SPRING RIDGE COMMUNITY DEVELOPMENT DISTRICT
MAY 8, 2019 Spring Ridge Community Development District
Inframark, Infrastructure Management Services 210 North University Drive Suite 702, Coral Springs, Florida 33071 Phone: 954-603-0033 Fax: 954-345-1292 Call-In 1-800-747-5150 Code 2758201
May 1, 2019 Board of Supervisors Spring Ridge Community Development District
Dear Board Members:
The regular meeting of the Board of Supervisors of the Spring Ridge Community Development District will be held on Wednesday, May 8, 2019 at 6:00 P.M. at the Spring Ridge Recreation Center, 14133 Sweet Shrub Court, Brooksville, Florida. Following is the advance agenda for the meeting:
1. Roll Call 2. Pledge of Allegiance 3. Audience Comments on Agenda Items 4. Consent Agenda A. Approval of Minutes of the April 10, 2019 Meeting – Agenda Page #5 B. Acceptance of the Financial Statements Dated March 31, 2019 – Agenda Page #9 C. Number of Registered Voters – 575 Agenda Page #28 5. Engineer’s Report 6. Attorney’s Report 7. Manager’s Report A. RFQ Engineer Discussion B. FY 2020 Budget Discussion C. NPDES Stormwater Discussion 8. Clubhouse Manager’s Report 9. Supervisors’ Requests 10. Audience Comments 11. Adjournment
The next Meeting is scheduled Wednesday, June 12, 2019 at 6:00 p.m.
Any items not included in the agenda package will either be distributed under separate cover or at the meeting. The balance of the agenda is routine in nature and will be discussed at the meeting. I look forward to seeing you at the meeting and in the meantime if you have any questions, please contact me. Sincerely, Mark Vega Mark Vega Manager Fourth Order of Business 4A. 1 2 MINUTES OF MEETING 3 SPRING RIDGE 4 COMMUNITY DEVELOPMENT DISTRICT 5 6 7 The regular meeting of the Board of Supervisors of the Spring Ridge Community 8 Development District was held on Wednesday, April 10, 2019 at 6:00 p.m. at the Recreation 9 Center, 14133 Sweet Shrub Court, Brooksville, Florida. 10
11 Present and constituting a quorum were:
12 Guillermo Velez Chairperson 13 Jane Brekka Vice Chairperson 14 Alice Charoonsak Assistant Secretary 15 Anthony Martino Assistant Secretary 16 Merry-Lyn Orlando Assistant Secretary 17 18 Also present were:
19 Mark Vega District Manager 20 Sandra Manuele Clubhouse Manager 21 22 The following is a summary of the minutes and actions taken during the April 10, 2019 23 meeting of the Spring Ridge CDD Board of Supervisors. 24 25 FIRST ORDER OF BUSINESS Roll Call 26 Mr. Vega called the meeting to order. Supervisors and Staff introduced themselves, and a 27 quorum was established. 28 29 SECOND ORDER OF BUSINESS Pledge of Allegiance 30 The Pledge of Allegiance was recited. 31 32 THIRD ORDER OF BUSINESS Audience Comments on Agenda Items 33 None. 34 35 FOURTH ORDER OF BUSINESS Consent Agenda 36 A. Approval of Minutes of the February 13, 2019 Meeting
Unapproved April 10, 2019 Spring Ridge CDD
37 B. Approval of the Financial Statements Dated February 28, 2019 38 39 On MOTION by Ms. Orlando, seconded by Ms. Charoonsak, with 40 all in favor, the Consent Agenda was approved. 4-0 41 42 43 44 FIFTH ORDER OF BUSINESS Engineer’s Report 45 46 On MOTION by Mr. Velez, seconded by Ms. Charoonsak, with all 47 in favor, Authorization to obtain proposals for engineering services 48 was approved. 4-0 49 50 51 SIXTH ORDER OF BUSINESS Attorney’s Report 52 None. 53 54 55 SEVENTH ORDER OF BUSINESS Manager’s Report 56 57 Let the record reflect Ms. Brekka joined the meeting. 58 59 A. Distribution of the Proposed Fiscal Year 2020 Budget and Consideration of 60 Resolution 2019-2 Approving the Budget and Setting the Public Hearing 61 62 On MOTION by Mr. Velez, seconded by Ms. Orlando, with all in 63 favor, Resolution 2019-2 Approving the Proposed Budget for Fiscal 64 Year 2020 and Setting the Public Hearing on June 12, 2019 at 6:00 65 p.m. was adopted. 5-0 66 67 68 B. Discussion of Printing/Binding and Postage 69 There was a consensus that there would be no printing/binding or packages. 70 71 72 EIGHTH ORDER OF BUSINESS Clubhouse Manager’s Report 73 None. 74 75 76 NINTH ORDER OF BUSINESS Supervisor’s Requests 77 None. 78 79 80 TENTH ORDER OF BUSINESS Audience Comments 81 None.
2 Unapproved April 10, 2019 Spring Ridge CDD
82 83 84 ELEVENTH ORDER OF BUSINESS Adjournment 85 86 On MOTION by Ms. Charoonsak, seconded by Ms. Brekka, with all 87 in favor, the Meeting Adjourned at 1:28 p.m.. 5-0 88 89 90 91 92 93 94
3 Unapproved
4B Spring Ridge Community Development District
Financial Report
March 31, 2019
Prepared by Spring Ridge Community Development District
Table of Contents
FINANCIALSTATEMENTS
Balance Sheet - All Funds …………………………………………………. Page 1
Statement of Revenues, Expenditures and Changes in Fund Balances
General Fund …………………………………………………. Page 2-3
Special Revenue Fund …………………………………………………. Page 4
Debt Service Fund …………………………………………………. Page 5-7
Notes to the Financial Statements …………………………………………………. Page 8-9
SUPPORTINGSCHEDULES
Non-Ad Valorem Special Assessments …………………………………………………. Page 10
Bank Reconciliation …………………………………………………. Page 11
Cash and Investment Report …………………………………………………. Page 12
Check Register …………………………………………………. Page 13-14 Spring Ridge Community Development District
Financial Statements
(Unaudited)
March 31, 2019 SPRING RIDGE Community Development District Governmental Funds
Balance Sheet March 31, 2019
SERIES 2015 SERIES 2015 SERIES 2015 RECREATIONAL A1 DEBT A2 DEBT A3 DEBT GENERAL SPECIAL SERVICE SERVICE SERVICE ACCOUNT DESCRIPTION FUND REVENUE FUND FUND FUND FUND TOTAL
ASSETS Cash - Checking Account $ 148,542 $ - $ - $ - $ - $ 148,542 Cash On Hand/Petty Cash 100 - - - - 100 Accounts Receivable 150 - - - - 150 Interest/Dividend Receivables 3,049 - - - - 3,049 Due From Other Funds - 135,376 2,317 1,387 - 139,080 Investments: Certificates of Deposit - 18 Months 301,654 - - - - 301,654 Money Market Account 802,727 - - - - 802,727 Prepayment Fund (A-3) - - - - 2,158,481 2,158,481 Reserve Fund (A-1) - - 60,213 - - 60,213 Reserve Fund (A-2) - - - 33,364 - 33,364 Revenue Fund (A-1) - - 81,844 - - 81,844 Revenue Fund (A-2) - - - 76,910 - 76,910 Revenue Fund (A-3) - - - - 149 149
TOTAL ASSETS $ 1,256,222 $ 135,376 $ 144,374 $ 111,661 $ 2,158,630 $ 3,806,263
LIABILITIES Accounts Payable $ 17,644 $ - $ - $ - $ - $ 17,644 Sales Tax Payable 22 - - - - 22 Due To Other Funds 139,080 - - - - 139,080
TOTAL LIABILITIES 156,746 - - - - 156,746
FUND BALANCES Restricted for: Debt Service - - 144,374 111,661 2,158,630 2,414,665 Special Revenue - 135,376 - - - 135,376 Assigned to: Operating Reserves 93,641 - - - - 93,641 Reserves - ADA 19,675 - - - - 19,675 Reserves - Clubhouse 19,346 - - - - 19,346 Reserves - Gate/Entry Features 20,546 - - - - 20,546 Reserves- Lake Embank/Drainage 88,486 - - - - 88,486 Reserves - Parking Lots 64,577 - - - - 64,577 Reserves - Roadways 110,758 - - - - 110,758 Reserves - Swimming Pools 27,851 - - - - 27,851 Unassigned: 654,596 - - - - 654,596
TOTAL FUND BALANCES $ 1,099,476 $ 135,376 $ 144,374 $ 111,661 $ 2,158,630 $ 3,649,517
TOTALLIABILITIES&FUNDBALANCES$ 1,256,222 $ 135,376 $ 144,374 $ 111,661 $ 2,158,630 $ 3,806,263
Page 1 SPRING RIDGE Community Development District General Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE ($) AS A % OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
REVENUES
Interest - Investments $ 1,763 $ 881 $ 6,173 $ 5,292 350.14% Room Rentals - - 1,498 1,498 0.00% Special Assmnts- Tax Collector 388,335 206,755 286,135 79,380 73.68% Special Assmnts- Discounts (15,533) (8,271) (10,903) (2,632) 70.19% Other Miscellaneous Revenues - - 3 3 0.00% Gate Bar Code/Remotes - - 319 319 0.00% Access Cards - - 28 28 0.00%
TOTAL REVENUES 374,565 199,365 283,253 83,888 75.62%
EXPENDITURES
Administration P/R-Board of Supervisors 9,600 4,800 3,800 1,000 39.58% FICA Taxes 734 367 291 76 39.65% ProfServ-Engineering 3,000 1,500 5,400 (3,900) 180.00% ProfServ-Legal Services 11,000 5,500 2,017 3,483 18.34% ProfServ-Mgmt Consulting Serv 52,284 26,142 29,115 (2,973) 55.69% ProfServ-Property Appraiser 7,767 7,767 7,767 - 100.00% Auditing Services 5,000 2,500 - 2,500 0.00% Postage and Freight 1,055 527 356 171 33.74% Insurance - General Liability 17,207 12,905 10,654 2,251 61.92% Printing and Binding 950 475 115 360 12.11% Legal Advertising 1,000 500 101 399 10.10% Misc-Bank Charges 950 475 424 51 44.63% Misc-Assessmnt Collection Cost 7,767 4,134 5,767 (1,633) 74.25% Annual District Filing Fee 175 175 175 - 100.00% Total Administration 118,489 67,767 65,982 1,785 55.69%
Landscape Services Contracts-Landscape 40,308 20,154 20,154 - 50.00% Utility - Irrigation 7,225 3,613 5,195 (1,582) 71.90% R&M-Renewal and Replacement 5,000 2,500 350 2,150 7.00% R&M-Irrigation 2,000 1,000 319 681 15.95% Misc-Contingency 100 50 430 (380) 430.00% Total Landscape Services 54,633 27,317 26,448 869 48.41%
Gatehouse Communication - Teleph - Field 1,450 725 1,041 (316) 71.79% Electricity - General 650 325 292 33 44.92% R&M-General 6,714 3,357 12,736 (9,379) 189.69% Misc-Contingency 100 50 8,295 (8,245) 8295.00% Total Gatehouse 8,914 4,457 22,364 (17,907) 250.89%
Page 2 SPRING RIDGE Community Development District General Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE ($) AS A % OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
Road and Street Facilities Electricity - Streetlighting 13,000 6,500 5,660 840 43.54% R&M-Street Signs 1,000 500 - 500 0.00% R&M-Walls and Signage 1,000 500 180 320 18.00% Reserve - Gate/Entry Feature 2,591 2,591 - 2,591 0.00% Reserve-Lake Embankm/Drainage 15,544 15,544 - 15,544 0.00% Reserve - Roadways 20,000 20,000 - 20,000 0.00% Total Road and Street Facilities 53,135 45,635 5,840 39,795 10.99%
Parks and Recreation - General Payroll-Salaries 65,000 32,500 30,227 2,273 46.50% FICA Taxes 4,973 2,486 2,355 131 47.36% Security Service - Sheriff 6,100 3,050 1,640 1,410 26.89% Communication - Telephone 4,450 2,225 383 1,842 8.61% Electricity - General 5,600 2,800 2,596 204 46.36% Utility - Refuse Removal 1,850 925 569 356 30.76% Utility - Water & Sewer 1,100 550 519 31 47.18% R&M-Clubhouse 4,500 2,250 2,199 51 48.87% R&M-Pools 3,000 1,500 1,649 (149) 54.97% Misc-Holiday Lighting 1,000 500 418 82 41.80% Misc-Property Taxes 748 748 901 (153) 120.45% Misc-Special Events 2,500 1,250 1,578 (328) 63.12% Misc-Contingency 1,507 754 2,475 (1,721) 164.23% Office Supplies 1,500 750 337 413 22.47% Cleaning Supplies 1,100 550 431 119 39.18% Op Supplies - General 6,000 3,000 4,204 (1,204) 70.07% Op Supplies-Pool Chem.&Equipm. 2,500 1,250 468 782 18.72% Capital Outlay 9,801 4,900 100,771 (95,871) 1028.17% Reserve - Clubhouse 4,277 4,277 - 4,277 0.00% Reserve - Parking Lot 8,376 8,376 - 8,376 0.00% Reserve - Swimming Pools 3,512 3,512 - 3,512 0.00% Total Parks and Recreation - General 139,394 78,153 153,720 (75,567) 110.28%
