Southaven Community Development District

Board of Supervisors’ Meeting
October 4, 2023

District Office:
St Augustine, Florida (904) 436-6270

www.southavencdd.org

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

Markland Amenity Center, 61 Clarissa Lane St. Augustine, FL 32095 www.southavencdd.org

Board of Supervisors	Richard Fetter	Chairman	
	Roger Giddens	Vice Chairman	
	Bob Monk	Assistant Secretary	
	Don Boerema	Assistant Secretary	
	Jim Alexander	Assistant Secretary	

District Manager	Melissa Dobbins	Rizzetta & Company, Inc.	
District Counsel	Jonathan Johnson Katie Buchanan	Kutak Rock, LLP Kutak Rock, LLP	
District Engineer	Scott Lockwood	England-Thims & Miller, Inc.	

All cellular phones must be placed on mute while in the meeting room.

The Audience Comments portion, on Agenda Items Only, will be held at the beginning of the meeting. The Audience Comments portion of the agenda, on General Items, will be held at the end of the meeting. During these portions of the agenda, audience members may make comments on matters that concern the District (CDD) and will be limited to a total of three (3) minutes to make their comments.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (239) 936-0913. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1- 1, or 1-800-955-8771 (TTY)
1-800-955-8770 (Voice), who can aid you in contacting the District Office.

A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

District Office · St. Augustine, Florida · (904) 436-6270
Mailing Address · 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614
www.southavencdd.org
Board of Supervisors	September 27, 2023
Southaven Community
Development District	AGENDA

Dear Board Members:
The regular meeting of the Board of Supervisors of the Southaven Community Development District will be held on October 4, 2023 at 10:00 a.m. at the Markland Amenity Center located at 61 Clarissa Lane St. Augustine, FL 32095. The following is the agenda for this meeting:
CALL TO ORDER/ROLL CALL
PLEDGE OF ALLEGIENCE
AUDIENCE COMMENTS ON AGENDA ITEMS
BUSINESS ADMINISTRATION
Consideration of the Minutes of the Board of Supervisors’
Meeting held on August 2, 2023	Tab 1
Ratification of the Operations and Maintenance Expenditures
for the month of July and August 2023	Tab 2
Consideration of Resolution 2024-01; Amending FY 23 Budget	Tab 3
STAFF REPORTS
District Counsel
District Engineer
Landscape and Maintenance Report (under separate cover)
BrightView Enhancement Proposals (under separate cover)
General Manager Report	Tab 4
Amenity Update
Review of Fall Festival Event
Review of Sidewalk Matter
Review of Renting Policies
Review of Strike Suspension Policies
Discussion of Event Sponsors
Field Update
Clearwaters Lake Management Report
District Manager
Acceptance of Fourth Addendum to Contract for
Professional District Services	Tab 5
Acceptance of First Addendum to Contract for
Professional Technology Services	Tab 6
BUSINESS ITEMS
Consideration of Pressure Washing Proposals	Tab 7
Consideration of Road Striping Proposal	Tab 8
Consideration of Surge Protection Proposals	Tab 9
AUDIENCE COMMENTS AND SUPERVISOR REQUESTS
ADJOURNMENT
We look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to call us at 904-436-6270.
Very truly yours, Melissa Dobbins District Manager

Tab 1

1	MINUTES OF MEETING
2
Each person who decides to appeal any decision made by the Board with respect to any matter
considered at the meeting is advised that the person may need to ensure that a verbatim record
of the proceedings is made, including the testimony and evidence upon which such appeal is to
be based.
7
8	SOUTHAVEN
9	COMMUNITY DEVELOPMENT DISTRICT
10
The regular meeting of the Board of Supervisors of Southaven Community Development
District was held August 2, 2023 at 10:00 a.m. held at the Markland Amenity Center located at
61 Clarissa Lane, St. Augustine, Florida 32095. Following is the agenda for the meeting.
14
15	Present and constituting a quorum:
16
Richard Fetter	Board Supervisor, Chairman
Roger Giddens	Board Supervisor, Vice Chairman
Bob Monk	Board Supervisor, Assistant Secretary
Don Boerema	Board Supervisor, Assistant Secretary
Jim Alexander	Board Supervisor, Assistant Secretary
22
23	Also present were:
24
Melissa Dobbins	District Manager, Rizzetta & Company, Inc.
Katie Buchanan	District Counsel, Kutak Rock, LLC
Lisa Licata	Amenity Manager, Vesta
Scott Lockwood	District Engineer, ETM
Steve McAvoy	Brightview Landscape
Dana Harden	Vesta Property Services
Lisa Licata	Amenity Manager, Vesta Property Services
32
33
34	Audience in attendance.
35
36
37  FIRST ORDER OF BUSINESS	Call to Order
38
39  Mr. Fetter called the meeting to order at 10:00 a.m. and read roll call.
40
41  SECOND ORDER OF BUSINESS	Pledge of Allegiance
42
43  Board of Supervisors led the Pledge of Allegiance.
44
45  THIRD ORDER OF BUSINESS	Audience Comments on Agenda Items
46
Audience Member requested more detail on the agenda item which was listed “under separate
cover” when the board discusses it.
49

FOURTH ORDER OF BUSINESS	Consideration of the Minutes of the
Regular Meeting held on May 3, 2023
52

On a motion by Mr. Alexander, seconded by Mr. Boerema with all in favor, the Board approved the Minutes of the Regular Meeting held on May 3, 2023, for Southaven Community Development District.

53

54
FIFTH ORDER OF BUSINESS	Ratification of the Operations and
Maintenance Expenditures for April,
May and June 2023

On a motion by Mr. Alexander, seconded by Mr. Boerema, with all in favor, the Board ratified Operations and Maintenance Expenditures for April 2023 in the amount of $67,524.80, for Southaven Community Development District.

58

On a motion by Mr. Boerema, seconded by Mr. Alexander, with all in favor, the Board ratified Operations and Maintenance Expenditures for May 2023 in the amount of $56,918.38, for Southaven Community Development District.

59

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board ratified Operations and Maintenance Expenditures for June 2023 in the amount of $63,182.38, for Southaven Community Development District.

60

61
SIXTH ORDER OF BUSINESS	Consideration of Resolution 2023-04;
Redesignating Secretary

On a motion by Mr. Alexander, seconded by Mr. Monk, with all in favor, the Board adopted Resolution 2023-04; Redesignating Secretary, for Southaven Community Development District.

64

65
SEVENTH ORDER OF BUSINESS	Acceptance of Annual Audit –
Fiscal Year Ending September 2022

On a motion by Mr. Fetter, seconded by Mr. Alexander, with all in favor, the Board accepted the Annual Audit Fiscal Year ending September 2022, for Southaven Community Development District.

68

69
70  EIGHTH ORDER OF BUSINESS	STAFF REPORTS
71
A.	District Counsel
Ms. Buchanan discussed with the Board the matter regarding alcohol at resident
events and the use of tobacco. After discussion, the Board approved an
amendment to the CDD policies, that only during resident events at the fire pit to

include authorization of the use of tobacco. Also, the Board approved a policy
amendment for residents to be able to supply their own alcohol on CDD property
(excluding the pool wet deck area) as long as the residents are not selling or
distributing alcohol to others. For guests to have their own alcohol on CDD
property during resident events, a waiver will need to be on file and signed by the
guest.

On a motion by Mr. Monk, seconded by Mr. Alexander, with all in favor, the Board approved the amendments to the CDD alcohol and tobacco use policies, as stated in the record, subject to a final review by the Chair, for Southaven Community Development District.

82

83
84
B.	District Engineer
1.	Acceptance of Annual Engineers Report
Mr. Lockwood reviewed his 2023 Annual Report. He noted that road
stripping may need to be looked at sooner than later. The Board directed
staff to look into getting proposals to be reviewed at a future meeting.
90
91	Mr. Lockwood also discussed issues with the fire pit washout and noted he
92	will help to develop a plan to get an estimate to repair.

On a motion by Mr. Monk, seconded by Mr. Boerema, with all in favor, the Board accepted the 2023 Annual District Engineers Report, for Southaven Community Development District.

93

94
C.	Landscape and Maintenance
Mr. McAvoy reviewed his report.
97
Mr.	Fetter  requested	BrightView to	prepare  the  next  entrance	phase	of
enhancements to be reviewed at the next meeting.
100
1.	BrightView Enhancement Proposals
After discussion, the board approved BV’s proposal for sod install in the
amount of $3,199.64.

