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 meetings of the Auditor Selection Committee and Board of Supervisors for the Laurel Road Community Development District scheduled to be held Wednesday, September 9, 2026, 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

AUDITOR SELECTION COMMITTEE MEETING AGENDA

Roll Call to Confirm Quorum
Review of Auditing Services Proposals
Grau & Associates
McIntosh
Richie Tandoc
Ranking of Auditing Services Proposals
Adjournment

BOARD OF SUPERVISORS’ MEETING AGENDA

Administrative Matters
Roll Call to Confirm Quorum
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]
Consent Agenda
Minutes of August 12, 2026, Board of Supervisors’ Meeting
Action Towing Services LLC Towing Agreement 2026
Payment Authorization Nos. 156 – 159
Funding Request Nos. 215 – 218
District Financial Statements (provided under separate cover)
Business Matters
Consideration of Auditor Selection Committee Recommendation
Consideration of Insurance Premium Finance Agreement

Other Business
Staff Reports
District Counsel
District Engineer
District Manager

Field Manager
Lifestyle Director
Supervisor Requests and Comments
Adjournment

Laurel Road Community Development District

AUDITOR SELECTION COMMITTEE MEETING AGENDA

Laurel Road Community Development District

Review of Auditing Services Proposals
Grau & Associates
McIntosh
Richie Tandoc

Proposal to Provide Financial Auditing Services:
LAUREL ROAD
Community Development District

Due Date: July 29, 2026 5:00PM
Submitted to:
Laurel Road
Community Development District c/o District Manager
3501 Quadrangle Blvd, Suite 270
Orlando, Florida 32817
Submitted by:
Antonio J. Grau, Partner Grau & Associates
1001 Yamato Road, Suite 301 Boca Raton, Florida 33431 Tel	(561) 994-9299
Fax	(561) 994-5823
tgrau@graucpa.com www.graucpa.com

Table of Contents

PAGE

EXECUTIVE SUMMARY / TRANSMITTAL LETTER	1
FIRM QUALIFICATIONS	3
FIRM & STAFF EXPERIENCE	6
REFERENCES	11
SPECIFIC AUDIT APPROACH	13
COST OF SERVICES	17
SUPPLEMENTAL INFORMATION	19

July 29, 2026

Laurel Road Community Development District c/o District Manager
3501 Quadrangle Boulevard, Suite 270
Orlando, Florida 32817
Re:	Request for Proposal for Professional Auditing Services for the fiscal year ended September 30, 2026, with an option for two (2) additional annual renewals.

Grau & Associates (Grau) welcomes the opportunity to respond to the Laurel Road Community Development District’s (the “District”) Request for Proposal (RFP), and we look forward to working with you on your audit. We are an energetic and robust team of knowledgeable professionals and are a recognized leader of providing services to Community Development Districts. As one of Florida’s few firms to primarily focus on government, we are especially equipped to provide you with an effective and efficient audit.
Government audits are at the core of our practice: 95% of our work is performing audits for local governments and of that 98% are for special districts. With our significant experience, we are able to increase efficiency, to provide immediate and continued savings, and to minimize disturbances to your operations.

Why Grau & Associates:

Knowledgeable Audit Team
Grau is proud that the personnel we assign to your audit are some of the most seasoned auditors in the field. Our staff performs governmental engagements year-round. When not working on your audit, your team is refining their audit approach for next year’s audit. Our engagement partners have decades of experience and take a hands-on approach to our assignments, which all ensures a smoother process for you.

Servicing your Individual Needs
Our clients enjoy personalized service designed to satisfy their unique needs and requirements. Throughout the process of our audit, you will find that we welcome working with you to resolve any issues as swiftly and easily as possible. In addition, due to Grau’s very low turnover rate for our industry, you also won’t have to worry about retraining your auditors from year to year.
Developing Relationships
We strive to foster mutually beneficial relationships with our clients. We stay in touch year-round, updating, collaborating and assisting you in implementing new legislation, rules and standards that affect your organization. We are also available as a sounding board and assist with technical questions.
Maintaining an Impeccable Reputation
We have never been involved in any litigation, proceeding or received any disciplinary action. Additionally, we have never been charged with, or convicted of, a public entity crime of any sort. We are financially stable and have never been involved in any bankruptcy proceedings.

Complying With Standards
Our audit will follow the Auditing Standards of the AICPA, Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States, and the Rules of the Auditor General of the State of Florida, and any other applicable federal, state and local regulations. We will deliver our reports in accordance with your requirements.
This proposal is a firm and irrevocable offer for 90 days. We certify this proposal is made without previous understanding, agreement or connection either with any previous firms or corporations offering a proposal for the same items. We also certify our proposal is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action, and was prepared in good faith. Only the person(s), company or parties interested in the project as principals are named in the proposal. Grau has no existing or potential conflicts and anticipates no conflicts during the engagement. Our Federal I.D. number is 20-2067322.
We would be happy to answer any questions or to provide any additional information. We are genuinely excited about the prospect of serving you and establishing a long-term relationship. Please do not hesitate to call or email either of our Partners, Antonio J. Grau, CPA (tgrau@graucpa.com) or Ben Steets, CPA (bsteets@graucpa.com) at 561.994.9299. We thank you for considering our firm’s qualifications and experience.

Very truly yours, Grau & Associates
Antonio J. Grau

Firm Qualifications

Grau’s Focus and Experience

Our Team

3

Services Provided

Partners

11
Professional Staff

2
Administrative Professionals

9/16
Employees are CPAS

Year founded

Properly registered and licensed professional corporation by the state of FLORIDA

We are proud Members of the American Institute of Certified Public Accountants
&

9
Professional Groups

the Florida Institute of Certified Public Accountants

See next page for report and certificate

 External quality review program: consistently receives a pass
 Internal: ongoing monitoring to maintain quality

AICPA | FICPA | GFOA | FASD | FGFOA

Firm & Staff Experience

GRAU AND ASSOCIATES COMMUNITY
DEVELOPMENT DISTRICT EXPERIENCE BY MANAGEMENT COMPANY

OTHER
19

PFM
12

WRATHELL
30

GMS
78

INFRAMARK
38

SDS
60

RIZZETTA
47

MERITUS
23

Profile Briefs:
Antonio J GRAU, CPA (Partner)
Years Performing Audits: 35+
CPE (last 2 years): Government Accounting, Auditing: 24 hours; Accounting, Auditing and Other: 58 hours
Professional Memberships: AICPA, FICPA, FGFOA, GFOA

Ben Steets, CPA (Partner)
Years Performing Audits: 10+
CPE (last 2 years): Government Accounting, Auditing: 28 hours; Accounting, Auditing and Other: 88 hours
Professional Memberships: AICPA, FICPA, FGFOA, FASD

“Here at Grau & Associates, staying up to date with the current technological landscape is one of our top priorities. Not only does it provide a more positive experience for our clients, but it also allows us to perform a more effective and efficient audit. With the every changing technology available and utilized by our clients, we are constantly innovating our audit process.”
-	Tony Grau
“Quality audits and exceptional client service are at the heart of every decision we make. Our clients trust us to deliver a quality audit, adhering to high standards and assisting them with improvements for their organization.”
- Ben Steets

YOUR ENGAGEMENT TEAM

Grau’s client-specific engagement team is meticulously organized in order to meet the unique needs of each client. Constant communication within our solution team allows for continuity of staff and audit team. The Certified Information Technology Professional (CITP) Partner will bring a unique blend of IT expertise and understanding of accounting principles to the financial statement audit of the District.

Engagement
Partner

CITP Partner

Your
Successful Audit

Audit
Manager

Audit Senior

The assigned personnel will work closely with the partner and the District to ensure that the financial statements and all other reports are prepared in accordance with professional standards and firm policy.
Responsibilities will include planning the audit; communicating with the client and the partners the progress of the audit; and
determining that financial statements and all reports issued by the firm are accurate, complete and are prepared in accordance with professional standards and firm policy.

The Engagement Partner will participate extensively during the various stages of the engagement and has direct responsibility for engagement policy, direction, supervision, quality control, security, confidentiality of information of the engagement and communication with client personnel. The engagement partner will also be involved directing the development of the overall audit approach and plan; performing an overriding review of work papers and ascertain client satisfaction.

Antonio ‘Tony ‘J. Grau, CPA
Partner
Contact: tgrau@graucpa.com | (561) 939-6672
Experience
For over 30 years, Tony has been providing audit, accounting and consulting services to the firm’s governmental, non-profit, employee benefit, overhead and arbitrage clients. He provides guidance to clients regarding complex accounting issues, internal controls and operations.
As a member of the Government Finance Officers Association Special Review Committee, Tony participated in the review process for awarding the GFOA Certificate of Achievement in Financial Reporting. Tony was also the review team leader for the Quality Review of the Office of Management Audits of School Board of Miami-Dade County. Tony received the AICPA advanced level certificate for governmental single audits.

Education
University of South Florida (1983)
Bachelor of Arts Business Administration

Clients Served (partial list)

(>300) Various Special Districts, including:		
Bayside Improvement Community Development District Dunes Community Development District
Fishhawk Community Development District (I, II, IV) Grand Bay at Doral Community Development District Heritage Harbor North Community Development District	St. Lucie West Services District
Ave Maria Stewardship Community District Rivers Edge II Community Development District Bartram Park Community Development District
Bay Laurel Center Community Development District	
Boca Raton Airport Authority Greater Naples Fire Rescue District
Key Largo Wastewater Treatment District Lake Worth Drainage District
South Indian River Water Control		

Professional Associations/Memberships
American Institute of Certified Public Accountants Florida Government Finance Officers Association Florida Institute of Certified Public Accountants Government Finance Officers Association Member City of Boca Raton Financial Advisory Board Member

Professional Education (over the last two years)
Course	Hours
Government Accounting and Auditing	24
Accounting, Auditing and Other	58
Total Hours	82 (includes of 4 hours of Ethics CPE)

Ben Steets, CPA, Partner
Contact : bsteets@graucpa.com / (561) 939-6669
Experience
Grau & Associates	Partner	2023-Present	
Grau & Associates	Manager	2021-2023	
Grau & Associates	Senior Auditor	2018-2021	
Grau & Associates	Staff Auditor	2016-2018	
PCAOB Registered Firm	Staff Auditor	2015-2016	

Education
Florida Atlantic University (2015)

Clients Served (partial list)

(>300) Various Special Districts	San Carlos Park Fire and Rescue Service District	
Careersource Polk	Sanibel Fire and Rescue District	
Central Broward Water Control District	South Broward Drainage District	
Dunes Community Development District	South Trail Fire and Rescue District	
Greater Naples Fire Rescue District	Town of Highland Beach	
Key Marco Community Development District	Town of Lauderdale-By-The-Sea	
Lake Worth Drainage District	Verona Walk Community Development District	
Mae Volen Senior Center	West Villages Improvement District	
Port of the Islands Community Improvement District	Winding Cypress Community Development District	

Professional Education (over the last two years)
Course	Hours	
Government Accounting and Auditing	28	
Accounting, Auditing and Other	88	
Total Hours	116 (includes 4 hours of Ethics CPE)	

Professional Associations/Memberships
American Institute of Certified Public Accountants	
Florida Institute of Certified Public Accountants	

References

We have included three references of government engagements that require compliance with laws and regulations, follow fund accounting, and have financing requirements, which we believe are similar to the District.

 Dunes Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 1998	
Client Contact	Darrin Mossing, Finance Director 475 W. Town Place, Suite 114
St. Augustine, Florida 32092
                    904-940-5850		

 Two Creeks Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 2007	
Client Contact	William Rizzetta, President 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614
                   813-933-5571		

 Journey’s End Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 2004	
Client Contact	Todd Wodraska, Vice President 2501 A Burns Road
Palm Beach Gardens, Florida 33410
                   561-630-4922		

Specific Audit Approach

AUDIT APPROACH
Grau’s Understanding of Work Product / Scope of Services:
We recognize the District is an important entity and we are confident our firm is eminently qualified to meet the challenges of this engagement and deliver quality audit services. You would be a valued client of our firm and we pledge to commit all firm resources to provide the level and quality of services (as described below) which not only meet the requirements set forth in the RFP but will exceed those expectations. Grau & Associates fully understands the scope of professional services and work products requested. Our audit will follow the Auditing Standards of the AICPA, Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States, and the Rules of the Auditor General of the State of Florida and any other applicable Federal, State of Local regulations. We will deliver our reports in accordance with your requirements.

Proposed segmentation of the engagement
Our approach to the audit engagement is a risk-based approach which integrates the best of traditional auditing techniques and a total systems concept to enable the team to conduct a more efficient and effective audit. The audit will be conducted in three phases, which are as follows:

PHASE I:
Preliminary Planning

PHASE II:
Execution of the Audit Plan

PHASE III:
Completion and Delivery

Phase I - Preliminary Planning
A thorough understanding of your organization, service objectives and operating environment is essential for the development of an audit plan and for an efficient, cost-effective audit. During this phase, we will meet with appropriate personnel to obtain and document our understanding of your operations and service objectives and, at the same time, give you the opportunity to express your expectations with respect to the services that we will provide. Our work effort will be coordinated so that there will be minimal disruption to your staff.
During this phase we will perform the following activities:
» Review the regulatory, statutory and compliance requirements. This will include a review of applicable federal and state statutes, resolutions, bond documents, contracts, and other agreements;
» Read minutes of meetings;
» Review major sources of information such as budgets, organization charts, procedures, manuals, financial systems, and management information systems;
» Obtain an understanding of fraud detection and prevention systems;
» Obtain and document an understanding of internal control, including knowledge about the design of relevant policies, procedures, and records, and whether they have been placed in operation;
» Assess risk and determine what controls we are to rely upon and what tests we are going to perform and perform test of controls;
» Develop audit programs to incorporate the consideration of financial statement assertions, specific audit objectives, and appropriate audit procedures to achieve the specified objectives;
» Discuss and resolve any accounting, auditing and reporting matters which have been identified.

