Live Oak Lake Community Development District

Agenda April 3, 2024

Agenda
Live Oak Lake
Community Development District
219 E. Livingston St., Orlando, FL 32801 Phone: 407-841-5524

March 27, 2024

Board of Supervisors Live Oak Lake
Community Development District
Dear Board Members:
The regular meeting of the Board of Supervisors of Live Oak Lake Community Development District will be held Wednesday, April 3, 2024, at 2:30 PM at the West Osceola Branch Library, 305 Campus Street, Celebration, FL 34747.
Those members of the public wishing to attend the meeting can do so using the information below: Zoom Video Link: https://us06web.zoom.us/j/83613541694
Zoom Call-In Information: 1-305-224-1968 Zoom ID: 836 1354 1694

Board of Supervisors Meeting

Roll Call
Public Comment Period
Approval of Minutes of the February 7, 2024 Board of Supervisors Meeting
Presentation of Series 2016 Arbitrage Rebate Report
Ratification of Series 2016 Engagement Letter for Arbitrage Rebate Services
Staff Reports
Attorney
Engineer
Field Manager’s Report
Consideration of Proposals for Landscape Services
Blade Runners
Helping Hand Lawn Care
Juniper
Prince and Sons
Rotolo Consultants, Inc. (RCI)
United Land Services
Yellowstone Landscape
District Manager’s Report
February and March Check Registers
February and March Balance Sheets
Other Business
Supervisors Requests
Adjournment

Minutes

to be provided under separate cover

Section IV

Tax - Exempt Bond Services
LLS Tax Solutions Inc. 2172 W. Nine Mile Rd. #352
Pensacola, FL 32534
Telephone: 850-754-0311 Email: liscott@llstax.com

March 21, 2024 Ms. Tricia Adams
Live Oak Lake Community Development District c/o Governmental Management Services-CF, LLC 219 East Livingston Street
Orlando, Florida 32801

$15,550,000
Live Oak Lake Community Development District Capital Improvement Revenue Bonds, Series 2016 (“Bonds”)

Dear Ms. Adams:
Attached you will find our arbitrage rebate report for the above-referenced Bonds for the annual period ended August 17, 2023 (“Computation Period”). This report indicates that there is no cumulative rebatable arbitrage liability as of August 17, 2023.
The Bonds were also reviewed for compliance with IRS Yield Restriction rules as described in Treasury Regulations §1.148-2.
The next annual arbitrage rebate calculation date is August 17, 2024. We have provided an engagement letter for the next Computation Period for you to sign and return. If you have any questions or comments, please do not hesitate to contact me at (850) 754-0311 or by email at liscott@llstax.com.
Sincerely,

Linda L. Scott
Linda L. Scott, CPA

cc: Ms. Scott Schuhle, US Bank

Live Oak Lake Community Development District
$15,550,000 Live Oak Lake Community Development District Capital Improvement Revenue Bonds, Series 2016

For the period ended August 17, 2023

Tax - Exempt Bond Services
LLS Tax Solutions Inc. 2172 W. Nine Mile Rd. #352
Pensacola, FL 32534
Telephone: 850-754-0311 Email: liscott@llstax.com

March 21, 2024

Live Oak Lake Community Development District c/o Governmental Management Services-CF, LLC 219 East Livingston Street
Orlando, Florida 32801

Re: $15,550,000 Live Oak Lake Community Development District Capital Improvement Revenue Bonds, Series 2016 (“Bonds”)
Live Oak Lake Community Development District (“Client”) has requested that we prepare certain computations related to the above-described Bonds for the period ended August 17, 2023 (“Computation Period”). The scope of our engagement consisted of the preparation of computations to determine the Rebatable Arbitrage for the Bonds for the Computation Period as described in Section 148(f) of the Internal Revenue Code of 1986, as amended (“Code”), and this report is not to be used for any other purpose.
In order to prepare these computations, we were provided by the Client with and have relied upon certain closing documents for the Bonds and investment earnings information on the proceeds of the Bonds during the Computation Period. The attached schedule is based upon the aforementioned information provided to us. The assumptions and computational methods we used in the preparation of the schedule are described in the Summary of Notes, Assumptions, Definitions and Source Information. A brief description of the schedule is also attached.
The results of our computations indicate a negative Cumulative Rebatable Arbitrage of $(704,481.57) at August 17, 2023. As such, no amount must be on deposit in the Rebate Fund nor remitted to the United States Government.
As specified in the Form 8038G, the calculations have been performed based upon a Bond Yield of 4.6477%. Accordingly, we have not recomputed the Bond Yield.
The scope of our engagement was limited to the preparation of a mathematically accurate Rebatable Arbitrage for the Bonds for the Computation Period based on the information provided to us. The Rebatable Arbitrage has been determined as described in the Code, and regulations promulgated thereunder (“Regulations”). We have no obligation to update this report because of events occurring, or information coming to our attention, subsequent to the date of this report.

LLS Tax Solutions Inc.
SUMMARY OF NOTES, ASSUMPTIONS, DEFINITIONS, SOURCE INFORMATION, AND DESCRIPTION OF SCHEDULE
Live Oak Lake Community Development District March 21, 2024
$15,550,000 Capital Improvement Revenue Bonds, Series 2016 For the period ended August 17, 2023
NOTES AND ASSUMPTIONS
The issue date of the Bonds is August 18, 2016.
The end of the first Bond Year for the Bonds is August 17, 2017.
Computations of yield are based upon a 31-day month, a 360-day year and semiannual compounding.
We have assumed that the only funds and accounts relating to the Bonds that are subject to rebate under Section 148(f) the Code are shown in the attached schedule
For investment cash flow purposes, all payments and receipts are assumed to be paid or received, respectively, as shown in the attached schedule. In determining the Rebatable Arbitrage for the Bonds, we have relied on information provided by you without independent verification, and we can therefore express no opinion as to the completeness or suitability of such information for such purposes. In addition, we have undertaken no responsibility to review the tax-exempt status of interest on the Bonds.
We have assumed that the purchase and sale prices of all investments as represented to us are at fair market value, exclusive of brokerage commissions, administrative expenses, or similar expenses, and representative of arms’ length transactions that did not artificially reduce the Rebatable Arbitrage for the Bonds, and that no “prohibited payments” occurred and no “imputed receipts” are required with respect to the Bonds.
Ninety percent (90%) of the Rebatable Arbitrage as of the next “computation date” (“Next Computation Date”) is due to the United States Treasury not later than 60 days thereafter (“Next Payment Date”). (An issuer may select any date as a computation date, as long as the first computation date is not later than five years after the issue date, and each subsequent computation date is no more than five years after the previous computation date.) No other payment of rebate is required prior to the Next Payment Date. The Rebatable Arbitrage as of the Next Computation Date will not be the Rebatable Arbitrage reflected herein but will be based on future computations that will include the period ending on the Next Computation Date. If all of the Bonds are retired prior to what would have been the Next Computation Date, one hundred percent (100%) of the unpaid Rebatable Arbitrage computed as of the date of retirement will be due to the United States Treasury not later than 60 days thereafter.
For purposes of determining what constitutes an “issue” under Section 148(f) of the Code, we have assumed that the Bonds constitute a single issue and are not required to be aggregated with any other bonds.

- 2 -
SUMMARY OF NOTES, ASSUMPTIONS, DEFINITIONS, SOURCE INFORMATION, AND DESCRIPTION OF SCHEDULE
Live Oak Lake Community Development District March 21, 2024
$15,550,000 Capital Improvement Revenue Bonds, Series 2016 For the period ended August 17, 2023
NOTES AND ASSUMPTIONS (cont’d)
The accrual basis of accounting has been used to calculate earnings on investments. Earnings accrued but not received at the last day of the Computation Period are treated as though received on that day. For investments purchased at a premium or a discount (if any), amortization or accretion is included in the earnings accrued at the last day of the Computation Period. Such amortization or accretion is computed in such a manner as to result in a constant rate of return for such investment. This is equivalent to the “present value” method of valuation that is described in the Regulations.
No provision has been made in this report for any debt service fund. Under Section 148(f)(4)(A) of the Code, a “bona fide debt service fund” for public purpose bonds issued after November 10, 1988 is not subject to rebate if the average maturity of the issue of bonds is at least five years and the rates of interest on the bonds are fixed at the issue date. It appears and has been assumed that the debt service fund allocable to the Bonds qualifies as a bona fide debt service fund, and that this provision applies to the Bonds.
The Series 2016 Bonds were issued in an aggregate principal amount of $15,550,000 for the purpose of: (i) financing the cost of acquiring, constructing and equipping assessable improvements; (ii) paying certain costs associated with the issuance of the Series 2016 Bonds;
(iii) making a deposit into the Series 2016 Reserve Account for the benefit of all of the Series 2016 Bonds; and (iv) paying a portion of the interest to become due on the Series 2016 Bonds.
The Bonds were also reviewed for compliance with IRS Yield Restriction rules as described in Treasury Regulations §1.148-2.

- 3 -
SUMMARY OF NOTES, ASSUMPTIONS, DEFINITIONS, SOURCE INFORMATION, AND DESCRIPTION OF SCHEDULE
Live Oak Lake Community Development District March 21, 2024
$15,550,000 Capital Improvement Revenue Bonds, Series 2016 For the period ended August 17, 2023
DEFINITIONS
Bond Year: Each one-year period that ends on the day selected by the Client. The first and last Bond Years may be shorter periods.
Bond Yield: The yield that, when used in computing the present value (at the issue date of the Bonds) of all scheduled payments of principal and interest to be paid over the life of the Bonds, produces an amount equal to the Issue Price.
Allowable Earnings: The amount that would have been earned if all nonpurpose investments were invested at a rate equal to the Bond Yield, which amount is determined under a future value method described in the Regulations.
Computation Date Credit: A credit allowed by the Regulations as a reduction to the Rebatable Arbitrage on certain prescribed dates.
Rebatable Arbitrage: The excess of actual earnings over Allowable Earnings and Computation Date Credits.
Issue Price: Generally, the initial offering price at which a substantial portion of the Bonds is sold to the public. For this purpose, 10% is a substantial portion.

- 4 -
SUMMARY OF NOTES, ASSUMPTIONS, DEFINITIONS, SOURCE INFORMATION, AND DESCRIPTION OF SCHEDULE
Live Oak Lake Community Development District March 21, 2024
$15,550,000 Capital Improvement Revenue Bonds, Series 2016 For the period ended August 17, 2023
SOURCE INFORMATION
Bonds	Source
Closing Date	Certificate as to Arbitrage
Bond Yield	Form 8038G
Investments	Source
Principal and Interest Receipt Amounts	Trust Statements and Dates
Investment Dates and Purchase Prices	Trust Statements

- 5 -
SUMMARY OF NOTES, ASSUMPTIONS, DEFINITIONS, SOURCE INFORMATION, AND DESCRIPTION OF SCHEDULE
Live Oak Lake Community Development District March 21, 2024
$15,550,000 Capital Improvement Revenue Bonds, Series 2016 For the period ended August 17, 2023
DESCRIPTION OF SCHEDULE

SCHEDULE 1 - REBATABLE ARBITRAGE CALCULATION
Schedule 1 sets forth the amount of interest receipts and gains/losses on sales of investments and the calculation of the Rebatable Arbitrage.

- 6 -
$15,550,000 LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2016

SCHEDULE 1 - REBATABLE ARBITRAGE CALCULATION

8	/	18	/	2016	ISSUE DATE	
8	/	18	/	2021	BEGINNING OF COMPUTATION PERIOD	
8	/	17	/	2023	COMPUTATION DATE	

	DATE		

 FUND/ACCOUNT		INVESTMENT VALUE AT
	COMPUTATION DATE		EARNINGS ON
  INVESTMENTS 	OTHER DEPOSITS
 (WITHDRAWALS)	FUTURE VALUE AT BOND YIELD
	4.6477%		
ALLOWABLE
	EARNINGS						
8	/	18	/	2021	BEGINNING BALANCE		0.00	252.84	277.14	24.30	
12	/	1	/	2022	ACQUISITION/CONSTRUCTION FUND		0.64	0.00	0.00	0.00	
1	/	3	/	2023	ACQUISITION/CONSTRUCTION FUND		0.79	0.00	0.00	0.00	
2	/	1	/	2023	ACQUISITION/CONSTRUCTION FUND		0.84	0.00	0.00	0.00	
3	/	1	/	2023	ACQUISITION/CONSTRUCTION FUND		0.81	0.00	0.00	0.00	
4	/	3	/	2023	ACQUISITION/CONSTRUCTION FUND		0.92	0.00	0.00	0.00	
5	/	1	/	2023	ACQUISITION/CONSTRUCTION FUND		0.93	0.00	0.00	0.00	
6	/	1	/	2023	ACQUISITION/CONSTRUCTION FUND		1.02	0.00	0.00	0.00	
7	/	3	/	2023	ACQUISITION/CONSTRUCTION FUND		1.00	0.00	0.00	0.00	
8	/	1	/	2023	ACQUISITION/CONSTRUCTION FUND	 			1.05 		0.00 		0.00 		0.00 	
							260.84 		8.00 		252.84 		277.14 		24.30 	
8	/	18	/	2021	BEGINNING BALANCE		0.00	956,287.50	1,048,191.28	91,903.78	
9	/	1	/	2021	RESERVE FUND		4.11	0.00	0.00	0.00	
9	/	2	/	2021	RESERVE FUND		0.00	(4.11)	(4.50)	(0.39)	
10	/	1	/	2021	RESERVE FUND		3.98	0.00	0.00	0.00	
10	/	4	/	2021	RESERVE FUND		0.00	(3.98)	(4.34)	(0.36)	
11	/	1	/	2021	RESERVE FUND		4.12	0.00	0.00	0.00	
11	/	2	/	2021	RESERVE FUND		0.00	(4.12)	(4.47)	(0.35)	
12	/	1	/	2021	RESERVE FUND		3.98	0.00	0.00	0.00	
12	/	2	/	2021	RESERVE FUND		0.00	(3.98)	(4.30)	(0.32)	
1	/	3	/	2022	RESERVE FUND		4.12	0.00	0.00	0.00	
1	/	4	/	2022	RESERVE FUND		0.00	(4.12)	(4.44)	(0.32)	
2	/	1	/	2022	RESERVE FUND		4.12	0.00	0.00	0.00	
2	/	2	/	2022	RESERVE FUND		0.00	(4.12)	(4.42)	(0.30)	
3	/	1	/	2022	RESERVE FUND		3.72	0.00	0.00	0.00	
3	/	2	/	2022	RESERVE FUND		0.00	(3.72)	(3.98)	(0.26)	
4	/	1	/	2022	RESERVE FUND		4.12	0.00	0.00	0.00	
4	/	4	/	2022	RESERVE FUND		0.00	(4.12)	(4.39)	(0.27)	
5	/	2	/	2022	RESERVE FUND		3.98	0.00	0.00	0.00	
5	/	3	/	2022	RESERVE FUND		0.00	(3.98)	(4.22)	(0.24)	
6	/	1	/	2022	RESERVE FUND		4.11	0.00	0.00	0.00	

Page 1
$15,550,000 LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2016

SCHEDULE 1 - REBATABLE ARBITRAGE CALCULATION

8	/	18	/	2016	ISSUE DATE	
8	/	18	/	2021	BEGINNING OF COMPUTATION PERIOD	
8	/	17	/	2023	COMPUTATION DATE	

	DATE		

 FUND/ACCOUNT		INVESTMENT VALUE AT
	COMPUTATION DATE		EARNINGS ON
  INVESTMENTS 	OTHER DEPOSITS
 (WITHDRAWALS)	FUTURE VALUE AT BOND YIELD
	4.6477%		
ALLOWABLE
	EARNINGS					
6	/	2	/	2022	RESERVE FUND	0.00	(4.11)	(4.34)	(0.23)	
7	/	1	/	2022	RESERVE FUND	3.98	0.00	0.00	0.00	
7	/	5	/	2022	RESERVE FUND	0.00	(3.98)	(4.19)	(0.21)	
8	/	1	/	2022	RESERVE FUND	4.12	0.00	0.00	0.00	
8	/	2	/	2022	RESERVE FUND	0.00	(4.12)	(4.32)	(0.20)	
9	/	1	/	2022	RESERVE FUND	4.12	0.00	0.00	0.00	
9	/	2	/	2022	RESERVE FUND	0.00	(4.12)	(4.31)	(0.19)	
10	/	3	/	2022	RESERVE FUND	3.98	0.00	0.00	0.00	
10	/	4	/	2022	RESERVE FUND	0.00	(3.98)	(4.14)	(0.16)	
11	/	1	/	2022	RESERVE FUND	4.12	0.00	0.00	0.00	
11	/	2	/	2022	RESERVE FUND	0.00	(4.12)	(4.27)	(0.15)	
11	/	4	/	2022	RESERVE FUND	0.40	0.00	0.00	0.00	
11	/	7	/	2022	RESERVE FUND	0.00	(0.40)	(0.41)	(0.01)	
12	/	1	/	2022	RESERVE FUND	2,408.03	0.00	0.00	0.00	
12	/	2	/	2022	RESERVE FUND	0.00	(2,408.03)	(2,487.69)	(79.66)	
1	/	3	/	2023	RESERVE FUND	2,982.38	0.00	0.00	0.00	
1	/	4	/	2023	RESERVE FUND	0.00	(2,982.38)	(3,068.48)	(86.10)	
2	/	1	/	2023	RESERVE FUND	3,175.50	0.00	0.00	0.00	
2	/	2	/	2023	RESERVE FUND	0.00	(3,175.50)	(3,255.52)	(80.02)	
3	/	1	/	2023	RESERVE FUND	3,043.68	0.00	0.00	0.00	
3	/	2	/	2023	RESERVE FUND	0.00	(3,043.68)	(3,108.45)	(64.77)	
4	/	3	/	2023	RESERVE FUND	3,440.54	0.00	0.00	0.00	
4	/	4	/	2023	RESERVE FUND	0.00	(3,440.54)	(3,499.44)	(58.90)	
5	/	1	/	2023	RESERVE FUND	3,474.33	0.00	0.00	0.00	
5	/	2	/	2023	RESERVE FUND	0.00	(3,474.33)	(3,521.20)	(46.87)	
5	/	3	/	2023	RESERVE FUND	0.00	(1,262.50)	(1,279.37)	(16.87)	
6	/	1	/	2023	RESERVE FUND	3,775.01	0.00	0.00	0.00	
6	/	2	/	2023	RESERVE FUND	0.00	(3,775.01)	(3,811.32)	(36.31)	
7	/	3	/	2023	RESERVE FUND	3,694.59	0.00	0.00	0.00	
7	/	5	/	2023	RESERVE FUND	0.00	(3,694.59)	(3,714.45)	(19.86)	
8	/	1	/	2023	RESERVE FUND	3,860.15	0.00	0.00	0.00	

Page 2
$15,550,000 LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT CAPITAL IMPROVEMENT REVENUE BONDS, SERIES 2016

SCHEDULE 1 - REBATABLE ARBITRAGE CALCULATION

8	/	18	/	2016	ISSUE DATE	
8	/	18	/	2021	BEGINNING OF COMPUTATION PERIOD	
8	/	17	/	2023	COMPUTATION DATE	

	DATE		

 FUND/ACCOUNT		INVESTMENT VALUE AT
	COMPUTATION DATE		EARNINGS ON
  INVESTMENTS 	OTHER DEPOSITS
 (WITHDRAWALS)	FUTURE VALUE AT BOND YIELD
	4.6477%		
ALLOWABLE
	EARNINGS					
8 /	2	/	2023	RESERVE FUND		0.00	(3,860.15)	(3,867.55)	(7.40)	
8 /	17	/	2023	INTEREST ACCRUAL	 			2,204.71 		0.00 		0.00 		0.00 	
						957,229.71 		32,120.00 		925,109.71 		1,016,512.77 		91,403.06 	
						957,490.55 		32,128.00 		925,362.55 		1,016,789.91 		91,427.36 	

ACTUAL EARNINGS	32,128.00	
ALLOWABLE EARNINGS		91,427.36 	
REBATABLE ARBITRAGE	(59,299.36)	
FUTURE VALUE OF 8/17/2021 CUMULATIVE REBATABLE ARBITRAGE	(641,306.17)	
FUTURE VALUE OF 8/17/2022 COMPUTATION DATE CREDIT	(1,916.04)	
COMPUTATION DATE CREDIT		(1,960.00)	
CUMULATIVE REBATABLE ARBITRAGE		(704,481.57)	

Page 3

Section V

Tax - Exempt Bond Services
LLS Tax Solutions Inc. 2172 W. Nine Mile Rd. #352
Pensacola, FL 32534
Telephone: 850-754-0311 Email: liscott@llstax.com

March 21, 2024

Live Oak Lake Community Development District c/o Governmental Management Services-CF LLC 219 E. Livingston Street
Orlando, Florida 32801
Thank you for choosing LLS Tax Solutions Inc. (“LLS Tax”) to provide arbitrage services to Live Oak Lake Community Development District (“Client”) for the following bond issue. This Engagement Letter describes the scope of the LLS Tax services, the respective responsibilities of LLS Tax and Client relating to this engagement and the fees LLS Tax expects to charge.
$15,550,000 Live Oak Lake Community Development District Capital Improvement Revenue Bonds, Series 2016
SCOPE OF SERVICES
The procedures that we will perform are as follows:
Assist in calculation of the bond yield, unless previously computed and provided to us.

Assist in determination of the amount, if any, of required rebate to the federal government.

Issuance of a report presenting the cumulative results since the issue date of the issue of bonds.

Preparation of necessary reports and Internal Revenue Service (“IRS”) forms to accompany any required payment to the federal government.
As a part of our engagement, we will read certain documents associated with each issue of bonds for which services are being rendered. We will determine gross proceeds of each issue of bonds based on the information provided in such bond documents. You will have sole responsibility for determining any other amounts not discussed in those documents that may constitute gross proceeds of each series of bonds for the purposes of the arbitrage requirements.
TAX POSITIONS AND REPORTABLE TRANSACTIONS
Because the tax law is not always clear, we will use our professional judgment in resolving questions affecting the arbitrage calculations. Unless you instruct us otherwise, we will take the reporting position most favorable to you whenever reasonable. Any of your bond issues may be selected for review by the IRS, which may not agree with our positions. Any proposed adjustments are subject to certain rights of appeal. Because of the lack of clarity in the law, we cannot provide assurances that the positions asserted by the IRS may not ultimately be sustained, which could result in the assessment
of potential penalties. You have the ultimate responsibility for your compliance with the arbitrage laws; therefore, you should review the calculations carefully.
The IRS and some states have promulgated “tax shelter” rules that require taxpayers to disclose their participation in “reportable transactions” by attaching a disclosure form to their federal and/or state income tax returns and, when necessary, by filing a copy with the Internal Revenue Service and/or the applicable state agency. These rules impose significant requirements to disclose transactions and such disclosures may encompass many transactions entered into in the normal course of business. Failure to make such disclosures will result in substantial penalties. In addition, an excise tax is imposed on exempt organizations (including state and local governments) that are a party to prohibited tax shelter transactions (which are defined using the reportable transaction rules). Client is responsible for ensuring that it has properly disclosed all “reportable transactions” and, where applicable, complied with the excise tax provision. The LLS Tax services that are the subject of this Engagement Letter do not include any undertaking by LLS Tax to identify any reportable transactions that have not been the subject of a prior consultation between LLS Tax and Client. Such services, if desired by Client, will be the subject of a separate engagement letter. LLS Tax may also be required to report to the IRS or certain state tax authorities certain tax services or transactions as well as Client’s participation therein. The determination of whether, when and to what extent LLS Tax complies with its federal or state “tax shelter” reporting requirements will be made exclusively by LLS Tax. LLS Tax will not be liable for any penalties resulting from Client’s failure to accurately and timely file any required disclosure or pay any related excise tax nor will LLS Tax be held responsible for any consequences of its own compliance with its reporting obligations. Please note that any disclosure required by or made pursuant to the tax shelter rules is separate and distinct from any other disclosure that Client might be required to or choose to make with its tax returns (e.g., disclosure on federal Form 8275 or similar state disclosure).
PROFESSIONAL FEES AND EXPENSES
Our professional fees for the services listed above for the annual bond year ending August 17, 2024, is
$500, which includes reasonable out-of-pocket expenses. We will bill you upon completion of our services. Our invoices are payable upon receipt. Additionally, you may request additional consulting services from us upon occasion; we will bill you for these consulting services at a beforehand agreed upon rate.
Unanticipated factors that could increase our fees beyond the estimate given above include the following (without limitation). Should any of these factors arise we will alert you before additional fees are incurred.

Investment data provided by you is not in good order or is unusually voluminous.

Proceeds of bonds have been commingled with amounts not considered gross proceeds of the bonds (if that circumstance has not previously been communicated to us).

A review or other inquiry by the IRS with respect to an issue of bonds.
ACCEPTANCE
You understand that the arbitrage services, report and IRS forms described above are solely to assist you in meeting your requirements for federal income tax compliance purposes. This Engagement Letter constitutes the entire agreement between Client and LLS Tax with respect to this engagement, supersedes all other oral and written representations, understandings or agreements relating to this engagement, and may not be amended except by the mutual written agreement of the Client and LLS Tax.
Please indicate your acceptance of this agreement by signing in the space provided below and returning a copy of this Engagement Letter to us. Thank you again for this opportunity to work with you.
Very truly yours,	AGREED AND ACCEPTED:
LLS Tax Solutions Inc.	Live Oak Lake Community Development District

By: 		 By: Linda L. Scott			Print Name 		 Linda L. Scott, CPA	Title 		
Date: 	
LLS Tax Solutions Inc.
2172 W Nine Mile Rd., #352
Pensacola, FL 32534
850-754-0311
liscott@llstax.com
INVOICE
BILL TO
Live Oak Lake Community Development District
c/o Governmental Management Services - CF, LLC
219 East Livingston Street Orlando, FL 32801

INVOICE # 003325
DATE 03/21/2024
DUE DATE 04/20/2024
TERMS Net 30

Total Billing for Arbitrage Services in connection with the
$15,550,000 Live Oak Lake Community Development District Capital Improvement Revenue Bonds, Series 2016 – Rebatable Arbitrage Calculation for the period ended August 17, 2023.
500.00

BALANCE DUE	$500.00

Thank You For Your Business

Section VI

Section C
LIVE OAK LAKE COD I GMS

LIVE OAK LAKE COD LANDSCAPE SCOPE OF WORK
The work for the landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories, and services necessary or incidental to meet the requirements outlined in this scope below. The intention is to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract. The below scope is divided into "elements" to define the elements involved and required in the maintenance of the property.
General Services- Component "A"
Turf Maintenance
Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. High traffic and high-profile areas such as the entrances and Amenity/clubhouse areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation. In the event it becomes necessary to make a change in the mowing schedule for any reason, the COD Management must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas. Contractor will not run over litter with mowers.

St. Augustine, Bahia turf shall be mowed weekly during the growing season from April 1st through September 30th and bi-weekly during the winter season. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the COD Management. Contractor should anticipate 42 mows annually for all common areas.
Unirrigated pond areas and banks will be mowed 32 times annually as needed.

St. Augustine, zoysia and Bahia turf shall be cut with rotary mowers to maintain a uniform height. Bahia will be cut between 3.5" and 4.5". St Augustine will be cut between 4.5" and 5.5". Mowing heights will be set at 2"-3" for Zoysia turf. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Variation in the mowing pattern shall carried out when possible so as to not rut or cause paths.

Mowing of all ponds or wetland buffer areas shall be done with a 50" mower or larger discharging clippings away from the water. Any pond edges that cannot be reached with the full size mower will be string trimmed every other mow cycle at minimum or as needed to maintain an intended look as per the discretion of COD management.

Visible clippings that may be left following mowing operations shall be removed from the site each visit. Discharging grass clippings into beds, tree rings or maintenance strips is prohibited and if it occurs they shall be removed prior to the end of each service day.
LIVE OAK LAKE COD I GMS

Contractor will take special care to prevent damage to plant material as a result of the mowing. Contractor is responsible for damages they cause while mowing.

Edging

Sidewalks, curbs, and concrete slabs, and other paved surfaces will be edged in conjunction with mowing operations each time. Beds, tree rings, and other landscape edges will be edged once during each detail rotation, every three weeks. Edging is defined as removal of unwanted turf and vegetation along the above borders by use of a mechanical edger. String trimmers are not to be used for edging and a proper edger will be used. Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

String Trimming

String Trimming shall be performed around road signs, guard posts, trees, shrubs, utility poles.and other obstacles where mowers cannot reach. Grass shall be trimmed to the same desired height as determined by the turf height specifications. String trimming shall be completed with each mowing cycle.

Maintaining grass-free areas by use of chemicals may be the preferred method in certain applications. Such use will only be done with prior approval of the COD management.

Turf around the edge of all waterways shall be mowed or string trimmed to the natural water's edge during every other mowing cycle at minimum.

Blowing

When using mechanical blowers to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces. In addition, care also must be taken to disrupt mulch from beds and any mulch blown out of beds must be placed back and raked smooth.

Damage Prevention/Repair

Special care shall be taken to protect building foundations, fencing, light poles, sign posts, monuments and other hardscape elements from mowing, edging or string trimming equipment damage. Contractor will agree to have repairs made by specialized contractors or reimburse the COD or homeowners within 30 days for any damage to property caused by their crew members or equipment.

Detailing
Detailing of planted areas will be performed weekly in a sectional method, each section representing one-third of the entire property. Based on three sections, the contractor will completely detail the entire property once every three weeks at least. The exception will be the entrances, clubhouse areas and any other high profile or focal areas which should be tended to each week the crew is onsite. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree saucers and the removal of all unwanted vegetation. A detail crew will be onsite at least one day per week 42-52 times per year as needed to accomplish the full amount of detail rotations.
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Pruning

Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant.

Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by the COD management.

Pruning of trees up to a height of 12 feet is included in the scope of the work. If pruning is required above the height of 12 feet, contractor shall propose an extra service to the COD representative and acquire approval prior to performing the work. The branching height of trees shall be raised only for the following reasons:

Provide clearance for pedestrians, vehicles, mowers and buildings. Minimum 8ft of clearance is required along all walkways and parking areas. Maintain clearance from shrubs in bed areas. Improve visibility in parking lots and around entries.

Prune trees to remove weak branching patterns and provide corrective pruning for proper development. Cut back to branch collar without leaving stubs. Provide clean and flush cut with no tearing of the tree bark.

Prune to contain perimeter growth within intended bed areas. Established groundcover shall be maintained 4" to 6" away from adjacent hardscape and turf. Bevel or roll leading edges to avoid creating a harsh boxed look. Mature groundcover shall be maintained at a consistent, level height to provide a smooth and even appearance and separation from adjacent plant material.

Structural pruning will be required for several varieties of plants bi-annually, annually or semi- annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. All needed structural pruning will be done once per year at minimum. All Ornamental Grasses are to be haystack cut one time per year.

Crepe Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12" away from previous year's cuts.

Pruning of all palms less than 15' in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods, and any loose boots.

Weed Control

Bed areas are to be left in a weed free condition after each detail service. While pre and post- emergent chemicals are acceptable means of control, weeds in bed areas larger than 3" shall be pulled by hand or string trimmed.

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required.
LIVE OAK LAKE COD I GMS

Trash Removal

Removing trash from all landscape areas will be the responsibility of the contractor. The contractor will remove trash from all focal areas, including medians, around amenity areas, and monuments every visit. Other trash will be removed during normal detail rotations.

Policing

Contractor will police the grounds during each service visit to remove trash, debris and fallen tree litter as needed prior to mowing and edging. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval with supplemental proposal.

As needed contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

All litter shall be removed from the property and disposed of off-site.

Communication
Daily, the contractor will communicate with the COD representative for any landscape issues requiring immediate attention.

Communication is of the utmost importance. Contractor will provide a weekly written report in a form approved by the COD representative which highlights the main aspects of the previous week's maintenance activities. This can just be a checklist sent via email on Fridays or Mondays.

When requested by COD management contractor will provide a Monthly Service Calendar for the upcoming period. A copy of the preceding month's Irrigation Maintenance report and Lawn and Ornamental Fertilization report will be provided monthly. A copy of these documents should be submitted to the COD representative by the 5th of each month electronically, or in person. This is only necessary should management request, likely due to performance concerns, however the vendor should always have them should management request.

Contractor agrees to take part in regular weekly, bi-weekly or monthly inspections, as decided by COD management, of the property to ensure their performance is satisfactory. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for inspection meeting as needed or requested by COD management.

Staffing
The Contractor shall have a well-experienced Foreman/Supervisor supervising all work onsite. This person should have knowledge of horticultural practices and be capable of properly supervising others. The Foreman/Supervisor should communicate regularly, daily when needed, with COD management. Further, In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of the COD representative prior to any such change. The intent is for maintenance personnel to familiarize themselves with the site.
LIVE OAK LAKE COD I GMS

The crew members should be properly trained to carry out their assigned task and should work in a safe professional manner. Each crew member should be in full uniform at all times.

Contractor is expected to staff the property with trained personnel experienced in commercial landscape maintenance. All personnel applying fertilizers, insecticides, herbicides, and fungicides must be certified by the state of FL. These individuals should be Best Management Practices Certified and hold a Limited Certification for Urban Landscape Commercial Fertilizer or a Certified Pest Control Operator or an employee with an ID card working under the supervision of a CPCO.

Contractor agrees to screen all crew members for criminal background. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an 1-9 and other required documents on each employee.

Holidays observed that do not require staffing include New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day, and any other day agreed to by COD Management. Normal working hours are from 7:00 AM until 7:00 PM. No power equipment will be operated near homes before 9:00 AM. Efforts will be made such that ALL work performed around the Amenity Areas and pool area is to be completed prior to busy attendance hours. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 5 PM.
Component "B" - Turf Care Program
ST. AUGUSTINE
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application schedule - St. Augustine
January: Winter fertilization, broadleaf weed control and disease control
March: Spring granular fertilization, broadleaf weed control, insect, and disease control
May: Late spring heavy, 100% slow-release Nitrogen fertilization with Arena and weed Control October: Heavy fall granular fertilization and broadleaf weed/disease control

Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a maximum of 4 lbs. of N/1000 square feet with a minimum of 50% slow release and a high Potassium blend in the fall fertilization to promote root development unless soil samples indicate the presence of sufficient Potassium. The winter liquid fertilization should contain a maximum of .5Ibs of N/1000 square feet.

BAHIA - Where Applicable (Irrigated areas only)
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Bahia
March: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.
June: Chelated Iron application and Mole Cricket control.
October: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent.

Application Requirements: Fertilization
LIVE OAK LAKE COD I GMS

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 2 lbs. of N/1000 square feet with a minimum of 30% slow release and a high Potassium blend in the late summer fertilization to promote root development unless soil samples indicate the presence of sufficient potassium.

Zoysia
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Zoysia
January: 1PM spot treatment for weeds as necessary and inspect/treat fungal activity. February: Pre-emergent herbicide/spot treatment for weeds and fungal activity.
March: Fertilization. Spot treat weeds and treat fungal and insect activity as necessary. April: Liquid Fertilization with .Sib N, with Iron, post emergent weed control, insect/disease control as necessary.
May: Fertilization
June: Insect/weed/disease control as necessary. July:	Insect/weed/disease control as necessary.
August: spot treat weeds as necessary, inspect/treat fungal activity.
September: Liquid Fertilization with emergent weed control, insect/disease control as necessary. October: Fertilization - Weed/insect/disease control as necessary.
November: Blanket Pre-emergent herbicide, w/Liquid Iron. Spot treat weeds and inspect/treat fungal activity.
December: Blanket potash - weeds as necessary, inspect/treat fungal activity.

Application Requirements: Fertilization

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

Insect/Disease Control

The reduction of irrigation water during the winter season will dramatically reduce the potential for fungus/disease problems. Contractor will be responsible to manage settings of irrigation timers.

Supplemental insecticide applications will be provided in addition to the normal preventive programs needed to provide control.

Weed Control

Weed control will be limited to the broadleaf variety and sedge type grasses under this program.

Contractor shall alert management of outbreaks of Crabgrass, Bermuda, Alexander and Dove grasses. Failure to do so will make the contractor liable for resulting turf loss. Supplemental insecticide applications will be provided in addition to the normal preventive program as needed to provide control.

Warranty
LIVE OAK LAKE COD I GMS

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, diseases such as Take-All Root Rot and weeds such as Crabgrass which are untreatable with currently available chemicals, high traffic areas, drainage problems, or acts of God. In the event these conditions exist, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining. The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors' recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with COD management and agreed to by COD management.

Component "C" - Tree/Shrub Care Program
Application Schedule - Trees and Shrubs Monthly Application Schedule -
March/April: Insect/disease control/fertilization. May/June: Insect/disease control as needed. July/August: Minor nutrient blend with insect/disease control.
October: Disease control as needed December. Insect/disease control/fertilization as needed.

Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Fertilizers selected must be appropriate for the plant material to be fertilized such as an acid forming fertilizer for Azaleas which require a lower soil pH.

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 50% slow-release Nitrogen and a high Potassium blend in the fall fertilization to promote root development unless soil sample results indicate the presence of sufficient Potassium.

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of plant material are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All native trees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.
LIVE OAK LAKE COD I GMS

There will be a deep root feeding on an as needed basis to establish newly planted trees. Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to "clump" fertilizer neither at the base nor in the crown of plants.

The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors' recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with COD management and agreed to by COD management.

Insect/Disease Control

Insect and disease control is intended to mean a thorough inspection of all plantings for the presence of insect or disease activity and the appropriate treatment applied. All insect and disease infestations require follow-up applications for control and are included in this program.

Contractor is responsible for the continuous monitoring for the presence of damaging insects or disease. Any problems noted between regularly scheduled visits will be treated as a service call and responded to within 48 hours. Service calls due to active infestations are included in this program.

This program covers all disease and Insect activity on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All native trees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.

Contractor will be required to apply all pesticides in accordance with labeled directions including the use of any Personal Protective Equipment.

Specialty Palms

Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and root/bud drench for potential disease and infestation.

When applicable, the contractor will monitor site tubes that have been installed to monitor ground water build up around the root ball of specimen palms to de-water them as necessary.

Warranty

If a plant or tree dies from insect or disease damage while under this Tree/Shrub Care Program, it will be replaced with one that is reasonably available by contractor if it is reasonably decided to be from negligence by the contractor determined by COD management. Exclusions to this warranty would be Acts of God, along with pre- existing conditions, i.e. soil contamination or poor drainage, nematodes, borers, locusts and insects such as Asian Cycad Scale. Also excluded are diseases such as Verticillium and Fusarium Wilt, TPDD, Lethal Bronzing, Entomosporium Leaf Spot Fungus and Downey Mildew that are untreatable with currently available chemicals. In the event these conditions exist, the contractor is responsible to promptly report any detection to the COD representative.
LIVE OAK LAKE COD I GMS

Component "D" -	Irrigation Maintenance
Frequency of Service
Contractor will perform the following itemized services under "Specifications" on a monthly basis completing 25% of the inspection each week. The irrigation inspection will should be performed during the same week(s) each month. Repairs under $500 should be carried out each month with just verbal confirmation. Anything over $500 requires written approval.

Specifications
Activate each zone of the system.
Visually check for any damaged heads or heads needing repair.
Visually check all landscape areas irrigated with Netafim drip lines to ensure proper water flow and pressure.
Clean filters located at each zone valve monthly if applicable. Clean, straighten or adjust any heads not functioning properly.
Straighten, re-attach to bracing and touch up paint on riser heads as needed. Report any valve or valve box that may be damaged in any way.
Leave areas in which repairs or adjustments are made free of debris.
Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors. Contractor will provide a written report of the findings by zone. Qualifying Statements Repairs
Repairs that become necessary and that are over and above the routine monthly inspections will be done on a time and material basis. Hourly irrigation repair rates will be defined in overall landscape maintenance contract.
Request for authorization must be submitted to the COD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the COD representative prior to initiating any work. It is up to COD management's discretion to allow contractor to proceed with repairs at an agreed threshold without prior approval.

Service Calls

Service Calls required between scheduled visits will be billed on a time and material basis at the rates extra pricing rates.

When not an emergency, request for authorization must be submitted in written form to the COD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the COD representative prior to initiating any work.

Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows, or parking areas.

Contractor will be held responsible for any accident that arises from the over spray of water on hard surfaces if it is determined that the contractor was negligent in performing monthly irrigation maintenance.

Damage resulting from contractor's crews working on the property (i.e., mower and edger cuts) will be repaired at no charge to the COD within 24 hours of being detected.
LIVE OAK LAKE COD I GMS

Contractor shall not be held responsible for any system failure caused by lightning, construction work, pre-existing conditions, freeze or other acts of God.

Contractor shall not be held responsible for damage to the landscape caused by mandatory water restrictions placed on the property by the governing water management district.

Contractor will visually inspect irrigation system weekly while performing routine maintenance. Contractor will provide a 24 hour "Emergency" number for irrigation repairs.
Contractor shall take all required readings from meters or at pump stations as required and work with the COD representative to file all quarterly and/or semi-annual reports to the Water Management District.

Component "E" - Additional Services
To be priced separately but as part of the landscape contract. These services are subject to bids at management's discretion at any point.

Note: Additional services work is to be considered as a supplement of the overall Landscape Maintenance contract. All Special Services work is to be performed by supplemental crews. COD management can bid out these services at their discretion and work is to be completed according to this scope, or as COD Management agrees. In addition, contractor should and is expected to recommend when they believe these services should be carried out in their bid documents.
Additionally, all "Additional Services" will be billed in the month they are performed as a separate line item on that month's invoice. Additional services costs will not be spread out across the full annual contract.

1 - Bedding Plants - Annuals (If Applicable)
The nature and purpose of "Flower Beds" is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

The most appropriate seasonal annuals will be used. A standard yearly rotation includes but is not limited to: All flower beds on the property will be changed out four (4) times per year during the months of January, April, July, and October. Changes to the amounts of annuals, rotations timing, or date of installation can be made at COD management discretion.

Contractor recognizes that flower beds are intended to highlight and beautify high profile areas and should be selected for color, profusion, and display.

All newly planted beds will have a minimum of 50% of the plants in bloom at the time of installation and they shall be 4 ½" individual pots.

Contractor will obtain prior approval of plant selection from the COD representative 2 weeks before installation.
LIVE OAK LAKE COD I GMS

Installation
Plants are to be installed utilizing a triangular spacing of 9" O.C. between plants.

Annually, prior to the Spring change out, existing soil will be removed to a depth of 6" in all annual beds and replaced with clean growing medium composed of 60% peat and 40% fine aged Pine Bark.

All beds will be cleaned, and hand or machine cultivated to a depth of 6" prior to the installation of new plants.

Create a 2" trench where the edge of the bed is adjacent to turf or hardscape.

A granular time-release fertilizer and a granular systemic fungicide will be incorporated into the bedding soil at the time of installation.

All beds should be covered with 1" layer of Pine bark Fines after planting.

Follow-up applications of fertilizer, fungicide and insecticide are provided as needed.

Annuals that require replacement due to over-irrigation or under-irrigation will be replaced immediately by contractor without charge to the COD.

Maintenance
Flower beds unique to the property will be reviewed daily or at each service visit for the following: Removal of all litter and debris.
Beds are to remain weed - free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.

Seed heads are to be removed from plants as soon as they appear. "Pinching" of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent "pinching" will result in healthier, more compact plants.

Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly. Pre-emergent herbicides are not to be used in annual beds.
Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor's expense.

Warranty
Any bedding plant that dies due to insect damage or disease will be replaced under warranty. Exclusions to this warranty would be freeze, theft, or vandalism.
LIVE OAK LAKE COD I GMS

- Bed Dressing
Application of designated mulching to community bed spaces.

Schedule
Mulching will be carried out twice per year. Once in the spring, once in the fall. The most desirable months are May and Early November. Mulch will be priced "per yard". Application will be completed within a two-week time period.

Installation

Prior to application, areas will be prepared by removing all foreign debris and establishing a defined, uniform edge to all bed and tree rings as well as a 1" to 2" deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place. Bed dressing should be installed in weed free beds that have been properly edged and prepared.

Bed Dressing should be installed to maintain a 2" thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by the COD representative. Some areas will require more mulch than others. Focal areas are to be prioritized. If at any point the application does not allow enough yards to maintain 2-inch depth across beds, then an additional proposal will be created by the contractor for the additional needed yards.

- Palm Trimming Schedule
Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date,etc.) in excess of 12' will be trimmed up to two times per year in June and/or December as needed. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process. Contractor will monitor for disease and recommend treatment if necessary.

All palms less than 15' will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.

Washingtonia palms in excess of 15' will be trimmed up to two times per year in the months of February and August as needed.

All palms other than Washingtonia, in excess 15' will be trimmed up to once per year in the month of August.

Trimming shall include removal of all dead fronds, loose boots and seed stalks.

Trim palms so that the lowest remaining fronds are left at a ten and two o'clock profile or nine and three o'clock at the discretion of management. "Hurricane" cuts are only to be done at the direction of the COD representative.

When trimming, cut the frond close to the trunk without leaving "stubs".

It is imperative that the contractor use clean and sanitized tools, sanitizing their tools thoroughly from tree to tree.
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Live. Oak Lake COD Lan.dscape F.ee Summ.ary

Prope _; Live Oak Lake COO

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Live Oak Lake CDD Landscape RFP 2024							

Firm Name	1- Personnel & Equipment
(20 points possible)	2- Expirience
(20 points possible)	3- Understanding of Scope of Work
(15 points possible)	
4- Financial Capacity
(5 points possible)	5- Price
(25 points possible)	6- Reasonableness of
Numbers (15 points possible)	
Blade Runners							
Helping Hand Lawn Care							
Juniper							
Prince & Sons							
Rotolo Consultants, Inc - RCI							
United Land Services							
Yellowstone Landscape							

							

							
III.	EVALUATION CRITERIA
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES EVALUATION CRITERIA
Personnel & Equipment	(20 Points Possible)  (	Points Awarded)
This category addresses the following criteria: skill set and experience of key management and assigned personnel, including the project manager and other specifically trained individuals who will manage the property; present ability to manage this project; proposed staffing levels; capability of performing the work; geographic location; subcontractor listing; inventory of all equipment; etc. Skill set includes certification, technical training, and experience with similar projects. Please include resumes, certifications, etc., with proposal. Please also provide evidence of the proposer’s ability to meet deadlines and be responsive to client needs.

Experience	(20 Points Possible)  (	Points Awarded)
This category addresses past & current record and experience of the Proposer in similar projects; volume of work previously awarded to the firm; past performance in any other contracts; etc.

Understanding Scope of RFP	(15 Points Possible)  (	Points Awarded)

This category addresses the following issues: Does the proposal demonstrate an understanding of the District’s needs for the services requested? Does it provide all information as requested by the District including pricing, scheduling, staffing, etc.? Does it demonstrate clearly the ability to perform these services? Were any suggestions for “best practices” included? Does the proposal as a whole appear to be feasible, in light of the scope of work? Did the contractor use the forms provided from the Project Manual in responding to the proposal?
Financial Capacity	(5 Points Possible)	(	Points Awarded)
This category addresses whether the Proposer has demonstrated that it has the financial resources and stability as a business entity necessary to implement and execute the work. Proposer should include proof of ability to provide insurance coverage as required by the District as well as audited financial statements, or similar information.

Price	(25 Points Possible)  (	Points Awarded)

A full twenty-five (25) points will be awarded to the Proposer submitting the lowest bid for Parts 1 – 4 (the Contract Amount). AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND
THE FOUR ANNUAL RENEWALS. All other proposers will receive a percentage of this amount
III. EVALUATION CRITERIA	1
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based upon a formula which divides the low bid by the proposer’s bid and is then multiplied by
the number of points possible in this part of the Price evaluation.

EXAMPLE: Contractor “A” turns in a bid of $210,000 and is deemed to be low bid and will receive the full 25 points. Contractor “B” turns in a bid of $265,000. Bid “A” is divided by Bid “B” then multiplied by the number of points possible (25). (210,000/265,000) x 25 = 19.81, therefore, Contractor “B” will receive 19.81 of 25 possible points. Contractor “C” turns in a bid of
$425,000. Bid “A” is divided by Bid “C” then multiplied by the number of points possible (25).
(210,000/425,000) x 25 = 12.35, therefore, Contractor “C” will receive 12.35 of 25 points.

Reasonableness of ALL Numbers  (15 Points Possible)  (	Points Awarded)
Up to fifteen (15) points will be awarded as to the reasonableness of ALL numbers, quantities & costs (including, but not limited to fertilizer quantities, mulch quantities based on Contractor’s field measurements) provided, including Parts 1, 2, 3, 4, 5 and 6, as well as unit costs from the additional schedules.

Proposer’s Total Score	(100 Points Possible) (	Points Awarded)

Additional Information Regarding Evaluation
Once proposals are received, the District’s Board of Supervisors will review each proposal and score each based on the evaluation criteria, information provided in response to reference checks, and any other information available to the District and permitted to be used under law. The District’s award will be based on the proposal that is most advantageous to the District.

The District reserves the right to seek clarification from prospective firms on any issue in a response for the District, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District’s best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.
Do not attempt to contact any District Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby District representatives will be disqualified.
It is anticipated that the District’s Board of Supervisors will meet to evaluate the proposals on April 3, 2024, at 2:30 p.m., but the District reserves the right to reschedule any such meeting.

III. EVALUATION CRITERIA	2
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Section 1

SECTION a.

COMMERCIAL LANDSCAPING ORLANDO, LLC.

PROJECT MANUAL FOR
LANDSCAPE & IRRIGATION MAINTENANCE SERVICES

LTVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Date of Issue: Pebruary 23rd, 2024 al 9:00 p.m.
Due Date: March 25th , 2024 at 11:00 a.m.

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PROJECT MANUAL TABLE OF CONTENTS

l.	PUBLIC NOTICE
If.	 INSTRUCTIONS TO PROPOSERS IIJ.	EVALUATION CRITERIA
JV.	AFFIDAVIT REGARDJNG PROPOSAL
V.	PROPOSAL FORMS
PROPOSAL SUMMARY SIIEET PART I-GENERAL INFORMATION
PART II- PERSONNEL AND EQUIPME T
PART Ill -EXPERIENCE PART IV - PRICING SIGNATURE PAGE
VJ.	AFFIDAVIT FOR lNTEGRITY IN PUBLJC' CO TRACTING /\ND PURCILASING, E-VERIFY, AND NON-COLLUSION
VII.	FORM OF LANDSCAPE AND lRRIGATlON MAINTENANCE SERVICES AGREEMENT

Exhibit A - Scope of Services
Exhibit B - Landscape Maintenance Map
Exhibit C - fee Summary
Exhibit D - Form of Work Authorization

4876-9932-0876.5
l.	PUBLIC NOTICE

LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES REQUEST FOR PROPOSALS
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Notice is hereby given that the Live Oak Lake Community Development District ("District") will accept proposals from qualified finns ("Proposers") interested in providing landscape and i□-igation maintenance services, all as more specifically set forth in the Project Manual. The Project Manual, including among other materials, contract documents, project scope and any technical specifications, will be available for public inspection and may be obtained by sending an email to jwright@gmscfl.com and csmith@gmscfl.com. ln order to submit a proposal, each Proposer must
(1) be authorized to do business in Florida and hold all requised state and federal Iicenses in good standing; and (2) have at least five (5) years of experience with landscape maintenance projects. 111e District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the proposal opening, and to provide notice of such changes only to those Proposers who have attended the pre-proposal meeting and registered.

Firms desiring to provide servkes for this project must submit a written proposal AND a PDF file on a flash-drive no later than March 2511\2024 at 11:00 a.m. (EST) to Governmental Management Services - Centrnl Florida, LLC, 219 East Livingston Street, OrJando, Florida 32801, Attention:
Clayton Smjth. Proposals shall be submitted in a sealed package, shall bear the name of the Proposer on the outside of the package and shall clearly identify the project. Proposals will be publicly opened at the lime and date stipulated above; those received after the time and date stipulated above may be returned u□-opened to the Proposer. Any proposal not completed as specified or missing the required proposal documents may be disqualified.

Any protest regarding tbe Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract fo1m, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any otber issues or items relating to the Project Manual, must be filed in writing, within seventy-two
(72) hours (excluding Satw-days, Sundays, and state holidays) after the day of the pre-proposal meeting. The fom1al protest setting forth with particuJarity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a fonnal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents. Additional information and requirements regarding protests are set forth in the Project Manual and the District's Rules of Procedme, which a.re available from the District Manager.

Rankings will be made based on the Evaluation Criteria contained within the Project Manual. Price will be one factor used in determining the proposal that is in the best interest of the District, but the District explicitly reserves the right to make such award to other than the lowest price proposal. The District has the right to reject any and all proposals and waive any technical errors, informalities or irregularities if it determines in its discretion it is in the best interest of the District
PUBLIC NOTICE	1
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to do so. Any and all questions relative to this project shall be directed in writing by e-mail only to Clayton Smith at csrnith@grnscfl.com and Jarett Wright at jwright@gmscfl.com.
All proposals will be publicly opened at a meeting of the District to be held at 11:00 a.m. (EST), March 25th , 2024, at the offices of Governmental Management Services - Central Fl01ida, LLC, 219 East Livingston Street, Orlando, Florida 32801. Proposals will be publicly opened at that time and place, with Proposer names and total pricing announced at that time, provided that Proposals may be maintained on a confidential basis to the extent permitted by Florida law. No decisions of the District's Board of Supervisors will be made at that time. A copy of the agenda for the meeting can be obtained from the District Office at 219 East Livingston Street, Orlando, Florida 32801 or by phone at 407-841-5524.
The meeting is open to the public and will be conducted in accordance with the provisions of Florida law. There may be occasions when one or more Board Supervisors or staff members will participate by telephone. At the above location will be present a speaker telephone so that any Board Supervisor or staff member can attend the meeting and be folly informed of the discussions taking place either in person or by telephone communication. The meeting may be continued in progress without additional notice to a time, date, and location stated on the record.

Any person requiting special accommodations to participate in this meeting is asked to advise the District Office at 407-841-5524, at least 48 hours before the meetings. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or l-800-955-877 l (TTY)/ 1- 800-955-8770 (Voice), for aid in contacting the District Office.

Live Oak Lake Community Development District Tricia Adams, District Manager

PUBLIC NOTICE	2
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INSTRUCTlONS TO PROPOSERS

LlVE OAK LAKE COMMUNITY DEVELOPMENT UJSTRICT

Landscape & Irrigation Maintenance Services
Osceola County, Florida

rnstructions to Proposers

DUE DATE. Sealed proposals ("Proposals") must be received from interested parties ("Proposer(s)") no later than March, 25th , 2024, at 11:00 a.m. (EST), at Governmental Managemenl Services -Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801, Attention: Clayton Smith & Jarett Wright.
StJMMARY OF SCHEDULE. The District anticipates the following RFP scbedtile, though certain dates may be subject to change:

DATEtrIME	EVENT	
February 23rd , 2024	RFP Notice is issued.	
February 23rd , 2024 at 9:00 a.m.	R.FP package available for pick-up or download ("Proposal Pick-Up Time")	
February 23rd , 2024 to March 25th , 2024	Site inspections available.	
February 29th , 2024 at 10:00 a.m.	Mandatory pre-proposaJ meeting.	
March 13th , 2024 at 5:00 p.m.	Deadline for questions.	
March 25th I, 2024 at 11:00 a.m.	Proposals submittal deadline.	
March 25th, 2024 at 11:00 a.m.	Public meeting to open bids.	
April 3rd , 2024 at 2:30 p.m.	Board Meeting to evaluation proposals received.	

MANDATORY PRE-PROPOSAL MEETING. There will be a mandatory pre-proposal meeting beginning at 10:00 a.rn. on February 29th, 2024, and located at 1408 Hamlin St, Unit E, St. Cloud, FL, 34771. Proposers who do not attend the pre-proposal meeting may be disqualified, in the District's sole discretjon.

SIGNATURE ON PROPOSAL; CORRECTIONS. Each Proposer must correctly execute all forms, affidavits, and acknowledgments for which signature and notary blocks are provided. If the proposal is made by an individual, that person's name and business address shall be shown. If made by a partnership, the name and business address of an authorized member of the firm or
partnership shall be shown. If made by a corporation, the person signing the proposal shall show the name of the State w1dcr the laws of which the corporation was chartered. In addition, the proposal shall bear tbe seal of the corporation. Anyone signing the proposal as agent shall file
with the proposaJ legal evidence of his/her authority to do so. All proposaJs must be completed in pen and ink or type wiitten. No erasures are petmitted. If a correction is necessary, draw a single line through the entered figme and enter the corrected figure above it. Corrections must be initialed by the person signing the proposal.

11. INSTRUCTIONS TO PROPOSERS
4876-9932-0376.5
lRESERVED)

FAMILIARITY WITH THE PROJECT. The Proposer, by and through the submission of the Proposal, agrees that he shall be held responsible for having heretofore examined the project site, the location of aU proposed work and for having satisfied himself from his own personal knowledge and experience or professional advice as to the character, conditions, and location of the site, the nature of the tmf, shrubs, trees, palms, vegetation, weeds, sprinklers and irrigation systems, roads, sidewalks and paved paths, ground, surface and subsurface, and any other conditions surrounding and affecting the work, any obstruction, the nature of any existing construction, and all other physical characteristics of the job, in order that the Proposer may include in the prices which the Proposer proposes all costs pertaining to the work and thereby provide for the satisfactory landscape and irrigation maintenance thereof. The Proposer agrees to accept the site in an "as is" condition and hold its prices for the period set forth in this proposal package, regardless of any changes to the site that may occur from the time of Proposal submission and through the time of contract award and the start of any work under the contract. The Proposer, in preparing the Proposal, shall take into consideration that work by other contractors may be in progress at or near the site and that the Proposer shall not interfere with work done by such other contractors.
FAMlLIARITY WITH THE LAW. By submitting a Proposal, the Proposer is assumed to be familiar wi1h all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work as well as the District's operating rules and procedures. Ignorance on the part of the Proposer will in no way relieve jt from responsibility to perform the work covered by the proposal i.n compliance with aU such laws, ordinances and regulations.

PROJECT MANUAL. The "Project Manual" and any addenda thereto, will be available from the District's Mru1ager by sending an email to jwright@gmscfl.com beginning February 23rd, 2024 at 9:00 a.m. Proposers shall obtain a Project Manual prior to the mandatory pre-proposal meeting.
QUALIFICATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who i.s qualified by experience to do the work specified herein at the sole and absolute discretion of the District. The Proposer shall submit with its Proposal satisfactory evidence of experience in similar work ru1d show that it is fully prepared with the necessary organization, capital, and equipment to provide the required work to the satisfaction of the District.

SUBMISSION OF ONLY ONE PROPOSAL. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist an1ong the Proposers, if the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contrnct, or for failure to demonstrate proper licensure and business organization.
INTERPRETATIONS AND ADDENDA. All questions about the meaning or intent of the Project Manual are to be directed in writing., via e-mail only, lo Clayton Smith at csmith@gtT1sct1.com and Jarett Wright atjwright@gmsd1.com. Additionally, the District reserves the right i11 its sole discretion to make changes to !he Project Manual up until the time of the Proposal operung. Interpretations or clarifications considered necessary in response to questions
LI. INSTRUCTIONS TO PROPOSERS	2
4876-9932.()876.5
or in otherwise in order to clarify the requirements of the Project Manual wi11 be issued by Addenda to all parties. Questions received after March 13111, 2024, at 5:00 p.m. will not be answered. Answers to all questions will be provided to all Proposers by e-mail. Only questions answered by formal written Addenda will be binding. No interpretations will be given verbally. No inquiries will be accepted from subcontractors; the Proposer shall be responsible for all queries.

SUBMISSION OF PROPOSAL. Submit one (I) hard copy and one (1) digital PDF copy (flash drive required), along with other requested attachments, at the time and place indicated herein, which shall he enclosed i□ an opaque sealed envelope, marked with the project title and name and address of tbe Proposer and accompanied by the required documents. If the Proposal is sent through the mail or other delivery system, the sealed envelope shall be enclosed in a separate envelope with a notation "RESPONSE TO REQUEST FOR PROPOSALS (Live Oak Lake Community Development District - Landscape & Tnigation Maintenance) ENCLOSED" on the face of it. All costs to prepare and submit a response shall be borne by the Proposer. All proposals will be publicly opened March, 25111, 2024, at 11:00 a.m. (EST), at the offices of Governmental Management Services-Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801.

MODIFICATION AND WITHDRAWAL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered lo the place where Proposals are to be submitted at any time prior to the time and date the proposals arc due. No Proposal may be withdrawn after opening for a perjod of ninety (90) days.

PROPOSAL FORMS. All blanks on the Proposal fonns must be completed in ink or typewritten. The Proposal shall contain an acknowledgment of receipt of all Addenda. In making its Proposal, each Proposer represents that it has read and understands the Project Manual and that the ProposaJ is made in accordance tJ,erewith, including verification of the contents of the Project Manual against the Table of Contents. Proposer shall provide in their Proposal a complete breakdown of both unit quantities and unit costs for each separate item associated with landscaping & itTigation maintenance plan and technical specifications. The quantities and unit costs for landscaping materials shall be provided by the Proposer in accordance with the Project Manual. Failw-e to supply any requested information and submit fully completed forms may result in
disqualification. The District reserves the right to request additional information if clarification is necessary.

PROPOSAL INFORMATION. All Proposals should include the following information, among other things described herein:

A completed and executed Proposal Form, with aJI of its parts and any attachments, as well as executed copies of the Affidavit Regarding ProposaJ, the Sworn
Statement Regarding Public Entity Crimes, and the Sworn Statement Regarding Scrutinized Companies.

A listing of the position I title and corporate responsibilities of key management or supervisory personnel (fo1ms attached). Include resumes for each person listed, and list years of expeiience in present position for eacb party listed and ye.ars of related experience.
INSTRUCTIONS TO PROPOSERS	3
4876-9932-0876.5
Describe proposed staffing levels, including information on current operations, administrative. maintenance and management staffing of both a professional and technical nature, including resumes for sLaff m or above the project manager level.

Lnformation related Lo other projects of similar size and scope for which Proposer has provided, or is currently providing, landscape and irrigation maintenance services over the past three years (formi; attached), including the scope of services provided, the name or the project owner, and a contact name and phone number.

A list of the total annual dollar value of work completed for the last three (3) years.

A list of all other contracts related to the provision of services by the Proposer in which the company is presently engaged.

At least three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person. The references may, but are not required to, overlap with the projects or current contracts as listed under items E. and F.

A narrative description of the Proposer's approach to providing the services as described in the scope of services provided herein (limited to five (5) pages).

Completed proposal pricing sheet. All responses must itemize the cost for each of the items described in the Project Manual and break out all costs, such as the number of mowings by month, doUar value by event, etc. Unit costs for mulch and annuals, including installation, should be provided but not included in the contract amount as these services shall be rendered at the discretion of the District's Board of Supervisors. If additional services are added during the term of the contract, compensation for such services shall b · based on the unit prices provided.

.I.	A current Certificale of Insurance and proof of financial capability, as specified herein.
INSURANCE. All Proposers shall irn:lude as part or their proposal a current Certificate of Insurance demonstrating the compan) 's ability to meet the insurance coverage requirements set forth in the attached contract form provided herein. In the event the Proposer is notified or award, it shall provide proof or the insurance coverage identifying the District, its
officers, employees and agents as additional insureds, as stated in the contract form provided herein, within fifteen ( 15) calendar days after notif"1cation, or within such approved extended period as the District may grant. Failure to provide proof of insurance coveragl! shall constitute a default.
FINANCIALS. ln evaluating and scoring tbe proposals, the District will consider the financial capability of each Proposer, and as sucb each Proposer should submit relevant
II.  INSTRUCTIONS TO rROPOSERS	4
4876-\)()32-0876.S
information regarding fo1ancial capability. In the event the Proposer is notified of award, the District may in its sole discretion require that the Proposer provide sufficient proof of financial capability, including, if requested, audited financial statements from the last three years.

BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all proposals, in its sole and absolute discretion, make modifications to the work, and waive any informalities or irregularities in proposals as jt is deemed in the best interests of the DistJict.

CONTRACT AWARD; CHANGES. Within fifteen (15) days of receipt of the Notice of Award from the District or as otherwise e:x1ended by the District, the Proposer shall enter into and execute a contract in substantially the form included in the Project Manual. If a Proposer to whom a contract is awarded forfeits and fails to execute a contract agreement within the aforementioned timeframe, the contract award may be annulled at the District's option. If the award is annulled, the District may, at its sole discretion. award the contract to the next highest ranked Proposer for the contract work, re-adve1tise, perform the work by day/temporary labor, or through in-house operations. The successful Proposer ("Contractor") is expected to commence work on or about October I, 2024, or on such other date as may be specified by the district in a written Notice to Proceed. The contract shall be for a specified term and, upon expiration or termination, Contractor, if requested by the District, agrees to perform the services on a montb-to­ month basis until either party has provided the otber party wtitten notice of its election to renew or terminate tbe contract. Any work pedormed prior to issuance of a Notice to Proceed shall be at the Proposer's or Cont1·actor's risk unless specifically agreed in wi·iting. This RFP does not guarantee that a contract will be awarded. The District reserves the exclusive right to reject any and all Proposals and to award by items, groups of items, or total proposal.
The DistJ·ict reserves the right to order changes in its scope of work and resulting contract. The successful proposer has the right to request an equitable price adjustment in cases where modifications to the contract under the authority of lhis clause result in increased costs to the Contractor. Price adjustments will be based on the prices proposed by the Conlrnctor in response to this solicitation. Any contract resulting from this solicitation may be modified upon written and mutual consent of both parties.

MANDATORY AND PERMISSIVE REQUIREMENTS. Notwithstanding anything else within the Project Manual, the only mandatory requirements of this Project Manual are that each Proposer must (I) be authorized to do business in Florida, (2) hold all required state and federal licenses in good standing; and (3) have at least five (5) years of experience as a landscape and inigatioo maintenance contractor; and (4) attend the Mandatory Pre-Proposal McetiJ1g. All other requirements set forth in the Project Manual shall be deemed "permissive," in that a Proposer's failme to meet.any requirement described in mruidatory terms such as "shall," "will," "mandatory," or similar language does not automatically disgualify the Proposer's Proposal, but instead in the Board's discretion may result in the disqualification of a Proposal or alternatively may be taken into account in the evaluation and scoring of the Proposal.
INDEMNIFICATION. The successful Proposer shall fully indemnify, defend and hold hm111less the District and its officers, agents, and employees from and against all claims.
II. INSTRUCTIONS TO PROPOSERS	5
4876-9932-0876.5
damages, costs and Losses arising, in whole or in part, from its negligence or breach of contract, as more fully set forth in the contract form, provided herein.

LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of District's limitations on liability contained in section 768.28, Florida Statutes, or other statute or law.
EVALUATION OF PROPOSALS. The proposals shall be ranked based on the criteria presented in the Evaluation Criteria sheets contained within the Project Manual. Price will be one factor used in determining the proposal that is in the District's best interest, but the District explicitly reserves the right to make such award to other than the lowest priced proposal. The Board shall review and evaluate the Proposals in their individual discretion and make any final determination with respect to the award of a final co11tract that is in the best interests of the District. Proposals may be held by the District for a period not to exceed 90 days from the date of proposal opening for the purposes of reviewing the proposals and investigating the qualifications of the Proposers, prior toexecuting a contract agreement.During this time, all provisions of the submitted proposal must be in effect, including pricing. The District may visit the Proposer's facilities as part of the evaluation process. The District also reserves the right to seek clarification from prospective firms on any issue in a response, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District's best interest. Failure to submit the request, d information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

COLLUSION. Proposers shall be disqualified and their proposals rejected if the Djstrict has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organjzation.

BLACK OUT PERIOD/CONE OF SILENCE. The black out period is defined as between the time the Request for Proposals is issued by the District and the time the Board awards the contract. Dming this black out pe1iod, and except as otherwise expressly authorized herein, any attempt to communjcate either directly or indirecl ly with District staff or officials related to this solicitation for goods or services, in person, by mail, by facsimile, by telephone, by electronic mail, or by any other means of communication, will reE,ult in disqualification of their award and/or contract. This does not apply to pre-solicitation conferences, contract negotiations, or com1mmications with staIT not concerning this solicitation.

PRICING. Proposers shall submit their price information on tbe supplied forms with all blank spaces completed. Proposers shall also sign the required form. Each line item shall be clearly stated and cover all charges including incidental expenses, applicable taxes, insw-ance, overhead and profit. Proposers will not be allowed to make any substitutions in materials, quantities or frequencies during the proposal process. Proposers shall guarantee that their pricing to the District shall not increase throughout the term of the contract agreement executed.

REFERENCE TERMS. Any headings in this document are for the purposes of reference only and shall not Iimit or otherwise affect the meaning thereof. Any reference to gender
11. INSTRUCTIONS TO PROPOSERS	6
4876-9932-0876.5
shall be construed to include all genders. fmns, partnerships and corporations. References in the singular shall be construed to include the plural and references in the plural shall be construed to include the singular.
ADDITIONAL TERMS AND CONDTTlONS. No additional terms and conditions included with the proposal response shall be evaluated or considered and any and all such additional terms and conditions shall have no force and effect and are inapplicable to this proposal. If submitted either purposefully through intent or design or inadvertently appearing separately in transmitting letters, specifications, literature. price lists or warranties, it is understood and agreed the general and special conditions in this solicitation are the only conditions applicable to this proposal and the Proposer's authorized signature affixed Lo Lbe proposal attests to this.

PROTESTS. Any protest regarding the Project Manual, including but not limjted to protests relating to the proposal notice, the proposal instructions, the proposal rorms, the contract form, the scope of work, the map, the specifications, the evaluation criteJia, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual, must be filed in w1iting, within seventy-two (72) hours after the Proposal Pick-Up Time, and any protest relating to a decision regarding a contract award or rejection of proposal(s) must be filed within seventy-two (72) hours (excluding SatUJdays, Sw1days, and official holidays of the State of Florida) arter issuance of a notice of such a decision. The formal protest setting fortb with paiiicularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failw·e to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications, contract documents, or decision. Additional information and requirementsregardfog protests are set forth in the District's Rules of Procedw-e, which are available from the District Manager. All protests must be filed to: District Manager, Clayton Smith at csmith@gmscfl.com and Jarett Wright at jwright@gmscfl.com.

PROTEST BOND. Any proposer who files a Notice of Protest protesting the Project Manual, a proposal rejection, or a proposal award shall post with the District at the time of filing, a protest bond payable to the District. The protest bond for protesting the Project Manual shall be in the amount of ten thousand dollars ($10,000.00). Notwithstanding the District's operating rules, the protest bond for protesting a proposal rejection or proposal award shall be in an amount equal to ten percent (I 0%) of the value of the solicitation, but in no case less than ten thousand dollars ($10,000.00). Bonds shall be by a U.S. postal service money order, certified, cashier's check or such other form of surety as the District's Staff may approve. All bonds shall be made payable to the District. Failure to post such bond within the requested time period shall result in the protest beiJ1g dismissed by the District, with the proposer afforded no relief.

ff the person or Gnn protesting the award prevai Is, the bond shall be retw-ned to the protestor; however, if, after completion of a formal protest hearing in which the District prevails, the bond shall be applied to payment of the costs and attorney fees incun·ed by the District relative to the protest. The entire amount of the bond shal I be forfeited if the District determines that a protest was filed for a frivolous or improper purpose, including. but not limited to, the pw·pose of harassing, causfag unnecessary delay, or causing needless cost for the District or other parties. No
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proposer shall be entitled to recover any costs of proposal preparation from lhe District, regardless of the outcome of any protest.

U.  INSTRUCTIONS TO PROPOSERS	8
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Ill.	EVALUATION CRITERIA

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

EVALUATION CRITERIA

l.	Personnel & Equipment	(20 Points Possible)  (		Points Awarded)
This category addresses the following criteria: skill set and experience of key management and assigned personnel, including the project manager and other specificalJy trained individuals who will manage the property; present ability to manage this project; proposed staffing levels; capability of perfom1iog the work; geographic location; subcontractor listing; inventory of all equipment; etc. Skill set includes certification, teclmical training, and experience with similar projects. Please include resumes, certifications, etc., with proposal. Please also provide evidence of the proposer's ability to meet deadlines and be responsive to client needs.

Experience	(20 Points Possible)  (		Points Awarded)
This category addJesses past & cun-ent record and experience of the Proposer in similar projects; volume of work previously awarded to the .firm; past perfotmance in any other contracts; etc.

Understanding Scope of RFP	(15 Points Possible)  (	 Points Awarded)

This category addresses the following issues: Does the proposal demonstrate an understanding of the District's needs for the services requested? Does it provide all information as requested by the District including pricing, scheduling, staffing, etc.? Does it demonstrate clearly the ability to perform (hese services? Were any suggestions for "best practices" included? Does the proposal as a whole appear to be feasible, i1J ljght of the scope of work? Did the contractor use the forms provided from the Project·Manual in responding to the proposal?
Financial Capacity	(5 Points Possible)	(	 Points Awarded)
This category addresses whether the Proposer has demonstrated that it has the financial resources and stability as a business entity necessary to implement and execute the work. Proposer should include proof of ability to provide insurance coverage as required by the District as well as audited financial statements, or similar information.
Price	(25 Points Possible)  (		Points Awarded)

A full twenty-five (25) points will be awarded to tbe Proposer submitting the lowest bid for PaJts 1 -4 (the Contract Amount). AN AVERAGE OF ALL FIVE YEARS PRIC1NG IS TO BE CONSIDERED WHEN AWARDlNG POINTS FOR PRICING - TfIE 1NITIAL TERM AND
THE FOUR ANNUAL RENEWALS. All other proposers will receive a percentage of this amount

IIJ. EVALUATION CRITERIA
4876-9932-0876.5
based upon a formula which divides tbe low bid by the proposer's bid and is then multiplied by tbe number of points possible in this part of the Price evaluation.

EXAMPLE: Conlractor "A" turns in a bid of $2 L0,000 and is deemed to be low bid and will receive the full 25 points. Contractor "B" turns in a bid of $265,000. Bid "A" is divided by Bid "B" then multiplied by the number or points possible (25). (210,000/265,000) x 25 = 19.81, therefore, Contractor "B" will receive 19.81 of 25 possible points. Contractor "C" turns in a bid of
$425,000. Bid "A" is divided by Bid "C" then multiplied by the number of points possible (25). (210,000/425,000) x 25 = 12.35, therefore, Contractor ·'C" will receive 12.35 of 25 points.

Reasonableness of ALL Numbers  (15 Points Possible) (.. 	Points Awarded)
Up to fifteen (15) points will be awarded as to tbe reasonableness of ALL numbers, quantities & costs (including, but not limited to fertilizer quantities, mulch quantities based on Contractor's field measurements) provided, including Parts I, 2, 3, 4, 5 and 6, as well as unit costs from the additional schedules.

Proposer's Total Score	(100 Poia ts Possible)(.._		Points Awarded)

Additional Information Reg21rding Evaluation

Once proposals are received, the District's Board of Supervisors will review each proposal and score each based on the evaluation criteria, information provided in response to reference checks, and any other information available to the District and permitted to be used under law. Tbe District's award will be based 011 the proposal that is most advantageous to the District.
The District reserves the right to seek clarification from prospective firms on any issue in a response for the District, invite specific firms for site visjts or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District's best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

Do not attempt to contact any DistTict Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby Djsuict representatives will be disqualified.
lt is anticipated that the District's Board of Supervisors will meet to evaluate the proposals on April 3, 2024, at2:30 p.m., but the District reserve!: the right to reschedule any such meeting.

Ill. EVALUATION CRITERIA	2
4876-9932-0876.5
lV.	AFFIDAVlT REGARDING PROPOSAL
STATE OF ::1=1 Y\ dd\..
COUNTY OF	fe'-vt¥

Before me, the undersigned authority, appeared the affiant, UVC\IA-p, ;,tt7and having taken an oath, affiant, based on personal knowledge, deposes and states:
I am over eighteen (18) years of age and competent to testify as to the matters	I contained herein. I serve in the capacity of	1	r'	fodrQ,, e,.,e;Ctvv\W€,,c,tt ("Proposer"), and am authorized to make this AffidaviCR.egarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer's proposal ("Proposal") provided in response to the Live Oak Lake Community Development District's ("District") request for proposals for landscape and irrigation maintenance services. All of the infom1ation provided therein js fuJI and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include fulI and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly. participated in collusion or proposal rigging.
The Proposer agrees through submission of the Proposal to honor all pncmg information for ninety (90) days from the opening of the proposals. and iJawarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project
Manual.
'  I	.. '
t
The Proposer acknowledges the receipt of the co plete Project Manual as provlded by the District and as described in the Project Manual's Table pf Contents, as well as the reGeipt of the following Addenda:	J • •	,.,   "  ' .,
Addendmn No.	dated 	3 - f..)--  2-'-I	

Addendum No. 2 "=
dated 	..3 - lS-	24	
Addendum No.	dated 	

Addendum No.	dated 	 _

By signing below, the Proposer acknowledges that (i) the Proposer has read. understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed lo the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer bas waived any right to challenge any matter

IV. AFF'IDAVrT REGARDING PROPOSAL
4876-9932-0876.5
relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.
The Proposer authorizes and requests any person, firm or corporation to fLU"nish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding Lhe ability, standing, integrity, quality of petformance, efficiency, and general reputation of the .Proposer.
Under penalties of pe1jury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and co1Tect.
Dated Lhis   :L_f _<lay of	t}:. r-c h	, 2024.

STATE OF rlor tjc:)
COUNTY OF  Otc.2n5e
The foregoing instrument was acknowledged before me by means of ti,physical presen e or D
online  notarization  this  _Jj  day  of	t:Jc.-4-rC,h	, 2024, by	Q'.JCll"I F Pi mtr-C-1:;of
_fl_S_bl '---'l"""::i_,5,----1--':>,	0'5who"='I   is-	D	personallyfiitnedias	catknownm,noi	Dlo ct·meor	r id IXnot takewhothehasoath. produced

Notary Pu  ic, S c,..e1of •loridh  .,	1
Print Name: Al'\=lfOd 	0  1 t5=1C.Df
Commission No.:	 _
MCyommission Expires: 	 _

Af"FWA YIT REGARDING PROPOSAL	2
4876-9932-0876.5
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRJGAT[ON MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services - Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District FROM:
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual.
Proposal Fonn Contents:
Proposal Summary
Part I - General Information
Part II - Personnel and Equipment Parl lU - Experience
Patt fV - Pricing Signature Page

V. PROPOSAL FORMS	1
4876-9932-0876.5
PROPOSAL FORM PROPOSAL SUMMARY SHEET

l, IJvO-U f. 	l		REPRESENTING R:Jlet V\€f60oMWlV'CtcJ kvtJ t t{'
Company and/or Corporation ("Proposer"), agree to furnish the services required in the	Ci r'lt'\.vdJ,wc
scope/specilicaLions at the following prices:

Contract Proposal Amount: (Please provide an average of al/jive years of pricing)

Annual Total, Year 1: Annual Total, Year 2: Annual Total, Year 3: Annual Total, Year 4: Annual TotaJ, Year S:
Proposer Information

$	,o&o, 40 o
$	itoi,'=-r;i
$	o09:tb 041.	
$	; tCJ 7	S Z>1..	
$	cuBr7 1-1'o
NAME OF PROPOSER:	lc1 J €,,¾> \ttV C	er'O-tt>-...1· 111JsCCfl	,L.LJ::
ADDRESS: l		t-\.	 Nf,J. C\l#\.nd, _:FL B_L_i_o_s	
rnoNE:	C4o=r) ooboho D	rAx: 	
SIGNATURE: 			--c::_...-_----,--  ------
PRINTED N Q.JA.f'.	O.W: eAI:,	/	

TlTLE:

DATE:
  ,Vn-=-:-·	­ 
a, ZJ/1;1.4

V.	PROPOSAL  FORMS	2
-1876-9932.0876.5
PROPOSAL FORM
PART £-GENERAL INFORMATION

Proposer General In.formation:
Proposer Name eJ\(I\_JQ.. v\.US  wt<ewv\  wJ COf! rl6\UJo, LLC Street Address	/"1 N• TM	 /we;·
P. 0. Box (if any)								 City (), Jo		State	+=L		Zip Code	B:i..,3,0& Telephone	4-o==r- oOf>-0 0O	Fax no. 			 _
Jst Contact Name	G l\.tA f.  u-t'i r		Tille Motvvi,= v

2nd Contact Name
_to_lo_t){_+_q_P.._i_f(	TitJe nt'\ •

Parent Company Name (if any) - /_'fr"	 _
Streel Address 	
P. 0. Box (if any) 						 City 	 State 		Zip Code 		 Telephone 		 Fax no. 		
1st Contact Name		 2nd Contact Name		
Title 	 _ Title 		
Company Standing:
Proposer's Corporate Form:	L LC
(e.g., individual, corporation, pa1tnersrup, limited liability company, etc.) Jn what State was the Proposer organized?	'F-Lo r l J"­
ls lhe Proposer in good standing with that State? Yes£ No_

If no, please explain		

V. PROPOSAL FORMS	3
4876-9932-0876.5

ls lhe Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes ,$_ No_
lf no, please explain		

What are the Proposer's current insurance limits?

General Liability Automobile Liability Workers Compensalion Expiration Date
$  ,ooo ooo
$ 1 '000 000 
$17000 DO 0
cr,-rlta,;4

Licensure - Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
f=\ond""-

V.  l>ROPOSAL FORMS	4
4&76-9932-0876.5
PROPOSAL FORM
PART 11- PERSONNEL AND EQUIPMENT

List the loca0on of the Proposer ·s office,·which would pe1:form workfbr the District.

Street Address 	l'l_tl_._T-e;..::.¥..:..... N	A_:.

