 33442
Locations in: Deerfield Beach, Fort Myers, Port St. Lucie, and Clearwater/Tampa 1-800-491-9621

Total $2,400.00

Item Description

Laurel Road Community Development District

Geopoint Proposal for Phase 2 Surveys

October 17, 2025

Andy Richardson
Nealland
5824 Lakewood Ranch Boulevard Sarasota, Florida 34240

RE: Vistera, Phase 2 Proposed FM

Dear Mr. Richardson,

Thank you for selecting GeoPoint Surveying, Inc. to provide Survey services for the above referenced project. Our services under this proposal, which will turn into a binding contract upon your signature (“Contract”), are as follows:

Scope of Services:

A. Boundary Survey (Specific Purpose Survey), Topographic Survey (NAVD 88) and Specific Purpose Wetland Delineation Survey:

Provide necessary field and office work for Nealland (“Client”), to prepare a Boundary Survey for the above referenced project, in accordance with the Standards of Practice set forth by the Florida Board of Professional Land Surveyors in Chapter 5J-17, Florida Administrative Code, pursuant to Section 472-027 Florida Statutes.

GeoPoint will provide necessary field and office work to prepare a Topographic Survey for Nealland (“Client”), (Approximately 50’ grid, or as necessary to define terrain – with a minimum of a 25' overlap – for the above referenced project in accordance with the Standards of Practice set forth by the Florida Board of Professional Land Surveyors in Chapter 5J-17 Florida Administrative Code, pursuant to Section 472.027 Florida Statutes.

Topographic elevation and planimetric feature data will be collected using RTK GPS, Total Station(s), LiDAR, or a combination thereof. When LiDAR is used, we will employ a Riegl VUX-1LR LiDAR sensor or Riegl VZ-2000i sensor operated from a mobile, aerial, or static platform. LiDAR data will be collected with a minimum point density of 15 points per square meter on a single pass, digital color imagery may/will be collected simultaneously and may be used to colorize the LiDAR point cloud for extraction of feature and improvement locations.

Horizontal accuracy of feature and improvement data locations will be verified with field checks performed using conventional or GPS survey methods and will meet the “Positional

213 Hobbs Street, Tampa, FL 33619
Tel: (813) 248-8888 • Fax (813) 248-2266
www.geopointsurvey.com

VISCDDP2 - Survey

Accuracy Standard for Digital Data” (ASPRS, 2014) Class I projects, with a maximum horizontal RMSE of 1.25% of the map scale factor. GeoPoint will locate visible and accessible utilities; all others will be shown as reported by utility companies, if applicable. Offsite topographic surveying, except for the agreed upon overlap, is not included and is subject to additional fees. This proposal does not include any surveying of those areas within mangroves, wetlands, or other protected areas. Note: The Mapping of Agriculture Crop Rows will be limited to the average elevation between the top and bottom of the crop row at an interval determined by the surveyor, and that individual mapping of each and every crop row is NOT INCLUDED.

Elevation data will be obtained by extracting bare earth returns from the LiDAR point cloud. Breaklines will be applied at appropriate locations and a digital surface model will be constructed from elevation points meeting the “Positional Accuracy Standard for Digital Data” (ASPRS, 2014) Vertical Data Accuracy Class II projects, with a maximum RMSE of 0.10’ in non-vegetated terrain. The vertical accuracy of spot elevations in non-vegetated areas at the 95% confidence level will be 0.16’ or less and the vertical accuracy of vegetated areas at the 95% confidence level will be 0.25’ or less. Any areas (not to exceed 10% of the total project area) for which the collected LiDAR data fails to meet the stated accuracy standards, or in which surface features are not readily identifiable, will be delineated on the survey and noted as “interpolated” or “estimated” in accordance with F.A.C. 5J- 17.052(12)(b)(2), or other surveying methods may/will be used to obtain better accuracies within these areas.

The final deliverables will be presented as topographic maps with elevation contours at 1’ intervals and will be tested to verify 0.25’ (or better) horizontal accuracy at the 95% confidence level and compiled to meet requirements for 1’ interval contours (0.60’, or better vertical accuracy at the 95% confidence level), all in accordance with the National Standard for Spatial Data Accuracy (NSSDA) as published by the Federal Geodetic Data Committee (1998).

Provide necessary field and office work to prepare a specific purpose wetland delineation survey for Nealland (“Client”), of those limits and locations established by the client or client's environmental subconsultant, in accordance with the Standards of Practice set forth

by the Florida Board of Professional Land Surveyors in Chapter Administrative Code, pursuant to Section 472-027 Florida Statutes.

5J-17,

Florida

213 Hobbs Street, Tampa, FL 33619
Tel: (813) 248-8888 • Fax (813) 248-2266
www.geopointsurvey.com

FEE Schedule:

If the foregoing and the Terms and Conditions of the Contract in Attachment "A", meets with your approval, please execute the acceptance below and return one copy for our files. We certainly look forward to working with you on this project.

Sincerely,

GeoPoint Surveying, Inc.

Accepted By: Nealland

By:

By:

(Authorized Signature)

(Authorized Signature)

Date:

Charles M. Arnett, P.S.M. Project Manger

(Print Name and Title)

(Print Name and Title)

File Name: J:\Vistera\Contracts\Nealland\Ph 2 proposed FM bndtopowetland jh.CMA 10.08.2025

213 Hobbs Street, Tampa, FL 33619
Tel: (813) 248-8888 • Fax (813) 248-2266
www.geopointsurvey.com

Task

Task Description

0BFee Type

Amount

A

Boundary Survey (Specific Purpose Survey), Topographic Survey (NAVD 88) and
Specific Purpose Wetland Delineation Survey

Lump Sum

$4,500

Page 1 of 2

Attachment "A"
Terms and Conditions

All fees stated in this Contract shall be payable in full, in monthly installments, based on the percentage of work completed in that month, as mutually agreed upon, or, if appropriate, on an hourly basis at GeoPoint Surveying, Inc.’s prevailing hourly rates, subject to any agreed upon limits.

In addition to the fees in this Contract, we charge all out-of-pocket expenses such as photocopying, long distance telephone calls, postage, etc. These expenses will be charged to the Client at GeoPoint Surveying, Inc.’s cost.

Work will be billed on the 20th of each month under the terms of this Contract or upon completion, and GeoPoint Surveying, Inc. shall expect payment by the tenth of the following month. Client shall pay the invoice and statement in accordance with the terms of this Contract and the terms of said statement and invoice. If Client fails to make any payment due GeoPoint Surveying, Inc. for services within 30 days of the invoice date, the amount(s) due shall accrue interest at the rate of 1 ½ percent per annum, and shall be calculated from the first day that the payment is deemed late pursuant to this Section.

In the event this Contract is terminated prior to completion, GeoPoint Surveying, Inc. shall be entitled to payment for services performed as of the date of termination, plus all out-of-pocket expenses.

Client shall indemnify, defend and hold harmless GeoPoint Surveying, Inc., from and against any claims, liabilities, damages, penalties and/or costs (including, without limitation, reasonable attorney’s fees and expenses) GeoPoint Surveying, Inc., may incur as a result of claims in any form by third parties (including, without limitation, governmental agencies and departments) relating to or arising out of this Contract, except to the extent such claims arise from the gross negligence or intentional misconduct of GeoPoint Surveying, Inc.