Phase II – Execution of Audit Plan
The audit team will complete a major portion of transaction testing and audit requirements during this phase. The procedures performed during this period will enable us to identify any matter that may impact the completion of our work or require the attention of management. Tasks to be performed in Phase II include, but are not limited to the following:
» Apply analytical procedures to further assist in the determination of the nature, timing, and extent of auditing procedures used to obtain evidential matter for specific account balances or classes of transactions;
» Perform tests of account balances and transactions through sampling, vouching, confirmation and other analytical procedures; and
» Perform tests of compliance.
Phase III - Completion and Delivery

In this phase of the audit, we will complete the tasks related to year-end balances and financial reporting. All reports will be reviewed with management before issuance, and the partners will be available to meet and discuss our report and address any questions. Tasks to be performed in Phase III include, but are not limited to the following:

» Perform final analytical procedures;
» Review information and make inquiries for subsequent events; and
» Meeting with Management to discuss preparation of draft financial statements and any potential findings or recommendations.

You should expect more from your accounting firm than a signature in your annual financial report. Our concept of truly responsive professional service emphasizes taking an active interest in the issues of concern to our clients and serving as an effective resource in dealing with those issues. In following this approach, we not only audit financial information with hindsight but also consider the foresight you apply in managing operations.

Application of this approach in developing our management letter is particularly important given the increasing financial pressures and public scrutiny facing today’s public officials. We will prepare the management letter at the completion of our final procedures.
In preparing this management letter, we will initially review any draft comments or recommendations with management. In addition, we will take necessary steps to ensure that matters are communicated to those charged with governance.
In addition to communicating any recommendations, we will also communicate the following, if any:

» Significant audit adjustments;
» Significant deficiencies or material weaknesses;
» Disagreements with management; and
» Difficulties encountered in performing the audit.

Is the recommendation cost effective?
Is the recommendation the simplest to effectuate in order to correct a problem?

Is the recommendation at the heart of the problem and not just correcting a symptomatic matter?

Is the corrective action taking into account why the deficiency occurred?

Our findings will contain a statement of condition describing the situation and the area that needs strengthening, what should be corrected and why. Our suggestions will withstand the basic tests of corrective action:

To assure full agreement with facts and circumstances, we will fully discuss each item with Management prior to the final exit conference. This policy means there will be no “surprises” in the management letter and fosters a professional, cooperative atmosphere.
Communications
We emphasize a continuous, year-round dialogue between the District and our management team. We regularly communicate through personal telephone calls and electronic mail throughout the audit and on a regular basis.
Our clients have the ability to transmit information to us on our secure client portal with the ability to assign different staff with separate log on and viewing capability. This further facilitates efficiency as all assigned users receive electronic mail notification as soon as new information has been posted into the portal.

Cost of Services

Our proposed all-inclusive fees for the financial audit for the fiscal years ended September 30, 2026-2028 are as follows:

  Year Ended September 30,			Fee		
2026	$6,000	
2027	$6,200	
2028	$6,400	
TOTAL (2026-2028)	$18,600	

The above fees are based on the assumption that the District maintains its current level of operations and are inclusive of the issuance of the Series 2026 Bonds that occurred on June 24, 2026. The issuance of any additional bonds is outside the scope of these fees and would result in an additional fee for the affected fiscal year(s), to be agreed upon in advance. Should the District's level of operations otherwise change, fees would be adjusted accordingly.

Supplemental Information

PARTIAL LIST OF CLIENTS

 	Governmental Audit	Single Audit	Utility Audit	
Current Client	
Year End	
Boca Raton Airport Authority					9/30	
Captain's Key Dependent District					9/30	
Central Broward Water Control District					9/30	
Collier Mosquito Control District					9/30	
Coquina Water Control District					9/30	
East Central Regional Wastewater Treatment Facility					9/30	
Florida Green Finance Authority					9/30	
Greater Boca Raton Beach and Park District					9/30	
Greater Naples Fire Control and Rescue District					9/30	
Green Corridor P.A.C.E. District					9/30	
Hobe-St. Lucie Conservancy District					9/30	
Indian River Farms Water Control District					9/30	
Indian River Mosquito Control District					9/30	
Indian Trail Improvement District					9/30	
Key Largo Wastewater Treatment District					9/30	
Lake Asbury Municipal Service Benefit District					9/30	
Lake Padgett Estates Independent District					9/30	
Lake Worth Drainage District					9/30	
Lealman Special Fire Control District					9/30	
Loxahatchee Groves Water Control District					9/30	
Old Plantation Water Control District					9/30	
Pal Mar Water Control District					9/30	
Pinellas Park Water Management District					9/30	
Pine Tree Water Control District (Broward)					9/30	
Pinetree Water Control District (Wellington)					9/30	
Port of The Islands Community Improvement District					9/30	
Ranger Drainage District					9/30	
Renaissance Improvement District					9/30	
San Carlos Park Fire Protection and Rescue Service District					9/30	
Sanibel Fire and Rescue District					9/30	
South Central Regional Wastewater Treatment and Disposal Board					9/30	
South Indian River Water Control District					9/30	
South Trail Fire Protection & Rescue District					9/30	
Spring Lake Improvement District					9/30	
St. Lucie West Services District					9/30	
Sunrise Lakes Phase IV Recreation District					9/30	
Sunshine Water Control District					9/30	
Sunny Hills Units 12-15 Dependent District					9/30	
West Villages Improvement District					9/30	
Various Community Development Districts (452)					9/30	
TOTAL	491	5	4	484		

ADDITIONAL SERVICES

CONSULTING / MANAGEMENT ADVISORY SERVICES
Grau & Associates also provide a broad range of other management consulting services. Our expertise has been consistently utilized by Governmental and Non-Profit entities throughout Florida. Examples of engagements performed are as follows:

Accounting systems
Development of budgets
Organizational structures
Financing alternatives
IT Auditing	Fixed asset records
Cost reimbursement
Indirect cost allocation
Grant administration and compliance	

ARBITRAGE

The federal government has imposed complex rules to restrict the use of tax-exempt financing. Their principal purpose is to eliminate any significant arbitrage incentives in a tax-exempt issue. We have determined the applicability of these requirements and performed the rebate calculations for more than 150 bond issues, including both fixed and variable rate bonds.

73

Current Arbitrage Calculations

We look forward to providing Laurel Road Community Development District with our resources and experience to accomplish not only those minimum requirements set forth in your Request for Proposal, but to exceed those expectations!

For even more information on Grau & Associates please visit us on www.graucpa.com.

Prepared for Laurel Road Community Development District
Prepared By: McIntosh CPA

July 29, 2026

Independent Audit Service Proposal

2385 NW Executive Center Dr.
Boca Raton, FL 33431 rmcintoshcpa.com

Table of Contents
Transmittal Letter	2
Statement of Understanding and Scope of Work	3
Qualifications, and Experience	6
Personnel	7
Schedule of Fees	8
Appendix	9

Transmittal Letter

July 29, 2026

Board of Supervisors
Laurel Road Community Development District Sarasota County, FL

McIntosh CPA is pleased to submit this proposal to provide annual auditing services for the Laurel Road Community Development District (the "District"). Our firm specializes in auditing services for governmental entities, including special districts, ensuring compliance with Florida Statutes, Government Auditing Standards (Yellow Book), and the requirements set forth by the Florida Auditor General. We are a Woman & Minority Business certified by the State of Florida.

While the firm is new, the managing partner has been providing auditing services to special districts for over 18 years and has an impeccable reputation among former clients. With this experience and knowledge, we are uniquely qualified and ready to assist the District with the audit services needed. We are confident that we will not only provide the services required but exceed expectations.

We understand the importance of accountability and fiscal responsibility in government operations. Our audit methodology is designed to provide an efficient, thorough, and collaborative review process while minimizing disruption to your daily operations. Additionally, we are committed to maintaining open communication and delivering clear, actionable recommendations to support the District’s financial integrity and operational efficiency.

We have an established reputation for delivering high-quality, timely, and efficient audits. With our extensive experience, we are confident in our ability to provide the District with the highest level of professional service. We acknowledge that this proposal is valid for ninety (90) days following submission.

We thank you for the opportunity to provide a proposal and look forward to working with the District’s team. Please do not hesitate to contact Racquel McIntosh at 2385 NW Executive Center Dr., Suite 100, Boca Raton FL 33431, 561-981-6282, or mcintoshcpa@outlook.com with any questions.

Sincerely,
Racquel McIntosh, CPA President

Statement of Understanding and Scope of Work
The Laurel Road Community Development District requires independent audit services for the fiscal years ending September 30, 2026, with an option for two additional one-year renewals. Our firm understands that the audit must comply with:

Chapter 218.39, Florida Statutes
Florida Auditor General’s Rules
Government Auditing Standards (Yellow Book)
Licensure under Chapter 473

The audit will include an examination of the District’s financial records, internal controls, and compliance with applicable laws and regulations.

AUDIT TIMELINE

We recognize the importance of adhering to the District’s annual audit deadline of June 1st and are fully committed to ensuring a timely and efficient audit process. Racquel McIntosh will be responsible for the firm meeting the required deadline. Our team will strategically plan and execute the audit to ensure that the draft and auditor’s reports are completed well in advance of the deadline, allowing ample time for review and discussion. Additionally, we will maintain open communication throughout the engagement to address any concerns promptly and ensure a smooth and seamless audit experience.

SCOPE OF WORK

Conduct an independent audit in accordance with Government Auditing Standards
Evaluate internal controls and compliance with Florida statutes
Issue audited financial statements with findings and recommendations
Report to the Board of Supervisors on the audit findings
Provide ongoing support for financial and compliance questions The audit will be performed in the three phases below;

Planning

Fieldwork

Reporting

AUDIT PLANNING

This is the most critical part of an audit, as a well planned audit determines the flow and efficiency for the entire audit. Planning consists of the following segments:

Obtain an understanding of the District – we will gain an understanding of the District in order to perform risk assessment for the various segments of the audit. It involves reviewing the policies and procedures, documenting the internal controls of the District, including compliance requirements, and making an initial assessment of inherent risk in order to determine the preliminary risk of material misstatement to the financial statements. It also includes gaining an understanding of the District's IT environment and how that affects financial reporting.

IT Assessment – we will discuss with management and document the District’s IT infrastructure, including; general controls over the network and the accounting software, and specific controls within the accounting software. We will also discuss access, backups, disaster recovery, and virus protection. These discussions will assist in determining if the IT infrastructure is adequate to reduce any material financial statement misstatements.

Preliminary analytics – current vs prior year review of accounts to determine and document causes for fluctuations.

Risk Assessment - Used in conjunction with other planning items above to dictate further audit procedures.
FIELDWORK

Based on the risk assessment results from planning, a combination of analytical procedures, detail test of transactions, and use of audit confirmations will be applied by the auditor.

Analytical procedures – these will consist of revenue and expenditure variances from the prior year, variances with the budget, calculating revenue expectations, and reviewing trend analysis for anomalies.

Test of details – these will consist of tracing and vouching transactions to and from the accounting records. Will also include testing bond compliance.

Audit confirmations – these will be sent to attorneys, tax collector, bond trustees, and other entities as deemed necessary.

REPORTING

Once the fieldwork has been completed, a draft of the financial statements along with all related audit reports will be prepared for management’s review. McIntosh CPA utilizes a memo to management regarding findings and recommendations not deemed significant and therefore not included in any of the audit reports. The memo will detail the observation and provide a recommendation for corrective action. No management response is required since it will not be presented in any audit report. Before a finding is reported in the audit report, a determination is made as to why the issue occurred and whether it was a one-time occurrence. We ensure that reporting items in the audit report are necessary and that recommendations are cost beneficial.

For all three phases above, if deficiencies or discrepancies are identified, management will be informed immediately to give them a chance to research and provide additional information or put corrective measures in place.

Qualifications and Experience
INDEPENDENCE
We affirm that McIntosh CPA is independent with respect to the District. We meet the independence standards of Generally Accepted Auditing Standards and the U.S. Government Accountability Office’s Government Auditing Standards.
FIRM QUALIFICATIONS

Licensed under Chapter 473, Florida Statutes
Over 18 years of experience auditing governments
Demonstrated expertise in auditing special districts and financials
Strong track record of timely report delivery and responsiveness

The services as outlined in the statement of understanding will be overseen by Racquel McIntosh CPA, who brings over 18 years of exemplary service in the government auditing and accounting industry. In her previous role, she was an audit partner providing auditing services to municipalities and special districts throughout the State of Florida and was in charge of audit quality for the firm. In addition, she assisted clients with internal policy review, internal control best practices and implementation, and assisted with implementation of accounting software and accounting standards.

