Rolling Oaks Community Development District
Agenda
November 14, 2023

Agenda
Rolling Oaks
Community Development District

219 East Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

November 10, 2023

Board of Supervisors Rolling Oaks Community Development District

Dear Board Members:

The meeting of the Board of Supervisors of Rolling Oaks Community Development District will be held Tuesday, November 14, 2023, at 5:00 PM at Margaritaville Resort Orlando, 8000 Fins Up Circle, Kissimmee, Florida 34747. Following is the revised agenda for the meeting:
Zoom Webinar Information:
Link: https://us06web.zoom.us/j/85744403825 Webinar ID: 857 4440 3825
Call-in Number: 1-305-224-1968
Roll Call
Public Comment Period
Approval of Minutes of the October 26, 2023 Board of Supervisors Meeting
Review of Landscape Maintenance Service Proposals
Creative North
Down to Earth
Floralawn
Omegascapes
Prince & Sons
United Land Services
Weber ES/Continuum
Yellowstone
Consideration of Landscape Maintenance Service Provider
Presentation of Series 2016 Rebate Report - ADDED
Consideration of Data and Sharing Usage Agreement with Osceola County Property Appraiser - ADDED
Staff Reports
Attorney
Update on Status of Boundary Expansion Petition
Engineer
District Manager’s Report
Supervisor’s Requests
Next Meeting Date – January 25, 2024
Adjournment

Section III
MINUTES OF MEETING ROLLING OAKS
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Rolling Oaks Community Development District was held Thursday, October 26, 2023 at 1:00 p.m. at the Margaritaville Resort Orlando, 8000 Fins Up Circle, Kissimmee, Florida.

Present and constituting a quorum were:

John Chiste	Chairman
Jared Bouskila	Vice Chairman via Zoom
Peter Brown	Assistant Secretary
Steven Dougherty	Assistant Secretary Also present were:
Tricia Adams	Manager
Vivek Babbar	Attorney via Zoom
Dave Schmitt	Engineer via Zoom

FIRST ORDER OF BUSINESS	Roll Call
Ms. Adams called the meeting to order at 1:00 p.m. and called the roll.

SECOND ORDER OF BUSINESS	Public Comment Period
There being no comments, the next item followed.

THIRD ORDER OF BUSINESS	Approval of the Minutes of the September 28,
2023 Audit Committee Meeting and Board of Supervisors Meeting

October 26, 2023	Rolling Oaks CDD

FOURTH ORDER OF BUSINESS	Review of Fiscal Year 2022 Audit
Ms. Adams stated the auditor notes there are no deficiencies in internal controls, the financials for Rolling Oaks Community Development District are in compliance with government auditing standards, there are no prior year or current year findings, there are no conditions of financial emergency; this is a clean audit.

FIFTH ORDER OF BUSINESS	Consideration of Fiscal Year 2023 Audit
Engagement Letter
Ms. Adams stated recently the board met and accepted the rankings of the audit committee and this is a five-year agreement with DiBartolomeo and the fee for Fiscal Year 2023 is $3,400 which is in accordance with the proposal.

SIXTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-01
Amending the Fiscal Year 2023 Budget
Ms. Adams stated Chapter 189, F.S. requires that within 60-days of the end of the fiscal year that the board adopt a resolution increasing appropriations if necessary. We did have some changes to some the spending this year related to landscape maintenance. There is an amended revenue to $726,916 and amended expenditures in that same amount.
Mr. Bouskila asked is the revenue based on the number of lots?
Ms. Adams responded yes, in the Fiscal Year 2023 budget there were on-roll platted lots and developer contributions.
Mr. Chiste stated from last year’s budget to this year the assessments stayed basically stayed the same, but the developer contributions went up.
October 26, 2023	Rolling Oaks CDD

Mr. Bouskila asked if there is a fixed number of units being billed out is this a function that the overall budget is going up, but we want to keep the amount previously approved fixed and any incremental amount the developer will cover?
Ms. Adams stated this does not have any impact on the future, this is memorializing the spending from the last fiscal year that ended September 30th.
Mr. Bouskila stated this is the activity closed on September 30, 2023; it has nothing to do with the 2024 budget.
Ms. Adams stated yes.

SEVENTH ORDER OF BUSINESS	Discussion of Landscape RFP Process
Ms. Adams stated the next two items dovetail together. We have worked with Supervisor Brown as directed by the board to finalize the project manual for landscape maintenance services including irrigation maintenance. That project manual was released to approximately eight potential bidders. We have received confirming responses from several of the bidders that they plan to attend a pre-bid conference, which will be held later today. We expect to receive proposals in early November, and we would like to schedule a special board meeting to review the landscape proposals Tuesday, November 14th at 5:00 p.m.
Mr. Chiste stated we will all be in town.
Ms. Adams stated if the board is okay with that, we will schedule your November meeting for November 14, 2023 at 5:00 p.m. We expect to have a limited agenda with the emphasis on the review of the landscape maintenance proposals, select a provider and direct staff to enter into an agreement.

EIGHTH ORDER OF BUSINESS	Discussion  of  Special  Board  Meeting  to
Review Landscape Maintenance Proposals and Award of Contract
This item was taken earlier in the meeting.
October 26, 2023	Rolling Oaks CDD

NINTH ORDER OF BUSINESS	Consideration of the Revised Fiscal Year 2024
Meeting Schedule
Ms. Adams stated we took off the November meeting date and replaced it with November 14, 2023 at 5:00 p.m. Your December meeting is scheduled for December 28th and it is likely that we won’t get a quorum and we can cancel that meeting.

TENTH ORDER OF BUSINESS	Staff Reports
Attorney
Update on Status of Boundary Expansion Petition
Mr. Babbar stated we are working on the exhibits to the petition to expand the district boundaries with some of the other consultants. Once we have those, we will finalize the petition and circulate it for signature and file it with the county by sometime in November.

Engineer
Mr. Schmitt stated we are working on the updated CDD boundary and that will be updated as soon as possible. We are working with the surveyor and others to get updated exhibits and reports, etc.

Manager
Approval of Check Register

Balance Sheet and Income Statement
A copy of the balance sheet and income statement were included in the agenda package.

ELEVENTH ORDER OF BUSINESS	Supervisor’s Requests
There being no comments, the next item followed.
October 26, 2023	Rolling Oaks CDD

TWELFTH ORDER OF BUSINESS	Next Meeting Date – November 14, 2023
Ms. Adams stated the next scheduled meeting will be November 14, 2023 at 5:00 p.m.

THIRTEENTH ORDER OF BUSINESS	Adjournment

Secretary/Assistant Secretary	Chairman/Vice Chairman

SECTION IV
8creative North  Inc.
Wi4ii•U l4iQIMhii@tJZl•W1'P4Dma&iil

Creative North is a full-service family owned and operated Landscape and Irrigation contracting company.
Servicing the Florida region for over 30 years. Creative North's reputation for quality is the foundation of our Success. Creative North has developed a solid reputation for customer satisfaction and has offered the most complete line of residential and commercial Landscape and Irrigation services the industry has to offer.

Service Area Capabilities

Corporate Office - Weston, Fl
Satellite Office - Kissimmee, Fl
South Florida - Local Staff (Current Employee Count =(29)
(Miami-Dade • Broward • Palm Beach)
Central Florida - Local Staff (Current Employee Count= (42)
(Kissimmee • Orlando • Tampa)

Core Competency Advantages

Landscape and Irrigation Design
lrrigarion Repairs and Maitenance
Water Consevation Management
Drainage - Grading and Errosion Control
Landscape Maintenance

Work Record and Experience
Pest Control {1PM) Services
Tree Services
Sod and Mulch Installations
Seasonal Flower Rotation
Artificial Turf Installation
Landscape LED Low Voltage Lighting

Encore Reunion West Kissimmee, Fl	(Landscape - Irrigation Installation, Landscape - Irrigation Maintenance)
Ruionion West COD Kissimmee, Fl	(Landscape - Irrigation Maintenance)
Reunion West Club House Kissimmee, Fl	(Landscape - Irrigation Installation, Landscape - Irrigation Maintenance)
Margaritaville Phase 4&5 COD Kissimmee, Fl	(Landscape - Irrigation Installation, Landscape - Irrigation Maintenance)
Margaritaville Cottages Phase 5,6 and 7 Kissimmee, Fl (Landscape - Irrigation Installation, Landscape - Irrigation Maintenance)
Margaritaville HUB Office building Kissimmee, Fl (Landscape - Irrigation Installation, Landscape - Irrigation Maintenance)
*Additional work experience and references available upon request.

Financial Capabilities

Stable Work Force Environment
SeNice Equipment Assets (100% Debt free)
Vehicle Fleet and Heavy Equipment Assets (85% Debt free)
Industry Manufacturers and Distributors resources (Offering CNI Product Availability and Pricing Incentives)
UF/IFAS Educational and Extension agent support (Training - Personnel Development and Stability)
Steady Organic Business Sales Growth (9/30/2022 $5,109,936
(9/30/2023 $6,690,619

Creative North Inc.
1SSS North Park Dtiv? Suit #102
Weston, Florida 33326
creativenorthinc.com

"<BuiCt on <.Rgputati.on"

Miami-Dade	Brows1d	               Orlandri

EXHIBIT 2 - FEE SUMMARY ROLLING OAKS COD

Contractor: CREATIVE NORTH, INC.	Property: Rolling Oaks
COD

Address: 1565NORTH PARK DRIVE, SUITE 102 WESTON, FL 33326
Phone: 954 616-5262
Fax: N/A
Contact: Carlos Pedroso

Address: 219East Livingston Street
Orlando, FL 32801
Phone: 407-841-5524
Fax:
Contact: Tricia L Adams
GMS CentralFlorida
Dates:	through

JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL		
GENERAL SERVICES
(Schedule A)	
24,455	
20,158	
20,158	
21,643	
28,910	
23,128	
28,910	
23,128	
23,128	
28,910	
20,158	
20,158	
$282,844		
TURF CARE
(ScheduleB)	
225	
225	
2,150	
225	
225	
2,550	
225	
4,215	
225	
2,025	
825	
375	
$13,490		
TREE/ SHRUB CARE
(Schedul<t C)		
4,172		
5,025		
875		
4,775		
4,847		
5,025	
$24,519		
Pricing /nciUl1esOTC treatment forspecra/!ypalm>,															
'BEDDINGPLANTS
(Schedule D)
Noannualflowerscurrently localod on prope,ty. Forinstallation p,;o;ng, Orsa/ive North WU/dofaull to "Exhit>R S, Seasonal Co/or"													

$0		
·BED DRESSING
(Schedul<tD)
Bidders es/mated cubic Yalds forannual tnstaNal/on, 600										
28,000			
$28,000		
PALM TRIMMING
(Schodul& D)
87 Date pa/ms 386Washingtonian Palm
438Other pr,/ms		

11,580				

5,510		

11,580
!1380				

5,510	

$43,560		
IRRIGATION MAINT.
(Schedule E)	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
1,179	
$14,148		

TOTAL FEE PER MONTH:	
$25.859	
$37,314	
$23,487	
$28,072	
$30,314	
$33 042	
$30,314	
$54 257	
$24 532	
$64 961	
$22.162	
$32,247	
$378,561		

AN AVERAGEOF ALLFIVEYEARSPRJC!NG ISTOBECONSID!:REO WHEN AWARDING POINTSFOR PRIONG• Tl1EINITIALTERM AND THEFIRST, SECOND,TIHRD,ANOFOURTH ANNUALRENEWALS.

TOTAL ANIIIUAI.FEE(Schedules AthroughEexcept BedDressing! FIRSTVEAR TOTAL ANIIIUALFEE(Schedules Athrough Eexcept BedDressing) SECOND VEAR TOTAL ANIIIUAl F£E(Schedules AthroughEexcept BedDressing! THIRDYEAR TOTAL ANNUAi. FEE(Schedules A throughEexcept BedDressing) FOURTH VEAR TOTAL ANIIIUAlFEE(Schedules A throughEexcept BedDressing) FIFTH YEAR

$  ,50,561.00
$  361,077,00
$  l71,9l0,00
$  ,s:;,067.oo
$  394,559.00

'Beddingplantsand bed dressing are onlylnstal.led with writtenpermission and
theDistrict may forgoInstallation andcommehsurate costsof bedding plan<tandbeddressingfor any length of time;Due to potential varianceIn estimated quantity for annual mulchInstallation, thisItemwillberevrewed separately withunit costsandIs not Included with totalannualfees.
	,
ACORD®	CERTIFICATE OF LIABILITY INSURANCE	I

COVERAGES	CERTIFICATE NUMBER·	2023-2024 Master	REVISION NUMBER·
THIS lS TOCERTIFY THATTHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TOTHEINSURED NAMEDABOVE FORTHEPOLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICHTHIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BYTHEPOLICIES DESCRIBED HEREIN IS SUBJECT TOALL THETERMS, EXCLUSIONSAND CONDITIONS OFSUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BYPAID CLAIMS.												
INSK
LTR	TYPE OFINSURANCE	INSO	WVD	POLICY tJUMBER	POUCYtaFF
IMM/00/YYYYI	( g)-J%	LIMITS					
	-X
-	COMMERCIAL GENERAL LIABILITY
D CLAIMS-MADE [81OCCUR						EACH OCCURRENCE	s	1,000,000			
								PREMISEJ	cel	$ 100,000			
								MEO EXP{Aoy one poISOn)	$ 10,000			

A	-				ACP GLDO 3048888317	07/15/2023	07/15/2024					
								PERSONAL &ADVINJURY	$ 1,000,000			
	.GEN"LAGGRE□GATELIMITAPP□LIES PER:						GENERALAGGREGATE	s 2,000,000				
	POLICY	PJREOCT·	LOC						PRODUCTS •COMP/OP AGG	$ 2,000,000				
	OTHER:							$				

B	-AUTOMOBIL.ELIABILITY			

GMl-0116-03	

07/15/2023	

07/15/2024	COMBINEDSlr,JGLEUMJT
(Ea acciden.tY	$ 1,000,000				
	-
x	N,YAlJlU						BODILY'NJURY-(Per pl!':rsonJ	$			
		OWNED ALITOS ONLY
HJRED	-
Al/TOSONLY	SCHEDULED
g1 8WN&.D AUTOSONLY						80Dll YINJURY(Par aocidMt)	$		
									/P  J.;,gAMAGE	$		
										$		

C	-X	UMBRELLA LIAS  HOCGUR
EXCESS LIAB	Cl.AIMS-MACE			
MKLV2EUL105676	
07/15/2023	
07/15/2024	EACHOCCURRENCE.	s 1,000.000			
								AGGREGATE	s	1,000,000			
		DEC I XI RETENTION$ 10•000							$			
	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	YIN
/\NYPROPR1ETOR/PARTNER!EXECUTJVS
OFFICER/MEMBEREXCLUDED?
(Mandatory (nNH) Uyes, desctibaunder
D!:SCRIP1IONOFOPERATIONS bolo\o/						I fTUTE I  I OTH-					

D		
N/A		
AWC1185307	08/20/2022	08120/2023	E.t..EACH/\CCIDENT	$ 1,000,000				
							E.L. DISEASE- EAEMPLO'fEE	$ 1,000,000				
							E,L. DISEASE·POLICYLIMIT	$ 1,000,000				
												
DESCRIPTION OFOPERATIONSI LOCATIONSI VEHICLES (ACORD101,Addition•!Relnarks Schedule,may beaU.chedif moraspaoeis required)												
CERTIFICATE HOLDER
CANCELLATION

ACORD 25 (2016/03)

© 1988-2015ACORD CORPORATION. All nghts reserved.
The ACORD n.ime and logo areregistered marks of ACORD
AFFIDAVIT OF NON-COLLUSION
STATE OF 8-PfZ.-, A	\
COUNTY OF BXS,'s:)'-.Ji.) C.S<. C
I <:,PP.tpSb	01LIJ,vµ ,f1'	. do hereby certify that I have not, either directly or indirectly, participated ju collusjon or proposal rigging. Affiant is a 	W-\
  , and authorized to make this affidavit on behalf of the same. I understand that I am swearing or af-firming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.
Dated this .fil_ day of  Nf\}6M 1?6?:,{4023_
 .z: = #7
Siil}ature by authorized representative of Proposer

State of  ,"W	
County oflS/t..oc.J
T ing/!nstrument wa.s ackn ledged bef e me this ..2_ day of JoveM ,
2023, b	\jL UU@/ , ofth '"lUE? No/Gll  IAJe	vyho is personally
known to me or who has produced 	as identification and who did (ilid no...t) take an oath.
£	 		C?t 	'-""		
Signature of Notary taking acknowledgment
--

- --..... --
ACKN0WLEDGMENT0FRECEIPT0FD0CUMENTS AND PROPOSAL SIGNATURE FORM

This Proposal for landscape maintenance services has been submitted on this 7th day of November, 2023 by CREATIVE NORTH, INC [company] whose business address is 1565 NORTH PARK DRIVE, SUITE 102 WESTON, FL 33326 telephone number
is 954 616-5262, and electronic mail address is
INFO@CREATIVEN0RTHINC.COM.
The undersigned acknowledg'es, by the below execution of this proposal, that all information provided herein has been provided in fu11 and that such information is trnthful and accurate. Proposer agrees through submission of this Proposal to honor all pricing information sixty (60) days from the date of the Proposal opening, and if awarded the contract on the basis of this Proposal to enter into and execute the services contract in substantially the form included in the proposal documents.

Proposer understands that inclusion of false, deceptive or fraudulent statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Proposer to con.stitute good cause for denial, suspension or revocation of a proposal for work for the Owners.

Furthermore, the undersigned acknowledges receipt of thefollowing addenda, the provisions of which have been included in this Request for Proposal.

Addendum No.	 dated	November 6, 2023 Addendum No. 	dated 		 _ Addendum No. 	 dated 			 _

County or-0/Lot.JJ,,.. !}
lJ>yfureg<> g instrument was acknowledged befojf me this _2_ day of jJOv Ei«&eL, 2023. b	V1u.1cJJt.U:WJ. , ofth e- No flJt.		'Yho is personally known to me or who has produced 			as identifica QP..:
and who did (did not) take an oath.
Notary ;ublic Sta e of F orida 		:.;?	C:	=,,,._'	1	•	-

Michael Gre.aves	•	• commission
s1·gnature ofN otary taking acknowl ed gment
: mdiim&zm E: .	io2s	
ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT CONTRACT DOCUMENT

TIDS AGREEMENT ("Agreement") is 1nade and enter into effective as of the 7tJJ. day of
November, 2023, between the ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT
(the "District" or "Owner'') w11ose mailing address is, 219 East Livingston Street, Orlando, Florida, 32801, and CREATIVE NORTHIN, INC (hereinafter referred to as "Contractor"), whose address is 1565 NORTH PARK DRIVE, SUITE 102 WESTON, FL 33326

W l T NE S SE TH:

Subject to, and upon the terms and conditions of, this Agreement, including the terms of the Request for Proposal (the "Proposal") and Definitions section of this Agreement, and in consideration of the mutual promises set forth herein and other good and valuable consideration, the sufficiency of which 1s   hereby   acknowledged,   the  District   and   Contractor   agree   as   foUows:

DEFINITIONS.

Agreement. The Agreement consists of this Maintenance Services, Agreement, the Scope of Work, the Fee Summaries, the Serv1ce Area Map, Form of General Release, and the Work Authorization form. The Agreement represents the entire and integrated Agreement between the parties hereto and supersedes all prior negotiations, representation or agreements, either written or oral. The Agreement may be amended or modified only as set forth below in Article 8.

Services. The term Services as used in this Agreement shaU be construed to include all Services set forth in Exhibit 1, all obligations of Contractor under this Agreement, including any addenda or special conditions, and where any Work Authorizations have beenissued pursuant to Article 8 of this Agreement, the changed services set forththerein.

(b)	Any terms not defined herein shall have the meanings set forth in the
Proposal.

SCOPE OF WORK.

A description of the nature, scope and schedule of services to be performed by Contractor under this Agreement shall be as follows: The services as generally indicated by the documents identified in Exhibit I (attached hereto and incorporated hereinby reference).

The following List of Exhibits, all of which are attached hereto and incorporated herein, is applicable to the Services:

1.	Exhibit 1, Scope ofWork
ii.	Exhibit 2, Fee Summary
m.	Exhibit 3, Extra Services Pricing Summary
Exhibit 4, Service Area Map
Exhibit 5, Work Authorization Form
COMMENCEMENT OF SERVICES. Contractor shall commence its Services on November 7, 2023, upon receipt of a Noticeto Proceed and shall perform the same in accordance with any schedules set forth in these Agreement documents, including but not limited to schedules set forth within the Scope of Work.

DISTRICT MANAGER.

The Owner's authorized representative (herein referred to as the "District Manager'') shall be the District Manager of the Owner, which is Governmental Management Services CF, LLC, whose mailing address is 219 East Livingston Street Orlando, FL 32801, Attention: Tricia
L. Adams; provided, however, that the Owner may, without liability to the Contractor, unilaterally amend this Aiticle from time to time by desjgnating a different person or organization to act as its representative and so advising the Contractor in writing, at which time the person or organization so designated shall be the Owner's representative for the purpose of this Agreement.

All actions to be taken by, all approvals, notices, consent, directions and instruction to be given by, all notices and other matters to be delivered to, all determinations and decisions to be made by and, in general, all other action to be taken by, or given to, the Owner shall be taken, given, and made by, or delivered or given to the District Manager in the name of and on behalf of the Owner; _provided, however, that the Owner (and not the District Manager or any other agents of the District) shall be solely obligated to the Contmctor for all sums required to be paid by the Owner to the Contractor hereunder.

BASIS FOR COMPENSATION AND PAYMENTS.

Provided that the Contractor shall strictly perform all of its obligations under the Agreement, and subject only to additions and dedu.ctions by Work Authorizations as defined in Section 5(d), the Owner shall pay to Contractor for its Services as set forth in Article 2, a monthly fee based on the amounts reflected in Exhibit 2, plus additional fees for services rendered in connection with Work Authorizations as defined below.

Toe Contractor shall on the 15th day of each calendar month deliver to the Owner an Application for Payment in such form and with such detail as the Owner requires.

Based on the Contractor's Application for Payment, and the approval of the Application for Payment issued by the Owner, the Owner shall make monthly payments to the Contractor on account of the Fixed Fee plus additional fees in connection with Work Authorizations. Such monthly payments shall be made on or before the 30th day of each calendar month or the 30th day after receipt by the Owner of the Contractor's Application for Payment and of such documentation to verify the amount owned as the Owner may require, whichever is later; provided, however that the Owner shall have no obligation to make payment as aforesaid if it has withheld approval of any Application for Payment.
Work Authorizations shall mean orders or directives, in the fonn attached hereto as Exhibit 5, issued by the Owner. Work Authorizations shall be issued for repairs or emergency services, changes to the scope of the area in which services are required, or for any services beyond those set forth in Article 2. Services performed under a Work Authorization may be paid either on a lump sum basis, a unit price basis, or a time and material basis in the Owner's sole discretion, such
amount to be invoiced and paid in accordance with the terms set forth in this article, in accordance with paragraphs b. and c. above. Exhibit 3 provides pricing for additional services ("Extra Services") in the event they are required. Contractor shall not be entitled to compensation for Services outside the scope of Article 2 unless Contractor has obtained priot written auth9rization of Owner to perfonn the same.

(f)  Owller retains the right to reduce any portion of Contractor's Scope of Work as set forth in Article 2, or as amended in any Work Authorization. Should this occur, a revised Scope of Work and Fee Summary will be agreed upon in writing by both Owner and Contractor.

REPRESENTATIONS, WARRANTIES AND COVENANTS.

Contracto.r; hereby represents to Owner that: (i) it has the experience, qualifications and skill to perform the Services as set forth in this Agreement; (ji)it is duly licensed and permitted to observe and perform the terms, covenants, conditions and other provisions on its part to be observed or performed under this Agreement; (iv) has the necessary equipment, materials and inventory required to perform the Setvices as set forth in this Agreement; (v) it has by careful examination satisfied jtself as to: (a) the nature, location and character of the area in which the Services are to be petfonned including, without limitation, the surface conditions of the land and all structures and obstructions thereon, both natural and manmade, the surface water conditions of the area, and to theextent pertinent, all other conditions; and (b) all other matters or things which could in any manner affect the performance of the Services.

The Contractor warrants to the Owner that all mateiials furnished under this Agreement shall be new unless otherwise specified, and that all Services shall be of good quality, free from faults and defects and in conformance with the Agreement Documents.

EMPLOYEES; INDEPENDENT CONTRACTOR STATUS.

All matters pertaining to the employment, supervision, compensation, insurance, promotion and discharge of any employees of Contractor or of entities retained by Contractor are the sole responsibility of Contractor. Contractor shall fully comply withall applicable acts and regulations having to do with workman's compensation, social security, unemployment insurance, hours oflabor, wages, working conditions and other employer-employee related subjects. Contractor shall obtain, for each individual Contractor employs on the Owner's premises at any time, a criminal background check performed by an appropriate federal or state agency, or by a professional and licensed private investigator, and shall make, based on the results of such background checks, employment suitability determinations for each employee that are reasonable and customary within the Contractor's industry. Contractor shall maintain copies of said background checks on file so long as the subject individual(s) remains in Contractor's employ, and Contractor shall make all background checks available for Owner's review upon request. Contractor shall enforce strict discip1ine and good order among its employees on the Owner's premises.

Contractor is an independent contractor and not an em.p1oyee of the Owner. It is further acknowledged that nothingherein shall be deemed to create or establish a partnership or joint venture between the Owner and Contractor. Contractor has no authority to enter into any contracts or contracts, whether oral or written, on behalf of the Owner.
COMPLIANCE WITH LAWS. REGULATIONS. RULES AND POLICIES.
At all times, Contractor shall operate in accordance with all app1icable laws, statutes, regulations, rules, ordinances, policies, permits and orders.

Contractor hereby covenants and agrees to complywith all therules, ordinances and regulations of governmental authorities wherein the Owner's facilities are located, as said rules, etc. may specifically relate to Contractor or its services provided hereunder, at Contractor's sole cost and expense, and Contractor will take such action as may be necessary to comply with any and all notices, orders or other requirements affecting the services described herein as may be issued by any governmental agency having jurisdiction over Contractor, unless specificallyinstructed by the Owner that it intends to contest such orders or requirements and that Contractor shall not comply with the same. Contractor shall provide immediate notice to the Owne_.r of any such orders or requirements upon receipt of same.

The Owner is a local unit of special purpose government created in accordance with the Uniform Community Development District Act of 1980, Chapter 190, Florida Statutes. Contractor agrees to comply with all applicable requirements of the "Sunshine Law," the "Public Records Law," the Community Development Districts Law, and all other statutes and regulations applicable to Contractor.
WORKPLACE ENVIRONMENT AND PUBLIC SAFETY
Contractor agrees to provide a safe and healthy workplace environment for its employees and agents and a safe and healthy environment for the public at all times. Contractor shall promptly correct any 1msafe condition or health hazard in its control and shall immediately report any such condition to the Owner). In additionto all other requirements ofthis Agreement, Contractor shall comply with all federal, state and local laws and regulations related to health and safety. Further, Contractor acknowledges that all vehicles and equipment must be properly and safely operated and, where applicable, licensed and/or permitted, to operate on public roadways. Contractor acknowledges that it is responsible for public safety issues including but not limited to: proper work methods, use of protective equipment, safe maintenance, traffic control througb work zones, and handling and use of materials, vehicles, and equipment

The Contractor agrees that it alone bears the responsibility for providing a safe and healthy workplace, and that nothing in this Agreement suggests that the Owner has undertaken or assumed any part of that responsibility.

Contractor will provide employees with training to perform their jobs safely. including instruction in proper work methods, use of protective equipment, and safe maintenance, handling and use of materials>vehicles, and equipment. Contractor will not ask or allow any employee to operate any vehicle or equipment until the employee hasreceived all relevant and advisable training.

Contractor will furnish, at its expense, all safety and protective equipment required or advisable for the protection of employees.

PUBLIC RECORDS AND OWNERSHIP OF BOOKS AND RECORDS.
Contractor acknowledges and understands that the Owner is a local unit of special purpose government and as a unit of government is subject to certain requirements under Chapter 119 and Chapter 289, Florida Statutes. Any books, documents, records, correspondence or otherinformation kept or obtained bytheOwner or furnished bythe Own, r to Contractor in connection with the services contemplated herein and/or Owner's facilities and any related records are property of the Owner. Contractor agrees and acknowledges that any and all such books, documents, records, correspondence or other information may be public records under Chapter 119, Florida Statutes. Contractor agrees and acknowledges that any and all such books, documents, records, correspondence or other information are subject to inspection and copying by members of the public pursuant to Chapter 119, Florida Statutes. If Contractor does not comply with a public records request as required
by law, that failure to comply shall be considered a default under the Proposal and the Owner may seek to enforce the Proposal accordingly.

Contractor shall keep and maintain public records that ordinarily and necessarily would be required by the Owner in order to perform the Services. Contractor shall provide the public with access to public records onthe same terms and conditions that the Owner would provide the records, and a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. Contractor shall ensure that public records that axe exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. Contractor shall meet all requirements for maintaining public records and transfer, at no cost, to the Owner all public records in Contractor>s possession upon termination of this Proposal and shall destroy anyduplicate public records that are exempt or confidential and exempt from public records disclosure requirements, provided that Contractor shall be entitled to retain copies of any records it deems necessary to comply with IRS, Florida Department of Revenue and any other regulatory agencies or necessary for Contractor's defense of any claims by Owner or any third party resulting from Contractor's performance under this Proposal. All records stored electronically shall be provided to the Owner in a format that is compatible with the infonnation technology systems of the Owner so long as Contractor does not incur unreasonable cost or expense in doing so.

INSURANCE.

Contractor shall, throughout the performance of its services pursuant to this Agreement, maintain at a minimum:

Occuu-ence basis comprehensive general liability insurance (including broad fonn contractual coverage) and automobile liability insurance, with minimum limits of
$2,000,000 and $2,000,000, respectively, combined single limit per occunence protecting it and Owner from claims for bodily injury (including death) and property damage which may arise from or in connection with the performance of Contractor's services under this Agreement or from or out of any act or omission of Contractor, its officers, directors, agents, and employees; and

Workers' compensation insurance as required by applicable law (or employer's liability insurance with respect to any employee not covered by workers' compensation) with  minimum  limits  of  One  Hundred  Thousand  Dollars  ($100,000)  per  occurrence.

Employers liability, with a minimum coverage level of $1,000,000.
forrns acceptable to Owner and shall provide that the coverage thereunder may not be reduced or canceled unless thirty (30) days prior written notice thereof is furnished to Owner; the insurance required under paragraph ll(a)(i) shall name the Owner as an additional insured. Certificates of insurance (and copies of all policies, if required by the Owner) shall be furnished to tb.e Owner. In the event of any cancellation or reduction of coverage, Contractor shall obtain substitute coverage as required W1der this Agreement, without any lapse of coverage to Owner whatsoever.

SOVEREIGN IMMUNITY. Nothing contained herein, or in the Agreement, or in the Tenns and Conditions, shall cause or be construed as a waiver of the Owner's immunity or limitations on liability granted pursuant to section 768.28, Florida Statutes, or other Jaw, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which could otherwise be barred under the Doctrine of Sovereign Immunity or by operation oflaw.

INDEMNIFICATION. Contractor agrees to indemnify, save harmless and defend the Owner, its officers, directors, board members, employees, agents and assigns, from and against any and all liabilities, claims, penalties, forfeitures, suits, legal or administrative proceedings, demands, fines, punitive damages, losses, liabilities and interests, and any and all costs and expenses incident thereto (including costs of defense, settlement and reasonable attorneys' fees, which shall include fees incurred in any administrative, judicial or appellate proceeding) which the Owner, their officers, directors, board members, employees, agents and assigns, may hereafter incur, become responsible for or pay out to the extent arising out of (i) Contractor's breach of any term or provision of this Agreement, or (ii) any negligent or intentional act or omission of Contractor, its agents, employees or sub-contractors, related to or in the perfom1an.ce of this Agreement.

MODIFICATIONS. ADDITIONS OR DELETIONS TO THE SERVICES.

A Work Authorization shall be in writing by the Owner, in the form and manner attached to this Agreement as Exhibit 5, which shall consist of additions, deletions or other modifications to the Agreement.

The Owner may, from time to time, without affecting the validity of the Agreement, or any term or condition thereof, issueWork Authorizations which may identify additional or revised Scope of Services, or other wxitten instructions and orders, which shall be governed by the provisions of the Agreement. The Contractor shall comply with all such orders and instructions issued by the Owner. Upon receipt of any Work Authorization, the Contractor shall promptly proceed with the work, and the resultant decrease or increase in the amount to be paid the Contractor, if any, shall be governed by the provisjons of Article 5 in this Agreement.

PROTECTION OFPERSONS AND PROPERTY; MONITORING.

In addition to all other requirements hereunder, the Contractor shall be responsible for initiating, maintaining and supervising safety precautions and programs in connection with the Services, and shall provide all protection to prevent injury to persons involved in any way in the Services and all other persons, including, without limitation, the employees, agents guests, visitors, invitees and licensees of the Owner and community residents, tenants; and the general public that may be affected thereby.
anyone directly or indirectly employed by any of them, and all applicable equipment machinery, materials, tools and like items used in the Services, shall be in compliance with, and conform to: (i) all applicable laws, ordinances, rules, regulations and orders of any public, quasi-public or other governmental authority; and (ii) all codes, rules, regulations and requirements of the Owner and its insurance carriers relating thereto. In the event of conflicting requirements, the more stringent shall govern.

The Contractor shall at all times keep the general area in which the Services are to be performed, including but not limited to sidewalks, roadways) trails, rights-of-way, open spaces, and all such areas impacted by the Services, clean and free from accumulation of waste materials or rubbish (including, without limitation, hazardous waste), caused by performance of the Services, and shall continuously throughout performance of the Services, remove and dispose of all such mateiials. The Owner may require the Contractor to comply with such standards, means and methods of cleanup, removal or disposal as the Owner may make known to the Contractor. In the event the Contractor fails to keep the general area in which the Services are to be performed clean and free from such waste or rubbish, or to comply with such standards, means and methods, the Owner may take such action and offset any and all costs or expenses of whatever nature paid or: jncurred by the Owner in undertaking such action against any sums then or thereafter due to the Contractor.

Contractor shall cooperate with and participate in, at no additional cost or charge, all programs, plans or routines for monitoring and reporting to Owner, as required in the sole discretion of the Owner, to ensure satisfactory performance of the Services provided hereunder.

SUSPENSION ORTERMINATION.

Anything in this Agreement to the contrary notwithstanding, Owner shall, in its sole discretion and without cause, have the right to suspend or terminate this Agreement upon thirty
(30) days prior written notice to Contractor. In the event of termination, Owner's sole obligation and liability to Contractor, if any, shall be to pay to Contractor that portion of the fee earned by it, plus any ea.med amounts for Extra Services performed pursuant to Articles 5, through the date of termination.

If the Contractor should become insolvent, file any bankruptcy proceedings, make a general assignment for the benefit of creditors, suffer or allow appointment of a receiver, refuse, fail or be unable to make prompt payment to Subcontractors, disregard applicable laws, ordinances, governmental orders or regulations or the instructions of the Owner, or if the Contractor should otherwise be guilty of a violation of, or in default under, any provisions of the Agreement, then the Owner may, without prejudice to any other right or remedy available to the Owner and after gjving the Contractor and its surety, if any, seven (7) days written notice, terminate the Contract and the employment of Contractor. In addition, without terminating this Contract as a whole, the Owner may, under any of the circumstances above, terminate any portion of this Contract (by reducing, in such as manner as Owner deems appropriate, the Scope of Service to be performed by the Contractor) and complete the portion of this Contract so terminated in such manner as the Owner may deem expedient.

SUBCONTRACTORS. If the Contractor  desires  to employ  Subcontractors in
connection with the performance of its Services under this Agreement:

Nothing contained in the Agreement shall create any contractual relationship between the Owner andany Subcontractor. However, it is acknowledged that the Owner is an intended
third-party beneficiary of the obligations of the Subcontractors related to the Services.

Contractor shall coordinate theservices of any Subcontractors. and remain fulJy responsible under the terms of this Agreement Contractor shall be and remain, responsible for the quality, timeliness and coordinate of all Services furnished by the Contractor or its Subcontractors.

All subcontracts shall be written. Each subcontract shall contain a reference to this Agreement and shall incorporate the terms and condition of this Agreement to the full extent applicable to the portion of the Services covered thereby. Each Subcontractor must agree, for the benefit of the Owner, to be bound by such terms and conditions to the full extent applicable to its portion of the Services.

TERM. Owner desires to employ the services of Contractor to perfom1 the herein described services for a period beginning on the date as described in AJijcle 3, and ending on November 7, 2024 (the "Initial Termination Date"). Thereafter, Owner has the option of renewing the contract for a period of not to exceed two (2) years by submitting written notice that Owner said option to Contractor on or before the Initial Termination Date.

NOTICE.

Notices required or permitted to be given under this Agreement shall be in writing, may be delivered personally or by mail, overnight delivery service, or courier service, and shall be given when received by the addressee. Notices shall be addressed as follows:

lfto Owner:

If to Contractor:
ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT
219East Livingston Street Orlando, FL 32801
ATTN: Tricia L. Adams, District Manager

CREATlVENORTH, INC. 1565 NORTH PARK DRIVE, SUITE 102
WESTON, FL 33326

Notwithstanding the foregoing, any notice sent to the last designated address of the party to whom a notice may be or is required to be delivered under this Agreement shall not be deemed ineffective if actual delivery cannot be made due to a change of address of theparty to whom the notice is directed or the failure or refusal of such party to accept delivery of the notice. Parties may change notice address by delivering written notice by mail, overnight delivery service, or courier service to the other party and such change shall become effective when received by the addressee.

ATTORNEYS' FEES. If either party hereto institutes an action or proceeding for a declaration of the rights of the parties the Agreement, for injunctive relief, for an alleged breach or default of, or any other action arising out of, the Agreement, or in the event any party hereto is in default of its obligations pw-suant hereto, whether or not sl.lit is filed or prosecuted to final judgment, the non-defaulting or prevailing party shall be entitled to its actual attorneys' foes llild to any court costs and expenses incurred, in addition to any other damages or relief awarded.
GOVERNING LAW AND JURISDICTION. This Agreement shall be interpreted and enforced under the laws of the State of Florida. The parties will comply with the terms of the Agreement only to the extent they are enforceable or permitted under Florida law. Any litigation arising under this Agreement shall occur in a court having jurisdiction in Osceola County, Florida. THE PARTIES WAIVE TRIAL BY JURY AND AGREE TO SUBMIT TO PERSONAL JURISDICTION AND VENUE IN OSCEOLA COUNTY, FLORIDA.

SEVERABILITY. In the event that any provision of this Agreement is judicially construed to be invalid by a court of competent jurisdiction, such provision shall then be construed in a manner allowing its validity, or if this leads to an impracticable result, shall be stricken, but in either event, all other provisions of the Agreement shall remain in full force and effect.

NO WAIVER. No failure by either party to insist upon the strict performance of any covenant, duty, contract or condition of this Agreement or to exercise any right or remedy upon a breach thereof shall constitute a waiver of any such breach or of such or any other covenant, contract, term or condition. Any party hereto, by written notice executed by such party, may, but shall be under no obligation to, waive any of its rights or any conditions to its obligations hereunder, or any duty, obligation, or covenant of any other party hereto. No waiver shall affect or alter this Agreement, but each and every covenant, contract, term and condition of this Agreement shall continue in full force and effect with respect to any other then-existing or subsequent breach thereof.

NO MODIFICATION. No modification, waiver, amendment, discharge or change of this Agreement shall be valid unless the same is in writing and signed by the parties against which such enforcement is or may be sought. This instrument contains the entire contract made between the parties andmay not be modified orally or in anymanner other than by an contract inwriting signed by all parties hereto or their respective successors in interest.

TIME IS OF THE ESSENCE. The time for delivery and/or completion of the work to be performed under the Agreement shall be of the essence of the Agreement.

ARM'S LENGTH TRANSACTION. This Agreement has been negotiated fully between the parties as an arm's length transaction. In addition to the representations and warranties contained herein, the Contractor acknowledges that prior to the execution of the Agreement it has thoroughly reviewed and inspected the Agreement documents, and satisfied itself regarding any error, inconsistency, discrepancy, ambiguity, omission, insufficiency of detail or explanation. Contractor further acknowledges that the parties have participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, all Parties are deemed to have drafted, chosen and selected the language, and doubtful language will not be interpreted or construed against any Party.
COUNTERPARTS. This Agreement may be executed in any number of counterparts with the same effect as if all parties had signed the same document. All fully executed counterparts shall be construed together and shall constitute one and the same contract.

COMPLIANCE WITHE-VERIFY SYSTEM
The Contractor shall comply with and perform all appljcable provisions and requirements of Section 448.095, Florida Statutes and Section 448.09(1), Florida Statues. Accordingly, beginning on the Effective Date, to the extent required by Section 448.095, Florida Statutes,the Contractor shall enroll with and use the United States Department of Homeland Security's E-Verify systemto verify the work authorization status of all newly hired employees. The District may terminate this Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes.

If the Contractor anticipates entering into agreements with a subcontractor for the work, Contractor will not enter into the subcontractor agreement without first receiving an affidavit from the subcontractor regarding compliance with Section 448.095, Florida Statutes, and stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized a1ien. Contractor shall maintain a copy of such affidavit for the duration of the agreement and provide a copy to the District upon request. In the event that the District has a good faith belief that a subcontractor has knowingly violated Section 448.095, Florida Statutes, but the Contractor has otherwise complied with its obligations hereunder, the Djstrict shall promptly notify the Contractor. The Contractor agrees to immediately terminate the agreement with the subcontractor upon notice from the District. Further, absent such notification from the District,

the Contractor or any subcontractor who bas a good faith belief that a person or entity with which it is contracting has knowingly violated Section 448.09(1), Florida Statutes, shall promptly terminate its agreement with such person or entity.
(a) Byentering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.
IN WITNESS WHEREOF, the parties have caused this Agreement to be duly executed affective as of the day and year first above written.

CONTRACTOR: CREATIVE NORTH, INC.
OWNER:
ROLLING	OAKS COMMUNITY DEVELOPMENT DISTRICT, a
Florida community development District

 	

Print:c'J?		 YfUP V"1 Title: 		"cl.	\ Date:	//2'l)7/;Jp
Print:.	
Title:	 _ Date:----------
EXHIBIT I -SCOPE OF WORK

The work for the exterior landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories and services necessary or incidental to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract.

SCHEDULE"A" - GENERAL SERVICES

A. Turf Maintenance

Turf maintenance is defined as a.II mowing, edging, trimming and cleanup of lawn areas. Turf maintenance operations are to be completed the same day they are begun. High traffic and high profile areas such as the primary entrances, clubhouse and pool areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation (or as approved by COD representative if maintenance activities will take place during normal business hours). In the event it becomes necessary to make a change in the mowing schedule for any reason, a CDD representative must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas.

	Bahia turf shall be mowed weekly during the growing season from March 15th through October 15111and bi-weekly during the non-growing season from October 15th through March 15th. Based on this schedule, it is estimated that the contractor will perform a minimum of 40 and a maximum of 42 mowing cycles per 1.2-month period in the performance of this contract. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of a COD representative. Should the number of mowing cycles fall below 40 in any contract year during the term of this agreement, the contractor will reduce the next month's billing by the amount per cycle for each cycle missed. COD will pay contractor the per cycle amount for each mowing cycle in excess of 42 per contract year when a COD representative requests additional mowing cycles. This will be invoiced at the contracted price per cycle in the month following the end of thecontract period. Bahia turf in power line easements will be mowed eight (8) times per year.