..:...:t;=---------------

P. 0. Box (if any)					 City	c),\ eiO		State	=Ft-	Zip Code o 'bO
Telephone	4,0!}- 8 0  or;,,oD	Fax no. 	
1st Contact Name	C)()CA.IA -P-1(tAJM,1 .-e.,

2nd Contact Name	qo·-rr.u-A- vtA\ f p
Title  v	
Title 	v'

•Proposed Staffing levels - Landscape and irrigation maintenance staff will include the
.following:
	1		Supervisors, who will be onsite 2J days per week;
	  Technical personnel, who will be onsite _1_ days per'Ne€- and
	 Laborers, who will be onsite .a_ days per week.

Officers and Supervis01y Personnel - Please complete the pages that follow at the end of this Part regarding the Proposer's Officers and Supervisory Personnel. and attach resumes for any individuals listed.

Technical Personnel -Does the Proposer currently employ any other technical personnel
who have expertise in pesticide application. herbicide applicaNon, arboriculture. horticulture, or other relevant.fields of expertise? Yes X  No..   If yes. please provide the following information for each person (attach addifio;;aL sheets (f necessmy):
Name:  (by°'.f:' A·  IN';;
Position I Certifications:  f'u-t- CA:Mtvol	
Du Lies/ Responsibilities: fe/b·t\Cf Je;7   t;<\o\ct J-t,  l1cc;t·hovL.
% of Time to Be Dedicated to This Project: _SD   %
Please describe the person's role in other projects on behalf of the Proposer: Project Name/Location: f' t  (!')\	/ fbnfj1?\,\,. W,(A	c...()D .
Contact:l"jN01&'\i\ 'Ddrc contact Phone:
Project Type/Description:  lbn*+ot ut		q\rt
c.DD	°lOo 13 =t-=t-
fj\tl.At- o ii._	
V. PROPOSAL FORMS
4876-9932-0876.5		5	
Duties / Responsibilities: 	  _ Dollar Amount of Contract: 	  _ Proposer's Scope or Services for Project: 	 _

Dates Serviced: 	

Subcontrcu.:tors- Does the Proposer intend to use any subcontractors in connection·with the work'! Yes_	No X For each subcontractor, please provide the following
information (affach adcliiional sheets ifnecessa,y):
Subcontractor Name ---N.+/./...:'..r	_
Street Address 	

P. 0. Box (if any)                                                                                                                           City-------' 	State  	 Zip Code  	
Telephone 		Fax no. 			 Ist Contact Name			Title 	 _
2nd Contact Name		 Title 	 _
Proposed Duties/ Responsibilities:	 _

Please describe the subcontractor's role in otber projects on behalf of the Proposer: Project Name/Location:		 _ Contact:	 Contact Phone: 		 _ Project Type/Description: 	  _
Dollar Amount of Contract:	:.
Proposer's Scope of Services for Project: 	 _

Oates Serviced: 	 _
PROPOSAL FORMS	6
4876-9932-0876.5
Security Measures - !'lease describe any background checks or othe1· security measures that were taken with respect to the hiring and retention of the Proposer ·s personnel who will be involved with this project, and provide prooftherer f to the extent permitted by law:

Equipment - Please complete the pages Iha! follow al the end of this Part regarding the Proposer ·s Equipment that will be used in connection with this project.

V. PROPOSAL FORMS	7
4876-9932-0876.S
OFFICERS
PROPOSER:  J tALA ra.CAMAwt-t1cwJ t	5'Clilfl o,W)LU:.,
DATE:  6
Provide the following information for key officers of the Proposer and parent company, if any.
NAME	
POSITION OR TITLE	

RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	
l	U-\: OUM	\'	
O..V0Q,{ .	OfficAt Mov.:-;-r Y	roirr \0r vti"-oi---.:j:\'od-DY--	
		I	u
0,lovudo.,a 02.-ii..	

				

FOR PARENT COMPANY (jf applicable)				
,				
I				
			.	
				
) .
I			.	

V. PROPOSAL FORMS	8
4876-9932-0876.5
SUPERVISORY PERSONNEL
WHO WILL BE lNVOLVED WlTH THE ,voRK
PROPOSER: b\P..Jru  )J i,, i"b U?V\,{t'V\.12,( l:..P.dsc"'"r ,-o Ol.udo7 LLC	DATE: c

INDMDUAL'S NAME	PRESENT TITLE	
JOB RESPONSIBIL[TlES	OFFICE LOCATION	% OF T[ME TO BE DEDICATED TO THLS PROJECT/# OF DAYS ON-SITE PER WEEK	YEARS OF EXPERJENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	
()U°'-\A	<R lM Yl6?	
f'11\.M, Y	.	+=t-e,,lJ  ''1&4..wt	l°l N - 'l	1	""- t	'30"-iU>\f .	a'D'1eo-.v ..	
c.Jo{'°,tfu fr	v	V
'4,°'-v4-l'1'V	"11\wt.'tilJ	rt -Wru	I
1 dCl'\..'-1 "-"'1	I
{)..,O '-1Q.,0-f	I
r).:;i)'--\ i	
\I	'	'			I	I	

							

							

'		

V. PROPOSAL FORMS	9
4876-9932--0876.5
COMPAl Y OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK
PROPOSER: 6 R.\? v\ ,s C-OA..1 ex\	Sc,(j\.FloO,l o,UL	DATE:	B/ 21-;U!,

QUANTJTY	

DESCRIPTJON*	

# OF PROJECTS DEDICATED TO	

STORAGE AND WORK SITE LOCATIONS	
.2J	\ki t4ow'2-iS ot1		t	,N -tt-'(	{,;	
	I
,JQ,	&,tc\\A V	'=,QII	'1	/'1 ti- l 'l( P\.t A'\/,	
:!;	tJ tJ	Eo.,-+ .xs	1	I°1	Ii. it,iru.	
0	:E.J v&	,1	I0\	N. 1 1<	¼-ie,	

(}J	u
fi	IY'4 Vv1VV\Q;fS	'1	l4  N. it M/w .Q.;	
4	1l::>\owv<		t ot t-l. -t	-e.,;	

				

V. PROPOSAL FORMS	10
4876-9932-0876.5
PROPOSAL FORM PART Ill-EXPERIENCE

Has the Proposer performed work.for a community development district previously?
Yes;i_ No_
[f yes, please provide the .following il1formation for each project (attach additional sheets (f necessary):
Project Name/Locatfon: lby \ \A. 1,.,RU(, iS	GO0
Contact: ljAvov .lJn1'"K:ontact Phone: _9 1::=t_ci_o_o_to_ _q-	 _
Project Type/Description:   c-0 0	  -----------
Dollar Amount of Contract:   	 o)  DOO	"'- wto;A,C
Scope of Services for Project:
+<t-.e- -+-n V'v1w,	vtf)
r<]01.1	V\0\\-tc,Q,,	L F +	Ct>vt+YoI? 

Dates Serviced: - ..-.. _,_-....:W--'----------'-----------------

List fhe Proposer's total annual dollar value ofland'icape and irrigation services 111ork completed for each of the last three (3) years:
2023 =£57	O.ooO
202=2 4i37 400. 000

Please provide the following information.for each project that is similar to this project. currently undertaken. or undertaken in the past five years. The projects must include irrigation maintenance as ·well. Attach additional sheets if necessa1J1.
Project Name/Location:-\-1t-\\ (1-1v -&o\	
Contact: #,e,vl/\;\l'\IA	e,Gb Contact Phone: 9 \ D _.. i.,---{,	 4
Projecl Type/Description:	CDO  o...t{lOJ, CA&,4.eJ  tioA--
Dollar Amount of Contrac-t:_PJ_f'l ,_7_0_0_0 	_
How was the project similar to this project?  S l t,	o+---l--l,uv CO11\/\Vvh.J IAJ
o-J -tkrv ..QA'-l lc,JU,	r	r d

Your Company's Detailed Scope of Services for Project (i.e. fertilization. mowing, pest control, weed contTOI, thatch removal, irrigation, etc.):	A\\ lv\.Cl\u d 
V. PROPOSAL FORMS	11
4876-993.2-0876.5

List of equipment used on site: 		rtd.'2-1\> \ vJV- t;?f'	t 1dQ.. f>.+-0\.llicd"'-v a	 11
B .,_J°\it' ,  D vJe. e,oc\-e, ll:S7 :2J	:tl!l.ir-J -t'11wi,,,t i, l.7	4 lo\o

List of subcontractors used: _N	,_/ h-	_

lsthis a current contract? Yes L No_
Duration of contract	c!)l..,	e,D\r	0\.vt J '- w._o_ _;_[u 	_
(information regarding similar projects - continued)
Project Name/Location:  r,: +f  	◊O	'O_	 ti..:_D----=-fr		_
Contact:	f\.ok, Pnvt;	Contact Phone:	-ll--o-=t..2:>.o.1 :Z.,"_bl 4	_
Project Type/Description:	 DD		O\vtel tloA-·
Dollar Amount of Contract:	5o0'2 DO0
------------
How was the projectsimilar-to-thi-s-.p,rr--oeJ-.-c-t?--S-li_'.J"_e.,,_C\_ -.-i- --(\l_l_C_ - --,-e.,-¥--,v--e-d 

Your Company's Detailed Scope of Services for Project (i.e fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):	M\ I \I\ c-lvde.-J·

Listofequipmentusedonsite:	l)L-lnde.,t1	tjow ,s G::.ol<	I\ 11Je., fG>o''
0 e.J,-v 1	3 INl'.,(l,d e.o...\-au')   /)_,u,,I --nI,MW\€,( &' 	4 !=lou:,e,,s.

V.  f>ROJ'OSAL FORMS	12
4876-9932-0)!76.5
List of subcontractors used: 	 N---'/' '-A-'	

rs this a current contract? Yes£	No _
Duration of contract: _2>_ +-='-A'--_ _S_·	_

(In.formation regarding similar projects - continued)
Project Name/Location:			  _ Contact:	Contact Phone: 			 Project Type/Description: 			 _ Dollar Amount of Contract: 	 _ How was the project similar to this project? 				

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	_

List of equipment used on site: 	

List of subcontractors used: 	

ls this a cun·ent contract? Yes	No

Duration of contract: 	
V. PROPOSAL FORMS	13
4876-9932-0876.S
(information regarding similar projects - contimwd)
Project Name/Location:	 _
Contact:--------Contact Pbone:		 Project Type/Description: 			
Dollar Amount of Contract: 		  How was the project similar to this project?		

Your Compally's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	 _

Lisl of equipment Llsed on site: 	 _

List of subcontractors used: --------

ls this a current contract? Yes	No

Duration of contract: 	

Has the Proposer, or any (?/' its principals or superviso,y personnel (e.g., owner. officer, or supervisor. etc.). been 1erminatedfrom any land ·cape or irrigation insrallation or maintenance contracl within the past 5 years? Yes   No....:/.- For each such incident, please provide thefo1lowing information (allach additional sheets as needed):

Project Name/Location:			 _ Contact:	 Contact Phone: 			 _ Project Type/Description: 	 _ Dollar Amount of Contract: --------
V. PROPOSAL FORMS	14
4876-9932--0876.5
Scope of Services for Project: 	

Dates Serviced: 	 _
Reason for Termination: 	 _

Has the Proposer been cited by OSHA.for anyjob site or company office/shop safety violations in the past.five years? Yes_	No- -
If yes. please describe eacb violation, fine, and resolution		

What is the Proposer's current worker compensation rating? 	

Has the Proposer experienced any worker injmies resulting in a worker losing more than ten
(10) working days as a result of the inju1y in the past five years'? Yes_ No )S_
ff yes, please describe each incident 	

Please state whether or not the Proposer or any o_fits affiliates are presently barred or suspended
.from proposing or confrac1;ng on any state. local, or federal contracts? Yes_ No _)s_	ff yes. please provide:
The names of the entities			 The state(s) where barred or suspended 		 _ The period(s) of debarment or suspension 	 _
Also, please explain the basis for any bar or suspension:

V. PROPOSAL FORMS	15
4876-9932-0876,5
Lisi any and all governmental enforcement actions (e.g.. any action taken to impose fines or penalties. /;censure issues. permit violations, consent orders, etc.} taken againsl the Proposer or its principals, or relating lo the work of the Propo.\'er or its principals, in the last.flve (5) year.Y. Please describe the nature of the acrion. the Proposer ·s role in the action. and !he status and/or resolution <>f the action.
N/k	

list any and all litigation to which the Proposer or its principals have been a party in the las/ five (5) years. Please describe the nature of the litigation, the Proposer ·s role in the fitigc11ion, and the status and/or resolution of the litigarion.

JltJ.\' the Proposer or any of its affiliates (parems or subsidiaries), or any of the Proposer's ojficers or principal members. shareholders or investors }lied for bankruplcy, either volunrnry or involunlaty, within the past IO years? Yes(_) No {_) Jfyes, provide the following:

Identify the Case# and Tribunal:	.	.	 _
Describe the NatuJe or the Action:.

De::.cribe the Proposer's Role in the Action and D scribe the Status and/or Resolution:

Has the Proposer or any of its affiliates (parents or subsidiarieJ), or uny of the Proposer's ojjicers or principal members, shareholders or investors executed cm assignment for the benefit of creditors within the past J(} years'! Yes (_) No ( ) !f yes. please explai11:
!-_!_-A-		_
V.l'ltOPO J\L 1:•0RM:S	16
4876-9'>32--0876.5

Has the PrOJJoser or any of its qffiliates (parents 01· subsidiaries), or any of the Proposer's officers or principal members. shareholders or investors defaulted on a loan or other.financial obligation (e.g.,.faUing to pay subcontractors ot malerialmen) within rhe past IO years? Yes(_) No (_) If yes. please explain:

V. PROPOSAL FORMS	17
4876-9932-0876.5
PROPOSAL FORM PART IV - PRICING

NOTE: T!tis pricing form is inte,ulefl lo cover pricing for the initial one-year term of the co11truct anti auy potential rene,vaf terms. It is (lSS11111etl that prices will remain the same through ew.:h of the four potential t11111t1al renewal terms unless Proposer provides ot!terwise in the pricing /<Jr/11.
Please complete the Pricing Form Oil the following p11ge or, altenwtively, ill the £'<tel Pricing Form provided as part of the Project Mtuuw/ package (collectively, the "Pricing Form"). 1'/te District reserves the right to reject ,my 1111d all proposals, in it.'i sole tmd 11bsol111e di\·cretiou, that make modijicltft'ons w the Pricing Form, as ii is tleemetl ill t!te hes/
i11terests of the District.

V.  PROPOSAL FORMS	18
,1876-9932.0876.5
Live Oak Lake CDD Landscape Fee Summary
Contractor: Blade Runners Commercial Landscaping Orlando, LLC Address: 19 N Texas Ave, Orlando, FL 32805

Phone: 407-360-0600
Fax:
Contact:
Email: luan@bladerunnersor1and □ Cc ro

Property: Live Oak Lake CDD Address:	219 E. Livingston St
Orlando, Florida, 32801
Phone: 407-750-3599

Contact: JWright@gmscfl.com Email·
llirn	.	JAN	FEB	MAR	APRIL	MAY	JUN	JUL	AUG	SEP	OCT	
NOV	DEC	
TOTAL	
GENERAL·
(Schedule, Mowim1/De	10,183	10,183	10,183	25,458	
20,367	
20,367	
25,459	
25,459	
20,367	
25,459	
10,183	
10,183	
$213,852	
TURF CARI
(Schedule I Bahia/St Au	1,200		
1,000		
800		
800		
1,000		
1,200		
$6,000	
TREE/SHR		
250		
250		
250		
250		
250		
250	
$1,500	
(Schedule C														
Tree/Shrub														
BED ORES					
12,000
250						
7,200
150		
$19,200	
(Schedule I
Per Yard Pricing														
PALM TRIIV
(Schedule I				
7,000						
7,000		
$14,000		
ANNUALC													
$0

$8,856	
(Schedule I
Per Annual Pr,ang														
IRRIGATIOI
(Schedule I	738	
738	
738	
738	
738	
738	
738	
738	
738	
738	
738	
738			
4													
$263,408	
TOTAL FEE	$12,121	$11,171	$11,921	$26,446	$40,905	$21,355	$26,997	$26,447	$22,105	$26,447	$26,321	$11,171			
IFlat Fee Scj	$21,951	s21,ss1  I s21,ss1	$21,951	$21,951	$21,951	$21,951	$21,951	$21,951	$21,951	$21,951	$21,951	$263,408

Essential
Mowing/D..::	$230,208	
Extra Serv
Annual Ch	$33,200	
TOTAL		
	$263,408.00	

Initials	

•.
PROPOSAL FORM SIGNATURE PAGE

Under penalties of pe1jury under the laws of the State of Florida, I represent that I have authority to  sign  this  Proposal  Form  (including  Parts  I  tlu·ougb  TV)  on  behalf  of
		 ("Proposer") and declare that I have read the foregoing Proposal Form (including Parts l through IV) and that all of the questions are fully and completely answered, and all of the information provided is true and conect.
Dated this	:L4

STATE OF f lor- da
COUNTY OF  OrCl""3C

Tbe foregoing instrument was sworn to (or affim1ed) and subscribed before me by means of,a'physical presence or O online notarizalio11 this M._ day of  l<\drC>h	, 2024, by Juo1n f Pam,re1:r of
-=-=-,........,,.- --··  who  is  O  personally  known	or  J!5.. who  has  produced
562.. --" 35--=13		=? -o		as idenli ficalion, and	id not lake the oath.

Notary Public Stat of F orida	\., Print Name:	-An:dr e=1 0 1Sq
Commission No.:------------
MCommyission Expires:	_

V. PROPOSAL FORMS	22
4876-9932-0876.5
Bed Dressing - Fill in the quantity of Bed Dressing that is recommended to be installed (if quantity not already listed or Provided) then fill in the dollar amount to purchase and install that quantity in the month specified in the Scope of Work. Please include a per yard price. Twice per year in May and
Nov.
Palm Trimming - Count and Fill in the quantity of each palm variety that will be pruned if not already listed, then fill in the dollar amount to trim each
variety in the months indicated in the Scope of Work. Please insert your numbers in the row that corresponds to the specific variety of palm that is to be
riruned that month.
Irrigation Maintenance - Fill in the dollar amount to perform each services as outlined in the Scope of work. Fill in zone count if known (not required)

....... .--·,:!!""_.,_,...
PROPOSAL FORMS	21
4876-9932-0876.5
AFFIDAVIT FOR INTEGRITY fN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTffER OFFICIALAUTHORJZED TOADMTNISTER OATHS.
Name of Proposer: 1bl   11\.e,(8 C..OwwtQ.,JCltd\.\  d f"l'(f Orl LLG

I am authorized to make this affidavit on behalf of my finn and its owner, directors, and otficers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing

I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections ("Public Integrity Laws"):
Seclion 287.133, Florida Statutes, liUed Public entity crime; denial or revocadon oft he right to Iran.met husiness with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation qf
the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations,· denial or revocation of the right ro transact business with public entities: denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign counfries qf concern proMbited.
I understand that the Public Integrity Laws, with fonited exceptions, prohibit entities that meel certain crite1ia from bidding on or entering into or renewing a contract with governmental entities, including with the District ("Prohibited Criteria").
I understand that the Public Integrity Laws apply to the bidding documents applicable to tl1e District's Request for Proposals for Landscape and lrrigation Maintenance Services Pr ject ("Project") and the contract to be executed in connection with the Project.
Based on information and belief, the statement which I have marked below is ltue in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
,L	Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members. or agents who
are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.
The entity submjtting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.

VI. AFFIDAVTT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASlNG
4876-9932-0876.5
Lf th.is statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or by attaching a separate sheet and indicating this method io the space provided directly below). Such additional information may be related to the Proposer's alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

lfawarded Lhe contract, the Proposer will immed\ately notify the District in writing if either the Proposer, any of its of6cers, disectors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the te1111 of the contract.

E-Verify

l understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida's E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security's E­ Verify system to verily the work authorization status of all employees bired on or after January I, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preeeding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
l understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1 ), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
l understand that, ifthere is a good Caith belief that one of our subcoatractor(s) bas knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required toimmediately terminate its contract with the subcontractor in order to continue providing i:ervices to a public employer.

Non-Collusion

The price(s) and amount(s) of in our proposal have been anived at independently and without consul Lati011, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the p1ice(s) nor the amount(s) in our proposal, have been disclosed to any other firm or
person who is a proposer or potential proposer, and they wil I not be disclosed before opening of all proposals.
No attempt has been made or will be made to ,nduce any firm or persons to refrain from
submit1ing a proposal, or to submit a price(s) bigher that the prices in our proposal, or to submit any illtentionaUy high or noncompetitive price(s) or other form of complementary proposal.
Ow- proposal is made in good faith and not pw·suant to any agreement or discussion with, or
VJ.  AFFIDAVIT FOR INTEGRITY lN rUllLICCONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any firm or person to submit a complementruy or other noncompetitive proposal.
Our firm, its affiliates, subsidiaries, officers, director, and employees are not currently under investigation, by any governmental agency and have not in the last 3 years been convicted or fow1d liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contrnct, except as disclosed.

1 state that I and U1.e named linn understand and acknowledge that the above representations ru·e material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facls relating to the submission of proposals for this work.

Sworn before me on f41X'('.;h 14. 2024

Notary Stamp

AFFIDAVlT FOR INTEGRITY rN PUBLIC CONTRACTING AND PURCRASfNG	3
4876-9932-0876.5
Vll.	FORM OF LANDSCAPE AND IRRIGATION MAINTENANCE
SERVICES AGREEMENT LANDSCAPE AND IRRJGATION MAINTENANCE AGREEMENT
T111s AGREEMENT ("Agreement") is made and entered into this_ dayof	 2024, by and between:

LIVE OAK LAKE C0MiVIUNITY OEVEL0PME T DI TRICf, a local unit of special­ purpose government established pursuant to Chapter 190, Florida Stalules, located in Osceola County, Florida, whose mailing address is 219 East Livingston Street, Orlando, Flo1ida 32801 (the ..District"), and
	k \A	W- CtJ Jf fl rar	o,L.t(., '	with  an  address  or
l   . ,-V  o-. -A--JQ./ •	("Contractor'}

RECITAL"'
WIIEREAS, the District was established for the purpose of pla1ming, financing, constructing, operatiJlg and/or maincaining certain infrastructure, including landscaping and irrigation; and

WHEREAS, the District has a need to retain an independent conu·actor to provide landscape and irrigation maintenance services for certain lands v,ithin and around the District; and

Wmrn.EAS, Contractor submitted a proposal and represents that it is qualified, willing and capable to serve as a landscape and irrigation maintenance contractor and provide such services to the District.

Now, TIIEREFORt, in consideration of the mutual covenants contained in this Agreement, it is agreed that Contractor is berepy r t ned, authorized. and instructed by the District to perform in accordance with tbe following covenants and conditions, which both the Dislrict and Contractor have agreed upon:

I CORPORATIO  OF REClTALS. The recitals stated above are true and correct and by this reference are incorporated herein as u material part of this Agreement.

CONTRACTOR OBLIGATIONS.

Scope of Services. Contractor shall provide the services described in the Scope of Servit:es attached hereto as Exhibit A (''Work''), for the areas identified in the Landscape Maintenance Map attached hereto as Exhibit B (''Landsc.1pe Maintenance Area"'), both of which are incorporated herein by this reference. Contractor acknowledges and agrees that the Landscape Maintenance Arca may be reasonably adjusted, in the sole discretion of the District, to accurately reflect areas of the Work actually being performed, which adjustments sbaU not result in change i.n the price for the Work as reflected in

4
4876-W12.0876.5
Contractor's fee summary attached hereto as Exhibit C ("Fee Summary") and incorporated herein by this reference. Should any work and/or services be required which are not specified in this Agreement or any amendments, addenda, or change orders but which are nevertheless necessary for the proper provision of services to tJ1e District, such work or services shall be folly performed by Contractor as if described and delineated in this Agreement.
Acceptance of Site. By executing this Agreement, the Contractor agrees that the Contractor was able to inspect the site prior to the execution of this Agreement, and that the Contractor agrees to be responsible for the care, health, maintenance, and replacement, if necessary, of the existing landscaping, i.n its current condition, and on an "as is" basis. The Contractor shall be strictly liable for the decline or death of any plant material, regardless of whether such decline or death is due to the negligence of the Contractor or a former contractor, except that the Contractor shall not be responsible for fire, cold, storm or wind damage, incurable or uncontrollable diseases, or damage due to vandalism. Upon the occurrence of any such exceptions, Contractor shall immediately notify tbe District. Contractor shall replace, at Contractor's expense, all p.lant material Lbat, in the opiojon of the District, fails to maintain a beallhy, vigorous condition as a result of the Contractor's failw·e to perform the Work specilied herein. No changes to the compensation set forth in this Agreement shall be made based on any claim that the existing landscaping was not in good condition or that the site was unsuitable for such landscaping.
Maimer of Contractor's Pe1forma11ce. The Contractor agrees, as an independent contractor, to undertake the Work as specified in this Agreement or any Work Authorization (defined herein) issued in connection with this Agreement. All Work shall be perfom1ed in a neat and professional manner reasonably acceptable to the District and shall be in accordance with all applicable induslTy standards, and as required by the Scope of Services. The performance of all Work and additional services by the Contractor under this Agreement and related to this Agreement shall conform to any written instructions issued by the District.
Discipline, Employme11t, Uniforms. Contractor shall maintain at all times strict discipline among its employees. subcontractors. agents and assigns and represents to the District U1at it has perfom1ed all necessary background checks of the same. Contractor shall not employ for work on the project any person unfit or without sufficient skills to pe1form the job for which such person is employed. All laborers and foremen of the Contractor shall perform all Work on the premises in a tmifo1m to be designed by the Contractor. No shirtless attire, no torn or tattered attire or slang graphic T-shirts are permitted. No smoking in or around the buildings will be permjtted. Rudeness or discowteous acts by Contractor employees will not be tolerated. No Contractor solicitation of any k.ind is pcrmitlcd on propc1i)'.
Rain Days. Ln the event that lime is lost due to heavy rains ("Rain Days"), Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the same week as any Rain Days. Contractor shall provide services on Saturdays, if needed to make up Rain Days, with prior noti IIcation to and approval by the District Representative(s) (defined herein).

5
4876-9932-0876.5
Protection of Property. Contractor shall use all due care to protect against any harm to persons or property while performing the Work. If Contractor's acts or omissions result in any damage to property within the District, including but not limited to damage to landscape lighting and irrigation system components, entry monwnents, etc., the Contractor shall immediately notify the District and promptly repair aU damage - and/or promptly replace damaged property - to the sole satisfaction of the Districl. lf Contractor fails to do so, the District reserves th right to make such repairs and Contractor shall reimburse the costs of such repair or replacement.
Dis"lrict Representative; Reporting. The District shall designate in writing a person to act as the District Representative with respect to the Work to be performed under this Agreement. The District Representative shall have complete authority to transmit instructions, receive infomiation, interpret and define the District's policies and decisions with respect to materials, equipment, elements, and systems pertinent to Contractor's services, including the Work.
The District hereby designates the District Manager or his or her designee, to act as the District Representative.
The District shall have the right to change its designated Representative with written notice to Contractor.
111.	Contractor agrees to meet with the District's representative no less than bi-weck.Jy to walk the property and discuss conditions, schedules, and items of concern regarding this Agreement and to provide a n10nthly wrinen report summarizing, at minimum, the Work performed during the month, any issues and/or areas of concern and the schedule of Work to be performed for the upcoming month.
iv.	Contractor agrees to attend the regularly scheduled meetings of the Board of Supervisors of the District, upon request.
Deficiencies. Contractor shall identify and promptly notify the District Representative of any deficient areas by written communication, including any explanations of proposed actions to remedy :;uch deficiencies. Upon approval by the District Representative, the Contractor shall ta.Ke such actions as are necessary to address the deficiencies within a reasonable time period specified by the District Representative, or if no time is specified by the District, within three (3) days and prior to submitting any invoices to the District. Contractor and the District recognize that time is of the essence with this Agreement and that the District will suffer financial loss if the deficiencies are not timely addressed. Should the Contractor fail to address any deficiencies within the time set forth by the District Representatives, the District shall have the rights to, among other remedies available al law or in equity.. fine the Contractor one hundred dollars ($100.00) per day; lo withhold some or all of the Contractor's compensation tmder this Agreement; and to contract with outside sources to perform necessary work with all charges for such services to be reimbursed by Con1ractor or deducted from the Contractor's compensation.

6
4876-9932.0876.5
l.   Compliance with Laws. The Contractor shall keep, observe, and perform all requirements of applicable local. state and federal laws, rules, regulations, ordinances, permits, licenses, or other requirements or approvals. Fwther, the Contractor shall notify the Oistiict in writing within five (5) days of the receipt of any notice, order, required to comply notice, or a report of a violation or an alleged violation, made by any local, state, or federal governmental body or agency or subdivision thereof with respecl to the services being rendered under this Agreement or any act or omission of the Contractor or any of its agents, servants, employees, or material men, or appliances, or any other requirements applicable to provision of services. Additionally, the Contractor shall promptly comply with any requirement of such governmental entity after receipt of any such notice, order, request to comply notice, or report of a violation or an alleged violation.
Safety. Contractor shall provide for and oversee all safety orders, precautions, and programs necessary for the Work. Contractor shall mainta.in an adequate safety program to ensure the safety of employees and any other individuals working under this /\.greemenl. Contractor shall comply with all OSHA standards. Contractor shall lake precautions at all limes to protect any persons and property in performing the Work, utilizing safety equipment including but not limited to bright vests and trarfic cones.
Environmental Activities. The Contractor agrees lo use best management practices, consistent with presently accepted industry standards, with respect to the storage, handling and use of chemicals (e.g., fertilizers, pesticides, etc.) and fuels. The Conu·actor shall keep all equipment clean (e.g., chemical sprayers) and properly dispose of waste. Fwther, the Contractor sha.11 immediately notify the District of any chemical or fuel spills. The Contractor shall be responsible for any environmental cleanup, replacement of any turf or plants harmed from chemical burns, and correcting any other harm resulting from the Work to be performed by Contractor.
Payntent of Taxes; Procurement of Licenses llnd Permits. Contractor shall pay all taxes required by law in connection with the Work, including sales, use, and similar taxes, and shall secure all licenses and permits necessary for proper completion of the Work, paying the fees therefore and ascertaining that the permits meet all requirements of applicable federal, state and local laws or requirements.

Subcontractors. Contractor shall not assign any portion of the Work to subcontractors without prior, written approval of the District. In the event any po11ions of the Work are assigned tosubcontrnctors, Conlrnctor shall be responsible for the satisfactory performance of such work by subcontractors. Nothing in this Agreement shall beconstrued to create a contractual relationship between any subcontractor and the District.
Independent Contractor StatL,. . Ii, all matters relating to this Agreement, Contractor sball be acting as an independent contractor. Neither Contractor nor employees of Contractor, if there arc any, are employees of the District under the meaning or application of any Federal or State Unemployment or fnsurance Laws or Old Age Laws or otherwise. Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of Contrnctor, if any, in the performance of this Agreement. Contractor shall not have any authority to assume or create any obligation,

7
4876-9932-0876.S
express or implied, on behalf of the District and ContractoJ shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

COMPENSATroN; TERM.

Term.	The term of this Agreement shall be from October 1' 2024' to
September 30, 2025 ("Y car 1"), unless tenninnted earlier in accordance with the terms of this Agreement.	Thereafter, this Agreement will automatically renew in additional, one
(I) year terms, for up to four (4) additional annual renewals, unless terminated earlier in
accordance with the te1ms of this Agreement.
Compensation. As compensation for the Work, the District agrees to pay Contractor an amount not-to-exceed 	Dollars ($   , per year for Year J, all in acc.:ordance with the Fee Summa1y attached hereto as Exhibit C. Compensation for the Work in subsequent renewal years shall be in accordance with the with the Fee Summary attached hereto as Exhibit C.
Adtlition11L Work. Should the District desire that the Contractor provide additional work and/or services relating to the District's landscaping and/or irrigation systems (e.g., additional services or services for other areas not specified in this Agreement), such additional work and/or services shaU be fully performed by the Contractor after prior approval of a required Work Authorization. The Contractor agrees that the DLstrict shall not be liable for the payment of any additional work and/or services unless the District first authorizes the Contractar to perform such additional work and/or services through an authorized and fully execw:ed Work Authorization, a form of which is attached hereto as Exhibit D. The Contractor shall be compensated for such agreed additional work and/or services based upon a payment amount derived from the prices set forth in the Contractor's fee Summary attached hereto as Exhibit C. If pricing for any such additional work or services is not specirically provided for in the exhibits hereto, Contractor agrees to negotiate in good faith on such pricing. Nothing herein shall be construed to require the District to use the Contractor for any such additional work and/or services, and the District reserves the right to retain a different contractor to perform any additional work and/or services.
Payments by the District. The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render monthly invoices to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month.  Each monthly invoice shall contain, at a minimum, the District's name, the Contractor's name, the invoice date, an invoice munber, an itemized listing of all costs billed on the invoice with a description of each suffi_cie11l for the District to approve each cost, the time frame with.in which the services were provided, and the address or bank information to which payment is to be remitted. Consistent with Florida's Prompt Payment Act, section 218.70, et seq., Florida Statutes, these monthly invoices are due and payable witl1in forty-five (45) days ofreceipt
by the DistTict.

8
4876-9932-0876.5
Payments by Contractor. Subject to the terms herein, Contractor will promptly pay in cash for all costs of labor, materials, services and equipment used in the performance of the Work, and upon the request of the DistTict, Contractor will provide proof of such payment. Contractor agrees that it shall comply with Section 218.735(6), Florida Statutes, requiring payments to subconlrnctors, material men, suppliers or laborers be made within ten (10) days of receipt of payment from the District. The District may require, as a condition precedent to making any payment to Contractor, that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers. and further requise that Contractor provide an affidavit relating to the payment of said indebtedness. Further, the District shalI have the right lo require, as a condition precedent to making any payment, evidence from Contractor, in a form satisfactory to the District, that any indebtedness of Contractor. as to services to the District, has been paid and th.at Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen·s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.
TERMINATION. The District agrees that the Contractor may te1minate this Agreement for cause by providing sixty (60) days' written notice of termination Lo the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure w1der lhis Agreement. Tbe Contractor agrees that, notv. thstanding any other provision of this Agreement, and regardless of whether any of the procedural steps set forth in Section 2(H) of this Agreement are taken, the District may terminate this Agreement immediately for callSe by providing written notice of termi11ation to the Contractor. The District shall provide thirty (30) days' written notice of termination without cause. Any termination by the District shall not result in liability for consequential damages, lost profits. or any other damages or liability. However, upon any termination of this Ag,-eement by the District, the ConL1·actor shall be entitled to payment for all Work and/or services rendered up untiJ the effective tern1ination of this Agreement, subject to whatever claims or off-sets the DislTict may have against the Contractor. On a default by Contractor, the District may elect not to terminate the Agreement. and in.stead to demand that Contractor cure any failure constituting default and make appropriate deduction or revision to the payment to become due to Contractor. Furthermore, the District reserves the right to pursue any and all available remedies under the law, including but not limited to equitable and legal remedies and withhold payment pending outcome of such dispute.

INSURANCE.

Jnsura11ce Required. Before commencing any Work, the Contractor shall furnish the District with a Certificate of Insurance evidencing compliance with the requirements of this section. No ce11ificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverage, as certified, shalL not be effective within tl1irty (30) days of prior written notice to the District. Insw·ance coverage shall be primary and wriL1en on fo1ms acceptable to the District. Addilional!y, insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Besf s Insurance Reports rating of A-VTI. The procuring of required policies of insmance shall

9
4876-9932-0876.5
not be construed lo limit Contractor's liability or to fulfill the indemnification provisions and requirements of this Agreement.
Types of Insurance Covemge Required. Contractor or any subcontractor performing the work described in this Agreement shall maintain throughout the term oJ this Agreement the following insurance:
Worker's Compensation Insurance in accordance with the laws of the Stale of Florida. Ln the event the Contractor has "leased" employees, the Contractor or the employee leasing company must provide evidence of a Minimum Premium Workers' Compensation policy, along with a Waiver of Subrogation in favor of the District. All documentation must be provided to the District at the address listed below. No contractor or sub-contractor operating under a worker's compensation exemption shall access or work on the site.
Employer's Liability Coverage with limits of at least $1,000,000 (one million dollars) per accident or dis1:!ase.
Commercial General Liability lnsurance covering Contractor's legal liability for bodily injuries, property damage, contractual, products and completed operations, and personal injury, with Iunits of nol less than $2,000,000 per occurrence, and further, including, but not being limited to, Independent Contractors Coverage for bodily injury an<l property damage in connection with subcontractors' operation.
Automobile Liability Irn;urance for bodily injuries in limits of not less than $2,000,000 combined single limit bodily injury and for property damage, providing coverage for any accident ari3ing out of or resulting from the operation, maintenance, or use by Contractor of any owned, non-owned, or hired automobiles, trailers, or other equipment required to be licensed.
Umbrella Excess Liability Insurance to cover any liability in excess of the limits of coverage already require-cl and with limits ofat least $1,000,000 per occurrence and $1,000,000 on aggregate.
Additional Insured. All policies required by this Agreement, with the exception of Workers' Compensation, or unless specific approval is given by the District, are to be written on an occurrence basis, and.hall name the District, and its supervisors, officers, staff, agents, employees, and reprei;entatives as additional insured (with the exception of Workers' Compensation insurance) as their interest may appear under this
A6rreement. lnsurer(s), with the exception of Workers' Compensation on non-leased employees, shall ag.ree to wajve all rights of subrogation against the District and its
supervi.sors, officers, staff, agents, employees, and represenlati ves.
Sub-Contractors. Insurance requirements itemized in this Agreement and required of the Contractor sha.11 be provided 011 behalf of alt sub-contractors, if any and if approved, to cover theiT operations performed under this Agreement. The Contractor sball

10
4876-9()32-0876.5
be held responsible for any modifications, deviations, or omissions m these insmance requirements as they apply to sub-contractors.
Payment of Premiums. The Contractor shall be solely responsible for payment of all premiums for insurance contributing to the satisfaction of this Agreement and shall be solely responsible for the payment of all deductibles and retentions to which such policies are subject, whether or not the District is an insured under the policy.
Notice of Claims. Notices of accidents (occurrences) and notices of claims associated with work being perfonned under this Agreement shall be provided to the Contractor's insurance company and to the District as soon as practicable after notice lo the instu-ed.
Failure to Provide Insurance. The District shall retain the right to review, at any time, coverage, form, and amount of insurance. ff the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in whicb event. the Contractor shall pay tbe cost for that required insurance to the District and shalI furnish, upo□ demand, all information that may be requii-ecl in connection with the Districl's obtaining the required insurance. If Contractor fails lo pay such cost to the District, tbe District may deduct such amount from any payment due tbe Contractor.
lNDEMNIFlCATION.

The Contractor shaJI indemnify, defend, and hold hannless, the District, the Distiict's Board of Supervisors, District staff and the District's agents, officers, employees, contractors. and representatives from and against any and all liability, actions, claims, demands, loss, damage, injury, or ba1m of any nalLU-e whatsoever, arising from the acts or omissions of Contractor, or the Contractor's officers, directors, agents, assigns, empJoyees, subcontractors, or representatives.
Obligations under this section shall include lhe payment of all settlements, judgments, damages, liquidated damages, penalties, fines. forfeitures, back pay, awards. court costs, mediation costs, litigation expenses, attorney fees, paralegal fees (incuned in court. out of co1ui, on appeal, or in bankrnptcy proccedi11gs). or other amounts of any kind.
The Contractor agrees that nothing in this Agreement shall serve as or be constmed as a waiver of the District's or its staff, supervisors or consultant's limitations on liability contained in section 768.28, Florida Statutes,or other law. Any subcontractor retained by the Contractor shaU acknowledge the same in writing, and it shall be Contractor's responsibility to secure such acknowledgments. Fu1ther. no1hing herein shall be consLrued to limit or restrict the District's ri.ghts against the Contractor under applicable law.
In any and all claims against the District or any of its agents or employees by any employee of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be Liable, the indemnification obligation under this Agreement shall not be limited in any way as to the amount or type of

11
4876-9932--0876.5
damages, compensation or benefits payable by or tor the Contractor or any subcontractor under Workmen's compensation acts, disability benefit acts, or other employee benefit acts.
It is understood and agreed that th.is Agreement is not a construction contract as that tennis referenced in Section 725.06, Florida Statutes,and that said statutory provision docs not govern, restrict or control this Agreement
MISCELLANEOUS PROVISIONS

Default amt Protection Against Thinl-party lnfetference. A default by either party under this Agreement shall entitle tbe other to all remedies available at law or in equity, wbjch may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering, third party. Nothing contained in th.is Agreement sball limit or impair the District's right to protect its rights from interference by a third party to this Agreement.
Custom mu/ Usage. It is hereby agreed, any .law, custom, or usage to the conb-ary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the terms of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing or due to oversight; and furtber, that the failure of the District at any Lime or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner contrary to the specific conditions and agreements of this Agreement, or as having in any way modified or waived the same.
Successors. Th.is Agreement shall inw·e to the benefit of and be binding upon the heirs, executors, administrators, successors, and assigns of the parties to th.is Agreement, except as expressly lim.ited in this Agreement.
Assignment. Neither the District nor Contractor may assign this Agreement without the prior written approval of the olher. which approval shall not be unreasonably withheld. Any purported assignment without such written approval shall be void.
Jleallings for Convenience Only. The descriptive headings in this Agreement are for convenience only and shall neither control nor affect the meaning or constrnction of any of the provisions of th.is Agreement.
Attorneys' Fees. ln the event tbat either the District or Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and co:;ts incw-red, including reasonable attorneys' fees, paralegal fees and costs for trial, alternative dispute resolution, or appelJatc
proceedings.
Agreement. This instrument, together with its Exhibits, shall constitute the final and complete expression of th.is Agreement between the District and Contractor relating to the subject matter of this AgTeement. Ali prior agreements regarding the matters provided herein are hereby superseded and replaced by this Agreement. The Exhibits

12
4876-9()32-0876.5
attached herein are incorporated to the extent that it c.larifies certain terms of the Agreement, and to the extent there are any inconsistencies or conflict between this instrw11ent and the Exhibits, this instrument shall control.
Amendments. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and Contractor.
Authorization. The execution of this Agreement bas been duly authorized by the appropriate body or official of the Disttict and Contractor, both the District and Contractor have complied with all the requirements of law. and both the District and Contractor have full power and authority to comply with the terms and provisions of this instrument.
Notices. All notices, requests, consents and other cooummications under this Agreement ("Notices") shall be in writing and shall be delivered via hand delivery, mailed by United States certified mail, or by ovemighl delivery service, to the parties, as follows:

If to the District:

With a copy to:

If to Contractor:
Live Oak Lake
Community Developmenl Dislrict 219 East Livingston Street Orlando, Florida 32801
Attn: District Manager

Kutak Rock LLP
107 West College Avenue Tallahassee, Florida 32301 Attn: District Counsel

Except as otherwise provided in this Agreement any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delive1y) or on a non-business clay, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and l gal holidays i·ecognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for Conh·actor may deliver Notice on behalf of the District aad Contractor. Any party or other person to whom Notices are Lo be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set fo1ih herein.

13
4876-9932-0876.S
Third Pt1rty Beneficiaries. This Agreement is solely for the benefit of the District and Contractor and no right or cause or action sbaU accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and Contractor any right, remedy, or claim under or by reason or this Agreement or an:1 of the provisions or conditions of this Agreement; and all or the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective Representative, successors, and assigns.
Controlling L"w; Venue. This Agreement and the provisions contained in this Agreement shall be conslrued, interpreted, and controlled according to the laws of the State of Florida. Parties consent to and agree that the exclusive venue for any litigation arising out of or related to this Agreement shall be in a court of appropriate jurisdiction in and for Osceola County, Florida.
Public Records. Contractor understands and agrees that all documents of any kind provided lo the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply witb all applicable provisions of Florida law in handling such records, including but not limited to section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Jill Burns ("Public Records Custodian"). Among other requirements and to the extent applicable by law, Contractor shall l) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow tbe records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided ln Chapter 119, Florida Stalutes; 3) ensure tbat public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and followi.11g the contract term if Contractor does not transfer the records lo the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, al no cost, all public records in Contractor's possession or, alternatively, keep, maintain and meet all applicable requirements for retain.i11g public records pur:rnant to Florida laws. When such public records are transferred by Contractor. Contractor shall destroy any duplicate pubijc records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format tbat is compatible with Microsoft Word or Adobe PDF formats.
IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR'S DUTV TO PROVIDE PUBLIC RECORDS RELATING TO TIDS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT JBURNS@GMSCFL.COM, (407) 841-5524, AND 219 EAST LIVINGSTON STREET, ORLANDO, FLORIDA 32801.

14
4876-9932.0876.5
Severahili y. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining po1tions of this Agreement, or any prut of this Agreement not held to be invaLid or unenforceable.
0. Arm's Length Transaction. This Agreement has been negotiated fuUy between the District and Conti-actor as au arm's length transaction. The District and Contractor participated fully in the preparation of this Agreement with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, the parties are each deen1ed to have drafted, chosen, and selected the language. and any doubtful language will not be interpreted or construed against any party.
Counterparts. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and lhe same instrument.
Scrutinized Companies Statement. Contractor certifies that it is not in violation of section 287.135, Florida Statutes, and is not probibited from doing business
,.vith the District w1der Florida law, including but not limited to Scrutinized Companies with Activities in Sudan List or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. If Contractor is found to have submitted a false statement, has been placed on the Scrutinized Companies with Activities in Sudan List or the Scrntinized Companies with Activities in the Iran Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria. or is now or in tbe fulme on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel, the District may immediately terminate this Agreement.
E-Verify. The Contractor agrees that it shall bear tbe responsibility for verifying the employment status of all persons it employs or subcontracts in the performance of this Agreement and agrees to otherwise comply with aJI applicable federal and Florida law, including but not limited to tbe Immigration Reform and Control Act of 1986, as amended, and Section 448.095, Florida Statutes. By entering into this Agreement, the Contractor represents that no public employer has terminated a contract witb the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.
s.	STATEMENT  REGARDrNG  CHAPTER  287 REQUIREMENTS.  Contractor
acknowledges that, in addition to all Laws and Re1:,rulations that apply to this Agreement,
the following provisions of Florida law ("Public Integrity Laws") apply to this Agreement:
Section 287.133, Florida Statutes, titled Public entity crirne: denial or revocation of the right to transact business with public entities;
Section 287.134,	Florida Statutes, titled	Discrimination: denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;

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4876-9932-0876.5
Section 287. l37, Florida Statutes, tjtled Antitrust violations; denial or revocation of the right 10 transacl business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutei;, titled Contracting with entities of foreign
countries of concern prohibited.

Contractor acknowledges that the Public Integrity Laws prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entilies, including with the District (''Prohibited Criteria"). Contractor certifies that in entering into thls Contract, neither it nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria, and in the event such status changes, Contractor shall immediately notify the District.

T.  Compliance with section 20.055', Florida Statutes. The Contractor agrees to comply wilb section 20.055(5), Florida Statutes, to cooperate with the inspector general in any investigation, audit, inspection, review. or hearing pursuant such section and to incorporate in all subcontracts the obligation lo comply with section 20.055(5), Florida Statutes.

[Remainder of this page intenrionally left blank]

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•1876-9932-0876.5
IN WITNESS WHEREOF, the parties execute this agreement the day and year first written
above.

ATTEST:	LIVE OAK LAKE COMMUNITY
DEVELOPMENT DISTRICT

By	­
Secretary
0	Assistant Secretary

\VTTNESS:
By:	 _
0 Chairperson
0  Vice Chairperson

[CONTRACTOR]

By	­
Its: 	
By:	
[ts:

Exhibit A: Exhibit B: Exhibit C: Exhibit D:
Scope of Services
Landscape Maintenance Map Fee Swnmary
Form of Work Authorization

17
4876-9932-0876.5
Exhibit A: Scope of Services

[INSERT FROM GMS]

18
4876-')932--0876.5
Exhibit B: Landscape Maintenance Map [INSERT FROM GMSJ

19
4876-9932-0876.5
Exhibit C: Fee Summary

YJII. FORM01-' LANDSCAPE AND IRRIGATION MAINTENANCE SERVICRS AGRF.RMRNT	20
-1876-9932-08765
Exhibit D: Form of Work Authorization
WORK AUTHORIZATION NUMBER 		_ FOR ADDITIONAL SERVICES
THIS WORK AUTHORIZATION ("Work Authorization"), dated 	
_,	 
202_, aulhorizes certain
work in accordance with that certain landscape and lrrigation Maintenance Agreement, effective	2024 (the
"Agreement"). by and between:

LIVE 0Ah LAl(E COMMUNITY DEVELOPME NT DISTRICI', a local unit of special-purpose government established pursuant lo Chapter 190, Florida S1a1U1es, located in Osceola County. Florida (the "District''), and

-------- · a Florida 	,with an address of 	
("Contractor").

SECTION 1.	SCOPE OF SERVICES. in addition to the services described in the Agreement and any exhibits, amendments and addenda thereto, Contractor shall provide additional 	 services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms or tbe Agreement (collectively, the ''Additional Services"). To the extent that the terms of Exhibit A contlict with terms of this Work Authorization or the Agreement, the Work Authorization and the Agreement shall control.

S1 CTJON2.	COMPENSATION. As compensation for the Additional Services, the DistTict agrees to pay Contractor 		 Dollars($	 )..Contractor shall invoice lJ1e District for Additional Services upon completion of the same and the District shall pay Contractor in accordance with the tenns of the Agreement.

SECTION 3.  ACCEPTANCE. Acceptance of this Work Authorization authorizes Contractor to complete the Additional Services as outlined above and is indicated by the signature of the authorized representative of the District and Contractor. Contractor shall commence the aforesaid Additional Services upon the full execution of this Work Authorization and shall pe1form the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authoriz.ation. remains in full force and effect.

fl'i WITNESS WHERF OF, the parties execute this agreement the day and year first written above.

ATTEST:	LIVE OAK LAKE COMMUNITY
DEVELOPMENT DISTRICT

By	­
Secretary
0 Assistant Secretary

Exhibit A	Proposal for Additional Services
By:	 _ 0Chairperson
0  Vice Chairperson

[CONTRACTOR[

By:	 _
lts: 	 _

VIII. FORM OF LANDSCAPE ANO IRRIGATION MAINTENANCE SERVICES AGREEMENT	21
4876-9932-0876.5
Live Oak Lake Community Development District

Addendum #1
Live Oak Lake COD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

01: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

02: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental lrrigailon Specification for Component D"

03: Are vendors allowed to attend the meeting on April 3rd, 2024.

A3: COD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org, when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

Q4: Please provide an overall palm count broken down by palm type.
A4: It is expected that any potential bidder will inspect the property, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

Q5: Please provide an irrigation zone count.
AS: The East I West controller has 59 stations, rhe North I South controller has 64 stations

Q6: Please delineate areas sodded with St Augustine. Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In gEmeral, there is bahia sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

Q7: Please provide all mulch types used on the property and locations where each will be used.

A7: Chocolate Cypress Mulch is the preferred mulch for the property. This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property.
QB: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK".
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECT" refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent working out of the year. including on unrelated projects?
AB: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.
Q9: On Proposal Form Part Ill	Experience, is a full list of work performed for community development districts required? Should examples listed be restricted to a certain area. time period, or size of project performed?
A9: The experience list should include all CDD's that the contractor has setviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

Q10: On Proposal Form Part Ill	Experience. please provide specific requirements for projects "similar to this project" beyond the requirement that thoy also include irrigation maintenance
A1O: Page 9, section 20 of tl1e RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We uncterstand that not every contractor will have experience with working for COO's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

Q11: On Proposal Form Part IV - Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However. the specifications include additional requirements for turf care
under Component "B" beyond fertilization including insecVdisease control. Should these additional services be included in the pricing under "TURF CARE" or elsewhere?

A11: This pricing should be included in the "TURF CARE" section on the fee summary schedule.

Q12: On Proposal Form Part IV- Pricing. a subheading on the field "TREE/SHRUB CARE'' specifies "Tree/Shrub Fert". However, the specifications include additional requirements for bed care under Component "C" beyond fertilization including insect/disease control. Should these
additional services be included in the pricing under "TREE/SHRUB CARE" or elsewhere?
A12: This pricing should be included in the "TREE/SHRUB CARE" section.

Q13: Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additional billable services? Will these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?

A13: Yes, any irrigation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
e:Ao.ck,{Zp   v¼ ,,0tcJIA J	bu,Jo,1..1.G

SIGfa	

	Z-2.'-f 

ADDENDUM #1- RFP 2024
LANDSCAPE MAINTENANCE SERVlCES
Live Oak Lake Community Development District

Addendum #2
Live Oak Lake COD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental COO Irrigation Spec Component O"when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
bl	  vs	Ctiwvw-eJc.J (_.p.i,J. "1a,	

ADDENDUM #2 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Component B - Supplement Water Management/Consultant

You are working with a remote management irrigation system. The information below is for your assistance.

Program Changes
If you need the current program changed at your property, we ask that you;
Call our office, 407.376.9734 or email the changes to support@imcirrigation.com
Inform us what property and zone needs to be changed, controller location
Inform us of any other special needs watering; fertilization, new seed, or new sod.
It will only be changed by going through our office, if you change it manually on
the controller without informing us of the change we won't know and our computer will override it.
Manual Watering
If you need specific zones turned on at any time between 8am-Spm M·F call our office, 816.492.5100. (Advance notice would be recommended, typically the day before)
Inform us what zone needs to be turned on and for how long.
We can turn on the stations remotely, this will help you not having to go back and forth to the control box.
PIN Codes
Our controllers have Pin Codes in them, you have to put in your PIN code in order to access the box. If a controller is locked by a pin code and you do not have one or yours is not working.
Call our office 407.376.9734 or e-mail us at support@imcirrigation.com.
We can set you up with one or we can reset yours to help you gain access.
New Sod
If you are putting down new sod on the property, we ask that you give us at least 24 hours' notice
Inform us the zone numbers in which the sod will be laid.
Any specifications you have about the sod that we need to be aware of.
We will then set up the program through our software and run it accordingly.
System Repairs
When working on the property fixing the system, or notice something is broken. Please call our office or e-mail us with thisinformation.
If you need the system shut down while repairing something, please call and tell us.This helps to make sure nothing runs that could jeopardize your repair.
These efforts will help us better serve our client together. If you have any questionsor concerns please feel free to contact us.
with new, spring-loaded, pop-up type, sprinklers. Submit the quote within two weeks of being awarded this contract.
The contractor shall check the entire irrigation system weekly ie: mow crew, weed crew or vendor project manager for items such as dry spots and missing or malfunctioning irrigation components. Check for leaking valves, water running across sidewalks, water standing in puddles, or any other condition which hampers the correct operation of the system or the public safety. The contractor shall carefully observe plant materials for signs of wilting, indicating a lack of water. Plants which die due to irrigation failure will be considered to have died due to the contractor's negligence and shall be replaced at the contractor's expense.
Plastic sprinkler nozzles with bad patterns shall be replaced with new nozzles of
the same gallon rating and arc as part of the regular maintenance of the sprinkler system. Do not attempt to clean plastic nozzles by sticking knife blades or wire into the openings. The plastic will be scratched and the pattern will be ruined. Brass nozzles may be carefully cleaned if needed.

XII. Reports and Schedules - The contractor shall provide to the Owner the followingreports and schedules.
The Contractor shall submit to the Owner a Monthly Schedule of Work based on the Schedule of Services. The Monthly Schedule of Work shall indicate the proposed date of services and any recommended changes to the Schedule of Services for approval by
the Owner.

Weekly Progress Reports shall be provided which clearly show the specific maintenance activities performed for each property. The weekly report shall also be used to identify any problems that may occur or extra work that may be required. The report shall also include a chemical application log as specified in Exhibit C. A sample report is provided. This report shall be submitted by 9:00 a.m. Monday morning of the week following the week of service.

Irrigation - Contractor shall work with "IMC" Irrigation Management Consulting see Exhibit "B", Contractor shall notify Owner of any site changes. Contractor shall notify the Owner of any malfunction or damage to the system. The cost of each repair will be billed per item and number of hours by the Contractor. Should it be determined that damage is caused through negligence of the Contractor, the Contractor shall pay the cost for such repair. These costs shall be paid directly by the Contractor.

Supplemental Irrigation Maintenance Specification "Component D11

IRRIGATION

Water Application & Scheduling:
Hand water as needed to supplement natural rainfall and maintain plantings ina healthy, stress-free condition. It is the contractor's responsibility to work with the irrigation management company to make sure that plants receive adequate water regardless of weather conditions.
It is the responsibility of the contractor to conserve water and assure that all watering rules and regulations are followed. Any penalties, fines, or citations for watering ordinance violations shall be paid by the contractor.
Irrigation shall be made by the use of the permanent irrigation systems. Hand water as needed to supplement the permanent system. Failure of the irrigation system to provide full and proper coverage shall not relieve the landscape maintenance contractor of the responsibility to provide adequate irrigation. It is the contractor's responsibility to make sure that the irrigation system is maintained and operates properly.
The contractor is responsible for the complete operation and mainten ance of the irrigation systems, except as noted below. The contractor shall examine the irrigation system for damage or malfunction weekly and shall report damage or
malfunction to the owner's authorized representative in writing. If the contractor fails to report the broken or malfunctioning irrigation system components within two weeks of the breakage or malfunction, the contractor shall be responsible for all damages resulting from the broken irrigation system component.
When breakdowns or malfunctions exist, the contractor shall hand water, if necessary, to maintain all plant material in a healthy condition. If the irrigation repairs are major and will be billed as additional work (see items that qualify for additional work payments as outlined below), the labor costs for hand watering may also be submitted for payment as noted in the General Requirements section of these specifications. Do not wait for approval to begin hand watering
if it Is required to save the plantings.
Irrigation System Scheduled Maintenance:
Each valve zone shall be observed for signs of damage, dryness or wetness on a Monthly basis during the irrigation season. By mow crew, weed crew or Vendor project manager.
The Irrigation maintenance contractor shall maintain the irrigation system, including cleaning of filter screens yearly or more often as needed, and flushing pipes, as part of this contract.
Drip irrigation systems need periodic flushing to remove sediment. When flushing is necessary, it shall be performed as part of this contract. Dripsystems
shall be flushed at least once a year. Open ends of drip lines and run for at least 15 minutes at full flow to flush. It may be necessary to install flush outlets in order to flush the drip system.
Run-off of water from irrigation systems into or onto streets, sidewalks, stairs, or gutters is not permitted. The contractor shall immediately shut down the irrigation system and make adjustments, repairs, or replacements as soon as possible to correct the source of the run-off.
Irrigation Pumps and Filters should be check for operating pressure along with cleaning any filters on a weekly basis. Reports of filter cleaning should be submitted in writing.
Irrigation System Repair:

The landscape maintenance contractor shall replace or repair, at the landscape maintenance contractor's expense, any irrigation components damaged, unless due to excluded damage. Repairs shall be made within two days of the day the damage occurred. If the damage was due to excluded damage, the irrigation repairs will be paid for as additional work. The contractor shall make notification of needed repairs within two days of the day the damage occurred as noted in the General Requirements section of these specifications. Regardless of the cause of damage, the contractor shall take immediate action to prevent further damage by shutting off the damaged part of the irrigation system and commencing with hand watering as needed. As soon as possible after receiving written authorization to proceed, the contractor shall make repairs. The following items are considered to be minor repairs: damaged or clogged sprinkler heads, sprinkler nozzles, adjustment of sprinkler patterns or arcs, adjustment of sprinkler position, valve boxes (ie; raise, lower, or straighten
sprinkler head or valve box), replacement of clogged, broken, or missing barbed­ style drip emitters, replacement or repositioning of drip distribution tubing
Any replacement of irrigation system components shall be made with materials of the same manufacturer and model as the original equipment. Substitutions of materials other than original equipment will be approved only when the original equipment has been discontinued and is no longer available for purchase at any location. The substituted equipment must be completely compatible with the original and must be approved in advance by the owner's authorized representative.
All repairs to the system shall be identical to the original installation, unless approved otherwise in advance by the owner's authorized representative. If a change to the installation will result in lowerfuture maintenance costs, less frequent breakage, or an increase in public safety, request authorization to make the change from the owner's authorized representative.
For safety, never install sprinklers on risers above the ground level, even if the risers are flexible. Always use spring-operated, pop-up style, sprinkler heads. Sprinkler heads are available with pop-up heights up to 12 inches (30 cm) above ground level. If the existing sprinklers are mounted on above-ground risers, the replacements shall be pop-up type sprinklers. No exceptions, ever!
If any existing sprinklers at this site are installed on risers above the ground
level, submit a quote for additional work to the owner's authorized representative covering the cost of removal and replacement of these sprinklers
Live Oak Lalce CDD

Green - CDD owned and maintained Tracts.

Purple· HOA owned Tract including the monument and fencing. HOA Is responsible for maintenance in this area.

SECTION b.

HELPING HAND LAWN CARE
"Lending a hand for all your lawn care needs •
Helping Hand Lawn Care
PO Box 1704
Sorrento, Fl 32776
(407) 221-0593
V.	PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services - Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District

FROM:	Helping Hand Lawn Care, LLC

(Proposer)
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual.
Proposal Form Contents:
Proposal Summary
Part I - General Information
Part II - Personnel and Equipment Part III - Experience
Part IV - Pricing Signature Page

V. PROPOSAL FORMS	1
4876-9932-0876.5
PROPOSAL FORM PROPOSAL SUMMARY SHEET
I, E. Norman Ripper	REPRESENTING Helping Hand Lawn Care, LLC Company and/or Corporation ("Proposer"), agree to furnish the services required in the scope/specifications at the following prices:

329,716.28

310,460.00

310,460.00

310,460.00	5% Increase	
310,460.00	5% Increase	
310,460.00	5% Increase	

NAME OF PROPOSER:	Helping Hand Lawn Care, LLC
ADDRESS: 5960 West Jones Ave Zellwood Fl 32798
PHONE:	407-221-0593	FAX: 	

SIGNATURE:		 	
PRINTED NAME: E. Norman Ripper

TITLE:
DATE:
President

3/15/2024

V. PROPOSAL FORMS	2
4876-9932-0876.5
PROPOSAL FORM
PART I-  GENERAL INFORMATION

Proposer General lriformation:
Proposer Name Helping Hand Lawn Care, LLC
Street Address 5960 West Jones Ave

P. 0. Box (if any)		

City Zellwood

Telephone 407-221-0593
State Florida	Zip Code _3_2_79_8 	_
Fax no. -------------
1st Contact Name	E. Norman R...i.:.p....:p. er	_
Title President

2nd Contact Name
-Re-gi-nal-d P-in-ard--------
Title V/P Operations

Parent Company Name (if any) 	 Street Address		
P. 0. Box (if any)		
City 	State 	Zip Code 	

Telephone 		Fax no. 		 _ 1st Contact Name			Title 		
2nd Contact Name		
Title 	

Company Standing:
Proposer's Corporate Form: _L_L C	_ (e.g., individual, corporation, partnership, limited liability company, etc.)
Io what State was the Proposer organized? _F_lo_r_id a		 Date 09/11/2013 Is the Proposer in good standing with that State? Yes X	No
If no, please explain 	
V. PROPOSAL FORMS	3
4876-9932--0876.5

ls the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes L	No

If no, please explain 	

What are the Proposer's current insurance limits?

General Liability	$5,000,000	
Automobile Liability	$5,000,000	
Workers Compensation	
$5,000,000	
Expiration Date	
07/13/2024	

Licensure - Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

Pest Control Operators License - In good standing Master Arborist License - In good standing Irrigation Certification - In good standing
MOT Certification - In good standing Aquatics License - In good standing Fertilization License - In good standing

V. PROPOSAL FORMS	4
4876-9932-0876.5
PROPOSAL FORM
PART II - PERSONNEL AND EQUIPMENT

List the location of the Proposer's office, which would perform work for the District.
Street Address 5960 West Jones Ave

P. 0. Box (if any)		

City Zellwood
State Florida	Zip Code _3_2_79_8 	_

Telephone  407-221-0593
Fax no.-------------
1st Contact Name
-E.-Norman Ripper	Title President
2nd Contact Name
-R-eg=ina-ld-P-in-ard-----------
Title V/P Operations
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

See Attached  Supervisors, who will be onsite _	days per week;
	 Technical personnel, who will be onsite _	days per 		; and
	 Laborers, who will be onsite _	days per week.

Officers and Supervisory Personnel - Please complete the pages that follow at the end of this Part regarding the Proposer's Officers and Supervisory Personnel, and attach resumes for any individuals listed.

Technical Personnel - Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant fields of expertise? Yes_  No_  Jfyes, please provide the following information for each person (attach additional sheets if necessary):
Name:	 _ Position/ Certifications:		 _ Duties I Responsibilities:			 _
%of Time to Be Dedicated to This Project: 	%

Please describe the person's role in other projects on behalf of the Proposer:
Project Name/Location:			 _ Contact:	 Contact Phone: 		 _ Project Type/Description: 	 _
V. PROPOSAL FORMS	5
4876-9932-0876.5
Duties / Responsibilities:		 Do11a r Amount of Contract:		  Proposer's Scope of Services for Project: 	 _

Dates Serviced: 	

Subcontractors - Does the Proposer intend to use any subcontractors in connection with the work? Yes_	No _x_ For each subcontractor, please provide the following information (attach additional sheets if necessary):
Subcontractor Name 	 Street Address 		
P. 0. Box (if any)					 City 		State 	Zip Code 	
Telephone 		 .Fax no. 		_ 1st Contact Name			Title 		
2nd Contact Name		 Title 	
Proposed Duties/ Responsibilities:	 _
Please describe the subcontractor's role in other projects on behalf of the Proposer: Project Name/Location:		 _ Contact:	Contact Phone: 	  _
Project Type/Description: 			 Dollar Amount of Contract: 		 _ Proposer's Scope of Services for Project: 	 _

Dates Serviced: 	 _
V. PROPOSAL FORMS	6
4876-9932-0876.5
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the Proposer's personnel who will be involved with this project, and provide proof thereof to the extent permitted by law:
All of our personel go through a complete background check including fingerprinting because it is required on all of our contracts we have with GOAA.
Equipment - Please complete the pages that follow at the end of this Part regarding the Proposer's Equipment that will be used in connection with this project.

V. PROPOSAL FORMS	7
4876-9932-0876.5
OFFICERS
PROPOSER: Helping Hand Lawn Care, LLC	DATE: 03/12/2024

Provide the following info1mation for key officers of the Proposer and parent company. if any.

NAME	POSITION OR TITLE	

RESPONSIBILITLES	INDIVIDUAL'S RESIDENCE CITY, STATE	

E. Norman Ripper	
President	
Vision	Clermont Florida	

Reginald Pinard	
Operations Manager	Day to day Management	Tavares, Florida	

Maria Jimenez	HR Manager	Day to day people Managemen	Orlando, Florida	

Joxuan Burgos	
Enhancements Manager	Managing all Landscaping	
Paisley, Florida	

Bill Black	
Fleet & Safety Manager	Safety Training & Equipment	Deltona, Florida	

Kiara Rivera	Branch Manager	Orlando Branch	Paisley, Florida	

FOR PARENT COMPANY (if aoolicable)				

				

				

V. PROPOSAL FORMS	8
4876-9932-0876.5
SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK
PROPOSER: Helping Hand Lawn Care, LLC	DATE: 03/15/2024

INDIVIDUAL'S NAME	PRESENT
TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THlS PROJECT I# OF DAYS ON-SITE
PER WEEK	YEARS OF EXPERJENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	

Reginald Pinard	
Operalions Manager	
Overall Management	
Zellwood	
Please see attached break down	
10 years	
16 years	

Chamaine Lima	

Malnlonanoo Manag8'	Monitoring, training, inspecting and helping crew leaders	
Zellwood	

Pleasese&att.a,ched break
A,.,,.	
2 years	
4 years	

Jose Hilerio	
Detail Crew Leader	
Detail work	
Zellwood	
Please see attached break
down	
14 years	
20 years	

Emmanuel Ayala	
Mow Crew Leader	
running mow crew	
Zellwood	
Ploaso &ti attachedbreak,
d<)wn	
3 years	
3 years	
Kenny Echeverry	
Tree Crew Manager	running bucket truck for trimming operalions	
Zellwood	
Please see attached break down	
7 years	
9 years	

Brenden Shelkey	
Lead Irrigation Tech	
Irrigation reports and repairs	
Zellwood	Please see attached break
down	
2 years	
5 years	

,		

							

V. PROPOSAL FORMS	9
4876-9932-0876.5
COMPANY OWNED MAJOR EQUIPMENT
TO BE USED lN CONNECTION WITH THE WORK
PROPOSER:Helping Hand Lawn Care, LLC	DATE: 03/15/2024

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	

STORAGE AND WORK SITE LOCATIONS	
40	Blowers	
16 mowing crews	Orlando/Zellwood	

50	
Weedeaters	
16 mowing crews	
Orlando/Zellwood	
48	Edgers	
16 mowing crews	
Orlando/Zellwood	
22	
Hedge Trimmers	
16 mowing crews	
Orlando/Zellwood	
39	60 inch zero turn mowers	
16 mowing crews	
Orlando/Zellwood	
4	Autonomous mowers	16 mowing crews	
Orlando/Zellwood	
27	
Vehicles in Fleet	
16 mowing crews	
Orlando/Zellwood	
6	John Deere Gators	
16 mowing crews	
Orlando/Zellwood	
1	John Deere Loader with attachments	16 mowing crews	
Orlando/Zellwood	
2	John Deere Tractors	16 mowing crews	
Orlando/Zellwood	
1	Z Spray	16 mowing crews	
Orlando/Zellwood	

V. PROPOSAL FORMS	10
4876-9932-0876.5
PROPOSAL FORM
PART III- EXPERIENCE

Has the Proposer performed work/or a community development district previously? Yes	No _x 
If yes, please provide the following information for each project (attach additional sheets if necessary): But we do work to the I-Drive Improvement District.
Project Name/Location: I-Drive Improvement District
Contact: Luann Brooks	Contact Phone:----------------- Project Type/Description: Full SeNice Landscape Maintenance for I-Drive medians and ROWS
Dollar Amount of Contract:-$130,000.00	 Scope of Services for Project_:M_o_w_ing_._ed_g_in_g._tri_m_m_ing_._br_ow_in_g_m. _u_lc_hin_g_,t_re_e_tri_mm_i_ng_,f_eru_·1_iza_tio_n_a_nd_P_e_st_co_n_1ro_r.

Dates Serviced: _o_31_01_,2_0_19_tp_P_,e_s_e_n_1 	

List the Proposer's total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:
2023 = $5,300,000.00
2022 = $4,700,000.00

2021 = $4,300,000.00
Please provide the following information for each project that is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as well. Attach additional sheets if necessary.
ProJ.ectN ame/Lo cati.on:. Landside Terminal Landscape andIrrigation Maintenance	_

Contact: 0a_is_iiy_P_a9_an		Contact Phone: 	 4_o_7·_79_7-o_e,_e	_ Project Type/Description: _F_u_11_se_rv_ice_La_nd_sca_pe_m_a_in_1e_na_n_ce_1o_r_Te_rm_i_na_1s_A_&_B_a_ot_n_a_nd_o_1n_te_m_a1_ion_a_1Ai_·rp_o_r1 Dollar Amount of Contract:s1.soo.ooo.oo per year
How was the project similar to this project?   Th_is_p_ro_iec_t_is_m_u_ch_b_ig_ge_rb_u_ti_tin_i_nc_lu_de_s_co_m_p_let_e_co_n_tro_l o_f_an aspects of thelandscaping.

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	_
V.PROPOSAL FORMS	11
4876-9932-0876.S
Full Service Landscape maintenance including mowing, trimming, edging, blowing, Irrigation. tree trimming, fertilization & pest control, palm trimming, mulching, pine straw,

List of equipment used on site: _3_s_o_,_nc h_Z_TRM_o_w_e rs .t,r_ac_to_r_.2_ga_to_rs_._3_w_e_ed_e_a_te_rs_._3_e_d_ge_r_s._4_h_e_dg_e_t_n_m_m_e_rs_. chainsaws, pole saws. bucket truck, 2 c,ew trucks. 1 manager truck, 1 irrigation truck, 1 fertlpest van, and one push mower for small areas.

List of SUbcontractors used: 	e_iu_r_oc_k_, _LL_c_._G_,o_u_n_dA_ffe_ct_s_L_a_nd_s_ca_pe_M_a_in_t_en_a_n_ce_._L_Lc_._a_n_d_c_o1_o_rb_u_rstL_L_c_.-- These areallminority vendors required bycontract.

Is this a current contract? Yesx_ No Duration of contract:  F_,v_e_Y_ea rs
(Information regarding similar projects - continued)
Project Name/Location:	R_ed_T_aciol_m_m_u_n_ity_A_s_s_oci_·a_ti_o_n_. 	
  Alan Denaro	
Contact:
Contact Phone:
978-360-4278

redtailhoapresident@gmail.com
Project Type/Description: 	F_u_lsl_e_rv_ice_L_a_nd_s_ca_p_e_m_a_in_te_na_n_ce	 Dollar Amount of Contract:    $3_o_o._oo_o_.o_o_an_n_ua_l_ly 	 How was the project similar to this project? It isa very high detailproperty thathas hundreds of residents.

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	 _
Mowing, edging, trimming, blowing, mulching, tree trimming, fertilization and Pest control.

List of equipment used on site:   2_zt_r_m_o_w_ers_,3_w_e_ed_ea_t_er_s_, 3_ed_g_ers_3._b_lo_w_e_rs_._2_h_e_dg_e_t_rim_m_ers_. 1_c_re_w_tru_c k_.
1 irrigation truck, 1 iert/pest van.

y_ PROPOSAL FORMS	12
4876-9932-0876.5
List of subcontractors used: 	 No_n_e	

Is this a current contract? Yes	X  No

Duration of contract: 	 3_y_e_a_rs	

(Information regarding similar projects - continued)
Project Name/Location:.	 T_ra_d_e_p_ort_B_lv_d_L_a_nd_s_ca_p_e_M_ai_nt_e_n_an c_e			 Contact: Daisily Pagan		Contact Phone: 	 4_o_7_-7_9_7_-6_8_18		_ Project Type/Description:   F_u_ll_se_ ·r,vo_e_L_an_d_s_ca_p_e_m_a_i_nt_e_na_n_ce_T_ra_d_e_po_rt_B_lv_d_G_O AA	_
Dollar Amount of Contract: 	 $_1_20_,_oo_o_.o_o_a_n_n_ua_ll.:..y 	
How was the project similar to this project? 	H_i_g_h_p_ro_fi_le_ro_a_d_w_a_y_o_n_a_h_e_a_vi_ly_tr_a_ve_l_le_d_ro_a  d_.

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	 _
Mowing, edging, trimming, blowing, mulching, tree trimming, fertilization and Pest control.

List of equipment used on site: _3_ztr_mowers, 3 weedeaters, 3_ed_ge_rs,_3 blowers, 1_cre_w truck,	_
		
1porter truck, 1 irrigation truck, 1 manager truck, 1 gator.

List of subcontractors used: 	 B_lu_ro_c_k,_L_L_c	 _

Is this a current contract? Yes No
Duration of contract: 	 F_iv_e_Y_e_a_rs	
V. PROPOSAL FORMS	13
4876-9932-0876.5
(Information regarding similar projects - continued)
Project Name/Location: A_lt_a_m_o_nt_e_s_p_ri_ng_s_L_a_n_ds_c_a_pe_M_a_in_te_n a_n_ce 		 Contact: Andrew J. Capuano		Contact Phone: 	 4_0_7_-5_7_1_-8_8_83	_ Project Type/Description:	Landscape Maintenance Citywide
Dollar Amount of Contract: _  .$""5"""10=·-=-oo-'-'oC'-..o-'-'o'--'aC'-n=n.=;,;ua:;,;;11.._y	_ How was the project similar to this project?	High profileareas that must be maintained to the highest standards

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	 _
Mowing, edging, trimming, blowing, mulching, tree trimming, fertilization and Pest control.

List of equipment used on site: 	 _
8ztr mowers, 10 weedeaters, 10 edgers, 8 blowers, 3 ctew trucks, a manager truck

List of subcontractors used: 		0 8	_

Itshis a current contract? Yes x	No

Duration of contract: 	6_Ye_a_rs 	

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any landscape or irrigation installation or maintenance
contract within the past 5 years?  Yes		No _x 	For each such incident, please provide
the following information (attach additional sheets as needed):

Project Name/Location:.				 _ Contact:.	 Contact Phone: 		  _ Project Type/Description: 			 _ Dollar Amount of Contract: 	 _
V. PROPOSAL FORMS	14
4876-9932-0876.5
Scope of Services for Project: 	 _

Dates Serviced: 	 Reason for Termination: 		

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes _	No _x_
If yes, please describe each violation, fine, and resolution	Mowing, trimming, edging, blowing, fertilization & pest control, mulching and palm tree trimming.
What is the Proposer's current worker compensation rating? 	.8_6	

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes_ No

If yes, please describe each incident 	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes_	No L	If yes, please provide:
The names of the entities 	

The state(s) where barred or suspended 		 _ The period(s) of debarment or suspension 	 _
Also, please explain the basis for any bar or suspension:

V. PROPOSAL FORMS	15
4876-9932-0876.5
List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer's role in the action, and the status and/or resolution of the action.
None.

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer's role in the litigation, and the status and/or resolution of the litigation.
None.

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer's officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_J No   If yes, provide the following:
Identify the Case # and Tribunal:	 Describe the Nature of the Action:		

Describe the Proposer's Role in the Action and Describe the Status and/or Resolution:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer's officers or principal members, shareholders or investors executed an assignment for the benefit of creditors within the past 10 years? Yes (_J No (6) If yes, please explain:
V. PROPOSAL FORMS	16
4876-9932-0876.5

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer's officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g.,jailing to pay subcontractors or materialmen) within the past 10 years? Yes(_) No (X) If yes, please explain:

V. PROPOSAL FORMS	17
4876-9932-0876.S
IV.	AFFIDAVIT REGARDING PROPOSAL
STATE OF Florida	
COUNTY OF 	 _

Before me, the undersigned authority, appeared the affiant, E. Norman Ripper
having taken an oath, affiant, based on personal knowledge, deposes and states:
, and

I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of President	for Helping Hand Lawn Care,'LLC ("Proposer"), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer's proposal ("Proposal") provided in response to the Live Oak Lake Community Development District's ("District") request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.

The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual's Table of Contents, as well as the receipt of the following Addenda:

Addendum No.-1	dated March 15th 2024
Addendum No._2	dated March 15th 2024

Addendum No.		dated 	 _ Addendum No.	 dated 		 _
By signing below, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer has waived any right to challenge any matter
IV. AFFIDAVIT REGARDING PROPOSAL	1
4876-9932-0876.5
)
relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.

The Proposer authorizes and requests any person, firm or corporation to furnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and correct.
Dated this	'J_, 6	day of	/1,<: r v "-	, 2024.

Proposer: Helping Hand Lawn Care. LLC
By:	E. Norman Ripper 	
Title: President	., 

online
The foregoing instrument was acknowledged before me by means of physical P.re ence or 0
notarization this	day of	M,c,;. ,td\.	' 2024, by E.bier 12,ppe/ of
	 who	is	O	personally known	to	me	or	O	who	has	produced
PC. QC
as;Dd-□	not take the oath.

Notary Public S orida	,-
Print Name:	\ l .:S
Commission No.:- -'-:-- ;;-r.--...,,.	_ -=, --'--:::--;--
My Commission Expires:	oz l::.

IV,  AFFIDAVIT REGARDING PROPOSAL	2
4876-9932-0876.5
VI.	AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FOR.M MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIALAUTHOIUZED TO ADMINISTER OATHS.
Name of Proposer: Helping Hand Lawn Care, LLC

I am authorized to make this affidavit on behalf of my firm and its owner, directors, and officers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing
I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections ("Public Integrity Laws"):
Section 287.133, Florida Statutes, titled Public entity crime; denial or revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District ("Prohibited Criteria").
I understand that the Public Integrity Laws apply to the bidding documents applicable to the District's Request for Proposals for Landscape and Irrigation Maintenance Services Project ("Project") and the contract to be executed in connection with the Project.
Based on information and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)

x		Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.

The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.

Vl. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING
48i6-9932-0876.S
If this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or byattaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer's alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award oftbe contract or during the term of the contract.

E-Verify

I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida's E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security's E­ Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
I understand that, if there is a good faith belief that one of our subcontractor(s) bas knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

l. The price(s) and amount(s) of in our proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the price(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person who is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt bas been made or will be made to induce any firm or persons to refrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or other form of complementary proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any firm or person to submit a complementary or other noncompetitive proposal.
Our firm, its affiliates, subsidiaries, officers, director, and employees are not currently under investigation, by any governmental agency and have not in the last 3 years been convicted or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

I state that I and the named firm understand and acknowledge that the above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facts relating to the submission of proposals for this work.