TOTAL EXPENDITURES 374,565 223,329 274,354 (51,025) 73.25%
Excess (deficiency) of revenues Over (under) expenditures - (23,964) 8,899 32,863 0.00%
Net change in fund balance $ - $ (23,964) $ 8,899 $ 32,863 0.00%
FUND BALANCE, BEGINNING (OCT 1, 2018) 1,090,577 1,090,577 1,090,577
FUND BALANCE, ENDING $ 1,090,577 $ 1,066,613 $ 1,099,476
Page 3 SPRINGRIDGE Community Development District Recreational Special Revenue Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEARTODATE YEARTODATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
REVENUES
Interest - Investments $ - $ - $ - $ - 0.00% Special Assmnts- Tax Collector 52,000 27,686 38,315 10,629 73.68% Special Assmnts- Discounts (2,080) (1,107) (1,460) (353) 70.19%
TOTAL REVENUES 49,920 26,579 36,855 10,276 73.83%
EXPENDITURES
Administration ProfServ-Property Appraiser 1,040 - 1,040 (1,040) 100.00% Misc-Assessmnt Collection Cost 1,040 555 772 (217) 74.23% Total Administration 2,080 555 1,812 (1,257) 87.12%
Parks and Recreation - General Capital Outlay 47,840 23,920 - 23,920 0.00% Total Parks and Recreation - General 47,840 23,920 - 23,920 0.00%
TOTAL EXPENDITURES 49,920 24,475 1,812 22,663 3.63%
Excess (deficiency) of revenues Over (under) expenditures - 2,104 35,043 32,939 0.00%
Net change in fund balance $ - $ 2,104 $ 35,043 $ 32,939 0.00%
FUND BALANCE, BEGINNING (OCT 1, 2018) 100,333 100,333 100,333
FUND BALANCE, ENDING $ 100,333 $ 102,437 $ 135,376
Page 4 SPRINGRIDGE Community Development District Series 2015 A1 Debt Service Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEARTODATE YEARTODATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
REVENUES
Interest - Investments $ 10 $ 5 $ 843 $ 838 8430.00% Special Assmnts- Tax Collector 118,609 63,148 87,394 24,246 73.68% Special Assmnts- Discounts (4,744) (2,525) (3,330) (805) 70.19%
TOTAL REVENUES 113,875 60,628 84,907 24,279 74.56%
EXPENDITURES
Administration ProfServ-Arbitrage Rebate 600 - - - 0.00% ProfServ-Dissemination Agent 1,000 1,000 - 1,000 0.00% ProfServ-Property Appraiser 2,372 2,372 2,372 - 100.00% ProfServ-Trustee Fees 5,000 - - - 0.00% Misc-Assessmnt Collection Cost 2,372 1,263 1,761 (498) 74.24% Total Administration 11,344 4,635 4,133 502 36.43%
Debt Service Principal Debt Retirement 50,000 - - - 0.00% Interest Expense 59,760 29,880 29,880 - 50.00% Total Debt Service 109,760 29,880 29,880 - 27.22%
TOTAL EXPENDITURES 121,104 34,515 34,013 502 28.09%
Excess (deficiency) of revenues Over (under) expenditures (7,229) 26,113 50,894 24,781 -704.03%
OTHER FINANCING SOURCES (USES)
Contribution to (Use of) Fund Balance (7,229) - - - 0.00% TOTAL FINANCING SOURCES (USES) (7,229) - - - 0.00%
Net change in fund balance $ (7,229) $ 26,113 $ 50,894 $ 24,781 -704.03%
FUND BALANCE, BEGINNING (OCT 1, 2018) 93,480 93,480 93,480
FUND BALANCE, ENDING $ 86,251 $ 119,593 $ 144,374
Page 5 SPRINGRIDGE Community Development District Series 2015 A2 Debt Service Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEARTODATE YEARTODATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
REVENUES
Interest - Investments $ - $ - $ 724 $ 724 0.00% Special Assmnts- Tax Collector 70,999 37,801 52,314 14,513 73.68% Special Assmnts- Discounts (2,840) (1,512) (1,993) (481) 70.18%
TOTAL REVENUES 68,159 36,289 51,045 14,756 74.89%
EXPENDITURES
Administration ProfServ-Property Appraiser 1,420 1,420 1,420 - 100.00% Misc-Assessmnt Collection Cost 1,420 756 1,054 (298) 74.23% Total Administration 2,840 2,176 2,474 (298) 87.11%
Debt Service Principal Debt Retirement 25,000 - - - 0.00% Interest Expense 40,500 20,250 20,250 - 50.00% Total Debt Service 65,500 20,250 20,250 - 30.92%
TOTAL EXPENDITURES 68,340 22,426 22,724 (298) 33.25%
Excess (deficiency) of revenues Over (under) expenditures (181) 13,863 28,321 14,458 -15646.96%
OTHER FINANCING SOURCES (USES)
Contribution to (Use of) Fund Balance (181) - - - 0.00% TOTAL FINANCING SOURCES (USES) (181) - - - 0.00%
Net change in fund balance $ (181) $ 13,863 $ 28,321 $ 14,458 -15646.96%
FUND BALANCE, BEGINNING (OCT 1, 2018) 83,340 83,340 83,340
FUND BALANCE, ENDING $ 83,159 $ 97,203 $ 111,661
Page 6 SPRINGRIDGE Community Development District Series 2015 A3 Debt Service Fund
Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending March 31, 2019
ANNUAL YTD ACTUAL ADOPTED YEARTODATE YEARTODATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD
REVENUES
Interest - Investments $ - $ - $ 972 $ 972 0.00% Special Assmnts- Prepayment - - 2,053,149 2,053,149 0.00%
TOTAL REVENUES - - 2,054,121 2,054,121 0.00%
EXPENDITURES
Debt Service Principal Prepayments - - 20,736 (20,736) 0.00% Total Debt Service - - 20,736 (20,736) 0.00%
TOTAL EXPENDITURES - - 20,736 (20,736) 0.00%
Excess (deficiency) of revenues Over (under) expenditures - - 2,033,385 2,033,385 0.00%
Net change in fund balance $ - $ - $ 2,033,385 $ 2,033,385 0.00%
FUND BALANCE, BEGINNING (OCT 1, 2018) - - 125,245
FUND BALANCE, ENDING $ - $ - $ 2,158,630
Page 7 Spring Ridge Community Development District
Notes to the Financial Statements March 31, 2019
Assets
The District has General Fund monies invested in two money market accounts and two certificates of deposit. (See Cash & Investments ► Report for further details.)
►Interest Receivable represents FY 2018 interest on CDs not yet received.
Liabilities
■ Accounts Payable represents invoices for the month of March paid in April.
Financial Overview / Highlights
►As of March 2019, total revenues are at 74% of the annual budget. The special assessment tax collector is at 76%.
►Total expenditures are at approximately 73% of the annual budget.
Variance Analysis Annual Account Name YTD Actual Budget %ofBudget Explanation
General Fund Expenditures
Administrative
ProfServ-Engineering $5,400 $3,000 180% All payments to JMT for engineering fees.
ProfServ-Mgmt Consulting Serv $29,115 $52,284 56% The budgeted amount includes monthly management fee and annual assessment roll fee.
ProfServ-Property Appraiser $7,766 $7,767 100% Property Appraiser services paid in full.
Insurance-General Liability $10,654 $17,207 62% Three quarterly payments have been made.
Landscape
Utility-Irrigation $5,195 $7,225 72% All payments to Hernando County Utilities for irrigation.
Misc-Contingency $430 $100 430% All payments for miscellaneous items.
The notes are intended to provide additional information helpful when reviewing the financial statements.
Page 8 Spring Ridge Community Development District
Notes to the Financial Statements March 31, 2019
Annual Account Name YTD Actual Budget %ofBudget Explanation
Gatehouse
Communication-Teleph-Field $1,041 $1,450 72% All payments to AT&T for phone services.
R&M-General $12,736 $6,714 190% Includes $4,135 for proximity cards and other gate repairs.
Misc-Contingency $8,295 $100 8295% Includes $8,295 for gate house cameras.
Parks and Recreation
R&M-Pools $1,649 $3,000 55% All payments for pool supplies and repairs.
Misc-Property Taxes $901 $748 120% All payments for property taxes.
Misc-Special Events $1,578 $2,500 63% All payments for special events.
Misc-Contingency $2,475 $1,507 164% Includes payments for pool monitoring and other miscellaneous costs.
Operating Supplies-General $4,204 $6,000 70% All payments made for operating supplies.
Capital Outlay $100,771 $9,800 1028% All payments made for fitness center renovation.
The notes are intended to provide additional information helpful when reviewing the financial statements.
Page 9 Spring Ridge Community Development District
Supporting Schedules
March 31, 2019 Spring Ridge All Funds Community Development District
Non-Ad Valorem Special Assessments - Hernando County Tax Collector (Monthly Assessment Collection Distributions) For the Fiscal Year Ending September 30, 2019
ALLOCATION BY FUND Discount / Gross Series 2015A-1 Series 2015A-2 Date Net Amount (Penalty) Appraiser Collection Amount General Rec Debt Service Debt Service Received Received Amount Cost Cost Received Fund Fund Fund Fund
Assessments Levied FY 2019 $ 629,943 388,335$ 52,000$ $ 118,609 $ 70,999 Allocation % 100.00% 61.65% 8.25% 18.83% 11.27%
11/21/18$ 8,155 $ 947 12,599$ 424$ $ 22,125 13,639$ 1,826$ $ 4,166 $ 2,494 12/07/18$ 70,760 $ 3,009 -$ 1,444$ $ 75,213 46,366$ 6,209$ $ 14,162 $ 8,477 12/14/18$ 299,592 $ 12,739 -$ 6,114$ $ 318,446 196,309$ 26,287$ $ 59,958 $ 35,891 12/28/18$ 21,888 $ 447 -$ 880$ $ 23,215 14,311$ 1,916$ $ 4,371 $ 2,616 01/25/19$ 10,053 $ 314 -$ 205$ $ 10,572 6,517$ 873$ $ 1,991 $ 1,192 02/28/19$ 1,763 $ 35 -$ 36$ $ 1,834 1,130$ 151$ $ 345 $ 207 03/22/19$ 12,307 $ 196 251$ $ 12,753 7,862$ 1,053$ $ 2,401 $ 1,437
TOTAL$ 424,518 $ 17,687 12,599$ 9,354$ $ 464,158 286,135$ 38,315$ $ 87,394 $ 52,314
% Collected 74% 74% 74% 74% 74%
TOTAL OUTSTANDING $ 165,785 102,200$ 13,685$ $ 31,215 $ 18,685
Page 10 Spring Ridge CDD Bank Reconciliation
Bank Account No. 0118 SunTrust Bank N.A. - GF Statement No. 03-19 Statement Date 3/31/2019
G/L Balance (LCY) 148,541.73 Statement Balance 299,555.75 G/L Balance 148,541.73 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 299,555.75 Subtotal 148,541.73 Outstanding Checks 151,014.02 Negative Adjustments 0.00 Differences 0.00
Ending G/L Balance 148,541.73 Ending Balance 148,541.73
Difference 0.00
Posting Document Document Cleared Date Type No. Description Amount Amount Difference
Outstanding Checks
4/13/2018 Payment 004323 HERNANDO COUNTY BUILDING DEPT 250.00 0.00 250.00 9/18/2018 Payment 004479 AQUA TECH'S POOL SERV. INC. 225.00 0.00 225.00 1/18/2019 Payment 004562 SPRING RIDGE CDD 150,000.00 0.00 150,000.00 3/28/2019 Payment DD00936 Payment of Invoice 005595 201.52 0.00 201.52 3/28/2019 Payment 004614 STRALEY ROBIN VERICKER 337.50 0.00 337.50
Total Outstanding Checks...... 151,014.02 151,014.02
Page 11 Spring Ridge Community Development District
Cash and Investment Report March 31, 2019
ACCOUNT NAME BANK NAME YIELD MATURITY BALANCE
GENERAL FUND
Checking Account - Operating SunTrust 1.52% n/a $ 148,542 Petty Cash n/a 100
Certificate of Deposit - 18 Months BankUnited 1.45% 4/30/2019 101,654 Certificate of Deposit - 18 Months BankUnited 1.81% 10/12/2019 200,000 Subtotal 301,654
Money Market Account Centennial 0.80% n/a 44,683 Money Market Account BB&T 1.50% n/a 458,044 Money Market Account Valley 1.75% n/a 300,000 Subtotal$ 802,727
DEBT SERVICE FUND
Series 2015 A1 Reserve Acct US Bank 0.30% n/a 60,213 Series 2015 A1 Revenue Acct US Bank 0.30% n/a 81,844 Series 2015 A2 Reserve Acct US Bank 0.30% n/a 33,364 Series 2015 A2 Revenue Acct US Bank 0.30% n/a 76,910 Series 2015 A3 Prepayment Acct US Bank 0.30% n/a 2,158,481 Series 2015 A3 Revenue Acct US Bank 0.30% n/a 149 Subtotal$ 2,410,961
Total$ 3,663,984
Page 12 SPRING RIDGE Community Development District
Payment Register by Fund For the Period from 3/1/2019 to 3/31/2019 (Sorted by Check / ACH No.)