	Bahia turf shall be cut with rotary mowers to maintain a uniform height Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.

Mowing height for Bahia turf will be set at 3½" to 4". At no time will mowing height be reduced so that more than 1/3 of the grass blade is removed at any cutting.

	Zoysia turf shall be mowed based on 40 to 42 mowing cycles per 12-month period in the performance of this contract It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the owner or owner's representative.

Zoysia turf shall be cut with a reelor rotary mower to maintain a uniform height. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.
Mowing height for Zoysia turf will be set at 2-3". At no time will mowing height be reduced so that more than 1/3 of the grass blade Is removed at any cutting.

	Contractor shall complete a minimum of two passes along all waterways with a 50" or 60'' mower discharging clippings away from the water.

	Visible clippings that may be left following mowing operations shall be removed from the site each visit. Discharging grass clippings into beds, tree rrngs or maintenance strips is unacceptable and if it occurs they shall be removed prior to the end of each service day.

	Contractor will take special care to prevent damage to plant material as a result of the mowihg operations. Any damage caused by contractor's mowing equipment may result in the replacement of damaged material at the contractor's cost. Determination as to replacement Will be at the sole discretion of a COD representative. Replacement material will be of similar size to the material being replaced.
Aeration/Overseeding

Bermuda turf will be aerated four (4) times per year in the months of February, May, August and November. Aeration is to be performed utilizing a core aerator and dragging the turf upon completion.

	Bermuda turf will be top dressed immediately after two (2) aerations with 3/16" of USGA approved sand as specified in schedule. (May and November)

Edging

Sidewalks1 curbs, concrete slabs and other paved surfaces will be edged in conjunction with mowing operations. Edging is defined as removal of unwanted turf from the above mentioned borders by use of a mechanical edger. String trimmers will not be used for this function

String Trimming

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

Under no circumstance will it be an acceptable practice to string trim bed edges or small areas that may be cut utilizing a push type walk behind mower.

Mainta1ning grass-free areas by use of chemicals may be the preferred method ln certain applications. Such use will only be done with prior approval of a COD representative.

	Turf around the edge of al[ waterways shall be mowed or string trimmed to the natural water's edge during each mowing cycle.

	Damage caused by string trimming to the base of tree and palms is unacceptable and Contractor shall replace trees or palms at their cost that succumb to pests or fungus that enter through damaged bark base of said trees.
Blowing

When using forced air machinery to clean curbs, sidewalks and other paved surfaces
1
care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces.

Damage Prevention/Repair

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

Detail
Oetailing of planted areas will be performed weekly in a sectional method. The contractor will completely detail the entire property once every three weeks. High traffic and focal areas and as such will be included in each detail to provide weekly attention. rhe detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and
ornamental gr.asses as directed, as well as thedefining of bed lines, tree saucers and the removal of all unwanted vegetation,

Pruning
Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant. Provide remedial attention and repair to plant material as appropriate to season or in response to incidental damage.

	Only Contractor's staff that have been trained and demonstrate competency in proper pruning techniques shall perform pruning. Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears
on formal hedges where previous practice was to shear, or as directed by a COD representative.

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

Provide clearance for pedestrians, vehicles, mowers and buildings.
Maintain clearance from 52h2 rubs in bed areas.
Improve visibility in parking lots and around entries.

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

Prune all shrubbery in accordance with the architectural intent as it relates to adjacent plantings and intended function.

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

	Structural pruning will be required for sevefc!I varieties of plants bi-annually, annually or semi-annually to maintain their scale and performance within the landscape, The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. Following this schedule, all structural pruning should be completed within a six week cycle each time it is performed. Ornamental Grasses are to be haystack cut one time per year.

h, Crape Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way thatcuts are no less than 12" away from previous year's cuts. "Hat Racking" will not be permitted unless directed otherwise by a COD representative.

i.  Pruning of all palms less than 12' CT in height will be included in the sectional rotatlon. Pruning consists of removal of all dead fronds, seedpods and any loose boots.

Edging

Edging is defined as removal of unwanted vegetation along beds and tree saucers. Edges are to be perpendicular to the ground.

Only mechanical edgers will be used for this function. Use of string trimmers or chemicals will not be allowed.

Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

Weed Control

Bed areas are to be left in a weed free oondit1on after each detail service. While pre and post-emergent chemicals are acceptable means of control, weeds in bed areas larger than 3" shall be pulled by hand.

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required for complete removal.

General

Policing

Contractor will police thegrounds daily or on each service visit to remove trash, debris and fallen tree litter less than 2" in diameter. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval at the labor rates specified in ''Exhibit - 3 Extra Services Pricing Summary".
	Contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

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

	Contractor will provide maintenance of traffic during maintenance of roadway areas such as placing traffic cones, redirecting or guiding the flow of traffic.

Communication

Daily, the contractor wiJI communicate with a CDD representative for any landscape issues requiring immediate attention.

Communication is of the utmost importance. Contractor will provide a weekly written report 1n a form approved by a CDD representative which details all aspects of the previous week's maintenance activities.

	Contractor willprovide a Monthly Service Calendar for the upcoming period and acopy of the preceding month's Irrigation Maintenance report and Lawn and Ornamental report. A copy of these documents should be submitted to a COD representative by the 5th of each month electronically or via U.S. mail.

	Contractor agrees to take part in monthly inspections of the property to insure their performance of this agreement meets the standards required herein and protects the overall well being of the property's landscape. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and'Irrigation Managers or Technicians available for a minimum of the pre inspection meeting

3	Staffing

	The Contractor shall have a well-experienced Foreman/Supervisor on site at all times with the crew. This person should have extensive knowledge of horticultural practices and be capable of properly supervising others. He/she and other supervisors should be in a certain type of uniform that distinguishes them from the crew. The Foreman/Supervisor should communicate daily with the property's manager and sul)mit a report of the crew's accomplishments at the end of each week to Management. In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of a COD representative prior to any such change. This will assure Management that maintenance personnel remain familiar with the maintenance specifications, the site and any changing conditions.

The crew members should be properly trained to carry out their assigned task, and should work in a safe professional manner. Each crew member should be in full uniform at aJI times to include all rain, cold weather gear and hats.

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

	Contractor agrees to screen all crew members for criminal backgro(Jnd, advise Management and not employ persons for this Contract that have been convicted of or
pied guilty to a felony crime or misdemeanor to which Management objects. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an 1-9 and other required documents on each employee. Contractor is expected to staff the property with adequately trained personnel, five days per week, Monday through Friday. Holidays observed that do not require staffing include New Year's Day, Memorial Day, Independence Day, Labor Day1 Thanksgiv1ng Day and Christmas Day. Normal working hours are from 7:00 AM until 5:00 PM. No power equipment operating near homes before 9:00 AM. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 4 PM on an as needed basis. Management approval is required.

SCHEDULE "B"- TURF CARE PROGRAM - BAHIA (lffncluded, see Exhib1t 2 Fee Summary)

Application Schedule

March:

June: October:
Applicatfon

Complete liquid 18-0-8 N-P-K fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application;

Chelated Iron application andMole Cricket conttol.

Complete liquid 18-0-8 N-P-K fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.

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

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

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

	All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

e_ The irrigation system Will be fully operational prior to any fertilizer application.
f.  Soils shall be tested at a reliable testing facility twice per year to monitor for PH and chemical makeup. The results will be provided to management along with the contractor's recommendation as to any changes in the turf care program based on these results.

lnsecUDisease Control

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

	Supplemental fnsecticide applications will be provided in addition to the normal preventive program as needed to provide control.

WeedControl

Weed control Will be limited to the broadleaf variety under this program.

	Contractor shall alert management of 04tbreaks of Sedge, invasive Bermuda, or Crabgrass. Failure to do so will make the contractor liable for resulting turf loss.

Warranty

No warranty is provided for Bahia turf.

SCHEDULE "B"- TURF CARE PROGRAM - ZOYSIA

Application Schedule - Zoysia

Application

January: February: March:

April:

May:

June:

July:

August:

September:

October:

November:
1PM spot treatment for weeds as necessary and inspect/treat fungal activity. Pre-emergent herbicide/spot treatment for weeds and fungal activity.
Fertilization (granular 20-0-10) with 1lb N to 1lb K, 50% slow release w/minors. Spot treat weeds and treat fungal and insect activity as necessary.

Fertilization with .5Ib N, with Iron, post emergent weed control, insect/disease control as necessary.

Fertilization with ,5Ib N, with Iron, post emergent weed control, insect/disease control as necessary.

Fertilization (granular20-0-10) with .5Ib N, slow release w/minors. Insect/weed/disease control as necessary.

Liquid fertilization with .5Ib N w/ Iron. Insect/weed/disease control as necessary.

Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, IPM-.spot treat weeds as necessary, inspect/treat fungal activity.

Fertilization With 14-0-40 or similar. Weed/insect/disease control as necessary.

Liquid Fertflization with .25Ib N, with Iron, post emergent weed control, insect/disease control as necessary.

Blanket pre-emergent herbicide, w/Liquid Iron. Spot treat Weeds and inspect/treat fungal activity.
December:		Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, IPM"'spot treat weeds as necessary, inspecUtreat fungal activity.

Application Requirements

Fertilization

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

	A 15' minimum ring of responsibility willbe maintained along or around all waterways where no product of any kind will be applied.

	All hardscape s.urfaces are to be blown off immediately following a fertilizer application to prevent staining.

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

Soils shall be tested at a reliable testing facility twfce per year to monitor for pH and chemical makeup. The results will be provided to management along with the contractor's recommendation as to any changes in the turf care program based on these results.

Insect/Disease Control

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

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

Weed Control

Weed control will not be limited to only the broadleaf variety under this program.

Contractor shall alert management of outbreaks of Sedge, invasive Bermuda, or
Crabgrass. Failure to do so will maK:e the contractor liable for resulting turf loss.

Warranty

If the grass covered under thfs turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes high traffic areas, drainage problems, or acts of God.
Application Requirements

Fertilization

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

	All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

Theirrigation system will be fully operational prior to any fertilizer application.

	Soils shall be tested at a reliable testing facility twice per year to monitor for pH and chemical make up. The results will be provided to management along with the contractor's recommendation as to any changes in the turf care program based on these results.

Insect/Disease Control

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

	Supplemental insecticide applications will be provided inaddition to the normal preventive program as needed to provide control.

TopChoice will be applied in early May for insect control.
Weed Control
Sedge and Crabgrass control areincluded as a part of thisprogram.

4,	Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, high traffic areas, drainage problems, or acts of God. In the event these conditions are pre-existing, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.

SCHEDULE "C" - TREE/SHRUB CARE PROGRAM (If included, seeExhibit 2 Feesummary)

Application Schedule

Month February: March/Aprtl: May/June: July/August: October: December:
Application

Spring granular fertilization and insect/disease control.as needed Insect/disease control/fertilization as needed
Insect/diseasecontrol. Fertilization as needed, Minornutrient blend with insect/disease control
Fall granular fertilization and insect/disease controlas needed Insect/disease control/fertilization as needed
Application Requirements

Fertilization

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

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

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

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

e_ This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All nativetrees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.
There will be a deep root feeding on an as needed basis to establish newly planted trees.

Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to "clump" fertilizer neither at the base nor in the crown of plants.

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

	Soils shall be tested at a reliable testing facility once per year to monitor for pH, Nematodes, Take All Root Rot and chemical make-up. The results will be provided to management along with the contractor's recommendation as to any changes in the Tree/Shrub care program based on these results.

Insect/Disease Control

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

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

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

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

	Contractor will provide a copy of the license for the Certified Operator in charge of chemical applications for this property.

Specialty Palms

	Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and rooUbud drench for potential disease and infestation along with OTC injections three (3) times per year.

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

Warranty

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

SCHEDULE ''D" - SPECIAL SERVICES {If included, see Schedule ''D"FeeSummary)
Note: All Special Services work is to be performed by supplemental crews
Bedding Plants	30
The nature and purpose of "Flower Beds'' is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

	All flower be.ds on the property will be changed out four (4) times per year during the months of January, April, July and October.

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

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

Contractor will obtain prior approval of plant selection from a or COD representative before installation. No seasonal flowers should be installed without written approval from a CDD representative. The COD reserves the right to forgo seasonal flowers and commensurate billing for whatever time period deemed necessary by the COD representative.

Installation

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

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

All beds will be cleaned and hand or machine c1.1ltivated to a depth of 6" prior to the installation of new plants.
Create a 2" trench where the edge of the bed is adjacent to turf or hardscape.

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

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

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

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

Maintenance
Flower beds and urns unique to Rolling Oaks CDD/Margarttavllle wfll be reviewed daily or at each service visit for the following:

Removal of all litter and debris.
Beds are to remain weed- free at all times.
All declining blooms are to beremoved Immediately.
Inspect for the presence of insect or disease activity and treat immediately.

	Seed heads are to be removed from plants as soon as they appear. "Pinching" of certain varieties weekly is to be a part of the on-going maintenance as weH. Frequent upinching• will result in healthier, more compact plants.
	Prolific bloomers such as Salvla require that 10% to 20% of healthy blooms are to be removed weekly.
Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor1s expense.

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

Bed Dressing

Schedule
Bed dressing will be replenished in all bed areas according to the month indicated on the Exhibit 2 Fee Summary.

Application willbe completed within a three week time period.

Installation
Prior to applfcation, areas will be prepared by removing c:111 foreign debris and accumulated mulch material and establishing a defined, uniform edge to all bed and tree rings as well as a 1" to 2" deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place.

Bed dressing should be installed in weed free beds that have been properly edged and prepared,

	Bed Dressing should be installed to maintain a 2" thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by a COD representative.

If mulch becomes infested with green algae then mulch areas compromised shall be replaced entirely.

	No bed dressing should be installed wlthout written approval from a COD representative. The COD reserves the right to increase or decrease quantities based on site conditions or to altogether forgo bed dressing (and commensurate billing) for whatever time period deemed necessary by the COD representative.

	A summary of shipping tickets or invoices for products or subcontract services will be submitted prior to requesting payment for this work.

Palm Trimming

	Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date, etc-) in excess of 12' CT will be trimmed two times per year in June and December. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process,

b, All palms less than 12' CT will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.

c.  Washington1a palms in excess of 12' CT will be trimmed two times per year in the months of
February and August.

d,		All palms other than Washingtonia, in excess 12' CT will be trimmed once per year in the month of August.
Trimming shall include removal of all dead fronds, loose boots and seed stalks,

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

When trimming, cut the frond close to the trunk withou.t leaving "stub

SCHEDULE "E"- IRRIGATION MAINTENANCE (If included, see Schedule "E• Fee Summary)
A  Frequency of Service
Contractor will perform the following itemized services under "Specifications" on a monthly basis completing 25% of the inspection each week.

The irrigation inspection will be performed during the same week(s) each month.

Specifications
Activate each zone of the system.

Visually check for any damaged heads or heads needing repair.

Visually check all landscape areas irrigated with drip lines to ensure proper water flow and pressure.

Clean filters located at each zone valve monthly if applicable.

Clean, straighten or adjust any heads not functioning properly.

6_ Straighten, re-attach to brac1ng and touch up paint on riser headsas needed.

Report any valve or valve box that may be damaged in any way.

Leave areas in which repairs or adjustments are made free of debris.

Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors.

Contractor will provide a written report of the findings by zone.

Qualifying Statements

Repairs
Repairs that become necessary and that are over and above the routine maintenance contract will be done on a time and material basis at the rates as outlined in ''Exhibit 3
- Extra Services Pricing Summary".

Request for authorization must be submitted to a COD representative for approval. A description of the problem, its .location and estimated cost should be included. All repairs must be approved by a COD representative prior to initiating any work.

Service Calls

a,  Service Calls required between scheduled visits will be billed OI'\ a time and material
basis at the rates as outlined in "Exhibit 3 - Extra Services Pricing Summary".

b.  When not an emergency, request for authorization must be submitted in written form
to a COD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by a COO representative prior to initiating any work.
Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows or parking areas.

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

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

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

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

Contractor will visually inspect irrigation system weekly while performing routine maintenance.

Contractor will provide a 24 hour "Emergency" number for irrigation repairs.
CNI • Rolling Oaks CODschedule of services 2024

														
 A. TurfMillnt!!n n,11 	2	2	2	3	s	4	5	4	4	5	2	2	40	
B.Del3il/C General	5	4	4	4	s	4	5	4	4	5	4	4	52	
.:..,..  ....	.
- -	- . .
-	... --	,r
;, ---. - -:. ;,;;.•:-·-;.-:.-;·.::·-.&S±HM	-· ..		
Bahia	1	1	1	3
Zoysla	1	1	l	1	1	1	l	1	1	1	1	1	12
I -	 -- · : 't:.::-;r-.-...-,-::- J'I•'Y -::)-...,5	Gst	-	---:-a;- nt>ttt►--::t :;;s,	7 
1	1	1	1	1	1	6
1	1	1	3
t	> 	·zg  M&iii4Wiii	-
A.Beddingelants	No annual flowerswerelocated on the property. For scheduling annual flowerinstallation, Creative North willdefault to the request of the district.	0
S. Bed Dressing	1	1
,

_170
EXHIBIT 3 - EXTRA SERVICES PRICING SUMMARY

Contractor: CREATIVE NORTH, INC.

Material	Description	Price
Mulch	Price/yard installed for quantities over 100 cubic yards Cocoa Brown

Price/yard installed for quantities under 100 cubic yards Cocoa Brown Price per 3 cubic foot bagof Mulch Cocoa Brown

Hard Materials
Price per bag for Seminole Chips Price per ton for Seminole Chips Price per .ton for 3"-5" River Jack
$18.00

$360.00

$360.00
Seasonal Color
Annual flower installed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.

Bed preparation and installation per 4.5'' pot Bed preparation and installation per l galIon pot Supply and install 8" to 101' hanging basket
Assemble 20" to 36'' diameter floral pot-with centerpiece plant
$2.30

$3.75

$30.00

$50.00

Sod (St. Augustine)

Turf reparationincludes removal and disposal of old material andre-grading affected area prior to installation of new sod

Square foot price for quantities less than 1,00(1 quare feet

Square foot price for quantities between 1,000 and3,000 square feet Square footprice for quantities between 3,000 and]0,000 square feet Square footfor price quantities greater than I0,000 square feet

$0.60

$0.50
Irrigation		Irrigation seNices, which fall outside of the contract, will be provided on a per hour basis. Parts will be provided at list, less a discount. Contractor may be required to provide a copy of purchase invoice.

Irrigation Te.cbnician per hour Irrigation Laborer per hour PVC parts
$55.00

$45.00

List less 10%
Non PVC parts

Valves, Clocks andany part over $300.00
List less 10 %

List less 1Q %

General Labor

Arbor Care Miscellaneous
Foreman per hour Labor per hour
Production day (8 hour) Truck, Chipper, 3 man crew

Bush hogging per acre.@
$65.00

$45.00

$1,500.00

$60.00
The per unit co:itfor installation of various sizes and quantities of plant material is listed below:

4 inch Groundcover:	< 50 plants	$3.50	
	50 - 100 plants	$3.40	
	I00 - 250 plants	$3.30	
	>250plants	$2.75	
I-gallon Plant Material:	< 50 plants	$3.90	
	50 - 100 plants	$3.50	
	100 - 250 plants	$3.50	
	> 250plants	$3.50	
3-gallon Plant Material:	< 50 plants	$14.00	
	50 - I00 plants	$12.00	
	lOO- 250 plants	$12.00	
	> 250 plants	$12.00	
7-gallon Plant Material:	< 50 plants	$32.00	
	50 - l 00 plants	$28.00	
	I00 - 250 plants	$28.00	
	> 250 plants	$28.00	
15-gallon Plant Material:	< 25 plants	$90.00	
	25 - 50 plants	$90.00	
	50- I00 plants	$75.00	

	> 100 plants		$230-$350	
30-gallon P!ant Material:	<25 plants	$250-$375	
	25 - 50 plants		$250-$375	
	> 50 plants		$475-$625	
45-gallon Plaut Material:	<25 plants		$475-$625	
	25 - 50 plants		$475-$625	
	> 50 plants		$475-$625	
65-gallon PlantMaterial:	<25 plants		$675-$850	
	25 - 50 plants		$675-$850	
	> 50 plants		$675-$850	

EXHIBIT 4 - SERVICE AREA MAPS

"'"·"rp• --- lal''-ii ,r1-'r,-,.---,,.... "'n, 11,,-

,JD_,,
jJ 5

-	,1..,J,.3
Rolling Oaks Community Development District Request for Proposals No. 2024-100 Addendum #1
November 6, 2023

Q:	The price form bid sheet includes Reunion East CDD, are we to ignore this property for this RFP?
A:	Only the price sheet for Rolling Oaks CDD (the District) should be completed and submitted, In an effort to avoid confusion, a revised bid sheet with the Reunion East CDD sheet deleted from the price sheet will be circulated November 6, 2023 as part of Addendum #1.

Q:	The Rolling Oaks COD price sheet does not have any quantities; I assume we will provide this information?
A:		Yes, bidders should estimate quantities. Furthermore, bidders should provide the estimated quantities where requested as part of the bid sheet submitted such as for bed dressing.

Q:	What are the:frequency requirements for pond mowing?
A:	Please refer to Schedule A General Services Turf Maintenance for frequency of mowing.

Q:	We noticed the pond mowing budget significantly decreased from the previous year; can
you speak to this?
A:		The pond mowing line item has been and will be aggregated with the landscape maintenance line item.

Q.	When will mulch usually be installed?
A:		Mulch will usually be installed in the Fall, but per the proposed Scope of Services, the District must approve the proposal for mulch application prior to the installation of bed dressing.

Q:	There are different types of mulch currently installed. Please clarify the type of mulch to
bid.
A:		Proposers should bid cocoa brown mulch. Pine barkmulch is being phased out and will not be installed in the future.

Q:	Are there maps available for irrigation controllers and zones?
A:		An irrigation map will be circulated November 6, 2023. A link to irrigation plans via dropbox is circulated below on November 6, 2023. https://www.dropbox.com/scl/fo/b8974p5dvrvbfxqlxzj57/h?rlkey=3qdwmwt2u3z3m2kh 3gwn6suey&dl=:0
Q:		If we are reading correctly, the approved budget for 2024 landscape maintenance contract including pond 4 is $185,088. Given the post-Covid inflation and labor cost increases, combined with the high levels of service requested in the RFP for the high profile CDD landscapes within Margaritaville, does the District feel this is a realistic budget?'
A:		The District understands that proposals in excess of the fiscal year 2024 budgeted amount for landscape maintenance and lawn mowing may be received.

Q:	Is the District prepared for an increase above this budget to honor the clearly defined scope of work requested? If not, will the District allow for suggested reductions of scope to meet the approved 2024 budget?
A:		The District plans to select a service provider based on the selection criteria in the Project Manual. The selected vendor will then enter into an agreement with the District based on mutually agreeable terms including the Scope of Service and annual cost. Proposers should bid on the project based on the proposed Scope of Service within the Project Manual.

Q:	Was the previous contractor and budget based on the same scope of work outlined in this RFP, or is this an increase in scope?
A:	111e cun-ent landscape agreements are based on a different sc,ope of services when compared to the Project Manual and proposed Scope of Service.

Q:   Is the District expecting a 52-week presence on property? The 3-week detail rotation in
the RFP seems to imply that..
A:   The District's expectation is to provide a proposal in accordance with the proposed Scope of Service included in the Project Manual, including the detail of the property once every three weeks with high traffic and focal areas getting weekly attention.

Q:		Since many of the landscape areas along the CDD boulevards are only shrub beds and detail work, requested to be done 111a 3-section rotation, does the District want 100% of sidewalks, curbs, and islands blown off each week if no work is to be done in those areas? The RFP does mention policing the whole site. Blowing all areas each week is a significant scope of work but is not clearly defined in the RFP. Is there any other staff nr vendor blowing off these areas, or does the District expect the landscaper to do it weekly?
A:	Work not included with the Scope of Service shmtld not be included in vendor proposals.
The Scope of Service does require the removal of clippings and unwanted vegetation with each service and keeping District areas clear of debris.

Q:		We suspect so, but please confirm the Bahia Turf areas outside wall to sidewalk along Formosa Gardens Blvd and Funie Steed Rd are to be serviced per Bahia mow frequency listed in the RFP. Do we need to weed-eat along wall each cycle?
A:		The area outside of the wall along Formosa Gardens and Funie Steed are maintained by the HOA.

Q:		Please confirm the 2.77 miles of lakefront in pond 4 is to be mowed and weed-eated to watersedge each of the requested 40-42 Bahia mow cycJes.
A:  Vendors are responsible to take their own measw·ement as the District does not have a specific acreage for this area. The specifications for Bahia mowing are included in the proposed Scope of Service.

Q:	Does the District believe 40-42 mow cycles for Bahia, especially when not irrigated, is needed?
A:	Bahia should be mowed per the Scope of Service: weekly during the growing seasonand bi-weekly during the non-growing season.

Q:		OTC injections and root drenching of the many date palms in the District is a significant cost. Does the District want all bidders to include this cost per the RFP? ls this a possible space where we can offer an add/alt item versus including in the scope pricing spreadsheet?
A:	Proposers should provide a proposal per the proposed Scope of Services provided in the project Manual.

Q:	Please confirm the District wants the multiple trimmings of palms scheduled in the RFP,
versus one trimming per year for all palms.
A:		Proposers should provide a proposal per the Scope of Services provided in the project Manual.

Q:	The crushed shell or rock in many of the beds is covered in small dust/debris. Does the District expect these areas to be free of dust/debris throughout the new contract term? The RFP implies "debris free condition for the entire life of the contract".
A:	The District is reasonable and does not necessarily consider small dust to be debris. That being said, per the Project Manual the site is accepted in an as is condition and vendors are responsible to maintain the project per the Scope of Service that will be mutually agreed upon in the landscape service agreement.

Q:		Year 1 mulch installation will likely require more cubic yards than a typical budget year over year. Can bidders include in our pricing an on-going budget as well as additional mulch required for year 1 due to current lack of mulch in many beds?
A;		Bidders should include the quantity of cocoa brown mulch per the instruction in the bid sheet and the unit price requests.

Q:		The RFP states the contractor is to include irrigation maintenance costing for "a completely operational irrigation system." Can the District confirm the current state of the irrigation system?
A:		Although there is a pending repair for one irrigation controller, this repair will be facilitated soon. The irrigation system is an operating irrigation system.

Q:	 Please confirm whether there are any areas of annuals within the District. A:	There are no annuals at this·time.

'fo""	••	/ sioprs  f't:,(.i
?"fr?.f

to.cl,oltU'
iU

 u..	·-·-·---
	 ---.

'Rcn;"j  ?s	Cl>D
qJ,:;,-/ 1-3
G,"' "' lie.rs ...
M s

PREPARED FOR:

TRICIA L. ADAMS
District Manager
Governmental Management Services
291 E. Livingston Street Orlando, FL 32801
Phone: (407) 841-5524
Email: tadams@gmscfl.com.com Website: gmscfl.com
Proposal issued:
7 November 2023

Proposal valid for 30 days

EXHIBIT 2 - FEE SUMMARY ROLLING OAKS CDD

Contractor: Down to Earth Landscape & Irrigation	Property: Rolling Oaks
CDD

Address: 1683 N. Beardall Ave.	Address:  219 East Livingston Street
Sanford, FL 32771	Orlando, FL 32801
Phone: 561-437-7790	Phone: 407-841-5524
Fax:	Fax:
Contact: Gary Nichipor	Contact: Tricia L. Adams
GMS Central Florida
Dates:	through

JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A)	
$ 14,593.50	
$  14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$14,593.50	
$175,122	
TURF CARE
(Schedule B)	
$ 1,077.21	
$	1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$ 1,077.21	
$12,927	
TREE / SHRUB CARE
(Schedule C)	
$ 3,231.58	
$	3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$ 3,231.58	
$38,779	
*BEDDING PLANTS
(Schedule D)	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
N/A	
$0	
*BED DRESSING
(Schedule D)
Bidder's estmated cubic yards for annual installation: 810 CU. YDS ($42,525.00)	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$	-	
$0	
PALM TRIMMING
(Schedule D)	$ 5,910.42	$	5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	$ 5,910.42	

$70,925	
														
IRRIGATION MAINT.
(Schedule E)	
$ 4,225.00	
$	4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$ 4,225.00	
$50,700	

TOTAL FEE PER MONTH:	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$29,038	
$348,453	

AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND THE FIRST, SECOND, THIRD, AND FOURTH ANNUAL RENEWALS.

TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIRST YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) SECOND YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) THIRD YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FOURTH YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIFTH YEAR

$ 348,453.00
$ 362,391.12
$ 376,886.77
$ 391,962.24
$ 407,640.73

*Bedding plants and bed dressing are only installed with written permission and
the District may forgo installation and commensurate costs of bedding planst and bed dressing for any length of time; Due to potential variance in estimated quantity for annual mulch installation, this item will be reviewed separately with unit costs and is not included with total annual fees.
11/07/23
Rolling Oaks CDD

RE: ROLLING OAKS CDD Landscape and Irrigation Maintenance Request for Proposal Dear Tricia,
I personally want to thank you for considering Down to Earth Landscape & Irrigation as your Landscape Maintenance partner and for inviting us to participate in your RFP. We are confident that the following information will help us make the best decision and appreciate all the time you have taken to ensure we submit the most accurate proposal that reflects the community's expectations.

Down to Earth Landscape & Irrigation has been in business for more than 30 years and we pride ourselves on providing superior service that brings “Natural Joy” to our customers. We understand the high standards our customers require and constantly seek to be the “Service Provider of Choice” in the green industry by delivering uncompromising quality that will exceed your expectations. There are many choices for your landscape management services, but what makes DTE different is our ICARE values.

Thank you for your consideration and we look forward to the opportunity of working with you to achieve your landscape vision and experiencing the DTE Difference!

Respectfully,

Gary E. Nichipor Sales Manager 561.437.7790
gary.nichipor@rewdte.com
LANDSCAPE & IRRIGATION PROPOSAL
ROLLING OAKS CDD
C/O: GOVERNMENTAL MANAGEMENT SERVICES

Pricing Summary

Base Maintenance	$175,122.00	Annually	
Irrigation Maintenance	$50,700.00	Annually	
Fertilization / Pest Control Services	$51,706.00	Annually	
Palm Pruning	$70,925.00	Annually	

Total	$348,453.00
Monthly	$29,037.75

Additional Services
Mulch	Priced upon request
Storm Clean-up Pricing
All Rates Hourly *Pricing subject to change

Operated Equipment:		
Semi-Truck & Trailer Loader	$145.00	
Backhoe	$145.00	
Bucket Truck	$145.00	
Debris Truck	$125.00	
Dump Truck	$110.00	
Chipper Truck	$125.00	
Polecat Lift	$75.00	
Stump Grinder	$85.00	
Skid Steer Loader	$100.00	
Tractor	$80.00	
Dump Fees:		
Dumpster (30cy fees included)	$550.00	
Dump Truck	$250.00	
Chipper Truck Load	$250.00	
Stumps	TBD Based on Size	
Labor:		
General Labor	$50.00	
Crew Leader	$75.00	
Supervisor	$125.00	
Climber/ Tree Men	$150.00	

COMPANY SAFETY PLAN
OUR NUMBER ONE PRIORITY

THE TEAM THAT CARES
DTE understands that safety is the number one priority for both you and our employees. All personnel wear the following necessary protective equipment during the performance of their duties:
DTE branded protective clothing, reflective, high visibility shirts, and safety vests.
Protective eye wear or face shields
Respiratory protection
Gloves
Ear/Hearing protection

DTE personnel will adhere to all local, state, and federal safety guidelines and will observe all safety precautions when performing services on property, roadways and rights-of- way. The following measures will be employed when active in these areas:
Safe location of parked vehicles
Use of safety cones/signage
Flag personnel as necessary

HIRING PROGRAM
Mandatory drug screening prior to employment – zero-tolerance policy.
Each new employee must complete our “Green Vest Training” program that focuses on the safe operation of all equipment and machinery.
PREVENTATIVE MAINTENANCE PROGRAM
Participate in weekly “toolbox talks” to review the correct maintenance procedures and inspect current equipment.
SAFETY TRAINING PROGRAM
Employees participate in scheduled equipment training programs demonstrating the correct way to operate machinery and tools utilized for day-to-day job activities.
Fertilizer/Pest Control Applicators take the Florida Best Management Practices Class and stay current on all continuing education units.
Weekly Safety topic as well as scheduled Safety bulletins to raise awareness and reinforce training.
Equipment is cleaned and maintained daily which includes sharpening mower blades and servicing equipment to ensure proper working order.
Weekly Vehicle Condition Report to ensure that all repairs and maintenance have been completed.
Monthly Branch & Site Audits to ensure compliance.
LICENSES, CERTIFICATIONS, & INSURANCE BONDING

BMP Certified– Florida Green Industries
Florida Department of Agriculture and Consumer Services, Certificate of Nursery Registration
Florida Department of Agriculture and Consumer Services Certified Pest Control Operator
Florida Department of Agriculture and Consumer Services Registered Pest Control Firm for Down to Earth Lawn Care
Florida Department of Agriculture and Consumer Services, License as Dealer in Agriculture Products
Florida Department of Environmental Protection
Florida Irrigation Society, Completion Irrigation Auditing Training Course
Florida Nursery, Growers and Landscape Association (FNGLA) – Certified Horticulture Professional (FCHP)
FNGLA Certified Horticulturalists Florida Nursery, Growers and Landscape Association (FNGLA) – Florida Certified Landscape Contractor (FCLC)
International Society of Arboriculture (ISA), Certified Arborist
Irrigation Association (CLIA) Certified Landscape Irrigation Auditor
John Deere Green Tech, Rain Master Eagle iCentral Control System
Paige Irrigation, Certificate of Completion – Irrigation Wires & Cables and Proper Splicing Methods
Professional Lawn Care Association of America, Certified Turfgrass Professional
Rain Bird – Certified Maxicom Operator, Maxicom Software Level 1 and 2, Maxicom Hardware Level 1 & 2

All certificates & licenses are available upon request.
30-60-90 DAY TRANSITION PLAN
WHAT TO EXPECT

MAINTENANCE SERVICES AVAILABLE

TREE PRUNING
Trees shall be maintained with clear trunks to facilitate proper growth and provide 12’-15’ clearance.
MULCHING
Applied to beds and/or bare grounds to moderate soil temperature and retain moisture for healthy plants.

ANNUAL FLOWERS
Proper spacing will utilized per plant species variety to ensure proper growth.

DESIGN & INSTALL
In house capability to provide full design and install of new material to bring your vision to life.
STORM PREPARATION & REPARATION
In cases of storms or natural disasters, we can provide help to prepare and repair landscapes if requested.
For more details of our services, FAQs, and services beyond maintenance services we offer, please visit www.dtelandscape.com
/all-services/.

Note: Detailed scope of services included with pricing and contract.
STATE OF THE ART SERVICE
LATEST TECHNOLOGY
DTE leverages the latest technology and our expert staff to deliver best-in-class service with a commitment to stay on the cutting-edge of landscaping, irrigation systems, fertilization & pesticide practices, and systems.
DTE actively partners with our suppliers, industry associations, universities, and technology providers to incorporate their products into our services or provide feedback to help the industry including drones and autonomous mowers.

SUPPLEMENTAL CREWS

Supplemental to our current maintenance teams, we have additional enhancement resources that can be made available to restore your property to pre-disaster condition. Furthermore, if necessary, our Construction Division employees are working in Florida year-round and can always offer additional help.
NECESSARY EQUIPMENT

While adequate manpower is essential, having the necessary equipment is vitally important in these types of extreme situations. DTE has a deep inventory of equipment including loaders and dump trucks that can be redeployed statewide to meet the demands of any emergency.
PREVENTATIVE MEASURES

For more than 30 years, our track record has proven that we will do everything possible to protect our clients’ interests and eliminate potential problems during hurricanes, storms, and frost by implementing preventative measures such as pre-storm tree trimming, removal of loose debris, and use of frost cloths.

Please note this is an additional service. Refer to scope of services for a list of all services within the agreement.

YEARLY SERVICES SCHEDULE GUIDELINE

YOUR DEDICATED LANDSCAPE TEAM

Diego Corvalan - Assistant Branch Manager / Account Manager, Since 2012
Carlos Yuman - Production Manager, Since 2012
Gary E. Nichipor - Sales Manager, BMP Certified, Since 2014
Jay Rollins - Irrigation Manager, Since 2000
Karen Martella - Office Manager, Since 2017
MAINTENANCE REFERENCES

Additional contact information for references can be provided upon request.

January 25, 2023

Down To Earth
2701 Maitland Center Parkway Suite 200
Maitland, FL 32751
Attn: Johann Fiallo, Estimating Manager

Re: Letter of Bond-ability

Dear Johann,
Managing Risk ∙ Insuring Success ∙ Since 1972

It has been the privilege of Brunswick Companies and Hanover Insurance Company to provide surety bonds on behalf of Down to Earth for over 6 years, during which time Down To Earth has performed and we have issued performance and payment bonds for contracts valued in the range of $5,000,000. In our opinion, Down To Earth remains properly financed, well equipped, and capably managed.

At the present time, Hanover Insurance Company provides a $5,000,000 single project / $15,000,000. aggregate surety program to Down To Earth. As always, Hanover Insurance Company reserves the right to perform normal underwriting at the time of any bond request, including, without limitation, prior review and approval of relevant contract documents, bond forms, and project financing. Therefore, Down To Earth has 100% bonding capabilities for the above captioned project.

Hanover Insurance Company is listed on the U.S. Treasury Department’s Listing of Approved Sureties (Department Circular 570) and is rated A(XV) by A.M. Best Company and is licensed to do business in the State of Florida.

Regards,

Mark Levinson
Attorney-in-Fact, Hanover Insurance Company Sr. VP. Brunswick Companies

Brunswick Companies 2857 Riviera Drive
Fairlawn, Ohio 44333
Phone: 330-864-8800
www.brunswickcompanies.com Toll Free: 800-686-8080
Fax: 330-864-8661
RISK MANAGEMENT | COMMERCIAL | PROFESSIONAL | SURETY | PERSONAL

THANK YOU!
WE APPRECIATE THE OPPORTUNITY TO PARTNER WITH YOU AND YOUR COMMUNITY

AFFIDAVIT OF NON-COLLUSION

STATE OF -Florida	
COUNTY OF -Seminole	
1Gary Nichipor	do hereby certify that 1 have not, either directly or indirectly, participated in collusion or proposal rigging. Affiant is a Sales Manager
in the firm of Down to Earth Landscape & Irrigation	and authorized to make this

affidavit on behalf of the same. I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.
Dated this day of November

State of -Flo-rid-a ---
County of Seminole

The foregoing instrument was acknowledged before me this	day of November 2023, by Gary Nichipor	of the Down to Earth Landscape & Irrigation	who is personally known to me or who has produced Drivers license			as identification
and who did (did not) take an oath.

Signature of Notary taking acknowledgment

ACKNOWLEDGMENT OF RECEIPT OF DOCUMENTS AND PROPOSAL SIGNATURE FORM

This Proposal for landscape maintenance services has been submitted on this daoyf November	2023 by Gary Nichipor	[company] whose business address is 1683 N. Beardall Ave., Sanford, FL 32771
		,	telephone number is 561-437-7790	and electronic mail address is gary.nichipor@rewdte.com	.

The undersigned acknowledges, by the below execution of this proposal, that all information provided herein has been provided in full and that such information is truthful and accurate. Proposer agrees through submission of this Proposal to honor all pricing information sixty (60) days from the date of the Proposal opening, and if awarded the contract on the basis of this Proposal to enter into and execute the services contract in substantially the form included in the proposal documents.

Proposer understands that inclusion of false, deceptive or fraudulent statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Proposer to constitute good cause for denial, suspension or revocation of a proposal for work for the Owners.

Furthermore, the undersigned acknowledges receipt of the following addenda, the provisions of which have been included in this Request for Proposal.

Addendum No. 	 dated 		 _ Addendum No. 		  dated 			 Addendum No. 		 dated 	 _

County of Seminole

The foregoing instrument was acknowledged before me this	day of November 2023, by Gary Nichipor	of the Down to Earth Landscape & Irrigation	who is personally known to me or who has produced Drivers License			as identification
and who did (did not) take an oath.

Signature of Notary taking acknowledgment
EXIIBIT 3 - EXTRA SERVICES PRICING SUMMARY

Contractor: Ā

 .l "	A\SMO&cK\NĀSX]^KVVONĀPY\Ā[_KX^S^SO]ĀY`O\Ā(''ĀM_L3S\MYaĀXcKĀ\N]Ā4$5Y5M.0Y0KĀĀ

>TLFH&ZDTGĀLPUVDNNHGĀIQTĀSWDPVLVLHUĀWPĀG5HTQTĀY(P''ĀFWELF$Ā55Z.D00TĀGUĀ6QFQD

>TLFHĀRHTĀ*ĀFWELFĀIQQVĀEDJĀQIĀ<WNFKĀ6QFQDĀ5TQYPĀ	Ȁ10.00Ā

Hard Materials	>TLFHĀRHTIĀQETDĀJ@HOLPQNHĀ6KLRUĀ	Ȁ15.00Ā

>TLFHĀRHTĀVQPĀIQTĀ@HOLPQNHĀ6KLRUĀ	Ȁ175.00Ā

>TLFHĀRHTĀVQPĀIQTĀ*\$,\Ā?LXHTĀ:DFMĀ	Ȁ275.00Ā

Seasonal Color	Annual flower installed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.

5HGĀRTHRDTDVLQPĀDPGĀLPUVDNNĀDVLQPĀRHTĀ+%,\ĀRQV	Ȁ2.25Ā

5HGĀRTHRDTDVLQPĀDPGĀLPUVDNNDVĀLQPĀRHTĀ(ĀJDNNQPĀRQV Ȁ10.00Ā

@WRRNZĀDPGĀLPUVDNNĀ/\ĀVQĀ('\ĀKDPJLPJĀEDUMHVĀ	Ȁ85.00Ā

4UUHOENHĀ)'\ĀVQĀ*-\ĀGLDOHVHTĀINQTDNĀRQVĀYLVKĀFHPVHTRȀ2L2H5F.0H0Ā-R$N1,D00P0V.0Ā0Ā

Sod (St. Augustine)Ā	Turf reparation includes removal and disposal of old material and re-grading affected area prior to installation of new sod.

@SWDTHĀIQQVĀRTLFHĀIQTĀSWDPVLVLHUĀNHUUĀVKDPĀ(#'''ĀUSWȀ1D.8T5HĀĀIHHVĀ @SWDTHĀIQQVĀRTLFHĀIQTĀSWDPVLVLHUĀEHVYHĀHIPHĀH(V#''Ā'ĀDPGĀ*Ȁ#1''.'8Ā5UĀSWDTH @SWDTHĀIQQVĀRTLFHĀIQTĀSWDPVLVLHUĀEHVYHHĀPĀIH*H#'V''ĀĀDPGĀ(Ȁ'#1'.'8'Ā5ĀUSWDT @SWDTHĀIQQVĀIQTĀRTLFHĀSWDPVLVLHUĀJTHDVĀTĀVKDPĀ('#'''ĀȀU1.S8W5ĀDTHĀIHH
lrrigationĀ	Irrigation services, which fall outside of the contract, will be provided on a per hour basis. Parts will be provided at list, less a discount. Contractor may be required to provide a copy of purchase invoice.