Signature of Authorized Signatory of Proposer

Sworn before me on 3 /  5 , 2024	{)/  · c/1;1
Notary Public Signature

Notary Stamp

VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	3
4876-9932-0876.5
PROPOSAL FORM SIGNATURE PAGE
Under penalties of perjury under the laws of the State of Florida, I represent that I have authority to  sign  this  Proposal  Form  (including  Parts  I  through  IV)  on  behalf  of Helping Hand LawnCare, LLC	("Proposer") and declare tbat I have read the foregoing Proposal Form (including Parts I through IV) and that all of tbe questions are fully and completely answered, and all of tbe information provided is true and correct.
Dated this_	;::,,		 day of _f'\e....4..........:.:..r....,l::;...._"' ---'' 2024.
STATE OF	Ckr:: j
COUNTY OF	U to.,r,j e
Proposer:	 /	 By: E. Norman Ripper
Title: President
The foregoing instrument was worn to (or affirmed) and subscribed before me by means of	physical presence or	o ine nqP..ajzation this day of	/A-4.,. e,.b,	, 2024, by	Ide(	 A.if!,"( of
;,.,	 ,. ., o	is	O	personally	known	to	me	or	O	who	has	p auced
	as identification, and O jid or	did not ta¥ the oath.
Print Name ....!...::.u..--1::.-:=-:..,-:=:=,,,_ -r--:--'--=::-±-=--""<-­
Commission No.:_-=..,_.,_,_.,,...._,.....,,_. ,,,.,.-=--?''--.._
My Commission Expires:----=----'--=-=---'-='--""-

V. PROPOSAL FORMS	22
4876-9932-0876.5

Live Oak Lake COO Landscape Fee Summary
Contractor: Helping hand Lawn Care, LLC	Property: Llvo Oak Lake COD

Address: 5960 W. Jonea Ave	Address:	219 E. Livingston St.

Orlando,
Zellwood Fl 32796	Florida, 32801
Phone: 407-2.21-0593	Phone: 407-760-3699
Fax:
Contact: E. Norman Ripper	Contact: JWrlght@gmscfl.com
Email: Norm@hhlawncore.org	Email:

(Schedule C)
Troe/Shrub Fert	 BED DRESSING· Estimate mulch yds		1,000	I	1,000	I	1,000	I	1,000	I	1,000		1,000		1,000	I	1,000		I  1,000		
(Schedule E • B.)										12,600										
P r Ya/11Pncino S50 00										Mulch Yds										
PALM TRIMMING
(Schedule E • C.)PerPslm Pnce: $75 00				10,600								
3,600				10,500				
ANNUAL CHANGES -None at thtst,mo
(Schedule E ·A.)
PotAnnual Pricln11.: $2.50	
IRRIGATION MAINT.
(Schedule D)	I	3,465	I	3,465	I	3,455  I	3,466	I  3,465  I  3,456  I  3,466	I	3,465	I	3,466																				

Initials /4/
Live Oak Lake Community Development District

Addendum#1
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024
To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

Q1: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

Q2: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental lnigation Specification for Component D"

Q3: Are vendors allowed to attend the meeting on April 3rd, 2024.

A3: CDD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org. when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

04: Please provide an overall palm count broken down by palm type.

A4: It is expected that any potential bidder will inspect the property, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

Q5: Please provide an irrigation zone count.
AS: The East I West controller has 59 stations, the North I South controller has 64 stations
Q6: Please delineate areas sodded with St Augustine. Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In general, there is bahia sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

07: Please provide all mulch types used on the property and locations where each will be used.

Al: Chocolate Cypress Mulch is the preferred mulch for the property. This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property.
Q8: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK",
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECr refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent
working out of the year, including on unrelated projects?

AB: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.
Q9: On Proposal Form Part Ill - Experience, is a full list of work performed for community development districts required? Should examples listed be restricted to a certain area. time period, or sjze of project performed?
A9: The experience list should include all CDD's that the contractor has serviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

010: On Proposal Form Part Ill - Experience. please provide specific requirements for projects
"similar to this project" beyond the requirement that they also include irrigation maintenance

A10: Page 9, section 20 of the RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We understand that not every contractor will have experience with working for CDD's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

Q11: On Proposal Form Part IV- Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However, the specifications include additional requirements for turf care under Component "B" beyond fertilization including insect/disease control, Should these additional services be included in the pricing under "TURF CARE" or elsewhere?

A11: This pricing should be included in the 'TURF CARE" section on the fee summary schedule.

Q12: On Proposal Form Part IV- Pricing, a subheading on the field "TREE/SHRUB CARE" specifies "Tree/ShrubFert". However. the specifications include additional requirements for bed care under Component "C" beyond fertjljzatjon including jnsect/djsease control. Should these additional services be included in the pricing under 'TREE/SHRUB CARE" or elsewhere?

A12: This pricing should be included in the "TREE/SHRUB CARE" section.

Q13: Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additional billable services? Will these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?

A13: Yes, any i"igation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
 cJp,.3 	t:\,:;;,,J		L,.,..,"	C llJ ,c )---t-l-
s1GNATu	

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICFS
Live Oak Lake Community Development District

Addendum #2
Live Oak Lake COD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.
CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental CDD Irrigation Spec Component D" when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

DATE-:--=:)=---' -=2J l.	v ..a............l--+-) ----

ADDENDUM #2 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES

HELPING HAND LAWN CARE
"lending ahand for allyour lawn care needs "
Helping Hand Lawn Care PO Box 1704
Sorrento, Fl 32776
(407) 221-0593

Proposed Staffing Levels

Landscape and irrigation maintenance staff will include the following:

	

Jan ry	
f.cbt\l,lt'Y	
H.ar,b	
April	

May	

June	

Ju!y	
A1,1&11$t	

September	
October	

November	
Oeeem.ber	

Pf.an!BedOetailin5	
Week?y	
Wook!y	
Wct)jy	
Weae\:ly	
Weekty	
Wcel<fy	
WcC""Y	

Wcckfy	

Weddy	
Weeldy	
Weekiy	
Wee'rJ:,f	

MowJna(42X>	
2X	
2X	

4l(	

4X	sx	•x	

4l(	
sx	
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2X	
2X	

MowingPondAreasand nkS
(32)()	

2X	

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4X	
•x	

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2X	

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lrriptioo	-4X(a
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ooc•	-...,.
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"'"""'	...,.
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each
wtet1kl	
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4X(.1
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ftrtrut:tlon&Pes.tCOntrot	,x	,x	,x	IX	1X	1X	,x	1X	,x	,x	,x	,x	

Mnu:ilS	
1X			,x			
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1-Mchin			,x								
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TrlmPJlm$		..	..	..	..	,x						,x	

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Based on the above schedule of service we will staff this site the following way:

1 Operations Manager - Who will handle all quotes and reporting. (will be onsite once a month for inspections).

1 Maintenance Manager - Who is responsible for Training and supporting the onsite supervisor/Crew Leader (Will be onsite weekly/Biweekly depending on time of year for inspections and training).

1 Mowing Crew Leader - Who is responsible for all mowing, trimming, edging, blowing, and litter removal from turf areas (Will be onsite 42 weeks a year averaging two days per mowing cycle).
4 Mowing Crew Members - Who will be handling the mowing, trimming, edging, blowing, and litter removal from turf areas. (Will be onsite 42 weeks a year averaging three days per mowing cycle).

1 Detail Crew Leader - Who will be responsible for trimming trees, weed control in bed areas, litter removal in bed areas, trimming shrubs, maintaining annual beds, and mulching. (Will be onsite every week all year. They will spend between 1 and 2 days on site every week handling the detail).

2 Detail Crew Members - Who will handle trimming trees, weed control in bed areas, litter removal in bed areas, trimming shrubs, maintaining annual beds, and mulching. (Will be onsite every week all year. They will spend between 1 and 2 days on site every week handling the detail).

2 Irrigation Techs - Who will handle all wet checks and repairs (Will be onsite 1 day a week 52 weeks a year for wet checks and as needed for any repairs).

1 Fertilization & Pest Control Tech - Who will be onsite handling fertilization & pest control treatment of the turf, trees, palms and plant material (Will be onsite once a month for 1 day unless follow up is needed).

3 Palm trimming Techs - To handle all palm tree pruning (Will be onsite for two days two times a year for a total of 4 days annually).

HELPING HAND LAWN CARE
"Lending a hand for all your lawn care needs "
Helping Hand Lawn Care
PO Box 1704
Sorrento, Fl 32776
(407) 22)-0593

Current Contracts

City of Altamonte Springs City of Maitland
City of Eustis City of Clermont City of Minneola City of Mascotte City of Tavares City of Leesburg Orange County
I-Drive Improvement District RedTail Community Association Stoneybrook Hills HOA
Retreat at Wekiva HOA Sand Lake Condominiums
5 Contracts with Greater Orlando Aviation Authority covering over 2,000 acres Orlando Executive airport

HELPING HAND LAWN CARE
"lending a hand for allyour lawn care needs "
Helping Hand Lawn Care PO Box 1704
Sorrento, Fl 32776
(407) 221-0593

Approach to Services

We are a smaller company then most of the companies that handle CDD's and HOA's in Central Florida, but we have a lot of experience, and we really care about our properties and customers. We always show up on time every time and we communicate with our customers. We don't take on more work than we can handle, and we don't over work our employees. This is our basic approach that we take. We educate and train our employees and management constantly, wea re on the cutting edge of technology and we really love landscape maintenance. We believe this is all you need to know about our approach. Our references will speak for themselves. You could call anyone from any of our contract and we are fully confident that you will get a positive review from all of them.
1.  C<!-RD	CERTIFICATE OF LIABILITY INSURANCE	DATE(MM/DD/VYYY) 08/07/2023				
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER($), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.					
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).					
PRODUCER		CONTACT Christine Mccrary
NAME:			
Closson Insurance Agency, LLC		rtgN: Extl: (407) 898-2211
0	I r&Nol:	(407) 898-1850	
1201 S. Ortando Avenue		E-MAIL	CMcCrary@Clossonlnsurance.com
ADDRESS:			
Suite 200		INSURER($) AFFORDING COVERAGE	NAIC#		
\Mnter Park	FL 32789				
		INSURERA: Southern-Owners Insurance Co	10190		
INSURED		INSURER B: AUTO OWNERS INSURANCE COMPANY	18988		
Helping Hand Lawn Care LLC		INSURERC: FFVA Mutual Insurance Co.	10385		
PO Box 1704					
		INSURER 0:  Upland Specialty Insurance	16988		

SOrrento	
FL 32776-1704	INSURERE: Landmark American Insurance Company	33138		
		INSURERF:			
COVERAGES
CERTIFICATE NUMBER·	7.11 23 Master	REVISION NUMBER·

CERTIFICATE HOLDER
CANCELLATION

ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD

HELPING HAND LAWN CARE
"Lending a hand for allyour lawn care need$"
Helping Hand Lawn Care PO Box 1704
Sorrento, Fl 32776
(407) 221-0593

Financial situation

Our current financial situation is very positive. We are locally owned and operated. We have adequate capital reserves and very good credit. We have never been through a bankruptcy or had any financial hardships. Our pricing is driven by our software systems and includes all costs and overhead. If you need any further information we would be happy to provide it in a confidential setting.

SECTION c.

Live Oak Lake Community Development District
St. Cloud, FL

INTRODUCTION
Company Service Overview
Sample Reports/Schedules
PROPOSAL
Juniper Advance Mapping
OUR SERVICES
More Than Just Maintenance
QAULIFICATIONS
Certifications & Licenses
PORTFOLIO
Juniper Communities
LIVE OAK LAKE CDD BID DOCUMENTS Submitted by:
Susan Chapman King Client Relations Manager 407-717-6557

Dear Board of Directors:

Thank you for the opportunity to be a part of your landscape maintenance contract bidding process for Live Oak Lake CDD. At Juniper, we understand that each project is unique because no two clients are the same. We bring a straightforward, focused analysis to each property’s individual needs. Our commitment to quality, dependability, and industry best practices drives us forward. This commitment empowers us to meet our clients’ requirements and to serve their expanding needs as our relationship continues to grow.

Juniper has been servicing communities throughout Florida for over 20 years and our skilled teams are dedicated to your landscape initiatives. The Juniper Team has been providing landscape maintenance services to the Live Oak Lake CDD.
This experience has given us knowledge in developing our proposal to meet the needs of the community.

We look forward to the opportunity to continue working with you and to discuss the enclosed information. If you have any questions, please contact me at 407-717-6557.

Thank you,

Susan Chapman King, Client Relations Manager
Susan.Chapman@juniperlandscaping.com Junipercares.com
ROOTED IN FLORIDA
HOW IT ALL STARTED

Juniper was founded in 2001 on a small farmhouse in Fort Myers, Florida. This location now serves as our corporate headquarters, though we have had to add a few more buildings. Over 20 years ago we started with the commitment to provide the best value and an on-time project. This commitment has helped Juniper grow from a small custom landscape operation with just a few employees to multiple locations throughout Florida. A lot has changed over the last 20 years, and we pride ourselves on the technology, service, and quality we continue to provide.
Juniper was founded in Florida and all our leadership team lives in-state.

CENTRAL
WEST COAST
EAST COAST

ORLANDO OCALA BELLEVIEW WESLEY CHAPEL LAKELAND LITHIA
NAPLES
BONITA SPRINGS FORT MYERS VENICE SARASOTA BRADENTON TAMPA
FORT LAUDERDALE WEST PALM
VERO BEACH PORT ST LUCIE MELBORNE VIERA
COMPANY OVERVIEW
SERVICES & QUALIFICATIONS
Resources & Qualifications
1,800+ Team Members
Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
Certified Pest Control Operators
FNGLA Certified Horticultural Professionals
FNGLA Certified Landscape Contractors
ISA Certified Arborists
In-house Agronomist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer
CLIENT TEAM
RESOURCES

DESIGN - SUPPORT TEAM
IA Certified Irrigation Designers
Landscape Designers
Landscape Architects

BUILD - SUPPORT TEAM
State Licensed Irrigation Designers
Licensed Hunter & Rain Bird Installer
Certified Landscape Contractors

MAINTAIN - SUPPORT TEAM
Certified Horticultural Professional
State Licensed Certified Pest Control Operator
State Licensed Irrigation Contractor
ISA Certified Arborists
In-House Agronomist
 OUR CORE VALUES	
A Sense of Urgency

A Constant Communicator

Mission Over Ego

We Do What We Say

Relentless

Grow and Adapt
JUNIPER CLIENT TEAM

Division
Branch Manager
Maintenance Account Manager
Client Relations Manager

Irrigation Techs
Maintenance Crews
Horticultural Techs

Oversees the overall quality of the project, ensures contract items are completed timely and communication reports are being completed. Works with account manager on managing all tree pruning and enhancements.

Works with association manager on updating of schedules and the quality control and verification of completion of work orders. Manages all service requests related to maintenance services and manages crews to meet scheduled services.

Performs inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned into the property manager for authorization.

Performs regular inspections for shrub and lawn damaging insects such as mealybugs, aphids, spider mites, chinch bugs, sod webworms, and grubs.

Our account managers perform regular inspections for lawn damaging insects such as chinch bugs, sod webworms, and grubs. This, combined with our comprehensive irrigation and fertilization program, will keep turf areas thick and healthy.
Detailing includes trimming and pruning of all shrubbery, ornamental trees, and groundcover, removal of tree suckers, as well as the defining of bed lines and tree saucers. Our “weed first” approach ensures the spraying of pre and post emergent herbicides and pulling existing weeds is the project foreman’s priority.

Our training program equips technicians and foreman to apply fertilizer as well as identify and correct plant material problems. Our management team and technicians have specialized training and GI-BMP Certifications from the University of Florida Extension Office, enabling us to be more proactive.
Juniper’s certified technicians perform monthly inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned into the property manager for authorization.
SERVICE REPORTS & MAPS
SAMPLES

Fertilization & Pest Reports

Service Rotation Map

Irrigation Reports

Sample

At Juniper, we understand that each project is unique because no two clients are the same. We bring a straightforward, focused analysis to each property’s individual needs.
Our commitment to quality, dependability, and industry-best practices drives us forward. This commitment empowers us to meet our clients’ requirements and to serve their expanding needs as our relationship continues to grow.

PROPOSAL
CUSTOMER SERVICE

ON-SITE MANAGEMENT
People make the difference. We understand that for many residents, speaking in person with a manager is preferable. For this reason, a manager always accompanies Juniper crews & is available on-site for communication & problem-solving.

24/7 EMERGENCY SERVICES
When the unforeseen happens, we will be there when you need us. Call our dedicated number for 24/7 support.

IN-HOUSE CUSTOMER CARE TEAM
We believe that providing great customer service is key providing the best in landscape services. To that end we create department dedicated to supporting residents, account managers & field teams.

To assist owners with maintenance and irrigation concerns, Juniper offers homeowners multiple options:

Option 1:
Visit www.junipercares.com and click on “Community Service Request.” Create a ticket by following the simple prompts.
Option 2:
Email customerservice@juniperlandscaping.com, noting the concern.
Option 3:
Call Customer Service at (239) 561-5980 to speak with a representative.

JUNIPER SYNC
WORK ORDER SYSTEM
Utilize our online work order system to create & track work orders for your property. Managers & residents can easily create an account to use immediately.
Highlights
Live Dashboard/ Ticket Summary
Ticket Aging
Custom Filters
Detailed Reporting
Community Maps
Knowledge Base
Give a Gold Star

PROPOSAL
JUNIPER MAPPING

TECHNOLOGY THAT MAKES A DIFFERENCE!

Juniper Mapping uses drone imaging software to create an Orthomosaic image from hundreds and sometimes thousands of high-resolution images. This gives us the ability to evaluate the property at a deeper level, which allows us to provide our clients the following:

―	Proactively identify potential issues
―	Property specific reporting
Plant Health
Elevation
Annotation
Issues
―	Documentation of improvement

PROPOSAL
JUNIPER MAPPING

IMAGE QUALITY COMPARISON

PROPOSAL
JUNIPER MAPPING

TRACK IMPROVEMENTS SIDE-BY-SIDE

PROPOSAL
JUNIPER MAPPING
REPORTING
COMMUNITY ANNOTATION REPORT

PROPOSAL
JUNIPER MAPPING
TOOLS

Turf areas of concern

PROPOSAL
JUNIPER MAPPING
TOOLS

PROPOSAL
JUNIPER MAPPING
TOOLS
AREA TOOL

The Area & Line Tools provide the community with accurate information on demand. Line Tool provides the elevation profile of any area flown.

PROPOSAL
JUNIPER MAPPING
TOOLS

The Location Tool allows us to GPS locate/document anything in the community.
This is great for irrigation controllers, flush points, filters, valves, & shut offs.

The Count Tool makes creating an inventory of anything easy.

PROPOSAL
LANDSCAPE MAINTENANCE

JUNIPER HAS BEEN EXCEEDING INDUSTRY STANDARDS IN THE AREA OF QUALITY AND DEPENDABILITY IN FLORIDA SINCE 2001
Our landscape maintenance teams work closely with the irrigation and horticultural teams. This, combined with regular inspections from our dedicated account managers, helps ensure the job quality our clients have come to expect.

OUR SERVICES
LANDSCAPE INSTALLATION

OUR DESIGN & INSTALLATION TEAMS MAKE AN AWARD-WINNING COMBINATION!
Our teams work hard to deliver a quality project on time and on budget.
Landscape Design Firm of the Year
Best Landscape Design Custom Home
Merit Award Design Residential
Award Best Landscape Design

OUR SERVICES
LANDSCAPE IRRIGATION

STATE LICENSED IRRIGATION CONTRACTOR
What is a certified irrigation specialty contractor’s license?
An irrigation specialty contractor’s license is a certified (state-wide) specialty license developed by the Construction Industry Licensing Board to permit contractors to install, maintain, repair, alter, extend, manage, monitor, audit, or, if not prohibited by law, design irrigation systems.

Our industry experts can help guide you on the most effective way to use your water resources.
Central control management
Converting beds to drip irrigation
E/T weather-based controllers
Soil moisture sensors
Pressure regulated components
High efficiency sprinklers

OUR SERVICES
LANDSCAPE IRRIGATION

Juniper’s certified technicians perform monthly inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned in to the property manager for authorization.

	
Water Management
Repairs
Water Monitoring
Reporting
Wet Checks
Infrastructure
Pump Stations
Central Control
Residential
Commercial

OUR SERVICES
LANDSCAPE HORTICULTURE

Our training program equips technicians and foreman to apply fertilizer as well as identify and correct plant material problems. Our management team and technicians have specialized training and GI-BMP Certifications from the University of Florida Extension Office, enabling us to be more proactive.

OUR SERVICES
LANDSCAPE ARCHITECTURE

COMPLETE LANDSCAPE ARCHITECTURE & DESIGN SERVICES
Our design team can help boards with master plans for communities. Providing design hardscape features, 3D renderings of landscape plans, and complete landscape plans.

Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
ISA Certified Arborists
In-house Agronomist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer

OUR SERVICES
NURSERY & TREE FARM

We know it because we grow it!
With our over 200 acres of nursery & tree farms we can deliver custom, quality plant material to fit the individual needs of our clients. Additionally, our dedicated plant buyer travels throughout the state in search of the best plant material.

By keeping our finger on the pulse of the plant market, we can maximize value for each client.

OUR SERVICES
ARBORICULTURE

JUNIPER has multiple ISA certified Arborists that are available for everything you may need for your tree health care.
Preventive maintenance helps keep trees in good health while reducing any insect, disease, or site problems.
WHY HIRE AN ARBORIST?
Arborists specialize in the care of individual trees. They are knowledgeable about the needs of trees and are trained and equipped to provide proper care. Hiring an arborist is a decision that should not be taken lightly.
Proper tree care is an investment that can lead to substantial returns. Well cared- for trees are attractive and can add considerable value to your property.

OUR SERVICES
STORM RESPONSE

RESOURCES WHEN YOU NEED THEM MOST!
In preparation for and after a storm, Juniper has additional team members that are critical resources during storm events. They provide not only added manpower but bring with them the trucks and heavy equipment needed to handle storm clean up.

1,800+ team members statewide
17 locations throughout Florida
10,000+ gallons of onsite fuel
300+ trucks in our fleet
ISA Certified Arborists
Landscape Designers & Architects
Teams throughout Florida
Extensive supply of heavy equipment

OUR SERVICES
AWARD WINNING LANDSCAPES

EXCEEDING INDUSTRY STANDARDS!

	PINNACLE AWARDS		SAND DOLLAR AWARDS	
‒	Best Landscape Design Custom Home	‒	Best Community Feature of the Year	
‒	Award Best Landscape Design	‒	Best Landscape Design 30-50k	
‒	Merit Award Design Residential	‒	Best Landscape Design under 30k	
‒	Landscape Design Firm of the Year	‒	Best Landscape Design over 50k	

‒	AURORA AWARDS
Landscape Design/Pool Design	

‒	SUMMIT AWARDS
Best Contracting Landscape 5-8 million+	

‒	Best Custom home for “La Castille”
‒	Merit Award for Infrastructure & Landscape

QUALIFICATIONS
SAFETY & TRAINING

We hold the safety of our clients & our team members in the highest regard. We have implemented a company wide safety program that is administered through our safety coordinator & local branch managers.

Initial Hire Program
Safety rules
New hire safety orientation
Required & use of PPE
Safety Training Program
Equipment certifications
Weekly safety meetings
Daily jobsite reviews
Traffic control systems
Best practices training
Safety rewards/swag based on
safety performance
Online training tools

QUALIFICATIONS
CERTIFICATIONS & LICENSES

OUR QUALIFIED TEAM
At Juniper, many of our team members hold valuable certifications and licenses. Their years of experience, along with additional training, enables them to provide our customers with answers they can trust.

CERTIFICATIONS & LICENSES
Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
Certified Pest Control Operators
FNGLA Certified Horticultural Professional

FNGLA Certified Landscape Contractor
ISA Certified Arborist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer
Best Management Practices (BMPs)

QUALIFICATIONS
PORTFOLIO: ST. CLOUD

ADDITIONAL INFO
PORTFOLIO: OCALA

ADDITIONAL INFO
DESIGN SAMPLES

ADDITIONAL INFO
INSURANCE

SAMPLE

QUALIFICATIONS
Request for Taxpayer
(Rev. October 2018)	Identification Number and Certification	requester. Do not
Department of the Treasury Internal Revenue Service
Go to www.irs.gov/FonnW9 for instructions and the latest information.
send to the IRS.
Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
Juniper Landscaping of Florida, LLC
Business name/disregarded entity name, if different from above

C')
(J)
O>
Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to following seven boxes.	certain entities, not individuals; see
C:	Individual/sole proprietor or	0 C Corporation	0 S Corporation	0 Partnership	0 Trust/estate
II)	single-member LLC
instructions on page 3):

Exempt payee code QI any)
Q)Q.  C:0
?:;::;0
0 Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► 	p	
s _g		Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that
Q. 0	is disregarded from the owner should check the appropriate box for the tax classification of its owner.

Exemption from FATCA reporting code {ii any) 	
·Q)o	□ Other (see instructions) ►	(Applies to accounts maintained outside the U.S.)
Q. 5 Address (number, street, and apt. or suite no.) See instructions.
(I) 5880 Staley Rd
6 City, state, and ZIP code
Fort Myers, FL 33905
7 List account number(s) here (optional)

:!l:Tiill■	Taxpayer Identification Number (TIN)
Requester's name and address (optional)

I Social security number
Enter you? TIN in the app!o?ri:1te box. :h? TIN provided must match the name given on line 1 to avoid backup withholding. For 1nd1v1duals, this 1s generally your social security number (SSN). However, for a
resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.

Certification
Under penalties of perjury, I certify that:
[II] -DJ -I I I I II
Employer identification number

2  6	-  4  2  4  2  6  4  1
The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and
I am a U.S. citizen or other U.S. person (defined below); and
The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign Here

Signature of
U.S. person►

Date►
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester} who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following.
Form 1099-INT (interest earned or paid)

Cat. No. 10231X
Form 1099-DIV (dividends, including those from stocks or mutual funds)
Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)
Form 1099-S (proceeds from real estate transactions)
Form 1099-K (merchant card and third party network transactions)
Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)
Form 1099-C (canceled debt)
Form 1099-A (acquisition or abandonment of secured property)
Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.
Ifyou do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.
Form W-9 (Rev. 10-2018)

PROJECT MANUAL FOR
LANDSCAPE & IRRIGATION MAINTENANCE SERVICES

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Date of Issue: February 23rd, 2024 at 9:00 p.m.
Due Date: March 25th , 2024 at 11:00 a.m.

4876-9932-0876.5
PROJECT MANUAL TABLE OF CONTENTS

PUBLIC NOTICE
INSTRUCTIONS TO PROPOSERS
EVALUATION CRITERIA
AFFIDAVIT REGARDING PROPOSAL
PROPOSAL FORMS PROPOSAL SUMMARY SHEET
PART I – GENERAL INFORMATION PART II – PERSONNEL AND EQUIPMENT PART III – EXPERIENCE
PART IV - PRICING SIGNATURE PAGE
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION
FORM OF LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES AGREEMENT

Exhibit A – Scope of Services
Exhibit B – Landscape Maintenance Map Exhibit C – Fee Summary
Exhibit D – Form of Work Authorization

4876-9932-0876.5
I.	PUBLIC NOTICE

LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES REQUEST FOR PROPOSALS
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Notice is hereby given that the Live Oak Lake Community Development District (“District”) will accept proposals from qualified firms (“Proposers”) interested in providing landscape and irrigation maintenance services, all as more specifically set forth in the Project Manual. The Project Manual, including among other materials, contract documents, project scope and any technical specifications, will be available for public inspection and may be obtained by sending an email to jwright@gmscfl.com and csmith@gmscfl.com. In order to submit a proposal, each Proposer must
(1) be authorized to do business in Florida and hold all required state and federal licenses in good standing; and (2) have at least five (5) years of experience with landscape maintenance projects. The District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the proposal opening, and to provide notice of such changes only to those Proposers who have attended the pre-proposal meeting and registered.

Firms desiring to provide services for this project must submit a written proposal AND a PDF file on a flash-drive no later than March 25th, 2024 at 11:00 a.m. (EST) to Governmental Management Services – Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801, Attention: Clayton Smith. Proposals shall be submitted in a sealed package, shall bear the name of the Proposer on the outside of the package and shall clearly identify the project. Proposals will be publicly opened at the time and date stipulated above; those received after the time and date stipulated above may be returned un-opened to the Proposer. Any proposal not completed as specified or missing the required proposal documents may be disqualified.

Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two
(72) hours (excluding Saturdays, Sundays, and state holidays) after the day of the pre-proposal meeting. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents. Additional information and requirements regarding protests are set forth in the Project Manual and the District’s Rules of Procedure, which are available from the District Manager.

Rankings will be made based on the Evaluation Criteria contained within the Project Manual. Price will be one factor used in determining the proposal that is in the best interest of the District, but the District explicitly reserves the right to make such award to other than the lowest price proposal. The District has the right to reject any and all proposals and waive any technical errors, informalities or irregularities if it determines in its discretion it is in the best interest of the District
PUBLIC NOTICE	1
4876-9932-0876.5
to do so. Any and all questions relative to this project shall be directed in writing by e-mail only to Clayton Smith at csmith@gmscfl.com and Jarett Wright at jwright@gmscfl.com.

All proposals will be publicly opened at a meeting of the District to be held at 11:00 a.m. (EST), March 25th , 2024, at the offices of Governmental Management Services – Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801. Proposals will be publicly opened at that time and place, with Proposer names and total pricing announced at that time, provided that Proposals may be maintained on a confidential basis to the extent permitted by Florida law. No decisions of the District’s Board of Supervisors will be made at that time. A copy of the agenda for the meeting can be obtained from the District Office at 219 East Livingston Street, Orlando, Florida 32801 or by phone at 407-841-5524.
The meeting is open to the public and will be conducted in accordance with the provisions of Florida law. There may be occasions when one or more Board Supervisors or staff members will participate by telephone. At the above location will be present a speaker telephone so that any Board Supervisor or staff member can attend the meeting and be fully informed of the discussions taking place either in person or by telephone communication. The meeting may be continued in progress without additional notice to a time, date, and location stated on the record.

Any person requiring special accommodations to participate in this meeting is asked to advise the District Office at 407-841-5524, at least 48 hours before the meetings. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1- 800-955-8770 (Voice), for aid in contacting the District Office.

Live Oak Lake Community Development District Tricia Adams, District Manager

PUBLIC NOTICE	2
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INSTRUCTIONS TO PROPOSERS

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT

Landscape & Irrigation Maintenance Services
Osceola County, Florida

Instructions to Proposers

DUE DATE. Sealed proposals (“Proposals”) must be received from interested parties (“Proposer(s)”) no later than March, 25th , 2024, at 11:00 a.m. (EST), at Governmental Management Services – Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801, Attention: Clayton Smith & Jarett Wright.

Summary of Schedule. The District anticipates the following RFP schedule, though certain dates may be subject to change:

DATE/TIME	EVENT	
February 23rd , 2024	RFP Notice is issued.	
February 23rd , 2024 at 9:00 a.m.	RFP package available for pick-up or download (“Proposal Pick-Up Time”)	
February 23rd , 2024 to March 25th , 2024	Site inspections available.	
February 29th , 2024 at 10:00 a.m.	Mandatory pre-proposal meeting.	
March 13th , 2024 at 5:00 p.m.	Deadline for questions.	
March 25th ], 2024 at 11:00 a.m.	Proposals submittal deadline.	
March 25th , 2024 at 11:00 a.m.	Public meeting to open bids.	
April 3rd , 2024 at 2:30 p.m.	Board Meeting to evaluation proposals received.	

MANDATORY PRE-PROPOSAL MEETING. There will be a mandatory pre-proposal meeting beginning at 10:00 a.m. on February 29th , 2024, and located at 1408 Hamlin St, Unit E, St. Cloud, FL, 34771. Proposers who do not attend the pre-proposal meeting may be disqualified, in the District’s sole discretion.

Signature on Proposal; Corrections. Each Proposer must correctly execute all forms, affidavits, and acknowledgments for which signature and notary blocks are provided. If the proposal is made by an individual, that person’s name and business address shall be shown. If made by a partnership, the name and business address of an authorized member of the firm or partnership shall be shown. If made by a corporation, the person signing the proposal shall show the name of the State under the laws of which the corporation was chartered. In addition, the proposal shall bear the seal of the corporation. Anyone signing the proposal as agent shall file with the proposal legal evidence of his/her authority to do so. All proposals must be completed in pen and ink or type written. No erasures are permitted. If a correction is necessary, draw a single line through the entered figure and enter the corrected figure above it. Corrections must be initialed by the person signing the proposal.
INSTRUCTIONS TO PROPOSERS	1
4876-9932-0876.5
[Reserved]

Familiarity with the Project. The Proposer, by and through the submission of the Proposal, agrees that he shall be held responsible for having heretofore examined the project site, the location of all proposed work and for having satisfied himself from his own personal knowledge and experience or professional advice as to the character, conditions, and location of the site, the nature of the turf, shrubs, trees, palms, vegetation, weeds, sprinklers and irrigation systems, roads, sidewalks and paved paths, ground, surface and subsurface, and any other conditions surrounding and affecting the work, any obstruction, the nature of any existing construction, and all other physical characteristics of the job, in order that the Proposer may include in the prices which the Proposer proposes all costs pertaining to the work and thereby provide for the satisfactory landscape and irrigation maintenance thereof. The Proposer agrees to accept the site in an “as is” condition and hold its prices for the period set forth in this proposal package, regardless of any changes to the site that may occur from the time of Proposal submission and through the time of contract award and the start of any work under the contract. The Proposer, in preparing the Proposal, shall take into consideration that work by other contractors may be in progress at or near the site and that the Proposer shall not interfere with work done by such other contractors.

Familiarity with the Law. By submitting a Proposal, the Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work as well as the District’s operating rules and procedures. Ignorance on the part of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations.

PROJECT MANUAL. The “Project Manual” and any addenda thereto, will be available from the District’s Manager by sending an email to jwright@gmscfl.com beginning February 23rd , 2024 at 9:00 a.m. Proposers shall obtain a Project Manual prior to the mandatory pre-proposal meeting.

Qualifications of Proposer. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience to do the work specified herein at the sole and absolute discretion of the District. The Proposer shall submit with its Proposal satisfactory evidence of experience in similar work and show that it is fully prepared with the necessary organization, capital, and equipment to provide the required work to the satisfaction of the District.

Submission of Only One Proposal. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, if the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

Interpretations and Addenda. All questions about the meaning or intent of the Project Manual are to be directed in writing, via e-mail only, to Clayton Smith at csmith@gmscfl.com and Jarett Wright at jwright@gmscfl.com. Additionally, the District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the Proposal opening. Interpretations or clarifications considered necessary in response to questions
II. INSTRUCTIONS TO PROPOSERS	2
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or in otherwise in order to clarify the requirements of the Project Manual will be issued by Addenda to all parties. Questions received after March 13th, 2024, at 5:00 p.m. will not be answered. Answers to all questions will be provided to all Proposers by e-mail. Only questions answered by formal written Addenda will be binding. No interpretations will be given verbally. No inquiries will be accepted from subcontractors; the Proposer shall be responsible for all queries.
SUBMISSION OF PROPOSAL. Submit one (1) hard copy and one (1) digital PDF copy (flash drive required), along with other requested attachments, at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the project title and name and address of the Proposer and accompanied by the required documents. If the Proposal is sent through the mail or other delivery system, the sealed envelope shall be enclosed in a separate envelope with a notation “RESPONSE TO REQUEST FOR PROPOSALS (Live Oak Lake Community Development District – Landscape & Irrigation Maintenance) ENCLOSED” on the face of it. All costs to prepare and submit a response shall be borne by the Proposer. All proposals will be publicly opened March, 25th , 2024, at 11:00 a.m. (EST), at the offices of Governmental Management Services – Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801.
Modification and Withdrawal. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where Proposals are to be submitted at any time prior to the time and date the proposals are due. No Proposal may be withdrawn after opening for a period of ninety (90) days.
PROPOSAL FORMS. All blanks on the Proposal forms must be completed in ink or typewritten. The Proposal shall contain an acknowledgment of receipt of all Addenda. In making its Proposal, each Proposer represents that it has read and understands the Project Manual and that the Proposal is made in accordance therewith, including verification of the contents of the Project Manual against the Table of Contents. Proposer shall provide in their Proposal a complete breakdown of both unit quantities and unit costs for each separate item associated with landscaping & irrigation maintenance plan and technical specifications. The quantities and unit costs for landscaping materials shall be provided by the Proposer in accordance with the Project Manual. Failure to supply any requested information and submit fully completed forms may result in disqualification. The District reserves the right to request additional information if clarification is necessary.

Proposal Information. All Proposals should include the following information, among other things described herein:

A completed and executed Proposal Form, with all of its parts and any attachments, as well as executed copies of the Affidavit Regarding Proposal, the Sworn Statement Regarding Public Entity Crimes, and the Sworn Statement Regarding Scrutinized Companies.

A listing of the position / title and corporate responsibilities of key management or supervisory personnel (forms attached). Include resumes for each person listed, and list years of experience in present position for each party listed and years of related experience.
II. INSTRUCTIONS TO PROPOSERS	3
4876-9932-0876.5
Describe proposed staffing levels, including information on current operations, administrative, maintenance and management staffing of both a professional and technical nature, including resumes for staff at or above the project manager level.

Information related to other projects of similar size and scope for which Proposer has provided, or is currently providing, landscape and irrigation maintenance services over the past three years (forms attached), including the scope of services provided, the name of the project owner, and a contact name and phone number.

A list of the total annual dollar value of work completed for the last three (3) years.

A list of all other contracts related to the provision of services by the Proposer in which the company is presently engaged.

At least three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person. The references may, but are not required to, overlap with the projects or current contracts as listed under items E. and F.

A narrative description of the Proposer’s approach to providing the services as described in the scope of services provided herein (limited to five (5) pages).

Completed proposal pricing sheet. All responses must itemize the cost for each of the items described in the Project Manual and break out all costs, such as the number of mowings by month, dollar value by event, etc. Unit costs for mulch and annuals, including installation, should be provided but not included in the contract amount as these services shall be rendered at the discretion of the District’s Board of Supervisors. If additional services are added during the term of the contract, compensation for such services shall be based on the unit prices provided.

A current Certificate of Insurance and proof of financial capability, as specified herein.
INSURANCE. All Proposers shall include as part of their proposal a current Certificate of Insurance demonstrating the company’s ability to meet the insurance coverage requirements set forth in the attached contract form provided herein. In the event the Proposer is notified of award, it shall provide proof of the insurance coverage identifying the District, its officers, employees and agents as additional insureds, as stated in the contract form provided herein, within fifteen (15) calendar days after notification, or within such approved extended period as the District may grant. Failure to provide proof of insurance coverage shall constitute a default.

FINANCIALS. In evaluating and scoring the proposals, the District will consider the financial capability of each Proposer, and as such each Proposer should submit relevant
II. INSTRUCTIONS TO PROPOSERS	4
4876-9932-0876.5
information regarding financial capability. In the event the Proposer is notified of award, the District may in its sole discretion require that the Proposer provide sufficient proof of financial capability, including, if requested, audited financial statements from the last three years.

Basis of Award/Right to Reject. The District reserves the right to reject any and all proposals, in its sole and absolute discretion, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

CONTRACT AWARD; CHANGES. Within fifteen (15) days of receipt of the Notice of Award from the District or as otherwise extended by the District, the Proposer shall enter into and execute a contract in substantially the form included in the Project Manual. If a Proposer to whom a contract is awarded forfeits and fails to execute a contract agreement within the aforementioned timeframe, the contract award may be annulled at the District’s option. If the award is annulled, the District may, at its sole discretion, award the contract to the next highest ranked Proposer for the contract work, re-advertise, perform the work by day/temporary labor, or through in-house operations. The successful Proposer (“Contractor”) is expected to commence work on or about October 1, 2024, or on such other date as may be specified by the district in a written Notice to Proceed. The contract shall be for a specified term and, upon expiration or termination, Contractor, if requested by the District, agrees to perform the services on a month-to- month basis until either party has provided the other party written notice of its election to renew or terminate the contract. Any work performed prior to issuance of a Notice to Proceed shall be at the Proposer’s or Contractor’s risk unless specifically agreed in writing. This RFP does not guarantee that a contract will be awarded. The District reserves the exclusive right to reject any and all Proposals and to award by items, groups of items, or total proposal.

The District reserves the right to order changes in its scope of work and resulting contract. The successful proposer has the right to request an equitable price adjustment in cases where modifications to the contract under the authority of this clause result in increased costs to the Contractor. Price adjustments will be based on the prices proposed by the Contractor in response to this solicitation. Any contract resulting from this solicitation may be modified upon written and mutual consent of both parties.

Mandatory and Permissive Requirements. Notwithstanding anything else within the Project Manual, the only mandatory requirements of this Project Manual are that each Proposer must (1) be authorized to do business in Florida, (2) hold all required state and federal licenses in good standing; and (3) have at least five (5) years of experience as a landscape and irrigation maintenance contractor; and (4) attend the Mandatory Pre-Proposal Meeting. All other requirements set forth in the Project Manual shall be deemed “permissive,” in that a Proposer’s failure to meet any requirement described in mandatory terms such as “shall,” “will,” “mandatory,” or similar language does not automatically disqualify the Proposer’s Proposal, but instead in the Board’s discretion may result in the disqualification of a Proposal or alternatively may be taken into account in the evaluation and scoring of the Proposal.

INDEMNIFICATION. The successful Proposer shall fully indemnify, defend and hold harmless the District and its officers, agents, and employees from and against all claims,
II. INSTRUCTIONS TO PROPOSERS	5
4876-9932-0876.5
damages, costs and losses arising, in whole or in part, from its negligence or breach of contract, as more fully set forth in the contract form, provided herein.

Limitation of Liability. Nothing herein shall be construed as or constitute a waiver of District’s limitations on liability contained in section 768.28, Florida Statutes, or other statute or law.

Evaluation of Proposals. The proposals shall be ranked based on the criteria presented in the Evaluation Criteria sheets contained within the Project Manual. Price will be one factor used in determining the proposal that is in the District’s best interest, but the District explicitly reserves the right to make such award to other than the lowest priced proposal. The Board shall review and evaluate the Proposals in their individual discretion and make any final determination with respect to the award of a final contract that is in the best interests of the District. Proposals may be held by the District for a period not to exceed 90 days from the date of proposal opening for the purposes of reviewing the proposals and investigating the qualifications of the Proposers, prior to executing a contract agreement. During this time, all provisions of the submitted proposal must be in effect, including pricing. The District may visit the Proposer’s facilities as part of the evaluation process. The District also reserves the right to seek clarification from prospective firms on any issue in a response, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District’s best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

COLLUSION. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

Black Out Period/Cone of Silence. The black out period is defined as between the time the Request for Proposals is issued by the District and the time the Board awards the contract. During this black out period, and except as otherwise expressly authorized herein, any attempt to communicate either directly or indirectly with District staff or officials related to this solicitation for goods or services, in person, by mail, by facsimile, by telephone, by electronic mail, or by any other means of communication, will result in disqualification of their award and/or contract. This does not apply to pre-solicitation conferences, contract negotiations, or communications with staff not concerning this solicitation.

PRICING. Proposers shall submit their price information on the supplied forms with all blank spaces completed. Proposers shall also sign the required form. Each line item shall be clearly stated and cover all charges including incidental expenses, applicable taxes, insurance, overhead and profit. Proposers will not be allowed to make any substitutions in materials, quantities or frequencies during the proposal process. Proposers shall guarantee that their pricing to the District shall not increase throughout the term of the contract agreement executed.

REFERENCE TERMS. Any headings in this document are for the purposes of reference only and shall not limit or otherwise affect the meaning thereof. Any reference to gender
II. INSTRUCTIONS TO PROPOSERS	6
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shall be construed to include all genders, firms, partnerships and corporations. References in the singular shall be construed to include the plural and references in the plural shall be construed to include the singular.

Additional Terms and Conditions. No additional terms and conditions included with the proposal response shall be evaluated or considered and any and all such additional terms and conditions shall have no force and effect and are inapplicable to this proposal. If submitted either purposefully through intent or design or inadvertently appearing separately in transmitting letters, specifications, literature, price lists or warranties, it is understood and agreed the general and special conditions in this solicitation are the only conditions applicable to this proposal and the Proposer’s authorized signature affixed to the proposal attests to this.

PROTESTS. Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the map, the specifications, the evaluation criteria, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two (72) hours after the Proposal Pick-Up Time, and any protest relating to a decision regarding a contract award or rejection of proposal(s) must be filed within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after issuance of a notice of such a decision. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications, contract documents, or decision. Additional information and requirements regarding protests are set forth in the District’s Rules of Procedure, which are available from the District Manager. All protests must be filed to: District Manager, Clayton Smith at csmith@gmscfl.com and Jarett Wright at jwright@gmscfl.com.

PROTEST BOND. Any proposer who files a Notice of Protest protesting the Project Manual, a proposal rejection, or a proposal award shall post with the District at the time of filing, a protest bond payable to the District. The protest bond for protesting the Project Manual shall be in the amount of ten thousand dollars ($10,000.00). Notwithstanding the District’s operating rules, the protest bond for protesting a proposal rejection or proposal award shall be in an amount equal to ten percent (10%) of the value of the solicitation, but in no case less than ten thousand dollars ($10,000.00). Bonds shall be by a U.S. postal service money order, certified, cashier’s check or such other form of surety as the District’s Staff may approve. All bonds shall be made payable to the District. Failure to post such bond within the requested time period shall result in the protest being dismissed by the District, with the proposer afforded no relief.

If the person or firm protesting the award prevails, the bond shall be returned to the protestor; however, if, after completion of a formal protest hearing in which the District prevails, the bond shall be applied to payment of the costs and attorney fees incurred by the District relative to the protest. The entire amount of the bond shall be forfeited if the District determines that a protest was filed for a frivolous or improper purpose, including, but not limited to, the purpose of harassing, causing unnecessary delay, or causing needless cost for the District or other parties. No
II. INSTRUCTIONS TO PROPOSERS	7
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proposer shall be entitled to recover any costs of proposal preparation from the District, regardless of the outcome of any protest.

INSTRUCTIONS TO PROPOSERS	8
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EVALUATION CRITERIA

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES EVALUATION CRITERIA
Personnel & Equipment	(20 Points Possible) (	 Points Awarded)

This category addresses the following criteria: skill set and experience of key management and assigned personnel, including the project manager and other specifically trained individuals who will manage the property; present ability to manage this project; proposed staffing levels; capability of performing the work; geographic location; subcontractor listing; inventory of all equipment; etc. Skill set includes certification, technical training, and experience with similar projects. Please include resumes, certifications, etc., with proposal. Please also provide evidence of the proposer’s ability to meet deadlines and be responsive to client needs.

Experience	(20 Points Possible) (	 Points Awarded)

This category addresses past & current record and experience of the Proposer in similar projects; volume of work previously awarded to the firm; past performance in any other contracts; etc.

Understanding Scope of RFP	(15 Points Possible) (	 Points Awarded)

This category addresses the following issues: Does the proposal demonstrate an understanding of the District’s needs for the services requested? Does it provide all information as requested by the District including pricing, scheduling, staffing, etc.? Does it demonstrate clearly the ability to perform these services? Were any suggestions for “best practices” included? Does the proposal as a whole appear to be feasible, in light of the scope of work? Did the contractor use the forms provided from the Project Manual in responding to the proposal?

Financial Capacity	(5 Points Possible)	(	 Points Awarded)

This category addresses whether the Proposer has demonstrated that it has the financial resources and stability as a business entity necessary to implement and execute the work. Proposer should include proof of ability to provide insurance coverage as required by the District as well as audited financial statements, or similar information.

Price	(25 Points Possible) (	 Points Awarded)
A full twenty-five (25) points will be awarded to the Proposer submitting the lowest bid for Parts 1 – 4 (the Contract Amount). AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND
THE FOUR ANNUAL RENEWALS. All other proposers will receive a percentage of this amount
EVALUATION CRITERIA	1
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based upon a formula which divides the low bid by the proposer’s bid and is then multiplied by the number of points possible in this part of the Price evaluation.

EXAMPLE: Contractor “A” turns in a bid of $210,000 and is deemed to be low bid and will receive the full 25 points. Contractor “B” turns in a bid of $265,000. Bid “A” is divided by Bid “B” then multiplied by the number of points possible (25). (210,000/265,000) x 25 = 19.81, therefore, Contractor “B” will receive 19.81 of 25 possible points. Contractor “C” turns in a bid of
$425,000. Bid “A” is divided by Bid “C” then multiplied by the number of points possible (25). (210,000/425,000) x 25 = 12.35, therefore, Contractor “C” will receive 12.35 of 25 points.

Reasonableness of ALL Numbers  (15 Points Possible) (	 Points Awarded)

Up to fifteen (15) points will be awarded as to the reasonableness of ALL numbers, quantities & costs (including, but not limited to fertilizer quantities, mulch quantities based on Contractor’s field measurements) provided, including Parts 1, 2, 3, 4, 5 and 6, as well as unit costs from the additional schedules.

Proposer’s Total Score	(100 Points Possible) (	 Points Awarded)

Additional Information Regarding Evaluation

Once proposals are received, the District’s Board of Supervisors will review each proposal and score each based on the evaluation criteria, information provided in response to reference checks, and any other information available to the District and permitted to be used under law. The District’s award will be based on the proposal that is most advantageous to the District.

The District reserves the right to seek clarification from prospective firms on any issue in a response for the District, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District’s best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

Do not attempt to contact any District Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby District representatives will be disqualified.
It is anticipated that the District’s Board of Supervisors will meet to evaluate the proposals on April 3, 2024, at 2:30 p.m., but the District reserves the right to reschedule any such meeting.

EVALUATION CRITERIA	2
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AFFIDAVIT REGARDING PROPOSAL
STATE OF   Florida
COUNTY OF Orange	

Before me, the undersigned authority, appeared the affiant, _Dennis Smth_, and having taken an oath, affiant, based on personal knowledge, deposes and states:

I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of _Branch Manager_ for  Juniper Landscaping (“Proposer”), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer’s proposal (“Proposal”) provided in response to the Live Oak Lake Community Development District’s (“District”) request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.

The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual’s Table of Contents, as well as the receipt of the following Addenda:

Addendum No. 1	dated 3/15/24

Addendum No. 2	dated 3/15/24

Addendum No.	dated

Addendum No.	dated

By signing below, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer has waived any right to challenge any matter
AFFIDAVIT REGARDING PROPOSAL	1
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relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.

The Proposer authorizes and requests any person, firm or corporation to furnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.
Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and correct.
Dated this	9?

STATE OF	Florida
COUNTY OF Orange
day of  Yo\C.VCX"'\	, 2024.

Proposer:_Juniper Landscaping of Florida_ By:	D? Sm.dJf,
Title:_Branch Maanger	

online The foregoing instrument was acknow1?:-:d before me by, m2e0a2n4s, obf:8,O Jw.ophysic?al presencenor 0
-----?--'	who	is	D	personally	known	to	me	or	D	who	has	produced
;J..fril?t.r	113	as identificati?on, and D did or D did not take the oath.

Notary Publi?Sta!e of Flo?
CARMEN GUZMAN
MY COMMISSION# HH 425818
EXPIRES: November 25, 2027

AFFIDAVIT REGARDING PROPOSAL
4876-9932-0876.5
Print Name: ?fl'-QIY\ t)'? n

I

2
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services – Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District

FROM:
_Juniper Landscaping of Florida 
(Proposer)
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual. Proposal Form Contents:
Proposal Summary
Part I – General Information
Part II – Personnel and Equipment Part III – Experience
Part IV – Pricing Signature Page

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PROPOSAL FORM PROPOSAL SUMMARY SHEET
I,   Dennis Smith_ REPRESENTING   Juniper Landscaping of Florida   Company and/or Corporation (“Proposer”), agree to furnish the services required in the scope/specifications at the following prices:

I.	Contract Proposal Amount:	$	276,140.80 	
(Please provide an average of		
all five years of pricing)		
Annual Total, Year 1:	$  260,062.00	
Annual Total, Year 2:	$  267,864.00		
Annual Total, Year 3:	$  275,899.00		
Annual Total, Year 4:	$  284,177.00		
Annual Total, Year 5:	$	292,702.00		
II.	Proposer Information		

NAME OF PROPOSER:	  Juniper Landscaping of Florida	
ADDRESS:_285 Oak Ridge Road Orlando, Florida 32809
PHONE 270 847-7554	FAX:	_NA	 SIGNATURE:			
PRINTED NAME: Dennis Smith
TITLE:	  Branch Manager	

DATE:	  March 22, 2024_

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PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Name 	Juniper Landscaping of Florida	

Street Address 285 E. Oak Ridge Road	

P. O. Box (if any)		

City   Orlando State  Florida Zip Code 32809

Telephone 270 847-7554	 Fax no. 	

1st Contact Name	Dennis Smith  Title  Branch Manager

2nd Contact Name	Jake Rubin	 Title COO

Parent Company Name (if any)   Same as above	

Street Address 	

P. O. Box (if any)		

City 	 State 	 Zip Code 	

Telephone 	 Fax no. 	

1st Contact Name		 Title 	

2nd Contact Name		 Title 	

Company Standing:

Proposer’s Corporate Form:   Corporation	
(e.g., individual, corporation, partnership, limited liability company, etc.) In what State was the Proposer organized?   Florida	 Date 2/6/2009
Is the Proposer in good standing with that State? Yes _X   No 	

If no, please explain		

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Is the Proposer registered with the State of Florida, Division of Corporations and
authorized to do business in Florida? Yes _X   No 	
If no, please explain		

What are the Proposer’s current insurance limits?

General Liability	$  2,000,000_
Automobile Liability	$_2,000,000_ Workers Compensation $_1,000,000_ Expiration Date	_7/1/2024

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

Florida State License 26-4242641	 State of Florida Pest Control License JB311476	 Best Management Practices (BMP Certified)

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PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office, which would perform work for the District.
Street Address 285 E. Oak Ridge Road
P. O. Box (if any)		

City   Orlando  State Florida Zip Code 	32809

Telephone 	270 847-7554  Fax no. _NA	

1st Contact Name	Dennis Smith  Title   Branch Manager

2nd Contact Name	Jake Rubin	 Title  COO

Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

	1	 Supervisors, who will be onsite 2 days per week;
	2	 Technical personnel, who will be onsite _1   days per week; and
  3-5_ Laborers, who will be onsite _2   days per week. (Seasonally adjusted)

Officers and Supervisory Personnel – Please complete the pages that follow at the end of this Part regarding the Proposer’s Officers and Supervisory Personnel, and attach resumes for any individuals listed.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant fields of expertise? Yes _x   No    If yes, please provide the following information for each person (attach additional sheets if necessary):

Name:  Justin Watkins	
Position / Certifications:	Regional Agronomy Manager Pest Control Operator 
Duties / Responsibilities:  Oversees Fertilization and Disease & Pest Program	
% of Time to Be Dedicated to This Project: 	20	%
Please describe the person’s role in other projects on behalf of the Proposer:
Project Name/Location:	Twin Lakes HOA & CDD	

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Contact:	 Contact Phone: 		 Project Type/Description: 			 Duties / Responsibilities: 		 Dollar Amount of Contract: 			 Proposer’s Scope of Services for Project: 		

Dates Serviced: 	

Subcontractors – Does the Proposer intend to use any subcontractors in connection with the work? Yes 	 No _X   For each subcontractor, please provide the following information (attach additional sheets if necessary):

Subcontractor Name 	

Street Address 	

P. O. Box (if any)		

City 	 State 	 Zip Code 	

Telephone 	Fax no. 	

1st Contact Name		 Title 	

2nd Contact Name		 Title 	

Proposed Duties / Responsibilities:	

Please describe the subcontractor’s role in other projects on behalf of the Proposer: Project Name/Location:		 Contact:	 Contact Phone: 	 Project Type/Description: 		 Dollar Amount of Contract: 		 Proposer’s Scope of Services for Project: 	

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Dates Serviced: 	
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the Proposer’s personnel who will be involved with this project, and provide proof thereof to the extent permitted by law: Background check on all Managers	
E-verify all employees

Equipment – Please complete the pages that follow at the end of this Part regarding the Proposer’s Equipment that will be used in connection with this project.

V. PROPOSAL FORMS	7
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OFFICERS
PROPOSER:  Juniper Landscaping of Florida	DATE:3/22/2024
Provide the following information for key officers of the Proposer and parent company, if any.
NAME	POSITION OR TITLE	

RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	
Brandon Duke	CEO	Oversees all company operations	Ft. Myers, Florida	
Dan deMont	CRO	Oversees company sales team	Ft. Myers, Florida	
Jake Rubin	COO	Oversees operations	Tampa, Florida	
Stacie Trace	CHRO	Oversees Human Resources	Ft. Myers, Florida	

FOR PARENT COMPANY (if applicable)				
Not applicable				

				

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SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK

PROPOSER:_Juniper Landscaping of Florida	DATE: 3/22/24

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT / # OF DAYS ON-SITE
PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	
Dennis Smith	BM	Oversees all branch operations	Twin Lakes	1 day	20+ years	30+years	
Troy Tomes	AM	Oversees operations at Twin Lakes & CDD	Twin Lakes	5 days	15 years	40 years	
Josh Wilson	FOM	Manage Production & Efficiencies	Branch	1 day	3 years	10 years	
Justin Watkins	Regional Agronomy Manager	Agronomics	Branch	1 day	3 years	10 years	
Omar Garcia	Irrigation Manager	Irrigation Repair & Maintenance	Branch	1 day	6 years	15 years	

							

							

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COMPANY OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK
PROPOSER Juniper Landscaping of Florida

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	
STORAGE AND WORK SITE LOCATIONS	
1	72” John Deere Rider	All equipment designated to Twin Lakes	Stored at Facility	
1	52” Wright Stander	All equipment designated to Twin Lakes	Stored at Facility	
1	36” John Deere Stander	All equipment designated to Twin Lakes	Stored at Facility	
3	Stihl Weed Eaters	All equipment designated to Twin Lakes	Stored at Facility	
3	Stihl Edgers	All equipment designated to Twin Lakes	Stored at Facility	
3	Stihl Back Pack Blowers	All equipment designated to Twin Lakes	Stored at Facility	
2	Stihl Hedge /Trimmers	All equipment designated to Twin Lakes	Stored at Facility	
1	Back Pack Sprayer	All equipment designated to Twin Lakes	Stored at Facility	
1	Ford F-250 Crew Cab	All equipment designated to Twin Lakes	Stored at Facility	
1	16’open Landscape Utility Trailer	All equipment designated to Twin Lakes	Stored at Facility	

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PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously? Yes _X  No 	
If yes, please provide the following information for each project (attach additional sheets if necessary):

Project Name/Location:	Live Oak Lake CDD 
Contact: Dennis Smith Contact Phone: 270 847-7554	 Project Type/Description: 	

Dollar Amount of Contract:  $260,062	
Scope of Services for Project: Full service landscape maintenance contract	

Dates Serviced: 	On going	

List the Proposer’s total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:

2023 = $8,000,000	
2022 = $7,000,000	2021
2021= $6,000,000

Please provide the following information for each project that is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as well. Attach additional sheets if necessary.

Project Name/Location:	See attached reference list	     Contact:	 Contact Phone: 			 Project Type/Description: 				 Dollar Amount of Contract: 				 How was the project similar to this project? 	Yes		

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Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

List of equipment used on site: 	Similar to the CDD	

List of subcontractors used: 	None	

Is this a current contract? Yes _X   No 	

Duration of contract: 	

(Information regarding similar projects – continued)

Project Name/Location:	See attached reference list	

Contact:	 Contact Phone: 		 Project Type/Description: 			 Dollar Amount of Contract: 			 How was the project similar to this project? 	Yes	

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

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List of equipment used on site: 	Similar to CDD	

List of subcontractors used: 	None	

Is this a current contract? Yes _X   No 	

Duration of contract: 	

(Information regarding similar projects – continued)

Project Name/Location:		 Contact:	 Contact Phone: 	 Project Type/Description: 		 Dollar Amount of Contract: 		 How was the project similar to this project? 	

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

List of equipment used on site: 	

List of subcontractors used: 	

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Is this a current contract? Yes   X_ No 	
Duration of contract: 	
(Information regarding similar projects – continued)
Project Name/Location:	See attached reference list	     Contact:	 Contact Phone: 		 Project Type/Description: 			 Dollar Amount of Contract: 			 How was the project similar to this project? 		

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

List of equipment used on site: 	Similar as CDD	

List of subcontractors used: 	None	

Is this a current contract? Yes _X   No 	

Duration of contract: 	

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any landscape or irrigation installation or maintenance contract within the past 5 years? Yes   x   No     For each such incident, please provide the following information (attach additional sheets as needed):
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Please note that Juniper has a 86% retention rate; the average industry retention rate is 80-85% Project Name/Location:		 Contact:	 Contact Phone: 	 Project Type/Description: 		 Dollar Amount of Contract: 		 Scope of Services for Project: 	

Dates Serviced: 	 Reason for Termination: 	

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes 	 No _X 

If yes, please describe each violation, fine, and resolution		

What is the Proposer’s current worker compensation rating?
	1.1		Has the Proposer experienced any worker injuries resulting in a worker losing more than ten (10) working days as a result of the injury in the past five years? Yes 	 No _x		
If yes, please describe each incident

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No   X_	If yes, please provide:

The names of the entities 	

The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:
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List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

None

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.

None

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_) No (x_) If yes, provide the following:

Identify the Case #

Describe the Nature of the Action:	

Describe the Proposer’s Role in the Action and Describe the Status and/or Resolution:

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Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors executed an assignment for the benefit of creditors within the past 10 years? Yes (_) No (x_) If yes, please explain:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g., failing to pay subcontractors or materialmen) within the past 10 years? Yes (_) No (x_) If yes, please explain:

V. PROPOSAL FORMS	17
4876-9932-0876.5
PROPOSAL FORM PART IV - PRICING
NOTE: This pricing form is intended to cover pricing for the initial one-year term of the contract and any potential renewal terms. It is assumed that prices will remain the same through each of the four potential annual renewal terms unless Proposer provides otherwise in the pricing form.
Please complete the Pricing Form on the following page or, alternatively, in the Excel Pricing Form provided as part of the Project Manual package (collectively, the “Pricing Form”). The District reserves the right to reject any and all proposals, in its sole and absolute discretion, that make modifications to the Pricing Form, as it is deemed in the best interests of the District.

V. PROPOSAL FORMS	18
4876-9932-0876.5
Live Oak Lake CDD Landscape Fee Summary

Contractor: Juniper Landscaping	Property: Live Oak Lake CDD
Address: 285 E Oak Ridge Road	Address: 219 E. Livingston St.
Orlando, Florida,
Orlando, Florida 32809	32801
Phone: 270.847.7554	Phone: 407-750-3599
Fax:
Contact: Dennis W. Smith	Contact: JWright@gmscfl.com
Email: Dennis.smith@Juniperlandscaping.com	Email:

JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A) - Mowing/Detailing	
10,132	
10,132	
10,132	
11,821	
13,510	
16,887	
16,887	
16,887	
13,510	
11,821	
10,132	
10,132	
$151,983	
TURF CARE
(Schedule B)
Bahia/St Augustine Fert	
6,177	
773	
6,177	
773	
6,177	
773	
773	
773	
773	
6,177	
773	
773	
$30,892	
TREE/SHRUB CARE
(Schedule C)
Tree/Shrub Fert	
273	
273	
4,364	
1,604	
273	
2,760	
1,604	
1,604	
2,760	
273	
273	
4,364	
$20,425	
BED DRESSING - Estimate mulch yds (Schedule E - B.)
Per Yard Pricing:	$53.00					
13,250
250 /Yd						
7,950
150 /Yd		
$21,200	
PALM TRIMMING
(Schedule E - C.) Per Palm Price:
Sylvestris Palms @ $51.00 Sabal Palms @ $30.00						
2,346
46		
5,790				
2,346
46	
$10,482	
								193						
ANNUAL CHANGES - None at this time
(Schedule E - A. )
Per Annual Pricing:													
$0

$25,080	
IRRIGATION MAINT.
(Schedule D)	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090	
2,090		

TOTAL FEE PER MONTH:	
$18,672	
$13,268	
$22,763	
$16,288	
$35,300	
$24,856	
$21,354	
$27,144	
$19,133	
$20,361	
$21,218	
$19,705	
$260,062	

Flat Fee Schedule	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$21,672	$260,062	

Essential Services	$228,380	
Mowing/Detailing/Irrigation/Fert and Pest		

Extra Services	$31,682	
Annual Changes, Palm Pruning, Mulch		

Initials	 	
PROPOSAL FORM SIGNATURE PAGE

Under penalties of perjury under the laws of the State of Florida, I represent that I have authority to sign this Proposal Form (including Parts I through lV) on behalf of Juniper Landscaping of Florida ("Proposer") and declare that I have read the foregoing Proposal Form (including Parts I through IV) and that all of the questions are fully and completely answered1 and all of the infonnation provided is true and correct.
Dated this	'd 	dayof  march	, 2024.
Proposer:_Junir,er L, .nds_ aping of Florida_ By:	DQ.JUU.4., :'5nu:t7t,
Title:_Branch Manager_
STATE OF	Florida
COUNTY OF Orange
The foregoing instrument was sworn to (or affinned) and subscribed before me by means of D physical
presence or O online notarization this day of rt\Q.ct.h	, 2024, by Suc;o, o @fwll"lfl\ of
,	who	1s	O	personally	known	to	me	or	O	who	has	roduced
u)o\--.-- -,,.------,---\-C....- --,	as  identification. and O did or O did not take the oath.

PROPOSAL FORMS	22
41\76-9932-0876.5
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORJZED TO ADMINISTER OATHS.
Name of Proposer: Juniper Landscaping of Florida.	

I am authorized to make this affidavit on behalf of my finn and its owner, directors, and officers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing

I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections ("Public Integrity Laws"):
Section 287.133, Florida Statutes, titled Public entity crime; denial o.,,revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations: denial or revocation of the right to transact business with public entities; denial of eco11omic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District ("Prohibited Criteria").
I understand that the Public Integrity Laws apply to the bidding documents applicable to the District's Request for Proposals for Landscape and Irrigation Maintenance Services Project ("Project") and the contract to be executed in connection with the Project.
Based on infonnation and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
_x_ Neither the entity submitting this swor11. statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.

The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.

VI. AFFIDAVIT FOR INTEGRITY li"'i PUBLIC CONTRACTL'IG AND PURCHASING
4876-9932-0876 5
Tf this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or by attaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer's alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the tenn of the contract.

E-Verify

l. I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida's E- Verify law in order to enter into an agreement with a public employer.
Our finn is registered with and uses the United States Department of Homeland Security's E­ Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
No public employer has terminated a contract with our firm w,der Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
1 understand that, if there is a good faith belief that one of our subcontractor(s) has knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

The price(s) and amount(s) ofin our proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the price(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person who is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt has been made or will be made to induce any firm or persons to refrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or other fonn of complementary proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any finn or person to submit a complementary or other noncompetitive proposal.
Our finn, its affiliates, subsidiaries, officers, director, and employees are not currently under investigation, by any governmental agency and have not in the last 3 years been convicted or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

I state that I and the named firm understand and acknowledge that the above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facts relating to the submission of proposals for this work.

Signature of Authorized Signatory of Proposer

Notary Public Signanrre

Nota.ry Stamp

VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	3
4876-9932-0876.5
Live Oak Lake Community Development District

Addendum #1
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

01: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

02: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental Irrigation Specification for Component D"

03: Are vendors allowed to attend the meeting on April 3rd, 2024.

A3: COD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org, when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

04: Please provide an overall palm count broken down by palm type.

A4: It is expected that any potential bidder will inspect the property, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

05: Please provide an irrigation zone count.
AS: The East I West controller has 59 stations, the North I South controller has 64 stations

06: Please delineate areas sodded with St Augustine, Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In general, there is bahia sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

07: Please provide all mulch types used on the property and locations where each will be used.

A7: Chocolate Cypress Mulch is the preferred mulch for the property This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property

08: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK",
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECT' refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent working out of the year, including on unrelated projects?

AB: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.

09: On Proposal Form Part Ill - Experience, is a full list of work performed for community development districts required? Should examples listed be restricted to a certain area, time period, or size of project performed?

A9: The experience list should include all CDD's that the contractor has serviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

010: On Proposa Form Part Ill - Experience, p ease provide specific requirements for projects "similar to this project" beyond the requirement that they also include irrigation maintenance

A10: Page 9, section 20 of the RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We understand that not every contractor will have experience with working for CDD's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

011: On Proposal Form Part IV- Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However, the specifications include additional requirements for turf care under Component "B" beyond fertilization including insect/disease control. Should these additional services be included in the pricing under "TURF CARE" or elsewhere?
A11: This pricing should be included in the "TURF CARE" section on the fee summary schedule.
012: On Proposal Form Part IV- Pricing, a subheading on the field ''TREE/SHRUB CARE" specifies "Tree/Shrub Fert". However, the specifications include additional reguirements for bed care under Component "C" beyond fertilization including insect/disease control. Should these additional services be included in the pricing under "TREE/SHRUB CARE" or elsewhere?

A12: This pricing should be included in the "TREE/SHRUB CARE" section.

013: Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additional billable services? Will these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?
A13: Yes, any irrigation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
Juniper Landscaping of Florida

SIGNATURE:

DATE: 	3/22/24	

ADDENDUM #1 - RFP 2024 LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

Addendum #2
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental COD Irrigation Spec Component D" when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
		Juniper Landscaping of Florida	 SIGNATURE 
D	SJnd:?f.,

DATE:	3/22/24

ADDENDUM #2 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES

Supplemental Irrigation Maintenance Specification “Component D”

IRRIGATION

Water Application & Scheduling:
Hand water as needed to supplement natural rainfall and maintain plantings ina healthy, stress‐free condition. It is the contractor's responsibility to work with the irrigation management company to make sure that plants receive adequate water regardless of weather conditions.
It is the responsibility of the contractor to conserve water and assure that all watering rules and regulations are followed. Any penalties, fines, or citations for watering ordinance violations shall be paid by the contractor.
Irrigation shall be made by the use of the permanent irrigation systems. Hand water as needed to supplement the permanent system. Failure of the irrigation system to provide full and proper coverage shall not relieve the landscape maintenance contractor of the responsibility to provide adequate irrigation. It is the contractor's responsibility to make sure that the irrigation system is maintained and operates properly.
The contractor is responsible for the complete operation and maintenance of the irrigation systems, except as noted below. The contractor shall examine the irrigation system for damage or malfunction weekly and shall report damage or
malfunction to the owner's authorized representative in writing. If the contractor fails to report the broken or malfunctioning irrigation system components within two weeks of the breakage or malfunction, the contractor shall be responsible for all damages resulting from the broken irrigation system component.
When breakdowns or malfunctions exist, the contractor shall hand water, if necessary, to maintain all plant material in a healthy condition. If the irrigation repairs are major and will be billed as additional work (see items that qualify for additional work payments as outlined below), the labor costs for hand watering may also be submitted for payment as noted in the General Requirements section of these specifications. Do not wait for approval to begin hand watering if it is required to save the plantings.
Irrigation System Scheduled Maintenance:
Each valve zone shall be observed for signs of damage, dryness or wetness on a Monthly basis during the irrigation season. By mow crew, weed crew or Vendor project manager.
The Irrigation maintenance contractor shall maintain the irrigation system, including cleaning of filter screens yearly or more often as needed, and flushing pipes, as part of this contract.
Drip irrigation systems need periodic flushing to remove sediment. When flushing is necessary, it shall be performed as part of this contract. Dripsystems
shall be flushed at least once a year. Open ends of drip lines and run for at least 15 minutes at full flow to flush. It may be necessary to install flush outlets in order to flush the drip system.
Run‐off of water from irrigation systems into or onto streets, sidewalks, stairs, or gutters is not permitted. The contractor shall immediately shut down the irrigation system and make adjustments, repairs, or replacements as soon as possible to correct the source of the run‐off.
Irrigation Pumps and Filters should be check for operating pressure along with cleaning any filters on a weekly basis. Reports of filter cleaning should be submitted in writing.
Irrigation System Repair:

The landscape maintenance contractor shall replace or repair, at the landscape maintenance contractor's expense, any irrigation components damaged, unless due to excluded damage. Repairs shall be made within two days of the day the damage occurred. If the damage was due to excluded damage, the irrigation repairs will be paid for as additional work. The contractor shall make notification of needed repairs within two days of the day the damage occurred as noted in the General Requirements section of these specifications. Regardless of the cause of damage, the contractor shall take immediate action to prevent further damage by shutting off the damaged part of the irrigation system and commencing with hand watering as needed. As soon as possible after receiving written authorization to proceed, the contractor shall make repairs. The following items are considered to be minor repairs: damaged or clogged sprinkler heads, sprinkler nozzles, adjustment of sprinkler patterns or arcs, adjustment of sprinkler position, valve boxes (ie; raise, lower, or straighten
sprinkler head or valve box), replacement of clogged, broken, or missing barbed‐ style drip emitters, replacement or repositioning of drip distribution tubing
Any replacement of irrigation system components shall be made with materials of the same manufacturer and model as the original equipment. Substitutions of materials other than original equipment will be approved only when the original equipment has been discontinued and is no longer available for purchase at any location. The substituted equipment must be completely compatible with the original and must be approved in advance by the owner's authorized representative.
All repairs to the system shall be identical to the original installation, unless approved otherwise in advance by the owner's authorized representative. If a change to the installation will result in lower future maintenance costs, less frequent breakage, or an increase in public safety, request authorization to make the change from the owner's authorized representative.
For safety, never install sprinklers on risers above the ground level, even if the risers are flexible. Always use spring‐operated, pop‐up style, sprinkler heads. Sprinkler heads are available with pop‐up heights up to 12 inches (30 cm) above ground level. If the existing sprinklers are mounted on above‐ground risers, the replacements shall be pop‐up type sprinklers. No exceptions, ever!
If any existing sprinklers at this site are installed on risers above the ground level, submit a quote for additional work to the owner's authorized representative covering the cost of removal and replacement of these sprinklers
with new, spring‐loaded, pop‐up type, sprinklers. Submit the quote within two weeks of being awarded this contract.
The contractor shall check the entire irrigation system weekly ie: mow crew, weed crew or vendor project manager for items such as dry spots and missing or malfunctioning irrigation components. Check for leaking valves, water running across sidewalks, water standing in puddles, or any other condition which hampers the correct operation of the system or the public safety. The contractor shall carefully observe plant materials for signs of wilting, indicating a lack of water. Plants which die due to irrigation failure will be considered to have died due to the contractor's negligence and shall be replaced at the contractor's expense.
Plastic sprinkler nozzles with bad patterns shall be replaced with new nozzles of the same gallon rating and arc as part of the regular maintenance of the sprinkler system. Do not attempt to clean plastic nozzles by sticking knife blades or wire into the openings. The plastic will be scratched and the pattern will be ruined. Brass nozzles may be carefully cleaned if needed.

Reports and Schedules ‐ The contractor shall provide to the Owner the followingreports and schedules.

The Contractor shall submit to the Owner a Monthly Schedule of Work based on the Schedule of Services. The Monthly Schedule of Work shall indicate the proposeddate of services and any recommended changes to the Schedule of Services for approval by
the Owner.

Weekly Progress Reports shall be provided which clearly show the specific maintenance activities performed for each property. The weekly report shall also be used to identify any problems that may occur or extra work that may be required. The report shall also include a chemical application log as specified in Exhibit C. A sample report is provided. This report shall be submitted by 9:00 a.m. Monday morning of the week following the week of service.

Irrigation ‐ Contractor shall work with “IMC” Irrigation Management Consulting see Exhibit “B”, Contractor shall notify Owner of any site changes. Contractor shall notify the Owner of any malfunction or damage to the system. The cost of each repair will be billed per item and number of hours by the Contractor. Should it be determined that damage is caused through negligence of the Contractor, the Contractor shall pay the cost for such repair. These costs shall be paid directly by the Contractor.
Component B ‐ Supplement Water Management/Consultant

You are working with a remote management irrigation system. The information below is for your assistance.
Program Changes
If you need the current program changed at your property, we ask that you;
Call our office, 407.376.9734 or email the changes to support@imcirrigation.com
Inform us what property and zone needs to be changed, controller location
Inform us of any other special needs watering; fertilization, new seed, ornew sod.
It will only be changed by going through our office, if you change it manually on the controller without informing us of the change we won’t know and our computer will override it.
Manual Watering
If you need specific zones turned on at any time between 8am‐5pm M‐F call our office, 816.492.5100. (Advance notice would be recommended, typically the day before)
Inform us what zone needs to be turned on and for how long.
We can turn on the stations remotely, this will help you not having to go back and forth to the control box.
PIN Codes
Our controllers have Pin Codes in them, you have to put in your PIN code in order to access the box. If a controller is locked by a pin code and you do not have one or yours is not working.
Call our office 407.376.9734 or e‐mail us at support@imcirrigation.com.
We can set you up with one or we can reset yours to help you gain access.
New Sod
If you are putting down new sod on the property, we ask that you give us at least 24 hours’ notice
Inform us the zone numbers in which the sod will be laid.
Any specifications you have about the sod that we need to be aware of.
We will then set up the program through our software and run it accordingly.
System Repairs
When working on the property fixing the system, or notice something is broken. Please call our office or e‐mail us with this information.
If you need the system shut down while repairing something, please call and tell us.This helps to make sure nothing runs that could jeopardize your repair.
These efforts will help us better serve our client together. If you have any questions or concerns please feel free to contact us.

Live Oab Labe CDD
LIVEOAKCDD

Juniper
Nolte Road St. Cloud FL

CLIENT REFERENCES

Twin Lakes HOA: Belinda Wilhelmson Management -Artemis ( belindaw@artemislifestyles.com 352 455-0366
4910 Twin Lakes Blvd. St. Cloud, Florida 34772 Value $750,000 + (3 years of service)
All Common Areas and homes full- service maintenance

Village Walk at Lake Nona: Eliott Aleman, Senior Property Manager
Eliott.aleman@grandmanor.com 786 213-5696
8524 Insular Lane Orlando, Florida 32827
Value $3,000,000 + (1 year of service)
Full maintenance service of over 1400 homes and common areas

StoneyBrook West HOA: Terri Grance, LCAM
tgrace@lelandmanagement.com
407 929-5273 1201 Black Lake Blvd. Winter Garden, Florida 34787 Value $300,000 + (3 years service) Full- service maintenance of common areas

PROPOSAL
Juniper Landscaping Holdings, LLC and Subsidiaries (A Limited Liability Company)

Consolidated Balance Sheets December 31, 2022 and 2021

Assets

Current assets:
	2022	 	2021	
Cash	$	5,962,563	$	8,322,389	
Accounts and other receivables, net	22,546,107	13,315,180	
Contract assets	1,185,084	1,225,871	
Costs and estimated earnings in excess of billings			
on contracts	3,840,005	2,623,916	
Inventories	1,661,366	1,488,243	
Prepaid expenses and other current assets		1,236,701  	2,521,710 			
Total current assets	36,431,826	29,497,309	
Property and equipment, net	29,222,081	29,567,363	
Operating lease right of use asset, net	7,561,067	-	
Finance lease right of use asset, net	327,632	-	
Goodwill, net	164,473,179	167,766,065	
Tradename, net	14,041,699	14,739,715	
Note receivable	646,095	-	
Deposits	346,362	139,293	

Total assets	 $	253,049,941    $  241,709,745 

Liabilities and Members’ Equity

Current liabilities:
Accounts payable and accrued liabilities	$	16,165,013	$	10,959,069	
Current maturities of installment notes payable	3,339,770	2,228,570	
Current maturities of long-term debt	957,000	957,000	
Billings in excess of costs and estimated earnings			
on contracts	1,140,006	558,483	
Current maturities of contingent consideration	-	549,077	
Income taxes payable	3,245	97,377	
Short-term operating lease liability	844,755	-	
Short-term finance lease liability	120,629	-	
Deferred revenues		1,067,974  	1,144,847 
Total current liabilities	23,638,392	16,494,423

Line of credit	2,500,000	5,000,000	
Deferred income taxes	-	79,663	
Contingent consideration, net of current maturities	1,114,050	50,641	
Installment notes payable, net of current maturities	7,236,905	3,878,942	
Long-term debt, less current maturities and unamortized			
deferred loan costs	107,808,512	92,115,700	
Long-term operating lease liability	6,812,669	-	
Long-term finance lease liability		230,656  	-	
Total liabilities	149,341,184	117,619,369			

Commitments and contingencies (Notes 9, 10, 11, 12, 14 and 17)			
Members’ equity		103,708,757  	124,090,376 		
Total liabilities and members’ equity	 $	253,049,941   $  241,709,745 		

See notes to consolidated financial statements.
3
Juniper Landscaping Holdings, LLC and Subsidiaries (A Limited Liability Company)

Consolidated Statements of Operations
For the year ended December 31, 2022 (Successor),
for the period from December 30, 2021 through December 31, 2021 (Successor),
and the period from January 1, 2021 through December 29, 2021 (Predecessor)

Successor	Predecessor
		Period from	Period from	
	Year Ended December 31, 2022	December 30, 2021 through
December 31, 2021	January 1, 2021 through
December 29, 2021	

Contract revenues – installation and construction	
$	49,959,628	
$	121,604	
$	46,909,109	
Landscape maintenance contracts revenue	116,167,932	113,151	74,067,582	
Total revenues	166,127,560	234,755	120,976,691	

Cost of contract revenues	
37,167,331	
74,196	
32,532,463	
Cost of revenues – landscape maintenance contracts	64,029,853	62,945	43,681,254	
Total cost of revenues	101,197,184	137,141	76,213,717	

Gross profit	
64,930,376	
97,614	
44,762,974	

Operating expenses:				
Salaries and wages	13,571,708	91,899	10,392,597	
Depreciation and amortization	28,082,157	149,861	8,636,522	
General, administrative and other shop expenses	37,000,150	366,579	24,814,568	
Total operating expenses	78,654,015	608,339	43,843,687	

Operating (loss) income	
(13,723,639)	
(510,725)	
919,287	

Financial expense (income):				
Interest expense	9,468,672	41,379	2,482,400	
PPP loan forgiveness	-	-	(7,636,900)	
Total financial expense	9,468,672	41,379	(5,154,500)	

(Loss)/income before income tax				
benefit	(23,192,311)	(552,104)	6,073,787	
Income tax benefit	(63,794)	-	(22,353)	

Net (loss) income	
$	(23,128,517)	
$	(552,104)	
$	6,096,140	

See notes to consolidated financial statements.

