Old Hickory Community Development District

Agenda June 17, 2024

Agenda

Old Hickory
Community Development District

219 E. Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526
June 10, 2024

Board of Supervisors Old Hickory Community Development District

Dear Board Members:

The meeting of the Board of Supervisors of the Old Hickory Community Development District will be held Monday, June 17, 2024 at 10:00 a.m., or as shortly thereafter as reasonably possible, at the Oasis Club at ChampionsGate, 1520 Oasis Club Blvd., ChampionsGate, FL 33896. Following is the advance agenda for the regular meeting:

Roll Call
Public Comment Period
Approval of Minutes of the May 20, 2024 Meeting
Review and Acceptance of Fiscal Year 2023 Audit Report
Ranking of Proposals for District Engineering Services and Selection of a District Engineer
Staff Reports
Attorney
Memorandum Regarding Recently Enacted Legislation
Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
District Manager’s Report
Approval of Check Register
Balance Sheet and Income Statement
Form 1 Filing Reminder – Due July 1st
Field Manager’s Report
Other Business
Supervisor’s Requests
Adjournment
The balance of the agenda will be discussed at the meeting. In the meantime, if you should have any questions, please contact me.

Sincerely,
George S. Flint
George S. Flint District Manager
Cc:	Jan Carpenter, District Counsel David Reid, District Engineer

Enclosures

Minutes

MINUTES OF MEETING OLD HICKORY
COMMUNITY DEVELOPMENT DISTRICT

A regular meeting of the Board of Supervisors of the Old Hickory Community Development District was held Monday, May 20, 2024 at 10:00 a.m. at the Oasis Club at ChampionsGate 1520 Oasis Club Blvd. ChampionsGate, FL.
Present and constituting a quorum:

Lane Register by phone	Chairman
Adam Morgan	Vice Chairman
Rob Bonin	Assistant Secretary
Jarred Cornell	Assistant Secretary
Kathryn Farr	Assistant Secretary Also present were:
George Flint	District Manager
Kristen Trucco	District Counsel
Dave Reid by phone	District Engineer
Alan Scheerer	Field Manager

FIRST ORDER OF BUSINESS	Roll Call
Mr. Flint called the meeting to order and called the roll. There were four Board members present in person constituting a quorum.

SECOND ORDER OF BUSINESS	Public Comment Period
Mr. Flint noted that they did not have any members of the public in attendance.

THIRD ORDER OF BUSINESS	Approval of Minutes of the April 15, 2024
Meeting
Mr. Flint presented the April 15, 2024 meeting minutes and asked for any comments or corrections from the Board. The Board had no changes to the minutes.

On MOTION by Mr. Morgan, seconded by Mr. Bonin, with all in favor, the Minutes of the April 15, 2024 Meeting, were approved, as presented.

FOURTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-01
Approving the Proposed Fiscal Year 2025 Budget and Setting a Public Hearing
Mr. Flint presented the proposed Fiscal Year 2025 budget to the Board and recommended that the public hearing to adopt the budget be held at the regularly scheduled meeting on August 19, 2024. Mr. Scheerer noted that there was a small increase in landscaping and aquatic maintenance. Mr. Flint noted that there would be no change to the per unit assessment. The Board had no changes to the proposed budget.

On MOTION by Mr. Morgan, seconded by Mr. Bonin, with all in favor, Resolution 2024-01 Approving the Proposed Fiscal Year 2025 Budget and Setting a Public Hearing in August, was approved.

FIFTH ORDER OF BUSINESS	Staff Reports
Attorney
Ms. Trucco noted that they are working on recording the Phase 4 tract conveyance deed.

Engineer
Discussion of Pending Platt Conveyances
Status of Permit Transfers
Mr. Reid had nothing further to report to the Board.

District Manager’s Report
Approval of Check Register
Mr. Flint presented the check register to the Board which totals $22,669.65. There being no questions from the Board there was a motion of approval.

On MOTION by Mr. Morgan, seconded by Mr. Bonin, with all in favor, the Check Register, was approved.

Balance Sheet and Income Statement
Mr. Flint presented the unaudited financials through the end of April. He asked for any questions on the financials. Hearing no questions, the next item followed.
Presentation of Number of Registered Voters – 686
Mr. Flint noted that there were 686 registered voters in the District as of April 15th.

Designation of November 18, 2024 as the Landowners’ Meeting
Mr. Flint suggested that they hold their landowners’ meeting on November 18, 2024.

On MOTION by Mr. Morgan, seconded by Mr. Bonin, with all in favor, Designating November 18, 2024 as the Landowners’ Meeting Date, was approved.

Field Manager’s Report
Mr. Scheerer noted that they are gearing up for school to be out and keeping an eye out on the dog park and playground. Residents have suggested dawn to dusk signs for that area which Mr. Scheerer ordered and were a minimal cost to the District.
SIXTH ORDER OF BUSINESS	Other Business
There being no comments, the next item followed.

SEVENTH ORDER OF BUSINESS	Supervisor’s Requests
There being no comments, the next item followed.

EIGHTH ORDER OF BUSINESS	Adjournment

On MOTION by Mr. Morgan, seconded by Mr. Cornell, with all in favor, the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

Section IV

OLD HICKORY COMMUNITY DEVELOPMENT DISTRICT
CITY OF ST. CLOUD, FLORIDA FINANCIAL REPORT
FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023

OLD HICKORY COMMUNITY DEVELOPMENT DISTRICT CITY OF ST. CLOUD, FLORIDA

TABLE OF CONTENTS

	Page	
INDEPENDENT AUDITOR’S REPORT	1-2	
MANAGEMENT’S DISCUSSION AND ANALYSIS	3-6	
BASIC FINANCIAL STATEMENTS		
Government-Wide Financial Statements:		
Statement of Net Position	7	
Statement of Activities	8	
Fund Financial Statements:		
Balance Sheet – Governmental Funds	9	
Reconciliation of the Balance Sheet – Governmental Funds
to the Statement of Net Position	
10	
Statement of Revenues, Expenditures and Changes in Fund Balances –
Governmental Funds	
11	
Reconciliation of the Statement of Revenues, Expenditures and Changes in
Fund Balances of Governmental Funds to the Statement of Activities	
12	
Notes to Financial Statements	13-21	
REQUIRED SUPPLEMENTARY INFORMATION		
Schedule of Revenues, Expenditures and Changes in Fund Balance –
Budget and Actual – General Fund	
22	
Notes to Required Supplementary Information	23	
OTHER INFORMATION		
Data Elements required by FL Statute 218.39 (3) (c)	24	
INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS	

25-26	
INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE WITH THE REQUIREMENTS OF SECTION 218.415, FLORIDA STATUTES, REQUIRED BY RULE 10.556(10)
OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA	

27	
MANAGEMENT LETTER REQUIRED BY CHAPTER 10.550 OF THE RULES OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA	
28-29	

INDEPENDENT AUDITOR’S REPORT
To the Board of Supervisors
Old Hickory Community Development District City of St. Cloud, Florida

951 Yamato Road ▪ Suite 280 Boca Raton, Florida 33431
(561) 994-9299 ▪ (800) 299-4728
Fax (561) 994-5823
www.graucpa.com

Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities and each major fund of Old Hickory Community Development District, City of St. Cloud, Florida (“District”) as of and for the fiscal year ended September 30, 2023, and the related notes to the financial statements, which collectively comprise the District’s basic financial statements as listed in the table of contents.
In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities and each major fund of the District as of September 30, 2023, and the respective changes in financial position thereof for the fiscal year ended then ended in accordance with accounting principles generally accepted in the United States of America.
Basis for Opinions
We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the District and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.
Responsibilities of Management for the Financial Statements
The District’s management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America; and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the District’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter.
Auditor’s Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

In performing an audit in accordance with GAAS, we:
Exercise professional judgment and maintain professional skepticism throughout the audit.
Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the District’s internal control. Accordingly, no such opinion is expressed.
Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.
Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the District’s ability to continue as a going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control–related matters that we identified during the audit.
Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and budgetary comparison information be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
Other Information Included in the Financial Report
Management is responsible for the other information included in the financial report. The other information comprises the information for compliance with FL Statute 218.39 (3) (c) but does not include the financial statements and our auditor's report thereon. Our opinions on the financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report.
Other Reporting Required by Government Auditing Standards
In accordance with Government Auditing Standards, we have also issued our report dated June 10, 2024, on our consideration of the District’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the District’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the District’s internal control over financial reporting and compliance.

June 10, 2024

MANAGEMENT’S DISCUSSION AND ANALYSIS

Our discussion and analysis of Old Hickory Community Development District, City of St. Cloud, Florida (“District”) provides a narrative overview of the District’s financial activities for the fiscal year ended September 30, 2023. Please read it in conjunction with the District’s Independent Auditor’s Report, basic financial statements, accompanying notes and supplementary information to the basic financial statements.

FINANCIAL HIGHLIGHTS

The assets of the District exceeded its liabilities at the close of the most recent fiscal year resulting in a net position balance of $3,180,759.

The change in the District’s total net position for the fiscal year ended September 30, 2023 was
$54,488, an increase. The key components of the District’s net position and change in net position are reflected in the table in the government-wide financial analysis section.

At September 30, 2023, the District’s governmental funds reported combined ending fund balance of $534,478, and increase of $101,793. The fund balance is non spendable for prepaids, restricted for debt service and the remainder is unassigned fund balance.
OVERVIEW OF FINANCIAL STATEMENTS

This discussion and analysis are intended to serve as the introduction to the District’s financial statements. The District’s basic financial statements are comprised of three components: 1) government- wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves.

Government-Wide Financial Statements

The government-wide financial statements are designed to provide readers with a broad overview of the District’s finances, in a manner similar to a private-sector business.
The statement of net position presents information on all the District’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources with the residual amount being reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the District is improving or deteriorating.

The statement of activities presents information showing how the government’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods.

The government-wide financial statements include all governmental activities that are principally supported by assessments. The District does not have any business-type activities. The governmental activities of the District include the general government (management) and maintenance functions.
Fund Financial Statements

A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The District, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. The District has one fund category: governmental funds.

Governmental Funds
Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a District’s near-term financing requirements.

Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the District’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balance provide a reconciliation to facilitate this comparison between governmental funds and governmental activities.

The District maintains two individual governmental fund. Information is presented separately in the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances for the general fund and debt service fund, both of which are considered major funds.

The District adopts an annual appropriated budget for its general fund. A budgetary comparison schedule has been provided for the general fund to demonstrate compliance with the budget.

Notes to the Financial Statements
The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements.

GOVERNMENT-WIDE FINANCIAL ANALYSIS
As noted earlier, net position may serve over time as a useful indicator of an entity’s financial position. In the case of the District, assets exceeded liabilities at the close of the most recent fiscal year.
Key components of the District’s net position are reflected in the following table:
NET POSITION SEPTEMBER 30, 2020
	2023	2022	
Current and other assets	$	540,664	$	477,662	
Capital assets, net of depreciation	9,649,595	9,866,594	
Total assets	10,190,259	10,344,256	
Current liabilities	71,250	110,988	
Long-term liabilities	6,938,250	7,106,997	
Total liabilities	7,009,500	7,217,985	
Net position
Net investment in capital assets	
2,711,345	
2,759,597	
Restricted	261,621	241,210	
Unrestricted	207,793	125,464	
Total net position	$	3,180,759	$	3,126,271	
The District’s net position reflects its investment in capital assets (e.g. land, land improvements, and infrastructure) less any related debt used to acquire those assets that is still outstanding. These assets are used to provide services to residents; consequently, these assets are not available for future spending. Although the District’s investment in capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities.

The restricted portion of the District’s net position represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net position may be used to meet the District’s other obligations.
The District’s net position increased during the most recent fiscal year. The majority of the increase represents the extent to which program revenues exceeded the cost of operations and depreciation expense.

Key elements of the change in net position are reflected in the following table:
CHANGES IN NET POSITION
FOR THE FISCAL YEAR ENDED SEPTEMBER 30
	2023	2022	
Revenues: Program revenues
Charges for services	

$	791,925	

$	765,709	
Operating grants and contributions	16,491	7,479	
Capital grants and contributions	-	9,580,279	
Total revenues	808,416	10,353,467	
Expenses:
General government	
85,614	
75,652	
Maintenance and operations	407,839	382,886	
Conveyance of infrastructure	-	7,248,167	
Interest	260,475	244,868	
Total expenses	753,928	7,951,573	
Change in net position	54,488	2,401,894	
Net position - beginning	3,126,271	724,377	
Net position - ending	$	3,180,759	$	3,126,271	
As noted above and in the statement of activities, the cost of all governmental activities during the fiscal year ended September 30, 2023, was $753,928. The costs of the District’s activities were funded by program revenues. Program revenues are comprised primarily of assessments. The remainder of the current fiscal year revenue is interest revenue. The majority of the decrease in program revenues is due to the receipt of non-cash contributions from the Developer in the form of infrastructure conveyed to the District in the prior fiscal year, which did not occur in the current fiscal year. The decrease in current fiscal year expenses is primarily the result of decrease in costs due to conveyed infrastructure in the prior year.
GENERAL BUDGETING HIGHLIGHTS

An operating budget was adopted and maintained by the governing board for the District pursuant to the requirements of Florida Statutes. The budget is adopted using the same basis of accounting that is used in preparation of the fund financial statements. The legal level of budgetary control, the level at which expenditures may not exceed budget, is in the aggregate. Any budget amendments that increase the aggregate budgeted appropriations must be approved by the Board of Supervisors. Actual general fund expenditures did not exceed appropriations for the fiscal year ended September 30, 2023.

Capital Assets
At September 30, 2023, the District had $10,083,593 invested in capital assets for its governmental activities. In the government-wide financial statements depreciation of $433,998 has been taken, which resulted in a net book value of $9,649,595. More detailed information about the District’s capital assets is presented in the notes of the financial statements.

Capital Debt
At September 30, 2023, the District had $5,860,000 Bonds outstanding and $964,216 in lease payable. for its governmental activities. More detailed information about the District’s capital debt is presented in the notes of the financial statements.
ECONOMIC FACTORS AND NEXT YEAR’S BUDGETS AND OTHER EVENTS

The District anticipates that the general operations of the District will continue to increase. CONTACTING THE DISTRICT’S FINANCIAL MANAGEMENT
This financial report is designed to provide our citizens, landowners, customers, investors and creditors with a general overview of the District’s finances and to demonstrate the District’s accountability for the financial resources it manages and the stewardship of the facilities it maintains. If you have questions about this report or need additional financial information, contact the Old Hickory Community Development District’s Finance Department at 219 E. Livingston Street, Orlando, Florida, 32801.

OLD HICKORY COMMUNITY DEVELOPMENT DISTRICT CITY OF ST. CLOUD, FLORIDA STATEMENT OF NET POSITION
SEPTEMBER 30, 2023

	Governmental
	Activities		
ASSETS
Cash and cash equivalents	
$	202,403	
Assessments receivable	6,386	
Prepaid items	8,087	
Restricted assets:
Investments	
323,788	
Capital assets:
Depreciable, net	
	9,649,595 	
Total assets		10,190,259 	
LIABILITIES
Accounts payable	
6,186	
Accrued interest payable	65,064	
Non-current liabilities:
Due within one year	
165,930	
Due in more than one year		6,772,320 	
Total liabilities		7,009,500 	
NET POSITION
Net investment in capital assets	
2,711,345	
Restricted for debt service	261,621	
Unrestricted		207,793 	
Total net position	 $	3,180,759 	

See notes to the financial statements

OLD HICKORY COMMUNITY DEVELOPMENT DISTRICT CITY OF ST. CLOUD, FLORIDA STATEMENT OF ACTIVITIES
FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023

Net (Expense) Revenue and Changes in Net
	Program Revenues	Position   

Charges for

Operating Grants and

Governmental

Functions/Programs		Expenses	Services	Contributions	Activities	 Primary government:
Governmental activities:
General government	$	85,614	$	85,614	$	-	$	-	
Maintenance and operations	407,839	347,013	-	(60,826)	
Interest on long-term debt		260,475	359,298	16,491	115,314 
Total governmental activities		753,928	791,925	16,491	54,488 

Change in net position	54,488	
Net position - beginning		3,126,271 	
Net position - ending	 $	3,180,759 	

See notes to the financial statements

8

BALANCE SHEET GOVERNMENTAL FUNDS SEPTEMBER 30, 2023

ASSETS

	Major Funds	
Debt
General	Service

Total Governmental Funds

Cash and cash equivalents	$	202,403	$	-	$	202,403	
Investments	-	323,788	323,788	
Assessments receivable	3,489	2,897	6,386	
Prepaid items	8,087	-	8,087	
Total assets	 $	213,979	$	326,685	$	540,664 

LIABILITIES AND FUND BALANCES
Liabilities:
Accounts payable	$	6,186	$	-	$	6,186	
Total liabilities	6,186	-	6,186	

Fund balances:
Nonspendable:
Prepaid items	8,087	-	8,087	
Restricted for:
Debt service	
-	
326,685	
326,685	
Unassigned	199,706	-	199,706	
Total fund balances	207,793	326,685	534,478	

Total liabilities and fund balances	
$	213,979	
$	326,685	
$	540,664	

See notes to the financial statement

RECONCILIATION OF THE BALANCE SHEET - GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION
SEPTEMBER 30, 2023

Fund balance - governmental funds	$ 534,478 Amounts reported for governmental activities in the statement of
net position are different because:
Capital assets used in governmental activities are not financial resources and, therefore, are not reported as assets in the governmental funds. The statement of net position includes those capital assets, net of any accumulated depreciation, in the net position of the government as a whole.
Cost of capital assets	10,083,593
Accumulated depreciation	   (433,998)    9,649,595
Liabilities not due and payable from current available resources are not reported as liabilities in the governmental fund statements. All liabilities, both current and long-term, are reported in the government-wide financial statements.
Accrued interest payable	(65,064)
Bonds and lease payable		(6,938,250)		(7,003,314)  Net position of governmental activities			$		3,180,759

See notes to the financial statement

STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS
FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023

	Major Funds		Total

REVENUES

Debt
General	Service

Governmental Funds

Special assessments

$	432,627	$

359,298	$

791,925

Interest earnings	-	16,491	16,491

Total revenues	432,627	375,789	808,416

EXPENDITURES
Current:
General government	85,614	-	85,614	
Maintenance and operations	190,840	-	190,840	
Debt service:
Principal	
34,523	
130,000	
164,523	
Interest	39,321	226,325	265,646	
Total expenditures	350,298	356,325	706,623	

Excess (deficiency) of revenues over (under) expenditures	

82,329	

19,464	

101,793	
Fund balances - beginning	125,464	307,221	432,685	

Fund balances - ending	
$	207,793	
$	326,685	
$	534,478	

See notes to the financial statements

RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES
FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023

Net change in fund balances - total governmental funds	$	101,793	
Amounts reported for governmental activities in the statement of activities are different because:		
Repayment of long-term liabilities are reported as expenditures in the governmental fund statements, but such repayments reduce liabilities in the statement of net position and are eliminated in the statement of activities.	

164,523	
Amortization of Bond premiums is not recognized in the governmental fund financial statements, but is reported as an expense in the statement of activities.	

4,224	
Depreciation on capital assets is not recognized in the governmental fund financial statements, however, these amounts are recognized as expenses in the government-wide statement of activities.	

(216,999)	
The change in accrued interest on long-term liabilities between the current and prior fiscal year is recorded in the statement of activities but not in the governmental fund financial statements.	

	947 	
Change in net position of governmental activities	$	54,488	

See notes to the financial statements

CITY OF ST. CLOUD, FLORIDA
NOTES TO FINANCIAL STATEMENTS

NOTE 1 - NATURE OF ORGANIZATION AND REPORTING ENTITY

Old Hickory Community Development District (the "District") was established by the City Council of City of St. Cloud’s approval of Ordinance No. 2020-09 effective on May 14, 2020, pursuant to the Uniform Community Development District Act of 1980, otherwise known as Chapter 190, Florida Statutes. The Act provides among other things, the power to manage basic services for community development, power to borrow money and issue bonds, and to levy and assess non-ad valorem assessments for the financing and delivery of capital infrastructure.

The District was established for the purposes of financing and managing the acquisition, construction, maintenance and operation of a portion of the infrastructure necessary for community development within the District.

The District is governed by the Board of Supervisors ("Board"), which is composed of five members. The Supervisors are elected on an at large basis by the owners of the property within the District. The Board exercises all powers granted to the District pursuant to Chapter 190, Florida Statutes. As of September 30, 2023, all of the Board members are affiliated with Lennar Homes (“Developer”).

The Board has the responsibility for:
Allocating and levying assessments.
Approving budgets.
Exercising control over facilities and properties.
Controlling the use of funds generated by the District.
Approving the hiring and firing of key personnel.
Financing improvements.

The financial statements were prepared in accordance with Governmental Accounting Standards Board (“GASB”) Statements. Under the provisions of those standards, the financial reporting entity consists of the primary government, organizations for which the District is considered to be financially accountable and other organizations for which the nature and significance of their relationship with the District are such that, if excluded, the financial statements of the District would be considered incomplete or misleading. There are no entities considered to be component units of the District; therefore, the financial statements include only the operations of the District.

NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

Government-Wide and Fund Financial Statements
The basic financial statements include both government-wide and fund financial statements.
The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the non-fiduciary activities of the primary government. For the most part, the effect of interfund activity has been removed from these statements.
The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include: 1) charges to customers who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment; operating- type special assessments for maintenance and debt service are treated as charges for services and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Other items not included among program revenues are reported instead as general revenues.

Measurement Focus, Basis of Accounting and Financial Statement Presentation
The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Assessments are recognized as revenues in the year for which they are levied. Grants and similar items are to be recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.

Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures including lease liabilities are recorded only when payment is due.
Assessments
Assessments are non-ad valorem assessments on benefited property within the District. Operating and maintenance assessments are based upon the adopted budget and levied annually at a public hearing of the District. Debt service assessments are levied when Bonds are issued and assessed and collected on an annual basis. The District may collect assessments directly or utilize the uniform method of collection under Florida Statutes. Direct collected assessments are due as determined by annual assessment resolution adopted by the Board of Supervisors. Assessments collected under the uniform method are mailed by the County Tax Collector on November 1 and due on or before March 31 of each year. Property owners may prepay a portion or all of the debt service assessments on their property subject to various provisions in the Bond documents.

Assessments and interest associated with the current fiscal period are considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. The portion of assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period.

The District reports the following major governmental fund:

General Fund
The general fund is the general operating fund of the District. It is used to account for all financial resources except those required to be accounted for in another fund.
Debt Service Fund
The debt service fund is used to account for the accumulation of resources for the annual payment of principal and interest on long-term debt.

As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements.

When both restricted and unrestricted resources are available for use, it is the government’s policy to use restricted resources first for qualifying expenditures, then unrestricted resources as they are needed.

Assets, Liabilities and Net Position or Equity
Restricted Assets
These assets represent cash and investments set aside pursuant to Bond covenants or other contractual restrictions.

Deposits and Investments
The District’s cash and cash equivalents are considered to be cash on hand and demand deposits (interest and non-interest bearing).
The District has elected to proceed under the Alternative Investment Guidelines as set forth in Section
218.415 (17) Florida Statutes. The District may invest any surplus public funds in the following:
The Local Government Surplus Trust Funds, or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act;
Securities and Exchange Commission registered money market funds with the highest credit quality rating from a nationally recognized rating agency;
Interest bearing time deposits or savings accounts in qualified public depositories;
Direct obligations of the U.S. Treasury.
Securities listed in paragraph c and d shall be invested to provide sufficient liquidity to pay obligations as they come due.