9TTLJDVLQPĀAHFKPLFLDPĀRHTĀKQWTĀ

9TTLJDVLQPĀ;DEQTHTĀRHTĀKQWTĀ

>B6ĀRDTVUĀ
Ȁ75.00Ā Ȁ75.00Ā
;LUVĀN1H0UĀUĀĀ
=QPĀ>B6ĀRDTVUĀ BDNXHU#Ā6NQFMUĀDPGĀDPZĀRDĀTVĀQXHTĀȀ*''%''
General Labor	7QTHODPĀRHTĀKQWTĀ

;DEQTĀRHTĀKQWTĀ
;LUVNHU1U0Ā Ā

;LUVNĀHU1U0Ā Ā

Ȁ55.00Ā Ȁ 5.00
Arbor Care	>TQGWFVLQPĀGDZĀ!/ĀKQWT"ĀATWFM#Ā6KĀLRRHT#Ā*ĀODPĀFTHYȀ3,900.00

MiscellaneousĀ	5 WUKĀKQJJLPJĀRHTĀDFTHĀ3Ā
Ȁ1,750.00Ā

The per unit cost for installation of various sizes and quantities of plant material is listed below:

+ĀLPFKĀ8TQWPGFQXHT0Ā	1Ā,'ĀRNDPVUĀ

,'Ā$Ā(''ĀRNDPVUĀ

(''Ā$Ā),'ĀRNDPVUĀ	Ȁ4.00Ā
Ȁ4.00Ā Ȁ4.00Ā	
	2 ),'ĀRNDPVU	Ȁ4.00Ā	
($JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā,'ĀRNDPVU

,'Ā[Ā(''ĀRNDPVUĀ	Ȁ8.00Ā

Ȁ8.00Ā	
	(''Ā[Ā),'ĀRNDPVUĀ	Ȁ8/00Ā	
	2 ),'ĀRNDPVU	Ȁ8.00Ā	
*$JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā,'ĀRNDPVU	Ȁ17.50Ā	
	,'Ā[Ā(''ĀRNDPVUĀ	Ȁ17.50Ā	
	(''Ā[Ā),'ĀRNDPVUĀ	Ȁ17.50Ā	
	2 ),'ĀRNDPVU	$17.50Ā	
.$JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā,'ĀRNDPVU	Ȁ42.00Ā	
	,'Ā[Ā(''ĀRNDPVUĀ	Ȁ42.00Ā	
	(''Ā[Ā),'ĀRNDPVUĀ	Ȁ42.00Ā	
	2 ),'ĀRNDPVU	Ȁ42.00Ā	
(,$JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā),ĀRNDPVU	Ȁ55.00Ā	
	),Ā[Ā,'ĀRNDPVUĀ	Ȁ55.00Ā	
	,'Ā[Ā(''ĀRNDPVUĀ	Ȁ55.00Ā	

*'$JDNNQPĀ>NDPVĀ<DVHTLDN0	2 (''ĀRNDPVU

1Ā),ĀRNDPVU	Ȁ55.00Ā

Ȁ120.00Ā	
	),Ā[Ā,'ĀRNDPVUĀ	Ȁ120.00Ā	
	2 ,'ĀRNDPVU	Ȁ120.00Ā	
+,$JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā),ĀRNDPVUĀ	Ȁ185.00Ā	
	),Ā[Ā,'ĀRNDPVUĀ	Ȁ185.00Ā	
	2 ,'ĀRNDPVU	Ȁ185.00Ā	
-,$JDNNQPĀ>NDPVĀ<DVHTLDN0	1Ā),ĀRNDPVUĀ	Ȁ250.00Ā	
	),Ā[Ā,'ĀRNDPVUĀ	Ȁ250.00Ā	
	2 ,'ĀRNDPVU	Ȁ250.00Ā	

EXIIBIT 4 - SERVICE AREA MAPS

Landscape Maintenance Proposal

rolling oaks CDD
November 2023

ComPANY overvIeW
Expert Care and Service
The name Floralawn is synonymous with expert care and service when it comes to properties across Central Florida. Whether it’s your family’s personal backyard oasis or a private University with thousands of students, landscapes enhance the way we live, work, and play. Unparalleled industry knowledge coupled with the friendly service of a small operation delivers a package that leaves our clients with a beautiful, well- maintained landscape that attracts people, adds to their property value, and contributes to their success.

History
Floralawn was founded in 1993 by Rob Averitt and Rich McDonald. This partnership was created out of the desire to build a company that customers would find easy to work with, cost effective, and above all—deliver the utmost quality. Through sales, acquisitions, and a customer retention rate of over 95%, Floralawn has always put the needs of the customer first. In April 2010, Floralawn acquired Polk Pump & Irrigation, which added the final dimension to the phrase “Total Property Maintenance.”

vision
Floralawn’s vision is to be the most preferred landscape maintenance provider in Florida to the association, commercial, and residential markets, thus providing a profitable return. Additionally, Floralawn strives to create a stable yet scalable enriching atmosphere and culture for our employees and customers through a sense of servant- like service.

Who We are Today
Expansion during a time of sluggish economic activity has always been possible due to Floralawn’s financial strength and its
commitment to never turning away from the company’s core vision. Floralawn has since become one of Central Florida’s most trusted landscape maintenance companies and enjoys a diversity of services available to our clients that no other company can match. Floralawn is a proud member of both the Lakeland and Winter Haven Chambers of Commerce and is highly involved with the Community Association Institute.
our Approach
Being proactive is paramount when maintaining any property or community. We understand that no two properties are alike; each has different needs and demands that must be treated uniquely. Our employees are diligently trained to treat each property as their own and realize that one size does not fit all.

Services
Many of Central Florida’s most breathtaking homes rely on Floralawn to maintain their landscape. With unique services that meet the needs of individual homeowners, they receive special attention that giant landscape maintenance providers cannot offer. Additionally, Floralawn can easily cater to larger HOA clients; we routinely maintain stunning entryways, challenging common areas, complex irrigation systems, pond beautification features, and problematic pump systems to increase curb appeal and appease even the most finicky homeowner. Filling such an all-encompassing niche gives clients peace of mind knowing a partnership with Floralawn will benefit them for years to come.

Knowledge
With constant training and continuing education of each staff member, we pride ourselves on the ability to be an expert source of knowledge in all aspects of property maintenance. Our team of professionals are recognized as experts in their respective fields, covering everything from sustainable landscape to the latest
irrigation technology. This expert knowledge not only helps us excel in the landscape arena, but is also valuable in educating our clientele.

our Location
734 S. Combee rd • Lakeland, FL 33801
We are located just south of I-4, Central Florida’s major artery. This provides quick and easy access for Floralawn to service customers with a level of response that has allowed us to retain over 95% of our customer base since 1993.

Since 2010, Floralawn has kept a working warehouse stocked with pump and irrigation supplies that we use to service our clients. This warehouse also provides a source of “walk-in” business for the do-it-yourselfers.

 	
ComPANY overvIeW
Meet the Team

rob Averitt
President

Rob attended the University of South Florida, where he received his degree in Business Administration. Through hard work, dedication, and steadfast faith, Rob and his best friend Rich turned Floralawn from a dream into the industry leader that it is today. Rob holds Certified Pest Control Operator’s licenses in both Turf & Ornamentals and General Household Pest Control. He leads his company by example and always puts the customer first.

rich medlong
Fert & Pest Manager

Rich started in the horticulture industry in 1995 as a humble service technician for a large pest control company. During his 18 year stretch in the industry, Rich has been able to gain extensive knowledge in both commercial and residential applications. Rich not only started out as a service technician, but has managed large horticulture companies.

brad Thompson
Solivita Branch Manager

Brad has over 20 years of experience in the landscape industry, ranging from major landscape installations to managing large- scale commercial accounts. Brad’s knowledge of landscape and maintenance shines due to his extensive experience in Central Florida. Being an industry expert, Brad is utilized as a source of knowledge for every aspect of landscape maintenance. He is also certified in Rainbird’s Maxicom 2-wire systems.

russ Prophit
Irrigation Manager

Russel is a second-generation green industry professional with over 4 decades of experience in the irrigation and landscape industry.
His experience in all phases of the industry from design, installation, service, consulting and training, Russel provides a level of expertise which is hard to match by most firms in this industry.

Kevin Smith
Account Manager

Kevin Smith is a Florida native who came to Floralawn with extensive experience in the pest control industry. Beginning as a spray tech in a Lakeland pest control company, he worked his way up to manager, a position he held for 14 years. He now enjoys delivering attentive, comprehensive service to the diverse Floralawn properties under his care.

Damon Smith
Account Manager

Florida born and raised, Damon Smith owned and operated a successful 17-year lawn-care service with long-term residential and commercial clients. Expert in all aspects of lawn maintenance including irrigation and tree care, Damon now oversees the care of
multiple Floralawn properties. He loves working with customers and producing high-quality results.
oUr ServICeS
Capabilities
Floralawn’s unique place in the industry, with a bevy of expert services available under one roof, defines the term “Total Property Maintenance.” Although we frequently supply these solutions a la carte, we specialize in being able to package these solutions together to make Floralawn your one and only phone call. On any given property, we can combine landscape maintenance, fertilization, indoor & outdoor pest control, landscape design, and irrigation – providing a complete suite of services for one affordable price. Our clients are able to reduce their overall expenses by procuring these services from one provider.

Landscape management
Whether it’s brand-new turf and plantings or the look your property has had for years, it’s important to protect your investment. Central Florida is a hotbed of potential threats to your landscape and Floralawn is expertly trained and equipped to keep it looking beautiful. Quality inspections and cutting-edge preventative products provide a proactive approach to stop problems before they start, which saves you time and money.

Fertilization
Proper fertilization is second only to adequate irrigation, when it comes to the health of your landscape. A thick, lush, green lawn is not only beautiful, but also the best defense against the full
spectrum of diseases, insects, and weeds. Our expert knowledge and experience can keep it looking its best year-round.

Pest Control
When combined with proper fertilization, a proactive pest control program is the best solution possible. Aggressively preventing major infestations will keep your landscape looking its best. Our Integrated Pest Management Professionals can help maximize the beauty, health, and lifespan of your trees, shrubs, and turf.

Enhancements & Beautification
From replenishing beds with fresh mulch and annuals to a complete landscape design overhaul, Floralawn’s Horticultural team of Landscape Designers and Installers can make any building pop
with instant added curb appeal. Your property is our canvas, and we take the time and effort to help each client combine their vision
with a self-sustaining landscape and Florida-friendly plants wherever possible. With over 15 years of exceeding our clients expectations, you can rest assured that large or small, the job will be done neatly, efficiently, and correctly—the first time, every time.
Water management
Droughts, high water bills, new regulations, violation penalties… Water Management is a hot topic in Florida nowadays. Water is a limited resource and using it wisely is even more imperative now. Proper Water Management goes far beyond merely “fixing sprinklers.”

Irrigation
Water plays the most vital role in the overall appearance and health of plantings on your property. Making sure enough water is being applied is just as crucial as making sure you aren’t running money down the drain. The experts at Floralawn understand that your irrigation system is the main artery that feeds the living, breathing organism known as your landscape.

Pumps & Wells
Since 1958, we have been the “go-to” pump and irrigation company in Polk County and surrounding areas because of our specialty
in servicing and maintaining today’s complicated pump systems. Having over 53 years of experience, we enjoy the lasting relationship built not only by providing expert service, but also by being a source of knowledge for our customers.

Indoor Pest Control
Floralawn’s Indoor Pest Control Division couples cutting-edge products and equipment with the industry’s leading Integrated Pest Management techniques to provide our customers with what’s known as Preventative Pest Control. Our knowledgeable team of Pest Technicians are able to keep homes and businesses pest-free without the use of harsh chemicals inside the buildings. Our non- detectable insecticide products create an invisible barrier around the perimeter, keeping the outside of your structure pest-free year round.

SUPPorT
Customer Service & Support
Floralawn specializes in large communities with unique challenges. We’ve developed custom support systems and integrated ways to directly connect with residents. We’re big enough to serve you, yet small enough to know you.

Dedicated Phone Number
Feel confident that when you call Floralawn, we’ll pick up the phone. In addition to online support, we will always ac- comodate our clients by having dedicated phone number just for helping our clients.

resident-Focused Support
Whether tending to residents’ landscaping or to their communications, Floralawn team members strive to provide attentive care and exceptional service. We know that in this business, quality performance and responsive customer support result in happy people. Our work-order interface provides residents with an easy-to-use system in which they are heard, acknowledged, and responded to.

24/7 emergency Services
We care about the properties we manage and the people who inhabit them. When the unforseen happens, we’ll be there when you need us. Call our dedicated number for 24/7 support.

Work order System
Utilize our online work order system to create and track work orders for your property. Managers and residents can easily create an account and get started right away.

on-Site management
We understand that for many residents, speaking in person with a manager is preferable to discussing an issue via email or phone. For this reason, a manager always accompanies Floralawn crews and is available on- site for communication and problem-solving.
SUPPorT
Work Orders
When we first opened the doors, our work order system mergly consisted of pen and paper. Over the years we’ve evolved into an online work order system capable of handling support tickets directly from the residents themselves.

resident Accounts
Depending on factors, residents can create an account and manage their work orders from start to finish.

Trackable results
Our portal-based work-order system provides an easy way for residents to inform Floralawn about issues that need to be addressed. This system provides trackable progress and detailed reporting.
Communication
Our team members stay in constant communication through work order status updates and direct messages.

resident Training
We provide regular training sessions with residents on how to use the work order system.
CLIeNTeLe
Your Community

Your Community
Floralawn has the capabilities to address every present need and demand in your development. Irrigation management is paramount in any successful landscape, and when coupled with proper maintenance, fertilization, and pest control practices, plants and turf can reach their full potential. Increasing curb appeal is always our top priority and end goal. Returning your landscape to its intended condition will be achieved through restorative and proactive key processes in your development.

Community Curb Appeal
Curb appeal is important for maintaining property value and resident retention. Floralawn can help increase the success of your curb appeal by adding cost-efficient annual flowers in highly visible areas. These plantings can be rotated throughout the year to accompany the changing seasons and to facilitate a dynamic color palette all year long. Floralawn staffs an expert Landscape Designer that can assist with proper plant selections that would best suit location
and soil conditions when the time arises to replace or enhance your landscape. We would also focus a tremendous amount of effort into restoring the vigor of the grass and turf already present on the
property, creating an instant result at no extra cost to the Association.

Communication
Floralawn understands that communication does not end at the contract’s scope and terms; rather, this is where it begins. When dialog is established between Floralawn and your community, being proactive becomes second nature. Open, unfettered communication is a crucial element for any successful relationship in the landscape industry, especially in a day and age of so many regulations, rules, and complex systems.
CLIeNTeLe
Personnel Structure
Every Employee at Floralawn understands that each property is unique and demands their full attention each time they step foot on it. This understanding is essential to the success of your property, and every day we strive to make your property look its absolute best. Instilling this “ownership” of our clients’ properties in each individual employee is how we start our Customer Service Experience.

What To expect From Floralawn

Outfitted with today’s leading equipment, our crews see every visit to your property as an opportunity to leave it looking better than when they arrived, instantly increasing curb appeal. The finishing touches set them apart from any “mow, blow, and go” outfit

YOUR
COMMUNITY

Identifying system issues and inspecting potential problem areas is what our irrigation techs do best. With water being crucial to your landscape, doing the job right each time is paramount. Additionally, every employee is trained to keep an eye out for failed irrigation components.

LANDSCAPE MAINTENANCE
CREW

IRRIGATION		 TECHNICIANS

FERTILIZATION & 	 PESTICIDE CREW
WATER MANAGEMENT DIRECTOR

FERT & PEST MANAGER

MAINTENANCE
DIRECTOR

Need more Services?

ACCOUNT MANAGER
Overseeing all aspects of your Total Property Maintenance plan, the Account Manager holds the responsibility of successful communication. As the liaison between client and crew, he or she is trained
to identify the specific needs of each property and to ensure all aspects are delivered above and beyond expectations.
Lush, thick, emerald-green turf is the result of planning and implementing a proactive fertilization and pest program, specifically tailored to each property. Our techs are thoroughly trained in Florida landscapes and deliver expert care with each and every visit.

ENHANCEMENTS & BEAUTIFICATION
PUMP & WELL TECHNICIAN

INDOOR PEST TECHNICIAN

Total Property Maintenance involves many moving parts, and your Account Manager serves as the central cog in the machine, ensuring your total satisfaction. Detailed quality assurance checks from the Account Manager means that your property is always under a watchful eye. Should you ever have a question or concern, one phone call is all it takes.
PorTFoLIo
Solivita

Details
Type	Master-Planned
Location	Kissimmee, FL
Homes	4,300
Community Pools	13
Turf	30 Million Sq Ft
Contact
H. Donovan Brown, PhD
President of Landscape Committee 863-513-3861
overview
Solivita is one of Florida’s largest active adult communities. With over 4300 homes, this community boasts a large towncenter, 13 pools, and miles of roadway cart path. Every single house recieves a full compliment of landscape services on a regularly scheduled basis including mowing, edging, plant bed detailing, irrigation, fertilization, and pest control. To manage the large amount of homes and the overwhelming amount of possible support requests when taking the community over, Floralawn implemented a custom, online work order system that allows each homeowner to submit support tickets under their own account.

 		
“Floralawn has provided the highest level of customer service... better than we have
ever experienced.”
PorTFoLIo
Bellalago

Details
Type	Master-Planned
Location	Kissimmee, FL
Turf	6 Million Sq Ft
Landscape Beds	500K Sq Ft
Roadway Edging	400K Ln Ft

Contact
Kraig Carmickle	877-221-6919 Vice President
Evergreen Lifestyles Management
overview
Bellalago is a massive master-planned community located on coveted Lake Toho that has more than 1200 homes, over 4 miles of roadways, 2 amenity centers, 4 entrances, and over 30 lakes. This community boasts long stretches of road enveloped with mature landscaping and plush turf. Bellalago’s amenities is something to be expected from a
5-star resort and is fully equipped with active staff. The amenity center is nestled in front of a serene view of Lake Toho that sport it’s own boat access. Residents have the priveledge of walking the curvy dock to enjoy the quietness that a large lake brings. Bellalago is one of Kissimmee’s largest community developments and is a much sought-after place to live.

 		
“We couldn’t be more happy with Floralawn. We look forward to a long- lasting relationship.”
PorTFoLIo
SummerGlen

Details
Start Date	2019
Type	Master-Planned Location		Ocala, FL
Townhomes	40
Turf (Common)	500,000 Sq Ft Homes		950 Built
Contact
Leland Management	352-245-0432
Ed Stein	352-553-2433
overview
Pleasing a Property Manager, multiple builders, and over 1,500 residents consistently is a daily task at SummerGlen. Named one of Where To Retire Magazine’s 50 Best Master-Planned Communities four consecutive times, SummerGlen expects and receives the highest quality care and professional service from their landscape service provider. Floralawn works closely with the Property Management staff to create detailed scheduling for all landscape events, from daily mowing to routine fertilization and pest control treatments. Consistency is paramount when maintaining a property of this size and caliber, and SummerGlen has been proud to partner with Floralawn for their needs for over three years. Floralawn was a contractor from 2009 - 2016. In 2019, Summerglen re- hired Floralawn for all its landscape needs.

 		
“After having Floralawn for almost 10 years, we forgot what it was like not to have
them.”
PorTFoLIo
Oakbridge

Details
Start Date	2009
Type	Master-Planned Location		Lakeland, FL
Sidewalk	9.6 Miles
Roadway	4 Miles
Turf	755,000 Sq Ft

Contact
Steve Allen	(863) 686-3700 Property Manager
overview
As the gateway to five distinct high-end communities in one of the fastest growing areas of Lakeland, Oakbridge at The Grasslands stands as a picturesque winding road enveloped by the landscape of plush green grass and sprawling majestic oaks. Pops of bright color explode throughout the median in the forms of beautifully blooming tabebuia and crepe myrtle trees. Floralawn has risen to the challenge of maintaining such a diverse landscape, not to mention keeping nearly 10 full miles of hardscaping edged cleanly. Nearby shopping, multiple lakes, a walking trail, and exercise stations bring a lot of foot traffic through Oakbridge,
and Floralawn understands that it’s putting effort into the smallest details of the landscape that make this property shine.

 		
“Overall the turf fertility, weed control, pruning, and shaping increases the property’s
appearance.”
PorTFoLIo
Arden Park

Details
Start Date	2018
Type	Master-Planned Location		Ocoee, FL
Turf Grass	250,000 Sq Ft

Contact
Michelle Barr	407-586-4066 Lennar
overview
Arden Park North offers innovative homes in Ocoee’s newest community, located directly off the famous West Orange Trail. The gated community includes amenities such as a swimming pool, cabana, a playground, a tot lot, a park and a trail. Floralawn successfully maintains the landscape in and around these high traffic zones as well as all of the common area.

Arden Park has a multitude of amenities that attract residents at all times of the day. Maintaining these areas during off-times and weather permitting can be a challenge.

 		
“The service has been great with sincere caution to the high-trafﬁc areas of our
community.”
PorTFoLIo
Christina Hammock

Details
Start Date	2001
Type	Master-Planned Location		Lakeland, FL
Contact
Jon Gross	201-835-2162
Self-Managed Property Grounds & Maintenance Committee Chairman
overview
For over 10 years, Floralawn has maintained the common areas and houses within Christina Hammock, helping it grow from the initial three houses into the sprawling 85 homesite community it is today. Many residents know our crew leaders and management staff by name, and all have peace of mind knowing our professional team will consistently maintain well-manicured lawns and shrubs, lush turf that is free of pests and weeds, and properly working irrigation. Residents also enjoy the extra touches, such as the seasonal flash of flair that Floralawn adds by installing fresh annuals in the clubhouse’s flower beds for the holidays.
PorTFoLIo
Arlington Ridge

Details
Start Date	2015
Type	CDD
Location	Leesburg, FL

Contact
Terry Schnell	(404) 431-0028 CDD President

overview
Arlington Ridge homes are being built by FLC, one of Central Florida’s most respected homebuilders and winner of national awards for building the best Florida over 55 communities. All of us at FLC have one goal: to create a truly excellent way of life for our customers
to enjoy at our independent senior communities.Located in an uncrowded setting in the heart of Central Florida’s beautiful Lakes region, Arlington Ridge retirement living is less than an hour from Orlando’s resort attractions, dining & entertainment, and international airport.
LICeNSUre
Qualiﬁed to Serve You

Insurance
We carry full coverage. Should an accident or damaging event occur, our liability and workers comp insurance affords complete protection to clients, residents, and our own staff. We keep our insurance updated and current for everyone’s security and peace of mind.

Type	Policy #	expiration	Insurer	Limits	
Commercial General Liability	21UENOL4446	09/19/2023	Twin City Fire Insurance	$2,000,000	
Automobile Liability	21UENOL4791	09/19/2023	The Hartford #916	$1,000,000	
Umbrella Liability	21HHUOL4447	09/19/2023	Hartford Casualty Ins Co	$3,000,000	
Leased Equipment	85325456	09/19/2023	United Fire & Casualty	$100,000	

Licensure
All Floralawn team members are licensed by the state they are working in for their tasks and responsibilities. These may include consulting, design work, planning, landscaping, fertilizing, pest control, aquatic controls, and irrigation. Licensing ensures knowledge of and compliance with state regulations in all aspects of landscape management.

Type	License #	expiration	Issued by	
Business Tax Receipt	118675	09/30/2023	Polk County	
Agriculture Products Dealer	69915-6	06/11/2023	State of Florida Dept of Agriculture	
Pest Control Operator	JF138494	06/01/2023	State of Florida Dept of Agriculture	

Certifications
In addition to being licensed and insured, team members also hold individual certifications in their particular areas of specialty. Certifications demonstrate mastery in a field that enables team members to provide exceptional service.

Type	reference #	Issued	Qualifier	
Stormwater Management Inspector	16795	08/08/2007	FL Dept of Environmental Protection	
Maxicom Software	`	09/14/2012	Rain Bird	
Best Management Practices	13188, 9797, 8588	2010 - 2011	FL Dept of Environmental Protection	
TeSTImoNIALS
What Our Clients Say

ProPoSAL
Pricing
ProPoSAL
Scope of Services

oUr PromISe To YoU
When you choose Floralawn, you will find your expectations met or exceeded with the convenience of one point of contact. We will be professional and proactive in our practices while using high-quality people, efficient systems, updated technology, and competitive pricing. We look forward to serving you and assure you that when you choose us, you have gained the best company in the business.

P.O. Box 91597
Lakeland, FL 33804

863-668-0494
www.Floralawn.com

 facebook.com/Floralawn

NOVEMBER
2023

Landscape Proposal
Rolling Oaks CDD

Presented To
Tricia Adams, District Manager
Presented by
Derek Ryan, Omegascapes

4954 N. Apopka Vineland Road - Orlando - Florida / 407-930-6010 / info@OmegaScapes.com
EXHIBIT 2 - FEE SUMMARY ROLLING OAKS CDD

Contractor: Omegascapes, Inc.	Property: Rolling Oaks
Derek Ryan	CDD
Business Development Manager
Address: 4954 N Apopka Vineland Rd	Address: 219 East Livingston Street
Orlando, FL 32818	Orlando, FL 32801
Phone: 407-930-6010	Phone: 407-841-5524
Fax:	Fax:
Contact: derek@omegascapes.com	Contact: Tricia L. Adams
321-231-3544	GMS Central Florida
Dates:	through

JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A)
3-man mow crew one day x 41, 4-man detail crew one day x 52	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
10,707	
$128,484	
TURF CARE
(Schedule B)
12 apps Zoysia + 1 Top Choice app, 3 apps Bahia (excluding 15' around wate	
250	
250	
1,250	
250	
707	
1,250	
250	
250	
250	
1,250	
250	
250	
$6,457	
TREE / SHRUB CARE
(Schedule C)
6 shrub apps, 3 root drench + OTC injection on 86 date palms	
10,500	
2,500		
2,500	
10,500	
2,500		
2,500	
10,500	
2,500		
2,500	
$46,500	
*BEDDING PLANTS
(Schedule D)
no bedding plants													
$0	
*BED DRESSING
(Schedule D)
800 cubic yards per year installed by hand (not blown in)			
46,403										
$46,403	
PALM TRIMMING
(Schedule D)
1X per year: 194 Ribbon, 390 Sabal, 22 Queen, 3 Mule 2X per year: 86 date, 194 Washingtonia		9,925				10,905		9,925
35,005				10,905	

$76,665	
IRRIGATION MAINT.
(Schedule E)
3 days per month to inspect all zones	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
1,668	
$20,016	

TOTAL FEE PER MONTH:	
$23,125	
$25,050	
$60,028	
$15,125	
$23,582	
$27,030	
$12,625	
$60,055	
$23,125	
$16,125	
$12,625	
$26,030	
$278,122	

AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND THE FIRST, SECOND, THIRD, AND FOURTH ANNUAL RENEWALS.

TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIRST YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) SECOND YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) THIRD YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FOURTH YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIFTH YEAR

$  278,122
$  286,466
$  295,060
$  303,911
$  313,029

*Bedding plants and bed dressing are only installed with written permission and
the District may forgo installation and commensurate costs of bedding plants and bed dressing for any length of time; Due to potential variance in estimated quantity for annual mulch installation, this item will be reviewed separately with unit costs and is not included with total annual fees.
ROLLING OAKS CDD

Table of Contents

 About Omegascapes	Approach & Equipment
 Mission and Vision	Details of Approach
 Meet the Team	Pricing Summary
Services Offered	Corporate Information

We look forward to the opportunity to give a presentation in front of the board, where you can learn more about Omegascapes, our team, and our approach to your property.

OmegaScapes, Inc.		2	
ROLLING OAKS CDD

About Omegascapes
Who are we?
Omegascapes, Inc. is a full service, commercial landscape management company headquartered in Orlando, FL. We currently service all of Central Florida and are working our way into the Daytona, Ocala, and Tampa markets. Our services include landscape maintenance, irrigation services, fertilization and pest control, arbor care, and landscape improvements. Our focus is on properties with extensive landscapes that require a high level of detail and attention. Our promise is proactive landscape management with the highest level of customer service in the industry at the best value.

Where did we come from?
Our entire management team and ownership have all worked for the largest companies in our industry, and we feel that Omegascapes has blended the best qualities of a large operation with the benefits of a smaller, family owned business. It is becoming more and more evident that “bigger” isn’t necessarily better in a landscape maintenance company. What really matters is “are you big enough”. Our sister company, Lake Conway Landscaping, specializes in large scale commercial landscape development which is a nice compliment to Omegascapes’ ability to manage those same types of landscapes. With both companies available to you, we have plenty of resources and “muscle” for whatever your needs may be.

ROLLING OAKS CDD
Mission and Vision
What makes Omegascapes different?
The biggest difference is simple: We do what we promise… and we manage ourselves. Seems too simple, right? Well, what we have discovered by listening to prospective clients for the last decade is that this concept is sorely lacking in the industry. To be successful at this puts a lot of responsibility on us, though. It is much easier to over promise to make a sale… and then under deliver while having lots of excuses. I’m sure many of you have experienced this with other contractors. If we deal with the reality of the challenges and create and execute a plan of success based on achievable goals, we now become your partner and not just another contractor. Why? Because we have helped you and your property achieve the curb appeal that everyone said they could provide but didn’t.
Why should you choose Omegascapes?
The short answer is… because you are tired of the empty promises and failed executions. Omegascapes is fully committed to raising the bar in our industry one client at a time, one property at a time. We refuse to under bid a property like many of our competitors do just to close a sale. To properly manage a landscape on any given property takes the man-hours it takes every single visit. No company can magically do this consistently for less hours with a smaller crew at a cheaper price. We will dedicate the staff, equipment, and resources to your property to meet the expectations that were agreed upon. We will offer you proactive solutions, and a plan to get it done, and you won’t have to chase us down and beg us to do it. If we discover that budgets are not ideal, we will offer the best plan possible that focuses on the priority areas first so your team, guests, and residents can see the improvements. Omegascapes will bring the right vision, the right plan, the right resources, and the right management to be successful.

ROLLING OAKS CDD
Our Team

Kevin Carmean
PRESIDENT

Kevin Carmean is owner, and President, of OmegaScapes and Lake Conway Landscaping. He obtained his bachelor’s degree in Business Management from Rochester College, is a Licensed Irrigation Contractor and is FNGLA certified as a Horticultural Professional, Landscape Contractor, and Technician. In his 25+ years in the industry, Kevin has been responsible for well over $250 million in landscape revenue. Prior to starting OmegaScapes and LCL, he worked for one of the world’s largest landscape companies, successfully managing their Orlando branch with over 150 employees and an annual revenue exceeding $30 million. The combination of Kevin’s experience, management style and personality have allowed him to put together and maintain the best team of landscape professionals in the industry.

Fab Monsanto
HR/ ACCOUNTING MANAGER
Jill Lichner
OFFICE MANAGER

Jared Berryman
VP OF OPERATIONS
Chris Arnold
OPERATIONS MANAGER
Derek Ryan
BUS. DEVELOPMENT MANAGER
Shane Bradley
SR. ACCOUNT MANAGER

John Cook
IRRIGATION SUPERVISOR
Juan Hernandez
ACCOUNT MANAGER
Jeff Hummel
ACCOUNT MANAGER
David Viloria
ACCOUNT MANAGER

ROLLING OAKS CDD

Team Highlights

Jared Berryman
VP OF OPERATIONS

Chris Arnold
OPERATIONS MANAGER

Shane Bradley
SR. ACCOUNT MANAGER
Jared Berryman is our VP of Operations with 20+ years of industry experience. Prior to joining LCL Jared worked for one of the world’s largest landscape companies, where he successfully managed Reunion Resort & Club of Orlando and Bella Collina in Montverde. Jared holds Bachelor of Science degree from the University of Florida in Environmental Horticulture, a State of Florida Irrigation Specialty Contractor and Agriculture Best Management Practices certified. He also holds an OSHA 30 certification. As VP of Operations, Jared supports the landscape installation and maintenance management teams. Jared prides himself on attention to detail and this effort shows not only in the standards of our crews, but also our responsiveness and the high quality of our projects.

Chris Arnold is our Operations Manager with 20+ years in the industry. Prior to joining OmegaScapes, Chris worked for one of the nation's largest landscape companies and was responsible for overseeing $5 million in revenue on multiple sites. Chris managed very large projects, including Reunion Resort, Marriott, and Marriott timeshares resorts. Chris holds certifications with FNGLA, and a certification in Best Management Practices. Chris prides himself in leading his crews to provide the best customer satisfaction, attention to detail, and going above and beyond client expectations for the properties.

Shane Bradley is our senior account manager with 20 years of experience. Before joining Omegascapes, Shane worked for one of the nation's largest landscape companies, overseeing large commercial properties and upscale resorts. Shane has a background in lawn and ornamental pest control and fertilization, as well as installing and managing irrigation systems. He has a meticulous eye for detail and provides quality, friendly customer service. You will see him often on property working closely with his crews.

ROLLING OAKS CDD

Our Services
Maintenance
This is the “core” of our service that requires weekly visits with specialized mowing and detail crews. Our teams are dressed professionally, always safety conscious, and committed to the highest standards of quality in the industry.

Irrigation
As licensed irrigation contractors, we specialize in large, complex commercial systems that need a high level of management.

Pest & Weed Control
Certified professionals work to keep weeds and pests away, while being mindful of the health of lakes and waterways.

Enhancements & Projects
From small, routine upgrades to large scope renovations, we have the team, equipment, and expertise to handle all your projects.
ROLLING OAKS CDD

Equipment & Labor

All trucks and trailers are clearly branded with company logo Highly visible safety vest with logo and PPE
Professional appearance
Minimum one crew member fluent in English
Property will be serviced by contract-specified number of crew members, handling all services per agreed cycles on a set schedule
Special attention to high profile areas such as parks, amenities, and entryways. These areas will be inspected more frequently

ROLLING OAKS CDD

Equipment & Labor

Mower sizes selected based on your property's needs and scope Large area mowers used on sprawling properties to add efficiency 2-cycle equipment such as weed-eaters, edgers, and trimmers Backpack and full rig sprayers
Equipment rotated out and replaced every 2-3 years
ROLLING OAKS CDD
Approach & Plan - Mow Map & Detail Map

 Mowing of all areas will be done in one day each mow cycle Sectional detailing in 3-week rotation done in one day each week

ROLLING OAKS CDD

Details of Approach - Primary Crew Labor Schedule

Omegascapes estimates 3,189 landscape maintenance labor hours for the year. We encourage you to ask all contractors how many labor hours they have included in their bids. Landscapers typically do not like to share this information. However, this is the only accurate way to compare landscape proposals. A lower price does not necessarily mean they have included the same level of service that we have. It is our opinion this, or very near this, number of hours is needed each year.

ROLLING OAKS CDD

Details of Approach
Mowing and Detailing

Mowing: During summer weeks, an average of a 3-person mow crew will mow all ponds and common areas in one full work day each week. During winter weeks, we will continue services with a 3-person mow crew every other week. If the mow crew happens to finish early, they will assist the detail crew for the remainder of that day’s service.

Detailing: During summer weeks, an average of a 4-person detail crew will trim, clean up, and spray/pull weeds in one third of the property each week. (see detail map on pg 10). During winter weeks, we will continue with a 4-person detail crew working the same plan each week. This is the time of year to catch up on “cutbacks” of shrubs, trim back grasses, and lightly prune the Crape Myrtles. Detailing of beds in our approach is a 52 week service.

Here are some estimated details of the size and scope of your landscape areas we will service each cycle:

18,500 square feet of Zoysia turf (.42 acres)
106,400 square feet of High Profile Bahia turf (2.45 acres) 406,345 square feet of Bahia Pond turf (9.33 acres)
7,283 linear feet of hard edging along turf (1.4 miles) 8,654 linear feet of soft bed edging along turf (1.64 miles)
58,728 linear feet of blowing along sidewalks, curbs, islands, etc. (11.1 miles)
21,746 linear feet of weed eating along turf areas, pond shores, walls/fences, tree rings, etc (4.12 miles) 226,489 square feet of beds to be trimmed and/or weeds pulled/sprayed (5.12 acres)
75,000 square feet of additional open rock/mulch bed areas and tree rings to pull/spray weeds and clean up debris (1.72 acres)
60,000+ linear feet of sidewalks, curbs, decks, etc. policed for crack weeds (11.36 miles)

We share this information with the goal of helping the Rolling Oaks CDD District to better understand the vast size and scope of the landscape areas serviced. This is the largest area of cost in the scope of work, and cannot be magically done with less resources... regardless how shiny their trucks and brochures are. Properly managed with enough hours in our budget, Omegascapes will consistently meet or exceed the expectations of the Rolling Oaks CDD team.

Omegascapes estimates 3,189 landscape maintenance labor hours for the year. Please ask all contractors how many labor hours they have included in their bids. Landscapers typically do not like to share this information. However, this is the only accurate way to compare landscape proposals. A lower price does not necessarily mean they have included the same level of service that we have. It is our opinion this, or very near this, number of hours is needed each year.
ROLLING OAKS CDD
Details of Approach
Irrigation Inspections
Since a total zone count on property was not provided, we have estimated there are 120 zones in the Rolling Oaks CDD. Using an average inspection rate of 15 min per zone, including drive time, we have proposed one tech for 3 days each month for irrigation inspections. Here is a typical approach we use for irrigation inspections:

Inspect each clock for proper functioning and programming. Check for any errors or faults, investigate as needed. Confirm time of day and programming is accurate as well.
Inspect each well and/or water meter that supplies the irrigation mainlines. Check for any leaks or anything else that seems out of the ordinary.
Turn each zone on. Walk the area and inspect each sprinkler for proper coverage and spray pattern adjustment. Address any that need to be adjusted. You have tens of thousands of them on property.
Clean a "reasonable" amount of clogged heads. Replace filters or nozzles. If there is a significant amount, flag them and come back after inspection to write an estimate for approval.
Flag any broken sprinklers, lateral pipes, leaky valves, bad clocks, etc. Come back after inspection to write an estimate for approval. If there is a preapproved repair budget each month, make repairs and document with photos.
Inspect / clean out any filters that may be part of the main line or valves. We do recommend filters on reclaimed water and well systems because the water is often dirty which clogs nozzles and valves.
Check battery life in any timers or clocks that require them. Replace if needed.
As valves are located, make notes on a map that will become an accurate irrigation map for the entire property over time. Irrigation blueprints supplied to contractor from management would be VERY helpful. Write up a thorough report of your inspection. Document the program scheduling. Make any notes of relevance. Scan this to a digital file at the office to forward to client.
Write up any repair estimates that are needed based on what was discovered during inspection. Scan this to a digital file at the office to forward to client.

As you can see, it is likely that 15 minutes per zone is not enough time to do a thorough inspection on this size of a property. Understanding the budget concerns of the District, we feel this is the bare minimum for a baseline. During our first inspection, we will create a report of actual conditions of the community irrigation and offer solutions. We anticipate many repairs will be needed to streamline and improve the irrigation systems.

Omegascapes estimates 360 irrigation inspection hours for the year including drive time. Please ask all contractors how many labor hours they have included in their bids. Landscapers typically do not like to share this information. However, this is the only accurate way to compare landscape proposals. A lower price does not necessarily mean they have included the same level of service.
ROLLING OAKS CDD

Details of Approach
Fertilization and Pest Control
Throughout the Rolling Oaks CDD, there is an estimaed 6 acres of landscape area to be managed with a proper horticulture program. We have bid to the scope of work in the RFP, including significant cost for 3X per year root drenching and OTC injections of the 86 date palms. This should be considered an insurance policy, and not a guarantee. It is, however, the best defense we have to combat the diseases that are attacking these expensive specimen palms.

Cocoa Brown Mulch
We have included in our proposal an average of 800 cubic yards of Cocoa brown mulch each year. It is difficult to estimate the quantity on this property, and given budget restraints we have erred on the side of caution. It is our opinion the property truly needs approximately 1000 cubic yards per year.
Mulch will be installed by hand from bags, not blown in. It costs a bit more to do it this way, but will be a much cleaner installation. This will also reduce the amount of debris in the adjacent white rock areas.

Annuals
No replacement of annuals are included in our proposal.

Palm Trimming
Per the RFP, we have included trimming for a variety of palms. Here is our count of palm varieties and the frequencies of trimming requested in the RFP:
1X per year: 194 Ribbon Palm, 390 Sabal Palm, 22 Queen Palm, 3 Mule Palm 2X per year: 86 Date Palm, 194 Washingtonia Palm
ROLLING OAKS CDD
Pricing Summary - Rolling Oaks CDD

ROLLING OAKS CDD
Pricing Summary - Rolling Oaks CDD

ROLLING OAKS CDD

Corporate Information
OmegaScapes, Inc.
Physical location:

4954 N. Apopka Vineland Road Orlando, FL 32805

Office: 407-930-6010
www.OmegaScapes.com

Incorporation: Florida - May 2015
FEIN: 47-4138224
License / Certification:
FNGLA Certified Landscape Contractor Irrigation Certification
Lawn and Ornamental Pest Control
Applicable city and county occupational licenses

Insurance:
General Liability $2,000,000 each occurrence Umbrella $4,000,000
Auto $1,000,000
Workers Compensation $1,000,000 (Certificate of Insurance available upon request)

Contact Us:

www.omegascapes.com info@omegascapes.com 407-930-6010

Property Reference

Contact Us:
www.omegascapes.com info@omegascapes.com 407-930-6010

Derek Ryan, Business Development Manager 321.231.3544 Derek@Omegascapes.com

OMEGASCAPES, INC.

Property References
Hilton Grand Vacation Club Sea World

6924 Grand Vacations Way Orlando, FL 32821

Landscape Maintenance, Irrigation Maintenance, Pest and Fertilization, Complete Turf Care, Palm and Tree Pruning, Mulch, Landscape Enhancements

Located opposite SeaWorld, this Orlando timeshare resort is made for families looking to make a splash in the theme-park capital. With our dedicated, full time detail staff of 2-3 crew members all year, Omegascapes keeps the natural beauty of the dense landscaping at resort quality throughout all seasons. Additional support comes from our mow crews, pest control and fertilization crews, irrigation technicians, arbor care and palm trimming crews, and our enhancement crews for specific projects. Our management team is in constant contact with resort staff and management, as well as their landscape consultant. Guest experience and safety when visiting is always top priority.

OmegaScapes, Inc.
OMEGASCAPES, INC.

Property References
USTA National Campus, Lake Nona
USTA National Campus 10000 USTA Blvd.
Orlando, FL 32827

Landscape Maintenance, Irrigation Maintenance, Pest and Fertilization, Burmuda Turf Care, Palm Pruning, Mulch, Landscape Enhancements

Our team of 3 report directly to the USTA National campus and handle all primary landscape maintenance services on the 64 acre site with support from our specialized teams as needed. This property contains just over 3 acres of Bermuda turf requiring twice per week mowings, six acres of Zoysia turf, ten acres of Bahia, and 105k square feet of shrub beds. USTA National Campus requires a diligent plan and strategic approach to meet the very high expectations. Frequent events and large crowds are also a unique challenge when scheduling services for this property. Thankfully, their staff and our team work well together and meet frequently to plan weeks in advance to ensure success.

OMEGASCAPES, INC.