Further, she has met the educational requirements for CPAs set forth under Florida Statutes and the Government Auditing Standards (Yellow Book) issued by the Government Accountability Office (GAO). See next page for resume.

Value-Added Service

In addition to providing audit services for the District, Racquel provides an annual training session for the District accounting staff which will include; reviewing items found in the previous year’s audit, accounting treatment for certain transactions, how to respond to auditor inquiry, how to analyze financial statements, and new accounting standards and regulations applicable to the upcoming audit year.

REFERENCES

Below are three districts that the engagement partner has worked on with the named management companies. In total, the engagement partner oversaw and worked on over 200 CDDs.

CATALINA AT WRINKLER PRESERVE COMMUNITY DEVELOPMENT DISTRICT	Rizzetta & Company
3434 Colwell Avenue, Suite 200
Tampa, FL 33614	
BERRY BAY COMMUNITY DEVELOPMENT DISTRICT	Meritus
2005 Pan Am Circle, Suite 300
Tampa, FL 33607	
BRIGHTON LAKES COMMUNITY DEVELOPMENT DISTRICT	Inframark
210 N University Drive Coral Springs, FL 33071	

Schedule of Fees
Below are the all-inclusive fees for the District’s annual financial statement audit

Fiscal Year	Proposed Fee	
2026	$5,000	
2027	$5,200	
2028	$5,400	

The above fees are based on the District not issuing Bonds in fiscal year 2027 or 2028. If Bonds are issued, then fees will be renegotiated.

Appendix

Proposal
To Serve

LAUREL ROAD
-COMMUNITY DEVELOPMENT DISTRICT-

    

1n.J1esponse to Request fot Proposals Lor:

Annual Audit Services

Dueby: 5:00 pm.July19,2026

CQntac.t:

Richie C. Tandoc, Audit&:Assurance P-m:t11er

Emarl riclne®t-ratuJ.oc-cpa rom
13-+i3 S:W105V' Avenue Miami. Florida 13176
Tcl. (30'5)710-1502,e.x,t.101

	Page(s)	
Utter of T rans�ittal / E.xecuth•e Swnntary----·-··--·-·--·------·-	-··--···-	1-2	
Proposal Requiren,eots:		
Firm Bnc;.kgrotrn..c.L.....- .......,..,_..............._.,............................................_,	.-- ...-,-·--·-·--·-··..-·	3 4	
Proposct.l Eng:.gcmcnt T t":illl.........,_,	..........................................- .....................,_...'"...................	4,..7	
E..x_pcticnct:i-ni\\1<.liting Spc�lal Disrrkts.........................................................,................................	7-9	
Unucrstru1ding o[ ru.1u Ability to Furnish t.h1:Scope of Work.....-	.._,	",_"		9	
Prop<>S<.'tl E's-cs_ 	,.,_. ·-	_	.•	_	.. •.	.,  ....---·-·"·-·•·-	9·10
PrnpoSt.'"t.11'.imctabJc....,.	........,.......-·--·- ,-·,--· 	.,  ...,._----------....,		1.0

---

I et ter tif	l ran�1nit tal ,
I xrcut1,e Sun 111�t1y

--

- +

X

Ce.rtifiea l'/,\\:>li,,'\Uo/,\'l"tti�+ &,Co�s«l+,:u,,t
13�3sw10,•IN<,111,,;,flwid,3311•IT, t,osJ no-i,ot

Jul}'ll	2026

V1"1:tn_Cru.-.>nlho
Distrkt A-lan:tgtt
L:tt11tl Ro:ltl CommunlL)' l:J.!vclopmcnt flistrlct 35(11Quuclmnglc Bl\'t.l.,Suite 27(l
Orfonclo, FL12817

Dear Ms. GID1tlho:
Rlchi�Tandoc, P.A. is plcnscd lo ha1-.: the cipportunily to submit a _proposal to provide annual nuilit st:rviccs t<i Llturd Road Community l),."·clopmcnt Olstrkt (tbi: "l)istrh;t") for I.be fisc.<tl year ,-nding Sq,tc:mbcr 311, 1026, \\1th th�(1pcfon Io r.:ncw annunlly for i:hi: fiscal y= L-nding Scptemhcr 10, 2027 Cll)d1028.
Richie Trui<l11C. r.A. is cmrunittcd to -pro\'i<ling 1':llue-atkl;,-d ,md quality set\'ices to the 11istrkt. combining the tl'SJ,qnslvc persona.I cootact associnred with a �allcr finn and the sophisticated pi:of�ional resources of ,t 1'u-gct £inn. .-\s lenders in servicing governmental nncl non·profit entities. Ridtle Tnndoc, l'.A. is fully qualified to ptu,;dc nudlt scn·!,t:s to the District. \,\le scrh-e ro exceed the cxi.:i,:ctntlous-,[our clients,"ith n comutitmcnr to roral qualitys.:n1cc. Trons1ntinj( our.:xp<:i:icncc nncl resources intodfocth'l! nncl crficicnrv:tlue-Jddt'tl St'f\�c�s to the Distcict is our highest priority, v,h:ich is w1l)' we belicl'e wearc best suited lo be pnrt of your professional tL'lllll.
The rnsk char the Disuict £aces in sclL"Cting afinncoprovide auditscn1��is nor.an cnsy cine. Ourgo:tl in this proposal is to ptes<!nl those chnrnctcristics l:rult distinguish us as the tcrun best suittdro.�crYc the nistricr.

Bnstdon the team's1mowlwgc:ind te.\.')Xtkncc gained it, serving gol'et'lllilebLal t1nd non•profirenrities for over tbtt..-c.� dt-cndc.s. 11101-c �cificaJly tht-• cx�cicnl.'e. tll!lt -we've g-:Une..-.d k.wing i1"C.n :1.t.1cULota for go,·enuncntal orgoni::lltion,;similnr in si::e to the District. the team nt Ricltic Tnndoc. PA has a clear understanding uncl ability ro provide rbc scope of scn•iccs rtqucstecl. as more rboroughly described throughout thisproposal

Although the Firm of Richil' Tnncloc, P.A. officially begun operating as n CPA fum In 2025. the tc'tlln members n1 RichieTnncl,:ic,P.A. havebccHscrvlnggon'.mmcnrnl oncl non-profitentirics for over 30 ymrs
{ptl"liously as part of PAAST, PL nnd S1.J&T, UP). Ricbi� Tandoc, P.A. strl,·<.-s to maf.ntnin its objectives in the rendering of scr1ic�>s of the lli!!,ltt:st quality with J,ll)al finn nttcnth-cnl!SS to all o( its gtn'l.-rrun<!l1t:tland non-profit clients.
Richie Tnndoc, PA ·s profcssion.11s. fromentry lcYcl nccountm,rs:. to the managers, :tnJ 10 tJ�partner, arc trnlned n, unckt!ltan<l the issues ant!meet the needs ofgovcmmenl:al and non-profit cntitit:!!,

Our professionals bring a compreh<'.I1Sl11: understanding o[ the lssrn:s that face gonn1rnentnl and non• pr\lfit entities as well a.�"bench strength" at :tll kvels. allowing us co respond swiftly and cffoctivcly to yourevoh1ng n�crts.
Yqur proposed engng�ment t�•mc·onslst�of LhefoUc"vi.ng supttvlsory pL'ofcssioruus:
Rkhk Tnn<loc. Client Service and Engagement Parmer - hllS 33 years o( expc1iencc nm,lidng governmental and non·profit organbttions;
Jenny Ol:'1lltcs, Audit Senior :Vl.ru.1agcr - lias 25 years of i!X]JCtience auditing govtnunencnl. nncl non-profit orgrou;:.rtions;and
Danae Garcia, Auclit Supt:n'i:.ur - h,•�:n yc'ilrs of ,:xpcrienc" uutllting�O\'t'.ln1ncn1,u and non,
pl'ofitol'gnnt:ntions.
vVith this tL-run, the l)isnict can I� assured that we arc committed to performing the m1dit 5,:n1ces "1thln th�tlrndr.1mc rcqulretlin therrquest foqxoposnls.

Richie Tnndoc, P./\. uikcs pride in rcsp,1111ling to the nee-els of It�clients. This n:sp\lnsiYcnci;sis not only tk1nonstrntctl by c01nmitting to p�rfonning om: S.:l'\ici:s "ithin the titntfrrunc required, but in respoatling co l'Lhet tl!quc�t's ns wdl Our abiliL)' to he ctspoas!,•c ,vill be enhanced by the open cotnrnunicru:ions:incl cxccllc:nr ,votklngrcln.tiL>nshipthnr,vc hope t(I dc"clop \\�th the Dlstr1cc.
We loo'k fonv;u:cl to hearing from you nu.clto ,votking \\itb the Distriet. Asn Partner ofRidlie Tandoc,
PA., f nm the 111strkt's primary ,ontnct ,mcl f nm duly nudiot;l=eJ to nuike reprcscntacionsfor.and bind, the Firm. rcan berc�d,cddirectly nc()05) no 25()2.c.,t. l◊l or nt tli;h!L{i/.'rtandoc-cpa.com.
Sincerely, R,durTandoc, PA

e

,~

Ric.hi � Tand(lC
A11d11	Assw'<IIICt rw /nCI'

R!cl1leT:indoc, P.A. (tht-"Flrm") \Vns uriginallyfounekd and lncorporared ,m  M.m.-h l. 2017.but  was

o

:!.0:!.5. Riduc Tll.lldo;:, r A. scparnc<l from PAAS

khk

11udit prokssk1.n;ilsfrnm PAAST, P.L han:.jalnt.'Cl

all

Jr, ai.lilltillO,

firm.

otlglnully ,11nembc1/o,vncr of S�]!l.T, llP	and PAAST, P.L cc1tifkcl public accounting firms, fur

over nvo clccaclcs. Eff«o,-.e JulyW.
<1pcraUng full Llluc �s Its o,, n c.crtlfic-d r,uhlk JL'l:OIU\tlng

T, r L	nnd �m
( tile �,wcrnmcnt.tl

R	TanJo... P_o\_ As such, the Firm willconLlnut:
to pro,1dc professional s�-..1c� co Its g,wcrrunc11tal and non-[>i;rult clients, i11clucllng nccount111glbool<lu."L1'.llng,auditing, consulrlng, and othera_<;SUr:tncc and ad,•1$0t)' SCJ"\ic"l:i.
Tue Flan'$ :1tJdit aud as�t\J."lUl<:cprattki: (Whkli consists 0Entcow1ring. compUactous. rcvtl'\vs, aucUts, consulting and oJthcr achisory SL--mccs) is compc,sc-d � uf cng,tgcn1tnrs in the gtl,�.n11m:nr11l nncl non-pro(il industdcs, nn,1 3(1?;, in Lhc CQtlllllcrcilll induslTj<, including in,·csttnents, constructioo, l]lllDt1facrutlng,dlstcihutlnn. ilnpott/c.�porr, rurail. and scl,iccs fickls.
llichi.c Tandoc, r�i\. is a mc1nbcr uf the A1ncrlcan Jni,tltut, ,,rCc-rtifJc<l Public Accountants .Ptivatc Cornpnnks D\Yis!on for CPA £inns  Richk Tandoe �ncl all cligjblc employees Ill\! membt:rs <'f the

=

Am<.'tican ln.stiL·ute of CcrtU:kd Public Accounc:mr,; and rh-, Floricht lnstiLutc of Ct:rtified Public Accountants, and are b1good standing \\1th sud, Tnstitutcs  In :iddilioo, two 0fthc mcrnberson the

assigned cngageincrit team Cc1T1fkd FOlud Ex;l.11linttts.

Ccrtifktl Frnu<l Examiners, :md arc mc'lllbcts o[ the Association of

Si:,c und Orgnnizational Stn1cnrre of the Firm
R:ichi.c Iancloc. P.A iscmisi<lcn:d n local CPA firm,nncl consists of the following o,vncr/parmc:r,

	v	,.�r
Exrcrfi;Q,1,-,;	
Rit:h.ic Tan.doc, Audit & Assurance Purn1e'r	33	
In.ncklition to th, Pnrtncr :rl,o,'1!, the Finn consists c,f 7 uthtt audit profosslorullil composed nf the
foll\J\vlng:"

	Nlltllberof Personncl	
		
Audit Profossiounls	:		
wfanngcrs/Supcrvlsors	1	
SLa[	�	
Total	7	

E.'<pe1ience in Auditing Governmental :rnd N"on-Profit Entities

Our audit profcssl,,n:rlsJin,,: substantial cxpcrlcn�c Inauditing go,·cmmcntal ;mcl nou ·pto0t entll:ks in nccotduntc "1th11uclitlng st:uitlards gtocrnlly utccpted In lb�llli.itcd Stales o(Amcrita, Audi�t·of Nokjor-J11i1J11Oi;a:a11�11,ms, Gc�>cr111ne111 Aud1riJ1g Sw11dard:;, O�IB Uniform Guicfaocc (i.e. Fcckntl Single At1dits), Cllilptcr. J0.55(l .u,cl J(l.65i.\ R1,k1 o/ 1/Jr A11,i,1o, Grncral (Le. State Single Audits) and tbc pn.11m:ation of firumdru stat..-menrs in accordance with -Such stand:trds, nod FASB nnd GASB pronouncmncnrs,st:atements nnd inttrprcrntions,v,bercapp1i.cnblc In nddition, RJd:tic Tnndoc, P.A Is a member of the AICPA's Nor-for l'rofit &ccio11 th¢ Gc!\'=ncnt E'innncc Offic,-rs ASllociiltionand the> Aotida Gcwcrnmcnc Fin:lllcc Officers Association.