Fund Check / Amount Date Payee Invoice No. Payment Description Invoice / GL Description G/L Account # No. ACH No. Paid
GENERAL FUND - 001
001 004589 03/04/19 STRALEY ROBIN VERICKER 16713 1/18-2/5/19 GEN COUNSEL ProfServ-Legal Services 531023-51401 $140.00 001 004595 03/06/19 FLORIDA MUNICIPAL INSURANCE TR 030119-1103 LIAB/AUTO/PROP/WRKRS Insurance - General Liability 545002-51301 $3,756.75 001 004596 03/06/19 INFRAMARK, LLC 38610 MGMT FEES FEB 2019 ProfServ-Mgmt Consulting Serv 531027-51201 $3,859.40 001 004596 03/06/19 INFRAMARK, LLC 38610 MGMT FEES FEB 2019 Printing and Binding 547001-51301 $12.75 001 004596 03/06/19 INFRAMARK, LLC 38610 MGMT FEES FEB 2019 Postage and Freight 541006-51301 $64.16 001 004598 03/12/19 A CIVIL DESIGN GROUP LLC B-13991 COPIES SITE DRAWINGS Capital Outlay 564043-57201 $42.00 001 004599 03/12/19 AT&T 022619-1980 SVC 2/26-3/25/19 Communication - Teleph - Field 541005-53904 $141.61 001 004600 03/12/19 FEDEX 6-476-73653 SVC 2/21/19 Postage and Freight 541006-51301 $11.97 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 SCP DIST-POOL CHEMICALS 552032-57201 $165.15 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 AMAZON-WALLS/SIGNAGE 546106-54101 $79.92 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 AMAZON-CLEANING SUPPLIES 551003-57201 $170.82 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 AMAZON-LIGHT BULBS 552001-57201 $38.98 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 AOLSUPPORT 552001-57201 $4.99 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 WALMART-CLEANING SUPPLIES 551003-57201 $10.84 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 LOWES-BATTERY 552001-57201 $28.98 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 SAMS-GAS 552001-57201 $46.76 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 SAMS-CLEANING 551003-57201 $6.98 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 ESP -WALLS/SIGNAGE 546106-54101 $100.00 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 WALMART 552001-57201 $28.61 001 004601 03/12/19 SUNTRUST-VISA 022519-9055 PURHCASES 2/6/19-2/21/19 WALMART 552001-57201 $3.97 001 004606 03/14/19 CRESPO LANDSCAPING 030119 TREE TRIMMING Misc-Contingency 549900-53902 $100.00 001 004607 03/14/19 JUANPEREZ 57940 SECURITY 2/23/19-2/24/19 Security Service - Sheriff 534365-57201 $90.00 001 004608 03/14/19 NDLLLC 109319 IRRIGATION R&M-Irrigation 546041-53902 $207.21 001 004608 03/14/19 NDLLLC 109320 SVC IRR SYSTEM R&M-Irrigation 546041-53902 $25.12 001 004608 03/14/19 NDLLLC 109178 MTHY CONTRACT SVC MAR 2019 Contracts-Landscape 534050-53902 $3,359.00 001 004609 03/14/19 REPUBLIC SERVICES #762 0762-002236046 PICKUP SVC 3/1-3/31 Utility - Refuse Removal 543020-57201 $78.28 001 004610 03/19/19 THEHOMEDEPOT 031519 GATEHOUSEDOORSREMODEL Capital Outlay 564043-57201 $5,014.10 001 004611 03/22/19 A CIVIL DESIGN GROUP LLC C-13986 COPIES FOR CONTRACTOR Printing and Binding 547001-51301 $12.00 001 004612 03/22/19 WENTRA CONSTRUCTION INC 031519-001 PAY APP #1 Capital Outlay 564043-57201 $48,511.87 001 004613 03/26/19 A CIVIL DESIGN GROUP LLC B-14006 CONSTRUCTION MGMT/ADMINISTRAT Capital Outlay 564043-57201 $422.40 001 004614 03/28/19 STRALEY ROBIN VERICKER 16820 MARGENCOUNSEL ProfServ-Legal Services 531023-51401 $337.50 001 117 03/26/19 SPRING RIDGE CDD 032219-XFER TRFCENTENNIALMMATOSUNTRUST Cash with Fiscal Agent 103000 $125,000.00 001 118 03/26/19 SPRING RIDGE CDD 032219-MMA TRF CENTENNIAL MMA-VALLEY MMA OPENNEWACCOUNTVALLEYMMA 103000 $300,000.00 001 DD00932 03/08/19 WITHLACOOCHEE RIVER ELECTRIC 022219 ACH 1/21-2/19/19 ELEC ACH Electricity - General 543006-53904 $44.03 001 DD00932 03/08/19 WITHLACOOCHEE RIVER ELECTRIC 022219 ACH 1/21-2/19/19 ELEC ACH Electricity - General 543006-57201 $382.67
Page 13 SPRING RIDGE Community Development District
Payment Register by Fund For the Period from 3/1/2019 to 3/31/2019 (Sorted by Check / ACH No.)
Fund Check / Amount Date Payee Invoice No. Payment Description Invoice / GL Description G/L Account # No. ACH No. Paid
001 DD00932 03/08/19 WITHLACOOCHEE RIVER ELECTRIC 022219 ACH 1/21-2/19/19 ELEC ACH Electricity - Streetlighting 543013-54101 $1,053.44 001 DD00936 03/28/19 BRIGHT HOUSE NETWORKS 051374701030919 ACH SVC 3/13-4/12/19 Op Supplies - General 552001-57201 $201.52 001 DD00937 03/12/19 HERNANDO COUNTY UTILITIES 022819 ACH SVC 1/22/19-2/28/19 Utility - Water & Sewer 543021-57201 $44.58 001 DD00937 03/12/19 HERNANDO COUNTY UTILITIES 022819 ACH SVC 1/22/19-2/28/19 Utility - Irrigation 543014-53902 $895.49
001 DD00929 03/07/19 SANDRAMANUELE PAYROLL March 07, 2019 Payroll Posting $1,241.32 001 DD00930 03/07/19 LAURIE B LIEDKE PAYROLL March 07, 2019 Payroll Posting $364.78 001 DD00931 03/07/19 JOSER.DELTORO PAYROLL March 07, 2019 Payroll Posting $637.21 001 004590 03/06/19 JANEANNBREKKA PAYROLL March 06, 2019 Payroll Posting $184.70 001 004591 03/06/19 ANTHONY J. MARTINO PAYROLL March 06, 2019 Payroll Posting $184.70 001 004592 03/06/19 MERRY-LYN G. ORLANDO PAYROLL March 06, 2019 Payroll Posting $184.70 001 004593 03/06/19 ALICE J. CHAROONSAK PAYROLL March 06, 2019 Payroll Posting $184.70 001 004594 03/06/19 GUILLERMO E. VELEZ PAYROLL March 06, 2019 Payroll Posting $184.70 001 004602 03/13/19 ANTHONY J. MARTINO PAYROLL March 13, 2019 Payroll Posting $184.70 001 004603 03/13/19 MERRY-LYN G. ORLANDO PAYROLL March 13, 2019 Payroll Posting $184.70 001 004604 03/13/19 ALICE J. CHAROONSAK PAYROLL March 13, 2019 Payroll Posting $184.70 001 004605 03/13/19 GUILLERMO E. VELEZ PAYROLL March 13, 2019 Payroll Posting $184.70 001 DD00933 03/21/19 SANDRAMANUELE PAYROLL March 21, 2019 Payroll Posting $1,193.11 001 DD00934 03/21/19 LAURIE B LIEDKE PAYROLL March 21, 2019 Payroll Posting $364.78 001 DD00935 03/21/19 JOSER.DELTORO PAYROLL March 21, 2019 Payroll Posting $591.04
Fund Total $500,548.39
SERIES 2015 A1 DEBT SERVICE FUND - 202
202 004597 03/06/19 SPRING RIDGE C/O US BANK 030119-2015A1 TAX COLLECTIONS SERIES 2015 A1 Investments Current 151000 $2,175.47
Fund Total $2,175.47
SERIES 2015 A2 DEBT SERVICE FUND - 203
203 004597 03/06/19 SPRING RIDGE C/O US BANK 030119-2015A2 TAX COLLECTIONS SERIES 2015 A2 Investments Current 151000 $1,563.99
Fund Total $1,563.99
Total Checks Paid $504,287.85
Page 14
4C.
Seventh Order of Business
7A
SPRING RIDGE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR QUALIFICATIONS FOR PROFESSIONAL ENGINEERING SERVICES
Submitted to: Spring Ridge Community Development District April 25, 2019
April 25, 2019
Mark Vega INFRAMARK Infrastructure Management Services 2654 Cypress Ridge Boulevard, Suite 101 Wesley Chapel, FL 33544
RE: Request for Qualifications for Professional Engineering Services Spring Ridge Community Development District (CDD)
Dear Mr. Vega:
A Community Development District (CDD) is integral in providing the residents of the community it serves the highest quality of life possible, ensuring that high standards of development will continue to be met long into the future. Spring Ridge CDD is no exception. We understand the district is responsible for maintaining its existing infrastructure, providing capital improvements, and improving the quality of the development, all while operating within closely monitored and audited budgets to meet the high expectations for the community they serve. It is crucial to your CDD’s continued long-term success that your consulting engineer shares your focus on careful, timely, and cost-conscious fulfillment of the residents’ expectations.
Johnson, Mirmiran & Thompson, Inc. (JMT) has successfully performed on a myriad of general service contracts based on our reputation for delivering a high-quality product and outstanding service to our partners.
Leading our commitment to Spring Ridge CDD is myself, Stephen Brletic, PE. I have over 8 years of civil engineering experience and a strong understanding of the unique needs of a CDD. My ability to develop strong relationships with clients has ensured that the end results exceed the expectations of District Managers through careful coordination of schedules, budgets, and priorities. I am most proud of my reputation of responsiveness when addressing the needs of JMT’s clients. The point of contact for this CDD will be myself, Stephen Brletic. I will be responsible for attending District Board meetings, performing construction services, and any other engineering tasks.
JMT’s staff has a breadth of experience in working with CDDs, which means you benefit by getting professional expertise delivered with a personalized approach and attentiveness to your needs. As the District Engineer for several similar CDDs, we believe we have a thorough understanding of your service requirements.
Our first priority is to establish a personalized team for each individual work assignment undertaken. This process begins with understanding your needs. Based on our coordination and research, we will assign a project team that has the best experience to meet those needs. I will strategically determine how to best utilize our internal resources as well as choose subconsultants, if needed, that would best complete the team. This approach ensures that we have the right resources to exceed your expectations.