4
Juniper Landscaping Holdings, LLC and Subsidiaries (A Limited Liability Company)

Consolidated Statements of Changes in Members' Equity For the year ended December 31, 2022 (Successor),
for the period from December 30, 2021 through December 31, 2021 (Successor),
and the period from January 1, 2021 through December 31, 2021 (Predecessor)

Balance, December 30, 2021 (successor period)	$	-	
Application of push down accounting	124,320,473	
Capital contributions	322,007	
Net loss		(552,104)	
Balance, December 31, 2021 (successor period)	$	124,090,376	
Equity based compensation	2,746,898	
Net loss		(23,128,517)	
Balance, December 31, 2022 (successor period)	 $	103,708,757 	

Balance December 31, 2020 (predecessor period)	$	15,796,299	
Net income	6,096,140	
Capital contributions	3,706,604	
Distributions		(2,535,000)	
Balance, December 29, 2021 (predecessor period)	 $	23,064,043 	
See notes to consolidated financial statements.		

5
Juniper Landscaping Holdings, LLC and Subsidiaries (A Limited Liability Company)

Consolidated Statements of Cash Flows
For the year ended December 31, 2022 (Successor),
for the period from December 30, 2021 through December 31, 2021 (Successor),
and the period from January 1, 2021 through December 29, 2021 (Predecessor)

	Successor	Predecessor		
	
Year ended December 31,
2022	Period from December 30,
2021 through
December 31,
2021	Period from January 1, 2021 through December 29,
2021	
Cash flows from operating activities:				
Net (loss) income	$	(23,128,517)	$	(552,104)	$  6,096,140	
Adjustments to reconcile net (loss) income to net cash				
provided by operating activities:				
Depreciation and amortization	28,040,220	149,861	8,636,522	
Equity based compensation expense	2,746,898	-	-	
Amortization of right of use asset operating leases	1,277,287	-	-	
Amortization of right of use asset finance leases	41,937	-	-	
Forgiveness of PPP Loan	-	-	(7,636,900)	
Accrued payment-in-kind interest on subordinated				
notes payable	-	-	479,551	
Amortization of deferred loan costs	649,812	-	80,997	
Loss on disposal of property and equipment	602,662	-	(64,083)	
Changes in the estimated fair value of				
contingent consideration	764,332	-	(189,524)	
Measurment period adjustment	2,309,046	-	-	
Deferred income taxes	(79,663)	-	(130,196)	
Changes in operating assets and liabilities:				
(Increase) decrease in:				
Accounts and other receivables, and				
contract assets	(8,318,742)	(89,608)	(1,455,420)	
Cost and estimated earnings in excess of				
billings on contracts	(1,178,899)	(8,553)	1,412,736	
Inventories	(156,947)	(4,960)	(382,498)	
Prepaid expenses	1,285,009	793,719	(468,417)	
Deposits	(207,069)	-	-	
Increase (decrease) in:				
Accounts payable and accrued liabilities	5,177,730	285,833	1,686,306	
Billings in excess of costs and earnings on contracts	581,523	10,814	(305,611)	
Deferred revenues	(76,873)	12,308	767,273	
Operating lease liabilities	(1,180,930)	-	-	
Finance lease liabilities	75,295	-	-	
Other long-term liabilities	-	-	(977,266)	
Income taxes payable	(94,132)	-	(13,521)	
Net cash provided by operating activities	9,129,979	597,310	7,536,089	

Cash flows from investing activities:				
Business acquisitions, net of cash acquired	(18,159,136)	-	(13,138,412)	
Purchases of property and equipment	(2,237,571)	-	(4,775,169)	
Acquisition of Juniper Landscaping Holdings, LLC				
net of cash acquired	-	(90,658,504)	-	
Proceeds from disposals of property and equipment	245,977	-	197,335	
Issuance of note receivable	(663,917)	-	-	
Collection on note receivable	17,822	-	-	
Net cash used in investing activities	(20,796,825)	(90,658,504)	(17,716,246)	

(Continued)

6
Juniper Landscaping Holdings, LLC and Subsidiaries (A Limited Liability Company)

Consolidated Statements of Cash Flows (Continued) For the year ended December 31, 2022 (Successor),
for the period from December 30, 2021 through December 31, 2021 (Successor),
and the period from January 1, 2021 through December 29, 2021 (Predecessor)

	Successor	Predecessor		
	
Year ended December 31,
2022	Period from December 30,
2021 through
December 31,
2021	Period from January 1, 2021 through December 29,
2021	
Cash flows from financing activities:				
Member distributions	$	-	$	-	$ (2,535,000)	
Contributions from members	-	322,007	3,706,604	
Payment of contingent consideration	(250,000)	-	(207,258)	
Proceeds from long-term debt	16,000,000	93,072,700	-	
Payments on long-term debt	(957,000)	-	(1,345,727)	
Payments of letters of credit	(5,000,000)	-	-	
Proceeds from line of credit	2,500,000	5,000,000	-	
Repayments of finance leases	(93,579)	-	-	
Payments on installment notes payable	(2,892,401)	(11,124)	(559,822)	
Net cash provided by (used in)				
financing activities	9,307,020	98,383,583	(941,203)	

Net (decrease) increase in cash	
(2,359,826)	
8,322,389	
(11,121,360)	

Cash:				
Beginning of period	8,322,389	-	13,857,563	

End of period	
$	5,962,563	
$	8,322,389	
$  2,736,203	

Supplemental schedule of cash flow information:				
Cash paid for interest	$	8,488,208	$	-	$  1,322,441	
Cash paid for income taxes	$	-	$	-	$	121,365	
Operating lease right of use assets (Adoption of ASU No.2016-02)	$	6,476,494	$	-	$	-	
Operating lease liabilities (Adoption of ASU No.2016-02)	$	6,476,494	$	-	$	-	
Finance lease right of use assets (Adoption of ASU No.2016-02)	$	172,515	$	-	$	-	
Finance lease liabilities (Adoption of ASU No.2016-02)	$	245,989	$	-	$	-	
Supplemental schedule of noncash investing				
and financing activities:				
Equity contributed by Juniper Group Acquisition, LLC				
under push down basis of accounting	$	-	$	124,320,473	$	-	
Equipment acquired under installment notes payable	$	7,361,564	$	-	$  3,400,404	
Contingent consideration related to business acquisition	$	-	$	-	$	789,241	

See notes to consolidated financial statements.

7

SECTION d.

*	S INC.

LIVE OAK LAKE CDD MAINTENANCE PROPOSAL

QUALITY IS OUR CORNERSTONE

OUR	STORY

With a family business backed by three generations, the Princes are no stranger to the construction industry. Since a young age, current Owner/President,
Ian Prince, was surrounded by the trade, working alongside his father as the Prince family built their name in landscape and construction in Central
Florida. Formerly known as Prince Land Services, Ian later renamed the company to Prince and Sons, Inc., to better capture the future family generations, namely Ian's sons, Stetson and Jagger.

As a family-oriented business, Prince and Sons is run on true southern hospitality and manners. We realize that creating loyal customers not only
requires quality service but also thoughtfuI and intentional relationships. It's what sets us apart from being average, and we are grateful for our unwavering clients.

OUR	TEAM

IANPRINCE
Owner/ President

Ian was Born in Winter Haven and has lived in Central Florida his whole life. He grew up working under his parents in the green Industryand hopes to pass thatdown to his lwo boVSone day.
Starting oul at sucha youna age, he has a lot of hands-on knowledge and that has helped him to growhiscompany to what It Is today!

ANTHONY SANDRmO
Fertilization & Pest Control Manager

Anthony has been in the landscape Industrysince movingto Central Florida In2001from Wisconsin.
Anthony has manycertifications like being
a Florida Certified Horticultural Professlonal, Florida Water Star Certified, and Certified Pest ControlOperator, amongothers.
LUCAS DEAN MARTIN
Vice President of Landscape Maintenance
For 20 yurs Lucas has been in the green Industry. After
graduating with a Horticulture/ Plant Sciences degree from the University of W,issourl he besanin golf course maintenance before transitioninginto commercial andcommunity maintenance. Lucas' experience with contractors and developers makeshiman asset ineveryaspect of the job.

JERRYROBERSON
Irrigation Manager

Since relocating from Georgia In 2001, Jerry and his wife ofover40 years have called Central Florida home. He hasextensiveirrigation education, certifications, and knowledge.
Some of his expertise and cert!Ocations are In 2-wfresystem maintenance and design, Water Siar Irrigation, pymp installation, and much more.
JAMES SMITH
Landscape Maintenance Operations Manager
After retiring from a 22-year career In the Marine Corp,James has been in the green industry as an Account and Operations Manager for the last 15 years.
Jamesand his3 kids have called Central Florida home ever since relocating from Texas.

ALLENTHOMAS
Irrigation Audit Manager

Allen has lived and worked In the Irrigation Industry hisentire career. He started working
with his grandfather's irrigation company In his youth and has since become an expert in all aspectsof irrigation. Allen Is certified In and takes exceptional pride In his knowledge of 2-wlre systems.
OUR	CORE	VALUES

Respect is not something we take lightly, and we make it a core value in how we treat both our clients and our employees. As a staff member, we never miss a chance to incentivize performance and show appreciation for hard work.

We are proud to have several employees who have been with the company for more than 20 years, as a result.

SAFETY

Managing safety in a fast-paced workplace environment should not be a one- person-job. But it can feel that way, especially if you're being asked to do more with less because of recent global events.

OUR SAFETY MANAGEMENT SOLUTION BRINGS TOGETHER:
Incident, Near Miss and Hazard Reporting & Management
Action Management & Analytics
Inspections
Meetings
A full training program at "Prince and Sons University"

AREAS	OF EXP ER TISE

,.. ,'l.
COMMERCIAL LAWN MAINTENANCE
We have been a leading commercial lawn maintenance company for 26 years and boast the ability to tackle every aspect of lawn care for a wide range of clients. Whether it's leading property management and homeowner associations, college campuses or golf courses, we understand the importance and value of a well-maintained, beautiful landscape.

BRICK PAVER$
We are one of Polk County's premier brick paver contractors. Over our 15 years of installing brick pavers, we've secured hundreds of satisfied customers. We understand outdoor living is fundamental aspect to living in Florida, which is why we offer a wide selection of tools to enhance your time outside, including pool decks, patios, fire pits, outdoor kitchens and morel

LIGHT CONSTRUCTION
Prince and Sons can provide and assist in your residential home building with clearing, backfilling, final grades and driveway cut-outs. We currently work with many of Central Florida's leading residential contractors, and also provide hauling and clearing for residential customers.

i:-+

IRRIGATION & WATER MANAGEMENT
Commercial irrigation systems are sophisticated technology that requires special certifications to install and operate. The key is to choose irrigation installation and maint,enance experts who have comprehensive knowledge and expertise. From older systems that are frequently in need of repairs and updates to the installation of the latest technology, you want a company that can handle it all.

COMMERCIALTREE CARE
Proper care of your trees is an investment that will lead to substantial returns, such as reducing air conditioning costs, controlling erosion, andshielding your property from damaging winds. Our experts help protect your trees throughout their lifespan including damage due to storms and lightning.

PROPERTY NEEDS

Maintaining a property is not just "mowing and blowing" at Prince and Sons. Our team integrates a full BMP (Best Management Practices) Program to make the property look its best. This program addresses the most important aspects of plant health.

THESE PLANT HEALTH PRACTICES INCLUDE:

The Plant Enhancement Team makes sure that all aspects of the environment are included to make recommendationsto the client to get the right plant in the right place while still providing the aesthetics that the client prefers. The long- term value of a landscape depends on how well it performs for its objectives.
Performance is often directly related to matching a site's characteristics and a client's desires with plant requirements. Therefore, the first step in selecting plants for a landscape is to conduct a site evaluation, which may consist of
studying planting site characteristics such as the amount of sun or shade, soil type, pH, soil compaction, slope, and water drainage. These characteristics will most likely differ between areas on the same property.

The Irrigation/ Water Management Team knows that the most important thing to keeping plants healthy is providing proper irrigation practices. Using proper irrigation system design, installation, management, and maintenance practices provides a multitude of benefits. These benefits include saving money, using irrigation efficiently, a healthy and more drought and pest­ resistant landscape, and protecting the state's water resources. By understanding the irrigation system, Prince and Sons can save the client money and help protect ground water supplies and water quality. Proper maintenance extends the life of an irrigation system and helps it to perform optimally. Maintenance begins with a visual observation of the system and the plants.
Brown spots, unnaturally green grass, certain types of weeds, and soggy spots are indicators of

The Fertilization/ Pest Control Team is one of the key management practices in establishing and maintaining healthy, actively growing turf grass. The desires and budget of the individual owner/ HOA often dictate the level of fertility management. Integrated Pest Management (1PM) is part of each property for Prince and Sons. This method will include reducing pest management expenses, conserving energy, and reducing the risk of exposure to people, animals, and the environment. Its main goal, however, is to reduce pesticide use by using a combination of tactics to control pests, including cultural, biological, genetic, and chemical controls.

The Maintenance Team will continuously serve your property with the same crew leaders and team to provide a clean, professional, and healthy appearance to the property that will improve the enjoyment of the residences and property values.
Mowing is an important maintenance operation. Mowing at the correct height increases turf density and root health and suppresses weeds. A dense turf impedes storm water runoff. A healthy root system ensures that water and nutrients are absorbed and not wasted. Fewer weeds mean less need for herbicides. Clean, well- kept, weed-free mulch beds and properly manicured landscape plants/ trees will be part of any maintenance plan. Seasonal color is always a nice touch.

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PRINCE AND SONS, INC.

PROJECT MANUAL FOR
LANDSCAPE & IRRIGATION MAINTENANCE SERVICES

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Date of Issue: Februaiy 23rd, 2024 at 9:00 a.m. Due Date: March 25th , 2024 at 11:00 a.m.

4876-9932-0876.5

PROJECT MANUAL TABLE OF CONTENTS

PUBLIC NOTICE
IL	INSTRUCTIONS TO PROPOSERS JII.	 EVALUATION CRITERIA
JV.	AFFIDAVlT REGARDING PROPOSAL
PROPOSAL FORMS PROPOSAL SUMMARY SHEET
PART I - GENERAL INFORMA TJON PART II - PERSONNEL AND EQUJPMENT PART III - EXPERIENCE
PART IV - PRICING
SlGNATURE PAGE
AFFIDAVIT FOR INTEGRITY IN PUBLJC CONTRACTING AND PURCHASlNG, E-VERIFY, AND NON-COLLUSJON
FORM OF LANDSCAPE AND IRRlGATlON MAlNTENANCE SERVICES AGREEMENT

Exhibit A - Scope of Services
Exhibit B - Landscape Maintenance Map
Exhibit C - Fee Summary
Exhibit D- Forin of Work Authorization

4S76-9932-08765
I.	PUBLIC NOTICE

LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES REQUEST FOR PROPOSALS
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
Osceola County, Florida

Notice is hereby given that the Live Oak Lake Community Development District ("District") will accept proposals from qualified firins ("Proposers") interested in providing landscape and irrigation maintenance services, all as more specifically set forth in the Project Manual. The Project Manual, including among other materials, contract documents, project scope and any technical specifications, will be available for public inspection and may be obtained by sending an email to jwright@gmscfl.com and csmith@gmscfl.com. In order to submit a proposal, each Proposer must
(l) be authorized to do business in Florida and hold all required state and federal licenses in good standing; and (2) have at least five (5) years of experience with landscape maintenance projects. The District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the proposal opening, and to provide notice of such changes only to those Proposers who have attended the pre-prnposa\ meeting and registered.
Finns desiring to provide services for this project must submit a wi-itten proposal AND a PDF file on a flash-drive no later than March 251h, 2024 at 11:00 a.m. (EST) to Governmental Management Services- Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801, Attention: Clayton Smith. Proposals shall be submitted in a sealed package, shall bear the name of the Proposer on the outside of the package and shall clearly identify the project. Proposals will be publicly opened at the time and date stipulated above; those received after the time and date stipulated above may be returned un-opened to the Proposer. Any proposal not completed as specified or missing the required proposal documents may be disqualified.

Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two
(72) hours (excluding Saturdays, Sundays, and state holidays) after the day of the pre-proposal meeting. The formal protest setting fo1th with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents. Additional information and rcqtiirements regarding protests are set forth in the Project Manual and the District's Rules of Procedure, which are available from the District Manager.

Rankings will be made based on the Evaluation C1iteiia contained within the Project Manual. Price will be one factor used in determining the proposal that is in the best interest of the District, but the District explicitly reserves the right to make such award to other than the lowest price proposal. The District has the right to reject any and all proposals and waive any technical errors, informalities or irregularities if it detennines in its discretion it is in the best interest of the District

PUBLIC NOTICE
4876-9932-0876,5
to do so. Any and all questions relative to this project shall be directed in writi11g by e-mail only to Clayton Smith at csmith@gmscfl.com and Jarett Wright at jwright@gmscfl.com.

All proposals will be publicly opened at a meeting oftl1e District to be held at 11:00 a.m. (EST), March 251h, 2024, at the offices of Governmental Management Services - Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801. Proposals will be publicly opened at thai time and place, with Proposer names and total pricing announced at that time, provided that Proposals may be maintained on a confidential basis to the extent permitted by Florida law. No decisions of the District's Board of Supervisors will be made at that time. A copy of the agenda for the meeting can be obtained from the District Office at 219 East Livingston Street, Orlando, Florida 32801 or by phone at 407-841-5524.
The meeting is open to the public and will be conducted in accordance with the provisions of Florida law. There may be occasions when one or more Board Supervisors or staff members will participate by telephone. At the above location will be present a speaker telephone so that any Board Supervisor or staff member can attend the meeting and be fully informed of the discussions taking place either in person or by telephone communication. The meeting may be continued in progress without additional notice to a time, date, and location stated 011 the record.

Any person requiring special accommodations to paiticipate in this meeting is asl<ed to advise the District Office at 407 841-5524, at least 48 hours before the meetings. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1"800-955-8771 ('TTY)/ I" 800-955-8770 (Voice), for aid in contacting the District Office.

Live Oak Lake Community Development District Tricia Adams, District Manage!'

PUBLIC NOTICE	2
4376-9931-0876,5
INSTRUCTIONS TO PROPOSERS

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT

Landscape & Irrigation Maintenance Services Osceola County, Florida

Instructions to Proposers

DUE DATE. Sealed proposals ("Proposals") must be received from interested parties ("Pl'oposer(s)") no later than March, 25th, 2024, at 11:00 a.m. (EST), at Governmental Management Services-Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 3280 I, Attention: Clayton Smith & Jarett Wright.

Sl1Ml\'1ARY OF SCHEDUL£. The District anticipates the following RFP schedule, though ce1tain dates may be subject to change:

DATE/rIME	EVENT	
February 21st, 2024	RFP Notice is issued.	
February 23rd, 2024 at 9:00 a.m.	RFP package available for download upon request. ("Pronosal Pick-Up Time")	
February 23rd, 2024 to
March 25th , 2024	Site is available for inspections and bidder review.	
February 29th, 2024 at 10:00 a.m.	Mandatory pre-proposal meeting.	
March 13111, 2024 at 5:00 n.m.	Deadline for ouestions.	
March 25th], 2024 at 11:00 a.m.	Proposals submittal deadline.	
March 2511o, 2024 at 11:00 a.m.	Public meetiiw: to open bids.	
Anril 3'"a , 2024 at 2:30 n.m.	Board Meeting to evaluate nronosals received.	
MANDATORY PRE-PROPOSAL MEETING. There will be a mandatory pre-proposal meeting beginning at 10:00 a.m. on February 29th, 2024, and located at 1408 Hamlin St, Unit E, St. Cloud, FL, 34771. Proposers who do not attend llie pre-proposal meeting may be disqualified, in the District's sole discretion.

SIGNATURE ON PROPOSAL; CORRECTIONS, Each Proposer must correctly execute all forms, affidavits, and acknowledgments for which signature and notary blocks are provided. If the proposal is made by an individual, that person's name and business address shall be shown. If made by a partnership, the name and business address of an authorized member of the firm or partnership shall be shown. If made by a corporation, the person signing the proposal shall show the name of the State under the laws of which the corporation was chartered. In addition, the proposal shall bear the seal of the corporation. Anyone signing the proposal as agent shall file witl1 the proposal legal evidence ofhislher authority to do so. All proposals must be completed in pen and ink or type written. No erasures are permitted. If a correction is necessary, draw a single line through the entered figure and enter the corrected figure above it. Corrections must be initialed by the person signing the proposal.

INSTRUCTIONS TO PROPOSERS
,1876-9932·0876,5
{RESERVEO]

FAMILIARITY WITH THE PROJECT. The Proposer, by and through the submission of the Proposal, agrees that he shall be held responsible for having heretofore examined the project site, the location of all proposed work and for having satisfied himself from his own personal knowledge and experience or professional advice as to the character, conditions, and location of the site, the nature of the turf, shnibs, trees, palms, vegetation, weeds, sprinklers and irrigation systems, roads, sidewalks and paved paths, ground, surface and subsurface, and any other conditions smronnding and affecting the work, any obstruction, the nature of any existing construction, and all other physical characteristics of the job, in order that the Proposer may include in the prices which the Proposer proposes al/ costs pertaining to the work and thereby provide for the satisfact01y landscape and irrigation maintenance thereof. The Proposer agrees to accept the site in an "as is" condition and hold its prices for the period set forth in this proposal package, regardless of any changes to the site that may occur from the time of Proposal submission and through the time of contract award and the start of any work under the contract. The Proposer, in preparing the Proposal, shall take into consideration that work by other contractors may be in progress at or near the site and that the Proposer shall not inte1fere with work done by such other contractors.

FAMILIARITY WITH THE LAW. By submitting a Proposal, the Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, mies and regulations that in any manner affect the work as well as the District's operating rules and procedures. Ignorance on the pait of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations.

PROJECT MANUAL. The "Project Manual" and any addenda thereto, will be available from the District's Manager by sending an email to jwright@gmscfl.com beginning February 23rd , 2024 at 9:00 a.m. Proposers shall obtain a Project Manual prior to the mandatory pre-proposal meeting.
QUALIFICATIONS OF PROPOSER. The contrnct, if awarded, will only be awarded to a responsible Proposer who is qualified by experience to do the work specified herein at the sole and absolute discretion of the District. The Proposer shall submit with its Proposal satisfactory evidence of experience in similar work and show that h is fully prepared with the necessary organization, capital, and equipment to provide the required work to the satisfaction of the District.

SlJBMISSION OF ONLY ON!!: PROPOSAL. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, if the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contrnct, or for failure to demonstrate proper licensurc and business organization.

INTERPIU.:TATIONS AND ADDENDA. All questions about the meaning or intent of the Project Manual are to be directed in writing, via e-mail only, to Clayton Smith at csmJth@gmscfl.com and Jarett Wright atjwright@gmscfl.com. Additionally, the District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the Proposal opening. Interpretations or clarifications considered necessary in response to questions
II. INSTRUCTIONS TO PROPOSERS	2
4876·9932-0376.5
or in othe1wise in order to clarify the requirements of the Project Manual will be issued by Addenda to all parties. Questions received after March 13th, 2024, at 5:00 p.m. will not be answered. Answers to all questions will be provided lo all Proposers by e-mail. Only questions answered by formal written Addenda will be binding. No interpretations will be given verbally. No inquiries will be accepted from subcontractors; the Proposer shall be responsible for all queries.

SUBMISSION OF PROPOSAL. Submit one (I) hard copy and one (1) digital PDF copy (flash drive required), along with othel' requested attachments, at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the project title and name and address of the Proposer and accompanied by the required documents. If the Proposal is sent through the mail or other delivery system, the sealed envelope shall be enclosed in a separate envelope with a 110tation "RESPONSE TO REQUEST FOR PROPOSALS (Live Oak Lake Community Development District- Landscape & Irrigation Maintenance) ENCLOSED" on the face of it. All costs to prepare and submit a response shall be borne by the Proposer. All proposals will be publicly opened March, 25th, 2024, at 11:00 a.m. (EST), at the offices of Governmental Management Services- Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801.

MODIFICATION AND WITHDRAWAL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where Proposals are to be submitted at any time prior to the time and date the proposals are due. No Proposal may be withdrawn after opening for a period of ninety (90) days.
PROPOSAL FORMS. Ail blanks on the Proposal forms must be completed in ink or typewritten. The Proposal shall contain an acknowledgment of receipt of all Addenda. In making its Proposal, each Proposer t·epresents that it has read and understands the Project Manual and that the Proposal is made in accordance therewith, including verification of the contents of the Project Manual against the Table of Contents. Proposer shall provide in their Proposal a complete breakdown of both unit quantities and unit costs for each separate item associated with landscaping & irrigation maintenance plan and technical specifications. The quantities and unit costs for landscaping materials shall be provided by the Proposer in accordance with the Project Manual. Failure to supply any requested information and submit fully completed forms may result in disqualification. The District reserves the right to request additional information if clarification is necessary.

PROPOSAL INFORMATlON. All Proposals should include the following information, among other things described herein:

A completed and executed Proposal Form, with all of its pmts and any attachments, as well as executed copies of the Affidavit Regarding Proposal, the Sworn Statement Regarding Public Entity Crimes, and the Sworn Statement Regarding Scrutinized Companies.

A listing of the position/ title and corporate responsibilities of key management or supervisory personnel (forms attached). Include resumes for each person listed, and list years of experience in present position for each party listed and years of related experience.

INSTRUCTJONS TO PROPOSERS	J
4876-9932·0876.5

Describe proposed staffing levels, including information on current operations, administrative, maintenance and management staffing of both a professional and technical nature, including resumes for staff at or above the project manager level.

Information related to other projects of similar size and scope for which Proposer has provided, or is cunently providing, landscape and irrigation maintenance services over the past three years (forms attached), inch1ding the scope of services provided, the name of the project owner, and a contact name and phone number.

A list of the total annual dollar value of work completed for the last three (3) years.

A list of all other contracts related to the provision of services by the Proposer in which the company is presently engaged.

At least three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person. The references may, but are not required to, overlap with the projects or current contracts as listed under items E. and F.
A narralive description of the Proposer's approach to providing 1he services as described in the scope of services provided herein (limited to five (5) pages).
Completed proposal pricing sheet. All responses must itemize the cost for each of the items described in the Project Manual and break out all costs, such as the number ofmowings by month, dollar value by event, etc. Unit costs for mulch and annuals, including installation, should be provided but not included in the contract amount as these services shall be rendered at the discretion of the District's Board of Supervisors. If additional services are added during the term of the contract, compensation for such services shall be based on the unit prices provided.

A current Ceriificate of Insurance and proof of financial capability, as specified herein.
INSURANCE. All Proposers shall include as part of their proposal a current Certificate of Insurance demonstrating the company's ability to meet the insmance coverage requirements set fo1ih in the attached contract form provided herein. In the event the Proposer is notified of award, it shall prnvide proof of the insurance coverage identifying the District, its officers, employees and agents as additional insureds, as stated in the contract form provided hereln, within fifteen (15) calendar days after notification, or within such approved extended period as the District may grant. Failure to provide proof of insurance coverage shall constitute a default.

.17.	FINANCIALS, In evaluating and scoring the proposals, the District will consider the financial capability of each Proposer, and as such each Proposer should submit relevant
II. INSTRUCTIONS TO PROPOSERS	4
4876-9932-0876.S
information regarding financial capability. In the event the Proposer is notified of award, the District may in its sole discretion require that the Proposer provide sufficient proof of financial capability, including, ifrequested, audited financial statements from the last three years.

BASIS Of AWARD/RIGIIT TO REJECT. The District reserves the right to reject any and all proposals, in its sole and absolute discretion, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.
CONTRACT AWARD; CHANGES. Within fifieen (15) days of receipt of the Notice of Award from the District or as otherwise extended by the District, the Proposer shall enter into and execute a contract in substantially the form included in the Project Manual. If a Proposer to whom a contract is awarded forfeits and fails to execute a contract agreement within the aforementioned timeframe, the contract award may be annulled at the District's option. If the award is annulled, the District may, at its sole discretion, award the contract to the next highest ranked Proposer for the contract work, re-adve11ise, pe1form the work by day/temporary labor, or through in-house operations. The successful Proposer ("Contractor") is expected to commence work on or about October 1, 2024, or on such other date as may be specified by the district in a written Notice to Proceed. The contract shall be for a specified term and, upon expiration or termination, Contractor, if requested by the District, agrees to perform the services on a rnonth-to­ monih basis until either party has provided the other party writte11 notice of its election to renew or terminate the contract. Any work performed prior to issuance of a Notice to Proceed shall be at the Proposer's ol' Contractor's risk unless specifically agreed in writing. 11lis RFP does not guarantee that a contract will be awarded. The District reserves the exclusive right to reject any and all Proposals and to award by ite1ns, groups of items, or total proposal.

The District reserves the right to order changes in its scope of work and resulting contract. The successful proposer has the right to request an equitable price adjustment in cases where modifications to the contract under the authority of this clause result in increased costs to the Contractor. Price adjustments will be based on the prices proposed by the Contractor in response to this solicitation. Any contract resulting from this solicitation may be modified upon written and mutual consent of both parties.

MANDATORY AND PERMISSIVE REQl!IREl"1ENTS. Notwithstanding anything else within the Project Manual, the only 1nandatory requirements of this Project Manual are that each Proposer must (l) be authorized to do business in Florida, (2) hold all required state and federal licenses in good standing; and (3) have at least five (5) years of experience as a landscape a11d irrigation maintenance contractor; and (4) attend the Mandatory Pre-Proposal Meeting. All other requirements set forth in the Project Manual shall be deemed "permissive," in that a Proposer's failure to meet any requirement described in mandatory terms such as "shall,""will,""mandatory," or similar language does not automatically disqualify the Proposer's Proposal, but instead in the Board's discretion may result in the disqualification of a Proposal or alternatively may be taken into account in the evaluation and scoring oflhe Proposal.

INDEMNIFWATlON. The successful Proposer shall fully i11demnify, defend and hold harmless the Dislrict and its officers, agents, and employees from and against all claims,
II.  INS11WCT!ONS TO PROPOSE.RS	5
.J876-9932-0876 5
damages, costs and losses arising, in whole or in pm1, from its negligence or breacl1 of contract, as more folly set forth in the contract form, provided herein.

LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of District's limitations on liability contained in section 768.28, Florida Sralutes, or other statute or law.

EVALUATJON Oli PROPOSALS. The proposals shall be ranked based on the criteria presented in the Evaluation Criteria sheets contained within the Project Manual. Price will be one factor used in determining the proposal that is in the District's best interest, but the District explicitly reserves the right to make such award to other than the lowest priced proposal. The Board shall review and evaluate the Proposals in their individual discretion and make any final determination with respect to the award of a final contract that is in the best interests of the District. Proposals may be held by the District for a period not to exceed 90 days from the date of proposal opening for the purposes of reviewing the proposals and investigating the qualifications of the Proposers, prior to executing a contract agreement. During lhis time, all provisions of the submitted proposal must be in effect, inclttding pricing. The District may visit the Proposer's facilities as part of the evaluation process. The District also reserves the right to seek clarification from prospective firms 011 any issue in a response, invite specific fi1ms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District's best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

COLLUSION, Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

BLACK OUT PERIOD/CONE OF SILENCE, The black out period is defined as between the time the Request for Proposals is issued by the District and the time the Board awards the contract. During this black out period, and except as otherwise expressly authorized herein, any attempt to communicate either directly or indirectly with District staff or officials related to this solicitation for goods or services, in person, by mail, by facsimile, by telephone, by electronic mail, or by any other means ofcommunication, will result in disqualification of their award and/or contract. This does not apply to pre-solicitation conferences, contract negotiations, or communications with staff not concerning this solicitation.

PRICING. Proposers shall submit their price information on the supplied forms with all blank spaces completed. Proposers shall also sign the required form. Each line item shall be clearly stated and cover all chal'ges including incidental expenses, applicable taxes, insurance, overhead and profit. Proposers will not be allowed to make any substitutions in materials, quantities or frequencies during the proposal process. Proposers shall guarantee that their pricing to the District shall not increase throughout the term of the contract agreement execL1tcd.

REl'ERENCE TERMS. Any headings in this document are for the purposes of reference only and shall not limit or otherwise affect the meaning thereof. Any reference to gender
II. INS1'RUCTJONS TO PROPOSERS	6
4876-9932-0876 5
shall be constrned to include all genders, firms, paitnerships and corporations. References in the singular shall be construed to include the plural and references in the plural shall be construed to include the singular.

ADDITIONAL TERMS AND CONDITIONS. No additional terms and conditions included with the proposal response shall be evaluated or considered and any and all such additional terms and conditions shall have no force and effect and are inapplicable to this proposal. If submitted either purposefully through intent or design or inadvertently appearing separately in transmitting letters, specifications, literature, price lists or warranties, it is understood and agreed the general and special conditions in this solicitation are the only conditions applicable to this proposal and the Proposer's authorized signature affixed to the proposal attests to this.

. 29, PROTESTS. Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the map, the specifications, the evaluation criteria, the evaluation process established in the Project Manual, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two (72) hours after the Proposal Pick-Up Time, and any protest relating to a decision regarding a contract award or r jection ofproposal(s) must be filed within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after issuance of a notice of such a decision. The formal protest setting forth with paiticularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications, contract documents, or decision. Additional information and requirements regarding protests are set forth in the District's Rules of Procedure, which are available from the Dish·ict Manager. All protests must be filed to: District Manager, Clayton Smith at csmith@gmscfl.com and Jarett Wright atjwright@gmscfl.com.

30.  PROTEST BOND. Any proposer who files a Notice of Protest protesting the Project Manual, a proposal rejection, or a proposal award shall post with the District at the time of filing, a protest bond payable to the District The protest bond for protesting the Project Manual shall be in the amount of ten thousand dollars ($l0,000.00). Notwithstanding the District's operating rules, the protest bond for protesting a proposal rejection or proposal award shall be in an amount equal to ten percent (10%) of the value of the solicitation, but in no case less than ten thousand dollars ($10,000.00). Bonds shall be by a U.S. postal service money order, certified, cashier's check or such other form of surety as the District's Staff may approve. All bonds shall be made payable to the District. Failure to post such bond within the requested time period shall result in the protest being dismissed by the District, with the proposer afforded no relief.

If the person or firm protesting the award prevails, the bond shall be returned to the prolestor; howevei·, if, after completion ofa formal protest hearing in which the District prevails, the bond shall be applied to payment of the costs and attorney fees inct1ncd by the District relative to the protest. The entire amount of the bond shall he forfeited if the District determines that a protest was filed for a frivolous or improper purpose, including, but not Iimited to, the purpose of harassing, causing unnecessary delay, or causing needless cost for the District or other parties. No
II. INSTRUCTIONS TO PROPOSERS	7
4876a99J2"0876.5
proposer shall be entitled to recover any costs of proposal preparation from the District, regardless ofihe outcome of any protest.

II. INSTRUCTIONS TO PROPOSERS	8
4S76-9932-0876.S
EVALUATION CRITERIA

LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

EVALUATION CRITERIA

I.	£.e.nmunel & Equipme1U	(20 Points Possible)  L_	Points Awarded)
This category addresses the following criteria: skill set and experience of key management and assigned pe!'sonnel, including the project manager and othe1· specifically trained individuals who will manage the prope1ty; present ability to manage this project; proposed staffing levels; capability of pe1forming the work; geographic location; subcontractor listing; inventory of al! equipme11t; etc, Skill set i11cludes ce1tification, technical training, and experience with similar projects. Please include resumes, ce11iftcations, etc., with proposal. Please also provide evidence of the proposer's ability to meet deadlines and be responsive to client needs.

Experience	(20 Points Possible) L		Points Awarded)
This category addresses past & current record and experience of the Proposer in similar projects; volume of work previously awarded to the firm; past petfonnance in any other contracts; etc.

IJnderstanding Scope ofRFP	(15 Points Possible)  L		Points Awarded)
This category addresses the following issues: Does the proposal demonstrate an understanding of the District's needs for the services requested? Does it provide all information as requested by the District including pricing, scheduling, staffing, etc.? Does it demonstrate clearly the ability to perform these sel'Vices? Were any suggestions for "best practices" included? Does the proposal as a whole appear to be feasible, in light of the scope of work? Did the contractor use tl1e forms provided from the Project Manual in responding to the proposal?
Financial Capacity	(5 Points Possible)	L_	Points Awarded)
This category addresses whether the Proposer has demonstrated that it has the financial resources and stability as a business entity necessary to implement and execute the work. Proposer should include proof of ability to provide insurance coverage as required by the District as well as audited financial statements, or similar information.

Price	(25 Points Possible) L_	Points Awarded)
A full twenty-five (25) points will be awarded to the Proposer submitting the lowest bid for Patts I - 4 (the Contract Amount). AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDfNG POINTS FOR PRICING- THE INfTIAL TERM AND
THE FOUR ANNUAL RENEWALS. All other proposers will receive a percentage of this amOLmt

Ill. EVALUATION CRITERIA
4&76-9932-0876 5
based upon a formula which divides the low bid by the proposer's bid and is then multiplied by the m1rnbcr of points possible in this part of the Price evaluation.

EXAMPLE: Contractor "A" turns in a bid of $210,000 and is deemed to be low bid and wi!l receive the foll 25 points. Contractor "B" turns in a bid of$265,000. Bid "A" is divided by Bid "B" then multiplied by the number of points possible (25). (210,000/265,000) x 25 = 19.81, therefore, Contractor "B" will receive I9.81 of25 possible points. Contractor "C" turns in a bid of
$425,000. Bid "A" is divided by Bid "C" then multiplied by the number of points possible (25). (210,000/425,000) x 25 = 12.35, therefore, Contractor "C" will receive 12.35 of25 points.

Reasonableness of ALL Numbers  (15 Points Possible)  L		Points Awarded)

Up to fifteen ([5) points will be awarded as to the reasonableness of ALL numbers, quantities & costs {Including, but not limited to fertilizer quantities, mulch quantities based on Contractor's field measurements) provided, including Parts l, 2, 3, 4, 5 and 6, as well as unit costs from the additional schedules.

Proposer's Total S ore	(100 Points Possible) L		Points Awarded)

Additional Information Regarding Evalµ tion

Once proposals are received, the District's Board of Supervisors will review each proposal and score each based on the evaluation criteria, information provided in response to reference checks, and any other information available to the District and permitted to be used under law. The District's award will be based on the proposal that is most advantageous to the District.

The District reserves the right to seek clarification from prospective firms on any issue in a response for the District, invite specific firms for site visits or oral presentations, or take any action it feels necessa1y to properly evaluate the submissions and construct a solution in the District's best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

Do not attempt to contact any District Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby District representatives will be disqualified.

It is anticipated that the District's Board of Supervisors will meet to evaluate the proposals on April 3, 2024, at 2:30 p.m., but the District reserves the right to reschedule any such meeting.

[II. EVALUATION CRITERIA	2
4876a9931-<l&76.5
AFFIDAVIT REGARDING l'RO!'Oi,_AL STATE OF 		
COUNTY OF 	_

Before me, the undersigned authority, appeared the affiant, 	, and having taken an oath, affiant, based on personal knowledge, deposes and states:
I,	l am over eighteen (18) years of age and compete11t to testify as to the matters contained herein. I serve in the capacity of 	 for 	 ("Proposer"), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.
l assisted with the preparation of, and have reviewed, the Proposer's proposal ("Proposal") provided in response to the Live Oak Lake Community Development District's ("District") request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.
I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.
The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.
The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual's Table of Contents, as well as the receipt of the following Addenda:
Addendui-n No., '"i	dated.  3/15/24

Addendum No.	2	dated	3/15/24

Addendum No.	dated 	_

Addendum No.	dated 	_

By signing below, the Proposer acknowledges that (i) the Proposer has read, t1nderstood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed lo the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procureme11t rights will be afforded to the Pl'oposer; and (v) the Proposer has waived any right lo challenge any matter

IV. AFFIDAVIT REGARDING PROPOSAL
4876-9932-0876 5
relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Prnject Manual.

The Proposer authorizes and requests any person, firm or corporation to fornish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

Under penalties of pe1jury under the laws of the State of Florida, I declare that I have read
the forego;ng t  ;ng Prnposal and that tl,e forego;ng ;s true and correct.
Dated	day of	Nb(cl----	, 2024.

STATE OF	H.o,u /\
COUNTY OF _'.:\P  Lee"- ---
PrnposerYr'inc.e arvJ	Soos
By: l M:.rt,>'"\
Title:_Y V I-'	

The foregoing instrur ent was ackn9wle'}ged beforn me by means of	physical presence or D online notarization this		day of		==		----' 2024, by Lu;UI\ LJAJin	of who	is	personally	known	to	me. or	D		who	has	produced
-	as identification, and O did or O did not take the oath.
 &t=-	-
Public, State of Florida
eme:	4,.,		_
Commission No.:
My Commission Ex:pir				r- Q1i

,

AFFIDAVIT REGARDING PROPOSAL	2
4876-993:2-0876,5
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITfED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Manageme11t Services -- Central FINida, LLC, on or before March 25, 2024 at 11:OOam (EST)
TO	Uve Oak Lake Community Development District FROM:		PRINCE AND SONS, INC.
(Proposer)

In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual.
Proposal Form Contents:
Proposal Summary
Part I - General Information
Part II - Personnel and Equipment Patt Ill - Experience
Pait IV - Pricing Signature Page

V, PROPOSAL FORMS
4876·9932-0876 5
PROPOSAL FORM PROPOSAL SUMMARY SHEET

I,	LUCASMARTIN	REPRESENTING	PRINCEANDSONS  INC.
Company and/or Corporation ("Proposer"), agree to furnish the services required in the scope/specifications at the following prices:

I.	Contract Proposal Amount:	$ 289,605.6	
	(Please provide an average of all five years of pricing)		
	Annual Total, Year 1:	$ 272,988	

Annual Total, Year 2: Annual Total, Year 3: Annual Total, Year 4: Annual Total, Year 5:
$ 1,172

$  289,200	

$	297,876

$	306,792

ll.	Proposer Information
NAME OF PROPOSER:	PRINCE AND SONS	 ADDRESS·. 14645 BOGGY CREEK RD./ ORLANDO, FL32824
PHONE:	(863) 422-5207	FAX, 	 SIGNATURE, 		 o//J,;,t
PRINTED NAME:	LUCAS MARTIN

TITLE,

DATE:
 VICE PRESIDENT	

 3/22/2024	

V. PROPOSAL FORMS	2
4876-99J2-0R76 5
PROPOSAL FORM
PART 1- GENERAL INFORMATION

Proposer General Information:

P1oposer Name		PRINCE AND SONS, INC. Street Address	200 SOUTH F ST.
P.O. Box(ifany)		

City	HAINES CITY

Telephone	(863) 422-5207
State	FL	Zip Code 3 3 8• • ---

Fax no. 	_

I st Contact Name 2nd Contact Name
LUCAS MARTIN	Title VICE PRESIDENT

JAMES SMITH	Title OPERATIONS MANAGER
Parent Company Name (if any) 	 N_A	
Street Address 	

P. 0. Box (if any)				 City 		State 	Zip Code 		
Telephone 	 Fax no. 	_

l st Contact Name		Title 	

2nd Contact Name

Company Standing:
----	--Title 	

Proposer's Corporate Form:- ----	=	­
(e.g., individual, corporatlon, paitnership, limited liability company, etc.)

In what State was the Proposer organized?	FLORIDA

Ts the Proposer in good standing with that State? Yes K_ No_
Date	3/20/2024

If no, please explain 	
V. PROPOSAL FORMS	3
<IS76"99J2.0876.5

Is the Proposei· registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes _X	No

[fno, please explain 	

What are the Propose,·'s current insurance limits?

General Liability Automobile Liability Wo1-kers Compensation Expiration Date
$ 21000,000/ $51000,000 UMBRELLA
$  1,000,000
$  1,000,000
GL & AUTO- 8/1/2024 WORKERS COMP- 8/1/2024
Licemmre •- Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
ALL 1N GOOD S'fANDING: IRRIGATION, APPLICATOR, BMP

V. PROPOSAL FORMS	4
876-9932-0 76 5
PROPOSAL FORM
PART II - PERSONNEL AND EQUIPMENT

Lisi the location of the Proposer's office, which would pmform work.for the District.
Street Address	14645 BOGGY CREEK RD

P. 0. Box(ifany)		
City	ORLANDO	State	FL	Zip Code 	3_28_24 	_

Telephone  (863) 422-5207	Fax  no.---------------
l st Contact Name 2nd Contact Name
LUCAS MARTIN	Title  VICE PRESIDEN'T

JAMES SMI'TH	TitJeOPERATIONS MANAGER
Proposed S1afftng Levels - Landscape and irrigc1tio11 maintenance stajf·will include the following:

	1	  Supervisors, who will be onsite _1  days per week;
	1	  Technical personnel, who will be onsite _1_ days perWEE!f; and
	6	  Laborers, who will be onsite _l_ days per week.

Officers and Superviso1y Personmd- Please complete the pages that follow at the end of this Part regarding the Proposer's Ojjice1·s and Supe11tisory Personnel, and attach resumes for any individuals h.\·ted.

Technical Personnel - Does the Proposer currently employ any other technical pe1·sonnel
·who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant fields of expertise? Yes No   {f yes, please provide the following informalion for each person (a!tach additional sheets if necessmy):

Name:  ANTHONY SANDRETTO

Position/ Certifications:  FERT/ PEST MANAGER CPCO
AGRONOMY/ CHEMICAL & FERTILIZATION
Duties/ Responsibilities:	APPi JCATTQN SCHEDJU JNG
% of Time to Be Dedicated to This Project:	10	%

Please describe the person's role in other projects on behalf of the Proposer: Project Name/Location:	WINTER GARDEN VILLAGE
Contact: Carol Nash		Contact Phone: ,( 6 89 ) 3 4 8 -3 6 1 4	 Project Type/Description:	Exclusive outdoor shopping distl'ict
V, PROPOSAL FORMS	5
4876.-9932-0&76 5

Duties/ Responsibilities:F0u011,s='='='v0ic='	­
Dollar Amount of Contract: _c$5="="=•"="="=/_Y='='='---------------- Proposer's Scope of Services for Project: 	
Full Service- Maintenance, AgronomyJ tigation, Tl'ee Work, Enhancements

Dates Serviced:	3 ¥c'="="

Subcanrractors -- Does the Proposer intend to use any subcontractors in connection with the work? Yes 	 No _X_ For each subcontractor, please provide the folfowing information (attach additional sheets if necessary):
Subcontractor Name 	

Street Address 	

P. 0. Box (if any)		
City 	 State 	Zip Code 	

Telephone ------------ Fax no. 	_

I st Contact Name 2nd Contact Name
	Title 	

	TIe it	
Proposed Duties/ Responsibilities.:	

Please describe the subcontractor's role in other projects on behalf of the Proposer: Project Name/Location:		 Contact:	 Contact Phone: 		
Project Type/Description: 		 Dollar Amount of Contract: 		 Proposer's Scope of Services for Project: 	

Dates Serviced: 	
V, PROPOSAL FORMS	6
4876-9932-0876.5
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the P1·oposer's personnel who wN! be involved with this pro_ject, and provide proof thereof to the extenl permitred by lmv:

Background Check, E-Verify, Dtiving Reco1·d

Equipment -- Please complete the pages that follow al /he end of this Part regarding the Proposer's Equipment that will be used in connection with Ihis project.

V. PROPOSAL FORMS	7
4876-9932-0876.5
OFF1CERS

PROPOSER:	PRINCE AND SONS	DATE:	3/21/2024

Provide the following infonnation for key officers of the Proposer and parent company, if any.

NAME	
POSITION OR TITLE	

RESPONSIBILITIES	
INDIVIDUAL'S RESIDENCE CITY, STATE	
IAN PRINCE	OWNER/ PRESIDENT	
FINANCING/ MANAGEMENT	WINTER HAVEN	
LUCAS MARTIN	VICE PRESIDENT	LANDSCAPE MAINTENANCE
DNISION	
LARELAND	
JAMES SMITH	OPERATIONS MANAGER	OPERATIONS	AUBl'RNDALE	

				

FOR PARENT COMPANY (if annlicable)				

				

				

V. PROPOSAL FORMS	8
4876·9932-0876 5
SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK
PROPOSER:	PRINCE AND SONS	DATE:. 3/21/24

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILJTIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT/# OF DAYS ON-SITE PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	

Lucas Martin	
Vice President	Landscape Maintenance Division	
Haines City	
1/2 day per week	
3	20	

James Smith	Operations Manager	
Field Operations	
Orlando	
1/2 day per week	
4	17	
Santos Pantoja	Account
Manager	Managing Crew on
Sire	Orlando	2 days per week	3	15	

Anthony Sanihetto	Fert& Pest Manager	
Agronomy	Haines City	1 day per week	4	12	

Brian Huseman	Irrigation
Manager	Monthly Irrigation
Inspection	Haines City	3 days per month	2	25	

							

							

V. PROPOSAL FORMS	9
4876-9931-0876 5
COMPANY OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK

PROPOSER:	PRINCE.AND SONS	DATE:	3/21/24

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	

STORAGE AND WORK SITE LOCATIONS	
	
List Attached			

				

				

				

V. PROPOSAL FORMS	IO
4876-9932-0876.5
LAWN MAINTENANCE FLEET LIST
SPRAYER
60 GALLON SPRAYER	2023	412264343	SPRAYER	
Z-AERATE AERATOR	2023	FS541V30	AERATOR	
50 GAL ALUM SKID SPRAYER	2023	CSJ-SS-280	SPRAYER	
Z-SPRAYMAX HOPPER	2023	414130027	SPRAYER	
TRACTORS TRAILERS

		MOWERS					

SUPERS FX 850 60"	
2019	
20064083	
FX850-60"				

SUPER Z HD 72" BS	
2019	
20032938	
VANGUARD 36H				

SUPERZHD72"BS	
2019	
20033292	
VANGUARD 36H				

HUSTLER-SUPERS MOWER	
2019	
21032987	
FXB5D-60"				

HUSTLER-SUPERS MOWER	
2D19	
21032988	
FX850-60"				
SUPER 104" HUSTLER	2021	21043682	HST93947D				
SUPER 1 D4" HUSTLER
" -- .	2021	21041184	HST939470				
-·  0
WITH QW/K CHUTE	2021	21070731	FX85D/60"				
_,, --· -	'"
WITH QWlK CHUTE	2021	21070732	FXB50/60"				
,o
WITH QWII( CHUTE	2021	21084963	FX850V/52				
,O
QWlKCHUTE	2021	21100013	FX850/60"				
,,J	"--- , 	··""
QWII< CHUTE	...	2021	21091848	FX850V/52				
QWIKCHUTE  .....	2021	21100014	FX850/60"				
_,,.;i 	 --  ''
QWIKCHUTE	2021	21071816	HST940205				
SZHD VANGUARD 40 EFI	2022	22036090	HST942243				
SUPER104 VANGUARD 40EFI	2022	22031748	HST942318				
SUPER HD VAN 40EFI	2022	
22036519	
HST942243				
SUPER104 VAN 40EFI	2022	22032446	HST942318				
SUPERS FX850 /52	2022	22030049	HST940296				
SUPERS FX850/52	2022	22030050	HST940296				
SUPERS FT691 52"	2022	22044486	HST942292				
SUPERS FT691 52"	2022	22042578	HST942292				
SUPERS FX600V/36"	2022	22051740	HST940288				

QWIKCHUTE .., .	2022	22052522	HST940304				
		QWIKCHUTE	....	2022	22061601	HST940304	
,_

QWII( CHUTE ....	2022	22053348	HST940304				
QWIKCHUTE	....	2022	22061295	HST940304				
vv		QWll< CHUTE	..	2022	22061296	HST940304	
QWIK CHUTE	..	2022	22061604	HST940304				
	"	QWIKCHUTE	..	2022	22061600	HST940304	
QWlKCHUTE	2022	22056448	HST940304				
,v
QWIKCHUTE	2022	22065037	HST940288				
V
QWIKCHUTE	2022	22126019	HST940288				
"
QWII< CHUTE	2022	22126020	HST940288				
		'"
QWII( CHUTE	'	2022	22075341	HST940296	
'C	'"
WITH QWIK CHUTE	2023	23010015	HST943134				
- '"
WITH QWIK CHUTE	2023	23013057	HST943134				

HYPERDRIVE FX1 000/72"	
2023	
23021620	
HST943019				

SUPERS KAW FXBS0/60"	
2023	
23022660	
HST943167				

SZ HD FX1000/72"	
2023	
23021621	
HST943019				

SUPERS l(AW FXBS0/60"	
2023	
23015931	
HST943167				

SUPERS KAW FX850/60"	
2023	
23022661	
HST943167				

SUPERS KAW FX850/60"	2023	
23022302	
HST943167				

SUPERS KAW FX850/60"	
2023	
23022662	
HST943167				

SUPERS KAW FX850/60"	
2023	
23015933	
HST943167				
J	"'	"	" '""
MOWER	
2012	
1TC8800XECT050212					

SUPERZ FX100/72"	
2023	
23025014	
HST942888				

SUPERS l<AW/60"	
2023	
23035374	
HST943167				

SUPERS l<AW/60"	
2023	
23035051	
HST943167				

SUPERS KAW/60"	
2023	
23031747	
HST943167				

SUPERS KAW FX850/60"	
2023	
23054341	
HST943175				

SZHD FX1000/72"	
2023	
23090436	
HST943019				

SUPERS FX600V/36"	
2023	
23090007	
HST94028B				

SUPERS KAW FXBS0/60"	
2023	
23091002	
HST943167				

SUPERS KAW FX850/60"	
2023	
23091003	
HST943167				

SUPERS KAW FX850/60"	
2023	
23091004	
HST943167				

SUPERS l<AW FX850/60"	
2023	
23091006	
HST943167				

SUPERS KAW FX850/60"	
2023	
23091005	
HST943167				

SZ HD FX1 000/72"	
2024	
23090434	
HST943019				

SZ HD FX1000/72"	
2024	
23090439	
HST943019				
PROPOSAL FORM PART III - EXPERIENCE

11		Has the Proposer pe1formedworkfo1· a cmmnunity development df.,·rrict previously? Yes _i_ No- -
{f yes, please provide the following information for each project (attach additional sheets if
necessary):
ProjectName/Location:	 As_<o_n_i0,0C_D D	_
Contact:	Allen Bailey/ GMS	Contact Phone:	(4-07)  46-0-4-424-----------
Project Type/Description:    c_D_ D	 Dollar Amount of Contract: _102_0"0,coc000/_Y_,_,_,	 Scope of Services for Project: _F_,_,1_1_s,_rr_ic_,_c_D_D	

Dates Serviced: 	3 Years	
List the Pl'Oposer's total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:
2023 = $28,000,000
2022 = $18,000,000

2021	$9,000,000
Please provide the following information for each project thal is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as we!L Attach additional sheets ifnece:,swy.
Project Name/Location:.	 v_m_s_M_.,_,_c_D_ D			 Contact: arshall_ Tindall/ GMS Contact Phone: _0(040070)080410-0550204	 Project Type/Description: 		 F_.,1_1_s,_,_,_ic_,_CD_D		
Dollar Amount of Contract: 	$150,000/ year		 How was the pmject similar to this project?	Full service CDD with many 1esidE11tS

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	_
V. PROPOSAL FORMS	I I
4876-99]2"0876.5
Full maintenance, fertilization, enhancements, irrigation inspections/ repairs, tree services

List of equipment used on site:	Mowers, hand held equipment, spreaders, irrigation equipment

List of subcontractors 11sed:    N "=""'-------------------------

ls this a current contract? Yes  x	No

Duration of contract: 	J Years		

(bjfbrmation regarding similar projects - continued)

Project Name/Location:_Celebrntion Residential 0_':'' ers Association
Contact: Brayan  Scnquis	Contact Phone: --'(4 0 7 ) 22 3 -6 5 53, 	_
Project Type/Description:	Full service on several communities, parks and sports fields_
Dollar Amount of Contract: _$_40 0 ,o oo	­
Ho watshe project similar to this project?_  Hlgh end communily with demanding residents

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	_
Full maintenance, ferti! '<':lion, enh,mcements, irrigation inspections/ repair.:, tree services

I,ist of equipment used on site:	Various mower types, hand held equipment, spreaders, irrigation equipmeut, and specialty bermuda grass maintenance Cl{llipment

PROPOSAL FORMS	12
876-993::>-08765
List of subcontrnctors used: _cNccon0, ---------------------

Is this a current contract? Yes 2f_ No

Duration of contract:   1 Year	

(InfOrma0011 regarding similar projects - continued)

Project Name/Location:	Lakes of Laurel Highlands
Contact:	Chris Lee		Contact Phone: - (4 0 7) 5 7 2- 3 08 1	 Project Type/Description:	HOA Common Area Maintenance
Dollar Amount of Contract: _'2_5_00,0_0_0/-'--y,_a_,	
How was the project similar to this project? High end community with demanding reside   

Your Company's Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	_
Full maintenance, fe1'tilization, nhanccments, irrigation inspections/ repairs ee services

List of equipment used on site: Various mower types, hand held equipment, spn,ader,;, irrigation equipment

List of subcontractors used: _N=oaos<	

Is this a current contract? Yes X  No
Duration of contract: 	 5 Y,ca0,,s	
V. PROPOSAL FORMS	13
,1&16.9932-on6.s
(Informat;on regarding .1·imilarprojects - continuecO

Project Name/Location:_1c-"c'c"'c'"cc_Po"ckc2cCc-D':!:D'.--	
Contact: Allen Bail,:,:y/ GMS  Contact Phone: .(4 0 7) 4 6 0- 44 24 ----------- Project Type/Description: 	 Dollar Amount of Contract: $2\0,ooo/ year	
How was the project similar to this profeet?   0F "' ' '"c''c'"o'"cCc'D0Dcc	

Your Company's Detailed Scope of Services for Project (Le. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.); 	_ FuJI maintenance, fertilizatioJI, enhancements, irrigation inspections/ repairs, tree services

List of equipment used on site: Mowers, hand l1eld cgnipment, spreaders, irrigation equipment

List of subcontractors used:   N_00°0°	

Is this a current contract? Yes X  No

Duration of contract:	3 Years	

Has the Proposer, or any of its principals or supervisolJ' personnel (e.g., owner, officer, or supervisor, etc.), been /erminatedfrom any lancfrcape or irrigation installation 01· maintenance
contract within the past 5 years? Yes _x	
No 		For each such incident, please provide
lhefol!m-JJing information (attach addilional sheets as needed):

Project Name/Location:	10'00w0n0e0-,0o0f010,e0a0fs0id0c   ------------------
Contact:	Jessica Hardin	Contact Phone:  -'('c'c'!c'c'c'o-'c'c"'-----------
Project Type/Description:	Full service townhome association
Dollar Amount of Contract: _ _._'9c02,ococo	
V. PROPOSAL FOllMS	14
4876-9932·0876.5
Scope of Services for Project: 	
Full maintenance, fertilization, enhancements, irrigatitm inspections/ repairs, tree 8 rvices

Dates Serviced: --' '=" -='0 24"-----------------------
Reason for Termination:	Transition from developer control to homeowner c011trol.
They changed the scope and changed to a much cheaper company.

Has the Proposer been cited by OSHA for any job site or company office/shop safety viohrtions in the past five years? Yes- No L
If yes, please describe each violation, fine, and resolution		

What is the Proposer's Cll!'l'ent worker compensation rating? erience MOD rate of 0.78

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten (lO) working days as a result of the injury in the past five years? Yes lE_ No
If yes, please describe each incident	Fell off ladder and hurt back

Please state whether or not the Proposer 01· any of its affiliates are presently barred or suspended fI'om proposing or contracting 011 any state, local, mfedera{ conti-act.1·?
Yes	No ! 	Ifye8, p{ease provide:

The names of the entities	 The state(s) where barred or suspended 		
The period(s) of debarment or stispension

Also, please explain the basis for any bar or suspension:

V. PROPOSAL FORMS	15
4876"9<)3 2•0376.5
List any and a!! govemmentul eriforcement actions (e.g., any action taken to impose fines m· penalties, licensure issues, permit violahons, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer's role in the action, and the status and/or resolution of the action.
None

List any and all !itigotion to which the Proposer or its principals have been a party in the lust five (5) years. Please describe the natw·e of the litigation, the Proposer's role in the litigr1tion, and the sta!U.\' and/or reso/ulion of the litigation.

None

Has the Proposer or any of its affiliates (parents or subsidiarieJ), or any of the Proposer's officers m· principal members, shareholders or investors filed for bankrup!cy, either volu11ta1y or involunfmJI, within the past JO year ·? Yes (_) No (1$) Jfyes, provide the following:

Identify the Case# and Tribunal:	

Describe the Nature of the Action:	

Describe the Proposer's Role in the Action and Describe the Status and/or Resolution:

Has the Proposer or any qf its qfftliates (parents or subsidiaries), or any of the Proposer's officers or principal members, shareholders or investors executed an a1·signment for the benefit of creditors within the pas/ JO years? Yes(_) No (?9 lfyes, please explain:
V. PROPOSAL FORMS	16
4876·99J2-0S76 .l

Has the P1'oposet or any of ils nj]iliates (parents or subsidiaries), or any of the Proposer's officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g.,jailing to pay subcontractors or maferialmen) within the pm'/ 10 years? Yes (_J No (z) lfyes, please explain:

V, PROPOSAL FORMS	17
4876-9932-0876 5
PROPOSAL FORM PART IV - PRICING

NOTE; This pricing form is l11te11der/ to cover pricing for f/le Initial 011e-yem· term of the comruct tmd a!IJ' pote11tial re11ewlll terms. It is assume,/ that prices will re11u1i11 the same through eac/1 of the four pole11tia/ a11111wl rem!wttl ten11s 1111/e. s Propo. er /Jl'Ol'ide.s otherwise in the pricing form.

Plea.\'e complele the Pricing Form 011 Ille followi11g page or, 11tter1wtively, in the E.cel Pricing Form provided rrs pr1rt of lhc Project Afom,al packttge (colfectiFely, !he "Pricing Form'J. The District re.W!rves the right to reject ,my and 11/l pmpoml. , /11 its sore (IIU/ absolute d/screlio11, tliffl 11111/re 111odijic11lim1s tot/le Prfring Form, a. it Is deemed in the bat interests of the District.

V. PROPOSAL FORMS	18
a7& 9932-Cl876.5

Contractor. PRINCE AND SONS Address: 14645 BOGGY CREEK RD

ORLANDO, FL 32824
Phono: (863) 422-5207
Fax:
Contact: LUCAS MARTIN
email: lL1ABIIN@PRINCEANQSON$1NQCQM
Live Oak Lake COD Landscape Fee Summary

Property: Live Oak Lake COO

Address:	219 E. Livingston St.

Orlando, Florida, 32801
Phone: 407-750-3599

Contact: JWrighl@gmscfl.com
Emal!:

JAN	FEB	MAR	APRIL	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	

12.960	
8,640	
8,640	
21,600	17,280	17,280	21,600	17.280	21,600	17,280	8,640	8,640	
	
4,248		4,248		4,248		4.248		4,248		4.248	
		
2.240			2,240			2,240			2.240	
				13,750
250 MIich Yds						8.250
150 AcJICh Yds		
					
9,000						4,500	

Llr_o_r A_L

tni1ials	 _

t{1
PROPOSAL FORM SIGNATURE PAGE
Under penalties ofpe1jury under the laws of the State of Florida, I represent that r have authority sign	thi	Proposal	Form	(including	Parts	J	through	JV)	on	behalf	of
r')/)ce ctrd Son5 	 ("Proposer") and declare that I have read the foregoing Proposal Form (including Parts I through IV) and that all of the questions an: fully and completely answered, and all of the information provided is true and con-ect.

Date<I this:;;()_ -- day of	/V\a(Gf--		, 2024.
Prnposer ff"lhGe,_ QcJ	 _£("\5
By: L<JfJp /'{'a(/aY'	-
Title:		
STATEOF	 l>A-
COUNTY OF	-:11?1--<t'-
The foregoing instrument was sW?!l1 to (or affirmed) and subscribed before me by means of¢. physical
 sence or O online notarization this i5{ay of	tv\ 	,2024, by  .!l&JiLL of
'et:l +  -6,:Z;i;...-,	who	is	personally	known	to	meo	DL	O	who	has	produced
	as idcntificalio!l, tmd D did or O did not take the oath.

'"""' ik=	
Commission N't!:I	lfti1JJ..9_ 	--
My Commission Expires:- J..ft. !f 

V. PROPOSAL FORMS	22
4376-9932-0876 5

Bed Dressing - Fi!! in the quantity of Bed Dressing that is recommended to be installed (if quantity not already listed or Provided) then fill in the dollar amount to purchase and install that quantity in the month specified in the Scope of Work. Please lnclude a per yard price. Twice per year in May and Nov.
Palm Trimming - Count and Fill in the quantity of each palm variety that will be pruned if not already listed, then fill in the dollar amount to trim each
variety in the months indicated in the Scope of Work. Please insert your numbers in the row that corresponds to the specific variety of palm that is to be pruned that month.
Irrigation Maintenance - Fill in the dollar amount to perform each services as outlined in the Scope of work. Fill in zone count if known (not required)

PROPOSAL FORMS	21
4&76 9932-0S76 .5
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
Name of Proposer:	Prince	aM  :X,()S"

1 am authorized to make this affidavit on behaIf of my firm and its owner, clirectors, and officers. I state
that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing
I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections ("Public Tntegrity Laws"):
Section 287.133, Florida Statutes, titled Public entity crime; denial or revocation
of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition againsi contracting with
scrutinized companies;
cl. Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
e.  Section 287.138, Florida Statutes, titled Contracting with entities of foreign
countries of concem prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding 011 or entering into or renewing a contract with governmental entities, including with the District ("Prohibited Criteria").
I understand that tbe Public Integrity Laws apply to the bidding documents applicable to the District's Request for Proposals for Landscape and [rrigation Maintenance Services Project ("Project") and the contract to be executed in connection with the Project.
Based on information and belief: the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
L Neither the entity submitting this sworn statement, nor any of its officers, clirectors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets
any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.

The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents wlio are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.

Vl. AFFIDAVIT FOR INTEGR1TY IN PUBLIC CONTRACTING AND PURCHASING
4876-9932-0876.5
If this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below(or by attaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer's alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, 1111y of its officers, directors, executives, pa1tners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the term of the contract.

E-Verify

I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida's E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security's E­ Verify system to verify the work authorization status of all employees hired on or after January I, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(!), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
I understand that, if there is a good faith belief that one of our subcontractor(s) has knowingly violated the Section 448.09(1 ), Florida Statutes, but our finn has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

l. The price(s) and amount(s) ofin om proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential prop::iscr, proposal, or potential proposal.
Neither the pl'ice(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person wl10 is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt has been made or will be made to induce any firm or persons to !'efrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or otl1er form of complementaty proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876·9931-0876.5
FORM OF LANDSCAPE AND JRRIGATJON MAINTENANCE
SERVICES AGREEMENT LANDSCAPE AND IRRIGATION MAINTENANCE AGREEMENT
THIS AGREEMENT("Agreement")is made and entered into this -- day of 	 2024, by and between:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT, a local unit of special­ purpose government established pursuant to Chapter 190, Florida Statutes, located in Osceola County, Florida, whose mailing address is 219 East Livingston Street, Orlando, Florida 32801 (the "District"), and
	 a Florida 	, with an address of
	("Contractor").
RECITALS
WHEREAS, the District was establislied for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure, including landscaping and irrigation; and
WHEREAS, the District has a need to retain an independent contractor to provide landscape and irrigation maintenance services for certain lands within and around the Dist1·ict; and
WHEREAS, Contractor submitted a proposal and represents that it is qualified, willing and capable to serve as a landscape and irrigation maintenance contractor and provide such services to the District.
Now, THEREFORE, in consideration of the mutual covenants contained in this Agi·eement, it is agreed that Contractor is hereby retained, authorized, and instructed by the District to perform in accordance with the following covenants and conditions, which both the District and Contractor have agreed upon:
ll'{ O);W,0 4,:!'I_Q]'l_Q):JlECITALS. The recitals stated above are true and correct and by this (e:ference are incorporated hereil as a material part of this Agreement.

CONTRACTOR OBLIGATIONS.

Scope o_l Services. Contractor shall provide the services described in the Scope of Services attached hereto as Exhibit A ("Work"), for the areas identified in the Landscape Maintenance Map attached hereto as Exhibit B ("Landscape Maintenance Area"), both of which are incorporated herein by this reference. Contractor acknowledges and agrees that the Landscape Maintenance Area may be reasonably adjusted, in the sole discretion of the District, to accurately reflect areas of the Work actually being performed, which adjustments shall not result in change in the price for the Work as reflected in

4
4876-9932·0876,5
inducement from, any firm or person to submit a complementary or other noncompetitive proposal.
5, Our firm, its amIiatcs, subsidiaries, officers, director, and employees are not currently under investigation, by any governmental agency and have not in the last 3 yems been convicted or found liable for any act prohibited by State or federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

state that l and the named firm understand and acknowledge that tlie above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. T understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the tme facts relating to the sWlmission of proposals for this work.

Signature of Authorized Signatory of Proposer

Sworn before me on M  1.2024

Notaty Public Signature

'-/2bda,,, fk	
tJ Jta1y Stamp

AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING ANH PURCHASING	3
4876·9932-0876 5
Contractor's fee summary auached hereto as Exhibit C ("Fee Summary") and incorporated herein by this reference. Should any work and/or services be required which are not specified in this Agreement or any amendments, addenda, or change orders but which arc nevertheless necessary for the proper provision of services to the District, such work or services shall be fully performed by Contractor as if described and delineated in this Agreement.
Accepluuce of Site. By executing this Agreement, the Contractor agrees that the Contractor was Rble to inspect the site prior to the execution of this Agreement, and that the Contractor agrees to be responsible for the care, health, maintenance, and replacement, if necessary, of the existing landscaping, in its current condition, and on an "as is" basis. The Contractor shall be strictly liable for the decline or death of any plant material, regardless of whether such decline or death is due to the negligence of the Contractor or a former contractor, except that the Contractor shall not be responsible for fire, cold, storm 01· wind damage, incurable or uncontrollable diseases, or damage due to vandalism. Upon the occurrence of any such exceptions, Contractor shall immediately notify the District. Contractor shall replace, at Contractor's expense, all plant material that, in the opinion of the District, fails to maintain a healthy, vigorous condition as a result of the Contractor's failure to perform the Work specified herein. No changes to the compensation set forth in this Agreement shall be made based on any claim that the existing landscaping was not in good condition or that the site was unsuitable for such landscaping.
Manner of Contractor's Performa11ce. The Contractor agrees, as an indepe11dent contractor, to undertake the Work as specified in this Agreement or any Work Authorization (defined herein) issued in connection with this Agreement. All Work shall be performed in a neat and professional manner reasonably acceptable to the District and shall be in accordance with all applicable industry standards, and as required by the Scope of Services. The performance of all Work and additional services by the Contractor under this Agreement and related to this Agreement shall conform to any wrilten instructions issued by the District.
Discipline, Emp!oyme11t, U11iforms. Contractol' shall maintain at all times strict discipline among its employees, subcontractors, agents and assigns and represents to the District that it has performed all necessmy background checks of the same. Contractor shall not employ for work on the project any person unfit or without sufficient skills to perform the job for which such person is employed. All laborers and foremen of the Contractor shall perform all Work on the premises in a uniform to be designed by the Contractor. No shirtless attire, no tom or tattered attire or slang graphic T-shi11s are permitted. No smoking in or around the buildings will be permitted. Rudeness or discomteous acts by Contractor employees will not be tolerated. No Contractor solicitation of any kind is permitted on prope1iy.
Rain Days. In the event that time is lost due to heavy rains ("Rain Days"), Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the same week as any Rain Days. Contractor sl1al\ provide services on Saturdays, if needed to make up Rain Days, with prior notification to and approval by the District Reprcsentativc(s) (defined herein).

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Protection of Property, Contractor shall use all due care to protect against any harm to persons or property while pe1forming the Work. If Contractor's acts or omissions result in any damage to property within the District, including but not limited to damage to landscape lighting and ifl'igation system components, entry monuments, etc., tl1e Contractor shall immediately notify the District and promptly repair all damage -
and/or promptly replace damaged properly - to !he sole satisfaction of the District. If
Contractor fails to do so, the District reserves the right to make such repairs and Contractor shall reimburse the costs of sLtch repair or replacement.
Distdct Repre:,enlative; Reporti1tg, The District shall designate in writing a person to act as the District Representative with respect to the Work to be performed under this Agreement. The District Representative shall have complete authority to transmit instructions, receive information, interpret and define the District's policies and decisions with respect to materials, equipment, elements, and systems pe11inent to Contractor's services, including the Work.
The District hereby designates the District Manager or his or her designee, to act as the District Representative.
ii,	The District shall have the right to change its designated Representative with written notice to Contractor.
Contractor agrees to meet with the District's representative no less than bi-weekly to walk the prope11y and discuss conditions, schedules, and items of concern regarding this Agreement and to provide a montl1ly written repo11 summarizing, at minimum, the Work performed during the month, any issues and/or areas of concern and the schedule of Work to be peiformed for the upcoming month.
Contractor agrees to attend the regularly scheduled meetings of the Board of Supervisors of the District, upon request.
Deficiencies. Contractor shall identify and promptly notify the District Representative of any deficient areas by written communication, including any explanations of proposed actions to remedy such deficiencies. Upon approval by the District Representative, the Contractor shall take such actions as are necessaiy lo address the deficiencies within a reasonable time period specified by the District Representative, or ifno time is specified by the District, within three (3) days and prior to submitting any invoices to the District. Contractor and the District recognize that time is of the essence with th.is Agreement and that the District will suffer financial loss if the tleficiencies are not timely addressed. Should the Contractor fail to address any deficiencies within the time set forth by the District Representatives, the District shall have the rights to, among other remedies available at law or in equity, fine the Contractor 011e hundred dollars ($100.00) per day; to withhold some or all of the Contractor's compensation under this Agrceme11t; and to contract with outside sources to perform necessary work with all charges for such services to be reimbursed by Contractor or deducted from the Contractor's compensation.

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Co111pfia11ce wi1h Laws. The Contractor shall keep, observe, and perform all requirements of applicable local, state and federal laws, rules, regulations, ordinances, permits, licenses, or other requirements or approvals. r'urther, the Contractor shall notify the District in writing within five (5) days of the receipt of any 11oticc, order, reqLiired to comply notice, or a report of a violation or an alleged violation, made by any local, state, or federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Agreement or any act or omission of the Contractor or any of its agents, servants, employees, or material men, or appliances, or any other requirements applicable to provision of services. Additionally, the Contractor shall promptly comply with any requirement of such governmental entity after receipt of any such 11otice, order, request to comply notice, or report of a violation or an alleged violation.
Safety. Contractor shall provide for and oversee aU safety orders, precautions, and programs necessary for the Work. Contractor shall maintai11 an adequate safety program to ensure the safety of employees and any other individuals working under this Agreement. Contractor shall comply with all OSHA standards. Contractor shall take precautions at all times to protect any persons and property in performing the Work, utilizing safety equipment including but not limited to bright vests and traffic cones,
Enviro11me11tu/ Activities. The Contractor agrees to use best management practices, consistent with presently accepted industry standards, with respect to the storage, handling and use of chemicals (e.g., fertilizers, pesticides, etc.) and fuels. The Contractor shall keep all equipment clean (e.g., chemical sprayers) and properly dispose of waste. Further, the Contractor shall immediately notify the District of any chemical or fuel spills. The Contractor shall be responsible for any environmental cleanup, replacement of any turf or plants harmed from chemical burns, a11d correcting any other harm resulting from the Work to be performed by Contractor.
Payment of Tuxes; Procttreme11t of Licenses and Permits. Contractor shall pay all taxes required by law in connection with the Work, including sales, use, and similar taxes, and shall secure all licenses and permits necessary for proper completion of the Work, paying the fees therefore and ascertaining thatthe permits meet all requirements of applicable federal, state and local laws or requirements.
Sttbco11tractor.f. Contractor shall not assign any portion of the Work to subcontractors without prior, written approval of the District. In the event any portions of the Work are assigned tosubcontractors, Contractor shall be responsible for the satisfacto1y performance of such work by subcontractors. Nothing in this Agreement shall be construed to create a contractual relationship between any subcontractor and the District.
l1ttiepemle11I Co11tracfo1· Status. In all matters relating to this Agreement, Contractor shall be acting as an independent contractor. Neither Contractor nor employees of Contractor, if there are any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of Contractor, if any, in the performance of this Agreement Contrnctor shall not have any authority to assume or create any obligation,

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express or implied, on behalf of the District and Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

COMPENSATION; Ti!:RM,

A,  Term. The term of this Agreement shall be from October 1, 2024, to September 30, 2025 ("Year I"), unless terminated earlier in accordance wilh the terms of this Agreement.  Thereafter, this Agreement will automatically tenew in additional, one
(l) year terms, for up to four (4) additional annual renewals, unless terminated earlier in accordance with the terms of this Agreement.
Compensation. As compensation for the Work, the District agrees to pay
Contractor an amount not-to-exceed 	 Dollars ($	J per year
for Year I, all in accordance with the Fee Summary attached hereto as Exhibit C. Compensation for the Work in subsequent renewal years shall be in accordance with the with the Fee Summary attached hereto as Exhibit C.
Additional Wol'k. Should the District desire that the Contractor provide additional work and/or services relating to the District's landscaping and/or irrigation systems (e.g., additional services or services for other areas not specified in this Agreement), such additional work and/or services shall be fully performed by the Contractor after prior approval of a required Work Authorization. The Contractor agrees that the District shall not be liable for the payment of any additional work and/or services unless the District first authorizes the Contractor to perform such additional work and/or services through an authorized and fully executed Work Authorization, a form of which is attached hereto as Exhibit D. The Contractor shall be compensated for such agreed additio11al work and/or services based upon a payment amount derived from the prices set forth in the Contractor's Fee Summary attached hereto as Exhibit C. If pricing for any such additional work or services is not specifically provided for in the exhibits hereto, Contractor agrees to negotiate in good faith on such pricing. Nothing herein shall be construed to require the District to use the Contractor for any such additional work and/or services, and the District reserves the right to retain a different contractor to perform any additional work and/or services.
Payments by tfte District. The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render monthly invoices to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. Each monthly invoice shall contain, at a minimum, the District's name, the Contractor's name, the invoice date, an invoice number, an itemized listing of all costs billed on the invoice with a description of each sufficient for the District to approve each cost, the time frame within which the services were provided, and the address or bank information to which payment is to be remitted. Consistent witl1 Florida's Prompt Payment Act, section 218.70, et seq., Florida Statutes, these monthly invoices are due and payable within forty-five (45) days ofreceipt by the DistricL

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P(lyme11ts by Confmctor, Subject to the terms herein, Contractor will promptly pay in cash for all costs of !abor, materials, services and equipment used in the performance of the Work, and upon the request of the District, Contractor will provide proof of such payment. Contractor agrees that it shall comply with Section 2! 8.735(6), Florido Statutes, requiring payments to subcontractors, material men, suppliers or laborers be made within ten (] 0) days of receipt of payment from the District. The District may require, as a condition precedent to making any payment to Contractor, that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and fu11her require that Contractor provide an affidavit relating to the payment of said indebtedness. Further, the District shall have tbe right to require, as a condition p1·eccdent to making any payment, evidence from Contractor, in a form satisfactory to the District, that any indebtedness of Contractor, as to services to the District, has been paid and that Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen's Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees,

TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing sixty (60) days' written notice of termination to tbe District; provided, however, that the District shall be provided a reasonable oppo111111ity to cure any failure under this Agreement. The Contractor agrees that, notwithstanding any other provision of this Agreement, and regardless of whether any of the procedural steps set forth in Section 2(H) of this Agreement are taken, the District may terminate this Agreement immediately for cause by providing written notice of te1111ination to the Contractor. The District shall provide tbit1y (30) days' written notice of termination without cause. Any termination by the District shall not reslllt in liability for consequential damages, lost profits, or any other damages or liability. However, upon any termination of this Agreement by the District, the Contractor shall be entitled to payment for all Work and/or services rendered up until the effective termination of this Agreement, subject to whatever claims or off-sets the Dlstrict may have against the Contractor. On a default by Contractor, the District may elect not to terminate the Agreement, and instead to demand that Contractor cure any failure constituting default and make appropriate deduction or revision to the payment to become due to Contractor. Furthermore, the District reserves the right to pursue any and all available remedies under the law, including but not limited to equitable and legal remedies and withhold payment pending outcome of such dispute.

INSURANCE.

llls11m11ce Requfred. Before commencing any Work, the Contractor shall furnish the District with a Ce1tificate of Insurance evidencing compliance with the requirements of this section. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverage, as ce1tified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall he primary and written on forms acceptable to the District. Additionally, insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best's Insurance Reports rating of A-VII. The procuring of required policies of insurance shall

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not be construed to limit Contractor's liability or to fulfill the indemnification provisions and re{JUirements of this Agreement.