The District records all interest revenue related to investment activities in the respective funds. Investments are measured at amortized cost or reported at fair value as required by generally accepted accounting principles.
Prepaid Items
Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements.
Capital Assets
Capital assets which include property, plant and equipment, and infrastructure assets (e.g., roads, sidewalks and similar items) are reported in the government activities columns in the government-wide financial statements. Capital assets are defined by the government as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated historical cost (except for intangible right-to-use lease assets, the measurement of which is discussed below) if purchased or constructed. Donated capital assets are recorded at acquisition value at the date of donation.

The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed.

Property, plant and equipment including the right to use leased equipment of the District are depreciated/amortized using the straight-line method over the following estimated useful lives:

Assets	Years	
Stormwater system	30	
Landscape & Hardscape	20	
Right-to-use leased equipment	20	

In the governmental fund financial statements, amounts incurred for the acquisition of capital assets are reported as fund expenditures. Depreciation expense is not reported in the governmental fund financial statements.

Leases
The District is a lessee for a noncancellable lease of equipment. The District recognizes a lease liability and an intangible right-to-use lease asset (lease asset) in the government-wide financial statements. The District recognizes lease liabilities with an initial, individual value of $5,000 or more.

At the commencement of a lease, the District initially measures the lease liability at the present value of payments expected to be made during the lease term. Subsequently, the lease liability is reduced by the principal portion of lease payments made. The lease asset is initially measured as the initial amount of the lease liability, adjusted for lease payments made at or before the lease commencement date, plus certain initial direct costs. Subsequently, the lease asset is amortized on a straight-line basis over its useful life.
Key estimates and judgments related to leases include how the District determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments. The District uses the interest rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the District generally uses its estimated incremental borrowing rate as the discount rate for leases.

The lease term includes the noncancellable period of the lease. Lease payments included in the measurement of the lease liability are composed of fixed payments and purchase option price that the District is reasonably certain to exercise.

The District monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Lease assets are reported with other capital assets and lease liabilities are reported with long term debt on the statement of net position.
Unearned Revenue
Governmental funds report unearned revenue in connection with resources that have been received, but not yet earned.

Long-Term Obligations
In the government-wide financial statements long-term debt and other long-term obligations are reported as liabilities in the statement of net position. Bond premiums and discounts are deferred and amortized over the life of the Bonds. Bonds payable are reported net of applicable premiums or discounts. Bond issuance costs are expensed when incurred.

In the fund financial statements, governmental fund types recognize premiums and discounts, as well as issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures.
Deferred Outflows/Inflows of Resources
In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then.

In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time.

Fund Equity/Net Position
In the fund financial statements, governmental funds report non spendable and restricted fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for a specific purpose. Assignments of fund balance represent tentative management plans that are subject to change.

The District can establish limitations on the use of fund balance as follows:

Committed fund balance – Amounts that can be used only for the specific purposes determined by a formal action (resolution) of the Board of Supervisors. Commitments may be changed or lifted only by the Board of Supervisors taking the same formal action (resolution) that imposed the constraint originally. Resources accumulated pursuant to stabilization arrangements sometimes are reported in this category.

Assigned fund balance – Includes spendable fund balance amounts established by the Board of Supervisors that are intended to be used for specific purposes that are neither considered restricted nor committed. The Board may also assign fund balance as it does when appropriating fund balance to cover differences in estimated revenue and appropriations in the subsequent year’s appropriated budget. Assignments are generally temporary and normally the same formal action need not be taken to remove the assignment.

Fund Equity/Net Position (Continued)
The District first uses committed fund balance, followed by assigned fund balance and then unassigned fund balance when expenditures are incurred for purposes for which amounts in any of the unrestricted fund balance classifications could be used.

Net position is the difference between assets and deferred outflows of resources less liabilities and deferred inflows of resources. Net position in the government-wide financial statements are categorized as net investment in capital assets, restricted or unrestricted. Net investment in capital assets represents net position related to infrastructure and property, plant and equipment. Restricted net position represents the assets restricted by the District’s Bond covenants or other contractual restrictions. Unrestricted net position consists of the net position not meeting the definition of either of the other two components.
Other Disclosures

Use of Estimates
The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenditures during the reporting period. Actual results could differ from those estimates.

The District is required to establish a budgetary system and an approved Annual Budget. Annual Budgets are adopted on a basis consistent with generally accepted accounting principles for the general fund. All annual appropriations lapse at fiscal year-end.

The District follows these procedures in establishing the budgetary data reflected in the financial statements.
Each year the District Manager submits to the District Board a proposed operating budget for the fiscal year commencing the following October 1.
Public hearings are conducted to obtain comments.
Prior to October 1, the budget is legally adopted by the District Board.
All budget changes must be approved by the District Board.
The budgets are adopted on a basis consistent with generally accepted accounting principles.
Unused appropriations for annually budgeted funds lapse at the end of the year.
NOTE 4 – DEPOSITS AND INVESTMENTS

Deposits
The District’s cash balances were entirely covered by federal depository insurance or by a collateral pool pledged to the State Treasurer. Florida Statutes Chapter 280, "Florida Security for Public Deposits Act", requires all qualified depositories to deposit with the Treasurer or another banking institution eligible collateral equal to various percentages of the average daily balance for each month of all public deposits in excess of any applicable deposit insurance held. The percentage of eligible collateral (generally, U.S. Governmental and agency securities, state or local government debt, or corporate bonds) to public deposits is dependent upon the depository's financial history and its compliance with Chapter 280. In the event of a failure of a qualified public depository, the remaining public depositories would be responsible for covering any resulting losses.
Investments
The District’s investments were held as follows at September 30, 2023:

 Amortized Cost	Credit Risk	Maturities	
Weighted average of the fund

First American Treasury Obligation Fd Cl D

 $	323,788 
 $	323,788 

S&P AAAm

portfolio: 24 days

Credit risk – For investments, credit risk is generally the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. This is measured by the assignment of a rating by a nationally recognized statistical rating organization. Investment ratings by investment type are included in the preceding summary of investments.

Concentration risk – The District places no limit on the amount the District may invest in any one issuer.
Interest rate risk – The District does not have a formal policy that limits investment maturities as a means of managing exposure to fair value losses arising from increasing interest rates.

However, the Bond Indenture limits the type of investments held using unspent proceeds.
Fair Value Measurement – When applicable, the District measures and records its investments using fair value measurement guidelines established in accordance with GASB Statements. The framework for measuring fair value provides a fair value hierarchy that prioritizes the inputs to valuation techniques.

Investments (Continued)
These guidelines recognize a three-tiered fair value hierarchy, in order of highest priority, as follows:
Level 1:	Investments whose values are based on unadjusted quoted prices for identical investments in active markets that the District has the ability to access;
Level 2: Investments whose inputs - other than quoted market prices - are observable either directly or indirectly; and,
Level 3: Investments whose inputs are unobservable.
The fair value measurement level within the fair value hierarchy is based on the lowest level of any input that is significant to the entire fair value measurement. Valuation techniques used should maximize the use of observable inputs and minimize the use of unobservable inputs.
Money market investments that have a maturity at the time of purchase of one year or less and are held by governments other than external investment pools should be measured at amortized cost. Accordingly, the District’s investments have been reported at amortized cost above.

NOTE 5 – CAPITAL ASSETS
Capital asset activity for the fiscal year ended September 30, 2023 was as follows:

Governmental activities
Capital assets, being depreciated

Beginning Balance

Additions	Reductions

Ending Balance

Stormwater system	$	8,567,790	$	-	$	-	$	8,567,790	
Landscape and Hardscape	500,313	-	-	500,313	
Right-to-use leased equipment	1,015,490	-	-	1,015,490	
Total capital assets, being depreciated	10,083,593	-	-	10,083,593	

Less accumulated depreciation for:			
Stormwater system	166,596	166,596	-	333,192	
Landscape and Hardscape	25,016	25,016	-	50,032	
Right-to-use leased equipment	25,387	25,387	-	50,774	
Total accumulated depreciation	216,999	216,999	-	433,998	

Total capital assets being depreciated	
9,866,594	
(216,999)	
-	
9,649,595	

Governmental activities capital assets, net	
$	9,866,594	
$	(216,999)	
-	$	
9,649,595	
Depreciation was charged to maintenance and operations.

Series 2020
During October 2020, the District issued $6,245,000 of Special Assessment Bonds, Series 2020 consisting of Term Bonds due ranging from June 15, 2021, to June 15, 2050 and fixed interest rates ranging from 2.5% to 4.0%. The Bonds were issued to finance the acquisition and construction of certain improvements for the benefit of the District. Interest is to be paid semiannually on each June 15 and December 15, commencing December 15, 2020, and the principal on the bonds is to be paid serially commencing June 15,2021 through June 15, 2050.
The Series 2020 Bonds are subject to optional redemption, mandatory sinking fund and extraordinary mandatory redemption at the times, in the amounts, and at the redemption prices more fully described in the Redemption Provisions as outlined in the Bond Indenture.

The Bond Indenture established a debt service reserve requirement as well as other restrictions and requirements relating principally to the use of proceeds to pay for the infrastructure improvements and the procedures to be followed by the District on assessments to property owners. The District agrees to levy special assessments in annual amounts adequate to provide payment of debt service and to meet the reserve requirements. The District was in compliance with the requirements at September 30, 2023.
Long-term Debt Activity
Changes in long-term liability activity for the fiscal year ended September 30, 2023, were as follows:

	Beginning
Balance	
Additions	
Reductions	Ending
Balance	Due Within
One Year	
Governmental activities
Series 2020	
$	5,990,000	
$	-	$	
130,000	
$	5,860,000	
$	130,000	
Plus: original issue premium	118,258	-	4,224	114,034	-	
Leases payable	998,739	-	34,523	964,216	35,930	
Total	$	7,106,997	$	-	$	168,747	$	6,938,250	$	165,930	
At September 30, 2023, the scheduled debt service requirements on the long-term debt were as follows:

Year ending

	Governmental Activities	

NOTE 7 - LEASES

  September 30:	Principal	Interest	Total	

2024	$	130,000	$	223,075	$	353,075	
2025	135,000	219,825	354,825	
2026	140,000	216,450	356,450	
2027	145,000	212,250	357,250	
2028	145,000	207,900	352,900	
2029-2033	810,000	966,200	1,776,200	
2034-2038	995,000	794,400	1,789,400	
2039-2043	1,210,000	622,300	1,832,300	
2044-2048	1,480,000	274,700	1,754,700	
2049-2050		670,000	41,000	711,000 	
	 $	5,860,000	$	3,778,100	$	9,638,100 	

In fiscal year 2022, the District entered into certain leases as a lessee for the use of streetlights that will terminate on March 31, 2042. As of September 30, 2023, the value of the lease liability was $964,216. The District is required to make total monthly fixed payments of $6,154. The value of the right-to-use asset as of September 30, 2023, was $1,015,490 with an accumulated amortization of $50,774. At the end of the lease term, the District may elect to execute a new agreement based on current estimated replacement cost. The Lessor will retain ownership of the streetlights.

Minimum lease payments for years ending after September 30, 2023, are as follows:

Year ending
  September 30:	Principal	Interest	Total payments 
2024	$	35,930	$	37,915	$	73,845	
2025	37,393	36,451	73,844	
2026	38,917	34,927	73,844	
2027	40,502	33,342	73,844	
2028	42,152	31,692	73,844	
2029-2033	237,964	131,256	369,220	
2034-2038	290,554	78,666	369,220	
2039-2042		240,804	17,650	258,454 	
	 $	964,216	$	401,899	$	1,366,115 	

NOTE 8 - DEVELOPER TRANSACTIONS
The Developer owns a portion of land within the District; therefore, assessment revenues in the general and debt service funds include the assessments levied on those lots owned by the Developer.

NOTE 9 - CONCENTRATION
The District’s activity is dependent upon the continued involvement of the Developer and major landowners, the loss of which could have a material adverse effect on the District’s operations.

NOTE 10 - MANAGEMENT COMPANY

The District has contracted with a management company to perform services which include financial and accounting advisory services. Certain employees of the management company also serve as officers of the District. Under the agreement, the District compensates the management company for management, accounting, financial reporting, computer and other administrative costs.

NOTE 11 - RISK MANAGEMENT
The District is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; and natural disasters. The District has obtained commercial insurance from independent third parties to mitigate the costs of these risks; coverage may not extend to all situations. There were no settled claims since inception of the District.

SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL – GENERAL FUND FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023

	
Budgeted
	Amounts	 Original & Final	

Actual Amounts	Variance with Final Budget - Positive
(Negative)	

REVENUES
Assessments	

$	427,829	

$	432,627	

$	4,798	
Total revenues	427,829	432,627	4,798	

EXPENDITURES
Current:
General government	

119,243	

85,614	

33,629	
Maintenance and operations	308,586	190,840	117,746	
Debt service:
Principal	
-	
34,523	
(34,523)	
Interest	-	39,321	(39,321)	
Total expenditures	427,829	350,298	77,531	

Net change in fund balances	

 $	-		

82,329	

 $	82,329 	
Fund balance - beginning			125,464 		
Fund balance - ending		 $	207,793 		

See notes to required supplementary information

NOTES TO REQUIRED SUPPLEMENTARY INFORMATION

The District is required to establish a budgetary system and an approved Annual Budget for the general fund. The District’s budgeting process is based on estimates of cash receipts and cash expenditures which are approved by the Board. The budget approximates a basis consistent with accounting principles generally accepted in the United States of America (generally accepted accounting principles).

The legal level of budgetary control, the level at which expenditures may not exceed budget, is in the aggregate. Any budget amendments that increase the aggregate budgeted appropriations must be approved by the Board of Supervisors. Actual general fund expenditures did not exceed appropriations for the fiscal year ended September 30, 2023.

OTHER INFORMATION – DATA ELEMENTS REQUIRED BY FL STATUTE 218.39(3)(C)
FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023 UNAUDITED

Element	Comments
Number of District employees compensated in the last pay period of the District’s fiscal year being reported.	3	
Number of independent contractors compensated to whom nonemployee compensation was paid in the last month of the District’s fiscal year being reported.	
6	
Employee compensation	$4,432.80	
Independent contractor compensation	$281,976.10	
Construction projects to begin on or after October 1; ($65K)	$0	

Budget variance report	See the Schedule of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual - General Fund	
Non ad valorem special assessments;		
Special assessment rate	Operations and maintenance - $1009.17
Debt service - $839.98	
Special assessments collected	$791,925	
Outstanding Bonds:	see Note 6 for details	

951 Yamato Road ▪ Suite 280 Boca Raton, Florida 33431
(561) 994-9299 ▪ (800) 299-4728
Fax (561) 994-5823
www.graucpa.com

INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Board of Supervisors
Old Hickory Community Development District City of St. Cloud, Florida
We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities and each major fund of Old Hickory Community Development District, City of St. Cloud, Florida (“District”) as of and for the fiscal year ended September 30, 2023, and the related notes to the financial statements, which collectively comprise the District’s basic financial statements, and have issued our opinion thereon dated June 10, 2024.
Report on Internal Control Over Financial Reporting
In planning and performing our audit of the financial statements, we considered the District’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the District’s internal control. Accordingly, we do not express an opinion on the effectiveness of the District’s internal control.
A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.
Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified.
Report on Compliance and Other Matters
As part of obtaining reasonable assurance about whether the District’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.

Purpose of this Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose.

June 10, 2024

INDEPENDENT AUDITOR’S REPORT ON COMPLIANCE WITH THE REQUIREMENTS OF SECTION 218.415, FLORIDA STATUTES, REQUIRED BY RULE 10.556(10) OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA
To the Board of Supervisors
Old Hickory Community Development District City of St. Cloud, Florida
We have examined Old Hickory Community Development District, City of St. Cloud, Florida’s (“District”) compliance with the requirements of Section 218.415, Florida Statutes, in accordance with Rule 10.556(10) of the Auditor General of the State of Florida as of and for the fiscal year ended September 30, 2023. Management is responsible for District’s compliance with those requirements. Our responsibility is to express an opinion on District’s compliance based on our examination.

Our examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Those standards require that we plan and perform the examination to obtain reasonable assurance about whether the District complied, in all material respects, with the specified requirements referenced in Section 218.415, Florida Statutes. An examination involves performing procedures to obtain evidence about whether the District complied with the specified requirements. The nature, timing, and extent of the procedures selected depend on our judgment, including an assessment of the risks of material noncompliance, whether due to fraud or error. We believe that the evidence we obtained is sufficient and appropriate to provide a reasonable basis for our opinion. Our examination does not provide a legal determination on the District’s compliance with specified requirements.

We are required to be independent and to meet our other ethical responsibilities in accordance with relevant ethical requirements relating to the examination engagement.

In our opinion, the District complied, in all material respects, with the aforementioned requirements for the fiscal year ended September 30, 2023.
This report is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, management, and the Supervisors of Old Hickory Community Development District, City of St. Cloud, Florida and is not intended to be and should not be used by anyone other than these specified parties.

June 10, 2024

MANAGEMENT LETTER PURSUANT TO THE RULES OF THE AUDITOR GENERAL FOR THE STATE OF FLORIDA
To the Board of Supervisors
Old Hickory Community Development District City of St. Cloud, Florida
Report on the Financial Statements

We have audited the accompanying basic financial statements of Old Hickory Community Development District, City of St. Cloud, Florida ("District") as of and for the fiscal year ended September 30, 2023, and have issued our report thereon dated June 10, 2024
Auditor’s Responsibility

We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Florida Auditor General.
Other Reporting Requirements

We have issued our Independent Auditor’s Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards; and Independent Auditor’s Report on an examination conducted in accordance with AICPA Professional Standards, AT-C Section 315, regarding compliance requirements in accordance with Chapter 10.550, Rules of the Auditor General. Disclosures in those reports, which are dated June 10, 2024, should be considered in conjunction with this management letter.
Purpose of this Letter

The purpose of this letter is to comment on those matters required by Chapter 10.550 of the Rules of the Auditor General for the State of Florida. Accordingly, in connection with our audit of the financial statements of the District, as described in the first paragraph, we report the following:
Current year findings and recommendations.
Status of prior year findings and recommendations.
Compliance with the Provisions of the Auditor General of the State of Florida.

Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, as applicable, management, and the Board of Supervisors of Old Hickory Community Development District, City of St. Cloud, Florida and is not intended to be and should not be used by anyone other than these specified parties.

We wish to thank Old Hickory Community Development District, City of St. Cloud, Florida and the personnel associated with it, for the opportunity to be of service to them in this endeavor as well as future engagements, and the courtesies extended to us.

June 10, 2024

REPORT TO MANAGEMENT

CURRENT YEAR FINDINGS AND RECOMMENDATIONS
None

PRIOR YEAR FINDINGS AND RECOMMENDATIONS

None

COMPLIANCE WITH THE PROVISIONS OF THE AUDITOR GENERAL OF THE STATE OF FLORIDA
Unless otherwise required to be reported in the auditor’s report on compliance and internal controls, the management letter shall include, but not be limited to the following:

A statement as to whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report.
There were no significant findings and recommendations made in the preceding annual financial audit report for the fiscal year ended September 30, 2022.
Any recommendations to improve the local governmental entity's financial management.
There were no such matters discovered by, or that came to the attention of, the auditor, to be reported for the fiscal year ended September 30, 2023.
Noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance.
There were no such matters discovered by, or that came to the attention of, the auditor, to be reported, for the fiscal year ended September 30, 2023.
The name or official title and legal authority of the District are disclosed in the notes to the financial statements.
The District has not met one or more of the financial emergency conditions described in Section 218.503(1), Florida Statutes.
We applied financial condition assessment procedures and no deteriorating financial conditions were noted as of September 30, 2023. It is management’s responsibility to monitor financial condition, and our financial condition assessment was based in part on representations made by management and the review of financial information provided by same.

Management has provided the specific information required by Section 218.39(3)(c) in the Other Information section of the financial statements on page 24.

Section V

Old Hickory Community Development District Engineer RFQ Ranking Sheet

	Ability and Adequacy of Personnel	Consultant's Past Performance	Geographic Location	Willingness to Meet
Time and Budget Requirements	Certified Minority Business Enterprise	Recent, Current
and Projected Workloads	Volume of Work
Previously Awarded to Consultant by District	
Total Score	
Ranking	
	25 Points	25 Points	20 Points	15 Points	5 Points	5 Points	5 Points			
	
Dewberry								

REQUEST FOR QUALIFICATIONS

ENGINEERING SERVICES
Old Hickory Community Development District

MAY 28, 2024

 

SUBMITTED BY
Dewberry Engineers Inc. 800 North Magnolia Avenue, Suite 1000
Orlando, Florida 32803

SUBMITTED TO
Governmental Management Services - Central Florida, LLC
ATTN: Mr. George S. Flint (District Manager’s Office) 219 E. Livingston Street, Orlando, Florida 32801

 

May 28, 2024

DEWBERRY ENGINEERS INC. 800 NORTH MAGNOLIA AVENUE, SUITE 1000
ORLANDO, FLORIDA 32803

321. 354.9656
WWW.DEWBERRY.COM

Old Hickory Community Development District ATTN: George S. Flint
District Manager’s Oﬃce c/o Governmental Management Services-Central Florida, LLC 219 E Livingston St., Orlando, FL 32801
RE: Request for Qualifications for Engineering Services for the Old Hickory Community Development District
Dear Mr. George S. Flint,

Our firm has put together a strong, focused, and experienced team to deliver each task under this contract eﬃciently and eﬀectively. Dewberry has served as the District Engineer for over 50 Community Development Districts (CDDs) in Florida, which allows us to provide Old Hickory with the unique experience, familiarity, and understanding of the type of services that will be requested.
Our team of technical experts are qualified to meet engineering needs in all anticipated scope areas. Dewberry is also authorized to do business in the state of Florida in accordance of Florida law. This team will be
led by District Engineer, Rey Malavé, PE who will be Old Hickory’s primary point of contact throughout the life of this contract. Rey has 39 years of experience serving various CDDs throughout Florida, many of which have long term contracts with Dewberry. Rey will be supported by Assistant District Engineer, Joey Duncan, PE. Joey previously served as the Director of Public Works for the City of Jacksonville, and has experience being the District Engineer on various CDDs, as well as meeting the level of service necessary for the Old Hickory CDD.
Dewberry’s Florida operation is backed by the resources and stability of a national firm and specializes in site/civil, environmental, utility infrastructure, transportation engineering, surveying, and land development services. Dewberry has 15 oﬃce locations and over 350 employees in Florida, allowing us to bring expertise, qualifications, and resources to clients throughout the state. Dewberry’s depth of professional resources and expertise touches every aspect of the District’s ongoing needs. Whether the District requires 200 acres or 10,000 acres, we can oﬀer the District a solid team built on past experience to eﬃciently address the associated scope of work, as well as the added depth of services involving engineering, environmental, surveying, and construction management for a full service approach.
Dewberry currently has no conflicts with any home builder within Old Hickory CDD. Although our past history with numerous CDDs speaks for itself, we are committed to proving ourselves as a valuable partner to provide engineering services to the District.