3

Page  I

El±l 'R1c\t11c T t1�1doc, T'.A.
EEi	'

The following Is a select list of g.wcrnrnental and non-profiLnuwts that tlw propoS<.'<I audit t��m nt Richie Tandoc, Tl.A ha,•e wotkcd on in the fast fi,.� ycnrs (5p1.-cial ilistricts and special pw:posl! governments an! Wghlighted in�eel):

er's A

Alzheim	ssoc.f:u.lon SEFLChapter,In,·.	•
11.irfmnt r.r. M.m.,g<m�nl TruSl	•
lJJcarcJ.j t=amily Foundut.h.1n. Inc.....	•
Boynton fkm:.h c,,mmutUt)' RcJ.. Agent:\'	•
Bro,,1ardI lousing SoluLJons,.Inc:.	•
Catholit:.C-huritil-SLl.�m.1 Services. Inc.	•
City,.,rtU.tleah, Fluridu	•

1.•m

\VestC:RA
·nt I H11;11rti.:I

C1t\' ol Mium1. rlorich,	•
C:1tyol \.11•m• M1dtownC:R�	•

foundatl<1.n ror  f-lumun R_ightS in Cuhu.Inc.
1•n,.,ln Ro,ul Ow.1n,,s·, Improvement Di>trisl
�ll"ml H1>1n"'i for till, Inc.

\ linmi l)udc Counq· Gc-nurul Segment
\li•m•·D,1Jc CounL; lndu,tn.cl n..-,,. Aurhant)'
Mi.unl D.«lo E.,,,msw�y Aurhority

�Hum1 Dude County Aviulil"n Dcparum:nt

School Boa('ll 111 \11:iml l);idc County
Two Ridge, Community n.,..:lnpmcnt l"osmct Viq;lnla J.;cy Hc•ch f'.,rk Tn"t
W,tshington :\, cnu.:. Busm= Imp.[)�rlct
\Vc:s�vm�g�lmpf\\\CITICOlDistncL
\\.�\'uwooJBuawa:3 Jmprmanent 0131.m.:.l

!\>ham, DndcTransit
Mlllml SJ?<,n•� Lxhibiuon Auth,,nt)

C:1ty ol Miam1SL Orcnown l'..rk

Ci

ty ol \flamJ Omni CR.�	•
•	•

1

Coconul (; nwc 8119..ln�,; lrnpni\

•	•

:,.nami�YorkersC�ntcr, Inc. OJ,hthalmologr Research Fmmdatlon. Inc,
l)uWJch Aki 1,1th< Amc.rlcus, Inc.

C.-.ub.lNct News. lru:...	•
n,·s,Cull r,irI kip llf Brow:rrd. Inc.	•
l'lom.l., Rl<ing. inc./ Florlclu New \lajntlty. lilt:.	•
,lnridu Rising Together, Int.  I Florldn N�w	•
�lajo1i1y l'.ducatinn rand.Inc.	•
Kristi!h1usc. Jm..	•

In orde:i: to fullillour commltmcnl t(> the District, we bm·.:sLructuJ;i:t.l the proposed .:niagcmcnt team to he ccsr,onsiYe tc, your 11ceds, consisting of p1uft-ssionals with the skills untle.xpcdtnce in <.lc.u.ing
,.,.ith the issues you face. lklo,v arc the resumes of tbC'proposL-d c:ogni:,...,rnent tean1members.
Richie Tandoc, CPA, CFE
Client Service& E11gagc1nc11LPartner
Responsibilities
Richie will Sl'JYe as cl1c pdm�ry contRct for management to �nsun: c,pen nnd effective chnllllels of commuokatioo. His rcsponsibilitiC$ lnclude ki;eping nbrt'llStof i:mpottnnt ckvdopments conceming lssuc-s that would directly affect the 1:>isttfot: «l01-dinnting the toti\l ><:.,.,;,=, to Ix i,r<widnl through continuous communication ,vith mL'll1bers of the �agcrnmt tcrun; dctcnniniog the content of th,· n.-ports to be i.ssuctl; :tSL-crQJinlnglhat professional srundm;ds brt,·;: been complkcl with throughout rhcengagcrnwt; and directing and conrtnlllng rhe clf11rts o[ nilpersol.lllcl on the engagement.
Resume

lli<.:hie is n Certified Public Accounront nnd Cc1tifk<l Froud Exruninec with over 33 y<:nrS of c:xpt.rknc-, pro,;ding audit savices to go,·cmmental nndnon pnilltclients.
Riclrle  SJX'Cinli=cs  'in  pro,;dlng  services

�dficnliy to; non profit orgnn.l::ations, indu,.Ung chatit:11bk. religious nnd cduc-ational otg•nt:ations and foUlid�tions, co1nm1.Ulil)'

Page 14

s.>clnl ,vclfan: orgarii::.ntion.s, ,md busin= lea�c.!i: and goyemmental organi.::ntillllS, including state ond locol gon,m1nents, special distrlcrs, and spccinl•.Putposc go,erruncnral ot-gunl::$tiODS. Re also�...:lali.::cs�11pc:cfonrung
Federal  and  State  Single  Al1dits  for
go,•crruncntal and non-profit orgt1nb1tions in ut·conhlm.:c wirlt Covc111111a11 Auditir1.� Sn1111/a,ds, 011-LB l lnifonn Guid1UJcc and Chaptt1:, 10.fi'i(I "l}d 10.5';0, Rules ,,f th< Audll<>r Ce11cr«I, ttspcctiycly

Riehl.- sruys cun�ut \ntb topics rda□ns to accounting and auclidng, and more spec:ilkall)', in the isovernmcnt and n,1n:Proflt industrit:s. by frequently nttcncling l0t.-al. state and nru:iotml qniui11g seminmcs nnd conferences -provided \,y thc Amcricnn Institute of Certified Public Aec('II.Jntll11rs; Florida Institute of Cc:rtifkd PtJbUc Accountnnt,;; C,o,•ernmcnr Finance Officers Assodacion, and Flocidn Gm·1"1'11mcnr Fmaoc,·  Offlccrs  Associntion.   Rfchk  is

.romplfant \\nth the Ydl,"v Book rcqniremchrs forGPE
l'tiil�lo  starting RkhkTandoc, P.A.,Rlt.:hic W:lS
� Pllrtllcr wich SF-.J&T, LLP/l'AAST P.L for 22 years.  and  pl'lor  r.o  that, he ,vas a  Senior
?.1anagc.r ,vi.di KPll1G I.or 8 )'t-ars.	Dncing hls
rime at KP/VIG, Richie completed n l-ycn nudil
rot"liott in KPMG's London, E.ngl,uid offitc.
Rlchlc has pro"ickd so.·vkcs to a ,,1t11: mngc of
go\'crnmcntttldkntsindudiog, IUl\ot1gst otli.<'1-S:Boynton lk'ndl G.1mmunlt1•Rcck"·elopmi!nt Agency: City of CQro! Spch�-s: City of lfukah; Clty of l\,tfaml; City of Miami Ct>m1nualty Rtclcvdopmcnt Age.nck.s; Cit)' ,,f Pompano Beach; Coconut Groye 13uslncss l.n1pro1,emenl District: Flotidn l'lcp,111.=t of fn."llOnm"-ntal ProLe,;don; Lincoln Rooil ljuslncss lmpro\'emcnt District: Miami ]),1dc County; lvlimni D11dc::L'qlt\."Sswny Authority: �U-runJ,l)auu County fuclusrrial nev. Authority. School Board of l'vlinmi Dade Count)•; Sicbool nt.srr;!ct of Palm tlt.'ncb Count)'; Twu Ridges Communlty Dc,,:lc,pmcnt District; vVashingron A1·cauc Busi.ne.,;s lmpro1·cmcnt Disnict: \IJcst Villll!;lcs lmprovcnlCllt Dlsnicr; and Wyn,Yood Business lmp1uvcmcnr Disnict.
Jenny Oi:antcs, CFE
E11gagcmc11t S1:nior l\1anagcr
Res&9nsihilicie,;
Jenny ,vill be responsible for clcvcloping nncl coordinating rhc 01·crrul audit W\)tk plan under the dixi1ction of the clic11c .scnicc partncr. Her rcsponsibiliti•-s:Ilsa include supet,ising sraff personnel

�OQrdinatlng the day-to,d11y audir ficlchvruk\Yith cbcSupa,·isor, and pctfonning nnin depth rc,iC\v of all pc1tinrnr"'ark pupcrs.md reports.

Page IS

Jenn)•,vi.ll:tls<, be respousihk for ,oordinatbig the completion or the nucllt nod tbe pi-..-paracil1nor th<? i:eports; and for bonging ro LI,., attention of die d.icnt sc:.nicc p:trtner nn}' tcclmkal and sens\tive issues.and potential solutions to such.

Resume
Jenny is a Ccrtifkd Fraud Exnmincr "ith o,·cr 25 ymrs of �i:,crfcncc pro"icling n1tcllt scniccs to governmental nncl non profir clients. Ptior to ihc joining Richie Tandoc, P.A_, she spent hcr entire	pqblic	lcco-unting	cart.-.:r	:it SKJ�-T/PA..<\ST. P.L,c!s!ng tn the lcvd of Senior
�lannger.

She has substantial c.,p;rkn�'t: in auditing govcrnmcnta! oncl non profit entities in accordapce \\Tlth G(l\'Cp1mcnr ;\ud1tin� $tand<Trtls. auditing fed.cm! and state grnnts in accordance "'Ith Olv!B Cil'cu!:lr A•l31/Uniform Gu!Llnnc-c nntl Rulrs of the Auclitor Gcncrur of the Stare of Florida.

Jenny stays c-urrcnt "'ith topics refacing to accounting and auditing. and more specifically, in thegovcrnmrnt nnd non-profit inclustrics, by frt'Cjuently attending lo<::U, Slate and n,1tional tmining seminars nnd conkn:nt:cs pro1•tili:d by the Amcrican Institute of Certified Public Acc,)untanrs; F.lorida lnstiturc of Ccnifkd Public Accountants: Gol'cn1mcnr Fin:1ncc Of[iccrs Assodacion; and Floridlt Go,·cmmcnt
Finance.  Officcrs  Association.   J=y  ts
co1npliant \\�th the Ydlo,Y llook tl'C[U.ircml'11ts
forCPE
J=y	has pro,iclcd •;c-1-..•ie�s co a \\idc rnngc af government clients including. rutlOlll,,'SL others:
Eoynron	Bcadi  Conunuulty	R<:clcl'cll)pmcnL
Agency; City of Coral Springs; City of Ml:uni Community Rctkl'dopmentAgcndes; c,x:onut
Gro'l'c B1.1s1l1css J.ruprt:11·emct1L DisLric:t;'Florida ))c_pamncnr of En,1ronment;tl Protection; J\1liami• Dade County: l'vliaml•Dacie County Aviation Dcp:1rrmcn1�tvfiami Beach Rousing Autl1otity; School Boa!'cl of 1,.1inmi Dade County; School District of P11lm llt-ach County: nncl vVy11wood Bu.incss lmpto,·cm<:>nr District.

Danae Garcia
Engagcm01t Supcn<is{)r
Responsibiliries
Dnnac "ill:tSSist In the planning ('I[ thenudlt; all(lL1tte: audit msks to staff and dirt.-ct the:day-to-day pt:rformanL"' of the plan. will be undt!t· the SU[>('l"\tiSlon of the client scrvic� p:u:mcr and senior nmnager. supervise nudit staff :m.cl oversee dlll.ly prngrcss of the engagement; communkatt \\1th tbc s..111ior mnnnger r<1,mrcliug the progr,-ss of the nuclk; n:,,jcw all worb.'Pnpcrs and reports, and idcntify anr technical is,1.1cs to be discuS&-d ,,iththesenior man11gcr.
Resume
Drum� bas o,·cr· 13 years of C.'-']C-.ericnce pro,1d!ng nudfr sctt1,.:s to ·govt'lnmenrnl and nmi profit clients. l)cior to tbc joining llichie Tm1doc:. ['.A. sbc spc'Ilt bcr entire public nccounting <':lrccr nt Stq6::T/PAAST, P.L. ti.sing to the lc,-cl of Supervisor. She hns substantial cxpetkn�c in auditing governmcnt:tl and non profit entities in accortl.incc "1th Gavcrnmcn1 Auditing Swml11r;ls, auditing federal nnd srare grnncs In ac�orclancc ,,ith 011,m Circular A 133/llniform Guiclitncc and Rules of the A11diror General of the State:of Florida

,mu

Danae sroys u1m:m with topics· relating co accoil11tl11g	auditing, l\lld mo1-.: spccifu::tlly, in elitegovernment ruid non-profit industdcs, l,y (n,qucntly attending loc,tl, SI.Jlle and national trnining i;.,mlnnrs and conferences pro,·idtid by the	AmerL..'R!l	 lnstirui;c of	Certified		Public AccO\llltnnts; Flor!<ln	Institute	of		Certified l'i,blic	Accountants:	 G0Ye1nmc11t		Finance Offic.crs Association; and Florid, GL>V<'l·mnL11t Finance		Offkers	Ass,,dation.		Danae	is
complianc with the Yellow Book requirements		 forCPE.
l)nnni: bas pro,iclcd seniccs to a wide rnngc of go1·,mmrnl clients induding, amongst others:
.Boyntt1a Beach Community Rede,eelopmc.nt Agcncy; City of Mia.ml; City of i !iami Community Rcdc,-clopmcnt Agenc-k-s; Coconut Grove Business bnpi:oYement Discrict; Un.coin Roacl Business lmprovcincnt Dlst:rlct; :Vliruui-Dade County; Miami Dnclc Count)' h1clusoial De,·. Authority; School
.Bnnrd c>f 1'1iami-Dack County; School Disrrkt of Pnhn Bc'!1d1 County; Two Ridges Community D,vdopmrnt District; Vil&in.ia Key Beai.:h Park Trust; \.Vashingron A,--cnuc Businl!SSlmpro\fcmcnt District; Wt:st Villages lmpro\'ement District; a11d W)'llv."Ood h'usiness lmpco�emc-nt Dislrkt.