Property References
Storey Park Community, Lake Nona
Storey Park Lake Nona 10914 History Ave.
Orlando, FL 32832
Landscape Maintenance, Irrigation Maintenance, Pest and Fertilization, Entire CDD, HOA, All Models/Inventory Homes, and All Amenities.
Storey Park at Lake Nona is the newest neighborhood in the Lake Nona area. It is a master planned community that is inspired and designed based on five pillars: Community, Nature, Health, Story and Home. The community broke ground in 2015 will eventually feature a multi-functional green space for community and private events, Little Free lending libraries, a town center featuring restaurants and retail, an Eco Tower with dramatic views of the community, pedestrian & bike pathways throughout the community, and multiple parks including Wildflower Parks, Hammock Beach, Marshtackie Park, Community Park, Lake Park and Firefly Park.
Amenity Center at Storey Park in Lake Nona Residents will enjoy all these resort style amenities plus have access to all the shopping, dining, and entertainment in Lake Nona. The Storey Park HOA fees include basic cable, local phone, fiber optic high speed internet, common area maintenance, a future planned clubhouse that will include a resort style pool with splash park, fitness center, tennis court and tot lot. See how Storey Park's amenities compare to other Lake Nona area neighborhood amenities.

OMEGASCAPES, INC.

Property References
Flamingo Crossings
Flamingo Crossing West 13335 Hartzog Rd
Winter Garden, FL 34787

Landscape Maintenance, Irrigation Maintenance, Pest and Fertilization, 75 acres, 22 buildings, all amenities.

Disney College Programs in partnership with American Campus Communities (ACC), the nation’s largest developer of student housing communities, Flamingo Crossings Village West provides participants with spacious apartments and numerous amenities that will offer them a comfortable, safe, and relaxing living environment right next door to the Walt Disney World® Resort. With a 52- week resort level landscape management plan in place, we have the right approach to consistently meet the demands to provide a Disney level of service.

EXHIBIT 3 – EXTRA SERVICES PRICING SUMMARY

Contractor:

Material	Description	Price

Mulch	Price/yard installed for quantities over 100 cubic yards Cocoa Brown	$

Price/yard installed for quantities under 100 cubic yards Cocoa Brown	$

Price per 3 cubic foot bag of Mulch Cocoa Brown	$

Hard Materials	Price per bag for Seminole Chips	$

Price per ton for Seminole Chips	$

Price per ton for 3”-5” River Jack	$

Seasonal Color	Annual flower installed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.

Bed preparation and installation per 4.5” pot	$

Bed preparation and installation per 1 gallon pot	$

Supply and install 8” to 10” hanging basket	$

Assemble 20” to 36” diameter floral pot with centerpiece plant	$

Sod (St. Augustine)	Turf reparation includes removal and disposal of old material and re-grading affected area prior to installation of new sod.

Square foot price for quantities less than 1,000 square feet	$

Square foot price for quantities between 1,000 and 3,000 square feet	$

Square foot price for quantities between 3,000 and 10,000 square feet	$

Square foot for price quantities greater than 10,000 square feet	$

Irrigation	Irrigation services, which fall outside of the contract, will be provided on a per hour basis. Parts will be provided at list, less a discount. Contractor may be required to provide a copy of purchase invoice.

Irrigation Technician per hour	$

Irrigation Laborer per hour	$

PVC parts	List less 	 %
	Non PVC parts	List less 	 %	
	Valves, Clocks and any part over $300.00	List less 	 %	
General Labor	Foreman per hour	$	
	Labor per hour	$	
Arbor Care	Production day (8 hour) Truck, Chipper, 3 man crew	$	
Miscellaneous	Bush hogging per acre @	$	

The per unit cost for installation of various sizes and quantities of plant material is listed below:			

4 inch Groundcover:	
< 50 plants	
$	
	50 - 100 plants	$	
	100 - 250 plants	$	
	> 250 plants	$	
1-gallon Plant Material:	< 50 plants	$	
	50 – 100 plants	$	
	100 – 250 plants	$	
	> 250 plants	$	
3-gallon Plant Material:	< 50 plants	$	
	50 – 100 plants	$	
	100 – 250 plants	$	
	> 250 plants	$	
7-gallon Plant Material:	< 50 plants	$	
	50 – 100 plants	$	
	100 – 250 plants	$	
	> 250 plants	$	
15-gallon Plant Material:	< 25 plants	$	
	25 – 50 plants	$	
	50 – 100 plants	$	
	> 100 plants	$	
30-gallon Plant Material:	< 25 plants	$	
	25 – 50 plants	$	
	> 50 plants	$	
45-gallon Plant Material:	< 25 plants	$	
	25 – 50 plants	$	
	> 50 plants	$	
65-gallon Plant Material:	< 25 plants	$	
	25 – 50 plants	$	
	> 50 plants	$	
AFFIDAVIT OF NON-COLLUSION

STATE OF   Florida	
COUNTY OF	Orange

------De-rek-Ryan-------, do hereby certify that I have not, either directly or indirectly. participated in collusion or proposal rigging. Affiant is a  Sales Manager
in the firm of --- O_m e"-g-'-'a s c a"-pe_s ,_I_n c_.	, and authorized to make this affidavit on behalf of the same. I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.
Dated this _l!b	day of November	,2023.

State of	Florida
County of	Orange

The foregoing instrument was acknowledged before me this 7th day of November  . 2023, by Derek Ryan	, of the  company Omegascapes, Inc. who is personally known to me or who has produced   Florida Driver Ucense	as identification
ACKNOWLEDGMENT OF RECEIPT OF DOCUMENTS AND PROPOSAL SIGNATURE FORM

This Proposal for landscape maintenance services has been submitted on this 7th day of
November	, 2023 by	Omegascapes, Inc.	[company] whose business address is		4954 N Apopka Vineland Rd, Orlando, FL 32818
	,telephone number is	407-930-6010	, and
electronic mail address is derek@omegascapes.com

The undersigned aclmowledges, by the below execution of this proposaL that all information provided herein has been provided in full and that such information is truthful and accurate. Proposer agrees through submission of this Proposal to honor all pricing information sixty (60) days from the date of the Proposal opening, and if awarded the contract on the basis of this Proposal to enter into and execute the services contract in substantially the form included in the proposal documents.

Proposer understands that inclusion of false, deceptive or fraudulent statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Proposer to constitute good cause for denial, suspension or revocation of a proposal for work for the Owners.
Furthermore, the undersigned acknowledges receipt of the following addenda. the provisions of which have been included in this Request for Proposal.

Addendum No. ----1------	dated 	November '6, 2023	

Addendum No. 		dated 		 Addendum No. 	 dated 	 _

Signature by authorized representative of Proposer

County of  Orange

The foregoing instrument was acknowledged before me this 7th day of November . 2023, by	Derek Ryan	, of the company Omegascapes, Inc. who is personally known to me or who has produced		FL Driver License	as identification and who@did not) take an oath.

EXHIBIT 2 - FEE SUMMARY ROLLING OAKS CDD

Contractor: Prince and Sons, Inc.	Property: Rolling Oaks
CDD

Address: 200 South F St
Haines City, FL33844 Phone: (863) 422-5207
Fax:
Contact: Lucas Martin

Address: 219 East Livingston Street
Orlando, FL 32801
Phone: 407-841-5524
Fax:
Contact: Tricia L. Adams
GMS Central Florida
Dates:	through

JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A)	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
12,250	
S147,000	
TURF CARE
(Schedule B)													so	
TREE/ SHRUB CARE
(Schedule C)		
4,200		
4,200		
4,200		
4,200		
4,200		
4,200	
S25,200	
BEDDING PLANTS
(Schedule D)													so	
*BED DRESSING
(Schedule D)
S55perysrd													so	
PALM TRIMMING
(Schedule D)
$45perpslm													
so	
IRRIGATION MAINT.
(Schedule E)	
1,800	
1,800	
1,800	
1,800	
1,800	
1,800	
1,800	
1,800	
1,800	
1,800	
1.800	
1,800	
$21,600	

TOTAL FEE PER MONTH:	
$14,050	
$18,250	
$14,050	
$18,250	
$14,050	
$18,250	
$14,050	
$18,250	
$14,050	
$18,250	
$14,050	
$18,250	
$193,800	

AN AVERAGE OF ALL FIVE YEARS PRIONG IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRIONG -THE INITIAL TERM AND THE FIRST, SECOND, THIRD, AND FOURTH ANNUAL RENEWALS.

TOTAL ANNUALFEE (Schedules A through Eexcept Bed Dressing) FIRST YEAR	 $ TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) SECOND YEAR	$ TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) THIRD YEAR	 $ TOTAL ANNUAL FEE (Schedules A through Eexcept Bed Dressing) FOURTH YEAR	 $ TOTAL ANNUAL FEE (Schedules A through Eexcept Bed Dressing) FIFTH YEAR	 $

•sedding plants and bed dressing are only installed with written permission and
the District may forgo installation and commensurate costs of bedding planst and bed dressing for any length of time;Due to potential variance in estimated quantity for annual mulch installation, this item will be reviewed separately with unit costs and is notincluded with total annual fees.
AFFIDAVIT OF NON-COLLUSION

STATE OF 		 COUNTY OF 	
1LvtA.r	N',.qrt·ir--	_, do hereby ce1:tify that I have not, either directly or indirectly, participated in collusion or prop?_sal rigging. Affiant is a f'Dql'Bjec:
in the firm of Fri·rx.e g()c) )	Inc.	'  and authorized to make this
affidavit on behalf of the same. I understand that I am swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishment for knowingly making a false statement includes fines and/or imprisonment.
Dated this    clay of 	,2023.

Signature by a.u.thorized representative of Proposer

State of  K()\{.{OA
County of POU.t..

The foregoing instrument was acknowledged before me thi,s	

clay   of   (\J
2023, by l u ciA,$ f'oA-1.J,b	, of the <:f?/lJ11r;e 4-3,¥ 1	•	who is,12ersonally_.. known to me or who has produced 			 as identification and who did (did not) take an oath.

 -	6L	
ul'f,Jlve of Notary taking acknowledgment

ACKNOWLEDGMENT OF RECEIPT OF DOCUMENTS AND PROPOSAL SIGNATURE FORM
This Proposal for landscape maintenance services has been submitted on this 7	 day of
Nov<!(rlb?	2	"	•	c	·1 ,	whose business
address is
•••
,	--- Y--- =-------""_=:_; ,		, and

electronic mail address is  Llililr{t fY4yc..EaN  '<»IS1:,NC.CON\

Tbe undersigned acknowledges, by the below execution of.this proposal, that all information provided herein has been provided in full and that such information is truthful and accurate. Proposer agrees through submission of this Proposal to honor all pricing information sixty (60) days from the date of the Proposal opening, and if awarded the contract on the basis of th is Proposal to enter into and execute the services contract in substantially the form included in the proposal documents.

Proposer understands that inclusion of false, deceptive or fraudulent statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Proposer to constitute good cause for denial, suspension or revocation of a proposal for work for the Owners.
v
Furthermore, the undersigned acknowledges receipt of the following addenda, the
provisions of which have been included in this Request for Proposal.

Addendum No.--''--------	dated	/ I /4,/	)
	-
Addendum No. 		dated 	 _ Addendum No. 	 	dated 	 _

Signature by authorized representative of Proposer

County of   ::e_o LJ<.

The foregoing instrument was acknm,vledged before me this --r'J  day of NIJ'{ ,
2023, by LUL14=,_C/1?,of the  llU:: J... ,s 1"µ\,c..	who is oersonallx known to me or who has produced 		 asidentification
and who did (did not) take an oath.

ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT

SAMPLE CONTRACT DOCUMENT FORM

THIS AGREEMENT ("Agreement") is made and enter into effective as of the 		day of
, 2023, between the ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT

(the "District" or "Owner") whose mailing address is, 219 East Livingston Street, Orlando, Florida,
3280 I, and		(hereinafter referred io as "Contractor"), whose address is 	

W IT NESSETH:

Subject to, and upon the terms and conditions of, this Agreement, including the terms of the Request for Proposal (the "Proposal") and Definitions section of this Agreement, and in consideration of the mutual promises set forth herein and other good and valuable consideration, the sufficiency of which is   hereby   acknowledged,   the   District   and   Contractor   agree   as   follows:

DEFINITIONS.

Agreement. The Agreement consists of this Maintenance Services, Agreement, the Scope ofWork, the Fee Summaries, the Service Arca Map, Form of General Release, and the Work Authorization form. The Agreement represents the entire and integrated Agreement between the parties hereto and supersedes all prior negotiations1 representation or agreements, either written or oral. The Agreement may be amended or modified only as set forth below in Article 8.

Services. The term Services as used in this Agreement shall be construed to include all Services set forth in Exhibit I, all obligations of Contractor under this Agreement, including any addenda or special conditions, and where any Work Authorizations have been issued pursuant to Article 8 of this Agreement, the changed services set forth therein.

(b)	Any terms not defined herein shall have the meanings set forth in the
Proposal.

SCOPE OF WORK.

A description of the nature, scope and schedule of services to be performed by Contractor under this Agreement shall be as follows: The services as generally indicated by the documents identified in Exhibit I (atlached hereto and incorporated hcreiu by reference).

The following List of Exhibits, all of which arc attached hereto and incorporated herein, is applicable to the Services:

1.	Exhibit I, Scope of Work
ii.	Exhibit 2, l'ee Summary
Iii.	Exhibit 3, Extra Services Pricing Summary
Exhibit 4, Service Area Map
Exhibit 5, Work Authorization Form
COMMENCEMENT  or SERVICES. Contractor shall commence its Services on
, 2023, upon receipt ofa Notice to Proceed and shall perform the same in accordance with any schedules set forth in these Agreement documents, including but not limited to schedules set forth within the Scope of Work.

DISTRICT MA_N_AGER.

The Owner's authorized representative (herein referred to as the "District Manager") shall be the District Manager of the Owner, which is Governmental Management Services CF, LLC, whose mailing address is 219 East Livingston Street Orlando, PL 3280 I, Attention: Tricia
L. Adams; provided, however, that the Owner may, without liability to the Contractor, unilaterally amend this Article from time to time by designating a different person or organization to act as its representative and so advising the Contractor in writing, a! which time the person or organization so designated shall be the Owner's representative for the purpose of this Agreement.

All actions to be taken by, all approvals, notices, consent, directions and instruction to be given by, all notices and other matters to be delivered to, all determinations and decisions to be made by and, in general, all other action to be taken by, or given to, the Owner shall be taken, given, and made by, or delivered or given to the District Manager in the name of and on behalf of the Owner; provided, however, that the Owner (and no! the District Manager or any other agents of the District) shall be solely obligated to the Contractor for all sums required to be paid by the Owner to the Contractor hereunder.

BASIS POE.COMPENSATION AND PAYMENTS.

Provided that the Contractor shall strictly perform all of its obligations under the Agreement, and subject only to additions and deductions by Work Authorizations as defined in Section S(d), the Owner shall pay to Contractor for its Services as set forth in Article 2, a monthly fee based on the amounts reflected in Exhibit 2, plus additional fees for services rendered in connection with Work Authorizations as defined below.

The Contractor shall on the I 5th day of each calendar month deliver to the Owner an Application for Payment in such form and with such detail as the Owner requires.

Based on the Contractor's Application for Payment, and the approval of the Application for Payment issued by the Owner, the Owner shall make monthly payments to the Contractor on account of the Fixed Fee plus additional fees in connection with Work Authorizations. Such monthly payments shall be made on or before the 30th day of each calendar month or the 30'" day after receipt by the Owner of the Contractor's Application for Payment and of such documentation to verify the amount owned as the Owner may require, whichever is later; provided, however, that the Owner shall have no obligation to make payment as aforesaid if it has withheld approval of any Application for Payment.

Work Authorizations shall mean orders or directives, in the form attached hereto as Exhibit 5, issued by the Owner. Work Authorizations shall be issued for repairs or emergency services, changes to the scope of the area in which services are required, or for any services beyond those set forth in Article 2. Services performed under a Work Authorization may be paid either on a lump sum basis, a unit price basis, or a time and material basis in the Owner's sole discretion, such
amount to be invoiced and paid in accordance with the terms set forth in this article, in accordance with paragraphs b. and c. above. Exhibit 3 provides pricing for additional services ("Extra Services") in the event they are required. Contractor shall not be entitled to compensation for Services outside the scope of Article 2 unless Contractor has obtained prior written authorization of Owner to perform the same.

(f)  Owner retains the right to reduce any portion of Contractor's Scope of Work as set forth in Article 2, or as amended in any Work Authorization. Should this occur, a revised Scope of Work and Fee Summary will be agreed upon in writing by both Owner and Contractor.

REPRESENTATAT!ONS, WARRANTIES AND COVENANTS.

Contractor hereby represents to Owner that: (i) it has the experience, qualifications and skill to perform the Services as set fo1th in this Agreement; (ii)it is duly licensed and permitted to observe and perform the terms, covenants, conditions and other provisions on its part to be observed or performed under this Agreement; (iv) has the necessary equipment, materials and inventory required to perform the Services as set forth in this Agreement; (v) it has by careful examination satisfied itself as to: (a) the nature, location and character of the area in which the Services are to be performed including, without limitation, the surface conditions of the land and all structures and obstructions thereon, both natural and manmade, the surface water conditions of the area, and to the extent pertinent, all other conditions; and (b) all other matters or things which could in any manner affect the performance of the Services.

The Contractor warrants to the Owner that all materials furnished under this Agreement shall be new unless otherwise specified, and that all Services shall be of good quality, free from faults and defects and in conformance with the Agreement Documents.

EMPLOYEES: INDEPENDENT CONTRACTOR STATUS.

All matters pertaining to the employment, supervision, compensation, msurance, promotion and discharge of any employees of Contractor or of entities retained by Contractor are the sole responsibility of Contractor. Contractor shall fully comply with all applicable acts and regulations having to do with workman's compensation, social security, unemployment insurance, hours of labor, wages, working conditions and other employer-employee related subjects. Contractor shall obtain, for each individual Contractor employs on the Owner's premises at any time, a criminal background check performed by an appropriate federal or state agency, or by a professional and licensed private investigator, and shall make, based on the results of such background checks, employment suitability determinations for each employee that are reasonable and customary within the Contractor's industry. Contractor shall maintain copies of said background checks on file so long as the subject individual(s) remains in Contractor's employ, and Contractor shall make all background checks available for Owner's review upon request. Contractor shall enforce strict discipline and good order among its employees on the Owner's premises.

Contractor is an independent contractor and not an employee of the Owner. It is further acknowledged that nothing herein shall be deemed lo create or establish a partnership or joint venture between the Owner and Contractor. Contractor has no authority to enter into any contracts or contracts, whether oral or wrillen, on behalf of the Owner.
COMPLIANCE WITH LAWS, REGULATIONS, RULES AND POLICIES.

At all times, Contractor shall operate in accordance with all applicable laws,
statutes, regulations, rules, ordinances, policies, permits and orders.

Contractor hereby covenants and agrees to comply with all the rules, ordinances and regulations of governmental authorities wherein the Owner's facilities are located, as said rules, etc. may specifically relate to Contractor or its services provided hereunder, at Contractor's sole cost and expense, and Contractor will take such action as may be necessary to comply with any and all notices, orders or other requirements affecting the services described herein as may be issued by any governmental agency having jurisdiction over Contractor, unless specifically instructed by the Owner that it intends to contest such orders or requirements and that Contractor shall not comply with the same. Contractor shall provide immediate notice to the Owner of any such orders or requirements upon receipt of same.

The Owner is a local unit of special purpose government created in accordance with the Uniform Community Development District Act of 1980, Chapter 190, Florida Sta/11/es. Contractor agrees to comply with all applicable requirements of the "Sunshine Law," the "Public Records Law," the Community Development Districts Law, and all other statutes and regulations applicable to Contractor.

WORKPLACE ENVIRONMENT AND PUBLIC SAFETY

Contractor agrees to provide a safe and healthy workplace environment for its employees and agents and a safe and healthy environment for the public at all times. Contractor shall promptly correct any unsafe condition or health hazard in its control and shall immediately report any such condition to the Owner). In addition to all other requirements of this Agreement, Contractor shall comply with all federal, state and local laws and regulations related to health and safety. Further, Contractor acknowledges that all vehicles and equipment must be properly and safely operated and, where applicable, licensed and/or permitted, to operate on public roadways. Contractor acknowledges that it is responsible for public safety issues including but not limited to: proper work methods, use of protective equipment, safe maintenance, traffic control through work zones, and handling and use of
materials, vehicles, and equipment.

The Contractor agrees that it alone bears the responsibility for providing a safe and healthy workplace, and that nothing in this Agreement suggests that the Owner has undertaken or assumed any part of that responsibility.

Contractor will provide employees with training to perform their jobs safely, including instruction in proper work methods, use of protective equipment, and safe maintenance, handling and use of materials, vehicles, and equipment. Contractor will not ask or allow any employee to operate any vehicle or equipment until the employee has received all relevant and advisable training.

Contractor will furnish, at its expense, all safety and protective equipment required or advisable for the protection of employees.

PUBLIC RECORDS AND OWNERSHIP OF BOOKS AND RECORDS.
Contractor acknowledges and understands that the Owner is a local unit of special purpose government and as a unit of government is subject to certain requirements under Chapter 119 and Chapter 289, Florida Statutes. Any books, documents, records, correspondence or other information kept or obtained by the Owner or furnished by the Owner to Contractor in connection with the services contemplated herein and/or Owner's facilities and any related records are property of the Owner. Contractor agrees and acknowledges that any and all such books, documents, records, correspondence or other information may be public records under Chapter 119, Florida Statutes. Contractor agrees and acknowledges that any and all such books, documents, records, correspondence or other information arc subject to inspection and copying by members of the public pursuant to Chapter 119, Florida Statutes. If Contractor does not comply with a public records request as required by law, that failure to comply shall be considered a default under the Proposal and the Owner may seek to enforce the Proposal accordingly.

Contractor shall keep and maintain public records that ordinarily and necessarily would be required by the Owner in order to perform the Services. Contractor shall provide the public with access to public records on the same terms and conditions that the Owner would provide the records, and a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. Contractor shall ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. Contractor shall meet all requirements for maintaining public records and transfer, at no cost, to the Owner all public records in Contractor's possession upon termination of this Proposal and shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements, provided that Contractor shall be entitled to retain copies of any records it deems necessary to comply with IRS, Florida Department of Revenue and any other regulatory agencies or necessary for Contractor's defense of any claims by Owner or any third party resulting from Contractor's performance under this Proposal. All records stored electronically shall be provided to the Owner in a format that is compatible with the information technology systems of the Owner so long as Contractor does not incur unreasonable cost or expense in doing so.

INSURANCE.

Contractor shall, throughout the performance of its services pursuant to this
Agreement, maintain at a minimum:

Occurrence basis comprehensive general liability insurance (including broad form contractual coverage) and automobile liability insurance, with minimum limits of
$2,000,000 and $2,000,000, respectively, combined single limit per occurrence, protecting it and Owner from claims for bodily injury (including death) and property damage which may arise from or in connection with the performance of Contractor's services under this Agreement or from or out of any act or omission of Contractor, its officers, directors, agents, and employees; and

Workers' compensation insurance as required by applicable law (or employer's liability insurance with respect to any employee not covered by workers' compensation) with  minimum  limits  of  One  Hundred  Thousand  Dollars  ($100,000)  per  occurrence.

Employers liability, with a minimum coverage level of $1,000,000.
forms acceptable to Owner and shall provide that the coverage thereunder may not be reduced or canceled unless thirty (30) days prior written notice thereof is furnished to Owner; the insurance required under paragraph \ l(a)(i) shall name the Owner as an additional insured. Certificates of insurance (and copies of all policies, if required by the Owner) shall be furnished to the Owner. In the event of any cancellation or reduction of coverage, Contractor shall obtain substitute coverage as required under this Agreement, without any lapse of coverage to Owner whatsoever.

SOVEREIGN IMMUNITY. Nothing contained herein, or in the Agreement, or in the Terms and Conditions, shall cause or be construed as a waiver of the Owner1s immunity or limitations on liability granted pursuant to section 768.28, Florida Statutes, or other law, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which could otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

INDEMNIFICATION. Contractor agrees to indemnify, save harmless and defend the Owner, its officers, directors, board members, employees, agents and assigns, from and against any and all liabilities, claims, penalties, forfeitures, suits, legal or administrative proceedings, demands, fines, punitive damages, losses, liabilities and interests, and any and all costs and expenses incident thereto (including costs of defense, settlement and reasonable attorneys' fees, which shall include fees incurred in any administrative, judicial or appellate proceeding) which the Owner, their officers, directors, board members, employees, agents and assigns, may hereafter incur, become responsible for or pay out to the extent arising out of (i) Contractor's breach of any term or provision of this Agreement, or (ii) any negligent or intentional act or omission of Contractor, its agents, employees or sub-contractors, related to or in the performance of this Agreement.

MODIFICATIONS, ADDITIONS OR DELETIONS TO THE SERVICES_.

A Work Authorization shall be in writing by the Owner, in the form and manner attached to this Agreement as Exhibit 5, which shall consist of additions, deletions or other modifications to the Agreement.

The Owner may, from time to time, without affecting the validity of the Agreement, or any term or condition thereof; issue Work Authorizations which may identify additional or revised Scope of Services, or other written instructions and orders, which shal I be governed by the provisions of the Agreement. The Contractor shall comply with all such orders and instructions issued by the Owner. Upon receipt of any Work Authorization, the Contractor shall promptly proceed with the work, and the resultant decrease or increase in the amount to be paid the Contractor, if any, shall be governed by the provisions of Article 5 in this Agreement.
j'ROTECTION or PERSONS AND PROPERTY; MONITORING.
In addition to all other requirements hereunder, the Contractor shall be responsible for initiating, maintaining and supervising safety precautions and programs in connection with the Services, and shall provide all protection to prevent injury to persons involved in any way in the Services and all other persons, including, without limitation, the employees, agents guests, visitors, invitees and licensees of the Owner and community residents, tenants, and the general public that may be affected thereby.
anyone directly or indirectly employed by any of them, and all applicable equipment, machinery, materials, tools and like items used in the Services, shall be in compliance with, and conform to: (i) all applicable laws, ordinances, rules, regulations and orders of any public, quasi-public or other governmental authority; and (ii) all codes, rules, regulations and requirements of the Owner and its insurance carriers relating thereto. in the event of conflicting requirements, the more stringent shall
govern.

The Contractor shall at all times keep the general area in which the Services are to be performed, including but not limited to sidewalks, roadways, trails, rights-of-way, open spaces, and all such areas impacted by the Services, clean and free from accumulation of waste materials or rubbish (including, without limitation, hazardous waste), caused by performance of the Services, and shall continuously throughout performance of the Services, remove and dispose of all such materials. The Owner may require the Contractor to co111ply with such standards, means and methods of cleanup, removal or disposal as the Owner may make known to the Contractor. In the event the Contractor fails to keep the general area in which the Services arc to' be performed clean and free from such waste or rubbish, or to comply with such stanclards, means ind methods, the Owner may take such action and offset any and all costs or expenses of whatever nature paid or incurred by the Owner in unde1taking such action against any sums then or thereafter due to the Contractor.

Contractor shall cooperate with and participate in, at no additional cost or charge, all programs, plans or routines for monitoring and reporting to Owner, as required in the sole discretion of the Owner, to ensure satisfactory performance of the Services provided hereunder.

SUSPENSION OR TERMINATION.
,
Anything in this Agree111ent to the contrary notwithstanding, Owner shall, in its sole discretion and without cause, have the right to suspend or terminate this Agreement upon thirty
(30) days prior written notice to Contractor. In the event of termination, Owner's sole obligation and liability to Contractor, if any, shall be to pay to Contractor that portion of the fee earned by it, plus any earned amounts for Extra Services performed pursuant lo Articles 5, through the date oftenniuation.

If the Contractor should become insolvent, file any bankruptcy proceedings, make a general assignment for the benefit of creditors, suffer or allow appointment of a receiver, refuse, fail or be unable to make prompt payment to Subcontractors, disregard applicable laws, ordinances, governmental orders or regulations or the instructions of the Owner, or if the Contractor should otherwise be guilty ofa violation of, or in default under, any provisions of the Agreement, then the Owner may, without prejudice to any other right or remedy available to the Owner and after giving the Contractor and its surety, if any, seven (7) days written notice, terminate the Contract and the employment of Contractor. In addition, without terminating this Contract as a whole, the Owner may, under any of the circumstances above, terminate any portion of this Contract (by reducing, in such as manner as Owner deems appropriate, the Scope of Service to be performed by the Contractor) and complete the portion of this Contract so terminated in such manner as the Owner may deem expedient.

SUBCONTRACTORS. If the Contractor desires to employ Subcontractors in connection with the performance of its Services under this Agreement:

Nothing contained in the Agreement shall create any contractual relationship between the Owner and any Subcontractor. However, it is acknowledged that the Owner is an intended
third-party beneficiary of the obligations of the Subcontractors related to the Services.

Contractor shall coordinate the services of any Subcontractors, and remain fully responsible under the terms of this Agreement; Contractor shall be and remain responsible for the quality, timeliness and coordinate of all Services furnished by the Contractor or its Subcontractors.

All subcontracts shall be written. Each subcontract shall contain a reference to this Agreement and shall incorporate the terms and condition of this Agreement to the full extent applicable to the portion of the Services covered thereby. Each Subcontractor must agree, for the benefit of the Owner, to be bound by such terms and conditions to the full extent applicable to its portion of the Services.

TERM. Owner desires to employ the services of Contractor to perform the herein described services for a period beginning on the date as described in Article 3, and ending on
		,--·-·' 20  (the "Initial Termination Date"). Thereafter, Owner has the option of renewing the contract for a period of not to exceed two (2) years by submitting written notice that Owner said option to Contractor on or before the Initial Termination Date.

NOTICE.

Notices required or permitted to be given under this Agreement shall be in writing, may be delivered personally or by mail, overnight delivery service, or courier service, and shall be given when received by the addressee. Notices shall be addressed as follows:

Ifto Owner:

If to Contractor:
ROLLING OAKS COMMUNITY DEVELOPMENT DISTRICT
219 East Livingston Street Orlando, FL 3280 I
ATTN: Tricia L. Adams, District Manager

PRINCE AND SONS, INC.
		 :SQQ SOUTH F ST. HAINES CITY, FL.J.)844 

Notwithstanding the foregoing, any notice sent to the last designated address of the party to whom a notice may be or is required to be delivered under this Agreement shall not be deemed ineffective if actual delivery cannot be made due to a change of address of the party to whom the notice is directed or the failure or refusal of such party to accept delivery of the notice. Parties may change notice address by delivering written notice by mail, overnight delivety service, or courier service to the other party and such change shall become effective when received by the addressee.

ATTORNEYS' FEES. If either party hereto institutes an action or proceeding for a declaration of the rights of the parties the Agreement, for injunctive relict; for an alleged breach or default of, or any other action arising out of, the Agreement, or in the event any party hereto is in default of its obligations pursuant hereto, whether or not suit is filed or prosecuted to final judgment, the non-defaulting or prevailing party shall be entitled to its actual attorneys' fees and to any court costs and expenses incurred, in addition to any other damages or relief awarded.

GOVERNlNG LAW AND JURlSDJCTION. This Agreement shall be interpreted and enforced under the laws of the State of Florida. The parties will comply with the terms of the Agreement only to the extent they are enforceable or permitted under Florida law. Any litigation arising under this Agreement shall occur in a court having jurisdiction in Osceola County, l'lorida. THE PARTIES WAIVE TRIAL BY JURY AND AGREE TO SUBMIT TO PERSONAL JURISDICTION AND VENUE IN OSCEOLA COUNTY, FLORIDA.

SEVERABILITY. In the event that any provision of this Agreement is judicially construed to be invalid by a court of competent jurisdiction, such provision shall then be construed in a manner allowing its validity, or if this leads to an impracticable result, shall be stricken, but in either event, all other provisions of the Agreement shall remain in full force and effect.

NO WAIVER. No failure by either party to insist upon the strict performance of any covenant, duty, contract or condition of this Agreement or to exercise any right or remedy upon a breach thereof shall constitute a waiver of any such breach or of such or any other covenant, contract, term or condition. Any party hereto, by written notice executed by such party, may, but shall be under no obligation to, waive any of its rights or any conditions to its obligations hereunder, or any duty, obligation, or covenant of any other party hereto. No waiver shall affect or alter this Agreement, but each and every covenant, contract, term and condition of this Agreement shall continue in full force and effect with respect to any other then-existing or subsequent breach thereof.

NO MODIFICATION. No modification, waiver, amendment, discharge or change of this Agreement shall be valid unless the same is in writing and signed by the parties against which such enforcement is or may be sought. This instrument contains the entire contract made between the parties and may not be modified orally or in any manner other than by an contract in writing signed by all parties hereto or their respective successors in interest.

TIME IS OF TI-IE ESSENCE. The time for delivery and/or completion of the work to be performed under the Agreement shall be of the essence of the Agreement.

ARM'S LENGTH TRANSACTION. This Agreement has been negotiated fully between the parties as an arm's length transaction. In addition to the representations and ,varranties contained herein, the Contractor acknowledges that prior to the execution of the Agreement it has thoroughly reviewed and inspected the Agreement documents, and satisfied itself regarding any error, inconsistency, discrepancy, ambiguity, omission, insufficiency of detail or explanation. Contractor further acknowledges that the parties have participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, all Parties are deemed to have drafted, chosen and selected the language, and doubtful language will not be interpreted or construed against any Pmty.
COUNTERPARTS. This Agreement may be executed in any number of counterparts with the same effect as if all parties had signed the same document. All fully executed counterparts shall be construed together and shall constitute one and the same contract.

COMPLIANCE WITHE-VERIFY SYSTJ:;M
The Contractor shall comply with and perform all applicable provisions and requirements of Section 448.095, Florida Statutes and Section 448.09( 1 ), Florida Statues. Accordingly, beginning on the Effective Date, to the extent required by Section 448.095, Florida Statutes, the Contractor shall enroll with and use the United States Department of Homeland Security's E-Verify system to verify the work authorization status of all newly hired employees. The District may terminate this Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes.

If the Contractor ant1c1pates entering into agreements with a subcontractor for the work, Contractor will not enter into the subcontractor agreement without first receiving an affidavit from the subcontractor regarding compliance with Section 448.095, Florida Statutes, and stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. Contractor shall maintain a copy of such affidavit for the duration of the agreement and provide a copy to the District upon request. In the event that the District has a good faith belief that a subcontractor has knowingly violated Section 448.095, Florida Statutes, but the Contractor has otherwise complied with its obligations hereunder, the District shall promptly notify the Contractor. The Contractor agrees to immediately terminate the agreement with the subcontractor upon notice from the District. Further, absent such notification from the District,

the Contractor or any subcontractor who has a good faith belief that a person or entity with which it is contracting has knowingly violated Section 448.09(1), Florida Statutes, shall promptly terminate its agreement with such person or entity.
(a) By entering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.

1N WITNESS WHEREOF, the parties have caused this Agreement to be duly executed affective as of the day and year first above written.

CONTRACTOR:

fa
Print: Lucas Martin Title:	Vice President Date:		11/7/2023
OWNER:
ROLLING	OAKS		COMMUNITY DEVELOPMENT	DISTRICT,	a
Florida community development District

Print:			 _ Title:	 _ Date:		 _
EXHIBIT 1 -SCOPE OF WORK

The work for the exterior landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories and services necessary or incidental to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract.

SCHEDULE "A" - GENERAL SERVICES

Turf Maintenance

Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. Twf maintenance operations are to be completed the same day they are begun. High traffic and high profile areas such as the primary entrances, clubhouse and pool areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation (or as approved by COO representative if maintenance activities will take place during normal business hours). In the event it becomes necessary to make a change in the mowing schedule for any reason, a COO representative must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas.

Bahia turf shall be mowed weekly during the growing season from March 15th through October 15th and bi-weekly during the non-growing season from October 15th through March 15th. Based on this schedule, it is estimated that the contractor will perform a minimum of 40 and a maximum of 42 mowing cycles per 12-month period in the performance of this contract. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of a COD representative. Should the number of mowing cycles fall below 40 in any contract year during the term of this agreement, the contractor will reduce the next month's billing by the amount per cycle for each cycle missed. COD will pay contractor the per cycle amount for each mowing cycle in excess of 42 per contract year when a COD representative requests additional mowing cycles. This will be invoiced at the contracted price per cycle in the month following the end of the contract period. Bahia turf in power line easements will be mowed eight (8) times per year.

Bahia turf shall be cut with rotary mowers to maintain a uniform height. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.

Mowing height for Bahia turf will be set at 3½" to 4". At no time will mowing height be reduced so that more than 113 of the grass blade is removed at any cutting.

Zoysia turf shall be mowed based on 40 to 42 mowing cycles per 12-month period in the performance of this contract. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the owner or owner's representative.

Zoysia turf shall be cut with a reel or rotary mower to maintain a uniform height. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.
Mowing height for Zoysia turf will be set at 2-3". At no time will mowing height be reduced so that more than 1/3 of the grass blade is removed at any cutting.

	Contractor shall complete a minimum of two passes along all waterways with a 50" or 60" mower discharging clippings away from the water.

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

Contractor will take special care to prevent damage to plant material as a result of the mowing operations. Any damage caused by contractor's mowing equipment may result in the replacement of damaged material at the contractor's cost. Determination as to replacement will be at the sole discretion of a COD representative. Replacement material will be of similar size to the material being replaced.
Aeration/Overseeding

Bermuda turf will be aerated four (4) times per year in the months of February, May, August and November. Aeration is to be performed utilizing a core aerator and dragging the turf upon completion.

Bermuda turf will be top dressed immediately after two (2) aerations with 3/16" of USGA approved sand as specified in schedule. (May and November)

Edging

Sidewalks, curbs, concrete slabs and other paved surfaces will be edged in conjunction with mowing operations. Edging is defined as removal of unwanted turf from the above mentioned borders by use of a mechanical edger. String trimmers will not be used for this function

String Trimming

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

Under no circumstance will it be an acceptable practice to string trim bed edges or small areas that may be cut utilizing a push type walk behind mower.

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

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

Damage caused by string trimming to the base of tree and palms is unacceptable and Contractor shall replace trees or palms at their cost that succumb to pests or fungus that enter through damaged bark base of said trees.

Blowing

When using forced air machinery to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces.

Damage Prevention/Repair

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

Detail
Detailing of planted areas will be performed weekly in a sectional method. The contractor will completely detail the entire property once every three weeks. High traffic and focal areas and as such will be included in each detail to provide weekly attention. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree saucers and the removal of all unwanted vegetation.

Pruning
	Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant. Provide remedial attention and repair to plant material as appropriate to season or in response to incidental damage.

Only Contractor's staff that have been trained and demonstrate competency in proper pruning techniques shall perform pruning. Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by a COO representative.

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

Provide clearance for pedestrians, vehicles, mow_ers and buildings.
Maintain clearance from 'l> rubs in bed areas.
Improve visibility in parking lots and around entries.

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

	Prune all shrubbery in accordance with the architectural intent as it relates to adjacent plantings and intended function.

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

	Structural pruning will be required for several varieties of plants bi-annually, annually or semi-annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. Following this schedule, all structural pruning should be completed within a six week cycle each time it is performed. Ornamental Grasses are to be haystack cut one time per year.

	Crape Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12" away from previous year's cuts. "Hat Racking" will not be permitted unless directed otherwise by a COD representative.

Pruning of all palms less than 12' CT in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods and any loose boots.

Edging

Edging is defined as removal of unwanted vegetation along beds and tree saucers.
Edges are to be perpendicular to the ground.

Only mechanical edgers will be used for this function. Use of string trimmers or chemicals will not be allowed.

	Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

Weed Control

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

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required for complete removal.

General

Policing

	Contractor will police the grounds daily or on each service visit to remove trash, debris and fallen tree litter less than 2" in diameter. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval at the labor rates specified in "Exhibit - 3 Extra Services Pricing Summary".
Contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

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

Contractor wi!I provide maintenance of traffic during maintenance of roadway areas
such as placing traffic cones, redirecting or guiding the flow of traffic.

Communication

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

Communication is of the utmost importance. Contractor will provide a weekly written report in a form approved by a CDD representative which details all aspects of the previous week's maintenance activities.

Contractor will provide a Monthly Service Calendar for the upcoming period and a copy of the preceding month's Irrigation Maintenance report and Lawn and Ornamental report. A copy of these documents should be submitted to a CDD representative by the 5th of each month electronically or via U.S. mail.

Contractor agrees to take part in monthly inspections of the property to insure their performance of this agreement meets the standards required herein and protects the overall well being of the property's landscape. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for a minimum of the pre inspection meeting.

3	Staffing

The Contractor shall have a well-experienced Foreman/Supervisor on site at all times with the crew. This person should have extensive knowledge of horticultural practices and be capable of properly supervising others. He/she and other supervisors should be in a certain type of uniform that distinguishes them from the crew. The Foreman/Supervisor should communicate daily with the property's manager and submit a report of the crew's accomplishments at the end of each week to Management. In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of a CDD representative prior to any such change. This will assure Management that maintenance personnel remain familiar with the maintenance specifications, the site and any changing conditions.

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

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

Contractor agrees to screen all crew members for criminal background, advise
Management and not employ persons for this Contract that have been convicted of or
pied guilty to a felony crime or misdemeanor to which Management objects. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an 1-9 and other required documents on each employee. Contractor is expected to staff the property with adequately trained personnel, five days per week, Monday through Friday. Holidays observed that do not require staffing include New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day. Normal working hours are from 7:00 AM until 5:00 PM. No power equipment operating near homes before 9:00 AM. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 4 PM on an as needed basis. Management approval is required.

SCHEDULE "B" - TURF CARE PROGRAM - BAHIA (If included, see Exhibit 2 Fee Summary)

Application Schedule

Month

March:

June: October:
Application

Complete liquid 18-0-8 N-P-K fertilizer and broadleaf weed control to
include blanket pre-emergent herbicide application. Chelated Iron application and Mole Cricket control.
Complete liquid 18-0-8 N-P-K fertilizer and broadleafweed control to
include blanket pre-emergent herbicide application.

Application Requirements

Fertilization

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

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

A 15' minimum ring of responsibility will be maintained along or around al! waterways
where no product of any kind will be applied.

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

The irrigation system will be fully operational prior to any fertilizer application.
Soils shall be tested at a reliable testing facility twice per year to monitor for PH and chemical makeup. The results will be provided to management along with the contractor's recommendation as to any changes in the turt care program based on these results.

Insect/Disease Control

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

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

Weed Control

Weed control will be limited to the broadleaf variety under this program.

	Contractor shall alert management of outbreaks of Sedge, invasive Bermuda, or Crabgrass. Failure to do so will make the contractor liable for resulting turf loss.

Warranty

No warranty is provided for Bahia turt.

SCHEDULE "B" - TURF CARE PROGRAM -ZOYSIA

Application Schedule - Zoysia

Month January: February: March:

April:

May:

June:

July:

August:

September:

October:

November:
/1,QQ_lication

1PM spot treatment for weeds as necessary and inspecUtreat fungal activity. Pre-emergent herbicide/spot treatment for weeds and fungal activity.
Fertilization (granular 20-0-10) with 1lb N to 1lb K, 50% slow release w/minors.
Spot treat weeds and treat fungal and insect activity as necessary.

Fertilization with .5Ib N, with Iron, post emergent weed control, insect/disease
control as necessary.

Fertilization with .5Ib N, with Iron, post emergent weed control, insect/disease
control as necessary.

Fertilization (granular 20-0-10) with .5Ib N, slow release w/minors.
Insect/weed/disease control as necessary.

Liquid fertilization with .5Ib N w/ Iron. Insect/weed/disease control as
necessary.

Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, IPM-spot treat
weeds as necessary, inspect/treat fungal activity.

Fertilization with 14-0-40 or similar. Weed/insect/disease control as
necessary.

Liquid Fertilization with .25Ib N, with Iron, post emergent weed control,
insect/disease control as necessary.