Types of Immrrmce Coverage Required. Contractor or any subcontractor performing the work described in this Agreement shall maintain thrOL1ghout the term of this Agreement the following insurance:

Worker's Compensation Insurance in accordance with the laws of the Slate of Florida. In the event the Contractor has "leased" employees, the Contractor or the employee leasing company must provide evidence ofa Minimum Premium Workers' Compensation policy, along with a Waiver of Subrogation in favor of the District. All documentation 1m1st be provided to the District at the address listed below. No contractor or sub-contractor operating under a worker's compensation exemption shall access or work on the site.
Employer's Liability Coverage with limits of at least $1,000,000
{one million dollars) per accident or disease.
Commercial General Liability Insurance covering Contractor's legal liability for bodily injuries, property damage, contractual, products and completed operations, and personal injmy, witl1 limits of not less than $2,000,000 per occurrence, and further, including, but not being limited to, Independent Contractors Coverage for bodily injury and property damage in connection with subcontractors' operation.
Automobile Liability Insurance for bodily injt1ries in limits of not less than $2,000,000 combined single limit bodily injury and for property damage, providing coverage for any accident arising out of or resulting from the operation, maintenance, or use by Contractor of any owned, non-owned, or hired automobiles, trailers, or other equipment required to be licensed.
Umbrella Excess Liability insurance to cover any liability in excess of the limits of coverage already required and with limits ofat least $1,000,000 per occurrence and $1,000,000 on aggregate.
Additimu,l Insured. All policies required by this Agreement, with the exception of Workers' Compensation, or unless specific approval is given by the District, are to be written on an occurrence basis, and shall name the District, and it<; supervisors, officers, staff, agents, employees, and representatives as additio11al insured (with the exception of Workers' Compensation insurance) as their interest may appear under this Agreement. lnsurer(s), with the exception of Workers' Compensation on non-leased employees, shall agree to waive all rights of subrogation against the District and its supervisors, officers, staff, agents, employees, and representatives.
Suh-Contractors. Insurance requirements itemized in this Agreement and required of the Contractor shall be provided on behalf of all sub-contractors, if any and if approved, to cover their operations performed unde1· this Agreement. The Contractor shall

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be held responsible for any modifications, deviations, or omissions in these insurance requirements as they apply to sub-contractors.
Payment of Premiums. The Contractor shall be solely responsible for payment of all pre111iums for insurance contributing to the satisfaction of this Agreement and shall be solely responsible for the payment of all deductibles and retentions to which such policies are st1bject, whether or not the District is a11 insured under the policy.
Notice of Chdms. Notices of accidents (occurrences) and notices of claims associated with work being performed Lmder this Agreement shall be provided to the Contractor's insurance company and to the District 2!S soon as practicable after notice to the insured.
Failure to Provide I11sura11ce. The District shall retain the right to review, al any time, coverage, form, and amount of insurance, If the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in which event, the Contractor shall pay the cost for that required insurance to the District and shall furnish, upon demand, all information that may be required in connection with the District's obtaining the required insurance. If Contractor fails to pay such cost to the District, the District may deduct such amount from any payment due the Contractor.
lNDEMNWICATION.

The Contractor shall indemnify, defend, and hold harmless, the District, the District's Board of Supervisors, District staff and the District's agents, office1·s, employees, contractors, and representatives from and against any and all liability, actions, claims, demands, loss, damage, irUury, or harm of any nature whatsoever, arising from the acts or omissions of Contractor, or the Contractor's officers, directors, agents, assigns, employees, subcontractors, or representatives.
Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, fines, forfeitures, back pay, awards, court costs, mediation costs, litigation expenses, attorney fees, paralegal fees (incurred in court, out of comt, on appeal, or in bankruptcy proceedings), or other amounts of any kind.
The Contractm agrees that nothing in this Agreement shall serve as or be construed as a waiver of the District's or its staff, supervisors or consultant's limitations on liability contained in section 768.28, Flol'ida Statutes, or other law. Any subcontractor retained by the Contractor shall acknowledge the same in writing, and it shall be Contractor's responsibility to secure such acknowledgments. Further, nothing herein shall be construed to limit or restrict the District's rights against the Contractor under applicable law.
In any and all claims against the District or any of its agents or employees by any employee of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, the indemnification obligation under this Agreement shall not be limited in any way as to the amount or type of

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damages, compensation or benefits payable by or for the Contractor or any subcontractor under Workmen's compensation acts, disability benefit acts, or other employee benefit acts.
ft is understood and agreed that this Agreement is not a construction contract as that term is referenced in Section 725.06, fi'lorida Statutes, and that said statutory provision does not govern, restrict or control this Agreement

MISCELLANEOUS PROVISIONS

Default mu{ Pi·otectiou Ag(linst Third-party J11te1fere1tce, A default by either party under this Agreement shall entltle the other to ail remedies available at law or in equity, wl1"ich may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for" enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement sliall limit or impair the District's right to protect its rights from interference by a third party to this Agreement.
Custom mtd Usage. It is hereby agreed, any law, custom, or usage to the contrary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the terms of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing or due to oversight; and further, that the failure of the District at any time or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner c011trary to the specific conditions and agfeements of this Agreement, or as having in any way modified or waived the same.
Succe.</SOrs. This Agreement shall inure to the benefit of and be biuding upon the heirs, executors, administrators, successors, a11d assigns of the parties to this Agreement, except as expressly limited in this Agreement.
A ·sig11111ent. Neither the District nor Contractor may assign this Agreement without the prior written approval of1he other, which approval shall 11ot be unreasonably withheld.  Any purported assignment without such written approval shall be void.
Headings .fOr Co11venie11ce Only. The descriptive headings in this Agreement arc for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Agreement.
Attorneys' Fees. ln the event that either the District or Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys' fees, paralegal fees and costs for trial, alternative dispute resolution, or appellate proceedings.
A,:reeme11t. This instrnment, together with its Exhibits, shall constitute the final and complete expression of this Agreement between the District and Contractor relating to the subject matter of this Agreement. All prior agreements regarding the matters provided herein are hereby sttperseded and replaced by this Agreement. The Exhibits

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attached herein are incorporated to the extent that it clarifies ce11ain terms of the Agreement, and to the extent there are any inconsistencies or conflict betwei:m this instrument and the Exhibits, this instrument shall control.
Amendments. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and Contractor.
A11tlwrization. The execution of this Agreement has been duly authorized by the appropriate body or official of the District a11d Contractor, both the District and Contractor have complied with all the requirements of law, and both the District and Contractor have full power and authority to comply with the terms and provisions of this instrument.
Notices. All notices, requests, consents and other communications under this Agreement ("Notices") shall be in writing and shall be delivered via hand delivery, mailed by United States certified mail, or by overnight delivery service, to the parties, as follows:

Ifto the District:

With a copy to:
Live Oak Lake
Community Development District 219 East Livingston Street Orlando, Florida 32801
Attn: District Manager

KL1tak Rock LLP
107 West College Avenue Tallahassee, Florida 32301 Attn: District Counsel
If to Contractor:		

Attn: 	

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivc,y at the address set fo1ih above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States govemment shall not be regarded as business days. Counsel for the District and counsel for Contractor may deliver Notice on behalf of the District and Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in 11ame or address lo which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

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T/Jfrd Party Be11e_ficia,.;es. This Agreement is solely for the benefit of the District and Contractor and no right or cause of action shall accrue upon or by reason, to or fo1· the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is infended or shal! be construed lo confer upon any person or corporation other than the District and Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective Representative, successors, and assigns.
Co111rofli11g Law; Venue. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. Pal'ties consent to and agree that the exclusive venue for any litigation arising out ofor related to this Agreement shall be in a court of appropriate jurisdiction in and for Osceola County, Florida.
Public Recordl·. Contractor understands and agrees that all docrnnents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to section 119.0701, }1orida Statutes. Contractor acknowledges that the designated public records custodian for the District is
,Jill Burns ("Public Records Custodian"). Among other reqt1irements and to the extent applicable by law, Contractor shall I) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure reqnirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the Di5trict, at no cost, all public records in Contractor's possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by Contractor, Contractor shall destroy any duplicate public records that arc exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.
IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT
,JBURNS@GMSCFL.COM, (407) 841-5524, AND 219 EAST LIVINGSTON STREET, ORLANDO, FLORIDA 32801.

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Severabi/ify. The invalidity or unenforceabi!ity of any one or more pmvisions of this Agreement shall not affect the validity or enforceability ofthe remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.
0.  Arm's Length Tmmtrctio11. This Agreement has been negotiated fully between the District and Contractor as an arm's length transaction. The District and Contractor paiticipated fully in the preparation of this Agreement with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, the parties are each deemed to have drafted, chosen, and selected the language, and any doubtful language will not be interpreted or construed against any party.
Counterparts. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and the same instrument.
Scmtinhed Companies Statement. Contractor ce1tifies that it is not m violation of section 287.135, Florida Statutes, and is not prohibited from doing business with the District under Florida law, including bt1t not limited to Scrutinized Companies with Activities in Sudan List or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. If Contractor is found to have submitted a false statement, has been placed on the Scrntinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Ii-an Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria, or is now or in the future on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel, the District may immediately terminate this Agreement.
E-Verif.p. The Contractor agrees that it shall bear the responsibility for verifying the employment status of all persons it employs or subcontracts in the performance of this Agreement and agrees to othen-vise comply with all applicable federal and Florida law, including but not limited to the Immigration Reform and Control Act of 1986, as amended, and Section 448.095, Florida Statutes. By entering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.
s.	STATEMENT REGARDING CHAPTER 287 REQUIREMENTS. Contractor
acknowledges that, in addition to all Laws and Regulations that apply to this Agreement, the following provisions ofFlorida law ("Public Integrity Laws") apply to this Agreement:
Section 287.133, Florida S1atutes, titled Public entity crime; denial or revocation of the right lo transact business wilh public entHies;
Section 287.134, Florida Slalutes, titled Discrimination; denial or revocation o_fthe right lo transact busine,\'S with public entities;
c,	Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinfaed compa11ies;

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d. Section 287.137, Florida Statutes, titled Anfitrust violations; denial or rewJcorion of the right to transacl business with p11blic entWes; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Conlracting with entities ojforeign countries of concern prohib;ted.

Contractor acknowledges thal the Public Integrity Laws prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District ("Prohibited Criteria"). Contractor certifies that in entering into this Co11tract, neither it nor any of its officers, ll ircctors, executives, partners, shal'eho!ders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria, and in the event such status changes, Contractor shall irnmcdiately notify the District.
T.   Compliauce with section 20.055, Florid" St"tutes. The Contractor agrees to comply with section 20,055(5), Florida Staflltes, to cooperate with the inspector general i11 any investigation, audit, inspection, review, or hearing pmsuant such section and to incorporate in all subcontracts the obligation to comply with section 20.055(5), Florida Statutes.

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IN WITNESS WHEREOF, the parties execute this agreement the day and year first written
above.

ATTEST:		LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT

	
By: 	_
DSecretary
D Assistant Secretary

WITNESS:
By:	-----------
0Chairperson
D Vice Chairperson

(CONTRACTOR]

	
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Exhibit A: Exhibit B: Exhibit C: Exhibit 0:
Scope of Services
Landscape Maintenance Map Fee Summary
Form of Work Authorization

17
4876-9932.{)S/6.5
Exhibit A: Scope of Service,'!

18
4876-9932-0376.5
LIVE OAK LAKE COD I GMS

LIVE OAK LAKE COD LANDSCAPE SCOPE OF WORK
The work for the landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories, and services necessary or incidental to meet the requirements outlined in this scope below. The intention is to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract. The below scope is divided into "elements" to define the elements involved and required in the maintenance of the property.
General Services- Component "A"
Turf Maintenance
Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. High traffic and high-profile areas such as the entrances and Amenity/clubhouse areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation. In the event it becomes necessary to make a change in the mowing schedule for any reason, the COD Management must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

M<!wing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas. Contractor will not run over litter with mowers.
St. Augustine, Bahia turf shall be mowed weekly during the growing season from April 1st through September 30th and bi-weekly during the winter season. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the COO Management. Contractor should anticipate 42 mows annually for all common areas.
Unirrigated pond areas and banks will be mowed 32 times annually as needed.

St. Augustine, zoysia and Bahia turf shall be cut with rotary mowers to maintain a uniform height. Bahia will be cut between 3.5" and 4.5". St Augustine will be cut between 4.5" and 5.5". Mowing heights will be set at 2"-3" for Zoysia turf. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Variation in the mowing pattern shall carried out when possible so as to not rut or cause paths.
Mowing of all ponds or wetland buffer areas shall be done with a 50" mower or larger discharging clippings away from the water. Any pond edges that cannot be reached with the full size mower will be string trimmed every other mow cycle at minimum or as needed to maintain an intended look as per the discretion of COO management.
Visible clippings that may be left following mowing operations shall be removed from the site each visit. Discharging grass clippings into beds, tree rings or maintenance strips is prohibited and if it occurs they shall be removed prior to the end of each service day.
LIVE OAK LAKE COD I GMS

Contractor will take special care to prevent damage to plant material as a result of the mowing. Contractor is responsible for damages they cause while mowing.
Ed9.i!:ill

Sidewalks, curbs, and concrete slabs, and other paved surfaces will be edged in conjunction with mowing operations each time. Beds, tree rings, and other landscape edges will be edged once during each detail rotation, every three weeks. Edging is defined as removal of unwanted turf and vegetation along the above borders by use of a mechanical edger. String trimmers are not to be used for edging
and a proper edger will be used. Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

 tring Trimming

String Trimming shall be performed around road signs, guard posts, trees, shrubs, utility poles,and other obstacles where mowers cannot reach. Grass shall be trimmed to the same desired height as determined by the turf height specifications. String trimming shall be completed with each mowing cycle.

Maintaining grass-free areas by use of chemicals may be the preferred method in certain applications. Such Lise will only be done with prior approval of the CDD management.

Turf around the edge of all waterways shall be mowed or string trimmed to the natural water's edge during every other mowing cycle at minimum.

Blowing

When using mechanical blowers to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces. In addition, care also must be taken to disrupt mulch from beds and any mulch blown out of beds must be placed back and raked smooth.

Damage Prevention/Repair

Special care shall be taken to protect building foundations, fencing, light poles, sign posts, monuments and other hardscape elements from mowing, edging or string trimming equipment damage. Contractor will agree to have repairs made by specialized contractors or reimburse the COD or homeowners within 30 days for any damage to property caused by their crew members or equipment.

Detailing

Detailing of planted areas will be performed weekly in a sectional method, each section representing one-third of the entire property. Based on three sections, the contractor will completely detail the entire property once every three weeks at least. The exception will be the entrances, clubhouse areas and any other high profile or focal areas which should be tended to each week the crew is onsite. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree saucers and the removal of all unwanted vegetation. A detail crew will be onsite at least one day per week 42-52 times per year as needed to accomplish the full amount of detail rotations.
LIVE OAK LAKE CDD I GMS

Pru11!!!.9.
Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant.
Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by the COD management.	•
Pruning of trees up to a height of 12 feet is included in the scope of the work. If pruning is required above the height of 12 feet, contractor shall propose an extra service to the CDD representative and acquire approval prior to performing the work. The branching height of trees shall be raised only for the
following reasons:

Provide clearance for pedestrians, vehicles, mowers and buildings. Minimum 8ft of clearance is required along all walkways and parking areas. Maintain clearance from shrubs in bed areas. Improve visibility in parking lots and around entries.
Prune trees to remove weak branching patterns and provide corrective pruning for proper development. Cut back to branch collar without leaving stubs. Provide clean and flush cut with no tearing of the tree bark.
Prune to contain perimeter growth within intended bed areas. Established groundcover shall be maintained 4" to 6" away from adjacent hardscape and turf. Bevel or roll leading edges to avoid creating a harsh boxed look. Mature groundcover shall be maintained at a consistent, level height to provide a smooth and even appearance and separation from adjacent plant material.

Structural pruning will be required for several varieties of plants bi-annually, annually or semi- annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. All needed structural pruning will be done once per year at minimum. All Ornamental Grasses are to be haystack cut one time per year.
Crepe Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12" away from previous year's cuts.
Pruning of all palms less than 15' in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods, and any loose boots.

Weed Control
Bed areas are to be left in a weed free condition after each detail service. While pre and post- emergent chemicals are acceptable means of control, weeds in bed areas larger than 3" shall be pulled by hand or string trimmed.
Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required.
LIVE OAK LAKE COD I GMS

Trash RemQ_v_al

Removing trash from all landscape areas will be the responsibility of the contractor. The contractor will remove trash from all focal areas, including medians, around amenity areas, and monuments every visit. Other trash will be removed during normal detail rotations.

E'olJcin_g

Contractor will police the grounds during each service visit to remove trash, debris and fallen tree litter as needed prior to mowing and edging. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval with supplemental proposal.

As needed contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

All litter shall be removed from the property and disposed of off-site.

Communication
Daily, the contractor will communicate with the COD representative for any landscape issues requiring immediate attention.

Communication is of the utmost importance. Contractor will provide a weekly written report in a form approved by the COD representative which highlights the main aspects of the previous week's maintenance activities. This can just be a checklist sent via email on Fridays or Mondays.

When requested by COD management contractor will provide a Monthly Service Calendar for the upcoming period. A copy of the preceding month's Irrigation Maintenance report and Lawn and Ornamental Fertilization report will be provided monthly. A copy of these documents should be submitted to the COD representative by the 5th of each month electronically, or in person. This is only necessary should management request, likely due to performance concerns, however the vendor should always have them should management request.

Contractor agrees to take part in regular weekly, bi-weekly or monthly inspections, as decided by COD management, of the property to ensure their performance is satisfactory. Contractor also agrees to complete any work that appears on punch fists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for inspection meeting as needed or requested by COD management.

Staffing
The Contractor shall have a well-experienced Foreman/Supervisor supervising all work onsite. This person should have knowledge of horticultural practices and be capable of properly supervising others. The Foreman/Supervisor should communicate regularly, daily when needed, with COD management. Further, In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of the COD representative prior to any such change. The intent is for maintenance personnel to familiarize themselves with the site.
LIVE OAK LAKE COD I GMS

The crew members should be properly trained to carry out their assigned task and should work in a safe professional manner. Each crew member should be in full uniform at all times.

Contractor is expected to staff the property with trained personnel experienced in commercial landscape maintenance. All personnel applying fertilizers, insecticides, herbicides, and fungicides must be certified by the state of FL. These individuals should be Best Management Practices Certified and hold a Limited Certification for Urban Landscape Commercial Fertilizer or a Certified Pest Control Operator or an employee with an ID card working under the supervision of a CPCO.

Contractor agrees to screen all crew members for criminal background. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an 1-9 and other required documents on each employee.
Holidays observed that do not require staffing include New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day, and any other day agreed to by COD Management. Normal working hours are from 7:00 AM until 7:00 PM. No power equipment will be operated near homes before 9:00 AM. Efforts will be made such that ALL work performed around the Amenity Areas and pool area is to be completed prior to busy attendance hours. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 5 PM.
Component "B" - Turf Care Program
ST. AUGUSTINE
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application schedule - St. Augustine
January: Winter fertilization, broadleaf weed control and disease control
March: Spring granular fertilization, broadleaf weed control, insect, and disease control
May: Late spring heavy, 100% slow-release Nitrogen fertilization with Arena and weed Control October: Heavy fall granular fertilization and broadleaf weed/disease control

Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a maximum of 4 lbs. of N/1000 square feet with a minimum of 50% slow release and a high Potassium blend in the fall fertilization to promote root development unless soil samples indicate the presence of sufficient Potassium. The winter liquid fertilization should contain a maximum of .5Ibs of N/1000 square feet.

BAHIA- Where Applicable (Irrigated areas only)
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Bahia
March: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.
June: Chelated Iron application and Mole Cricket control.
October: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent.

Application Requirements: Fertilization
LIVE OAK LAKE COD I GMS

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 2 lbs. of N/1000 square feet with a minimum of 30% slow release and a high Potassium blend in the late summer fertilization to promote root development unless soil samples indicate the presence of sufficient potassium.

Zoysia
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Zoysia
January: 1PM spot treatment for weeds as necessary and inspect/treat fungal activity. February: Pre-emergent herbicide/spot treatment for weeds and fungal activity.
March: Fertilization. Spot treat weeds and treat fungal and insect activity as necessary. April: Liquid Fertilization with .51b N, with Iron, post emergent weed control, insect/disease control as necessary.
May: Fertilization
June: Insect/weed/disease control as necessary. July:	Insect/weed/disease control as necessary.
August: spot treat weeds as necessary, inspect/treat fungal activity.
September: Liquid Fertilization with emergent weed control, insect/disease control as necessary. October: Fertilization - Weed/insect/disease control as necessary.
November: Blanket Pre-emergent herbicide, w/Liquid Iron. Spot treat weeds and inspect/treat fungal activity.
December: Blanket potash - weeds as necessary, inspect/treat fungal activity.

Application Requirements: Fertilization

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the
requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

!nseQ_t/Disease ContrQJ

The reduction of irrigation water during the winter season will dramatically reduce the potential for fungus/disease problems. Contractor will be responsible to manage settings of irrigation timers.

Supplemental insecticide applications will be provided in addition to the normal preventive programs needed to provide control.

We d Control

Weed control will be limited to the broadleaf variety and sedge type grasses under this program.

Contractor shall alert management of outbreaks of Crabgrass, Bermuda, Alexander and Dove grasses. Failure to do so will make the contractor liable for resulting turf loss. Supplemental insecticide applications will be provided in addition to the normal preventive program as needed to provide control.
Warranty
LIVE OAK LAKE COD I GMS

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, diseases such as Take-All Root Rot and weeds such as Crabgrass which are untreatable with currently available chemicals, high traffic areas, drainage problems, or acts of God. In the event these conditions exist, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.
All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.
All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining. The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors' recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with COD management and agreed to by COD management.

Component"C" - Tree/Shrub Care Program
Application Schedule - Trees and Shrubs Monthly Application Schedule -
March/April: Insect/disease control/fertilization. May/June: Insect/disease control as needed. July/August: Minor nutrient blend with insect/disease control.
October: Disease control as needed December. Insect/disease control/fertilization as needed.

Application Requirements: FertiJI cnion

Contractor will submit a schedule of materials to be used under this program along with application rates. Fertilizers selected must be appropriate for the plant material to be fertilized such as an acid forming fertilizer for Azaleas which require a lower soil pH.

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 50% slow-release Nitrogen and a high Potassium blend in the fall fertilization to promote root development unless soil sample results indicate the presence of sufficient Potassium.
All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of plant material are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.
This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All native trees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.
LIVE OAK LAKE COD I GMS

There will be a deep root feeding on an as needed basis to establish newly planted trees. Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to "clump" fertilizer neither at the base nor in the crown of plants.

The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors' recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with COD management and agreed to by COD management.
Insect/Disease Control

Insect and disease control is intended to mean a thorough inspection of all plantings for the presence of insect or disease activity and the appropriate treatment applied. All insect and disease infestations require follow-up applications for control and are included in this program.

Contractor is responsible for the continuous monitoring for the presence of damaging insects or disease. Any problems noted between regularly scheduled visits will be treated as a service call and responded to within 48 hours. Service calls due to active infestations are included in this program.

This program covers all disease and Insect activity on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All native trees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.

Contractor will be required to apply all pesticides in accordance with labeled directions including the use of any Personal Protective Equipment.

Specialty Palms

Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and root/bud drench for potential disease and infestation.

When applicable, the contractor will monitor site tubes that have been installed to monitor ground water build up around the root ball of specimen palms to de-water them as necessary.
Warranty

If a plant or tree dies from insect or disease damage while under this Tree/Shrub Care Program, it will be replaced with one that is reasonably available by contractor if it is reasonably decided to be from negligence by the contractor determined by COD management. Exclusions to this warranty would be Acts of God, along with pre- existing conditions, i.e. soil contamination or poor drainage, nematodes, borers, locusts and insects such as Asian Cycad Scale. Also excluded are diseases such as Verticillium and Fusarium Wilt, TPDD, Lethal Bronzing, Entomosporium Leaf Spot Fungus and Downey Mildew that are untreatable with currently available chemicals. In the event these conditions exist, the contractor is responsible to promptly report any detection to the COD representative.
LIVE OAK LAKE COD I GMS

Component "D" - Irrigation Maintenance

Frequency of Service
Contractor will perform the following itemized services under "Specifications" on a monthly basis completing 25% of the inspection each week. The irrigation inspection will should be performed during the same week(s) each month. Repairs under $500 should be carried out each month with just verbal confirmation. Anything over $500 requires written approval.

Specifications
Activate each zone of the system.
Visually check for any damaged heads or heads needing repair.
Visually check all landscape areas irrigated with Netafim drip lines to ensure proper water flow and pressure.
Clean filters located at each zone valve monthly if applicable. Clean, straighten or adjust any
heads not functioning properly.
Straighten, re-attach to bracing and touch up paint on riser heads as needed. Report any valve or valve box that may be damaged in any way.
Leave areas in which repairs or adjustments are made free of debris.
Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors. Contractor will provide a written report of the findings by zone. Qualifying Statements Repairs
Repairs that become necessary and that are over and above the routine monthly inspections
will be done on a time and material basis. Hourly irrigation repair rates will be defined in overall landscape maintenance contract.
Request for authorization must be submitted to the COD representative for approval. A
description of the problem, its location and estimated cost should be included. All repairs must be approved by the COD representative prior to initiating any work. It is up to COD management's discretion to allow contractor to proceed with repairs at an agreed threshold without prior approval.

Service Ccill
Service Calls required between scheduled visits will be billed on a time and material basis at the rates extra pricing rates.
When not an emergency, request for authorization must be submitted in written form to the COD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the COD representative prior to initiating any work.

Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows, or parking areas.
Contractor will be held responsible for any accident that arises from the over spray of water on hard surfaces if it is determined that the contractor was negligent in performing monthly irrigation maintenance.

Damage resulting from contractor's crews working on the property (i.e., mower and edger cuts) will be repaired at no charge to the COD within 24 hours of being detected.
LIVE OAK LAKE COD I GMS

Contractor shall not be held responsible for any system failure caused by lightning. construction work, pre-existing conditions. freeze or other acts of God.

Contractor shall not be held responsible for damage to the landscape caused by mandatory water restrictions placed on the property by the governing water management district.

Contractor will visually inspect irrigation system weekly while performing routine maintenance. Contractor will provide a 24 hour "Emergency" number for irrigation repairs.
Contractor shall take all required readings from meters or at pump stations as required and work with the COD representative to file all quarterly and/or semi-annual reports to the Water Management District.

Component "E" -  Additional Services
To be priced separately but as part of the landscape contract. These services are subject to bids at management's discretion at any point.

Note: Additional services work is to be considered as a supplement of the overall Landscape Maintenance contract. All Special Services work is to be performed by supplemental crews. COD management can bid out these services at their discretion and work is to be completed according to this scope, or as COD Management agrees. In addition, contractor should and is expected to recommend when they believe these services should be carried out in their bid documents.
Additionally, all "Additional Services" will be billed in the month they are performed as a separate line item on that month's invoice. Additional services costs will not be spread out across the full annual contract.

- Bedding Plants -Annuals (If Applicable)
The nature and purpose of "Flower Beds" is to draw attention to the display. The highest level of attention should be placed on their on-going care.
Schedul

The most appropriate seasonal annuals will be used. A standard yearly rotation includes but is not limited to: All flower beds on the property will be changed out four (4) times per year during the months of January, April, July, and October. Changes to the amounts of annuals, rotations timing, or date of installation can be made at COO management discretion.

Contractor recognizes that flower beds are intended to highlight and beautify high profile areas and should be selected for color, profusion, and display.

All newly planted beds will have a minimum of 50% of the plants in bloom at the time of installation and they shall be 4 ½" individual pots.

Contractor will obtain prior approval of plant selection from the COD representative 2 weeks before installation.
LIVE OAK LAKE COD I GMS

Installation
Plants are to be installed utilizing a triangular spacing of 9" O.C. between plants.

Annually, prior to the Spring change out, existing soil will be removed to a depth of 6" in all annual beds and replaced with clean growing medium composed of 60% peat and 40% fine aged Pine Bark.

All beds will be cleaned, and hand or machine cultivated to a depth of 6" prior to the installation of new plants.

Create a 2" trench where the edge of the bed is adjacent to turf or hardscape.

A granular time-release fertilizer and a granular systemic fungicide will be incorporated into the bedding soil at the time of installation.

All beds should be covered with 1" layer of Pine bark Fines after planting.

Follow-up applications of fertilizer, fungicide and insecticide are provided as needed.

Annuals that require replacement due to over-irrigation or under-irrigation will be replaced immediately by contractor without charge to the COD.

M intenanc 
Flower beds unique to the property will be reviewed daily or at each service visit for the following: Removal of all litter and debris.
Beds are to remain weed - free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.

Seed heads are to be removed from plants as soon as they appear. "Pinching" of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent "pinching" will result in healthier, more compact plants.

Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly. Pre-emergent herbicides are not to be used in annual beds.
Contractor guarantees the survivability and performance or all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor's expense.

Warranty
Any bedding plant that dies due to insect damage or disease will be replaced under warranty. Exclusions to this warranty would be freeze, theft, or vandalism.
LIVE OAK LAKE COD I GMS

- Bed Dressing
Application of designated mulching to community bed spaces.

Schedule
Mulching will be carried out twice per year. Once in the spring, once in the fall. The most desirable months are May and Early November. Mulch will be priced "per yard". Application will be completed within a two-week time period.

Installation

Prior to application, areas will be prepared by removing all foreign debris and establishing a defined, uniform edge to all bed and tree rings as well as a 1" to 2" deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place. Bed dressing should be installed in weed free beds that have been properly edged and prepared.

Bed Dressing should be installed to maintain a 2" thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by the CDD representative. Some areas will require more mulch than others. Focal areas are to be prioritized. If at any point the application does not allow enough yards to maintain 2-inch depth across beds, then an additional proposal will be created by the contractor for the additional needed yards.

- Palm Trimming Schedule
Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date.etc.) in excess of 12' will be trimmed up to two times per year in June and/or December as needed. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process. Contractor will monitor for disease and recommend treatment if necessary.

All palms less than 15' will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.

Washingtonia palms in excess of 15' will be trimmed up to two times per year in the months of February and August as needed.

All palms other than Washingtonia, in excess 15' will be trimmed up to once per year in the month of August.

Trimming shall include removal of all dead fronds, loose boots and seed stalks.

Trim palms so that the lowest remaining fronds are left at a ten and two o'clock profile or nine and three o'clock at the discretion of management. "Hurricane" cuts are only to be done at the direction of the COD representative.

When trimming, cut the frond close to the trunk without leaving "stubs".

It is imperative that the contractor use clean and sanitized tools, sanitizing their tools thoroughly from tree to tree.
Exhibit B: Landscape Maintenance Map

19
4876-9932-0876,5

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ExhibitC: Fee Summary

VUI. FORM OF LANDSCAPE AND IRRIGATION MAINTENANCE SERV!Cl S AGREEMENT	20
4&76-9932-0876 5
Live Oak Lake COD Landscape Fee Summary
Contractor: Addtess:
Phone:: Fax: Contact: Email:

Property: LIVE OAK LAKE: coo

Address:  219 E. Livingston St.
Orlando, Florida, 32801
Phone: 407-201-1514

Contaet: Jarett Wright
Email: jwrlgh1@01mclloom

Essential Services Mol/Vlng/Oetailin(JflrrigationJFert and J'est

Extra Services
Annual Changes. Palm Prunino, Mulch
...---; ;;	J
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ITOTAL	---	 • 

lnltia.is 	_
Live Oak Lake CDD Landscape Fee Summary
Contractor: PRINCE ANO SONS	Property: Live Oak Lake COO

Address: 14645 SOGGY CREEK RO	Address:	219 E. Livingston St.

Orlando,
ORLANDO, FL32824	Florida, 32801
Phone: (863) 422-5207	Phono: 407-750-3599
Fax:
Contact: LUCAS MARTIN	Contact: JWright@gmscfl.com
Email: l MARTIN@PRINCEANDSONSINCCOM	Eman:

JAN	
FE8	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	SEP	OCT	NOV	DEC	
GENERAL SERVICES
(Schedule A)·	12,960	
8,640	8,640	21,600	17,280	17,280	
21.600	17,280	21,600	17.280	8,640	8,640	
Mowin  etailing													
TURFCARE
(Schedule B)		
4,248		
4.248		
4,248		4,248		
4,248		4,248	
Bahia/StAu ustine Fert													
TREE/SHRUB CARE													
(Schedule C)			2,240			2.240			2,240			2,240	
Tree/Shrub Fert													
BED DRESSING· Estimate mulch yds													
(Schedule E. B.)					13,7S0						8,250		
PttrY:ud
PALM TRIMMING					250 Mul:h Yd•						t50Mul<h Yds		
(Schedule E • C.) Per PalmPriJ:o: $45						9,000						4,500	
ANNUAL CHANGES • Nonealtl>s #me													
(Schedule E ·A.)													
PetAnnual Pricit,l													
IRRIGATION MAINT.													
	1,800	1,800	1,800	1,800	1,800	1,800	1,800	1,800	1,800	1,800	1,800		

IT.._.o_T_A_L	 ,_	

Exhibit D: Form of Work Authori :1_tj_Q_!1_

WORK AUTHORIZATION NUMBER 		_ FOR ADDITIONAL SERVICES
THIS WORK AUTHORIZATION ("Work Autlwimtion"}, dated 		202	a11thorizes certain
work in acco1·<lance with that certain Landscape and Irrigation Maintenance Agreement. effective- --

··Agreement''), by a11d between:
2024 (the
LJVR OAT< LAKE COMMLINJTY DRVELOl'i\-1£NT DISTRJCT, a local unit of special,purpose government cstabllsbcd pursuant to Chapter l 90, f,Jotida Sta/11/e.s, located in Osceola County, Florida (the ''District"), and
-(··contrnctor'').	, a Florida 	 , with an address of 			
Sli:CTION I.	Scon: OF SrCRVICES. in addition to the services described in the Agreement arid any exhibits, amendments and addenda thereto, Contractor shall provide additional 	 se1vices, as set forth in the a\lached Exhibit A, which is incorporated herein by reference, all in accordance with the terms or the Agreement (collectively, the "Additio11al Services"). To the extent that the terms of Exhibit A confllct with terms or tl1is Work Authorization ◊I' the Agreement, the Work Authorization and the /\grccment shall control.
SKCT!ON 2.  COMPENSATION. As compensation for the Additional Services, lhe District agrees to pay Contractor 	 Dollars($,	). Contrnctor shall ltwoice the District for Additionnl SeJ"vices upon completion of the same and the District shall pay Contractor in accordance with the terms of the Agreement.
SECTION 3.	ACCE.l'TANCE. Acceptance 01· this W()l'k Authorization authorizes Contractor to complete the Additional Serv!Ces as outlined above and is indicated by the signature of the authorized representative of the District and Contractor. Contractor shall commence the aforesaid Additional Services upon the foll execution oflhis Work Autlrnrization and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the ex!ent expressly altered or changed in this Work AuthoriLation, remains in full force and effect.

IN WITNESS WIIEJU'.OI', the parties execute this agreement !he day and year first written above.

ATfEST:	LIVE OAK LAKE COMMUNITY
DEVELOPMENT DISTRICT

By: 	_ 0 Secretary
0  Assistant Secretary

Exhibit A	Proposal for Additional Services
By;.	------------
0Chairperson
D Vice Chairperson

[CONTRACTOR]

:i'=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-========--

VIII. FORM OF LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES AGREEMENT	21
4876-9932-0876.5
Live Oak Lake Community Development District

Addendum #1
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:
The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

Q1: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

Q2: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental Irrigation Specification for Component D"

Q3: Are vendors allowed to attend the meeting on April 3rd. 2024,

A3: COD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org, when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

Q4: Please provide an overall palm count broken down by palm type.

A4: It is expected that any potential bidder will inspect the properly, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

QS: Please provide an irrigation zone count,
AS: The East I West controller has 59 stations, the Norlh I South controller has 64 stations

Q6: Please delineate areas sodded with St Augustine, Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In general, there is bah/a sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

Q7: Please provide all mulch types used on the property and locations where each will be used.

A7: Chocolate Cypress Mulch is the preferred mulch for the property. This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property.

Q8: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK",
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECT" refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent working out of the year, including on unrelated projects?

A8: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.

Q9: On Proposal Form Part Ill - Experience, is a full list of work performed for community
development districts required? Should examples listed be restricted to a certain area, time period, or size of project performed?

A9: The experience list should include all CDD's that the contractor has serviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

Q1O: On Proposal Form Part Ill - Experience, please provide specific requirements for projects "similar to this project" beyond the requirement that they also include irrigation maintenance

A10: Page 9, section 20 of the RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We understand that not every contractor will have
experience with working for CDD's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

Q11: On Proposal Form Part IV - Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However, the specifications include additional requirements for turf care under Component "B" beyond tertHization including insect/disease control, Should these additional services be included in the pricing under "TURF CARE" or elsewhere?
A11: This pricing should be included in the "TURF CARE" section on the fee summary schedule.
Q12: On Proposal Form Part IV - Pricing. a subheading on the field "TREE/SHRUB CARE" specifies "Tree/Shrub Fert", However, the specifications include additional requirements for bed care under Component "C" beyond fertilization including insect/disease control. Should these additional services be included in the pricing under "TREE/SHR B CARE" or elsewhere?

A12: This pricing should be included in the "TREE/SHRUB CARE" section.

Q13: Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additional billable services? Will these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?
A13: Yes, any irrigation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
PRINCE ANO SONS

SIGNATURE:
:[M;.,
DATE:	3/21124

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
ive Oak Lake Community Development District

Addendum #2
Live Oak Lake COD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental COD Irrigation Spec Component D" when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
PlllNCE AND SONS

SIGNATURE:
 :!)cw_;,	
DATE:	3121124

ADDENDUM #2 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES

SECTION e.
R O T O L O	C O N S U L T A N T S ,	I N C .

W W W .	R O T O L O C O N S U L T A N T S . C O M

Letter from our President.	Pg 3
Key Management.	Pg 4
Executive Team Bios.	Pg 5
Management Bios.	Pg 6
Resumes…	Pg 7-9
Organizational Chart…	Pg 10
Approach to Hiring…	Pg 11
Staffing Procedure…	Pg 12
Mission and Core Values…	Pg 13
Company Overview & Experience…	Pg 14
Annual Dollar Value of Work.	Pg 15
Scope of Services…	Pg 16
Statistics…	Pg 17
Locations…	Pg 18
Safety Program…	Pg 19
Chemical Safety…	Pg 20
Quality Control…	Pg 21
References…	Pg 22
Schedule of Services…	Pg 23
Financial Stability…	Pg 24

Attachments: Proposal Forms

Live Oak Lake Community Development District Governmental Management Services-- Central Florida, LLC 219 East Livingston Street
Orlando, Florida 32801

Re: RFP Live Oak Lake Community Development District -- Landscape & Irrigation Maintenance

To Whom It May Concern:
Rotolo Consultants, Inc. (RCI) is pleased to submit the following proposal for Live Oak Lake Community Development District. RCI fully understands the extent and scope of the work required under the RFP and is ready to enter into a contract. We will provide the necessary staff, equipment, and management to execute the work consistent with the RFP.
The person authorized to contractually obligate RCI is: Michael Rotolo, President & COO
Phone: 985.643.2427
Fax: 985.643.2691
Email: mrotolo@rotoloconsultants.com
The point of contact for contractual clarifications will be: Ryan Rotolo, Maintenance Estimating
Phone: 985.445.9344
Email: rjrotolo@rotoloconsultants.com

The team at Rotolo Consultants, Inc. looks forward to a partnership with Live Oak Lake Community Development District. We are confident in our team's ability to create a lasting impact on the properties entrusted to us.

Sincerely,

Michael Rotolo President & COO Rotolo Consultants, Inc.

		
MICHAEL ROTOLO
President and COO
18 years experience
BRIAN ROTOLO
CFO
15 years experience
BRANDT MARTIN
COO of Maintenance
13 years experience

		

JEREMY CARTER
RVP of Maintenance
20 years experience
EZEKIEL DAVIS
Regional Manager
19 years experience
WILLIE SIMS
Area Manager
16 years experience

		

EDDY FERNANDEZ
Corporate Safety Officer
23 years experience
STEVEN PUGH
Corporate Irrigation Manager
30 years experience
RUSSELL HARRIS
Corporate Horticulturist
32 years experience

MICHAEL ROTOLO - President & COO
Michael has been with RCI since 2005 and serves as RCI’s President & COO. Michael is responsible for the day-to-day oversight of the company with a focus on companywide operations. Prior to joining the team at RCI, Michael worked as a wireline engineer for Schlumnerger in Vietnam, Myanmar, and Malaysia. Michael is a 2004 graduate of the Georgia Institute of Technology where he earned a degree in Mechanical Engineering.

BRIAN ROTOLO - Chief Financial Officer
As Chief Financial Officer, Brian Rotolo oversees Accounting, Human Resources, Risk Management, and Legal Affairs while serving on the Board of Directors. Prior to joining the executive leadership team at RCI in 2011, Brian worked as a field engineer for a French oil and gas service firm in Houston, Texas. Brian is a 2006 graduate of Georgia Tech in Mechanical Engineering and went on to earn his Masters of Business Administration from Rice University in 2010.

BRANDT MARTIN - COO of Maintenance
As COO of Maintenance, Brandt Martin oversees all aspects of multiple maintenance divisions throughout a five state area with specific focus on customer relations, contracting, acquisition/integration, resource allocation and field operations. Brandt first joined the team at RCI in 2010. He is a 1995 graduate of Old Dominion University where we earned a degree in Finance. Brandt is also a retired military veteran.

JEREMY CARTER - RVP of Maintenance
Jeremy Carter serves as a Regional Vice President of Maintenance for RCI. Jeremy is a graduate of Auburn University, where he earned a degree in Horticulture and a master's degree in Accounting. He is a licensed Ornamental and Turf Pesticide Applicator for the state of Alabama (OTPS). Jeremy has 20+ years experience in the landscaping industry and has served in various positions such as tech services manager, account manager, branch manager, regional manager, and division manager.

EZEKIEL DAVIS - Regional Manager
Ezekiel has been employed with RCI for 10 years, and has overseen some of the company’s highest profile clients during that time. He has 20 years of experience in both management and the landscape industry.

WILLIE SIMS - Area Manager

Willie Sims serves as an Area Manager for the Orlando market. He has 18 years of landscaping experience with over 12 years spent in management positions, as well as a decade worth of experience in horticultural education. Willie possesses the knowledge, leadership experience, and management skills to maintain service quality. Additionally, Willie is certified with the Louisiana Landscape & Nursery Association.

Skills and Abilities
Twenty years of experience in the landscaping industry, eighteen years of management experience, ability to manage several markets at once.

Professional Experience
Regional Vice President of Maintenance- Rotolo Consultants, Inc.	2024-Current
Alex City, Birmingham, Jackson, Memphis, Nashville, Orlando
Responsibilities include: overseeing the management of the maintenance department, capital expenditures, and financial management.

Division Manager- Rotolo Consultants, Inc.	2021-Current
Alex City, Birmingham, Montgomery, Nashville, and Tuscaloosa
Responsibilities include: maintaining profitability within the Alabama market, customer retention and relationships, training and support for management team, assisting with sales and estimating, project safety, etc.
Regional Director of Maintenance- Landscape Associates	2009-2021
Bessemer, AL
Responsibilities included: overseeing branches in Auburn, Birmingham, Columbus, Montgomery, and Tuscaloosa, leading management teams, obtaining new contracts, logistics, maintaining licenses, develop annual operating budgets, develop sales goals for each market, and oversee hiring of new personnel.
Sales Representative- Regal Chemical Company	2008-2009
Alpharetta, GA
Responsibilities included: developing sales strategies, sales of fertilizer and turf grass chemicals for Alabama market, maintain expense reports and truck inventory, and client communications.
Account Manager- Landscape Associates	2005-2009
Bessemer, AL
Responsibilities included: quality control, meeting enhancement sales goals, being the point of contact for property managers, handling a portfolio of clients, and training supervisors and crewmen.
Education
Master of Science: Accounting	2015
University of Alabama
Birmingham, AL
Bachelor of Science: Horticulture	2003
Auburn University
Auburn, AL

Skills and Abilities
Nineteen years of experience in the landscaping industry, seventeen years of management experience, ability to manage several markets at once.
Professional Experience
Regional Manager- Rotolo Consultants, Inc.	2013-Current Responsibilities include: overseeing all maintenance operations in respective market, create schedules for area managers to execute with their crews, establish and maintain working relationships with clients, provide training for area managers and project managers within market, oversee all equipment and vehicles in inventory, schedule vehicle and equipment maintenance as needed.
Supervisor- Davis Landscaping	2003-2005
Responsibilities: oversaw services on projects all properties, assigned tasks to crew members, provided transportation for crews to sites being serviced
Education
Associate of Arts Degree	2002
Pearl River Community College
Birmingham, AL

Skills: 
18 years of experience in the landscaping industry, with 12 years of experience in management positions.
Experience:
Area Manager - Rotolo Consultants, Inc.	2022- Present
 Manage landscape optimizations to improve efficiency  Execute daily service plans in the field
 Schedule and workload crews to optimize routing density workspace  Organize and plan equipment packages
 Ensure work performed meets company service quality standards  Proactively communicate property issues and upcoming services  Conduct weekly safety meetings with crews
  Coordinate equipment repairs
  Work with regional managers to meet or exceed property GM budgets
Operations Manager - Garden Doctors	2019-2022
  Managed all aspects of landscape installations and lawn maintenance enhancements  Confirm staffing, schedule, payroll, and quality of work delivered in timely manner
  Coordinate materials, tools, equipment and staffed personnel
Horticulture Instructor - Baton Rouge Community College	Since 2013
 Taught license examinations including: Private Applicator, Landscape Horticulture Contractor, Arborist, Ornamental and Turf, Right of Way Industrial Pest Control, Rodent Control, Mosquito Control Applicator, Community Public Health, and Louisiana Nurseryman Certification

Education:
Associate in Horticulture Technology	2006-2008
Hinds Community College - Raymond, MS

RCI anticipates utilizing one (1) crew of three (3) laborers and one (1) supervisor/operator for base maintenance services and additional enhancements upon request. Additionally, RCI will utilize one (1) crew of two
(2) horticulture technicians and one (1) horticulture manager to perform all chemical applications.

Rotolo Consultants, Inc. (RCI) is a first-tier contractor that provides opportunities for professionals to learn, grow, and thrive. RCI is committed to building a team of dedicated professionals ready to impact the commercial landscape industry through dynamic and consistent training, continuing education, and vibrant company culture.

Our staffing practices focus heavily on community engagement to employ the residents of the neighborhoods in which we operate. Our recruiting process includes participation in locally hosted career and college fairs. We consistently place digital advertisements for open positions to platforms like Indeed and social media in addition to local web-based media outlets. RCI has experience hosting independent career fairs to promote employment in the community. In addition to traditional fairs, RCI has created an initiative promote career options with local church congregations and community missions. RCI employs a dedicated recruiting team whose mission is partnership with local colleges and universities to create pipelines for career placement with industry-relevant graduates. Our company is also proud to have established a partnership with the Veteran Affairs employment specialists serving the southeast. Our mission is to employ our nation's veterans after they complete their service. We also participate in the H2B Visa program, with approximately one-third of our employees identifying as Visa workers.

RCI values and prioritizes a diverse and inclusive team as well. Currently, 72% of our workforce is female/Hispanic/African American/Asian/or Native American.

Our expansive footprint proves RCI's ability to recruit, hire, train and retain the necessary number of qualified employees to successfully complete the scope of services set out by the LOLCDD.

STAFFING APPROACH
We create a specific and unique staffing chart for each project, complete with professional resumes and histories of our industry leaders. RCI has developed one of the largest teams of industry professionals in the green industry in the U.S. through diligent recruiting efforts and industry leading employee retention. Following are some specifics relative to RCI staffing procedures relevant to these projects:
Initial Drug Screen - RCI performs an initial drug screening, and also random drug testing throughout employment.

Motor Vehicle Record Check - Performed not only to confirm authorized drivers of company vehicles, but also provides information pertinent to the suitability of employment.

E-Verify - Our team is fully compliant with the E-Verify program.

WORKMAX
RCI currently utilizes Workmax, a state-of-the-art application, using geolocation for clock- in/clock-out times. Crews have the capability to use Workmax on their smartphone without an internet connection. Supervisors are not only able to check their crew in and out at a site but also change the cost code at each site throughout the day. Managers are able to utilize the ability to run reports on many aspects of the crew's day, such as job hours, work hours, and cost code hours. The standardization of equipping each supervisor with a smartphone creates the capability to use other applications to track crew work time and productivity.

RCI is committed to providing quality products and services by incorporating creativity, professionalism, integrity and continuous improvement. In the on- going spirit of partnership, we strive to provide a rewarding atmosphere for our team in order to produce outstanding results for our clients.

Our core values are the key to our success and the reason our clients come back to us again and again, often asking for our senior team members and superintendents by name since 1978.

We conduct our business with honesty, reliability and consistency in order to produce positive results for both our clients and our team members.

We seek innovative solutions for clients via imaginative and unique approaches delivered impeccably by our team of industry professionals.

We are passionate about what we do, and this passion fuels our team to be the best at what we do each and every day for each and every client.

Rotolo Consultants, Inc. (RCI) is a 45-year-old company that has grown from a local plant nursery to one of the top 20 largest commercial landscape companies in the United States and Canada. RCI employs over 1,200 people across the Southeast and provides a range of services, including hardscape and aquatic construction, landscape installation, and turn-key landscape maintenance. RCI currently operates out of 18 cities across six states and has over 1,000 maintenance clients.
RCI has strong relationships with Isuzu, John Deere, and Stihl, which allows the company to purchase equipment at government-level pricing and secure equipment on short notice. RCI also owns over $12 million in equipment, which allows the company to deploy any level of equipment and vehicles required to begin operations immediately. RCI has a bonding capacity of $20MM single job/$60MM aggregate bonding capacity and will be able to secure any bid or performance bonds required.
RCI has the ability and proven track record to quickly staff large-scale operations, including the type of operation that would be required to begin work on your project. RCI always maintains a “bench strength” of management and supervisors to absorb the company's average 10-15% year-over-year growth.
All staff on RCI projects are trained on all equipment they will be utilizing as part of the company's ongoing internal training system. RCI has multiple purchasing agents who will identify and secure all necessary stock, supplies, and inventory prior to the start of a project.
RCI builds the staff and equipment necessary for a quality project into all of its proposals. The company has a retention rate of over 95% on existing landscape maintenance clientele. This is not an accident, but rather the result of proper management and staffing, with checks and controls in place to ensure that every team member is held responsible for their area of work. Most of RCI's management staff have moved up through the ranks of the company, which ensures that clients have a tried and tested team. The average tenure among RCI's senior staff is over 10 years.
RCI also has a fleet of over 300 trucks and numerous pieces of large equipment. We are also an R&D partner with John Deere and Rain Bird, and are a strategic account holder for both companies. RCI remains on the cutting edge of what is happening within the green industry and is ready to offer its clients superior service.
In summary, RCI is a large, well-established company with a proven track record of success. We have the staff, equipment, and expertise to quickly and efficiently staff and execute large-scale projects.

RCI is currently operational out of 20 cities within 6 states in the southeast.

Your Local Office: RCI ORLANDO OFFICE
1733 Benbow Ct
Apopka, FL 32703
( 689 ) 999 - 4782

The key to mitigating damages, claims, or injuries on any project is an appropriate safety and training program. We are proud of our industry-leading safety record, at the heart of our success in this area is a tool utilized on all of our projects that we term our Job Hazard Analysis. This is a report completed prior to the commencement of any services on a project. Our company safety manager, PM, and key staff will complete a thorough inspection of the areas to be serviced and the equipment and vehicles to be utilized. Our Job Hazard Analysis report identifies any safety issues from the basics of proper equipment operation to the details of specific areas that will be worked in and any unique safety issues they may represent. While the analysis is completed on the front end of a project, it is a working tool utilized in our weekly safety meetings and is adjusted and added to as the knowledge of the property and operations increases.
Our weekly safety meetings are designed to discuss and promote safe work conditions for the upcoming weeks' work schedule. This is an added tool to keep the lines of communication open about any existing safety issues.
All of our staff is trained on equipment prior to any operation. We utilize factory training guides, visits by manufacturer’s representatives, and our own experience in completing the requisite training. Each employee’s personnel file is kept up to date with all internal training that has been completed and in no instance is an employee tasked with using a piece of equipment prior to completing the necessary training in safe operation. To further promote safety, RCI has daily equipment, vehicle, and trailer inspection program in place. Our supervisors are responsible for inspecting all the equipment being used for the day prior to the start of work. After inspection, they must complete equipment and vehicle inspection forms that are turned into the project manager.
Our PM and supervisors are responsible for the weekly safety meetings. Various topics are covered and quite often utilize our Job Hazard Analysis. The employees are provided written copies of the meeting's subject matter.

RCI believes chemical safety to be of the utmost importance. All spray team members undergo initial chemical handling and safety classes when hired. RCI uses a combination of classroom and experiential learning followed by an apprenticeship during which the Spray Tech Trainee accompanies an experienced spray tech for a period of one year. RCI uses the ‘National Pesticide Applicator Certification Core Manual’ in the classroom and sends spray techs to educational seminars provided by cooperative extension services and state agricultural departments/bureaus.
Additionally, we offer continuing education classes with opportunities of advancement within the department. Participating employees are issued certificates for continuing education and advancements in their employment files. At present, over half of our staff are state licensed commercial applicators. RCI'S end goal is to have every spray tech become a state licensed commercial pesticide applicator at the Spray Tech 1 level (Supervisor).

RCI PESTICIDE APPLICATION POLICY
RCI follows the principles of Integrated Pest Management (IPM) which employ the use of all suitable pest control methods to keep pest populations below the economic injury level. Methods include cultural practices; the use of biological, physical, and genetic control agents; and the selective use of pesticides to limit environmental impacts. RCI follows all state and federal pesticide laws and abides by the clientele’s directives. Spray techs are required to wear the personal protective equipment (PPE) recommended by the product label and must apply all pesticides in accordance with the label. RCI provides clientele with a written record of all pesticides applied, the rate at which they were applied, the location they were applied, the total amount applied, and the reason they were applied. All records are maintained for on-demand inspection by federal and state regulating agencies as well as clientele.

FERTILIZER AND PESTICIDE APPLICATIONS
Excess fertilizers, herbicides, and insecticides are major sources of nonpoint source pollution. RCI follows sustainable landscape best management practices to reduce the impact of fertilizers and pesticides on the environment. Fertilizer applications are performed by RCI spray techs and specially trained maintenance personnel by hand or calibrated equipment to ensure fertilizers are applied at desired application rates.
Whenever possible fertilizers are applied based on soil test results to ensure that only essential fertilizer applications are made and to prevent overapplication. RCI tailors fertilizer applications to meet landscape needs by utilizing any of the following: organic and conventional fertilizers, sulfur or polymer-coated controlled-release
granular fertilizers, water-soluble and chelated fertilizers. When plants are suspected of having nutritional deficiencies, pictures of the plants are first sent to the RCI corporate horticulturist for verification. The corporate horticulturist will then determine the appropriate course of action, which may include fertility records reviews, investigative site visits, soil sampling and analysis, tissue sampling and analysis, review of test results, and the application of fertilizers and/or soil amendments.

RCI's commitment to quality has earned us a coveted reputation for creating award-winning landscapes for a diverse clientele. Our quality control procedure allows our top-tier staff of division managers, regional managers, area managers, crew leaders, and crew members to work with exceptional quality being the focus in everything they do.
RCI utilizes a multi-step quality control procedure, ensuring every area of a project is thoroughly reviewed. Area managers will be on-site regularly with their staff, and the regional manager will be on site monthly to monitor crew performance. This procedure ensures the proper inspections are being made consistently. Two separate quality inspections are in place, with the first being a weekly inspection. The property's area manager will complete RCI's weekly quality inspection form which will contain a specifically curated list of service details reminding crew leaders to consider quality in every service performed. Once completed, these lists are then provided to the supervisor and filed weekly. After the initial review, a regional manager will review them once again on the 30th of each month. Along with these weekly quality inspections, the property supervisor will walk the property regularly to ensure weekly work is up to the RCI standard.
In addition to the weekly inspections, monthly inspection forms containing a more extensive overview of the property are completed. These monthly inspections provide more detail regarding specific property areas and identify areas that may need more focus. Area managers will complete RCI's quality site evaluation (QSE) each month. This monthly quality inspection will include a client review for project quality, issues/problems, and enhancement opportunities for the site. RCI's quality inspection forms are in place to guarantee employees are constantly reminded to keep their work quality at the forefront. These inspections are available to the property manager at their request. RCI provides complete transparency regarding procedures utilized in managing your property to provide first-rate care.
Along with weekly and monthly quality inspections, RCI will also complete a job hazard analysis (JHA) before beginning work. This analysis aids the team on the ground in identifying potential hazards. RCI management will make constant updates of this analysis as conditions can change.

Please see below for our financial stability letter.

Ron DeSantis, Governor
Melanie S. Griffin, Secretary

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD
THE BUILDING CONTRACTOR HEREIN IS CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 489, FLORIDA STATUTES

ROTOLO, MICHAEL JOSEPH
ROTOLO CONSULTANTS, INC. 38001 BROWNSVILLAGE RD
SLIDELL	LA 70460

EXPIRATION DATE: AUGUST 31, 2024
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.

Ron DeSantis, Governor
Melanie S. Griffin, Secretary

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD
THE IRRIGATION SPECIALTY CONTRACTOR HEREIN IS CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 489, FLORIDA STATUTES

FRAZIER, MICHAEL LESLIE JR
ROTOLO CONSULTANTS, INC. 38001 BROWNSVILLAGE RD
SLIDELL	LA 70460

EXPIRATION DATE: AUGUST 31, 2024
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.
Ron DeSantis, Governor
Melanie S. Griffin, Secretary

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF LANDSCAPE ARCHITECTURE
THE LANDSCAPE ARCHITECT HEREIN HAS REGISTERED UNDER THE
PROVISIONS OF CHAPTER 481, FLORIDA STATUTES

PETERS, MICHAEL GENE
38001 BROWNSVILLAGE RD
SLIDELL	LA 70460

EXPIRATION DATE: NOVEMBER 30, 2025
Always verify licenses online at MyFloridaLicense.com

ISSUED: 11/02/2023
Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.
STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
2601 BLAIR STONE ROAD TALLAHASSEE	FL 32399-0783

Congratulations! With this license you become one of the nearly one million Floridians licensed by the Department of Business and Professional Regulation. Our professionals and businesses range from architects to yacht brokers, from boxers to barbeque restaurants, and they keep Florida’s economy strong.

Every day we work to improve the way we do business in order to serve you better. For information about our services, please log onto www.myfloridalicense.com.
There you can find more information about our divisions and the regulations that impact you, subscribe to department newsletters and learn more about the Department’s initiatives.

Our mission at the Department is: License Efficiently, Regulate Fairly. We constantly strive to serve you better so that you can serve your customers. Thank you for doing business in Florida, and congratulations on your new license!

Ron DeSantis, Governor	Melanie S. Griffin, Secretary
STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION BOARD OF LANDSCAPE ARCHITECTURE
LICENSE NUMBER: LA6667481
THE LANDSCAPE ARCHITECT HEREIN HAS REGISTERED UNDER THE PROVISIONS OF CHAPTER 481, FLORIDA STATUTES

PETERS, MICHAEL GENE 38001 BROWNSVILLAGE RD
SLIDELL	LA 70460
EXPIRATION DATE: NOVEMBER 30, 2025

ISSUED: 11/02/2023
Always verify licenses online at MyFloridaLicense.com Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.

		
BUREAUOFLICENSlNO&ENFORCEMEN'f
3125 CONNER BLVD, BLDO. 8
TALLAHII.SSEE,FLORJDA 32399-16.50

CERTIFICATE OF LIABILITY INSURANCE	DATE (MM/DD/YYYY)
6/27/2023		
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.			
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).			
PRODUCER
Cadence Insurance
4041 Essen Lane, Suite 400 Baton Rouge LA 70809	CONTACT Cheryl Ann Boudreaux
NAME:		
	PHONE	225-336-3245
(A/C, No, Ext):	FAX	225-336-4536
(A/C, No):	
	E-MAIL	cheryl.boudreaux@cadenceinsurance.com
ADDRESS:		
	INSURER(S) AFFORDING COVERAGE	NAIC #	
	INSURER A : Gray Insurance Company	36307	
INSURED	ROTOCON-01
Rotolo Consultants, Inc. 38001 Brownsvillage Road
Slidell LA 70460	INSURER B : Great American E&S Ins. Co.	37532	
	INSURER C : Starstone Specialty Insurance Company	44776	
	INSURER D :		
	INSURER E :		
	INSURER F :		
COVERAGES
CERTIFICATE NUMBER: 146347471
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.												
INSR LTR	TYPE OF INSURANCE	ADDL
INSD	SUBR
WVD	POLICY NUMBER	POLICY EFF
(MM/DD/YYYY)	POLICY EXP
(MM/DD/YYYY)	LIMITS					
A	X	COMMERCIAL GENERAL LIABILITY			XSGL100091	7/1/2023	7/1/2024	EACH OCCURRENCE	$ 1,000,000			
			CLAIMS-MADE  X  OCCUR						DAMAGE TO RENTED
PREMISES (Ea occurrence)	$ 100,000		
	X	 CG 00 01 04 13							MED EXP (Any one person)	$ 5,000			
								PERSONAL & ADV INJURY	$ 1,000,000			
	GEN'L AGGREGATE LIMIT APPLIES PER:						GENERAL AGGREGATE	$ 3,000,000				
		POLICY  X  PRO-	LOC
JECT
OTHER:						PRODUCTS - COMP/OP AGG	$ 3,000,000			
									$			
A	AUTOMOBILE LIABILITY			XSAL100101	7/1/2023	7/1/2024	COMBINED SINGLE LIMIT
(Ea accident)	$ 1,000,000				
	X	ANY AUTO						BODILY INJURY (Per person)	$			
		OWNED AUTOS ONLY HIRED AUTOS ONLY		SCHEDULED AUTOS
NON-OWNED AUTOS ONLY						BODILY INJURY (Per accident)	$	
	X		X							PROPERTY DAMAGE
(Per accident)	$	
											$	
A C		UMBRELLA LIAB
EXCESS LIAB	X	OCCUR CLAIMS-MADE			GXS100273 70892O231ALI	7/1/2023
7/1/2023	7/1/2024
7/1/2024	EACH OCCURRENCE	$ 5,000,000	
	X									AGGREGATE	$ 5,000,000	
		DED		RETENTION $							$	
A	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	Y / N
ANYPROPRIETOR/PARTNER/EXECUTIVE	N
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below	

N / A		GWC100307FL	7/1/2023	7/1/2024	X	PER
STATUTE		OTH-
ER	FLORIDA	
							E.L. EACH ACCIDENT	$ 1,000,000				
							E.L. DISEASE - EA EMPLOYEE	$ 1,000,000				
							E.L. DISEASE - POLICY LIMIT	$ 1,000,000				
B	Cont&Site Pollution/Professional			PCME56604803	7/1/2023	7/1/2024	2,000,000 Per Occ	2,000,000 Agg				
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
Subject to policy terms, conditions and exclusions; the certificate holder shall be considered an Additional Insured on a Primary and Non-Contributory basis in respects to General Liability (Additional Insured Form Includes Completed Operations), Automobile Liability and Excess policies when required by written contract or agreement with a Waiver of Subrogation granted in their favor in respects to General Liability, Automobile Liability, Worker’s Compensation, and Excess policies when required by written contract, but only to the extent of the Named Insured’s obligation to indemnify, defend and/or hold harmless the certificate holder when required by written contract.
Auto Physical Damage is included on the auto policy referenced above with a $5,000 physical damage deductible. See Attached...												
CERTIFICATE HOLDER	CANCELLATION

ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
AGENCY CUSTOMER ID: ROTOCON-01
LOC #: 	

ADDITIONAL REMARKS SCHEDULE	Page

1	of	1

AGENCY	NAMED INSURED		
Cadence Insurance	Rotolo Consultants, Inc. 38001 Brownsvillage Road		
			
POLICY NUMBER	Slidell LA 70460		
CARRIER	NAIC CODE		
		EFFECTIVE DATE:	
ADDITIONAL REMARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,
FORM NUMBER:	25
FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE
Blanket Alternate Employer is included on the Worker’s Compensation policy when required by written contract or agreement. Excess Policies are follow form in respects to General Liability, Auto Liability and Workers Compensation.

ACORD 101 (2008/01)

© 2008 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD

STATE OF
AFFIDAVIT REGARDING PROPOSAL
Louisiana
COUNTY OF St. Tammany Parish

Before me, the undersigned authority, appeared the affiant,
Brian Rotolo
, and

having taken an oath, affiant, based on personal knowledge, deposes and states:
I am over eighteen (18) years of age and competent to testify as to the matters
contained herein. I serve in the capacity of
CFO
for
Rotolo Consultants, Inc.

(“Proposer”), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer’s proposal (“Proposal”) provided in response to the Live Oak Lake Community Development District’s (“District”) request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.

The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual’s Table of Contents, as well as the receipt of the following Addenda:

Addendum No.	1
Addendum No.	2
dated dated
3/15/2024
3/15/2024

Addendum No.	dated

Addendum No.	dated

By signing below, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer has waived any right to challenge any matter
IV. AFFIDAVIT REGARDING PROPOSAL	1
4876-9932-0876.5
relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.
The Proposer authorizes and requests any person, firm or corporation tofurnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

Under penalties of pe1jury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and correct.
Dated this	20th	day of	March	,2024.

Proposer: Kqto10 l.-onsui)Jlnts, Inc.

STATEOF	LA	
COUNTY OF ¼-"Yltn4"'Y

The foregoing instruwent was acknowledged before me by means of ical _E!·e ence or 0 online notarization this	day of  YY\r.J:\ clh	, 2024, by l,riu,I"\\,C)	of
 b¾\t:>	\l\ ,who	is	personally	known	to	me	or	D	who	has	produced
		as identification, and191:fidor D did not take the oath..
	''/	

Print Name:	Julie C. Fla11aga11#12204 Commission No.: . I..A Civil Law Notary Public My Commission Expires: St. iammanyParish, LA
Mv commission is for life

AFFIDAVIT REGARDING PROPOSAL	2
4876-9932-0876.5
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services – Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District

FROM:
Rotolo Consultants, Inc.

(Proposer)
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual. Proposal Form Contents:
Proposal Summary
Part I – General Information
Part II – Personnel and Equipment Part III – Experience
Part IV – Pricing Signature Page

V. PROPOSAL FORMS	1
4876-9932-0876.5

PROPOSAL FORM PROPOSAL SUMMARY SHEET

I  Brian Rotolo	REPRESENTING Rotolo Consultants, Inc.
'-----------
Company and/or Corporation ("Proposer"), agree to furnish the services required in the
scope/specifications at the following prices:

I. Contract Proposal Amount: (Please provide an average of all five years of pricing)

Annual Total, Year 1:
$ 221, 79.75

$	216,025.66

Annual Total, Year 2:	$	216,025.66		

Annual Total, Year 3:	
$ 220,346.18		
Annual Total, Year 4:	$ 224,753.10		

Annual Total, Year 5:	
$ 229,248.16		
II.	Proposer Information

NAME OF PROPOSER:	

Rotolo Consultants, Inc.		
ADDRESS: 38001 Brownsvillage Rd., Slidell, LA
PHONE:	(985) 643 - ];,,427	¾

FAX:

(985) 6443 - 2691
SIGNATURE:		•		
7	
PRINTED NAME: Brian Rotolo

TITLE: DATE:
CFO 3/20/2024

V. PROPOSAL FORMS	2
4876-9932-0876.5
PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:

Proposer Name

Street Address
Rotolo Consultants, Inc. 38001 Brownsvillage Rd.
P. O. Box (if any)
N/A

City  Slidell	 State  LA	 Zip Code
70460

Telephone
(985) 643 - 2427
Fax no.
(985) 643 - 2691

1st Contact Name 2nd Contact Name
Brian Rotolo
Michael Rotolo
Title Title
CFO

President

Parent Company Name (if any)
N/A

Street Address
N/A

P. O. Box (if any)
N/A

City
N/A
State
N/A
Zip Code
N/A

Telephone
N/A
Fax no.
N/A

1st Contact Name 2nd Contact Name
Company Standing:
N/A N/A
Title Title
N/A

N/A

Proposer’s Corporate Form:
Corporation

(e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized?  Louisiana	
Date
12/12/1994

Is the Proposer in good standing with that State? Yes  X  No 	

If no, please explain
N/A

V. PROPOSAL FORMS	3
4876-9932-0876.5
Is the Proposer registered with the State of Florida, Division of Corporations and
authorized to do business in Florida? Yes X	No
If no, please explain
N/A

What are the Proposer’s current insurance limits?

General Liability	$ 1,000,000	
Automobile Liability	$ 1,000,000		
Workers Compensation	$ 1,000,000		
Expiration Date	 7/1/2024		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
FL Contractor's License
FL Pesticide Applicator's License FL Fertilizer Applicator's License

FL Irrigation Controller License FL Landscape Architect License

V. PROPOSAL FORMS	4
4876-9932-0876.5
PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office, which would perform work for the District.

Street Address
1733 Benbow Ct., Suite 1

P. O. Box (if any)
N/A

City
Apopka
State  FL
Zip Code
32703

Telephone
(689) 999 - 4782
Fax no.
N/A

1st Contact Name 2nd Contact Name
Ezekiel Davis Willie Sims
Title Title
Regional Manager Area Manager
Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:
1	Supervisors, who will be onsite  3 days per week;
	2		Technical personnel, who will be onsite	1 days per month; and
	3		Laborers, who will be onsite  3 days per week.

Officers and Supervisory Personnel – Please complete the pages that follow at the end of this Part regarding the Proposer’s Officers and Supervisory Personnel, and attach resumes for any individuals listed.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant fields of expertise? Yes    No    If yes, please provide the following information for each person (attach additional sheets if necessary):
Name: David Doggett

Position / Certifications: Horticulture Manager/FL Pesticide Applicator's License

Duties / Responsibilities: Overseeing Horticultural Chemical Application	
% of Time to Be Dedicated to This Project:  25	%

Please describe the person’s role in other projects on behalf of the Proposer:
Project Name/Location:
Central FL Tourism Oversight District - Section 26 WD North Phase II
Contact: Jessie Burns	 Contact Phone:
321 - 395 - 1590

Project Type/Description:
Bed maintenance and mowing along interstate

V. PROPOSAL FORMS	5
4876-9932-0876.5
Duties / Responsibilities:  Horticultural chemical application to beds and turf	
Dollar Amount of Contract:
$460,712.61

Proposer’s Scope of Services for Project: Mowing, detailing, bed maintenance, irrigation, horticultural application, mulch replacement

Dates Serviced:  2024 - Ongoing	

Subcontractors – Does the Proposer intend to use any subcontractors in connection with
the work? Yes  X  No 	 For each subcontractor, please provide the following
information (attach additional sheets if necessary):

Subcontractor Name
Enviro Tree Service

Street Address
3202 Phils Ln

P. O. Box (if any)
N/A

City  Apopka	 State FL	Zip Code 32712

Telephone  (407) 574 - 6140	Fax no.
N/A

1st Contact Name 2nd Contact Name
Kyle Thornton N/A
Title Title
Account Manager N/A
Proposed Duties / Responsibilities:
Palm Pruning

Please describe the subcontractor’s role in other projects on behalf of the Proposer:
Project Name/Location: Central FL Tourism Oversight District - Section 26 WD North Phase II
Contact: Jessie Burns	 Contact Phone:
321 - 395 - 1590

Project Type/Description: Bed maintenance and mowing along interstate
Dollar Amount of Contract:
$460,712.61

Proposer’s Scope of Services for Project:
Mowing, detailing, bed maintenance, irrigation,

horticultural application, mulch replacement

Dates Serviced:
2024 - Ongoing

V. PROPOSAL FORMS	6
4876-9932-0876.5
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the Proposer’s personnel who will be involved with this project, and provide proof thereof to the extent permitted by law:
 Background checks performed on all employees, E-Verify and drug testing both required
for condition of employment

Equipment – Please complete the pages that follow at the end of this Part regarding the Proposer’s Equipment that will be used in connection with this project.

V. PROPOSAL FORMS	7
4876-9932-0876.5
PROPOSER: Rotolo Consultants, Inc.
OFFICERS
DATE: 3/21/2024
Provide the following information for key officers of the Proposer and parent company, if any.
NAME	POSITION OR TITLE	

RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	
Keith Rotolo	COB/Owner	General Oversight	Mandeville, LA	
Michael Rotolo	President/COO	General Oversight	Covington, LA	
Brian Rotolo	CFO	Financial Oversight	Mandeville, LA	
Brandt Martin	COO of Maintenance	General Oversight of Maintenance	Ocean Spring, MS	

FOR PARENT COMPANY (if applicable)				
N/A	N/A	N/A	N/A	

				

V. PROPOSAL FORMS	8
4876-9932-0876.5

PROPOSER: Rotolo Consultants, Inc.
SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK

DATE: 3/21/2024

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT / # OF DAYS ON-SITE
PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	
Ezekiel Davis	Regional Manager	Onsite Representative/ Point of Contact	Orlando, FL	25%/1 day per month	10	20	
Willie Simms	Project Manager	Operational Oversight	Orlando, FL	25%/1	2	20	
Victor Lopez	Supervisor	Quality Control/Customer Satisfaction	Orlando, FL	25%/3	1	5	

							

							

V. PROPOSAL FORMS	9
4876-9932-0876.5
PROPOSER: Rotolo Consultants, Inc.
COMPANY OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK
DATE: 3/21/2024

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	
STORAGE AND WORK SITE LOCATIONS	
1	60" John Deere Zero Turn Mower	4	1733 Benbow Ct, Apopka, FL	
1	72" John Deere Zero Turn Mower	4	1733 Benbow Ct, Apopka, FL	
2	Stihl String Trimmer	4	1733 Benbow Ct, Apopka, FL	
2	Stihl Edger	4	1733 Benbow Ct, Apopka, FL	
2	Stihl Backpack Blower	4	1733 Benbow Ct, Apopka, FL	
1	Ford F-250 Truck	4	1733 Benbow Ct, Apopka, FL	
1	Izuzu Box Truck	4	1733 Benbow Ct, Apopka, FL	
2	Z-Sprayer	4	1733 Benbow Ct, Apopka, FL	

				

V. PROPOSAL FORMS	10
4876-9932-0876.5
PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously?
Yes  X 
No 	
If yes, please provide the following information for each project (attach additional sheets if necessary):
Project Name/Location:
Panama City Beach
Contact:
Wyatt Rothwell
Contact Phone:
850 - 233 - 5100

Project Type/Description:
Municipal common areas

Dollar Amount of Contract:
$232,339

Scope of Services for Project:  Mowing, detailing, bed maintenance, horticultural chemical applications, irrigation maintenance, mulch replacement, palm pruning

Dates Serviced:
2020 - Current

List the Proposer’s total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:
2023 = $120,001,620
2022 =
2021 =
$101,516,449
$86,003,862
Please provide the following information for each project that is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as well. Attach additional sheets if necessary.

Project Name/Location: Contact: John Miller
Camp Creek
Contact Phone:

850 - 381 - 0537

Project Type/Description:
Common areas in residential community

Dollar Amount of Contract:
$65,557

How was the project similar to this project?  Contract consisted of common areas in a	 Florida residential community requiring split scopes for ponds and other turf areas as
well as irrigation

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing, detailing, bed maintenance,

V. PROPOSAL FORMS	11
4876-9932-0876.5
irrigation, mulch replacement, fertilization, weed control, insect control

List of equipment used on site:

Zero-turn mowers, stick edgers, backpack blowers,

spraying packs, small equipment

List of subcontractors used:
Swift Pine Straw

Is this a current contract? Yes  X  No 	
Duration of contract:  2023 - Ongoing	

(Information regarding similar projects – continued)
Project Name/Location: Latitude Margaritaville
Contact: Hannah Bowyer
Contact Phone:
850 - 499 - 0322

Project Type/Description:
Common areas in residential community

Dollar Amount of Contract:
$2,026,904

How was the project similar to this project?
Contract consisted of common areas in a

Florida residential community including irrigation maintenance

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing, detailing, bed maintenance,

multi trunk pruning, irrrigation, mulch replacement, fertilization, weed control

List of equipment used on site:
Zero-turn mowers, stick edgers, backpack blowers,

spraying packs, small equipment

V. PROPOSAL FORMS	12
4876-9932-0876.5
List of subcontractors used:
Swift Pine Straw, Florida Select

Is this a current contract? Yes  X  No 	
Duration of contract:  2023 - Ongoing	

(Information regarding similar projects – continued)
Project Name/Location: Seaside	
Contact: Angel Selvey
Contact Phone:
850 - 231 - 1551

Project Type/Description:
Common areas in residential community

Dollar Amount of Contract:
$226,107

How was the project similar to this project?
Florida residential community
Contract consisted of common areas in a

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing, detailing, bed maintenance, 

irrigation, mulch replacement, fertilization, weed control

List of equipment used on site:  Zero-turn mowers, stick edgers, backpack blowers,	 spraying packs, small equipment

List of subcontractors used:
N/A

Is this a current contract? Yes  X No 	

Duration of contract:
2021 - Ongoing

V. PROPOSAL FORMS	13
4876-9932-0876.5
(Information regarding similar projects – continued)
Project Name/Location: Village of Baytowne Wharf
Contact: Alan Meyers
Contact Phone:
850 - 259 - 3741

Project Type/Description:
Common areas in residential community

Dollar Amount of Contract:
$146,237

How was the project similar to this project?  Contract consisted of common areas in a	 Florida residential community

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing, detailing, bed maintenance,

irrigation maintenance, horticultural chemical application, mulch replacement

List of equipment used on site:
Zero-turn mowers, stick edgers, backpack blowers,

spraying packs, small equipment

List of subcontractors used:  N/A	

Is this a current contract? Yes  X  No

Duration of contract:
2022 - Ongoing

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any landscape or irrigation installation or maintenance
contract within the past 5 years? Yes 	 No	X	For each such incident, please provide
the following information (attach additional sheets as needed):

Project Name/Location: N/A	
Contact: N/A
Contact Phone:
N/A

Project Type/Description: N/A
Dollar Amount of Contract:
N/A

V. PROPOSAL FORMS	14
4876-9932-0876.5
Scope of Services for Project:
N/A

Dates Serviced: N/A
Reason for Termination: N/A

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes 	 No  X 

If yes, please describe each violation, fine, and resolution
N/A

What is the Proposer’s current worker compensation rating?
0.84

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes  X 
No 	

If yes, please describe each incident
to end of proposal.
Incidents outlined in OSHA compliance forms attached

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No  X 	If yes, please provide:
The names of the entities N/A
The state(s) where barred or suspended

N/A

The period(s) of debarment or suspension N/A

Also, please explain the basis for any bar or suspension:
N/A

V. PROPOSAL FORMS	15
4876-9932-0876.5
List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.
N/A

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_) No (X_) If yes, provide the following:

Identify the Case # and Tribunal:
N/A

Describe the Nature of the Action: N/A

Describe the Proposer’s Role in the Action and Describe the Status and/or Resolution:
N/A

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors executed an assignment for the benefit of creditors within the past 10 years? Yes (_) No (X_) If yes, please explain:
N/A
V. PROPOSAL FORMS	16
4876-9932-0876.5

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g., failing to pay subcontractors or materialmen) within the past 10 years? Yes (_) No (X_) If yes, please explain:
N/A

V. PROPOSAL FORMS	17
4876-9932-0876.5
PROPOSAL FORM PART IV - PRICING
NOTE: This pricing form is intended to cover pricing for the initial one-year term of the contract and any potential renewal terms. It is assumed that prices will remain the same through each of the four potential annual renewal terms unless Proposer provides otherwise in the pricing form.
Please complete the Pricing Form on the following page or, alternatively, in the Excel Pricing Form provided as part of the Project Manual package (collectively, the “Pricing Form”). The District reserves the right to reject any and all proposals, in its sole and absolute discretion, that make modifications to the Pricing Form, as it is deemed in the best interests of the District.

V. PROPOSAL FORMS	18
4876-9932-0876.5
Live Oak Lake CDD Landscape Fee Summary

Contractor: Rotolo Consultants, Inc.	Property: Live Oak Lake CDD

Address: 38001 Brownsvillage Rd.	Address:	219 E. Livingston St.
Slidell, Louisiana, 70460
Orlando, Florida, 32801
Phone: 985-643-2427	Phone: 407-750-3599
Fax: 985-643-2691
Contact: Ryan Rotolo	Contact: JWright@gmscfl.com
Email: maintenance@rotoloconsultants.com	Email:

	JAN	FEB	MAR	APRIL	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL	
GENERAL SERVICES
(Schedule A) - Mowing/Detailing	
7,623	
7,623	
11,434	
15,245	
19,057	
15,245	
15,245	
19,057	
15,245	
7,623	
11,434	
7,623	
$152,453	
TURF CARE
(Schedule B)
Bahia/St Augustine Fert	
7,870		
14,877		
8,869					
7,291			
$38,907	
TREE/SHRUB CARE
(Schedule C)
Tree/Shrub Fert			
1,560	
981	
1,504	
925	
1,423	
844		
1,288		
1,197	
$9,720	
BED DRESSING - Estimate mulch yds (Schedule E - B.)
Per Yard Pricing: $47.30 / Cu Yd					
6,847
Mulch Yds: 145						
6,847
Mulch Yds: 145		
$13,695	
PALM TRIMMING
(Schedule E - C.)
Per Palm Price: $57.14			
9,086					
9,086					
$18,171	
		Palm Count: 159			Palm Count: 159									
ANNUAL CHANGES - None at this time
(Schedule E - A. )
Per Annual Pricing: N/A													
$0

$14,946	
IRRIGATION MAINT.
(Schedule D)		
1,495	
1,495	
1,495	
1,495	
1,495	
1,495	
1,495	
1,495	
1,495	
1,495			

TOTAL FEE PER MONTH:	
$15,493	
$9,117	
$38,452	
$17,721	
$37,771	
$17,664	
$18,162	
$30,480	
$16,740	
$17,696	
$19,776	
$8,820	
$247,892	

Flat Fee Schedule	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$20,658	$247,892	

Initials	 	
PROPOSAL FORM SIGNATURE PAGE

Under penalties of pe1jury under the laws of the State of Florida, I represent that l have authority to  sign  this  Proposal  Form  (including  Parts  I  through  IV)  on  behalf  of Rotolo Consultants, Inc.	("Proposer") and declare that I have read the foregoing Proposal Form (including Parts I through IV) and that all of the questions are fully and completely answered, and all of the information provided is true and correct.