Our profcssion,ils hiwc subst,mtinl c�--pclicncc in nudir!ng go,\:mmtntal entitles in ,i.cc>rclan.:e \Vltb au,liting st:inclm:ls gcncrall)r nt'Ccptcd in the l lnit..-d Stnt..-s of Amerii.:a, A11dfls of Nbt,Jor-proflt 011:uni�tw11s, Go,..,,11mrn1 A11di1UI);( S1<11rdllrd.1, 0MB llniform Guidahc1.: (i..:. Ft:clernl Single Audits), Chapter, 10.650 a11dll1,550. Rulesof1/icAuc/iw.-Gcun-al (Le. Smrc:Single Audits) and dw preparation of finn.nc!:tl statements in accorda11cc \\1th. such st:mdro:ds. nod FASB and GAS.B pronouncements. stntcm�nts:111clInt.rrprctari,1ns.,vhcn:applkablc.
11,!orc specifkally, we have signifkant c.,cpcriencc 1n :1uditing spccl:tl districts nnd t>thcr spcciltl puq,c,�governmental Cl1tilk$, similar to the Disn:ict. Die follo,vJng is nsckcr list ofsp<.-cial clisrrkts th.-it tbi: ptopoSL-cl ream mcmbe:rs havepto,1ded audit services to in tht lust year;

Boynton Beach Community Redevelopment Agency
$l'.f\1ccs Conducted:	finauc·i!Jl ':itlln!.mcnt audil
Plincipal Contact:	\'kki }ill!, Flhancc Director
100E.Ocean Ave.Boynton Beach, FL33-135
(561) 600 909]
I'	'

City of Mi�miCommunity Rede,•clopmcnt Agencies (3 Special Districts)
Services Conductt'cl:	Finandnlstatement nudit, Federal si!,gle nuclit, andagreed
	upon procedures
l'cincipalConrncc	�1igucl \'alcntln, Finance Officer
819 NW 2m1Aw�. 3rd Floor. Mi,uni, FL33D6 (3(15) 679 6810
r

Coconut Grove Business lmpfl>vement District

financial st:atcrt>COLaudit

Principal Contact:	NlarkBums, E...ecutiYcDircctor
3250 tvlnry Sr.l,30�.Coconut GroYc, FL33l33
(305) 461-5506
II

Lincoln llQad Business Improvement District
Services Conducted:	FlnanciJ1I stlltCJncnt audit

Principal Conl;l\cc	Anahd rJopis, E.'<-,;ut:ivc lnrc-cr,,r
162(\l)n:.'<<;l Ave,SuiteJOO, lvllami Bench, Fl 33139 (1!15) (\()(1 !1219

Mia.mi•Dade County lndustrial Development Auchoriry Scr\'.ices Conductt-d:	Financinlsrnrcmcnt audit

Prind_pal Conlflct:.	Amnncfa Uovet, CFO
SOS\VSth St,Su:lt�2801. Miruni. FL 33130 (W'i) 579-0070
,	11	t

'	Two Ridges Community Development Oistrict

SctYiccs Conductcxl;
Principal Contact::

Fin,1nciJu statctncnt audit
Jdf\.Valkcr, CF()(iipccL1l District iicrvkcs. Inc,)
1501A Burns Rd,l'alm Jk":lch Gardens; FL13410
(561) 579 63(1 -1911

s�rvkcsCrn1tluccccl Principal Co11mcc;

West Villages lmpro,-ement District
Financial stat=cnt,a11clit ant!sratcsingleaudit Jclf\.Valkcr. CFO(Speciall)istrkt Services, Inc.) 2501A Bums11d.Pulm BeachGardens, FL33410 (5C'il) 579,630,4921

\VMhington Avenue Ru!!ineru; lmpl'ovement District	
$1.:t'Vic�s Conduct�d:	Raanclal st:tll!lllcut :tuuk
Prlndpnl Contnc.t:	Iro)'V'VJ:igbt,£'(c,:uq\'t: Dlrccror	.
123.f \VashingtonA,·c,#20-+. Miarol.B�cb. H.3TI39
(305) 916 0779

Ricliic Tandcx:, I'.A.hns the ability and tapabillty to p,:dt1rm thesCC\i<.'\!s required in I.bu R.FP, baSl'Q on the pr.o1=d tt."lm m@1ba-s' e:xpcritncc in .,,,ditiag similar entitie�. �nd our knn,yledgc of 11nd 1:xJ,>CJ:tisc, instate md l=l 1,w,•cb1menc ncco1,1nring andnuclltlng. \Ve undcr<;toncl rbcscopeof work inclutlcS ari auclir of-th..-District'sl,asicfinnndrustnr<'lllmrs,in n�corclnncc \\1th:
Rules of the Audlt\>r Gcnc1-iilof the Srntcof Floi;ld:i...Cl"lf)ters1(\ 'i50:
Sc..;tio.a 215."115, F\odcb Stallltc-s, l.gc11ICOl'trlfnl(11' J11vc.11mo11 l'olicics;
Audlcs t,r5rnrcanclLoenl Govcnuncnrs. lssucd b)' rhcAICPA;
Generally Accepted Auditing Stancbrds;
G1.wcrnmml AutlitingStand.irtls. lssuc'CIb)' the Cbmptrollcr General of the United Stntes;
Generally Acl-cpleil Gnv1:mmcnlnl A,'<:,mnriag Stan,u,ros: and
Any ocher applknbk fr<lcmL state, locnl rcgulatl<ias or p[9fossfoJJnl gulcLmcc not spccifii,nlly listed:abov,ev, ltlcil mnylx atloptt'tl by these,;,�ant?ntl-On$in the f'llt:urc.
Our uuclcrstanilingof the reports to be:i$suc-d for the n1suic:l, inch,1dc.
Repon on the fairptc&t.'lltationof the b,slc f.!n;1ndnl statements (inclcpcudenrautlitor's.rcport);
ll.epnrt Oll intcmnl control r,1rc·r fina.nlial reporting nod on complln.ott' and orhcr mntrcrs b:is<:tl on an nuclit of thefinnncialstateme_nrs (Yellol\· Book re_port);
�•fonngl'ltlt>nt ktter io,1ccordancc with "Rules of the AndltorGc-o<!tal": nnd
R<.-po1-r-011cempl.iancc ,vitbSection 218,-115, Flnrkla Storutcs, Lo.·al G�,..:11u11cn1 l11vc.1tmcn1 Polkk.i,
As previous!)' mcutionc-cl. akhnugb the Finn hasonly reccntlr be6""1 opcttll,ions as iLS o,vn CPA firm,
ull of the government oudir professionals at the E'rrm h.-i,·c been togclhcr since thcit:tlnys al S�J�I.
[Ll'/PA.AST. P.L Thethreemembers on rht• p,:np1,1scd team h�1-e been�-orking rog1;c1ierstu,e ll\('13, 1md bnvc lil'W pr011tling audit5crlitts to our governm�ntul cll�brs since then, 1111d will continue to dosounder Riehle Tnndoc. PA

R.kbk Tandoc, P.A.'s polit'YIs lo 1:Stimfltefoes at am,Junl:S thar.urc highly t'ompetitivt', but will nlso
-ennbk us ro rcspoad to your needs and provl,.k the quality of sen1cc rl:tnt tbc District requires. In gci1cntl. ooi-fees arc based on the lcvd of c.1>1:>tticncc and training of the individuals nssignl>dto thc 1cngagc111cnr.
Our proposed Ices bdow also 1ncinde thc a,·ru!ability of U1ti members o{ tbt: "°Jlngcincn� tc:-am tp 1lSSist the	Distrtcr in .\nS\vcdng any accounting, �utliting, and/or l'in.'111dal reporting tt..:.bnicl tJUC!Srions, or nn5• other 4uestions ,vithin the scnp1:o( thc o.ucli.t eng,,gcm(:nl, ducin�tbc t!.llgugi!lht'nl 1md throughout the year, \Vedo rtllt charge o:xtrn fOI' th��-c-klnds 11[ ttcbnicol quL'Stions	!iO\\'e\'er, quL-Stion�orseniccs thatan, not"·!thin theSC!O['le nf the auditmnyinclude tbose sen-ices thatw-ould not b,11p:J.irour independence ns your auditors, such as cnnscru: letters, ce1tnin• agreed upon pl'oc<!durcs, tax rclated i=n:b and inquiries. and CCltnin ocher financial consulting scniC<'s, nnd
,vould therefore bechro:gt-dattates agrectl-upon 11ithman,"Scmrnt

Rich.it:T:inc.loc, P.A.'s lumpsum ptllpo,�cd cost forth�onnunl nudit scni,:cs, :ire nsfollows:
Lump Sum
Yeitr Ending Sc.-p 30,	Prop<>Sed Cost
1016	i	4,800	
2027	�.800	
1028	5,000	

Wirh m.1aog,•ment'sat1proval, our propnsed timer::il:,lc for the oudlcis as follows;

K�y Phase	N°lW	Pee	Jan	Feb	
Audit Planning								
lnrcrim Proc.;clur,:s										
Y<:ru:-	End Sub,,'tllnth·c Testing									
Exit Confercmce 3nd nraft Reports										
Finni Reports							l		
Once LI1H Limctablc is agn,cd and fi.rutll=e,dvith·m.1nngcmcnl of the District. Richie Taniloc. PA "·ill
be cornmitt1.-d to completLng the audit ,vitbm the clat,-s�pcdficd.

Laurel Road Community Development District

Ranking of Auditing Services Proposals

Laurel Road CDD	
Auditor Selection - Manager's Recommended Rankings	

Criteria	
Possible Points		
Grau & Associates	
Grau & Associates Rec. Points	
Richie Tandoc, P.A.	
Richie Tandoc, Rec. Points	
McIntosh CPA	
McIntosh Rec. Points	

Ability of Personnel	

20.0		Qualified, Multiple CPAs on Staff	

20.0		
Qualified, CPAs on Staff	

12.0		
Qualified, CPAs on Staff	

20.0	

Proposer's Experience	

20.0		Extensive CDD
Experience	

20.0		
CDD
Experience	

15.0		Extensive CDD
Experience	

20.0	

Understanding of Scope of Work	

20.0		

Sufficient	

20.0		

Sufficient	

20.0		

Sufficient	

20.0	

Ability to Furnish Required Services	

20.0		

Capable	

20.0		

Capable	

20.0		

Capable	

20.0	

Price for Services for Three Years	

20.0		

$6,000 +
$6,200 +
$6,400 =
$18,600	

14.5		

$4,800 +
$4,800 +
$5,000 =
$14,600	

20.0		

$5,000 +
$5,200 +
$5,400 =
$15,600	

18.6	
Total	100.0			94.5		87.0		98.6	

Laurel Road Community Development District

BOARD OF SUPERVISORS’ MEETING AGENDA

Laurel Road Community Development District

Consent Agenda

Laurel Road Community Development District

Minutes of the August 12, 2026, Board of Supervisors’ Meeting

MINUTES OF MEETING

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

Board Members present:
Pete Williams	Chairperson
Janice Snow	Vice Chairperson
John Blakley	Assistant Secretary
Dale Weidemiller	Assistant Secretary	(via phone) John Leinaweaver	Assistant Secretary

Also present:
Vivian Carvalho	 PFM Management Services LLC – District Manager Kwame Jackson	 PFM Management Services LLC – Associate DM Amanda Lane	PFM Management Services LLC – District Accountant John McKay	J.H. McKay, LLC – Consultant
Andy Richardson  Neal Land & Neighborhoods – Developer	(via phone) Tom Panaseny	Neal Land & Neighborhoods – Developer	(via phone) Bobbi Claybrooke  AM Engineering – District Engineer	(via phone) Sydney Pollock	WTS – Lifestyle Director	(via phone) Jennifer Villareal   Neal Land & Neighborhoods
Pat Neal	Neal Land & Neighborhoods

FIRST ORDER OF BUSINESS	Administrative Matters

Roll Call

The Board of Supervisors’ Meeting for Laurel Road CDD was called to order at 12:35 p.m. Those in attendance are outlined above either in person or via speakerphone.

