Silverleaf
Community Development District
3501 Quadrangle Boulevard, Suite 270 | Orlando, FL 32817
Phone: 407-723-5900, Fax: 407-723-5901
www.silverleafcdd.com

The meeting of the Board of Supervisors for the Silverleaf Community Development District will be held Wednesday, September 14, 2022, at 10:30 a.m. located at 8141 Lakewood Main Street, Bradenton, FL 34202. The following is the proposed agenda for this meeting.

Call in number: 1-844-621-3956 Passcode: 790 562 990 #
BOARD OF SUPERVISORS’ MEETING AGENDA

Organizational Matters
Call to Order
Roll Call
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]

General Business Matters
Consideration of the Minutes of the August 10, 2022, Board of Supervisors Meeting
Review of Memo from Supervisor Dale Weidemiller
Review and Consideration of Kaye Bender Rembaum, P.L, Retainer Letter
Discussion and Consideration of RFP for District Counsel Services
Review and Acceptance of Stormwater Need Analysis Report
Review and Consideration of Eco-Logic Services Proposal, Cleanup of Select Wetland Buffer
Ratification of Payment Authorizations #172-174
Review of District Financial Statements

Other Business

Staff Reports
District Counsel
District Engineer
District Manager
Audience Comments
Supervisors Requests

Adjournment

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

August 10, 2022, BOS Meeting Minutes

MINUTES OF MEETING

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT BOARD OF SUPERVISORS MEETING MINUTES
Wednesday, August 10, 2022, at 10:30 a.m. 8141 Lakewood Main Street,
Bradenton, FL 34202
Board Members in attendance via conference call or in person: Paul Gressin	Chairperson
Dale Weidemiller	Assistant Secretary	(via phone) Jonathan Decker	Assistant Secretary
Lawrence Powell	Vice Chairperson
Jackie Miller	Assistant Secretary Also present via conference call or in person:
Venessa Ripoll	District Manager- PFM Group Consulting LLC (via phone) Vivian Carvalho	District Manager- PFM Group Consulting LLC
Rick Montejano	Accountant- PFM Group Consulting LLC (via phone)
Kevin Plenzler	PFM Financial Advisors LLC		(via phone) Mike Ferdinand	ZNS Engineering	(joined at 10:38 am via phone)
FIRST ORDER OF BUSINESS	Organizational Matters Call to Order and Roll Call

The Board of Supervisors’ Meeting of the Silverleaf Community Development District was called to order at 10:32 a.m. Ms. Carvalho proceeded with roll call and confirmed quorum to proceed with the meeting. Those in attendance are outlined above either in person or via speakerphone.

Public Comment Period

There were no members of the public present.

SECOND ORDER OF BUSINESS	General Business Matters

Consideration of the Minutes of the July 13, 2022, Board of Supervisors Meeting

The Board reviewed the Minutes of the July 13, 2022, Board of Supervisors’ Meeting.

ON MOTION by Mr. Gressin, seconded by Mr. Powell, with all in favor, the Board approved the Minutes of the July 13, 2022, Board of Supervisors Meeting.

Consideration of Updating Resolution 2022-06, Approving a Preliminary Budget for Fiscal Year 2023 and Setting a Public Hearing Date

Ms. Carvalho noted that the previous Resolution number was already used when this resolution was approved previously, and this would correct the record keeping.

ON MOTION by Ms. Miller, seconded by Mr. Decker, with all in favor, the Board approved Resolution 2022-06, Approving a Preliminary Budget for Fiscal Year 2023 and Setting a Public Hearing Date.

Public Hearing on Adopting the Fiscal Year 2023 Budget and Appropriating Funds
Public Comments and Testimony
Board Comments
Consideration of Resolution 2022-07, Adopting the Fiscal Year 2023 Budget and Appropriating Funds

ON MOTION by Mr. Gressin, seconded by Mr. Decker, with all in favor, the Board opened the floor for the public hearing.

Ms. Carvalho noted that the District proceeded with the proper advertisement of two consecutive runs prior to the meeting. The preliminary budget was sent out to the County of jurisdiction. The preliminary budget was also added to the website for the District. She noted that the only change in the budget was the carried forward revenue. Mr. Ferdinand joined the meeting in progress.

ON MOTION by Mr. Powell, seconded by Mr. Decker, with all in favor, the Board closed the floor for the public hearing.

Ms. Carvalho stated that the total net revenue would be $303,584.61.

ON MOTION by Mr. Powell, seconded by Mr. Gressin, with all in favor, the Board approved Resolution 2022-07, Adopting the Fiscal Year 2023 Budget and Appropriating Funds.

Consideration of Resolution 2022-08, Imposing Special Assessments and Certifying an Assessment Roll

Ms. Carvalho explained that after the meeting, the roll will be finalized and certified to the tax collector. The assessments typically come in by the end of November or early December and the remaining balances in January and February.

ON MOTION by Mr. Decker, seconded by Mr. Powell, with all in favor, the Board approved Resolution 2022-08, Imposing Special Assessments and Certifying an Assessment Roll.

Consideration of Resolution 2022-09, Adopting the Annual Meeting Schedule for Fiscal Year 2022-2023

Ms. Carvalho mentioned that they have one more meeting in September for FY 2022. She noted that the Board will continue to hold meetings at the same location during the second Wednesday of the month but will be changing the time of the meeting to 12:15 p.m.

ON MOTION by Mr. Gressin, seconded by Mr. Powell, with all in favor, the Board approved 2022-09, Adopting the Annual Meeting Schedule for Fiscal Year 2022-2023.

Review and Consideration of Eco-Logic Services Proposal, Cleanup of Select Wetland Buffer

There was a lengthy discussion of who should be in charge of paying for these items. This item was deferred by the Board until the next meeting. District Management will follow-up with Counsel accordingly to confirm if it is CDD responsibility.

Ratification of Payment Authorization #171

The Board reviewed Payment Authorization #171.

ON MOTION by Mr. Powell, seconded by Mr. Decker, with all in favor, the Board ratified Payment Authorization #171.

Review of District Financial Statements

The Board reviewed the Financial Statements as of June 30, 2022. The Board suggested having a General Ledger for FY 2023. Ms. Carvalho will follow-up with the Accountant accordingly.

ON MOTION by Ms. Miller, seconded by Mr. Decker, with all in favor, the Board accepted the Financial Statements.

THIRD ORDER OF BUSINESS	Other Business Staff Reports
District Counsel-	Not present.

District Engineer-	Mr. Ferdinand stated that they are continuing to work on the
Stormwater Needs Analysis and will provide report for acceptance at the next Board Meeting.

District Manager-	Ms. Carvalho stated that the next meeting is scheduled for
September 14, 2022, at 10:30 a.m. Mr. Plenzler mentioned during the July meeting that the Engineer provided his certificate of completion and wanted to let the Board know that any remaining construction funds have been moved accordingly per the Trust Indenture and will continued to be monitored.

Audience Comments and Supervisor Requests

Mr. Gressin requested that the Board be shown who is responsible for what concerning the District. He has done research and found that Ms. Lisa Magill specializes looking over the paper trail and legal chain. Mr. Weidemiller spoke and thought that this endeavor would be an unnecessary use of funds. Ms. Carvalho discussed the possibility of setting up a meeting with District Counsel and the HOA.

FOURTH ORDER OF BUSINESS	Adjournment

There was no additional business to discuss. Ms. Carvalho requested a motion to adjourn.

ON MOTION by Mr. Powell, seconded by Mr. Decker, with all in favor, the August 10, 2022, Meeting of the Board of Supervisors of the Silverleaf Community Development District was adjourned at 11:19 a.m.

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Memo from Supervisor Dale Weidemiller

Jorge Orsini

From:	Vivian Carvalho

Sent: To:
Cc: Subject:

Thursday, September 8, 2022 1:25 PM
Paul Gressin; Larry Powell; Jonathan_Decker@ajg.com; jackie miller; Dale Weidemiller Venessa Ripoll; Jorge Orsini; Rick Montejano
FW: Silverleaf Agenda

*If you are a Board Member, please do not “reply all” per the Florida Sunshine Laws.*

To the Board:

Please refer to the below email received from Dale Weidemiller- Assistant Secretary in regards to the retainer letter included on the Agenda for review and consideration at the meeting scheduled for September 14, 2022. If you have any questions pertaining to this notice contact management only.

Thanks,

Vivian Carvalho District Manager

PFM Group Consulting, LLC
Carvalhov@pfm.com | Phone 407-723-5900 | Fax 407-723-5901 | Web pfm.com 3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817

From: Dale Weidemiller <dweidemi@tampabay.rr.com>
Sent: Thursday, September 8, 2022 12:16 PM To: Vivian Carvalho <carvalhov@pfm.com> Cc: Dale Weidemiller <dw@br‐rr.com> Subject: Silverleaf Agenda
 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	 Vivian
I read with dismay the proposal from Kaye, Bender, Rembaum.
The attorney proposes that we give them carte blanche for them to invoice the CDD for whatever amount they want, dictating which personnel / hourly rate is charged. The scope of services in sufficiently vague that they could string this out for a long time.

They are on the east coast and travel time will be very costly.
If they want information from Vogler Ashton there will be a charge for their services as well as it would be above and beyond. That amount needs to be packaged in the discussion .

They want a $5,000 retainer which is more than we spent in the past year for legal services. . I am not sure if we have a 2023 budget line item to cover this undetermined cost.

I feel that this proposal is an insult to the board, and that they think we would be foolish enough to accept it. I will not vote to use this firm even though they may revise their proposal. Their proposal says “as discussed” so representative of the CDD has agreed to present this offer to the board.

If the board wishes to have additional legal services and there is a budget item, there are many law firms in this area who are competent and will clearly define the scope of work and include a “not to exceed” dollar amount for the services to be considered in the review.

I again strongly feel that the responsibility of the CDD has been clearly defined previously and agreed to as recently as the 2023 budget process. For what purpose is an “investigation” into the responsibilities of the CDD”? We should not care what the HOA is responsible for. We have identified what the CDD is responsible for and budgeted accordingly. That “investigation” would be an improper use of funds. Any additional expenditures for this scope is improper for this board to agree to and is not in the best interest of the residents.

There is a reference to “research and resolution of Developer issues” which I find to be the only legitimate item for required representation. Again, there are many firms in this area who represent CDD’s for this transition item and would give you are clear scope and fee commitment for the board to consider.

Feel free to share this with the board and any other relevant persons. Dale Weidemiller, Supervisor

Sent from Mail for Windows

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Kaye Bender Rembaum, P.L. Retainer Letter

ROBERT L. KAYE, B.C.S.* MICHAELS. BENDER, B.C.S.* JEFFREY A. REMBAUM, B.C.S.* DEBORAH S. SUGARMAN ANDREW B. BLACK, B.C.S.*
PETER C. MOLLENGARDEN, B.C.S.* GERARD S. COLLINS
SHAWN G. BROWN, B,C.S.* JEFFREY D. GREEN, B.C.S.** EMILYE, GANNON
DANIELLE M. BRENNAN, B.C.S.* LAURENT. SCHWARZFELD ALLISON L, HERTZ, B.C.S.* JAYS.LEVIN
STUART M. SMITH KAREN A. GREEN BENJAMIN L. lIEYDLAUFF
KERSTIN HENZE, OF COUNSEL
LISA A, MAGILL, B.C.S.*, OF COUNSEL KARINA N. SKEIE, OF COUNSEL

MAIN OFFICE: 1200 PARK CENTRAL BLVD SOUTH POMPANO BEACH, FL 33064

TEL. (954) 928-0680 FAX(954)772-0319 (800) 974-0680

WITH ADDITIONAL OFFICES IN: PALM BEACH GARDENS
TAMPA MIAMI

KBRLegal.Com	*BOARD CERTIFIED SPECIALIST IN CONDOMINIUM AND PLANNED
DEVELOPMENT LAW

**BOARD CERTIFIED SPECIALIST IN
CONSTRUCTION LAW

August 25, 2022

VIA EMAIL: Carvalhov@pfm.com Silverleaf Community Development District Attn: The Board of Supervisors
3501 Quadrangle Boulevard; Suite 270
Orlando, FL 32817

RE:	Letter of Engagement

To The Board of Supervisors:

We are pleased that you wish to engage our Firm to perform legal services for you. From our experience, we have found that clients appreciate a frank and open discussion and understanding of the services that we will perform and the basis upon which they will be expected to pay for these services, This letter is intended to set forth our understanding as to the nature and scope of the legal services we have agreed to render to you, for the amount of our fees for these services, the manner in which our fees for these services shall be determined and the terms upon which you will make payment of these fees.