The prevailing party in any litigation between the parties relating to or arising out of this Contract (including, without limitation, trial, appellate and bankruptcy proceedings) shall recover its reasonable attorney’s fees and costs from the non-prevailing party.

The Client, upon executing this Contract authorizes the work described within the Scope of Services Section of this Contract and does so on behalf of the owner of the subject property, and warrants that the Client has authority to sign the Contract.

All documents, including but not limited to drawings, reports, and electronic data which have been or will be prepared, designed, written or developed by GeoPoint Surveying, Inc., in any form or fashion while rendering services to Client or that pertain to the work performed under this Contract (the “Documents”) are the sole property of GeoPoint Surveying, Inc. Client may not use or modify such Documents on other projects or extensions of this project without the prior written approval of GeoPoint Surveying, Inc. Client agrees that GeoPoint Surveying, Inc. shall be considered the author of the Documents for all purposes and the owner of all the rights comprised in the undivided copyright (and all reissues, renewals and extensions thereof) in and to the Documents and of any and all corresponding intellectual property rights. Notwithstanding any provision in this Contract to the contrary, in the event of a default by Client including, without limitation, any failure to pay amounts due within 30 days of invoice date, GeoPoint Surveying, Inc., shall be entitled to exclusive possession of any and all of the Documents prepared pursuant to this Contract and Client shall have no rights in the Documents.

213 Hobbs Street, Tampa, FL 33619 FL Tel: (813) 248-8888 • Fax (813) 248-2266
www.geopointsurvey.com

Page 2 of 2

Attachment "A"
Terms and Conditions

This Contract and the rights of the signers under this Contract shall be governed by the laws of the State of Florida, without reference to the choice of law principles thereof. The exclusive venue for all actions to enforce or interpret the provisions of this Contract will be courts of the State of Florida or of the United States having jurisdiction over Hillsborough County, Florida. All parties irrevocably waive any objection they may have to the laying of venue of any suit, action or proceeding arising out of or relating hereto brought in any such court, irrevocably waives any claim that any such suit, action or proceeding so brought has been brought in an inconvenient forum, and further waives the right to object that such court does not have jurisdiction over such party.

Your acceptance of this proposal shall constitute a Contract between the Client and GeoPoint Surveying, Inc.

Client agrees not to assign this Contract or any part hereof without the prior written consent of GeoPoint Surveying, Inc. which consent may be withheld by GeoPoint Surveying, Inc. for any reason it deems appropriate in its sole discretion. GeoPoint Surveying, Inc. may assign or transfer this Contract or any of its rights or obligations hereunder without the prior written consent of Client. This Contract shall be binding upon and shall inure to the benefit of the parties and their respective successors and assigns.

Each provision of this Contract will be interpreted in such manner as to be effective and valid under applicable law, but if any provision of this Contract is held to be prohibited by or invalid under applicable law, such provision will be ineffective only to the extent of such prohibition or invalidity, without invalidating the remainder of this Contract.

GeoPoint Surveying, Inc., in furnishing the services under this Contract, is acting only as an independent contractor and shall have the exclusive control of the manner and means of performing the work contracted for hereunder. GeoPoint Surveying, Inc. does not undertake by this Contract or otherwise to perform any obligations of Client, whether regulatory or contractual, or to assume any responsibility for Client’s business or operations. Nothing contained in this Contract shall be construed to create a joint venture or partnership between the parties.

The exhibits and other attachments to this Contract are hereby incorporated by reference and made part hereof. This Contract constitutes the entire understanding of the parties with respect to the subject matter hereof and there are no restrictions, warranties, covenants or undertakings other than those expressly set forth or referred to herein. This Contract may not be modified or amended except by an instrument in writing signed by the party against whom enforcement of any such modification or amendment is sought.

The waiver by either of the parties of breach or violation of any provision of this Contract shall not operate as, or be construed to be, a waiver of any subsequent breach of the same or other provisions hereof.

213 Hobbs Street, Tampa, FL 33619 FL Tel: (813) 248-8888 • Fax (813) 248-2266
www.geopointsurvey.com

Laurel Road Community Development District

Impact Proposal for Common Area Stake Painting and Tree Straightening

Impact Landscaping & Irrigation 311 Sarasota Center Blvd Sarasota, FL 34240
PH: 941-488-7700

Vistera - O and M

PROPOSAL

Name Laurel Road CDD

Pref Vendor & PO

Amy Greco

Address Commons

Sales Rep

11/4/2025

Community Laurel Road CDD

Date

Email
Phone

Approved By
Billable to

Send To
Job # or Name

Budget Limit
Warranty

5175

Irrigation: Open Call

Estimate

Technician for same day install

Scope of Work:

Proposal to straighten trees and paint tree stakes in common areas.

11/5/25

Pete Williams

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

QUANTITY

DESCRIPTION

SIZE

UNIT COST

EXTENDED

4

Straighten trees

$	225.00

$	900.00

77

Trees need stakes Painted per tree price

$	22.50

$	1,732.50

2

5 Gallons of Paint

$	122.50

$	245.00

1

Rollers/Brushes/Tape ETC

$	225.00

$	225.00

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

$	-

ADDITIONAL CHARGES

Grounds Labor $75/Hr

$0.00

$	-

Disposal

$	-

$	-

Heavy Equipment

$	-

$	-

TOTAL

$	3,102.50

Laurel Road Community Development District

NaturZone Proposal for Bee Treatment at Amenity Center

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

Vistera O /M

Agreement for One-Time Pest Service

Client Name:

Laurel Road CDD - Vistera Club

Covered Address(es):

321 Vistera Blvd Nokomis , FL 34275-3920

Billing Address:

# 109446

Office Phone:

Cell Phone:

352-602-4803

Fax:

Contact Name:

Email:

jhamill@triadassocmgmt.com

Scope of Service

NaturZone Pest Control will provide a one-time service as outlined below

Covered Pest:

Bees

Covered Area:

entire club house and pool area

Description of Services:

Knock down bee activity

Special Instructions:

Other:

Service Guarantee

Must check one. If all unchecked there is no retreatment warranty.

None
Retreatment for sighting of live covered pest for 30 days in covered areas at no additional charge Retreatment for sighting of live covered pest for 60 days in covered areas at no additional charge
Includes 1 year warranty on the areas excluded. 1 Year warranty is renewable with payment of renewal fee below. Warranty will be void if exclusion work is removed for any reason (usually the result of re-roofing)

Compensation Due at Time of Service

$ 185.00

Renewal Fee:

All fees are due at time of service and do not include applicable taxes. The Client acknowledges that unless otherwise specified in this agreement
that NaturZone retains ownership of all installed equipment, including but not limited to bait stations and insect light traps.