On a motion by Mr. Monk, seconded by Mr. Boerema, by majority vote, Mr. Alexander opposed, the Board approved the BrightView enhancement proposal in the amount of
$3,199.64, for Southaven Community Development District.

104

105
106	After discussion, the Board approved BrightView’s proposal for soil elevation
107	& fill dirt with a not to exceed $1200.

On a motion by Mr. Monk, seconded by Mr. Boerema, by majority vote, Mr. Alexander opposed, the Board approved the BrightView’s proposal for soil elevation at a not to exceed amount of $1,200.00, for Southaven Community Development District.

108

109

D.	General Manager Report
Ms. Licata reviewed her report under Tab 3. She noted that Amazon didn’t get back
to her regarding their access system request. The Board agreed not to move
forward with this matter.
114
Ms. Licata also updated the Board that the Fitness Subscription will be cancelled
after 1 year, but they will reduce the fee to $99/month for 6 months, then give the
last 6 months for free. The Board approved last year’s terms and then cancel the
service.
119
1.	Amenity Update
i.	Discussion Regarding Age Requirement for Pool Use
Ms. Licata reviewed that there were requests to reduce the pool
age requirement from 16. After discussion, the Board took no
further action to change the current policy.
125
126	ii.	Discussion Regarding Aluminum Cans on Pool Deck
127	Ms. Licata also requested that the pool policy strike the language
128	restricting aluminum cans to be allowed at the pool.	.

On a motion by Mr. Monk, seconded by Mr. Giddens, with all in favor, the Board approved striking the word “aluminum cans” from the pool policy, for Southaven Community Development District.

129

130
2.	Field Update
After discussion, the Board reviewed a landscape rendering from
Brightview for plant enhancements around the POA sign. The rendering
can be presented to the POA as an option. If the POA approves, the POA
will pay the CDD for Brightview to perform the work since they are already
an approved vendor of the district.

On a motion by Mr. Fetter, seconded by Mr. Boerema, with all in favor, the Board confirmed that after install, the CDD will then maintain the area around the POA sign going forward, for Southaven Community Development District.

137

138
139	3.	Clearwaters Lake Management Report
140
E.	District Manager
Ms. Dobbins stated that per the county records there were 779 registered voters
living in the district as of April 15th.
144		
145		
146	NINTH ORDER OF BUSINESS	Consideration of Surge Protection	
147		Proposals	
148			
149	This item was tabled.		
150			

151	TENTH ORDER OF BUSINESS	Consideration of Resolution 2023-05;	
152		Setting Bid Thresholds (under	
153		separate cover)	
154			
Ms. Buchanan reviewed the resolution terms. Dick requested that the Vice Chair be included as
someone that could approve a disbursement of funds if the Chair is not available.

On a motion by Mr. Boerema, seconded by Mr. Alexander, with all in favor, the Board adopted Resolution 2023-05; Setting Bid Thresholds, as amended, for Southaven Community Development District.

157

158
Ms. Buchanan made an announcement that the Board will open a Public Hearing and will take
comments on both the proposed budget and on assessments.
161
ELEVENTH ORDER OF BUSINESS	Public Hearing on Fiscal Year 2023-
2024 Budget & Assessments
164
On a motion by Mr. Boerema, seconded by Mr. Alexander, with all in favor, the Board opened Public Hearing on Fiscal Year 2023-2024 Budget & Assessments, for Southaven Community Development District.
165
166  An audience member had a question regarding supervisor fees, which it was stated that all Board
167  members waived their compensation.
168
169 There were comments regarding landscaping concerns.
170
On a motion by Mr. Boerema, seconded by Mr. Fetter, with all in favor, the Board closed Public Hearing on Fiscal Year 2023-2024 Budget & Assessments, for Southaven Community Development District.
171
172	1.	Consideration of Resolution 2023-06; Adopting Fiscal
173	Year 2023-2024 Budget
174
On a motion by Mr. Monk, seconded by Mr. Boerema, by majority vote, Mr. Alexander opposed, the Board adopted Resolution 2023-06; Adopting Fiscal Year 2023-2024 Budget for Southaven Community Development District.
175
176	2.	Consideration of Resolution 2023-07; Imposing Special Assessments
177

On a motion by Mr. Boerema, seconded by Mr. Monk, with all in favor, the Board adopted Resolution 2023-07; Imposing Special Assessments, for Southaven Community Development District.

178

179

TWELFTH ORDER OF BUSINESS	Consideration of Vesta Renewal
Proposal (under separate cover)
182
Ms. Harden presented Vesta’s breakout of fees. The Board requested to make this breakout
available to resident request and to add more detail to the final agreement.
185
186  Discussion ensued.
187
On a motion by Mr. Fetter, seconded by Mr. Giddens, by majority vote, Mr. Alexander opposed, the Board approved a 3-year agreement with a not to exceed a 4% increase for the 2nd and 3rd year, subject to the Chair reviewing the final form of the agreement, for Southaven Community Development District.
188
THIRTEENTH ORDER OF BUSINESS	Consideration of Resolution 2023-08;
Setting Date, Time and Location for
Fiscal Year 2023-2024 Meetings
192
Ms. Dobbins stated the dates in exhibit A do not match the district regular schedule. She
confirmed the Board would want to keep the same meeting months, day of the week and time
which she will then update the exhibit accordingly. The Board confirmed.
196
On a motion by Mr. Fetter, seconded by Mr. Giddens, with all in favor, the Board adopted Resolution 2023-08; Setting Date, Time and Location of Fiscal Year 2023-2024 Meetings, as amended, for Southaven Community Development District.
197
198  FOURTEENTH ORDER OF BUSINESS	Audience Comments and Supervisor
199	Requests
200
201  Audience
202
203  No audience comments.
204
205  Supervisor Comments
206
207  No supervisor comments.
208
209  FIFTEENTH ORDER OF BUSINESS	Adjournment

On a motion by Mr. Fetter, seconded by Mr. Monk, with all in favor, the Board adjourned the Board of Supervisors’ Meeting at 1:44 p.m. for Southaven Community Development District.

210

211
212
213
214
215
216

217			
218			
219			
220			
221			
222			
223			
224			
225			
226			
227	 			
228	Secretary/Assistant Secretary	Chairman/Vice Chairman	

Tab 2

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE ꞏ ST. AUGUSTINE, FLORIDA 32084 
Mailing Address ꞏ 3434 Colwell Avenue, Suite 200 ꞏ Tampa, Florida 33614 www.SouthavenCDD.org

Operation and Maintenance Expenditures July 2023
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from July 1, 2023 through July 31, 2023. This does not include expenditures previously approved by the Board.

The total items being presented:	$36,550.50

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Ancient City Janitorial LLC	100264	1330	Janitorial Services 07/23	$	859.00	
		322343089 06/23				
AT&T	EFT	Autopay 287	Internet & Phone Services 06/23	$	165.98	
		323860823 06/23				
AT&T	EFT	Autopay 287	Internet & Phone Services 06/23	$	308.10	
BrightView Landscape Services,	
Inc.	100259	8444732	Irrigation Repairs 05/23	$	1,218.48	
BrightView Landscape Services,	
Inc.	100260	8492675	Install Sod in Dog Park 06/23	$	2,994.44	
BrightView Landscape Services,	
Inc.	100258	8494297	Irrigation Repairs 06/23	$	1,632.19	
Clear Waters, Inc.	100254	132482	Pond Maintenance 05/23	$	803.50	
Clear Waters, Inc.	100266	133261	Pond Maintenance 07/23	$	803.50	
Clear Waters, Inc.	100265	134040	Pond Maintenance 07/23	$	803.50	
8495 74 140 1213297	
COMCAST	EFT	06/23 Autopay	Telephone Services 06/23	$	372.00	

England, Thims & Miller, Inc.	100267	208890	Engineering Services 07/23	$	1,238.46

Florida Power & Light Company	
EFT	Monthly Summary 07/23 Autopay 287	
Electric Services 07/23	
$	3,289.38	
Hardwick Fence, LLC	100274	153614	Replace Aluminum Walk Gate 07/23	$	360.00	

Hardwick Fence, LLC	
100275	
153784	West Side Of Entrance Gate Repairs 07/23	
$	217.50	
Hidden Eyes, LLC	100268	728757	Gate Monitoring Services 07/23	$	4,187.62	
Pacetti Plumbing, Inc.	100272	10028	Urinal Repairs 06/23	$	350.00	
Poolsure	100269	131295615634	Pool Maintenance 07/23	$	697.65	
Rizzetta & Company, Inc.	100252	INV0000081351	District Management Fees 07/23	$	3,556.16	
Rizzetta & Company, Inc.	100253	INV0000081439	Mass Mailings 06/23	$	520.02	
Smith Electrical, Inc.	100261	30064	Replace 2 Lights 06/23	$	714.92	