It would be our privilege to serve as the District Engineer for Old Hickory. We appreciate this opportunity to provide information about our capabilities and welcome the possibility to personally expand upon them.

Rey Malavé, PE
Associate Vice President
321.354.9656 | rmalave@dewberry.com

Joey Duncan, PE
Principal Engineer
904.423.4935 | jduncan@dewberry.com

COVER LETTER	2

SECTION 1: Standard Form 330

ARCHITECT – ENGINEER QUALIFICATIONS
PART I – CONTRACT-SPECIFIC QUALIFICATIONS

CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)
Request for Qualifications for Engineering Services for the Old Hickory CDD (St. Cloud, FL)

2. PUBLIC NOTICE DATE
May 2024

3. SOLICITATION OR PROJECT NUMBER
N/A

ARCHITECT-ENGINEER POINT OF CONTACT

NAME AND TITLE
Rey Malavé, PE

NAME OF FIRM
Dewberry Engineers Inc.

6. TELEPHONE NUMBER
321.354.9656	7. FAX NUMBER
N/A	8. EMAIL ADDRESS
rmalave@dewberry.com	
PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

	(Check)	
9. FIRM NAME	
10. ADDRESS	
11. ROLE IN THIS CONTRACT	
	PRIME	J-V PARTNER	SUBCON- TRACTOR				

a.	

X			

Dewberry Engineers Inc.	800 North Magnolia Avenue, Suite 1000
Orlando, FL 32803	District Engineer
Senior Roadway Engineer
Senior Structural Engineer
Senior Environmental Scientist
Site/Civil Engineer Intern
Senior Surveyor
Senior Landscape Architect
Senior Architect
Permitting	
				X	CHECK IF BRANCH OFFICE			

b.	

X			
Dewberry Engineers Inc.	200 West Forsyth Street, Suite 1100
Jacksonville, FL 32202	Assistant District Engineer
Client Manager
Construction Inspector	
				X	CHECK IF BRANCH OFFICE			

c.	
X			
Dewberry Engineers Inc.	1479 Town Center Drive Suite D214
Lakeland, FL 33803	Senior Site Engineer
Senior Stormwater Engineer
Senior GIS Professional	
				X	CHECK IF BRANCH OFFICE			

d.	
X			Dewberry Engineers Inc.	203 Aberdeen Parkway Panama City, FL 32405	Senior Utility Engineer	
				X	CHECK IF BRANCH OFFICE			

e.	
X			Dewberry Engineers Inc.	2610 Wycliﬀ Road, Suite 410
Raleigh, NC 27607	Senior Landscape Architect	
				X	CHECK IF BRANCH OFFICE			

ORGANIZATIONAL CHART OF PROPOSED TEAM

OLD HICKORY CDD

DISTRICT MANAGER
George S. Flint

DISTRICT ENGINEER
Rey Malavé, PE

ASSISTANT DISTRICT ENGINEER
Joey Duncan , PE

ENGINEERING TEAM	ADDITIONAL SERVICES

TRANSPORTATION
Joe Keezel, PE Senior Roadway Engineer Marybeth Morin, PE
Senior Structural Engineer
SITE/CIVIL
Alba Más, PE
Senior Site Engineer Chace Arrington, EI Site/Civil Engineer Intern UTILITIES
Jose Pereira, PE
Senior Utility Engineer

STORMWATER MANAGEMENT
Jeﬀ PeQueen, PE
Senior Stormwater Engineer
ENVIRONMENTAL
Nicole Gough, PWS, CNRP
Senior Environmental Scientist
PERMITTING
Lisa A. Kelley, JD
Permitting Manager

SURVEY
William Hinkle, PSM
Senior Surveyor
CONSTRUCTION ADMINISTRATION
Ross Burns
Construction Inspector

LANDSCAPE ARCHITECTURE/ PLANNING
Michael Urchuk, RLA
Senior Landscape Architect
MAPPING
Aziza Baan, GISP
Senior GIS Professional
ARCHICTURE
Zulay Marti, RA
Senior Architect

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Rey Malavé, PE	13. ROLE IN THIS CONTRACT
District Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
45	b. WITH CURRENT FIRM
44	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

16. EDUCATION (Degree and Specialization)	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
MBA/Business Administration; BS/Civil Engineering	Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Rey Malavé has 45 years of experience in civil engineering design and a diversified background in the designing and permitting of municipal infrastructure systems. His areas of expertise include stormwater management systems, sanitary sewage collection systems, water distribution systems, and site development. He has managed and participated in the planning and designing of numerous large, complex projects for public and private clients. He has extensive knowledge of permitting requirements and has developed a rapport with permitting agencies, including the Florida Department of Environmental Protection (FDEP), Florida Department of Transportation (FDOT), Southwest Florida Water Management District (SWFWMD), and other local agencies.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Dowden West CDD
(Orange County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Dowden West is an established CDD with multiple phases currently under development and construction. Dewberry is currently assisting the CDD with multiple improvements conveyances from the developer to the CDD and from the CDD to the County. Dewberry is also assisting the water management district in permitting transfers, and the transfer of sewer lift stations to Orange County.	

b.	(1) TITLE AND LOCATION (City and State)
Westside Haines City CDD
(Winter Haven, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. The Westside Haines City CDD is 613.43 acres located in Winter Haven, Florida, and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/amenity areas, parks, and associated infrastructure for the various villages. Dewberry is the CDD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permiting, recreational facilities, and infrastructure review reports.	

c.	(1) TITLE AND LOCATION (City and State)
Deer Run CDD
(Bunnell, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors. Specific assignments include planning, preparing reports and plans, surveying designs, and specifications for water management systems and facilities, water and sewer systems and facilities, roads, landscaping, recreational facilities, and street lighting.	

d.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three diﬀerent golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts.
Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Joey Duncan, PE	13. ROLE IN THIS CONTRACT
Assistant District Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
42	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Jacksonville, FL)

16. EDUCATION (Degree and Specialization)	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
MS/Engineering Management; BS/Civil Engineering	Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Joey brings 42 years of progressive leadership experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction of water and power infrastructure. He previously served as Director of Public Works for the City of Jacksonville, the largest city by land mass in the United States. In this role,
he oversaw seven divisions responsible for horizontal and vertical public infrastructure across 840 square miles, with a total capital and operating budget of $1 billion. In 2008, he guided the launch of the Jacksonville Stormwater Utility, which eﬀectively created a new operating division with its own capital improvement plan and $30 million in revenue. He has also served in varying management roles at JEA, Jacksonville’s utility authority, where he notably led the planning, design, and construction of the $630 million Northside Generating Station Repowering Project, recognized by Power magazine as the 2002 Plant of the Year.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Baymeadows Improvement District (ID)
(Duval County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	District Engineer. Baymeadows Improvement Districts an incorporated 580-acre master planned community located on Florida’s First Coast in the City of Jacksonville, Florida. As the CDD Engineer for the Improvement District, Dewberry’s services include engineering, surveying, permitting, owner coordination with the City’s review, and approval of construction activities. Dewberry’s services also include water and wastewater improvements and upgrades, roadway and storm
sewer redesign and repair, stormwater inspections, review and upgrades, coordination of traﬃc issues oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.	

b.	(1) TITLE AND LOCATION (City and State)
National Marine Center Drainage Design, Department of Homeland Security (DHS) Customs & Border Control (CBP) (St. Augustine, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Engineer of Record. The project consists of a design-build eﬀort to improve the drainage condition for the government buildings within the existing facility. Project includes topographic survey of approximately 10 acres surrounding the facility to ascertain current drainage conditions, demolition, erosion and sediment control plan, site layout plan, civil construction plans and specifications.	

c.	(1) TITLE AND LOCATION (City and State)
Reuse and Stormwater Improvements
(City of Jacksonville Beach, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
2021	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	QA/QC and Field Engineer. Project is to increase volume of reuse water used for irrigation from the Jacksonville Beach and minimize/eliminate use of ground water for irrigation. Project includes increase storage volume on several golf course ponds, new irrigation system/layout (golf course) and piping to extend irrigation to other parks.	

d.	(1) TITLE AND LOCATION (City and State)
Governor’s Park Water Treatment Plant, Clay County Utility Authority (CCUA)
(Clay County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	CEI QA/QC. This fast-track project is to provide potable water supply and treatment to serve new development in the county near Green Cove Springs. The project includes design and construction of two 20-inch water supply wells rated for 1,770 gpm each, with modification of the existing Consumptive Use Permit, aquifer performance testing and construction services during drilling. The Interim WTP includes design of the well head equipment, aeration, ground storage, high service pumping, flow metering, and disinfection.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Joe Keezel, PE	13. ROLE IN THIS CONTRACT
Senior Roadway Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
27	b. WITH CURRENT FIRM
7	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

16. EDUCATION (Degree and Specialization)
BS/Environmental Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Joe Keezel has more than 27 years of experience designing major transportation systems and thoroughfares, working primarily on FDOT projects. He has managed several major highway projects, including a capacity project that widened a rural four-lane state highway to an urban six-lane section, replaced twin bridges, and updated drainage, signing, pavement markings, and signals. He was Project Manager for two districtwide contracts and prepared construction documents for more than 10 resurfacing, restoration, and rehabilitation projects ranging from two-lane rural to multi-lane urban. Joe also prepared several designs with limited surveys using as-built plans, right-of-way (ROW) maps and SLD’s, and prepared several projects with SMART plans and letter sets, all of which have been constructed with no claims.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.	

b.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.	

c.	(1) TITLE AND LOCATION (City and State)
Continuing Engineering Services, Roadway Design, FDOT District Five
(Multiple Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Through our continuing services contract with District Five, Dewberry’s task work orders included intersection improvements, resurfacing, lighting, signalization, and all tasks associated with highway design projects. Our traﬃc design services included signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design, and traﬃc studies.	

d.	(1) TITLE AND LOCATION (City and State)
General Engineering Consultant, Central Florida Expressway Authority (CFX)
(Multiple Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Roadway Engineer. Dewberry currently serves as a general engineering consultant to the CFX. In order to support the delivery of CFX’s $3.2 billion, five-year work plan, the scope of services that Dewberry is performing as the general engineering consultant are categorized into seven tasks: bond financing support, engineering/design support, planning support, maintenance program support, general planning, work plan support, and multimodal/transit support.	

e.	(1) TITLE AND LOCATION (City and State)
Continuing Engineering Services
(Volusia County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Transportation Project Manager. Under our continuing services contracts, our services include site/civil engineering, roadway design, trail design, construction administration, environmental/permitting, landscape architecture, signal design, and surveying and mapping.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Marybeth Morin, PE	13. ROLE IN THIS CONTRACT
Senior Structural Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
27	b. WITH CURRENT FIRM
25	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

16. EDUCATION (Degree and Specialization)
BS/Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Marybeth Morin has 27 years of experience in the structural design of transportation structures. She is responsible for the design and plan production of projects from the preliminary stages to final design. These projects include minor grade separations, water crossings, and interchanges. She has experience in AASHTO and Florida I-Beam girders, precast-prestressed slab units, and steel I-girders. She also has experience in alternatives development, design-build work, and miscellaneous structures. Miscellaneous structures include sign structure, mast arm, noise buﬀer and retaining wall, box culvert, and strain pole foundation design.
Marybeth is responsible for project design, coordination, and plan production.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2019	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. Live Oak Lake CDD is a multi-phased, active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center. Marybeth was responsible for the design and overseeing the construction of the vehicular bridge that crosses the existing Bullis Road, connecting the northern pool and amenity area with the remainder of the development. The bridge is a single-span FIB-36 with spread footing, which reduces vibration and cost, MSE walls with concrete drainage ditch, and splash pads for run-oﬀ. The bridge utilizes a custom railing with stone veneer, architectural finishes, and custom planters for a high-level aesthetic result.	

b.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.	

c.	(1) TITLE AND LOCATION (City and State)
Wekiva Parkway, Central Florida Expressway (CFX)
(Orange County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. The Wekiva Parkway (SR 429) is an alignment, high-speed, limited access alignment in northwest Orange County. Segment 203 extends from just north of Ponkan Road to north of Kelly Park Road, a distance of approximately 2.2 miles. The project included bridge structures over the Lake Victor floodplain, a future access road, and Kelly Park Road. A partial cloverleaf interchange was provided at Kelly Park Road. The project included modifications to several local arterials and oﬀ-site stormwater management facilities.	

d.	(1) TITLE AND LOCATION (City and State)
Suncoast Parkway 2, Section 2, FDOT Florida Turnpike Enterprise
(Citrus County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. This section of the Suncoast Parkway 2 Project was for the design of a new roadway located from south of Grover Cleveland Boulevard to north of CR 486, a distance of approximately 8.5 miles. This alignment project included a major intersection and several county road crossings traversing through heavily wooded areas, borrow pits, and subdivisions. Marybeth was responsible for bridge design and plans production.	

e.	(1) TITLE AND LOCATION (City and State)
Big Bend Road at I-75 Interchange Design-Build
(Hillsborough County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2021	CONSTRUCTION (If applicable)
2022	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Structural Engineer. Teamed with Skanska on this $81M design-build project, which involved the widening and reconstruction of Big Bend Road to a six-lane urban roadway from west of Covington Garden Drive to east of Simmons Loop, realignment and reconstruction of Old Big Bend Road to accommodate new interchange ramp connections with
I-75, and construction of a new roundabout at the realigned intersection of Old Big Bend Road and Bullfrog Creek Road.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Alba Más, PE	13. ROLE IN THIS CONTRACT
Senior Site Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
38	b. WITH CURRENT FIRM
4	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Lakeland, FL)

16. EDUCATION (Degree and Specialization)
BS/Civil Engineering; BA/Landscape Architecture

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Alba has worked in Florida with the public and private sectors on stormwater, water supply, land planning, and development projects. She has significant experience in permitting, design, and project management. Alba worked for 30 years at SWFWMD in the regulatory division starting in the ERP program and culminating as the Division Director for all the District Regulatory Programs. In these roles, she worked on resolution of complex permitting issues and rule development for the ERP and CUP programs as well as reducing review time frames.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
McIntosh Park Integrated Water, SWFWMD (Plant City, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Est. 2026	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Executive Engineer. The McIntosh Integrated Water Project at McIntosh Preserve expands upon a previous SWFWMD project and provides the beneficial reuse of reclaimed water in lieu of surface water discharge. The project includes 172 acres of multi-purpose constructed treatment wetlands. To address the dehydration experienced by the original treatment wetland and increase treatment, this project reconfigures the original wetland cells, adds additional treatment wetlands, and includes the addition of highly treated reclaimed water for hydration of some of the wetlands. The new wetlands cells receive supplemental, make-up water from Plant City’s reclaimed water system during dry periods.	

b.	(1) TITLE AND LOCATION (City and State)
Lake Annie Hydrological Restoration Feasibility Study, Polk Co. Parks & Natural Resources
(Polk County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2021-Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Executive Engineer. The Dewberry team performed a watershed management study of the Peace Creek Canal. One of the alternatives identified in this report was to divert high flows from the Peace Creek Canal through a series of previously excavated areas to Lake Annie. These excavations could be constructed as created flow-through wetlands to improve habitat and provide water quality treatment while also providing other project benefits, including water storage and increased water levels in Lake Annie to meet the MFL. This project requires land acquisition or conservation easements to allow piped or channelized flow to reach the created wetlands and Lake Annie.	

c.	(1) TITLE AND LOCATION (City and State)
Saddle Creek, Polk County Parks and Natural Resources/SWFWMD
(Polk County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2020	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Executive Engineer. Dewberry conducted a feasibility study as part of a cooperatively funded project to update Saddle Creek conceptual alternatives based on more recent data and assess potential water quality improvements that can
be achieved by developing oﬄine water treatment best management practices (BMPs) within the floodplain. Based on direction from the County, the development of conceptual alternatives needed to rely on gravity and could not contain any mechanical pumping or chemical treatment, two common engineering and scientific approaches to maximizing treatment eﬃciencies to reduce pollutant loadings.	

d.	(1) TITLE AND LOCATION (City and State)
Turnpike Wastewater Treatment Facility Wastewater Capacity Study & Expansion Design, City of Leesburg (Lake County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Executive Engineer. Dewberry provided services to determine the capacity needed for the next twenty years and designed the upgrades needed to accommodate the new capacity. Ms. Más was the lead engineer on the civil design and coordination with the Florida Department of Environmental Protection to obtain an Environmental Resource Permit for the existing and proposed future upgrades.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Chace Arrington, EI	13. ROLE IN THIS CONTRACT
Site/Civil Engineer Intern	14. YEARS EXPERIENCE	
		a. TOTAL
1	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

16. EDUCATION (Degree and Specialization)
BS/Computer Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Engineer Intern/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Chace specializes in utility engineering with a focus on water and wastewater. He also holds expertise in both civil and electrical work. Prior to joinging Dewberry’s Uitlity Management Team, he held positions in computer engineering.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Westside Haines City CDD
(Winter Haven, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Site/Civil Engineer Intern. The Westside Haines City CDD is 613.43 acres located in Winter Haven, Florida, and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/ amenity areas, parks, and associated infrastructure for the various villages. Dewberry is the CDD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permiting, recreational facilities, and infrastructure review reports.	

b.	(1) TITLE AND LOCATION (City and State)
Highland Meadows CDD
(Davenport, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Site/Civil Engineer Intern. Highland Meadows is a 263.5-acre master planned, residential community with development of 222 single family units. The community consists of CDD owned roadways, stormwater ponds and conservation areas. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements.	

c.	(1) TITLE AND LOCATION (City and State)
Deer Run CDD
(Bunnell County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Site/Civil Engineer Intern. Dewberry serves as the current District Engineer for this +/- 602 acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors.	

d.

e.	(1) TITLE AND LOCATION (City and State)
Dowden West CDD
(Orange County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Site/Civil Engineer Intern. Dowden West is an established CDD with multiple phases currently under development and construction. Dewberry is currently assisting the CDD with multiple improvements conveyances from the developer to the CDD and from the CDD to the County. Dewberry is also assisting the water management district in permitting transfers, and the transfer of sewer lift stations to Orange County.	
	(1) TITLE AND LOCATION (City and State)
VillaSol CDD
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Site/Civil Engineer Intern. As District Engineer, Dewberry’s services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities, street lighting, and inspection services. Dewberry assisted the district in instituting a proactive program for infrastructure inspection and repair to mitigate the rising cost of performing emergency repairs caused by a reactive approach.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Jose Pereira, PE	13. ROLE IN THIS CONTRACT
Senior Utility Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
35	b. WITH CURRENT FIRM
31	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Panama City, FL)

16. EDUCATION (Degree and Specialization)	17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
MS/Environmental Engineering; BS/Civil Engineering	Professional Engineer/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Jose Pereira has 35 years of professional experience in the field of environmental engineering, including the design of water treatment and wastewater collection, pumping, and treatment facilities; pilot-scale and laboratory-scale treatabilities studies; and water and wastewater wet chemistry analysis. He has been actively engaged in the planning, design, construction engineering, and start-up services for numerous municipal wastewater treatment collection, pumping, and treatment systems. Many of these facilities have included innovative treatment processes such as nitrification, de-nitrification, bio-selectors, and other biological nutrient removal. To accommodate new developments, Jose has planned and designed entire wastewater collection systems that have included interceptor sewers up to 72-inches in diameter, wastewater pumping facilities, and in-system flow equalization storage basins as large as 16 million gallons.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Manatee County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Lakewood Ranch is an unincorporated 17,500-acre community in Manatee County. Established in 1995, there is an 8,500-acre master planned community within it, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three diﬀerent golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with the City/County, and approval of all development and construction activities.	

b.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.	

c.	(1) TITLE AND LOCATION (City and State)
Highway 390 Water/Wastewater Relocation
(Panama City Beach, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2018	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. The Panama City Water and Wastewater System Relocation Project included the relocation of the
city-owned utilities that conflicted with the proposed improvements to tie into the proposed utilities for the FDOT Highway 390 Widening Project. The City was required to relocate its water and wastewater infrastructure due to the FDOT Highway 390 widening project. The project included the installation of approximately 4,400 linear feet (LF) of 12 -, 8-, 6- and 2-inch water mains, fire hydrants, valves, fittings, and new potable water services.	

d.	(1) TITLE AND LOCATION (City and State)
Wastewater Improvements
(Parker, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2017	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Dewberry worked with the City of Parker to inspect the city’s existing wastewater system’s condition and identify areas that required upgrades and replacement. Dewberry prepared a Facilities Plan with recommendations, projected costs, and priorities for improvements and assisted the City in securing funds through the SRF. The work consisted of design for approximately 7,000 LF of sewer force main replacement, 2,450 LF of directional bores, lift station upgrades, and manhole rehabilitation.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Jeﬀ PeQueen, PE, CFM	13. ROLE IN THIS CONTRACT
Senior Stormwater Engineer	14. YEARS EXPERIENCE	
		a. TOTAL
32	b. WITH CURRENT FIRM
1	

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Lakeland, FL)
EDUCATION (Degree and Specialization)
MS/Biomedical Engineering; MEE/Environmental Engineering; BS/Physics

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Engineer/FL/AL/GA/MD/PA; Certified Floodplain Manager/FL; Certified Professional Stormwater Quality/FL

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
As a senior professional engineer, Jeﬀ has more than 32 years of experience in site and civil engineering. His extensive experience includes stormwater analysis and design of commercial, industrial, and residential sites including both retrofits and original design and development. His project experience ranges from individual storm sewer design to regional watershed studies. Jeﬀ has provided on-call services for both Polk County Parks and Natural Resource and Roads & Drainage Departments, as well as a long history servicing the City of Lakeland. He has managed jointly funded projects between SWFWMD, municipalities, and surrounding counties. Further experience includes engineering and production services for assessing existing structures, proposed road improvements, proposed drainage improvements, permitting support, construction support, and as-built services for the right-of- way improvements.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
McIntosh Park Integrated Water, Detailed Design Plans, SWFWMD
(Plant City, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Provided technical assistance on the McIntosh Integrated Water Project at McIntosh Preserve expands upon a previous SWFWMD project and provides the beneficial reuse of reclaimed water in lieu of surface water discharge. The project includes 172 acres of multi-purpose constructed treatment wetlands. To address the dehydration experienced by the original treatment wetland and increase treatment, this project reconfigures the original wetland cells, adds additional treatment wetlands, and includes the addition of highly treated reclaimed water for hydration of some of the wetlands. The new wetlands cells receive supplemental, make-up water from Plant City’s reclaimed water system during dry periods.	

b.	(1) TITLE AND LOCATION (City and State)
Cypress Creek, Conceptual Enterprise Resource Planning (ERP), Tampa Bay Water Authority
(Pasco County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Provided technical assistance on this project which included Water Management Plan, and the Development of a Master Drainage Plan, including a detailed existing and proposed conditions model, to obtain a comprehensive for the 62-acre facility.	

c.	(1) TITLE AND LOCATION (City and State)
American Recovery Plan (ARPA) Lake Annie, Polk County Parks and Natural Resources
(Polk County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Providing lead civil and stormwater engineering to project to enhance, improve and restore a former peat mining property into a high quality wetland providing water quality and wildlife benefits. Site was identified under an earlier study as one with high potential to assist in the overall Peace Creek Watershed Restoration.	

d.	(1) TITLE AND LOCATION (City and State)
ARPA Lake Hamilton, Polk County Parks and Natural Resources
(Polk County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Engineer. Providing lead civil and stormwater engineering to project to enhance, and improve approximately 86 acres on the west shore of Lake Hamilton. The project is near to the headwater of the Peace Creek Canal and will include environmental enhancement, wetland creation, water quality improvement and habitat creation on two currently undeveloped parcels. Site was identified under an earlier study as one with high potential to assist in the overall Peace Creek Watershed Restoration.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Nicole Gough, PWS, CNRP	13. ROLE IN THIS CONTRACT
Senior Environmental Scientist	14. YEARS EXPERIENCE	
		a. TOTAL
26	b. WITH CURRENT FIRM
8	

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
BS/Parks and Recreation/Resource Management, Specialization in NPS Level II Law Enforcement

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Wetland Scientist/FL; Certified Prescribed Burn Manager/FL; Certified Pesticide Applicator/FL; Certified Stormwater Management Inspector; Railroad Worker’s Safety Certified; Federal Red Card

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Nicole Gough has 26 years of experience in project management related to ecological evaluation, planning, permitting, and oversight of regional transportation and infrastructure projects, large agricultural projects, and land development. Nicole previously served as a wetlands biologist and regulatory reviewer for both the SFWMD and SJRWMD. While working with both private and public entities, Nicole has garnered extensive permitting experience in all aspects of federal, state, and local permitting, including the National Pollutant Discharge Elimination System (NPDES). Additional expertise includes threatened and endangered species surveys, wetland determinations, biology, botany, conservation biology, ecology, emergency management, Endangered Species Act compliance for Letter of Map Revision (LOMR)/Conditional Letter of Map Revision (CLOMR), GIS data collection and mapping, preparation of technical specifications and contract documents, and stakeholder coordination/facilitation.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Narcoossee CDD
(Orlando, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. The Narcoossee CDD is located in Orlando, Florida, and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and oﬃce space. The Narcoossee CDD encompasses the entire 416 acres and will construct, operate, and maintain infrastructure to support all of its communities. As the CDD Engineer, our services include engineering evaluations, owner coordination with the City of Orlando and Orange County, and approval of all development and construction activities.	

b.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center located just oﬀ of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-foot duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/ permitting, landscape/hardscape design, assistance with the City master upsizing agreements, and construction administration.	