NaturZone Pest Control Representative:

Eliot Niceswanger

Date:

10/06/2025

Authorized Client Signature:

Date:

Print Name:

Internal Use Only
LS CO - Call  TL	N	LB	N
IT	75	RT	FT
SC

Laurel Road Community Development District

NaturZone Proposal for Millipede Treatment at Amenity Center

1899 Porter Lake Drive, #103, Sarasota, FL 34240
1-866-390-7378

Vistera O/M

info@NaturZone.com

Service Agreement

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 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 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.

4.16.24ah

Internal Use Only
LS CO - Call  TL	N	LB	N
IT	75	RT	FT

Location Name:

Laurel Road CDD - Vistera Club

Covered Address(s):

321 Vistera Blvd Nokomis , FL 34275-3920

Location Contact:

Phone:

Email:

jhamill@triadassocmgmt.com

Billing Company:

# 109446

Billing Address:

Billing Contact:

Phone:

Email:

Tax Exempt:	Yes	No  If yes must attach a copy of certificate.

Business Type: Other (Define)

Scope of Service for Pest Control Services

Covered Areas:

exterior perimeters entire club house and pool area

Covered Pests:

Ants	Roaches	Rats	Spiders	Silverfish	Wasps *for active nests less than 10ft
Other Millipedes

Service Details:

Service Type

Frequency

Service Notes

Qty

Per Service

Pest Control-Perimeter

Twice Annually

entire club house and pool area

$275

...

...

2 times a year treat for Millipededs

...

...

...

...

...

...

...

...

Routine Service includes treatment of high risk areas including but not limited to:

Current Pest Pressures:

Millipedes

Preventative Rodent Details:
Install new stations on property. Special Instructions:
Retrofit existing stations. Special Instructions:
No exterior rodent control included.

Other:

Tech will provide service reports after each service. Service Reports will be emailed.

Service Guarantee:

Call-back service for covered pests and areas at no additional charge.

Compensation

Authorization

Initial Service Fee

NaturZone Representative:

Eliot Niceswanger

Date:

10/06/2025

$ 275.00

Authorized Client Signature:

Date:

Per Service Fee Thereafter:

Print Name:

$ 275.00

Return Signed Agreement To:

Eliot Niceswanger

Laurel Road Community Development District

Peacock Pavers Proposal for Paver Replacement at Clubhouse

Laurel Rd CDD - O and M

Quotation

DATE:

11/6/2025

QUOTE #:

31567

EXPIRATION DATE:

12/6/2025

PREPARED BY:

Suzanne Wall

Terms to Begin Production:
Signed Quote
Signed Terms and Conditions
60% Deposit Required

Signature: 	

Date:

1

Item

Description

Qty

Rate

Amt

NOTE

Vistera Pavers Cont. SO13614

0 EA

$0.00

$0.00

C21

Champagne 1-3/4" x 11-1/2" x 11-1/2" Square Edge (10 pieces)

10 SF

$10.00

$100.00

C28

Champagne 1-3/4" x 11-1/2" x 23-1/2" Square Edge (10 pieces)

20 SF

$9.25

$185.00

RD1

EAP Regular Duty Sealer - 1 Gallon - RECOMMENDED SEALER

1 EA

$168.00

$168.00

P1

30" Vertical Pallet

1 EA

$79.00

$79.00

Shipping Disclaimer

SHIPPING CHARGES ARE NOT INCLUDED.

0

$0.00

$0.00

SUBTOTAL

$532.00

TAX

$0.00

TOTAL

$532.00

SHIP TO

Jeff Ramer Laurel Road CDD
Vistera Commons
3501 Quadrangle Blvd. Ste 270
Orlando, FL 32817 United States
jramer@nealland.com 941.376.8496

BILL TO

Jeff Ramer Laurel Road CDD
Vistera Commons
3501 Quadrangle Blvd. Ste 270
Orlando, FL 32817 United States 941.376.8496
jramer@nealland.com

Laurel Road Community Development District

Fiscal Year 2025 Goals & Objectives Annual Reporting Form

10/28/2025

Laurel Road Community Development District

Payment Authorization Nos. 115 – 119

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT
Payment Authorizations Nos. 115 - 119

PA #

Description

Amount

Total

115

Advanced Aquatic Services

$	1,888.00

Alsco Uniforms

$	69.56

Clean Sweep Parking Lot Maintenance

$	950.00

Comcast Business

$	194.95

Doody Free 941

$	234.00

FPL

$	3,224.85

GreatAmerica Financial Services

$	130.99

$	238.17

Jan-Pro of Manasota

$	1,325.67

NaturZone

$	210.00

PFM Group Consulting

$	250.00

PFM Ginancial Advisors

$	500.00

S&G Pools

$	1,552.00

Southern Land Services of SW Florida

$	5,900.00

TieTechnology

$	73.38

Valley

$	1,354.15

$	767.85

WTS International

$	2,177.50

$21,041.07

116

Advanced Aquatic Services

$	1,800.00

Alsco Uniforms

$	69.56

Florida Centerline Group

$	461.40

FloridaCommerce

$	175.00

Gannett Florida LocaliQ

$	158.75

Impact Landscaping & Irrigation

$	15,334.67

$	1,986.00

$	3,535.41

Jan-Pro of Manasota

$	83.38

PFM Group Consulting

$	2.94

Rayco Electric

$	225.00

Supervisor Fees

$	200.00

$	200.00

$	200.00

$	200.00

$	200.00

Verizon Business

$	74.90

Vglobal Tech

$	300.00

$	160.00

Vogler Ashton

$	1,358.00

WTS International

$	2,342.90

$	330.75

$29,398.66

117

Comcast Business

$	1,414.40

$	194.95

Daystar Exterior Cleaning

$	1,530.00

FPL

$	15.30

$	14.35

$	1,428.09

$	1,338.84

$	23.46

$	21.99

$	20.95

$	19.65

NaturZone

$	185.00

PFM Group Consulting

$	36.95

$	36.95

$6,280.88

118

City of Venice

$	1,693.15

$	390.73

$	5.92

$	1.36

$	15.78

$	3.64

$	189.15

$	43.65

$	10.96

$	2.53

$	122.90

$	28.36

$	550.45

$	127.03

$	174.33

$	40.23

$	3.09

$	0.71

$	703.11

$	162.25

$	260.43

$	60.10

$	1,218.96

$	281.30

Navitas Credit Corp

$	2,465.17

PFM Group Consulting

$	4,625.00

Pye Barker Fire & Safety

$	710.00

Safetouch

$	942.92

$	1,538.46

$	1,538.46

$	1,064.36

TECO

$	16.97

$	26.10

WTS International

$	504.31

$	1,849.12

$21,370.99

119

Alsco Uniforms

$	69.56

Comcast Business

$	194.95

FPL

$	491.86

$	2,754.39

GreatAmerica Financial Services

$	369.16

Tyree Brown, Arborist

$	500.00

$4,379.92

Total

$82,471.52

Laurel Road Community Development District

District Financial Statements

Laurel Road
Community Development District
September 2025 Financial Package

September 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 9/30/2025

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

$

130,865.93
12,053.04
13,373.18
4,350.00

$

130,865.93
12,053.04
13,373.18
4,350.00
326,871.88
93,203.12
275,775.26
3,381.82
161.56
438,910.97
352,656.86
11.58
50.00