Blanket pre-emergent herbicide, w/Liquid Iron. Spot treat weeds and inspect/treat fungal activity.
December:	Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, !PM-spot treat weeds as necessary, inspecl/treat fungal activity.

Application Requirements

Fertilization

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

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

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

Soils shall be tested at a reliable testing facility twice per year to monitor for pH and chemical makeup. The results will be provided to management along with the contractor's recommendation as to any changes in the turf care program based on
these results.

lnsecl/Disease Control

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

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

Weed Control

Weed control will not be limited to only the broadleaf variety under this program.

Contractor shall alert management of outbreaks of Sedge, invasive Bermuda, or Crabgrass. Failure to do so will make the contractor liable for resulting turf loss.

Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes high traffic areas, drainage problems, or acts of God.
Application Requirements

Fertilization

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

All hardscape surfaces are to be blown off immediately following a fertilizer application
to prevent staining.

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

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

	Soils shall be tested at a reliable testing facility twice per year to monitor for pH and chemical make up. The results will be provided to management along with the contractor's recommendation as to any changes in the tutf care program based on these results.

lnsecUDisease Control

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

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

TopChoice will be applied in early May for insect control.

Weed Control
Sedge and Crabgrass control are included as a part of this program.

Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, high traffic areas, drainage problems, or acts of God. In the event these conditions are pre-existing, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.

SCHEDULE "C" -TREE/SHRUB CARE PROGRAM (lfinclcded, see Exhibit2 Fee s,mmary)

Application Schedule

Month February: March/April: May/June: July/August: October: December:
Application

Spring granular fertilization and insecl/disease control as needed lnsecl/disease control/fertilization as needed
lnsecl/disease control. Fertilization as needed.

Minor nutrient blend with insect/disease control

Fall granular fertilization and insecl/disease control as needed

Insect/disease control/fertilization as needed
Application Requirements

Fertilization

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

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

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

A 15' minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

This program covers al! fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35'. All native trees or transplanted trees over 35' in overall height will require special consideration and are therefore excluded from this program.
There will be a deep root feeding on an as needed basis to establish newly planted trees.

Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to "clump)) fertilizer neither at the base nor in the crown of plants.

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

Soils shall be tested at a reliable testing facility once per year to monitor for pH, Nematodes, Take All Root Rot and chemical make-up. The results will be provided to management along with the contractor's recommendation as to any changes in the Tree/Shrub care program based on these results.

Insect/Disease Control

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

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

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

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

Contractor will provide a copy of the license for the Certified Operator in charge of chemical applications for this property.

Specialty Palms

	Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and root/bud drench for potential disease and infestation along with OTC injections three (3) times per year.

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

Warranty

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

SCHEDULE "D" - SPECIAL SERVICES {If included, see Schedule "D" Fee Summary)
Note: All Special Services work is to be performed by supplemental crews
Bedding Plants	30
The nature and purpose of "Flower Beds" is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

All flower beds on the property will be changed out four (4) times per year during the months of January, April, July and October.

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

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

Contractor will obtain prior approval of plant selection from a or COD representative before installation. No seasonal flowers should be installed without written approval from a COD representative. The COD reserves the right to forgo seasonal flowers and commensurate billing for whatever time period deemed necessary by the COD representative.

Installation

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

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

All beds will be cleaned and hand or machine cultivated to a depth of 6" prior to the installation of new plants.
Create a 2" trench where the edge of the bed is adjacent to turf or hardscape.

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

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

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

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

Maintenance
Flower beds and urns unique to Rolling Oaks CDD/Margaritaville will be reviewed daily or at each service visit for the following:

Removal of all litter and debris.
Beds are to remain weed - free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.

Seed heads are to be removed from plants as soon as they appear. "Pinching" of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent "pinching" will result in healthier, more compact plants.
	Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly.
Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor's expense.

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

Bed Dressing

Schedule
Bed dressing will be replenished in all bed areas according to the month indicated on the Exhibit 2 Fee Summary.

Application will be completed within a three week time period.

Installation
Prior to application, areas will be prepared by removing all foreign debris and accumulated mulch material and establishing a defined, uniform edge to all bed and tree rings as well as a 1" to 2" deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place.

Bed dressing should be installed in weed free beds that have been properly edged and prepared.
Bed Dressing should be installed to maintain a 2" thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by a COD representative.

If mulch becomes infested with green algae then mulch areas compromised
shall be replaced entirely.

	No bed dressing should be installed without written approval from a COD representative. The COD reserves the right to increase or decrease quantities based on site conditions or to altogether forgo bed dressing (and commensurate billing) for whatever time period deemed necessary by the COD representative.

A summary of shipping tickets or invoices for products or subcontract services
will be submitted prior to requesting payment for this work.

Palm Trimming

Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date, etc.) in excess of 12' CT will be trimmed two times per year in June and December. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process.

All palms less than 12' CT will be trimmed as needed by the detail crew during the regular
detail rotation as outlined in General Services.

	Washingtonia palms in excess of 12' CT will be trimmed two times per year in the months of February and August.

	All palms other than Washingtonia, in excess 12' CT will be trimmed once per year in the month of August.
Trimming shall include removal of all dead fronds, loose boots and seed stalks.

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

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

SCHEDULE "E" - IRRIGATION MAINTENANCE (If included, see Schedule "E" Fee Summary)

Frequency of Service
Contractor will perform the following itemized services under "Specifications" on a monthly basis completing 25% of the inspection each week.

The irrigation inspection will be performed during the same week(s) each month.

Specifications
Activate each zone of the system.

Visually check for any damaged heads or heads needing repair.

Visually check all landscape areas irrigated with drip lines to ensure proper water flow and pressure.
Clean filters located at each zone valve monthly if applicable.

Clean, straighten or adjust any heads not functioning properly.

Straighten, re-attach to bracing and touch up paint on riser heads as needed.

Report any valve or valve box that may be damaged in any way.

Leave areas in which repairs or adjustments are made free of debris.

	Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors.

Contractor will provide a written report of the findings by zone.

Qualifying Statements

Repairs
Repairs that become necessary and that are over and above the routine maintenance contract will be done on a time and material basis at the rates as outlined in "Exhibit 3
- Extra Services Pricing Summary".

	Request for authorization must be submitted to a COD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by a COD representative prior to initiating any work.

Service Calls

Service Calls required between scheduled visits will be billed on a time and material basis at the rates as outlined in "Exhibit 3 - Extra Services Pricing Summary".

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

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

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

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

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

	Contractor shall not be held responsible for damage to the landscape caused by mandatory water restrictions placed on the property by the governing water management district.
Contractor will visually inspect irrigation system weekly while performing routine
maintenance.

Contractor will provide a 24 hour "Emergency" number for irrigation repairs.

EXHIBIT 2 - FEE SUMMARIES

EXHIBIT 3 - EXTRA SERVICES PRICING SUMMARY

Contractor:

Material

Mulch
Description	Price
Price/yard installed for quantities over 100 cubic yards Cocoa Brown	1 55
Price/yard installed for quantities under I00 cubic yards Cocoa Brown Price per 3 cubic fool bag of Mulch Cocoa Brown

$_ 60

$_ 5.34

Hard Materials

Price per bag for Seminole Chips Price per ton for Seminole Chips Price per ton for 3"-5" River Jack
$. 8

.$. 323

$. 162/ yrd
Seasonal Color
Annual flower installed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.
Bed preparation and installation per 4.5" pot Bed preparation and installation per I gallon pot Supply and install 8" to IO" hanging basket
Assemble 20" to 36" diameter floral pot with centerpiece plant

,$_ 2.55

$_ 5.63

.$.
.$.

Sod (St. Augustine)
Twf reparation includes re111oval and diJposal of old 111aterial and re-grading affected area prior lo instal/a/ion of new sod.

Square foot price for quantities less than 1,000 square feet

Square foot price for quantities between 1,000 and 3,000 square reel Square foot price for quantities between 3,000 and L0,000 square feet

.$.1.50

.$. 1.30

$_ 1.10
Square foot for price quantities greater than 10,000 square feet	$_

Irrigation	Irrigation se,vices, which fall outside of the contract, will be provided on a per hour basis. Parts will be provided al list, less a discount. Contractor may be required
to provide a copy of purchase invoice.

Irrigation Technician per hour Irrigation Laborer per hour PVC parts
$_ 55

$_ 45

List less 10 %

General Labor

Arbor Care Miscellaneous
Non PVC parts

Vu!ves, Clocks nnd any purl over $300.00 Foreman per hour
Labor per hour

Production duy (8 hour) Truck, Chipper, 3 man crew Bush hogging per acre@
List less 1Q_ %

List less iO %

J; 40

$_ 35

J; 1,500

J; 65
The per unit cost for inst:illation of various sizes and quantities ufplanl material is listed below:

4 inch Groundcovcr:	< 50 plants	J;	4.13	
	50 - I 00 plants	J;_	4.13	
	I 00 - 250 plants	J;_	4.13	
	> 250 plants	J;	4.13	
I -gallon Plant Material:	< 50 plants	X.	4.13	
	50 - I 00 plants	J;	4.13	
	I 00 - 250 plants	Ji	4.13	
	> 250 plants	J;	4.13	
3-gallon Plant Material:	< 50 plants	,$,	12.38	
	50 -- I 00 plants	J;	12.38	
	I 00 -- 250 plants	J;	12.38	
	> 250 plants	,$_	12.38	
7-gallon Plant Material:	< 50 plants	J;	44	
	50  100 plants	J;	44	
	100- 250 plants	J;	
44	
	> 250 plants	J;	44	
i 5-ga!lon Plant Material:	< 25 plants	J;	151.25	
	25 - 50 plants	J;	151.25	
	50 - I 00 plants	J;	151.25	

	> I 00 plants	J;_	300	
30-gallon Plant Material:	< 25 plants	J,	
300	
	25 - 50 plants	J,	300	
	> 50 plants	J,	300	
45-ga!lon Plant Material:	< 25 plants	l,	618.75	
	25 - 50 plants	J,	618.75	
	> 50 plants	Ji	618.75	

65-ga!lon Plant Material:	< 25 plants	,t	
893.75	
	25 - 50 plants	Ji	893.75	
	> SO plants	Ji	
893.75	

EXHIBIT 4 - SERVICE AREA MAPS

Uniting partners through exceptional
landscape services

Rolling Oaks Community Development District
EXHIBIT 2 - FEE SUMMARY ROLLING OAKS CDD

Contractor: United Land Services

Property: Rolling Oaks CDD
Address: 6386 Beth Road Orlando, Florida 32824	Address:  219 East Livingston Street
Orlando, FL 32801
Phone 407-230-0117:	Phone: 407-841-5524
Fax:
Contact:Jena Rodgers	Contact: Tricia L. Adams
GMS Central Florida
Dates:	through
	
JAN	
FEB	
MAR	
APRIL	
MAY	
JUN	
JUL	
AUG	
SEP	
OCT	
NOV	
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A)	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
15,000	
$180,000	
TURF CARE
(Schedule B)	
754	
754	
754	
754	
754	
754	
754	
754	
754	
754	
754	
754	
$9,048	
TREE / SHRUB CARE
(Schedule C)
Bud Drenching/OTC	890	890	890	890	890	890	890	890	890	890	890	890	
$13,580	
			725			725			725			725		
*BEDDING PLANTS
(Schedule D)
Not Included - No Active Seasonal Color Beds													
$0	
*BED DRESSING
(Schedule D)
540 cubic yards of Cocoa Brown Cypress										
27,135			
$27,135	
PALM TRIMMING
(Schedule D)
29 Specialty Palms (Sylvester, Medjools) 538 Standard Palms (Washingtonian, Sable, Mule)						

1,885
18,023						

1,885	

$21,793	
IRRIGATION MAINT.
(Schedule E)	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
1,050	
$12,600	

TOTAL FEE PER MONTH:	
$17,694	
$17,694	
$17,694	
$17,694	
$17,694	
$37,602	
$17,694	
$17,694	
$17,694	
$44,829	
$17,694	
$19,579	
$237,021	

AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND THE FIRST, SECOND, THIRD, AND FOURTH ANNUAL RENEWALS.

TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIRST YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) SECOND YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) THIRD YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FOURTH YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIFTH YEAR
$237,021.00
$244,131.63
$251,455.58
$258,999.25
$266,769.22

*Bedding plants and bed dressing are only installed with written permission and
the District may forgo installation and commensurate costs of bedding plants and bed dressing for any length of time; Due to potential variance in estimated quantity for annual mulch installation, this item will be reviewed separately with unit costs and is not included with total annual fees.

November 2023

November 6th, 2023

Rolling Oaks Community Development District c/o General Management Services

RE: Landscape Maintenance & Irrigation Proposal

Dear Tricia,

Thank you for considering United Land Services as your landscape maintenance service provider. We sincerely appreciate every opportunity presented to build a lasting relationship with our clients. Our proposal has been uniquely crafted to address your community’s specific needs and expectations. We call this your Community Road Map™ because it was designed to illustrate the steps to take your community from its current state to one your residents will be proud of for years to come.

Included in your Community Road Map™ you will find the following sections:

Company History: Information about our company’s experience, capabilities and core values.

Development Strategy: Our transition plan includes the actions we will take in the first 30/60/90 days of service to improve both your specific areas of concern and items we have noted during our inspection that will provide an immediate impact to the appearance of the property.

Scope of Services Summary: This section outlines our scope of services, derived from industry established Best Management Practices and our years of experience in the field.

Agreement & Investment: Our service agreement and pricing for the services we’ll provide to your
property.

If you have any questions after reviewing our proposal, please do not hesitate to contact me at any time. I am
always available to provide solutions and discuss any aspect of property’s needs directly.

Sincerely,

Jena Rodgers
Director of Sales United Land Services
jrodgers@unitedlandservices.com

Table of Contents

Company History, Experience and Services

Exclusive Partners and References

Key Management and Personnel

Organizational Chart, Equipment and Staffing

Development Strategy

Reporting

Certification

Financial

Scope of Services

Affidavits

Your Investment Price

Company History, Experience & Services

Company History

Field Support Office
12276 San Jose Blvd Jacksonville, FL 32223
(904) 829-9255

Total Number of Employees
1400+
Additional Areas Served
Alabama Montgomery
Florida
Central Florida Ocala
Ft. Peirce Fernandina Beach Tampa Bradenton Jacksonville,
Ft. Lauderdale Panama City West Palm
North Carolina
Greensboro Charlotte
Our History

How It All Started
Raleigh
Georgia Savannah Atlanta
The Company was founded by Bob Blandford in 2001 as United Landscapes, a name that has come to be synonymous with best-in-class landscape design, installation and maintenance services across the Jacksonville and
St. Johns County area. Today, the Company has over 1400 employees working daily with hundreds of commercial customers throughout Florida. Each location is capable of independently managing and enhancing a variety of complex landscape projects.
Services Offered & Approach
At United Land Services, we meet the highly specific needs of our clients by offering a comprehensive selection of services — from the design to the installation to the ongoing maintenance. Our landscape service divisions are equipped to handle a wide variety of properties, including masterplan communities, condominiums, golf clubs, office complexes, retail establish- ments and	resorts. We perform these	services with your distinct needs at the forefront of everything we do. We are local owners and operators committed to delivering excellent service at the highest levels of quality and craftsmanship.
United Land Services takes a proactive approach when it comes to the landscape. We become trusted partners for all your landscape needs while providing quality landscapes in line with University of Florida Best Management Practices.

Products & Services
We Are Your All-Inclusive Service Provider

 		 	
Landscape Maintenance
Our crews will arrive on schedule, work on your property conscientiously and respectfully, and always leave your landscape looking beautiful and tidy.
Outdoor Lighting
Landscape lighting can
increase your property’s safety, make it easier to navigate, and allow clients, residents, and guests to
enjoy it late into the evening.
Commercial Installation
We provide large scale Commercial Landscape and Irrigation Installation at the highest level. From initial design through value engineering and buildout.
Sod Installation
United takes your lawns from withering to wonderful. We offer expert sod-laying and seeding services as well as over-seeding to thicken up your turf.

 		 	

Landscape Design
The design and planning phase is critical to a success- ful project. Our design team offers complete landscape architecture services that ensure a seamless process and a beautiful final product.
Irrigation Systems
Enjoy lush lawns, healthy trees and gardens for the entire growing season, without having to lift a finger.
Hardscapes
Our crews will arrive on schedule, work on your property conscientiously and respectfully, and al- ways leave your landscape looking beautiful and tidy.
Driveways & Entranceways
Welcome clients, customers, residents and guests to your property with a well-kept and attractive entrance.

Irrigation Experts
Your Team of Certified & Licensed Specialists

Installation, Maintenance & Repairs
Installation - At United Land Services, our irrigation experts are certified and licensed to install the most sophisticated, water wise irrigation systems. Our team has had over 25 years of installing systems across the Southeast.

Maintenance - Monthly irrigation inspections and adjustments keep your system performing effectively and efficiently. United Land Services conducts routine wet checks with monthly reports to ensure proper coverage is being maintained to protect your investment.

Improvements - Whether you have an old or new irrigation system, you can trust United Land Services to conduct a full audit and clearly communicate any deficiencies found to be repaired. Our team is ready to serve you.

Agronomics Program
Certified Pest Control Operators

Fertilization, Pest Control & Agronomy Management
Fertilization - We understand the importance of curb appeal. We also understand that investing in the correct agronomics plan is an investment in your community. United Land Services takes pride in operating the fertilization and pest control throughout the Southeast

Pest Control - United Land Services has developed a reputation for creating and maintaining thriving landscape environments for the Southeast’s most demanding clients.

Agronomy Management - We have a catered approach to all of our property’s because not one size fits all. Our certified pest control specialists will customize an integrated plan to keep your community flourishing.

Hurricane Preparedness
Plan of Action

United Land Services is able and ready to handle any and all necessary storm cleanup related work. We address the cleanup & remediation process in a three phase approach to get customers back online quickly.

Phase 1

Phase 1 to begin immediately following the storm once safe and legal for our team to do so. Our main goal is to create as safe an environment as possible.
Clear main entrances of any obstructions inhibiting traffic.
Clear secondary roadways of any obstructions inhibiting traffic.
Clear parking areas located at common areas and common area struc- tures.
Clear sidewalks, walking paths and thorough- fares in common areas Phase 2
Assessment of total clean-up needed and associated total costs of Phases
1-3.

Removal of any debris generated and stock- piled from Phase 1 upon ap- proval.
Clearing and removal of debris from common
Area parks, dog parks and playgrounds upon approval. Phase 3
Clear and remove debris from turf and landscape areas.
Post storm tree work to remove “hangers”,

Prioritizing Safety
Minimizing Risks

With safety as our top priority, United Land Services continually updates its trainings, communications, and assessments to ensure that team members are prepared to perform their jobs with minimal risk to themselves or others.
Our dedicated safety officers conduct
regular inspections to ensure employees maintain professional behavior and remain alert to all potential hazards.
Strict Compliance to OSHA Regulations
Dedicated Safety Officers
Weekly Safety Meetings
Annual Safety Rodeo with Industry Safety Experts
Personal Protection Equipment Requirements

Exclusive Partnership

Exclusive Partnership
United Land Services References

Property:	Country Club at Champions Gate
Name:	Stephanie Taylor
Email:	Stephanie.taylor@fsresidential.com
Address:	8977 Dove Valley Way Four Corners, Fl 33896 Service:		Maintenance free community consisting of 995
homes servicing the landscape maintenance, irrigation and Agronomics.

Property:	The Enclave at Moss Park Name:	Pat Burroughs– Board Members Email:	pat.burroughs@cru.org
Address:	11114 Great Commission Way Orlando, Fl 32832 Service:		Landscape maintenance and irrigation for all
common areas and townhomes for the community

Property:	Town of Kindred
Name:	Paul Almonte
Contact :	palmonte@artemislifestyles.com Address:	1508 Park Side Ave Kissimmee, FL 32738
Service:	Landscape Maintenance, Irrigation and agronomics for all common areas

Name:	Dolphin Sawn Resort at Walt Disney World
Name: Email: Service:
Eric Opron - COO eopron@tishman.com
Landscape maintenance and irrigation for common area
Property:	Heathrow Master
Name:	Deanna Simms—Asst. Division Manager Email:	dsimms@sentrymgt.com
Value:	550,000
Address:	995 Heathrow Blvd Heathrow, Florida 32746 Service:		Landscape maintenance and irrigation for all
common areas and roadways.

Property:	Harmony West CDD and HOA
Name:	Bill Fife—Manager Contact :	407-784-8327
Email:	williamfife@forestar.com
Address:	6756 Alder Rd, St Cloud, FL 34773
Service:	Landscape maintenance, irrigation and agronimcs irrigation for the CDD and HOA Clubhouse.

Key Management and Personnel
Bob Blandford
Chief Executive Officer	

Bob Blandford leads our team as an accomplished executive with more than 25 years of experience in the landscape industry. Bob believes in our mission, our people, and our products as well as providing the best possible customer service. He is driven to do whatever it takes to be the best partner with the best company culture in the business.		

Experience	
Licenses & Skills	

2019 – Present
United Land Services – Chief Executive Officer

Oversee executive leadership, public relations of the company and all company-related training
Effectively manage a team of more than 450 employees in 8 different locations throughout the Southeast
Develop and accomplish short-term goals and long-term objectives that further the company's growth

1998 - 2019
United Landscapes – Owner

At the age of 16, Bob Blandford started working for a commercial lawn maintenance company servicing customer such as Barnett Bank, TPC Sawgrass, and Jacksonville Golf and Country Club. In 1998, he went into business for himself, performing all facets of commercial construction and maintenance. Over the years, Bob built a company that now employs over 400 employees. They service customers such as HOA, CDD, commercial developers, and ten different national home builders. Bob Blandford also holds a Commercial Building Contractor’s License and a Florida Irrigation
License.	
Certified General Contractor
Certified Pest Control Operator
Certified Irrigation Contractor
Certified Dealer In Agriculture
Leadership & Growth Mindset
Business Strategy & Planning	
	Contact	
	
12276 San Jose Blvd. Ste, 747
Jacksonville, FL 32223
904-829-9255
bblandford@unitedlandservices.com	
Ray Leach
Chief Operating Officer	

Ray Leach is the driving force behind the day-to-day operations. At United Land Services his role includes law and finances, strategic planning, analytical thinking, business development and operations management. His extensive knowledge in the landscape industry has made Ray a successful, demonstrated leader over his 30-year industry tenure.

Experience	

Licenses & Skills	

2021 - Present
United Land Services – Chief Operating Officer

Formulate business strategy with others in the executive team
Design policies that align with overall strategy
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Oversee expenses and budgeting to help the organization optimize costs and benefits

1994 - 2021
Southern Scapes – President

Directing and overseeing an organization’s budgetary and financial activities
Analyzing performance indicators, financial statements and sales reports
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies	
Certified Irrigation Contractor
Strategic Planning & Execution
Personnel Development
Acquisition Integrations	
	
Contact	
	
12276 San Jose Blvd. Ste, 747
Jacksonville, FL 32223
904-829-9255
rleach@unitedlandservices.com linkedin.com/in/ray-leach-8bb505174/	
Chris Marquess
Vice President of Operations- Maintenance		

Accomplished and goal-driven Vice President with more than 10 years' experience in strategic and tactical business leadership in the green industry. Expertise includes managing business process change to achieve maximum results with communication skills as well as, a solutions-oriented approach to problem-solving.		

Experience	
Licenses & Skills	
2023 - Current
United Land Services – VP of Operations

Establishes, implements, and communicates the strategic direction of the organizations operations division.
Collaborates with executive leadership to develop and meet company goals while supplying expertise and guidance on operations of landscape maintenance.
Collaborates with other divisions and departments to carry out the organization’s goals and objectives.
	Identifies, recommends, and implements new processes, technologies, and systems to improve and streamline organizational processes and use of resources and materials.
Manages all landscape maintenance operations with a diverse staff of qualified branch managers, account managers, specialty managers and crews.
2022- 2023
United Land Services – Business Development Manager
Responsible for construction and landscape maintenance sales for company

2021-2022
Down to Earth Landscape - Continuous Improvement Manager
Lead staff by communicating job expectations; planning, monitoring, and appraising job results; coaching, and counseling; initiating, coordinating, and enforcing systems, policies, and procedures.
2014-2021
Down to Earth Landscape - Operations Manager
Responsible for landscape construction, maintenance and enhancement operations.

2012-2014
Down to Earth Landscape - Account Manager	
Creativity
Leadership
Organization
Problem solving
Teamwork
MOT Certified	
	Contact	
	
407.515.5262
cmarquess@unitedlandservices.com	
Jason Ackman
Director of Maintenance

Jason joined the United Land Services team as the Director of Maintenance bringing about 30 years of commercial landscape experience and knowledge to the team. Jason has held a variety of roles in the green industry from operations to owner which plays an integral part in the companies goal to continuously improve for our future and current clients. His expertise will prove as an asset as we continue to grow in commercial landscape industry.

Experience		

Licenses & Skills	

2023 - Present
United Land Services – Director of Maintenance

Formulate best practices in the green industry with all branches
Implement efficient policies and procedures
Coordinate labor operations and find ways to ensure customer retention
Evaluate risk and lead quality assurance efforts
Develop and oversee budgets and PNL
Drive an ever improving safety culture

2022-2023
Benchmark Landscaping – President/ Owner

Directing and overseeing an organization’s budgetary and financial activities
Analyzing performance indicators, financial statements and sales reports
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies		
Leadership
Strategic Planning & Execution
Personnel Development
Acquisition Integrations	
		
Contact	
		
407-435-9554
jackman@benchmarklandscapingfl.com	

2021-2022
Greenleaf Landscaping – President
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
Evaluate risk and lead quality assurance efforts
Identifying areas to cut costs while improving programs, performance and policies

2017-2021
Vesteco Management – President/Owner of Multifamily Management

2015-2017
Yellowstone – Area Field Director

1996-2017
Ackman Brothers Landscape– President/ Owner
Brett Perez
Regional Manager of Maintenance		

Brett serves as our South Florida Regional Manager of maintenance. He has extensive knowledge in the green industry. Brett brings over 16 years of experience to the table. He takes pride in his attention to detail and customer service, a quality that he instills throughout his entire team. He strives to meet and exceed the needs of every customer, no matter how big or small.

Experience	

Education	

2023 - Current
United Land Services – Regional Manager
Achieving business goals and revenue targets.
	Overseeing daily operations, managing budgets, and setting performance objectives.
Recruiting, training, and supporting branch managers
Developing and implementing best practices in the green industry
	Planning, evaluating, and optimizing operations to be efficient and cost- effective.
Dealing with escalated customer issues and incident reports.
2023- 2023
Benchmark Landscaping –Chief Operating Officer
Formulate business strategy with others in the executive team
Design policies that align with overall strategy
Implement efficient processes and standards
Coordinate labor operations and find ways to ensure customer retention
Ensure compliance with local and state laws
2021-2023
Inframark Management Services - Area Field Director

Lead staff by communicating job expectations; planning, monitoring, and appraising job result
Design, develop, implement strategic site standards to address the Company’s standards and requirements.
Instructing field crews on season specific work such as fall pruning, fertilizations, weed treatm mulching, etc.
2015- 2021
Yellowstone Landscape -Branch Manager
2013-2015
Austin Outdoor -Branch Manager
2010-2012
Buckhorn Springs Golf and Country Club -Golf Course Superintendent	
B.S. of Science Turf Science University of Florida

Licenses & Skills	
	
Organization
Problem solving
Teamwork
Leadership	
	
Contact	
	
813-784-1162
bperez@benchmarklandscapingfl.com

s;
client ents,	

Organizational Chart Equipment
&
Staffing

Phased Development Strategy
Best Management Practices

This is a custom designed plan using Florida Best Management Practices to exceed your desired look for this property.We have outlined the initial tasks that our Landscape Maintenance teams will perform as we begin our partnership regarding
this property.
We have broken the tasks down into distinct phases to cover the first 90 days of this transition.This will provide an easy way to monitor and measure our progress as we formulate our joint strategy for the best results.

Phased Development Strategy
Plan of Action

Phase 1 (Days 1-30)

Meet with Property Manager and Board Committee Members
to review our Three Phase Plan and Scope of Work.
Complete an Irrigation Evaluation of system and report deficiencies and needed corrective actions.
Establish consistent schedule for mowing, detailing and agronomics and implement accordingly.
Perform first turf fertilizer application if possible (Blackout Period).
Identify any areas of concern and concentrate efforts for immediate improvement. (Entrance features, weeding beds, sidewalk edging)
Spot treat weeds in turf areas where needed.
Formulate options for turf areas needing restoration.
Implement weed control program in planting beds.
Fertilize weak shrubs throughout the property.
Start insect and disease program on all plant material.
Evaluate the health of ailing plant material and propose improvement plan.
Discuss any site-specific enhancement ideas.
Perform monthly walk with Property Manager and Community Members.

Phased Development Strategy
Plan of Action

Phase 2 & 3 (Days 31-90)

Examine Phase 1 results and modify “Plan of Action” if necessary.
Carry on with Irrigation Inspections and Improvements.
Carry on with Scheduled Maintenance plan i.e., mowing, blowing, and edging.
Evaluate need for second turf fertilization dependent on condition and time of year (Blackout period).
Carry on with weed control applications in both turf and plant beds.
Evaluate insect and disease program and make necessary adjustments.
Implement approved site-specific enhancements.
Perform monthly walk through with Property Manager and continue to identify areas of opportunity or concern.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Yearly Service Calendar Guideline

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Communication is key to any strong partnership. In an effort to stay connected internally with our team and externally with our partners, our team utilizes Site Audit Pro.The program allows us to send visual communication though pictures along with a detailed explanation of the issue. Site Audit Pro is key in ensuring everyone is on the same page in helping to form the best possible solution.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

SAMPLE

SAMPLE

Closing the Communication Gap
Alignment, Execution & Building Partnerships
Constant, open communication between the board members, landscape committee (if applicable) and your ULS team will help to ensure expectations are set and goals are met. We plan to accomplish this through:
Clear understanding of milestones to improve the landscape quality.

Constant communication with HOA Management, Board Members and Committees.

Weekly progress updates throughout the initial transition.

Property inspections with Management and Board Members at predetermined intervals. (Sample report on pages below).
Our goal is to tailor this communication plan to meet your needs and the needs of the community.

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

UNITLAN-02	SANTHOSHC
CERTIFICATE OF LIABILITY INSURANCE

COVERAGES	CERTIFICATE NUMBER:	REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.												
INSR LTR	TYPE OF INSURANCE	ADDL INSD	SUBR WVD	POLICY NUMBER	POLICY EFF
(MM/DD/YYYY)	POLICY EXP
(MM/DD/YYYY)	LIMITS					
A	X	COMMERCIAL GENERAL LIABILITY						EACH OCCURRENCE	$	1,000,000			
			CLAIMS-MADE  X OCCUR	X		1855494	3/31/2023	3/31/2024	DAMAGE TO RENTED
PREMISES (Ea occurrence)	$	100,000		
		
						MED EXP (Any one person)	$	Excluded			
								PERSONAL & ADV INJURY	$	1,000,000			
	GEN'L AGGREGATE LIMIT APPLIES PER:						GENERAL AGGREGATE	$	2,000,000				
	X	POLICY	PRO-	LOC						PRODUCTS - COMP/OP AGG	$	2,000,000			
		JECT										
									$			
												
		OTHER:										
A	AUTOMOBILE LIABILITY			
1855494	
3/31/2023	
3/31/2024	COMBINED SINGLE LIMIT
(Ea accident)	$	1,000,000				
	X	ANY AUTO						BODILY INJURY (Per person)	$			
		OWNED AUTOS ONLY
HIRED AUTOS ONLY		SCHEDULED AUTOS
NON-OWNED AUTOS ONLY						BODILY INJURY (Per accident)	$	
										PROPERTY DAMAGE
(Per accident)	$	
											$	
A	X	UMBRELLA LIAB
EXCESS LIAB	X	OCCUR
CLAIMS-MADE			
1855495	
3/31/2023	
3/31/2024	EACH OCCURRENCE	$	10,000,000	
										AGGREGATE	$	10,000,000	
		DED		RETENTION $							$	
A	WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY	Y / N
ANY PROPRIETOR/PARTNER/EXECUTIVE	

N / A		
1855496	
3/31/2023	
3/31/2024	X	PER STATUTE		OTH- ER		
							E.L. EACH ACCIDENT	$	1,000,000				
	OFFICER/MEMBER EXCLUDED?											
							E.L. DISEASE - EA EMPLOYEE	$	1,000,000				
	(Mandatory in NH)											
	If yes, describe under						E.L. DISEASE - POLICY LIMIT	$	1,000,000				
	DESCRIPTION OF OPERATIONS below											
												
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
*Workers Compensation Policy# for States other than FL - 1855497. The same coverage limits apply*
**Auto Liability Policy# for state of NC - 1865264. The same coverage limits apply** Re: Job: 8000 Finns Up Circle, Kissimmee, FL 34747.
Rolling Oaks Community Development District C/O Governmental Management Services- Central Florida, LLC and Owner are Additional Insured Subject to the Conditions of the Additional Insured - Owners, Lessees or Contractors - Automatic Status when required in Construction Agreement with you Endorsement for General Liability. Includes 30 Days Notice of Cancellation.												
CERTIFICATE HOLDER	CANCELLATION

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

Financial Reporting Deck
For the Period Ended May 31, 2023

Page 1 of 3

United Land Services
Consolidated Income Statement ‐ Pro‐Forma Rolling TTM
United Land Services
For the Period Ended May 31, 2023															
	May	June	July	August	September	October	November	December	January	February	March	April	May	TTM	
	2022	2022	2022	2022	2022	2022	2022	2022	2023	2023	2023	2023	2023		
	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	Actual	

Net Revenue	

13,901	

14,644	

13,893	

16,211	

13,613	

17,550	

17,779	

15,575	

15,943	

16,833	

17,866	

15,871	

17,159	

192,938	
% Net Sales to Gross Revenue	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	
Direct Labor	3,344	3,526	3,380	3,742	3,084	3,568	3,203	3,229	3,003	3,106	3,772	3,659	4,176	41,449	
Direct Subcontractor Costs	1,656	1,916	1,665	1,863	1,440	2,062	2,307	1,287	1,708	1,594	1,564	1,290	1,523	20,218	
Direct Material	4,775	4,361	4,704	5,684	4,387	5,699	6,244	5,746	5,871	6,211	6,451	5,392	5,772	66,522	
Other Direct Costs	93	130	100	159	109	103	109	144	141	130	185	151	158	1,620	
Total COGS	9,869	9,933	9,850	11,447	9,020	11,432	11,863	10,407	10,723	11,042	11,972	10,491	11,630	129,808	
Direct Margin	4,032	4,711	4,043	4,763	4,594	6,118	5,917	5,168	5,221	5,791	5,894	5,380	5,529	63,129	
% Direct Margin to Sales	29.0%	32.2%	29.1%	29.4%	33.7%	34.9%	33.3%	33.2%	32.7%	34.4%	33.0%	33.9%	32.2%	32.7%	
Indirect Labor	464	452	584	594	697	745	1,291	1,110	764	788	817	923	1,087	9,853	
Vehicle & Equipment	1,022	1,009	1,138	1,129	1,057	1,130	1,064	1,112	977	950	1,094	997	1,087	12,743	
COGS Depreciation	269	325	334	346	327	338	381	365	385	496	444	525	594	4,857	
Other Indirect Costs	157	99	125	142	119	156	98	139	124	63	110	115	137	1,427	
Total Indirect COGS	1,913	1,884	2,180	2,211	2,200	2,369	2,834	2,726	2,250	2,296	2,464	2,560	2,905	28,880	
Gross Profit	2,120	2,826	1,863	2,552	2,394	3,749	3,083	2,442	2,971	3,495	3,430	2,819	2,624	34,249	
% Gross Profit to Sales	15.2%	19.3%	13.4%	15.7%	17.6%	21.4%	17.3%	15.7%	18.6%	20.8%	19.2%	17.8%	15.3%	17.8%	
Selling Expenses	172	166	153	135	138	151	154	172	119	122	178	162	266	1,916	
Administrative Salaries	553	592	618	668	715	660	772	694	862	753	845	918	1,072	9,169	
Rent	97	85	109	96	105	105	107	103	126	125	131	127	134	1,352	
Professional Fees	46	19	15	15	35	3	15	11	14	18	20	23	32	218	
Technology Expenses	15	29	38	27	48	51	33	45	49	58	46	53	75	551	
Other G&A	358	240	418	426	391	404	373	519	413	520	534	562	367	5,167	
SG&A Depreciation	27	29	30	31	31	26	34	41	35	39	39	35	39	409	
Regional Allocation	‐	‐	‐	‐	‐	‐	‐	‐	92	129	137			357	
Total SG&A	1,268	1,159	1,381	1,397	1,462	1,399	1,487	1,586	1,710	1,764	1,930	1,879	1,985	19,140	
% SG&A to Sales	9.1%	7.9%	9.9%	8.6%	10.7%	8.0%	8.4%	10.2%	10.7%	10.5%	10.8%	11.8%	11.6%	9.9%	
Operating Income	852	1,667	482	1,155	932	2,350	1,596	856	1,260	1,731	1,501	940	639	15,110	
% Operating Income to Sales	6.1%	11.4%	3.5%	7.1%	6.8%	13.4%	9.0%	5.5%	7.9%	10.3%	8.4%	5.9%	3.7%	7.8%	
Amortization	347	300	300	300	403	337	331	334	334	356	356	368	407	4,126	
Interest	283	212	316	428	371	362	494	559	573	563	721	599	766	5,964	
Non‐Op (Income)/Expense	0	‐	0	(2)	8	22	0	14	(7)	(5)	11	(2)	15	55	
Non‐Recurring	175	1,056	180	101	146	312	109	570	891	181	596	766	273	5,180	
Mgt/BOD Fees	50	50	50	50	50	50	50	50	50	50	50	50	50	600	
Tax Expense	‐	‐	‐	‐	‐	2	‐	(2)	‐	‐	‐	0	‐	1	

Net Income	
(5)	
49	
(365)	
279	
(46)	
1,266	
611	
(668)	
(582)	
586	
(234)	
(840)	
(873)	
(816)	
% Net Income to Sales	0.0%	0.3%	‐2.6%	1.7%	‐0.3%	7.2%	3.4%	‐4.3%	‐3.6%	3.5%	‐1.3%	‐5.3%	‐5.1%	‐0.4%	
Depreciation	296	353	363	377	358	365	414	406	420	534	483	560	633	5,266	
Amortization	347	300	300	300	403	337	331	334	334	356	356	368	407	4,126	
Interest	283	212	316	428	371	362	494	559	573	563	721	599	766	5,964	
Taxes	‐	‐	‐	‐	‐	2	‐	(2)	‐	‐	‐	0	‐	1	

EBITDA	
922	
915	
615	
1,383	
1,085	
2,332	
1,850	
629	
746	
2,040	
1,327	
686	
934	
14,541	
% EBITDA to Sales	6.6%	6.2%	4.4%	8.5%	8.0%	13.3%	10.4%	4.0%	4.7%	12.1%	7.4%	4.3%	5.4%	7.5%	
Mgt/BOD Fees	50	50	50	50	50	50	50	50	50	50	50	50	50	600	
Pro‐forma Adjustment	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	‐	
Other Non‐Recurring	175	1,056	180	101	146	312	109	570	891	181	596	766	273	5,181	
Adjusted EBITDA	1,147	2,021	845	1,534	1,282	2,693	2,010	1,249	1,687	2,271	1,972	1,502	1,257	20,322	
% Adjusted EBITDA to Sales	8.2%	13.8%	6.1%	9.5%	9.4%	15.3%	11.3%	8.0%	10.6%	13.5%	11.0%	9.5%	7.3%	10.5%	

Page 2 of 3
United Land Services
Consolidated Balance Sheets
For the Period Ended May 31, 2023 Amounts in $000's

5/31/2023	5/31/2022	12/31/2022		CME v PYCME	CME V PYE			
Actual	Actual	Actual		Actual	Actual			
Assets
Cash & Equivalents	
4,436	
4,482	
5,025		
(46)	
(588)		
Net Receivables	28,525	16,069	22,311		12,456	6,215		
Inventory	2,213	759	979		1,455	1,234		
Prepaid Expenses	1,450	1,674	996		(224)	454		
Other	2,763	566	2,041		2,197	722		
Total Current Assets	39,388	23,549	31,351		15,839	8,037		

Fixed Assets	
37,152	
15,208	
24,030		
21,944	
13,123		
Accumulated Depreciation	(5,743)	(4,190)	(3,494)		(1,553)	(2,250)		
Net Fixed Assets	31,409	11,018	20,536		20,391	10,873		

Assets Under Construction	
‐	
‐	
‐	
‐		
‐		
Deferred Taxes
Loan Origination Fees	2,094
‐	2,094
‐	2,094
‐	
‐	0	
‐	0	
Net Intangibles	45,061	28,535	27,059		16,526	18,002		
Related Party Receivable	0	(0)	(8)		0	9		
Other Long Term Assets	413	322	359		91	54		
Total Assets	118,366	65,519	81,391		52,847	36,975		

Liabilities

Accounts Payable	9,536	6,804	10,202		2,732	(667)	
Accrued Interest	‐	‐	‐		‐	‐	
Related Party payable	‐	‐	‐		‐	‐	
Other Current Liabilities	5,269	4,040	3,145		1,229	2,124	
Total Current Liabilities	14,805	10,844	13,347		3,961	1,457	

Debt
Long Term Notes Payable‐Twinbrook	

67,783	

27,905	

39,483		

39,878	

28,300	
Deferred Financing Costs	(1,678)	(1,300)	(1,917)		(377)	240	
Long Term Notes Payable‐John Deere	1,235	204	636		1,031	598	
Revolver	4,000	3,250	2,000		750	2,000	
Capital Lease	12,382	4,293	9,154		8,088	3,228	
Sellers Note	1,890	250	250		1,640	1,640	
Pre‐Acquisition Debt	‐	‐	‐		‐	‐	
Total Debt	85,612	34,602	49,606		51,010	36,006	
Other Long Term Liabilities	2,392	‐	2,392		2,392	‐	
Total Liabilities	102,808	45,445	65,345		57,363	37,463	
Equity							
Capital Stock	33,825	30,777	31,200		3,048	2,625	
Retained Earnings	(18,267)	(10,703)	(15,153)		(7,564)	(3,114)	
Total Equity	15,558	20,074	16,046		(4,516)	(489)	
Total Liabilities and Shareholder's Equity	118,366	65,519	81,391		52,847	36,975	
	
‐	
‐	
‐				

Page 3 of 3

EXHIBIT 1 –SCOPE OF WORK

The work for the exterior landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories and services necessary or incidental to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract.

SCHEDULE “A” – GENERAL SERVICES

Turf Maintenance

Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. Turf maintenance operations are to be completed the same day they are begun. High traffic and high profile areas such as the primary entrances, clubhouse and pool areas will be completely mowed, edged, trimmed and cleaned up prior to normal business hours of operation (or as approved by CDD representative if maintenance activities will take place during normal business hours). In the event it becomes necessary to make a change in the mowing schedule for any reason, a CDD representative must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas.

Bahia turf shall be mowed weekly during the growing season from March 15th through October 15th and bi-weekly during the non-growing season from October 15th through March 15th. Based on this schedule, it is estimated that the contractor will perform a minimum of 40 and a maximum of 42 mowing cycles per 12-month period in the performance of this contract. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of a CDD representative. Should the number of mowing cycles fall below 40 in any contract year during the term of this agreement, the contractor will reduce the next month’s billing by the amount per cycle for each cycle missed. CDD will pay contractor the per cycle amount for each mowing cycle in excess of 42 per contract year when a CDD representative requests additional mowing cycles. This will be invoiced at the contracted price per cycle in the month following the end of the contract period. Bahia turf in power line easements will be mowed eight (8) times per year.