Nature of Legal Services. You wish to engage our Finn to assist in matters related to clarification and delineation of responsibilities between District and homeowners' association, advice concerning duties of members of Board of Supervisors, research and resolution of Developer issues and the like. We do not make any representations or guarantees concerning the outcome of your matter. In the even that you request we unde1iake
representation of your interests for a different matter, you must receive a writing from us agreeing to take on the newly requested representation. Such matters will be handled on the same basis, and fees and costs will be payable under the same terms and conditions, as provided in this retainer agreement. In the absence of your receipt of a written agreement from us specifically agreeing to the newly requested representation, then we do not represent you in the newly requested matter.

Fees for Services. You will be charged and agree to pay for our services on the basis of hourly rates established from time to time for the attorneys in our Firm, together with applicable

Silverleaf Community Development District Attn: The Board of Supervisors
August 25, 2022
Page 2

taxes if any. It is our practice to charge for our actual time expended on your behalf billed in minimum increments of tenths per hour with the minimum increment being one tenth of one hour (.1).

As discussed, our Firm will bill you for services rendered on your behalf at this Firm's hourly rates. Our current hourly rates are $250.00 to $350.00 per hour for associates' time and
$375.00 to $425.00 for partner's time, depending on the individual assigned to the matter. However, as a professional courtesy, my rate will be $350.00 per hour. Hourly rates for paralegals are $125.00 per hour or less, and legal assistants who provide paralegal type services are $95.00 per hour, or less. These rates are subject to periodic change upon notice. We cannot, and have not made any representation regarding the total amount of our fees and costs.

When establishing fees for services which we render, we are guided primarily by the time and labor required, although we also consider other appropriate factors, such as the novelty and difficulty of the legal issues involved; the legal skills required to perform the particular assignment; time-saving use of resources (including research, analysis, data and documentation) that we have previously developed and stored electronically or otherwise in quickly retrievable form; the fee customarily charged by comparable law firms for similar legal services; the amount of money involved, or at risk, and the results obtained; and, the time constraints imposed by either the client or the circumstances. To effectively utilize technology in the law office, there are on-going costs associated with system research, development, maintenance, and upkeep as well as the time expended in developing the primary source documents. Accordingly, in situations in which a previously-developed work product is used on your behalf as a primary source of a paralegal's, or an attorney's, work product, a value may be applied to the previously-developed work product. This process is known as value billing. Value billing is simply applying a weighted value to the time expended in providing legal services, which allocates a value for the previously-developed work product in order to avoid duplicating prior efforts. The benefit to the client is that less time may be required to expend on your behalf which can translate into lower fees and costs than if we were to needlessly duplicate our entire prior efforts. With this in mind, in some situations as we deem appropriate and beneficial to you, value billing may be utilized.

Costs. We will also charge for certain costs and expenses, together with applicable taxes if any, which may include filing fees, recording costs, travel expenses, delivery charges, long distance telephone charges, postage, computer research charges, comt reporting fees, and photocopies/digital imaging (currently .30 cents per page). About digital imaging: our Finn is committed to the environment and as a result, we utilize digital imaging technology where practicable. As a result and notwithstanding, we still incur costs related to the digital image process and the storing of electronic data.

Initial Retainer. In order to begin your representation, the Finn will require an initial retainer in the amount of $5,000.00, to be held in Trust and these monies will be applied toward the final invoice generated on this matter. However, we reserve the right (in our sole discretion) to use the retainer at any time should you become delinquent in your payment obligations. We also reserve the right to modify the amount of the retainer depending on the circumstances. Ifwe elect to use the retainer, we will request that it be replenished. If you are unable to replenish the retainer, unable to reimburse the Firm for any disbursements, or unable to meet your financial obligations, it is understood that the Film may terminate the representation of your interests. In our sole discretion, we reserve the right to require additional cost and hourly fee deposits from you for our continued

Silverleaf Community Development District Attn: The Board of Supervisors
August 25, 2022
Page 3

representation. In the event you do not fully fund the retainer, or such additional deposits are not made within a reasonable time after our request, then you hereby agree to our termination of this engagement.

Payment of Fees and Costs. You agree to timely pay us for our legal fees that you incur plus such costs, expenses, and taxes, as incurred. Our invoices will be submitted to you on a monthly basis and each invoice will be due and payable when rendered. You must understand that if any invoice remains unpaid for more than 30 days after it is rendered, we reserve the right, in our discretion (subject to court approval, if necessary), to cease to provide further legal services to you. You will, however, be liable to us for the payment of any fees earned and any costs incmrnd by us to that time, together with any applicable taxes. In the event we are ultimately required to bring suit to collect any unpaid fees or costs, as well as in dete1mining and/or quantifying the amount of recoverable attorneys' fees and costs, you also agree to pay reasonable value of our attorneys' fees and costs. Interest at the rate of eighteen (18%) percent annum will be added to any invoice which remains unpaid for more than 30 days after it is rendered.

Conflict. You recognize that the primary concentration of the Firm is representation of community and commercial associations. In the event that there ever is a dispute between you and an association represented by this Firm, you agree to this Film representing that association and will waive any conflict that you may believe exists so long as the representation of the association is not related to our representation of you in this matter. This waiver is a material portion of this Agreement and survives its te1mination.

Settlement. If you should engage us under this representation letter to file any lawsuits or claims on your behalf, or defend same, it is agreed that neither this Firm as your attorneys, nor you as a claimant, will settle any claim arising out of this engagement without first having obtained the consent thereto of the other. It is further agreed that from the proceeds of any recovery in such claim, whether by settlement,judgment or otherwise, the Firm may deduct its attorneys' fees and all costs and expenses which remain unpaid at the time of settlement or payment of the judgment amount. It is fu1ther agreed that the Firm is authorized to deduct any outstanding fees and costs from any escrow deposits held in trust by the Firm.
Right to Withdraw. We reserve the right to withdraw from representing you if you have misrepresented or failed to disclose material facts to us, or ifwe disagree about the course of action which should be pursued, or if you fail to cooperate with us on a timely basis. We reserve the right to withdraw as counsel, upon reasonable notice to you, in the event circumstances occur which in our opinion make it difficult or inappropriate for our Film to continue to represent you. We are specifically authorized by you to withdraw as your attorneys of record, provided we have taken reasonable steps to avoid foreseeable prejudice to your rights, including giving you due notice; allowing time for employment of other counsel; delivering to you all papers and property to which you are entitled (subject to this Firm's right to asse1t an attorney's lien against all such materials as described below): and compliance with all applicable laws and rules. Lr1 the event we exercise this right to withdraw, we shall nevertheless be entitled to the full amount of our fees for services rendered to the date we cease providing services.

Remedies. Upon commencing work on your behalf, this Firm has the right to retain any and all files, papers and other property coming into our possession in connection with this case until we have been paid all costs and fees due us under this agreement. This Firm also has what is known as a charging lien, the right in court proceedings to collect from the recovery of all costs and fees due

Silverleaf Community Development District Attn: The Board of Supervisors
August 25, 2022 Page4

to us under this agreement. In addition to the retaining lien and the charging lien, it is specifically agreed between this Film and you that we have a general lien upon the work covered by this agreement in any judgment, settlement, recovery or proceeds thereof in whatever hands they may come. This lien is against any real estate or tangible personal property or money and other prope1ty which may be recovered by or which is the subject matter of the work. We shall not be required to release any lien until all fees and costs have been fully paid. This Film shall not be liable to you for any loss you may have because of our exercising any lien in order to obtain full payment of fees and costs. If the Firm deems it necessary to do so for the protection of our interests, we may file this agreement in comt proceedings or record it in the public records. The venue for the resolution of any disputes concerning this agreement shall be in Palm Beach County, Florida, with the prevailing party entitled to recover reasonable attorney's fees and costs at all trial and appellate levels. It is expressly understood and agreed that the patties hereto waive the right to a trial by jury of any dispute arising out of this agreement.

The Firm expressly disclaims liability for any loss or impairment of funds that have been deposited in the Firm's escrow and/or trust account while those funds are in the course of collection and/or while those funds are on deposit in a financial institution if such loss or impairment results from the failure, insolvency or suspension of the financial institution, or any loss or impairment of funds due to the invalidity of any draft, check, document or other negotiable instrument delivered to us by you, delivered to us on your behalf, and/or for your benefit.

Indemnification. The parties hereto acknowledge that the Film must rely upon the infonnation provided to it by you in pe1forming under this Agreement. You agree indemnify the Firm and hold it harmless from any liability to a third patty, including, but not limited to attorney's fees, costs, and expenses, including appeals, (as well as in dete1mining or quantifying the amount of recoverable attorneys fees and costs) in enforcing this provision due to your failure to provide accurate infmmation to the Firm as to the matter that is the subject of this Agreement. The patties agree to indemnify the other, including attorney's fees, costs, and expenses (including appeals, if any) in the event any legal action becomes necessatyto enforce the obligation to indemnify and such patty is the prevailing patty in enforcing such obligation. This indemnification obligation shall survive the natural expiration or earlier te1mination of this Agreement.

Document Retention Policy. Not later than the conclusion of this matter, all originally executed contracts, agreements and other original documents will be provided to you. Upon conclusion of our representation, and while we may elect to retain copies of ce1tain documents, we specifically disclaim any obligation or expectation that we agree to retain them on your behalf except as may be required by prevailing law.

IT IS UNDERSTOOD AND AGREED THAT TIDS FIRM HAS MADE NO WARRANTIES OR REPRESENTATIONS CONCERNING THE SUCCESSFUL OUTCOME OR TERMINATTON OFTITTS MATTRR, ANn THAT PAYMENT TO THIS FIRM IS NOT PREDICATED UPON A SUCCESSFUL OUTCOME.

If the foregoing is acceptable, please date and sign this letter and return same to us together with your initial retainer in the amount of $5,000.00, and these monies will be applied toward the final invoice generated on this matter. You are responsible to remit payment monthly until such time as this representation is concluded. At that time, please provide us with a copy of any pertinent

Silverleaf Community Development District Attn: The Board of Supervisors
August 25, 2022
Page 5

documentation necessary to properly begin the representation of your interests. In the event that we do not receive an executed copy of this agreement and your initial retainer, we will assume that you have elected not to retain this Firm to represent you and no services will be provided.

We appreciate your confidence in our Firm and we assure you that we will make every effort to perform our services in a prompt and efficient manner. If you should have any questions, please do not hesitate to contact us.

\

LISA A. MAGILL
LAM/slb
cc:	Paul Gressin, Chairman via email: paulgressin@gmail.com

The undersigned acknowledges and agrees to the foregoing terms of representation this
		day of 	 , 2022.