St Johns Utility Department	
EFT	Monthly Summary 06/23 Autopay	
Water Services 06/23	
$	5,630.64	
Stephanie Rone	100257	Rone052223	Deposit Refund 05/23	$	200.00	

Sunbelt Gated Access Systems		
of Florida, LLC	100273	2304	Gate Maintenance 07/23	$	2,125.00	
Synergy Florida	100262	372832	Service Call 06/23	$	335.00	
Turner Pest Control, LLC	100255	617379756	Pest Control Services 06/23	$	84.90	
Turner Pest Control, LLC	100270	617485023	Pest Control Services 07/23	$	84.90	
USA Services of Florida, LLC	100263	USA032206	Sweeping Services 06/23	$	2,200.00	
Vesta Property Services, Inc.	100256	411491	Billable Mileage 06/23	$	35.00	
VGlobal Tech	100271	5206	ADA & WCAG Audits 07/23	$	300.00	
Waste Management Inc. of		0032372-4032-4			
Florida	EFT	Autopay	Waste Disposal Services 07/23	$	462.66	

Report Total				
$	36,550.50	

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE ꞏ ST. AUGUSTINE, FLORIDA 32084 
Mailing Address ꞏ 3434 Colwell Avenue, Suite 200 ꞏ Tampa, Florida 33614 www.SouthavenCDD.org

Operation and Maintenance Expenditures August 2023
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from August 1, 2023 through August 31, 2023. This does not include expenditures previously approved by the Board.

The total items being presented:	$89,733.56

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Ancient City Janitorial LLC	100291	1367	Janitorial Services 08/23	$	859.00	
		322343089 07/23				
AT&T	EFT	Autopay	Internet & Phone Services 07/23	$	166.03	
		323860823 07/23				
AT&T	EFT	Autopay	Internet & Phone Services 07/23	$	308.30	
BrightView Landscape Services,						
Inc.	100289	8486414	Landscape Maintenance 07/23	$	13,930.00	
BrightView Landscape Services,						
Inc.	100298	8530671	Landscape Maintenance 08/23	$	13,930.00	
BrightView Landscape Services,						
Inc.	100297	8553312	Irrigation Repairs 08/23	$	2,349.94	
8495 74 140 1213297	
COMCAST	EFT	07/23 Autopay	Telephone Services 07/23	$	372.00	
England, Thims & Miller, Inc.	100279	209407	Engineering Services 07/23	$	205.00	
Monthly Summary 08/23	
Florida Power & Light Company	EFT	Autopay 287	Electric Services 08/23	$	3,383.78	
Hidden Eyes, LLC	100288	729934	Gate Monitoring Services 08/23	$	4,187.62	
Kutak Rock, LLP	100277	3254273	Legal Services 06/23	$	289.63	

OnSight Industries LLC	100280	002-23-334602-1	Mailbox Labeling 06/23	$	1,097.00	
Otis Elevator Company	100292	100401273954	Elevator Maintenance 08/23	$	1,984.08	
Poolsure	100293	131295616371	Pool Maintenance 08/23	$	697.65	
Reidis Pavers Inc	100290	1003	Fire Pit Project 08/23	$	6,000.00	
Rizzetta & Company, Inc.	100276	INV0000082214	District Management Fees 08/23	$	3,556.16	
Smith Electrical, Inc.	100284	30354	Reset Breaker for Park Lights 08/23	$	202.50	
Smith Electrical, Inc.	100294	30382	Replace LED Ground Light 08/23	$	406.92	
Smith Electrical, Inc.	100299	30445	Replace LED Ground Light 08/23	$	1,764.97	
Smith Electrical, Inc.	100301	30483	Replace LED Module 08/23	$	262.38	
Southeast Fitness Repair	100278	101759	Fitness Maintenance 05/23	$	435.00	

Southaven CDD	DC Repelnishment 08/09/23	DC Repelnishment 08/09/23	
DC Repelnishment 08/09/23	
$	1,386.17	

St Johns Utility Department	
EFT	Monthly Summary 07/23 Autopay	
Water Services 07/23	
$	3,588.99	

Synergy Florida	100281	373832	Service Call 07/23	$	475.00	
The Ledger / News Chief/ CA					
Florida Holdings, LLC	100287	5749320	Legal Advertising 07/23	$	487.59	
Turner Pest Control, LLC	100302	617603898	Pest Control Services 08/23	$	84.90	
			Management & Staffing Services		
Vesta Property Services, Inc.	100283	411116	07/23	$	12,724.83	
			Management & Staffing Services		
Vesta Property Services, Inc.	100295	411857	08/23	$	12,724.83	
Vesta Property Services, Inc.	100282	412334	Billable Mileage 07/23	$	60.63	
VGlobal Tech	100296	5280	ADA & WCAG Audits 08/23	$	300.00	
			Fire & Burglar System Maintenance		
Village Key & Alarm, Inc.	100285	346573	08/23	$	240.00	
			Fire & Burglar System Maintenance		
Village Key & Alarm, Inc.	100286	346574	08/23	$	360.00	
Waste Management Inc. of		0033326-4032-8			
Florida
Wayne Automatic Fire	EFT	Autopay	Waste Disposal Services 08/23	$	462.66	
Sprinklers, Inc.	100300	1066965	Quarterly Sprinkler Inspection 08/23	$	450.00	

Report Total				
$	89,733.56	

Tab 3

RESOLUTION 2024-01

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT AMENDING THE FISCAL YEAR 2022/2023 GENERAL FUND BUDGET; AND PROVIDING FOR AN EFFECTIVE DATE

WHEREAS, the Southaven Community Development District (hereinafter the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within St. Johns County, Florida; and

WHEREAS, the Board of Supervisors of the District (hereinafter the “Board”), adopted a General Fund Budget for Fiscal Year 2022/2023; and

WHEREAS, the Board desires to reallocate funds budgeted to reflect reappropriated Revenues and Expenses approved during the Fiscal Year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT THE FOLLOWING:

Section 1. The General Fund Budget is hereby amended in accordance with Exhibit “A” attached hereto.

Section 2. This Resolution shall become effective immediately upon its adoption.

Section 3.	In accordance with Florida Statute 189.016, the amended budget shall be posted on the District’s official website within five (5) days after adoption.

PASSED AND ADOPTED THIS 4TH DAY OF OCTOBER, 2023.

SOUTHAVEN COMMUNITY DEVELOPMENT DISTRICT

CHAIRMAN/ VICE CHAIRMAN

ATTEST:

SECRETARY / ASST. SECRETARY

Chart of Accounts Classification	
Budget for 2022/2023	
Amended Budget	
1				
2	REVENUES			
3				
4	Special Assessments			
5	Tax Roll*	$	770,132	$	770,132	
6	Other Miscellaneous Revenues			
7	Rentals, Access/Decals, Events	$	12,000	$	12,000	
8				
9	TOTAL REVENUES	$	782,132	$	782,132	
10	Balance Forward from Prior Year	$	-	$	69,400	
11	TOTAL REVENUES AND BALANCE FORWARD	$	782,132	$	851,532	
12				
13	EXPENDITURES - ADMINISTRATIVE			
14				
15	Financial & Administrative			
16	Administrative Services	$	5,728	$	5,728	
17	District Management	$	15,912	$	15,912	
18	District Engineer	$	4,000	$	4,000	
19	Disclosure Reports	$	6,000	$	6,000	
20	Trustees Fees	$	7,000	$	7,000	
21	Assessment Roll Certification	$	5,304	$	5,304	
22	Financial & Revenue Collections	$	3,819	$	3,819	
23	Accounting Services	$	16,015	$	16,015	
24	Auditing Services	$	3,800	$	3,800	
25	Arbitrage Rebate Reports	$	1,000	$	1,000	
26	Public Officials Liability Insurance	$	3,200	$	3,200	
27	Legal Advertising	$	1,500	$	1,500	
28	Dues, Licenses & Fees	$	175	$	175	
29	Miscellaneous Fees	$	500	$	500	

30	
ADA Website Hosting, Maintenance, Remediation & Backup	
$	6,490	
$	
6,490	
31	Legal Counsel			
32	District Counsel	$	15,000	$	25,000	
33				
34	Administrative Subtotal	$	95,443	$	105,443	
35				
36	EXPENDITURES - FIELD OPERATIONS			
37				
38	Security Operations			