Asset Management: JMT can assist the District by developing or updating land ownership and maintenance maps depicting District property and facilities and areas maintained by vendors such as landscapers or aquatic services. Wetlands and buffer areas may also be added as needed to educate residents and vendors of the different vegetation restrictions that may exist. These maps are living documents that may be updated as your community grows or as vendor needs change. JMT can also provide asset reports cataloging facilities or property, such as stormwater facilities or streets, for condition, suggested maintenance, or replacement so that future capital fund expenditures may be scheduled in advance.
Capital Improvements: JMT can provide the District with planning assistance in determining needed capital improvements including the development of construction plans and permits. JMT can also assist in developing capital improvement budgets so that funding may be planned for long term improvements. Drainage Improvements: JMT will identify any nuisance drainage problems, identify potential solutions, and provide cost estimates for alleviating the nuisance. Sometimes simple regrading or modifications to curbs or landscaping can correct standing water on streets or in grassy areas.
Permitting: JMT will inspect existing ponds in accordance with Southwest Florida Water Management District (SWFWMD) maintenance schedules and all inspection reports will be filed and cataloged by our staff. Our long-term partnership with SWFWMD and our continuing services contracts for reviewing SWFWMD ERP permits and past work on NPDES permits for FDOT District 7 have been invaluable in serving the stormwater needs of the following clients: • Harbour Isles CDD in Apollo Beach, Florida • Diamond Hill CDD in Valrico, Florida • Lexington Oaks CDD in Wesley Chapel, Florida • Heritage Springs CDD in Trinity, Florida • South Fork CDD in Riverview, Florida • Oak Creek CDD in Wesley Chapel, Florida • The Woodlands CDD in North Port, Florida • Sterling Hill CDD in Spring Hill, Florida • Mira Lago CDD in Apollo Beach, Florida • River Bend CDD in Ruskin, Florida • The Bridgewater of Wesley Chapel CDD in Wesley Chapel, Florida
Teamwork, integrity, responsibility, and hard work are the cornerstones of our corporate culture and the reason we have earned repeat business and referrals from satisfied clients. Our focus is to ensure that our partners get the positive results and successful projects that they want and deserve. These core values are at the heart of every service we perform.
We are confident that the information in this Request for Proposal and the client testimonials substantiate our capabilities and our commitment of quality and integrity to our clients. We look forward to working with the Spring Ridge Community Development District to enhance your community.
Very truly yours, JOHNSON, MIRMIRAN & THOMPSON, INC.
Stephen Brletic, PE Project Manager ARCHITECT – ENGINEER QUALIFICATIONS PART I - CONTRACT-SPECIFIC QUALIFICATIONS
A. CONTRACT INFORMATION
1. TITLE AND LOCATION (City and State) Spring Ridge Community Development District, Hernando County, FL
2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER N/A
B. ARCHITECT-ENGINEER POINT OF CONTACT
4. NAME AND TITLE Stephen Brletic, PE 5. NAME OF FIRM Johnson, Mirmiran and Thompson, Inc. (JMT) 6. TELEPHONE NUMBER 7. FAX NUMBER 8. E-MAIL ADDRESS 813-868-6508 813-314-0345 [email protected] C. PROPOSED TEAM (Complete this section for the prime contractor and all key subcontractors.) (Check)
- R
9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT V - J PRIME PARTNER TRACTO SUBCON Johnson, Mirmiran and Thompson, 2000 East 11th Avenue, Suite 300 Civil Engineering and Surveying Inc. (JMT) Tampa, Florida 33605 a. x
CHECK IF BRANCH OFFICE
b.
CHECK IF BRANCH OFFICE
c.
CHECK IF BRANCH OFFICE
d.
CHECK IF BRANCH OFFICE
e.
CHECK IF BRANCH OFFICE
f.
CHECK IF BRANCH OFFICE
D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)
AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (1/2004) Organizational Chart Professional Engineering Services
Spring Ridge Community Development District
QUALITY CONTROL DISTRICT ENGINEER
Sergio Quevedo, PE, PTOE Stephen Brletic, PE
STORMWATER WATERWAYS & STORMWATER WATER/SEWER SYSTEM ROADWAY WETLANDS MANAGEMENT FACILITY INSPECTIONS Robert Dvorak, PE Robert Dvorak, PE Stephen Brletic, PE Jordan Caviggia, PE Jason Evert, MS Stephen Brletic, PE Rick Neidert Eric Hendra, PE Robin Hernandez, PE Derek Doughty, PE Steven Collins, PE, PhD Ernie Pietroburgo Sue Horton, EI Rick Neidert Sue Horton, EI Cliff Wilson
REGULATORY STREET LIGHTING SURVEY PERMITTING TRAFFIC OPERATIONS COMMUNITY FACILITIES Stephen Brletic, PE Sergio Quevedo, PE, PTOE Sergio Quevedo, PE, PTOE Stephen Brletic, PE Danny Polk, PLS Derek Doughty, PE Sara Beresheim, PE, PTOE Sara Beresheim, PE, PTOE Eric Hendra, PE David Puigdomenech, PSM Eric Hendra, PE Ray Rodriguez Glenn Bailey Sue Horton, EI Rick Neidert
Bold name: Key Personnel E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Stephen Brletic, PE Project Manager/ a. TOTAL b. WITH CURRENT FIRM District Engineer 8 5 15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) BS in Civil Engineering, University of North Florida, 2011 Professional Engineer, Florida (81281)
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Brletic has 8 years of experience in land development engineering in the Tampa Bay area. His project experience includes design and permitting for a wide range of projects, including residential subdivisions, commercial developments, and borrow pits. He routinely performs the functions necessary to design and permit land development projects.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Lexington Oaks CDD Engineering Support PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida Ongoing Varies
a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. JMT provided engineering services on a work order basis to serve as District Engineer for the Lexington Oaks CDD. The District is an approximately 800-acre master planned golf course development consisting of over 500 residential units and commercial buildings. Work orders included addressing pond erosion problems and sinkhole concerns, analysis of parking lot flooding, negotiations with the county for safety improvements to roadways, and assistance in repair for walls.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Oak Creek CDD PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Ongoing Hillsborough County, Florida Varies
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Design Engineer. JMT provides engineering services to the Oak Creek Community Development District (CDD) in Wesley Chapel on an b. as-needed basis to assist the community in maintaining and improving their infrastructure assets. Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager. Various tasks completed for the Oak
Creek community include: 7TBasketball Court – JMT is preparing plans to construct a basketball court to add to the existing amenities in the vicinity of the clubhouse pool. JMT will also oversee contractor bidding and construction phase services. Trail Boardwalks – JMT is preparing plans to construct a pedestrian boardwalk in two locations within the community to connect existing trails through wetlands and over creeks to provide residents with access to the natural uplands to utilize as a picnic or walking trail amenity.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Seminole High School Sanitary and Storm Replacements PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pinellas County, Florida 2014 2014 c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Construction Assistance. JMT performed the design and permitting and provided construction phase assistance for the replacement of a sanitary trunk line to an existing lift station and replacement of the storm drain outfall from the auditorium roof drains. This project was performed for the Pinellas County School District.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Maximo Elementary School Parking Lot Expansion PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pinellas County, Florida 2015 2015
d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Design Engineer. JMT provided survey, civil design, and permitting services for the expansion of the existing parking lot on the Maximo Elementary campus. JMT provided the School Board with two (design concepts and they selected a version to expand the existing parking lot by 27 additional parking spaces. The expansion required the addition of a new storm water pond and control structure. Both the pond and control structure were permitted through SWFWMD and Pinellas County respectively.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Robert E. Dvorak, PE Senior Engineer a. TOTAL b. WITH CURRENT FIRM 33 23
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) BSE, Agricultural Engineering, University of Florida, 1984 Professional Engineer FL 40962
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Dvorak is responsible for managing the water resource projects for Johnson, Mirmiran and Thompson, Inc. as well as the design, hydrologic and hydraulic modeling, and regulatory permitting for a wide range and variety of projects. He has over 32 years of professional civil engineering experience, all in the state of Florida. His experience with the implementation of local and state regulations has enhanced his ability to expedite the permitting process with the U.S. Army Corps of Engineers (ACOE), the Department of Environmental Protection (DEP), the regional Water Management Districts (WMD’s), and the Florida Department of Transportation (FDOT). 19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Heritage Springs Community Development District PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida Ongoing Varies
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm a. Project Manager. JMT serves as District Engineer for the Heritage Springs CDD and our recent tasks have been varied, including permit inventory and inspections, coordination of and recommendations for maintenance of wetland and mitigation areas, design of drainage improvements, and repair of erosion and scour problems on stormwater ponds, open conveyances, and weirs. For most projects, in addition to design and permitting services, JMT has provided construction support including RFP development, bidding assistance through construction observation and project close-out. JMT also completed a synthesis of research literature regarding the use of grass carp to control nuisance vegetation in stormwater detention ponds. A report with recommendations was presented to the Board.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Oak Creek CDD PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Ongoing Hillsborough County, Florida Varies
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. JMT provides engineering services to the Oak Creek Community Development District (CDD) in Wesley Chapel on an
b. as-needed basis to assist the community in maintaining and improving their infrastructure assets. Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager. Various tasks completed for the Oak Creek community include: Basketball Court – JMT is preparing plans to construct a basketball court to add to the existing amenities in the vicinity of the clubhouse pool. JMT will also oversee contractor bidding and construction phase services. Trail Boardwalks – JMT is preparing plans to construct a pedestrian boardwalk in two locations within the community to connect existing trails through wetlands and over creeks to provide residents with access to the natural uplands to utilize as a picnic or walking trail amenity.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED SWFWMD – Professional Engineering Consultant Services for Regulatory PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Review, Evaluation and Related Work 2006 - 2012 N/A Hernando County, Florida
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm c. Project Manager. JMT provided engineering services concerning regulatory review and evaluation of permit application on an as-needed basis pursuant to individual work orders. The project services included: ERP application reviews, field inspections, as-built processing, computer modeling, meetings with District staff and consultants, project evaluation reports including final regulatory determinations, and presentations for informal dispute resolution and formal expert witness testimony. JMT processed more than a thousand assigned files in over 50 work orders involving review and evaluation of Statement of Completion and as-built drawings. The JMT team worked alongside District staff and shared office space at their headquarters in Brooksville.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Derek Doughty, PE, CFM, D.WRE Stormwater Management; a. TOTAL b. WITH CURRENT FIRM Regulatory Permitting 32 2
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) MS, Engineering University of South Florida, Tampa, FL Professional Engineer, FL 54010 BS, Applied Mathematics, Worcester Polytechnic Institute, Worcester, MA Certified Floodplain Manager US-16-08997 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Doughty has over 32 years of diversified civil engineering experience, including 26 years in hydrologic and hydraulic modeling of stormwater conveyance systems and management facilities. Derek has extensive experience in watershed management, master planning, land engineering and planning, developments of regional impact, stormwater projects, commercial, single-family and multi-family site development engineering, and roadway design. His responsibilities include project management, lead technical engineer, and project engineer while involved in planning, design and permitting services for a wide range of public and private projects. 19. RELEVANT PROJECTS 1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Hillsborough County Stormwater Plan Review Support PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Hillsborough County, Florida Ongoing N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Derek was tasked by Hillsborough County to provide the Development Services Department with Stormwater Design a. Support. As an extension of staff, Mr. Doughty is overseeing the review of permit applications and associated documents for compliance with the Hillsborough County Stormwater Technical Manual (STM) and the Development Procedures Review Manual (DPRM) for the following submittals: preliminary site development plans; preliminary plats; minor site development plans; straight to construction plans; site construction plans; subdivision construction plans; final plats; and as-builts. The services provided to Hillsborough County for this project include: review submitted information for completeness; review submitted information for compliance with applicable County Regulations; prepare written comments; track project deadlines; and assure projects maintain County internal scheduling timelines.