By:	_

Telephone:.	_ Cell:		 _ Email:.		_

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Discussion of RFP
for District Counsel Services

Jorge Orsini

From:	Vivian Carvalho

Sent:
To:
Cc: Subject:

Attachments:

Thursday, September 8, 2022 1:21 PM
Paul Gressin; Dale Weidemiller; Jonathan_Decker@ajg.com; jackie miller; Larry Powell Venessa Ripoll; Jorge Orsini
FW: Silverleaf CDD- Agenda 9/14/22 Board of Supervisors Meeting (Quorum Confirmation Requirement)
SL Agenda Package 9.14.22, PFM Final.pdf; RE: Silverleaf CDD- Agenda 9/14/22 Board of Supervisors Meeting (Quorum Confirmation Requirement)

*If you are a Board Member, please do not “reply all” per the Florida Sunshine Laws.*

To the Board:

Please refer to the below email received from District Counsel providing termination of District Counsel Services to the community. While I responded to the email and included a copy for your record keeping they are still resigning from the District.

With this piece of information the District will need to initiate an RFP for District Counsel Services and discuss at the upcoming meeting. We have included below (2) companies that are reputable in the area that works with Special Taxing Districts similar to Silverleaf CDD.

Andrew H. Cohen, Esq. Persson & Cohen, P.A. 6853 Energy Court Lakewood Ranch, FL 34240
Ph: (941) 306-4730 | Fax: (941) 306-4832

Mark P. Barnebey
Board Certified in City, County and Local Government Law

802 11th Street West | Bradenton, FL 34205
2 North Tamiami Trail, #400 | Sarasota, FL 34236

Office 941.748.0100 | Facsimile 941.745.2093
mbarnebey@blalockwalters.com

If there are any additional companies that you recommended us reaching out please be prepared to provide those names at the meeting.

If you have any questions in regards to the email please contact management only. Thank you,

Vivian Carvalho District Manager

PFM Group Consulting, LLC
Carvalhov@pfm.com | Phone 407-723-5900 | Fax 407-723-5901 | Web pfm.com 3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817

From: Kimberly Ashton <kimashton@voglerashton.com>
Sent: Wednesday, September 7, 2022 9:18 PM
To: Venessa Ripoll <ripollv@pfm.com>; Vivian Carvalho <carvalhov@pfm.com>
Cc: Ed Vogler II <edvogler@voglerashton.com>
Subject: Re: Silverleaf CDD‐ Agenda 9/14/22 Board of Supervisors Meeting (Quorum Confirmation Requirement)

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	

Hi Venessa and Vivian, as I was glancing at the Silverleaf CDD agenda packet for 9‐14‐22, I noticed there is an item for a new law firm retainer letter. I’m assuming our firm is going to be replaced next week as district counsel? We didn’t know about any of this this until we read the agenda. I’m not sure if this law firm is being asked to serve as district counsel or special counsel to investigate CDD, HOA, and Developer issues.

Regardless, Ed and I feel that it is best if our Firm now resign as District Counsel. We can assist with any “emergency legal issue” that may arise with the CDD through October 15, 2022, if the Board desires.

It’s been very nice working with you both on this district. We wish everyone well. Sincerely
Vogler Ashton, PLLC

On Sep 7, 2022, at 4:07 PM, Venessa Ripoll <ripollv@pfm.com> wrote:

Good Afternoon,

This is a reminder that the Silverleaf CDD Board of Supervisors’ Meeting is scheduled to be held on September 14, 2022 at 10:30 a.m. at 8141 Lakewood Main Street, Bradenton, FL 34202.

Attached is a copy of the Agenda and backup of Payment Authorization.

At least 3 Board Members will need to attend in person in order to constitute a quorum. If you have not responded of confirmation to the meeting please notify the District Manager’s office accordingly.

*If you are a Board Member, please do not “reply all” per the Florida Sunshine Laws.* For those unable to attend in person, the conference call information will be:

Dial-In: 1-844-621-3956

Code: 792 560 599 #

Thank you,

Venessa Ripoll
District Manager, LCAM

PFM Group Consulting, LLC
Ripollv@pfm.com | Phone 407-723-5900 | Fax 407-723-5901 | Web pfm.com

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Stormwater Needs Analysis Update

July 29, 2022

Board of Supervisors
Silverleaf Community Development District Manatee County, Florida

RE:	Silverleaf Community Development District
Professional Services – CDD Needs Analysis of Stormwater and Wastewater Facilities Manatee County, Florida

Dear Chairman, Board of Supervisors:

ZNS Engineering, L.C. is pleased to provide you with our professional services contract for the Silverleaf CDD Needs Analysis Report. The purpose of this document is to establish professional services and fees and to create contractual rights between the Silverleaf Community Development District (Client) and ZNS Engineering, L.C. (ZNS). Services rendered under this agreement shall be lump sum unless noted otherwise. The following is a breakdown of those Services and Fees:

TASK 1: GENERAL CONSULTING SERVICES (Hourly, Not to Exceed)

A. Prepare the Silverleaf Community Development District Needs Analysis of Stormwater Facilities, as required by Chapter 2021-194, Sections 403.9301 and 403.9302, Laws of Florida, to include the following:

Stormwater Management
Section 403.9302, Florida Statutes, requires each county, municipality, or special district providing a stormwater management program or stormwater management system to also create a 20-year needs analysis pertaining to its stormwater facilities. By June 30, 2022 and every five (5) years thereafter, each county, municipality, or special district operating and maintaining a stormwater management program or stormwater management system is required to develop a needs analysis for its jurisdiction for the subsequent twenty (20) years. The stormwater facilities needs analysis must include, at a minimum, the following:

A detailed description of the stormwater management program or stormwater management system and its facilities and projects;

The number of current and projected residents served calculated in five (5) year increments;

The current and projected service area for the stormwater management program or stormwater management system;

The current and projected cost of providing services calculated in five (5) year increments;

The estimated remaining useful life of each facility or its major components;

201 5th Avenue Drive East • Bradenton, FL • 34208 • 941.748.8080 • www.znseng.com • info@znseng.com Engineering-CA0027476 Surveying-LB0006982 Landscape Architecture-LC0000365

Silverleaf Community Development District	July 29, 2022
Re: Silverleaf CDD	2

The most recent five (5) year history of annual contributions to, expenditures from, and balances of any capital account from maintenance or expansion of any facility or its major components; and

The local government’s plan to fund the maintenance or expansion of any facility or its major components, including historical and estimated future revenues and expenditures with an evaluation of how the local government expects to close any projected funding gap.

PROFESSIONAL FEES

TASK 1: GENERAL CONSULTING SERVICES (Hourly, Not to Exceed)	$10,000.00 TOTAL	$10,000.00

Should the above proposal meet with your approval, please forward one executed copy to our office. This proposal becomes null and void if not executed within a period of Thirty (30) days. As always, we thank you for your business!

Respectfully submitted,	Accepted by:
ZNS Engineering, L.C.	Silverleaf Community Development District

Jeb C. Mulock, P.E.	Signature
President
Printed Name/Title	Date

Silverleaf Community Development District	July 29, 2022
Re: Silverleaf CDD	3

GENERAL CONDITIONS

Consulting and representation services to prepare the documents as outlined above are included in the base contract; however, survey re-stakes, revisions to plans after the initial submittals or reports per the clients request, permit deviation responses, special services, if required, for meetings, hearings, agreements, administrative services and/or coordination services requested by the Client, governmental agencies and/or project attorney will be provided based on a time and materials basis per ZNS rate schedule.

Invoices submitted monthly are due upon presentation and shall be considered PAST DUE if not paid within thirty (30) calendar days of the invoice date. The Client shall have fifteen (15) days to review and advise of any questions concerning each bill upon rendering of same, after which the bill shall be deemed approved and accepted.

In addition to all fees described herein, all invoices will be subject to a sales tax, if applicable by law.

The fees for all services which have not been completed within months of the date of this proposal will be subject to a cost of living increase.

All costs and fees as billed shall constitute a lien against the subject property, pursuant to Chapter 713, Florida Statutes (1988).

In accepting and utilizing any drawings or other data on any form of electronic media generated and provided by ZNS, the Client covenants and agrees that all such drawings and data are instruments of service of ZNS, who shall be deemed the author of the drawings and data, and shall retain all common law, statutory law and other rights, including copyrights.

The Client and ZNS agree that any CADD files prepared by either party shall conform to AutoCAD 2014 DWG format. The electronic files submitted by ZNS to the Client are submitted for an acceptance period of 10 days. Any defects the Client discovers during this period will be reported to ZNS and will be corrected as part of the basic Scope of Services.

The client further agrees not to use these drawings and data, in whole or in part, for any purpose or project other than the project which is the subject of this Agreement. The Client agrees to waive all claims against ZNS resulting in any way from any unauthorized changes or reuse of the drawings and data for any other project by anyone other than ZNS.

The client further agrees, to the fullest extent permitted by law, to indemnify and hold ZNS harmless from any damage, liability or cost, including reasonable attorneys' fees and costs of defense, arising from any changes made by anyone other than ZNS or from any reuse of the drawings and data without the prior written consent of ZNS.

In addition, the Client agrees that any work related to assisting the client in the bid process is not guaranteed to be free of error therefore it’s the client’s responsibility to review with contractors all bid docs in order to verify they are accurate. Furthermore, the client agrees to the fullest extent permitted by law, to indemnify and hold ZNS harmless from any damage, liability or cost, including reasonable attorneys' fees and costs of defense, arising from any inaccuracies or wording from any bid documents including but not limited to Contract Docs, Specifications, Schedules of Values etc.

Under no circumstances shall transfer of the drawings and other instruments of service on electronic media for use by the Client be deemed a sale by ZNS. ZNS makes no warranties, either expressed or implied, of merchantability and fitness for any particular purpose.

In the event legal action is necessary to enforce the payment provisions of this agreement, the engineer shall be entitled to collect from the client any judgment or settlement sums due, reasonable attorneys' fees, court costs and expenses incurred by the engineer in connection therewith and, in addition, the reasonable value of the engineer's time and expenses spent in connection with such collection action, computed at the engineer's prevailing fee schedule and expense policies.

If the client fails to make payments when due or otherwise is in breach of this agreement, the engineer may suspend performance of services upon five (5) calendar days’ notice to the client. The engineer shall have no liability whatsoever to the client for any costs or damages as a result of such suspension caused by any breach of this agreement by the client.

Should work under this agreement be suspended by the client for any reason, including breach of agreement, the client agrees to compensate ZNS for services performed to date on a time and material basis, utilizing ZNS then current rates. If the client fails to make payment to the engineer in accordance with the payment terms herein, this shall constitute a material breach of this agreement and shall be cause for termination by the engineer.