39	
Entry Gate Access System & Maintenance	
$	50,183	
$	
50,183	
40	Gate Phone	$	2,940	$	2,940	

41	
Guard House Access and Gate Maintenance and Repairs	
$	11,000	
$	
11,000	
42	Electric Utility Services			
43	Utility Services - Amenity, Gatehouse/Entry & Parks	$	15,000	$	15,000	
44	Street Lights	$	20,000	$	25,000	
45	Garbage/Solid Waste Control Services			
46	Garbage - Recreation Facility	$	1,680	$	1,680	
47	Water-Sewer Combination Services			

48	
Utility Services - Potable (Amenity, Gatehouse & Pool)	
$	11,000	
$	
11,000	

49	
Water - Reuse Irrigation (Parks, Entry & Amenity)	
$	30,500	
$	
45,000	
50	Stormwater Control			
51	Aquatic Pond Maintenance	$	9,642	$	9,642	
52	Other Physical Environment			
53	General Liability & Property Insurance	
$	30,200	
$	
30,200	
54	Entry & Walls Maintenance	$	3,500	$	3,500	
55	Landscape & Irrigation Maintenance Contract	$	167,160	$	167,160	
56	Landscape Replacement & Misc. Services	$	35,000	$	45,000	
57	Irrigation Repairs	$	2,000	$	12,000	
58	Road & Street Facilities			
59	Street Light & Park Decorative Light Maintenance	$	2,000	$	12,000	
60	Roadway and Parking Lot Repair & Maintenance	$	1,000	$	1,000	
61	Common Area Repair & Maintenance	$	2,500	$	2,500	
62	Street Sign Repair & Maintenance	$	2,500	$	2,500	

Chart of Accounts Classification	
Budget for 2022/2023	
Amended Budget	
63	Parks & Recreation			

64	Amenity Management Staffing Contract (On-Site
Management & Maintenance Services)	
$	152,698	
$	
152,698	
65	Facility - Maintenance & Repair	$	12,000	$	18,000	

66	
Facility Office/Janitorial Supplies & Equipment	
$	13,000	
$	
13,000	
67	Facility Furniture Repair & Replacement	$	3,000	$	3,000	
68	Facility HVAC Maintenance & Repair	$	3,000	$	3,000	
69	Pool Chemicals	$	5,350	$	5,350	
70	Pool Permits	$	350	$	350	
71	Elevator Maintenance & Permit	$	3,000	$	3,000	
72	Fitness - On Demand Subscription	$	2,400	$	2,400	
73	Fitness Equipment Maintenance & Repairs	$	2,500	$	2,500	
74	Telephone, Internet & Cable	$	8,100	$	12,000	
75	Pest & Termite Bond	
$	1,500	
$	
1,500	

76	
Amenity Security Camera System - Maintenance & Repairs	
$	2,000	
$	
2,000	

78	
Tennis & Basketball Court Maintenance & Supplies	
$	500	
$	
500	
79	Dog Waste Station Supplies	
$	2,500	
$	
2,500	
80	Special Events			

81	
Holiday Lights	
$	5,000	
$	
5,000	

82	
Special Events	
$	4,000	
$	
4,000	
83	Contingency			

84	
Capital Improvements	
$	25,000	
$	
25,000	

85	
Misc. Contingency	
$	42,986	
$	
42,986	
88				
89	Field Operations Subtotal	$	686,689	$	746,089	
90				
93	TOTAL EXPENDITURES	$	782,132	$	851,532	
94				
95	EXCESS OF REVENUES OVER EXPENDITURES	$	-	$	-	
96				

Tab 4

General Manager Report Southaven CDD Meeting October 4th, 2023

Date of Report: October 4th, 2023	Submitted by: Lisa Licata

Amenity Center
Revenue (see report)
Update on Renwick Pipe
Update on FPL Surge Protection (see attached flyer)
Fall Festival Event (Board Action)
Sidewalk at 244 Bronson Pkwy (see pics attached) Board Discussion-Possible Action
Renting multiple spaces- Board Action
Sponsorships- Board Action
Strike Policy- Time Frame-Expiration-Board Discussion, possible Action

Field Ops Report Southaven CDD

Date Submitted: October 4th , 2023	Submitted by: Lisa Licata

Installed new outlet box on a
sprinkler controller.

Added new stone to Aspinwall Park to help with the washout issue.

Continual cleaning of the Manor house exterior due to awful bug season. Fixed and adjusted two pool gates that were not locking properly.
Fixed the see-saw in the playground since it wasn’t rocking properly.

Put all the rubber feet in the pool furniture around the pool deck. Replaced pool pump parts for two pumps.
Fixed a broken mirror part in the spin room.

Did quarterly vent cleaning in the bathrooms and clubhouse and gym.

Clear Waters, Inc

Lake Management Report
Job: Markland (Southhaven CDD)
Date:  7-26-23
Technician: J Lamach Equipment: Skiff Weather: Partly cloudy Lake ID:
1.  Algae	2.Algae,Baby tears

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129

1-386-767-4928	Clearwaterslakemgmt.com

Tab 5

FOURTH ADDENDUM TO THE CONTRACT FOR
	PROFESSIONAL DISTRICT SERVICES	

This Fourth Addendum to the Contract for Professional District Services (this “Addendum”), is made and entered into as of the 1st day of October, 2023 (the “Effective Date”), by and between Southaven Community Development District, a local unit of special purpose government established pursuant to Chapter 190, Florida Statutes, located in St. Johns County, Florida (the “District”), and Rizzetta & Company, Inc., a Florida corporation (the “Consultant”).

RECITALS

WHEREAS, the District and the Consultant entered into the Contract for Professional District Services dated October 1, 2018 (the “Contract”), incorporated by reference herein; and

WHEREAS, the District and the Consultant desire to amend Exhibit B - Schedule of Fees of the Fees and Expenses, section of the Contract as further described in this Addendum; and

WHEREAS, the District and the Consultant each has the authority to execute this Addendum and to perform its obligations and duties hereunder, and each party has satisfied all conditions precedent to the execution of this Addendum so that this Addendum constitutes a legal and binding obligation of each party hereto.

NOW, THEREFORE, based upon good and valuable consideration and the mutual covenants of the parties, the receipt of which and sufficiency of which is hereby acknowledged, the District and the Consultant agree to the changes to amend Exhibit B
- Schedule of Fees attached.

The amended Exhibit B - Schedule of Fees are hereby ratified and confirmed. All other terms and conditions of the Contract remain in full force and effect.

IN WITNESS WHEREOF the undersigned have executed this Addendum as of the Effective Date.

(Remainder of this page is left blank intentionally)

2022-07-14 – RPS/SAB

Therefore, the Consultant and the District each intend to enter this Addendum, understand the terms set forth herein, and hereby agree to those terms.

ACCEPTED BY:

Rizzetta & Company, Inc.

BY:

PRINTED NAME:	 William J. Rizzetta	 TITLE:	 President	
DATE:		

Southaven Community Development District

BY:

PRINTED NAME:

TITLE:	 Chairman/Vice Chairman	

DATE:		

ATTEST:

Vice Chairman/Assistant Secretary Board of Supervisors

Print Name

Exhibit B – Schedule of Fees

2022-07-14 – RPS/SAB

EXHIBIT B
Schedule of Fees

	MONTHLY		ANNUALLY	
Management:	$1,379.00		$16,548	
Administrative:	$496.42		$5,957	
Accounting:	$1,387.92		$16,655	
Financial & Revenue Collections:	$331.00		$3,972	
Assessment Roll (1)			$5,516	

Total Standard On-Going Services:	
$3,594.33		

$48,648	

STANDARD ON-GOING SERVICES:
Standard On-Going Services will be billed in advance monthly pursuant to the following schedule:

(1) Assessment Roll is paid in one lump-sum at the time the roll is completed.