Bahia turf shall be cut with rotary mowers to maintain a uniform height. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.

Mowing height for Bahia turf will be set at 3½” to 4”. At no time will mowing height be reduced so that more than 1/3 of the grass blade is removed at any cutting.

Zoysia turf shall be mowed based on 40 to 42 mowing cycles per 12-month period in the performance of this contract. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the owner or owner’s representative.

Zoysia turf shall be cut with a reel or rotary mower to maintain a uniform height. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Mowing pattern shall be varied where feasible to prevent rutting and minimize compaction.
Mowing height for Zoysia turf will be set at 2-3”. At no time will mowing height be reduced so that more than 1/3 of the grass blade is removed at any cutting.

Contractor shall complete a minimum of two passes along all waterways with a 50” or 60” mower discharging clippings away from the water.

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

Contractor will take special care to prevent damage to plant material as a result of the mowing operations. Any damage caused by contractor’s mowing equipment may result in the replacement of damaged material at the contractor’s cost. Determination as to replacement will be at the sole discretion of a CDD representative. Replacement material will be of similar size to the material being replaced.
Aeration/Overseeding

Bermuda turf will be aerated four (4) times per year in the months of February, May, August and November. Aeration is to be performed utilizing a core aerator and dragging the turf upon completion.

Bermuda turf will be top dressed immediately after two (2) aerations with 3/16” of USGA approved sand as specified in schedule. (May and November)

Edging

Sidewalks, curbs, concrete slabs and other paved surfaces will be edged in conjunction with mowing operations. Edging is defined as removal of unwanted turf from the above mentioned borders by use of a mechanical edger. String trimmers will not be used for this function

String Trimming

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

Under no circumstance will it be an acceptable practice to string trim bed edges or small areas that may be cut utilizing a push type walk behind mower.

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

Turf around the edge of all waterways shall be mowed or string trimmed to the natural water’s edge during each mowing cycle.

Damage caused by string trimming to the base of tree and palms is unacceptable and Contractor shall replace trees or palms at their cost that succumb to pests or fungus that enter through damaged bark base of said trees.
Blowing

When using forced air machinery to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces.

Damage Prevention/Repair

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

Detail
Detailing of planted areas will be performed weekly in a sectional method. The contractor will completely detail the entire property once every three weeks. High traffic and focal areas and as such will be included in each detail to provide weekly attention. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree saucers and the removal of all unwanted vegetation.

Pruning
Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant. Provide remedial attention and repair to plant material as appropriate to season or in response to incidental damage.

Only Contractor’s staff that have been trained and demonstrate competency in proper pruning techniques shall perform pruning. Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by a CDD representative.

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

Provide clearance for pedestrians, vehicles, mowers and buildings.
Maintain clearance from s2h2 rubs in bed areas.
Improve visibility in parking lots and around entries.

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

Prune all shrubbery in accordance with the architectural intent as it relates to adjacent plantings and intended function.

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

Structural pruning will be required for several varieties of plants bi-annually, annually or semi-annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. Following this schedule, all structural pruning should be completed within a six week cycle each time it is performed. Ornamental Grasses are to be haystack cut one time per year.

Crape Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12” away from previous year’s cuts. “Hat Racking” will not be permitted unless directed otherwise by a CDD representative.

Pruning of all palms less than 12’ CT in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods and any loose boots.

Edging

Edging is defined as removal of unwanted vegetation along beds and tree saucers. Edges are to be perpendicular to the ground.

Only mechanical edgers will be used for this function. Use of string trimmers or chemicals will not be allowed.

Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

Weed Control

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

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required for complete removal.

General

Policing

Contractor will police the grounds daily or on each service visit to remove trash, debris and fallen tree litter less than 2” in diameter. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval at the labor rates specified in “Exhibit – 3 Extra Services Pricing Summary”.
Contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

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

Contractor will provide maintenance of traffic during maintenance of roadway areas such as placing traffic cones, redirecting or guiding the flow of traffic.

Communication

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

Communication is of the utmost importance. Contractor will provide a weekly written report in a form approved by a CDD representative which details all aspects of the previous week’s maintenance activities.

Contractor will provide a Monthly Service Calendar for the upcoming period and a copy of the preceding month’s Irrigation Maintenance report and Lawn and Ornamental report. A copy of these documents should be submitted to a CDD representative by the 5th of each month electronically or via U.S. mail.

Contractor agrees to take part in monthly inspections of the property to insure their performance of this agreement meets the standards required herein and protects the overall well being of the property’s landscape. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for a minimum of the pre inspection meeting.

3	Staffing

The Contractor shall have a well-experienced Foreman/Supervisor on site at all times with the crew. This person should have extensive knowledge of horticultural practices and be capable of properly supervising others. He/she and other supervisors should be in a certain type of uniform that distinguishes them from the crew. The Foreman/Supervisor should communicate daily with the property’s manager and submit a report of the crew’s accomplishments at the end of each week to Management. In order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of a CDD representative prior to any such change. This will assure Management that maintenance personnel remain familiar with the maintenance specifications, the site and any changing conditions.

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

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

Contractor agrees to screen all crew members for criminal background, advise Management and not employ persons for this Contract that have been convicted of or
pled guilty to a felony crime or misdemeanor to which Management objects. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an I-9 and other required documents on each employee. Contractor is expected to staff the property with adequately trained personnel, five days per week, Monday through Friday. Holidays observed that do not require staffing include New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day. Normal working hours are from 7:00 AM until 5:00 PM. No power equipment operating near homes before 9:00 AM. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 4 PM on an as needed basis. Management approval is required.

SCHEDULE “B” – TURF CARE PROGRAM - BAHIA (If included, see Exhibit 2 Fee Summary)

Application Schedule

Month	Application

March:	Complete liquid 18-0-8 N-P-K fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.

June:	Chelated Iron application and Mole Cricket control.

October:	Complete liquid 18-0-8 N-P-K fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.

Application Requirements

Fertilization

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

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

A 15’ minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

The irrigation system will be fully operational prior to any fertilizer application.
Soils shall be tested at a reliable testing facility twice per year to monitor for PH and chemical makeup. The results will be provided to management along with the contractor’s recommendation as to any changes in the turf care program based on these results.

Insect/Disease Control

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

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

Weed Control

Weed control will be limited to the broadleaf variety under this program.

Contractor shall alert management of outbreaks of Sedge, invasive Bermuda, or Crabgrass. Failure to do so will make the contractor liable for resulting turf loss.

Warranty

No warranty is provided for Bahia turf.

SCHEDULE “B” – TURF CARE PROGRAM - ZOYSIA

Application Schedule - Zoysia

Month	Application

January:	IPM spot treatment for weeds as necessary and inspect/treat fungal activity. February:	 Pre-emergent herbicide/spot treatment for weeds and fungal activity.
March:	Fertilization (granular 20-0-10) with 1lb N to 1lb K, 50% slow release w/minors.
Spot treat weeds and treat fungal and insect activity as necessary.

April:	Fertilization with .5lb N, with Iron, post emergent weed control, insect/disease control as necessary.

May:	Fertilization with .5lb N, with Iron, post emergent weed control, insect/disease control as necessary.

June:	Fertilization (granular 20-0-10) with .5lb N, slow release w/minors.
Insect/weed/disease control as necessary.

July:	Liquid fertilization with .5lb N w/ Iron. Insect/weed/disease control as necessary.

August:	Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, IPM-spot treat weeds as necessary, inspect/treat fungal activity.

September:	Fertilization with 14-0-40 or similar. Weed/insect/disease control as necessary.

October:	Liquid Fertilization with .25lb N, with Iron, post emergent weed control, insect/disease control as necessary.

November:	Blanket pre-emergent herbicide, w/Liquid Iron. Spot treat weeds and inspect/treat fungal activity.
December:	Blanket Potash 0-0-62 application at 4 lbs. per 1,000 SF, IPM-spot treat weeds as necessary, inspect/treat fungal activity.

Application Requirements

Fertilization

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

A 15’ minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

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

Soils shall be tested at a reliable testing facility twice per year to monitor for pH and chemical makeup. The results will be provided to management along with the contractor’s recommendation as to any changes in the turf care program based on these results.

Insect/Disease Control

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

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

Weed Control

Weed control will not be limited to only the broadleaf variety under this program.

Contractor shall alert management of outbreaks of Sedge, invasive Bermuda, or Crabgrass. Failure to do so will make the contractor liable for resulting turf loss.

Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes high traffic areas, drainage problems, or acts of God.
Application Requirements

Fertilization

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

All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining.

A 15’ minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

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

Soils shall be tested at a reliable testing facility twice per year to monitor for pH and chemical make up. The results will be provided to management along with the contractor’s recommendation as to any changes in the turf care program based on these results.

Insect/Disease Control

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

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

TopChoice will be applied in early May for insect control.

Weed Control
Sedge and Crabgrass control are included as a part of this program.

Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, high traffic areas, drainage problems, or acts of God. In the event these conditions are pre-existing, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.

SCHEDULE “C” – TREE/SHRUB CARE PROGRAM (If included, see Exhibit 2 Fee Summary)

Application Schedule

Month	Application

February:	Spring granular fertilization and insect/disease control as needed March/April:	 Insect/disease control/fertilization as needed
May/June:	Insect/disease control. Fertilization as needed. July/August:	Minor nutrient blend with insect/disease control
October:	Fall granular fertilization and insect/disease control as needed December:	Insect/disease control/fertilization as needed
Application Requirements

Fertilization

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

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

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

A 15’ minimum ring of responsibility will be maintained along or around all waterways where no product of any kind will be applied.

This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35’. All native trees or transplanted trees over 35’ in overall height will require special consideration and are therefore excluded from this program.
There will be a deep root feeding on an as needed basis to establish newly planted trees.

Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to “clump” fertilizer neither at the base nor in the crown of plants.

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

Soils shall be tested at a reliable testing facility once per year to monitor for pH, Nematodes, Take All Root Rot and chemical make-up. The results will be provided to management along with the contractor’s recommendation as to any changes in the Tree/Shrub care program based on these results.

Insect/Disease Control

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

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

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

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

Contractor will provide a copy of the license for the Certified Operator in charge of chemical applications for this property.

Specialty Palms

Considering the investment in Specialty Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date etc.), contractor will include in their proposed Tree/Shrub program, a comprehensive quarterly fertilization and root/bud drench for potential disease and infestation along with OTC injections three (3) times per year.

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

Warranty

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

SCHEDULE “D” – SPECIAL SERVICES (If included, see Schedule “D” Fee Summary)
Note: All Special Services work is to be performed by supplemental crews

Bedding Plants	30
The nature and purpose of “Flower Beds” is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

All flower beds on the property will be changed out four (4) times per year during the months of January, April, July and October.

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

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

Contractor will obtain prior approval of plant selection from a or CDD representative before installation. No seasonal flowers should be installed without written approval from a CDD representative. The CDD reserves the right to forgo seasonal flowers and commensurate billing for whatever time period deemed necessary by the CDD representative.

Installation

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

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

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

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

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

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

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

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

Maintenance
Flower beds and urns unique to Rolling Oaks CDD/Margaritaville will be reviewed daily or at each service visit for the following:

Removal of all litter and debris.
Beds are to remain weed – free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.

Seed heads are to be removed from plants as soon as they appear. “Pinching” of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent “pinching” will result in healthier, more compact plants.
Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly.
Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor’s expense.

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

Bed Dressing

Schedule
Bed dressing will be replenished in all bed areas according to the month indicated on the Exhibit 2 Fee Summary.

Application will be completed within a three week time period.

Installation
Prior to application, areas will be prepared by removing all foreign debris and accumulated mulch material and establishing a defined, uniform edge to all bed and tree rings as well as a 1” to 2” deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place.

Bed dressing should be installed in weed free beds that have been properly edged and prepared.

Bed Dressing should be installed to maintain a 2” thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by a CDD representative.

If mulch becomes infested with green algae then mulch areas compromised shall be replaced entirely.
No bed dressing should be installed without written approval from a CDD representative. The CDD reserves the right to increase or decrease quantities based on site conditions or to altogether forgo bed dressing (and commensurate billing) for whatever time period deemed necessary by the CDD representative.

A summary of shipping tickets or invoices for products or subcontract services will be submitted prior to requesting payment for this work.

Palm Trimming

Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date, etc.) in excess of 12’ CT will be trimmed two times per year in June and December. All vegetation will be removed from their trunk and nut and loose or excessive boots will be removed and/or cross cut during this process.

All palms less than 12’ CT will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.

Washingtonia palms in excess of 12’ CT will be trimmed two times per year in the months of February and August.

All palms other than Washingtonia, in excess 12’ CT will be trimmed once per year in the month of August.
Trimming shall include removal of all dead fronds, loose boots and seed stalks.

Trim palms so that the lowest remaining fronds are left at a ten and two o’clock profile. “Hurricane” cuts are only to be done at the direction of a CDD representative.

When trimming, cut the frond close to the trunk without leaving “stub

SCHEDULE “E” – IRRIGATION MAINTENANCE (If included, see Schedule “E” Fee Summary)

Frequency of Service
Contractor will perform the following itemized services under “Specifications” on a monthly basis completing 25% of the inspection each week.

The irrigation inspection will be performed during the same week(s) each month.

Specifications
Activate each zone of the system.

Visually check for any damaged heads or heads needing repair.

Visually check all landscape areas irrigated with drip lines to ensure proper water flow and pressure.

Clean filters located at each zone valve monthly if applicable.

Clean, straighten or adjust any heads not functioning properly.

Straighten, re-attach to bracing and touch up paint on riser heads as needed.

Report any valve or valve box that may be damaged in any way.

Leave areas in which repairs or adjustments are made free of debris.

Adjust controller to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors.

Contractor will provide a written report of the findings by zone.

Qualifying Statements

Repairs
Repairs that become necessary and that are over and above the routine maintenance contract will be done on a time and material basis at the rates as outlined in “Exhibit 3 – Extra Services Pricing Summary”.

Request for authorization must be submitted to a CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by a CDD representative prior to initiating any work.

Service Calls

Service Calls required between scheduled visits will be billed on a time and material basis at the rates as outlined in “Exhibit 3 – Extra Services Pricing Summary”.

When not an emergency, request for authorization must be submitted in written form
to a CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by a CDD representative prior to initiating any work.
Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows or parking areas.

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

Damage resulting from contractor’s crews working on the property (i.e., mower and edger cuts) will be repaired at no charge to the CDD within 24 hours of being detected.

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

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

Contractor will visually inspect irrigation system weekly while performing routine maintenance.

Contractor will provide a 24 hour “Emergency” number for irrigation repairs.

fu,,i:c,
115

.
STATE OF .[\ar"d"'-
COUNTY	OD>-"- <'
AFFIDAVIT OF NON-COLLUSION
I ,		
o %e,vS..,	, do hereby certify that I have not, ither
\)\'«:.1.,-\W "	O\\.u	.
directly or indit-ectly, participated in collusion or proposal rigging. Affiant is a 	'>.. \.  'Oe..,cuov \
inthefirm of	 'C\(..\. \J\\...;	Q	\V'\°) c\'oCI.. V\.n'-, CV\	, and authorized to make this
a:f'"fidavit on behalf of the sarne. I understand that I am_swearing or affirming under oath to the truthfulness of the claims made in this affidavit and that the punishinent ror khowingly making a false statement includes fines and/or imprisonment.
Dated this \ day of- be_c-::

ntative o-fProposer
ACKNOWLEDGMENT OF RECEIPT OF DOCUMENTS
AND PROPOSAL SIGNATURE FORM

 his Proposal for landscape maintenance services has bee	•	his 	Q day of
C\ftl'<\'QU{  , 20	,;-;--;-,--=;........;.....;..;...."""-= ....;;;,,:-;"'"="- >-X' M	hose business
address is  \()\()	· 3"'&'37
electronic mail address is ,) 6.% <? W"\\"tcD..\O,ho. \l\ , torn
, and

The undersigned acknowledges, by the below execution of this proposal, that all information provided herein has been provided in full and that such information is truthful and accurate. Proposer agrees through submission ofthis Proposal to honor all pricing information sixty (60) days from the date of the Proposal opening, and if awarded the contract on the basis of this Proposal to enter into and execute the services contract in substantially the form included in the proposal.documents.

Proposer understands that inclusion of false, deceptive or fraudulent statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Proposer to constitute good cause for denial, suspension or revocation of a proposal for work for the Owners.

Furthermore, the undersigned acknowledges receipt of the following addenda, the provisions of which have been included in this Request for Proposal.

Addendum No.   Addendum #1	 dated _November 6th	_

Addendum No. 	 dated 	 _

Addendum No. 	 dated··- 	 _

_	--..ative of Proposer

County  off)r4C6--e

The foregoing instrument was acknowledged before me this  I  day of tJUu!M\btc. 2023, by je    (t.od t c    . of the \.}(\"W ltuvA Si?ob« s.    who ;i pe.r on lly known to me or who ha produced   .as 1denttficat1on and who did (did not) take an oath.	_.

Signature of Notary taking acknowledgment

,\ ...-::_-;i.{•ii.'•,.,·	CAAAEt-1 GUV. 1.At4
Q ( -	\ Notary f'ublit - State of Florida
\	£,l	Comminlon # GG 934741
·1 '· ori;../  My Camm. E)pires Nov 251 2013
-	Bonded through tbtlonal otary As "-
Rolling Oaks Community Development District Request for Proposals No. 2024-100 Addendum #1
November 6, 2023

Q:	The price form bid sheet includes Reunion East CDD, are we to ignore this property for this RFP?
A:	Only the price sheet for Rolling Oaks CDD (the District) should be completed and submitted. In an effort to avoid confusion, a revised bid sheet with the Reunion East CDD sheet deleted from the price sheet will be circulated November 6, 2023 as part of Addendum #1.

Q:	The Rolling Oaks CDD price sheet does not have any quantities; I assume we will provide this information?
A:	Yes, bidders should estimate quantities. Furthermore, bidders should provide the estimated quantities where requested as part of the bid sheet submitted such as for bed dressing.

Q:	What are the frequency requirements for pond mowing?
A:	Please refer to Schedule A General Services Turf Maintenance for frequency of mowing.

Q:	We noticed the pond mowing budget significantly decreased from the previous year; can you speak to this?
A:	The pond mowing line item has been and will be aggregated with the landscape maintenance line item.

When will mulch usually be installed?
A:	Mulch will usually be installed in the Fall, but per the proposed Scope of Services, the District must approve the proposal for mulch application prior to the installation of bed dressing.

Q:	There are different types of mulch currently installed. Please clarify the type of mulch to bid.
A:	Proposers should bid cocoa brown mulch. Pine bark mulch is being phased out and will not be installed in the future.

Q:	Are there maps available for irrigation controllers and zones?
A:	An irrigation map will be circulated November 6, 2023. A link to irrigation plans via dropbox is circulated below on November 6, 2023. https://www.dropbox.com/scl/fo/b8974p5dvrvbfxqlxzj57/h?rlkey=3qdwmwt2u3z3m2kh 3gwn6suey&dl=0
Q:	If we are reading correctly, the approved budget for 2024 landscape maintenance contract including pond 4 is $185,088. Given the post-Covid inflation and labor cost increases, combined with the high levels of service requested in the RFP for the high profile CDD landscapes within Margaritaville, does the District feel this is a realistic budget?
A:	The District understands that proposals in excess of the fiscal year 2024 budgeted amount for landscape maintenance and lawn mowing may be received.

Q:	Is the District prepared for an increase above this budget to honor the clearly defined scope of work requested? If not, will the District allow for suggested reductions of scope to meet the approved 2024 budget?
A:	The District plans to select a service provider based on the selection criteria in the Project Manual. The selected vendor will then enter into an agreement with the District based on mutually agreeable terms including the Scope of Service and annual cost. Proposers should bid on the project based on the proposed Scope of Service within the Project Manual.

Q:	Was the previous contractor and budget based on the same scope of work outlined in this RFP, or is this an increase in scope?
A:	The current landscape agreements are based on a different scope of services when compared to the Project Manual and proposed Scope of Service.

Q:  Is the District expecting a 52-week presence on property? The 3-week detail rotation in the RFP seems to imply that.
A:   The District’s expectation is to provide a proposal in accordance with the proposed Scope of Service included in the Project Manual, including the detail of the property once every three weeks with high traffic and focal areas getting weekly attention.

Q:	Since many of the landscape areas along the CDD boulevards are only shrub beds and detail work, requested to be done in a 3-section rotation, does the District want 100% of sidewalks, curbs, and islands blown off each week if no work is to be done in those areas? The RFP does mention policing the whole site. Blowing all areas each week is a significant scope of work but is not clearly defined in the RFP. Is there any other staff or vendor blowing off these areas, or does the District expect the landscaper to do it weekly?
A:	Work not included with the Scope of Service should not be included in vendor proposals.
The Scope of Service does require the removal of clippings and unwanted vegetation with each service and keeping District areas clear of debris.

Q:	We suspect so, but please confirm the Bahia Turf areas outside wall to sidewalk along Formosa Gardens Blvd and Funie Steed Rd are to be serviced per Bahia mow frequency listed in the RFP. Do we need to weed-eat along wall each cycle?
A:	The area outside of the wall along Formosa Gardens and Funie Steed are maintained by the HOA.

Q:  Please confirm the 2.77 miles of lakefront in pond 4 is to be mowed and weed-eated to waters edge each of the requested 40-42 Bahia mow cycles.
A:  Vendors are responsible to take their own measurement as the District does not have a specific acreage for this area. The specifications for Bahia mowing are included in the proposed Scope of Service.

Q:	Does the District believe 40-42 mow cycles for Bahia, especially when not irrigated, is needed?
A:	Bahia should be mowed per the Scope of Service: weekly during the growing season and bi-weekly during the non-growing season.

Q:	OTC injections and root drenching of the many date palms in the District is a significant cost. Does the District want all bidders to include this cost per the RFP? Is this a possible space where we can offer an add/alt item versus including in the scope pricing spreadsheet?
A:	Proposers should provide a proposal per the proposed Scope of Services provided in the project Manual.

Q:	Please confirm the District wants the multiple trimmings of palms scheduled in the RFP, versus one trimming per year for all palms.
A:	Proposers should provide a proposal per the Scope of Services provided in the project Manual.

Q:	The crushed shell or rock in many of the beds is covered in small dust/debris. Does the District expect these areas to be free of dust/debris throughout the new contract term? The RFP implies “debris free condition for the entire life of the contract”.
A:	The District is reasonable and does not necessarily consider small dust to be debris. That being said, per the Project Manual the site is accepted in an as is condition and vendors are responsible to maintain the project per the Scope of Service that will be mutually agreed upon in the landscape service agreement.

Q:	Year 1 mulch installation will likely require more cubic yards than a typical budget year over year. Can bidders include in our pricing an on-going budget as well as additional mulch required for year 1 due to current lack of mulch in many beds?
A:	Bidders should include the quantity of cocoa brown mulch per the instruction in the bid sheet and the unit price requests.

Q:	The RFP states the contractor is to include irrigation maintenance costing for “a completely operational irrigation system.” Can the District confirm the current state of the irrigation system?
A:	Although there is a pending repair for one irrigation controller, this repair will be facilitated soon. The irrigation system is an operating irrigation system.

Q:	Please confirm whether there are any areas of annuals within the District. A:	There are no annuals at this time.

EXHIBIT 3 – EXTRA SERVICES PRICING SUMMARY

Contractor:

Material	Description	Price

Mulch	Price/yard installed for quantities over 100 cubic yards Cocoa Brown  $ Price/yard installed for quantities under 100 cubic yards Cocoa Brown	$ Price per 3 cubic foot bag of Mulch Cocoa Brown	$

Hard Materials	Price per bag for Seminole Chips	$

Price per ton for Seminole Chips	$

Price per ton for 3”-5” River Jack	$

58

58

8

10

500

500

Seasonal Color	Annual flower installed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.

Bed preparation and installation per 4.5” pot	$

Bed preparation and installation per 1 gallon pot	$

Supply and install 8” to 10” hanging basket	$

Assemble 20” to 36” diameter floral pot with centerpiece plant	$
2.25

7.00

22.50

75.00

Sod (St. Augustine)	Turf reparation includes removal and disposal of old material and re-grading affected area prior to installation of new sod.

Square foot price for quantities less than 1,000 square feet	$ Square foot price for quantities between 1,000 and 3,000 square feet	$ Square foot price for quantities between 3,000 and 10,000 square feet	$ Square foot for price quantities greater than 10,000 square feet  $
1.40

1.20

1.10

1.00
Irrigation	Irrigation services, which fall outside of the contract, will be provided on a per hour basis. Parts will be provided at list, less a discount. Contractor may be required to provide a copy of purchase invoice.

Irrigation Technician per hour	$  55

Irrigation Laborer per hour	$	50

PVC parts	List less  25 %
Non PVC parts	List less
15 %

Valves, Clocks and any part over $300.00	List less 10

4 inch Groundcover:	< 50 plants	$	
	50 - 100 plants	$	
	100 - 250 plants	$	
	> 250 plants	$	
1-gallon Plant Material:	< 50 plants

50 – 100 plants	$

$	
	100 – 250 plants	$	
	> 250 plants	$	
3-gallon Plant Material:	< 50 plants	$	
	50 – 100 plants	$	
	100 – 250 plants	$	
	> 250 plants	$	
7-gallon Plant Material:	< 50 plants	$	
	50 – 100 plants	$	
	100 – 250 plants	$	
	> 250 plants	$	
15-gallon Plant Material:	< 25 plants	$	
	25 – 50 plants	$	
	50 – 100 plants	$	
%
65

45

2,800

130

2.95
2.85

2.75
2.50

7.00

6.50

6.25

6.00

17.00

16.00

15.00
14.00

52.50

50.00
48.00

46.00
170.00

160.00

150.00

30-gallon Plant Material:	> 100 plants

< 25 plants	$	140.00
$	295.00	
	25 – 50 plants	$	280.00	
	> 50 plants	$	270.00	
45-gallon Plant Material:	< 25 plants	$	625.00	
	25 – 50 plants	$	595.00	
	> 50 plants	$	585.00	
65-gallon Plant Material:	< 25 plants	$	875.00	
	25 – 50 plants	$	850.00	
	> 50 plants	$	830.00	

Providing exceptional landscape services to partners across the state of Florida.

United We Grow!

Uniting partners through exceptional landscape services

REQUEST FOR PROPOSAL NUMBER 2024-100
LANDSCAPE/GROUNDS MAINTENANCE SERVICES

PROPOSAL CONTENT

Cover Letter
Personnel
Experience
Understanding Of Scope Of Work
Financial Capability
Proposal/Price
Affidavits And Acknowledgements

Dear Rolling Oaks CDD Board of Directors:

We appreciate the opportunity The Rolling Oaks CDD has given us to submit a proposal for the landscape grounds
maintenance.

We at Weber/Continuum pride ourselves in building long-lasting relationships with our clients by consistently delivering excellence in quality and service.

Through the years, our management teams have improved production techniques and processes, allowing us to deliver outstanding value to high profile properties such as 4 Star resorts like the Rolling Oaks CDD.

We understand Central Florida landscapes, as well as the importance of proper communication and consistent follow-
through to achieve goals.

We invested over 85 hours measuring, evaluating, and thoroughly walking The Rolling Oaks CDD to fully understand the scope and boundaries. Our estimating process is proven to minimize the learning curve of taking on a new project, providing accurate production rates for each service to assure proper and efficient execution of all contracted services is achieved.

We are a full-service landscape contracting provider with the ability to handle all your landscape needs in-house. Our Arbor Care and Enhancement division teams support our Maintenance department to fulfill contract obligations and any other services that may arise through the year.

We look forward to the opportunity to partner with you and make The Rolling Oaks CDD a flagship property in Central Florida.

Enclosed please find our proposal package, do not hesitate to contact us if you should have any questions. Thank you for your consideration.

Miguel Botto
Director of Exterior Services

PERSONNEL
Service Team Organizational Chart

Rolling Oaks CDD District Manager

Tricia L. Adams

Rick Smarz (Account Manager)

Weber/Continuum Managers

Kim Johnston (Administrator)
Kirk Hestand
(Arbor Care/Construction Manager)

Garrett Dollar
(Operations Manager)

Weber/Continuum Team Leaders

Mow Team (5)

Detail Team (3)

On Site Supervisor (Weed Control)

Jeff Richards (L&O
Technician)

Kyle Brower (Irrigation Technician)

Personnel Bios
Miguel Botto - Director of Exterior Services
A 32 year career in the green industry paired with education in Business Management/Horticulture Concentration from NC State University gives Miguel a clear understanding in serving others and allows him to lead and inspire Team members to deliver consistent quality and service to our customers. In Orlando since 2004, Miguel has served high profile customers to include the Ritz Carlton, the Grand Cypress Resort, Marriott Vacation Club properties among
other resorts. Miguel’s responsibility is to cultivate and nurture lasting relationships by providing honest, efficient, and deliberate quality services in Florida.
Kirk Hestand – General Manager
With 35 years in the green industry, and a degree in Environmental Horticulture form Florida Southern College, Kirk oversees our Winter Haven operation. Kirk also provides leadership to our Arbor Care and Construction departments. Kirk’s experience extends from a Nursery owned and operated business to managing large landscape contracting operations throughout the South East. Being in Florida for over 20 years has given him the experience to clearly understand what it takes to manage Florida landscapes. Kirk’s ability to build relationships has helped in building a solid reputation and longevity in the our business.

Rick Smarz – Account Manager
A Florida native with over 20 years in the landscape industry after graduating with a degree in Landscape Technology from Lake City in North Florida, Rick has honed his skills in landscape management, design, irrigation management, and pest control serving both commercial and government
Clients. Rick’s personality is a great fit to inspire teams to perform to contract specifications and provide solutions to any situation. Rick’s experience with Baseline irrigation systems will bring an added benefit to the Rolling Oaks CDD.

Alan Hirschfelder – Technical Services Manager
(L&O and Irrigation)
With over 20 years in the green industry Alan has held multiple responsibilities in our business and is currently the Technical Services Manager.
His vast knowledge and experience in account management, horticulture, landscape installation, irrigation and management has made him a true asset for Weber/Continuum.
As the CPCO License holder he is responsible for keeping our spray technicians and other employees up to date on all proper licensing and current best practices. Alan is a detail-oriented industry expert who works with an enthusiasm that fosters confidence and pride in others.

Garrett Dollar – Operations Manager
In the green industry over 15 years, Garrett’s horticultural knowledge along with production skills are paramount to delivering contractual commitments and solutions to our Clients. Garrett responsibility is to manage our service teams to stay on task on a weekly basis and adjust as necessary to provide the best quality and service in the market.

Kyle Brower – Irrigation Technician

Kyle has been in the green industry since his teenage years holding different responsibilities in the business. His drive and thirst for knowledge placed him in our irrigation department. Kyle currently manages properties with advanced irrigation systems and has a keen understanding of water management. Kyle’s horticultural knowledge and solution-based approach to irrigation translates in healthy landscape while minimizing cost.

Weber/Continuum CFL Locations

EXPERIENCE

Our Philosophy

Weber/Continuum’s core business is landscape maintenance. Our unwavering focus – doing one thing and doing it well - has allowed us to refine our processes to offer comprehensive best in class service to our Clients. Additionally, our extensive experience in design and construction enhance our approach to maintenance and offer added value to Clients by providing solutions to the ever- changing needs of properties as they mature and evolve over the years.
We have developed standardized systems and process to consistently deliver quality by putting our people as close to our clients as possible and ensure that resources are in place to serve our Clients needs consistently.
Weber/Continuum’s strategically-controlled growth and well-managed operations have enabled us to grow consistently and profitably, providing financial strength to continue to nurture relationships with Clients who believe in long term partnerships.
Monthly Site Audits - Keeping Score!
We know that keeping score provides best results as it holds ourselves accountable. Our Account Managers perform monthly landscape inspections and provide you with a document including pictures of areas of the property. This report provides a view in time showing our results as well as any opportunities for improvement. Monthly Site Audits are a great training tool in teaching our Team members to develop an eye for quality and detail.

Projects
Over 25 years serving Central Florida
Landscape Management
Lawn & Ornamental Fertilization and Pest Control
Irrigation Management and Water Conservation
Arboricultural Care
Landscape Design & Construction

A few projects previously awarded:
OMNI Resort at Champions Gate since 2010 with $400,000 in annual contract revenue
Champions Gate CDD awarded in 2012 with $375,000 in annual contract revenue
Reunion West POA awarded in June of 2023 with $1,000,000 in annual contract revenue

Weber/Continuum are proud to be able to build longevity with our Clients. The continued renewal of our work year over year is a testament of our commitment to deliver on our promises. The systems and processes in place are the foundation of staying on task with an unwavering commitment to quality and service.
References

OMNI Champions Gate
Jorge Aldave – DOE
(210) 800-3986
jorge.aldave@omnihotels.com

Champions Gate CDD Evan Fracasso - Senior PM (614) 361-7677
efracasso@championsgate.com

Reunion West POA
Aura Zelada - Community Manager
(706) 341-7055
manager@reunionwestpoa.com

UNDERSTANDING SCOPE OF WORK

Estimating

Weber/Continuum is known for developing cost effective landscape management programs that enhance the curb appeal of the property within a reasonable budget. Through the years, our management teams have improved production techniques, and processes, which allow us to deliver a combination of outstanding service, quality and value.

Weber/Continuum’s ability to offer the Best Value to our Clients is due to a scientific approach to our Estimating Process. Our teams spend many hours and, in some cases, days doing a physical take off of the property we are about to estimate.
The time spent upfront allows us to understand in detail what it will take to perform the services
required to deliver fantastic landscapes and outstanding customer service.

Once the project’s cost has been estimated, and the job has been activated, we applied Production
Planning techniques we have been using and improving over the years.
The combination of proven production techniques and exceptionally trained employees delivers excellent service and allow us to pass the savings we realize to our Clients.

Estimating (continuation)
A clear understanding of the property boundaries, the required scope of work, and proper measurements deliver a successful estimate. Good estimating is the best recipe to delight our Clients. All we must do is execute the plan.

Comprehensive Water Management

A Horticultural approach to water management focuses on putting the right amount of
water in the right locations at the right time.
Over the past years Weber/Continuum has worked diligently in complying with watering restrictions, and therefore has developed proper water management techniques to properly handle the landscape needs through the seasons.
At Weber/Continuum is not just making sure that water is going through the pipes, it is a clear understanding of what our landscapes need in every season. Growing deeper root systems in the Florida winter allows for healthier plant material and turf during the growing season.

Pruning Practices
Proper pruning techniques is a must to develop healthy and lasting landscapes. Our teams are properly trained to deliver on best practices.

Horticultural Services

Horticultural services are almost invisible by our Clients while being performed. The results show extremely well when perform timely and consistently. Accurate application reports provide our Clients with piece of mind.

Weber/Continuum follows contracted scope for all lawn and ornamental services, while staying up to date on new products and best practices. Our IPM program is second to none, as we know that it is an investment to our quality.
Design Capabilities
Our Results

FINANCIAL CAPABILITY

Who We Are

Weber/Continuum is a national full-service, single source solution for interior and exterior facility operations with locations in 7 states including Florida, Ohio, Indiana, Tennessee, Missouri, Michigan, and New Hampshire. Continuum Services is a 50+ million-dollar service provider with a national team of over 3,000 employees.

Our Exterior Services division executes over 30 million in contracted landscaping services each year, providing Clients with superb quality and customer services. Our ability to perform year over year rewards us with a high renewal rate in the industry, building strong partnerships with the foundation on doing what is right. We are your local landscape service provider powered by Redico’s financial strength, strong processes, and disciplined training.

REDICO (Real Estate Development and Investment Company), our parent company, is a trusted leader across a variety of national real estate arenas. Our success is powered by an innovative, ambitious approach to diversification, coupled with a long-standing foundation of experience, stability, and respect.

The combined experience of our leadership teams allow us to recruit and invest in the best talent in each market and provide them with the necessary resources to consistently deliver to our Clients.

Financial information available upon request.

Current Assets
Providing proper resources is the key to efficient operations, providing success to our Teams.

Assets	
Qty in Florida	
Company Total	
Isuzu NPR Mow/Detail	31	48	
Ford Trucks	2	27	
Isuzu Landscape Truck	3	3	
Landscape Trailer	6	13	
Irrigation & Spray Vehicles	11	18	
Utility Vehicle	18	32	
Arbor Care (includes lift and grapple truck)	7	87	
Vehicles – Mgt/AM/OM	12	25	

Small Power Equipment		
String Trimmer	36	
Stick Edger	48	
Backpack Blower	65	
Mowers	63	
Chain Saw	24	
Tiller	6	
Hedge Trimmers	38	
Street Blower	8	

Insect/Pest Management Equipment
50 Gallon Spray Units	8
Z Spray Units	6
Fertilizer Spreader Units	16
Vortex Fertilizer Spreader	2

PROPOSAL/PRICE

AFFIDAVITS AND ACKNOWLEDGEMENT

Notarized Documents

We appreciate your consideration and look forward to partnering with you to provide best in class landscape management service.

Landscape Maintenance Services Proposal
prepared for
ROLLING OAKS CDD

November 07, 2023
EXHIBIT 2 - FEE SUMMARY ROLLING OAKS CDD

Contractor: Yellowstone Landscape- Southeast, LLC	Property: Rolling Oaks CDD

Address: 1773 Business Center Lane	Address:  219 East Livingston Street
Kissimmee, FL 34758	Orlando, FL 32801
Phone: 407-396-0529	Phone: 407-841-5524
Fax: 407-396-2023	Fax:
Contact: Nicole Ailes	Contact: Tricia L. Adams
nailes@yellowstonelandscape.com	GMS Central Florida
Dates:  1/1/2024	through 12/31/2024

	2024
JAN	2024
FEB	2024
MAR	2024
APRIL	2024
MAY	2024
JUN	2024
JUL	2024
AUG	2024
SEP	2024
OCT	2024
NOV	2024
DEC	
TOTAL	
GENERAL SERVICES
(Schedule A)	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
12,097	
$145,164	
TURF CARE
(Schedule B)	
500	
500	
500	
500	
500	
500	
500	
500	
500	
500	
500	
500	
$6,000	
TREE / SHRUB CARE
(Schedule C)	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
1,750	
$21,000	
*BEDDING PLANTS
(Schedule D)
0 Units													
$0	
*BED DRESSING
(Schedule D)
1,000 Cubic Yards										
58,896			
$58,896	
PALM TRIMMING
(Schedule D)
86 Specimen Date Palms		

12,756				

14,724		

12,756
33,876				

14,724	

$88,836	
207 Washingtonia Palms														
705 All Other Palms														
IRRIGATION MAINT.
(Schedule E)	
975	
975	
975	
975	
975	
975	
975	
975	
975	
975	
975	
975	
$11,700	

TOTAL FEE PER MONTH:	
$15,322	
$28,078	
$15,322	
$15,322	
$15,322	
$30,046	
$15,322	
$61,954	
$15,322	
$74,218	
$15,322	
$30,046	
$272,700	

AN AVERAGE OF ALL FIVE YEARS PRICING IS TO BE CONSIDERED WHEN AWARDING POINTS FOR PRICING - THE INITIAL TERM AND THE FIRST, SECOND, THIRD, AND FOURTH ANNUAL RENEWALS.

TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIRST YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) SECOND YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) THIRD YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FOURTH YEAR TOTAL ANNUAL FEE (Schedules A through E except Bed Dressing) FIFTH YEAR

$ 272,700.00
$ 280,884.00
$ 289,308.00
$ 297,996.00
$ 306,936.00

*Bedding plants and bed dressing are only installed with written permission and
the District may forgo installation and commensurate costs of bedding plants and bed dressing for any length of time; Due to potential variance in estimated quantity for annual mulch installation, this item will be reviewed separately with unit costs and is not included with total annual fees.
TRICIA ADAMS

ASSISTANT DISTRICT MANAGER, GMS

219 East Livingston Street Orlando, FL 32801

Re: Landscape Maintenance Services Proposal for Governmental Management Services

Thank you for considering a partnership with Yellowstone Landscape as your landscape maintenance service provider. Our proposal has been created to address the specific needs and expectations you have expressed for Rolling Oaks CDD. We call this your Plan for Success because our integrated service plan has been designed to give you a landscape that you can be proud of.

Within your Plan for Success please make special note of the following sections:

Personnel: Our personnel and capabilities are highlighted in this section. We've included information about our company, an organizational chart of your local Yellowstone Landscape team, resumes for the individuals who will oversee your property, and a letter that breaks down our staffing levels and our plan to service the property.
Experience: This section includes project pages of some of our local projects and a list of references. Please feel free to reach out to any of your references.
Scope of Work/ Maintenance Plan: This section starts with an example site audit report. This highlights some of the things and areas we'd like to improve at the property. This section also includes our 30-60-90 Day service plan for the property, and a 12-month task calendar that outlines what services you'll receive each month.
Financial Capability: Information on our company's financial standings, as well as our various licenses and certifications.
Pricing Forms: Pricing forms for all CDD areas. We've also included all required signature forms and addendum acknowledgements.

If you have any questions after reviewing our proposal, please contact me at any time. We welcome the opportunity to provide you any further details about our firm’s commitment to delivering a landscape that you will be proud of.

Sincerely,
Nicole Ailes, Business Development Manager
Yellowstone Landscape

nailes@yellowstonelandscape.com 559.977.4719

Rolling Oaks CDD

PERSONNEL

•,.:,
YELLOWSTONE
LANDSCAPE

Yellowstone Landscape began in 2008 with the unification of established, independently successful regional landscape companies.
We've been linked by a common goal to better serve our clients, sharing decades of experience in landscape maintenance, landscape design and installation, and tree care services.
As one of the landscape industry's fastest growing and most awarded commercial landscaping
companies, we are proud to erve more than three thousand client properties from our local branch facilities, across the South, Southwest, and Midwest.
We offer a uniquely comprehensive suite of services and expertise, allowing us to partner with our clients at any stage in their landscape's life cycle. From
a landscape design idea on a computer screen, to a mature and thriving landscape in the ground, Yellowstone Landscape is the only commercial landscaping partner you'll ever need.

  ."'-	3

Trusted by Clients Across the Country
..,.t;,,
YELLOWSTONE

Yellowstone Landscape serves our clients from local branch locations across the South, Southwest, and Midwest United States.
Our talented Landscape Professionals are experts in their local areas, delivering excellence in commercial landscape maintenance, installations and enhancements, tree care, and snow & ice services.
These local operating teams are supported by the collective strength of a national leader in commercial Landscaping services.
And we empower our local leadership to make decisions in the best interest of our clients
and their properties. No excuses, no calling headquarters for approval, no corporate red tape. Just do what's right.
Working safely. Providing great service to our clients. Taking pride in our work. Building lasting partnerships with our clients.
'That's how we've become the trusted commercial landscaping partner of choice to our valued clients across the country.