Silverleaf Community Development District	July 29, 2022
Re: Silverleaf CDD	4

RATE SCHEDULE
(effective 3/01/2022)

Principal or Senior Project Manager	$305.00 per hour
Professional Engineer	$250.00 per hour
Professional Land Surveyor or Land Planner	$240.00 per hour
Professional Landscape Architect/Environmentalist	$240.00 per hour
Professional Landscape Architect with GPS Equipment	$245.00 per hour
Graduate Engineer or Senior Designer	$225.00 per hour
Technician, Designer or Field Representative	$195.0 per hour
Technician with GPS or Robotic Equipment	$200.00 per hour
Drafter 1	$195.00 per hour
Drafter 2	$185.00 per hour
Drafter 3	$170.00 per hour
Drafter 4	$160.00 per hour
Drafter 5	$150.00 per hour
Drafter 6	$140.00 per hour
Survey Crew (Four Man Crew)	$195.00 per hour
Survey Crew (Four Man Crew) with GPS or Robotic Equipment	$205.00 per hour Survey Crew (Three Man Crew)	$170.00 per hour
Survey Crew (Three Man Crew) with GPS or Robotic Equipment	$185.00 per hour Survey Crew (Two Man Crew)	$155.00 per hour
Survey Crew (Two Man Crew) with GPS or Robotic Equipment	$165.00 per hour Survey Crew (One Man Crew) with GPS or Robotic Equipment	$145.00 per hour
Administrative Assistant	$ 85.00 per hour
Aide (Technical Secretary)	$ 50.00 per hour

Plans, specifications, application reproduction required for submittals to governmental agencies as well as any survey monuments furnished by ZNS, as requested by the Client, will be charged as follows:
Plans, including submittals	$  2.00 each
Color Rendering Prints (24” x 36”):
Glossy	$ 30.00 each
Medium Grade	$ 25.00 each
Color Prints (11” x 17”):
Glossy	$  5.00 each
Medium Grade	$  2.00 each
Color Prints (8½” x 11”):
Glossy	$  2.00 each
Medium Grade	$  1.00 each
Mylars	$ 20.00 each
Photocopies (Specifications, etc.)	$	.25 each
Iron Pipe or Rebar (¾” x 24”)	$  3.00 each
Surveyor’s Certified Concrete Monument	$ 25.00 each

Out of County travel, long distance telephone calls, facsimile transmittals, special mailings (next day delivery), governmental maps, deeds, reductions, etc., and other out-of-pocket project expenses, will be billed at actual expense incurred. Submittal fees required by governmental agencies are the responsibility of the client, at the time of submittal.

Invoices will be sent monthly. Payment is due immediately upon receipt of invoice, however, there is an allowance for a 15-day grace period for the payment to be received, without adding interest or other penalties. If payment is received after the 15-day grace period, the amount due shall increase to reflect an additional one and one-half percent (1.5%) per month interest plus any attorney’s fees required for collection whether action be brought or not.

This rate schedule is subject to change.

TEMPLATE FOR LOCAL GOVERNMENTS AND SPECIAL DISTRICTS FOR PERFORMING A STORMWATER NEEDS
ANALYSIS PURSUANT TO SECTION 5 OF SECTION 403.9302, FLORIDA STATUTES	

INTRODUCTION	

As part of the 2021 regular session, the Legislature recognized the need for a long-term planning process for stormwater and wastewater. Section 403.9302, Florida Statutes, requires a 20-year needs analysis from the local governments providing stormwater services. Because this planning document is forward-looking, it will necessarily include a large number of assumptions about future actions. These assumptions should be based on
any available information coupled with best professional judgment of the individuals completing the document.	
Completing this template by June 30, 2022, will fulfill the statutory requirements for the first round of 20-year needs analyses for stormwater. The template was generated by EDR in cooperation with local governments, Special Districts, the Florida Department of Environmental Protection (DEP), the Water Management Districts, the Florida Stormwater Association, private consultants, and others. Use of this tool will help ensure that information is compiled consistently for the Office of Economic & Demographic Research’s (EDR) report to the
Legislature.	
For the purposes of this document, a stormwater management program and a stormwater management system are as defined in statute (s. 403.031(15) and (16), F.S., respectively; language provided here: https://www.flsenate.gov/Laws/Statutes/2021/403.031). Plainly speaking, the “program” is the institutional framework whereby stormwater management activities (MS4 NPDES permit activities, and other regulatory activities, construction, operation and maintenance, etc. ) are carried out by the public authority. The “system” comprises the physical infrastructure that is owned and/or operated by the local government or special district that specifically is intended to control, convey or store stormwater runoff for treatment and flood protection
purposes.	

For the purposes of this document, the following guiding principles have been adopted:	
Stormwater systems or facilities owned and operated by any of the following are excluded from reporting
requirements for local governments and special districts:	
Private entities or citizens
Federal government
State government, including the Florida Department of Transportation (FDOT)
Water Management Districts
School districts
State universities or Florida colleges	
Local government expenditures associated with routine operation and maintenance are fully funded prior to
commencing new projects and initiatives.	

Local government submissions will include the activities of dependent special districts. Only independent special districts report separately. For a list of all special districts in the state and their type (i.e., dependent or independent), please see the Department of Economic Opportunity’s Official List of Special Districts at the following link: http://specialdistrictreports.floridajobs.org/webreports/alphalist.aspx.	
With respect to federal and state statutes and rulemaking, current law and current administration prevails throughout the 20-year period. In other words, the state’s present legal framework (i.e., the status quo)
continues throughout the period.	

GENERAL INSTRUCTIONS FOR USING THE TEMPLATE 	
Instructions for submitting the template are still under development. Additional information regarding submission and answers to frequently asked questions will be posted on EDR’s website, along with other useful materials, here: http://edr.state.fl.us/Content/natural-resources/stormwaterwastewater.cfm	
The statutory language forms the titles for each part. This template asks that you group your recent and
projected expenditures in prescribed categories. A detailed list of the categories is provided in part 5.0.	
The same project should not appear on multiple tables in the jurisdiction’s response unless the project’s
expenditures are allocated between those tables. All expenditures should be reported in $1,000s (e.g., five hundred thousand dollars should be reported as $500).	
For any jurisdiction that is contracting with another jurisdiction where both could be reporting the same expenditure, please contact EDR for additional guidance. In situations where a reporting jurisdiction contracts with a non-reporting jurisdiction, (i.e., FDOT, the water management districts, the state or federal government),
the reporting jurisdiction should include the expenditures.	
When reporting cost information, please only include the expenditures that have flowed, are flowing, or will
likely flow through your jurisdiction’s budget. While necessary to comply with the statute, the concept of “future expenditures” should be viewed as an expression of identified needs.	
These projections are necessarily speculative and do not represent a firm commitment to future budget
actions by the jurisdiction.	

This Excel workbook contains three worksheets for data entry. (Along the bottom of the screen, the three tabs are highlighted green.) Empty cells with visible borders are unlocked for data entry. In the first tab, titled "Background through Part 4," the information requested is either text, a dropdown list (e.g., Yes or No), or a checkbox. The next tab, "Part 5 through Part 8," contains tables for expenditure or revenue data as well as some
follow-up questions that may have checkboxes, lists, or space for text.	

In Part 5 and Part 6, the expenditure tables have space for up to 5 projects. More projects can be listed in the "Additional Projects" tab. This tab contains a table with space for up to 200 additional projects. In order for these additional projects and expenditures to be correctly classified and included in the final totals, each project must
be assigned a Project Type and Funding Source Type the from the dropdown lists in columns B and C.	

Links to Template Parts:	
Background Information	
Part 1	
Part 2	
Part 3	
Part 4	
Part 5	
Part 6	
Part 7	
Part 8	
Additional Projects - This table contains additional rows for projects that do not fit into the main tables in
Parts 5 and 6	

South Florida Water Management District (SFWMD)

Southwest Florida Water Management District (SWFWMD)

St. Johns River Water Management District (SJRWMD)

Suwannee River Water Management District (SRWMD)

Northwest Florida Water Management District (NWFWMD)

Indicate the Water Management District(s) in which your service area is located.

407-723-5900

Phone Number:

BoardMember1@silverleafcdd.com

Email Address:

Chairman

Position/Title:

Paul Gressin

Name:

Contact Person

Name of stormwater utility, if applicable:

Silverleaf Community Development District

Name of Local Government:

Please provide your contact and location information, then proceed to the template on the next sheet.

Background Information

Indicate the type of local government:	
	Municipality	
	County	
	Independent Special District	

Part 1.0 Detailed description of the stormwater management program (Section 403.9302(3)(a), F.S.)

The stormwater management program, as defined in the Introduction, includes those activities associated with the management, operation and maintenance, and control of stormwater and stormwater management systems, including activities required by state and federal law. The detailed program description is divided into multiple subparts consisting of narrative and data fields.

Part 1.1 Narrative Description:

Regular periodic pond observation and maintenance is performed via the HOA.

Please provide a brief description of the current institutional strategy for managing stormwater in your jurisdiction. Please include
any mission statement, divisions or departments dedicated solely or partly to managing stormwater, dedicated funding sources, and other information that best describes your approach to stormwater:

On a scale of 1 to 5, with 5 being the highest, please indicate the importance of each of the following goals for your program:		
0	1	2	3	4	5		

 					

 					

 					

 						Drainage & flood abatement (such as flooding events associated with rainfall and hurricanes)	
	Water quality improvement (TMDL Process/BMAPs/other)	
	Reduce vulnerability to adverse impacts from flooding related to increases in frequency and
duration of rainfall events, storm surge and sea level rise	
	Other:	

		

Part 1.2 Current Stormwater Program Activities:

Please provide answers to the following questions regarding your stormwater management program.

Yes

Does your jurisdiction have an NPDES Municipal Separate Storm Sewer System (MS4) Permit?

●

If yes, is your jurisdiction regulated under Phase I or Phase II of the NPDES Program:

Yes

Does your jurisdiction have a dedicated stormwater utility?

●

If no, do you have another funding mechanism?

homeowner O&M

If yes, please describe your funding mechanism.

Yes

Does your jurisdiction have a Stormwater Master Plan or Plans?

Yes

Does your jurisdiction have an asset management (AM) system for stormwater infrastructure?

●

If Yes:	
	How many years does the plan(s) cover?	5 yrs	
	Are there any unique features or limitations that are necessary to understand what the plan does or does
not address?	
	SWFWMD will require reinspection and certification every 5 years to insure properly functioning
stormwater system.	

Please provide a link to the most recently adopted version of the document (if it is published online):

●

If Yes, does it include 100% of your facilities?	Yes	
If your AM includes less than 100% of your facilities, approximately what percent of your
facilities are included?		

Does your stormwater management program implement the following (answer Yes/No):	
	A construction sediment and erosion control program for new construction (plans review
and/or inspection)?	
Yes	
	An illicit discharge inspection and elimination program?	No	
	A public education program?	No	
	A program to involve the public regarding stormwater issues?	No	
	A “housekeeping” program for managing stormwater associated with vehicle maintenance
yards, chemical storage, fertilizer management, etc. ?	
No	
	A stormwater ordinance compliance program (i.e., for low phosphorus fertilizer)?		
	Water quality or stream gage monitoring?	No	
	A geospatial data or other mapping system to locate stormwater infrastructure (GIS, etc. )?	
No	
	A system for managing stormwater complaints?		
	Other specific activities?	

●

Notes or Comments on any of the above:

Part 1.3 Current Stormwater Program Operation and Maintenance Activities

Please provide answers to the following questions regarding the operation and maintenance activities undertaken by your stormwater management program.

Yes

Does your jurisdiction typically assume maintenance responsibility for stormwater systems associated with new private development (i.e., systems that are dedicated to public ownership and/or operation upon completion)?

●

This jurisdiction only assumes responsibility of it's own development.

Notes or Comments on the above:

Does your stormwater operation and maintenance program implement any of the following (answer Yes/No):	
	Routine mowing of turf associated with stormwater ponds, swales, canal/lake banks, etc. ?	
Yes	
	Debris and trash removal from pond skimmers, inlet grates, ditches, etc. ?	Yes	
	Invasive plant management associated with stormwater infrastructure?	Yes	
	Ditch cleaning?	Yes	
	Sediment removal from the stormwater system (vactor trucks, other)?	Yes	
	Muck removal (dredging legacy pollutants from water bodies, canal, etc. )?	Yes	
	Street sweeping?	No	
	Pump and mechanical maintenance for trash pumps, flood pumps, alum injection, etc. ?	
No	
	Non-structural programs like public outreach and education?	No	
	Other specific routine activities?	