$

326,871.88
93,203.12
275,775.26
3,381.82
161.56
438,910.97

$

352,656.86
11.58
50.00

$

160,642.15

$

1,138,304.61

$

352,718.44

$

-

$

1,651,665.20

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

$

1,138,304.61
15,021,695.39

$

1,138,304.61
15,021,695.39

$

-

$

-

$

-

$

16,160,000.00

$

16,160,000.00

$

160,642.15

$

1,138,304.61

$

352,718.44

$

16,160,000.00

$

17,811,665.20

Total Assets

Page 1 of 8

Laurel Road CDD
Statement of Financial Position As of 9/30/2025

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

$

43,391.24
689.68

$

43,391.24
689.68
320,668.66
91,992.19

$

320,668.66
91,992.19

$

44,080.92

$

-

$

412,660.85

$

-

$

456,741.77

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

$

44,080.92

$

-

$

412,660.85

$

16,160,000.00

$

16,616,741.77

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

$

(6,959.05)
(9,586.28)

$

(6,959.05)
(9,586.28)

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

194,134.98
(61,028.42)

194,134.98
(61,028.42)

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$

1,568,510.64
(430,206.03)

1,568,510.64
(430,206.03)

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$

(146,827.60)
86,885.19

(146,827.60)
86,885.19

Total Net Assets

$

116,561.23

$

1,138,304.61

$

(59,942.41)

$

-

$

1,194,923.43

Total Liabilities and Net Assets

$

160,642.15

$

1,138,304.61

$

352,718.44

$

16,160,000.00

$

17,811,665.20

Page 2 of 8

Laurel Road CDD Statement of Activities As of 9/30/2025

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

$

449,747.52
211,135.20
939.67
624.52

$

449,747.52
211,135.20
939.67
624.52
663,806.90
2,735,997.35
1,813,070.75
654,224.50
(624.52)

$

663,806.90
2,735,997.35

$

1,813,070.75
654,224.50
(624.52)

$

662,446.91

$

3,399,804.25

$

2,466,670.73

$

-

$

6,528,921.89

Expenses

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

$

10,400.00
2,708.00
4,244.31
52,800.00
12,500.00
7,460.00
1,000.00
6,713.50
5,500.00
500.00
5,600.00
441.89
159.92
4,582.00
2,196.59
301.04
3,000.00
152.87
175.00
43,577.87

$

10,400.00
2,708.00
4,244.31
52,800.00
12,500.00
7,460.00
1,000.00
6,713.50
5,500.00
500.00
5,600.00
441.89
159.92
4,582.00
2,196.59
301.04
3,000.00
152.87
175.00
43,577.87

Page 3 of 8

Laurel Road CDD Statement of Activities As of 9/30/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Resident Services Electric 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
Amenity - Fireplaces and Barbecue Gate Internet Service
General Insurance
Property & Casualty Insurance Irrigation
Lake Maintenance
Landscaping Maintenance & Material Landscape Improvements
Fertilizer / Pesticides Contingency
Gate - Repairs & Maintenance
Capital Expenditures

$

13,379.11
644.14
12,676.43
23,979.73
3,812.61
18,819.24
13,100.00
1,940.86
6,076.50
23,395.84
1,680.00
10,864.00
23,971.76
2,092.00
29,996.43
5,092.48
3,651.84
9,035.04
5,274.54
778.52
223.37
889.68
3,574.46
7.59
2,711.23
3,309.00
23,491.00
30,816.70
25,126.00
170,502.69
29,812.50
20,000.00
12,587.91
34.98
9,586.28
Page 4 of 8

$

13,379.11
644.14
12,676.43
23,979.73
3,812.61
18,819.24
13,100.00
1,940.86
6,076.50
23,395.84
1,680.00
10,864.00
23,971.76
2,092.00
29,996.43
5,092.48
3,651.84
9,035.04
5,274.54
778.52
223.37
889.68
3,574.46
7.59
2,711.23
3,309.00
23,491.00
30,816.70
25,126.00
170,502.69
29,812.50
20,000.00
12,587.91
34.98
9,586.28

Laurel Road CDD Statement of Activities As of 9/30/2025

Debt Service Fund

Capital Projects Fund

General Fund

Long-Term Debt

Total

Street Sweeping Streetlights
Series 2021 A1 Principal Payments Series 2021 A2 Principal Payments Series 2021 A1 Interest Payments Series 2021 A2 Interest Payments Engineering
Contingency
Total Expenses

$

10,925.00
36,899.15

$

10,925.00
36,899.15
255,000.00
3,005,000.00
404,092.50
218,710.94
203,894.45
2,177,031.00

$

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

$

203,894.45
2,177,031.00

$

754,771.60

$

3,882,803.44

$

2,380,925.45

$

-

$

7,018,500.49

Other Revenues (Expenses) & Gains (Losses)

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

$

21,709.99

$

21,709.99
52,793.16
1,139.91

$

52,793.16

$

1,139.91

$

21,709.99

$

52,793.16

$

1,139.91

$

-

$

75,643.06

Change In Net Assets

$

(70,614.70)

$

(430,206.03)

$

86,885.19

$

-

$

(413,935.54)

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

$

116,561.23

$

1,138,304.61

$

(59,942.41)

$

-

$

1,194,923.43

Page 5 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 9/30/2025

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

$

449,747.52
211,135.20
- 939.67
50,000.00

$

430,616.46
211,135.21
500.00
- 50,000.00

$

19,131.06
(0.01)
(500.00)
939.67
-

$

430,616.46
211,135.21
500.00
- 50,000.00

104.44%
100.00%
0.00%

100.00%

$

711,822.39

$

692,251.67

$

19,570.72

$

692,251.67

102.83%

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 Holiday Decorations Dues, Licenses, and Fees Maintenance Staff Lifestyle Staff
Resident Services
Total General & Administrative Expenses

$

10,400.00
2,708.00
4,244.31
52,800.00
12,500.00
7,460.00
1,000.00
6,713.50
5,500.00
500.00
5,600.00
- 441.89
- 159.92
4,582.00
2,196.59
301.04
3,000.00
152.87
175.00
- 43,577.87
13,379.11

$

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

$

(1,600.00)
(287.00)
244.31
-
- (5,040.00)
- (13,286.50)
- 375.00
- (500.00)
441.89
(700.00)
(340.08)
(3,418.00)
1,596.59
(198.96)
- 152.87
- (20,000.00)
(6,422.13)
3,379.11

$

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

86.67%
90.42%
106.11%
100.00%
100.00%
59.68%
100.00%
33.57%
100.00%
400.00%
100.00%
0.00%

0.00%
31.98%
57.28%
366.10%
60.21%
100.00%

100.00%
0.00%
87.16%
133.79%

$

177,392.10

$

222,995.00

$

(45,602.90)

$

222,995.00

79.55%

Page 6 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 9/30/2025

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)

$

483.11
2,859.46
18,819.24
13,100.00
- 2,711.23
2,481.75
17,618.25
23,112.53
18,844.50
127,877.02
22,359.38
15,000.00
12,587.91
34.98
7,189.71
10,925.00
- 27,674.36
-