1) TITLE AND LOCATIONT(City and State) (2) YEAR COMPLETED Hazard Mitigation Program Assistance PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida Ongoing N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Derek provided program support services for the Hazard Mitigation, reconciling codes and provided outreach assistance. Such support is needed to ensure consistency and compliance with the County’s Flood Damage Control Regulations and its b. participation with the National Flood Insurance Program. Tasks included, but were not limited to, providing analysis, reviewing certification submittals, refining processes, reconciling codes, and providing outreach assistance to Hillsborough County. As an extension of staff, Derek provided his knowledge and expertise while assisting the County with the tasks described below: assist the County with items related to floodways, floodway impacts and compliance; reconcile the Stormwater Technical Manual (STM) with codes and prepare for code updates (Assisting Government Entities) through the Land Development Code (LDC) and Hillsborough County Construction Code (HCCC) update process; prepare for coastal map changes, physical map revision submittal, and awareness campaign as requested by Communications; and review documents submitted to the County by the community for compliance with the appropriate regulations pursuant to code.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Steven Collins, PE, PhD Waterways & Stormwater Facility a. TOTAL b. WITH CURRENT FIRM Inspections 13 3
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Lake Mary, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) PhD / Biology Registered Professional Engineer ME / Agricultural and Biological Engineering SC, No. 33335; MD, No. 37647; FL, No. 80872 BS / Biological Systems Engineering 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Dr. Collins is an Ecologist and Engineer with experience in watershed assessments, SWM ESD & BMP designs, TMDL/WIP/MS4 compliance, stream restoration, stream geomorphic and bioassessments, hydrologic/hydraulic and sediment transport modeling, suspended and bedload sediment sampling, and water quality analyses. He has published on geospatial analysis of wetlands and threatened riverine species, and has experience conducting RTE species and habitat surveys/assessments. He has experience using ArcGIS 10.x, HEC-RAS, HEC-HMS, HSPF, EPA- SWMM, XP-SWMM, TR-20, TR-55, HY-8, AutoCAD Civil 3D, and MicroStation. 19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Parkland Estates and Swann Avenue Stormwater Improvements, Tampa, PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Florida Ongoing N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm a. Project Engineer. Dr. Collins performed an analysis of design alternatives to remedy flooding along Swann Avenue and Parkland Estates. Dr. Collins updated the City of Tampa’s existing XP-SWMM watershed model with survey data to establish baseline conditions for the 1-, 5- , and 10-year/24 hour storm events. Alternatives included a new stormwater retention pond and a new outfall to the Tampa Bay which was modeled in XP-SWMM. Schematic plans and an engineer’s estimate for the most effective outfall route/stormwater storage option were provided.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Watershed Hydrologic & Sediment Monitoring and Modeling, Masonville PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Cove, Baltimore City, Maryland 2009 N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm b. Lead Scientist. Performed a watershed study and assessment of sediment and pollutant load entering Masonville Cove. A SWMM model was developed from stormdrain as-builts and was calibrated with five months of discharges recorded at the watershed outlet. The calibrated model simulated hydrographs from 20 years of rainfall data. A sediment-discharge curve using the Wilcock & Crowe (2003) transport model was calibrated with bedload measurement from pit-samplers. Annual sediment yield was estimated by coupling the sediment-discharge curve and simulated hydrographs. A suspended sediment sampler captured water samples which were analyzed for TSS, Nitrogen and Phosphorus to estimate nutrient load entering the Cove.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Broad-scale Watershed Study of Imperiled Aquatic Organisms PROFESSIONAL SERVICES CONSTRUCTION (if applicable) New England, Mid-Atlantic, & Ohio Valley 2014 N/A
c. ((3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Principal Investigator. Reach-scale distributions of 40 riverine dragonflies and damselflies were modeled across a 784,982 km2 region spanning from Ohio and Virginia northeast to Maine. Models used watershed, riparian zone, and climatic characteristics to predict undocumented populations, determine empirical biological thresholds, and map distributions across 55,000 stream reaches in the National Hydrography Dataset. Biodiversity hotspots and climatic refugia were identified.
RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Eric Hendra, PE Stormwater Management; a. TOTAL b. WITH CURRENT FIRM Water/Sewer System; Regulatory 30 1 Permitting
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 40T38T17. CURRENT PROFESSIONAL REGISTRATION38T40T 46T48T(STATE AND DISCIPLINE) BS, Ocean Engineering Registered Professional Engineer/FL, No. 48883 Registered Professional Engineer/GA, No. 40757 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Engineering project manager responsible for the management and production efforts for fields of civil, coastal and emergency projects. Project types involved with a wide range of public and private clientele projects including land development, coastal design, damage assessment and implementation, contract administration, construction management and inspection, DoD site improvements, stormwater management systems, drainage permitting, environmental permitting, commercial and residential site development, water and wastewater distribution and collection systems, and roadway construction. 19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
University Area Community Library PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, FL 2017 N/A a.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Civil Engineer. JMT performed the design, permitting and construction phase services for the construction of a new design/build library with associated parking, stormwater management facilities, utilities and access in north Tampa near USF.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Arturo Fuente’ Cigar Factory Restoration & New Warehouse PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Ybor City, FL 2014 2017 b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Civil Engineer. Prepared redesign of existing parking lot, driveway and fire line to meet new standards, enhancing the old cigar factory to a new main office building of the Fuente’ Cigar Company. Project required site research and in field changes to meet new discoveries. New stand-alone warehouse site adjacent to the current project requiring full civil site plans for permitting.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Lighthouse Creek Office PROFESSIONAL SERVICES CONSTRUCTION(if applicable) Pinellas County, FL 2012 2013 c.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Civil Engineer. Prepared engineering plans and permitting for a small office complex. Design included water managements system and connection to water a sewer services.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Verizon North Point Parkway Parking Expansion PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Alpharetta, GA 2015 2016 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Civil Engineer. Prepared an expansion of a parking lot for approximately 800 spaces, work with a team of architects and other consultants for site and building remodeling. Work is to comply with current master plan and local codes. Prepare plans from schematic design through to construction.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Sergio Quevedo, PE, PTOE Quality Control/ a. TOTAL b. WITH CURRENT FIRM Traffic Operations/Lighting 17 2 15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION T(STATE AND DISCIPLINE) BS, Civil Engineering, University of Florida 2000 Professional Engineer, FL MS, Civil Engineering, University of Florida 2001 Professional Traffic Operations Engineer, FL 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Quevedo has 17 years of experience; he is proficient in managing a staff of technical personnel performing traffic operational and safety studies, ADA assessments, signing and pavement marking design, signalization design, ITS design, and lighting design. His experience includes numerous traffic studies, covering signal warrants, intersection safety and operations, arterial safety and operations, four-way stop warrants, signal retiming, speed, delay, and fatal crash and high crash location reviews. 19. RELEVANT PROJECTS 1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Professional Services for Signalized Intersection Timing Update Program PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
(SITUP) Ongoing N/A Hillsborough County, Florida
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm a. Traffic Engineer. Hillsborough County’s Signalized Intersection Timing Update Program (SITUP) was implemented several years ago with the goal of retiming traffic signal systems on a recurring basis in order to improve traffic flow and reduce delay. SITUP is integrated into the ATMS efforts to upgrade signal hardware and communications. SITUP includes signal timing, traffic operations analysis, traffic data collection, traffic operations support, traffic management center operations, and general transportation systems management and operation. JMT has been responsible for data collection and several traffic studies and design tasks such as a Left-Turn Warrant analysis for a dual-left turn lane and a mid-block pedestrian crossing study with design recommendations. 1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Traffic Engineering Services for Advanced Traffic Management System – PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Intelligent Transportation Systems Ongoing N/A Pinellas County, Florida b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Traffic Engineer. Assisted County staff with their ATMS/ITS Traffic Engineering contract. Services included designing of ATMS/ITS systems; conducting traffic analyses to determine intersection improvements; performing signal operations analysis, timing and studies; and reviewing plans. Several specific projects that we assisted with included: design of South County ATMS, Park Blvd ATMS, SR 580/SR 584/SR 586 ATMS, and the Belleair Causeway at Gulf Blvd signal design.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Sidewalk and Intersection Program Update and Prioritization PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Throughout Hillsborough County, FL Ongoing N/A
c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Engineer. This many-faceted task includes providing a summary of past programs and providing a methodology for finding and prioritizing future projects. JMT will take the currently funded project list and use this methodology to prioritize and program them for the next ten years. In addition, JMT’s technology group will develop a GIS-based program for the County’s use for finding and prioritizing projects in the future.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Hillsborough County Public Works, Hillsborough County Miscellaneous PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Traffic Engineering Services Ongoing N/A Hillsborough County, Florida d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Traffic Engineer. JMT was selected to provide Hillsborough County traffic safety, studies, design and operations for roads and streets under the Miscellaneous Traffic Engineering Services contract. Recent tasks we have performed throughout the County include signal warrant, crosswalk, and lighting studies and temporary traffic control plans.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Sara Beresheim, PE, PTOE Traffic Operations; Street Lighting a. TOTAL b. WITH CURRENT FIRM 17 2
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) BS, University of Florida 2001 Professional Engineer, FL 63951 Professional Traffic Operations Engineer, FL 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mrs. Beresheim has 17 years of experience in the design and production of signing and pavement marking, signalization, ITS, and lighting plans, as well as performing numerous traffic and safety studies. Her background includes ADA reviews, plans and report preparation, and quality assurance reviews. She has completed numerous traffic studies, including signal warrant studies, intersection safety and operations studies, arterial safety and operations studies, signal retiming studies, advisory speed studies, lighting analyses, and fatal crash and high crash location reviews.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Hillsborough County Public Works, Hillsborough County Miscellaneous PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Traffic Engineering Services Ongoing N/A Hillsborough County, Florida a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Traffic Engineer. JMT was selected to provide Hillsborough County traffic safety, studies, design and operations for roads and streets under the Miscellaneous Traffic Engineering Services contract. Recent tasks we have performed throughout the County include signal warrant, crosswalk, and lighting studies and temporary traffic control plans.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED General Engineering Consultant, Tampa Hillsborough Expressway PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Authority (THEA) Ongoing N/A Tampa, FL b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Traffic Engineer. Assisted THEA with various traffic operational studies, traffic safety studies, conceptual design plans, signal designs, as well as signing and pavement marking designs.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Districtwide Traffic Operations Studies, FDOT PROFESSIONAL SERVICES CONSTRUCTION (if applicable) District 7, FL Ongoing N/A
c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Responsible for performing signal warrant studies, intersection, arterial operational, and safety studies, lighting analyses, feasibility reviews, and numerous other traffic data collection tasks for study locations throughout District 7. Responsibilities on this project also include preparation of pushbutton plan sets for improvements such as signalization, signing, pavement markings, lighting, interconnect, and minor geometric changes. 1) TITLE AND LOCATION(City and State) (2) YEAR COMPLETED Districtwide Traffic Operations Studies, FDOT PROFESSIONAL SERVICES CONSTRUCTION (if applicable) District 1, FL Ongoing N/A
d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Development of more than 350 traffic studies and data collection activities throughout District 1 (Polk, Manatee, Sarasota, Charlotte, Lee, Collier, Hardee, Hendry, Highlands, DeSoto, Glades, and Okeechobee Counties). These included numerous signal warrant studies, left turn phase justification analyses, intersection delay studies, speed studies, and turning movement counts. Responsibilities on this project included performing field reviews, traffic analyses and report preparation.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Robin Hernandez, PE Roadway a. TOTAL b. WITH CURRENT FIRM 16 2
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) BSCE, Civil Engineering, University of South Florida, 2003 Professional Engineer, FL 68411
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Ms. Hernandez has over 16 years of experience in civil engineering design and project management. She has managed multiple task-based contracts and roadway improvement projects for Pinellas County, Hillsborough County, and the FDOT. Design background includes roadway and pavement design, temporary traffic control, cost estimation, ADA improvements, and roadway and traffic safety improvements. Ms. Hernandez also has experience with road safety audits and preliminary engineering and safety analysis reports.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Hillsborough County, Miscellaneous General Civil Engineering Services PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida Ongoing N/A
a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. JMT’s Miscellaneous General Civil Engineering Services contract with Hillsborough County is a 2-year, $4 million agreement that JMT has held continuously for nearly 20 years. Task work orders are issued from various sections within the Hillsborough County Public Works Department. Recent assignments have included traffic operations design, drainage improvements, intersection design, construction inspection, and master planning for sidewalk and intersection improvement programs.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Sidewalk and Intersection Program Update and Prioritization PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Throughout Hillsborough County, FL Ongoing N/A
b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Engineer. This many-faceted task includes providing a summary of past programs and providing a methodology for finding and prioritizing future projects. JMT will take the currently funded project list and use this methodology to prioritize and program them for the next ten years. In addition, JMT’s technology group will develop a GIS-based program for the County’s use for finding and prioritizing projects in the future.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Waters Avenue from Sheldon Road to Florida Avenue PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County Public Works 2016 N/A Tampa, FL c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Ms. Hernandez was responsible for the development of a preliminary engineering report, pedestrian and bicycle activity study along Waters Avenue. This included widening options to add bicycle lanes and assessment of ADA and access management issues along the corridor that resulted in two intersection improvement projects at Savarese Circle and Armenia Avenue as well as the restriping of Waters Avenue from Pinehurst Drive to Dale Mabry Highway. 1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Stormwater Management Evaluation and Improvements PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County Public Works Ongoing N/A Tampa, FL d.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Ms. Hernandez was responsible for the project studies for the development of a preliminary design and engineering study at three locations within Hillsborough County, E. Sparkman Road at Nesmith Road, Smith Ryals Road at Holloman Road Intersection, and Armor-Holloway Road.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Ernie Pietroburgo Water/Sewer System a. TOTAL b. WITH CURRENT FIRM 42 2
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) AS, Civil Engineering/Design Drafting, Central Florida Community College, 1976 N/A 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Pietroburgo has 42 years of experience in the analysis, design, and permitting of raw and potable water transmission and distribution systems, sanitary sewer collection and transmission systems, pumping and treatment plant piping, and reclaimed water systems.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Boyette Road Utilities Relocation PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, Florida 2014 2014 a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager/Designer. Mr. Pietroburgo provided project design management and construction engineering services for nearly 4 miles of sanitary collection force mains ranging from 4-inch to 12-inch pipes segmented over three phases.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Northwest Hillsborough Pipeline Project, Tampa Bay Water Regional PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Water System 2009 2009 b. Tampa, Florida
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager/Designer. Mr. Pietroburgo provided project design management and construction engineering services for nearly 2 miles of 36-inch interconnect water main extension through the developed area of Citrus Park in northwestern Hillsborough County.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Hillsborough County Aviation Authority - Cargo Road and Utilities PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Design Build 2014 2014 Tampa, Florida c.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager. Mr. Pietroburgo performed master water planning, 12-inch and 16-inch potable water improvement relocation design, and construction engineering services on a Design-Build project for the Eastside Development area, which included the Cargo Road extension.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
City of Lakeland Utilities PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Lakeland, Florida 2008 2009 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager/Designer. Mr. Pietroburgo provided project design management and construction engineering services for the relocation and improvements of the City's existing water system ranging from 4-inch to 12-inch along the approximately 2-mile In-Town Bypass Roadway Improvement Projects, Phases I and II.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Rick Neidert Senior Inspector a. TOTAL b. WITH CURRENT FIRM 25 11
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) N/A N/A
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Neidert is responsible for performing inspections on a variety of stormwater management facilities throughout southwest Florida for as-builts and recertification compliance. He also participates in advisory committee and association meetings to keep abreast of water management, environment surface water, and water use current and future issues and concerns. He has also performed inspections and surveys on numerous projects throughout southwest Florida.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Heritage Springs CDD PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida Ongoing N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm a. Inspector. Pond Inspections and Report Writing – JMT team conducts inspections and writes reports as part of a professional engineering services as-needed basis assignment. There are 39 water management facilities located in the HSCDD that require inspection and certification of compliance for SWFWMD. JMT was tasked to research the files at SWFWMD to establish a list of facilities and to prioritize the need for inspection and certification. Currently, JMT is conducting several inspections per quarter year to maintain a satisfactory schedule with SWFWMD.
41) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Heritage Pines CDD Pond Inspections PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida 2012 N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm b. Inspector. JMT performed professional engineering services on an as-needed basis in accordance with assignments provided by Heritage Pines Community Development District (HPCDD). Each assignment addressed a particular need, goal or objective and included a specific scope, schedule and fee as determined through coordination and negotiation. JMT was responsible for pond inspections and report writing. There are 62 water management facilities located in the HPCDD that require inspection and certification of compliance for SWFWMD. JMT was tasked to research the files at SWFWMD to establish a list of facilities and priorities the need for inspection and certification. JMT conducted several inspections per quarter to maintain a satisfactory schedule with SWFWMD.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Southwest Florida Water Management District – Professional Engineering PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Consultant Services for Regulatory Review, Evaluation and Related 2011 N/A Services
c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Inspector. JMT provided engineering services regarding regulatory review and evaluation of permit application on an as-needed basis pursuant to individual work orders. The project services included ERP application reviews, field inspections, as-built processing and computer modeling, meeting with District staff and consultants, project evaluation reports including final regulatory determinations, and presentations for formal dispute resolution and formal expert witness testimony. Mr. Neidert processed more than 1400 assigned files involving review and evaluation of Statement of Completion and as-built drawings.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Lexington Oaks CDD Pond Rehabilitation PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida Ongoing N/A d.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Inspector. JMT provided construction inspection services for multiple pond upgrades and pond structure improvements. Inspection scope included earthwork, pavement and concrete structures.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Sue Horton, EI Utilities and Roadway Design a. TOTAL b. WITH CURRENT FIRM 19 11
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) BS, Civil Engineering, University of South Florida, 1998 Engineering Intern, FL 1100006882
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Ms. Horton has over 19 years of experience in transportation engineering design. Her experience includes roadway design, signing and pavement marking, signalization, ITS, toll plazas, community awareness plans, 3R reports, typical section packages, pavement design, engineer’s estimates, computation books, and utility coordination. Ms. Horton’s typical utility coordination activities include identifying involved utility agencies, sending plans to utilities at each submittal, identifying conflicts, and working to resolve conflicts with plan changes or Utility Work Schedules. 19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Lexington Oaks CDD Engineering Services PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Wesley Chapel, Florida Ongoing Varies
a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Professional. JMT is providing engineering services on a work order basis to serve as District Engineer for the Lexington Oaks CDD. The District is an approximately 800-acre master planned golf course development consisting of over 500 residential units and commercial buildings. Work orders to date include addressing pond erosion problems and sink hole concerns, analysis of parking lot flooding, negotiations with county for safety improvements to roadways, and assistance in repair for walls.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Heritage Springs CDD PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida Ongoing Varies b.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Professional. Ms. Horton has assisted with various assignments for the Heritage Springs CDD, including a valuation of the assets for which the District is responsible, which includes stormwater detention ponds, wetlands, mitigation areas, and roadway gutters and inlets and the conveyance systems from the roadways to the ponds.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Diamond Hill CDD PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida Ongoing Varies c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Professional. Professional engineering services on a continuing basis including planning, preparing reports, and preparing plans, designs, and specifications and construction services for: Water management system and facilities, water and sewer system and facilities, roads, landscaping and street lighting, and engineering contract management and inspection services during construction.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Robert Saunders Library PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, Florida 2014 2015 d.
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Professional. Ms. Horton assisted with the site design for this replacement library, including grading and water and sewer connections, service commitments, and permitting.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Cliff Wilson Roadway Designer a. TOTAL b. WITH CURRENT FIRM 37 12
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) University of Florida, College of Architecture Florida Institute of Consulting Engineers – Certified in Advanced Work Zone Traffic Control 18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Wilson has 37 years of experience in the transportation and traffic engineering field. His transportation experience includes roadway design, traffic control plans, transportation planning, drainage design, signing and pavement marking design and utility relocation plans using Microstation and Geopak
0T0T19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Harbour Isles CDD District Engineer PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Hillsborough County, Florida Ongoing
a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Senior Designer. JMT serves as the District Engineer for this community. Assignments have included: design, permitting, and construction phase services for a new fitness center; night swimming assessment; traffic analyses; SWFWMD permit reviews; and assistance with nuisance flooding, pool paver subsidence, and planning for reclaimed water.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Diamond Hill CDD District Engineer PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida Ongoing b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Senior Designer. JMT serves as the District Engineer for this community. Assignments have included pond repairs, pond inspections, and assistance with minor maintenance issues.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Autumn Leaves Drive Drainage Improvements PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida 2014 2014
c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Senior Designer. Autumn Leaves Drive and the immediate vicinity has experienced street flooding during heavy rainfall events. However, during drought periods, the water level in the Autumn Leaves Drive stormwater pond was below that desired by some of the neighborhood residents. The alternative selected for construction included conveyance upgrades, an overbank weir, an additional outfall pipe, and control structure modifications.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
State Road 580 Sidewalk Design PROFESSIONAL SERVICES CONSTRUCTION (if applicable)
Pinellas County, Florida 2008 2009 d. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Designer. This project for FDOT District 7 involved sidewalk design along SR 580 in Hillsborough County including drainage design and pedestrian enhancements at each intersection.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Raymond Rodriguez Senior Traffic Designer a. TOTAL b. WITH CURRENT FIRM 41 14
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) A.S. Architectural/Construction Technology, Hillsborough Community IMSA Traffic Signal Level 1 College, 1975 IMSA Lighting Level 1 IMSA Traffic Signal Inspector SI-41098
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Rodriguez has 41 years experience in the traffic engineering field. His traffic operations experience includes design and preparation of traffic signalization plans, highway lighting, and signing and pavement marking plans using Microstation (currently version V8) according to FDOT Plans Preparation Manual and Design Standards. Ray has experience in data collection, data maintenance and supervision of traffic count personnel for signal timing projects throughout the State of Florida. He also has 4 years experience in highway engineering, which includes the development of roadway and drainage plans using Microstation, Geopak, and AutoCAD.
19. RELEVANT PROJECTS
T1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
School Safety, Circulation and Access Program, (SSCAP) PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida 2012 2014
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm a. Traffic Designer. JMT was the design firm for the Design/Build team lead by David Nelson Construction Services to deliver the Hillsborough County School Safety, Circulation, and Access Program (SSCAP), a joint program of the Hillsborough County Public Works Department and the School District of Hillsborough County. The program consisted of roadway improvements at twenty-two schools to increase safety and the level of service related to student pick-up and drop-off activities. Most of the school sites required an additional turn lane (right and left) on the access roadway. Some sites required on-site roadway and parking improvements to enhance circulation and storage capacity.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
James A. Haley Veterans’ Administration (VA) Campus Lighting PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, Florida 2013 2016
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm b. Traffic Designer. JMT is providing plans, design documents and construction cost estimates for 12 parking lots throughout the campus of the Haley VA Hospital in Tampa. Each parking lot has a unique purpose to accommodate the adjacent building demands as well as the associated pedestrian traffic. Consideration is required for the federal ADA guidelines at each site. Grading, drainage, signing and pavement marking, lighting, and some landscape designs are components of the overall project. This work is being done as a subconsultant to an architectural firm.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Bradenton Road Lighting PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Sarasota, Florida 2013 2014
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Traffic Designer. JMT worked with the City of Sarasota to reconstruct segments of Bradenton Road from a rural to an urban section c. including pedestrian facilities. JMT performed pedestrian lighting design and plans development services utilizing a custom lighting fixture which specifically focuses on the border width area and provides a significant component to the aesthetic environment. The design included strategic placement of fixtures to address the aesthetic image and also to direct light on the sidewalk area while avoiding conflicts with the roadway and adjacent housing. JMT prepared lighting plans for the pedestrian sidewalk. The decorative luminaire was similar to a “Hallbrook” fixture – low wattage mounted below 20 feet. The lighting limits were 6,500 feet.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE Danny L. Polk, PLS Survey Manager a. TOTAL b. WITH CURRENT FIRM 48 14
15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)
Coursework at Tennessee Technical University Florida Professional Surveyor #3317
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Polk has 48 years of progressive experience in all aspects of surveying and related areas throughout the west coast of Florida. Mr. Polk’s experience is all-inclusive, from design and boundary surveys to right-of-way mapping and project management. He serves as Survey Manager at JMT, with responsibility for field and office production. Mr. Polk is a registered professional land surveyor in the State of Florida.