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Environmental Scientist. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three diﬀerent golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.	

d.	(1) TITLE AND LOCATION (City and State)
Walton Development, Ridgewood Lakes
(Polk County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2013	CONSTRUCTION (If applicable)
2017	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Senior Environmental Scientist. Ridgewood Lakes is a proposed community of over 3,200 acres located in northeast Polk County, Florida, oﬀ US 27 and Interstate 4 and within the District’s boundaries. The development plan was designed based on careful analysis of natural site features, including soils, topography, vegetation, and hydrology, with special consideration for wetlands and the preservation of existing ecosystems.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Lisa A. Kelley, JD	13. ROLE IN THIS CONTRACT
Permitting Manager	14. YEARS EXPERIENCE	
		a. TOTAL
28	b. WITH CURRENT FIRM
2	

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
JD/Barry University School of Law; BS/University of West Florida Environmental Resources Management and Planning

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Licensed Attorney State Bar/FL

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Lisa is a subject matter expert in regulatory compliance and environmental policy. She serves as a Department Manager at Dewberry where she is responsible for eﬀorts related to business development, policy and legislation, project funding,
environmental permitting, and natural systems restoration. Lisa has worked on environmental projects in Florida for almost 30 years and is experienced in leading state and federal regulatory compliance programs, including Florida’s Lead and Copper program . Her experience also includes serving as the Assistant Executive Director of the SJRWMD and the Assistant District Director for the Central District of the FDEP. During this time, she developed a deep understanding of the unique parameters and challenges presented by regulatory requirements.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Cascades at Groveland CDD (Groveland, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Dewberry is the CDD engineer for the Cascades at Groveland, a 752-acre master planned, residential community located in Groveland in Lake County. In addition to aiding the CDD with engineering expertise as required, our services under ongoing general engineering contracts have included a utilities master plan, obtaining entitlements and approvals for infrastructure, mass grading, design and permitting of water and sanitary sewer lines, securing bonds for the drainage system, design and construction of new roadways, and improvements to existing roadways.	

b.	(1) TITLE AND LOCATION (City and State)
Highland Meadows CDD
(Davenport, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Highland Meadows is a 263.5-acre master planned, residential community. The development is approved as a planned development for 222 single-family unit community. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements.
We have assisted in the bidding and construction of the many infrastructure facilities within the community. Dewberry is the CDD Engineer for this project. Our services include civil engineering, construction estimates and administration,
coordination of environmental, jurisdictional lines and permitting, due diligence, permitting, planning, landscaping plans, and surveying.	

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. There is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three diﬀerent golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch
has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.	

d.	(1) TITLE AND LOCATION (City and State)
Narcoossee CDD
(Orlando, FL)	(2) YEAR COMPLETED	
		
2013	CONSTRUCTION (If applicable)
2017	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Permitting Manager. The Narcoossee CDD is located in Orlando, Florida and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and oﬃce space. As the CDD Engineer, our services include engineering evaluations, owner coordination with the City of Orlando and Orange County, and approval of all development and construction activities.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
William Hinkle, PSM	13. ROLE IN THIS CONTRACT
Senior Surveyor	14. YEARS EXPERIENCE	
		a. TOTAL
43	b. WITH CURRENT FIRM
16	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

16. EDUCATION (Degree and Specialization)
N/A

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Surveyor and Mapper/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
William Hinkle, a Transportation Survey Project Manager with Dewberry, has over 43 years in various types of surveying and mapping, including over 19 years with FDOT in District One. His experience includes right-of-way maps, right-of-way control maps, mitigation site surveys, geodetic surveys, design surveys, right-of-way surveys, subsurface utility engineering surveys, and horizontal and vertical control, including utilization of electronic field book, topographic, and construction surveying. William served
as District One’s Location Surveyor for six years, where his responsibilities included managing three to four District-Wide Surveying and Mapping Contracts, planning, scheduling, supervising, and quality control of 45 plus or minus projects yearly of various right- of-way and design surveys. He supervised and coordinated assignments of the Survey Department’s Electronic Survey section and the engineering/land surveying assignments of two to four Department field survey crews.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Dowden West CDD
(Orlando, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Dowden West is a 736-acre master planned residential community consisting of 1,446 residential units and divided into 10 villages. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and surveys.	

b.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities and a community amenity center located just oﬀ of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-feet duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master up-sizing agreements, and construction administration.	

c.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6
(Sarasota and Manatee Counties, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County. Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, a hospital and medical center, and three diﬀerent golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts.
Lakewood Ranch has over 150 miles of sidewalks and trails, community parks, lakes, and nature preserves abundant with native wildlife. As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities.	

d.	(1) TITLE AND LOCATION (City and State)
West Villages ID
(Sarasota County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Survey Manager. The West Villages Improvement District is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork, water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants), stormwater management, drainage facilities, infrastructure, roadways, signalization improvements, and parking facilities.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Ross Burns	13. ROLE IN THIS CONTRACT
Construction Inspector	14. YEARS EXPERIENCE	
		a. TOTAL
3	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Jacksonville, FL)

16. EDUCATION (Degree and Specialization)
BS/Environmental Engineering

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Ross has three years of experience in planning and design of site engineering for industrial parks, commercial, municipal, and residential developments. Specializes in water and wastewater design from inception to construction. Duties include the preparation of construction plans, specifications, construction cost estimates, and construction administration/observation. Responsible for the preparation and submittal of construction and operating permit applications to state and federal regulatory agencies.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Water Transmission
(Gulf County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. This project is to provide potable water supply to serve the Gulf County area. The project includes design and construction of 18-inch and 12-inch transmissions mains, a 1.0 million gallon pre-stressed ground storage tank, a chemical feed system, and a high service distribution pump station. This includes design of the ground storage, high service pumping, flow metering, and disinfection.	

b.	(1) TITLE AND LOCATION (City and State)
Governor’s Park Water Treatment Plant, Clay County Utility Authority (CCUA)
(Clay County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer/Construction Inspector. This fast-track project is to provide potable water supply and treatment to serve new development in the county near Green Cove Springs. The project includes design and construction of two 20-inch water supply wells rated for 1,770 gpm each, with modification of the existing Consumptive Use Permit,
aquifer performance testing and construction services during drilling. The Interim WTP includes design of the well head equipment, aeration, ground storage, high service pumping, flow metering, and disinfection.	

c.	(1) TITLE AND LOCATION (City and State)
Regulatory Compliance Surface Water Discharge Elimination
(City of Jacksonville Beach, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer/Construction Inspector. This scope of services updates the existing reuse master plan and identifies beneficial reuse alternatives for the City to achieve compliance with Florida’s Senate Bill 64, which requires the elimination of non-beneficial surface water discharges from domestic wastewater facilities by 2032.	

d.	(1) TITLE AND LOCATION (City and State)
COJB PCP Permit Renewal
(City of Jacksonville Beach, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Construction Inspector. Conducted a field site visit to evaluate the physical condition of the the facility. Evaluated treatment eﬃciencies and identified performance trends. Evaluated the Operations and Maintenance program and identified problems, treatment deficiencies and corrective actions. Produced an Operation and Maintenance Performance Report to submit with the permit renewal application.	

e.	(1) TITLE AND LOCATION (City and State)
CDBG-DR Mitigation Engineering
(City of Bristol, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Engineer. Served as project engineer for the development of construction drawings and technical specifications for 1,640 LF of 6” water main, including isolations valves and fire hydrants. Design of approximately 1,640 LF of 6” PVC AAWA C900, DR 18 water main and associated isolations valves, fire hydrants to replace existing 2” galvanized steel pipe. The new 6” water line will improve water supply and reliable pressure to existing customers and as well as future users along Clay Street 900 watermain. The plans were completed in September 2023 and FDEP permit obtained soon after.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Michael Urchuk, RLA	13. ROLE IN THIS CONTRACT
Senior Landscape Architect	14. YEARS EXPERIENCE	
		a. TOTAL
33	b. WITH CURRENT FIRM
7	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Raleigh, NC)

16. EDUCATION (Degree and Specialization)
BS/Landscape Architecture

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Landscape Architect/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Michael Urchuk has 33 years of experience and has a varied background in landscape architecture and planning. As a Project Manager, he is responsible for coordination across design disciplines and acts as a liaison between the owner, design team, and contractor. He is also responsible for coordinating design eﬀorts and project submittals. Michael’s experience as a landscape architect includes retail oﬃce, residential, mixed-use, streetscapes, and recreational uses, as well as hardscape and irrigation design. Hardscape designs include corporate plazas, streetscapes, fountains, amenity areas for multi-family projects, and urban plazas. Michael also provides construction administration services on multiple levels including shop drawings and RFI reviews, field reports, final punch lists, and on-site project coordination meetings.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development)
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities and a community amenity center located just oﬀ of Live Oak Lake. Phases 1 – 8 consists of a mix of 50 and 70-feet duplex units totaling 2,023 units. Dewberry’s services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master upsizing agreements, and construction administration.	

b.	(1) TITLE AND LOCATION (City and State)
VillaSol CDD
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. As District Engineer, Dewberry’s services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities, street lighting, and inspection services. Dewberry assisted the district in instituting a proactive program for infrastructure inspection and repair to mitigate the rising cost of performing emergency repairs caused by a reactive approach.	

c.	(1) TITLE AND LOCATION (City and State)
Narcoosee CDD
(Orlando, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. The Narcoossee CDD is located in Orange County, Florida, and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and oﬃce space. Michael worked on the expanding of existing decorative walls along Dowden Roadway, as well as landscaping review.	

d.	(1) TITLE AND LOCATION (City and State)
Lancaster Park East
(St. Cloud, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. This project consists of 461 single family units and community facilities. Dewberry was tasked with designing and permitting the site layout, stormwater management facilities, utilities, grading, drainage, easement
vacations, Federal Emergency Management Agency (FEMA), CLOMR, and LOMR approvals. Dewberry provided planning and entitlements, landscape/hardscape design, site/civil engineering, and construction administration.	

e.	(1) TITLE AND LOCATION (City and State)
Roadway Operations Facility, CFX
(Orlando, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Landscape Architect. As the General Engineering Consultant to CFX, Dewberry has provided both architectural and civil engineering services for the CFX Roadway Operations Facility. The new facility includes a 6,500 square foot oﬃce building, fueling station, small vehicle maintenance bays, warehouse, three enclosed storage buildings totaling 23,000 square feet, and a laydown yard.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Aziza Baan, GISP	13. ROLE IN THIS CONTRACT
Senior GIS Professional	14. YEARS EXPERIENCE	
		a. TOTAL
17	b. WITH CURRENT FIRM
1	
15. FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Lakeland, FL)

16. EDUCATION (Degree and Specialization)
BS/Environmental Science

17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Geographic Information Systems Professional/FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Aziza serves as a GIS lead and a water resources geospatial scientist with 16 years of experience. She manages GIS tasks and is proficient in working with GIS in environmental, water resources, and civil disciplines. She specializes in stream and wetland
restoration planning and design, watershed modeling, geospatial database design, mobile applications, floodplain mapping, mining reclamation, land use planning, environmental permitting, environmental risk assessments, terrain processing, and spatial and volumetric analysis. Her software proficiency includes ArcGIS Advanced, ArcGIS PRO, ArcHydro, ArcGIS Collector, ArcGIS Online, Survey123, Trimble GPS, X-Tools, ET Geowizards, CrossView, Feature Analyst, Microsoft Access, Sigma Plot, and MIKE 11 GIS. Aziza has also provided GIS training staﬀ of various GIS experience levels.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
Continuing Services
(Volusia County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Under our continuing services contract, Dewberry provides site/civil engineering, roadway design, trail design, coastal design services, construction administration, environmental/permitting service, landscape architecture, signal design, and surveying and mapping.	

b.	(1) TITLE AND LOCATION (City and State)
Lakewood Ranch, Stewardship District
(Sarasota and Manatee County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2023	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Dewberry is currently performing engineering services for the Lakewood Ranch Stewardship District. Our services include engineering, surveying, and construction administration. These services include the design, permitting, and construction administration of over two miles of roadway.	

c.	(1) TITLE AND LOCATION (City and State)
Cypress Creek Master Drainage Plan, Tampa Bay Water Authority
(Wesley Chapel, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Development of a master drainage plan including a detailed existing and proposed conditions model, to obtain a comprehensive ERP for the 62-acre facility.	

d.	(1) TITLE AND LOCATION (City and State)
NeoCity Property Development
(Osceola County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. This ±540-acre institutional and commercial development serves as a regionally significant surface water reservoir system for water detention, treatment, and re-use to service the surrounding urbanized area. Dewberry is responsible for leading the permitting of the development from pre-design surveys through securing permits including authorization to impact over 225 acres of USACE jurisdictional wetlands, and an additional 4 acres previously utilized for USACE wetland mitigation. Protected Species coordination involved snail kite, wood stork, indigo snake, Audubon’s crested caracara and gopher tortoise.	

e.	(1) TITLE AND LOCATION (City and State)
West Villages Improvement District
(Sarasota County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Dewberry acts in the general capacity of District Engineer and provides the District engineering services including but not limited to attendance at Board, staﬀ, and other meetings; participation in the District’s issuance of new and maintenance of existing financing; monitoring the District projects; overseeing construction and/or acquisition activities; preparation of certifications, documents, and reports in furtherance of District engineering activities.	

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)	
12. NAME
Zulay Marti, RA	13. ROLE IN THIS CONTRACT
Senior Architect	14. YEARS EXPERIENCE	
		a. TOTAL
18	b. WITH CURRENT FIRM
3	

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
BArch/Architecture; MA/Special Education, Assessment and Curriculum

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Registered Architect/FL, GA, MD, VA

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)
Zulay is an experienced Senior Architect and Project Manager with extensive knowledge in building design, space planning, construction drawings, and construction administration. Throughout her 16-year architectural career, she has gained extensive experience in the coordination of simultaneous projects, direct client interaction, team scheduling, quality control, on-time project delivery, and construction administration. She approaches each project with a focus on aesthetics, functionality, cost and engineering as a whole. Zulay is a design professional experienced in Criminal Justice, Federal and State project building typologies in both secure and non-secure environments. Other areas of specialization include: Transportation: Executive Airport Hangars; Retail: Shopping Centers; Dining: Fast food services, ice cream parlors, restaurants with commercial kitchens; and, Wellness: Gyms.

19. RELEVANT PROJECTS	

a.	(1) TITLE AND LOCATION (City and State)
A/E Term Contract for Vertical Construction Projects
(Volusia County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Continuous contract providing professional architectural and engineering task assignments for vertical construction projects. Contract #RSQ No. 20SQ-78SR. Professional disciplines include architecture, engineering, landscape architecture, and scope includes the preparation of schematic design, design documents, construction documents, construction administration, bid documents and project close out. Currently building dorms designed for the correctional facility which will be done at the end of 2024 (VCBJ West Wing Dorms).	

b.	(1) TITLE AND LOCATION (City and State)
Public Safety Facility
(Casselberry, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
2023	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Dewberry is providing architecture, interior design, landscape, and civil design, permitting, and construction administration services for the development of the Casselberry Public Safety Facility. The 25,900 SF, hurricane-hardened public safety command center will feature staﬀ sleep quarters, fitness room and lockers, a media room, a community meeting room open to the public and other organizations, evidence processing and storage space, an incident command center, and training rooms. The design team was asked to develop an overall master plan the City’s future Police Station with future expansion capabilities along with the future Seminole County Fire Station on the same project site. The master plan was developed to include phased construction, shared vehicular circulation, and other site amenities including garbage enclosures, stormwater retention, and monument signage.	

c.	(1) TITLE AND LOCATION (City and State)
Headquarters Safe Room, Gulf Coast Electrical Cooperative
(Gulf County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
2022-Ongoing	CONSTRUCTION (If applicable)
Est. 2024	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	Project Manager. Dewberry is providing architecture and civil engineering for the hurricane safe room for Gulf County Electrical Cooperative in the Panhandle. The facility will feature a command center for field personnel to be deployed after a storm event. It will also incorporate an incident command center for Gulf County that will act as a remote emergency operation center. Redundancy will be built into HVAC potable water and electrical systems. The facility is designed to withstand a Category 4 hurricane.	

d.	(1) TITLE AND LOCATION (City and State)
West Villages Improvement District
(Sarasota County, FL)	(2) YEAR COMPLETED	
		PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X	Check if project performed with current firm	
	GIS Lead. Dewberry acts in the general capacity of District Engineer and provides the District engineering services including but not limited to attendance at Board, staﬀ, and other meetings; participation in the District’s issuance of new and maintenance of existing financing; monitoring the District projects; overseeing construction and/or acquisition activities; preparation of certifications, documents, and reports in furtherance of District engineering activities.	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	1	
21. TITLE AND LOCATION (City and State)
Dowden West CDD (Orlando, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Jill Burns, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Dowden West is a 736.28-acre master planned residential community with 1,446 residential units located in the City of Orlando. The development is 10 villages within the approved planned development for Starwood, which encompasses approximately 2,558 acres and is entitled to 4,400 residential units.
As District Engineer, we have been responsible for providing the master utility design for the water, sewer, and reuse systems, in addition to master stormwater modeling for an approximately 6,500-acre watershed for the Dowden West CDD. This modeling was used for both stormwater management design and FEMA floodplain determination.
Other services include landscape architecture design for the common open spaces and community parks, the design of community roads that also include the extension of the four-lane Dowden Road through the community, boundary surveys, topographic surveys, tree surveys, and other additional surveys, as needed.

NATURE TRAIL S/W VILLAGE N-1A.

CONSULTANT FEES TO DATE
$500,000
SERVICES
Boundary Surveys
Environmental/Permitting Landscape Architecture Roadway Design/Improvements Stormwater Management Topographic Surveys
Tree Surveys Utility Design

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	2	

21. TITLE AND LOCATION (City and State)	22. YEAR COMPLETED	
Lakewood Ranch CDD (1, 2, 4, 5, & 6) (Orlando, FL)	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Lakewood Ranch CDD	b. POINT OF CONTACT NAME
Steve Zielinski, Director of Finance	c. POINT OF CONTACT TELEPHONE NUMBER
941.907.0202 x 229	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Lakewood Ranch is an unincorporated 31,000-acre master planned community located on Florida’s Gulf Coast in Sarasota and Manatee Counties, established in 1995. The five CDDs we serve cover an 8,500-acre community within the larger Lakewood Ranch Development. The overall development contains A-rated schools, shopping, business parks, a hospital and medical center, golf courses, athletic centers, aquatics, and lighted tennis courts.
As the CDD Engineer for the five CDDs, Dewberry’s services include engineering, surveying, permitting, owner coordination with the County’s review, and approval of construction activities. Dewberry’s services also include rehabilitation on landscaping, water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, reviews and upgrades, coordination of traﬃc issues including signalization with County oﬃcials, oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.

OVERVIEW OF LAKEWOOD RANCH ADMINISTRATION BUILDING AND COMMUNITY FACILITY.

CONSULTANT FEES TO DATE
$906,730
SERVICES
Civil Engineering
Compliance Monitoring
Construction Estimates and Administration
Coordination and Monitoring of Environmental Jurisdictional Areas through Permitting Agencies
Design Evaluations and Analysis Drainage/Stormwater Management Monthly Board Meeting Attendance Permitting
Planning Surveying Utilities

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Sarasota, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	3	
21. TITLE AND LOCATION (City and State)
Narcoossee CDD (Orlando, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Jason Showe, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
The Narcoossee CDD is located within the City of Orlando in Orange County, Florida and consists of approximately 416 acres. The project has been developed with 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and oﬃce space. The Narcoossee CDD encompasses the entire 416 acres. We provide services as needed for the operation and maintenance of the infrastructure of the District as well as any construction activities relating to improvements and/or repairs.
Our eﬀorts include the providing of evaluation of the yearly stormwater management systems, landscaping facilities, such as walls and plantings, roadway evaluations for maintenance, and restoration within the community and district.
Dewberry is the CDD Engineer for this project. Our services include engineering evaluations, owner coordination with the City of Orlando and Orange County, and approval of all development and construction activities within the district. We also provider input as needed within the budgeting process for any repairs and maintenance issues.

CONSULTANT FEES TO DATE
$475,000
SERVICES
Civil Engineering
Construction Administration Development Planning Infrastructure Review Reports Landscape Architecture Permitting
Stormwater Monitoring and Permit Compliance Reports
Surveying

VIEW OF RESIDENTIAL STREET.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	4	
21. TITLE AND LOCATION (City and State)
Deer Run CDD (Bunnell, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Darrin Mossing, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors.
Specific assignments include planning, preparing reports and plans, surveying designs and specifications for water management systems and facilities, water and sewer systems and facilities, roads, landscaping, recreational facilities and street lighting, and other community infrastructure provided by the District, as authorized in Chapter 190
F.S. Aﬃliated projects are to include engineering contract management and inspection services during construction.
Dewberry completed an irrigation system analysis to evaluate the system’s hydraulic ability to provide additional irrigation zones. Also, on behalf of the CDD, Dewberry was able to address and resolve compliance coordination with the St. John’s River Water Management District. Additionally, Dewberry prepared a planting plan and a vegetation management plan for conservation easement maintenance and restoration.

COMMUNITY NATURE TRAIL BY THE COMMUNITY CENTER.