Dated this	21st	day of	March	, 2024.

STATEOF	L
COUNTY OF ?t  \Q.w->Mitri\{
The foregoing instrument was sworn to (or affimied) and subscribed before me bY. means of O physical presence orrr qnline notarization this 2\*day of	MCJ\,cP1		, 2024, by		"I	;t,	of o¼\c  Con.',\4\ j} &::,  who	is	rn----'"personally	known	to		me	or	O		who		has	 prodqce,d
-	as identification, and &rilid or O did not take the oath.

StWublic ta		/
Print Name:	1
Commission No.:	Julie C. Flanagar.i # 12204
My Commission Expires: I.A C1vtl Law Notary Public
St. Tammany Parish, LA,. My commission is for life

PROPOSAL FORMS	22
4876-9932-0876.5
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.

Name of Proposer:
Rotolo Consultants, Inc.

I am authorized to make this affidavit on behalf of my firm and its owner, directors, and officers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing

I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections (“Public Integrity Laws”):
Section 287.133, Florida Statutes, titled Public entity crime; denial or revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District (“Prohibited Criteria”).
I understand that the Public Integrity Laws apply to the bidding documents applicable to the District’s Request for Proposals for Landscape and Irrigation Maintenance Services Project (“Project”) and the contract to be executed in connection with the Project.
Based on information and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
X  Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.

The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	1
4876-9932-0876.5
If this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or by attaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer’s alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the term of the contract.

E-Verify

I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida’s E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security’s E- Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
I understand that, if there is a good faith belief that one of our subcontractor(s) has knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

The price(s) and amount(s) of in our proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the price(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person who is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt has been made or will be made to induce any firm or persons to refrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or other form of complementary proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any firm or person to submit a complementary or other noncompetitive proposal.
Our firm, its affiliates, subsidiaries, officers, director, and employees are not currently under
investigation, by any governmental agency and have not in the last 3 years been convicted or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

I state that I and the named firm understand and acknowledge that the above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facts relating to the submission of proposals for this work.

 .	 		Brian Rotolo, CFO
/signature '6f Authorized Signatory of Proposer

Sworn before me on  ar l\	.2024
 ""	  uL,,,,._	
Julie C. Flanagan #12204 LA Civil Law Notary Public St. Tammany Parish, LA My commission is for lite

Notary Public Signature

Notary Stamp

VT. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	3
4876-9932-0876.5
Live Oak Lake Community Development District

Addendum #1
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

01: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

02: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental Irrigation Specification for Component D"

03: Are vendors allowed to attend the meeting on April 3rd, 2024.

A3: COD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org, when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

04: Please provide an overall palm count broken down by palm type.

A4: It is expected that any potential bidder will inspect the property, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

05: Please provide an irrigation zone count.
AS: The East I West controller has 59 stations, the North I South controller has 64 stations

06: Please delineate areas sodded with St Augustine, Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In general, there is bahia sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

07: Please provide all mulch types used on the property and locations where each will be used.

A7: Chocolate Cypress Mulch is the preferred mulch for the property This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property

08: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK",
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECT' refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent working out of the year, including on unrelated projects?

AB: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.

09: On Proposal Form Part Ill - Experience, is a full list of work performed for community development districts required? Should examples listed be restricted to a certain area, time period, or size of project performed?

A9: The experience list should include all CDD's that the contractor has serviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

010: On Proposa Form Part Ill - Experience, p ease provide specific requirements for projects "similar to this project" beyond the requirement that they also include irrigation maintenance

A10: Page 9, section 20 of the RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We understand that not every contractor will have experience with working for CDD's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

011: On Proposal Form Part IV - Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However, the specifications include additional requirements for turf care under Component "B" beyond fer iza on including insecUdisease control. Shou d these addi ona services be included in the pricing under "TURF CARE" or elsewhere?

A11: This pricing should be included in the "TURF CARE" section on the fee summary schedule.

012: _On Proposal Form Part IV - Pricing, a subheading on the field 'TREE/SHRUB CARE" speci es "Tree/Shrub Fert". However, the speci ca ons include addi ona requirements for bed care under Component "C" beyond fer liza on including insect/disease contr I. Should these additional services be included in the pricing under "TREE/SHRUB CARE" or elsewhere?

A12: This pricing should be included in the "TREE/SHRUB CARE" section.

013: _Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additiona bi ab e services? Wi these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?

A13: Yes, any irrigation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
Rotolo Consultants, Inc.

SIGNATURE:
	Brian Rotolo, CFO	
DATE:  3/22/2024	

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

Addendum #2
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental COD Irrigation Spec Component D" when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
Rotolo Consultants, Inc.

SIGNATURE:
Brian Rotolo, CFO

DATE:

ADDENDUM #2 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
3/22/2024

OSHA's Form 300A (Rev. 01/2004)
Summary of Work-Related Injuries and Illnesses

Year	2019

U.S. Department of Labor
Occupational Safety and Health Administration

All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete

Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0."

Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms.

Form approved OMB no. 1218-0176

Total number of deaths
Total number of cases with days away from work
Total number of cases with job transfer or restriction
Total number of other recordable cases
0	4	8	1
(G)	(H)	(I)	(J)

Total number of days away from work
Total number of days of job transfer or restriction
	435			483	
(K)	(L)

Total number of…
(M)
(1) Injury		13		(4) Poisoning		0		
(2) Skin Disorder		0		(5) Hearing Loss		0		
(3) Respiratory
Condition	
	0		
(6) All Other Illnesses	
	0		

Post this Summary page from February 1 to April 30 of the year following the year covered by the form

Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office.

OSHA's Form 300A (Rev. 01/2004)
Summary of Work-Related Injuries and Illnesses

Year	2020

U.S. Department of Labor
Occupational Safety and Health Administration

All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete

Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0."

Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms.

Form approved OMB no. 1218-0176

Total number of deaths
Total number of cases with days away from work
Total number of cases with job transfer or restriction
Total number of other recordable cases
0	1	2	0
(G)	(H)	(I)	(J)

Total number of days away from work
Total number of days of job transfer or restriction
	68			106	
(K)	(L)

Total number of…
(M)
(1) Injury		3		(4) Poisoning		0		
(2) Skin Disorder		0		(5) Hearing Loss		0		
(3) Respiratory
Condition	
	0		
(6) All Other Illnesses	
	0		

Post this Summary page from February 1 to April 30 of the year following the year covered by the form

Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office.

OSHA’s Form 300A (Rev. 04/2004)
Summary of Work-Related Injuries and Illnesses
Year 2021

U.S. Department of Labor
Occupational Safety and Health Administration

All establishments covered by Part 1904 must complete this Summary page, even if no work-related injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete and accurate before completing this summary.
Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the Log. If you had no cases, write “0.”
Employees, former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR Part 1904.35, in OSHA’s recordkeeping rule, for further details on the access provisions for these forms.

Form approved OMB no. 1218-0176

Total number of deaths
Total number of cases with days away from work
Total number of cases with job transfer or restriction
Total number of other recordable cases
0	1	2	0
(G)	(H)	(I)	(J)

Total number of days away from work
Total number of days of job transfer or restriction
79	230
(K)	(L)

Total number of . . .
(M)
Injuries

	3		(4) Poisonings		0	
Skin disorders	0

Respiratory conditions	0
Hearing loss	0

All other illnesses	0

Post this Summary page from February 1 to April 30 of the year following the year covered by the form.
Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instructions, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any other aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistical Analysis, Room N-3644, 200 Constitution Avenue, NW, Washington, DC 20210. Do not send the completed forms to this office.

OSHA's Form 300A (Rev. 01/2004)
Summary of Work-Related Injuries and Illnesses

Year	2022

U.S. Department of Labor
Occupational Safety and Health Administration

All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete

Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0."

Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms.

Form approved OMB no. 1218-0176

Total number of deaths
Total number of cases with days away from work
Total number of cases with job transfer or restriction
Total number of other recordable cases
0	1	1	0
(G)	(H)	(I)	(J)

Total number of days away from work
Total number of days of job transfer or restriction
	180			35	
(K)	(L)

Total number of…
(M)
(1) Injury		2		(4) Poisoning		0		
(2) Skin Disorder		0		(5) Hearing Loss		0		
(3) Respiratory
Condition	
	0		
(6) All Other Illnesses	
	0		

Post this Summary page from February 1 to April 30 of the year following the year covered by the form

Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office.

OSHA's Form 300A (Rev. 01/2004)
Summary of Work-Related Injuries and Illnesses

Year	2023

U.S. Department of Labor
Occupational Safety and Health Administration

All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete

Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0."

Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms.

Form approved OMB no. 1218-0176

Total number of deaths
Total number of cases with days away from work
Total number of cases with job transfer or restriction
Total number of other recordable cases
0	1	0	0
(G)	(H)	(I)	(J)

Total number of days away from work
	180	
Total number of days of job transfer or restriction

	0	
(K)	(L)

Total number of…
(M)
(1) Injury		1		(4) Poisoning		0		
(2) Skin Disorder		0		(5) Hearing Loss		0		
(3) Respiratory
Condition	
	0		
(6) All Other Illnesses	
	0		

Post this Summary page from February 1 to April 30 of the year following the year covered by the form

Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office.

SECTION f
Uniting partners through exceptional
landscape services

Live Oak Lake Community Development District

3/22/24
Pricing Valid for 90 Days Upon Receipt

3/18/2024

Live Oak Lake Community Development District c/o Government Management Services.

RE: Landscape Maintenance & Irrigation Proposal

Dear Jarett Wright

Thank you for considering United Land Services as your landscape maintenance service provider. We sincerely appreciate every opportunity presented to build a lasting relationship with our clients. Our proposal has been uniquely crafted to address your community’s specific needs and expectations. We call this your Community Road Map™ because it was designed to illustrate the steps to take your community from its current state to one your residents will be proud of for years to come.

Included in your Community Road Map™ you will find the following sections:

Company History: Information about our company’s experience, capabilities and core values.

Development Strategy: Our transition plan includes the actions we will take in the first 30/60/90 days of service to improve both your specific areas of concern and items we have noted during our inspection that will provide an immediate impact to the appearance of the property.

Scope of Services Summary: This section outlines our scope of services, derived from industry established Best Management Practices and our years of experience in the field.
Agreement & Investment: Our service agreement and pricing for the services we’ll provide to your
property.

If you have any questions after reviewing our proposal, please do not hesitate to contact me at any time. I am
always available to provide solutions and discuss any aspect of property’s needs directly.

Sincerely,

Luke Blackson
Business Development Manager
United Land Services lblackson@unitedlandservices.com

Company History, Experience & Services

Table of Contents

Company History, Experience, and Services
Development Strategy
Reporting
Certifications
Financial Capacity
Leadership Resumes
Equipment
Book of Work
Scope of Services Summary
Approach to Scope of Services
Bid Forms
Price Proposal
Signed Addendums

Company History

Field Support Office
12276 San Jose Blvd Jacksonville, FL 32223
(904) 829-9255

Total Number of Employees
1400+
Additional Areas Served
Alabama Montgomery
Florida
Central Florida Ocala
Ft. Peirce Fernandina Beach Tampa Bradenton Jacksonville,
Ft. Lauderdale Panama City West Palm
North Carolina
Greensboro Charlotte
Our History

How It All Started
Raleigh
Georgia Savannah Atlanta
The Company was founded by Bob Blandford in 2001 as United Landscapes, a name that has come to be synonymous with best-in-class landscape design, installation and maintenance services across the Jacksonville and
St. Johns County area. Today, the Company has over 1400 employees working daily with hundreds of commercial customers throughout Florida. Each location is capable of independently managing and enhancing a variety of complex landscape projects.
Services Offered & Approach
At United Land Services, we meet the highly specific needs of our clients by offering a comprehensive selection of services — from the design to the installation to the ongoing maintenance. Our landscape service divisions are equipped to handle a wide variety of properties, including masterplan communities, condominiums, golf clubs, office complexes, retail establish- ments and	resorts. We perform these	services with your distinct needs at the forefront of everything we do. We are local owners and operators committed to delivering excellent service at the highest levels of quality and craftsmanship.
United Land Services takes a proactive approach when it comes to the landscape. We become trusted partners for all your landscape needs while providing quality landscapes in line with University of Florida Best Management Practices.

Products & Services
We Are Your All-Inclusive Service Provider

Landscape Maintenance
Our crews will arrive on schedule, work on your property conscientiously and respectfully, and always leave your landscape looking beautiful and tidy.
Outdoor Lighting
Landscape lighting can
increase your property’s safety, make it easier to navigate, and allow clients, residents, and guests to
enjoy it late into the evening.
Commercial Installation
We provide large scale Commercial Landscape and Irrigation Installation at the highest level. From initial design through value engineering and buildout.
Sod Installation
United takes your lawns from withering to wonderful. We offer expert sod-laying and seeding services as well as over-seeding to thicken up your turf.

			

Landscape Design
The design and planning phase is critical to a success- ful project. Our design team offers complete landscape architecture services that ensure a seamless process and a beautiful final product.
Irrigation Systems
Enjoy lush lawns, healthy trees and gardens for the entire growing season, without having to lift a finger.
Hardscapes
Our crews will arrive on schedule, work on your property conscientiously and respectfully, and al- ways leave your landscape looking beautiful and tidy.
Driveways & Entranceways
Welcome clients, customers, residents and guests to your property with a well-kept and attractive entrance.

Irrigation Experts
Your Team of Certified & Licensed Specialists

Installation, Maintenance & Repairs
Installation - At United Land Services, our irrigation experts are certified and licensed to install the most sophisticated, water wise irrigation systems. Our team has had over 25 years of installing systems across the Southeast.

Maintenance - Monthly irrigation inspections and adjustments keep your system performing effectively and efficiently. United Land Services conducts routine wet checks with monthly reports to ensure proper coverage is being maintained to protect your investment.

Improvements - Whether you have an old or new irrigation system, you can trust United Land Services to conduct a full audit and clearly communicate any deficiencies found to be repaired. Our team is ready to serve you.

Agronomics Program
Certified Pest Control Operators

Fertilization, Pest Control & Agronomy Management
Fertilization - We understand the importance of curb appeal. We also understand that investing in the correct agronomics plan is an investment in your community. United Land Services takes pride in operating the fertilization and pest control throughout the Southeast

Pest Control - United Land Services has developed a reputation for creating and maintaining thriving landscape environments for the Southeast’s most demanding clients.

Agronomy Management - We have a catered approach to all of our property’s because not one size fits all. Our certified pest control specialists will customize an integrated plan to keep your community flourishing.

Hurricane Preparedness
Plan of Action

United Land Services is able and ready to handle any and all necessary storm cleanup related work. We address the cleanup & remediation process in a three phase approach to get customers back online quickly.

Phase 1
Phase 1 to begin immediately following the storm once safe and legal for our team to do so. Our main goal is to create as safe an environment as possible.
Clear main entrances of any obstructions inhibiting traffic.
Clear secondary roadways of any obstructions inhibiting traffic.
Clear parking areas located at common areas and common area struc- tures.
Clear sidewalks, walking paths and thorough- fares in common areas
Phase 2
Assessment of total clean-up needed and associated total costs of Phases 1-3.
Removal of any debris generated and stock- piled from Phase 1 upon ap- proval.
Clearing and removal of debris from common
Area parks, dog parks and playgrounds upon approval. Phase 3
Clear and remove debris from turf and landscape areas.
Post storm tree work to remove “hangers”,

Prioritizing Safety
Minimizing Risks

With safety as our top priority, United Land Services continually updates its trainings, communications, and assessments to ensure that team members are prepared to perform their jobs with minimal risk to themselves or
others.
Our dedicated safety officers conduct regular inspections to ensure employees maintain professional behavior and remain
alert to all potential hazards.

Strict Compliance to OSHA Regulations
Dedicated Safety Officers
Weekly Safety Meetings
Annual Safety Rodeo with
Industry Safety Experts
Personal Protection Equipment Requirements
Ongoing MVR Tracking and Reporting
Post Accident Drug Testing

			

Vehicle Safety
Minimizing Risks

ONBOARDING SAFETY TRAINING
Safety starts the moment a team member is hired with a comprehensive training on proper vehi- cle, equipment and operational training.. Our goal is to ensure the crew and public are safe from leaving the branch, parking the vehicle to driving through a community. United Land equips our fleet and crews with the proper	attire, markers and equipment to redirect traffic in safe manner
so a job can be completed safely.

SOFTWARE MONITORING SYSTEMS:
Along with visual inspection, there are software system United Land has established to ensure the safety of our team and the public.
	Our ongoing MVR tracking and reporting application to review driver eligibility using a point system.
Our GPS Monitoring Program allows our safety and fleet team to monitor speed and

DAILY VEHICLE INSPECTION:
A daily vehicle inspection is completed each morning to identify items that could pose risk to our employees and the general public . This inspection is then completed again upon return to the branch to ensure each vehicle and trail-
er are safe while on the road.

Exclusive Partnership

Exclusive Partnership

United Land Services References

Property:	Country Club at Champions Gate
Name:	Stephanie Taylor
Email:	Stephanie.taylor@fsresidential.com
Address:	8977 Dove Valley Way Four Corners, Fl 33896 Service:		Maintenance free community consisting of 995
homes servicing the landscape maintenance, irrigation and Agronomics.

Property:	Bridgewater at Viera HOA
Name:	Chris Parkhurst
Email:	cparkhurst@lelandmanagement.com
Address:	Great Belt Circle Melbourne, Fl 32940 Service:		Landscape maintenance and irrigation for all
common areas

Property:	Town of Kindred
Name:	Paul Almonte
Contact :	palmonte@artemislifestyles.com Address:	1508 Park Side Ave Kissimmee, FL 32738
Service:	Landscape Maintenance, Irrigation and agronomics for all common areas

Name:	Swan and Dolphin Resort at Walt Disney
Name:	Eric Oprion—COO
Email:	eopron@tishman.com
Service:	Landscape maintenance and irrigation for all common areas
Property:	Heathrow Master
Name:	Deanna Simms—Asst. Division Manager Email:	dsimms@sentrymgt.com
Value:	550,000
Address:	995 Heathrow Blvd Heathrow, Florida 32746 Service:		Landscape maintenance and irrigation for all
common areas and roadways.

Property:	Harmony West CDD and HOA
Name:	Shelley Kaercher
Email:	shelleykaercher@forestar.com
Address:	6756 Alder Rd, St Cloud, FL 34773
Service:	Landscape maintenance, irrigation and agronomics irrigation for the CDD and HOA Clubhouse.

Property:	Celebration CDD
Name:	Angel Montagna
Email:	Angel.Montagna@inframark.com Address:	313 Campus Street Celebration, Fl 34747
Service:	Landscape maintenance and irrigation for common area

Phased Development Strategy
Best Management Practices

This is a custom designed plan using Florida Best Management Practices to exceed your desired look for this property.We have outlined the initial tasks that our Landscape Maintenance teams will perform as we begin our partnership regarding
this property.
We have broken the tasks down into distinct phases to cover the first 90 days of this transition.This will provide an easy way to monitor and measure our progress as we formulate our joint strategy for the best results.

Phased Development Strategy
Plan of Action

Phase 1 (Days 1-30)

Meet with Property Manager and Board Committee Members to review our Three Phase Plan and Scope of Work.
Complete an Irrigation Evaluation of system and report deficiencies and needed corrective actions.
Establish consistent schedule for mowing, detailing and agronomics and implement accordingly.
Perform first turf fertilizer application if possible (Blackout Period).
Identify any areas of concern and concentrate efforts for immediate improvement. (Entrance features, weeding beds, sidewalk edging)
Spot treat weeds in turf areas where needed.
Formulate options for turf areas needing restoration.
Implement weed control program in planting beds.
Fertilize weak shrubs throughout the property.
Start insect and disease program on all plant material.
Evaluate the health of ailing plant material and propose improvement plan.
Discuss any site-specific enhancement ideas.
Perform monthly walk with Property Manager and Community Members.

Phased Development Strategy
Plan of Action

Phase 2 & 3 (Days 31-90)

Examine Phase 1 results and modify “Plan of Action” if necessary.
Carry on with Irrigation Inspections and Improvements.
Carry on with Scheduled Maintenance plan i.e., mowing, blowing, and edging.
Evaluate need for second turf fertilization dependent on condition and time of year (Blackout period).
Carry on with weed control applications in both turf and plant beds.
Evaluate insect and disease program and make necessary adjustments.
Implement approved site-specific enhancements.
Perform monthly walk through with Property Manager and continue to identify areas of opportunity or concern.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Agronomics and Irrigation Inspection Reports

Yearly Service Calendar Guideline

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Communication is key to any strong partnership. In an effort to stay connected internally with our team and externally with our partners, our team utilizes Site Audit Pro.The program allows us to send visual communication though pictures along with a detailed explanation of the issue. Site Audit Pro is key in ensuring everyone is on the same page in helping to form the best possible solution.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

SAMPLE

SAMPLE

Work Order Software
Accountability, Communication and Productivity
United Land Services Work Order System Powered by:

United Land Services is dedicated to ensuring our valued partners receive the highest level of communication for a success long term partnership. Our work order system gives the client all the tools needed to stay informed on their property. The Aspire work order system is a user friendly software system that compliments our strong level of communication while providing accountability for our dedicated team.

FEATURES:

View Invoices
Pay Invoices
View Proposals
View Past Work Orders
Review Updates on Work Orders
View Landscape Experts Notes
Sign Proposals
Create Issues
Submit Work Orders

Closing the Communication Gap
Alignment, Execution & Building Partnerships
Constant, open communication between the board members, landscape committee (if applicable) and your ULS team will help to ensure expectations are set and goals are met. We plan to accomplish this through:
Clear understanding of milestones to improve the landscape quality.
Constant communication with HOA Management, Board Members and Committees.
Weekly progress updates throughout the initial transition.
Property inspections with Management and Board Members at predetermined intervals. (Sample report on pages below).
Our goal is to tailor this communication plan to meet your needs and the needs of the community.

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

UNITLAN-02	NKUTTY
CERTIFICATE OF LIABILITY INSURANCE

COVERAGES	CERTIFICATE NUMBER:	REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.												
INSR LTR	TYPE OF INSURANCE	ADDL INSD	SUBR WVD	POLICY NUMBER	POLICY EFF
(MM/DD/YYYY)	POLICY EXP
(MM/DD/YYYY)	LIMITS					
A	X	COMMERCIAL GENERAL LIABILITY						EACH OCCURRENCE	$	1,000,000			
			CLAIMS-MADE  X OCCUR	X		1855494	3/31/2023	3/31/2024	DAMAGE TO RENTED
PREMISES (Ea occurrence)	$	100,000		
		
						MED EXP (Any one person)	$	Excluded			
								PERSONAL & ADV INJURY	$	1,000,000			
	GEN'L AGGREGATE LIMIT APPLIES PER:						GENERAL AGGREGATE	$	2,000,000				
	X	POLICY	PRO-	LOC						PRODUCTS - COMP/OP AGG	$	2,000,000			
		JECT										
									$			
												
		OTHER:										
A	AUTOMOBILE LIABILITY			
1855494	
3/31/2023	
3/31/2024	COMBINED SINGLE LIMIT
(Ea accident)	$	1,000,000				
	X	ANY AUTO						BODILY INJURY (Per person)	$			
		OWNED AUTOS ONLY
HIRED AUTOS ONLY		SCHEDULED AUTOS
NON-OWNED AUTOS ONLY						BODILY INJURY (Per accident)	$	
										PROPERTY DAMAGE
(Per accident)	$	
											$	
A	X	UMBRELLA LIAB
EXCESS LIAB	X	OCCUR
CLAIMS-MADE			
1855495	
3/31/2023	
3/31/2024	EACH OCCURRENCE	$	10,000,000	
										AGGREGATE	$	10,000,000	
		DED		RETENTION $							$	
A	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	Y / N
ANY PROPRIETOR/PARTNER/EXECUTIVE	

N / A		
1855496	
3/31/2023	
3/31/2024	X	PER STATUTE		OTH- ER		
							E.L. EACH ACCIDENT	$	1,000,000				
	OFFICER/MEMBER EXCLUDED?											
							E.L. DISEASE - EA EMPLOYEE	$	1,000,000				
	(Mandatory in NH)											
	If yes, describe under						E.L. DISEASE - POLICY LIMIT	$	1,000,000				
	DESCRIPTION OF OPERATIONS below											
												
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
*Workers Compensation Policy# for States other than FL - 1855497. The same coverage limits listed above apply*
Holding Company of The Villages, Inc. and its Affiliates and Commercial Property Management are an Additional Insured Subject to the Conditions of the Additional Insured - Owners, Lessees or Contractors - Automatic Status when required in Construction Agreement with you Endorsement for General Liability.												
CERTIFICATE HOLDER	CANCELLATION

ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD

Financial Reporting Deck
For the Period Ended May 31, 2023

Page 1 of 3

United Land Services
Consolidated Income Statement ‐ Pro‐Forma Rolling TTM
United Land Services
For the Period Ended May 31, 2023															
	May	June	July	August	September	October	November	December	January	February	March	April	May	TTM	
	2022	2022	2022	2022	2022	2022	2022	2022	2023	2023	2023	2023	2023		
	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	

Net Revenue	

13,901	

14,644	

13,893	

16,211	

13,613	

17,550	

17,779	

15,575	

15,943	

16,833	

17,866	

15,871	

17,159	

192,938	
% Net Sales to Gross Revenue	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	
Direct Labor	3,344	3,526	3,380	3,742	3,084	3,568	3,203	3,229	3,003	3,106	3,772	3,659	4,176	41,449	
Direct Subcontractor Costs	1,656	1,916	1,665	1,863	1,440	2,062	2,307	1,287	1,708	1,594	1,564	1,290	1,523	20,218	
Direct Material	4,775	4,361	4,704	5,684	4,387	5,699	6,244	5,746	5,871	6,211	6,451	5,392	5,772	66,522	
Other Direct Costs	93	130	100	159	109	103	109	144	141	130	185	151	158	1,620	
Total COGS	9,869	9,933	9,850	11,447	9,020	11,432	11,863	10,407	10,723	11,042	11,972	10,491	11,630	129,808	
Direct Margin	4,032	4,711	4,043	4,763	4,594	6,118	5,917	5,168	5,221	5,791	5,894	5,380	5,529	63,129	
% Direct Margin to Sales	29.0%	32.2%	29.1%	29.4%	33.7%	34.9%	33.3%	33.2%	32.7%	34.4%	33.0%	33.9%	32.2%	32.7%	
Indirect Labor	464	452	584	594	697	745	1,291	1,110	764	788	817	923	1,087	9,853	
Vehicle & Equipment	1,022	1,009	1,138	1,129	1,057	1,130	1,064	1,112	977	950	1,094	997	1,087	12,743	
COGS Depreciation	269	325	334	346	327	338	381	365	385	496	444	525	594	4,857	
Other Indirect Costs	157	99	125	142	119	156	98	139	124	63	110	115	137	1,427	
Total Indirect COGS	1,913	1,884	2,180	2,211	2,200	2,369	2,834	2,726	2,250	2,296	2,464	2,560	2,905	28,880	
Gross Profit	2,120	2,826	1,863	2,552	2,394	3,749	3,083	2,442	2,971	3,495	3,430	2,819	2,624	34,249	
% Gross Profit to Sales	15.2%	19.3%	13.4%	15.7%	17.6%	21.4%	17.3%	15.7%	18.6%	20.8%	19.2%	17.8%	15.3%	17.8%	
Selling Expenses	172	166	153	135	138	151	154	172	119	122	178	162	266	1,916	
Administrative Salaries	553	592	618	668	715	660	772	694	862	753	845	918	1,072	9,169	
Rent	97	85	109	96	105	105	107	103	126	125	131	127	134	1,352	
Professional Fees	46	19	15	15	35	3	15	11	14	18	20	23	32	218	
Technology Expenses	15	29	38	27	48	51	33	45	49	58	46	53	75	551	
Other G&A	358	240	418	426	391	404	373	519	413	520	534	562	367	5,167	
SG&A Depreciation	27	29	30	31	31	26	34	41	35	39	39	35	39	409	
Regional Allocation	‐	‐	‐	‐	‐	‐	‐	‐	92	129	137			357	
Total SG&A	1,268	1,159	1,381	1,397	1,462	1,399	1,487	1,586	1,710	1,764	1,930	1,879	1,985	19,140	
% SG&A to Sales	9.1%	7.9%	9.9%	8.6%	10.7%	8.0%	8.4%	10.2%	10.7%	10.5%	10.8%	11.8%	11.6%	9.9%	
Operating Income	852	1,667	482	1,155	932	2,350	1,596	856	1,260	1,731	1,501	940	639	15,110	
% Operating Income to Sales	6.1%	11.4%	3.5%	7.1%	6.8%	13.4%	9.0%	5.5%	7.9%	10.3%	8.4%	5.9%	3.7%	7.8%	
Amortization	347	300	300	300	403	337	331	334	334	356	356	368	407	4,126	
Interest	283	212	316	428	371	362	494	559	573	563	721	599	766	5,964	
Non‐Op (Income)/Expense	0	‐	0	(2)	8	22	0	14	(7)	(5)	11	(2)	15	55	
Non‐Recurring	175	1,056	180	101	146	312	109	570	891	181	596	766	273	5,180	
Mgt/BOD Fees	50	50	50	50	50	50	50	50	50	50	50	50	50	600	
Tax Expense	‐	‐	‐	‐	‐	2	‐	(2)	‐	‐	‐	0	‐	1	

Net Income	
(5)	
49	
(365)	
279	
(46)	
1,266	
611	
(668)	
(582)	
586	
(234)	
(840)	
(873)	
(816)	
% Net Income to Sales	0.0%	0.3%	‐2.6%	1.7%	‐0.3%	7.2%	3.4%	‐4.3%	‐3.6%	3.5%	‐1.3%	‐5.3%	‐5.1%	‐0.4%	
Depreciation	296	353	363	377	358	365	414	406	420	534	483	560	633	5,266	
Amortization	347	300	300	300	403	337	331	334	334	356	356	368	407	4,126	
Interest	283	212	316	428	371	362	494	559	573	563	721	599	766	5,964	
Taxes	‐	‐	‐	‐	‐	2	‐	(2)	‐	‐	‐	0	‐	1	

EBITDA	
922	
915	
615	
1,383	
1,085	
2,332	
1,850	
629	
746	
2,040	
1,327	
686	
934	
14,541	
% EBITDA to Sales	6.6%	6.2%	4.4%	8.5%	8.0%	13.3%	10.4%	4.0%	4.7%	12.1%	7.4%	4.3%	5.4%	7.5%	
Mgt/BOD Fees	50	50	50	50	50	50	50	50	50	50	50	50	50	600	
Pro‐forma Adjustment	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	
Other Non‐Recurring	175	1,056	180	101	146	312	109	570	891	181	596	766	273	5,181	
Adjusted EBITDA	1,147	2,021	845	1,534	1,282	2,693	2,010	1,249	1,687	2,271	1,972	1,502	1,257	20,322	
% Adjusted EBITDA to Sales	8.2%	13.8%	6.1%	9.5%	9.4%	15.3%	11.3%	8.0%	10.6%	13.5%	11.0%	9.5%	7.3%	10.5%	

Page 2 of 3
United Land Services
Consolidated Balance Sheets
For the Period Ended May 31, 2023 Amounts in $000's

5/31/2023	5/31/2022	12/31/2022		CME v PYCME	CME V PYE			
Actual	Actual	Actual		Actual	Actual			
Assets
Cash & Equivalents	
4,436	
4,482	
5,025		
(46)	
(588)		
Net Receivables	28,525	16,069	22,311		12,456	6,215		
Inventory	2,213	759	979		1,455	1,234		
Prepaid Expenses	1,450	1,674	996		(224)	454		
Other	2,763	566	2,041		2,197	722		
Total Current Assets	39,388	23,549	31,351		15,839	8,037		

Fixed Assets	
37,152	
15,208	
24,030		
21,944	
13,123		
Accumulated Depreciation	(5,743)	(4,190)	(3,494)		(1,553)	(2,250)		
Net Fixed Assets	31,409	11,018	20,536		20,391	10,873		

Assets Under Construction	
‐	
‐	
‐	
‐		
‐		
Deferred Taxes
Loan Origination Fees	2,094
‐	2,094
‐	2,094
‐	
‐	0	
‐	0	
Net Intangibles	45,061	28,535	27,059		16,526	18,002		
Related Party Receivable	0	(0)	(8)		0	9		
Other Long Term Assets	413	322	359		91	54		
Total Assets	118,366	65,519	81,391		52,847	36,975		

Liabilities

Accounts Payable	9,536	6,804	10,202		2,732	(667)	
Accrued Interest	‐	‐	‐		‐	‐	
Related Party payable	‐	‐	‐		‐	‐	
Other Current Liabilities	5,269	4,040	3,145		1,229	2,124	
Total Current Liabilities	14,805	10,844	13,347		3,961	1,457	

Debt
Long Term Notes Payable‐Twinbrook	

67,783	

27,905	

39,483		

39,878	

28,300	
Deferred Financing Costs	(1,678)	(1,300)	(1,917)		(377)	240	
Long Term Notes Payable‐John Deere	1,235	204	636		1,031	598	
Revolver	4,000	3,250	2,000		750	2,000	
Capital Lease	12,382	4,293	9,154		8,088	3,228	
Sellers Note	1,890	250	250		1,640	1,640	
Pre‐Acquisition Debt	‐	‐	‐		‐	‐	
Total Debt	85,612	34,602	49,606		51,010	36,006	
Other Long Term Liabilities	2,392	‐	2,392		2,392	‐	
Total Liabilities	102,808	45,445	65,345		57,363	37,463	
Equity							
Capital Stock	33,825	30,777	31,200		3,048	2,625	
Retained Earnings	(18,267)	(10,703)	(15,153)		(7,564)	(3,114)	
Total Equity	15,558	20,074	16,046		(4,516)	(489)	
Total Liabilities and Shareholder's Equity	118,366	65,519	81,391		52,847	36,975	
	
‐	
‐	
‐				

Page 3 of 3

Key Management and Personnel
Bob Blandford
Chief Executive Officer

Bob Blandford leads our team as an accomplished executive with more than 25 years of experience in the landscape industry. Bob believes in our mission, our people, and our products as well as providing the best possible customer service. He is driven to do whatever it takes to be the best partner with the best company culture in the business.

Experience	Licenses & Skills

2019 – Present
United Land Services – Chief Executive Officer

Oversee executive leadership, public relations of the company and all company-related training
Effectively manage a team of more than 450 employees in 8 different locations throughout the Southeast
Develop and accomplish short-term goals and long-term objectives that further the company's growth

1998 - 2019
United Landscapes – Owner
At the age of 16, Bob Blandford started working for a commercial lawn maintenance company servicing customer such as Barnett Bank, TPC Sawgrass, and Jacksonville Golf and Country Club. In 1998, he went into business for himself, performing all facets of commercial construction and maintenance. Over the years, Bob built a company that now employs over 400 employees. They service customers such as HOA, CDD, commercial developers, and ten different national home builders. Bob Blandford also holds a Commercial Building Contractor’s License and a Florida Irrigation License.
Certified General Contractor
Certified Pest Control Operator
Certified Irrigation Contractor
Certified Dealer In Agriculture
Leadership & Growth Mindset
Business Strategy & Planning

Contact

12276 San Jose Blvd. Ste, 747
Jacksonville, FL 32223
904-829-9255
bblandford@unitedlandservices.com
Ray Leach
Chief Operating Officer

Ray Leach is the driving force behind the day-to-day operations. At United Land Services his role includes law and finances, strategic planning, analytical thinking, business development and operations management. His extensive knowledge in the landscape industry has made Ray a successful, demonstrated leader over his 30-year industry tenure.

Experience	Licenses & Skills

2021 - Present
United Land Services – Chief Operating Officer

Formulate business strategy with others in the executive team
Design policies that align with overall strategy
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Oversee expenses and budgeting to help the organization optimize costs and benefits

1994 - 2021
Southern Scapes – President

Directing and overseeing an organization’s budgetary and financial activities
Analyzing performance indicators, financial statements and sales reports
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies
Certified Irrigation Contractor
Strategic Planning & Execution
Personnel Development
Acquisition Integrations

Contact

12276 San Jose Blvd. Ste, 747
Jacksonville, FL 32223
904-829-9255
rleach@unitedlandservices.com linkedin.com/in/ray-leach-8bb505174/
Chris Marquess
Vice President of Operations- Maintenance

Accomplished and goal-driven Vice President with more than 10 years' experience in strategic and tactical business leadership in the green industry. Expertise includes managing business process change to achieve maximum results with communication skills as well as, a solutions-oriented approach to problem-solving.

Experience

2023 - Current
United Land Services – VP of Operations

Establishes, implements, and communicates the strategic direction of the organizations operations division.
Collaborates with executive leadership to develop and meet company goals while supplying expertise and guidance on operations of landscape maintenance.
Collaborates with other divisions and departments to carry out the organization’s goals and objectives.
Identifies, recommends, and implements new processes, technologies, and systems to improve and streamline organizational processes and use of resources and materials.
Manages all landscape maintenance operations with a diverse staff of qualified branch managers, account managers, specialty managers and crews.
2022- 2023
United Land Services – Business Development Manager
Responsible for construction and landscape maintenance sales for company

Licenses & Skills

Creativity
Leadership
Organization
Problem solving
Teamwork
MOT Certified

Contact

407.515.5262
cmarquess@unitedlandservices.com

2021-2022
Down to Earth Landscape - Continuous Improvement Manager
Lead staff by communicating job expectations; planning, monitoring, and appraising job results; coaching, and counseling; initiating, coordinating, and enforcing systems, policies, and procedures.
2014-2021
Down to Earth Landscape - Operations Manager
Responsible for landscape construction, maintenance and enhancement operations.

2012-2014
Down to Earth Landscape - Account Manager
Jason Ackman
Regional Vice President

Jason joined the United Land Services team as the Regional Vice President bringing about 30 years of commercial landscape experience and knowledge to the team. Jason has held a variety of roles in the green industry from operations to owner which plays an integral part in the companies goal to continuously improve for our future and current clients. His expertise will prove as an asset as we continue to grow in commercial landscape industry.

Experience	Licenses & Skills

2023 - Present
United Land Services – Regional Vice President
Formulate best practices in the green industry with all branches
Implement efficient policies and procedures
Coordinate labor operations and find ways to ensure customer retention
Evaluate risk and lead quality assurance efforts
Develop and oversee budgets and PNL
Drive an ever improving safety culture

2022-2023
Benchmark Landscaping – President/ Owner
Directing and overseeing an organization’s budgetary and financial activities
Analyzing performance indicators, financial statements and sales reports
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies

2021-2022
Greenleaf Landscaping – President
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies

2017-2021
Vesteco Management – President/Owner of Multifamily Management

2015-2017
Yellowstone – Area Field Director
Leadership
Strategic Planning & Execution
Personnel Development
Acquisition Integrations

Contact

407-435-9554
jackman@benchmarklandscapingfl.com

1996-2017
Ackman Brothers Landscape– President/ Owner
John Borland
Branch Manager

John has been in the Green Industry for 33 years. He has an extensive background and experience in both landscape architecture and landscape management. John takes pride in his attention to detail and customer service, a quality that he instills throughout his entire branch. He strives to meet and exceed the needs of every customer, no matter how big or small.

Experience	Education

2021 - Present
United Land Services – Branch Manager

Planning, scheduling, and implementation of all landscape and enhancement operations throughout the branch.
Quality control, safety, and routine training.
Client relations and service

2020-2021
The Greenery - Senior Branch Manager
Develops and maintains long-term relationships with customers
oversee and coordinate all operations
Leading, facilitating or assisting in the resolution of customer problems or concerns
Responsible for setting objectives, managing policies and revenue growth

2018-2020
Sun State Nursery - General Manager
Sustain and grow existing business
Staff training and development of account managers and labor
Improving quality and operating efficiencies.

2007-2018
Brightview ( formally ValleyCrest) - Branch Manager
Mentor account managers for growth and development
Oversee team for efficient processes, safety, and metrics
Responsible for growth of contracts, retention of clients and services to commercial clients
2000-2007
Green Heron Landscapes, Inc - General Manager/ Vice President
1990
B.S. Landscape Architecture
Michigan State University

Licenses & Skills

Creativity
Leadership
Organization
Teamwork
Strategic Planning
Client Resolution

Contact

6386 Beth Road
Orlando, Fl 32824
904-855-5383
jborland@unitedlandservices.com

1990-2007
Clarence & David Company - Branch Manager / Landscape Architect
Josh Benton
Account Manager

Josh serves as the primary contact for United Land Services clients in the Reunion area. He builds and sustains long-term relationships, focusing on both client retention and ancillary sales, while providing oversight for field operations. Josh supervises the Production Manager,
who directly manages all field operations. As a unified group, they are responsible for coaching and
developing team members.

Experience

2023- Present
United Land Services Account Manager

Develops and maintains long-term relationships with customers
Develops and maintains a schedule to perform “site walkthroughs” during formal meetings with customers to ensure quality and service expectations are met
Leading, facilitating or assisting in the resolution of customer problems or concerns
Proactively presenting site enhancement ideas to existing customers
Participating in branch meetings and assist the Branch Manager or Assistant Branch Manager in overall leadership of branch

2021-2023
HTI Home Inspection Services– Owner

Licenses & Skills

Communication
Leadership
Organization
Problem solving
Teamwork
Contact

904-6760026
jbenton@unitedlandservices.com

Performing non-invasive visual inspections of residential homes.
Providing detailed reports on issues located on a home’s systems and their components.
Performing insurance inspections for homeowners.
Fielding customer calls to answer questions, schedule inspections and provide follow up.

2016 - 2020
Universal Orlando Resorts Supervisor of Horticulture
Coached and mentored up to 16 team members through constructive feedback to develop long- term career goals.
Administered safety compliance training through annual refreshers, hands on demonstrations and continuous monitoring to reduce I&I rates for the department.
Purchased supplies and materials for installations or rehabilitations, ensuring guest areas look amazing at all times.
Monitored equipment usage by team members for efficiency and safety, reporting issues when discovered and coaching team members when needed.
2012-2016
Universal Orlando Resorts - Pest Control Technician

201-2012
Massey Services - Pest Control Technician

Asset Type	Asset Owned	VIN/ SERIAL #	
MOWER	Gravely Prostance 60	994143011065	
MOWER	Gravely Prostance 60	994114020022	
MOWER	Gravely Prostance 52	994130040018	
MOWER	Gravely Prostance 36	994119000489	
MOWER	JD 661R	1TC661RMJHT051290	
MOWER	JD 661R	1TC661RMTHT051298	
MOWER	JD 652R	ITC652RKJHT060045	
MOWER	JD 652R	1TC652RKCHT060015	
MOWER	JD Z950	1TC950MDCKT080038	
MOWER	JD 661R	ITC661RMJKT070042	
MOWER	Gravely Trekker	996123020000	
MOWER	Gravely Prostance 36	994119000170	
MOWER	JCB 406	JCB406POC71163750	
MOWER	JD 317G	1T0317GJTJJ337051	
MOWER	JD 652R	1TC652RKANT100141	
MOWER	JD 652R	1TC652RKLHT0060021	
MOWER	JD 661R	1TC661RMPJT060266	
MOWER	JD 661R	1TC661RMKJT0600060	
MOWER	JD 636M	1TC636MGLJT060414	
MOWER	JD 652R	1TC652RKHMT090762	
MOWER	JD 661R	1TC661RMCKT075274	
MOWER	JD 661R	1TC661RMEKT075010	
MOWER	Ryan 544945A	54494506920	
MOWER	Vermeer RTX100	1VR9071R3F1001871	
MOWER	Vermeer BC1000XL	1VRY11192J1025528	
MOWER	JD 661R	1TC661RMPKT0753034	
MOWER	JD 661R	1TC661RMCKT075025	
MOWER	Gravely Prostance 60	994143011064	
MOWER	Gravely Prostance 60	994143020000	
MOWER	Gravely Prostance 52	994142011048	
MOWER	JD 652R	1TC652RKTNT100132	
MOWER	JD 652R	1TC652RKHNT100157	
MOWER	JD 652R	1TC652RKKHT051246	
MOWER	JD Z950M Ztrak	1TC950MDCNT120011	
MOWER	652R Quiktrak	1TC652RKTNT100485	
MOWER	652R Stand-on Mowers	1TC652RKTPT110257	
MOWER	652R Stand-on Mowers	1TC652RKHPT110254	
MOWER	Z950 Mower	1TC950MDVPT120921	
MOWER	Z950 Mower	1TC950MGPNT120127	
MOWER	2023 John Deere Z950M Mower	1TC950MCKPT122235	
MOWER	2023 John Deere Z950M Mower	1TC950MCKPT122137	
MOWER	2023 John Deere 636M	1TC636MGPPT110275	
MOWER	TOR 22225 Turfmaster HDX 30" KOH CVZ200	412566975	
MACHINERY2	STI BR600 64.9CC BR600 Backpack Blower (3)	533845410, 529450208, 534563507	
MACHINERY2	STI HL94K Hedgetrimmer (2)	53409899, 53409900	
		529913187, 529913198, 531944989,	
		531944998, 531945005, 530524512,	
		530523180, 530523242, 531034306,	
		532658858, 532658861, 532918870,	
MACHINERY2	STI 2-Stroke Equipment	532918839, 532918866, 532918863	

MACHINERY2	
2 Cycle Order for Bradenton location	531545221, 531545229, 535659032,
535659019, 536440333, 536825125	

Asset Type	Asset Owned	VIN/ SERIAL #	
		536677394/536677392,	
		532889143/533722353/533722331/53	
		2889160,	
		535659089/535659082/535658996/53	
		5718314,	
	Spring 2-Cycle Order - HL94K hedger, FS91R Trimmer, FC91	538316782/538316780/538091808/53	
MACHINERY2	edger, BR600 blower, PS880 Pole Saw, SG20 Bp Sprayer	6995778/537047290/539091917,	
		536236889) SN 536236885)	
		536153278) 536153276) 536035771)	
		536032671) 536032668) 535986482)	
MACHINERY2	Trimmers, blowers, edgers- Spring 2- Cycle Equipment	538323604) 538196164) 538196162)	

MACHINERY2	
Stihl 2 Cycle Order (1-Mower, 1-Edger, 3-Blowers)	mam1584927, 538854534,
538494871, 538494864, 538494859	

MACHINERY2	
Capitalize chain saws, hedge trimmers, pole saw	539406923, 536296229
534393043, 534393039	
		4 Backpack Blowers	
		538763099,538896693,	
		538896694,538896702	
		4 Hedge Trimmers 539406495,	
MACHINERY2	Small 2-Cycle Order - 4 Backpack Blowers, 4 Hedge Trimmers	539406960, 539406500, 540052212	
VEHICLE	2013 Ford F250	1FT7X2A62DEA11552	
VEHICLE	2016 Chevrolet 3500	54DBDW1B7GS811269	
VEHICLE	2012 Ford F250	1FT7X2A67CEC24334	
VEHICLE	2015 Isuzu NPR	54DC4J1B3FS801103	
VEHICLE	2015 Isuzu NPR	54DC4J1B1FS802749	
VEHICLE	2015 Ford F250	1FT7X2A63FEC68612	
VEHICLE	2015 Isuzu NPR	54DC4J1B1FS801102	
VEHICLE	2012 Ford F150	1FTMF1CMXCKD25753	
VEHICLE	2013 Ford F250	1FT7W2B69DEB22343	
VEHICLE	2016 Chevrolet Chasis 3500	54DBDW1B1GS812353	
VEHICLE	2018 Chevrolet W3500	54DBDJ1B8JS802235	
VEHICLE	2015 Isuzu NPR	54DC4J1B1FS806509	
VEHICLE	2007 Ford F750 Series 4 F750 Water	3FRPF75E07V518205	
VEHICLE	2014 Isuzu NPR	54DC4J1B9ES805039	
VEHICLE	2015 Chevrolet 1500	1GCNCPEH7FZ371472	
VEHICLE	2015 Ford F250	1FTBF2A63FEC50124	
VEHICLE	2015 Ford F250	1FT7X2A67FEC50131	
VEHICLE	2012 Ford Transit Connect	NMOLS7AN3CT079366	
VEHICLE	2016 Chevrolet 4500	54DCDJ1BXGS809524	
VEHICLE	2016 Chevrolet 4500	54DCDW1B2G814018	
VEHICLE	2017 Ford F550	1FD0W5HT3HEC18776	
VEHICLE	2017 Ford F550	1FD0W5GT6HEE61466	
VEHICLE	2014 Ford F250	1FT7X2A6XEEA74514	
VEHICLE	2017 Isuzu NPR	54DC4J1B7HS808672	
VEHICLE	2013 Ford F150	1FTMF1CM1DKE62310	
VEHICLE	2019 Ford Truck W/Terexx40RM Bucket S/	1FDUF5HT4KDA24045	
OTHER	2014 Traffix Devices	1E9TF160DVC521392	
VEHICLE	2019 GMC/Chevrolet 5500HD	1HTKHPVK6KH885493	
VEHICLE	2018 Ford F150	1FTMF1CB0JKD87691	
VEHICLE	2019 Ford F150	1FTMF1CB2KKE44782	
VEHICLE	2017 Ford F150	1FTMF1C88HKD56817	
VEHICLE	2015 Ford F250	1FT7X2A66FEA89030	
VEHICLE	2020 Isuzu NPR	54DC4J1D8LS208639	
TRAILER	2013 Predator Eagle	5HVBU1623DL123164	
TRAILER	2020 Utility Trailer	5HVBU1621LL126093	
TRAILER	2015 O'Dell Trailer	16VPX1620E3053803	
TRAILER	2018 Predator Eagle	5HVBU1828JL125176	
TRAILER	2015 O'Dell Trailer	5HVBU1620GL123904	

2 of 3

Asset Type	Asset Owned	VIN/ SERIAL #	
TRAILER	2009 PJ Trailer Gooseneck	4PFD302391130921	
TRAILER	2009 Enrgyabs Trailer	1E9TC23139A362089	
VEHICLE	2013 Express UT6102012	5GLBU2022DC000248	
TRAILER	2013 Preda Series 71602	5HVBU1623DL123262	
TRAILER	2015 Predator Eagle	5HVBD1423FL123768	
TRAILER	2015 O'Dell Trailer	5HVCC2029GL123860	
TRAILER	2015 O'Dell Trailer	5HVBU1625GL123915	
TRAILER	2018 Predator Eagle	5HVBU1828JL125177	
TRAILER	2017 Down2Earth	5MYVV182XEB053834	
TRAILER	2019 Predator Trailer	5HVBU1620KL125533	
TRAILER	Predator Irrigation Trailer	n/a	

3 of 3

Property Name	
WaWa Corporate Account	
7-Eleven, Inc Corporate Account	
CVS Corporate Account	
PGA VERANO	
Heathrow	
Kindred I	
Dolphin Swan Resort at Walt Disney	
WEST HAVEN COMMON	
Alaqua POA	
Orange Lake Resort	
Kindred II	
Commercial - Leland Management - Fox Ridge	
Cresswind	
Orchard Homeowners Association	
The Reserves at Alaqua	
Bridgewater at Viera	
Westwood	
Tohoqua	
ENCLAVE TOWNHOME	
Harmony West HOA Common Area	
Silverleaf Parcel 7A/7B	
Harmony West HOA Clubhouse	
Harmony West CDD	
Citi Tower	
Shearwater- 94 Homes	
Steeple Chase HOA	
ENCLAVE COMMON	
WEST HAVEN HOMES - SHIRE	
WEST HAVEN HOMES - SANCTUARY	
WEST HAVEN HOMES - HAMLET	
Lakewood Ranch Stewardship District	
Commercial - Alsop - Silverleaf Meadow Ridge	
Drift at Town Center	
Glenbrooke at Edgewater	
Elm Creek at SilverLeaf	
Lake Wilson Townhomes	
Lake Wilson Reserve	
Trillium Brooksville	
D.R. Horton North Florida Division Office	
Bayberry at Bartram Park	
Marina San Pablo- Master Association	
Country Club at Champions Gate	
The Reserve at Debary	
Commercial - Kessler Creative - FSO - 12276 San Jose Building 100	
Fountain Parke	
Sullivan Ranch	
The Views at Harbortown Apartments	
Nocatee Town Center	
Sawgrass Point	
SUR at Southside Quarter	
Devon Green	
Jacobs Landing	
Commercial - Buccaneer Landscape - 7/11 - Palatka	
Residences at Dellagio	
Riverside at Julington Creek	
Builders - Mattamy Homes - Rivertown Model Park & Watersong	
Red Hawk Village	
Poitras Luminary 1B & Person Ave	
Lake Forest Apartments	
CORAL CAY	
Commercial - Jax Offices Condominium Association - FSO - 12276 San Jose Building 500	
SILVER PARK	
Avenues Walk Townhomes	
Commercial - Sovereign and Jacobs - Pinewood Place	
OmegaScapes, Inc	
Commercial - Sovereign and Jacobs - Hudson Grove Entry, Commons, and Ponds	
Commercial - Alsop - Sandler Lakes HOA	
Bainbridge Phase 1 A	
Bainbridge Winter Park	
Bellevue at Estates at Cherry Lake HOA	
Carriage Crossing HOA	
Majestic Oaks Phase IV HOA	
The Shops at Julington Creek	
Anastasia Plaza	
Integra Woods	
The Meeting House	
Hawks Crest	
Aurora Apartments	
Morgan Corp	
Commercial - Evergreen Lifestyles Management - Annie's Walk - Commons	
Winter Green 1527	
Commercial - Priority Property Management - Grove Point Townhome buildings	
American Landmark- Amira	
DDRTC Cypress Trace LLC	
Morguard	
Neighborhood G HOA Inc	
CAMDEN	
Builders - Lennar - Stillwater Model and PL	
Northgreen at Carrollwood	
American Landmark- Fairways at Feather Sound	
Commercial - Alsop - Silverleaf - Parcel 17	
Woodbridge Lakes	
STONEWOOD CROSSING	
Winter Green 1700	
Commercial - First Coast Diesel Performance: Justin Gordon	
Placido Bayou Community Association	
phase 1 (60 doors x $55)	
Commercial - Sovereign and Jacobs - Grand Creek South	
Commercial - BCM Services, INC. - Palm Island HOA	
Cyrils Roadway Ph1	
Seminole Toyota	
Plantation Estates at Julington Creek	
Neighborhood E HOA Inc	
American LandmarkThe EnV	
Integra Landings	
WEST HAVEN HOMES - DALES	
Silverleaf Amenity Center & Master Association	
Commercial - Alsop - Silverleaf Master's Association - Amenity Center	
Commercial - Ozark Bank Mandarin	
Brisa Luxury Apts	
WEST HAVEN HOMES - ABBEY	
American LandmarkThe LUXE @ 1820	
WEST HAVEN HOMES - MANOR	
Commercial - Governors Point Yacht - Governors Point Yacht Club	
American Landmark- Siene	
Commercial - Leland Management - Arbors of Valencia	
Morguard Monterra LLCSolano of Monterro	
American Landmark - The Pearl	
Tohoqua E. Cross Prairie Pkw	
Moss Park Preserve HOA	
STRATFORD POINTE	
Enders Place	
American Landmark- Cielo Boca Raton	
Harmony West HOA	
Stone Creek	
Stone Creek HOA	
Parkside at Cherry Lake	
Buckingham Estates	
Aphore Coach Homes at MSP	
Woodlakes 2	
ShopCore Properties- Nature Coast Commons	
Heathrow Woods Homeowners Assoc	
The Granite	
Commercial - Florida Home Store Office	
Commercial - Evergreen Lifestyles Management - Annie's Walk Townhomes	
HAINES RIDGE	
ShopCore Properties- The Forum	
Commercial - Sovereign and Jacobs - Harbor Dunes	
Redtail Golf Clubhouse	
Veere Apartments	
Calirosa	
Carrollwood Village Fairway	
Commercial - Sovereign and Jacobs - Barrington Cove	
Morguard	
Marbeya Club	
Commercial - Alsop - Mission Trace	
MCCORMICK RESERVE	
EAGLE BAY MASTER	
WestEnd Apartments	
LIBERTY SQUARE	
RiverCrest HOA	
Commercial - Alsop - Silverleaf Holly Forest – Commons	
Seminole Chevrolet	
Northdale	
Tohoqua phase 2	
Walter Crossing	
Morguard Monterra LLC- Emerald Lake	
The Drake Apartments	
Commercial - Suncoast Property Management - Westlake at Southside	
Commercial - Alsop - Silverleaf Holly Forest – Townhome	
Westlake at Southside	
Commercial - Sovereign and Jacobs - Forest Crest Entry	
Poitras Luminare 1B	
Cypress Cove	
Strada Park	
RCC Cortez Plaza, LLC	
Poitras Luminare	
Lithia Crossing	
Lakeside CHurch	
Centre Pointe Commons	
Digestive and Lever Center	
American Landmark- Cielo Boca Raton	
ARBOR MEADOWS	
Builders - Richmond American Homes - Verano Creek(Northcreek)	
LIBERTY VILLAGE	
Morguard Monterra LLC- Santorni	
Commercial - Sovereign and Jacobs - Fox Creek	
Coco Plum 3156	
Tohoqua phase 3 pond	
Habersham Harbor	
The Fountains	
Inspiration Maint.	
Commercial - Priority Property Management - Grove Point Townhome buildings	
Builders - Lennar - The Reefs @ Beachwalk	
Grove Point Townhomes at Oakleaf	
Lester Ridge	
Kite Realty Group Management OfficeShops at Julington Creek	
Windsong Ph 2	
Village of Vilano	
Beach Homes at VOV	
Builders - KB Home - Carter Landing	
Neighborhood A HOA	
Commercial - Integra River Run Apartments	
Integra River Run APTS	
Commercial - Sovereign and Jacobs - Brookside Preserve	
DDRTC Market Place LLC	
Delaney Hotel	
Delaney Park	
SANDHILL	
Cluster Homes II Condo Assoc	
Builders - KB Home - Sandler Lakes	
Builders - Richmond American Homes - Amelia Walk	
Whtieview Village - KB Homes	
Builders - Richmond American Homes - Forest Crest	
Cracker Barrel 67	
Tailored Foam	
Commercial - Ozark Bank Jax Beach	
Builders - KB Home - Palmetto Bluff (Harbor Dunes)	
Commercial - Leland Management - Windward Ranch HOA	
CHELSEA PARK COMMON	
Cracker Barrel - Palm Coast	
Velvet Cloak Association	
MeadowLea	
Builders - Richmond American Homes - Elm Creek	
Builders - Richmond American Homes - Trailmark (Old)	
Builders - Dreamfinders - Dunn’s Crossing	
Commercial - Buccaneer Landscape - 7/11 - Union St.	
Builders - KB Home - Hudson grove	
Builders - KB Home - Village Park	
Builders - KB Home - Wells Creek	
Builders - Ryan Homes - Panther Creek	
Buildings (Get door count)	
Bayport Commons 4080	
Winter Springs Market Place	
Builders - Richmond American Homes - Grand Creek South	
Builders - Richmond American Homes - Greyhawk	
Builders - Richmond American Homes - Pineridge	
Builders - Richmond American Homes - Woodbridge	
Lake Gleason Reserve	
St Clare Catholic Church	
Builders - KB Home - Azalea Hills	
Builders - KB Home - Orchard Park	
L&W Supply	
Builders - Dreamfinders - Beacon Lakes	
Builders - Dree's Homes - Eagle Landing	
Builders - Dree's Homes - Grand Oaks	
Builders - KB Home - Annabelle Island	
EAGLE BAY HOME	
Reflections on the Gulf	
Sunbelt Rental	
Adamo Owner,LLC	
G&IX Golden Acres LLC	
AV Florida Hotel LLC- Hampton Inn Dunedin	
Commercial - Alsop - Grey Hawk Estates	
Commercial - Sovereign and Jacobs - Greene Meadows Commons	
Commercial - Alsop - Kendall Creek HOA	
Builders - KB Home - Brookside Preserve	
Builders - KB Home - Pinewood Place	
Cracker Barrel 267	
Cracker Barrel - Ormond Beach	
Commercial - Sovereign and Jacobs - Williamstown Entry and Ponds	
Builders - Richmond American Homes - Laurel Oaks	
Villas @ DeerRun	
SUNSET COVE	
Builders - Taylor Morrison - Kingsley Creek	
Commercial - Ocean Blue Apartments	
Ocean Blue APTS	
Quad Angle Business Park	
MOBILITY WORKS	
Builders - Dreamfinders - Shearwater	
Central Care 4027-4028	
Builders - KB Home - Panther Creek	
Builders - Lennar - Grand Creek North	
QUAL RIDGE	
Commercial - Aloft Group - Aloft Jacksonville Airport	
Aloft Jacksonville Airport	
Surterra	
Surterra	
Commercial - Associa - John's Landing	
Builders - KB Home - Copper Ridge	
Builders - Richmond American Homes - Green Meadows	
Builders - Richmond American Homes - Panther Creek	
Builders - Richmond American Homes - Trailmark (New)	
Builders - Richmond American Homes - Walkers Ridge	
Cypress Isles	
Builders - Dreamfinders - Holly Forest Single Family	
Amazing Explorers Winter Garden	
FIESTA KEYS	
LIBERTY VILLAGE ENTRANCE	
Chuluota Sportsman Club	
Lake View 9	
Woodside Village HOA	
Waterford Commons	
Builders - Riverside Homes - Amelia National	
Builders - Dreamfinders - Tributary	
Builders - Lennar - Tributary	
Builders - Mattamy - Old Mandarin Estates	
Calabay Crossing	
Ocita Tree Trimming	
The Palms at Old Ponte Vedra	
Tuscany Villas	
Schuller Packaging	
Builders - KB Home - Greenland Chase	
Builders - Richmond American Homes - Tributary	
Commercial - Priority Property Management - Grove Point Commons Phase 2	
Los Lagos	
Builders - Mastercraft Builder Group - Maderia - Annuals billable	
Builders - Mastercraft Builder Group - Silverleaf Village	
Strada Office	
Builders - KB Home - Barrington Cove	
Builders - KB Home - Victory Crossing	
Builders - Dree's Homes - Trailmark	
Sander Ent. (Jason Sander)	
Lakeview Village 13	
Waterford Cove	
Commercial - Alsop - Silverleaf Master's Association - Roadway Medians, Towers, and Irrigation	
Miller's Cove	
Commercial - Duke Properties - FSO - 12276 San Jose Buildings 700,400,200, Pond	
Server Tech Solutions	
G&IX Golden Acres LLC	
Builders - Taylor Morrison - The Cove at Beach Walk	
Builders - Dreamfinders - Antigua	
FIS Outdoor	
Builders - Lennar - Dorado @ Beachwalk	
Builders - Lennar - Greyhawk	
Builders - Lennar - Hidden Oaks	
Builders - Lennar - Highland Chase	
Builders - Lennar - Longleaf	
Builders - Lennar - Mill Creek East	
Builders - Lennar - Osprey Landing	
Commercial - Alsop - Verano Creek (also called North Creek)	
Builders - Dreamfinders - Holly Forest Townhomes	
Builders - Riverside Homes - Settler's Landing @ Crosswater -	
Sheoah Highliands II	
Amazing Explorers Lk Nona	
Real Street	
Amberwood HOA	
Chickasaw Oaks	
Commercial - Leland Management - Hidden Oaks	
Commercial - Leland Management - Mill Creek North	
Advanced Roofing Co.	
River City Denistry	
Commercial - Cam Team - Silver Creek HOA	
Grand Landings - Dreamfinders	
Suterra Wellness	
Sealane Maritime, LLC	
WEST HAVEN VILLAGE CENTER	
Suterra Port St. Lucie	
Commercial - Buccaneer Landscape - 7/11 - Margaret St.	
Dave Brewer Properties - 125 Family Partnership	
Dave Brewer Properties - 230 Family Partnership	
Dave Brewer Properties - 71 Family Partnership	
Dave Brewer Properties - 81 Family Partnership	
Dave Brewer Properties - Dave Brewer 3	
Tri-Tech	
Sol- Sun	
Builders - Taylor Morrison - Amelia Walk	
Bayway Property Management LLC	
Degrood Office	
Commercial - WRH Realty - Lofts at Murray Hill	
66 Settlers Landing Drive	
Builders - Riverside Homes - Silverleaf	
Builders - Riverside Homes - Wildlight	
Commercial - BCM Services, INC. - South Shore at Bannon Lakes	
Commercial - Brisa Luxury Apartments	
Commercial - Buccaneer Landscape - 7/11 - Blanding Blvd	
Commercial - Buccaneer Landscape - 7/11 - Lane Avenue	
Certified Financial Group, Inc.	
Aloma Dendal Center	
Builders - Dreamfinders - Amelia Concourse	
Builders - Dreamfinders - Trailmark	
Builders - KB Home - Meadow at Oakleaf Townhomes	
Builders - Lennar - Amelia Walk	
Builders - Lennar - Trailmark	
Builders - Lennar - Windward Ranch - One model left	
Las Casitas	
Crane Institute	
Ceder Crossing	
4 Rivers	
Commercial - WRH Realty - Sydney Trace Apartments	
Commercial - Buccaneer Landscape - 7/11 - Dunn Avenue	
Lake Eola Heights HOA	
Inspiration Quarterly Pond Mowing	
Builders - Mastercraft Builder Group - Rivertown High Pointe	
Builders - Mastercraft Builder Group - Trailmark - Annuals billable	
Commercial - Evergreen Lifestyles Management - Grand Creek North	
D & J	
Commercial - Vesta Properties - Stillwater Commons - HOA - Homes completed	
Stillwater CDD- Phase 1A	
Park Lake Vilage	
Fox Creek HOA at Oakleaf	
Builders - Riverside Homes - Pioneer Village @ Crosswater	
Commercial - Evergreen Lifestyles Management - Grand Creek North Amenity	
Celebration CDD	
Builders - Dreamfinders - Wilford Preserve	
Commercial - Vesta Properties - Stillwater Commons	

LIVE OAK LAKE CDD LANDSCAPE SCOPE OF WORK
The work for the landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories, and services necessary or incidental to meet the requirements outlined in this scope below. The intention is to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract. The below scope is divided into “elements” to define the elements involved and required in the maintenance of the property.
General Services- Component “A”
Turf Maintenance
Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. High traffic and high-profile areas such as the entrances and Amenity/clubhouse areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation. In the event it becomes necessary to make a change in the mowing schedule for any reason, the CDD Management must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas. Contractor will not run over litter with mowers.
St. Augustine, Bahia turf shall be mowed weekly during the growing season from April 1st through September 30th and bi-weekly during the winter season. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the CDD Management. Contractor should anticipate 42 mows annually for all common areas.
Unirrigated pond areas and banks will be mowed 32 times annually as needed.

St. Augustine, zoysia and Bahia turf shall be cut with rotary mowers to maintain a uniform height. Bahia will be cut between 3.5” and 4.5”. St Augustine will be cut between 4.5” and 5.5”. Mowing heights will be set at 2”–3” for Zoysia turf. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Variation in the mowing pattern shall carried out when possible so as to not rut or cause paths.

Mowing of all ponds or wetland buffer areas shall be done with a 50” mower or larger discharging clippings away from the water. Any pond edges that cannot be reached with the full size mower will be string trimmed every other mow cycle at minimum or as needed to maintain an intended look as per the discretion of CDD management.
Visible clippings that may be left following mowing operations shall be removed from the site each visit. Discharging grass clippings into beds, tree rings or maintenance strips is prohibited and if it occurs they shall be removed prior to the end of each service day.
Contractor will take special care to prevent damage to plant material as a result of the mowing. Contractor is responsible for damages they cause while mowing.
Edging

Sidewalks, curbs, and concrete slabs, and other paved surfaces will be edged in conjunction with mowing operations each time. Beds, tree rings, and other landscape edges will be edged once during each detail rotation, every three weeks. Edging is defined as removal of unwanted turf and vegetation along the above borders by use of a mechanical edger. String trimmers are not to be used for edging and a proper edger will be used. Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

String Trimming

String Trimming shall be performed around road signs, guard posts, trees, shrubs, utility poles,and other obstacles where mowers cannot reach. Grass shall be trimmed to the same desired height as determined by the turf height specifications. String trimming shall be completed with each mowing cycle.

Maintaining grass-free areas by use of chemicals may be the preferred method in certain applications. Such use will only be done with prior approval of the CDD management.
Turf around the edge of all waterways shall be mowed or string trimmed to the natural water’s edge during every other mowing cycle at minimum.

Blowing

When using mechanical blowers to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces. In addition, care also must be taken to disrupt mulch from beds and any mulch blown out of beds must be placed back and raked smooth.
Damage Prevention/Repair

Special care shall be taken to protect building foundations, fencing, light poles, sign posts, monuments and other hardscape elements from mowing, edging or string trimming equipment damage. Contractor will agree to have repairs made by specialized contractors or reimburse the CDD or homeowners within 30 days for any damage to property caused by their crew members or equipment.

Detailing
Detailing of planted areas will be performed weekly in a sectional method, each section representing one-third of the entire property. Based on three sections, the contractor will completely detail the entire property once every three weeks at least. The exception will be the entrances, clubhouse areas and any other high profile or focal areas which should be tended to each week the crew is onsite. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree saucers and the removal of all unwanted vegetation. A detail crew will be onsite at least one day per week 42-52 times per year as needed to accomplish the full amount of detail rotations.
Pruning

Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant.
Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by the CDD management.

Pruning of trees up to a height of 12 feet is included in the scope of the work. If pruning is required above the height of 12 feet, contractor shall propose an extra service to the CDD representative and acquire approval prior to performing the work. The branching height of trees shall be raised only for the following reasons:

Provide clearance for pedestrians, vehicles, mowers and buildings. Minimum 8ft of clearance is required along all walkways and parking areas. Maintain clearance from shrubs in bed areas. Improve visibility in parking lots and around entries.
Prune trees to remove weak branching patterns and provide corrective pruning for proper development. Cut back to branch collar without leaving stubs. Provide clean and flush cut with no tearing of the tree bark.

Prune to contain perimeter growth within intended bed areas. Established groundcover shall be maintained 4” to 6” away from adjacent hardscape and turf. Bevel or roll leading edges to avoid creating a harsh boxed look. Mature groundcover shall be maintained at a consistent, level height to provide a smooth and even appearance and separation from adjacent plant material.
Structural pruning will be required for several varieties of plants bi-annually, annually or semi- annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. All needed structural pruning will be done once per year at minimum. All Ornamental Grasses are to be haystack cut one time per year.
Crepe Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12” away from previous year’s cuts.

Pruning of all palms less than 15’ in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods, and any loose boots.

Weed Control

Bed areas are to be left in a weed free condition after each detail service. While pre and post- emergent chemicals are acceptable means of control, weeds in bed areas larger than 3” shall be pulled by hand or string trimmed.

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required.
Trash Removal

Removing trash from all landscape areas will be the responsibility of the contractor. The contractor will remove trash from all focal areas, including medians, around amenity areas, and monuments every visit. Other trash will be removed during normal detail rotations.
Policing

Contractor will police the grounds during each service visit to remove trash, debris and fallen tree litter as needed prior to mowing and edging. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval with supplemental proposal.

As needed contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

All litter shall be removed from the property and disposed of off-site.

Communication
Daily, the contractor will communicate with the CDD representative for any landscape issues requiring immediate attention.
Communication is of the utmost importance. Contractor will provide a weekly written report in a form approved by the CDD representative which highlights the main aspects of the previous week’s maintenance activities. This can just be a checklist sent via email on Fridays or Mondays.

When requested by CDD management contractor will provide a Monthly Service Calendar for the upcoming period. A copy of the preceding month’s Irrigation Maintenance report and Lawn and Ornamental Fertilization report will be provided monthly. A copy of these documents should be submitted to the CDD representative by the 5th of each month electronically, or in person. This is only necessary should management request, likely due to performance concerns, however the vendor should always have them should management request.
Contractor agrees to take part in regular weekly, bi-weekly or monthly inspections, as decided by CDD management, of the property to ensure their performance is satisfactory. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for inspection meeting as needed or requested by CDD management.

Staffing
The Contractor shall have a well-experienced Foreman/Supervisor supervising all work onsite. This person should have knowledge of horticultural practices and be capable of properly supervising others. The Foreman/Supervisor should communicate regularly, daily when needed, with CDD management. Further, In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of the CDD representative prior to any such change. The intent is for maintenance personnel to familiarize themselves with the site.
The crew members should be properly trained to carry out their assigned task and should work in a safe professional manner. Each crew member should be in full uniform at all times.
Contractor is expected to staff the property with trained personnel experienced in commercial landscape maintenance. All personnel applying fertilizers, insecticides, herbicides, and fungicides must be certified by the state of FL. These individuals should be Best Management Practices Certified and hold a Limited Certification for Urban Landscape Commercial Fertilizer or a Certified Pest Control Operator or an employee with an ID card working under the supervision of a CPCO.

Contractor agrees to screen all crew members for criminal background. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an I-9 and other required documents on each employee.
Holidays observed that do not require staffing include New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day, and any other day agreed to by CDD Management. Normal working hours are from 7:00 AM until 7:00 PM. No power equipment will be operated near homes before 9:00 AM. Efforts will be made such that ALL work performed around the Amenity Areas and pool area is to be completed prior to busy attendance hours. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 5 PM.
Component “B” – Turf Care Program
ST. AUGUSTINE
Application Schedule – Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application schedule – St. Augustine
January: Winter fertilization, broadleaf weed control and disease control
March: Spring granular fertilization, broadleaf weed control, insect, and disease control
May: Late spring heavy, 100% slow-release Nitrogen fertilization with Arena and weed Control October: Heavy fall granular fertilization and broadleaf weed/disease control
Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a maximum of 4 lbs. of N/1000 square feet with a minimum of 50% slow release and a high Potassium blend in the fall fertilization to promote root development unless soil samples indicate the presence of sufficient Potassium. The winter liquid fertilization should contain a maximum of .5lbs of N/1000 square feet.

BAHIA – Where Applicable (Irrigated areas only)
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Bahia
March: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.
June: Chelated Iron application and Mole Cricket control.
October: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent.

Application Requirements: Fertilization
Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 2 lbs. of N/1000 square feet with a minimum of 30% slow release and a high Potassium blend in the late summer fertilization to promote root development unless soil samples indicate the presence of sufficient potassium.

Zoysia
Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Zoysia
January: IPM spot treatment for weeds as necessary and inspect/treat fungal activity. February: Pre-emergent herbicide/spot treatment for weeds and fungal activity.
March: Fertilization. Spot treat weeds and treat fungal and insect activity as necessary. April: Liquid Fertilization with .5lb N, with Iron, post emergent weed control, insect/disease control as necessary.
May: Fertilization
June: Insect/weed/disease control as necessary. July:	Insect/weed/disease control as necessary.
August: spot treat weeds as necessary, inspect/treat fungal activity.
September: Liquid Fertilization with emergent weed control, insect/disease control as necessary. October: Fertilization - Weed/insect/disease control as necessary.
November: Blanket Pre-emergent herbicide, w/Liquid Iron. Spot treat weeds and inspect/treat fungal activity.
December: Blanket potash - weeds as necessary, inspect/treat fungal activity.
Application Requirements: Fertilization

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

Insect/Disease Control

The reduction of irrigation water during the winter season will dramatically reduce the potential for fungus/disease problems. Contractor will be responsible to manage settings of irrigation timers.
Supplemental insecticide applications will be provided in addition to the normal preventive programs needed to provide control.

Weed Control
Weed control will be limited to the broadleaf variety and sedge type grasses under this program.

Contractor shall alert management of outbreaks of Crabgrass, Bermuda, Alexander and Dove grasses. Failure to do so will make the contractor liable for resulting turf loss. Supplemental insecticide applications will be provided in addition to the normal preventive program as needed to provide control.

Warranty
If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, diseases such as Take-All Root Rot and weeds such as Crabgrass which are untreatable with currently available chemicals, high traffic areas, drainage problems, or acts of God. In the event these conditions exist, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.
All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.
All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining. The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors’ recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with CDD management and agreed to by CDD management.

Component “C” – Tree/Shrub Care Program
Application Schedule – Trees and Shrubs Monthly Application Schedule -
March/April: Insect/disease control/fertilization. May/June: Insect/disease control as needed. July/August: Minor nutrient blend with insect/disease control.
October: Disease control as needed December. Insect/disease control/fertilization as needed.

Application Requirements: Fertilization
Contractor will submit a schedule of materials to be used under this program along with application rates. Fertilizers selected must be appropriate for the plant material to be fertilized such as an acid forming fertilizer for Azaleas which require a lower soil pH.

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 50% slow-release Nitrogen and a high Potassium blend in the fall fertilization to promote root development unless soil sample results indicate the presence of sufficient Potassium.

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of plant material are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.
This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35’. All native trees or transplanted trees over 35’ in overall height will require special consideration and are therefore excluded from this program.
There will be a deep root feeding on an as needed basis to establish newly planted trees. Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to “clump” fertilizer neither at the base nor in the crown of plants.

The irrigation system will be fully operational prior to any fertilizer application.
Soil testing will be carried out when needed at contractors’ recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with CDD management and agreed to by CDD management.

Insect/Disease Control

Insect and disease control is intended to mean a thorough inspection of all plantings for the presence of insect or disease activity and the appropriate treatment applied. All insect and disease infestations require follow-up applications for control and are included in this program.

Contractor is responsible for the continuous monitoring for the presence of damaging insects or disease. Any problems noted between regularly scheduled visits will be treated as a service call and responded to within 48 hours. Service calls due to active infestations are included in this program.
This program covers all disease and Insect activity on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35’. All native trees or transplanted trees over 35’ in overall height will require special consideration and are therefore excluded from this program.

Contractor will be required to apply all pesticides in accordance with labeled directions including the use of any Personal Protective Equipment.
Specialty Palms

Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and root/bud drench for potential disease and infestation.
When applicable, the contractor will monitor site tubes that have been installed to monitor ground water build up around the root ball of specimen palms to de-water them as necessary.

Warranty
If a plant or tree dies from insect or disease damage while under this Tree/Shrub Care Program, it will be replaced with one that is reasonably available by contractor if it is reasonably decided to be from negligence by the contractor determined by CDD management. Exclusions to this warranty would be Acts of God, along with pre- existing conditions, i.e. soil contamination or poor drainage, nematodes, borers, locusts and insects such as Asian Cycad Scale. Also excluded are diseases such as Verticillium and Fusarium Wilt, TPDD, Lethal Bronzing, Entomosporium Leaf Spot Fungus and Downey Mildew that are untreatable with currently available chemicals. In the event these conditions exist, the contractor is responsible to promptly report any detection to the CDD representative.
Component “D” – Irrigation Maintenance
Frequency of Service
Contractor will perform the following itemized services under “Specifications” on a monthly basis completing 25% of the inspection each week. The irrigation inspection will should be performed during the same week(s) each month. Repairs under $500 should be carried out each month with just verbal confirmation. Anything over $500 requires written approval.

Specifications
Activate each zone of the system.
Visually check for any damaged heads or heads needing repair.
Visually check all landscape areas irrigated with Netafim drip lines to ensure proper water flow and pressure.
Clean filters located at each zone valve monthly if applicable. Clean, straighten or adjust any heads not functioning properly.
Straighten, re-attach to bracing and touch up paint on riser heads as needed. Report any valve or valve box that may be damaged in any way.
Leave areas in which repairs or adjustments are made free of debris.
Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors. Contractor will provide a written report of the findings by zone. Qualifying Statements Repairs
Repairs that become necessary and that are over and above the routine monthly inspections will be done on a time and material basis. Hourly irrigation repair rates will be defined in overall landscape maintenance contract.
Request for authorization must be submitted to the CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the CDD representative prior to initiating any work. It is up to CDD management’s discretion to allow contractor to proceed with repairs at an agreed threshold without prior approval.

Service Calls

Service Calls required between scheduled visits will be billed on a time and material basis at the rates extra pricing rates.
When not an emergency, request for authorization must be submitted in written form to the CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the CDD representative prior to initiating any work.
Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows, or parking areas.

Contractor will be held responsible for any accident that arises from the over spray of water on hard surfaces if it is determined that the contractor was negligent in performing monthly irrigation maintenance.

Damage resulting from contractor’s crews working on the property (i.e., mower and edger cuts) will be repaired at no charge to the CDD within 24 hours of being detected.
Contractor shall not be held responsible for any system failure caused by lightning, construction work, pre-existing conditions, freeze or other acts of God.

Contractor shall not be held responsible for damage to the landscape caused by mandatory water restrictions placed on the property by the governing water management district.

Contractor will visually inspect irrigation system weekly while performing routine maintenance. Contractor will provide a 24 hour “Emergency” number for irrigation repairs.
Contractor shall take all required readings from meters or at pump stations as required and work with the CDD representative to file all quarterly and/or semi-annual reports to the Water Management District.

Component “E” – Additional Services
To be priced separately but as part of the landscape contract. These services are subject to bids at management’s discretion at any point.
Note: Additional services work is to be considered as a supplement of the overall Landscape Maintenance contract. All Special Services work is to be performed by supplemental crews. CDD management can bid out these services at their discretion and work is to be completed according to this scope, or as CDD Management agrees. In addition, contractor should and is expected to recommend when they believe these services should be carried out in their bid documents.
Additionally, all “Additional Services” will be billed in the month they are performed as a separate line item on that month’s invoice. Additional services costs will not be spread out across the full annual contract.