Public Comment Period

Mr. Neal provided an update on the Laurel Road Widening Project. He noted that the project would not cost the District due to funds coming from Bond financing.

Mr. Williams gave an overview of how the public hearing will proceed. He also gave an overview of the processes of the District and electing Board members.

Consent Agenda Items #1 – 5
Minutes of the July 8, 2026, Board of Supervisors’ Meeting
Payment Authorization Nos. 148 -
155
Funding Request Nos. 213 - 214
Safetouch	Estimate	6700	for Equipment Repairs
District Financial Statements

The Board reviewed the consent agenda items.

ON MOTION by Mr. Blakley, seconded by Mr. Snow, with all in favor, the Board approved the Consent Agenda items 1 - 5.

SECOND ORDER OF BUSINESS	Business Matters

Consideration	of	Auditor	Selection Committee Recommendation

This item was deferred.

Consideration of Resolution 2026-07, Adopting Goals, Objectives, and Performance Measures and Standards for Fiscal Year 2027

Ms. Carvalho noted that the objectives and goals are in line with those adopted for FY 2026.

ON MOTION, by Mr. Williams, seconded by Mr. Leinaweaver, with all in favor, the Board approved Resolution 2026-07, Adopting Goals, Objectives, and Performance Measures and Standards for Fiscal Year 2027.

Public Hearing on the Adoption of the District’s Annual Budget
Public Comments and Testimony
Board Comments

Consideration of Resolution 2026-
08, Adopting the Fiscal Year 2026-2027 Budget and Appropriating Funds

Ms. Carvalho requested a motion to open the public hearing.

Ms. Carvalho noted that the resolution includes all the obligations the Board will adopt today.

ON MOTION, by Mr. Williams, seconded by Ms. Snow, with all in favor, the Board opened the public hearing.

A resident questioned the need for a third staff member at the amenity center. He also commented on cable TV expense and the costs of landscaping.

A resident commented on the roads and mud. He noted that he was not clear on the differences between the District and the Homeowners Association. The resident also expressed concerns with the costs of cable TV, landscape maintenance and pool equipment. He noted the chairs at the pool are in poor condition and the garbage is piling up.

Mr. Williams gave an overview of the standard processes and procedures of budgeting and maintaining what the district owns. He reviewed landscape maintenance, pond maintenance and expectation of cable TV and WIFI in the amenity center.

A resident became upset and boisterous. Mr. Williams initiated a five-minute recess.
The Board of Supervisors reconvened at 1:01 p.m.

Mr. Williams suggested that management post an understanding for the residents of what is maintained by the District and the Homeowners Association.

ON MOTION, by Mr. Williams, seconded by Ms. Snow, with all in favor, the Board closed the public hearing.

Mr. Williams noted that every property pays their share of the assessments.

ON MOTION, by Mr. Williams, seconded by Ms. Snow, with all in favor, the Board approved Resolution 2026-08, Adopting the Fiscal Year 2026-2027 Budget and Appropriating Funds

Public Hearing on the Adoption of the District’s Annual Budget
Public Comments and Testimony
Board Comments
Consideration of Resolution 2026-09, Adopting an Assessment Roll for Fiscal Year 2026-2027, and Certifying Special Assessments for Collection

A motion to open the public hearing was requested.

ON MOTION, by Mr. Williams, seconded by Mr. Leinaweaver, with all in favor, the Board opened the public hearing.

There were no public comments.

ON MOTION, by Mr. Leinaweaver, seconded by Ms. Snow, with all in favor, the Board closed the public hearing.

There were no Board comments.

ON MOTION, by Mr. Williams, seconded by Ms. Snow, with all in favor, the Board approved Resolution 2026-09, Adopting an Assessment Roll for Fiscal Year 2026-2027, and Certifying Special Assessments for Collection.

Consideration of Resolution 2026-10, Adopting the Annual Meeting Schedule for Fiscal Year 2026-2027

Ms. Carvalho noted that the November 10th meeting falls on Veterans Day and suggested moving the meeting to November 18, 2026, at 12:30 p.m. at this location.

ON MOTION, by Mr. Williams, seconded by Mr. Leinaweaver, with all in favor, the Board approved Resolution 2026-10, Adopting the Annual Meeting Schedule for Fiscal Year 2026-2027. The meeting will be held on the second Thursday of every month at 12:30 p.m., with the exception of the November 18, 2026, meeting, meeting at 5800 Lakewood Ranch Blvd., Sarasota, FL 34240.

Discussion	of	Off-Duty	Officer Assignment for Traffic Calming

Ms. Carvalho noted that the Board Chair previously approved this for the first week of school.

ON MOTION, by Mr. Williams, seconded by Mr. Blakley, with all in favor, the Board ratified Off-Duty Officer Assignment for Traffic Calming.

THIRD ORDER OF BUSINESS	Other Business

Staff Reports

District Counsel –	Not present.

District Engineer – Ms. Claybrooke noted that there was an RFQ advertised for the Laurel Road Widening Project. A decision to readvertise was made due to the lack of responses.

District Manager – Ms. Carvalho noted the next Board meeting is scheduled for September 9, 2026, at 12:30 p.m.

Field Services Operation Manager – Ms. Carvalho noted that the Field report was in the agenda package.

Lifestyle Director – Ms. Carvalho noted that the Lifestyle report was in the agenda package.

Audience	Comments	and	Supervisor Requests

Mr. Williams requested that Mr. Jackson and Ms. Snow talk with Mr. Richardson and Mr. Ramer to ensure that the builder is using the proper construction entrance.

Ms. Snow commented on staff positions and the need for weekend coverage.

Mr. Weidemiller, commented on the behavior of the attending members of the public today and suggested the possibility of an off-duty sheriff at the next meeting. The Board agreed that it was not necessary.

FOURTH ORDER OF BUSINESS	Adjournment

There was no further business to discuss.

ON MOTION, by Mr. Snow, seconded by Mr. Leinaweaver, with all in favor, the Board of Supervisors’ Meeting for the Laurel Road Community Development District adjourned the meeting at 1:33 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

Laurel Road Community Development District

Action Towing Services LLC Towing Agreement 2026

Action Towing Services LLC
5439 Catalyst Ave, Sarasota, FL 34233 Phone: 941‑735‑0331
Email: actionimpound@gmail.com

Private Property Towing & Vehicle Impound Agreement
Compliance Notice – Florida Statute 715.07 & HB179
Action Towing Services LLC performs all towing, removal, storage, and release operations in full compliance with Florida Statute 715.07 and Florida House Bill 179 (HB179).

Management Company Information
Laurel Road Community Development District c/o PFM Management
Management Company Name:  Services, LLC	

Property Name: Property Address:

Vistera of Venice
321 Vistera Blvd., Venice, FL 34275

Authorized Representative:	Sydney Pollock, Janice Snow, Vivian Carvalho

Phone:	941.392.2572 or 941.328.1983

Vehicle Removal Conditions
Management authorizes Action Towing Services LLC to remove vehicles for any of the following reasons.

Check the first box to authorize towing. Check the second box to tow immediately.

Vehicles parked in the road or street	[ ] Tow Immediately
Parking in fire lanes	[ ] Tow Immediately

Parking in no‑parking zones	[ ] Tow Immediately
Blocking driveways	[ ] Tow Immediately
Blocking sidewalks	[ ] Tow Immediately
Blocking dumpsters or trash collection areas	[ ] Tow Immediately
Blocking mailboxes	[ ] Tow Immediately
Blocking gates or gate access	[ ] Tow Immediately
Blocking garage entrances	[ ] Tow Immediately
Parking in reserved spaces without authorization	[ ] Tow Immediately
Parking in assigned spaces belonging to another resident	[ ] Tow Immediately
Parking in visitor parking beyond allowed time limits	[ ] Tow Immediately
Parking in permit‑only areas without a valid permit	[ ] Tow Immediately
Parking in handicap spaces without proper credentials	[ ] Tow Immediately
Parking in loading zones without authorization	[ ] Tow Immediately
Parking on grass, landscaping, or non‑designated surfaces	[ ] Tow Immediately
Parking in areas marked for emergency vehicles	[ ] Tow Immediately
Parking in tow‑away zones	[ ] Tow Immediately
Parking in commercial vehicle‑restricted areas	[ ] Tow Immediately
Parking in boat/trailer‑restricted areas	[ ] Tow Immediately
Parking in motorcycle‑restricted areas	[ ] Tow Immediately
Parking in construction zones	[ ] Tow Immediately
Parking in maintenance or utility areas	[ ] Tow Immediately
Parking in areas designated for management or staff	[ ] Tow Immediately
Parking in HOA‑restricted areas	[ ] Tow Immediately
Parking in violation of community rules	[ ] Tow Immediately
Parking in violation of lease or rental agreement rules	[ ] Tow Immediately
Parking in violation of posted signage	[ ] Tow Immediately
Parking in violation of temporary event restrictions	[ ] Tow Immediately
Parking in violation of security or safety directives	[ ] Tow Immediately
Abandoned vehicles as defined by management	[ ] Tow Immediately
Inoperable vehicles (flat tires, no tags, broken windows, etc.)	[ ] Tow Immediately
Vehicles with expired tags over 60 days expired	[ ] Tow Immediately
Unauthorized vehicles belonging to non‑residents	[ ] Tow Immediately
Vehicles creating a hazard or obstructing traffic flow	[ ] Tow Immediately
Vehicles leaking fluids or posing environmental risk	[ ] Tow Immediately

Vehicles involved in criminal activity, at management direction	[ ] Tow Immediately
Vehicles violating HOA parking enforcement cycles	[ ] Tow Immediately
Vehicles exceeding time limits in any timed parking area	[ ] Tow Immediately
Parked in the car wash area without actively utilizing the wash station or equipment	[
] Tow Immediately
Vehicles parked with no visitor hang tag in visitor or guest parking [ ] Tow Immediately
Residents parked in visitor or guest parking without authorization	[ ] Tow Immediately
Commercial vehicles with advertisements, roof racks, ladder racks, tool racks, business signage, or vehicles deemed commercial by management or the tow company
[ ] Tow Immediately
Any vehicle management deems unauthorized under property rules	[
] Tow Immediately

Towing Method Selection (Patrolled or Call‑In)
Management must select one:

Patrolled Towing
[ ] Patrolled Towing

Action Towing Services LLC will patrol the property at intervals determined by the company. Any vehicle violating Section 2 may be towed immediately if the “Tow Immediately” box is checked.
PM Start Time: 				 AM End Time: 			 24/7 Patrol Coverage:	[ ] Yes	[ ] No

Call‑In Towing Only
[x] Call‑In Towing Only
Action Towing Services LLC will tow vehicles only when contacted by management.

Resident‑Requested Towing (Garage or Assigned Space Blockage)
Can residents request towing for a vehicle blocking their garage or assigned parking space?

[ ] Yes — Residents may request towing when a vehicle blocks their garage, driveway, or assigned parking space. All resident‑requested tows must be verified and approved by management prior to removal.
[x] No — Residents may not request towing. Only management may authorize removal.

Property Access & Gate Code Requirement
Management agrees that Action Towing Services LLC must be provided full access to the property for towing operations. The required gate code for entry shall be 0331, and management agrees to notify Action Towing Services LLC immediately if the code changes.

24/7 Towing Authorization
Management authorizes towing 24 hours a day, 7 days a week in accordance with 715.07 and HB179.

Agreement Term
This agreement remains in effect until canceled in writing with 30 days’ notice. The agreement will continue in force until such written notice is received. Management must provide any rule changes or updated towing instructions in writing. Action Towing Services LLC may suspend or terminate services if safety or statutory compliance is affected.

Hold Harmless, Rule Responsibility & Indemnification
Management agrees to hold harmless, defend, and indemnify Action Towing Services LLC from any claims, disputes, damages, or liabilities arising from towing performed under this agreement.
Management is fully responsible for understanding, enforcing, and communicating all HOA rules, community rules, parking policies, lease requirements, and property‑specific regulations. Action Towing Services LLC performs towing only at the direction of management and relies entirely on management’s representation of the rules, violations, and enforcement decisions.

Management acknowledges that all liability related to rule accuracy, enforcement, signage, notice requirements, visitor/guest policies, permit systems, and any disputes with residents,

tenants, guests, or vehicle owners rests solely with management. Action Towing Services LLC is responsible only for the physical towing, transport, and storage of vehicles, and only for damages caused by proven negligence during those actions.

Section 6 Acknowledgment & Signature

Management Representative Name: Signature (Required):
Date:

Start Date of Agreement
This agreement becomes effective on:

Pete Williams, Chair

8/27/2026

People Authorized to Request Tows
Only two individuals are permitted to authorize a tow on this property. This avoids confusion and ensures full accountability .No other residents, staff members, security personnel, or third parties may request or authorize a tow under any circumstances

Primary Authorized Individual:
Name: 	Sydney Pollock	
Phone Number:	941.392.2572	
Email Address:	lifestyle@northriverranchisd.com

Initials: 	

Secondary Authorized Individual:

Name:

Janice Snow

Phone Number: Email Address: Initials: 	

941.328.1983
jsnow@nealland.com

.