CONSULTANT FEES TO DATE
$120,000
SERVICES
Community Infrastructure
Construction Administration Cost Estimates Landscaping
Planning Recreational Facilities Reports and Plans Roadway Design Street Lighting Surveying Designs
Water Management Systems and Facilities
Water and Sewer Systems

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	5	
21. TITLE AND LOCATION (City and State)
West Villages Improvement District (Sarasota County, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
N/A	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
William Crosley, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
941.244.2805	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
The West Villages Improvement District (“District”) is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The overall ID contains schools, shopping, business parks, a hospital and medical center, golf courses, athletic centers, and aquatics.
As the District Engineer for the ID, Dewberry’s services include engineering, surveying, permitting, owner coordination with the District’s development review, and approval
of construction activities. Dewberry’s services also include design of all district owned irrigation improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, reviews and upgrades, coordination of traﬃc issues
including signalization with County and or FDOT oﬃcials, oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.
Additional engineering services may include attendance at Board, staﬀ, and other meetings; participation in the District’s issuance of new and maintenance of existing financing; monitoring District projects; overseeing construction and acquisition activities; preparation of certifications, documents, and engineer’s reports in furtherance of District engineering activities; and providing other engineering services as may be authorized by the Board.

ENTRANCE MONUMENT SIGN ALONG WEST VILLAGES BOULEVARD.

CONSULTANT FEES TO DATE
$1,058,231.97
SERVICES
Water and Sewer Facilities and
Infrastructure
Stormwater Management and Drainage Facilities and Infrastructure
Roadways
Signalization improvements Recreational Facilities
Park improvements
Governmental Facility Improvements Landscape/Hardscape Design
Signage
Environmental Services

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	
b.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Sarasota, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	6	
21. TITLE AND LOCATION (City and State)
VillaSol CDD (Bunnell, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Governmental Management Services	b. POINT OF CONTACT NAME
Jason Showe, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 x 105	

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)
VillaSol CDD is located in Osceola County which is just minutes from the Orlando International Airport, area attractions, and theme parks, and oﬀers amenities like no other community in the area.
Nestled along Boggy Creek, residents have access to a boat dock where they can travel down to East Lake Toho. Resort-style amenities include a tennis court, basketball court, clubhouse, pool, and soft gate with a guard house.
Some of Dewberry’s specific assignments for this project include planning, preparing reports and plans, designs and specifications for water management systems and facilities, as well as, water and sewer systems and facilities, roads, landscaping, recreational facilities and street lighting, other community infrastructure provided by the District, as authorized in Chapter 190 F.S., and aﬃliated projects to include engineering contract management and inspection services during construction.
Dewberry completed the design an implementation of a new guard house which included architecture, landscape architecture, structural analysis, and civil engineering design. Also, Dewberry is implementing a CDD inspection and rehabilitation program of the stormwater system to identify and repair defects in the stormwater conveyance
system. Additionally, Dewberry conducted a pavement evaluation study to prioritize and assist the CDD in financial planning for resurfacing needs.

TOWNHOMES WITHIN THE COMMUNITY.

COST $375,000 (Consultant Fees to Date)
SERVICES
Community Infrastructure
Construction Administration Cost Estimates
District Board Meetings Landscape Architecture Planning
Recreational Facilities Design Reports and Plans
Roadway Design Street Lighting Design Surveying
Water Management Systems and Facilities
Water and Sewer Systems

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	7	
21. TITLE AND LOCATION (City and State)
Baymeadows Improvement District (Duval County, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Rizzetta Company	b. POINT OF CONTACT NAME
Lesley Gallagher, Agent’s Custodian of Public Records	c. POINT OF CONTACT TELEPHONE NUMBER
904.436.6237	

Baymeadows ID an incorporated 580-acre master planned community located in Jacksonville. The Improvement District we serve covers an existing neighborhood that was developed in 1968 as a golf course community. Those golf courses are now gone; however, the community still provides maintenance and improvement services for its existing roadways, stormwater systems, and facilities. The overall development contains commercial areas, business parks, old golf courses, and residential communities.
As the CDD Engineer for the Improvement District, Dewberry’s services include engineering, surveying, permitting, owner coordination with the City’s review, and approval of construction activities. Dewberry’s services also include water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, review and upgrades, coordination of traﬃc issues, oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.

THORNABY

SOUTHBROOK

GLENN ABBE

7595-7 BAYMEADOWS

GROUP 1

GROUP 2

GROUP 3

GROUP 4-A

GROUP 1 = 68 AC. GROUP-2 = 143 AC. GROUP-3 = 140 AC. GROUP-4 A = 21 AC. GROUP-4 B = 25 AC.

CARRIAGE SIDE

9601-3 SOUTHBROOK

9765-1 SOUTHBROO

9765-3 SOUTHBROOK

Dewberry’s first task was to work with Baymeadows Board’s stormwater committee to map the community’s stormwater system (ponds, collection & out falls), and prepare a maintenance and repair budget (Operations and Capital). This involved engineering field work, GIS services, and estimating services. Dewberry has also has attended board meetings (at the request of the committee) to give engineering opinions on various issues such as acceptance of a developer’s turnover of ownership of additional stormwater systems.

SERVICES FOR BAYMEADOWS ID INCLUDED THE DEVELOPMENT OF PLANS AND GIS MAPS.

CONSULTANT FEES TO DATE
$10,000
SERVICES
Civil Engineering
Compliance Monitoring Construction Estimates and Administration Coordination and Monitoring of Environmental Jurisdictional Areas through Permitting Agencies Design Evaluations and Analysis Drainage/ Stormwater Management Monthly Board Meeting Attendance Permitting Planning
Surveying Utilities

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	
b.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Jacksonville, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	8	
21. TITLE AND LOCATION (City and State)
Live Oak Lake CDD (Twin Lakes Development) (Osceola County, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Governmental Management Services	b. POINT OF CONTACT NAME
Jill Burns, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 x 115	

Live Oak Lakes CDD (Twin Lakes Development) is a multi-phased, active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center located just oﬀ of Live Oak Lake. The development is situated just east of Hickory Tree Road and west of Live Oak Lake and Sardine Lake in Osceola County. Phases 1 – 8 consists of a mix of 50’, 70’ and duplex units totaling 2,023 units. A 42,000+ square foot amenity clubhouse is currently being constructed alongside the oversized pool and cabana area, which includes a bar for food and beverages. The outdoor rec space is under construction just to the south. This area was designed to include bocci ball, pickle ball, horseshoes, tennis courts, and a half basketball court. It also provides walking trails, a boat dock, and a dock for fishing.
In addition to civil engineering services, we also provided roadway design, bridge design, and signal design within the first phase. We were responsible for the roadway widening design of Hickory Tree Road, where services also included drainage and utility extensions. We extended New Nolte Road from the existing intersection east through the first phase of construction. This 150’ ROW is master planned to be a four lane divided major collector road in the future.
We also designed and oversaw the construction of the vehicular bridge that crosses existing Bullis Road, connecting the northern pool and amenity area with the remainder of the development. We provided signal design for the New Nolte and Hickory Tree Road

CONSULTANT FEES TO DATE
$2.1 million
SERVICES
Assistance with the City Master
Upsizing Agreements Civil Engineering
Construction Administration Entitlements Environmental/Permitting Landscape/Hardscape Design Maintenance of Traﬃc Planning Planning
Signal Design Surveying

Intersection, which also includes golf cart paths and golf cart path crossings at the updated intersection.
Utilities have been master designed for the build out of the development, which will include city master transmission mains for the 24” potable water main and 24” reclaim main, along with five sanitary lift stations to service the phases of the development as they are constructed. Phase 1 of the project utilizes two sanitary lift stations, a portion of the 24” potable and reclaim mains. The first lift station is located on the west side of Hickory Tree Road. The second lift station is located along the extension of Nolte Road east of Hickory Tree Road. This lift station has been designed to accept additional flows from future phases of this development. This lift station pumps into a force main down the Nolte Road extension and connects to the existing 20” force main located within the Hickory Tree ROW.

RESIDENTIAL VIEW OF LIVE OAK LAKE CDD.

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	9	
21. TITLE AND LOCATION (City and State)
Westside Haines City CDD (Winter Haven, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Jill Burns, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 x 115	

The Westside Haines City CDD is 613.43 acres located in Winter Haven, Florida. The District currently contains approximately 613.43 acres and is expected to consist of 2,752 residential lots of various sizes for single-family lots and townhome lots with recreation/amenity areas, parks, and associated infrastructure for the various villages.
Dewberry is the CDD Engineer for this project. Our services include civil engineering, permitting, roadway design, stormwater monitoring, permits, recreational facilities, and infrastructure review reports.

HOMES WITHIN THE WESTSIDE HAINES CDD.

CONSULTANT FEES TO DATE
$44,500
SERVICES
Civil Engineering
Permitting Roadway Design
Stormwater Monitoring and Permit Recreational Facilities Infrastructure Review Reports

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.
Complete one Section F for each project.)	20. EXAMPLE PROJECT KEY NUMBER	
	10	
21. TITLE AND LOCATION (City and State)
Highland Meadows CDD (Polk County, Davenport, FL)	22. YEAR COMPLETED	
	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If applicable)
Ongoing	
23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER
Government Management Services	b. POINT OF CONTACT NAME
Tricia Adams, District Manager	c. POINT OF CONTACT TELEPHONE NUMBER
407.841.5524	

Highland Meadows is a 263.5-acre master planned residential community located in the city of Davenport. The development is approved as a planned development for a 222 single-family unit community. The CDD is located on the south side of County
Road 547 - Holly Hill Road and the north side of Olsen Road. The community consists of CDD owned roadways, stormwater ponds, and conservation areas. Dewberry has provided services to the District in the review and repair of roadways, stormwater systems, street signage, and landscape architecture improvements. We have assisted in the bidding and construction of the many infrastructure facilities within the community.
Dewberry is the CDD Engineer for this project. Our services include civil engineering, construction estimates and administration, coordination of environmental, jurisdictional lines and permitting, due diligence, permitting, planning, landscaping plans, and surveying.

VIEW OF THE RESIDENTIAL AREA IN HIGHLAND MEADOWS CDD.

CONSULTANT FEES TO DATE
Engineering Fee: $120,000
Estimated Construction Cost: To be determined. Gov’t is evaluating alternatives.
SERVICES
Civil Engineering
Construction Estimates and Administration
Coordination of Environmental Jurisdictional Lines and Permitting Due Diligence
Permitting Planning Landscaping Plans Surveying

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.	(1) FIRM NAME
Dewberry Engineers Inc.	(2) FIRM LOCATION (City and State)
Orlando, FL	(3) ROLE
District Engineer	

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS	
26. NAMES OF KEY PERSONNEL
(From Section E, Block 12)	27. ROLE IN THIS CONTRACT
(From Section E, Block 13)	28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in “Example Projects Key” section below before completing table.
Place “X” under project key number for participation in same or similar role.)	
		1	2	3	4	5	6	7	8	9	10	
Rey Malavé, PE	District Engineer	

	

	

	
	
Joey Duncan, PE	Assistant District Engineer							
				
Joe Keezel, PE	Sr. Roadway Engineer		

Marybeth Morin, PE	Sr. Structural Engineer		

Alba Más, PE	Sr. Site Engineer				

Chace Arrington, EI	Site/Civil Engineer Intern	

	

	
Jose Pereira, PE	Sr. Utility Engineer		

Jeﬀ PeQueen, PE, CFM	Sr. Stormwater Engineer											
Nicole Gough, PWS, CNRP	Sr. Environmental Scientist Survey Manager		

	

	
		
Lisa A. Kelley, JD	Permitting Manager		

			

	
William Hinkle, PSM	Senior Surveyor	

			
			
Ross Burns	Construction Inspector											
Michael Urchuk, RLA	Sr. Landscape Architect			

	

			
Aziza Baan, GISP	Sr. GIS Professional	

		
				
Zulay Marti, RA	Sr. Architect											

EXAMPLE PROJECTS KEY

NO.	TITLE OF EXAMPLE PROJECT (From Section F)	NO.	TITLE OF EXAMPLE PROJECT (From Section F)	
1	Dowden West CDD	6	VillaSol CDD	
2	Lakewood Ranch CDD	7	Baymeadows ID	
3	Narcoossee CDD	8	Live Oak Lakes CDD	
4	Deer Run CDD	9	Westside Haines CDD	
5	West Villages ID	10	Highland Meadows CDD	

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
FIRM QUALIFICATIONS

Dewberry is a leading, multi-disciplined firm with a proven history of providing professional services to a wide variety of public- and private-sector clients. Established in 1956,
Dewberry is headquartered in Fairfax, Virginia, with 60 locations and over 2,500+ professionals nationwide, including our local oﬃce in Orlando. Recognized for combining unsurpassed commitment to client service with deep subject matter expertise, Dewberry is dedicated to solving clients’ challenges and transforming their communities.
Dewberry’s Florida operation is backed by the resources and stability of a national firm and specializes in site/civil,
environmental, utility infrastructure, transportation engineering, surveying, architecture, and land development services.
Dewberry’s local Orlando oﬃce includes 120 people, with 15 oﬃce locations and over 350 employees across Florida,
bringing expertise, qualifications, and resources to cities and counties throughout the state. Dewberry supports large and small projects in the following primary service areas:
Alternative delivery
Architecture
Building engineering
Disaster response and emergency management
Energy services
Environmental services
Geospatial services
Mechanical, electrical, and plumbing services
Program management
Site/civil services
Surveying/mapping
Sustainability
Transportation
Water/wastewater/reclaimed water services
Relevant Experience
The absolute best predictor of future success is past performance, and we have a lot of experience in all areas required for this contract. Whether we are providing professional design engineering services or as a previous District Engineer, our track record speaks for itself.
Our local leadership team has planned, funded, constructed, and maintained projects in and around Orlando for over
40 years. Serving as District Engineer is Rey Malavé, PE. Rey has 41 years of experience in civil engineering and a diversified background in the design and permitting of infrastructure systems, including public facilities, utility systems, oﬃce buildings, commercial developments, recreational facilities, and industrial developments. He has
extensive experience with permitting agencies, including FDEP, FDOT, Florida Water Management Districts, and other local agencies. He has served as the District Engineer for over 25 CDDs and Improvement Districts in Florida.

Serving as Assistant District Engineer is Joey Duncan, PE. Joey brings 42 years of progressive leadership experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction of water and power infrastructure. Joey will collaborate with the District Manager, attorneys, and board of directors to identify the needs of the District, provide expert technical information to facilitate problem solving and decision making by the DM and BOD. Technical and professional tasks will be clearly stated, schedule and budget finalized, and
any risks to project cost or schedule will be communicated expediently to solicit feedback and ensure clear communication and quality deliverables. He previously served as Director of Public Works for the City of Jacksonville, the largest city by land mass in the United States. In this role, he oversaw seven divisions responsible for horizontal and vertical public infrastructure across 840 square miles, with a total capital and operating budget of $1 billion.

DEWBERRY HAS SERVED OVER 50 CDDS IN FLORIDA.
The following CDD projects are representative of our relevant project experience:
Baymeadows ID, Duval County
Baytree CDD, Brevard County
Cascades at Groveland CDD, Lake County
Country Greens CDD, Lake County
Covington Park CDD, Hillsborough County
Deer Run CDD, Flagler County
Dowden West CDD, Orlando
East Park CDD, Orange County
Greater Lakes – Sawgrass Bay CDD, Lake Wales
Highland Meadows CDD, Polk County
Lake Emma CDD, Groveland
Lakewood Ranch CDDs 1, 2, 4, 5, 6, Sarasota and Manatee County
Lakewood Ranch Stewardship, Sarasota and Manatee County
Live Oak Lake CDD, Osceola County
Montecito CDD, Brevard County
Narcoossee CDD, Orange County
On-Top-of-the-World CDDs, Marion County
Chandler Hills East CDD, Marion County
Indigo East CDD, Marion County
Bay Laurel Center CDD, Marion County
Osceola Chain of Lakes, Osceola County
Reedy Creek Improvement District, Osceola County

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Reunion Resort CDD, Osceola County
Verandas CDD, Pasco County
Viera CDD, Brevard County
VillaSol CDD, Osceola County
West Villages Improvement District, Sarasota County
Project Approach
We have prepared an organizational approach to fit the specific categories of the organization and operations to support both large and small engineering projects. Through our many
years of serving as District Engineer, we’ve been successful at becoming an extension of the CDD’s Project Management group, with the ability to understand project needs and proposing only on what is necessary to complete the task
at hand. Our management team is committed to a quality product that is consistent with Old Hickory CDD’s policies and procedures.
Stormwater Management Services
Our integrated stormwater management services range from large basin studies to the design of collection systems. Our team has performed analysis on various projects throughout Florida. We have designed culvert replacements to extensions on numerous roadway projects, ranging from two-lane rural widening to multi-lane expressways.
Drainage design and permitting are critical parts of any project. We will provide assistance to the District in coordination with MS4 support, total maximum daily loads, numeric nutrient criteria support, drainage, erosion and sediment control, stormwater basin modeling, assessment and evaluation drainage systems, design and construction plans for stormwater management systems, and coordination with state and federal agencies.
Assumptions and/or omissions in this area can cause significant delays in the project schedule, increase costs during construction, and even lead to possible litigation against the District. We are experienced in identifying, analyzing, and addressing drainage impacts associated with a variety of project types. Our drainage staﬀ is knowledgeable of Water Management District criteria, and we are adept at developing creative and innovative solutions to drainage problems. We also have experience preparing flood studies with FEMA. At the heart of our approach is a thorough document review of the existing plans, USGS Quadrangle Maps, USDA Soil Survey, FEMA Flood Insurance Maps and aerial photographs. With this data in hand, we will perform a field review during the pre- scope meeting, identify all drainage and permitting issues, and discuss possible drainage solutions with the District. Existing drainage patterns, ponding concerns and erosion problems
will be documented. We will contact the District’s Maintenance Engineer to discuss any concerns regarding the project area.
Water/Wastewater Services
Our team can provide utility analyses of existing master systems, preparation and updates to master plans, as well as preparation of utility construction plans. Dewberry can analyze the existing utility systems and make recommendations for upgrades or replacement. We have designed numerous utility collection and transmission facilities, gravity sewers, force mains, reuse water, and potable water systems. We have also

designed numerous wastewater and water pump stations. We also have experience in the transformation of septic tank systems by the installation of new sewer systems.
Transportation Services
Dewberry has provided roadway and bridge design services to numerous governmental agencies throughout Florida
for over 30 years. Our projects have ranged from minor intersection improvements and milling and resurfacing of existing roadways to capacity improvements and complex, multilevel interchanges. The extensive experience of our staﬀ in the design, preparation of construction documents, and post design services for roadways, bridges, and associated systems provides Old Hickory with the expertise to handle any type of transportation related assignment. Our transportation design staﬀ, coupled with the survey, drainage, environmental, and permitting capabilities, allows us to eﬃciently complete any assignment, as all disciplines required are available in-house.
Traﬃc design may include one or more of the following items, dependent upon a specific project: signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design, and traﬃc studies. We have extensive experience in these phases of the project, and we are qualified to perform all aspects of traﬃc engineering.
Engineering services related to structural design may be required for bridge widenings, bridge rail replacements, box culvert extensions, retaining walls, sheet piling, overhead sign structures, multi-post guide signs, signal poles, mast arms light poles, and foundations for signs, signal poles, and lighting. We have an experienced in-house staﬀ to provide these services.
Survey and Mapping Services
Dewberry has provided continuing surveying services for many counties and municipalities throughout the State of Florida. Our large in-house survey staﬀ, with numerous crews out of our Orlando and Jacksonville oﬃce, are well-versed in the rigors
of on-call assignments and the immediate response time they require. We utilize state-of-the-art equipment to provide cost eﬀective surveying, ROW mapping, utility designation, and subsurface utility engineering (SUE) for roadway, municipal, and civil development projects. We have extensive experience in boundary surveys, topographic design surveys, tree surveys, inventory surveys, and underground utility mapping. Our survey team has a dedicated staﬀ of photogrammetrists who specialize in aerial photogrammetry, fixed and aerial LiDAR, and GIS mapping.
Our services for surveying and mapping may include as- built surveys, boundary surveys, eminent domain surveys,
GIS, legal description preparation, plat preparation, property sketches, ROW mapping, SUE, topographic surveys, and utility surveys.
SUE technology combines geophysics, surveying, and civil engineering to better locate underground utilities. This service helps our clients avoid costly utility conflicts and construction delays caused by inaccurately plotted utilities. Our 3D laser scanning equipment allows our survey crews to accurately collect field data comprehensively and, most importantly, safely. Dewberry is one of a select few firms in the state to have this technology.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Environmental/Permitting Services
From determining wetland lines to the understanding of current rules and regulations for water management districts, our
staﬀ has full understanding and experience in providing these services for cities and other governmental agencies. We have obtained permits with various local, state, and federal agencies for a variety of projects. We understand how to prepare permit applications, work closely with the agencies, and obtain permits for your projects. Dewberry will track the permit status for each agency, keep the District informed of the progress of all permits, and respond promptly to all requests for additional information.
As part of our eﬀorts for the Old Hickory CDD, we will assist in determining the permits needed for each development project along with the anticipated schedules for obtaining each permit. Additionally, we have experience in permitting with governmental agencies such as the Water Management Districts, FDEP, Florida Fish and Wildlife Conservation Commission (FFWCC), U.S. Army Corps of Engineers (USACE), and FDOT. We have staﬀ that consists of both engineers and environmental scientists, many of which have worked previously for various permitting agencies.
Landscape Architecture/Planning
Dewberry has extensive landscape architecture experience throughout Florida. Our project experience includes residential, retail oﬃce, mixed-use, streetscapes, and recreational uses, as well as hardscape and irrigation design. Our hardscape designs have included corporate plazas, streetscapes, fountains, amenity areas for multi-family projects, and urban plazas. Our planning services to Old Hickory CDD will include presentations to CDD Commissioners and public meetings, where we would provide assistance to the District for the understanding of technical issues, proposed developments, projected roadway designs, possible ROW changes, and to provide a professional and expert opinion on issues that may be needed by the District. Dewberry can assist the District with the following planning services:
Comprehensive planning
Review of comprehensive plan amendments
Preparing land development regulations, including form based codes, GIS, and mapping services
Transportation planning
Revitalization/redevelopment planning
Public Involvement and Outreach
Open and eﬀective communication is essential to the successful completion of any project. It’s important to develop and maintain a sense of trust and understanding with the public. This is best accomplished by developing a plan tailored to the surrounding community potentially impacted and depending on the nature and extent of the project. Outreach may include a Community Awareness Plan, which would detail the specific methods proposed and list the targeted stakeholders within a specific corridor or project study area. Other public outreach activities could include the management of a project hotline and/or stakeholder database and distributing information through
a variety of notifications to local residents, property owners, schools, businesses, local oﬃcials, and other stakeholders. We have found that evaluation of all potential improvements

and design concepts and sharing the results of extensive data collection early in the study process creates a level of comfort with the public in two respects:
There is an open exchange of information; and
A technically sound approach is being used to serve the best interests of the public.
Coordination with City staﬀ and others will be strengthened by our team’s diverse project experience and previous involvement with a variety of stakeholders. Our team is adept at planning and coordinating public workshops, and smaller homeowner associations, and group workshops.
Construction Administration/CEI
We have continually provided construction administration services to our clients on most of the projects we have designed. Dewberry understands the importance of establishing and maintaining budgets. As a project is constructed,
our team must monitor the project budget and keep the District consistently informed. We have worked with many cities and counties on providing all construction services, including assistance in the preparation of bid documents, prebid meetings, pre-construction meetings, construction administration, site observation, pay application review, and approvals. We also provide shop drawing reviews and approvals per construction documents. We will provide
assistance to District staﬀ in the administration of construction contracts. Our team is currently providing these services to many municipalities across the state of Florida.
Our construction administration staﬀ is prepared to support the District in various construction management related tasks. We routinely perform these services for both our public and private clients. Our services include:
Construction Inspection
Shop Drawing Review
Pay Application Verification
Construction Scheduling
Utility Company Coordination
Final Regulatory Acceptance
Record Drawings
Project Value Engineering
Bid Document Preparation
Bid Summarization and Analysis
Contract Preparation
Task Initiation
Our Project Approach will vary due to the type of assignment; however, the important first steps in task initiation involve data gathering and scope development.
Data Gathering
This phase consists of defining the project objectives, identifying elements involved in the task, conducting a field review meeting (if required), and developing a detailed scope of services. This phase will begin once the District has identified a specific task or project. Once identified, we will coordinate with the District to obtain all existing information. This data collection

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
eﬀort is very important because it provides valuable information before developing the scope of services.