1 - Bedding Plants – Annuals (If Applicable)
The nature and purpose of “Flower Beds” is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

The most appropriate seasonal annuals will be used. A standard yearly rotation includes but is not limited to: All flower beds on the property will be changed out four (4) times per year during the months of January, April, July, and October. Changes to the amounts of annuals, rotations timing, or date of installation can be made at CDD management discretion.

Contractor recognizes that flower beds are intended to highlight and beautify high profile areas and should be selected for color, profusion, and display.
All newly planted beds will have a minimum of 50% of the plants in bloom at the time of installation and they shall be 4 ½” individual pots.

Contractor will obtain prior approval of plant selection from the CDD representative 2 weeks before installation.
Installation
Plants are to be installed utilizing a triangular spacing of 9” O.C. between plants.

Annually, prior to the Spring change out, existing soil will be removed to a depth of 6” in all annual beds and replaced with clean growing medium composed of 60% peat and 40% fine aged Pine Bark.
All beds will be cleaned, and hand or machine cultivated to a depth of 6” prior to the installation of new plants.

Create a 2” trench where the edge of the bed is adjacent to turf or hardscape.
A granular time-release fertilizer and a granular systemic fungicide will be incorporated into the bedding soil at the time of installation.

All beds should be covered with 1” layer of Pine bark Fines after planting.

Follow-up applications of fertilizer, fungicide and insecticide are provided as needed.
Annuals that require replacement due to over-irrigation or under-irrigation will be replaced immediately by contractor without charge to the CDD.

Maintenance
Flower beds unique to the property will be reviewed daily or at each service visit for the following: Removal of all litter and debris.
Beds are to remain weed – free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.

Seed heads are to be removed from plants as soon as they appear. “Pinching” of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent “pinching” will result in healthier, more compact plants.

Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly. Pre-emergent herbicides are not to be used in annual beds.
Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor’s expense.
Warranty
Any bedding plant that dies due to insect damage or disease will be replaced under warranty. Exclusions to this warranty would be freeze, theft, or vandalism.
- Bed Dressing
Application of designated mulching to community bed spaces.
Schedule
Mulching will be carried out twice per year. Once in the spring, once in the fall. The most desirable months are May and Early November. Mulch will be priced “per yard”. Application will be completed within a two-week time period.
Installation

Prior to application, areas will be prepared by removing all foreign debris and establishing a defined, uniform edge to all bed and tree rings as well as a 1” to 2” deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place. Bed dressing should be installed in weed free beds that have been properly edged and prepared.
Bed Dressing should be installed to maintain a 2” thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by the CDD representative. Some areas will require more mulch than others. Focal areas are to be prioritized. If at any point the application does not allow enough yards to maintain 2-inch depth across beds, then an additional proposal will be created by the contractor for the additional needed yards.

- Palm Trimming Schedule
Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date,etc.) in excess of 12’ will be trimmed up to two times per year in June and/or December as needed. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process. Contractor will monitor for disease and recommend treatment if necessary.

All palms less than 15’ will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.
Washingtonia palms in excess of 15’ will be trimmed up to two times per year in the months of February and August as needed.
All palms other than Washingtonia, in excess 15’ will be trimmed up to once per year in the month of August.
Trimming shall include removal of all dead fronds, loose boots and seed stalks.

Trim palms so that the lowest remaining fronds are left at a ten and two o’clock profile or nine and three o’clock at the discretion of management. “Hurricane” cuts are only to be done at the direction of the CDD representative.

When trimming, cut the frond close to the trunk without leaving “stubs”.

It is imperative that the contractor use clean and sanitized tools, sanitizing their tools thoroughly from tree to tree.

Narrative Approach to Scope of Services- Live Oak Lake CDD

 General Requirements
ULS is prepared to acquire any and all necessary equipment if not already owned to fulfill the contract requirements.
An Account Manager will be assigned to the account who will serve as the main point of contact for the District / Owner.
Field employees will be dressed in ULS branded uniforms at all times. Field crew members are required to wear dark green uniform shirts and ULS branded hi-viz yellow safety vests along with work style boots.
All ULS vehicles will be clearly marked with our logo.
A code of conduct and employee handbook outlining policies is provided to employees at the time of hire. Employees are required to review the handbook and sign an acknowledgement form stating they agree to it’s content.
PPE is provided to employees, and required for use at all times. Safety protocols are at the direction of our Fleet & Safety Manager and implemented by our Branch, Account and Production Managers.
Subcontractors & Consultants may be utilized for select services such as mulch installation, flower installation, palm pruning and agronomics. Those subcontractors will be expected to act as a representative of ULS at all times and adhere to contract requirements.

Reporting
ULS agrees and is open to regular meetings onsite to review necessary items.
A designated Account Manager will be assigned to the project to handle such coordination.
Best efforts will be made to return calls and emails within a timely manner.
All reports provided in RFP will be used along side ULS reporting
 Operations & Maintenance
Schedule Of Services
Staffing will be adequate to perform the tasks outlined in the Scope of Work for 52 visits
Pricing includes a full time Irrigation Technician
The property will be broken into sections
Mowing is to be completed in a weekly day schedule
The property will be broken into 4 equal sections to complete the detail on a monthly basis.
Maps outlining these areas will be provided to the crew and property management.
Turf Care
Mowing
United Land Services intends to approach the mowing of the current areas in this manner.
Mowing frequencies will be completed per the Scope of Services, for a total of approximately 42
cuts for all common areas and 32 cuts for unirrigated pond areas.
Production maps will be provided to the crew outlining the areas to be mowed per the contract documents.
The crew will be instructed on what size and type of mower to use based on site conditions and turf type. ( 72", 60" and 36")
The proper sequence of mowing operations will be outlined prior to job start.
Care will be taken when mowing on right of ways and roadways to insure safety to crew members and the general public.
Edging & Trimming
ULS will edge all hard areas weekly and soft beds on an every other cut sequence.
MOT precautions will be taken when required.
Trimming / weedeating will be performed per specifications. Weed & Disease Control
ULS will make applications based on site conditions and Best Management Practices. Fertilization
Fertilization blends shall be determined based on-site conditions and turf needs
Soil samples will be taken to ensure the proper fertilization formulas are used.
ULS will make application decisions based on Best Management Practices.
Fertilization as directed by Scope of Services.
Fertilization application will follow all state and city guidelines including black out periods.
Pest Control
As part of ULS Agronomic program, will utilize an IPM approach and Best Management Practices to determine application requirements.
Constant monitoring of turf is vital to insure desired results. ULS staff is trained to identify areas of concern and coordinate treatment as needed.
Shrub / Cord Grass & Groundcover Care Pruning
Crews will be provided a sectional detail map outlining the property boundaries. This map will evenly divide the property into four sections, each to be completed on a weekly basis.
Crews will be directed to prune plants using Best Practices, specific to each plant type.
Care will be taken not to remove buds or blooms on plants while flowering.
All clippings will be removed after service. Fertilization
Fertilization blends shall be determined based on-site conditions and shrub needs.
Blends will contain a complete bend of nutrients designed for ornamental shrubs.
ULS will make application decisions based on Best Management Practices.
Fertilization will follow scope of services 3x for shrubs
Pest & Disease Control
As part of ULS Agronomic program, will utilize an IPM approach and Best Management Practices to determine application requirements.
Constant monitoring of shrubs and ornamentals is vital to insure desired results. ULS staff is trained to identify areas of concern and coordinate treatment as needed.
Tree & Palm Trimming
Trees will be maintained to a height of 8’ over pedestrian walkways and 15’ over roadways.
Palm pruning to be completed 1x per year
Fertilization will be done in conjunction with the ornamental shrub application. Litter and Debris Removal
Litter and Debris to be removed prior to mowing.
All debris generated by maintenance services to be removed by ULS. Weeding
ULS will utilize chemical applications to maintain clean, and relatively weed free beds and mulched areas.
ULS will follow all State & Federal requirements to make such applications. MSDS sheets will be made available.
Best efforts will be made to keep areas with no mulch or groundcover present free from weeds, but no such guarantee can be made. Mulch and or dense groundcover is vital to weed free planting areas.
Irrigation
Inspections will be completed on a monthly basis and an inspection sheet provided to the Owner thereafter.
An initial audit report will be completed with in the first 30 days to access damages and deficiencies and reports will be presented to the Board of Supervisors/ District Manager
ULS understands that all unreported maintenance deficiences, parts and labor after the 30 day period will be assumed by the contractor.
Palm Fertilization
Palms to be fertilized 4x per year
Fertilization will follow all state and city guidelines abiding by all blackout guidelines
OTC injections will be complete 4x per year for all specialty palms

 Response Time

ULS will provide a dedicated Account Manager that will serve as the main point of contact for the Owner.
ULS will make best efforts to strictly adhere to all response time expectations.
ULS operations team will conduct all audits of the community with reports, pictures and detailed explanations in the first 30 days to the district manager and Board of Supervisors.

STATE OF

Florida
AFFIDAVIT REGARDING PROPOSAL
COUNTY OF Orlando	

Before me, the undersigned authority, appeared the affiant,

 Jena Rodgers	, and
having taken an oath, affiant, based on personal knowledge, deposes and states:

I am over eighteen (18) years of age and competent to testify as to the matters
contained herein. I serve in the capacity of  Director of Sales	 for  Florida ULS Operating , LLC
(“Proposer”), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer’s proposal (“Proposal”) provided in response to the Live Oak Lake Community Development District’s (“District”) request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.

The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual’s Table of Contents, as well as the receipt of the following Addenda:

Addendum No. Addendum No.
Addendum 1

Addendum 2

dated dated
3/15/2024

3/15/2024

Addendum No.	dated

Addendum No.	dated

By signing below, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; (iv) this is an informal bid, and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer has waived any right to challenge any matter
IV. AFFIDAVIT REGARDING PROPOSAL	1
4876-9932-0876.5
relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.

The Proposer authorizes and requests any person, firm or corporation to furnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and correct.
Dated this	'- 2	day of	S'::J\Qur:<-b	, 2024.

STATE OF  £ Io •	cl-	--- 
COUNTY OF	Or "-'r'=
;,	r:	_O:tYalr1	UL
Title:	h-c.c\:	c	o)...e.;

fl(Jr;cJ
The foregoing instrum t was acknowledged before me by means of ti5) physical presence or 0 online notarjzation this  ;)"' day of  Mc.,-<.,':)	, 2024, by-Jc.nc;. /loci	of
(;L::, 92<:r-crr,f\4	,	who	is	personally	known	to	me	or	O	who	hasproduced
	V	 as identificatjon, and O did or O did not take tbe oath.

Notaryl?ublid, State of Florida	_ 1
Print Name:	\(	1. lX	y... ,..t.,,"<:../
Commission No.:   -U os.nt,
My Commission Expires: OJ/ Q "l / alv' vf
'	1

AFFIDAVIT REGARDING PROPOSAL	2
4876-9932-0876.5
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services – Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District

FROM:
 Florida ULS OPeratings, LLC DBA United Land Services	
(Proposer)
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual. Proposal Form Contents:
Proposal Summary
Part I – General Information
Part II – Personnel and Equipment Part III – Experience
Part IV – Pricing Signature Page

V. PROPOSAL FORMS	1
4876-9932-0876.5
PROPOSAL FORM PROPOSAL SUMMARY SHEET
Florida ULS Operating, LLC DBA I,  Jena Rodgers	REPRESENTING  United Land Services	 Company and/or Corporation (“Proposer”), agree to furnish the services required in the scope/specifications at the following prices:

I.	Contract Proposal Amount:	$
(Please provide an average of all five years of pricing)
Annual Total, Year 1:	$
Annual Total, Year 2:	$

313,328

322,728
332,409

	Annual Total, Year 3:	$	342,381	
	
Annual Total, Year 4:	
$	352,653	
	
Annual Total, Year 5:	
$	363,233	

II.	
Proposer Information		

NAME OF PROPOSER:	 United Land Services	
ADDRESS: 12276 San Jose Blvd. Suite 747. Jacksonville, FL 32223	

PHONE:
904-544-0648	
FAX: 	
SIGNATURE:	
PRINTED NAME:   Jena Rodgers	

TITLE: DATE:
Director of Sales and Business Development	 3/22/24	
PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Name   Florida ULS Operating, LLC DBA United Land Services	
Street Address  12276 San Jose Blvd, Suite 747	

P. O. Box (if any)					 City  Jacksonville		 State  Florida	 Zip Code  32226	
Telephone  904-544-0468	 Fax no. 	

1st Contact Name 2nd Contact Name
 Chris Marques	 Title  VP of Operations
 Jena Rodger	 Title  Director of Sales 

Parent Company Name (if any)
United Land Services Operating,

Street Address
12276 San Jose Blvd Suite 747

P. O. Box (if any)		
City
Jacksonville
State	Fl
Zip Code
32223

Telephone   904-829-9255	 Fax no. 	

1st Contact Name 2nd Contact Name
Company Standing:
Ray Leach
Donnie Cope
Title Title
COO

Senior VP

Proposer’s Corporate Form:  Limited Liability Company	
(e.g., individual, corporation, partnership, limited liability company, etc.)
In what State was the Proposer organized? Delaware	 Date  2020	
Is the Proposer in good standing with that State? Yes  x	 No 	

If no, please explain		

Is the Proposer registered with the State of Florida, Division of Corporations and
authorized to do business in Florida? Yes  x	 No 	

If no, please explain		

What are the Proposer’s current insurance limits?

General Liability	$ 1,000,000		
Automobile Liability	$ 1,000,000		
Workers Compensation	$ 1,000,000		
Expiration Date	 3/31/2024		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:
See attached certification pages.

PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office, which would perform work for the District.
Street Address

P. O. Box (if any)
1010 US Hwy 17 92 N

N/A

City   Davenport	 State  Florida	 Zip Code
33837

Telephone
(904) 510-7014
Fax no.
N/A

1st Contact Name
 Chris Marques	 Title
VP of Operations

2nd Contact Name
John Borland
Title
Branch Manager

Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:
Supervisors, who will be onsite 3	days per week;
Technical personnel, who will be onsite 1	days per week ; and
5	Laborers, who will be onsite 3	days per week.
	
Officers and Supervisory Personnel – Please complete the pages that follow at the end of this Part regarding the Proposer’s Officers and Supervisory Personnel, and attach resumes for any individuals listed.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture,
horticulture, or other relevant fields of expertise? Yes  x  No 	 If yes, please provide
the following information for each person (attach additional sheets if necessary):
Name:  Bill Kinsley	

Position / Certifications:
Agronomics Manager

Duties / Responsibilities:  Oversee the agronomics program for community	

% of Time to Be Dedicated to This Project:  20	%
Please describe the person’s role in other projects on behalf of the Proposer:
Project Name/Location:	Please	See	reference	pages	
Contact:
Reference
Contact Phone:
References
Project Type/Description:
Agronomics for irrigated turf program, shrub and palm fertilization

V. PROPOSAL FORMS	5
4876-9932-0876.5
Duties / Responsibilities:
Oversees full program along with any subcontractors

Dollar Amount of Contract:
All contracts for Orlando - over 10 Mil

Proposer’s Scope of Services for Project:  Oversees all agronomics programs for turf	 shrubs and palms for the communities to ensure proper formulas for states and local
regulations.

Dates Serviced:
2020-2024

Subcontractors – Does the Proposer intend to use any subcontractors in connection with
the work? Yes  x	No	For each subcontractor, please provide the following
information (attach additional sheets if necessary):

Subcontractor Name
TruGreen

Street Address 	2175 N Foryth Rd Orlando, Fl 32807	
P. O. Box (if any)		

City
Orlando

State
Florida

Zip Code
32807

Telephone
407-466-7304
Fax no.

1st Contact Name
 Anthony Fortuna	 Title
Manager

2nd Contact Name		 Title 	

Proposed Duties / Responsibilities:
Turf Agronomics Applications

Please describe the subcontractor’s role in other projects on behalf of the Proposer:
Swan and Dolphin Resorts at Walt Disney/ Harmony West CDD/Champions Gate/ Kindred 1 & 2
Project Name/Location:  Celebration CDD/ Orange Lake Resorts	
Contact See reference sheet
Contact Phone:
refer to reference sheet

Project Type/Description: Dollar Amount of Contract:
All irrigated turf programs for Orlando branches

6 million

Proposer’s Scope of Services for Project:
fertilization for all turf types located at our Orlando Properties,

Dates Serviced:
2024

V. PROPOSAL FORMS	6
4876-9932-0876.5
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the Proposer’s personnel who will be involved with this project, and provide proof thereof to the extent permitted by law:
United Land Services implements E verification

Equipment – Please complete the pages that follow at the end of this Part regarding the Proposer’s Equipment that will be used in connection with this project.

4876-9932-0876.5
OFFICERS

PROPOSER: United Land Services		DATE: 3/22/24	
Provide the following information for key officers of the Proposer and parent company, if any.

NAME	POSITION OR TITLE	

RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	
Bob Blanford	CEO	
Over see entire company	Jacksonville, FL	
Tatiana Kurtiyakova	VP of Accounting	Oversees all AR/ AP	Jacksonville, Fl	

David R. Leach	
COO	
Oversees all VP and Regionals	
Jacksonville, FL	
Jason Lamb	CFo	
Oversees all financials	Jacksonville, Fl	

FOR PARENT COMPANY (if applicable)				

Bob Blanford	
CEO	
Over see entire company	
Jacksonville, FL	
Tatiana Kurtiyakova	VP of Accounting	Oversees all AR / AP	Jacksonville, Fl	
David R. Leach	COO	Oversees regionals/ VP's	Jacksonville, Fl	
Jason Lamb	CFO	Oversees all financials	Jacksonville, Fl	

SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK

PROPOSER: Florida ULS Operating, dba United Land Service	DATE: 3/22/24	

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT / # OF DAYS ON-SITE
PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	

Chris Marquess	VP of Operations	Oversee all landscape maintenance operations	
Orlando	
As needed.	
3	
15	

Jason Ackman	Regional Manager	Oversee all Orlando area maintenance operations	
Orlando	
As needed	
1	
25	

John Borland	Branch Manager	Oversee Orlando South maintenance operations	
Orlando	
As needed	
6	
33	

Josh Benton	Account Manager	
Oversee multiple crews	
Orlando	25% and 1-2 days	
2	
20	

Tony Roberts	Irrigation Manager	
Maintain irrigation	
Orlando	
40%	
3	
15	

Bill Kinsey	Agronomics Manager	
Maintain agronomics	
Ocala	
20%, 1 day	
5	
35	

							

COMPANY OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK

PROPOSER: Florida ULS Operating, dba United Land Services	DATE: 3/22/24	

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	
STORAGE AND WORK SITE LOCATIONS	

2	
Isuzu NPR	3	
Reunion Office, Florida	

2	
72" John Deere Mower	3	
Reunion Office, Florida	

3	
52" / 61" John Deere Mower	3	
Reunion Office, Florida	

2	
Stihl Weed Eater	3	
Reunion Office, Florida	

2	
Stihl Edger	3	
Reunion Office, Florida	

4	
Backpack Blower	3	
Reunion Office, Florida	

1	
Irrigation Van	3	
Reunion Office, Florida	

1	
Z sprayer	3	
Reunion Office, Florida	

1	
Gater	3	
Reunion Office, Florida	

2	
1/2 Ton Pick up Truck	3	
Reunion Office, Florida	
				
* Pleae note equipment may change based on the need of
PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously?
Yes  X  No 	
If yes, please provide the following information for each project (attach additional sheets if necessary):
Project Name/Location: Harmony West CDD	 Contact: Shelley Kaercher   Contact Phone: shelleykaercher@forestar.com	 Project Type/Description:  Landcape Maintenance	 Dollar Amount of Contract:  $400,000	
Scope of Services for Project:Landscape Maintenance, irrigation, and agronomics for the  CDD, HOA, and Clubhouse.

Dates Serviced:  7/2022-Current	
List the Proposer’s total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:

2023 =	225,000,000	
2022 =	125,000,000	
2021 =	88,570,000	
Please provide the following information for each project that is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as well. Attach additional sheets if necessary.
Project Name/Location: Kindred CDD	 Contact: Paul Almonte	 Contact Phone:palmonte@artemislifestyles.com	 Project Type/Description:  Community Development District	 Dollar Amount of Contract:  $850,000	 How was the project similar to this project?  Landscape maintenance, irrigation, and	 agronomics for a high trafficked residential community. Require attention to detail, and frequent communication with manager.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	Mowing, edging, weed control	
irrigation, agronomics, additional ancillary services such as mulch, annuals, and arbor care for all common ares, town homes, clubhouse, and other areas.

List of equipment used on site:  Isuzu NPR, various sized mowers, edgers, weed eaters,	 backpack blowers, irrigation truck, z-sprayer, gator, 1/2 ton pick up trucks.

List of subcontractors used:  TruGreen / Mulch Vendor	

Is this a current contract? Yes X	 No 	
Duration of contract:  2022-Current	

(Information regarding similar projects – continued)

Project Name/Location:
Champions Gate at Country Club
Contact: Kristina Inkrott   Contact Phone:  407-619-6936	 Project Type/Description:  HOA	 Dollar Amount of Contract:  980,000	 How was the project similar to this project?  Landscape maintenance, irrigation, and   agronomics for a high trafficked residential community. Require attention to detail, and
frequent communication with manager.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):  Mowing, edging, weed control	
irrigation, agronomics, additional ancillary services such as mulch, annuals, and arbor care for master association, various HOAs, included maintenance free for 995 homes.

List of equipment used on site:  Isuzu NPR, various sized mowers, edgers, weed eaters,	 backpack blowers, irrigation truck, z-sprayer, gator, 1/2 ton pick up trucks.

List of subcontractors used:  TruGreen	

Is this a current contract? Yes  X  No 	
Duration of contract:  2022-Current	

(Information regarding similar projects – continued)

Project Name/Location:  Celebration CDD	 Contact: Angela Montagna   Contact Phone: 727-638-0268	 Project Type/Description:  Community Development District	 Dollar Amount of Contract:  $1,200,000	 How was the project similar to this project?  Landscape maintenance, irrigation, and	 agronomics for a high trafficked residential community. Require attention to detail, and
frequent communication with manager.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):   Mowing, edging, weed control	 irrigation, agronomics, additional ancillary services such as mulch, annuals, and arbor care
for Celebration CDD.

List of equipment used on site:  Isuzu NPR, various sized mowers, edgers, weed eaters,	 backpack blowers, irrigation truck, z-sprayer, gator, 1/2 ton pick up trucks.

List of subcontractors used:  TruGreen ./ Mulch Vendors	

Is this a current contract? Yes  X  No 	
Duration of contract:  2023-Current	
(Information regarding similar projects – continued)
Project Name/Location:  Tohoqua CDD	 Contact: Jeff Farhood	 Contact Phone:  850-322-2949	 Project Type/Description:  HOA	 Dollar Amount of Contract:  $350,000	 How was the project similar to this project?  Landscape maintenance, irrigation, and	 agronomics for a high trafficked residential community. Require attention to detail, and frequent communication with manager.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):  Mowing, edging, weed control	 irrigation, agronomics, additional ancillary services such as mulch, annuals, and arbor care
for common grounds, and landscape installation for individual homes.

List of equipment used on site:  Isuzu NPR, various sized mowers, edgers, weed eaters,	 backpack blowers, irrigation truck, z-sprayer, gator, 1/2 ton pick up trucks.

List of subcontractors used:  No subcontractor used.	

Is this a current contract? Yes  X  No 	

Duration of contract:  2022-Current	

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any landscape or irrigation installation or maintenance
contract within the past 5 years? Yes 	 No  x	 For each such incident, please provide
the following information (attach additional sheets as needed):

Project Name/Location:		 Contact:	 Contact Phone: 	 Project Type/Description: 		 Dollar Amount of Contract: 		
Scope of Services for Project: 	

Dates Serviced: 	 Reason for Termination: 	

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes 	 No X	
If yes, please describe each violation, fine, and resolution		

What is the Proposer’s current worker compensation rating? 	

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes 	 No 	

If yes, please describe each incident 	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No  X	If yes, please provide:
The names of the entities 	
The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.
None

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.
None

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_) No (X_) If yes, provide the following:
Identify the Case # and Tribunal:	
Describe the Nature of the Action:	

Describe the Proposer’s Role in the Action and Describe the Status and/or Resolution:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors executed an assignment for the benefit of creditors within the past 10 years? Yes (_) No (X_) If yes, please explain:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g., failing to pay subcontractors or materialmen) within the past 10 years? Yes (_) No (X_) If yes, please explain:

PROPOSAL FORM SIGNATURE PAGE

Under penalties of perjury under the laws of the State of Florida, l represent that I have authority to	sign	this	Proposal	Form	(including	Parts	I	through	IV)	on	behalf	of
Florida ULS Operating, LLC	 ("Proposer") and declare that I have read the foregoing
Proposal Form (including Parts I through IV) and that all of the questions are fully and completely
answered, and all of the information provided is true and correct.
Dated this -""2-""2_	day of	\\'\c.u-- <h.	,2024.

Proposer:
.LL£,,
By:	' 	v,.., >':":::::-::': .
STATE OF	y I",-; JC\
COUNTY OF 0r- ft <
Title:	'"' -- -1 i	t	-" 	

The foregoing instrument was sworn to (or affirmed) and subscribed before me by means of		physical presence or O online notarization this Q.;l""c\ay of !4 c;,,,--r,h			, 2024, by '"J'Q.C"\	floohr..e c5 of J<.,.nc,l '\ UL. S Dpt rc.,,•1'j	who	is	D	personally	known	to	me	or	D	who		has	"produced
	as identifica,tion, and D did\or D did not take the. oath.

Nodiry· Public/State of Florida
Print a e:	ll.v\y	\.\4,v rlc:.,..._q
Comm1ss1on No.:	Y iJ e>:;>')3\o?.
My Commission Expires:	ca/ 0, /-;Jefd'1
I

PROPOSAL FORMS	22
4876-9932-0876.5
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.

Name of Proposer:
Florida ULS Operating, dba United Land Service

I am authorized to make this affidavit on behalf of my firm and its owner, directors, and officers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing

I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections (“Public Integrity Laws”):
Section 287.133, Florida Statutes, titled Public entity crime; denial or revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District (“Prohibited Criteria”).
I understand that the Public Integrity Laws apply to the bidding documents applicable to the District’s Request for Proposals for Landscape and Irrigation Maintenance Services Project (“Project”) and the contract to be executed in connection with the Project.
Based on information and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
 x  Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.

   The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	1
4876-9932-0876.5
If this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or by attaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer’s alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the term of the contract.

E-Verify

I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida’s E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security’s E- Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
I understand that, if there is a good faith belief that one of our subcontractor(s) has knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

The price(s) and amount(s) of in our proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the price(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person who is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt has been made or will be made to induce any firm or persons to refrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or other form of complementary proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any firm or person to submit a complementary or other noncompetitive proposal.
Our firm, its affiliates, subsidiaries, officers, director, and employees are not currently under investigation, by any governmental agency and have not in the last 3 years been convicted or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

I state that I and the named firm understand and acknowledge that the above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facts relating to the submission of proposals for this work.

Sworn before me on J.J o.J	, 2024
	Mc.rc,t)

/i

Notary Stamp

VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	3
4876-9932-0876.5

Live Oak Lake CDD Landscape Fee Summary

Contractor: Unjited Land Services	Property: Live Oak Lake CDD

Address: 12276 San Jose Blvd. Suite 747	Address:	219 E. Livingston St.
Orlando, Florida,
Jacksonville, FL 32223	32801
Phone: 904-544-0648	Phone: 407-750-3599
Fax:
Contact: Luke Blackson	Contact: JWright@gmscfl.com
Email: lblackson@unitedlandservices.com	Email:

	JAN	FEB	MAR	APRIL	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL	
GENERAL SERVICES
(Schedule A) - Mowing/Detailing	
13,836	
13,836	
18,445	
18,445	
23,054	
23,054	
23,054	
23,054	
23,054	
18,445	
18,445	
13,836	
$230,558	
TURF CARE
(Schedule B)
Bahia/St Augustine Fert	
1,792	
672	
3,805	
1,119	
1,792	
1,119	
3,806	
1,342	
1,792	
672	
3,806	
672	
$22,389	
TREE/SHRUB CARE
(Schedule C)
Tree/Shrub Fert	
230	
1,031	
344	
402	
459	
344	
516	
516	
344	
1,031	
230	
286	
$5,733	
BED DRESSING - Estimate mulch yds (Schedule E - B.)
Per Yard Pricing:					
15,000
250						
9,000
150		
$24,000	
PALM TRIMMING
(Schedule E - C.) Per Palm Price:				
10,980					
10,980				
$21,960	
ANNUAL CHANGES - None at this time
(Schedule E - A. )
Per Annual Pricing:	
0	
0	
0	
0	
0	
0	
0	
0	
0	
0	
0	
0	
$0

$8,688	
IRRIGATION MAINT.
(Schedule D)	
724	
724	
724	
724	
724	
724	
724	
724	
724	
724	
724	
724		

TOTAL FEE PER MONTH:	
$16,582	
$16,263	
$23,318	
$31,670	
$41,029	
$25,241	
$28,100	
$25,636	
$36,894	
$20,872	
$32,205	
$15,518	
$313,328	

Flat Fee Schedule	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$26,111	$313,328	

Initials	 	

Live Oak Lake Community Development District

Addendum #1
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

The following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

01: How many yards of mulch to be included in the contract?

A1: The contract should include 400 yds of mulch. 250 In May 150 in November.

02: Is the Landscape vendor responsible for "Wet Checks"?

A2: Yes this is clearly defined in Component D of the scope. Also please refer to the "Supplemental Irrigation Specification for Component D"

03: Are vendors allowed to attend the meeting on April 3rd, 2024.

A3: COD meetings are open to the public and vendors are allowed to attend the meeting. The meeting will be held on April 3rd, 2024, at the Celebration public library. There is limited space in the meeting room and it is requested that if you intend to attend the meeting, please utilize the zoom link that will be posted on the CDD's website, www.liveoaklakecdd.org, when the agenda is released a week prior to the meeting.
There is no guarantee that the board will want to meet with bidders, or listen to bid presentations at this time. The board will have sole discretion on how they wish to proceed with the meeting.

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

04: Please provide an overall palm count broken down by palm type.

A4: It is expected that any potential bidder will inspect the property, and gather any information related to palm trees on their own accord. The COD will not be supplying this information to bidders. Please use the area map provided to review COD areas.

05: Please provide an irrigation zone count.
AS: The East I West controller has 59 stations, the North I South controller has 64 stations

06: Please delineate areas sodded with St Augustine, Bahia and Zoysia turf

A6: It is expected that any potential bidder will inspect the property, and gather any information related to the turf on their own accord. In general, there is bahia sod along the pond banks, and St. Augustine everywhere else. However, bidders are expected to verify this information themselves and obtain sod coverage area on their own.

07: Please provide all mulch types used on the property and locations where each will be used.

A7: Chocolate Cypress Mulch is the preferred mulch for the property This will be used in all COD mulch beds including roundabout monuments, viburnum hedge lines, and other plant beds on COD property

08: On the form "SUPERVISORY PERSONNEL WHO WILL BE INVOLVED WITH THE WORK",
does the field "% OF TIME TO BE DEDICATED TO THIS PROJECT' refer to their time spent on the project as a percentage of the total project period or as a percentage of their overall time spent working out of the year, including on unrelated projects?

AB: The account manager assigned to this project is expected to supervise the onsite crews as much as possible, and be available for meetings with district staff as described in the scope.

09: On Proposal Form Part Ill - Experience, is a full list of work performed for community development districts required? Should examples listed be restricted to a certain area, time period, or size of project performed?

A9: The experience list should include all CDD's that the contractor has serviced in the state of Florida that they wish to include to validate their services. References and other information to such is for the bidder to show board members their experience with similar projects. The bidder should answer this question and provide information at their own discretion.

010: On Proposa Form Part Ill - Experience, p ease provide specific requirements for projects "similar to this project" beyond the requirement that they also include irrigation maintenance

A10: Page 9, section 20 of the RFP packet that was provided explains the only mandatory requirements for contractors. When listing projects similar to this project we are looking for previous CDD's I HOA's that the contractor serviced, properties whose contract values are similar, or other large corporate I government projects. We understand that not every contractor will have experience with working for CDD's in the past, and this will not automatically disqualify you from

ADDENDUM #1 - RFP 2024
LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

bidding or being considered. This is meant to be up to the bidders discretion to best display their past performance.

011: On Proposal Form Part IV- Pricing, a subheading on the field "TURF CARE" specifies "Bahia/St Augustine Fert". However, the specifications include additional requirements for turf care under Component "B" beyond fertilization including insect/disease control. Should these additional services be included in the pricing under "TURF CARE" or elsewhere?
A11: This pricing should be included in the "TURF CARE" section on the fee summary schedule.
012: On Proposal Form Part IV- Pricing, a subheading on the field ''TREE/SHRUB CARE" specifies "Tree/Shrub Fert". However, the specifications include additional reguirements for bed care under Component "C" beyond fertilization including insect/disease control. Should these additional services be included in the pricing under "TREE/SHRUB CARE" or elsewhere?

A12: This pricing should be included in the "TREE/SHRUB CARE" section.

013: Will irrigation repairs not necessitated by negligence on the part of the bidder be considered additional billable services? Will these repairs be subject to the hourly irrigation rate provided on Proposal Form Part IV?
A13: Yes, any irrigation repairs that are not a result of negligence will be billed separately then the standard contract. The contractor should alert the District Field Manager and Irrigation Consultant of any needed repairs and submit a proposal for the repair.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
Florida ULS Operating, dba United Land Service

SIGNATURE:

DATE:  3/22/24	_

ADDENDUM #1 - RFP 2024 LANDSCAPE MAINTENANCE SERVICES
Live Oak Lake Community Development District

Addendum #2
Live Oak Lake CDD RFP 2024 Landscape Maintenance Services

March 15, 2024

To: All Prospective Proposers:

T he following changes, additions, clarifications, and deletions amend the Request for Proposals of the above captioned Project, and shall become an integral part of the Submittal. Please note the contents herein and affix the same to the documents you have on hand. Indicate on the Acknowledgement of Receipt of Documents and Proposal Signature Form that this Addendum has been received.

CLARIFICATIONS/QUESTIONS:

C1: Component D - Irrigation Maintenance - Scope of Services

C1: Please also review and include the specifications defined in the "Supplemental COD Irrigation Spec Component D" when creating your bid. This has been provided with this addendum in a separate document.

Please sign and return with your bid packet. Attach this form to your bids.

NAME OF FIRM:
Florida ULS Operating, dba United Land Service

3/22/24

ADDENDUM #2 - RFP 2024 LANDSCAPE MAINTENANCE SERVICES

Providing exceptional landscape services to partners across the state of Florida.

United We Grow!

Uniting partners through exceptional landscape services

SECTION g.

Landscape & Irrigation Maintenance Proposal
Prepared for
Live Oak Lake CDD
March 2024

March 22, 2024

Jarett Wright, Field Manager 219 E. Livingston Street Orlando, FL 32801
407-841-5524
407-396-0529 tel

1773 Business Center Lane Kissimmee, FL 34758

Re: Response to Proposal Landscape and Irrigation Maintenance Services for Live Oak Lake Community Development District

To Mr. Wright and Committee,

Thank you for the opportunity to bid the landscape maintenance for the Live Oak Lake Community Development District. Our proposal has been created to address your specific needs and expectations.

Our enclosed proposal includes the following sections:
Required Documents: Proposal forms included in your RFP, as well as notarized documents.
Personnel: Information about our company and local offices, our management staff allocated to serving your community, and a summary of how plan we organize our service crews.
Experience & References: Examples of our current projects, which are similar in scope to your needs and expectations, and references for these projects.
Startup Plan: Our 30-60-90 Day Plan that outlines what our maintenance crew, irrigation team, fert/chem team, and account manager will accomplish in the first 90 days. This also includes a letter describing how we intend to accomplish all landscaping tasks outlined in your scope of work.
Pricing Summaries: Completed pricing forms from your RFP.

We welcome the opportunity to provide you any further details about our firm’s commitment to
delivering a landscape that Live Oak Lake CDD can be proud of.

Sincerely,

Nicole Ailes
Business Development Manager Yellowstone Landscape nailes@yellowstonelandscape.com 559-977-4719

Live Oak Lake CDD

AFFIDAVIT REGARDING PROPOSAL
STATE OF Florida
COUNTY OF Orang,;;.e.	_

Before me, the undersigned authority, appeared the affiant, Kyle Nursey
having taken an oath, affiant, based on personal knowledge, deposes and states:
, and

I.	I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of Business Development Mariager	for Yellowstone Landscape• Southeast LLC
(«Proposer"), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer's proposal ("Proposal") provided in response to the Live Oak Lake Community Development District's ("District") request for proposals for landscape and i1Tigation maintenance se1vices. All of the information provided therein is full and complete, and tiuthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, pa1ticipated in collusion or proposal rigging.

The Proposer agrees through submission of the Prqposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.

The Proposer acknowledges the receipt of the complete Project Manual as provided by the District and as described in the Project Manual's Table of Contents, as well as the receipt of the following Addenda:
Addendum No. 1	dated --3-/15-/2-4  --------
Addendum No.		dated 			_ Addendum No.  		dated 		_ Addendum No.		 dated 	_
By signing below, the Proposer acknowledges that (i) the Proposer has rea<l, understood> and accepted the Project Manual; (ii) the Proposer has had an opp01tunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; (iv) this is an informal bid; and no protest rights or other procurement rights will be afforded to the Proposer; and (v) the Proposer has waived any right to challenge any matter

IV, AFFIDAVIT REGARDING PROPOSAL
4876-9932.-0876.J
relating to the Project Manual, includjng but not limited to any protest relating to the proposal notice, proposal instrnctions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.
The Proposer authorizes and requests any person, firm or corporation to f·urnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.
Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is tme and conect.
Dated this 1fh	dayof  M(Lrch.		, 2024.

STATE OF	'f'lo n.d.o->
COUNTY OF  O fOJC)
Propos
By: 		 L		'Y''- ,vvo<-y
Title:'Busines;elopment Manager
bo- 
The foregoing instrument was acknowledged before me by means of IQ"physical presence or D online notarization this 41"1.-\ day of N\oxch			2024, by il-yte. Nurse.7		of YeJIOuJStone t.o.nd§(all,who	is	personally	known	to		me	or	D	who	has	produced
-------------
as identification, and D did or (B"ciid not take the oath.

Print Name: She.rQ:1 Ujnn FoltL:u
Commission  No.:_il'-lH----===OO:...!:-Jc.!:5::..::S::..:2-==	­  
My Commission Expires: ::rune. 11,2.oV:I;

AFFIDAVIT REGARDING PROPOSAL	2
4876-9932-0876.5
PROPOSAL FORMS

PROPOSAL FORM
FOR
LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES TO BE SUBMITTED TO:
LIVE OAK LAKE COMMUNITY DEVELOPMENT DISTRICT
c/o Governmental Management Services – Central Florida, LLC, on or before March 25, 2024 at 11:00am (EST)

TO:	Live Oak Lake Community Development District

FROM:
Yellowstone Landscape- Southeast LLC

(Proposer)
In accordance with the Request for Proposals for Landscape and Irrigation Maintenance for Live Oak Lake Community Development District, the undersigned proposes to provide all services as described in the detailed Scope and/or Specifications for the District.
All proposals shall be in accordance with the Project Manual. Proposal Form Contents:
Proposal Summary
Part I – General Information
Part II – Personnel and Equipment Part III – Experience
Part IV – Pricing Signature Page

PROPOSAL FORMS	1
4876-9932-0876.5
PROPOSAL FORM PROPOSAL SUMMARY SHEET
I,  Nicole Ailes
REPRESENTING
Yellowstone Landscape- Southeast LLC

Company and/or Corporation (“Proposer”), agree to furnish the services required in the scope/specifications at the following prices:

Contract Proposal Amount:	$	
(Please provide an average of all five years of pricing)

Annual Total, Year 1:	$	

Annual Total, Year 2:	$	

Annual Total, Year 3:	$	

Annual Total, Year 4:	$	

Annual Total, Year 5:	$	

Proposer Information

NAME OF PROPOSER:

Yellowstone Landscape- Southeast LLC

ADDRESS:  1773 Business Center Lane, Kissimmee, FL 34758	
PHONE:
(407) 396-0529
FAX:
(407) 396-2023

SIGNATURE:	
PRINTED NAME:	Nicole Ailes

TITLE: DATE:
Business Development Manager

3/22/24

V. PROPOSAL FORMS	2
4876-9932-0876.5
PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Name Yellowstone Landscape- Southeast LLC

Street Address
3235 N. State Street

P. O. Box (if any)		

City Bunnell
State FL
Zip Code 32110

Telephone
386-437-6211
Fax no.

1st Contact Name 2nd Contact Name
Nicole Ailes Kyle Nursey
Title Business Development Manager

Title Business Development Manager

Parent Company Name (if any) 	

Street Address 	

P. O. Box (if any)		

City 	 State 	 Zip Code 	

Telephone 	 Fax no. 	

1st Contact Name		 Title 	

2nd Contact Name		 Title 	

Company Standing:

Proposer’s Corporate Form:
Corporation

(e.g., individual, corporation, partnership, limited liability company, etc.)

In what State was the Proposer organized? Delaware
Is the Proposer in good standing with that State? Yes  X 

No 	
Date
April 2008

If no, please explain		

V. PROPOSAL FORMS	3
4876-9932-0876.5
Is the Proposer registered with the State of Florida, Division of Corporations and
Kyl
authorized to do business in Florida? Yes  X 
No 	
If no, please explain		

What are the Proposer’s current insurance limits?

General Liability	$ 1,000,000.00	
Automobile Liability	
$ 2,000,000.00	
Workers Compensation	
$ 2,000,000.00	
Expiration Date	
April 2024	

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

Certified Pest Control Operator- In good standing ISA Certified Arborist- In good standing
Irrigation Specialty Contractor- in good standing

V. PROPOSAL FORMS	4
4876-9932-0876.5
PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office, which would perform work for the District.

Street Address
1773 Business Center Lane

P. O. Box (if any)		

City Kissimmee
State FL
Zip Code 34758

Telephone
407-396-0529
Fax no. 407-396-2023

1st Contact Name 2nd Contact Name
Pete Wittman Elisamuel Flores
Title Title
Branch Manager

Account Manager

Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

1	Supervisors, who will be onsite 3
days per week;
	2		Technical personnel, who will be onsite   2
days per  month ; and
	4		Laborers, who will be onsite   3 days per week.
Officers and Supervisory Personnel – Please complete the pages that follow at the end of this Part regarding the Proposer’s Officers and Supervisory Personnel, and attach resumes
for any individuals listed.
*Resumes are under Personnel Tab*
Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture,
horticulture, or other relevant fields of expertise? Yes  X No 	 If yes, please provide
the following information for each person (attach additional sheets if necessary):
Name: Landon Pyle

Position / Certifications: Certified Pest Control Operator

Duties / Responsibilities: Oversee fertilization & pest control programs	
% of Time to Be Dedicated to This Project: 5	%

Please describe the person’s role in other projects on behalf of the Proposer: Project Name/Location: Reunion East and Reunion West CDD
Contact: Alan Scheerer
Project Type/Description:
Contact Phone: 407-398-2890
Community Development District

V. PROPOSAL FORMS	5
4876-9932-0876.5
Duties / Responsibilities:
Landscape Maintenance

Dollar Amount of Contract:
$750,000+

Proposer’s Scope of Services for Project:
Mowing of common area turf, pruning of

landscape beds, maintenance of annual flower beds, pest and weed control in turf and shrubs, irrigation inspections, palm pruning, and mulching.

Dates Serviced:  2008-current	

Subcontractors – Does the Proposer intend to use any subcontractors in connection with
the work? Yes  X No 	 For each subcontractor, please provide the following
information (attach additional sheets if necessary):

Subcontractor Name
Enviro Tree Services

Street Address
3202 Phils Lane

P. O. Box (if any)		

City
Apopka

State
Florida

Zip Code
32712

Telephone
407-574-6140

Fax no.

1st Contact Name 2nd Contact Name
Josh Tankersley Dana Mickler
Title Title
Owner

Field Manager

Proposed Duties / Responsibilities:
Pruning of palm trees over 15'

Please describe the subcontractor’s role in other projects on behalf of the Proposer:
Project Name/Location:
Reunion East CDD & Reunion West CDD
Contact:
Alan Scheerer
Contact Phone:
407-398-2890

Project Type/Description: Dollar Amount of Contract:
Community Development District
$750,000+

Proposer’s Scope of Services for Project:
Mowing of common area turf, pruning of

landscape beds, maintenance of annual flower beds, pest and weed control in turf and shrubs, irrigation inspections, palm pruning, and mulching.

Dates Serviced:
2008-current

V. PROPOSAL FORMS	6
4876-9932-0876.5
Enviro Tree Services
Security Measures - Please describe any background checks or other security measures that were taken with respect to the hiring and retention of the Proposer’s personnel who will be involved with this project, and provide proof thereof to the extent permitted by law:
Our company adheres to government's E-Verify program, all employees must pass a drug test, and all management and supervisors must pass a background check.

Equipment – Please complete the pages that follow at the end of this Part regarding the Proposer’s Equipment that will be used in connection with this project.

V. PROPOSAL FORMS	7
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PROPOSER: Yellowstone Landscape- Southeast LLC

OFFICERS

DATE: 3/22/24
Provide the following information for key officers of the Proposer and parent company, if any.

NAME	POSITION OR TITLE	

RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	

Harry Lamberton	
President & CEO	
Oversees Key Officers	
Bunnell, FL	

Tim Portland	
Executive Chairman	
Supports Executive Leadership	
Charlotte, NC	

Jim Herth	
VP of Business Development	
Oversees Sales and Acquisitions	
Bunnell, FL	

Chris Adornetti	
VP of Accounting	
Oversees Financial Operations	
Bunnell, FL	

Timothy Sherman	
Chief Financial Officer	
Oversees Finance and Accounting	
Bunnell, FL	

FOR PARENT COMPANY (if applicable)				

				

				

V. PROPOSAL FORMS	8
4876-9932-0876.5
SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK
PROPOSER: Yellowstone Landscape- Southeast LLC

DATE: 3/22/24

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT / # OF DAYS ON-SITE
PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	

Brian Wester	
Regional VP	Oversee Southeast Maintenance Operations	
Bunnell, FL	
5%/1 Day A Month	
13 Years	
20+ Years	

Pete Wittman	
Branch Manager	Oversee Local Branch Operations	
Kissimmee, FL	
5%/ 1 Day A Week	
2 Years	
14 Years	

Elisamuel Flores	
Account Manager	Oversee Maintenance Crews	
Kissimmee, FL	
20%/ 2 Days A Wee	k 7 Years	
24 Years	

Gary Price	
Irrigation Manager	Oversee Irrigation Inspections	
Kissimmee, FL	
5%/ 1 Day A Week	
4 Years	
33 Years	

David Boldman	
Fert/Chem Manager	Oversee Fert/Chem Program	
Kissimmee, FL	
5%/ 1 Day A Week	
8 Years	
21 Years	

							

							

V. PROPOSAL FORMS	9
4876-9932-0876.5
COMPANY OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK
PROPOSER: Yellowstone Landscape- Southeast LLC

DATE: 3/22/24

QUANTITY	

DESCRIPTION*	

# OF PROJECTS DEDICATED TO	
STORAGE AND WORK SITE LOCATIONS	
2	60" Mowers- Exmark	2	
Kissimmee, FL	
1	72" Mower- Exmark	
2	Kissimmee, FL	
1	48" Mower- Exmark	2	
Kissimmee, FL	
2	String Trimmer- Stihl	2	
Kissimmee, FL	
2	Edger- Stihl	
2	Kissimmee, FL	

2	Backpack Blower- Stihl	2	
Kissimmee, FL	
3	Hedge Trimmer- Stihl	
2	Kissimmee, FL	

				

V. PROPOSAL FORMS	10
4876-9932-0876.5
PROPOSAL FORM PART III – EXPERIENCE
Has the Proposer performed work for a community development district previously?
Yes  X  No 	
If yes, please provide the following information for each project (attach additional sheets if necessary):
Project Name/Location: Reunion East and Reunion West CDD, Reunion, FL
Contact: Alan Scheerer
Project Type/Description:
Contact Phone: 407-398-2890 Community Development District
Dollar Amount of Contract:
$750,000+

Scope of Services for Project:
Mowing of common area turf, pruning of landscape beds,

annual flower maintenance, palm pruning, mulching, irrigation inspections,
landscape fertilization and pest control.

Dates Serviced: 2008-current
List the Proposer’s total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:
2023 = $9,000,000.00
2022 = $9,000,000.00
2021 =
$8,200,000.00
Please provide the following information for each project that is similar to this project, currently undertaken, or undertaken in the past five years. The projects must include irrigation maintenance as well. Attach additional sheets if necessary.
Project Name/Location: Westside CDD, Kissimmee FL
Contact: Andy Hatton
Project Type/Description:
Contact Phone: 407-814-5524 Community Development District
Dollar Amount of Contract:
$175,000+

How was the project similar to this project?  Project consists of common area and	 pond mowing within an HOA.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.):  Mowing of right-of-ways,	
V. PROPOSAL FORMS	11
4876-9932-0876.5
common areas, and ponds, trimming and weeding of landscape beds, irrigation inspections, fertilization of turf and shrubs, palm pruning, and mulching.
List of equipment used on site:  Mowers, edgers, string-trimmers, hedge-trimmers,	
backpack blowers, and buffalo blower.
List of subcontractors used: Enviro Tree Services
Is this a current contract? Yes  X  No 	
Duration of contract:
2015- current

(Information regarding similar projects – continued)
Project Name/Location: Dowden West CDD, Orlando, FL
Contact: Alan Scheerer
Contact Phone:
407-398-2890

Project Type/Description: Community Development District
Dollar Amount of Contract: $300,000+
How was the project similar to this project?  Common area mowing and detailing	 within HOA communities.

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing and landscape

detailing of common areas and ponds, irrigation, fertilization and pest control
palm pruning, and mulching.

List of equipment used on site:
Mowers, edgers, string-trimmers, hedge-trimmers

backpack blowers, and buffalo blower.

V. PROPOSAL FORMS	12
4876-9932-0876.5
List of subcontractors used:  Enviro Tree Services	

Is this a current contract? Yes X	No
	
Duration of contract:
2019-current

(Information regarding similar projects – continued)

Project Name/Location:
Hills of Minneola CDD, Minneola, FL
Contact:
Mark Hills
Contact Phone:
407-847-2280

Project Type/Description: Dollar Amount of Contract:
Community Development District
$200,000+

How was the project similar to this project?
an HOA.
Common area and pond mowing within

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
Mowing and detailing of landscaping,

weed control, irrigation inspections, fertilization of turf and shrub beds, and portering.

List of equipment used on site:
Mowers, edgers, string-trimmers, hedge-trimmers,

backpack blowers, and buffalo blower.

List of subcontractors used:
Ridge Valley Environmental

Is this a current contract? Yes X	No

Duration of contract:
	
2022-current

V. PROPOSAL FORMS	13
4876-9932-0876.5
(Information regarding similar projects – continued)
Project Name/Location: Narcoossee CDD, Orlando, FL	
Contact: Alan Scheerer
Contact Phone:
407-398-2890

Project Type/Description: Community Development District
Dollar Amount of Contract: $200,000+
How was the project similar to this project?
within various HOAs.
Common area mowing and detailing

Your Company’s Detailed Scope of Services for Project (i.e. fertilization, mowing, pest
control, weed control, thatch removal, irrigation, etc.):
*See Project Approach Tab

List of equipment used on site:  Mowers, edgers, string-trimmers, hedge-trimmers,	 backpack blowers, and buffalo blower.

List of subcontractors used:
Enviro Tree Services

Is this a current contract? Yes  X 
No 	

Duration of contract:
2023-current

Has the Proposer, or any of its principals or supervisory personnel (e.g., owner, officer, or supervisor, etc.), been terminated from any landscape or irrigation installation or maintenance
contract within the past 5 years? Yes X	No	For each such incident, please provide
	
the following information (attach additional sheets as needed):

Project Name/Location: Avalon Groves CDD	
Contact: Kyle Darin
Contact Phone:
321-263-0132

Project Type/Description:  Community Development District	
Dollar Amount of Contract: $150,000
V. PROPOSAL FORMS	14
4876-9932-0876.5
Scope of Services for Project:  Mowing and detailing of landscaping, irrigation, fertilization and pest control, and weed control.
Dates Serviced:  2019-2023	 Reason for Termination:  Board switched from developer-controlled to homeowner-controlled, and the new board chose to switch to different vendors on multiple services.
Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes 	 No  X 
If yes, please describe each violation, fine, and resolution		
What is the Proposer’s current worker compensation rating?
1.06

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes 	 No X	

If yes, please describe each incident 	

Please state whether or not the Proposer or any of its affiliates are presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No	X	If yes, please provide:

The names of the entities 	
The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

V. PROPOSAL FORMS	15
4876-9932-0876.5
List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.
Not Applicable

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.
Not Applicable

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_) No (X_) If yes, provide the following:

Identify the Case # and Tribunal:	

Describe the Nature of the Action:	

Describe the Proposer’s Role in the Action and Describe the Status and/or Resolution:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors executed an assignment for the benefit of creditors within the past 10 years? Yes (_) No (X_) If yes, please explain:
V. PROPOSAL FORMS	16
4876-9932-0876.5

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g., failing to pay subcontractors or materialmen) within the past 10 years? Yes (_) No (X_) If yes, please explain:

V. PROPOSAL FORMS	17
4876-9932-0876.5
PROPOSAL FORM SIGNATURE J>AGE
Under penalties of pe1jury under the laws of the State of Florida, I represent that T have authority to  sign  this  Proposal  Form  (including  Parts  I  through  IV)  on  behalf  of Yellowstone Landscape- Southeast LLC  ("Proposer") and declare that I have read the foregoing Proposal Form (including Parts I through IV) and that all of the questions are fully and completely
answered, and all of the information provided is true and correct.
Dated this t\t\-i	day of  Nh.rc.h	, 2024.

STATE OF  r:\ond.a..,
COUNTY OF Or  
Proposer: Yellowstone By:	
Tit1€:-- pment	anage

The foregoing instrument was sworn to (or affirmed) and subscribed before me by means of e{physical presence or O online notarization tbis \_\-th day of t't\o..rch	, 2024, by Ky\e. Nurse_y	of
		who	is personally	known	to	me	or	O	who	has	produced
-	as identification, and O did or 9"did not take the oath.
.N½otary Pubthc, tate:o on
Print Name: 6	nFo 
Commission No	'7!362.
My Commission Expires: Ju.be 17 1 2.02.J.f

PROPOSAL FORMS	22
4876-9932-0876.5
AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING, E-VERIFY, AND NON-COLLUSION

THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
Name of Proposer:  Yellowstone Landscape- Southeast LLC	

I am authorized to make this affidavit on behalf of my firm and its owner, directors, and officers. I state that:

Chapter 287, Florida Statutes, on Integrity of Public Contracting and Purchasing

I have read and am familiar with Chapter 287, Florida Statutes, and specifically including the following Sections (“Public Integrity Laws”):
Section 287.133, Florida Statutes, titled Public entity crime; denial or revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
I understand that the Public Integrity Laws, with limited exceptions, prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District (“Prohibited Criteria”).
I understand that the Public Integrity Laws apply to the bidding documents applicable to the District’s Request for Proposals for Landscape and Irrigation Maintenance Services Project (“Project”) and the contract to be executed in connection with the Project.
Based on information and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Indicate which statement applies.)
X  Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria. Thus, the entity is not prohibited from bidding on or entering into or renewing a contract with the District.
The entity submitting this sworn statement, one of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, meets one or more of the Prohibited Criteria.
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	1
4876-9932-0876.5
If this statement is marked, the Proposer may provide additional information regarding the same in the space provided directly below (or by attaching a separate sheet and indicating this method in the space provided directly below). Such additional information may be related to the Proposer’s alleged basis for entitlement to an exception from the prohibition on bidding or contracting, to the extent one is permissible under Florida law.

If awarded the contract, the Proposer will immediately notify the District in writing if either the Proposer, any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or any affiliate of the entity, meets any of the Prohibited Criteria after award of the contract or during the term of the contract.

E-Verify

I understand that, pursuant to Section 448.095(2), Florida Statutes, we must comply with Florida’s E- Verify law in order to enter into an agreement with a public employer.
Our firm is registered with and uses the United States Department of Homeland Security’s E- Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
No public employer has terminated a contract with our firm under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of our proposal.
Our firm is currently in compliance and will remain in compliance, for the duration of the agreement, with all requirements of Section 448.095(2), Florida Statutes.
I understand that, if there is a good faith belief that our firm has knowingly violated Section 448.09(1), Florida Statutes, there is an obligation to terminate the agreement pursuant to Section 448.095(2)(c), Florida Statutes.
I understand that, if there is a good faith belief that one of our subcontractor(s) has knowingly violated the Section 448.09(1), Florida Statutes, but our firm has otherwise complied with its obligations thereunder, then our firm will be required to immediately terminate its contract with the subcontractor in order to continue providing services to a public employer.

Non-Collusion

The price(s) and amount(s) of in our proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer, potential proposer, proposal, or potential proposal.
Neither the price(s) nor the amount(s) in our proposal, have been disclosed to any other firm or person who is a proposer or potential proposer, and they will not be disclosed before opening of all proposals.
No attempt has been made or will be made to induce any firm or persons to refrain from submitting a proposal, or to submit a price(s) higher that the prices in our proposal, or to submit any intentionally high or noncompetitive price(s) or other form of complementary proposal.
Our proposal is made in good faith and not pursuant to any agreement or discussion with, or
VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	2
4876-9932-0876.5
inducement from, any firm or person to submit a complementary or other noncompetitive proposal.
Our firm, its affiliates, subsidiaries, officers, director, and employees are not cutTently under investigation, by any governmental agency and have not in the last 3 years been convicted or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to any public contract, except as disclosed.

I state that I and the named firm understand and acknowledge that the above representations are material and important and will be relied on by the Live Oak Lake Community Development District for which our proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is, and shall be treated as, fraudulent concealment from the District of the true facts relating to the submission of proposals for this work.

of Authorized Signatory of Proposer

Sworn before me on  -<ch , 2024

Notary Public Signature J[U'U.A,u,'	:X!)cl9-,,

Notary Stamp

VI. AFFIDAVIT FOR INTEGRITY IN PUBLIC CONTRACTING AND PURCHASING	3
4876-9932-0876.5

386.437.6211 tel
386.437.5143 fax

3235 North State Street PO Box 849
Bunnell, FL 32110 www.yellowstonelandscape.com
March 15, 2024

Live Oak Lake CDD 219 E Livingston St. Orlando, FL 32801

RE: Project Manual for Landscape and Irrigation Maintenance Services Dear Sir/Madam:
I, Chris Adornetti, a Secretary in the Yellowstone Landscape corporation, authorize Nicole Ailes to negotiate and sign on our firm’s behalf on all services and agreements related to the
listed as “Project Manual for Landscape and Irrigation Maintenance Services”.

Sincerely,

Chris Adornetti Secretary
Yellowstone Landscape

Live Oak Lake CDD

Yellowstone Landscape began in 2008 with the unification of established, independently successful regional landscape companies.
We’ve been linked by a common goal to better serve our clients, sharing decades of experience in landscape maintenance, landscape design and installation, and tree care services.
As one of the landscape industry’s fastest growing and most awarded commercial landscaping
companies, we are proud to serve more than three thousand client properties from our local branch facilities, across the South, Southwest, and Midwest.
We offer a uniquely comprehensive suite of services and expertise, allowing us to partner with our clients at any stage in their landscape’s life cycle. From
a landscape design idea on a computer screen, to a mature and thriving landscape in the ground, Yellowstone Landscape is the only commercial landscaping partner you’ll ever need.

© 2020 Yellowstone Landscape • www.yellowstonelandscape.com
Trusted by Clients Across the Country

Yellowstone Landscape serves our clients from local branch locations across the South, Southwest, and Midwest United States.
Our talented Landscape Professionals are experts in their local areas, delivering excellence in commercial landscape maintenance, installations and enhancements, tree care, and snow & ice services.
These local operating teams are supported by the collective strength of a national leader in commercial landscaping services.
And we empower our local leadership to make decisions in the best interest of our clients
and their properties. No excuses, no calling headquarters for approval, no corporate red tape. Just do what’s right.
Working safely. Providing great service to our clients. Taking pride in our work. Building lasting partnerships with our clients.
That’s how we’ve become the trusted commercial landscaping partner of choice to our valued clients across the country.

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Proud to Serve Orlando

Excellence in Commercial Landscaping for Your Orlando Area Properties
Yellowstone Landscape is proud to serve Central Florida’s commercial landscaping needs from two branch locations in Orlando. With more than 250 local employees, we’re one of the
largest and most awarded commercial landscape service firms in the greater Orlando area.
We offer landscape design, landscape installation, and landscape maintenance services
to some of the area’s most beautiful homeowner associations, resorts and hotels, city and county governments, master planned developments, corporate campuses, commercial office parks, schools, universities, hospitals, apartment communities and retail shopping centers.
Our service teams are ready to provide you with Orlando’s most professional and responsive commercial landscaping services, always tailored to your needs and expectations.

Orlando-North Offices 1930 Silver Star Road Orlando, FL 32804
407.814.2400
Orlando-South Offices 1773 Business Center Lane Kissimmee, FL 34758
407.396.0529

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Landscape Maintenance

Landscape Maintenance is all about the details. We’re committed to getting the details right, so you can enjoy your landscape and take pride in its appearance.
From week to week, month to month, and year to year, there are hundreds of details that need to be coordinated for your landscape to looks its best. Assuring that none of those details are overlooked requires a professionally administered, integrated Landscape Maintenance program.
Synchronizing routine maintenance activities like mowing, edging, weeding, trimming and clean-up, with fertilization and pest management
applications, and your irrigation system’s schedule and maintenance is no easy task.
That’s why we incorporate all the details of our landscape services into your Plan for SuccessTM.
Our Landscape Maintenance teams are trained in our industry’s Best Practices. They behave as if they were a part of your staff and work
hard to solve problems while they’re still called opportunities. If the unexpected happens, our teams respond to correct the problem, quickly and professionally.
Your dedicated Account Manager will provide regular updates about what we’re doing to maintain your landscape. Our goal is to provide you with all the information you need about your landscape, when you need it.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com
Irrigation Installation & Management

There is nothing more essential to the success of your landscape than regular access to the right amount of water.
Commercial irrigation systems are sophisticated technology that require special certification to install and operate.
Our Irrigation Installation and Management Professionals are experts in all major commercial irrigation systems. From older systems in need of frequent repairs and updates, to the most modern and innovative water-wise systems available, our Irrigation Teams are dedicated to protecting your valuable water resources. Once installed, we always adhere
to local ordinances governing water use and have implemented the principles of the leading industry groups. These guidelines govern how we design, install, and maintain your irrigation system.
Professional irrigation management is an essential service to eliminate waste in your water consumption and reduce your water usage.
Yellowstone Landscape provides you with the most experienced team of Irrigation Professionals in the industry.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

Committed to Safety

Yellowstone Landscape has made safety our number one priority. We know that we are equally responsible for the safety of our
employees, and our clients’ residents, employees, guests and their property.
Our commitment to safety includes providing a safe, healthy work environment, kept free from hazards. Whether starting or ending the day
at one of our branch locations, traveling over the area’s roadways, or at a client’s work site, all Yellowstone Landscape employees are trained to behave professionally and remain alert to all potential safety hazards they may encounter.
Our Commitment to Safety includes:
New Employee Training on Safe Operating Procedures
Strict Compliance to All OSHA Regulations
Weekly Tailgate Talks Conducted with All Field Service Teams
Annual Safety Rodeos with Industry Safety Experts
Dedicated Safety Officers in Each Branch Location
Mandatory Use of Appropriate Personal Protective Equipment (PPE) at All Times

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com
Environmental Stewardship

As a leader in the landscaping industry we have an added responsibility to be good stewards of our natural resources. We also understand that many clients have become keenly aware of the need to reduce their environmental impact.
Our initiatives toward responsible environmental stewardship include:
Integrated Pest Management: IPM Programs use a combination of targeted management tools rather than broad blanket applications to create an environment free from pests and disease.
Innovation Irrigation: This includes smart controllers, rain sensors, micro irrigation
and drip irrigation to eliminate water waste, integrating recycled water intakes where natural sources are available.
Reducing Carbon Emissions: EFI equipment used by our service personnel reduces our fuel consumption by 25% compared with traditional outdoor power equipment. Our firm’s EFI equipment purchases over the past 6 years have dramatically reduced greenhouse gas emissions over previously used carbuerated models.
Drought-Tolerant Plants & Trees: Installing the right plant material for your property’s environment reduces the water consumption necessary for your plants and trees to thrive.

© 2020 Yellowstone Landscape • www.yellowstonelandscape.com

Our People. Your Partner.

At Yellowstone Landscape, we know that our people are what have made us the company we are today.
Our 2500 Full Time Landscape Professionals include industry veterans, many with more than 20 years of experience providing professional landscape services. We also recruit and hire some of the brightest young talent in the industry, recruited from the nation’s finest colleges and university Horticulture and Agronomic programs.
We’re proud that over 75% of our management staff hold advanced degrees and certifications related to their current position’s responsibilities.
Our training programs reach far beyond our industry’s Best Practices. We conduct ongoing Safety Training for our crews, to guarantee that they’re working safely for you. Members of our management staff receive formal Customer Service Training, teaching them how to understand your expectations and communicate with you effectively and professionally.
We’re proud of our people. We want you to be proud of your landscape service partner.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

Our Place in Our Industry

Each year the lawn and landscape industry’s leading trade publications rank the largest firms in lawn care, tree care, and landscaping services. Among the largest “green industry” companies in North America, Yellowstone Landscape is pleased to have been in the top 10 for each of the past four previous years.
We attribute our tremendous growth and staying power at the top of our industry to two very important groups of people. First, to the thousands of customers, and the properties and projects they allow us to create and maintain for them.
Second, to the more than four thousand Yellowstone Landscape Professionals who wear our uniform and take care of the valuable relationships we’ve built with our clients.
Without the trust of our customers or the dedication of our employees Yellowstone Landscape would not exist as it is today.
As we look forward to continued opportunities to serve new clients and to bring more talented individuals into our company, we vow to never lose sitght of the people who made us one of our industry’s most successful and respected firms.

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Yellowstone Landscape has developed a reputation for creating and maintaining award-winning landscape environments for
some of the country’s most recognized brands.
But the work is only part of the reason that clients choose to partner with us.
Because of our proactive approach, flexible scheduling to accommodate special events, and a relentless focus on communication, our clients choose continue their partnerships with us, year after year.
Our focus on building lasting relationships with the clients we serve, has led to many partnerships that have been established and grown over time. In fact many of these
partnerships now span more than a decade of successful service. We believe that our
high-quality landscapes, coupled with superior customer service are why clients look to us for all their landscape needs.
Yellowstone clients know that effectively managing their property’s landscape is a lifetime commitment that requires careful coordination of services. That’s why our approach to managing your property’s landscape investment includes regular maintenance services, paired with detailed fertilization and pest management plans, to keep your property looking its best, while preserving the long-term health of your landscape.
Yellowstone Landscape is honored to serve each of our clients’ properties and we look forward to continuing our tradition of award-winning service as we build new relationships with clients across the United States.

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Industry Recognition

Our clients’ properties have earned dozens of National Landscape Awards of Excellence, the highest honor given in the professional landscape industry. They’ve been recognized as some of the most outstanding commercial landscaping projects in the country. Below is a partial listing of our award-winning projects:
Rockstar BMX Park; Houston, Texas; 2020
Old Palm; Palm Beach Gardens, Florida; 2019 The Peninsula; Charlotte, North Carolina; 2019 Emory Johns Creek Hospital; Atlanta, GA; 2019
Del Webb Lake Oconee; Greensboro, Georgia; 2018 Mesa Del Sol; Albuquerque, New Mexico; 2018 Hermann Park; Houston, Texas; 2017
Walton Riverwood; Atlanta, Georgia; 2017
Swan and Dolphin Resort; Orlando, Florida; 2016
Cane Island Amenity Village; Houston, Texas; 2016
Tradition; Port St Lucie, Florida; 2015
Rob Fleming Park; The Woodlands, Texas; 2014 AAA Headquarters; Orlando, Florida; 2013 Technology Park Atlanta; Atlanta, Georgia; 2013 Boeing 787 Facility; Charleston, South Carolina; 2012 Waldorf Astoria Resort; Orlando, Florida; 2012 Grand Haven; Palm Coast, Florida; 2011
Fleming Island Plantation; Jacksonville, Florida; 2010 Hammock Beach Resort; Palm Coast, Florida; 2008 Reunion Resort & Club; Orlando, Florida; 2007

© 2020 Yellowstone Landscape • www.yellowstonelandscape.com
Our Technology at Work for You

Technology in the landscape industry is rapidly evolving. Yellowstone Landscape is taking advantage of this innovation to improve our communication, tracking, and billing systems, allowing us to offer more efficient service visits and faster response times for our clients.
Over a decade ago, we began issuing smart phones to all our field service supervisors and technical specialists, but as new products have come to market, Yellowstone has continued to improve our technological capabilities.
All Yellowstone Landscape fleet vehicles are equipped with GPS tracking devices, enabling us to see where our vehicles are at any given time,
and how long our service crews spend at each property. GPS tracking also enables our Safety teams to make sure our drivers are obeying speed limits and traffic laws.
In addition to field level improvements, Yellowstone continues to lead the industry with real time reporting on costs and labor utilization, enabling us to produce monthly service billings at greater than 99% accuracy. We even integrate with most major accounting systems, to help you automate your procurement system’s payment processes.
We will remain technological leaders in our industry and as technology improves, so will we.

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com
Capabilities Statement
Commercial Landscaping Services

CORPORATE OVERVIEW
Yellowstone Landscape began in 2008 with the unification of established, independently successful regional landscape companies. Since then, we’ve been linked by a common goal to better serve our clients, sharing decades of experience in landscape maintenance, landscape design and installation, tree care, irrigation, and snow & ice management services.
As the landscape industry’s largest privately held company, we are proud to serve more than three thousand client properties from over 50 local branch facilities, across the South, Southwest, and Midwest.
We offer a uniquely comprehensive suite of services and expertise, allowing us to partner with our clients at any stage in their landscape’s life cycle. From a landscape design idea on a computer screen, to a mature and thriving landscape in the ground, Yellowstone Landscape is the only commercial landscaping partner you’ll ever need.
SERVICES OFFERED
Landscape Maintenance

Landscape Enhancements

Landscape Installation

Commercial Tree Care

Irrigation & Water Management

Snow & Ice Management
	
Financial Stability

Yellowstone Landscape understands your need to ensure that any potential landscape partner operates in a manner that supports long-term stability, and to verify our ability to provide services to your property in the future.

Our firm was established over a decade ago, by combining already successful, regional landscape companies that had existed for more than twenty years, before they joined together to form Yellowstone Landscape. Since 2008, we've been linked by a common goal to better serve our clients, sharing decades of experience in landscape design and installation, tree care services and landscape maintenance. As one of the landscape industry's fastest growing and most respected commercial landscaping companies, we proudly serve more than 4000 clients from 45 local branch operations facilities across 12 states in the South, Southwest, and Midwest. In 2019 Yellowstone's growth reached a level that made us the largest, privately-owned landscape service company in North America.

We are incorporated in the state of Delaware, chartered in January of 2008. As a privately held company, it is not our practice to disclose operating budgets or financial statements, however, we can confirm that our firm's annual revenue exceeded $358,000,000 in 2020. We also attest that we operate our company in accordance with all generally accepted best accounting practices, as have been confirmed by independently conducted
audits each year since our founding. We maintain an open line of credit of $50 million, with bonding capacity up to $40 million.

As a part of the investment portfolio of Harvest Partners, a private equity firm based in New York, New York, Yellowstone is fully prepared to fund any capital expenses necessary to ensure our ability to perform services at full capacity in advance of the stated contract start date, should we be selected as your landscape contractor.

Bank Reference Information: Kyle Blummer
Antares Capital, L.P.
Chicago, IL 60661
P: 312-638-4042
Principal Officers

Our Leadership Team is committed to making Yellowstone Landscape the premier commercial landscape service company in the United States. We bring that excellence to bear on behalf of our clients through industry-leading investments in safety, training, and information systems.

Harry Lamberton was named President and CEO of Yellowstone Landscape in May of 2023, after joining Yellowstone in January of 2022 as President. As CEO, Harry leads and drives Yellowstone’s strategy, continued growth, quality service, focus on safety, and maintaining a great place to work for all employees, applying expertise gained from over 20 years of leading environmental and sustainability businesses at Waste Management. Harry continues to be active in broadly supporting sustainability and the environment by serving on the Conference Board’s Global Sustainability Centre’s Advisory Board, the Board of Directors of the Sustainability Institute at the University of New Hampshire and the Board of Directors of Friends of the Chicago River. Harry holds a BA from the University of New Hampshire and an MBA from the Goizueta School of Business at Emory University.

Timothy (Timo) Sherman serves as Chief Financial Officer of Yellowstone Landscape with oversight over all Finance, Accounting, IT, and Procurement functions. He has led the financial analysis team since 2018, focusing on excellence in planning, forecasting, budgeting, analysis, acquisition planning, due diligence, closing and initial integration management, and any other areas requiring financial evaluation and insight. He first worked in landscaping as a construction project manager, then account manager and branch manager for Cornerstone Landscape, which was acquired by Yellowstone in 2012. Timo holds a BS from the Fisher School of Accounting at the University of Florida and an MBA from Jacksonville University and has experience in Staff and Cost Accounting.

Tim Portland has led Yellowstone Landscape to record safety, customer satisfaction, growth, and overall business performance since joining the company in 2012 as CEO. In May of 2023, he moved to Executive Chairman, where he is highly active and engaged within the company and supporting the company’s executive leadership. Prior to joining Yellowstone, Tim was the CEO of United Subcontractors, a leading installer of building products. Over a ten-year period, he was the President of several divisions of Scotts Miracle-Gro, including the Ortho and Roundup brands, Scotts LawnService, and Scott’s International Professional business. Tim holds an MBA from the University of Virginia’s Darden Business School and an undergraduate degree from Dartmouth College.

Jim Herth became Yellowstone Landscape’s Vice President of Business Development in 2014, after joining the company in 2011 as a Branch Manager. “Coach” Jim is responsible for Yellowstone’s industry-leading sales team, a critical component of Yellowstone’s superior growth and track record with customers. A twenty-five-year industry veteran with a track record of managing multiple branches, delighting customers, and delivering profitable growth, Jim is a licensed Arborist and holds a Bachelor’s degree from Siena Heights University.

© 2023 Yellowstone Landscape • www.yellowstonelandscape.com

Brian Wester, Regional Vice President

	As the Regional Vice President of Yellowstone Landscape, Brian is responsible for overseeing the region’s daily operations. Having played a key role in establishing the Central Florida district of the company, he previously managed the district from 2004 until 2010, when he assumed his present role leading the Southern region.	

Education	University of Florida, Gainesville, FL Master of Business Administration

University of Phoenix, Phoenix, AZ
Bachelor of Science, Business and Finance Major

Lake City Community College, Lake City, FL Associate of Science, Golf Course Operations	

Relevant Experience	Regional Vice President, Yellowstone Landscape – Jacksonville FL 2011 - present
Responsible for all landscape operations within the Yellowstone Landscape
Southern region, including Florida, Georgia, and South Carolina. Oversees all branch operations and employees, builds operational strategies that improve company-wide quality, and manages operations training and leads continues improvement efforts.

District Manager, Austin Outdoor, LLC – Orlando, FL 2003-2010
Responsible for landscape construction and maintenance operations, worked
with all plans, blueprints, and specifications for each project, hired and coordinated construction crews, balanced the workload and materials for each project, maintained up-to-date roster of all personnel and job activities, identified equipment and resources needed for each project, assured preventative maintenance on all equipment, conducted regular inspections of in-progress projects, and identified training needed for personnel.	

Pete Wittman, Branch Manager

	As the branch manager of our Orlando-South branch, Pete is responsible for overseeing the location’s current and upcoming projects. He coordinates operations, which includes personnel, equipment, safety regulations, plant material and other resources. He works with each project to maintain the highest quality landscape and ensures team delivers a high level of customer service and engagement.
Pete brings his extensive horticultural education and years of green industry experience to the Orlando-South location of Yellowstone Landscape.	

Education	Pennsylvania State University, State College, PA
Bachelor of Sciences – Landscape Contracting, School of Agriculture	

Relevant Experience	Regional Sales Manager, Yellowstone Landscape – Austin, TX 2020 – May of 2022
Responsible for managing Yellowstone Landscape’s sales team across Arizona,
Nevada, New Mexico, and Texas. Provided sales leadership for 30+ Business Development Managers within their assigned territories to ensure they were growing their local branches and meeting or exceeding their budgeted growth. Other duties include client relations, marketing, staff evaluation and development, estimating, and contract administration.

Business Development Manager, Yellowstone Landscape – Orlando, FL 2016 – November of 2020
Responsible for developing and maintaining new and existing relationships in
the Central Florida Market. Responsible for meeting or exceeding annual growth goals for local branches. Other duties include networking, estimating, proposal development, CRM management, training/development of Yellowstone employees, and landscape site assessments with customers.

Senior Account Manager, Valleycrest/Brightview Landscape- Orlando, FL 2010-2016
Arranges, schedules, and directs daily landscape services, ensures peak
efficiency of each project, ensures delivery of high-quality projects and services to clients, establishes long-term relationships with clients, identifies opportunities to enhance client properties, conducts field-safety training and encourages safety procedures, conducts ongoing operation training, and maintains regular communications with clients.	

Elisamuel Flores Account Manager

	

As an Account Manager, Flores is responsible for coordinating, implementing, and maintaining landscaping operations. Flores also plans and manages installation projects, ensuring that clients are always kept informed about the project’s status. Due to his extensive background in landscape maintenance, Flores is knowledgeable in irrigation maintenance, turf and shrub fertilization, and turf and shrub pest control.	

Skills & Abilities	Best Management Practices (Florida Green Industries), Landscape Design & Installation, Landscape Maintenance Plans, Nutrient Application, Pest Management, Irrigation Systems, Troubleshooting, Communication, Client Relations, Project Management, and Leadership	

Relevant Experience	Account Manager, Yellowstone Landscape- Kissimmee, FL 2017-current
Planning and scheduling field operations, manage mow and detail crews,
communicating with clients, selling enhancement services, assisting in training and employee development, ensuring a safe work environment for employees. Property experience in homeowner associations, resorts, apartments, commercial, and governmental.

Production Manager, BrightView– Orlando, FL 2010-2016
Supervised landscaping crews to ensure all duties are performed safely and efficiently, assigned tasks to crew members, and oversaw quality control.

Account Manager, PROScape, Inc.- Orlando, FL 2000-2010
Planning and scheduling field operations, manage mow and detail crews,
communicating with clients, selling enhancement services, assisting in training and employee development, ensuring a safe work environment for employees. Property experience in homeowner associations, resorts, apartments, commercial, and governmental.	

Gary Price, Irrigation Manager

	As the irrigation manager of our Orlando-South branch, Gary is
responsible for overseeing the location’s current irrigation technician staff. Gary coordinates with the branch manager and account managers to schedule all irrigation inspections for the branch’s properties.	

Training & Certifications	University of Florida Center for Training Research and Education: Back Flow Prevention Certification, 2-Wire System Installation and Troubleshooting, Irrigation Systems Design, Low-Voltage Lighting Design, Installation, and Repair, Cla-Val Troubleshooting Repair and Adjustments, PSI Pumping Systems, FieldNET Repair and Adjustments, Hydraulics for Pumping Systems, Repair, and Adjustments, Toro Central Control Network LTC, Osmac, Rain Bird Maxicom, and 2-Wire System, Hunter & Rain Bird Installation and Troubleshooting	

Relevant Experience	Irrigation Manager, Yellowstone Landscape – Kissimmee, FL 2020 - present
Responsible for training and scheduling of irrigation maintenance
personnel, scheduling of service and repairs of irrigation equipment, and managing irrigation supply inventory, supporting irrigation team by assisting with monthly irrigation inspections at properties, submitting proposals for irrigation repairs, and resolving emergency irrigation issues.

Irrigation Supervisor, ProScape Inc. – Orlando, FL 2004-2019
Responsible for training and scheduling of irrigation maintenance
personnel, scheduling of service and repairs of irrigation equipment, and managing irrigation supply inventory.

Irrigation Superintendent, Hunters Creek c.a. Orlando, FL 1991-2004
Responsible for monthly irrigation inspections at all properties, submitting
proposals for irrigation repairs, and resolving emergency irrigation issues.	

Rudy Briscoe, Fert/Chem Manager

Professional Summary	As a Fert/Chem Manager for Yellowstone Landscape, Rudy is responsible for scheduling applications according to contract specifications, using the latest technologies and materials to ensure insects, diseases, and the health of the plant or turf material is at its highest quality.	

Education and Certifications	Licensed Spray Technician	

Relevant Experience	Fert/Chem Manager, Yellowstone Landscape – Kissimmee, FL 2018-present
Coordinating with the branch manager to schedule and execute all
fertilization and pest control applications. Organize reports for all applications. Assist other technicians with services.	
	Spray Technician, ChampionsGate Golf Club- Davenport, FL	
	2015-2018
Responsible for planning and executing the turf applications.	
	Spray Technician, Reunion Resort Golf Courses- Kissimmee, FL	
	2003-2015
Member of the onsite crew while golf courses were being constructed. Became the spray technician once the courses opened. Responsible for planning and executing the turf applications.	