$

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

$

(7,016.90)
(890.54)
18,819.24
8,100.00
(2,500.00)
2,711.23
(263.25)
17,618.25
8,112.53
3,139.50
47,877.02
7,359.38
15,000.00
2,587.91
(7,465.02)
2,189.71
(1,075.00)
(200.00)
(2,565.64)
(2,500.00)

$

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

6.44%
76.25%

262.00%
0.00%

90.41%

154.08%
119.99%
159.85%
149.06%

125.88%
0.47%
143.79%
91.04%
0.00%
91.52%
0.00%

$

323,678.41

$

214,640.00

$

109,038.41

$

214,640.00

150.80%

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)

$

161.04
953.15
827.25
5,872.75
7,704.18
6,281.50
42,625.67
7,453.13
5,000.00
2,396.57
9,224.79

$

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

$

(2,338.97)
(296.85)
(87.75)
5,872.75
2,704.18
1,046.50
15,959.00
2,453.13
5,000.00
(103.43)
(855.21)

$

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

6.44%
76.25%
90.41%

154.08%
119.99%
159.85%
149.06%

95.86%
91.52%

$

88,500.02

$

59,146.67

$

29,353.35

$

59,146.67

149.63%

Page 7 of 8

Laurel Road CDD
Budget to Actual
For the Month Ending 9/30/2025

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
Amenity - Fireplaces and Barbecue
Total Vistera - Amenity Expenses

$

12,676.43
23,979.73
1,940.86
6,076.50
23,395.84
1,680.00
10,864.00
223.37
23,971.76
2,092.00
29,996.43
5,092.48
3,651.84
9,035.04
5,274.54
778.52
889.68
3,574.46
7.59

$

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
-
-
-

$

2,676.43
8,979.73
(6,819.14)
(6,923.50)
3,395.84
(8,320.00)
(10,421.00)
(776.63)
8,971.76
(408.00)
996.43
(5,307.52)
(8,348.16)
(15,964.96)
4,249.54
(721.48)
889.68
3,574.46
7.59

$

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
-
-
-

126.76%
159.86%
22.16%
46.74%
116.98%
16.80%
51.04%
22.34%
159.81%
83.68%
103.44%
48.97%
30.43%
36.14%
514.59%
51.90%

$

165,201.07

$

195,470.00

$

(30,268.93)

$

195,470.00

84.51%

Total Expenses

 $	754,771.60 

 $  692,251.67 

 $	62,519.93 

 $  692,251.67 

	109.03%

Other Revenues (Expenses) & Gains (Losses)

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

$

21,709.99

$

-

$

21,709.99

$

-

$

21,709.99

$

-

$

21,709.99

$

-

Net Income (Loss)

$

(21,239.22)

$

-

$

(21,239.22)

$

-

Page 8 of 8

Laurel Road Community Development District

Consideration of Resolution 2026-01, Adopting a Revised Fiscal Year 2025 O&M Budget

RESOLUTION 2026-01

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LAUREL
ROAD COMMUNITY DEVELOPMENT DISTRICT ADOPTING AN AMENDED GENERAL FUND BUDGET FOR FISCAL YEAR 2024/2025, PROVIDING FOR APPROPRIATIONS; ADDRESSING CONFLICTS AND SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, on August 14, 2024, the Board of Supervisors (“Board”) of the Laurel Road
Community Development District (“District”), adopted Resolution 2024-10 providing for the adoption of the District’s fiscal year 2024/2025 annual budget (“Budget”); and

WHEREAS, the District Manager, at the direction of the Board, has prepared an amended
Budget, to reflect changes in the actual appropriations of the Budget; and

WHEREAS, Chapters 189 and 190, Florida Statutes, and Section 3 of Resolution 2024-10
authorize the Board to amend the Budget; and

WHEREAS, the Board finds that it is in the best interest of the District and its landowners
to amend the Budget to reflect the actual appropriations.

NOW,  THEREFORE,  BE  IT  RESOLVED  BY  THE  BOARD  OF

SUPERVISORS

OF

THE

LAUREL

ROAD

COMMUNITY

DEVELOPMENT DISTRICT:

1.

BUDGET AMENDMENT.

a.

The Board has reviewed the District Manager’s proposed amended Budget, copies
of which are on file with the office of the District Manager and at the District’s Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

b.

The amended Budget attached hereto as Exhibit “A” and incorporated herein by
reference as further amended by the Board is hereby adopted in accordance with the provisions of section 189.016(6), Florida Statutes; provided, however, that the comparative figures contained in the amended Budget as adopted by the Board (together, “Adopted Annual Budget”) may be further revised as deemed necessary by the District Manager to further reflect actual revenues and expenditures for fiscal year 2024/2025.

c.

The Adopted Annual Budget shall be maintained in the office of the District
Manager and the District Records Office and identified as “The Adopted Budget for the Laurel Road Community Development District for the fiscal year ending

September 30, 2025, as amended and adopted by the Board of Supervisors
effective November 12, 2025.”

2.

APPROPRIATIONS.	There is hereby appropriated out of the revenues of the

District, the fiscal year beginning October 1, 2024, and ending September 30, 2025, the sums set
forth below, raised by the levy of special assessments and otherwise, which sums are deemed by the Board of Supervisors to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND

$	

DEBT SERVICE FUND – SERIES 2021A-1

$	

DEBT SERVICE FUND – SERIES 2021A-2

$	

TOTAL ALL FUNDS

$	

3.

CONFLICTS. This Resolution is intended to amend, in part, Resolution 2024-10,

which remains in full force and effect except as otherwise provided herein. All terms of Resolution
2023-13 that are not amended by this Resolution apply to the Adopted Annual Budget as if those terms were fully set forth herein. All District resolutions or parts thereof in actual conflict with this Resolution are, to the extent of such conflict, superseded and repealed.

4.

SEVERABILITY. The invalidity or unenforceability of any one or more provisions of

this Resolution shall not affect the validity or enforceability of the remaining portions of this
Resolution, or any part thereof.

5.

EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption

of this Resolution by the Board.

Introduced, considered favorably, and adopted this 12th day of November 2025.