INITIATION OF TASK

If applicable or desired, an on-site field review meeting will be held jointly with the District and other appropriate agencies

COMMUNICATES WITH DISTRICT ENGINEER, REY MALAVE

to discuss the task objectives and identify areas of concern. Discussions regarding the project’s background, scope requirements, constraints, and other relevant issues will be

ONE TASK MANAGER FROM START TO FINISH

Construction plans
Speciﬁcations
Quality Assurance/Quality Control review
Bid documents

DESIGN SERVICES

REVIEW PRELIMINARY DESIGN

Establish/investigate existing conditions
Identify/evaluate alternative solutions
Investigate possible utility conﬂicts
Develop scope for required investigative testing
Develop preliminary design documents
Quality Assurance/Quality Control review
Develop cost estimate
Prepare ﬁnal preliminary design package

PRELIMINARY DESIGN EFFORT

APPROVAL/AUTHORIZATION

Detailed description of project and scope of services
Initial estimate of construction cost and fees
Propose schedule
Identify needs for speciﬁc information/data

COST PROPOSAL

Identify/deﬁne project scope
Initiate site review
Establish key staff
Discuss special issues, concerns, additional stakeholders

PRELIMINARY DESIGN

ASSIGNMENT OF TASK MANAGER

held to understand the overall project goals. Based on the data collection eﬀort and the initial on-site field meeting, the specific plan elements required for the task will be identified and agreed to with the District prior to developing a scope of services.
Scope Development
A detailed scope of services, fee estimate, and schedule for each task will be developed based on the data gathering eﬀorts and discussions. This scope and work eﬀort will be heavily influenced by the quality of the data collected and the specific needs of each task. Man-hour estimates will be provided
for each discipline involved. The scope and work eﬀort will be prepared and negotiated quickly, so as not to aﬀect the
schedule.
Other Considerations
COST CONTROL
We constantly review our designs and look for ways to save our clients time and money. We exercise common sense engineering to provide practical design solutions, not merely based how things have always been done.
PROJECT COSTS
We understand the financial constraints that clients face due to budget cuts and rising construction and ROW costs. We will review all designs prepared by Dewberry or others for cost savings measures that will not aﬀect the intention or safety
of the project. Our recent experience has shown that minor changes in the design can save materials, and reduce or avoid costly business damage claims and ROW impacts. Another key to cost controls is to estimate costs early in the design process and as the design evolves, not just near the end of the design process. Early cost estimating allows for more options to be explored and provides the District with opportunities to adjust budgets as needed.
PROJECT SCHEDULE
The importance of maintaining the project schedule through the design or review process cannot be overstated. Dewberry is committed to developing and adhering to the project schedule for each assignment. This is important to us because if we fail to successfully complete any assignment on time, our ability to obtain additional assignments with Old Hickory will be limited. We will maintain an overall schedule of projects to help with internal and external coordination. We fully understand what is required to keep a project on schedule. Our team will use the following proven actions to control the project schedule:

Typical bid services
Construction administration and inspection

BID AND CONSTRUCTION SERVICES

Experienced Client Manager: Our District Engineer, Rey Malavé, routinely manages multi-discipline projects where coordination is critical. Dewberry’s wide range of in-house
services ensures close coordination between disciplines, enabling us to direct our staﬃng resources.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Weekly Team Meetings: Coordination will be ensured through weekly team meetings. These meetings will be used to track progress on individual tasks and as a
planning tool.
Monthly Progress Reports: Monthly progress reports will be supplied to Old Hickory. These reports will be an
eﬀective snapshot of the status of each assignment and will be used to identify any potential schedule issues.
Being Proactive: We will be proactive (vs. reactive) on all tasks while managing the schedule Emphasis will be placed on the activity start dates to ensure timely
completion.
NPDES MS4 PROGRAM SUPPORT
Having completed numerous programs for other cities and counties, we understand the MS4 Program and have the staﬀ to assist the CDD in updates, compliance questions, and recommendations as needed in the ongoing program.
INDEPENDENT PEER REVIEW
An independent peer review is performed for each phase submittal. Dewberry’s established Quality Management Program requires the review to be performed by senior-level staﬀ not directly involved in the project to make sure quality standards are met are met on every submittal.
CONSTRUCTABILITY/BID-ABILITY REVIEW
Prior to the 90 and 100 percent submittals, the plans will be subjected to a constructability/bid-ability review. This review will be performed by our in-house construction administrators , who are experienced in CDD requirements.

Quality Assurance/Quality Control
Dewberry understands the value of repeat business. Our District Engineer, Rey Malavé, PE, has 28 years of experience servicing a variety of CDDs across Florida. Our commitment to personalized client service is such that we guarantee we will respond to each client’s needs promptly and eﬀectively. From the beginning, we recognized that functional eﬃciency and technical excellence must be provided as a matter of course in engineering design. Each project produced by our firm reflects this corporate commitment to excellence, and our insurance is our Quality Control Plan. Our Quality
Assurance Plan and procedures are based on the philosophies that include:
Plan: Quality is controlled by adequate planning, coordination, supervision, technical direction, proper definition of job requirements and procedures, and the
involvement of experienced professionals.
Do: Quality is achieved by individuals performing work functions carefully and “doing it right the first time.”
Check: Quality is verified through checking, reviewing, and supervising work activities, with documentation by objective individuals who were not directly responsible for
performing the initial work.
Act: Quality is ensured by having a manager perform quality assurance functions that involve monitoring and close review of the work and the procedures used in
performing the work.

I. AUTHORIZED REPRESENTATIVE

The fore

The foregoing is a statement of facts.

31. SIGNATURE

32. DATE
5.27.2024

33. NAME AND TITLE

Rey Malave, Associate Vice President

CO

1

. SIGNATURE

c. NAME AND TITLE

Donald E. Stone, Jr.,

Director/Executive Vic

2. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

a. SIGNATURE

b. DATE
March 28, 2024

c. NAME AND TITLE
Donald E. Stone, Jr., Director/Executive Vice President

COMPANY CONFIDENTIAL AND PROPRIETARY: Use or disclosure of data contained on this sheet is subject to restriction on the title page of this proposal.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
ARCHITECT – ENGINEER QUALIFICATIONS
PART II – GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	1. SOLICITATION NUMBER
(IF ANY)

N/A	
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Orlando branch office)	3. YEAR ESTABLISHED

2013	4. UNIQUE ENTITY IDENTIFIER

K3WDSCEDY1V5	
2b. STREET
800 North Magnolia Avenue, Suite 1000	5. OWNERSHIP	
2c. CITY
Orlando	2d. STATE
FL	2e. ZIP CODE
32803-3251	a. TYPE
Corporation	
6a. POINT OF CONTACT NAME AND TITLE
Kevin E. Knudsen, PE, Vice President	b. SMALL BUSINESS STATUS
No	
6b. TELEPHONE NUMBER
321.354.9646	6c. EMAIL ADDRESS
kknudsen@dewberry.com	7. NAME OF FIRM (If block 2a is a branch office)
The Dewberry Companies Inc.	
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012	8c. UNIQUE ENTITY IDENTIFIER	
Former name of Dewberry Engineers Inc. (DEI): Dewberry-Goodkind, Inc.; Goodkind & O’Dea, Inc.; Goodkind & O’Dea of New York, Inc.; Goodkind & O’Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design-
Builders Inc. (DDB)		DEI: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB: CG6JSKCHEKN6	
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	
b. Discipline	c. Number of Employees	a. Profile Code	
b. Experience	c. Revenue Index Number
(see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	232	9	B02	Bridges	1	
08	CADD Technician	80	8	C16	Construction Surveying	2	
12	Civil Engineer	329	12	E03	Electrical Studies and Design	2	
15	Construction Inspector	121	1	E11	Environmental Planning	1	
16	Construction Manager	66	1	L02	Land Surveying	4	
20	Economists/Financial Analysts	47	4	L10	Land Development, Residential	6	
21	Electrical Engineer	66	1	L11	Land Development, Commercial	4	
24	Environmental Scientist	64	9	L12	Land Development, Industrial	2	
30	Geologist	9	1	L13	Land Development, Public	4	
38	Land Surveyor	211	27	R07	Remote Sensing	1	
39	Landscape Architect	38	4	R11	Rivers; Canals; Waterways; Flood Control	1	
47	Planner: Urban/Regional	37	2	S10	Surveying; Platting; Mapping; Flood Plain Studies	6	
48	Program Analyst/Program Manager	31	3	S13	Storm Water Handling & Facilities	1	
56	Technical/Specification Writer	53	2	T01	Telephone Systems (Rural; Mobile; Intercom, Etc.)	2	
57	Structural Engineer	145	6	T02	Testing & Inspection Services	1	
58	Technician/Analyst	3	1	T03	Traffic & Transportation Engineering	8	
60	Transportation Engineer	174	28	T04	Topographic Surveying and Mapping	5	
62	Water Resources Engineer	117	3	T05	Towers (Self-Supporting & Guyed Systems)	3	
	Water/Wastewater Engineer	101	6	W02	Water Resources; Hydrology; Ground Water	1	
	Other Employees	520		W03	Water Supply; Treatment and Distribution	7	
Total	2444	128				
11. ANNUAL AVERAGE PROFESSIONAL SERVICES	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25 million
$500,000 to less than $1 million	9. $25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
REVENUES OF FIRMS FOR LAST 3 YEARS		
(Insert revenue index number shown at right)		
a. Federal Work	1		
b. Non-Federal Work	8		
c. Total Work	8		

CO

1

. SIGNATURE

c. NAME AND TITLE

Donald E. Stone, Jr.,

Director/Executive Vic

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
ARCHITECT – ENGINEER QUALIFICATIONS
PART II – GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	1. SOLICITATION NUMBER
(IF ANY)

N/A	
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Jacksonville branch office)	3. YEAR ESTABLISHED

2014	4. UNIQUE ENTITY IDENTIFIER

K3WDSCEDY1V5	
2b. STREET
200 West Forsyth Street, Suite 1100	5. OWNERSHIP	
2c. CITY
Jacksonville	2d. STATE
FL	2e. ZIP CODE
32202-3646	a. TYPE
Corporation	
6a. POINT OF CONTACT NAME AND TITLE
Amy L. Tracy, Senior Associate, Market Segment Leader	b. SMALL BUSINESS STATUS
No	
6b. TELEPHONE NUMBER
904.508.9839	6c. EMAIL ADDRESS
atracy@dewberry.com	7. NAME OF FIRM (If block 2a is a branch office)
The Dewberry Companies Inc.	
8a. FORMER FIRM NAME(S) (If any)

Former name of Dewberry Engineers Inc. (DEI): Dewberry-Goodkind, Inc.; Goodkind & O’Dea, Inc.; Goodkind & O’Dea of New York, Inc.; Goodkind & O’Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)	8b. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012	8c. UNIQUE ENTITY IDENTIFIER

DEI: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB: CG6JSKCHEKN6	
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	
b. Discipline	c. Number of Employees	a. Profile Code	
b. Experience	c. Revenue Index Number (see below)	
		(1) FIRM	(2) BRANCH				
24	Environmental Scientist	54	2	C16	Construction Surveying	1	
48	Program Analyst/Program Manager	31	1	D10	Disaster Work	1	
	Water/Wastewater Engineer	101	2	L02	Land Surveying	1	
				S10	Surveying; Platting; Mapping; Flood Plain Studies	3	
				T03	Traffic & Transportation Engineering	1	
				T04	Topographic Surveying and Mapping	1	
				W02	Water Resources; Hydrology; Ground Water	1	
				W03	Water Supply; Treatment and Distribution	1	

							

							

							
							
	Other Employees	2067					
Total	2444	5				
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25 million
$500,000 to less than $1 million	9. $25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
a. Federal Work	1		
b. Non-Federal Work	3		
c. Total Work	3		

2. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

a. SIGNATURE

b. DATE
March 28, 2024

c. NAME AND TITLE
Donald E. Stone, Jr., Director/Executive Vice President

COMPANY CONFIDENTIAL AND PROPRIETARY: Use or disclosure of data contained on this sheet is subject to restriction on the title page of this proposal.

1

. SIGNATURE

c. NAME AND TITLE

Donald E. Stone, Jr.,

Director/Executive Vic

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
ARCHITECT – ENGINEER QUALIFICATIONS
PART II – GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	1. SOLICITATION NUMBER
(IF ANY)

N/A	
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Lakeland branch office)	3. YEAR ESTABLISHED

2021	4. UNIQUE ENTITY IDENTIFIER

K3WDSCEDY1V5	
2b. STREET
1479 Town Center Drive, Suite D214	5. OWNERSHIP	
2c. CITY
Lakeland	2d. STATE
FL	2e. ZIP CODE
33803-7974	a. TYPE
Corporation	
6a. POINT OF CONTACT NAME AND TITLE
Robert Beltran, Jr., PE, Vice President	b. SMALL BUSINESS STATUS
No	
6b. TELEPHONE NUMBER
863.345.1470	6c. EMAIL ADDRESS
rbeltran@dewberry.com	7. NAME OF FIRM (If block 2a is a branch office)
The Dewberry Companies Inc.	
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012	8c. UNIQUE ENTITY IDENTIFIER	
Former name of Dewberry Engineers Inc. (DEI): Dewberry-Goodkind, Inc.; Goodkind & O’Dea, Inc.; Goodkind & O’Dea of New York, Inc.; Goodkind & O’Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)		
DEI: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB: CG6JSKCHEKN6	
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	
b. Discipline	c. Number of Employees	a. Profile Code	
b. Experience	c. Revenue Index Number (see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	232	2	H04	Heating; Ventilating; Air Conditioning	1	
08	CADD Technician	80	2	S03	Seismic Designs & Studies	1	
12	Civil Engineer	329	1	W02	Water Resources; Hydrology/ Ground Water	2	
24	Environmental Scientist	64	2	W03	Water Supply; Treatment & Distribution	2	
29	Geographic Information System Specialist	95	2				
62	Water Resources Engineer	117	1				
	Water/Wastewater Engineer	101	7				

							

							

							

	Other Employees	1426					
Total	2444	17				
11. ANNUAL AVERAGE PROFESSIONAL SERVICES	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25 million
$500,000 to less than $1 million	9. $25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
REVENUES OF FIRMS FOR LAST 3 YEARS		
(Insert revenue index number shown at right)		
a. Federal Work	1		
b. Non-Federal Work	4		
c. Total Work	4		

2. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

a. SIGNATURE

b. DATE
March 28, 2024

c. NAME AND TITLE
Donald E. Stone, Jr., Director/Executive Vice President

COMPANY CONFIDENTIAL AND PROPRIETARY: Use or disclosure of data contained on this sheet is subject to restriction on the title page of this proposal.

C

c. NAME AND TITLE

a. SIGNATURE

Donald E. Stone, Jr.,

Director/Executive Vic

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

a. SIGNATURE

b. DATE
March 28, 2024

c. NAME AND TITLE
Donald E. Stone, Jr., Director/Executive Vice President

COMPANY CONFIDENTIAL AND PROPRIETARY: Use or disclosure of data contained on this sheet is subject to restriction on the title page of this proposal.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
ARCHITECT – ENGINEER QUALIFICATIONS
PART II – GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	1. SOLICITATION NUMBER
(IF ANY)

N/A	
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Panama City branch office)	3. YEAR ESTABLISHED

2016	4. UNIQUE ENTITY IDENTIFIER

K3WDSCEDY1V5	
2b. STREET
203 Aberdeen Parkway	5. OWNERSHIP	
2c. CITY
Panama City	2d. STATE
FL	2e. ZIP CODE
32405-6457	a. TYPE
Corporation	
6a. POINT OF CONTACT NAME AND TITLE
Jonathan Sklarski, PE, Associate Vice President	b. SMALL BUSINESS STATUS
No	
6b. TELEPHONE NUMBER
850.571.1200	6c. EMAIL ADDRESS
jsklarski@dewberry.com	7. NAME OF FIRM (If block 2a is a branch office)
The Dewberry Companies Inc.	
8a. FORMER FIRM NAME(S) (If any)	8b. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012	8c. UNIQUE ENTITY IDENTIFIER	
Former name of Dewberry Engineers Inc. (DEI): Dewberry-Goodkind, Inc.; Goodkind & O’Dea, Inc.; Goodkind & O’Dea of New York, Inc.; Goodkind & O’Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)		
DEI: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB: CG6JSKCHEKN6	
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	
b. Discipline	c. Number of Employees	a. Profile Code	
b. Experience	c. Revenue Index Number (see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	232	2	B02	Bridges	1	
08	CADD Technician	80	3	C08	Codes; Standards; Ordinances	1	
12	Civil Engineer	329	11	C15	Construction Management	1	
15	Construction Inspector	121	6	D10	Disaster Work	4	
16	Construction Manager	66	1	E09	Environmental Impact Studies, Assessments or Statements	1	
24	Environmental Scientist	64	1	E11	Environmental Planning	1	
38	Land Surveyor	211	22	E12	Environmental Remediation	1	
42	Mechanical Engineer	135	1	H04	Heating; Ventilating; Air Conditioning	1	
62	Water Resources Engineer	117	1	H07	Highways; Streets; Airfield Paving; Parking Lots	3	
				H13	Hydrographic Surveying	1	
				L02	Land Surveying	1	
				L11	Land Development; Commercial	1	
				S01	Safety Engineering; Accident Studies; OSHA Studies	1	
				S04	Sewage Collection, Treatment and Disposal	1	
				S10	Surveying; Platting; Mapping; Flood Plain Studies	6	
				T02	Testing & Inspection Services	1	
				T03	Traffic & Transportation Engineering	1	
	Other Employees	1089		W02	Water Resources; Hydrology; Ground Water	1	
Total	2444	48	W03	Water Supply; Treatment and Distribution	1	
11. ANNUAL AVERAGE PROFESSIONAL SERVICES	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25 million
$500,000 to less than $1 million	9. $25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
REVENUES OF FIRMS FOR LAST 3 YEARS		
(Insert revenue index number shown at right)		
a. Federal Work	3		
b. Non-Federal Work	7		
c. Total Work	7		

CO

1

. SIGNATURE

. NAME AND TITLE

Donald E. Stone, Jr.,

Director/Executive Vic

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

a. SIGNATURE

b. DATE
April 9, 2024

c. NAME AND TITLE
Donald E. Stone, Jr., Director/Executive Vice President

COMPANY CONFIDENTIAL AND PROPRIETARY: Use or disclosure of data contained on this sheet is subject to restriction on the title page of this proposal.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
ARCHITECT – ENGINEER QUALIFICATIONS
PART II – GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)	1. SOLICITATION NUMBER
(IF ANY)	
2a. FIRM (or Branch Office) NAME
Dewberry Engineers Inc. (Raleigh branch office)	3. YEAR ESTABLISHED
2013	4. UNIQUE ENTITY IDENTIFIER
K3WDSCEDY1V5	
2b. STREET
2610 Wycliff Road, Suite 410	5. OWNERSHIP	
2c. CITY
Raleigh	2d. STATE
NC	2e. ZIP CODE
27607-3073	a. TYPE
Corporation	
6a. POINT OF CONTACT NAME AND TITLE
Matthew B. West, PE, LEED AP, Vice President	b. SMALL BUSINESS STATUS
No	
6b. TELEPHONE NUMBER
919.424.3770	6c. EMAIL ADDRESS
mwest@dewberry.com	7. NAME OF FIRM (If block 2a is a branch office)
The Dewberry Companies Inc.	
8a. FORMER FIRM NAME(S) (If any)
Former name of Dewberry Engineers Inc. (DEI): Dewberry-Goodkind, Inc.; Goodkind & O’Dea, Inc.; Goodkind & O’Dea of New York, Inc.; Goodkind & O’Dea, Inc. (partnership); A.E. Friedgen, Inc.
Affiliated companies: Dewberry Architects Inc. (DAI); Dewberry Design- Builders Inc. (DDB)	8b. YEAR ESTABLISHED

Dewberry Engineers Inc.: 2012	8c. UNIQUE ENTITY IDENTIFIER

DEI: K3WDSCEDY1V5; DAI: DB9NCZBFDDN3; DDB: CG6JSKCHEKN6	
9. EMPLOYEES BY DISCIPLINE	10. PROFILE OF FIRM’S EXPERIENCE AND
ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS	
a. Function Code	
b. Discipline	c. Number of Employees	a. Profile Code	
b. Experience	c. Revenue Index Number
(see below)	
		(1) FIRM	(2) BRANCH				
02	Administrative	276	18	C11	Community Facilities	3	
05	Archeologist	9	1	C12	Communications Systems; TV; Microwave	4	
07	Biologist	10	2	C15	Construction Management	2	
08	CADD Technician	83	4	E02	Educational Facilities; Classrooms	6	
12	Civil Engineer	340	19	E03	Electrical Studies and Design	3	
15	Construction Inspector	128	2	E11	Environmental Planning	2	
16	Construction Manager	62	1	H04	Heating; Ventilating; Air Conditioning	5	
21	Electrical Engineer	68	32	H05	Health Systems Planning	2	
24	Environmental Scientist	54	3	H09	Hospital & Medical Facilities	7	
29	Geographic Information System Specialist	113	2	I03	Industrial Waste Treatment	4	
38	Land Surveyor	194	15	L01	Laboratories; Medical Research Facilities	3	
39	Landscape Architect	37	6	L11	Land Development, Commercial	3	
42	Mechanical Engineer	153	55	M05	Military Design Standards	4	
47	Planner: Urban/Regional	40	2	O01	Office Buildings; Industrial Parks	2	
48	Program Analyst/Program Manager	30	3	P12	Power Generation, Transmission, Distribution	4	
49	Remote Sensing Specialist	16	1	R04	Recreation Facilities (Parks, Marinas, Etc.)	2	
56	Technical/Specification Writer	55	8	S04	Sewage Collection, Treatment and Disposal	3	
57	Structural Engineer	140	10	S09	Structural Des; Special Struct	3	
60	Transportation Engineer	180	12	S10	Surveying; Platting; Mapping; Flood Plain Studies	5	
62	Water Resources Engineer	132	4	S13	Storm Water Handling & Fac	2	
	QA/QC Specialists	4	1	T01	Telephone Systems (Rural; Mobile; Intercom, Etc.)	4	
	Site Acquisition Specialist	12	8	T02	Testing & Inspection Services	2	
	Water/Wastewater Engineer	102	13	T03	Traffic & Transportation Engineering	5	
	Other Employees	280		W02	Water Resources; Hydrology; Ground Water	4	
Total	2518	222	W03	Water Supply; Treatment and Distribution	6	
11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at right)	PROFESSIONAL SERVICES REVENUE INDEX NUMBER
Less than $100,000	6. $2 million to less than $5 million
$100,000 to less than $250,000	7. $5 million to less than $10 million
$250,000 to less than $500,000	8. $10 million to less than $25 million
$500,000 to less than $1 million	9. $25 million to less than $50 million
$1 million to less than $2 million	10. $50 million or greater	
a. Federal Work	6		
b. Non-Federal Work	9		
c. Total Work	9		

SECTION 2: Firm Licenses

FIRM LICENSES
State Licenses

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7R DXWKHQWLFDWH WKLV FHUWLILFDWH,YLVLW WKH IROORZLQJ VLWH,HQWHU WKLV QXPEHU, DQG WKHQ IROORZ WKH LQVWUXFWLRQV GLVSOD\HG.
KWWSV://VHUYLFHV.VXQEL].RUJ/)LOLQJV/&HUWLILFDWH2I6WDWXV/&HUWLILFDWH$XWKHQWLFDWLRQ

Please be advised that as of February 2021, the Florida Board of Professional Engineers (FBPE) does not require companies to renew their engineering licensure and therefore no longer have printable licenses nor applicable expiration dates, only a requirement that they be currently listed on the Board’s registry. Dewberry Engineers Inc. is up-to-date on professional registration to the board, which can be confirmed with a Florida Department of Business & Professional Regulation (DBPR) licensee search.