Live Oak Lake CDD

Brian Wester
Regional Vice Manager

David Boldman
Fert/Chem Manager

Mow/Detail

I EXPIRATION I
SEPTEMBER 30, 2024
BRUCE VICKERS, TAX COLLECTOR OSCEOLA COUNTY, STATE OF FLORIDA LOCAL BUSINESS TAX RECEIPT

I ACCOUNT NO.I
112799
2024
BUSINESS TYPE:
6340 IRRIGATION CONTR (BLDG DEPT)
.....

BUSINESS:

Yellowstone Landscape-S Contact:.Dblore$Mew 1773 Business Center Lr\. Kissimmee, FL 34758

sec	5T4S4 \.:ci.·c::.A ti

07/20/2023
Oper N/A
Till	Internet
Paid 0.00 Rcpt.#022930

119295
TRANSFER ORIGINAL TAX AMOUNT

fENALTY COLLECTION COS-T TOTAL

z
BRU(iff VICK RSCFC, TAX COLLECTOR
P.O. BOX 422105, KISSIMMEE FL 34742-2105
407-742-4000

THIS RECEIPT rs IN ADDffiON ANO NOT IN LIEU OF ANY OTHER LICENSE REQUIRED BY IAW DR MUNIOPAL ORDINANCE AND rs SUBJECT m·REGUIATIONS OF ZONING, HEALTH, AND ANY OTHER !AWFUL AUTHDRllY,

TIIlS LOCAL BUSINESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDAAND OSCEOLA COUNTY ORDINANCE 95-10, AS AMENDED
The law requires this Local Business Tax Receipt to be displayed conspicuously at the place of business in such manner that it can be open to the view of the public and subject to inspection by all duly authorized officers of the County.
Pursuant to State Law, all Local Business Tax Receipts shall expire on September 30th of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1st shall be delinquent and subject to a delinquency penalty of 10% for the month of October, plus an additional 5% penalty for each month of delinquency thereafter until paid; provided that the total delinquency penalty shall not exceed 25% of the Local Business Tax Receipt for the delinquent establishment. A 25% penalty shall be imposed on any person engaged in any new business, occupation or profession without first obtaining an Osceola County Local Business Tax Receipt. PLUS: if delinquent more than 150 days, subject to civil actions and penalties, and a penalty ofup to $250.
This receipt is a Local Business Tax only. It does not permit the Local Business Taxpayer to violate any existing regulatory or zoning laws of the state, county, or cities, nor does it exempt the licensee from .any other license or permits that may be required by law.
This fonn becomes a receipt when validated by the Tax Collector. Note: Display in accordance with the county ordinance. Local Business Tax Receipts are subject to change according to law.

.ff
I  EXPIRATION I
SEPTEMBER 30, 2024
BRUCE VICKERS, TAX COLLECTOR OSCEOLA COUNTY, STATE OF FLORIDA LOCAL BUSINESS TAX RECEIPT

I ACCOUNT NO.I
112799
·2024
BUSINESS TYPE:
6190 HANDYMAN/CARPENTER"SUBCONTRACTOR
ONLY"(BLDG DEPT)

BUSINESS:

Yellowstone Landscape-S Cont,ct: Dolores Mew 1773 Business Ce'!ter Ln. Kissimmee, FL 34758

07/20/2023
Oper N/A
Till	Internet
Paid	0.00 Rcpt.#022930

117589
TRANS.FER ORIGLNAL TAX AMOUNT

PENALTY COLLECTION COST TOTAL
rI --  -	-	
g
sRucti- vre1<1:i{S..c'i=crAX·cc_LLEE,:OR
P.O. BOX 422105, KISSIMMEE FL.3474212:1.os
407-742-4000

THIS RECBPT IS IN ADDffiON AND NOT IN LIEU OF ANY OTHER LICENSE REQUIRED BY IAW OR MUNI□PAL ORDINANCE AND IS SUWECT TO REGUIATIONS OF ZONING, HEALTH, AND Af<Y OTHER !AWFUL AUTHORITY.
THIS LOCAL BUSINESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDAAND OSCEOLA COUNTY ORDINANCE 95-10, AS AMENDED
The law requires this Local Business Tax Receipt to be displayed conspicuously at the place of business in such manner that it can be open to the v.iew of the public and subject to inspection by all duly authorized officers of the County.
Pursuant to State Law, all Local Business Tax Receipts shall expire on September 30th of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1st shall be delinquent and subject to a delinquency penalty of 10% for the month of October, plus an additional 5% penalty for each month of delinquency thereafter until paid; provided that the total delinquency penalty shall not exceed 25% of the Local Business Tax Receipt for the delinquent establishment. A 25% penalty shall be imposed on any person engaged in any new business, occupation or profession without first obtaining an Osceola County Local Business Tax Receipt. PLUS: if delinquent more than 150 days, subject to civil actions and penalties, and a penalty ofup to$250.
This receipt is a Local Business Tax only. It does not permit the Local Business Taxpayer to violate any existing regulatory or zoning laws of the state, county, or cities, nor does it exempt the licensee from any other license or pennits that may be required by law.
This form becomes a receipt when validated by the Tax Collector. Note: Display in accordance with the county ordinance. Local Business Tax Receipts are subject to change according to law.

.'1

I EXPIRATION I
SEPTEMBER 30, 2024
BRUCE VICKERS, TAX COLLECTOR OSCEOLA COUNTY, STATE OF FLORIDA LOCALBUSINESSTAXRECEIPT

I ACCOUNT NO.I
112799
···2024
BUSINES-S TYPE:
4190 LAWN CARE/LANDSCAPE

BUSINESS:

Yellowstone Landscape-S, Contact:Dolores Mew 1773,Business Center Ln. Kissimmee, FL 34758

GV35255-1

07/20/2023
Oper N/A
Till	Internet Paid	 30,00
Rcpt.#0 2930

4190-81855
TRANSFER ORIGINAL TAX AMOUNT

PENALTY COLLECTION COST TOTAL

""!:.'  ---· ......;  -  • - -  -,,·

J.
·BRUCE•·"10l(ERS.o;:c; TA)(COLLEpO
P.O. BOX 422105, K,ISSIMMEE FL 34742-2105
407-742-4000

THIS RECEIPT JS IN AOOITTON AND NOT IN LIEU OF ANY OTHER LICENSE REQUIRED BY lAW OR MUNI□PAL DRD!NANCE AND IS SUWECTTO REGULATIONS OF ZONING, HEALTH, AND ANY OTHER lAWAJL AlfTHORITY.
TIDS LOCAL BUSINESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDAAND OSCEOLA COUNTY ORDINANCE 95-10,AS AMENDED
The law requires this Local Business Tax Receipt to be displayed conspicuously at the place of business in such manner that it can be open to the view of the public and subject to inspection by all duly authorized officers of the County.
Pursuant to State Law, all Local Business Tax Receipts shall expire on September 30th of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1st shall be delinquent and subject to a delinquency penalty of 10% for the month of October, plus an additional 5% penalty for each month of delinquency thereafter until paid; provided that the total delinquency penalty shall not exceed 25% of the Local Business Tax Receipt for the delinquent establishment. A 25% penalty shall be imposed on any person engaged in any new business, occupation or profession without first obtaining an Osceola County Local Business Tax Receipt. PLUS: if delinquent more than 150 days, subject to civil actions and penalties, and a penalty ofup to $250.
This receipt is a Local Business Tax only. It does not permit the Local Business Taxpayer to violate any existing regulatory or zoning laws of the state, county, or cities, nor does it exempt the licensee from any other license or permits that may be required by law.
This form becomes a receipt when validated by the Tax Collector. Note: Display in accordance with the county ordinance. Local Business Tax Receipts are subject to change according to law.

.

The International Society of Arboriculture
Hereby Announces That

fKy!e Jt)rdaM <;JoudeMmire
Has Earned the Credential
ISA Certified Arborist ®
TM
By successfully meeting ISA Certified Arborist certification requirements
through demonstrated attainment of relevant competencies as supported by the ISA Credentialing Council

CEO & Executive Director

5 May 2018	30 June 2024

Issue Date	Expiration Date

ANSI National Accretiitation Board

ACCREDITED

PERSONNEL CERTIFICATION
BODY
#0847
ISA Certified Arborist
FL-9365A

Certification Number

NICOLE AILES

Has Completed a Florida Department of Transportation Approved Temporary Traffic Control (TTC) Intermediate Course.

06/12/2024
110
Michael T. Hernandez
62851

Date Expires
FDOT Provider #
Instructor
Certificate #

IOA Risk Services
1855 W State Rd 434
Longwood, FL 32750 www.safetylinks.net ghansen@safetylinks.net

For more information about Temporary Traffic Control (TTC) or to verify this certificate
www.motadmin.com
Ron DeSantis, Governor
Melanie S. Griffin, Secretary

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION CONSTRUCTION INDUSTRY LICENSING BOARD
THE IRRIGATION SPECIALTY CONTRACTOR HEREIN IS CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 489, FLORIDA STATUTES

STOUDENMIRE, KYLE
YELLOWSTONE LANDSCAPE 3235 NORTH STATE STREET BUNNELL	FL 32110

EXPIRATION DATE: AUGUST 31, 2024
Always verify licenses online at MyFloridaLicense.com

Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.
,

Sample Certificate of Insurance

Sample Certificate of Insurance

Statement of Corporate Stability

Yellowstone Landscape understands your need to ensure that any potential landscape partner operates in a manner that supports long-term stability, and to verify our ability to provide services to your property in the future.

Our firm was established nearly a decade ago, by combining already successful, regional landscape companies that had existed for more than twenty years, before they joined together to form Yellowstone Landscape. Since 2008, we’ve been linked by a common goal to better serve our clients, sharing decades of experience in landscape design and installation, tree care services and landscape maintenance. As one of the landscape industry’s fastest growing and most respected commercial landscaping companies, we proudly serve more than 3000 clients from 30 local branch operations facilities across 8 states in the South and Southwest. This makes us one of the largest commercial landscaping companies in the United States.

We are incorporated in the state of Delaware, chartered in January of 2008. As a privately held company, it is not our practice to disclose financial statements, however, we can confirm that our firm’s annual revenue exceeded $174,000,000 in 2017. We also attest that we operate our company in accordance with all generally accepted best accounting practices, as have been confirmed by independently conducted audits each year since our founding. As a part of the investment portfolio of CIVC Partners, a private equity firm based in Chicago, Illinois, Yellowstone is fully prepared to fund any capital expenses necessary to ensure our ability to perform services at full capacity in advance of the stated contract start date, should we be selected as your landscape contractor.

Bank Reference Information: Kyle Blummer
Antares Capital, L.P.
Chicago, IL 60661
P: 312.638.4042

Live Oak Lake CDD

Services for Public Sector Clients

We are proud to serve Public Sector clients across the South, and to be a part of some tremendously successful projects beautifying our local communities. We understand the challenges that local governments and agencies face in managing their public green spaces.
Public parks, trails, and streetscapes create unique opportunities to enrich the lives of your community’s residents. Investing in professional landscape services delivers a consistently high- quality appearance, and does so at a lower cost than in-house grounds maintenance services.
Our professional landscaping services offered to Public Sector clients include award-winning
Landscape Design and Installation teams, ready to deliver beautiful landscape enhancements and installations. When we continue to maintain the project for you, we can even extend our normal warranty on installed plant materials.
We’ll also work with you to identify any possible liabilities or hazards in your community’s public spaces. With services like raising tree canopies and making sure drains are kept clear of debris, our Landscape Professionals partner with you
to keep your residents safe from hazards. And, in case of a natural disaster or extreme weather event, our crews will be there to assist with clean up after the storms have passed.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com
F E A T U R E D	P R O J E C T

Creative Village for The City of Orlando

LOCATION 
Orlando, FL

CLIENT 
The City of Orlando

PROPER TY TYPE 
Mixed Use Development

SERVICES PROVIDED 
Landscape Design Landscape Enhancement Landscape Maintenance
Creative Village is an Innovation District comprised of 68-acres of land owned by the City of Orlando.
The City’s goal for the project is to capitalize on the region’s recent growth as a technology center, and is currently anchored by new construction for Electronic Arts, Valencia College, and the University of Central Florida.
Creative Village’s Phase I development was completed in 2022, representing an approximately $700 milion investment in the area as the future hub of creativity and learning in downtown Orlando.
The project’s landscape master plan is centered around Luminary Green Park, a 2.3-acre park that includes a 1-acre great lawn, feature trellis, and and tree-lined promenade. Future plans for the development include
community festivals and events hosted by the park.
Yellowstone Landscape was awarded the initial landscape maintenance and grounds services agreement for Creative Village, largely due to the developer’s desire to see the area’s
landscape maintained at a resort-level quality with high attention to detail.
© 2023 Yellowstone Landscape • www.yellowstonelandscape.com
F E A T U R E D	P R O J E C T

Cumberland Community Improvement District

LOCATION 
Atlanta, Georgia

CLIENT 
Cumberland Community Improvement District

PROPER TY TYPE 
Community Improvement

SERVICES PROVIDED 
Landscape Design Landscape Enhancement
The Cumberland Community Improvement District, is a
public-private assessment district in northwest Atlanta and was the first such entity created in the state, in 1988. Since then, the CID has existed to enhance, support, and protect the significant commercial interests of businesses in the area.
Yellowstone Landscape was honored to have been selected as the landscape contractor for one of the CID’s recent landscape enhancement and
beautification projects along US Highway 41, known locally as Cobb Parkway.
Yellowstone installed flowers, trees, ground covers, and other plant materials along the roadways and trails to help soften the appearance and beautify this important corridor in Cobb County’s central business district.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com
F E A T U R E D	P R O J E C T

The City of New Smyrna Beach

LOCATION 
New Smyrna Beach, Florida

CLIENT 
The City of New Smyrna Beach

PROPER TY TYPE 
Local Government

SERVICES PROVIDED 
Landscape Design Landscape Enhancement Landscape Maintenance
When The City of New Smyrna Beach launched an initiative to promote more tourism to the city, it also requested solicitations from the area’s professional landscape firms to
improve and maintain the appearance of city rights of way, including major state and county highways.
Yellowstone Landscape was selected to supply these services to the city in 2015 with an initial contract for a 3 year term.
Included in the contract, The City of New Smyrna Beach identified a total of
8 separate areas, including a 2.2 mile, paved multi-use trail, and specified unique maintenance standards for each area, placing special emphasis on the City’s gateway areas located just off of the I-95 exit ramps and a
major intersection leading to the city’s business district.
Since the initial award, Yellowstone Landscape’s quality of work has led the city to award additional areas, including the city’s highly visible
downtown corridor and retail districts.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com
F E A T U R E D	P R O J E C T

The City of Ormond Beach

LOCATION 
Ormond Beach, Florida

CLIENT 
The City of Ormond Beach

PROPER TY TYPE 
Local Government

SERVICES PROVIDED 
Landscape Design Landscape Enhancement Landscape Maintenance
The City of Ormond Beach, nicknamed “The Birthplace of Speed”, is an upscale community located just north of Daytona Beach, Florida, and home to approximately 40,000 residents.
In 2012, multiple landscape service contracts were consolidated into one partner agreement with Yellowstone Landscape, resulting in a more uniform appearance across the city’s facilities, parks, and rights of way.
High profile areas, most frequented by the city’s residents, are detailed each week to maintain their desired
appearance during the community’s active events schedule.
Services also includes irrigation system maintenance and repairs, trash and debris removal at parks and city facilities, maintenance of more than 50 manicured medians, and athletic field maintenance of the city’s sports field complexes.
In 2016, the city’s landscape was recognized by FNGLA, Florida’s state landscaping trade association, with a Landscape Award of Excellence.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

FEATURED	PROJECT

Reunion Resort & Club
.,.;,
YELLOWSTONE
L  A N  D  S C  A P E

LOCATION
Orlando, Florida

CLIENT
Salamander Hotels & Resorts, GMS, Aegis Community Management

PROPERTY TYPE
Resort Community

SERVICES PROVIDED
Landscape Design Landscape Installation Landscape Maintenance
Reunion Resort & Club is a 2,300-acre master-planned resort community located in Orlando, rlorida.
Reunion is proud to be the only resort community in the world that offers three signature golf courses, designed by golf legends: Jack Nicklaus, Arnold Palmer and Tom Watson.
Reunion's Linear Park, a popular wedding venue, includes structured planting beds and majestic oaks. The five-acre water park, another popular area of Lhe resort, brims with colorful, tropical plants.
Since design and installation began, Yellowstone Landscape has been Reunion's exclusive professional landscape service partner.
111e resort community's landscape maintenance areas include over 800,000 square feet of ornamental beds in addition lo the acres of manicured turf, 3,000 trees and over 500 palms.
111e resort's active special event schedule requires constant coordination between service teams and Reunion's various properly management entities.
Cl 2018 Y•llowstoM 1.andsc•p@ • www.y•llow,tonelandscop•.com

References

At Yellowstone Landscape, we pride ourselves on building lasting relationships with our clients. These clients have entrusted us as their landscape maintenance partner and would be happy to speak with you about our firm and the services that we provide for them.

Project Name:	Reunion East and Reunion West CDDs
Client Since:	2008
Services Provided:	Landscape Design & Installation, Landscape Maintenance Client Contact Information:	Alan Scheerer, Field Operations Manager
407.398.2890
ascheerer@gmscfl.com

Project Name:	Stevens Plantation CDD
Client Since:	2015
Services Provided:	Landscape Design & Installation, Landscape Maintenance Client Contact Information:	Gabriel Mena, Area Field Manager
313 Campus Street, Celebration, FL 34747
754.399.8440
Gabriel.mena@inframark.com

Project Name:	Hills of Minneola CDD
Client Since:	2022
Services Provided:	Landscape Design & Installation, Landscape Maintenance Client Contact Information:	Mark Hills, Property Manager
811 Mabbette Street, Kissimmee, FL 34741
407.847.2280
info@myhoasolution.com

Live Oak Lake CDD

Summary of Observations

To Live Oak Lake CDD Board,

I want to thank you for taking the time to go through this and thank you again for the opportunity. We understand your needs and we want to address some concerns in the photos listed below.

The following is a summary of our initial observations about the current condition of your landscape. In these pages, we’ve identified and documented the issues that we’ve observed in your landscape and noted some of the immediate opportunities for improvement and action steps that we would undertake, should we be awarded the opportunity to become your property’s landscape maintenance partner.

Live Oak Lake CDD

Wednesday, March 13, 2024

8 Issues Identified
Excessive Weeds In Landscape Beds. Spray & Hand Pull Weeds And Soft Edge Bedlines

Excessive Weeds In Tree Rings. Spray & Hand Pull Weeds And Re-define Tree Rings

Damaged And Declining Turf Along Blvd. Check For Proper Irrigation Coverage And Treat For Weeds And Pests. Recommend Replacing Turf Areas Beyond Reclamation.
Weed Pressure. Spray And Hand Pull Weeds Along Sidewalks

Excessive Weeds In Landscape Beds. Spray & Hand Pull Weeds And Soft Edge Bedlines

Straighten And Re-strap Live Oak Along Blvd.
Excessive Weeds In Landscape Beds. Spray & Hand Pull Weeds

Damaged And Declining Turf Along Blvd. Check For Proper Irrigation Coverage And Treat For Weeds And Pests. Recommend Replacing Turf Areas Beyond Reclamation.

This checklist is provided as an outline of the initial tasks that our Landscape Maintenance teams will perform as we begin serving We’ve divided the tasks over the first 30, 60, and 90 days of service in order to provide you with a tool to monitor and measure our team’s performance as we begin our partnership as your landscape maintenance service partner.

First 30 Days
Complete an irrigation audit of the entire system
Present irrigation deficiencies with plan for corrections
Begin maintenance – mowing, blowing, and edging
Spend significant amount of time cleaning up the areas that have been neglected (sidewalk mowing & edging, weeding beds, and redefining landscape bed-lines)
Spot treat weeds in turf areas to be reclaimed
Continue weed control in planting beds
Apply fertilizer to struggling shrubs on the property
Begin insect and disease program on all plant material
Perform first turf fertilizer application
Walk Property with Property Manager to identify other areas of concern

Days 31-60
Walk property with Property Manager to evaluate improvements
Evaluate our “Approach to Services” and make any necessary adjustments
Continue irrigation maintenance and inspections
Continue routine maintenance – mowing, blowing, and edging
Retreat turf weeds
Continue herbicide applications throughout property for weed control in landscape beds
Monitor and treat insect and disease problems in plant material throughout property
Discuss options to improve “curb appeal” in high profile areas

Days 61-90
Walk property with Property Manager to evaluate improvements
Assess results from actions taken in 30-day and 60-day plans.
Continue irrigation maintenance/inspections
Continue turf weed applications as needed
Monitor and treat insect and disease problems in plant material throughout property
Continue routine maintenance – mowing, blowing, and edging

407.396.0529 tel
407.396.2023 fax

1773 Business Center Lane Kissimmee, FL 34758

www.yellowstonelandscape.com

March 4, 2024

Jarett Wright, Field Manager 219 E. Livingston Street Orlando, FL 32801
407-841-5524

Re: Approach to Landscape Maintenance Services for Live Oak Lake CDD

Dear Mr. Wright and Board,

In the following document we will break down our landscape approach to services for Live Oak Lake CDD. We want you to understand how our crews work, who is responsible for what within our company, and how we will service the areas identified within the RFP. Yellowstone Landscape’s extensive experience in production planning allows our teams to develop a program that will ensure that all tasks outlined in the RFP will be performed timely and consistently. All the tasks and teams will be managed by our account manager who will be your main point of contact within Yellowstone Landscape. This account manager will make sure outstanding quality and customer service are delivered.

Project Approach Breakdown
Mow/detail team – During the growing season, a team of 4 crew members will on onsite 3 days per week, to service Live Oak Lake CDD. Crew size could vary to balance workload depending on the season and status of installation for future areas. At the end of the day, we are a quality- based company and will always do what is right to create a successful partnership with your team.
Mowing (St. Augustine & Irrigated Bahia- 42x/year, Unirrigated Bahia- 32x/year)
Mowing, edging, string trimming, and blowing off all turf and hardscape areas.
60” and 72” riding mowers will be utilized to perform mowing functions.
String trimming of all signs, obstacles, and pond banks where mowers cannot access will be done on each visit when needed.
Litter removal
Detail/Pruning/Weed Control (18x/year)
Hand-pruning and shearing
Hand-pulling of weeds
Non-selective weed control with Round-Up
All our account managers, crew leaders, and crew leads have spray licenses.
Blowing off property after trimming
Litter removal
Ornamental grasses to be cut-back 1x/year.
Tree & Palm Tree Trimming
All trees and palms under 15’ will be pruned during the monthly detail rotations.
Date and washingtonia palms will be pruned twice per year. Trees and all other palms over 15’ will be pruned once per year.
A separate arbor crew will be utilized to trim all palms over 15’.
Crape Myrtles will be lightly pruned once per year.
Fertilization Services (Turf- 4x/year, Shrubs- 3x/year)
All applications will be applied by a certified technician and monthly reports will be supplied after completion.
All turf, shrubs, trees, and palms will be treated during the months outlined in RFP scope of work.
Turf and shrubs will be monitored for any disease or insect issues and will be treated accordingly.
An Integrated Pest Management program will be always followed.
Irrigation System Maintenance (12x/year)
Locations will be inspected monthly by a trained irrigation professional. ¼ of the irrigation system will be inspected each week.
Inspections will include locating broken and damaged parts and valves, testing clocks, adjusting programs, adjusting pop-up and rotors for water coverage, and cutting around pop-ups that are restricted due to grass covering them.
Client will be informed of all large irrigation breaks and repairs.
Mulching (2x/year, when approved by Client)
Mulch will be installed in all landscape beds areas and tree rings.
Account Manager
Full-time manager who will supervise and oversee all aspects of maintenance by our crew members.
Main point of contact
Will communicate any issues with the property and any scheduling conflicts.
We are utilizing a tool called Site Audit which we can take pictures, make notes, and assign tasks to specific people within our company. It has been a highly effective tool and our customers are raving how much this improves communication and takes a pro-active approach.
Account managers meet weekly with our branch manager to go over scheduling and adjustments that may be needed. We work together as a team to make sure our customers receive the best service and that our crews stay on task.
Will provide weekly checklist of maintenance activities completed.

Please let us know if you have any questions about our scope of services or landscape approach. We are very excited about the potential opportunity!

Sincerely,

Pete Wittman Branch Manager
Yellowstone Landscape pwittman@yellowstonelandscape.com 407-319-8298
Live Oak Lake CDD
St. Cloud, Fl.

Det

-	Week 1
-	Week 2

Live Oak Lake CDD

Live Oak Lake CDD Landscape Fee Summary

Contractor:	Property:	Live Oak Lake CDD

Address:	Address:	219 E. Livingston St.

Orlando, Florida, 32801
Phone:	Phone:	407-750-3599
Fax:
Contact:	Contact:	JWright@gmscfl.com
Email:	Email:

JAN	

FEB	

MAR	

APRIL	

MAY	

JUN	

JUL	

AUG	

SEP	

OCT	

NOV	

DEC	

TOTAL	
GENERAL SERVICES
(Schedule A) - Mowing/Detailing													

$0	
TURF CARE
(Schedule B)
Bahia/St Augustine Fert													

$0	
TREE/SHRUB CARE
(Schedule C)
Tree/Shrub Fert													

$0	
BED DRESSING - Estimate mulch yds (Schedule E - B.)
Per Yard Pricing:					

Mulch Yds						

Mulch Yds		

$0	
PALM TRIMMING
(Schedule E - C.) Per Palm Price:													
$0	

V. PROPOSAL FORMS	19
4876-9932-0876.5
														
ANNUAL CHANGES - None at this time
(Schedule E - A. )
Per Annual Pricing:													

$0

$0	
IRRIGATION MAINT.
(Schedule D)														

TOTAL FEE PER MONTH:	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

Flat Fee Schedule	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	

Please fill in the Contractor information at the top left portion of the page.
General Services - Fill in each month with the dollars to perform this portion of the Scope of Work. Do not use averaged dollar amounts.
Turf Care - Fill in the dollar amount to perform the services each month as outlined in the Scope of Work .
Tree/Shrub Care - Fill in the dollar amount to perform the services each month as outlined in the Scope of Work.
Bedding Plants - Fill in the quantity of plants to be installed each rotation if not already listed, then fill in the dollar amount to purchase and install that quantity in the months specified in the Scope of Work. Also insert the number of plants installed in each rotation below the dollar amounts in the months they are to be installed.
V. PROPOSAL FORMS	20
4876-9932-0876.5
Bed Dressing - Fill in the quantity of Bed Dressing that is recommended to be installed (if quantity not already listed or Provided) then fill in the dollar amount to purchase and install that quantity in the month specified in the Scope of Work. Please include a per yard price. Twice per year in May and Nov.
Palm Trimming - Count and Fill in the quantity of each palm variety that will be pruned if not already listed, then fill in the dollar amount to trim each variety in the months indicated in the Scope of Work. Please insert your numbers in the row that corresponds to the specific variety of palm that is to be pruned that month.
Irrigation Maintenance - Fill in the dollar amount to perform each services as outlined in the Scope of work. Fill in zone count if known (not required)

V. PROPOSAL FORMS	21
4876-9932-0876.5

Section D

Section 1
LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT

Check Run Summary

GENERAL FUND	December 6, 2023		
Date	Check Numbers	Amount	

8/11/2023	
408-410	
$12,395.70	
8/16/2023	411-415	$33,263.04	
9/15/2023	416-423	$37,203.26	
9/21/2023	424-425	$13,129.25	
10/16/2023	426-436	$58,252.31	
10/27/2023	437-442	$62,102.31	
11/16/2023	443-450	$36,125.29	
11/29/2023	451-456	$6,745.24	
12/15/2023	457-469	$938,810.81	
1/10/2024	470-481	$202,243.03	
Total		$1,400,270.24	

IMPACT FEE FUND			
Date	Check Numbers	Amount	
11/14/2022	9	$511,533.44	
4/14/2023	10-11	$22,359.00	
7/11/2023	12	$132,059.40	
1/11/2024	13	$51,938.75	
Total		$717,890.59	

Page 12
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	13
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
8/11/23 00035	7/13/23 02232634 202307 320-53800-43000	*	43.92
SERVICE THRU 07/11/2023
ORLANDO UTILITIES COMMISSION	43.92 000408
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/11/23 00037	7/19/23 62619-07 202307 320-53800-43100	*	7,426.69
SERVICE THRU 07/13/2023
TOHO WATER AUTHORITY	7,426.69 000409
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/11/23 00037	7/19/23 62746-07 202307 320-53800-43100	*	4,925.09
SERVICE THRU 07/13/2023
TOHO WATER AUTHORITY	4,925.09 000410
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/16/23 00010	8/01/23 86560356 202308 310-51300-42000	*	9.78
DELIVERIES THRU 08/01/23
8/08/23 82175373 202308 310-51300-42000	*	43.11
DELIVRIES THRU 08/08/2023
FEDEX	52.89 000411
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/16/23 00001	6/30/23 72	202306 320-53800-46000	*	431.71
MAY/JUNE 23 GENERAL MAINT
8/01/23 70	202308 310-51300-34000	*	3,062.50
JULY 23 MGMT FEES
8/01/23 70	202308 310-51300-31300	*	416.67
JULY 23 DISSEMINATION
8/01/23 70	202308 310-51300-51000	*	.24
OFFICE SUPPLIES 8/01/23 70
POSTAGE 8/01/23 71
AUG 23 FIELD MGMT FEES
GMS-CENTRAL FLORIDA, LLC	5,165.92 000412
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/16/23 00030	8/01/23 27717-79 202308 320-53800-35000	*	500.00
AUG 23 IRR MGMT FEES
IRRIGATION MANAGEMENT CONSULTING	500.00 000413
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/16/23 00024	7/28/23 224423	202307 320-53800-46205	*	660.00
PLANT REMOVE/REPLACE
8/01/23 225472	202308 320-53800-46200	*	21,927.93
AUG 23 LANDSCAPE MAINT.
JUNIPER LANDSCAPING OF FLORIDA, LLC	22,587.93 000414
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/16/23 00032	8/01/23 PSI-9860 202308 320-53800-46800	*	2,682.30 AUG 23 AQUATIC MAINT.
8/01/23 PSI00251 202308 320-53800-46800	*	1,474.00 AUG 23 AQUATIC MAINT.
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	14
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
8/01/23 PSI00266 202308 320-53800-46810	*	800.00
AUG 23 FOUNTAIN MAINT.
SOLITUDE LAKE MANAGEMENT	4,956.30 000415
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00036	9/06/23 L02250	202308 320-53800-46801	*	997.00
SVCS-08/23
CLARKE ENVIRONMENTAL MOSQUITO	997.00 000416
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00006	8/21/23 2321609	202307 320-53800-46300	*	1,600.00
SVCS THRU 07/28/23
DEWBERRY ENGINEERS INC.	1,600.00 000417
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00007	8/31/23 19272	202308 320-53800-45000	*	327.00
PACKAGE-ADDED PROPERTY
EGIS INSURANCE ADVISORS, LLC	327.00 000418
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00010	7/25/23 82030342 202307 310-51300-42000	*	39.59
DELIVERIES THRU 07/14/23
8/15/23 82238677 202308 310-51300-42000	*	35.40
DELIVERIES THRU 08/05/23
8/22/23 82320413 202308 310-51300-42000	*	56.56
DELIVERIES THRU 08/16/23
8/29/23 96577715 202307 310-51300-42000	*	2.82
SVCS-07/23
FEDEX	134.37 000419
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
73	202309 310-51300-34000	*	3,062.50
MGMT FEES-09/23
73	202309 310-51300-31300	*	416.67
DISSEMINATION AGT SVCS
73	202309 310-51300-51000	*	.45
OFFICE SUPPLIES 73
POSTAGE 73
COPIES
74	202309 320-53800-34000	*	1,250.00
FIELD MGMT-09/23
GMS-CENTRAL FLORIDA, LLC	4,774.67 000420
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00030	9/04/23 27717-94 202309 320-53800-35000	*	500.00
MGMT FEES-09/23
IRRIGATION MANAGEMENT CONSULTING	500.00 000421
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/15/23 00024	9/01/23 229250	202309 320-53800-46200	*	21,927.92
MAINT-09/23
JUNIPER LANDSCAPING OF FLORIDA, LLC	21,927.92 000422
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	15
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
9/15/23 00032	7/31/23 PSI96453 202307
SVCS-07/23 9/01/23 PSI00589 202309
MAINT-09/23 9/01/23 PSI00921 202309
MAINT-09/23
SOLITUDE LAKE MANAGEMENT	6,942.30 000423
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/21/23 00035	8/14/23 02232634 202308 320-53800-43000	*	45.87
SERVICE THRU 8/14/2023
ORLANDO UTILITIES COMMISSION	45.87 000424
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/21/23 00037	8/23/23 218892-0 202308 320-53800-43100	*	5,992.99
SERVICE THRU 08/11/2023
8/23/23 62619-08 202308 320-53800-43100	*	7,090.39
SERVICE THRU 08/11/2023
TOHO WATER AUTHORITY	13,083.38 000425
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00006	9/20/23 23348007 202308 310-51300-31100	*	412.50
SVCS-08/23
DEWBERRY ENGINEERS INC.	412.50 000426
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00007	9/27/23 20248	202310 310-51300-45000	*	6,076.00
RENEW POLICY FY2024
9/27/23 20248	202310 320-53800-45000	*	3,879.00
RENEW POLICY FY2024
EGIS INSURANCE ADVISORS, LLC	9,955.00 000427
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00010	9/19/23 82595408 202309 310-51300-42000	*	68.76
DELIVERIES THRU 09/08/23
9/26/23 82662811 202309 310-51300-42000	*	61.44
DELIVERIES THRU 09/20/23
FEDEX	130.20 000428
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00001	9/30/23 77	202310 310-51300-31700	*	5,000.00
ASSESS ROLL-FY24 GMS CFII
10/01/23 75	202310 310-51300-34000	*	3,215.67
MGMT FEES-10/23
10/01/23 75	202310 310-51300-31300	*	416.67
DISSEMINATION AGT SVCS
10/01/23 75	202310 310-51300-51000	*	.39
OFFICE SUPPLIES
10/01/23 75	202310 310-51300-42000	*	6.89
POSTAGE
10/01/23 76	202310 320-53800-34000	*	1,312.50
FIELD MGMT-10/23
GMS-CENTRAL FLORIDA, LLC	9,952.12 000429
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	16
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
10/16/23 00014 10/01/23 21769	202310 310-51300-35101	*	388.13
SVCS-10/23
INNERSYNC	388.13 000430
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00030 10/02/23 27717-10 202310 320-53800-35000	*	500.00
MGMT FEES-10/23
IRRIGATION MANAGEMENT CONSULTING	500.00 000431
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00024	9/30/23 232539	202309 320-53800-35001	*	493.25
MAINT/REPAIRS-09/23
10/01/23 233546	202310 320-53800-46200	*	22,585.75
MAINT RENEWAL-10/23
JUNIPER LANDSCAPING OF FLORIDA, LLC	23,079.00 000432
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00033	9/27/23 3282410	202308 310-51300-31500	*	2,594.00
SVCS-08/23
KUTAK ROCK LLP	2,594.00 000433
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00018	7/14/23 76326615 202307 310-51300-48000	*	1,390.00
LEGAL AD#7465261
7/21/23 76689876 202307 310-51300-48000	*	1,390.00
LEGAL AD#7465327
9/05/23 79375280 202309 310-51300-48000	*	264.43
LEGAL AD#7492629
ORLANDO SENTINEL	3,044.43 000434
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00032 10/01/23 PSI01578 202310 320-53800-46800	*	2,682.30 MAINT-10/23
10/01/23 PSI01967 202310 320-53800-46800	*	1,474.00 MAINT-10/23
SOLITUDE LAKE MANAGEMENT	4,156.30 000435
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/16/23 00005	9/25/23 7068481	202310 310-51300-32300	*	4,040.63
ADMIN FEE-9/01/23-8/31/24
US BANK	4,040.63 000436
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/27/23 00040	9/29/23 2	202310 310-51300-31300	*	100.00
AMORTIZATION SCHEDULE
DISCLOSURE SERVICES LLC	100.00 000437
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/27/23 00001	9/30/23 78	202309 320-53800-46000	*	870.00
SEPT 2023 GENERAL MAINT.
GMS-CENTRAL FLORIDA, LLC	870.00 000438
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/27/23 00035 10/03/23 55046169 202309 320-53800-43001	*	53,980.34
STREETLIGHTING
ORLANDO UTILITIES COMMISSION	53,980.34 000439
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	17
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
10/27/23 00035	9/13/23 02232634 202309 320-53800-43000	*	45.29
SERVICE THRU 09/13/2023
ORLANDO UTILITIES COMMISSION	45.29 000440
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/27/23 00037	9/20/23 62619-09 202309 320-53800-43100	*	4,712.69
SERVICE THRU 09/13/2023
TOHO WATER AUTHORITY	4,712.69 000441
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/27/23 00037	9/20/23 62746-09 202309 320-53800-43100	*	2,393.99
SERVICE THRU 09/12/2023
TOHO WATER AUTHORITY	2,393.99 000442
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/16/23 00036 10/31/23 00103160 202310 320-53800-46801	*	2,033.00
SVCS-10/23
CLARKE ENVIRONMENTAL MOSQUITO	2,033.00 000443
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
89196	202310 310-51300-54000	*	175.00
ANNUAL FEE FY2024
DEPARTMENT OF ECONOMIC OPPORTUNITY	175.00 000444
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
82957529 202310 310-51300-42000	*	31.51
DELIVERIES THRU 10/16/23
96617440 202309 310-51300-42000	*	4.55
SVCS-09/23
83097347 202310 310-51300-42000	*	43.95
DELIVERIES THRU 10/27/23
FEDEX	80.01 000445
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
79	202311 310-51300-34000	*	3,215.67
MGMT FEES-11/23
79	202311 310-51300-31300	*	416.67
DISSEMINATION AGT SVCS
79	202311 310-51300-51000	*	.57
OFFICE SUPPLIES
79	202311 310-51300-42000	*	12.03
POSTAGE
80	202311 320-53800-34000	*	1,312.50
FIELD MGMT-11/23
GMS-CENTRAL FLORIDA, LLC	4,957.44 000446
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
27717-11 202311 320-53800-35000	*	500.00
MAINT-11/23
IRRIGATION MANAGEMENT CONSULTING	500.00 000447
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/16/23 00024 11/01/23 237559	202311 320-53800-46200	*	22,585.75
MAINT RENEWAL-11/23
JUNIPER LANDSCAPING OF FLORIDA, LLC	22,585.75 000448
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	18
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
11/16/23 00033 10/30/23 3297675	202309 310-51300-31500	*	698.50
SVCS-09/23
KUTAK ROCK LLP	698.50 000449
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/16/23 00032 11/01/23 PSI02572 202311 320-53800-46800	*	1,474.00 MAINT-11/23
11/01/23 PSI02793 202311
MAINT-11/23 11/01/23 PSI02799 202311
MAINT-11/23
SOLITUDE LAKE MANAGEMENT	5,095.59 000450
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00035 10/11/23 02232634 202310 320-53800-43000	*	53.93
SERVICE THRU 10/11/2023
ORLANDO UTILITIES COMMISSION	53.93 000451
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00037 10/18/23 62619-10 202310 320-53800-43100	*	2,464.79
SERVICE THRU 10/11/2023
TOHO WATER AUTHORITY	2,464.79 000452
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00037 10/18/23 62746-10 202310 320-53800-43100	*	1,361.49
SERVICE THRU 10/11/2023
TOHO WATER AUTHORITY	1,361.49 000453
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00010 11/21/23 83243713 202311 310-51300-42000	*	43.86
DELIVERIES THRU 11/21/23
FEDEX	43.86 000454
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00001 10/31/23 81	202310 320-53800-46000	*	1,951.17
OCT 23 GENERAL MAINT.
GMS-CENTRAL FLORIDA, LLC	1,951.17 000455
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/29/23 00033 11/22/23 3311985	202310 310-51300-31500	*	870.00
LEGAL FEES THRU 10/31/23
KUTAK ROCK LLP	870.00 000456
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/15/23 00035 11/10/23 02232634 202311 320-53800-43000	*	54.80
SERVICE THRU 11/10/2023
ORLANDO UTILITIES COMMISSION	54.80 000457
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/15/23 00037 11/22/23 62619-11 202311 320-53800-43100	*	2,404.49
SERVICE THRU 11/13/2023
TOHO WATER AUTHORITY	2,404.49 000458
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/15/23 00037 11/22/23 62746-11 202311 320-53800-43100	*	1,345.55
SERVICE THRU 11/13/2023
TOHO WATER AUTHORITY	1,345.55 000459
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	19
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
12/19/23 00036 11/30/23 00103172 202311 320-53800-46801	*	2,033.00
NOV 23 MIDGE TREATMENT
CLARKE ENVIRONMENTAL MOSQUITO	2,033.00 000460
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00010 11/28/23 96634635 202311 310-51300-42000	*	2.10
DELIVERIES THRU 11/28/23
12/05/23 83382562 202312 310-51300-42000	*	43.67
DELIVERIES THRU 12/05/23
FEDEX	45.77 000461
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00001 12/01/23 82	202312 310-51300-34000	*	3,215.67
DEC 23 MGMT FEES
12/01/23 82	202312 310-51300-31300	*	416.67
DEC 23 DISSEMINATION
12/01/23 82	202312 310-51300-51000	*	.36
OFFICE SUPPLIES
12/01/23 82	202312 310-51300-42000	*	58.86
POSTAGE
GMS-CENTRAL FLORIDA, LLC	3,691.56 000462
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00030 12/02/23 27717-12 202312 320-53800-35000	*	500.00
DEC 23 IRR MGMT FEES
IRRIGATION MANAGEMENT CONSULTING	500.00 000463
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00024 12/01/23 242217	202312 320-53800-46200	*	22,585.75
DEC 23 LANDSCAPE MAINT.
JUNIPER LANDSCAPING OF FLORIDA, LLC	22,585.75 000464
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00039 12/19/23 12192023 202312 300-20700-10000	*	25,816.24
TRANSFER TAX RECEIPTS
12/19/23 12192023 202312 300-20700-10000	*	110,802.51
TRANSFER DIRECT ASSESSMNT
12/19/23 121923-F 202312 300-20700-10000	*	267.86
TRANSFER TAX RECEIPTS
TRANSFER TAX RECEIPTS
751,837.85

LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	20
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
12/19/23 00005 11/25/23 7133697	202311 310-51300-32300	*	4,040.63
SERIES 2020 TRUSTEE FEES
US BANK	4,040.63 000468
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/19/23 00001 12/01/23 83	202312 320-53800-34000	*	1,312.50
DEC 23 FIELD MGMT FEES
GMS-CENTRAL FLORIDA, LLC	1,312.50 000469
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00035 12/11/23 02232634 202312 320-53800-43000	*	52.91
SERVICE THRU 12/11/2023
ORLANDO UTILITIES COMMISSION	52.91 000470
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00037 12/20/23 62619-12 202312 320-53800-43100	*	832.17
SERVICE THRU 12/13/2023
TOHO WATER AUTHORITY	832.17 000471
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00037 12/20/23 62746-12 202312 320-53800-43100	*	455.69
SERVICE THRU 12/13/2023
TOHO WATER AUTHORITY	455.69 000472
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
20866	202312
RENEW POLICY 20866	202312
RENEW POLICY 20866	202312
RENEW POLICY 20867	202401
POLICY CHANGE 20867	202401 POLICY CHANGE 20867	202401 POLICY CHANGE
EGIS INSURANCE ADVISORS, LLC	19,053.25 000473
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00010 12/26/23 83600515 202312 310-51300-42000	*	114.47
DELIVERIES THRU 12/21/23
FEDEX	114.47 000474
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00001	1/01/24 85	202401 320-53800-34000
FIELD MANAGEMENT01/2024 1/20/24 84	202301 310-51300-34000
MANAGMENT FEES 01/24
1/20/24 84	202301 310-51300-31300
AGENT SERICES
1/20/24 84	202301 310-51300-51000
OFFICE SUPPLIES
LOKS LIVE
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	21
*** CHECK NOS. 000408-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
1/20/24 84	202301 310-51300-42000	*	5.70
POSTAGE
GMS-CENTRAL FLORIDA, LLC	4,950.81 000475
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00014	1/01/24 21947	202401 310-51300-35101	*	388.13
WEBSITE SVCS 01/2024
INNERSYNC	388.13 000476
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00030	1/01/24 27717138 202401 320-53800-35000	*	500.00
MONTHLY MANG FEE 01/2024
IRRIGATION MANAGEMENT CONSULTING	500.00 000477
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00024	1/01/24 245927	202401 320-53800-46200	*	22,585.75
LANDSCAPE MAINT 01/2024
JUNIPER LANDSCAPING OF FLORIDA, LLC	22,585.75 000478
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/10/24 00039	1/10/24 01102024 202401 300-20700-10000	*	4,947.98
TXFER TAX RECEIPTS

TXFER TAX RECEIPTS
144,098.28

LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/29/24	PAGE	22
*** CHECK NOS. 000009-050000	LIVE OAK LAKES-IMPACT FEES FND BANK C LOL-IMPACT FEES
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...	VENDOR NAME	STATUS	AMOUNT	....CHECK.....

LOKS LIVE OAK LAKES SHENNING
LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT
Special Assessment Receipts Fiscal Year 2024

$132,121.97	$1,018,275.00	$1,150,396.97
ASSESSMENTS-DIRECT	FY 2024	FY2024	TOTAL
.36300.10100	.36300.10100
11.48%	88.52%
DUE DATE	DATE	BILLED AMOUNT	AMOUNT RECEIVED	NET RECEIPTS	O&M	DSF Portion	Total

10/15/23	10/11/23	$29,123.38	$29,123.38	$29,123.38
10/15/23	11/6/23	$13,102.80	$13,102.80	$13,102.80
1/1/24	12/27/23	$28,266.81	$28,266.81	$28,266.81
1/1/24	11/6/23	$12,717.42	$12,717.42	$12,717.42
3/1/24	$28,266.81	$0.00
3/1/24	11/6/23	$12,717.42	$12,717.42	$12,717.42
4/1/24	$567,071.92	$0.00
4/1/24	11/6/23	$74,237.68	$74,237.68	$74,237.68
10/1/24	$279,304.08	$0.00
10/1/24	11/6/23	$36,564.83	$36,564.83	$36,564.83

$29,123.38	$0.00	$29,123.38
$13,102.80	$0.00	$13,102.80
$28,266.81	$0.00	$28,266.81
$12,717.42	$0.00	$12,717.42
$0.00	$0.00	$0.00
$12,717.42	$0.00	$12,717.42
$0.00	$0.00	$0.00
$0.00	$74,237.68	$74,237.68
$0.00	$0.00	$0.00
$0.00	$36,564.83	$36,564.83

TOTAL	$1,081,373.15	$206,730.34	$206,730.34	$95,927.83	$110,802.51	$206,730.34

ASSESSMENTS COMBINED

O & M	$471,224.77	$297,964.07	$95,927.83	$393,891.90	83.59%
DEBT SERVICE	$2,068,050.00	$891,797.94	$110,802.51	$1,002,600.45	48.48%

Page 23

LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT

Check Run Summary

GENERAL FUND	April 3, 2024		
Date	Check Numbers	Amount	

03/12/24	
493-502	
$81,224.65	
Total		$81,224.65	

Page 12
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	3/26/24	PAGE	13
*** CHECK NOS. 000493-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
3/12/24 00036	2/15/24 00103183 202402 320-53800-46801	*	2,033.00
FEB 2024 SERVICE
3/05/24 8024058	202402 320-53800-46801	*	2,033.00
SVCS-02/24
CLARKE ENVIRONMENTAL MOSQUITO	4,066.00 000493
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00010	2/20/24 84140806 202402 310-51300-42000	*	51.95
DELIVERIES THRU 2/20/24
3/05/24 96697820 202401 310-51300-42000	*	7.89
SVCS-01/24
FEDEX	59.84 000494
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00001	3/01/24 88	202403 310-51300-34000	*	3,215.67
MGMT FEES-03/24
3/01/24 88	202403 310-51300-31300	*	416.67
DISSEMINATION AGT SVCS
3/01/24 88	202403 310-51300-51000	*	.33
OFFICE SUPPLIES
3/01/24 88	202403 310-51300-42000	*	7.07
POSTAGE
3/01/24 88	202403 310-51300-42500	*	33.30
COPIES
3/01/24 89	202403 320-53800-34000	*	1,312.50
FIELD MGMT-03/24
GMS-CENTRAL FLORIDA, LLC	4,985.54 000495
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00016	3/01/24 25289	202403 310-51300-32200	*	2,100.00
AUDIT FYE 09/30/23
GRAU & ASSOCIATES	2,100.00 000496
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00030	3/04/24 27717-16 202403 320-53800-35000	*	500.00
MGMT FEES-03/24
IRRIGATION MANAGEMENT CONSULTING	500.00 000497
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00024	2/27/24 252260	202402 320-53800-35001	*	2,569.50
SVCS-02/24 DECODER REPLAC
2/27/24 252261	202402 320-53800-35001	*	886.52
REPAIRS-02/24 WET CHECK
3/01/24 254279	202403 320-53800-46200	*	22,585.75
MAINT-03/24
JUNIPER LANDSCAPING OF FLORIDA, LLC	26,041.77 000498
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/12/24 00033	2/22/24 3354295	202401 310-51300-31500	*	1,290.50
LEGAL FEES THRU 1/31/2024
2/22/24 3354296	202401 300-13100-10000	*	5,935.50
SVCS-01/24
LOKS LIVE OAK LAKES SHENNING
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	3/26/24	PAGE	14
*** CHECK NOS. 000493-050000	LIVE OAK LAKES-GENERAL FUND BANK B LOL-GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#

	2/22/24 3354296	202401 310-51300-31500			*					5,935.50			
	SVCS-01/24											
	2/22/24 3354296	202401 300-20700-10000			*					5,935.50-			
	SVCS-01/24											
	KUTAK ROCK LLP									7,226.00	000499	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- -	- - - - -	- -	-	-	-	-	- - - - - -	- - - - -	- - -	
3/12/24 00039	3/12/24 03122024 202403 300-20700-10000			*					1,061.72			
	TXFER OF TAX RECEIPTS											
	LIVE OAK LAKE CDD									1,061.72	000500	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- -	- - - - -	- -	-	-	-	-	- - - - - -	- - - - -	- - -	
3/12/24 00004	3/12/24 03122024 202403 300-20700-10000			*					30,920.19			
	TXFER OF TAX RECEIPTS											
	LIVE OAK LAKE CDD									30,920.19	000501	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- -	- - - - -	- -	-	-	-	-	- - - - - -	- - - - -	- - -	
3/12/24 00032	3/01/24 PSI05447 202403 320-53800-46800			*					2,789.59			
	MAINT-03/24											
	3/02/24 PSI05739 202403 320-53800-46800			*					1,474.00			
	MAINT-03/24											
	SOLITUDE LAKE MANAGEMENT									4,263.59	000502	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- -	- - - - -	- -	-	-	-	-	- - - - - -	- - - - -	- - -	
	TOTAL	FOR	BANK B						81,224.65			
	TOTAL	FOR	REGISTER						81,224.65			

LOKS LIVE OAK LAKES SHENNING
LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT
Special Assessment Receipts Fiscal Year 2024

ASSESSMENTS - TAX COLLECTOR

$339,102.80	$1,014,925.00	$34,850.00	$1,388,877.80
FY 2024	FY 2024	FY 2024	TOTAL
.36300.10000	.36300.10000	.36300.10000
		24.42%	73.08%	2.51%	100.00%							
DATE	DESCRIPTION	GROSS AMOUNT	DISCOUNTS/PENALTIES	COMMISSIONS		INTEREST	NET RECEIPTS		O&M Portion	16 DSF Portion	20 DSF Portion	Total	

11/10/23	INSTALLMENTS	
$10,050.53	
$517.15	
$190.67		
$0.00	
$9,342.71		
$2,281.08	
$6,827.20	
$234.43	
$9,342.71	
11/24/23	CURRENT DISTRIBUTION	$191,722.35	$7,668.73	$3,681.07		$0.00	$180,372.55		$44,039.03	$131,807.57	$4,525.94	$180,372.55	
12/08/23	CURRENT DISTRIBUTION	$891,942.35	$35,677.07	$17,125.31		$0.00	$839,139.97		$204,881.03	$613,203.07	$21,055.87	$839,139.97	
12/21/23	CURRENT DISTRIBUTION	$203,499.35	$8,061.71	$3,908.74		$0.00	$191,528.90		$46,762.92	$139,960.10	$4,805.88	$191,528.90	
01/10/24	INSTALLMENTS	$5,957.21	$178.71	$115.58		$0.00	$5,662.92		$1,382.64	$4,138.19	$142.10	$5,662.92	
01/10/24	CURRENT DISTRIBUTION	$31,718.00	$951.59	$615.33		$0.00	$30,151.08		$7,361.57	$22,032.96	$756.56	$30,151.08	
01/31/24	INTEREST	$0.00	$0.00	$0.00		$1,325.75	$1,325.75		$323.69	$968.79	$33.27	$1,325.75	
02/07/24	CURRENT DISTRIBUTION	$11,309.40	$252.24	$221.14		$0.00	$10,836.02		$2,645.68	$7,918.44	$271.90	$10,836.02	
02/08/24	INSTALLMENTS	$430.89	$12.93	$8.36		$0.00	$409.60		$100.01	$299.32	$10.28	$409.60	
TOTAL	$1,346,630.08	$53,320.13	$25,866.20		$1,325.75	$1,268,769.50		$309,777.64	$927,155.64	$31,836.22	$1,268,769.50	

											GROSS	
											96.96%	
					$132,121.97	$1,018,275.00		$1,150,396.97				
ASSESSMENTS-DIRECT					FY 2024	FY2024		TOTAL				
					.36300.10100	.36300.10100						
					11.48%	88.52%						
DUE DATE	DATE	BILLED AMOUNT	AMOUNT RECEIVED	NET RECEIPTS		O&M	DSF Portion		Total				

10/15/23	10/11/23	
$29,123.38	
$29,123.38	
$29,123.38		
$29,123.38	
$0.00		
$29,123.38				
10/15/23	11/6/23	$13,102.80	$13,102.80	$13,102.80		$13,102.80	$0.00		$13,102.80				
1/1/24	12/27/23	$28,266.81	$28,266.81	$28,266.81		$28,266.81	$0.00		$28,266.81				
1/1/24	11/6/23	$12,717.42	$12,717.42	$12,717.42		$12,717.42	$0.00		$12,717.42				
3/1/24	2/23/24	$28,266.81	$28,266.81	$28,266.81		$28,266.81	$0.00		$28,266.81				
3/1/24	11/6/23	$12,717.42	$12,717.42	$12,717.42		$12,717.42	$0.00		$12,717.42				
4/1/24	$567,071.92		$0.00		$0.00	$0.00		$0.00				
4/1/24	11/6/23	$74,237.68	$74,237.68	$74,237.68		$0.00	$74,237.68		$74,237.68				
10/1/24	$279,304.08		$0.00		$0.00	$0.00		$0.00				
10/1/24	11/6/23	$36,564.83	$36,564.83	$36,564.83		$0.00	$36,564.83		$36,564.83				
TOTAL	$1,081,373.15	$234,997.15	$234,997.15		$124,194.64	$110,802.51		$234,997.15				

ASSESSMENTS COMBINED												
GROSS AMOUNT ASSESSED	TAX COLLECTOR RECEIVED	DIRECT RECEIVED	
TOTAL COLLECTED		NET PERCENTAGE COLLECTED							
O & M	$471,224.77	$309,777.64	$124,194.64	$433,972.28		92.09%							
DEBT SERVICE	$2,068,050.00	$927,155.64	$110,802.51	$1,037,958.15		50.19%							
TOTAL	$2,539,274.77	$1,236,933.28	$234,997.15	$1,471,930.43									

Page 15

Section 2

Live Oak Lake
Community Development District

Unaudited Financial Reporting
December 31, 2023

Table of Contents

1

2-3

4

5

6

7

8

9-10

11

12-22
	Balance Sheet

	General Fund

	Impact Fee Fund

	Debt Service Fund Series 2016

	Debt Service Fund Series 2020

	Capital Projects Fund Series 2016

	Capital Projects Fund Series 2020

	Month to Month

	Long Term Debt Report

	Check Run Summary

23		Assessment Receipt Schedule
Live Oak Lake
Community Development District Combined Balance Sheet December 31, 2023

Investments:

Page 1
Live Oak Lake
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

	Adopted	Prorated Budget	Actual		
	Budget	Thru 12/31/23	Thru 12/31/23	Variance	
Revenues:					
Assessments - Tax Collector (Net)	$	318,757	$	297,964	$	297,964	$	-	
Assessments - Off Roll (Unplatted)	$	124,193	$	95,928	$	95,928	$	-	
Developer Deficit Funding	$	258,041	$	64,510	$	-	$	(64,510)	
Interest Income	$	-	$	-	$	184	$	184	
Total Revenues	$	700,990	$	458,402	$	394,076	$	(64,326)	
Expenditures:					
General & Administrative:					
Supervisor Fees	$	9,600	$	2,400	$	-	$	2,400	
FICA Expense	$	734	$	184	$	-	$	184	
Engineering	$	15,000	$	3,750	$	63	$	3,688	
Dissemination	$	5,000	$	1,250	$	1,350	$	(100)	
Assessment Roll	$	5,000	$	5,000	$	5,000	$	-	
Property Appraiser	$	600	$	150	$	-	$	150	
Arbitrage	$	1,150	$	288	$	-	$	288	
Attorney	$	30,000	$	7,500	$	870	$	6,630	
Annual Audit	$	5,100	$	1,275	$	-	$	1,275	
Trustee Fees	$	8,100	$	8,100	$	8,081	$	19	
Management Fees	$	38,588	$	9,647	$	9,647	$	(0)	
Postage & Delivery	$	1,450	$	363	$	357	$	5	
Copies	$	250	$	63	$	-	$	63	
Insurance	$	6,426	$	6,426	$	6,076	$	350	
Legal Advertising	$	2,500	$	625	$	-	$	625	
Other Current Charges	$	350	$	88	$	-	$	88	
Office Supplies	$	100	$	25	$	1	$	24	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Website Hosting/Compliance	$	1,553	$	388	$	388	$	-	
Total General & Administrative	$	131,676	$	47,695	$	32,009	$	15,686	

Page 2
Live Oak Lake
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

	Adopted	Prorated Budget	Actual		
	Budget	Thru 12/31/23	Thru 12/31/23	Variance	
Operations & Maintenance					
Field Expenditures
Field Management	
$	15,750	
$	3,938	
$	3,938	
$	-	
Property Insurance	$	5,000	$	5,000	$	3,879	$	1,121	
Aquatic Control	$	40,584	$	10,146	$	12,683	$	(2,537)	
Mitigation Maintenance	$	7,100	$	1,775	$	1,600	$	175	
Midge Management	$	25,000	$	6,250	$	4,066	$	2,184	
Contingency	$	15,000	$	3,750	$	-	$	3,750	
Landscape Maintenance	$	286,000	$	71,500	$	67,757	$	3,743	
Landscaping Replacements	$	50,000	$	12,500	$	-	$	12,500	
Pond Fountain Maintenance	$	15,000	$	3,750	$	832	$	2,918	
Irrigation Consultant Services	$	6,000	$	1,500	$	1,500	$	-	
Irrigation Repairs	$	15,000	$	3,750	$	-	$	3,750	
General Repairs and Maintenance	$	15,000	$	3,750	$	1,951	$	1,799	
Electricity-Street Lights	$	43,694	$	10,924	$	162	$	10,762	
Water-Irrigation	$	64,182	$	16,045	$	8,864	$	7,181	
Capital Reserve	$	18,250	$	4,563	$	-	$	4,563	
Subtotal Field Expenditures	$	621,560	$	159,140	$	107,232	$	51,908	
					
Total Operations & Maintenance	$	621,560	$	159,140	$	107,232	$	51,908	
					
Total Expenditures	$	753,236	$	206,835	$	139,241	$	67,594	
					
Excess (Deficiency) of Revenues over Expenditures	$	(52,245)		$	254,835		
					
Net Change in Fund Balance	$	(52,245)		$	254,835		
					
Fund Balance - Beginning	$	52,245		$	263,657		
					
Fund Balance - Ending	$	0		$	518,492		

Page 3
Live Oak Lake
Community Development District Impact Fee Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

Adopted	Prorated Budge	Actual		
Budget	Thru 12/31/23	Thru 12/31/23	Variance	

Revenues:			
Impact Fees	$	-	$	-	$	39,440	$	39,440	
Interest	$	-	$	-	$	-	$	-	
Total Revenues	$	-	$	-	$	39,440	$	39,440	
Expenditures:			
Stormwater	$	-	$	-	$	16,564	$	(16,564)	
Total Expenditures	$	-	$	-	$	16,564	$	(16,564)	
			
Excess (Deficiency) of Revenues over Expenditures	$	-	$	22,876		
			
Net Change in Fund Balance	$	-	$	22,876		
			
Fund Balance - Beginning	$	-	$	81,552		
			
Fund Balance - Ending	$	-	$	104,428		

Page 4
Live Oak Lake
Community Development District Debt Service Fund Series 2016
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

Adopted	Prorated Budge	Actual		
Budget	Thru 12/31/23	Thru 12/31/23	Variance	

Revenues:					
Assessments - Tax Roll	$	954,993	$	891,798	$	891,798	$	-	
Interest	$	5,000	$	1,250	$	10,219	$	8,969	
Total Revenues	$	959,993	$	893,048	$	902,017	$	8,969	
Expenditures:					
Interest - 11/1	$	316,763	$	316,763	$	316,763	$	-	
Special Call - 11/1	$	15,000	$	15,000	$	20,000	$	(5,000)	
Principal - 5/1	$	325,000	$	-	$	-	$	-	
Interest - 5/1	$	316,763	$	-	$	-	$	-	
Total Expenditures	$	973,525	$	331,763	$	336,763	$	(5,000)	
					
Excess (Deficiency) of Revenues over Expenditures	$	(13,532)		$	565,255		
					
Net Change in Fund Balance	$	(13,532)		$	565,255		
					
Fund Balance - Beginning	$	439,975		$ 1,413,862		
					
Fund Balance - Ending	$	426,443		$ 1,979,116		

Page 5
Live Oak Lake
Community Development District Debt Service Fund Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

	Adopted	Prorated Budge	Actual		
	Budget	Thru 12/31/23	Thru 12/31/23	Variance	
Revenues:					
Assessments - Tax Roll	$	32,759	$	30,622	$	30,622	$	-	
Assessments - Direct	$	957,179	$	110,803	$	110,803	$	-	
Interest	$	5,000	$	1,250	$	10,149	$	8,899	
Total Revenues	$	994,938	$	142,675	$	151,574	$	8,899	
Expenditures:					
Interest - 11/1	$	344,659	$	344,659	$	344,659	$	(0)	
Principal - 5/1	$	305,000	$	-	$	-	$	-	
Interest - 5/1	$	344,659	$	-	$	-	$	-	
Total Expenditures	$	994,319	$	344,659	$	344,659	$	(0)	
					
Excess (Deficiency) of Revenues over Expendit	$	619		$	(193,086)		
Other Financing Sources/(Uses):					
Transfer In/(Out)	$	-	$	-	$	1	$	1			
Total Other Financing Sources/(Uses)	$	-	$	-	$	1	$	1			
					
Net Change in Fund Balance	$	619	$  (193,085)				
					
Fund Balance - Beginning	$	392,631	$ 1,390,852				
					
Fund Balance - Ending	$	393,250	$ 1,197,767				

Page 6
Live Oak Lake
Community Development District Capital Projects Fund Series 2016
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

Revenues
Interest

$	-	$

-	$	2	$	2

Expenditures:
Capital Outlay

$	-	$	-	$	-	$	-

Page 7
Live Oak Lake
Community Development District Capital Projects Fund Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending December 31, 2023

Revenues
Interest

$	-	$

-	$	1	$	1

Expenditures:
Capital Outlay

$	-	$	-	$	-	$	-

Page 8
Live Oak Lake
Community Development District Month to Month
FY 2024

	Oct-23	Nov-23	Dec-23	Jan-24	Feb-24	Mar-24	Apr-24	May-24	Jun-24	Jul-24	Aug-24	Sep-24	Total	
Revenues:														
Assessments - Tax Collector (Net)	$	-	$	46,320	$  251,644	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  297,964	
Assessments - Off Roll (Unplatted)	$	29,123	$	-	$	66,804	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	95,928	
Developer Deficit Funding	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-										
Interest Income	$	39	$	71	$	74	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	184										
Total Revenues	$	29,162	$	46,391	$  318,522	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $  394,076										
Expenditures:														
General & Administrative:														
Supervisor Fees	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
FICA Expense	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Engineering	$	-	$	-	$	63	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	63										
Dissemination	$	517	$	417	$	417	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	1,350										
Assessment Roll	$	5,000	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	5,000										
Property Appraiser	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Arbitrage	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Attorney	$	870	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	870										
Annual Audit	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Trustee Fees	$	4,041	$	4,041	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	8,081										
Management Fees	$	3,216	$	3,216	$	3,216	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	9,647										
Postage & Delivery	$	82	$	58	$	217	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	357										
Copies	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Insurance	$	6,076	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	6,076										
Legal Advertising	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Other Current Charges	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-										
Office Supplies	$	0	$	1	$	0	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	1										
Dues, Licenses & Subscriptions	$	175	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	175										
Website Hosting/Compliance	$	388	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	388										
Total Administrative	$	20,365	$	7,732	$	3,912	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	32,009										

Page 9
Live Oak Lake
Community Development District Month to Month
FY 2024

Operations & Maintenance
Field Expenditures Field Management Property Insurance Aquatic Control Mitigation Maintenance Midge Management Contingency
Landscape Maintenance Landscaping Replacements Pond Fountain Maintenance Irrigation Consultant Services Irrigation Repairs
General Repairs and Maintenance Electricity-Street Lights
Water-Irrigation Capital Reserve

$	1,313  $
$	3,879  $
$	4,156  $
$	1,600  $
$	2,033  $
$	-  $
$	22,586  $
$	-  $
$	-  $
$	500  $
$	-  $
$	1,951  $
$	54  $
$	3,826  $
$	-  $

1,313  $
-  $
4,264  $
-  $
2,033  $
-  $
22,586  $
-  $
832  $
500  $
-  $
-  $
55  $
3,750  $
-  $

1,313  $
-  $
4,264  $
-  $
-  $
-  $
22,586  $
-  $
-  $
500  $
-  $
-  $
53  $
1,288  $
-  $

-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	3,938
-  $	3,879
-  $	12,683
-  $	1,600
-  $	4,066
-  $	-
-  $	67,757
-  $	-
-  $	832
-  $	1,500
-  $	-
-  $	1,951
-  $	162
-  $	8,864
-  $	-
$	-

Page 10
LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT
Long Term Debt Report FY 2024

Series 2016, Capital Improvement Revenue Bonds			

Interest Rate:	
4.50%		
Maturity Date:	5/1/36	$5,630,000.00	
Interest Rate:	4.625%		
Maturity Date:	5/1/47	$8,220,000.00	

Reserve Fund Requirement:	
Maximum Annual Debt Assessments		

Bonds outstanding - 9/30/2023		
$13,850,000.00	
Less:	May 1, 2024 (Mandatory)	$0.00	
Less:	November 1, 2023 (Special Call)	($20,000.00)	
Current Bonds Outstanding		$13,830,000.00	
			
Series 2020, Capital Improvement Revenue Bonds			

Interest Rate:	
3.125%		
Maturity Date:	5/1/25	$615,000.00	
Interest Rate:	3.800%		
Maturity Date:	5/1/30	$1,745,000.00	
Interest Rate:	4.400%		
Maturity Date:	5/1/40	$4,810,000.00	
Interest Rate:	4.600%		
Maturity Date:	5/1/51	$8,525,000.00	

Reserve Fund Requirement:	
Maximum Annual Debt Assessments		

Bonds outstanding - 9/30/2023		
$15,695,000.00	
Less:	May 1, 2024 (Mandatory)	$0.00	
Current Bonds Outstanding		$15,695,000.00	

Page 11

Live Oak Lake
Community Development District

Unaudited Financial Reporting
February 29, 2024

Table of Contents

1

2-3

4

5

6

7

8

9-10

11

12-14
	Balance Sheet

	General Fund

	Impact Fee Fund

	Debt Service Fund Series 2016

	Debt Service Fund Series 2020

	Capital Projects Fund Series 2016

	Capital Projects Fund Series 2020

	Month to Month

	Long Term Debt Report

	Check Run Summary

15		Assessment Receipt Schedule
Live Oak Lake
Community Development District Combined Balance Sheet February 29, 2024

Investments:

Page 1
Live Oak Lake
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

	Adopted	Prorated Budget	Actual		
	Budget	Thru 02/29/24	Thru 02/29/24	Variance	
Revenues:					
Assessments - Tax Collector (Net)	$	318,757	$	309,778	$	309,778	$	-	
Assessments - Off Roll (Unplatted)	$	124,193	$	124,195	$	124,195	$	-	
Developer Deficit Funding	$	258,041	$	107,517	$	-	$	(107,517)	
Interest Income	$	-	$	-	$	328	$	328	
Total Revenues	$	700,990	$	541,489	$	434,300	$	(107,189)	
Expenditures:					
General & Administrative:					
Supervisor Fees	$	9,600	$	4,000	$	600	$	3,400	
FICA Expense	$	734	$	306	$	46	$	260	
Engineering	$	15,000	$	6,250	$	430	$	5,820	
Dissemination	$	5,000	$	2,083	$	2,183	$	(100)	
Assessment Roll	$	5,000	$	5,000	$	5,000	$	-	
Property Appraiser	$	600	$	250	$	-	$	250	
Arbitrage	$	1,150	$	479	$	-	$	479	
Attorney	$	30,000	$	12,500	$	4,587	$	7,914	
Annual Audit	$	5,100	$	3,000	$	3,000	$	-	
Trustee Fees	$	8,100	$	8,100	$	8,081	$	19	
Management Fees	$	38,588	$	16,078	$	16,078	$	(0)	
Postage & Delivery	$	1,450	$	604	$	573	$	32	
Copies	$	250	$	104	$	-	$	104	
Insurance	$	6,426	$	6,426	$	6,076	$	350	
Legal Advertising	$	2,500	$	1,042	$	-	$	1,042	
Other Current Charges	$	350	$	146	$	-	$	146	
Office Supplies	$	100	$	42	$	2	$	40	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Website Hosting/Compliance	$	1,553	$	776	$	776	$	-	
Total General & Administrative	$	131,676	$	67,362	$	47,607	$	19,755	

Page 2
Live Oak Lake
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

	Adopted	Prorated Budget	Actual		
	Budget	Thru 02/29/24	Thru 02/29/24	Variance	
Operations & Maintenance					
Field Expenditures
Field Management	
$	15,750	
$	6,563	
$	6,563	
$	-	
Property Insurance	$	5,000	$	5,000	$	3,879	$	1,121	
Aquatic Control	$	40,584	$	16,910	$	21,211	$	(4,301)	
Mitigation Maintenance	$	7,100	$	2,958	$	1,695	$	1,263	
Midge Management	$	25,000	$	10,417	$	8,132	$	2,285	
Contingency	$	15,000	$	6,250	$	-	$	6,250	
Landscape Maintenance	$	286,000	$	119,167	$	112,929	$	6,238	
Landscaping Replacements	$	50,000	$	20,833	$	-	$	20,833	
Pond Fountain Maintenance	$	15,000	$	6,250	$	1,919	$	4,331	
Irrigation Consultant Services	$	6,000	$	2,500	$	2,500	$	-	
Irrigation Repairs	$	15,000	$	6,250	$	3,456	$	2,794	
General Repairs and Maintenance	$	15,000	$	6,250	$	1,951	$	4,299	
Electricity-Street Lights	$	43,694	$	18,206	$	266	$	17,940	
Water-Irrigation	$	64,182	$	26,742	$	13,653	$	13,089	
Capital Reserve	$	18,250	$	7,604	$	-	$	7,604	
Subtotal Field Expenditures	$	621,560	$	261,900	$	178,154	$	83,746	
					
Total Operations & Maintenance	$	621,560	$	261,900	$	178,154	$	83,746	
					
Total Expenditures	$	753,236	$	329,262	$	225,761	$	103,501	
					
Excess (Deficiency) of Revenues over Expenditures	$	(52,245)		$	208,540		
					
Net Change in Fund Balance	$	(52,245)		$	208,540		
					
Fund Balance - Beginning	$	52,245		$	267,295		
					
Fund Balance - Ending	$	0		$	475,835		

Page 3
Live Oak Lake
Community Development District Impact Fee Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

Adopted	Prorated Budge	Actual		
Budget	Thru 02/29/24	Thru 02/29/24	Variance	

Revenues:			
Impact Fees	$	-	$	-	$	47,320	$	47,320	
Interest	$	-	$	-	$	-	$	-	
Total Revenues	$	-	$	-	$	47,320	$	47,320	
Expenditures:			
Stormwater	$	-	$	-	$	76,928	$	(76,928)	
Total Expenditures	$	-	$	-	$	76,928	$	(76,928)	
			
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(29,608)		
			
Net Change in Fund Balance	$	-	$	(29,608)		
			
Fund Balance - Beginning	$	-	$	81,552		
			
Fund Balance - Ending	$	-	$	51,945		

Page 4
Live Oak Lake
Community Development District Debt Service Fund Series 2016
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

Adopted	Prorated Budge	Actual		
Budget	Thru 02/29/24	Thru 02/29/24	Variance	

Revenues:					
Assessments - Tax Roll	$	954,993	$	927,156	$	927,156	$	-	
Interest	$	5,000	$	2,083	$	23,217	$	21,134	
Total Revenues	$	959,993	$	929,239	$	950,373	$	21,134	
Expenditures:					
Interest - 11/1	$	316,763	$	316,763	$	316,763	$	-	
Special Call - 11/1	$	15,000	$	15,000	$	20,000	$	(5,000)	
Principal - 5/1	$	325,000	$	-	$	-	$	-	
Interest - 5/1	$	316,763	$	-	$	-	$	-	
Total Expenditures	$	973,525	$	331,763	$	336,763	$	(5,000)	
					
Excess (Deficiency) of Revenues over Expenditures	$	(13,532)		$	613,611		
					
Net Change in Fund Balance	$	(13,532)		$	613,611		
					
Fund Balance - Beginning	$	439,975		$ 1,413,862		
					
Fund Balance - Ending	$	426,443		$ 2,027,472		

Page 5
Live Oak Lake
Community Development District Debt Service Fund Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

	Adopted	Prorated Budge	Actual		
	Budget	Thru 02/29/24	Thru 02/29/24	Variance	
Revenues:					
Assessments - Tax Roll	$	32,759	$	31,836	$	31,836	$	-	
Assessments - Direct	$	957,179	$	110,803	$	110,803	$	-	
Interest	$	5,000	$	2,083	$	19,757	$	17,674	
Total Revenues	$	994,938	$	144,722	$	162,396	$	17,674	
Expenditures:					
Interest - 11/1	$	344,659	$	344,659	$	344,659	$	(0)	
Principal - 5/1	$	305,000	$	-	$	-	$	-	
Interest - 5/1	$	344,659	$	-	$	-	$	-	
Total Expenditures	$	994,319	$	344,659	$	344,659	$	(0)	
					
Excess (Deficiency) of Revenues over Expendit	$	619		$	(182,264)		
Other Financing Sources/(Uses):					
Transfer In/(Out)	$	-	$	-	$	2	$	2			
Total Other Financing Sources/(Uses)	$	-	$	-	$	2	$	2			
					
Net Change in Fund Balance	$	619	$  (182,262)				
					
Fund Balance - Beginning	$	392,631	$ 1,390,852				
					
Fund Balance - Ending	$	393,250	$ 1,208,590				

Page 6
Live Oak Lake
Community Development District Capital Projects Fund Series 2016
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

Revenues
Interest

$	-	$

-	$	4	$	4

Expenditures:
Capital Outlay

$	-	$	-	$	-	$	-

Page 7
Live Oak Lake
Community Development District Capital Projects Fund Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending February 29, 2024

Revenues
Interest

$	-	$

-	$	1	$	1

Expenditures:
Capital Outlay

$	-	$	-	$	-	$	-

Page 8
Live Oak Lake
Community Development District Month to Month
FY 2024

	Oct-23	Nov-23	Dec-23	Jan-24	Feb-24	Mar-24	Apr-24	May-24	Jun-24	Jul-24	Aug-24	Sep-24	Total	
Revenues:														
Assessments - Tax Collector (Net)	$	-	$	46,320	$  251,644	$	9,068	$	2,746	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  309,778	
Assessments - Off Roll (Unplatted)	$	29,123	$	-	$	66,804	$	-	$	28,267	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  124,195	
Developer Deficit Funding	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-								
Interest Income	$	39	$	71	$	74	$	74	$	70	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	328								
Total Revenues	$	29,162	$	46,391	$  318,522	$	9,142	$	31,082	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $  434,300								
Expenditures:														
General & Administrative:														
Supervisor Fees	$	-	$	-	$	-	$	-	$	600	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	600								
FICA Expense	$	-	$	-	$	-	$	-	$	46	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	46								
Engineering	$	-	$	-	$	63	$	368	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	430								
Dissemination	$	517	$	417	$	417	$	417	$	417	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	2,183								
Assessment Roll	$	5,000	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	5,000								
Property Appraiser	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-								
Arbitrage	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-								
Attorney	$	870	$	-	$	673	$	1,291	$	1,754	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	4,587								
Annual Audit	$	-	$	-	$	-	$	-	$	3,000	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	3,000								
Trustee Fees	$	4,041	$	4,041	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	8,081								
Management Fees	$	3,216	$	3,216	$	3,216	$	3,216	$	3,216	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	16,078								
Postage & Delivery	$	82	$	58	$	217	$	159	$	56	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	573								
Copies	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-								
Insurance	$	6,076	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	6,076								
Legal Advertising	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-								
Other Current Charges	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-								
Office Supplies	$	0	$	1	$	0	$	0	$	0	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	2								
Dues, Licenses & Subscriptions	$	175	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	175								
Website Hosting/Compliance	$	388	$	-	$	-	$	388	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	776								
Total Administrative	$	20,365	$	7,732	$	4,585	$	5,837	$	9,088	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	47,607								

Page 9
Live Oak Lake
Community Development District Month to Month
FY 2024

Operations & Maintenance
Field Expenditures Field Management Property Insurance Aquatic Control Mitigation Maintenance Midge Management Contingency
Landscape Maintenance Landscaping Replacements Pond Fountain Maintenance Irrigation Consultant Services Irrigation Repairs
General Repairs and Maintenance Electricity-Street Lights
Water-Irrigation Capital Reserve

$	1,313  $
$	3,879  $
$	4,156  $
$	1,695  $
$	2,033  $
$	-  $
$	22,586  $
$	-  $
$	-  $
$	500  $
$	-  $
$	1,951  $
$	54  $
$	3,826  $
$	-  $

1,313  $
-  $
4,264  $
-  $
2,033  $
-  $
22,586  $
-  $
832  $
500  $
-  $
-  $
55  $
3,750  $
-  $

1,313  $
-  $
4,264  $
-  $
2,033  $
-  $
22,586  $
-  $
-  $
500  $
-  $
-  $
53  $
1,288  $
-  $

1,313  $
-  $
4,264  $
-  $
2,033  $
-  $
22,586  $
-  $
-  $
500  $
-  $
-  $
52  $
1,169  $
-  $

1,313  $
-  $
4,264  $
-  $
-  $
-  $
22,586  $
-  $
1,087  $
500  $
3,456  $
-  $
52  $
3,620  $
-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	6,563
-  $	3,879
-  $	21,211
-  $	1,695
-  $	8,132
-  $	-
-  $  112,929
-  $	-
-  $	1,919
-  $	2,500
-  $	3,456
-  $	1,951
-  $	266
-  $	13,653
-  $	-
$	-

Page 10
LIVE OAK LAKE
COMMUNITY DEVELOPMENT DISTRICT
Long Term Debt Report FY 2024

Series 2016, Capital Improvement Revenue Bonds			

Interest Rate:	
4.50%		
Maturity Date:	5/1/36	$5,630,000.00	
Interest Rate:	4.625%		
Maturity Date:	5/1/47	$8,220,000.00	

Excess Revenues:	
Remain In Revenue Fund		
Reserve Fund Definition:	Maximum Annual Debt Assessments		
Reserve Fund Requirement:	$955,025.00		
Reserve Fund Balance:	$955,025.04		
Bonds outstanding - 9/30/2023		$13,850,000.00	
Less:	May 1, 2024 (Mandatory)	$0.00	
Less:	November 1, 2023 (Special Call)	($20,000.00)	
Current Bonds Outstanding		$13,830,000.00	
			
Series 2020, Capital Improvement Revenue Bonds			

Interest Rate:	
3.125%		
Maturity Date:	5/1/25	$615,000.00	
Interest Rate:	3.800%		
Maturity Date:	5/1/30	$1,745,000.00	
Interest Rate:	4.400%		
Maturity Date:	5/1/40	$4,810,000.00	
Interest Rate:	4.600%		
Maturity Date:	5/1/51	$8,525,000.00	

Excess Revenues:	
Remain In Revenue Fund		
Reserve Fund Definition:	Maximum Annual Debt Assessments		
Reserve Fund Requirement:	$989,553.13		
Reserve Fund Balance:	$989,553.13		

Bonds outstanding - 9/30/2023		
$15,695,000.00	
Less:	May 1, 2024 (Mandatory)	$0.00	
Current Bonds Outstanding		$15,695,000.00	

Page 11