  ."'-	4

Industry Recognition
... t;,,
YELLOWSTONE
LANDSCAPE

Ouclirents' properties have earned dozens of	ational Landscape Awards of Excellence, the highest honor given in the professional landscape indusLry. They've been recognized as some of Lhe most outstanding commercial landscaping projects in the country. Below is a partial listing of our award-winning projects:

Rockstar BMX Park; Houston, Texas; 2020
Old Palm; Palm Beach Gardens, Florida; 2019 The Peninsula; Charlotte,	orth Carolina; 2019 Emory Johns Creek Hospital; Atlanta, GA; 2019
Del Webb Lake Oconee; Green boro, Georgia; 2018 Mesa Del Sol; Albuquerque, New Mexico; 2018 Hermann Park; Hou ton, Texas; 2017
Walton Riverwood; Atlanta, Georgia; 2017
Swan and Dolphin Resort; Orlando, Florida; 2016 Cane Island Amenity Village; Hou ton, Texas; 2016
Tradition; Port  t Lucie, Florida; 2015
Rob Fleming Park; The Woodlands, fexas; 2014 AAA Headquarters; Orlando, Florida; 2013 Technology Park Atlanta; Atlanta, Georgia; 2013
Boeing 787 Facility; Charleston, South Carolina; 2012
Waldorf Astoria Re ort; Orlando, Horida; 2012 Grand Haven; Palm Coa t, Florida; 2011
Fleming Island Plantation; radu on iUe, Florida; 2010 Hammock Beach Resort; Palm Coast, Florida; 2008
Reunion Resort & Club; Orlando, Florida; 2007

  ."'-	5

Proud to Serve Orlando
t;,,
.'(
YELLOWSTONE
LANDSCAPE

Excellence in Commercial Landscaping for Your Orlando Area Properties
Yellowstone Landscape is proud to serve Central Florida's commercial landscaping needs from two branch locations in Orlando. With
more than 250 local employees, we're one of the largest and most awarded commercial landscape service firms in the greater Orlando area.
We offer landscape design, landscape installation, and landscape maintenance services
to some of the area's most beautiful homeowner association , resorts and hotel , city and county governments, master planned developments, corporate campuses, commercial office parks, schools, universities, hospiLals, apartment communities and retail shopping centers.
Our servic Learns are ready to provide you with Orlando's most professional and responsive commercial landscaping services, always tailored to your needs and expectations.

Orlando-North Offices
2809 Forsyth Road Winter Park, FL 32792 407.814.2400
Orlando-South Offices 1773 Business Center Lane Kissimmee, FL 34758
407.396.0529

  ."'-	6
Services for Public Sector Clients
... t;,,
YELLOWSTONE
LANDSCAPE

We are proud to serve Public Sector clients across the South, and to be a part of some tremendously successful projects beautifying our local communities. We understand the challenges that local governments and agencies face in managing their public green spaces.
Public parks, trails, and treetscapes create unique opportunities to enrich the lives of your community's residents. Investing in professional landscape service. delivers a con istently high­ quality appearance, and does so at a lower cost than in-house ground maintenance ervices.
Our professional landscaping services offered to Public Sector clients include award-winning
Landscape Design and Installation teams, ready to deliver beautiful landscape enhancements and installations. When we continue to maintain the project for you, we cane en extend our normal warranty on installed plant materials.
We'll also work with you to identify any possible liabilities or hazard in your community' public spaces. With services like raising tree canopies and making sure drains are kept dear of debris, our Landscape Profe sionals partner with you
to keep your residents safe from hazards. And, in case of a natural disaster or extreme weather event, our crews will be there to assist with clean up after the storms have passed.

  ."'-	7

Services for Resort Communities
f;,,
.'(
YELLOWSTONE
LANDSCAPE

Your resort community's landscape should enhance the experience of your residents and their guests. Yellowstone Landscape offers specialized levels of service to our resort community clients aimed to achieve this goal.
Our resort community landscape service plans are designed to keep your property manicured to your expectations without inconveniencing or disturbing your residents and guests.
Resort community service teams are trained to take great care to get the details right, while being ever mindful of your residents' expectations. Coordinated, consistent service
scheduling ensures that our service teams have your resort community looking its best when
your residents are ready to take advantage of the property's amenity feature areas and explore the community ground .
We take great pride in the appearance of your landscape and focus on creating welcoming and relaxing spaces. Our professional design and installation services will help you create beautiful arrival areas to welcome guests and relaxing spaces throughout your property's landscape for everyone to enjoy.
We understand your challenges, needs and expectations and we have the experience to deliver the landscape appearance your resort community deserves.

  ."'-	8

Committed to Safety
..:.f;,,
.'(
YELLOWSTONE
LANDSCAPE

Yellowstone Landscape has made safety our number one priority. We know that we are equally responsible for the safety of our
employees, and our clients' residents, employees, guests and their property.
Our commitment to safety includes providing a safe, healthy work environment, kept free from hazards. Whether starting or ending the day
at one of our branch locations, traveling over the area's roadways, or at a client's work site, all Yellowstone Landscape employees are Lrained
to behave professionally and remain alert to all potential safety hazards they may encounter.
Our Commitment to Safety includes:
	ew Employee Training on Safe Operating Procedures
Strict Compliance to All OSHA Regulation
Weekly Tailgate Talks Conducted with All Field Service Teams
	Annual Safety Rodeos with Industry Safety Experts
Dedicated Safety Officers in Each Branch Location
	Mandatory	se of Appropriate Personal Protective Equipment (PPE) at All Times

Environmental Stewardship
f;,,
.'(
YELLOWSTONE
LANDSCAPE

As a leader in the landscaping industry we have an added responsibility to be good stewards of our natural resources. We also understand that many clients have become keenly aware of the need to reduce their environmental impact.
Our initiatives toward responsible environmental stewardship include:
Integrated Pest Management: 1PM Programs use a combination of targeted management tool rather than broad blanket applications to create an environment free from pests and disease.
Innovation Irrigation: This includes smart controllers, rain sensors, micro irrigation
and drip irrigation to eliminate water waste, integrating recycled water intakes where natural sources are available.
Reducing Carbon Emissions: EFI equipment used by our service personnel reduces our fuel consumption by 25% compared with traditional outdoor power equipment. Our firm's EFI equipment purchases over the past 6 years have dramatically reduced greenhouse gas emissions over previously used carbuerated models.
Drought-Tolerant Plants & Trees: Installing the right plant material for your property's environment reduces the water consumption necessary for your plants and tree to thrive.

Our People. Your Partner.
f;,,
.'(
YELLOWSTONE
LANDSCAPE

At Yellowstone Landscape, we know that our people are what have made us the company we are today.
Our 2500 Full Time Landscape Professionals include industry veterans, many with more than 20 years of experience providing professional landscape services. We also recruit and hire some of the brightest young talent in the industry, recruited from the nation's finest colleges and university Horticulture and Agronomic programs.
We're proud that over 75% of our management staff hold advanced degrees and certifications related to their current position' responsibilities.
Our training programs reach far beyond our industry's Best Practices. We conduct ongoing afety Training for our crews, to guarantee that they're working safely for you. Members of our management staff receive formal Customer Service Training, teaching them how to understand your expectations and communicate with you effectively and professionally.
We're proud of our people. We want you to be proud of your landscape service partner.
Principal Officers
-I,
.'(
		YELLOWSTONE
L A N D S C A P E

Our Leadership Team is committed to making Yellowstone Landscape the premier commercial landscape service company in the United States. We bring that excellence to bear on behalf of our clients through industry-leading investments in safety, training, and information systems.

Harry Lamberton was named President and CEO of Yellow tone Landscape in May of 2023, after joining Yellowstone in January of 2022 as President. As CEO, Harry leads and drives Yellowstone's strategy continued growth, quality service, focus on safety, and maintaining a great place to work for all employees, applying expertise gained from over 20 years ofleading environmental and sustainability businesses at Waste Management. Harry continues to be active in broadly supporting sustainability and the environment by serving on the Conference Board's Global ustainability Centre's Advisory Board, the Board of Directors of the Sustainability Institute at the University of	ew Hampshire and the Board of Directors of Friend of the Chicago River. Harry holds a BA from the Univer ity of	ew Hamp hire and an MBA from the Goizueta School of Busine	at Emory University.

Timothy (Timo) Sherman serve as Chief Financial Officer of Yellowstone Landscape with oversight over all Finance, Accounting, IT, and Procurement functions. He has led the financial analysis team since 2018, focusing on excellence in planning, forecasting, budgeting, analysis, acquisition planning, due diligence, closing and initial integration management, and any other areas requiring financial evaluation and insight. He first worked in landscaping as a construction project manager, then account manager and branch manager for Cornerstone Landscape, which was acquired by Yellowstone in 2012. Timo holds a BS from the Fisher School of Accounting at the University of Florida and an MBA from Jacksonville University and has experience in Staff and Cost Accounting.

Tim Portland has led Yellowstone Land cape to record safety, customer satisfaction, growth, and overall business performance since joining the company in 2012 as CEO. In May of 2023, he moved to Executive Chairman, where he is highly active and engaged within the company and supporting the company's executive leadership. Prior to joining Yellowstone, Tim was the CEO of United Subcontractors, a leading installer of building products. Over a ten-year period, he was the President of several divisions of Scotts Miracle-Gro, including the Or tho and Roundup brands, Scotts LawnService, and Scott's International Professional business. Tim holds an MBA from the University of Virginia's Darden Business chool and an undergraduate degree from Dartmouth CoJlege.

Jim Herth became Yellowstone Landscape' Vice President of Bu ine s Development in 2014, after joining the company in 2011 as a Branch Manager. "Coach" Jim is responsible for Yellowstone's industry-leading sales team, a critical component of Yellowstone's superior growth and track record with customers. A twenty-five-year industry veteran with a track record of managing multiple branches, delighting customers, and delivering profitable growth, Jim is a licensed Arborist and holds a Bachelor's degree from Siena Heights University.
YOUR SERVICE TEAM
Our Leadership Team is committed to making Yellowstone Landscape the country’s premier commercial landscape service company and to bringing that excellence to bear on behalf of our clients through industry-leading investments in safety, training, and information systems.
Your Local Yellowstone Landscape Professionals are led by:

Landscape Maintenance Services Proposal	13

	As the branch manager of our Orlando-South branch, Pete is responsible for overseeing the location's current and upcoming projects. He coordinates operations, which includes personnel, equipment, safety regulations, plant material and other resources. He works with each project to maintain the highest quality landscape and ensures team delivers a high level of customer service and engagement.
Pete brings his extensive horticultural education and years of green industry experience to the Orlando-South location of Yellowstone Landscape.		

Education		Pemtsylvattia State University, State College, PA
Bachelor of Sciences -Landscape Contracting, School of Agriculture

Brattclt lanager, Yellowstone Landscape - Kissimmee, FL June 2022 - present
Responsible for landscape maintenance and installation operations, works
with all plans and specifications for each project and has extensive knowledge of the budget and service expectations, hires and coordinates landscape management crews, balances the workload and materials needed for each project, maintains up-to-date roster of all personnel and job activities, identifies equipment and resources needed for each project, assures that preventive maintenance is performed on all equipment, and conducts regular inspections of in-progress projects.

Regi01tal Sales"Alanager_,. Yellowstone Landscape -Austin, TX 2020 - May 2022
Responsible for managing Yellowstone Landscape's sales team across Arizona,
Nevada, New Mexico, and Texas. Provided sales leadership for 30+ Business Development Managers within their assigned territories to ensure they were growing their local branches and meeting or exceeding their budgeted growth. Other duties include client relations, marketing, staff evaluation and development, estimating, and contract administration.

B11.si11-ess Development }.fanager, Yellowstone Landscape -Orlando, FL 2016 -November of 2020
Responsible for developing and maintaining new and existing relationships in
the Central Florida Market. Responsible for meeting or exceeding annual	

Relevant
E =perienc			

growth goals for local branches. Other duties include networking, estimating, proposal development, CRM management, training/development of Yellowstone employees, and landscape site assessments with customers.

Senior Accomit Ianager, Valleycrest/Brightview Landscape- Orlando, FL 2010-2016
Arranges, schedules, and directs daily landscape services, ensures peak
efficiency of each project, ensures delivery of high-quality projects and services to clients, establishes long-term relationships with clients, identifies opportunities to enhance client properties, conducts field-safety training and encourages safety procedures, conducts ongoing operation training, and maintains regular communications with clients.

As an Account Manager, Flores is responsible for coordinating, implementing, and maintaining landscaping operations. Flores also plans and manages installation projects, ensuring that clients are always kept informed about the project's status. Due to his extensive background in landscape maintenance, Flores is knowledgeable in irrigation maintenance, turf and shrub fertilization, and turf and shrub pest control.

Skills & Abilities
Best Management Practices (Florida Green Industries), Landscape Design & Installation, Landscape Maintenance Plans, Nutrient Application, Pest Management, Irrigation Systems, Troubleshooting, Communication, Client Relations, Project Management, and Leadership

Rele ant
E perience
Accomit "Alan.ager, Yellowstone Landscape- Kissimmee, FL 2017-current
Planning and scheduling field operations, manage mow and detail crews,
communicating with clients, selling enhancement services, assisting in training and employee development, ensuring a safe work environment for employees. Property experience in homeowner associations, resorts, apactments, commercial, and governmental.

Producti01t Afanager_, BrightView-Orlando, FL 2010-2016
Supervised landscaping crews to ensure all duties are performed safely and efficiently, assigned tasks to crew members, and oversaw quality control.

Account "Alanager, PROScape, Inc.- Orlando, FL 2000-2010
Planning and scheduling field operations, manage mow and detail crews,
communicating with clients, selling enhancement services, assisting in training and employee development, ensuring a safe work environment for employees. Property experience in homeowner associations, resorts, apartments, commercial, and governmental.

16

Training &
Certifications

Relevant E;\.J>erience
As the irrigation manager of our Orlando-South branch, Gary is responsible for overseeing the location's current irrigation technician staff. Gary coordinates with the branch manager and account managers to schedule all irrigation inspections for the branch's properties.

University of Florida Center for Training Research and Education: Back Flow Prevention Certification, 2-Wire System Installation and Troubleshooting, Irrigation Systems Design, Low-Voltage Lighting Design, Installation, and Repair, Cla-Val Troubleshooting Repair and Adjustments, PSI Pumping Systems, FieldNET Repair and Adjustments, Hydraulics for Pumping Systems, Repair, and Adjustments, Toro Central Control Network LTC, Osmac, Rain Bird Maxicom, and 2-Wire System, Hunter & Rain Bird Installation and Troubleshooting

Irrigation tanager, Yellowstone Landscape -Kissimmee, FL 2020 - present
Responsible for training and scheduling of irrigation maintenance
personnel, scheduling of service and repairs of irrigation equipment, and managing irrigation supply inventory, supporting irrigation team by assisting with monthly irrigation inspections at properties, submitting proposals for irrigation repairs, and resolving emergency irrigation issues.

Irrigation Supervisor, ProScape Inc.-Orlando, FL 2004-2019
Responsible for training and scheduling of irrigation maintenance
personnel, scheduling of service and repairs of irrigation equipment, and managing irrigation supply inventory.

Irrigation S11perintende1tt, Hunters Creek c.a. Orlando, FL
1991-2004
Responsible for monthly irrigation inspections at all properties, submitting proposals for irrigation repairs, and resolving emergency irrigation issues.

17

YELWWSTONE
L A N O  S C  A  P E
407.396.0529 tel
407.396.2023 fax

1773 Business Center Lane Kiss·mmee, FL 34758

www.yeJlowstonelandscape.com

November 7, 2023

Trisha Adams
Government Management Services 219 East Livingston
Orlando, Florida 32801

Re: Approach to Landscape Maintenance Services for Rolling Oaks Community Development District

Dear Ms. Adams and Board,

In the following document we will break down our landscape approach to services for Rolling Oaks Community Development District. We want you to understand how our crews work, who is responsible for what within our company, and how we will service the areas identified within the RFP. Yellowstone Landscape's extensive experience in production planning allows our teams to develop a program that will ensure that all tasks outlined in the RFP will be performed timely and consistently. All the tasks and teams will be managed by our account manager who will be your main point of contact within Yellowstone Landscape.
This account manager will make sure outstanding quality and customer service are delivered.

Project Apprnach Breakdown
	Mow/Detail Team - During the growing season, a team of 4 crew members, including a crew leader, will service Roling Oaks CDD two days per week Crew size could vary to balance workload depending on the season and status of installation for future areas. At the encl of the day, we are a quality-based company and will always do what is right to create a successful partnership with your team.
Mowing (St. Augustine, Zoysia, Bermuda, and Bahia- 40-42x/year)
Mowing, edging, string trimming, and blowing off all turf and hardscape areas.
40" and 52" standing mowers and 60" riding mowers will be utilized to perform mowing functions.
String trimming of all signs, obstacles, and extreme banks where mowers cannot access will be done on each visit when needed.
Litter removal
Detail/Pruning/Weed Control (18x/year)
Hand-pruning and shearing
Hand-pulling of weeds
Non-selective weed control with round-up
All our account managers, crew leaders, and crew leads have spray licenses
Blowing off property after trimming
Litter removal
Palm Tree Trimming (1-2x/year)
All palms on property will be trimmed in accordance with the scope of work.
A separate arbor crew will be utilized to trim all palms.
Pest Control Services (12x/year)
	All applications will be applied by a certified technician and monthly reports will be. supplied after completion.
All turf, shrubs, trees, and palms will be h"eated monthly following the detailed applications outlined in RFP scope of work.
An Integrated Pest Management program will be always followed.
In-igabon System Maintenance (12x/year)
Locations will be inspected monthly by a trained irrigation professional.
¼ of the property wi!J be inspected each week.
	Inspections will include locating/flagging broken and damaged parts and valves, testing clocks, adjusting programs, adjusting pop-up and rotors for water coverage, and cutting around pop-ups that are restricted due to grass cov ·ing them.
Account Manager
	Full-time managers who will supervise and oversee all aspects of maintenance by our crew members.
Main point of contact
Will communicate any issues with the property and any scheduling conflicts.
We are utilizing a tool called Site Audit which we can take pictures, make notes, and assign tasks to specific people within our company. It has been a highly effective tool and our customers are raving how much this improves communication and takes a pro-active approach.
	Account managers meet weekly with our branch manager to go over scheduling and adjustments that may be needed. We work together as a team to make sure our customers receive the best service and our crews stay on task.
Will provide weekly checklist of maintenance activities completed.

Please let us know if you have any questions about our scope of services or landscape approach. We- are very excited a bout the potential opportunity!

Sincerely,

Pete Wittman Branch Manager
Yellowstone Landscape pwittman@yellowstonelandscape.com 407-319-8298

EXPERIENCE

FEATURED	PROJECT

Legacy of Leesburg
.,t;,
YELLOWSTONE
L A  N  D  S  C  A	E

LOCATION
Orlando, Florida

CLIENT
Leland Management

PROPERTY TYPE
55+ Community Association

SERVICES PROVIDED
Landscape Design Landscape Enhancement Landscape Maintenance
Legacy of Leesburg is an active retirement lifestyle community, located 45 minutes from Orlando. The developer's intent is to provide all the modem amenities active adults ex.peel in a home, placed in a selling Lhat encourages thern to explore central Florida's natural beauty.
Toe result is that nearly all of Legacy's 1000 homes have a view of either a natural con ervation area, or one
of the nineteen ponds that dot the community's landscape. With over seven miles of maintained walking
paths along thirteen trails, resident are frequently seen strolling in the shade of the hundreds of ancient oaks.
Legacy is al o home for many types of wildlife. Alligators, bobcats, cranes and other native birds are commonly seen across the community.
The 450 palms are pruned once per year and the annual flower beds, while small in size, do add vibrant pops
of color to Legacy's entrances and clubhouse.

22
FEATURED	PROJECT

Reunion Resort & Club
f;,,
"­
YELLOWSTONE
LANDSCAPE

LOCATION
Orlando, Florida

CLIENT
Salamander Hotels & Resorts, GMS, Aegis Community Management

PROPERTY  TYPE
Resort Commu ity

SERVICES PROVIDED
Landscape Design Landsca e Installation Landscape Maintena ce
Reu,iion Resort & Club is a 2,300-acre master-planned resort community located in Orlando, f.lorida.
Reunion is proud Lo he the only re1-,ort communily in the world thal offers three signature golf courses, designed by golf legends; Jack Kicklau , Arnold Palmer and Tom Watson.
Reuniun's Linear Park, a popular weddrng ve ue, includes strucl ured planting beds and majestic oaks. The five-acre water park- another popular area of the resort, brims with colorful. tropical plants.
Since design and rnstallation began, Yellowstone Landscape has been Reunion's exclusive protessional landscape service partner.
1he resort commumly's landscape maintenance areas include over 800,000 square feet of ornamental beds in addition to the acres of manicured turf, 3,000 tree and over 500 palms.
1he resort's active pecial event schedule requires constant coordination between service teams and Reunion's various property management e tities.
@ 2018 Yellowstone Lend,o,pe • v,,vw.yellowstoneland,cape.co2m3
Yellowstone Landscape I Trilogy- The Cascades of Groveland	Page 54
FEATURED	PROJECT

Creative Village for
The City of Orlando
f;,,
.'(
YELLOWSTONE
LANDSCAPE

LOCATION
Orlando, FL

CLIENT
The City of Orlando

PROPERTY TYPE
Mixed Use Development

SERVICES PROVIDED
Landscape Design Landscape Enhancement Landscape Maintenance

Creative Village i an Innovation District comprised of 68-acre of land owned by the City of Orlando.
The City's goal for the project is to capitalize on the region's recent growth as a technology center, and i currently anchored by new con truction for Electronic Arts, Valencia CoUege, and the Univer ity of Central Florida.
Creative Village's Pha e I development was completed in 2022, representing an approximately $700 milion investment in the area as the future hub of creativity and learning in downtown Orlando.

The project's land cape master plan is centered around Luminary Green Park, a 2.3-acre park that includes a 1-acre great lawn, feature trellis, and and tree-lined promenade. Future plans for the development include
community festivals and events hosted by the park.
Yellowstone Landscape was awarded the initial landscape maintenance and grounds services agreement for Creative Village, largely due to the developer's desire to see the area's
landscape maintained at a resort-level quality with high attention to detail.
C 2023 Yellowstone Landscape • www.yellowstonelandscape.co2m4
FEATURED	PROJECT

The City of New Smyrna Beach
t;,,
.'(
YELLOWSTONE
LANDSCAPE

LOCATION
New Smyrna Beach, Florida

CLIENT
The City of New Smyrna Beach

PROPERTY TYPE
Local Government

SERVICES PROVIDED
Landscape Design Landscape Enhancement Landscape Maintenance
When The City of New Smyrna Beach launched an initiative to promote more tourism to the city, it also requested solicitations from the area's professional landscape firms to
improve and maintain the appearance of city rights of way, including major state and connt y highways.
Yellowstone Landscape wa selected to supply these ervices to the city in 2015 with an initial contract for a 3 year term.
Included in the contract, 1he City of New Smyrna Beach identified a total of
8 eparate area , including a 2.2 mile, paved multi-use trail, and specified unique maintenance standards for each area, placing special emphasis on the City's gateway areas located just off of the 1-95 exit ramps and a
major inter ection leading to the city's business district.
ince the initial award, Yellowstone Landscape's quality of work has led the city to award additional areas, including the city's highly visible
downtown corridor and retail districts.

C 2018 Yellowstone Landscape • www.yellowstonelandscape.co2m5

At Yellowstone Landscape, we pride ourselves on building lasting relationships with our clients. These clients have entrusted us as their landscape maintenance partner and would be happy to speak with you about our firm and the services that we provide for them.

Project Name:
Client Since: Services Provided.
Client Contact In.formation:
Reunion East and Reunion West CDDs
2008
Landscape Design & Installation, Landscape Maintenance Alan Scheerer, Field Operations Manager
407.398.2890
aschee rer@gmscfl.com

Project Name:
Client Since: Services Provided
Client Contact Information•
Westside CDD
2015
Landscape Maintenance, Landscape Design & Installation Andy Hatton, Project Manager
407.841.5524
ahatton@gmscfl.com

Project Name:
Client Since: Se1vices Provided:
Client Contact Information:

Solterra CDD
2016
Landscape Design & Installation, Landscape Maintenance Larry Krause, District Manager
DPFM Management & Consulting, LLC
250 International Parkway, Suite 208, Lake Mary, FL 32746
321.263.0132 e, t. 742
lkrause@dpfmc.com

Project Name:
Client Since· Services Provided:
Client Contact Information:
Stevens Plantation COD 2015
Landscape Design & Installation, Landscape Maintenance Gabriel Mena, Area Field Manager
313 Campus Street, Celebration, FL 34747
754.399.8440
Gabriel.mena@inframark.com

Project Name:
Client Since: Services Provided
Client Contact Information:

Project Name:
Client Since: Services Provided·
Client Contact Information:
Hills of Minneola COD 2022
Landscape Design & Installation, Landscape Maintenance Mark Hills, Property lVIanager
811 Mabbette Street, Kissimmee, FL 34741
407.847.2280
info@myhoasolution.com

NeoCity- Osceola County 2021
Landscape Maintenance and Landscape Enhancements Forrest Osborne, Mowing & Landscaping Superviso1' 407.908.1843
Forrest.osbome@osceola.org

  ."'-	27

Rolling Oaks CDD

SCOPE OF WORK/ MAINTENANCE PLAN

The Yellowstone Difference
t;,,
.'(
YELLOWSTONE
LANDSCAPE

When it comes to commercial landscape service providers, you have choices. Clients across
the country continue to choose Yellowstone Landscape as their landscape service partner year over year for many different reasons.
Are we the right solution for your property?
Our clients have told us time and time again that what sets Yellowstone apart from other landscape firms is not just the award-winning results that we produce for them. They generally identify three reasons they continue to trust us as their landscape service partner.
Communicate:Our clients are never left wondering.	ot knowing leads to frustration, so we confront this is ue head on with our systems that put communication first. Clients have a single, dedicated point of contact. We
provide regular updates about the services
lots of feedback. It's our policy to be honest, tranparent, and responsive at all times and our objective is complete customer satisfaction.
Customized Plans for Success: Detailed service plans before any work begins. Every property we serve has its own unique needs and challenges. Our experienced staff and integrated approach allow us to find tailored solutions that meet both environmental and budgetary constraints. It's our focus to be as flexible as possible and find the exact right solution for every client.
Proactivity: Bring solutions, don't Just respond to problems. Clients should never have to point out something we've overlooked. Our landscape service professionals strive to notice every detail of your property. Procedures, checklists and training all focus on one result - making sure
our customers don't have to manage our work.
we're providin.I and we alwa s welcm

Summary of Observations
◄t
·
YELLO.WSTO. NE

To Ms. Adams and Board of Director

I want to thank you for taking the time to go through this and thank you again for the opportunity. We understand your needs and we want to address some concerns in the photos li ted below.

The following is a summary of our initial observations about the current condition of your landscape. In these pages, we've identified and documented the issues that we've observed in your landscape and noted some of the irnn1ed:iate opportunities for improvement and action tep that we would undertake, should we be awarded the oppmtunity to become your property's landscape 1nai.ntenance partner.

Landscape Maintenance Services Proposal	31
Item 1
Replace irrigation head in turf that is not retracting properly. This will prevent any potential damage from the mowers.

Item 2
Suggest a proposal to replace missing plants along perimeter wall to fill in empty bed space. Check irrigation for proper plant coverage.

Item 3
Suggest a proposal to remove tree stak­ ing kits from trees along right of way.
Trees installed over 1 year should have bracing removed to avoid growth restric­ tions.
ltem4
Propose to have mulch replenished around tree rings that are bare dirt to pro­ vide a more uniform look in the land­ scape beds.

Item 5
Prune back palms to provide separation between the different shrub varieties.

Item 6
Hand pull weeds growing through the landscape beds.
Item 7
Pia nts near security gate appear to be wilting. Check irrigation for proper cover­ age.

Item 8
Hand pull weeds growing through land­ scape beds.

Item 9
Prune back plantings growing over curb­ line.
OUR STARTUP PLAN

This checklist is provided as an outline of the initial tasks that our Landscape Maintenance teams will perform as we begin serving your property. Together, we will check off the tasks as they are completed over the first 30, 60, and 90 days of service, as a way for you to measure our team’s performance.

FIRST 30 DAYS	

Meet with Property Manager to review 30 – 60 – 90 Day Plan	
Discuss with Property Manager our “Approach to Services” and “Service Map”	
Complete an irrigation audit of the entire system	
Present irrigation deficiencies with plan for corrections	
Begin maintenance – mowing, trimming, cutbacks, blowing and edging	
Spend significant amount of time cleaning up the areas that have been neglected (weeding beds and entrance features and detail work)	
Spot treat weeds in turf areas to be reclaimed	
Discuss options for turf areas beyond reclamation	
Continue weed control in planting beds	
Begin bed separation trimming in all planting beds	
Apply fertilizer to struggling shrubs and trees throughout the property	
Begin insect and disease diagnosis on all plant material if applicable	
Discuss removing severely declining plant material	
Prepare proposals for replacing missing and dead shrub material throughout property	
Perform first turf fertilizer application	
Walk Property with Property Manager to identify other areas of concern	

Landscape Maintenance Services Proposal	35

Landscape Maintenance Services Proposal	37

CDD DETAIL MAP
The image below depicts the boundaries of the serviceable areas of your landscape as understood for the purposes of developing this proposal.

Landscape Maintenance Services Proposal	39

Rolling Oaks CDD

FINANCIAL CAPABILITY

..•...,;,,
YELWWSTONE
L A N O S C A P E

386.437.6211 tel
386 .437.5143 fax

3235 North Sta e Street PO Box 849
Bunnell, FL 32110 www.yetlowstonelandscape.com
October 30, 2023

Trisha Adams
Gove1mnental Management Services 219 East Livingston Street
Orlando, FL 32801

RE: Landscape Grounds Maintenance Services Request for Proposals No. 2024-100 Dear Sir/Madam:
I, Chris Adometti, a Director in the Yellowstone Landscape corporation, authorize Nicole Ailes
to negotiate on our firm's behalf on all services and agreements related to the bid listed as "Rolling Oaks Community Development District".

Please see a copy of our annual report, filed with the Florida Department of Corporations on the following page.

Chris Adornetti Controller
Yellowstone Landscape

  ."'-	41
2023 FLORIDA LIMITED LIABILITY COMPANY ANNUAL REPORT
DOCUMENT# L05000035212
Entity Name: YELLOWSTONE LANDSCAPE-SOUTHEAST, LLC
Current Principal Place of Business:
3235 NORTH STATE STREET POBOX849
BUNNELL, FL 3211D

Current Mailing Address:
3235 NORTH STATE STREET PO BOX 849
BUNNELL, FL 32110 US

FEI Number: 20-2993503
Name and Address of Current Registered Ag.ent:
CORPORATION SERVICE COMPANY i201 HAYS ST·REET
TALLAHASSEE, FL 32301-2525 US
FILED Mar16,2023
Secretary of State 0545652009CC

Certificate of Status Desired: No

The above named enriry submits this sratemenr for the purpose of ch.Jnging its registered office or registered t19e111, or borh, In rhe State of Florida.
SIGNATURE:
Electronic Signature of Registered Agent
Authorized Person(s) Detail :
Date
Title Name Address
MANAGER PORTLAND. TIMOTHY
P.O. BOX 849

Name Address
MANAGER
ADORNETTI, CHRISTOPHER PO BOX849
City-State-Zip:  BUNNELL FL 32110	City-State-Zip:  BUNNELL FL 32110

I hereby oe,tity 1nat t/,e mlorma 'a111noica1ecJon /hi,; ffi/part ar suwlemental report 1s trueand ai,;vrale ancJ thaJ my elect,onicsigna/Vf<' shall ha.-e tile same legal eller;t as ii made v/lder ()afh; that I am ii man;;ging memt>er o< mani/ger of tl,e limrled liability oomwny Qf /he rece,vf!f r;,r t,us/w {>fTl/XIWl!red lo execvt,;, this rwQf/ as llJ"q(lired by Chapter 605, Florid;, Slatvle..; and
that my name appears abave. r;,r on an arrachmem with all other fll<e empowered.
SIGNATURE: CHRISTOPHER ADORNETTI	SECRETARY	03/i6/2023

Electronic Signature of Signing Authorized Person(s) Detail	Date

  ."'-	42

State	ent of Corpo1ate Stabil"ty	YELLOWSTONE
Yellowstone Landscape understands your need to ensure that any potential lands ape partner operates in a manner that supports long-term stability, and to verify our ability to provide se1vices to your property in the futur .

Our firm was established in 2008, by combining already successful, regional landscape companies that had existed for more than twenty years, before they joined together to fonn Yellowstone Landscape. Since its founding, members of our firm have been linked by a common goal to better serve our clients, sharing decades of experience in landscape design and installation, tree care services, athletic field management, snow and ice management, and landscape maintenance. As one of the landscape industry's fastest growing and most respected commercial landscaping companies, we proudly serve more than 5000 clients from over 50 local branch operations facilities across 15 states across the country. Yellowstone Landscape is presently the largest, privately-owned landscape and snow and ice management company in North America.

We are inco1porated in the state of Delaware, chartered in January of 2008. As a privately held company, it is not our practice to disclose operating budgets or financial statements, however, we can confitm that our firm's annual revenue exceeded $446,000,000 in 2021. We also attest that we operate our company in accordance with all generally accepted best accounting practices, as have been confirmed by independently conducted audits each year since our founding. We maintain an open line of a·edit of $50 million, with bonding capacity up to $40 million.

As a part of the investment portfolio of Harvest Partners, a private equity firm based in New York, New York, Yellowstone is fully prepared to furtd any capital expenses necessary to ensure our ability to perform services at full capacity in advance of the stated contract start date, should we be selected as your landscape contractor.

  ."'-	43

-;,,
'(
YELLOWSTONE
Capabilities Statement
Commercial Landscaping Services

CORPORATE OVERVIEW
Yellowstone Landscape began in 2008 with the unification of established, independently successful regional landscape companies. Since then, we've been linked by a common goal to better serve our clients, sharing decades of experience in landscape maintenance, landscape design and installation, tree care, irrigation, and snow & ice management services.
As the landscape industry's largest privately held company, we are proud to serve more than three thousand client properties from over 50 local branch facilities, across the South, Southwest, and Midwest.
We offer a uniquely comprehensive suite of services and expertise, allowing us to partner with our clients at any stage in their landscape's life cycle. From a landscape design idea on a computer screen, to a mature and thriving landscape in the ground, Yellowstone Landscape is the only commercial landscaping partner you'll ever need.

COMPANY DATA
Business Entity Name: Yellowstone Landscape, Inc. Headquarters Address: 3235 N State St, Bunnell, FL 32110 FEI/EIN Number: 80-0144209
DUNS Number: 021165757
Incorporation Date: 01.28.2008 (Delaware)
SERVICES OFFERED
andscape aintenance

Landscape Enhancements

andscape nstallation

Commerci Tree Care

Irrigation & Water Management

now & lee anagement
	44 
BRUCE VICKERS, TAX COLLECTOR
OSCEOLA COUNTY, STATE OF FLORIDA
I ACCOUNT NO.I

nus HECEJPT IS 1N AOOlTION /,ND NDT IN Ul:cJ o, MV OTtiER UCEtlSE REQUI_RED BY LAW DR1UNl□PAL ORD! ANCE AND rs SUBJECT TO RBillu\nON5 OP ZONING, HE.\LTH, AND /\ YOTHER  IVF\JLAU'n!Oltm',
THIS LOCAL BUSINESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDA.AND OSCEOLA COUNTY ORDINANCE 95-10,AS AMENDED
TI1e law require. this Local Busine.%Ta1(Receipt to be displayed conspicuously at the placeofbusiness in sucb manner that it can be open to the view of the public and subject to im,-pection by ail duly authorized officers of the County.
Pursuant to State Law, all Local Business Tax Receipts shall expire on September 30th of the succeeding year. Those Loca1Business Tax Receipts renewed beginning Oclober 1st shall be delinquenl and subject to a delinquency pe11alty of I 0% for the month of October, plus an addi.tional 5% penalty for each mooth of delinquency thereafter until paid· provided that the total delinquency pennlty shall nol exceed 25% of the Local Business Tax Receipt for the delinquent establishment. A 25% penalty shall be imposed on any person engaged ill any .new business, occupation or prufessiun wilhout fust obtaining an Osceola County Local Bmine,s Tax Receipt. PLUS: if delinquent more than 150 days, subject to civil actions and penalties, and a penalty ofup to $250.
This receipt is a Local Business Tax only. lt does not permit the Local Business Ta,icpayer to violate any existing regulatory or zoning laws of the state, county, or cities, nor does it exempt the licensee from any other license m permits that may be required by law.
This fo.nn becomes a receipt when valldated by the Tax Collector. Note: Di play in accordance wrth the county ordinance. Local Business Tax Receipts are subject to change according to law.
I EXPIRATION I
SEPTEMBER 30, 20-24
BRUCE VICKERS, TAX COLLECTOR
OSCEOLA COUNTY, STATE OF FLORIDA
LOGALBUSINESSTAXRECEWT

!ACCOUNT NO.]
112799
2024
BUSIN SS TYPE:
6190 HANOYMAN/CARPENTER"SUBCONTRACTOR
ONLY''(BlDG DEPT)

BUSINESS:

Yellowstone Landscape-Southea.st, UC Contact: Dolores Mew
17.73 B,usiness Center Ln.
Klssimmee, FL 34758

07/20/'2023
Oper  NIA
Till	Internet
Paid	0.00
Rcpt.:#022 30

117589
TR SFER ORIGINAL TAX AMOUNT

PENALTY COUECTI() TOTAl.l

,?
B UCE V.ICKE S;t:i1C: T'AX'..:OJ,.tl:! !01l P,<!>. BOX 42?105, K SSIM,-,1!:E FL.34742-2105
407-742-4000

THIS ecewr IS IN ADDmo• IIND NOT r, LJl'!l.l Of MY OTHER LJC SE REQUIRED DV I/WI OR MUNtclPAL O,Ol M-CE AN::J IS SUBJECT TO REGULO:llONS Of ZOflltlG, HEAUli, AND ANY 0,- EI\ LAWRJL AUTHOI\ITY.
TIIlS LOCAL BUSINESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDA AND OSCEOLA COUNTY ORDINANCE 95-10, AS AMENDED
'Lbe law requires thi Locul Bu int,S Tax R ceipl to be <lisplayed conspicuously at the place ofbustne s in such manner that it can be open to the view of the public and subject to inspection by all duly authorized officers of the County.
Pursuilnl to State Law, all Local Business Tax Receipt, shall expire on September 30th of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1st sha U be delinquent and subject to a delinquency penalty of 10% for tbe month of October, plus rut additional 5% penalty for each month of delinquency thercafte,r until paid; provided that Lhe total tlelinquency penally shall not exoeed 25% of the Local Business Tax Receipt for the delinquent establishment. A 25% penalty shall be impose.cton any person engaged in. any new business, ocwpation or profession without :first obtaining an Osceola County Local Business Tax Receipt. PLUS: if delinquent more than 150 days, subject to civil actions and penalties, and a penalty of up lo $250.
This receipt is a Local Busioess Tax only. Tt does not.permit the Local Business Taxpayer to violate any existing regulatory or zoning laws of the state, county, or cities, nor does it exempt tbe licensee from any oilier license or permits that may be required by law.
Tb is fonn becomes a receipt when validated by the Tax Collector. Note: Display in accordance with the county ordinance. Local Business Tax Receipts are subject to change according to law.

  ."'-	46
BRUCE VICKERS, TAX COLLECTOR

Trt!S RECEFTIS l AOOmON AND NOT TN UElJ OP /\W 01HER LIC!l<Sf l'<EQUJREO EIY lll.W ORUNlCIPAL01\0ll\Aflla"AND IS SUSJECrTO REGIJ\JITIO, S OF ZONING, H!:ALTH, A :, A 'Y OTlifR LAWFUL AVT110RJTY,

TIIlS LOCAL BUSII\"'ESS TAX RECEIPT IS FURNISHED PURSUANT TO CHAPTER 205 LAWS OF FLORIDAAND OSCEOLA COUNTY ORDINANCE 95-10,ASAMENDED
The law requires this Loail Business Tax Receipt to be displayed conspicuously at the place of business in such manner lfiat it can be open to the view of the public and subject to inspection by all duly autho1ized officers oftbe Co,mty.
Pursuant lo Stalt, Law, aJl Local Business Tax Receipts shall expire on September 30th of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1st shall be delinquent and subject to a delinquency penalty of I 0% for the month of October, plus an additional 5% penalty for each month of delinquency thereafter until paid; provided that the total delinquency penalty shall not exceed 25% of the Locnl. Business Tax Recejpt for the delinquent estaJJlishment. A 25% pem1lty shall be imposed on any person engaged in any new business, occupation or profession without first obtaining an Osceola County LucmJ Business Tax Recei_pt. PLUS: if delinquent more than 150 days., subject to civil actions and penalties, and a penalty ofup to $250,
This receipt is a Local Business Tax only. Il does uol1,ermit the Local Business Taxpayer to violate any existing regulatory or zo11ing laws of the state, county, or cities, nor docs it exempt the licensee from any other license or permits that may be required by law.
This form becomes a receipt when validated by the Tax Collector. Note; Display in accordance with the county ordinance. Local Business Tax Receipts are subject to change accurding to law,

  ."'-	47

Sample Certificate of Insurance

COVERAGES	Mnio NI COi'<	CERTIFICATE NUMBER:	1 3811417	REVISION NUMBER:	X XXX x_x}( THIS IS TO Cffi11FV THAT THE POLIC1ES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF fWV CONTRACT OR OT'HER DOCUMENT Wt:Tl-t RESPECT TO WHICH THIS CERTIFICATE MAY Be ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIOES DESCRIBED HEREIN IS SUBJECT TO ALL THE TEAMS. EXCLUSIONS ANO CONDITIONS OF SUCl-t POLICIES LIMITS SI-IOWN MAY HAVE BEEN REDUCED BY PAID CL/IIMS.
"L'.S:	TYPE OF !NSURANC E
,_,._ ··--

POUCV MUMHJI
I IUM•O~•-•"J•l'•V\ ,, .f.J \
U.ITS
EACIAL GENEAALUAIIIUTY
Ci.AMS-MACE [ii QCCl,ft
Pc,1kltl &•l"'rh1.:1de
.SIR$250.000
GEN\. IGGIIEGA TE LIMITAPl'UES PEA POI.ICY EK_, "g: (x] lOC
OTf!E •
V  OL6676?1
4/112013
o&flfll'.IU
.EAOI OCQJIIREJCE
! IOllENrru
11'■ ·-·--
MW El(PiAnJ.	,_,t
PERSOtW. g ArN IIIJUR"f GEN.ERAI. AGGFIE'GATE PROOUOTS OOMPOI' AGG
...
, 2000,000
s 300000
IOOOO
s 2000000
$ .llllll'lnl)O_
, •I 000000
$
AUTOMOBILE W.Bll.11\'
.x. A'1'1 AlnO
N  CA66711217
.llll'!(l.l.J
4/l/il124
lr..::,U ::iNlil..L L r

BOOllV INJURY 1Por llO™"I
''l. 000,000
')(X'fYY1ot
x AUT'OSONLY	AUT05
OODILY INJUI\V IP•• ...,_,ij 'YY:,.,YYXX
-
)(
HflEO	l;ONOWl<SO
AUTOS.OM Y	AUTO&  LV

UIIBRRLA UAII QC	y N
EXC;:CS,,W.D	l.l!B.U,DE
PEO I  I ETENTl<'JN<

••Nu ><- 7(fl1

II  2

-1(1,2-1
ip-3=.;.;...nnm.,.,-

lCCURAlt,O;

AGGFIEG"TE
'xxxxxxx
s xxxxxxx
s II) (\{lfl fll'lCI
' IO.OOl}._O{_.!)_
1 XXl<'.XXXX
WORKERS CCIMPENSATIOH
A ANO EMPLOYf.hS"UA8'Lfn	VIN
_,.., RE'IOR.l' ftEl(ECUTI'/£
lll'•ICeR-Mf.l,IIEIIEl!c:tuaan
N  LDSJ J
 ,n,•
o&fl/312-1
n-1 lf,l,H
E-L EACH ACCl0£NT	, I fVV'lnM
J!'"""°IO<YloH-'i)
E.LDISEASE • £A EMPLOYEE 1 1 omooo
E	AT'IOl<S-
E L DISEASE - l'CILICV UMIT
s I l'Wl/lM

DfSCIIJP'fl)N OF OPf.RAOOHSt LOCATIONS/ 'V!!HICLES IACOADIOI. Addlllonolfllffl....S.lwlule- m•r bo •llx:h•d 11	,,_ 111911ur.,t
C,,ntf1ca1<: I lulJen. un, includo,,d,. ddriu>nal 1:0.un.«I .old U111brcll Liobilh)' 1&·ith	to (kn Loab11J1y, a, per 1<nllon 111 L ,ubj I to tMn,. mndi110t11 ond e1Cht,1a1, or 11C.). \\'n..i\-cr of ubruiµuun 11ppbc,. Jn ;nur o ddJhiun11I b1"W'L"d 1 r:aiuln:J b)' Yo nucn \':uut .,, O!I. l"hJD!l lO Wuttc:n. Ulllpeil-'ilJltuo... ubjea 11, tcnnlt.. c11udil11n, (tnd tsdu,lon; when: appl1e k b) ,ui1 l:M

CERTIFICATE HOLDER	CANCELLATION  See  tta.chmenls

ACORD 25 (2016/03)	The ACORO name and logo are registered rnal'kS 01 ACORD

  ."'-	48

Sample Certificate of Insurance

List of Named Insureds:
Yellowstone Parent Holdings, LP Elk Intermediate Company I. Inc. Elk Intermediate Company U, lr'lc. Elk Buyer, Inc.
YLG Holdings, tnc.
Yellowstone Intermediate Holdings, Inc. Yellowstone Landscape, Inc.
Yellowstone Landscape - Southeast ALSW,LLC
Leaderscape. LLC
Florida Landscape Consultants, LLC
Southeast Landscape Management Company, LLC YLA - Midwest. LLC
Crawford Landscape Group, LLC Acres Maintenance, LLC
Hayden Landscaping & Maintenance, LLC Green-Up Landscape, LLC
Acres Enterprises, LLC
Yellowstone Landscape - Central, Inc BLSW LLC
YLCSW, LLC
Texas Services. LLC Native Land Design. LLC LUSA Austin, LLC
Ecoscape Solutions Group LLC ELSW. LLC
KCS Landscape Management, LLC Heads Up Landscape, LLC Yellowstone Landscape Wes1. LLC SLM Holdings . LLC
Somerset Landscape LLC Park Landscape LLC
Greener Pastures Landscaping LLC Boren's Grass Groomers, LLC Premier Sports Fie1ds, LLC
Duke's Grounds Maintenance, LLC Landscape Management Professionals, LLC
RKLT Properties, LLC OBA Arizona's Best Landscape Management
Arizona's Best Landscape Management O'Donnell's Landscape Services, LLC O'Donnell's Landsqipe Services, Inc

  ."'-	49
Form W-9 (Rev. October 2018) Departmenl of the Treasury ln1ernalRevenueService
Request for Taxpayer Identification Number and Certification
G.o to www.lrs.gov/FormW9 for instructions and the latest information.