19. RELEVANT PROJECTS
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
School Safety, Circulation, and Access Program (SSCAP) Design/Build PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida 2014 2014
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Survey Manager. JMT was the design firm for the Design/Build team lead by David Nelson Construction Services to deliver the a. Hillsborough County School Safety, Circulation, and Access Program (SSCAP), a joint program of the Hillsborough County Public Works Department and the School District of Hillsborough County. The program consists of roadway improvements at twenty-two schools to increase safety and the level of service related to student pick-up and drop-off activities. Most of the school sites required an additional turn lane (right and left) on the access roadway. Some sites required on-site roadway and parking improvements to enhance circulation and storage capacity. JMT provided surveying, mapping, roadway and pavement design, signal, signing and marking, construction plans and special provisions, regulatory permitting, and utility coordination services to secure the necessary clearances for construction through Hillsborough County. Right-of-way acquisition by Hillsborough County was limited to areas within the School District’s property.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED O’Brien Street PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, Florida 2012 2013 b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Survey Manager. JMT Engineering performed design survey of O'Brien Street from Spruce Street to south of Laurel Street as a subconsultant to HNTB for their roadway improvement project for the City of Tampa.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Drew Park Right-of-Way Improvements PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Hillsborough County, Florida 2013 2016
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Survey Manager. An element of the overall Drew Park CRA Stormwater Project to alleviate area flooding is the construction of a primary drainage conveyance system along both Grady and Lois Avenues. c. Grady Avenue Roadway and Drainage Improvements – Martin Luther King Boulevard to Crest Avenue: These drainage improvements included concrete box culverts and necessitated the reconstruction of Grady Avenue as an urban typical section with bike lanes, sidewalks, limited on-street parking, and streetscape. Significant utility coordination was required, including design of a piggyback sanitary sewer system. Construction was completed in 2014. Lois Avenue Roadway and Drainage Improvements – Tampa Bay Boulevard to Hillsborough Avenue: These drainage improvements included concrete box culverts and necessitated the reconstruction of Lois Avenue as an urban typical section with bike lanes, sidewalks, and three new traffic signals. The roadway received streetscape treatment in accordance with the Drew Park CRA Streetscape and Beautification Master Plan. Significant utility coordination was required. Construction of these improvements was completed this year.
E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)
12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE David A. Puigdomenech, PSM Project Surveyor/Mapper a. TOTAL b. WITH CURRENT FIRM 32 14 15. FIRM NAME AND LOCATION (City and State) Johnson, Mirmiran and Thompson, Inc. (JMT) | Tampa, FL
16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE) AA, Engineering, Hillsborough Community College, 1988 Florida Professional Surveyor & Mapper - 6031 BS, Business Management, University of Phoenix, 2004
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations. Training, Awards, etc.) Mr. Puigdomenech has 32 years of progressive experience in all aspects of surveying and related areas throughout the west coast of Florida. Mr. Puigdomenech’s experience is all-inclusive, from design and boundary surveys to right-of-way mapping and project management. In addition to serving as project surveyor, he also supervises JMT’s survey crews. Mr. Puigdomenech is a registered professional surveyor and mapper in the State of Florida.
0T0T19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
SR 54 Design Survey from CR544/Curley Road to CR579/Morris Bridge PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Road 2010 N/A Pasco County, Florida a. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Surveyor. Control survey, references, pond surveys, digital terrain model, section ties, subdivision ties, and design survey for a 4.7-mile Florida Department of Transportation roadway reconstruction/widening project.
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
Fivay High School Surveys PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida 2009 N/A
b. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Surveyor. Topographic surveys, boundary surveys, boring locations, and property line staking for various parcels being assembled for proposed new high school in Pasco County.
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED New River Elementary School PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Pasco County, Florida 2008 N/A c. (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Surveyor. Topographic surveys, boundary surveys, wetland jurisdictional survey for property to be the site of proposed new elementary school in Pasco County. These surveys served as the base mapping for the site design for the school.
1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED
City of Tampa – Survey Professional Services PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Tampa, Florida 2010 N/A
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Surveyor. Task work orders included: 46th Street and River Hills Drive d. West Shore Blvd. from Euclid to Spring Lake General Survey Request No. 4 - Temple Heights Road from Takomah Trail to Alcolu Ave. Mendenhall Pipe Relocation 1013 E. Holland Street Hamilton Avenue Mendenhall Sketch 4015 W. Powhatan Avenue
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 1 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Heritage Springs CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Wesley Chapel, FL Ongoing varies
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER INFRAMARK Andrew Mendenhall (813) 991-1116 JMT provides engineering services to the Heritage Springs Community Development District (CDD) in Trinity on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Heritage Springs community include: • Hole #17 Drainage Improvement Project – This project involved the design for the regrading of an area of the golf course which had been filled, partially blocking the free flow of water over a 250-foot weir. This design was a compromise between the need to move the water during flood conditions and the need for a dry landing area for golfers. Rip-rap will be used to stabilize areas within the high flow zones along with a stone-filled Geoweb containment system. (Construction budget: $35,000) • Pond Inspections and Report Writing – The JMT team conducts inspections and writes reports as part of a professional engineering services as-needed basis assignment. There are 39 water management facilities located in the CDD that require inspection and certification of compliance for SWFWMD. JMT was tasked to research the files at SWFWMD to establish a list of facilities and to prioritize the need for inspection and certification. Currently, JMT is conducting several inspections per quarter year to maintain a satisfactory schedule with SWFWMD. • Warrington Way Drainage Project – This project was comprised of a bypass drainage system to capture and route water away from the Warrington Way storm sewer system to alleviate flooding problems. Warrington Way has historically flooded due to elevations in the roadway which are too low, allowing standing water when the flood stage in the adjacent wetlands reaches its peak. The drainage project allows for another outfall to the wetland thus reducing flooding in Warrington Way. This project required JMT to update the Master Drainage Analysis for the development and to provide a hydrologic and hydraulic modeling analysis demonstrating that the proposed project would not adversely impact downstream properties. A modification to the approved ERP was obtained from the Southwest Florida Water Management District. JMT also provided construction management services and handled everything from bidding to construction observation to final close-out. (Construction budget: $150,000) • Pond Repairs – This task included ongoing inspection of the ponds and developing plans for specific repairs. These repairs included numerous bank erosions, erosion along the edges of gabions, weir repairs, and flume repairs. JMT also assisted in the project to clear around structures in wetlands to provide for free flow of water out of the development. • Grass Carp Research – JMT completed a synthesis of research literature regarding the use of grass carp to control nuisance vegetation in stormwater detention ponds. A report with recommendations was presented to the Board.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 2 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Lexington Oaks CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Wesley Chapel, FL Ongoing varies
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER INFRAMARK Andrew Mendenhall (813) 991-1116 JMT provides engineering services to the Lexington Oaks Community Development District (CDD) in Wesley Chapel on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Lexington Oaks community include: • Pond Bank Restoration – JMT performed surveying, design and construction administration tasks for the reconstruction and restoration of the pond banks on numerous stormwater management ponds within the community. The objective of the project was to restore the eroded banks to the permitted side slopes and repair drainage structures required for safety and functionality. (Construction performed to-date: $450,000) • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Pasco County. • Pond Maintenance Plan – The objective of this task was to determine the extent of repair needed for each pond, establish an estimated cost, and prioritize each pond based on the functional performance requirements. Inspections were performed for each pond site noting any issue that would require maintenance or repair. Numerous ponds had erosion on the side slopes and several had control structures that were not functioning as designed due to skimmer settlement or foundation/embankment erosion. A report was prepared and presented to the CDD Board for additional action and as a planning tool to eventually address all the ponds. • Amenities Center Drainage Improvements – JMT performed survey and design to alleviate extensive flooding that kept residents from utilizing playcourts and fields as well as prohibiting maintenance. (Construction budget: $40,000) • ADA Facility Compliance – JMT developed a list of needed facility improvements to bring the CDD into compliance with ADA requirements. We have developed plans for the first set of new sidewalks, which will be constructed in the next few months. • Reserve Study – JMT has prepared two updates to the CDD’s Reserve Study. • Court Resurfacing – JMT prepared plans for the resurfacing of two tennis courts and one basketball court. (Construction budget: $15,000) • Pool Heating Analysis – JMT prepared a comparative analysis of heating the District’s pool using natural gas or propane.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 3 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED South Fork CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Wesley Chapel, FL Ongoing N/A
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER INFRAMARK Mark Vega (813) 991-1116
JMT provides engineering services to the South Fork Community Development District (CDD) in Riverview on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the South Fork community include: • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • Pond Bank Restoration – JMT performed surveying, design and construction administration tasks for the reconstruction and restoration of the pond banks on three stormwater management ponds within the community. The objective of the project was to restore the eroded banks to the permitted side slopes and repair drainage structures required for safety and functionality. (Construction budget: $209,000) • Traffic Analyses – JMT has reviewed the Signal Warrant Study provided by the Florida Department of Transportation for the intersection of Ambleside Boulevard at US 301. JMT provided updated traffic counts to determine if the recent development in the area had increased traffic volumes to the point of warranting a signal at this location. • Pond Maintenance Plan – The objective of this task was to determine the extent of repair needed for specific ponds, establish an estimated cost, and prioritize the immediate needs for each pond based on the functional performance requirements. Inspections were performed for each pond site noting any issue requiring maintenance or repair. Numerous ponds had erosion on the side slopes, and several had drainage structures that were not functioning as designed due to becoming dislodged from embankment erosion. A report was prepared and presented to the CDD Board for alternative measures to address the pond issues and RFP packages were prepared for bidding purposes.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 4 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Oak Creek CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Pasco County, FL Ongoing n/a
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER INFRAMARK Mark Vega (813) 991-1116, 104
JMT provides engineering services to the Oak Creek Community Development District (CDD) in Wesley Chapel on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Oak Creek community include:
• Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Pasco County.
• Basketball Court – JMT performed survey, design, permitting, and construction administration for a basketball court adjacent to their clubhouse pool. The court will also be striped for a dual use for two pickleball courts. (Construction budget: $36,000)
• Trail Boardwalks – JMT performed survey, design, permitting, and construction administration for a pedestrian boardwalk in two locations within the community to connect existing trails through wetlands and over creeks to provide residents with safe access to the natural uplands to utilize as a picnic or walking trail amenity. (Construction budget: $63,000)
• Playground Expansion – JMT performed survey, design, and permitting to expand the existing playground to accommodate a new swing set area for toddlers while maintaining safe ADA access.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 5 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Harbour Isles CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Hillsborough County, FL Ongoing varies
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER Harbour Isles CDD Grant Phillips (813) 933-5571
JMT provides engineering services to the Harbour Isles Community Development District (CDD) on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity and each has a specific scope and schedule which is coordinated through the Board and District Manager.
Various tasks completed for the Harbour Isles community include: • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • New Fitness Center – JMT recently completed the site design and permitting for a new fitness center adjacent to the existing clubhouse. Permits were obtained from Hillsborough County and the Southwest Water Management District. We prepared the contract documents, including general conditions, assisted in the bid phase, and provided construction phase services as well. (Construction budget: $119,000) • Night Swimming Assessment – JMT performed light readings and made lighting recommendations with respect to the availability of the community swimming pool during dark hours. • Traffic Analyses – JMT has reviewed the Signal Warrant Study provided by the Florida Department of Transportation for the intersection of US 41/SR 45 at Spindle Shell Way. Discussion with FDOT and the neighboring development are underway. • Miscellaneous Assistance – JMT provides miscellaneous assistance regarding CDD assets, such as: − Reclaimed water assessment and construction − Pool paver subsidence − Nuisance flooding around landscaped areas and pool area − Utility valve subsidence − Monitoring progress of County’s plans to extend reclaimed water to the development within the next two years − Decorative lighting assistance
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 6 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Diamond Hill CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Hillsborough County, FL Ongoing varies
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER Diamond Hill CDD Greg Cox (813) 933-5571
JMT provides engineering services to the Diamond Hill Community Development District (CDD) in Valrico on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Diamond Hill community include: • Brilliant Cut Way Drainage Improvements – JMT performed survey, design, permitting, and construction administration for drainage improvement to alleviate nuisance yard flooding adjacent to CDD ponds and residential properties. (Construction budget: $20,000) • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • Pond Repairs - JMT reviewed the stormwater detention pond conditions and performance. Specific concerns were recent repairs to drainage structures and inflow pipe foundations. Data collection and permit evaluation and research as well as hydraulic and hydrologic calculations were specific tasks. The final deliverable was a report addressing probable improvements and cost estimates for Phase I. Phase II consisted of developing construction documents for competitive bid. The design improvements consisted of an energy dissipating structure with sand cement armoring and regrading around the pond bottoms and side slopes.
Before: After:
• Pond Inspections – JMT reviewed all the permits for the development’s 23 ponds and developed an inspection schedule to comply with SWFWMD requirements. JMT performs the necessary pond inspections.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 7 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED River Bend CDD PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Hillsborough County, FL Ongoing N/A
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER River Bend CDD Debby Nussel (813) 397-5120
JMT provides engineering services to the River Bend Community Development District (CDD) in Ruskin on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the River Bend community include: • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County.