2022-07-14 – RPS/SAB

ADDITIONAL SERVICES:	FREQUENCY	RATE	
Extended and Continued Meetings	Hourly	$ 175	
Additional Meetings (includes meeting prep,			
attendance and drafting of minutes)	Hourly	$ 175	
Estoppel Requests (billed to requestor):			
One Lot (on tax roll)	Per Occurrence	$ 100	
Two+ Lots (on tax roll)	Per Occurrence	$ 125	
One Lot (direct billed by the District)	Per Occurrence	$ 100	
Two–Five Lots (direct billed by the District)	Per Occurrence	$ 150	
Six-Nine Lots (direct billed by the District)	Per Occurrence	$ 200	
Ten+ Lots (direct billed by the District)	Per Occurrence	$ 250	
Long Term Bond Debt Payoff Requests	Per Occurrence	$ 100/Lot	
Two+ Lots	Per Occurrence	Upon Request	
Short Term Bond Debt Payoff Requests &			
Long Term Bond Debt Partial Payoff Requests			
One Lot	Per Occurrence	$ 125	
Two – Five Lots	Per Occurrence	$ 200	
Six – Ten Lots	Per Occurrence	$ 300	
Eleven – Fifteen Lots	Per Occurrence	$ 400	
Sixteen+ Lots	Per Occurrence	$ 500	
Special Assessment Allocation Report	Per Occurrence	Upon Request	
True-Up Analysis/Report	Per Occurrence	Upon Request	
Re-Financing Analysis	Per Occurrence	Upon Request	
Bond Validation Testimony	Per Occurrence	Upon Request	
Bond Issue Certifications/Closing Documents	Per Occurrence	Upon Request	
Electronic communications/E-blasts	Per Occurrence	Upon Request	
Special Information Requests	Hourly	Upon Request	
Amendment to District Boundary	Hourly	Upon Request	
Grant Applications	Hourly	Upon Request	
Escrow Agent	Hourly	Upon Request	
Continuing Disclosure/Representative/Agent	Annually	Upon Request	
Community Mailings	Per Occurrence	Upon Request	
Response to Extensive Public Records Requests	Hourly	Upon Request	
Litigation Support Services	Hourly	Upon Request	

hourly rates shown below:	
JOB TITLE:	HOURLY RATE:	
Regional Manager	$ 52.00	
District Manager	$ 40.00	
Accounting & Finance Staff	$ 28.00	
Administrative Support Staff	$ 21.00	

PUBLIC RECORDS REQUESTS FEES:

Public Records Requests will be billed hourly to the District pursuant to the current

2022-07-14 – RPS/SAB

LITIGATION SUPPORT SERVICES:

Litigation Support Services will be billed hourly to the District pursuant to the current

hourly rates shown below:	
JOB TITLE:	HOURLY RATE:	
President	$ 300.00	
Chief Financial Officer	$ 250.00	
Vice President	$ 225.00	
Regional District Manager	$ 200.00	
Accounting Manager	$ 200.00	
Finance Manager	$ 200.00	
District Manager	$ 175.00	
Amenity Services Manager	$ 175.00	
Clubhouse Manager	$ 150.00	
Field Services Manager/Landscape Specialist	$ 150.00	
Senior Accountant	$ 150.00	
Staff Accountant	$ 100.00	
Financial Associate	$ 100.00	
Administrative Assistant	$	85.00	
Accounting Clerk	$	85.00	

2022-07-14 – RPS/SAB

Tab 6

FIRST ADDENDUM TO THE CONTRACT FOR
	PROFESSIONAL TECHNOLOGY SERVICES	

This First Addendum to the Contract for Professional Technology Services (this “Addendum”), is made and entered into as of the 1st day of October, 2023 (the “Effective Date”), by and between Southaven Community Development District, a local unit of special purpose government established pursuant to Chapter 190, Florida Statutes, located in St. Johns County, Florida (the “District”), and Rizzetta & Company, Inc., a Florida corporation (the “Consultant”).

RECITALS

WHEREAS, the District and Rizzetta Technology Services, LLC. entered into the Contract for Professional Technology Services dated August 7, 2019 (the “Contract”), incorporated by reference herein; and

WHEREAS, the District consented to an assignment of the Contract to Rizzetta & Company, Inc. on December 1, 2021; and

WHEREAS, the District and the Consultant desire to amend Exhibit B - Schedule of Fees of the Fees and Expenses, section of the Contract as further described in this Addendum; and

WHEREAS, the District and the Consultant each has the authority to execute this Addendum and to perform its obligations and duties hereunder, and each party has satisfied all conditions precedent to the execution of this Addendum so that this Addendum constitutes a legal and binding obligation of each party hereto.

NOW, THEREFORE, based upon good and valuable consideration and the mutual covenants of the parties, the receipt of which and sufficiency of which is hereby acknowledged, the District and the Consultant agree to the changes to amend Exhibit B
- Schedule of Fees attached.

The amended Exhibit B - Schedule of Fees are hereby ratified and confirmed. All other terms and conditions of the Contract remain in full force and effect.

IN WITNESS WHEREOF the undersigned have executed this Addendum as of the Effective Date.

2021-07-27 – WJR/RPS

2

Therefore, the Consultant and the District each intend to enter this Addendum, understand the terms set forth herein, and hereby agree to those terms.

ACCEPTED BY:

Rizzetta & Company, Inc.

BY:

PRINTED NAME:	 William J. Rizzetta	 TITLE:	 President	
DATE:		

Southaven Community Development District

BY:

PRINTED NAME:

TITLE:	 Chairman/Vice Chairman	

DATE:		

ATTEST:

Vice Chairman/Assistant Secretary Board of Supervisors

Print Name

2021-07-27 – WJR/RPS

3

EXHIBIT B
Schedule of Fees

Standard On-Going Services will be billed in advance monthly pursuant to the following schedule:

			MONTHLY	
Website Compliance and Management:		$	100.00	
Email (50 GB per user) at $20.00 per month per account:	
Board Supervisor Account	0	x $20.00	$	00.00	
Onsite Staff Account	0	x $20.00	$	00.00	
Miscellaneous Account	0	x $20.00	$	00.00	

Total Standard On-Going Services:			
$	100.00	

2021-07-27 – WJR/RPS

Tab 7

FROM:
Putting On Pressure, Inc.
2817 Pine Acres Rd
St. Augustine, FL, 32086
Email: puttingonpressure@gmail.com Phone: (904) 501-0440

ESTIMATE
# EST-001043

Estimate Date:	Sep 07, 2023
Expiry Date:	Oct 05, 2023

TO:
Southaven Cdd C/o Rizetta&co
Attn: Lisa Licata 3434 Colwell Avenue
Tampa, FL, 33614
Phone: (904) 315-5171

JOB:

# Services	Qty	Price	Discount	Tax (%)	Total	
1 Manor House Low Pressure Wash	1.00	$850.00	$0.00	No Tax	$850.00	
				
Subtotal	
$850.00	

Grand Total ($)	$850.00

Accepted payment methods
Credit Card, Check, Cash, Credit Note/E-Gift Card

Message
I would be happy to have an opportunity to work with you.

Business powered by Markate.com

QUOTE #2710

SENT ON:

Sep 11, 2023

RECIPIENT:	Servicing Nocatee, Ponte Vedra and Jacksonville

Southaven CDD/Markland
61 Clarissa Lane
St. Augustine, Fl 32095

Local Business, Local Owners

Phone: (904) 329-5279
Email: info@HydroKleenPW.com Website: https://HydroKleenPW.com

PRODUCT / SERVICE	DESCRIPTION	QTY.	UNIT PRICE	TOTAL	
Pressure Wash	Clean clubhouse from roof line to the ground, including the balcony's/porch's floors and ceilings. This does not include any other flatwork or concrete surfaces other than porch floors and stairs.	1	$650.00	$650.00	

$650.00

This quote is valid for the next 30 days, after which values may be subject to change.

Signature: 		Date: 	

Total

Tab 8

EverLine
Coatings and Services

RETHINK PAVEMENT MAINTENANCE
MARKLAND SOUTHAVEN CDD - 61 CLARISSA LANE ST AUGUSTINE FL - LINE STRIPING REPAINT
)'. /1tj_c111cl

PREPARED FOR: Vesta Property Services I Lisa Licata	September 19, 2023

EverLine
Coatings and Services

SCOPE OF WORK

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	11

Project Location: 61 Clarissa Lane, St Augustine FL. 32095

DESCRIPTION	SUBTOTAL

B Line Striping - Repaint:
Includes the repainting of existing markings.

$2,115.99

Scope of Work: Community Drive Lanes
Repaint (20) Stop Bars with glass beads, white traffic paint
Repaint (30) Crosswalks with glass beads, white traffic paint
Repaint (2) ADA Handicap with stencil, blue & white traffic paint
Repaint (2) hatched areas with ADA stalls, white traffic paint
Repaint (7) Standard parking stalls, white traffic paint
Repaint (10) directional traffic arrows, white traffic paint
Does not include the painting of parking blocks or curbs unless specifically noted.