●

Part 2. Detailed description of the stormwater management system and its facilities and projects (continued Section 403.9302(3)(a), F.S.)

A stormwater management system, as defined in the Introduction, includes the entire set of site design features and structural infrastructure for collection, conveyance, storage, infiltration, treatment, and disposal of stormwater. It may include drainage improvements and measures to prevent streambank channel erosion and habitat degradation. This section asks for a summary description of your stormwater management system. It is not necessary to provide geospatial asset data or a detailed inventory. For some, it may be possible to gather the required data from your Asset Management (AM) system. For others, data may be gathered from sources such as an MS4 permit application, aerial photos, past or ongoing budget investments, water quality projects, or any other system of data storage/management that is employed by the jurisdiction.

Please provide answers to the following questions regarding your stormwater system inventory. Enter zero (0) if your system does
not include the component.		
	Number	Unit of
Measurement	
	Estimated feet or miles of buried culvert:	27,012.00	Feet	
	Estimated feet or miles of open ditches/conveyances (lined and unlined) that are maintained by the
stormwater program:	
5,877.00	
Feet	
	Estimated number of storage or treatment basins (i.e., wet or dry ponds):	22		
	Estimated number of gross pollutant separators including engineered sediment traps such as baffle
boxes, hydrodynamic separators, etc. :	
0		
	Number of chemical treatment systems (e.g., alum or polymer injection):	0		
	Number of stormwater pump stations:	0		
	Number of dynamic water level control structures (e.g., operable gates and weirs that control canal
water levels):	
0		
	Number of stormwater treatment wetland systems:	0		
	Other:		

				

				

Notes or Comments on any of the above:

Which of the following green infrastructure best management practices do you use to manage water flow and/or improve water quality (answer Yes/No):

Best Management Practice	Current	Planned	
Tree boxes	No	No	
Rain gardens	No	No	
Green roofs	No	No	
Pervious pavement/pavers	No	No	
Littoral zone plantings	No	No	
Living shorelines	No	No	
est Management Practices:	

			

Other B

Please indicate which resources or documents you used when answering these questions (check all that apply).

Asset management system	
GIS program	
MS4 permit application	
Aerial photos	
Past or ongoing budget investments	
Water quality projects	
Other(s):	

Engineering Plans / HOA Documents	

Part 3. The number of current and projected residents served calculated in 5-year increments (Section 403.9302(3)(b), F.S.)

Counties and municipalities: Instead of requiring separate population projections, EDR will calculate the appropriate population estimates for each municipality or the unincorporated area of the county. If your service area is less than or more than your local government’s population, please describe in the first text box provided below for part 4.0.

Independent Special Districts:	
	If an independent special district’s boundaries are completely aligned with a county or a municipality, identify that
jurisdiction here:	
	NA	

Any independent special district whose boundaries do not coincide with a county or municipality must submit a GIS shapefile with the current and projected service area. EDR will calculate the appropriate population estimates based on that map. Submission of this shapefile also serves to complete Part 4.0 of this template.

Part 4.0 The current and projected service area for the stormwater management program or stormwater management system (Section 403.9302(3)(c), F.S.)

Rather than providing detailed legal descriptions or maps, this part of the template is exception-based. In this regard, if the stormwater service area is less than or extends beyond the geographic limits of your jurisdiction, please explain.

Similarly, if your service area is expected to change within the 20-year horizon, please describe the changes (e.g., the expiration of an interlocal agreement, introduction of an independent special district, etc. ).

Proceed to Part 5

Part 5.0 The current and projected cost of providing services calculated in 5-year increments (Section 403.9302(3)(d), F.S.)

Given the volume of services, jurisdictions should use the template’s service groupings rather than reporting the current and projected cost of each individual service.
Therefore, for the purposes of this document, “services” means:	
1.

2.	Routine operation and maintenance (inclusive of the items listed in Part 1.3 of this document, ongoing administration, and non-structural programs)	
	Expansion (that is, improvement) of a stormwater management system.	

Expansion means new work, new projects, retrofitting, and significant upgrades. Within the template, there are four categories of expansion projects.	
1.
2.

3.

4.	Flood protection, addressed in parts 5.2 and 5.3… this includes capital projects intended for flood protection/flood abatement	
	Water quality, addressed in part 5.2 and 5.3… this includes stormwater projects related to water quality improvement, such as BMAPs; projects to benefit
natural systems through restoration or enhancement; and stormwater initiatives that are part of aquifer recharge projects	
	Resiliency, addressed in part 5.4… this includes all major stormwater initiatives that are developed specifically to address the effects of climate change, such
as sea level rise and increased flood events	
	End of useful life replacement projects, addressed in part 6.0… this includes major expenses associated with the replacement of aging infrastructure	

While numbers 3 and 4 have components that would otherwise fit into the first two categories, they are separately treated given their overall importance to the Legislature and other policymakers.

Expansion projects are further characterized as currently having either a committed funding source or no identified funding source. Examples of a committed funding source include the capacity to absorb the project’s capital cost within current budget levels or forecasted revenue growth; financing that is underway or anticipated (bond or loan); known state or federal funding (appropriation or grant); special assessment; or dedicated cash reserves for future expenditure.

All answers should be based on local fiscal years (LFY, beginning October 1 and running through September 30). Please use nominal dollars for each year, but include any expected cost increases for inflation or population growth. Please check the EDR website for optional growth rate schedules that may be helpful.

If you have more than 5 projects in a particular category, please use the "Additional Projects" tab. There, you can use dropdown lists to choose the project category and whether there is a committed funding source, then enter the project name and expenditure amounts.

Part 5.1 Routine Operation and Maintenance

Please complete the table below, indicating the cost of operation and maintenance activities for the current year and subsequent five-year increments throughout the 20-year horizon. Your response to this part should exclude future initiatives associated with resiliency or major expenses associated with the replacement of aging infrastructure; these activities are addressed in subparts 5.4 and 6.0. However, do include non-structural programs like public outreach and education in this category.

If specific cost data is not yet available for the current year, the most recent (2020-21) O&M value can be input into the optional growth rate schedules (available on EDR's website as an Excel workbook). The most recent O&M value can be grown using the provided options for inflation, population growth, or some other metric of your choosing. If the growth in your projected total O&M costs is more than 15% over any five-year increment, please provide a brief explanation of the major drivers.

Routine Operation and Maintenance	Expenditures (in $thousands)
	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	
Operation and Maintenance Costs	0	0	0	0	0	
Brief description of growth greater than 15% over any 5-year period:	
N/A	

Part 5.2 Future Expansion (Committed Funding Source)

Please list expansion projects and their associated costs for the current year and subsequent five-year increments throughout the 20-year planning horizon. In this section, include stormwater system expansion projects or portions of projects with a committed funding source. If you include a portion of a project that is not fully funded, the project’s remaining cost must be included in part 5.3, Expansion Projects with No Identified Funding Source.

Though many, if not most, stormwater projects benefit both flood protection and water quality, please use your best judgment to either allocate costs or simply select the primary purpose from the two categories below.

5.2.1 Flood Protection (Committed Funding Source): Provide a list of all scheduled new work, retrofitting and upgrades related to flood protection/flood abatement. Include infrastructure such as storage basins, piping and other conveyances, land purchases for stormwater projects, etc . Also include major hardware purchases such as vactor/jet trucks.

5.2.2 Water Quality Projects (Committed Funding Source): Please provide a list of scheduled water quality projects in your jurisdiction, such as treatment basins, alum injection systems, green infrastructure, water quality retrofits, etc., that have a direct stormwater component. The projected expenditures should reflect only those costs.

If you are party to an adopted BMAP, please include the capital projects associated with stormwater in this table. Include BMAP project number, cost to your jurisdiction, and year(s) that capital improvement costs are to be incurred. For reference, DEP publishes a complete list of adopted BMAP projects as an appendix in their Annual STAR Report.

●

Expansion Projects with a Committed Funding Source
Flood Protection	Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Water Quality	Expenditures (in $thousands)
Project Name (or, if applicable, BMAP Project
Number or ProjID)	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Part 5.3 Future Expansion with No Identified Funding Source

Please provide a list of known expansion projects or anticipated need(s) without formal funding commitments(s), formal pledges, or obligations. If you included a portion of a project that was partially covered by a committed source in part 5.2 above, list the projects and their remaining costs below.

5.3.1 Future Flood Protection with No Identified Funding Source: Please provide a list of future flood protection/flood abatement projects, associated land purchases, or major hardware purchases that are needed in your jurisdiction over the next 20 years. Future needs may be based on Master Plans, Comprehensive Plan Elements, Water Control Plans, areas of frequent flooding, hydrologic and hydraulic modeling, public safety, increased frequency of maintenance, desired level of service, flooding complaints, etc.

5.3.2 Future Water Quality Projects with no Identified Funding Source: Please provide a list of future stormwater projects needed in your jurisdiction over the next 20 years that are primarily related to water quality issues. Future needs may be based on proximity to impaired waters or waters with total maximum daily loads (TMDLs), BMAPs, state adopted Restoration Plans, Alternative Restoration Plans, or other local water quality needs.

If you are party to an adopted BMAP, please list capital projects associated with stormwater. Include BMAP project number, cost to your jurisdiction, and year(s) that capital improvement costs are to be incurred.

●

List other future water quality projects, including those in support of local water quality goals as well as those identified in proposed (but not yet adopted) BMAPs.

●

Expansion Projects with No Identified Funding Source
Flood Protection	Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Water Quality	Expenditures (in $thousands)
Project Name (or, if applicable, BMAP Project
Number or ProjID)	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Please indicate which resources or documents you used to complete table 5.3 (check all that apply).	
	Stormwater Master Plan	
	Basin Studies or Engineering Reports	
	Adopted BMAP	
	Adopted Total Maximum Daily Load	
	Regional or Basin-specific Water Quality Improvement Plan or Restoration Plan	
	Specify:		
	Other(s):		

Part 5.4 Stormwater projects that are part of resiliency initiatives related to climate change

Please list any stormwater infrastructure relocation or modification projects and new capital investments specifically needed due to sea level rise, increased flood events, or other adverse effects of climate change. When aggregating, include O&M costs for these future resiliency projects and investments in this table (not in part 5.1). If your jurisdiction participates in a Local Mitigation Strategy (LMS), also include the expenditures associated with your stormwater management system in this category (for example, costs identified on an LMS project list).

Resiliency Projects with a Committed Funding Source	Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Resiliency Projects with No Identified Funding Source	Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

No

Has a vulnerability assessment been completed for your jurisdiction’s storm water system?

No

Does your jurisdiction have a long-range resiliency plan of 20 years or more?

●

0

If no, how many facilities have been assessed?

●

If yes, please provide a link if available:

No

If no, is a planning effort currently underway?

Part 6.0 The estimated remaining useful life of each facility or its major components (Section 403.9302(3)(e), F.S.)

Rather than reporting the exact number of useful years remaining for individual components, this section is constructed to focus on infrastructure components that are targeted for replacement and will be major expenses within the 20-year time horizon. Major replacements include culverts and pipe networks, control structures, pump stations, physical/biological filter media, etc . Further, the costs of retrofitting when used in lieu of replacement (such as slip lining) should be included in this part.
Finally, for the purposes of this document, it is assumed that open storage and conveyance systems are maintained (as opposed to replaced) and have an unlimited service life.