Personnel Licenses

	

Society of Wetland Scientists Professional Certification Program, Inc

renews the designation

Professional Wetland Scientist
For

Nicole Gough

In recognition of all the professional requirements approved by the Society of Wetland Scientists Certification Renewal Program, and verified by the Society s Certification Renewal Review Panel!
Professional Wetland Scientist "umber #$%$ issued on &'($'#)($ and recertified on #'('#)#)!
*ue to recertify again by &'($'#)#$!

+atthew Simpson, PWS
President

Pat Frost, PWS Certification Renewal Chair

SECTION 3: Qualiﬁcations and Experience

QUALIFICATIONS AND EXPERIENCE

WHY DEWBERRY?
OUR ORLANDO OFFICE IS LOCATED APPROXIMATELY 33 MILES FROM OLD HICKORY CDD

LOCAL, EXPERIENCED DISTRICT ENGINEER READY TO WORK FOR YOU

COMPREHENSIVE UNDERSTANDING OF CDD’S INFRASTRUCTURE AND OPERATIONAL NEEDS

350+ EMPLOYEES IN 15 OFFICES WITHIN FLORIDA, COLLABORATING TO SERVE OVER 50 CDDs IN FLORIDA

COHESIVE GROUP OF PROFESSIONALS INTEGRATED ACROSS SERVICE AREAS TO LEVERAGE SUCCESS FOR OUR CLIENTS

60+ YEARS HELPING CLIENTS BUILD AND SHAPE COMMUNITIES

Ability and Adequacy of Professional Personnel
We have carefully selected our team of professionals and technical experts to match our experience and expertise with the qualifications required. Our firm has a wide array of experience, disciplines, and resources available to provide the required services to the Old Hickory CDD. Our team can provide engineering design, planning management, technical, and administrative services as requested and will make a commitment to prioritize the CDD’s needs.

Rey Malavé, PE
DISTRICT ENGINEER

Joey Duncan, PE
ASSISTANT DISTRICT ENGINEER

Our District Engineer, Rey Malavé, PE, has 45 years of experience in civil engineering design and a diversified background in the designing and permitting of municipal infrastructure systems. His areas of expertise includes stormwater management systems, sanitary sewage collection systems, water distribution systems, and site development. He has managed and participated in the planning and designing of numerous large, complex projects for public and private clients. He has extensive knowledge of permitting requirements and has developed a rapport with permitting agencies, including the FDEP, FDOT, SWFWMD, and other local agencies. He has served as the District Engineer for over 25 CDDs and Improvement Districts in Florida.

Serving as Assistant District Engineer is Joey Duncan, PE. He has 42 years of experience in program management and civil engineering for both the public and private sectors, with an emphasis on the planning, design, and construction of water and power infrastructure. Previously, Joey Duncan served

the City of Jacksonville for over five years as Director of Public Works. Under his leadership, the team has provided a range of experts that meet each of the needs under this contract. This experience included infrastructure review, floodplain mapping, SWMM Modeling, FEMA coordination, resiliency, water quality, and CIP development.
Joey has a proven track record for meeting budgets and schedules on complex and short time frame design projects. He is known for his ability to quickly adapt to changing schedules, design parameters, and client needs. Joey’s diversified background in engineering design includes all aspects of land development engineering including master drainage, stormwater management design, site grading, water and reclaim distribution, sewer collection/transmission systems, and project reviews for permitting agencies.

WE BUILD strong and lasting relationships with our clients. The caliber of our people and combining unsurpassed client service with deep subject matter expertise is what sets us apart.
We operate with the highest level of ethics and transparency. Our integrity—and that of our people—is second to none. Personal
commitment to our clients and standing behind
our work are two central tenants of our cultural statement, “Dewberry at Work.”

Our project management and organizational structure within each key service areas demonstrates our thorough understanding of the scope of this contract and our desire to meet the objectives of the project assignments.
Our senior experienced professionals are well versed in addressing their particular specialty area and have associates working under their direction to tackle any assignment from Old Hickory CDD eﬃciently. This organizational structure has a long history of success as a model that Dewberry has implemented across the country for similar CDDs and public agencies.
We will continue to develop and apply innovative concepts and techniques to design and manage all tasks eﬀectively and eﬃciently. It is important to note that Dewberry is a full-service civil engineering firm that can meet your needs for any project – large or small. Dewberry can react quickly to client requests and provide all technical support under one roof.
Certified Minority Business
Dewberry Engineers Inc. is not a certified minority business.

Willingness to Meet Time and Budget Requirements
Dewberry recognizes the importance of maintaining project budgets. We have a long history of providing on-schedule services and projects that fit within the client’s budget.
Over 85% of our work is from repeat clients, a testament to our ability to work within a budget and schedule.
The following proven actions will be used by our team to control the project budget:
Experienced Staﬀ: The most eﬀective means of meeting the design budget and schedule is by using experienced staﬀ with the knowledge, training, and equipment necessary to perform their assigned tasks. Dewberry‘s Project Team has these attributes.
Construction Budget Controls: We are acutely aware of the volatile construction materials market and its impact on construction budgets. As such, we periodically update our cost data to verify that the most current unit prices are being used for the construction cost estimates.
Project Schedule: One way we keep costs in line is by developing and maintaining a schedule for each task. We build a design quality control checking date into every schedule prior to the submittal date for all project deliverables. We have found that
focusing on the submittal date often results in rushed or incomplete quality control checks of the plans.
Therefore, we will schedule a quality check date at least two weeks prior to the submittal date to make sure that the process is completed. This also allows our District Engineer and team to focus on the quality control date, resulting in plenty of time for the process to work and thus further committing to the project’s budget.

Past Experience and Performance
For more than 45 years, our land development professionals have combined an unsurpassed commitment to serving Florida developers with deep subject matter expertise in a broad spectrum of professional services. We have served as District Engineer for over 50 CDDs across Florida, varying in size from 200 acres to close to 10,000 acres. We are experienced in CDDs from the creation to operations.
Our clients benefit from our local experience and presence and our familiarity with entitlement issues, plan development and review processes, and local codes and ordinances. We oﬀer creative and cost-eﬀective designs that transform communities.
We provide our residential clients with a range of services that include land planning, entitlement approval, infrastructure design and permitting, surveying, stormwater modeling, environmental review and
permitting, sustainable design, landscape architecture, and cost and schedule estimating. We envision possibilities to enrich communities, restore environments, and manage positive change.

The table shown on the following page demonstrates our CDD experience throughout Florida.

DISTRICT ENGINEER PLANNING
DUE DILIGENCE CIVIL ENGINEERING ROADWAY DESIGN
STORMWATER DESIGN
ENVIRONMENTAL/ PERMITTING
LANDSCAPE ARCHITECTURE SURVEY
CONSTRUCTION ADMIN

CDD, LOCATION
Baytree CDD, Brevard County, FL	

	

			
	
Cascades at Groveland CDD, Groveland, FL	

	

	

	
Country Greens CDD (Sorrento Springs CDD), Lake County, FL	

	

	

	
	
Covington Park CDD, Hillsborough County, FL	

	

	

	
Deer Run CDD, City of Bushnell, FL	

	

	

	
	
Dowden West CDD, Orange County, FL	

	

	

	
	
East Park CDD, Orange County, FL	

	

		

Greater Lakes - Sawgrass Bay CDD, Lake Wales, FL	

	

	

	
Highland Meadows CDD, Polk County, FL	

	

	

	
Lake Emma CDD, Groveland, FL	

	

	

	
	
Lakewood Ranch CDDs 1, 2, 4, 5, 6, Manatee County, FL	

	

	

	
Lakewood Ranch Stewardship, Manatee County, FL	

	

	

	
Live Oak Lake (Twin Lakes Development) CDD, Osceola County, FL	

	

	

	
	
Montecito CDD, Brevard County, FL	

	

	

	
Narcoossee CDD, Orange County, FL	

	

	

	
On-Top-of-the-World CDDs, Marion County, FL	

	

	

	
	
Osceola Chain of Lakes, Osceola County, FL	

	

	

	
	
Reedy Creek Improvement District, Osceola County, FL	

	

		

Reunion Resort CDD, Osceola County, FL	

	

	

	
East 547 CDD, Polk County, FL	

	

		

Eden Hills CDD, Polk County, FL	

	

		

VillaSol CDD, Osceola County, FL	

	

	

	
	
West Villages Improvement District, Sarasota County, FL	

	

	

	

Geographic Location
Dewberry’s headquarters are located in Fairfax, at 8401 Arlington Boulevard, Fairfax, VA 22031. Local to Old Hickory, Dewberry has 15 oﬃce locations and over 350 employees in Florida, where we bring expertise, qualifications, and resources to clients throughout the State.
Located in our Orlando oﬃce at 800 North Magnolia Avenue, Suite 1000, Rey and members of the project team will be responsive, make frequent visits, and be readily available for meetings, presentations, or site visits. Additionally, our project team includes local Orlando staﬀ members proposed for this contract, which leads all components of our assignments to be developed concurrently by a cohesive team.
Thanks to our extensive presence across Florida, and specifically, in Central Florida, our approach to the District’s projects will combine our understanding of the various project assignments with our experience in identifying the District’s needs to develop the appropriate project team for each assignment. This allows us to minimize the time needed from project request to “boots on the ground” activity.
In addition, our Project Team is supported by nationally-recognized subject matter experts and dedicated quality control staﬀ who have the required capacity to provide the array of required services to the Old Hickory CDD. This depth of organization permits us to call upon specialists and a broad base of support to satisfy diverse or manpower intensive tasks.

Recent, Current, and Projected Workloads
Dewberry has an excellent track record of meeting time and budget requirements on the projects we highlighted in this response and are committed to meeting the goals of the Old Hickory CDD.
Our team, supported by a strong in-house team of infrastructure design specialists, planners, surveyors, environmental scientists, ROW mappers, roadway engineers, MOT engineers, and construction inspection personnel. As such, Dewberry has the capacity to address all of the District’s needs throughout the term of this contract.
Due to the capacity and availability of our proposed staﬀ, we can commit our dedicated team members for these important projects. Our proposed District Engineer has 40% availability.
Volume of Work
We have not worked with the Old Hickory CDD, but Dewberry has extensive working experience with numerous CDDs. As demonstrated throughout our proposal, we currently serve as the District Engineer for over 50 CDDs in Florida, which allows us to provide Old Hickory with the unique experience, familiarity, and understanding of the type of services that will be requested.

SWEETBAY COMMUNITY DEVELOPMENT DISTRICT.

www.dewberry.com

Section VI

Section A

Section 1

Michael J. Beaudine
Jan Albanese Carpenter Daniel H. Coultoff Sarah M. Dinon
Jennifer S. Eden Dorothy F. Green Bruce D. Knapp Peter G. Latham	201 SOUTH ORANGE AVENUE, SUITE 1400
ORLANDO, FLORIDA 32801 POST OFFICE BOX 3353 ORLANDO, FLORIDA 32802
TELEPHONE: (407) 481-5800
FACSIMILE: (407) 481-5801
WWW.LATHAMLUNA.COM	Jay E. Lazarovich Marc L. Levine Justin M. Luna Lori T. Milvain
Benjamin R. Taylor Christina Y. Taylor Kristen E. Trucco Daniel A. Velasquez	

To:	CDD Board of Supervisors

From:	District Counsel (Jan Albanese Carpenter, Esq., Jay E. Lazarovich, Esq. and Kristen E. Trucco, Esq.)
Re:	Recently Enacted Legislation (2024)

Date:	May 31, 2024

We are providing you with information about new legislation which affects special districts in the State of Florida. House Bill (“HB”) 7013 was recently signed into law and will go into effect July 1, 2024.
HB 7013 creates a requirement for special districts, including community development districts (“CDDs”), to prepare and publish a report of goals/objectives, performance measurement standards for such goals/objectives and the results of such goals/objectives. Specifically, by October 1, 2024, or by the end of the first full fiscal year after the establishment of a special district, whichever is later, “each special district must establish goals and objectives for each program and activity undertaken by the district, as well as performance measures and standards to determine if the district’s goals and objectives are being achieved.” By December 1 of each year thereafter (beginning December 1, 2025), an annual report must be prepared and published on the district’s website describing the goals and objectives achieved or failed to be achieved, as well as the performance measures and standards used by the district to make that determination. District Managers should prepare draft goals/objectives and performance measures and standards for review and adoption by CDD boards at or before the CDD’s September board meeting. Boards may ultimately decide to tailor those goals and objectives, as well as the measurement standards for each goal, to their specific CDD.

HB 7013 also repealed Section 190.047, Florida Statutes, which, among other things, required CDDs to hold a referendum at a general election on the question of whether to incorporate after certain requirements were met by the CDD. Effective July 1, 2024, CDDs will no longer be required to conduct such a referendum.
HB 7013 added a number of other provisions that are applicable to special districts. However, CDDs were specifically excluded from those provisions in the text of the new legislation. More detail on the new provisions that do not apply to CDDs is available upon request. Please feel free to contact the District Manager or our office should you have any questions on this new legislation or any other CDD requirements.

Thank you.

Section C

Section 1

Old Hickory
Community Development District

Summary of Invoices

May 01, 2024 - May 31, 2024

Fund	Date	Check No.'s	Amount	
General Fund				
	5/8/24	340-342	$	12,655.68	
	5/14/24	343-344	6,043.05	
	5/21/24	345-346	663.96	
	5/29/24	347	523.26	
			$	19,885.95	
Payroll	
May 2024			
	Adam Morgan	50063	$	184.70	
	D. Lane Register	50064	$	184.70	
	Jarred Cornell	50065	$	184.70	
	Patrick Bonin Jr.	50066	$	184.70	
			$	738.80	
	TOTAL		$ 20,624.75	

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	6/11/24	PAGE	1
*** CHECK DATES 05/01/2024 - 05/31/2024 ***	OLD HICKORY - GENERAL FUND
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
5/08/24 00010	4/30/24 219460	202404 320-53800-47000	*	1,334.00
AQUATIC PLANT MGMT APR24
APPLIED AQUATICS MANAGEMENT INC	1,334.00 000340
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/08/24 00009	5/01/24 25337	202405 320-53800-46200	*	11,301.00
LAWN MAINTENANCE MAY24
FLORALAWN 2, LLC	11,301.00 000341
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/08/24 00012	5/01/24 05012024 202405 300-20700-10000	*	20.68
FY24 SPCL ASMNT SER2020
OLD HICKORY CDD C/O USBANK	20.68 000342
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/14/24 00001	5/01/24 96	202405 310-51300-34000	*	3,246.25
MANAGEMENT FEES MAY24
5/01/24 96	202405 310-51300-35300	*	100.00
WEBSITE ADMIN MAY24
5/01/24 96	202405 310-51300-35100	*	150.00
INFORMATION TECH MAY24
5/01/24 96	202405 310-51300-31300	*	291.67
DISSEMINATION FEE MAY24
5/01/24 96	202405 310-51300-51000	*	.21
OFFICE SUPPLIES
5/01/24 96	202405 310-51300-42000	*	3.20
POSTAGE
5/01/24 96	202405 310-51300-42500	*	13.65
COPIES
5/01/24 97	202405 320-53800-12000	*	1,391.25
FIELD MANAGEMENT MAY24
GOVERNMENTAL MANAGEMENT SERVICES	5,196.23 000343
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/14/24 00012	5/08/24 05082024 202405 300-20700-10000	*	846.82
FY24 SPCL ASMNT SER2020
OLD HICKORY CDD C/O USBANK	846.82 000344
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/21/24 00002	5/15/24 128939	202404 310-51300-31500	*	348.96
MTG/TSK LIST/PH4 PLAT/DOC
LATHUM, LUNA, EDEN & BEAUDINE	348.96 000345
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/21/24 00022	4/29/24 023068.0 202404 310-51300-31100	*	315.00
BOS MTG/RESRCH CERT.TRNSF
MADDEN, MOORHEAD & STOKES LLC	315.00 000346
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5/29/24 00005	5/06/24 92984170 202405 310-51300-48000	*	523.26
RFQ ENGINEER SVC 05/28/24
ORLANDO SENTINEL	523.26 000347
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK A	19,885.95 OLDH OLD HICKORY CD TVISCARRA

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	6/11/24	PAGE	2
*** CHECK DATES 05/01/2024 - 05/31/2024 ***	OLD HICKORY - GENERAL FUND
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#

TOTAL FOR REGISTER	19,885.95

OLDH OLD HICKORY CD TVISCARRA

Section 2

Old Hickory
Community Development District

Unaudited Financial Reporting
May31,2024

Table of Contents

1	Balance Sheet

2	General Fund Income Statement

3	Debt Service Fund Series 2020 Income Statement

4	Month to Month

5	Long Term Debt Summary

6	Assessment Receipt Schedule

Old Hickory
Community Development District Balance Sheet
May 31, 2024

	General Fund	Debt Service Fund	Totals Governmental Funds	
Assets:
Cash - Truist Bank Investments:
Series 2020
Reserve Revenue Prepayment
State Board of Administration	

$	53,130

$	-
$	-
$	-
$	368,499	

$	-

$	177,750
$	401,746
$	4,182
$	-	

$	53,130

$	177,750
$	401,746
$	4,182
$	368,499	
Total Assets	$	421,629	$	583,678	$	1,005,307	
Liabilities:
Accounts Payable	

$	4,600	

$	-	

$	4,600	
Total Liabilities	$	4,600	$	-	$	4,600	

Fund Balances:
Restricted For Debt Service 2020 Unassigned	

$	-
$	417,029	

$	583,678
$	-	

$	583,678
$	417,029	
Total Fund Balances	$	417,029	$	583,678	$	1,000,707	
				
Total Liabilities & Fund Equity	$	421,629	$	583,678	$	1,005,307	

Old Hickory
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance For The Period Ending May 31, 2024

Adopted	Prorated Budget	Actual	
Budget	Thru 05/31/24	Thru 05/31/24	Variance	

Revenues:		
Special Assessments	$	451,730	$	449,988	$	449,988	$	-	
Interest	$	-	$	-	$	8,499	$	8,499	
Total Revenues	$	451,730	$	449,988	$	458,488	$	8,499	

Expenditures:					
Administrative:					
Supervisor Fees	$	12,000	$	8,000	$	3,600	$	4,400	
FICA Expense	$	918	$	612	$	275	$	337	
Engineering Fees	$	12,000	$	8,000	$	420	$	7,580	
Attorney	$	25,000	$	16,667	$	1,433	$	15,233	
Arbitrage	$	450	$	450	$	450	$	-	
Dissemination	$	3,500	$	2,333	$	2,333	$	(0)	
Annual Audit	$	5,100	$	5,100	$	4,600	$	500	
Trustee Fees	$	4,050	$	4,050	$	4,041	$	9	
Assessment Administration	$	5,300	$	5,300	$	5,300	$	-	
Management Fees	$	38,955	$	25,970	$	25,970	$	-	
Information Technology	$	1,800	$	1,200	$	1,200	$	-	
Website Maintenance	$	1,200	$	800	$	800	$	-	
Telephone	$	50	$	33	$	-	$	33	
Postage	$	1,000	$	667	$	85	$	581	
Insurance	$	6,210	$	6,210	$	5,843	$	367	
Printing & Binding	$	500	$	333	$	24	$	309	
Legal Advertising	$	2,500	$	1,667	$	523	$	1,143	
Other Current Charges	$	600	$	400	$	359	$	41	
Office Supplies	$	150	$	100	$	16	$	84	
Property Appraiser	$	500	$	500	$	221	$	279	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Total Administrative:	$	121,958	$	88,567	$	57,670	$	30,897	
Operations & Maintenance					
Field Operations	$	16,695	$	11,130	$	11,130	$	-	
Property Insurance	$	2,500	$	2,500	$	2,244	$	256	
Electric	$	1,500	$	1,000	$	230	$	770	
Streetlights	$	101,430	$	67,620	$	60,193	$	7,427	
Water & Sewer	$	24,940	$	16,627	$	16,301	$	326	
Landscape Maintenance	$	142,393	$	94,929	$	84,734	$	10,195	
Landscape Contingency	$	7,500	$	5,000	$	-	$	5,000	
Irrigation Repairs	$	7,500	$	5,000	$	7,222	$	(2,222)	
Lake Maintenance	$	16,464	$	10,976	$	9,338	$	1,638	
Repairs & Maintenance	$	2,500	$	1,667	$	190	$	1,477	
Walls, Entry & Monuments	$	2,500	$	1,667	$	-	$	1,667	
Contingency	$	3,850	$	2,567	$	-	$	2,567	
Total Operations & Maintenance:	$	329,772	$	220,681	$	191,582	$	29,100	
					
Total Expenditures	$	451,730	$	309,248	$	249,251	$	59,997	
					
Excess Revenues (Expenditures)	$	-		$	209,236		
					
Fund Balance - Beginning	$	-		$	207,793		
					
Fund Balance - Ending	$	-		$	417,029		

Old Hickory
Community Development District Debt Service Fund - Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance For The Period Ending May 31, 2024

Adopted	Prorated Budget	Actual	
Budget	Thru 05/31/24	Thru 05/31/24	Variance	

Revenues:		
Special Assessments	$	356,100	$	353,942	$	353,942	$	-	
Interest	$	7,500	$	5,000	$	14,587	$	9,587	
Total Revenues	$	363,600	$	358,942	$	368,529	$	9,587	