O Line Striping - Repaint:
Includes the layout of new traffic markings.

$884.36

Scope of Work: Clubhouse Parking Lot ONLY
Repaint (35) standard parking stalls, white traffic paint
Repaint (2) ADA handicap parking stalls with stencil, blue & white traffic paint
Repaint (1) hatched area, white traffic paint
Repaint (4) stencils, (2) STOP, (1) No Parking, (1) Load Zone, all with white traffic paint

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	12

DESCRIPTION	SUBTOTAL

Service Notes:
Traffic markings to be painted using high quality Municipal-Grade traffic paint.
All high traffic areas will receive 2 coats of paint (Crosswalks, speed bumps, stop bars etc).
Highly experienced and enthusiastic staff on site at all times.
Clean-up done daily and in full upon completion.

TOTAL (INCLUDES GST)	$2,115.99

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com

AGREEMENT
In order for us to provide the best service at the best possible price, we request our clients assistance in...

Having work areas clean and free of debris, tools or obstacles before our arrival - This ensures efficient production of our crews.
Irrigation or sprinkler systems turned off before and during our scheduled visit.
Adequate lighting turned on for the entirety of our scheduled visit.
Ensuring the site is a safe working environment (according to OH&S standards) for our team members.

All work will be completed completed as per the Scope of Work provided to Everline Coatings.

We are here to work with youI If you are unable to accommodate the above requirements, please let us know before our scheduled visit so we can make necessary adjustments.

If our crews arrive on site and any of the above requirements are not met there may be additional fees charged above the quoted amount.

Please feel free to contact us if you have any questions or if there is anything else we can add to make this a great experience.

We look forward to working with you! Everline Coatings

Ron Volkmann

Ron Volkmann I VP of Operation

Vesta Property Services

Lisa Licata

Lisa Licata I General Manager

For payment we accept Check, ACH, & Wire transfer. We may request 50% down payment. Interest at 2.00% per month (24.00% per annum) will be charged on accounts over 15 Days. We bill at NET15, if you require NET30 please let us know at time of signing. Please provide invoicing email & contact information to ronvolkmann@everlinecoatings.com

EverLine
Coatings and Services

Rethink Pavement Maintenance

EverLine
Coatings and Services

-	WE RECEIVED A DEAL ON DRAGON'S DEN!

THANK YOU

EverlineCoatings.com I hello@everlinecoatings.com  I 1-833-383-7546

OUR TEAM

CINDY VOLKMANN
PRESIDENT I OWNER

Email - cindy@everlinecoatings.com Phone - 904-206-8757

RON VOLKMANN
VICE PRESIDENT OF OPERATIONS I
OWNER
Email - ronvolkmann@everlinecoatings.com Phone - 904-206-8757
Cell - 856-693-6685

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	16

It started in 2012 with one machine and the determination to disrupt an industry. Since then, Everline has grown each and every year.

Line striping began as-and still is-our core business; But in our journey to become a one-stop shop for all of our customers, we have expanded our offerings to include a breadth of pavement maintenance services.

As an award-winning business with locations across the country (and now with two appearances on CBC's Dragon's Den) we are uniquely poised to offer our great customer service, value and quality to each and every parking lot in America.

ACCREDITATION
Fully Certified Safety Program (COR)
Fully Insured, Commercial Liability, Auto, Umbrella, and Workers Comp Insured
Fully Licensed Business in state of Florida

OUR P-URP-OSE 

For Our Clients
Everline contributes to society by providing cutting-edge solutions with a focus on safety objectives, value and aesthetic excellence for our clients and their patrons.

For Our People
Our purpose is to provide our employees with a workplace that is considered a vehicle for personal and professional growth.

OUR KEYS TO SUCCESS

Our high quality is systemized.

We constantly innovate.

We answer the call.

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	17

WATCH US IN ACTION IN THIS 3-MIN VIDEO!

Line Striping
Parking Lots
Custom Stenciling
Durable Traffic Markings
Interior Safety Lines

Asphalt Maintenance & Repairs
Crack Filling
Sealcoating
Pothole Repair & More

Parking Lot Services
Power Sweeping
Power Washing
	Sign/Wheel Stop/Bollard Installation

Parking Garage Maintenance
Membrane Repair & Installation
Sweep & Scrub
Wall & Ceiling Painting

Sports Courts-DynaFlex Installer
Sports Court Resurfacing & Repair

Sport Court New Surfacing

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	18

OUR EXPERTISE

WHY WORK WITH EVERLINE?

Our mission is to be known as the company that changed everything in our industry and you'll see how we are doing it.

	We are here to make an impact. We hold ourselves to an extremely high standard and are breaking new ground. We are excited about every single project that we are a part of - it's an opportunity to prove ourselves.

We strive to be the leaders in our field when it comes to communication, credibility, professionalism and quality.

We are cutting edge - and you'll get much better service because of it. We bring:
State-of-the-Art Technology for great project management

	Top quality products and modern equipment to ensure that you are getting the best options and value available for your project's needs
Innovative solutions that will maximize value on every project that we work on

EverLine
Coatings and Services

Rethink Pavement Maintenance	EverlineCoatings.com	19

WE PROVIDE GREAT QUALITY
& EXPERIENCE BY
FOLLOWING OUR
C.O.R.E. QUALITY SYSTEM!

Clear scope: We ensure that there is a clear scope of work generated from our clients for our crews. This guarantees the finished project matches your vision.

Operations report: Utilizing cloud-based technology provides you with up-to-date and immediate progress reports in real time. You will always be in-the-know.

Reach out: We contact you when our crews mark the report as complete. This provides you a final update on the project - Ready for your review.

Evaluate: We ask for your feedback and then analyze the project and experience you had with us. This allows us to become better service providers and offer better pricing.

Tab 9

Smith Electrical Inc.
PO Box 9023

Item	Description	Qty	Rate	Total	
Quote	Supply and install a surge protector to the main building panel.		888.77	888.77	
All material is guaranteed to be as specified. All work to be completed in a substantial workmanlike manner according to specifications submitted, per standard practices.
Anv v riMinn nr clP.vi tinn frnm shnvP.snPrifirotinns invnlvinnPvtro rr.ctc will hP.	Total	$888.77	

St Augustine, FL 32085

Southaven CDD
c/o Rizzetta & Company 3434 Colwell Ave, Suite 200
Tampa, FL 33614 llicata@vestapropertyservices.comq

Name/ Address

executed only upon written orders, and will become an extra charge over and above the estimate. All agreements are contingent upon strikes, accidents or delays beyond our control. Owners to carry fire, tornado and other necessary insurance.

Signature

Estimate

Estimate#	Date	
Markland	6/10/2023	

Phone#	Fax#	E-mail	Web Site	
9048290899	904-829-0259	smithelectric08@gmail.com	staugustineelectric.com	

QO/HOM Surgebreaker™
Surge Protective Devices (SPDs) Q02175SB,HOM2175SB
WARRANTY
Protection Limits

Ill IIIIIIII lllllllllllllllllllll 1111111111111111
NHA78085Rev04

With regard to any Surgebreaker surge protective device (catalog numbers QO2175SB and HOM2175SB) from Schneider Elec­ tric USA, Inc. that has been properly installed in a residential home in compliance with the current National Electric Code (NEC) requirements, Schneider Electric warrants to the homeowner at the time of such installation
(or the initial homeowner if installed as part of new construction) that Schneider Electric shall accept responsibility for any damage to that homeowners major household appliances, as defined below, up to the limits provided herein, to the extent such damage is caused by the failure of such surge protective device to protect against electrical power surges caused by lightning or the electric utility. As used herein, "major household appliances" shall mean major household appliances and electronic devices, including: refrigerator(s), freezer(s), furnace(s), air conditioning unit(s), stove(s), oven(s), microwave oven(s), clothes washer(s), clothes dryer(s), dishwasher(s), audio and stereo components, video equipment, television(s) and computer(s)."Connected household equipment" shall exclude any commercial or industrial grade equipment not commonly found in a home.

The limit of Schneider Electric's liability under this warranty shall be $10,000 or the deductible amount of customer's insurance policy covering such major household appliances, whichever is less.

Warranty Period
This warranty shall be in effect until three (3) years following the date of purchase of the Surgebreaker® surge protective device, or until two (2) years following the date of installation, whichever occurs earlier.