Give Form to the requester. Do not send to the IRS.
Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
 Yellowstone Landscaoe - Southeas!. LLC	
Business name/disregarded entity name, if different from above

<'i
a,
C)
aro.
C:
0

S Check appropriate box for federal tax classiflcat1on of the person whose name is entered on Une 1. Check only one of the
following seven box.es.
□ lndividuaVsole proprietor or	0	C Corporation	0 S Corporation	0  Partnership	D TrusVestate

4 Exemptions (codes apply only to certain entities. not individuals: see instructionson page 3):
·!!!	single-member LLC
Exempt payee code (if any)
o.,, 0	Limited liabilitycompany. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ►	C
.. :I
0  ..
"iii
Note; Check the appropriate box in the line above for the tax classificatk,17 of lhesinghrmember owner. Oo not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is
Exemption from FATCAreporting code (if any)
·-- -C:
another LLC that is not disregarded from the owner for U.S. federal l1lX purposes. Otherwise, a single-member LLC that
CL U
i=
u
is disregarded from the owner shoufd cheok the appropriate box for the tax: classif1Cation of its owner. Other (see instructions) ►

04'.JIQ.;loaacou,•ts ma.vl!ajf"l8(J' outMdl!:J :he U.S)

a,
(I)
5 Address (number, street, and apt. or suite no.) See instructions.
3235 North State Street
6 City, slate, and ZIP code
Bunnell FL 32110
7 List account number(s) here (optional)
Requester's name and address (opliona

•!J:T ••	Taxpayer Identification Number (TIN)
Enter you TIN in.the app_ropri_ate box. :h_e TIN provided must.match t e name given on line 1 to avoid	 I Social security number	I
backup withholding. For individuals, this 1s generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Par1 I, later. For other entities, it is your employer identification number (EIN). If-you do not have a number, see How to get a TTN, later.
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.
[OJ -[D -I I I I I
or

Employer identification number

20	-2993503
	Certification	
Under penalties of pe lJry, I.certify that;
The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
I am not subject to backup w1thholding because: (a) I am exempt from backup wlthholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and
I am a U.S. citizen or other U.S. person (defined below); and
The FATCA code(s) entered on this form 0f any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, Item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions or Part 11,later.
Sign Here
ISignature of
U.S. person►	Date►
Gene.ral Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W•9 and its instructions. such as legislation enacted after they were published. go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer Identification number (ElN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited .to, the following.
Form 1099-INT (interest earned or paid)

Form 1099-DIV (dividends, including !hose from stocks or mutual funds)
Form 1099-MISC (various types of income. prizes, awards. or gross proceeds)
Form 1099-B (stock or mutual fuhd sales and certain other transactions by broke"5)
Form 1099-S (proceeds from real estate transactions)
Form 1099-K (merchant card and third party network transactions)
Form 1096 (home mortgage interest), 1098·E (student loan interest), 1098-T (tuition)
Form 1099-C (canceled debt)
Form 1099-A (acquisition or abandonment of secured property)
Use Form W-9 only If you are a U.S. person (Including a resident alien), to provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What Is backup withholding, later.

cat. No. 10231X	Form W-9 (Rev. 10-201580)
...,,,..t.;,,
		YELLOWSTONE
L A N O 	C A P 

Uvtate ot	jflortba

]!lepartmmt ot grtculture anb C!Con9'umer Uveruice9' Jjureau of 1Ucen9'tng anb (!Enforcement
CERTIFIED PEST CONTROL OPERATOR
'umber: JF190298

LANDO	TYLER PYLE

in co,/orm.£ly w£lh an ...Act o/ lh.e ofegiialun,. o/ [/,,,, Slate o/ J/,,rida regulati,71t/w
practice o//:JMl Con.fro/ an.J impM,:ng pena&£M /o,·vio£..lio,w,

Adam H. Pumam ommissioner of Agriculture
FDAC 13618. 06101

51
...,,,..t.;,,
		YELLOWSTONE
L A N O 	C A P 

The International Society of Arboriculture
Hereby Announce That

y!e :Jordan <;;foude11mire
Has Earned the Credential

ISA Certified Arborist ®
By successfully meeting ISA Certified Arborist ce11ification requirements through demonstrated attainment of relevant competencies as supported by the ISA Credentialing Council

		Caitlyn l'ollihan CEO & Executive Director

5 May 201	30 June 2024	FL-9365A

Jssue Dace	Expiration Date	Certificatioo  umber

ANSINatfonal Acued/tallon Board
ACCREDITED

PERSONNEL CERTIFICATION
BODY

/1(1847
ISA CerLified Arlmri.s1

  ."'-	52

Rolling Oaks CDD

PRICING FORMS

EXHIBIT 3 - EXTRA SERVICES PRICING SUNIMARY

Contractor:

Mater/a/	Descnption	Price

Mulch	Price/yard installed for quantities over 100 cubic yards Cocoa Brown	_$_ 55.00

Price/yard installed for quautities under 100 cubic yards Cocoa Brown Price per 3 cubic foot bag of Mulch Cocoa Brown
i 75.00
19.00

Hard Materials
Price per bag for Seminole Chips Price per ton for Seminole Chips Price per ton for 3''-5" River Jack
! 75.00/.50 cu ft I 500.00
I 500.00
Seasonal Color

Sod (St. Augustine)
Annual flower instaffed prices include bed preparation by removing and disposing of old flowers, hand or mechanically turning the beds and amending soil as necessary.

Bed preparation and installation per 4.5'' pot	$	2.50	
Bed preparation and installation per 1 gallon pot	i	8.00	
Supply and install 8" to 1 0" hanging basket	t	75.00 with plant	
Assemble 20·· to 36" diameter floral pot with centerpfece plant	I	125.00	
Twireparation includes renwmJ and disposal of oid material. and re-grading affected area prior to installation of new sod

Square foot price for quantities less than 1,000 squal'e feet

Square foot price for quantitie between 1,000 and 3,000 square feet Square foot price for quantities between 3,000 and 10,000 square feet Square foot for price quantities greater than 10,000 square feet
i  1.50
1 1.30
i	1.20
1.20
Irrigation	irrigation services, which fall outside of the contract, will be provided on a per hour basis. Parts wlll be provided at list, less a discount. Contractor may be required
to provide a copy of purchase invoice.

lrl'-i0ation Technician per hout' Irrigation Laborer per hour PVC paits
i 75.00
I 75.00
List less 48%

  ."'-	56

Genel'al Labor

Arbor Care Miscellaneous
Non PVC patts

Valves, Clocks and any part over $300.00 Foreman per hour
Labor per hour

Production day (8 hour) Trnck. Chipper. 3 man crew

Bush hogging per acre @
List less 48%
List less 48 %
t 65.00
i 65.00
i 3,500.00
i 250.00
The per unit cost fat·inst:allation of val'iotu sl.zl'S :md quantities of pl-int material is lhted below:

4 inch Groundcover:	< 50 plants	14.50	
	50 - 100 plants	14.50	
	1oo - 2·o plants
> 250 plants	i4.50
i4,50	
I-gallon Plant Material:	< 50 plants
50 - 100 plants	iB.00
18.00	

3-gallon Plant Material:

7-gallon Plant Material:

15-gallon Plant Material:
l 00 - 250 plants	18.00
> 250 plants	i 8.00
< O plants	i 18.00
50 - 100 plants	118.00
100 - 250 plants	i 18.00
> 250 plants	i 18.00
< 0 plants	60.00
50 - 100 plants	i 60.00
100 - 250 plants	i	60.00
> 250 plants	.$ 60.00
<2  plants	i195.00
25 - 50 plants	1195.00
0 - 100 plants	1195_00
	> 100 plants	i	195.00	
30-gaJlon Plant Material:	< 25 plants	I	435.00	
	25 - 50 plants	i	435.00	
	> 50 plants	i	435.00	
45-0allon Plant Material:	< 25 plants	i	750.00	
	25 - 50 plants	i	750.00	

> 50 plants	i 750.00
65-gallon Plant Material;	< 25 plants	i 1,050.00
25 - 50 plants	i	1,050.00
> 50 plants
-$ 1,050.00
AFFIDAVIT OF NO  -COLLlJSH>N

STATE OF Florida
COUN y OF  orange

[ Nicole Ailes		 do hereby certify that I lrnve not, either
d·ll'ectI y o· r ·md ·u·ecIt y, part1·c1• pated ·111 coJIus1• on or prupo aI
n.ggm.
g.A •f.fi1ant 1.s a
Business Developm_ent Manager

in the firm of Yellowstone Landscape- Southeast LLC	, and authorized to make;: thi8 affidavit on behalf of the same. I llnclerstand that I a111 swearing or affirming under oath to the truthfulm:ss of the claims made in this affidavit and that the punislunent for lmowingly making a false statement includes fines anu/ur impri 'OLm1cnt.
Dated this _1

State of  FlO
day of Novt?mber	,2023.

Signature by authorized representative of Prnposer

: j  -
U,U)...
County of  Q Cl..D'Qf,
The foregoing instrument \:\'as acknowledged before me this '7th dny of ...:.N..:.::....::v.;..:....,;----
2023, b I  N·1cole:.	l'!2..s	of the Y Uowstone._ bQ.,,dsn{	 who is )e·sonall
i..::. !L,U.-""'-  	 has produced 	as identification
 take an oath.

Signature of Notary taking acknowledgment
ACKNOWLEDGMENT OF RECEIPT OF DOCUMENTS AND PROPOSAL STGNATUl.:E FORM.
This Proposal for landscape maintenance:s: ervic s bc1s been submitted on this _8_	day of November		_, 2023 by Yeilowstona Landscape- Southeast LLC Lcompany] whose business address is 1773 Bu5iness Center Lane, Kissimmee, Fl 34758	•
., ldeph011c number is -107-396-0529	, and electronic mail addre.'>S is natles@yellowslonelandscap .com

The undersignt:<l a knowlcdgcs, by the below execution of this proposal) that all information provided herein hss been provided in foll and that such information is truthful and accurate. Proposer .agrees lhrough submission of this rropo al to honor aJl
_pricing infonm1tion sixty (60) days from th.e date of the Proposal opening, and if awarded the contract on the basis of this Proposal to enter lnlo an<l execute lhc services contract in substuntiaily the form included in the proposal documents.

Proposer understands that inclwiiun uf false, deceptive or fraudulc11t statements on this proposal constitutes fraud; and, that the Owners consider such action on the part of the Pmposer to constitute good cause for denial, suspensioJl ot revocalion of a _proposal for work for the Owners.

Furthermore, the undersigned acknowledges n:ccipi of the following addenda, the pruvision:; of which have been included in this H.equest fot• Proposal.

AddendumNo.     \ 	dated   l\( <s,("2,3
Addendum No. 	dated 	

Addendum No. ---

County of O n.\.YY 
--	<luted -------------

Signature by authorized representative of Proposer

The foregoing instrument was acknowledged bcfo1·c me this•'(t-h  day of Nove.mb-c,..·,
2_Q.n,,._hy	N't(o,e. l\.ifr.,:-;.	, of the   cl\ov.6ton.. u·.1YYASCa.f!{,  who is 'Rei·sona'f!v
r_j: lO Wf! tQ.Jne) :_ 1!9 has produced	-	·----as idcnttfication and who di<l (s.li<(..;I9J:J tukc an oath.
0)jhu.u.1tltJ,UL, .Jc t.lo._..J
Signatm·e of Notary t11king acknowledgment

  .""-	60
Rolling Oaks Community Development District Request for Proposals No. 2024-100 Addendum #1
November 6, 2023

Q:	The price fonn bid sheet includes Reunion East CDD, are we to ignore this propetty for this RFP?
A:		Only the price sheet for Rolling Oaks CDD (the District) should be completed and submitted. In an effmt to avoid confusion, a revised bid sheet with the Reunion East CDD sheet deleted from the price sheet will be circulated November 6, 1013 as part of Addendum #1.

Q:	The Rolling Oaks CDD price sheet does not have any quantities; I assume we will provide this information?
A:		Yes bidders should estimate quantities. FU1thennore, bidders should provide the estimated quantities where requested as pait of the bid sheet submitted such as for bed dressing.

Q:	What are the frequency requirements for pond mowing?
A:	Please refer to Schedule A General Services Tmf Maintenance for frequency of mowing.

Q:		We noticed the pond mowing budget significantly decreased from the previous year; can you speak to this?
A:	The pond mowing line item has been and will be aggregated with the landscape
maintenance line item.

Q.	When will mulch usually be installed?
A	Mulch will usually be installed in tl1e Fall, but per tl1e proposed Scope of Services, the District must approve the proposal for mulch application prior to the installation of bed ckessing.

Q:	There are different types of mulch cunently installed. Please clai·ify the type of mulch to bid.
A	Proposers should bid cocoa brown mulch. Pine bark mulch is being phased out and will not be installed in the future.

Q:	Are there maps available for in-igation controllers and zones?
A		An irrigation map will be circulated November 6, 2023. A link to inigation plans via dropbox is circulated below on November 6, 2023. https://www.dropbox.com/sc1'fo/b8974p5dvrvbfxqlxzj57/h?rlkey=3qdwmwt2u3z3m'.2kh 3gwn6suey&dl=0
Q:	If we are reading cmrectly, the approved budget for 2024 landscape maintenance contrnct including pond 4 is $185 088. Given the post-Covid inflation and labor cost increases combined with the high levels of se1,.rice requested in the RFP for the high profile CDD landscapes withinMargaritaville, does the District feel this is a realistic budget?
A:		The District understands that proposals in excess of the fiscal year 20'.:?.4 budgeted amount for landscape maintenance and lawn mowing may be received.

Q:	Is the District prepared for an increase above this budget to honor the clearly defined scope of work requested? If not, will the District allow for suggested reductions of scope to meet the approved 20::!4 budget?
A:		The District plans to select a service provider based on the selection criteria in the Project Manual. The selected vendor will then enter into an agreement with the District based on mutually agreeable tenns including the Scope of Se1,.rice and aimual cost. Pr posers should bid on the project based on the proposed Scope of Se1vice within the Project Manual.

Q:	Was the previous contractor and budget based on the same scope of work outlined in this RFP, or is this an increase in scope?
A:	The cunent landscape agreements are based on a different scope of services when compared to the Pr ect Manual and proposed Scope of Service.

Q:	Is the District expecting a 52-week presence on property? The 3-week detail rotation in the RFP seems to imply that.
A:	The District's expectation is to provide a proposal in accordance with the proposed Scope of Se1vice included in the Project Manual, including the detail of the property once eve1y three weeks with high traffic and focal areas getting weekly attention.

Q:		Since many of the landscape areas along the CDD boulevards are only shmb beds and etail work, requested to be done in a 3-section rotation, does the District want 100% of sidewalks cmbs, and islands blown off each week if no work is to be done in th se areas? The RFP does mention policing the whole site. Blowing all areas each week is a significant scope of work but is not clearly defined in the RFP. Is there any other staff or vendor blowing off these areas, or does the District expect the landscaper to do it weekly?
A:	Work not included witl1 the Scope of Service should not be included in vendor proposals.
The Scope of Service does require the removal of clippings and tu1wanted vegetation with each service and};:eeping Disn·ict areas clear of debris.

Q:	We suspect so, but please confom the Bahia Turf areas outside wall to sidewalk along Fo1mosa Gardens Blvd and Funie Steed Rd are to be serviced per Bahia mow frequency listed in the RFP. Do we need to weed-eat along wall each cycle?
A:	The area outside of the wall along Fmmosa Gardens and Fun:ie Steed are maintained by the HOA.

Q:	Please confom the :2.77 miles of lakefront in pond 4 is to be mowed and weed-eated to waters edge each of the requested 40-42 Bahia mow cycles.
A:  Vendors are responsible to take their own rneasmement as the District does not have a specific acreage for this area. The specifications for Bahia mowing are included in the proposed Scope of Se1vice.

Q:	Does the District believe 40-42 mow cycles for Bahia, especially when not inigated, is needed.
A:	Bahia should be mowed per the Scope of Service: weekly dming the growing season and bi-weekly during the non-growing season.

Q:		OTC injections and root drenching of the many date pahns in the District is a significant cost Does the Dist·ict want all bidders to include this cost per the RFP? Is this a possible space where we can offer an add/alt item versus including in the scope pricing spreadsheet?
A:		Proposers should provide a proposal per the proposed Scope of Se1vices provided in the project Manual.

Q:	Please confinn the District wants the multiple trimmings of pahns scheduled in the RFP, versus one trimming per year for all palms.
A:		Proposers should provide a proposal per the Scope of Services provided in the prqject Manual.

Q:		The crushed shell or rock in many of the beds is covered in small dust/debris. Does the District expect the:se areas to be free of dust/debris throughout the new contract tenn? The RFP implies ' debris free condition for the entire life of the contract'.
A:	The District is reasonable and does not necessarily cornider small dust to be debris. That being said, per the Project Manual the site is accepted in an as is condition and vendors are responsible to maintain the project per the Scope of Service that will be mutually agreed upon in the landscape service agreement.

Q:		Year 1 mulch installation will likely require more cubic yards than a typical budget year over year. Can bidders include in om pricing an on-going budget as well as additional mulch required for year 1 due to cu1Tent lack of mulch in many beds?
A		Bidders should include the quantity of cocoa brown mulch per the instruction in the bid sheet and the unit price requests.

Q:	The RFP states the contractor is to include irrigation maintenance costing for' a
c mpletely operational in-igation system.'	an the District confinn the current state of the ini.gation system?
A	Although there is a pending repair for one nTigation controller, this repair will be facilitated soon. The iITigation system is an operating in-igation system.

Q:	Please confom whether there are any areas of annuals within the Distric
A:	There are no annuals at this time.

THANK YOU FOR YOUR TRUST
We look forward to working with you!

YELLOWSTONELANDSCAPE.COM

Section V

Section VI

REBATE REPORT
$15,640,000
Rolling Oaks Community Development District
(Osceola County, Florida) Special Assessment Bonds, Series 2016

Dated: December 15, 2016
Delivered: December 15, 2016

Rebate Report to the Computation Date October 31, 2026
Reflecting Activity Through September 30, 2023

TABLE OF CONTENTS

AMTEC Opinion	3
Summary of Rebate Computations	4
Summary of Computational Information and Definitions	5
Methodology	7
Sources and Uses	8
Proof of Arbitrage Yield	9
Bond Debt Service	11
Arbitrage Rebate Calculation Detail Report – Project Fund	13
Arbitrage Rebate Calculation Detail Report – Capitalized Interest Fund	14
Arbitrage Rebate Calculation Detail Report – Debt Service Reserve Fund	15
Arbitrage Rebate Calculation Detail Report – Cost of Issuance Fund	16
Arbitrage Rebate Calculation Detail Report – Rebate Computation Credits	17

November 7, 2023

Rolling Oaks Community Development District c/o Ms. Katie Costa
Director of Operations – Accounting Division Government Management Services – CF, LLC 6200 Lee Vista Boulevard, Suite 300
Orlando, FL 32822

Re:	$15,640,000 Rolling Oaks Community Development District, (Osceola County, Florida), Special Assessment Bonds, Series 2016

Dear Ms. Costa:

AMTEC has prepared certain computations relating to the above referenced bond issue (the "Bonds") at the request of Rolling Oaks Community Development District (the “District”).

The scope of our engagement consisted of preparing computations shown in the attached schedules to determine the Rebatable Arbitrage as described in Section 103 of the Internal Revenue Code of 1954, Section 148(f) of the Internal Revenue Code of 1986, as amended (the “Code”), and all applicable Regulations issued thereunder. The methodology used is consistent with current tax law and regulations and may be relied upon in determining the rebate liability. Certain computational methods used in the preparation of the schedules are described in the Summary of Computational Information and Definitions.

Our engagement was limited to the computation of Rebatable Arbitrage based upon the information furnished to us by the District. In accordance with the terms of our engagement, we did not audit the information provided to us, and we express no opinion as to the completeness, accuracy or suitability of such information for purposes of calculating the Rebatable Arbitrage.

We have scheduled our next Report as of October 31, 2024. Thank you for this engagement and should you have any questions, please do not hesitate to contact us.

Very truly yours,

Michael J. Scarfo Senior Vice President
Trong M. Tran Assistant Vice President
SUMMARY OF REBATE COMPUTATIONS
Our computations, contained in the attached schedules, are summarized as follows: For the October 31, 2026 Computation Date
Reflecting Activity from December 15, 2016 through September 30, 2023

Fund Description	Taxable Inv Yield	Net Income	Rebatable Arbitrage	
Project Fund	0.633969%	70,084.52	(986,251.87)	
Capitalized Interest Fund	0.575644%	3,020.05	(47,483.84)	
Debt Service Reserve Fund	1.456271%	112,673.42	(493,002.61)	
Cost of Issuance Fund	1.857924%	425.32	(1,547.87)	
Totals	0.957249%	$186,203.31	$(1,528,286.19)	
Bond Yield	5.873550%			
Rebate Computation Credits	(15,282.80)			
Net Rebatable Arbitrage	$(1,543,568.99)			

Based upon our computations, no rebate liability exists.
SUMMARY OF COMPUTATIONAL INFORMATION AND DEFINITIONS
COMPUTATIONAL INFORMATION

For the purpose of computing Rebatable Arbitrage, investment activity is reflected from December 15, 2016, the date of the closing, through September 30, 2023, the Computation Period. All nonpurpose payments and receipts are future valued to the Computation Date of October 31, 2026.

Computations of yield are based on a 360-day year and semiannual compounding on the last day of each compounding interval. Compounding intervals end on a day in the calendar year corresponding to Bond maturity dates or six months prior.

For investment cash flow, debt service and yield computation purposes, all payments and receipts are assumed to be paid or received respectively, as shown on the attached schedules.

Purchase prices on investments are assumed to be at fair market value, representing an arm's length transaction.

During the period between December 15, 2016 and September 30, 2023, the District made periodic payments into the Principal and Interest Accounts that were used, along with the interest earned, to provide the required debt service payments.
Under Section 148(f)(4)(A), the rebate requirement does not apply to amounts in certain bona fide debt service funds. The Regulations define a bona fide debt service fund as one that is used primarily to achieve a proper matching of revenues with principal and interest payments within each bond year. The fund must be depleted at least once each bond year, except for a reasonable carryover amount not to exceed the greater of the earnings on the fund for the immediately preceding bond year or 1/12th of the principal and interest payments on the issue for the immediately preceding bond year.
We have reviewed the Principal and Interest Accounts and have determined that the funds deposited have functioned as a bona fide debt service fund and are not subject to the rebate requirement.

DEFINITIONS

Computation Date
October 31, 2026.

Computation Period
The period beginning on December 15, 2016, the date of the closing, and ending on September 30, 2023.

Bond Year
Each one-year period (or shorter period from the date of issue) that ends at the close of business on October 31st, the day in the calendar year that was selected by the Issuer, or the final redemption date of the Bonds.
Bond Yield
The discount rate that, when used in computing the present value of all the unconditionally payable payments of principal and interest with respect to the Bonds, produces an amount equal to the present value of the issue price of the Bonds. Present value is computed as of the date of issue of the Bonds.

Taxable Investment Yield
The discount rate that, when used in computing the present value of all receipts of principal and interest to be received on an investment during the Computation Period, produces an amount equal to the fair market value of the investment at the time it became a nonpurpose investment.

Issue Price
The price determined on the basis of the initial offering price to the public at which price a substantial amount of the Bonds was sold.

Rebatable Arbitrage
The Code defines the required rebate as the excess of the amount earned on all nonpurpose investments over the amount that would have been earned if such nonpurpose investments were invested at the Bond Yield, plus any income attributable to the excess. Accordingly, the Regulations require that this amount be computed as the excess of the future value of all the nonpurpose receipts over the future value of all the nonpurpose payments. The future value is computed as of the Computation Date using the Bond Yield.

Funds and Accounts
The Funds and Accounts activity used in the compilation of this Report was received from the District and Regions Bank, Trustee, as follows:

Fund / Account	Account Number	
Project	3380008381	
Capitalized Interest	3380008372	
Debt Service Reserve	3380008354	
Cost of Issuance	3380008363	
Revenue	3380008390	
Principal	3380008407	
Sinking	3380008425	
Interest	3380008416	
METHODOLOGY
Bond Yield
The methodology used to calculate the bond yield was to determine the discount rate that produces the present value of all payments of principal and interest through the maturity date of the Bonds.

Investment Yield and Rebate Amount
The methodology used to calculate the Rebatable Arbitrage, as of September 30, 2023, was to calculate the future value of the disbursements from all funds, subject to rebate, and the value of the remaining bond proceeds, at the yield on the Bonds, to October 31, 2026. This figure was then compared to the future value of the deposit of bond proceeds into the various investment accounts at the same yield. The difference between the future values of the two cash flows, on October 31, 2026, is the Rebatable Arbitrage.
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Delivered: December 15, 2016

Par Amount	$15,640,000.00	
Total	$15,640,000.00	

Project Fund	$13,240,079.92	
Capitalized Interest Fund	790,663.82	
Debt Service Reserve Fund	1,124,706.26	
Costs of Issuance Account	171,750.00	
Underwriter’s Discount	312,800.00	
Total	$15,640,000.00	
Prepared by AMTEC	(Finance 8.001)

PROOF OF ARBITRAGE YIELD
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016

Date	

Debt Service	Present Value to 12/16/2016
@ 5.8735495746%	
05/01/2017	337,783.59	330,529.81	
11/01/2017	450,378.13	428,133.11	
05/01/2018	450,378.13	415,918.52	
11/01/2018	670,378.13	601,423.30	
05/01/2019	445,428.13	388,210.69	
11/01/2019	675,428.13	571,871.49	
05/01/2020	440,253.13	362,118.90	
11/01/2020	680,253.13	543,561.56	
05/01/2021	434,853.13	337,559.42	
11/01/2021	689,853.13	520,227.98	
05/01/2022	429,115.63	314,369.82	
11/01/2022	694,115.63	494,000.95	
05/01/2023	423,153.13	292,565.40	
11/01/2023	698,153.13	468,927.32	
05/01/2024	415,934.38	271,399.54	
11/01/2024	705,934.38	447,484.57	
05/01/2025	408,321.88	251,446.63	
11/01/2025	713,321.88	426,734.90	
05/01/2026	400,315.63	232,650.83	
11/01/2026	720,315.63	406,681.43	
05/01/2027	391,915.63	214,957.96	
11/01/2027	731,915.63	389,988.15	
05/01/2028	382,990.63	198,247.62	
11/01/2028	737,990.63	371,107.83	
05/01/2029	373,671.88	182,544.66	
11/01/2029	748,671.88	355,303.66	
05/01/2030	362,656.25	167,198.65	
11/01/2030	757,656.25	339,343.28	
05/01/2031	351,053.13	152,745.82	
11/01/2031	771,053.13	325,919.42	
05/01/2032	338,715.63	139,088.31	
11/01/2032	783,715.63	312,639.13	
05/01/2033	325,643.75	126,199.32	
11/01/2033	795,643.75	299,545.20	
05/01/2034	311,837.50	114,051.63	
11/01/2034	811,837.50	288,450.77	
05/01/2035	297,150.00	102,567.03	
11/01/2035	827,150.00	277,361.23	
05/01/2036	281,581.25	91,726.46	
11/01/2036	841,581.25	266,327.75	
05/01/2037	265,131.25	81,509.97	
11/01/2037	855,131.25	255,394.79	
05/01/2038	247,800.00	71,896.87	
11/01/2038	872,800.00	246,010.07	
05/01/2039	229,050.00	62,718.82	
11/01/2039	894,050.00	237,825.73	
05/01/2040	209,100.00	54,035.67	
11/01/2040	914,100.00	229,482.53	
05/01/2041	187,950.00	45,838.21	
11/01/2041	932,950.00	221,041.17	
05/01/2042	165,600.00	38,115.76	
11/01/2042	955,600.00	213,673.09	
05/01/2043	141,900.00	30,823.75	
11/01/2043	981,900.00	207,204.81	
05/01/2044	116,700.00	23,923.95	
11/01/2044	1,006,700.00	200,489.45	
05/01/2045	90,000.00	17,412.59	
11/01/2045	1,030,000.00	193,592.07	
Prepared by AMTEC	(Finance 8.001)

PROOF OF ARBITRAGE YIELD
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016
Present Value to 12/16/2016
Date	Debt Service  @ 5.8735495746%

05/01/2046	61,800.00	11,284.13
11/01/2046	1,061,800.00	188,344.07
05/01/2047	31,800.00	5,479.81
11/01/2047	1,091,800.00	182,772.65

34,451,761.86	15,640,000.00

Proceeds Summary

Delivery date	12/16/2016	
Par Value	15,640,000.00	
Target for yield calculation	15,640,000.00	
Prepared by AMTEC	(Finance 8.001)

BOND DEBT SERVICE
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016

Period Ending	
Principal	
Interest	
Debt Service	Annual Debt Service	
12/16/2016					
05/01/2017		337,783.59	337,783.59		
11/01/2017		450,378.13	450,378.13	788,161.72	
05/01/2018		450,378.13	450,378.13		
11/01/2018	220,000	450,378.13	670,378.13	1,120,756.26	
05/01/2019		445,428.13	445,428.13		
11/01/2019	230,000	445,428.13	675,428.13	1,120,856.26	
05/01/2020		440,253.13	440,253.13		
11/01/2020	240,000	440,253.13	680,253.13	1,120,506.26	
05/01/2021		434,853.13	434,853.13		
11/01/2021	255,000	434,853.13	689,853.13	1,124,706.26	
05/01/2022		429,115.63	429,115.63		
11/01/2022	265,000	429,115.63	694,115.63	1,123,231.26	
05/01/2023		423,153.13	423,153.13		
11/01/2023	275,000	423,153.13	698,153.13	1,121,306.26	
05/01/2024		415,934.38	415,934.38		
11/01/2024	290,000	415,934.38	705,934.38	1,121,868.76	
05/01/2025		408,321.88	408,321.88		
11/01/2025	305,000	408,321.88	713,321.88	1,121,643.76	
05/01/2026		400,315.63	400,315.63		
11/01/2026	320,000	400,315.63	720,315.63	1,120,631.26	
05/01/2027		391,915.63	391,915.63		
11/01/2027	340,000	391,915.63	731,915.63	1,123,831.26	
05/01/2028		382,990.63	382,990.63		
11/01/2028	355,000	382,990.63	737,990.63	1,120,981.26	
05/01/2029		373,671.88	373,671.88		
11/01/2029	375,000	373,671.88	748,671.88	1,122,343.76	
05/01/2030		362,656.25	362,656.25		
11/01/2030	395,000	362,656.25	757,656.25	1,120,312.50	
05/01/2031		351,053.13	351,053.13		
11/01/2031	420,000	351,053.13	771,053.13	1,122,106.26	
05/01/2032		338,715.63	338,715.63		
11/01/2032	445,000	338,715.63	783,715.63	1,122,431.26	
05/01/2033		325,643.75	325,643.75		
11/01/2033	470,000	325,643.75	795,643.75	1,121,287.50	
05/01/2034		311,837.50	311,837.50		
11/01/2034	500,000	311,837.50	811,837.50	1,123,675.00	
05/01/2035		297,150.00	297,150.00		
11/01/2035	530,000	297,150.00	827,150.00	1,124,300.00	
05/01/2036		281,581.25	281,581.25		
11/01/2036	560,000	281,581.25	841,581.25	1,123,162.50	
05/01/2037		265,131.25	265,131.25		
11/01/2037	590,000	265,131.25	855,131.25	1,120,262.50	
05/01/2038		247,800.00	247,800.00		
11/01/2038	625,000	247,800.00	872,800.00	1,120,600.00	
05/01/2039		229,050.00	229,050.00		
11/01/2039	665,000	229,050.00	894,050.00	1,123,100.00	
05/01/2040		209,100.00	209,100.00		
11/01/2040	705,000	209,100.00	914,100.00	1,123,200.00	
05/01/2041		187,950.00	187,950.00		
11/01/2041	745,000	187,950.00	932,950.00	1,120,900.00	
05/01/2042		165,600.00	165,600.00		
11/01/2042	790,000	165,600.00	955,600.00	1,121,200.00	
05/01/2043		141,900.00	141,900.00		
11/01/2043	840,000	141,900.00	981,900.00	1,123,800.00	
05/01/2044		116,700.00	116,700.00		
11/01/2044	890,000	116,700.00	1,006,700.00	1,123,400.00	
05/01/2045		90,000.00	90,000.00		
11/01/2045	940,000	90,000.00	1,030,000.00	1,120,000.00	
Prepared by AMTEC	(Finance 8.001)

BOND DEBT SERVICE
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016

Period Ending	
Principal	
Interest	
Debt Service	Annual Debt Service	
05/01/2046		61,800.00	61,800.00		
11/01/2046	1,000,000	61,800.00	1,061,800.00	1,123,600.00	
05/01/2047		31,800.00	31,800.00		
11/01/2047	1,060,000	31,800.00	1,091,800.00	1,123,600.00	
	15,640,000	18,811,761.86	34,451,761.86	34,451,761.86	
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Project Fund

ARBITRAGE REBATE CALCULATION DETAIL REPORT

FUTURE VALUE @
RECEIPTS	BOND YIELD OF
DATE	DESCRIPTION	(PAYMENTS)	(5.873550%)

12/15/16	Beg	Bal	-13,240,079.92	-23,454,649.11	
07/11/17			3,500.00	5,998.19	
10/10/17			13,193,249.89	22,288,886.67	
05/01/18			-10,455.68	-17,102.19	
10/24/18			-9,373.03	-14,910.69	
02/05/19			132,674.32	207,659.19	
04/30/19			-9,373.03	-14,471.32	
10/29/19			-15,315.14	-22,974.63	
04/16/20			-9,228.11	-13,476.51	
08/07/20			34,201.31	49,063.18	
10/14/20			-1,213.57	-1,722.26	
04/15/21			-55.80	-76.92	
10/22/21			-56.70	-75.84	
04/20/22			-67.03	-87.13	
10/21/22			-4,740.48	-5,985.29	
09/30/23	MMkt Bal	6,390.03	7,639.96		
09/30/23	MMkt Acc	27.46	32.83		
10/31/26	TOTALS:	70,084.52	-986,251.87		

ISSUE DATE:	12/15/16	
REBATABLE ARBITRAGE:	
-986,251.87			
COMP DATE:	10/31/26	NET INCOME:	70,084.52			
BOND YIELD: 5.873550%	TAX INV YIELD:	0.633969%			
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Capitalized Interest Fund

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(5.873550%)	
12/15/16	Beg Bal	-790,663.82	-1,400,651.85	
05/01/17	340,285.69	589,772.16	
11/01/17	450,378.13	758,310.93	
11/01/17	3,020.05	5,084.92	
10/31/26	TOTALS:	3,020.05	-47,483.84	

ISSUE DATE:	12/15/16	
REBATABLE ARBITRAGE:	
-47,483.84	
COMP DATE:	10/31/26	NET INCOME:	3,020.05	
BOND YIELD: 5.873550%	TAX INV YIELD:	0.575644%	
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Debt Service Reserve Fund

ARBITRAGE REBATE CALCULATION DETAIL REPORT

FUTURE VALUE @
RECEIPTS	BOND YIELD OF
DATE	DESCRIPTION	(PAYMENTS)	(5.873550%)

12/15/16	Beg	Bal	-1,124,706.26	-1,992,404.19	
05/01/18			10,455.68	17,102.19	
10/24/18			9,373.03	14,910.69	
04/30/19			9,373.03	14,471.32	
10/29/19			15,315.14	22,974.63	
04/16/20			9,228.11	13,476.51	
10/14/20			1,213.57	1,722.26	
04/15/21			55.80	76.92	
10/22/21			56.70	75.84	
04/20/22			67.03	87.13	
10/21/22			4,740.48	5,985.29	
03/30/23			19,674.28	24,213.51	
09/30/23	MMkt Bal	1,152,872.88	1,378,382.32		
09/30/23	MMkt Acc	4,953.95	5,922.97		
10/31/26	TOTALS:	112,673.42	-493,002.61		

ISSUE DATE:	12/15/16	
REBATABLE ARBITRAGE:	
-493,002.61			
COMP DATE:	10/31/26	NET INCOME:	112,673.42			
BOND YIELD: 5.873550%	TAX INV YIELD:	1.456271%			
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Cost of Issuance Fund

ARBITRAGE REBATE CALCULATION DETAIL REPORT

FUTURE VALUE @
RECEIPTS	BOND YIELD OF
DATE	DESCRIPTION	(PAYMENTS)	(5.873550%)

12/15/16	Beg	Bal	-171,750.00	-304,253.15	
12/15/16			25,500.00	45,172.96	
12/15/16			5,000.00	8,857.44	
12/15/16			12,500.00	22,143.61	
12/15/16			40,000.00	70,859.54	
12/15/16			55,000.00	97,431.87	
12/29/16			1,250.00	2,209.38	
01/17/17			5,000.00	8,811.98	
02/01/17			20,000.00	35,168.66	
03/24/17			-10,000.00	-17,435.10	
06/09/17			319.65	550.63	
03/31/18			17,562.95	28,866.36	
10/24/18			42.60	67.77	
02/05/19			0.12	0.19	
10/31/26	TOTALS:	425.32	-1,547.87		

ISSUE DATE:	12/15/16	
REBATABLE ARBITRAGE:	
-1,547.87			
COMP DATE:	10/31/26	NET INCOME:	425.32			
BOND YIELD: 5.873550%	TAX INV YIELD:	1.857924%			
$15,640,000
Rolling Oaks Community Development District (Osceola County, Florida)
Special Assessment Bonds, Series 2016 Rebate Computation Credits

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(5.873550%)	
10/31/17	-1,670.00	-2,811.81	
10/31/18	-1,700.00	-2,701.33	
10/31/19	-1,730.00	-2,594.38	
10/31/20	-1,760.00	-2,490.92	
10/31/21	-1,780.00	-2,377.53	
10/31/22	-1,830.00	-2,306.83	
10/31/26	TOTALS:	-10,470.00	-15,282.80	

ISSUE DATE:	12/15/16	REBATABLE ARBITRAGE: -15,282.80 COMP DATE:	10/31/26
BOND YIELD: 5.873550%

Section VII

Rolling Oaks CDD

This Data Sharing And Usage Agreement, hereafter referred to as "Agreement," establishes the terms and conditions under which the Rolling Oaks COD, hereafter referred to as agency, can acquire and use Osceola County Property Appraiser (OCPA) data that is exempt from Public Records disclosure as defined in FS 119.071.
Please note the referenced statute has amended as of October 1, 2021. The paragraph below reflects the changes.

The confidentiality of personal identifying and location information including: names, mailing address, or any other descriptive property information that may reveal identity or home address pertaining to parcels owned by individuals that have received exempt/confidential status, hereafter referred to as confidential personal identifying and location information, will be protected as follows:
The agency will not release confidential personal identifying and location information that may reveal identifying and location information of individuals exempted from Public Records disclosure.
The agency will not present the confidential personal identifying and location information in the results of data analysis (including maps) in any manner that would reveal personal identifying and location information of individuals exempted from Public Records disclosure.
The agency shall comply with all State laws and regulations governing the confidentiality of personal identifying and location information that is the subject of this Agreement.
The agency shall ensure any employee granted access to confidential personal identifying and location information is subject to the terms and conditions of this Agreement.
The agency shall ensure any third party granted access to confidential personal identifying and location information is subject to the terms and conditions of this Agreement. Acceptance of these terms must be provided in writing to the agency by the third party before personal identifying and location information is released.
The terms of this Agreement shall commence on January 1, 2024 and shall run until December 31, 2024, the date if signature by the parties notwithstanding. This Agreement shall not automatically renew. A new agreement will be provided annually for the following year.
IN WITNESS THEREOF, both the Osceola County Property Appraiser, through its duly authorized representative, and the agency, through its duly authorized representative, have hereunto executed this Data Sharing and Usage Agreement as of the last below written date.

OSCEOLA COUNTY PROPERTY APPRAISER

Signature:	 _ Print:	Katrina S. Scarborough
Date:	 _
Rolling Oaks CDD

Signature:		 _ Print:	 _
Title:	 _ Date:		
Please returned signed original copy, no later than January 31, 2024

2505 E IRLO BRONSON MEMORIAL HWY KISSIMMEE, FL 34744
(407) 742-5000
INFO@PROPERTY-APPRAISER.ORG • PROPERTY-APPRAISER.ORG