In order to distinguish between routine maintenance projects and the replacement projects to be included in this part, only major expenses are included here. A major expense is defined as any single replacement project greater than 5% of the jurisdiction’s total O&M expenditures over the most recent five-year period (such as a project in late 2021 costing more than 5% of the O&M expenditures for fiscal years 2016-2017 to 2020-2021).

If you have more than 5 projects in a particular category, please use the "Additional Projects" tab. There, you can use dropdown lists to choose the project category and whether there is a committed funding source, then enter the project name and expenditure amounts.

End of Useful Life Replacement Projects with a Committed Funding Source
Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

End of Useful Life Replacement Projects with No Identified Funding Source
Expenditures (in $thousands)
Project Name	LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

						

Part 7.0 The most recent 5-year history of annual contributions to, expenditures from, and balances of any capital account for maintenance or expansion of any facility or its major components. (Section 403.9302(3)(f), F.S.)

This part of the template also addresses a portion of s. 403.9302(3)(g), F.S., by including historical expenditures. Many local governments refer to these as “actual” expenditures.

Consistent with expenditure projections, the jurisdiction’s actual expenditures are categorized into routine O&M, expansion, resiliency projects, and replacement of aging infrastructure. Additionally, the table includes space for reserve accounts. EDR’s interpretation of subparagraph 403.9302(3)(f), F.S., is that “capital account” refers to any reserve account developed specifically to cover future expenditures.

Note that for this table:	
●
●

●
●
●	Expenditures for local fiscal year 2020-21 can be estimated based on the most current information if final data is not yet available.	
	Current Year Revenues include tax and fee collections budgeted for that fiscal year as well as unexpended balances from the prior year (balance forward or
carry-over) unless they are earmarked for the rainy day or a dedicated reserve as explained in the following bullets.	
	Bond proceeds should reflect only the amount expended in the given year.	
	A reserve is a dedicated account to accumulate funds for a specific future expenditure.	
	An all-purpose rainy day fund is a type of working capital fund typically used to address costs associated with emergencies or unplanned events.	

The sum of the values reported in the "Funding Sources for Actual Expenditures" columns should equal the total "Actual Expenditures" amount. The cells in the "Funding Sources for Actual Expenditures" section will be highlighted red if their sum does not equal the "Actual Expenditures" total.

If you do not have a formal reserve dedicated to your stormwater system, please enter zero for the final two reserve columns.

Routine O&M
	Total	Funding Sources for Actual Expenditures		
	
Actual Expenditures	Amount Drawn
from Current Year Revenues	Amount Drawn
from Bond Proceeds	Amount Drawn
from Dedicated Reserve	Amount Drawn
from All-Purpose Rainy Day Fund		Contributions to Reserve Account	Balance of Reserve Account	
2016-17	0	0	0	0	0		0	0	
2017-18	0	0	0	0	0		0	0	
2018-19	0	0	0	0	0		0	0	
2019-20			0	0	0		0	0	
2020-21			0	0	0		0	0	

Expansion
	Total	Funding Sources for Actual Expenditures		
	
Actual Expenditures	Amount Drawn
from Current Year Revenues	Amount Drawn
from Bond Proceeds	Amount Drawn
from Dedicated Reserve	Amount Drawn
from All-Purpose Rainy Day Fund		Contributions to Reserve Account	Balance of Reserve Account	
2016-17	0	0	0	0	0		0	0	
2017-18	0	0	0	0	0		0	0	
2018-19	0	0	0	0	0		0	0	
2019-20	0	0	0	0	0		0	0	
2020-21	0	0	0	0	0		0	0	

Resiliency
	Total	Funding Sources for Actual Expenditures		
	
Actual Expenditures	Amount Drawn from Current
Year Revenues	Amount Drawn from Bond
Proceeds	Amount Drawn from Dedicated
Reserve	Amount Drawn from All-Purpose
Rainy Day Fund		Contributions to Reserve Account	Balance of Reserve Account	
2016-17	0	0	0	0	0		0	0	
2017-18	0	0	0	0	0		0	0	
2018-19	0	0	0	0	0		0	0	
2019-20	0	0	0	0	0		0	0	
2020-21	0	0	0	0	0		0	0	

Replacement of Aging Infrastructure
	Total	Funding Sources for Actual Expenditures		
	
Actual Expenditures	Amount Drawn
from Current Year Revenues	Amount Drawn
from Bond Proceeds	Amount Drawn
from Dedicated Reserve	Amount Drawn
from All-Purpose Rainy Day Fund		Contributions to Reserve Account	Balance of Reserve Account	
2016-17	0	0	0	0	0		0	0	
2017-18	0	0	0	0	0		0	0	
2018-19	0	0	0	0	0		0	0	
2019-20	0	0	0	0	0		0	0	
2020-21	0	0	0	0	0		0	0	

Part 8.0 The local government's plan to fund the maintenance or expansion of any facility or its major components. The plan must include historical and estimated future revenues and expenditures with an evaluation of how the local government expects to close any projected funding gap (Section 403.9302(3)(g), F.S.)

In this template, the historical data deemed necessary to comply with s. 403.9302(3)(g), F.S., was included in part 7.0. This part is forward looking and includes a funding gap calculation. The first two tables will be auto-filled from the data you reported in prior tables. To do this, EDR will rely on this template’s working definition of projects with committed funding sources, i.e., EDR assumes that all committed projects have committed revenues. Those projects with no identified funding source are considered to be unfunded. EDR has automated the calculation of projected funding gaps based on these assumptions.

Committed Funding Source	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	
Maintenance	0	0	0	0	
Expansion	0	0	0	0	
Resiliency	0	0	0	0	
Replacement/Aging Infrastructure	0	0	0	0	
Total Committed Revenues (=Total Committed Projects)	0	0	0	0	

No Identified Funding Source	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	
Maintenance	0	0	0	0	
Expansion	0	0	0	0	
Resiliency	0	0	0	0	
Replacement/Aging Infrastructure	0	0	0	0	
Projected Funding Gap (=Total Non-Committed Needs)	0	0	0	0	

For any specific strategies that will close or lessen a projected funding gap, please list them in the table below. For each strategy, also include the expected new revenue within the five-year increments.

Strategies for New Funding Sources	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

					

Total	0	0	0	0	

Remaining Unfunded Needs	0	0	0	0	

Additional Table Rows

Choose from the drop-down lists for Project Type and Funding Source Type, then fill in the project name and expenditure estimates.	
Rows that are highlighted RED are either missing information in a "Project & Type Information" column or have zero expenditures.	
Link to aggregated table to crosscheck category totals and uncategorized projects.		

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

								

								

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

								

								

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

								

								

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

								

								

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

								

								

								

Project & Type Information	Expenditures (in $thousands)	
Project Type
(Choose from dropdown list)	Funding Source Type (Choose from dropdown list)	
Project Name	
LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	

								

								

Project & Type Information	Expenditures	
Project Type	Funding Source Type		LFY 2021-2022	2022-23 to
2026-27	2027-28 to
2031-32	2032-33 to
2036-37	2037-38 to
2041-42	
Expansion Projects, Flood Protection	Committed Funding Source	Aggregated Total	0	0	0	0	0	
Expansion Projects, Water Quality	Committed Funding Source	Aggregated Total	0	0	0	0	0	
Resiliency Projects	Committed Funding Source	Aggregated Total	0	0	0	0	0	
End of Useful Life Replacement Projects	Committed Funding Source	Aggregated Total	0	0	0	0	0	
Expansion Projects, Flood Protection	No Identified Funding Source	Aggregated Total	0	0	0	0	0	
Expansion Projects, Water Quality	No Identified Funding Source	Aggregated Total	0	0	0	0	0	
Resiliency Projects	No Identified Funding Source	Aggregated Total	0	0	0	0	0	
End of Useful Life Replacement Projects	No Identified Funding Source	Aggregated Total	0	0	0	0	0	

Total of Projects without Project Type and/or Funding Source Type	0	0	0	0	0	

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Eco-Logic Proposal

AGREEMENT FOR ENVIRONMENTAL SERVICES
Proposal Date: July 20, 2022

This Agreement is made effective by and between:

"Client"

"Eco-Logic Services"

Name: Address:

Silverleaf COD
501 Quadrangle Boulevard, Suite 270,
Orlando, FL 32817

Name:	Eco-Logic Services LLC
Address:	PO Box 18204 Sarasota, FL 34276

Phone:

407-723-5900

Phone:

(941) 302-1206

Representative:	Ms. Vivian Carvalho
Email:	carvalhov@pfm.com

Representative:	Peter Nabor
Email:	Pete@Eco-Logic-Services.com

Project: Silverleaf
Project Location: Manatee County, FL
Fee Type: Unit price and hourly fee per attached Scope of Services
Retainer: No
Scope of Services: Attached
Special Conditions:
This document is a proprietary product produced by Eco-Logic Services and represents a considerable investment of resources with no compensation. Any reproduction, transmittal, or reuse of this document, or any portion thereof, by any third party without the express written consent of Eco-Logic Services is prohibited under penalty of legal action.
All rates and fees shall be subject to renegotiation if this Agreement is not signed and returned within thirty days of date above.
This Agreement with the attached Scope of Services and Terms and Conditions constitute the complete agreement between Eco-Logic Services and Client with respect to the scope of services hereunder.

LJL

Eco-Log es LLC

By		

Silverleaf COD

By:

Print Name: Peter Nabor	Print  Name: ---------------

Title: Principal/ Senior Project Scientist Date: July 20, 2022

Title: 	 Date: 	

Silverleaf COD buffer proposal.docx	Page 1 of 5

SILVERLEAF	Land Stewardship Solutions

Cleanup of Select Wetland Buffer Area

Eco-Logic Services will clean up the wetland buffer behind the homes along Grass Pointe Drive as shown on Figure 1. The dead vegetation in the outer ten feet of the buffer will be brushcut and mulched up on the ground so it lays flat. For the remainder of the 30' buffer, woody material such as Brazilian peppers will be cut, the stumps treated with an approved herbicide, and the cut material will be hauled to an appropriate disposal facility. All work will be done by hand and native plants will be left in place to the greatest extent possible. Access along the preserve will be required for a vehicle pulling a dump trailer to haul out the materials.

These services are not included in this proposal, but proper ongoing maintenance should be provided to ensure the area does not become reinfested with undesirable plants and that native species are allowed to grow and spread to fill in the area. Selective replanting could also be considered to get native plants established in the area more quickly.

Additional Services

Additional services requested by the Client will be provided and billed as agreed to in writing (including email) under this task. Significant items will be performed under an addendum to this Agreement. Additional Services may include meetings, coordination or negotiation with the regulatory agencies regarding permit compliance, or other services not specifically detailed in this Scope of Services. Eco-Logic Services is pleased to provide these services, and any fees associated with this task will be incurred only at the request of, or with prior authorization of the Client.

Cost

Compensation for services rendered pursuant to this Agreement will be paid based on the following:

Cleanup of Select Wetland Buffer Area	$11,750.00
Additional Services	to be billed as requested

Invoices will be submitted monthly based on the schedule of services and assumptions provided in this proposal. Lump sum tasks will be billed based on percent completion of the task. Additional services will be provided subject to additional compensation, based on verbal or written authorization by the Client.

Assumptions of this Proposal

The Client will make provision for Eco-Logic Services to enter the work area as required to perform services under this Agreement.
Upon request or as required to perform the services under this Agreement, the Client will provide all relevant plans and permits.
Maintenance includes only the area shown on Figure 1. Other buffer areas are likely out of compliance and/or in the same aesthetic condition but are not included in this effort.
This Agreement does not include permit modifications, negotiations with regulatory agencies, or corrective actions for compliance issues.
If the outer edge of the preserve area is not marked with survey stakes at the time of the effort, Eco-Logic
Services will approximate the edge based on field observations.