Warranty Not Transferable
This warranty may not be transferred from the homeowner who initially receives this warranty to any other party. (See Reverse)

NHA78085Rev04	9/2018

QO/HOM Surgebreaker™
Surge Protective Devices (SPDs) Q02175SB,HOM2175SB
WARRANTY
Protection Limits

III IIIIIIII IIIIIIII II IIIIIIIIII 1111111111111111
NHA78085Rev04

With regard to any Surgebreaker surge protective device (catalog numbers QO2175SB and HOM2175SB) from Schneider Elec­ tric USA, Inc. that has been properly installed in a residential home in compliance with the current National Electric Code (NEC) requirements, Schneider Electric warrants to the homeowner at the time of such installation
(or the initial homeowner if installed as part of new construction) that Schneider Electric shall accept responsibility for any damage to that homeowners major household appliances, as defined below, up to the limits provided herein, to the extent such damage is caused by the failure of such surge protective device to protect against electrical power surges caused by lightning or the electric utility. As used herein, "major household appliances" shall mean major household appliances and electronic devices, including: refrigerator(s), freezer(s), furnace(s), air conditioning unit(s), stove(s), oven(s), microwave oven(s), clothes washer(s), clothes dryer(s), dishwasher(s), audio and stereo components, video equipment, television(s) and computer(s)."Connected household equipment" shall exclude any commercial or industrial grade equipment not commonly found in a home.

The limit of Schneider Electric's liability under this warranty shall be $10,000 or the deductible amount of customer's insurance policy covering such major household appliances, whichever is less.

Warranty Period
This warranty shall be in effect until three (3) years following the date of purchase of the Surgebreaker® surge protective device, or until two (2) years following the date of installation, whichever occurs earlier.

Warranty Not Transferable
This warranty may not be transferred from the homeowner who initially receives this warranty to any other party. (See Reverse)

NHA78085Rev04	9/2018

Warranty Limitations
THIS WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER EXPRESS OR IMPLIED WARRANTIES, INCLUDING WITH­ OUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE.

This warranty excludes damage or loss arising from any of the following events or sources: unauthorized product modification or alteration, major force events such as flood or earthquake, war, insurrection, vandalism, theft, normal-use wear and tear, erosion, depletion, obsolescence, abuse, defective software and computer virus infection.

Schneider Electric USA, Inc. shall not be liable for any indirect, incidental, consequential damages.

With respect to products purchased by consumers in the United States for personal use, implied warranties, including but not lim­ ited to the warranties of merchantability and fitness for a particular purpose, are not excluded but are limited to the extent allowed by law to the duration of the warranty period set forth above. No claim under this warranty will be honored unless the homeown­ er has reported the damage within thirty (30) days after its ocurrence in accordance with the following claims procedure.

Claims Procedure
To make a claim under this warranty please follow these steps: (1) Retain the original dated sales receipts of the Surgebreaker surge protective device from Schneider Electric USA, Inc. (2) Prior to repairing the damaged appliance, contact Schneider Electric at (800) 877-1174, Monday through Thursday 7:00 a.m. to 5 p.m. and Friday 7:00 a.m. to 1:00 p.m. Central Time. (3) Ask the appliance repairer to write a report on the cause of the damage. (4) File a claim under homeowners insurance. (5) Send the purchase receipt, repair receipt, damage report, any homeowners insurance report along with the damaged Surgebreaker surge protective device to: Schneider Electric, Attn: Surgebreaker Warranty 132 Fairgrounds Rd, West Kingston, RI 02892.

SQUARED

NHA78085Rev04	by Schneider EI e ctr  i c

Warranty Limitations
THIS WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER EXPRESS OR IMPLIED WARRANTIES, INCLUDING WITH­ OUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE.

This warranty excludes damage or loss arising from any of the following events or sources: unauthorized product modification or alteration, major force events such as flood or earthquake, war, insurrection, vandalism, theft, normal-use wear and tear, erosion, depletion, obsolescence, abuse, defective software and computer virus infection.

Schneider Electric USA, Inc. shall not be liable for any indirect, incidental, consequential damages.

With respect to products purchased by consumers in the United States for personal use, implied warranties, including but not lim­ ited to the warranties of merchantability and fitness for a particular purpose, are not excluded but are limited to the extent allowed by law to the duration of the warranty period set forth above. No claim under this warranty will be honored unless the homeown­ er has reported the damage within thirty (30) days after its ocurrence in accordance with the following claims procedure.

Claims Procedure
To make a claim under this warranty please follow these steps: (1) Retain the original dated sales receipts of the Surgebreaker surge protective device from Schneider Electric USA, Inc. (2) Prior to repairing the damaged appliance, contact Schneider Electric at (800) 877-1174, Monday through Thursday 7:00 a.m. to 5 p.m. and Friday 7:00 a.m. to 1:00 p.m. Central Time. (3) Ask the appliance repairer to write a report on the cause of the damage. (4) File a claim under homeowners insurance. (5) Send the purchase receipt, repair receipt, damage report, any homeowners insurance report along with the damaged Surgebreaker surge protective device to: Schneider Electric, Attn: Surgebreaker Warranty 132 Fairgrounds Rd, West Kingston, RI 02892.

SQUARED

NHA78085Rev04	by Schneider EI ec tr i c

COMMERCIAL SURGESHIELDSM PROGRAM TERMS AND CONDITIONS

SCOPE OF SERVICES. These Terms and Conditions ("Terms") shall govern your purchase of the SurgeShield5M installation services ("Services") and your use, for the duration of these Terms, of the SurgeShield5M equipment ("Equipment") provided in connection with FPL Energy Services, Inc. ("FPLES") SurgeShield5" program (the Services and your use of the Equipment are collectively referred to as the "Products") at your designated business location ("Site"). The prices for the Products are based upon information you provided and apparent conditions at the Site without an extensive investigation by FPLES. THERE IS A POSSIBILITY OF THE EXISTENCE OF UNKNOWN CONDITIONS AT OR ON YOUR SITE THAT MAY ADVERSELY AFFECT FPLES' ABILITY TO PROVIDE THE PRODUCTS AT YOUR SITE. YOU ACKNOWLEDGE THAT FPLES DOES NOT ASSUME THE RISK OF AND SHALL NOT BE RESPONSIBLE FOR ANY SUCH UNKNOWN CONDITIONS.
ACCESS/ASSISTANCE. You shall provide FPLES (and its contractors) with access (i)
to all necessary areas, and provide necessary requested information related to utility service and equipment operation at the Site, and (ii) for Equipment installation, Equipment maintenance, and Equipment removal pursuant to Section 12. You are aware that FPLES is relying upon the accuracy and completeness of such information in order to properly perform the Services. FPLES shall have the right to suspend the Services or adjust the installation schedule accordingly in the event that there is inadequate access to the Site, or if any required information is not promptly provided, or in the event that the safety of any person or property might be jeopardized by continuing with the Service. In the event of damage to the electric utility meter at the Site that is caused by you, your agents or your contractors, you agree to indemnify, defend and hold FPLES and its contractors harmless and pay all repair or replacement costs associated with such damage.
WARRANTY EXCLUSION. FPLES WARRANTS THAT THE SERVICES WILL BE PERFORMED IN A PROFESSIONAL MANNER. EXCEPT AS EXPRESSLY PROVIDED HEREIN, THE EQUIPMENT IS PROVIDED "AS IS" WITHOUT ANY WARRANTY OF ANY KIND BY FPLES. FPLES EXPRESSLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED BY LAW, AND DOES NOT WARRANT THAT THE EQUIPMENT WILL OPERATE UNINTERRUPTED OR ERROR FREE OR THAT ITS USE WILL BE UNINTERRUPTED. NO OTHER WARRANTY OR REMEDY OF ANY KIND, WHETHER STATUTORY, WRITTEN, ORAL, EXPRESS, OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OR MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, OR WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE SHALL APPLY. ADDITIONALLY, IN NO EVENT WILL MEDICAL, LIFE SUPPORT OR OTHER NON-SURGESHIELD5" EQUIPMENT BE COVERED UNDER THIS WARRANTY.
EXISTING CONDITIONS. FPLES is only being retained to perform Services relating to the installation of the Equipment and shall not be responsible for (a) identifying any hazardous conditions and/or illegal or improper construction, or (b) correcting any hazardous condition and/or non-compliant construction (i.e. construction contrary to applicable laws, codes, rules, and regulations. You shall be responsible for receiving any and all consents necessary or required in order for FPLES to perform the Services hereunder. Neither FPLES nor its contractors are responsible for any damage which may arise from existing conditions, including but not limited to improper wiring and installation of pre-existing equipment at the Site.
LIMITATION OF LIABILITY FOR ALL CLAIMS. You acknowledge and understand that the Products are not being offered or provided by Florida Power & Light Company ("FPL"). Further, you acknowledge and understand that neither FPL nor FPLES is liable for any defects in the Equipment. FPLES obligations under these Terms shall be limited to re­ performing any Services not in conformance with the Services warranty. Claims relating to Services shall be made to FPLES immediately following the discovery of such non­ conformance. NOTWITHSTANDING THE FOREGOING, THE TOTAL AGGREGATE LIABILITY OF FPLES, ITS PARENT, THEIR AFFILIATES, SUBSIDIARIES AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS AND ASSIGNS ("FPLES ENTITIES") TO YOU OR ANY THIRD PARTY, FOR ANY AND ALL CLAIMS ARISING FROM OR RELATED IN ANY WAY TO THE SURGESHIELD PROGRAM (WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE) ARE LIMITED TO THE AMOUNT YOU HAVE ACTUALLY PAID FOR THE PRODUCTS. IN NO EVENT SHALL FPLES ENTITIES BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY DAMAGES EXCEEDING THE AMOUNT YOU HAVE PAID FOR THE PRODUCTS NOR SHALL FPLES ENTITIES BE LIABLE TO YOU OR ANY OTHER PERSON FOR CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, EXEMPLARY OR INDIRECT DAMAGES OR EXPENSES (INCLUDING, WITHOUT LIMITATION, LOST PROFITS, LOST SAVINGS OR REVENUE, LOST BUSINESS, LOSS OF USE OF THE SERVICE OR ANY CONNECTION EQUIPMENT THERETO OR ANY ASSOCIATED EQUIPMENT OR SOFTWARE, LOSS OR DAMAGE, COST OF CAPITAL, COST OF SUBSTITUTE OR RENTAL EQUIPMENT, SERVICE OR SOFTWARE, DOWNTIME, THE CLAIMS OF THIRD PARTIES, AND INJURY OR DAMAGE TO NON-SURGESHIELD5" PROPERTY) EVEN IF FPLES OR ITS CONTRACTORS WERE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE FOREGOING SHALL APPLY TO THE FULLEST EXTENT ALLOWED BY LAW IRRESPECTIVE OF WHETHER LIABILITY IS CLAIMED, OR FOUND TO BE BASED IN CONTRACT, TORT OR OTHERWISE (INCLUDING NEGLIGENCE, WARRANTY OR STRICT LIABILITY).
DISCLAIMER AND RELEASE. SURGESHIELD5M PRODUCTS ARE OFFERED AND
PROVIDED BY FPL ENERGY SERVICES, INC. ("FPLES"), A SUBSIDIARY OF NEXTERA