Signatures
Management Company / Property Owner

Name: Signature: Date:

Pete Williams, Chair

Action Towing Services LLC Representative
Name: 		 Signature: 		 Date: 	

illi m

I
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•
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Laurel Road Community Development District

Payment Authorization Nos. 156 – 159

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT	
Payment Authorizations Nos. 156 - 159	

PA #	Description	Amount	Total	
				
156	Comcast Business	$	184.95		
				
	FPL	$	3,495.37		
				
	GreatAmerica Financial Services	$	369.16		
				
	Pye Barker Fire & Safety	$	746.20		
				
	Southern Land Services of SW Florida	$	350.00		
				
	Tyree Brown, Arborist	$	500.00		
				
	US Bank	$	2,256.16		
		$	4,493.84		
				
			$6,750.00	
				
	WTS International	$	2,393.94		

	Xfinity	$	100.00		
				
			$14,889.62	
				
157	Advanced Aquatic Services	$	1,964.00		
				
	Alsco Uniforms	$	75.83		
				
	Clean Sweep	$	950.00		
				
	Doody Free 941	$	234.00		
				
	Florida Natural Gas	$	16.07		
				
	Impact Landscaping & Irrigation	$	111.00		
		$	15,334.67		
		$	1,986.00		
		$	3,535.41		
				
			$20,967.08	
				
	Jan-Pro of Manasota	$	1,325.67		

	NaturZone Pest Control	$	210.00		
				
	Neal Land & Neighborhoods	$	3,375.00		
				
	Rayco Electric	$	155.00		
				
	Safetouch	$	2,034.55		
		$	1,538.46		
				
	S & G Pools	$	1,552.00		
				
	Thomas Stone	$	100.00		
				
	TieTechnology	$	73.38		
				
	Valley Bank	$	1,186.78		
				
	VGlobalTech	$	160.00		
				
	WTS International	$	2,162.00		
		$	49.50		
		$	65.91		

		$	346.50		
		$	693.00		
				
			$3,316.91	
				
			$39,234.73	
				
158	AM Engineering	$	1,035.23		
				
	Charles Brown	$	600.00		
				
	City of Venice	$	2,083.88		
		$	7.28		
		$	19.42		
		$	232.80		
		$	13.49		
		$	151.26		
		$	677.48		
		$	214.56		
		$	3.80		
		$	2,786.90		
		$	394.27		
		$	538.23		

			$7,123.37	
				
	Daystar Exterior Cleaning	$	1,530.00		
				
	Impact Landscape & Irrigation	$	521.00		
				
	Isaac Murray	$	375.00		
				
	Milton Davis	$	300.00		
				
	Neal Land & Neighborhoods	$	3,375.00		
				
	Rhett Dinka	$	375.00		
				
	Robert Santa	$	375.00		
				
	Safetouch	$	9,403.90		
				
	Supervisor Fees	$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		

			$1,000.00	
				
	VPD FOP Lodge 57	$	50.62		
				
	Verizon Business	$	74.90		
				
	Voltaire E-Bikes Venice	$	504.96		
				
			$26,643.98	
				
159	Alsco Uniforms	$	75.83		
				
	Comcast Business	$	194.95		
				
	Crew Entertaintment	$	100.00		
				
	FPL	$	34.75		
		$	2,816.37		
		$	47.33		
		$	46.65		
				
			$2,945.10	

	Impact Landscape & Irrigation	$	445.00		
				
	Jake Nozek	$	350.00		
				
	Navitas Credit Corp.	$	2,465.17		
				
	PFM Management Services	$	4,625.00		
		$	132.75		
				
			$4,757.75	
				
	Prime Air Conditionin & Refrigeration	$	1,474.95		
				
	TECO	$	66.75		
				
	Tyree Brown, Arborist	$	500.00		
				
	Vogler Ashton	$	4,911.00		
				
	WTS International	$	2,395.22		
		$	2,397.26		
			$4,792.48	

			$23,078.98	
				
		TOTAL	$103,847.31	

				

				

				

				

				

				

Laurel Road Community Development District

Funding Request Nos. 215 – 218

LAUREL ROAD COMMUNITY DEVELOPMENT DISTRICT	

Funding Requests Nos. 215 - 218	

FR #	Description	Amount	Total	
215	Kimley-Horn and Associates	$	4,850.83		
				
			$4,850.83	
				
216	Stantec Consulting Services	$	10,978.50		
				
			$10,978.50	
				
217	AM Engineering	$	1,224.00		
				
			$1,224.00	
				
218	Stantec Consulting Services	$	28,914.00		
				
			$28,914.00	
				
		Total	$45,967.33	

				

				

Laurel Road Community Development District

District Financial Statements
(provided under separate cover)

Laurel Road Community Development District

Consideration of Insurance Premium Finance Agreement

GAA.PROCESSING@IPFS.COM
400 NORTHRIDGE ROAD SUITE 450
ATLANTA, GA 30350
(877)513-9487 FAX: (770)225-2866
CUSTOMER SERVICE: (800)584-9969

PREMIUM FINANCE AGREEMENT

IPFS CORPORATION

A	CASH PRICE (TOTAL PREMIUMS)	$42,089.90	
B	CASH DOWN PAYMENT	$3,507.35	
C	PRINCIPAL BALANCE (A MINUS B)	$38,582.55	
D	DOC STAMP	$135.10	

 
INSURED
(Name & Residence or business)
Laurel Road CDD
c/o PFM Management Services, LLC 3501 Quadrangle Blvd Ste 270
Orlando, FL 32817-8329
(407)723-5945
lanea@pfm.com

AGENT
(Name & Place of business)
EGIS INSURANCE & RISK ADVISORS
150 E PALMETTO PARK RD SUITE 705
BOCA RATON,FL 33432-4827
(561)693-4515 FAX:

Commercial
Account #: 		LOAN DISCLOSURE	Quote Number: 36419621

ANNUAL PERCENTAGE RATE
The cost of your credit as a yearly rate.

8.050%	FINANCE CHARGE
The dollar amount the credit will cost you.

$1,575.79	AMOUNT FINANCED
The amount of credit provided to you or on your behalf.

$38,717.65	TOTAL OF PAYMENTS
The amount you will have paid after you have made all payments as scheduled

$40,293.44	
YOUR PAYMENT SCHEDULE WILL BE	ITEMIZATION OF THE AMOUNT FINANCED: THE AMOUNT FINANCED IS FOR APPLICATION TO THE
Number Of Payments	Amount Of Payments	When Payments	PREMIUMS SET FORTH IN THE SCHEDULE OF
Are Due	MONTHLY	POLICIES UNLESS OTHERWISE NOTED.
11	$3,663.04	Beginning: 11/01/2026
Security: Refer to paragraph 1 below for a description of the collateral assigned to Lender to secure this loan.
Late Charges: A late charge will be imposed on any installment in default 5 days or more. This late charge will be 5.00% of the installment due. Prepayment: If you pay your account off early, you may be entitled to a refund of a portion of the finance charge in accordance with Rule of 78's or as otherwise allowed by law. The finance charge includes a predetermined interest rate plus a non-refundable service/origination fee of $20.00. See the terms below and on the next page for additional information about nonpayment, default and penalties.	
	POLICY PREFIX AND NUMBER	EFFECTIVE DATE OF POLICY	SCHEDULE OF POLICIES INSURANCE COMPANY AND GENERAL AGENT	COVERAGE	MINIMUM EARNED PERCENT	POL TERM	PREMIUM		
	1001261018	10/01/2026	LLOYD'S LONDON - CERTAIN UNDERWRITE FLORIDA INSURANCE ALLIANCE	PACKAGE	25.00%	12	42,077.00		
					Broker Fee:
TOTAL:		$12.90
$42,089.90		
The undersigned insured directs IPFS Corporation (herein, "Lender") to pay the premiums on the policies described on the Schedule of Policies. In consideration of such premium payments, subject to the provisions set forth herein, the insured agrees to pay Lender at the branch office address shown above, or as otherwise directed by Lender, the amount stated as Total of Payments in accordance with the Payment Schedule, in each case as shown in the above Loan Disclosure. The named insured(s), on a joint and several basis if more than one, hereby agree to the following provisions set forth on pages 1 and 2 of this Agreement: 1.
SECURITY: To secure payment of all amounts due under this Agreement, insured assigns Lender a security interest in all right, title and interest to the scheduled policies, including (but only to the extent permitted by applicable law): (a) all money that is or may be due insured because of a loss under any such policy that reduces the unearned premiums (subject to the interest of any applicable mortgagee or loss payee), (b) any unearned premium under each such policy, (c) dividends which may become due insured in connection with any such policy and (d) interests arising under a state guarantee fund. 2. POWER OF ATTORNEY: Insured irrevocably appoints its Lender attorney-in-fact with full power of substitution and full authority upon default to cancel all policies above identified. The insured agrees that Lender may endorse the insured's name on any check or draft received from the insuring company and apply the same as payment of this Agreement, returning any excess to the insured only if such excess is equal to or greater than $1.00.
NOTICE: A. Do not sign this agreement before you read it or if it

contains any blank space. B. You are entitled to a completely filled in copy of this agreement. C. Under the law, you have the right to pay in advance the full amount due and under certain conditions to obtain a partial refund of the finance charge. D. Keep your copy of this
agreement to protect your legal rights.

The undersigned hereby warrants and agrees to Agent's Representations set forth herein.