Native vines (i.e., grapevine), native "weedy plants" (i.e., ragweed and dog fennel), or native upland species will not be targeted in the treatment areas. If control of these plants is desired by the Client or required by an agency, maintenance will be performed for an additional fee via an addendum to this Agreement.
The proposed level of preserve maintenance will be acceptable to the agencies. Additional events or treatment specifications will require additional fees via an addendum to this Agreement.	r
No trash, garbage, or debris cleanup is included in this proposal.
The fees in this Agreement do not include any sales, value added, or other taxes that may be required by the government. Any such taxes will be added to invoices as required.
All work products under this Agreement may be used in marketing, advertising, resume, and other similar business development materials. Use of such materials shall be in accordance with industry standards and normal business practices.

Figure 1. Site plan for Silverleaf showing the proposed work area.

TERMS AND CONDITIONS

DESCRIPTION OF SERVICES: Eco-Logic Services will provide the services described in the Scope of Services included in this Agreement to the Client for the stated fee in accordance with these terms and conditions:

PAYMENT: Client agrees to pay Eco-Logic Services according to the Fee Schedule provided in the attached Scope of Services. Invoices shall be submitted monthly for the work performed in the previous month. If any invoice is not paid within 30 days, interest will be added to and payable on all overdue amounts at 1.5% per month (18% per year) or the maximum legal rate of interest allowable. Client shall pay all costs of collection, including without limitation, reasonable attorney fees. If Client disputes any portion of an invoice, the Client must notify Eco­ logic Services in writing of the disputed item within 10 days of the date of the invoice. If any invoice is not paid in full within 60 days of the invoice date, Eco-Logic Services may immediately suspend all or any portion of the services until payment is received in full and Eco-Logic Services has the option to treat such failure to pay as a material breach of this Agreement and/or seek legal remedies.

LIMITATION OF LIABILITY: Neither party will be liable for breach-of-contract damages suffered by the other that are remote or speculative, or that could not reasonably have been foreseen on entry into this agreement. Eco-Logic Services' liability for any breach-of-contract claims under this agreement will not exceed the Compensation received from the Client under this agreement over a six-month period immediately preceding the claim. No claim may be brought against Eco-Logic Services in contract or tort more than one year after the cause of action arose. Any claim, suit, demand or action brought under this Agreement shall be directed and/or asserted only against Eco-Logic Services and not against any employees, shareholders, officers or directors of Eco-Logic Services.

TERM: This Agreement will terminate automatically upon completion of the Scope of Services by Eco-Logic Scope of Services. For ongoing services tasks, the portion of the Agreement directly related to that task will continue in effect until terminated by either party upon 30 days written notice to the other party. In the event of any termination, Eco-Logic Services shall be paid for all services rendered and reimbursables incurred through the date of notice of termination plus this 30-day period.

FORCE MAJEURE: If performance of this Agreement or any obligations under this Agreement is prevented, restricted, or interfered with, either temporarily or permanently, by causes beyond either party's reasonable control ("Force Majeure"), then the obligations of this Agreement shall be suspended to the extent necessary by such event. The term "Force Majeure" shall include without limitation acts of nature, severe weather or other catastrophic conditions, orders or acts of military or civil authority, or by state or national emergencies, riots, or wars, or work stoppages, or any other similar event beyond the reasonable control of either party.

DISPUTE RESOLUTION: The parties will attempt to resolve any dispute out of or relating to this Agreement through friendly negotiations amongst the parties. If the matter is not resolved by negotiation, the matter will be submitted to mediation, in accordance with any statutory rules of mediation. If mediation is not successful in resolving the entire dispute, or is unavailable, any outstanding issues will be submitted to final and binding arbitration under the rules of the American Arbitration Association and will be done within Sarasota County, Florida. The arbitrator's award will be final, and judgement may be entered upon it by any court having proper jurisdiction.

SEVERABILITY: If any provision of this Agreement will be held to be invalid or unenforceable for any reason, the remaining provisions will continue to be valid and enforceable as if the invalid or unenforceable had never been contained within.

NOTICE: Any notice or communication required or permitted under this Agreement shall be sufficiently given if delivered in person or by certified or registered mail or via email, with receipt of reply, to the party entitled thereto at the address set forth in the opening portion of this Agreement.

WAIVER OF CONTRACTUAL RIGHT: The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

CONSTRUCTION AND INTERPRETATION: The rule requiring construction or interpretation against the drafter is waived. This document shall be deemed as if it were drafted by both parties in a mutual effort.

ATTOURNEY'S FEES TO PREVAILING PARTY: In any action arising hereunder or any separate action pertaining to the validity of this Agreement, the prevailing party shall be awarder reasonable attorney's fees and costs, both in the trial court and appeal.

ENTIRE AGREEMENT: This Agreement contains the entire agreement of the parties, and there are no other promises or conditions in any other agreement whether oral or written concerning the subject matter of this Agreement. The Agreement supersedes any prior written or oral agreements between the parties.

Jorge Orsini
From: Sent: To:
Cc: Subject:

Kimberly Ashton <kimashton@voglerashton.com> Monday, August 15, 2022 4:06 PM
Vivian Carvalho
Venessa Ripoll; Jorge Orsini; Paul Gressin; thecht@nealcommunities.com Re: Silverleaf Agreement for Environmental Services w/ eco-logic services

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	 Vivian,
The agreement concerns the wetlands.

Wetlands are environmentally sensitive conservation / preservation areas as well as part of the overall stormwater system that the CDD should operate and maintain.
Sincerely, Kimberly Ashton
Vogler Ashton, PLLC
705 10th Avenue W., Unit 103
Palmetto, FL 34221 941‐304‐3400 x102
941.866.7648 Facsimile www.voglerashton.com

Confidentiality Notice ‐ This message is being sent by or on behalf of an attorney. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged or confidential or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e‐mail and delete all copies of this message.

On Aug 15, 2022, at 3:12 PM, Vivian Carvalho <carvalhov@pfm.com> wrote:

Kim,

Please refer to the attached agreement that the Board did not approve since they needed confirmation from District Counsel if this work is legitimate CDD expense versus HOA expense.

As a point of reference I’ve included the MEMO that is in place for the District. Please review and advise.
Thanks,

Vivian Carvalho District Manager

PFM Group Consulting, LLC
Carvalhov@pfm.com | Phone 407-723-5900 | Fax 407-723-5901 | Web pfm.com 3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817

<Agreement for Environmental Services.pdf><SL MEMO O&M Map detail 10.12.21.pdf>

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Payment Authorizations #172-174

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT
Payment Authorization #172-174

PA #	Description	Amount	Total	
				
172	PFM Group Consulting	$	3,208.33		
		$	7.12		
				
	VGlobalTech	$	300.00		
		$	135.00		
		$	135.00		
				
	Vogler Ashton	$	1,364.00		

			$5,149.45	
				
173	McClatchy Company	$	121.68		
		$	90.09		
				
	PFM Group Consulting	$	4.49		
				
	VGlobalTech	$	135.00		
				
	ZNS Engineering	$	1,650.00		

			$2,001.26	
				
174	PFm Group Consulting	$	2.45		
				
	Supervisor Fees - 8/10/22 Meeting	$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		
		$	200.00		

			$1,002.45	
				
		TOTAL	$8,153.16	

Rick Montejano

From:	Paul Gressin <paulgressin@icloud.com>
Sent:	Tuesday, July 26, 2022 10:54 PM
To:	Rick Montejano
Subject:	Re: Silverleaf PA #172.pdf
Attachments:	Silverleaf PA #172.pdf

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	 Request for payment per attached is authorized
Sent from my iPhone
On Jul 26, 2022, at 3:13 PM, Rick Montejano <montejanor@pfm.com> wrote: Good afternoon Paul –

Attached is the latest payment authorization to be reviewed for approval of payment. Appreciate your time.
Rick

1

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Payment Authorization #172

7/26/2022		
Item No.	Payee	
Invoice	General Fund	

1	
PFM Group Consulting			
	District Mgmt Fees - Jul 2022	DM-07-2022-40	$	3,208.33	
	Postage/FedEx - June 2022	OE-EXP-07-00037	$	7.12	
2	VGlobalTech			
	Quarterly ADA (Apr-Jun)	4047	$	300.00	
	Website Maintenance - June 2022	3970	$	135.00	
	Website Maintenance - July 2022	4102	$	135.00	
3	Vogler Ashton			
	District Counsel Through 7/12/2022	211	$	1,364.00	
		
TOTAL	
$	5,149.45	

Secretary / Assistant Secretary	Chairman / Vice Chairman

Silverleaf CDD
c/o PFM Group Consulting
3501 Quadrangle Boulevard, Ste. 270
Orlando, FL 32817
MontejanoR@pfm.com // (407) 723-5951

Rick Montejano

From:	Paul Gressin <paulgressin@icloud.com>
Sent:	Monday, August 8, 2022 9:20 AM
To:	Rick Montejano
Subject:	Re: Silverleaf PA #173.pdf
Attachments:	Silverleaf PA #173.pdf

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	 Payment as outlined herein approved. Paul Gressin
Sent from my iPhone
On Aug 8, 2022, at 8:00 AM, Rick Montejano <montejanor@pfm.com> wrote: Paul –

Please review the latest payment authorization for approval of payment. Any question let me know,
Thanks.

Rick

1

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Payment Authorization #173

8/8/2022		
Item No.	Payee	
Invoice	General Fund	

1	
McClatchy Company			
	Legal Advertising on 7/6/2022 (Ad: IPL0077198)	137054	$	121.68	
	Legal Advertising on 7/26/2022 (Ad: IPL0079400	139481	$	90.09	
2	PFM Group Consulting			
	Postage/FedEx - May 2022	OE-EXP-05-046	$	4.49	
3	VGlobalTech			
	Website Maintenance - August 2022	4180	$	135.00	
4	ZNS Engineering			
	Engineering Services Through 5/31/2022	145438	$	1,650.00	
		
TOTAL	
$	2,001.26	

Secretary / Assistant Secretary	Chairman / Vice Chairman

Silverleaf CDD
c/o PFM Group Consulting
3501 Quadrangle Boulevard, Ste. 270
Orlando, FL 32817
MontejanoR@pfm.com // (407) 723-5951

Rick Montejano

From:	Paul Gressin <paulgressin@icloud.com>
Sent:	Monday, August 15, 2022 2:00 PM
To:	Rick Montejano
Subject:	Re: Silverleaf PA #174.pdf
Attachments:	Silverleaf PA #174.pdf

 ALERT: This message is from an external source.BE CAUTIOUS before clicking any link or attachment	 Approved as attached
Sent from my iPhone
On Aug 15, 2022, at 11:48 AM, Rick Montejano <montejanor@pfm.com> wrote: Hi Paul –

Please review the latest payment authorization attached for approval of payment. Let me know if you have any questions.
Thanks, Rick

1

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

Payment Authorization #174

8/15/2022		
Item No.	Payee	
Invoice	General Fund	

1	
PFM Group Consulting			
	Postage/FedEx - July 2022	OE-EXP-08-2022-31	$	2.45	
2	Supervisor Fees - 8/10/2022 Meeting			
	Dale Weidemiller	2022.08.10	$	200.00	
	Jonathan Decker	2022.08.10	$	200.00	
	Jackie Miller	2022.08.10	$	200.00	
	Paul Gressin	2022.08.10	$	200.00	
	Lawrence Powell	2022.08.10	$	200.00	
		