Expenditures:					
Series 2020
Interest - 12/15	

$	111,538	

$	111,538	

$	111,538	

$	-	
Principal - 06/15	$	130,000	$	-	$	-	$	-	
Interest - 06/15	$	111,538	$	-	$	-	$	-	
Total Expenditures	$	353,075	$	111,538	$	111,538	$	-	

Other Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	-	$	-	
Total Other Financing Sources (Uses)	$	-	$	-	$	-	$	-	
					
Excess Revenues (Expenditures)	$	10,525		$	256,992		
					
Fund Balance - Beginning	$	144,553		$	326,686		
					
Fund Balance - Ending	$	155,078		$	583,678		

Old Hickory
Community Development District Month to Month
	Oct		Nov	Dec	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sept		Total	
Revenues:																
Assessments	$	-	$	20,394  $	410,983	$	5,294	$	5,111	$	4,139	$	2,991	$	1,077	$	-	$	-	$	-	$	-	$	449,988	
Interest	$	-	$	-	$	-	$	1,373	$	1,989	$	1,772	$	1,657	$	1,708	$	-	$	-	$	-	$	-	$	8,499	
																					$	-	
Total Revenues	$	-	$	20,394	$	410,983	$	6,667	$	7,100	$	5,911	$	4,648	$	2,785	$	-	$	-	$	-	$	-	$	458,488	

Expenditures:										
Administrative:
Supervisor Fees	
$	-	
$	-	
$	600	
$	-	
$	600	
$	800	
$	800	
$	800	
$	-	$	-	$	-	$	-	$	3,600	
FICA Expense	$	-	$	-	$	46	$	-	$	46	$	61	$	61	$	61	$	-	$	-	$	-	$	-	$	275	
Engineering Fees	$	-	$	-	$	-	$	-	$	-	$	105	$	315	$	-	$	-	$	-	$	-	$	-	$	420	
Attorney	$	-	$	-	$	159	$	120	$	275	$	531	$	349	$	-	$	-	$	-	$	-	$	-	$	1,433	
Arbitrage	$	450	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	450	
Dissemination	$	292	$	292	$	292	$	292	$	292	$	292	$	292	$	292	$	-	$	-	$	-	$	-	$	2,333	
Annual Audit	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	4,600	$	-	$	-	$	-	$	-	$	4,600	
Trustee Fees	$	-	$	4,041	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	4,041	
Assessment Administration	$	5,300	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,300	
Management Fees	$	3,246	$	3,246	$	3,246	$	3,246	$	3,246	$	3,246	$	3,246	$	3,246	$	-	$	-	$	-	$	-	$	25,970	
Information Technology	$	150	$	150	$	150	$	150	$	150	$	150	$	150	$	150	$	-	$	-	$	-	$	-	$	1,200	
Website Maintenance	$	100	$	100	$	100	$	100	$	100	$	100	$	100	$	100	$	-	$	-	$	-	$	-	$	800	
Telephone	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Postage	$	23	$	8	$	3	$	13	$	31	$	2	$	2	$	3	$	-	$	-	$	-	$	-	$	85	

Insurance
Printing & Binding

$	5,843  $	-	$
$	-	$	-	$

-	$	-	$
-	$	2  $

-	$	-	$
-	$	3  $

-	$	-	$
5  $	14  $

-	$	-	$
-	$	-	$

-	$	-	$
-	$	-	$

5,843
24

Legal Advertising	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	523	$	-	$	-	$	-	$	-	$	523	
Other Current Charges	$	39	$	47	$	47	$	38	$	41	$	41	$	56	$	51	$	-	$	-	$	-	$	-	$	359	
Office Supplies	$	0	$	0	$	0	$	15	$	0	$	0	$	0	$	0	$	-	$	-	$	-	$	-	$	16	
Property Appraiser	$	-	$	-	$	-	$	-	$	221	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	221	
Dues, Licenses & Subscriptions	$	175	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	175	
Total Administrative:	$	15,618	$	7,884	$	4,642	$	3,976	$	5,002	$	5,330	$	5,377	$	9,841	$	-	$	-	$	-	$	-	$	57,670	

Operations & Maintenance
Field Operations	

$	1,391	

$	1,391	

$	1,391	

$	1,391	

$	1,391	

$	1,391	

$	1,391	

$	1,391	

$	-	$	-	$	-	$	-	$	11,130	
Property Insurance	$	2,244	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	2,244	
Electric	$	23	$	49	$	28	$	29	$	28	$	29	$	22	$	22	$	-	$	-	$	-	$	-	$	230	
Streetlights	$	7,334	$	7,495	$	7,533	$	7,541	$	7,566	$	7,591	$	7,563	$	7,571	$	-	$	-	$	-	$	-	$	60,193	
Water & Sewer	$	2,938	$	2,307	$	2,179	$	1,690	$	2,027	$	1,402	$	-	$	3,757	$	-	$	-	$	-	$	-	$	16,301	
Landscape Maintenance	$	8,464	$	8,464	$	11,301	$	11,301	$	11,301	$	11,301	$	11,301	$	11,301	$	-	$	-	$	-	$	-	$	84,734	
Landscape Contingency	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Irrigation Repairs	$	3,530	$	1,420	$	436	$	218	$	477	$	176	$	965	$	-	$	-	$	-	$	-	$	-	$	7,222	
Lake Maintenance	$	1,334	$	1,334	$	1,334	$	1,334	$	1,334	$	1,334	$	1,334	$	-	$	-	$	-	$	-	$	-	$	9,338	
Repairs & Maintenance	$	-	$	-	$	-	$	-	$	190	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	190	
Walls, Entry & Monuments	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Contingency	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Total Operations & Maintenance:	$	27,258	$	22,460	$	24,203	$	23,504	$	24,314	$	23,224	$	22,576	$	24,042	$	-	$	-	$	-	$	-	$	191,582	
										
Total Expenditures	$	42,877	$	30,344	$	28,845	$	27,480	$	29,316	$	28,554	$	27,953	$	33,883	$	-	$	-	$	-	$	-	$	249,251	
										
Excess Revenues (Expenditures)	$	(42,877)	$	(9,950)	$	382,138	$	(20,813)	$	(22,215)	$	(22,643)	$	(23,305)	$	(31,098)	$	-	$	-	$	-	$	-	$	209,236	

Old Hickory
Community Development District Long Term Debt Report

	SERIES 2020, SPECIAL ASSESSMENT BONDS		
OPTIONAL REDEMPTION DATE:	6/15/2030		
INTEREST RATE:	2.500%, 3.000%, 4.000%, 4.000%		
MATURITY DATE:	6/15/2050		
RESERVE FUND DEFINITION	50% OF MAXIMUM ANNUAL DEBT SERVICE		
RESERVE FUND REQUIREMENT	$177,750		
RESERVE FUND BALANCE	$177,750		
BONDS OUTSTANDING - 10/21/20		$6,245,000	
LESS: PRINCIPAL PAYMENT 06/15/21		($120,000)	
LESS: PRINCIPAL PAYMENT 06/15/22		($125,000)	
LESS: SPECIAL CALL 09/15/22		($10,000)	
LESS: PRINCIPAL PAYMENT 06/15/23		($130,000)	
CURRENT BONDS OUTSTANDING		$5,860,000	

Old Hickory
COMMUNITY DEVELOPMENT DISTRICT

Gross Assessments	$	480,563.05	$	377,991.00	$	858,554.05	
Net Assessments	$	451,729.27	$	355,311.54	$	807,040.81	
	55.97%	44.03%	100.00%	

Special Assessment Receipts Fiscal Year 2024

ON ROLL ASSESSMENTS

Date	
Distribution	
Gross Amount	
Commissions	
Discount/Penalty	
Interest	
Net Receipts	
O&M Portion	2020 Debt Service Asmt	
Total	

11/10/23	
ACH	
$624.35	
$11.83	
$32.77	
$0.00	
$579.75	
$324.51	
$255.24	
$579.75	
11/24/23	ACH	$38,110.60	$731.73	$1,524.40	$0.00	$35,854.47	$20,069.01	$15,785.46	$35,854.47	
12/11/23	ACH	$778,521.79	$14,947.62	$31,140.38	$0.00	$732,433.79	$409,969.08	$322,464.71	$732,433.79	
12/22/23	ACH	$1,905.53	$36.97	$57.17	$0.00	$1,811.39	$1,013.90	$797.49	$1,811.39	
01/10/24	ACH	$7,622.12	$147.88	$228.68	$0.00	$7,245.56	$4,055.60	$3,189.96	$7,245.56	
01/10/24	ACH	$1,593.36	$30.90	$47.80	$0.00	$1,514.66	$847.81	$666.85	$1,514.66	
01/31/24	ACH	$0.00	$0.00	$0.00	$697.68	$697.68	$390.52	$307.16	$697.68	
02/08/24	ACH	$9,527.65	$186.36	$209.61	$0.00	$9,131.68	$5,111.32	$4,020.36	$9,131.68	
03/08/24	ACH	$7,622.12	$150.92	$76.22	$0.00	$7,394.98	$4,139.23	$3,255.75	$7,394.98	
04/08/24	ACH	$3,811.06	$76.22	$0.00	$0.00	$3,734.84	$2,090.52	$1,644.32	$3,734.84	
04/08/24	ACH	$1,593.35	$31.87	$0.00	$0.00	$1,561.48	$874.02	$687.46	$1,561.48	
04/19/24	ACH	$0.00	$0.00	$0.00	$46.97	$46.97	$26.29	$20.68	$46.97	
05/08/24	ACH	$1,962.69	$39.25	$0.00	$0.00	$1,923.44	$1,076.62	$846.82	$1,923.44	
	TOTAL	$	852,894.62	$	16,391.55	$	33,317.03	$	744.65	$	803,930.69	$	449,988.43	$	353,942.26	$	803,930.69	

$

99.61%
3,110.12

Net Percent Collected Balance Remaining to Collect

Section 3

2023 Form 1 Instructions StatementofFinanciallnterests,

Notice
The annual Statement of Financial Interest is due July1, 2024. If the annual form Is not submitted via the electronic filing system created and maintained by the Commission September 3, 2024, an automatic fine of $25 for each day late will be Imposed, up to a maximum penalty of $1.500. Failure to file also can result in removal from public office or employment. [s. 112.3145. F.S.]
In addition. failure to make any required disclosure constitutes grounds for and may be punished by one or more of the following: disqualification from being on the ballot, impeachment, removal or suspension from office or employment demotion, reduction In salary, reprimand, or a civil penalty not exceeding $10,000. [s.112.317, F.S.]
When To File:
lnltlal/y, each local officer/employee, state officer, and specified state employee must file within 30 days of the date of his or her appointment or of the beginning of employment. Appointees who must be confirmed by the Senate must file prior to confirmation, even if that is less than 30 days from the date of their appointment.
Candidates must file at the same time they file their qualifying papers.

Thereafter, file by July 1following each calendar year in which they hold their positions.

Finally. file a final disclosure form (Form 1F) within 60 days of leaving office or employment. Filing a CE Form 1F (Final Statement of Financial Interests) does not relieve the filer of filing a CE Form 1 if the filer was in his or her position on December 31. 2023.
Who Must File Form 1
Elected public officials not serving in a political subdivision of the state and any person appointed to fill a vacancy In such office, unless required to file full disclosure on Form 6.
	Appointed members of each board. commission, authority. or council having statewide Jurisdiction. excluding those required to file full disclosure on Form 6 as well as members of solely advisory bodies, but Including judicial nominating commission members; Directors of Enterprise Florida. Scripps Florida Funding Corporation. and Career Source Florida; and members of the Council on the Social Status of Black Men and Boys; the Executive Director, Governors, and senior managers of Citizens Property Insurance Corporation; Governors and senior managers of Florida Workers' Compensation Joint Underwriting Association; board members of the Northeast Fla. Regional Transportation Commission; board members of Triumph Gulf Coast Inc; board members of Florida Is For Veterans, Inc.; and members of the Technology Advisory Council within the Agency for State Technology.
The Commissioner of Education. members of the State Board of Education. the Board of Governors. the local Boards of Trustees and Presidents of state universities, and the Florida Prepaid College Board.
Persons elected to office in any political subdivision (such as municipalities, counties, and special districts) and any person appointed to fill a vacancy in such office. unless required to file Form 6.
	Appointed members of the following boards, councils, commissions. authorities, or other bodies of county. municipality. school district Independent special district, or other political subdivision: the governing body of the subdivision; community college or junior college district boards of trustees; boards having the power to enforce local code provisions; boards of adjustment; community redevelopment agencies; planning or zoning boards having the power to recommend, create, or modify land planning or zoning within a political subdivision. except for citizen advisory committees. technical coordinating committees, and similar groups who only have the power to make recommendations to planning or zoning boards, and except for representatives of a military installation acting on behalf of all military installations within that jurisdiction; pension or retirement boards empowered to Invest pension or retirement funds or determine entitlement to or amount of pensions or other retirement benefits. and the Pinellas County Construction Licensing Board.
Any appointed member of a local government board who is required to file a statement of financial interests by the appointing authority or the enabling legislation, ordinance. or resolution creating the board.
Persons holding any of these positions in local government: county or city manager; chief administrative employee or finance director of a county. municipality. or other political subdivision; county or municipal attorney; chief county or municipal building inspector; county or municipal water resources coordinator; county or municipal pollution control director; county or municipal environmental control director; county or municipal administrator with power to grant or deny a land development permit: chief of police; fire chief: municipal clerk; appointed district school superintendent; community college president; district medical examiner; purchasing agent (regardless oftltle) having the authority to make any purchase exceeding $35,000 for the local governmental unit.

Officers and employees of entities serving as chief administrative officer of a political subdivision.
Members of governing boards of charter schools operated by a city or other public entity.
Employees in the office of the Governor or of a Cabinet member who are exempt from the Career Service System, excluding secretarial. clerical. and similar positions.
The following positions in each state department. commission, board, or council: Secretary, Assistant or Deputy Secretary, Executive Director, Assistant or Deputy Executive Director, and anyone having the power normally conferred upon such persons. regardless of title.
The following positions in each state department or division: Director, Assistant or Deputy Director, Bureau Chief, and any person having the power normally conferred upon such persons. regardless of title.
Assistant State Attorneys, Assistant Public Defenders, criminal conflict and civil regional counsel, and assistant criminal conflict and civil regional counsel, Public Counsel, full-time state employees serving as counsel or assistant counsel to a state agency, administrative law judges, and hearing officers.
The Superintendent or Director of a state mental health institute established for training and research in the mental health field, or any major state Institution or facility established for corrections, training. treatment, or rehabilitation.
State agency Business Managers, Finance and Accounting Directors. Personnel Officers. Grant Coordinators, and purchasing agents (regardless of title) with power to make a purchase exceeding $35,000.
The following positions in legislative branch agencies: each employee [other than those employed In maintenance, clerical, secretarial, or similar positions and legislative assistants exempted by the presiding officer of their house): and each employee of the Commission on Ethics.
Each member of the governing body of a "large-hub commercial service airport." as defined In Section 112.3144(1)(c), Florida Statutes, except for members required to comply with the financial disclosure requirements of s. 8, Article II of the State Constitution.
ATTACHMENTS; A filer may include and submit attachments or other supporting documentation when filing disclosure.
PUBLIC RECORD; The disclosure form is a public record and is required by law to be posted to the Commission's website.Your Social Securi!Y number. bank account. debit. charge. and credit card numbers. mortgJ1ge or brokerage account numbers. personal identification numbers. or taxp.a_yer identification numbers are not required and should not be jncluded. If such information is included in the filing. it may be made available for public inspection and copying unless
redaction is required by the filer. without any liability to the Commission. If you are an active or former officer or employee listed in Section 119.071, F.S., whose home address or other information is exempt from disclosure, the Commission will maintain that confidentiality if you submit a written and notarized request.
QUESTIONS about this form or the ethics laws may be addressed to the Commission on Ethics. Post Office Drawer 15709, Tallahassee, Florida 32317-5709: physical address: 325 John Knox Road. Building E, Suite 200, Tallahassee, FL 32303: telephone (850) 488-7864.
Instructions for Completing Form 1
Primary Sources oflncome
[Required bys.112.3145(3}(b]1. F.S.]

This section Is intended to require the disclosure of your principal sources of income during the disclosure period. Yo!,um not have to disclose any public salary QC.. RPmi2n(s).The income of your spouse need not be disclosed: however, if there Is joint income to you and your spouse from property you own jointly [such as interest or dividends from a bank account or stocks). you should disclose the source of that income if It exceeded the threshold.
Please list in this part of the form the name, address. and principal business activity of each source of your income which exceeded $2,500 of gross income received by you in your own name or by any other person for your use or benefit.
"Gross income" means the same as it does for income tax purposes. even If the income is not actually taxable, such as interest on tax-free bonds. Examples Include: compensation for services. income from business. gains from property dealings. interest. rents, dividends, pensions. IRA distributions, social security, distributive share of partnership gross income. and alimony if considered gross income under federal law, but not child support.
Examples:

If you were employed by a company that manufactures computers and received more than $2,500, list the name of the company. Its address, and its principal business activity (computer manufacturing).
If you were a partner in a law firm and your distributive share of partnership gross income exceeded $2,500, list the name of the firm, its address, and its principal business activity (practice of law).
If you were the sole proprietor of a retail gift business and your gross income from the business exceeded $2,500, list the name of the business, Its address, and Its principal business activity [retail gift sales).
If you received income from investments in stocks and bonds, list each jndjvjdual com(23!1Y. from which you derived more than $2,500. Do not aggregate all of your investment income.

If more than $2.500 of your gross income was gain from the sale of property (not just the selling price), list as a source of income the purchaser's name, address and principal business activity. If the purchaser's identity is unknown. such as where securities listed on an exchange are sold through a brokerage firm, the source of income should be listed as "sale of (name of company) stock." for example.
If more than $2.500 of your gross income was in the form of interest from one particular financial institution (aggregating Interest from all CD's, accounts. etc.. at that institution). list the name of the institution. its address, and its principal business activity.
Secondary Sources oflneome
[Required bys.112.3145(3)(b)2, F.S.]

This part Is intended to require the disclosure of major customers, clients, and other sources ·of income to businesses in which you own an Interest. It ls not for rep.m:tiJlg Income from second jl2t2s., That kind of income should be reported in "Primary Sources of Income; if it meets the reporting threshold. You will not have anything to report unless. during the disclosure period:
	You owned (either directly or Indirectly in the form of an equitable or beneficial interest) more than 5% of the total assets or capital stock of a business entity (a corporation. partnership, LLC. limited partnership. proprietorship, joint venture, trust. firm, etc., doing business In Florida); and,
You received more than $5,000 of your gross income during the disclosure period from that business entity.

If your interests and gross Income exceeded these thresholds, then for that business entity you must list every source of Income to the business entity which exceeded 10% of the business entity's gross income (computed on the basis of the business entity's most recently completed fiscal year), the source's address, and the source's principal business activity.
Examples:

You are the sole proprietor of a dry cleaning business. from which you received more than $5,000. If only one customer, a uniform rental company. provided more than 10% of your dry cleaning business. you must list the name of the uniform rental company. its address. and its principal business activity (uniform rentals).
You are a 20% partner in a partnership that owns a shopping mall and your partnership income exceeded the above thresholds. List each tenant of the mall that provided more than 10% of the partnership's gross Income and the tenant's address and principal business activity.
Real Property
[Required bys.112.3145(3)(b)3, F.S.]

In this part, list the location or description of all real property in Florida In which you owned directly or indirectly at any time during the disclosure period In excess of 5% of the property's value. You are not required to list your residences. You should Jis!.s.nY. vacation homes if you derive Income from them,
Indirect ownership includes situations where you are a beneficiary of a trust that owns the property, as well as situations where you own more than 5% of a partnership or corporation that owns the property. The value of the property may be determined by the most recently assessed value for tax purposes, in the absence of a more accurate fair market value.
The location or description of the property should be sufficient to enable anyone who looks at the form to identify the property. A street address should be used, if one exists.
Intangible Personal Property
[Required bys.112.3145(3)(b)3, F.S.]

Describe any intangible personal property that, at anytime during the disclosure period. was worth more than $10,000 and state the business entity to which the property related. Intangible personal property includes things such as cash on hand, stocks, bonds, certificates of deposit. vehicle leases, interests in businesses. beneficial interests in trusts. money owed you (including, but not limited to. loans made as a candidate to your own campaign). Deferred Retirement Option Program (DROP) accounts, the Florida Prepaid College Plan, and bank accounts in which you have an ownership interest. Intangible personal property also includes investment products held in IRAs. brokerage accounts. and the Florida College Investment Plan. Note that theproduct contained In a brokerage account IRA, or the Elorjda conege investment Plan Is your asset-not the account or plan itself Things like automobiles and houses you own. jewelry, and paintings are not Intangible property. Intangibles relating to the same business entity may be aggregated; for example, CDs and savings accounts with the same bank. Property owned as tenants by the entirety or as joint tenants with right of survivorship, including bank accounts owned in such a manner. should be valued at 100%. The value of a leased vehicle Is the vehicle's present value minus the lease residual (a number found on the lease document).
Liabilities
[Required by s.112.3145(3)(b)4, F.S.]

List the name and address of each creditor to whom you owed more than $10,000 at any time during the disclosure period. The amount of the liability of a vehicle lease is the sum of any past-due payments and all unpaid prospectlve lease payments. You are not required to list the amount of any debt. You do not have to disclose credit card and retail installment accounts, taxes owed (unless reduced to a judgment). indebtedness on a life insurance policy owed to the company of Issuance, or contingent liabilities. A ·contingent liability" is one that will become an actual liability only when one or more future events occur or fall to occur, such as where you are liable only as a guarantor, surety, or endorser on a promissory note. If you are a ·co-maker" and are jointly liable or jointly and severally liable, then it is not a contingent liability.
Interests in Specified Businesses
[Required by s.112.3145(7), F.S.]

The types of businesses covered in this disclosure include: state and federally chartered banks; state and federal savings and loan associations; cemetery companies; insurance companies; mortgage companies; credit unions; small loan companies; alcoholic beverage licensees; pari-mutuel wagering companies, utility companies, entities controlled by the Public Service Commission; and entities granted a franchise to operate by either a city or a county govemment.
Disclose in this part the fact that you owned during the disclosure period an interest in, or held any of certain positions with thetypes of businesses listed above. You must make this disclosure if you own or owned (either directly or indirectly in the form of an equitable or beneficial interest) at any time during the disclosure period more than 5% of the total assets or capital stock of one of the types of business entities listed above. You also must complete this part of the form for each of these types of businesses for which you are, or were at any time during the disclosure period, an officer, director, partner, proprietor, or agent (other than a resident agent solely for service of process).
If you have or held such a position or ownership Interest In one of these types of businesses, list the name of the business, Its address and principal business activity, and the position held with the business (if any). If you own(ed) more than a 5% interest in the business, indicate that fact and describe the nature of your interest.
Training Certification
[Required by s.112.3142. F.S.]

If you are a Constitutional or elected municipal officer appointed school superintendent. a commissioner of a community redevelopment agency created under Part Ill, Chapter 163, whose service began on or before March 31 of the year for which you are filing. you are required to complete four hours of ethics training which addresses Article II, Section 8 of the Florida Constitution, the Code of Ethics for Public Officers and Employees, and the public records and open meetings laws of the state. You are required to certify on this form that you have taken such training.
CE FORM 1 - Effective: April 11, 2024

Incorporated by reference in Rules 34-8.001(2) and 34-8.202(1), F.A.C