			
Signature of Insured or Authorized Agent	DATE	Signature of Agent	DATE

Insured and Lender further agree that: 3. POLICY EFFECTIVE DATES: The finance charge begins to accrue as of the earliest policy effective date. 4. AGREEMENT EFFECTIVE DATE: This Agreement shall be effective when written acceptance is mailed to the insured by Lender. 5. DEFAULT AND DELINQUENT PAYMENTS: Insured will be in default if a payment is not made when it is due. The acceptance by Lender of one or more late payments from the
insured shall not estop Lender or be a waiver of the rights of Lender to exercise all of its rights hereunder or under applicable law in the event of any subsequent
late payment. 6. CANCELLATION: Lender may cancel the scheduled policies after providing at least 10 days notice of its intent to cancel or any other required statutory notice if the insured does not pay any installment according to the terms of this Agreement or transfers any of the scheduled policies to a third party and the unpaid balance due to Lender shall be immediately due and payable by the insured. Lender at its option may enforce payment of this debt without recourse to
the security given to Lender. 7. CANCELLATION CHARGES: If cancellation occurs, the insured agrees to pay a finance charge on the outstanding indebtedness at the maximum rate authorized by applicable state law in effect on the date of cancellation until the outstanding indebtedness is paid in full or until such other date as required by law. 8. INSUFFICIENT FUNDS (NSF) CHARGES: If an insured's payment is dishonored for any reason, the insured will pay to Lender a fee, if
permitted by law, equal to $15.00 or the maximum amount permitted by law. 9. MONEY RECEIVED AFTER CANCELLATION: Any payments made to Lender after Lender's Notice of Cancellation of the insurance policy(ies) has been mailed may be credited to the insured's account without any obligation on the part of Lender to request reinstatement of any policy. Any money Lender receives from an insurance company shall be credited to the balance due Lender with any surplus refunded to whomever is entitled to the money. In the event that Lender does request a reinstatement of the policy(ies) on behalf of the insured, such a request does not guarantee that coverage under the policy(ies) will be reinstated or continued. Only the insurance company has authority to reinstate the policy
(ies). The insured agrees that Lender has no liability to the insured if the policy(ies) is not reinstated. 10. ASSIGNMENT: The insured agrees not to assign this Agreement or any policy listed hereon or any interest therein (except for the interest of mortgagees or loss payees), without the written consent of Lender, and that Lender may sell, transfer and assign its rights hereunder or under any policy without the consent of the insured, and that all agreements made by the insured
hereunder and all rights and benefits conferred upon Lender shall inure to the benefit of Lender's successors and assigns (and any assignees thereof). 11. INSURANCE AGENT OR BROKER: The insured agrees that the insurance agent or broker soliciting the policies or through whom the policies were issued is not the agent of Lender; and the agent or broker named on the front of this Agreement is neither authorized by Lender to receive installment payments under this Agreement nor to make representations, orally or in writing, to the insured on Lender's behalf (except to the extent expressly required by applicable law). As and where permissible by law, Lender may compensate your agent/broker for assisting in arranging the financing of your insurance premiums. If you have any questions about this compensation you should contact your agent/broker. 12. FINANCING NOT A CONDITION: The law does not require a person to enter into a
premium finance agreement as a condition of the purchase of insurance. 13. COLLECTION COSTS: Insured agrees to pay attorney fees and other collection costs to Lender, not to exceed 20% of the amount due, if this Agreement is referred to an attorney or collection agency who is not a salaried employee of Lender, to collect any money insured owes under this Agreement. 14. LIMITATION OF LIABILITY: The insured agrees that Lender's liability to the insured, any other
person or entity for breach of any of the terms of this Agreement for the wrongful or improper exercise of any of its powers under this Agreement shall be limited to
the amount of the principal balance outstanding, except in the event of Lender' gross negligence or willful misconduct. Insured recognizes and agrees that Lender is a lender only and not an insurance company and that in no event does Lender assume any liability as an insurer hereunder or otherwise. 15. CLASSIFICATION AND FORMATION OF AGREEMENT: This Agreement is and will be a general intangible and not an instrument (as those terms are used in the Uniform
Commercial Code) for all purposes. Any electronic signature or electronic record may be used in the formation of this Agreement, and the signatures of the
insured and agent and the record of this Agreement may be in electronic form (as those terms are used in the Uniform Electronic Transactions Act). A photocopy, a facsimile or other paper or electronic record of this Agreement shall have the same legal effect as a manually signed copy. 16. REPRESENTATIONS AND WARRANTIES: The insured represents that (a) the insured is not insolvent or presently the subject of any insolvency proceeding (or if the insured is a debtor of
bankruptcy, the bankruptcy court has authorized this transaction), (b) if the insured is not an individual, that the signatory is authorized to sign this Agreement on
behalf of the insured, (c) all parties responsible for payment of the premium are named and have signed this Agreement, and (d) there is no term or provision in any of the scheduled policies that would require Lender to notify or get the consent of any third party to effect cancellation of any such policy. 17. ADDITIONAL PREMIUM FINANCING: Insured authorizes Lender to make additional advances under this premium finance agreement at the request of either the Insured or the
Insured’s agent with the Insured’s express authorization, and subject to the approval of Lender, for any additional premium on any policy listed in the Schedule of
Policies due to changes in the insurable risk. If Lender consents to the request for an additional advance, Lender will send Insured a revised payment amount ("Revised Payment Amount"). Insured agrees to pay the Revised Payment Amount, which may include additional finance charges on the newly advanced amount, and acknowledges that Lender will maintain its security interest in the Policy with full authority to cancel all policies and receive all unearned premium if Insured fails to pay the Revised Payment Amount. 18. PRIVACY: Our privacy policy may be found at https://ipfs.com/Privacy. 19. ENTIRE DOCUMENT / GOVERNING LAW: This document is the entire Agreement between Lender and the insured and can only be changed in writing and signed by both parties except that the insured authorizes Lender to insert or correct on this Agreement, if omitted or incorrect, the insurer's name and the policy number(s). Lender is also authorized to correct patent errors and omissions in this Agreement. In the event that any provision of this Agreement is found to be illegal or unenforceable, it shall be deemed severed from the remaining provisions, which shall remain in full force and effect. The laws of the State of Florida will govern this Agreement. 20.
AUTHORIZATION: The insurance company(ies) and their agents, any intermediaries and the agent / broker named in this Agreement and their successors and assigns are hereby authorized and directed by insured to provide Lender with full and complete information regarding all financed insurance policy(ies), including without limitation the status and calculation of unearned premiums, and Lender is authorized and directed to provide such parties with full and complete information and documentation regarding the financing of such insurance policy(ies), including a copy of this Agreement and any related notices. 21. WAIVER OF SOVERIGN IMMUNITY: The insured expressly waives any sovereign immunity available to the insured, and agrees to be subject to the laws as set forth in this Agreement (and the jurisdiction of federal and/or state courts) for all matters relating to the collection and enforcement of amounts owed under this Agreement and the security interest in the scheduled policies granted hereby.
AGENT/BROKER REPRESENTATIONS
The agent/broker executing this, and any future, agreements represents, warrants and agrees: (1) installment payments totaling $0.00 and all applicable down payment(s) have been received from the insured in immediately available funds, (2) the insured has received a copy of this Agreement; if the agent/broker has signed this Agreement on the insured's behalf, the insured has expressly authorized the agent/broker to sign this Agreement on its behalf or, if the insured has signed, to the best of the undersigned’s knowledge and belief such signature is genuine, (3) the policies are in full force and effect and the information in the Schedule of Policies including the premium amounts is correct, (4) no direct company bill, audit, or reporting form policies or policies subject to retrospective rating or to minimum earned premium are included, except as indicated, and the deposit of provisional premiums is not less than anticipated premiums to be earned for the full term of the policies, (5) the policies can be cancelled by the insured or Lender (or its successors and assigns) on 10 days notice and the unearned premiums will be computed on the standard short rate or pro rata table except as indicated, (6) there are no bankruptcy, receivership, or insolvency proceedings affecting the insured, (7) to hold Lender, its successors and assigns harmless against any loss or expense (including attorney fees) resulting from these representations or from errors, omissions or inaccuracies of agent/broker in preparing this Agreement, (8) to pay the down payment and any funding amounts received from Lender under this Agreement to the insurance company or general agent (less any commissions where applicable), (9) to hold in trust for Lender or its assigns any payments made or credited to the insured through or to agent/broker directly or indirectly, actually or constructively by the insurance companies and to pay the monies, as well as the unearned commissions to Lender or its assigns upon demand to satisfy the outstanding indebtedness of the insured, (10) all material information concerning the insured and the financed policies necessary for Lender to cancel such policies and receive the unearned premium has been disclosed to Lender, (11) no term or provision of any financed policy requires Lender to notify or get the consent of any third party to effect cancellation of such policy, and (12) to promptly notify Lender in writing if any information on this Agreement becomes inaccurate.

,••

,

,

■

IPFS Corporation®has made it easier than ever to pay yourinsurance coverages with AutoPay. Enrolling in AutoPay is easy and provides peace of mind by allowing you to set up recurring ACH or credit card payments to make your monthly installment payment automatically. After you have received your web access code, visit ipfs.com, view your account status page, and select Set Up lo gel started with AutoPay*!
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Please visit ipfs.com for more information

'Our payme,l p,ooessing SONico p,ov�er may charge a tochno<lgy fee,,mere a .,.,,dby law, related lo proces.sing a payment. IPFS's payment proces.sing service prcwidor may c/large a fee lo sol up AuloPay on betialf of a borrower.lmpenal PFS® is a lrade name affiliated w,th IPFS Corporation (IPFS®), a pren>um finance company Loans remalo subject 10 acoeptaooe by IPFS lo its scle dlscrelloo; lssuaoce of a quot• does nol o:,nstitute an offer lo lend. Aocess lo products and ,er,ioes described herein may be subjoct to c/lange and is subjeci to IPFS's standard lemis and condfons in all respects,including the lomis and coooll�ns speclncally ar,pllca�e to use the of IPFS's website and molllle applicallons, as applicable, and IPFS's eForms Disclosure and Consent Agreement. IPFS is not responsible for insuftlcloot funds or overdratt fees. Copyright© 2023 IPFS Corporation. Allrights resePJed.

Laurel Road Community Development District

Staff Reports

Monthly Summary Report
August 2026
Submitted by Sydney Pollock, Lifestyle Director &
Alex Murphy, Sr. Regional Director

Featured Lifestyle Programs & Events

BACK TO SCHOOL BASH
Saturday, August 8 t h
1 : 00 pm - 3 : 00 pm
Approximately 16-18 residents attended the Back to School Bash, enjoying a poolside celebration and a special performance by the Venice High School Cheer Squad, which was a favorite among attendees. Guests were also treated to poolside ice cream floats and enjoyed creating Back to School Survival Packs filled with school-themed drawstring bags, tissues, pens, pencils, erasers, crayons, fruit snacks, and more.
About an hour into the event, localized lightning required the celebration to be cut short for safety.

SIP & SAVOR: A LA FRANCAIS
Friday, August 21 s t
7 : 00 pm- 8 : 30 pm
Vistera residents gathered for an evening of French wine and cheese at Sip & Savor: À la Française, led by a local sommelier. Guests enjoyed a curated pairing featuring five French wines and four cheeses, with the sommelier providing insight into the flavors, pairings, and characteristics of each selection.
The event welcomed 19 attendees, with residents sharing very positive feedback and expressing how much they enjoyed the experience. It was also the first Vistera event for several attendees, making it a great opportunity to introduce new residents to the community’s lifestyle programming and encourage connections with their neighbors. Residents also offered suggestions for future wine tastings, including charging a fee for participation so the event could feature higher-end, more expensive wine selections. This feedback could provide an opportunity to expand future Sip & Savor events while offering residents an elevated tasting experience.

MINI MAKERS: CLOUD DOUGH
Thursday, August 27 t h
2 : 00 pm - 3 : 30 pm
Five children attended with their adults for a hands-on sensory activity creating cloud dough using cornstarch and hair conditioner. Kids then customized their dough with food coloring, sprinkles, glitter, and pompoms. One family was unable to attend, so the Lifestyle Team prepared a take-home kit for them to enjoy the activity at home.

Lifestyle Program Attendance

DATE(S)	PROGRAM DETAILS	ADDITIONAL NOTES	
Tuesday, August 4th	Tuesday Card & Tile Club	Club Meeting	
Saturday, August 8th	Back to School Bash	Estimated 16-18 attendees	
Tuesday, August 11th	Tuesday Card & Tile Club	Club Meeting	
Friday, August 14th	Bubbles & Bracelets	Cancelled, did not meet RSVP minimum	
Tuesday, August 18th	Tuesday Card & Tile CLub	Club Meeting	
Friday, August 21st	Sip & Savor: A la francaise	Estimated 19 attendees	
Monday, August 24th	Vistera Page Turners Book Club	Club Meeting	
Tuesday, August 25th	Tuesday Card & Tile Club	Club Meeting	
Thursday, August 27th	Mini Makers: Cloud Dough	5 attendees	

Facility Utilization

SPACE	AVERAGE BY DAY	
Fitness Center	9-16 Times	
Club Lounge	1-4 Times	
Game Room	5-8 Times	
Pool - Weekdays	5-8 Times	
Pool - Weekends	9-16 Times	
Kids Corner	1-4 Times	
E-Bikes Rentals	1-4 Times per month	

Private Facility Rental By Room	Monthly Rental Occurrence	
Club Lounge	1-4 Times	
Game Room	Zero Times	

Approved Rental Requests in August: 1

Facility Operations & Maintenance

SPACE	ITEM	STATUS	

Pool Deck	Pool deck chairs are once again a deep rust color. Field Services has been notified, and the manufacturer advised our teams that this discoloration is a factory defect. New fabric has been ordered; Field Service team awaiting delivery and install date.	
In Progress	
Pool Treatment	Vistera pool closed for 3 days in August for algae treatment.	Completed	
Emergency Phone	Upon calling, emergency phone does not connect to any respresentative or company. Field Services working to resolve.	Requested	
WiFi	All LRCDD WiFi Networks still down. No connectivity signals to TVs or Club music. Field services has requested new static IP address from Comcast to resolve.	
Requested	

Club IT Equipment	A SafeTouch technician completed a thorough inspection and determined that multiple components of the access and security system, including cameras, pool gate security equipment, pool gate scanners, and other related equipment, are inoperable due to damage from a lightning strike. The field team is currently in possession of a preliminary replacement proposal and is reviewing next steps. SafeTouch to return 9/4/26.	

In Progress	
Touch Up Painting	Touch up painting needed under Lounge TV after August 29th facility rental (renter was notified and deposit was not returned).	In Progress	
E-Bike Maintenance	Voltaire picked up all 4 E-Bikes on August 5th to perform bi-annual full service tune ups.	Completed	
Blue Pool Canopies	Legs of pool canopies has sustained some scuffs and scratch marks. Lifestyle team provided with black e=metal paint to cover.	In Progress	
Fitness Center	Window to replaced fogged out window in gym has been ordered, awaiting installation date.	Requested	

Customer Service & Staffing

FEEDBACK	COMMENT	ACTION TAKEN	

Positive	

From Resident, Keith H. “Sydney, your wine based Lifestyle events are just so great. Plus, you and Ati just have such a great dynamic, you work so well together. Ati is awesome!”	

Sydney thanked Keith thoroughly, and made sure to tell Ati how much he is appreciated. She passed along Keith’s compliemnt as well.	

Negative	
Guest, Ashley G., posted negative comments about the Lifestyle Team on the Vistera Faceook Page, over private matters regarding appropriate dress at the Vistera pool.	
Vistera Lifestyle team working with CDD board to add “swim attire must be modest” to the Rules & Regulations	

Positive	From resident, Kathy K: “Dear Sydney,

Thank you so much for putting together such a fun event! A great time was had by all and we appreciate all the time and effort you put into making it so special and enjoyable for everyone! The back to school survival kit station was a fabulous and fun idea! What a great way to get the kids excited to go back to school! Jim and I were so happy our grands could take part in the fun!
Thank you for all you do, Sydney!!!!! Kathy Kennedy
🥳”	

Sydney thanked Carla for her feedback and shared that her kind comments truly made her day.	

COMMUNITY IN ACTION

 

Forecast

PROGRAM	STATUS	
Drop-In Swap & Social	September Event	September 5th	
Labor Day Paradise Party	September Event	September 7th	
You’ve Been Boo’d 2026 Registration Opens	October Program	September 14th-28th	
A Journey Through the Senses	September Event	September 19th	
Battle of the Brains Trivia Night	September Event	September 25th	

CURRENT ACTION ITEMS	
RESPONSIBILITY	
DUE DATE	
Melissa M. Hired as Community Relations Weekend Supervisor	Onboard and train new staff member to oversee building operations in Sydney’s absence.	
October 16th, 2026	
Launch Annual Program and Activities Survey	Launch pushed back to after Labor Day	September 10th - 25th	

Publish Q4 Lifestyle Guide for Residentss	Notify residents via email of next quarter’s events, and keep a few printed copies in Lifestyle Office.	
September 12th , 2026 ,	

Publish 2027 Event Calendar	Lifestyle Team completed annual 2026-2027 Marketing Retreat. Team compiled calendar of all large signature and community lifestyle programming to be expected for prospects and under contract buyers in 2027.	
NLN Marketing will Publish in September 2026