FPL Energy Services, Inc. (SurgeShield), P.O. Box 029100, Miami, FL 33102-9100

ENERGY, INC. ("NEXTERA") AND AN AFFILIATE OF "FPL. BY ENROLLING IN THE SURGESHIELD5" PROGRAM (I) YOU ACKNOWLEDGE THAT FPL, NEXTERA, THEIR AFFILIATES AND/OR SUBSIDIARIES (OTHER THAN FPLES), DO NOT HAVE ANY OBLIGATION OR RESPONSIBILITY FOR THE PRODUCTS, AND ARE NOT RESPONSIBLE FOR ANY CLAIMS OR DISPUTES RELATING THERETO, NOR DO THEY PROVIDE ANY TYPE OF GUARANTEE, WARRANTY, PROMISE OR COVENANT, EITHER EXPRESS OR IMPLIED, AS TO THE PRODUCTS; AND (II) YOU AGREE TO RELEASE FPL, NEXTERA, AND ALL OF THEIR AFFILIATES AND/OR SUBSIDIARIES (OTHER THAN FPLES) FROM AND AGAINST ANY AND ALL LOSSES, DAMAGES, OR LIABILITIES IN CONNECTION WITH THE PRODUCTS OR PROGRAM.
FORCE MAJEURE. FPLES shall not be responsible to you in an event or circumstance that is not reasonably foreseeable, or that are beyond the reasonable control of and is not caused by FPLES. Such events or circumstances may include, but are not limited to, actions or inactions of civil or military authority (including courts and governmental or administrative agencies), hurricanes, tropical storms, tornadoes, severe wind, or electrical storm, acts of God, war, riot or insurrection, blockades, embargoes, sabotage, epidemics, explosions, floods, strikes, lockouts, supply shortages or other labor disputes or difficulties.
DOCUMENTATION, FPLES may provide you with manuals, data, or information (collectively, "Documentation") applicable to the Equipment in FPLES' possession. Any documents provided hereunder are for informational purposes only, FPLES makes no warranty or representation with regard to the accuracy or completeness of any such documents or information provided by FPLES, and FPLES EXPRESSLY DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTY WITH REGARD TO SUCH DOCUMENTATION.
9,  GOVERNING LAW; VENUE; WAIVER OF JURY TRIAL. These Terms and the
SurgeShield Program, shall be governed by the laws of the State of Florida. Any suit relating to these Terms, Products, and/or the SurgeShield Program shall be instituted in any state or federal court in Palm Beach County, Florida, and the parties submit to the sole and exclusive personal jurisdiction of such court. BY SIGNING UP FOR THIS PROGRAM, YOU AGREE TO WAIVE ANY RIGHT TO HAVE A TRIAL BY JURY IN RESPECT TO ANY LITIGATION WITH FPLES BASED UPON OR ARISING OUT OF, UNDER, OR IN ANY WAY CONNECTED OR RELATED WITH, THESE TERMS, THE SURGESHIELD PROGRAM, THE PRODUCTS AND/OR THE PERFORMANCE OF SERVICES PROVIDED BY FPLES.
CUSTOMER SUPPORT NUMBER. In order to obtain customer service hereunder, FPLES must be contacted 1-800-590-1235 no more than seven (7) business days of discovery of the damaged or nonperforming Service.
SEVERABILITY. If any provision of these Terms or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, the remainder of these Terms, or the application of such provisions to persons or circumstances other than those as to which it is invalid or unenforceable shall not be affected thereby, and each provision of these Terms shall be valid and enforceable to the fullest extent permitted by law.
OWNERSHIP. FPLES retains all ownership of the Equipment and reserves the right to remove the Equipment without notice at any time on or after termination of the Services pursuant to Section 14 (Termination).
ASSIGNMENT. FPLES may, in its sole and unrestricted discretion assign, delegate, transfer, subcontract or otherwise dispose of its obligations hereunder to an affiliate or subsidiary, or other third party without notice to you. However, you shall not assign, delegate or otherwise dispose of your obligations hereunder without FPLES' written consent.
TERMINATION. Upon notice to you in any reasonable form, FPLES may terminate these Terms and its provision of the Equipment and/or Services in the event (a) FPLES determines, in its sole discretion, that the Equipment cannot be installed at the Site for whatever reason, whether resulting from technical, safety or otherwise, (b) if any regulatory agency promulgates any rule or order which in effect or application substantially impedes FPLES from fulfilling its obligations hereunder, or materially and adversely affects FPLES' ability to provide the Products under these Terms, (c) you breach any term or condition contained herein, including without limitation, your obligation to make payment for the Products provided hereunder by the due date of your FPL electric utility bill, or (d) FPLES, for its convenience and in its sole discretion, makes a commercial decision to (i) generally discontinue the Products, or (ii) to discontinue your specific use of the Equipment and/or Services hereunder. You may cancel your order for the Products at anytime upon thirty (30) days written notice to FPLES. You will receive a full refund if you provide FPLES a written request for refund within seven (7) days of your initial receipt of the Services, or of your receipt of any applicable gift or prize to subscribe to such Services, which ever is later. FPLES will process such refund request within 30 days of its receipt of the refund request.
AUTHORITY. You represent to FPLES that you have the authority to enter into and bind you to these Terms and that you shall bear all costs attributable thereto, and you shall, at your own expense, defend, indemnify and hold FPLES harmless from and against all liability, loss or damage (including attorneys' fees) assessed against, suffered or incurred by FPLES as a result of an allegation or claim that you did not have such authority.
ENTIRE TERMS. These Terms are the entire understanding between the parties and supersede any terms in any purchase orders or other documents from you, and supersedes all prior agreements, representations and communications regarding this subject matter. The headings in these Terms are provided for convenience of reference only and shall not affect the construction of the text of these Terms. FPLES may amend these Terms from time to time, but such modifications to the Terms shall be effective upon FPLES delivery of notice to you.

Rev. 06/21/16