ATTEST:

LAUREL ROAD COMMUNITY DEVELOPMENT
DISTRICT

Secretary/Assistant Secretary

Chairman/Vice Chairman

Exhibit A:

Amended Fiscal Year 2024/2025 Budget

Exhibit A
Amended Fiscal Year 2024/2025 Budget

[See attached]

Laurel Road CDD
FY 2025 Proposed Revised Budget

FY 2025
Proposed Revised Budget

FY 2025
Adopted Budget

YTD Actual

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

$

449,747.52
211,135.20
- 939.67
50,000.00

$

430,616.46
211,135.21
500.00
- 50,000.00

$

430,616.46
211,135.21
- 939.67
50,000.00

$

711,822.39

$

692,251.67

$

692,691.34

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 Holiday Decorations Dues, Licenses, and Fees Maintenance Staff Lifestyle Staff
Resident Services
Total General & Administrative Expenses

$

10,400.00
2,708.00
4,244.31
52,800.00
12,500.00
7,460.00
1,000.00
6,713.50
5,500.00
500.00
5,600.00
- 441.89
- 159.92
4,582.00
2,196.59
301.04
3,000.00
152.87
175.00
- 43,577.87
13,379.11

$

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

$

10,400.00
2,708.00
4,000.00
52,800.00
12,500.00
6,781.82
909.09
6,103.18
5,000.00
454.55
5,090.91
- 401.72
- 145.38
4,165.45
1,996.90
273.67
2,727.27
138.97
159.09
- 39,616.25
12,162.83

$

177,392.10

$

222,995.00

$

168,535.08

Laurel Road CDD
FY 2025 Proposed Revised Budget

FY 2025
Proposed Revised Budget

FY 2025
Adopted Budget

YTD Actual

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)

$

483.11
2,859.46
18,819.24
13,100.00
- 2,711.23
2,481.75
17,618.25
23,112.53
18,844.50
127,877.02
22,359.38
15,000.00
12,587.91
34.98
7,189.71
10,925.00
- 27,674.36
-

$

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

$

439.19
2,599.51
17,108.40
11,909.09
- 2,464.75
2,256.14
16,016.59
21,011.39
17,131.36
116,251.83
20,326.70
13,636.36
11,443.55
31.80
6,536.10
9,931.82
- 25,158.51
-

$

323,678.41

$

214,640.00

$

294,253.10

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)

$

161.04
953.15
827.25
5,872.75
7,704.18
6,281.50
42,625.67
7,453.13
5,000.00
2,396.57
9,224.79

$

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

$

146.40
866.50
752.05
5,338.86
7,165.23
6,281.50
42,625.67
7,453.13
5,000.00
2,396.57
8,386.17

$

88,500.02

$

59,146.67

$

86,412.07

Laurel Road CDD
FY 2025 Proposed Revised Budget

FY 2025
Proposed Revised Budget

FY 2025
Adopted Budget

YTD Actual

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
Amenity - Fireplaces and Barbecue
Total Vistera - Amenity Expenses

$

12,676.43
23,979.73
1,940.86
6,076.50
23,395.84
1,680.00
10,864.00
223.37
23,971.76
2,092.00
29,996.43
5,092.48
3,651.84
9,035.04
5,274.54
778.52
889.68
3,574.46
7.59

$

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
-
-
-

$

12,676.43
23,979.73
1,940.86
6,076.50
23,395.84
1,680.00
10,864.00
223.37
23,971.76
2,092.00
29,996.43
5,092.48
3,651.84
9,035.04
5,274.54
778.52
889.68
3,574.46
7.59

$

165,201.07

$

195,470.00

$

165,201.07

Total Expenses

 $	754,771.60 

 $	692,251.67 

 $	714,401.33 

Other Revenues (Expenses) & Gains (Losses)

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

$

21,709.99

$

-

$

21,709.99

$

21,709.99

$

-

$

21,709.99

Net Income (Loss)

$

(21,239.22)

$

-

$

-

Laurel Road Community Development District

Consideration of HVAC Preventative Maintenance Proposals

Conditioned Plumbing
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

The following services are included for the above location

For your convenience, we oﬀer online payments (Visa, MC, AMEX	Total Cost: $ $196.00.00
and Discover) at www.conditionedair.com (Click on "Pay Now"), or

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

call (239) 643-2445. You authorize Conditioned Air to Keep you
Payment Method on File and to automatically charge your payment when this agreement renews.

IMAGE

NAME

DESCRIPTION

QTY

PRICE

TOTAL

PMA - BASE PLUMBING PLANNED MAINTENANCE PROGRAM ANNUAL
BILLING - Combined with HVAC PMA

BASE PLUMBING PMA COMBINED WITH HVAC PMA
- 1x/year

Drain and Flush Hot Water Heater Inspect Heating Element
Exercise Pressure Relief Valve
Inspect All Sinks for Leaks
Inspect All Toilets for Leaks
Inspect Outside Water Meter
Inspect Outside Hose Bibs
Take Water Pressure Reading
Take Water Sample and Provide Water Quality Report Clean and Tighten Connections Document and Make Recommendations

1

$196.00

$196.00

Note: The homeowner is responsible for the scheduling of planned maintenance visits. Conditioned Air will notify you of your visit a minimum of 30 days prior to the visit by an auto generated text, phone message, and/or email. Or you may call (239) 643-2445 to schedule your service. If you have a home watch or access person please have them contact us on your behalf.

TERMS AND CONDITIONS OF AGREEMENT:

This agreement will continue from year to year and automatically renew at the anniversary date of the agreement at Conditioned Air’s current rates. In accordance with Florida Statute §501.165:
Notiﬁcation shall be provided to the consumer no less than 30 days or no more than 60 days before the cancellation deadline pursuant to the automatic renewal provision, to the customers email on ﬁle.
This contract will automatically renew unless consumer cancels the contract within this time frame.
Scheduling
It is the responsibility of the customer to schedule the services with Conditioned Air, enumerated in this agreement service can be scheduled by contacting Conditioned Air at 239 643-2445.
Conditioned Air will make good faith eﬀort to schedule the services with the customer by email, text, and phone. Should the customer fail to respond to the request to schedule service the customer will be solely liable for the failure to complete services under this agreement.
Customer agrees to promptly notify Conditioned Air dba Conditioned Plumbing (Company) of any unusual operating conditions of the subject equipment. Said customer further agrees to promptly notify Company of any suspected malfunction or defect in the equipment and to report same promptly to Company at its oﬃce.
Customer agrees not to move or relocate equipment from location listed on reverse side without written consent of Company. In the event customer fails to obtain such consent, Company at its option may cancel this entire agreement or refuse to maintenance the equipment.
Customer agrees to permit our personnel the use of his common building maintenance tools, such as ladders, etc.
If the equipment requires the use of, or produces as a byproduct of operation, water, either re-circulated or otherwise, the water thus used or produced may become contaminated or cause corrosion. Neither the extent or nature of such contamination or corrosion can be predicted in advance, therefore, the Company hereby assumes no liabilities for either the quality or condition of the water or for any damage that it may cause. Customer understands that this agreement does not cover the replacement or repair of any part of the subject equipment which is caused by water contamination, corrosion, or any cause attributable to the use of water by the equipment, whether as to ordinary wear and use or otherwise.
The Customer cannot assign or transfer this agreement without the prior written consent of Company and no modiﬁcations, additions or changes may be made to this agreement except in writing, signed by the parties. This instrument contains the entire agreement between the parties hereto.
Company reserves the right to, at any time, in its sole and absolute discretion to remove any part or equipment that it ﬁnds to be economically unsound for further planned maintenance services.
Company shall not be required to furnish any items of equipment, labor or other services, which are recommended or required by insurance companies or any governmental agency, including the conducting of any test required by any of the foregoing.
This agreement applies to the equipment enumerated, on the equipment list and not to ﬁxtures in which they are contained nor to hardware, trays, defrosting pans, block tins, ducts, plumbing, electrical wiring, casings, pans, defrost heaters, nor to deterioration of housing, casings, frames, or other items due to corrosion.
This agreement does not include any repairs made necessary because of equipment failure, part failure, misuse, ﬁre, water, accident, negligence, acts of God, labor disputes, freeze ups of any kind, or to any repairs or replacements even if caused by the negligence or want of care of the Customer in operating or maintaining the equipment.
Company assumes no liability for delays or failures here under caused by any of the foregoing or for any causes whatsoever for damages resulting from delays in performing the service hereunder or for any consequential damage whatsoever. If maintenance tasks require any alterations or additions to structure or property, the company will have no obligation to complete the task.
The customer is solely responsible for the set point of the hot water heater, and the Company assumes no liability under any legal theory for damages or injuries related to the improper set point of the hot water temperature.
Company shall not be liable for any loss, damage, consequential damages, negligence, breach of contract or any other damages of any nature based upon express warranty, implied warranty, or other legal theory due to the nonoperation or malfunction of the equipment. including damage to property or personal injury caused by the equipment, unless said malfunction or nonoperation of said equipment is due solely to the negligence of Company.
The express warranties contained herein are in lieu of any and all other warranties, express or implied, including any warranty or merchantability or ﬁtness for a particular use. Without limitation, Company shall be liable upon any warranty theory; express or implied, regarding the manufacture or operation of any equipment installed by it with the exception that Company shall cause same to be repaired and shall be liable for no other damages except as speciﬁed herein. Company thus disclaims any implied warranty of any nature whatsoever.
Company shall not be responsible for any delay or failure to render the services or to make delivery of any merchandise as set forth herein due to Federal, State or Municipal actions or regulations; strikes or other labor troubles; ﬁres, embargoes, accidents, war or any other causes, contingent to or circumstances beyond the control of Company, and/or which make the fulﬁllment of this agreement impractical. On removal of the cause of such failure or interruption, performance shall be resumed pursuant to the terms as set forth herein.
The company oﬀers no warranty under any legal theory for the performance of the planned maintenance services enumerated in this agreement.
The standard of workmanship hereunder shall be that which is reasonable and customary in the industry.
Company shall not be liable for any damages whatsoever which are occasioned by defective design, defective materials, defective operation of malfunctions of equipment or for any equipment which the owner speciﬁes or which is designed by the owner's instructions or speciﬁcations. Neither shall Company be liable for any design malfunction of any person or for faulty plans and speciﬁcations.
The Customer agrees to pay as an addition to the price herein above set forth, the amount of any present and future taxes or any other governmental charges now or hereafter imposed by existing or future laws with respect to the transfer, use, ownership or possession of the equipment to which the agreement relates.
Both the Customer and the Company acknowledge and agree that mold or mildew, of any type whatsoever is a naturally occurring organism and can grow or occur in and/ or on the equipment enumerated on the equipment list (the "equipment") or within any of the other related components of the Customer's air conditioning system (the "system"). The Customer and the Company acknowledge and agree that while the Company will perform the maintenance called for in the Agreements in a careful and prudent manner, such maintenances will not necessarily prevent, nor are they intended to prevent, nor are they for the remediation of any mold or mildew in or on the equipment or the system. The Company shall not be liable for any personal injury or property damage loss of any kind or nature, based upon the presence of any mold or mildew in the equipment or system in the Customer's residence or place of business as case may be.
Cancellation
Notice of Cancellation requests may either be made in writing, or by calling Conditioned Air at: 3786 Mercantile Avenue, Naples FL 34104
(239) 643-2445
In the event the customer cancels this agreement after the renewal date. and to the extent the company has delivered services or made good faith attempts to schedule the services the customer will not be entitled to any refund
To the extent services are not due and the customer cancels the agreement Conditioned Air will Calculate the prorate remaining costs for services rendered to through the date of cancelation, which will result in a one-time charge for unpaid services plus a 10% administrative fee, or a refund for the remaining services under the agreement less a 10% administrative fee. The company will process this payment or refund within 10 days of the notice of cancellation.
Amendments to Terms and Conditions - We reserve the right to change these Terms and Conditions at any time.
Non-waiver - Any failure by us to act upon any breach of these Terms and Conditions shall not be deemed to constitute a waiver of any subsequent breach of that or any other term or condition, or of any right to thereafter enforce these Terms and Conditions.
Acceptance of Terms and Conditions
By accessing, using, or continuing to engage with the services described herein, you acknowledge that you have received, reviewed, and agreed to the terms and conditions set forth in this agreement. Your continued engagement with the services will be deemed as your acceptance of these terms, without the need for a physical or electronic signature.

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

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.

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.

Laurel Road Community Development District

Staff Reports

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

LIFESTYLE PROGRAMS AND EVENTS

3. Harvest Fest

1. 1st Annual ‘You’ve Been Boo’d’

2. Oktoberfest

Month-long Homeowner only event
Residents signed up to participate in our first annual ‘You’ve Been Boo’d’ basket delivery. Once signed up, they were asked to create a festive basket with goods from their local preferred store, to secretly deliver to a neighbor assigned to them by the Lifestyle Director.

Homeowner and Under Contract event. Attendees enjoyed German-inspired beers, soft pretzels, and a live comedian in observance of the popular German celebration.
21+ Event

Homeowner and Under Contract event.
Family friendly event
Attendees enjoyed a hayride, costume contest, pumpkin painting, mask crafting, and fall inspired games.

LIFESTYLE PROGRAMS AND EVENTS

4. Design With Wine: Wine Cork Pumpkins

5. Fall Jams Music Bingo

Homeowner event
Attendees played a fun twist on traditional bingo, featuring fall-themed songs.
When a song title was played and appeared on their bingo card, they could mark it off, aiming for patterns like five in a row, postage stamp, or coverall.

Homeowner and Under Contract event
Crafting event held in the Game Room, where attendees created festive fall pumpkins using hot glue, wine corks, paint, and felt.

EVENT HIGHLIGHTS CONTINUED

Oktoberfest
25 residents, their guests, and under-contract attendees enjoyed three delicious German beers: Becks, Greenbench Festbier, and Coppertail Oktoberfest Bier, provided by Gulf Coast Eagle Distributing. The evening was full of soft pretzels, lively polka dancing, and plenty of laughs thanks to comedian Mark Evans from Southern Not Stupid Comedy. Guests of residents noted that they thought Sydney does a great job with event design and execution.

1st Annual You’ve Been Boo’d:

14 resident households got into the Halloween spirit for our 1st Annual You’ve Been Boo’d tradition, and the fun didn’t stop there. One inventive neighbor went all out, dressing up as a horse to deliver his basket, while resident security footage caught the mysterious masked “bandit” in action. Laughter, surprises, and a few spooky moments made this year’s Boo’ing one to remember! Resident feedback: “This has been fun!” ; “ We got our basket tonight! So cute and full of all our favorites”.