TOTAL	
$	1,002.45	

Secretary / Assistant Secretary	Chairman / Vice Chairman

Silverleaf CDD
c/o PFM Group Consulting
3501 Quadrangle Boulevard, Ste. 270
Orlando, FL 32817
MontejanoR@pfm.com // (407) 723-5951

SILVERLEAF COMMUNITY DEVELOPMENT DISTRICT

District Financial Statements

Silverleaf CDD
Statement of Financial Position As of 7/31/2022

Debt Service -	Debt Service -	Debt Service -	
2014, 2019	2014A2	2018A	

Construction
General Fund	Fund -
2014A,2019

Long Term Debt Group

Total

	Assets		
Current Assets					
General Checking Account	$301,457.41											$301,457.41	
Prepaid Expenses	4,796.12											4,796.12	
Deposits	167.00											167.00	
Debt Service Reserve 2014A1			$23,187.50									23,187.50	
Revenue Account 2014A			315,937.34									315,937.34	
Revenue Account 2019A1			293,843.29									293,843.29	
Interest Account 2019A1			0.03									0.03	
Prepayment Acct. 2019A2			1,965,966.70									1,965,966.70	
Prepayment Acct. 2019A1			39,913.88									39,913.88	
Debt Service Reserve 2019A1			88,385.63									88,385.63	
Interest Account 2019A2			0.03									0.03	
Prepayment Acct. 2014A1			3,224.48									3,224.48	
Sinking Fund 2019A1			0.02									0.02	
Sinking Fund 2019A2			0.02									0.02	
Debt Service Reserve 2014A2				$84,318.75								84,318.75	
Interest Account 2014A2				0.03								0.03	
Prepayment Account 2014A2				1,327.09								1,327.09	
Sinking Fund 2014A2				0.01								0.01	
Revenue 2018A Bond						$151,102.59						151,102.59	
Sinking Fund 2018A1 Bond						0.01						0.01	
Interest 2018A1 Bond						0.03						0.03	
Prepayment 2018A1 Bond						2,359.60						2,359.60	
Debt Service Reserve 2018A1 Bond						103,471.76						103,471.76	
Prepayment 2018A2 Bond			
			78,663.67						78,663.67	
Total Current Assets	$306,420.53		$2,730,458.92	$85,645.88		$335,597.66		$0.00		$0.00		$3,458,122.99	

Investments
Amount Available in Debt Service Funds											$3,151,702.46		$3,151,702.46	
Amount To Be Provided											6,838,297.54		6,838,297.54	
Total Investments	$0.00		$0.00		$0.00		$0.00		$0.00		$9,990,000.00		$9,990,000.00	

Total Assets	$306,420.53	$2,730,458.92	$85,645.88	$335,597.66	$0.00	$9,990,000.00	$13,448,122.99

Silverleaf CDD
Statement of Financial Position As of 7/31/2022

General Fund

Debt Service -	Debt Service -	Debt Service -	
2014, 2019	2014A2	2018A	

Liabilities and Net Assets

Construction Fund - 2014A,2019

Long Term	Total Debt Group

Current Liabilities
Accounts Payable
Total Current Liabilities

Long Term Liabilities
Revenue Bonds Payable LongTerm Total Long Term Liabilities

$1,866.26

$1,866.26

$0.00

$0.00	$0.00	$0.00

$0.00	$0.00	$0.00

$0.00

$0.00

$0.00

$9,990,000.00

$9,990,000.00

$1,866.26

$1,866.26

$9,990,000.00

$9,990,000.00

   	   

Total Liabilities

Net Assets

$1,866.26

$0.00	$0.00	$0.00

$0.00

$9,990,000.00	$9,991,866.26

Net Assets, Unrestricted	($4,139.20)												($4,139.20)	
Net Assets - General Government	200,880.38												200,880.38	
Current Year Net Assets - General Government	107,813.09												107,813.09	
Net Assets, Unrestricted			$1,070,399.63										1,070,399.63	
Current Year Net Assets, Unrestricted			1,660,059.29										1,660,059.29	
Net Assets, Unrestricted					$96,417.08								96,417.08	
Current Year Net Assets, Unrestricted					(10,771.20)								(10,771.20)	
Net Assets, Unrestricted							$361,961.09						361,961.09	
Current Year Net Assets, Unrestricted							(26,363.43)						(26,363.43)	
Net Assets, Unrestricted									$3,739,598.49				3,739,598.49	
Current Year Net Assets, Unrestricted									(3,689,598.49)				(3,689,598.49)	
Net Assets - General Government									(50,000.00)				(50,000.00)	
Total Net Assets	$304,554.27		$2,730,458.92		$85,645.88		$335,597.66		$0.00		$0.00		$3,456,256.73	
														
Total Liabilities and Net Assets	$306,420.53		$2,730,458.92		$85,645.88		$335,597.66		$0.00		$9,990,000.00		$13,448,122.99	

Silverleaf CDD Statement of Activities As of 7/31/2022

Debt Service -	Debt Service -	Debt Service -	
2014, 2019	2014A2	2018A	

Construction
General Fund	Fund - 2014,
2019

Long Term Debt Group

Total

Revenues

On-Roll Assessments	$167,530.25												$167,530.25	
Off-Roll Assessments	39,917.08												39,917.08	
Other Income & Other Financing Sources	14.99												14.99	
On-Roll Assessments			$273,919.43										273,919.43	
Off-Roll Assessments			344,866.03										344,866.03	
Other Assessments			1,443,461.80										1,443,461.80	
Inter-Fund Group Transfers In			1,329,738.83										1,329,738.83	
Other Assessments					$9,229.16								9,229.16	
Inter-Fund Group Transfers In					166,958.72								166,958.72	
On-Roll Assessments							$162,434.12						162,434.12	
Off-Roll Assessments							41,011.92						41,011.92	
Other Assessments							180,355.96						180,355.96	
Inter-Fund Transfers In									($1,496,697.55)				(1,496,697.55)	
Total Revenues	$207,462.32		$3,391,986.09		$176,187.88		$383,802.00		($1,496,697.55)		$0.00		$2,662,740.74	

Expenses

Supervisor Fees	$7,800.00												$7,800.00	
Public Officials' Insurance	2,882.00												2,882.00	
Trustee Services	13,334.01												13,334.01	
Management	32,083.30												32,083.30	
Engineering	2,513.10												2,513.10	
Dissemination Agent	11,250.00												11,250.00	
District Counsel	5,477.50												5,477.50	
Assessment Administration	12,500.00												12,500.00	
Reamortization Schedules	500.00												500.00	
Audit	4,000.00												4,000.00	
Postage & Shipping	67.42												67.42	
Legal Advertising	1,161.81												1,161.81	
Office Supplies	125.00												125.00	
Web Site Maintenance	2,200.00												2,200.00	
Dues, Licenses, and Fees	175.00												175.00	
Electric	57.09												57.09	
General Insurance	3,523.00												3,523.00	
Principal Payment - 2019A1 Bond			$220,000.00										220,000.00	
Principal Payment - 2019A2 Bond			1,150,000.00										1,150,000.00	
Interest Payments - 2014A1 Bond			30,700.00										30,700.00	
Interest Payments - 2019A1 Bond			141,918.75										141,918.75	
Interest Payments - 2019A2 Bond			189,350.00										189,350.00	
Principal Payments - 2014A2 bond					$55,000.00								55,000.00	
Interest Payments - 2014A2 bond					131,962.50								131,962.50	
Principal Payment - 2018A1 Bond							$35,000.00						35,000.00	
Principal Payment - 2018A2 Bond							210,000.00						210,000.00	
Interest Payment - 2018A1 Bond							124,837.50						124,837.50	
Interest Payment - 2018A2 Bond							40,341.25						40,341.25	
Contingency									$2,192,995.67				2,192,995.67	
Total Expenses	$99,649.23		$1,731,968.75		$186,962.50		$410,178.75		$2,192,995.67		$0.00		$4,621,754.90	

Other Revenues (Expenses) & Gains (Losses)

Interest Income			$41.95										$41.95	
Interest Income					$3.42								3.42	
Interest Income							$13.32						13.32	
Interest Income									$94.73				94.73	
Total Other Revenues (Expenses) & Gains (Losses)	$0.00		$41.95		$3.42		$13.32		$94.73		$0.00		$153.42	

Change In Net Assets	
$107,813.09		
$1,660,059.29		
($10,771.20)		
($26,363.43)		
($3,689,598.49)		$0.00		($1,958,860.74)	

Net Assets At Beginning Of Year	
$196,741.18		
$1,070,399.63		
$96,417.08		
$361,961.09		
$3,689,598.49		
$0.00		
$5,415,117.47	

Net Assets At End Of Year	

$304,554.27		

$2,730,458.92		

$85,645.88		

$335,597.66		

$0.00		

$0.00		

$3,456,256.73	

Silverleaf CDD
Budget to Actual
For the Month Ending 7/31/2022

Year To Date
FY 2022

Actual

Budget	Variance	Adopted Budget

Revenues

On-Roll Assessments	$167,530.25		$172,456.70		$(4,926.45)		$ 206,948.00	
Off-Roll Assessments	39,917.08		0.00		39,917.08		-	
Other Income & Other Financing Sources	14.99		0.00		14.99		-	
Carry Forward Revenue	196,574.18		155,286.30		41,287.88		186,343.52	
Net Revenues	$404,036.50		$327,743.00		$76,293.50		$393,291.52	

General & Administrative Expenses

Supervisor Fees	$7,800.00		$10,000.00		$(2,200.00)		$ 12,000.00	
Public Officials' Insurance	2,882.00		2,553.30		328.70		3,064.00	
Trustee Services	13,334.01		11,125.00		2,209.01		13,350.00	
Management	32,083.30		32,083.30		-		38,500.00	
Engineering	2,513.10		12,500.00		(9,986.90)		15,000.00	
Dissemination Agent	11,250.00		12,500.00		(1,250.00)		15,000.00	
District Counsel	5,477.50		12,500.00		(7,022.50)		15,000.00	
Assessment Administration	12,500.00		10,416.70		2,083.30		12,500.00	
Reamortization Schedules	500.00		625.00		(125.00)		750.00	
Audit	4,000.00		4,375.00		(375.00)		5,250.00	
Postage & Shipping	67.42		166.70		(99.28)		200.00	
Legal Advertising	1,161.81		1,250.00		(88.19)		1,500.00	
Bank Fees	-		150.10		(150.10)		180.00	
Miscellaneous	-		416.70		(416.70)		500.00	
Office Supplies	125.00		208.30		(83.30)		250.00	
Web Site Maintenance	2,200.00		2,250.00		(50.00)		2,700.00	
Dues, Licenses, and Fees	175.00		145.80		29.20		175.00	
Electric	57.09		833.30		(776.21)		1,000.00	
Wetland Maintenance Reserve	-		3,333.30		(3,333.30)		4,000.00	
Stormwater Management	-		92,059.30		(92,059.30)		110,471.21	
General Insurance	3,523.00		3,120.00		403.00		3,744.00	
General Repair & Maintenance	-		4,166.70		(4,166.70)		5,000.00	
Irrigation	-		4,000.00		(4,000.00)		4,800.00	
Landscaping Maintenance & Material	-		63,343.80		(63,343.80)		76,012.50	
Landscape Improvements	-		4,166.70		(4,166.70)		5,000.00	
Hardscape Maintenance	-		39,454.00		(39,454.00)		47,344.81	
Total General & Administrative Expenses	$99,649.23		$327,743.00		$(228,093.77)		$393,291.52	
Total Expenses		$99,649.23			$327,743.00			$(228,093.77)		  $393,291.52	
Net Income (Loss)	$304,387.27		$0.00		$304,387.27		$0.00