EVENT HIGHLIGHTS

Harvest Fest
30 residents and under-contract attendees celebrated the season with a hayride, pumpkin painting, and a lively costume contest. Kids enjoyed a variety of games, including a Mummy Wrap, a “left-right-center” style pumpkin-passing game, and a classic apple-biting challenge where they had to catch an apple on a string without using their hands. Parents shared that they “loved the apple-biting game so much, they planned to play it at home too. “

Design With Wine: Wine Cork Pumpkins
5 residents and 2 under-contract guests joined the Lifestyle Director for a guided craft night, learning how to assemble pumpkins from wine corks into charming fall décor. The event gave current homeowners a chance to connect and bond with future neighbors, who were set to close on their new home just one week later, making the evening even more special.

EVENT HIGHLIGHTS

Fall Jams Music Bingo
10 residents enjoyed a lively game of Music Bingo featuring a fall-themed soundtrack and seasonal prizes, including cozy socks, blankets, and mugs. Everyone loved the fun twist on a classic game, though some suggested adding a few more recognizable hits from the 1960s, as they were more familiar with those songs.

From resident Tracie G. “Music Bingo was very fun!”

1st Marketing Event: That’s Amore Fall Home Tour

Public event to drive traffic into the sales models
50 Prospective homeowners and residents enjoyed a unique food or craft activation in each of the model homes to prompt touring of each home.
Scavenger Hunt: Attendees received a Passport upon check in, which prompted them to look for a letter or symbol in each of the model homes, to allow them to decode a phrase for an opportunity to win the giveaway.
Craft Activations: Wine Stem Wreaths, Mulling Spice Jars, Photobooth with Photo Frames
Food Activations: S’mores, Apple Cider and Pumpkin Loaf, Mini Apple Pies, Charcuterie Boards
The Club boasted Apple Cider donuts, DIY Fall Flower Coasters, and fresh popcorn

The Model Parking Lot Served as the Event Hub. Within the Model Parking Lot:
Kid’s Coloring Competition Check-In Table
Breaking Wave Coffee Cart serving up seasonal fall drinks DJ

Event Photos: That’s Amore Fall Home Tour

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 - 1,840 (8.36% increase from September)
12.34
10.4

Average 12.75 visits
Average 16.75 visits

Average 10.6 visits

Average 10.4 visits
Average 12.2 visits
Average 8.75 visits
Average 12 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.

The front door remains unlocked from 9:00 AM to 5:00 PM while the Lifestyle Director is on site. As a result, scan data may appear blank or skewed when the door is opened during this period.

Events were held on 3 Saturdays this month - 10/4, 10/11, and 10/18. The front door was left unlocked so scan data may be missing or skewed during these dates.

Sydney is seeing increased visits from Prospective homeowners in the month of October.

183 registered residents in Proptia as of 11/1/25

FACILITY OPERATIONS & MAINTENANCE

ITEM

STATUS

CONCLUSION

Excluder material purchased by NaturZone dusted the bees in mid-October, and all have died. The soffit will need to be patched with	Lifestyle Director on 10/30. Will be
Bees in Soffit Above Game Room	a steel-wool material, and sealed with foam, so bees or rats cannot re-enter.	patched with this material and
foamed by Amenity Maintenance
Specialist.

A 22-foot ladder was purchased for the Club, enabling the Amenity Maintenance Specialist to safely	Purchase completed and ladder
Ladder Purchase	reach and repair community banners, as well as improve accessibility for maintenance tasks both	delivered.
inside and outside the Club.

Currently non-operational. Lifestyle team and Field Team unable to get it to ignite upon pressing the	As of 10/31, John Neal will be
Outdoor Fireplace	power button. Have been in contact with building GC, Field team, and American Hearth and Grill.	spearheading the completion of
repair.

Golf Cart Maintenance	Golf Cart was sent back to Affordable Golf Carts again for stalling once more, and was returned on	Cart maintenance completed free of
10/22.	charge. Working as expected.

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.	Field Team in contact with FPL

FACILITY OPERATIONS & MAINTENANCE

ITEM

STATUS

CONCLUSION

The glass cover on the indoor fireplace shattered during regular maintenance and cleaning. Order for	New cover should arrive by the end
Indoor Fireplace	new fireplace cover placed on 10/30.	of the 1st week of November at no
cost, as it is under warranty.

Pool pavers were replaced by Dustin Maddox on 9/25. Additional locations could not be completed,
Paver Replacement	as the building GC did not provide pavers for those areas. The Field Manager counted outstanding	Ongoing. pavers on 10/30, and will be ordering additional material to provide to Dustin Maddox.

Landscaping	Potted plants on Loggia and in front of Club are still struggling.		Ongoing. Discussed options for replacement with NLN on 10/31.

Vehicular Gates	Both Border Rd and Laurel Rd gates are operational and programmed to open and close on desired	Completed.
schedule.

SafeTouch completed final walk through of the Amenities and both vehicular gates to ensure	Field Team was sent a completion
SafeTouch	completion of their scope.	email from SafeTouch rep, Eleise
Medina.

Sydney and Marketing Team selected single loop bikes racks to be installed for resident use.
Bike Racks for Resident Use	Proposed locations for the bike racks were chosen as well, and were presented to John Neal on	Ongoing.
10/31.

FACILITY OPERATIONS & MAINTENANCE

ITEM

STATUS

CONCLUSION

Patio Fans and Lights	Fans and lights are turning on via remote, but not the wall switches made available to residents.	Ongoing.
David Harvey electric will be sending a technician on 11/4 to evaluate.

Millipede Treatment	Awaiting scheduling of treatment.	Ongoing.

POSITIVE (+) OR NEGATIVE (-)

Negative

Positive

Positive

COMMENT

Resident had expressed dissatisfaction that usage of the pool was not included within a private facility rental.

NLN Marketing Team received positive feedback about Vistera’s Lifestyle Team from residents while onsite for the That’s Amore Fall Home Tour.

Resident Rebecca N. has requested repeat facility rentals for birthday parties and bridal showers.

ACTION TAKEN

Lifestyle Director spoke to the resident, provided further background on the reasoning for the policy, and documented the incident internally.

Residents shared with NLN VP of Marketing, Janice Snow, that they ‘enjoyed Sydney’s balance of events, and felt she helping to instill a strong sense of community within Vistera. ‘

Rebecca has shared she enjoys the accessible pricing, and the ease of the rental process. Her guests commented on the beauty of Vistera’s Clubhouse.

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

Vistera Recipe Book

Warm Wishes: Community Blanket Project

Friendsgiving Mix & Mingle

1st Annual Vistera Tree Lighting

DATE(S)

November 1-30th

November 1st

November 15th

November 25th

DETAILS
Resident-Only Month-Long collection of family recipes to display in a printed book within the club. Will also contain pictures from the year’s past events.
Resident and Under Contract crafting event. Participants donate $15 to receive a no-sew blanket kit they will create together to donate to local shelters.
Resident and Under Contract event. Lifestyle Director provides ham, turkey, and red, and white wine. Attendees bring their favorite dish to share.
Homeowner and Under Contract event. The Venice Chorale will come out to perform Christmas carols to commemorate the lighting of Vistera’s 1st Christmas tree.

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 Team	Ongoing; NLN team performed site visit 10/31 to see if/how ideas can
Conference Room	be implemented.

Order Pressure Washer for The Club	Sydney	As soon as possible. Code to Miscellaneous in O&M Budget.

THANK YOU.