• Amenity Center Drainage Improvements – The River Bend CDD has experience chronic flooding due to rapid expansion of the amenities within the parcel without accommodating additional stormwater runoff. JMT performed survey, design, permitting, and construction administration services to address existing flooding occurring at the access, parking lot, playground, tennis court, pool equipment area, and open spaces. The improvements will accommodate future amenity projects through total buildout of the parcel. (Construction budget: $119,000)
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 8 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Drew Park CRA Right-of-Way Improvements PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Tampa, FL 2016 2016
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER City of Tampa Yvette Pullara (813) 274-8092 Drew Park experiences frequent flooding that results in property damage, creates access problems to businesses and residences during storm events, and creates public safety concerns. Flooding has persisted for years due to the lack of capacity in the primary and secondary drainage systems. The initial phase of the project involved hydraulic/hydrologic stormwater modeling to size new primary drainage conveyances to relieve the flooding problem throughout most of Drew Park and included the development of conceptual roadway improvements for Lois Avenue and Grady Avenue. The recommended improvements included expansion of the existing stormwater retention pond and reconstruction of Grady and Lois Avenues to incorporate new primary drainage systems within the right-of-way of each street. Each of these phases is described below:
Drew Park Stormwater Retention Pond Expansion – To prepare for the new conveyance systems and provide adequate stormwater attenuation for the 3-year storm event, the City’s existing stormwater retention pond had to be expanded and new inflow structures constructed. This work is now complete.
Grady Avenue Right-of-Way Improvements – Martin Luther King Boulevard to Crest Avenue: These drainage improvements included concrete box culverts and necessitated the reconstruction of Grady Avenue as an urban typical section with new sidewalks and pedestrian features, limited on-street parking, and streetscape treatment in accordance with the Drew Park CRA Streetscape and Beautification Master Plan. Significant utility coordination was required, including design of a piggyback sanitary sewer system. Construction of these improvements is complete.
Lois Avenue Right-of-Way Improvements – Tampa Bay Boulevard to Hillsborough Avenue: Like Grady Avenue, the construction of a new primary drainage conveyance system along Lois Avenue included concrete box culverts and necessitated the reconstruction of Lois Avenue as an urban typical section with sidewalks, three new traffic signals, and streetscape treatment in accordance with the Drew Park CRA Streetscape and Beautification Master Plan. Construction of these improvements was completed in 2016.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering, Survey Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 9 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED NPDES Inspections PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Throughout FDOT D1 and D7, FL 1998 - Ongoing n/a
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER Wood | Amec Foster Wheeler Tim Kelly (863) 667-2345 JMT has been responsible for conducting stormwater inspections to determine if the pond was properly maintained and in good operating condition. The pond inspections include a comprehensive review of erosion/scour, hydrology, vegetation, structural, and aesthetic factors. The structural components of the pond that were inspected include the water control structure, outfall pipe, berm stability, and water quality bleed-down orifice. A report was prepared for each pond inspected. A completed certificate of operation was issued for the detention pond if the pond was in good operating condition and properly maintained. Corrective measures were recommended for ponds that were not operating properly or not properly maintained. Re-inspection of a pond was performed, if necessary, to ensure that the required corrective measures were implemented.
JMT has performed Stormwater Pond Inspections and submitted over 1,000 ERP re-certifications for the FDOT D1 and D7 from 1998 to March 2018 on a continuous basis as a subconsultant to their NPDES General Consultant, AMEC Foster Wheeler.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering Inc. (JMT)
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S 20. EXAMPLE PROJECT KEY NUMBER QUALIFICATIONS FOR THIS CONTRACT 10 (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Pond Inspections PROFESSIONAL SERVICES CONSTRUCTION (If applicable) Throughout Southwest, FL 2008 - Ongoing N/A
23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER CBRE Asset Services Debra Harrington (813) 273-8462
Inspections are performed and recorded, by JMT, for comparison to the permitted plans and documents. Any items found to be in question or known as not permit compliant will be addressed to the client for immediate remedy. Any recommended remedies are tracked for completion and re-inspected for permit compliance. If determined that the stormwater facility is fully in compliance, photos and documentation are recorded and certified for the permitting agency, SWFWMD. Stormwater Inspections are also compared to previous inspections to determine performance over the years. Any noted areas that are observed as underperforming or reaching end of life, will be brought to the clients attention for owner maintenance focus and future maintenance budgeting.
The stormwater inspection work, for this client, was to inspect the preformation and existing conditions of the industrial subdivision’s permitted stormwater facilities required bi-annual re-certifications.
25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Johnson, Mirmiran and Thompson, Tampa, FL Engineering Inc. (JMT)
G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS 28. EXAMPLE PROJECTS LISTED IN SECTION F 26. NAMES OF KEY 27. ROLE IN THIS (Fill in "Example Projects Key" section below before completing PERSONNEL CONTRACT table. Place "X" under project key number for (From Section E, (From Section E, participation in same or similar role.) Block 12) Block 13) 1 2 3 4 5 6 7 8 9 10 Stephen Brletic, PE Project Manager
Robert Dvorak, PE Senior Engineer
Jordan Caviggia, PE Roadway Stormwater Management; Regulatory Derek Doughty, PE Permitting Water/Sewer System; Community Eric Hendra, PE Facilities; Regulatory Permitting
Sergio Quevedo, PE, PTOE Quality Control
Waterways & Stormwater Facility Steven Collins, PE, PhD Inspections
Sara Beresheim, PE, PTOE Traffic Operations; Street Lighting
Robin Hernandez, PE Roadway
Ernie Pietroburgo Water/Sewer System
Rick Neidert Inspector
Mona Sue Horton, EI Utilities and Roadway Design
Cliff Wilson Roadway Designer
Raymond Rodriguez Senior Traffic Designer
Glenn Bailey Senior Traffic Designer
Danny Polk, PLS Survey Manager
David Puigdomenech, PSM Project Surveyor/Mapper
29. EXAMPLE PROJECTS KEY NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) 1 Heritage Springs CDD 6 Diamond Hill CDD
2 Lexington Oaks CDD 7 River Bend CDD
3 South Fork CDD 8 Drew Park CRA Right-of-Way Improvements
4 Oak Creek CDD 9 NPDES Inspections
5 Harbour Isles CDD 10 Pond Inspections
STANDARD FORM 330 (6/2004) H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. ABILITY AND ADEQUACY OF PROFESSIONAL PERSONNEL U
Firm Profile Johnson, Mirmiran & Thompson, Inc. (JMT) is an employee-owned, multi-disciplined architectural / engineering firm offering a full array of planning, design, and construction phase consulting services for infrastructure projects throughout the United States and its territories since 1971. Our client base consists of state, federal, and local government agencies as well as many private institutions, commercial, and industrial clients.
JMT is currently ranked #57 on the Engineering News-Record’s (ENR) list of the nationwide Top 500 Design Firms. JMT’s staff of more than 1,600 professionals -- engineers, architects, planners, environmental scientists, surveyors, construction and program managers, inspectors, designers, CADD technicians, and Geographic Information Systems (GIS) and information technology specialists -- is dedicated to the highest quality project performance.
From our offices throughout the Southeast and mid-Atlantic states, we provide complete solutions to support your facilities, transportation, and technology infrastructure needs. Among our many service offerings are:
• Civil Engineering • Scheduling, Estimating, and Claims Analysis • Water Resources • Geographic Information Systems and IT • Transportation and Traffic Planning and Design • Structural Engineering • Natural and Cultural Resources • Building Commissioning • Surveying and Utility Location • Marine and Coastal Engineering • Program Management • Mechanical/Electrical/Plumbing Engineering • Construction Management and Inspection • Water/Wastewater Engineering • Transit, Aviation, and Port Planning and Design • Underwater Inspection • Environmental Engineering
JMT’s client base consists of a wide range of public and private organizations with an equal range of project types. With a primary focus on projects requiring civil site development and transportation services combined with a keen desire to work closely with our clients, JMT’s service base has grown. Among our specialties are stormwater management facility design, roadway and sidewalk design, street lighting, roadways, waterways, wetlands and community facilities.
JMT’s local Tampa office staffs over 25 employees. Our staff includes nine registered professional engineers, two registered professional traffic operations engineers, two registered professional land surveyors and mappers, two engineer interns, and support staff. Our employees are committed to the values of the firm: integrity, respect, excellence, and positive communication.
JMT’s office is in Ybor City near downtown Tampa with convenient access to the Interstate system and expressways. Our office is a functional, exciting environment that enhances JMT’s corporate values. JMT also strives to stay at or ahead of the curve with state-of- the-art software and hardware systems that allow our staff to provide the highest quality deliverables in a timely manner.
Key Personnel JMT consists of dedicated, high-quality staff with reputations for excellence and integrity. As previously mentioned, we take great pride in the caliber of our staff and our internal “teamwork” culture. We have reviewed the Request for Qualifications in detail and performed a cursory site review to assure we have the appropriate staff both in quality and quantity. We have assembled a team of professionals consisting of key staff members, that are listed in this section, for the anticipated service areas. With this team, JMT will deliver outstanding services to the Spring Ridge Community Development District (CDD).
Stephen Brletic, PE | Stephen has over 7 years of experience in Tampa Bay area land development engineering. His project experiences include design and permitting for a wide range of projects, including residential subdivisions, commercial developments, and borrow pits. He routinely performs the functions necessary to design and permit land development projects. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
Robert E. Dvorak, PE | Robert will serve the CDD as the technical team leader and point of contact for this contract. Robert is responsible for managing the water resource and drainage projects for JMT as well as the design, hydrologic and hydraulic modeling, and regulatory permitting for a wide range and variety of projects. He has 33 years of professional civil engineering experience, all in the state of Florida. His experience with the implementation of local and state regulations has enhanced his ability to expedite the permitting process.
Jordan Caviggia, PE | Jordan Caviggia has over 17 years of experience and is currently working with two CDD’s; Harbour Isles and Diamond Hill. His experience includes roadway design and resurfacing, intersection safety improvements, pedestrian and bicycle facility design, transit facility design, roadside safety, street enhancements, and traffic calming.
Derek Doughty, PE, CFM, D.WRE | Derek has over 32 years of diversified civil engineering experience, including 26 years in hydrologic and hydraulic modeling of stormwater conveyance systems and management facilities. Derek has extensive experience in watershed management, master planning, land engineering and planning, developments of regional impact, stormwater projects, commercial, single-family and multi-family site development engineering, and roadway design.
Sergio Quevedo, PE, PTOE | Sergio has 17 years of experience; he is proficient in managing a staff of technical personnel performing traffic operational and safety studies, ADA assessments, signing and pavement marking design, signalization design, ITS design, and lighting design. He also has experience with signing and pavement marking, signalization, ITS, and lighting design, as well as the development of plans using MicroStation CADD and GuidSign.
Eric Hendra, PE | Eric brings over 30 years of experience with civil and coastal engineering and emergency projects. His expertise includes coastal design, land development, damage assessment and implementation, construction management and inspection, Department of Defense (DOD) site improvements, stormwater management systems, drainage and environmental permitting, commercial and residential site development, and water and wastewater distribution and collection systems.
PAST PERFORMANCE JMT is currently District Engineer for nine community development districts. Listed below is a sample of projects that JMT has completed or is currently working on that could be similar to assignments for Spring Ridge CDD Professional Engineering Services contract. Please feel free to contact our references listed below.
LEXINGTON OAKS CDD INFRAMARK 2634 Cypress Ridge Boulevard, Suite 102 Wesley Chapel, FL 33544 District Manager: Andy Mendenhall (813) 991-1116 x104 Date: Ongoing
JMT provides engineering services to the Lexington Oaks Community Development District (CDD) in Wesley Chapel on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. Various tasks completed for the Lexington Oaks community include: • Pond Bank Restoration – JMT performed surveying, design and construction administration tasks for the reconstruction and restoration of the pond banks on numerous stormwater management ponds within the community. The objective of the project was to restore the eroded banks to the permitted side slopes and repair drainage structures required for safety and functionality. (Construction performed to-date: $450,000) • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Pasco County. • Pond Maintenance Plan – The objective of this task was to determine the extent of repair needed for each pond, establish an estimated cost, and prioritize each pond based on the functional performance requirements. Inspections were performed for each pond site noting any issue that would require maintenance or repair. Numerous ponds had erosion on the side slopes and several had control structures that were not functioning as designed due to skimmer settlement or foundation/embankment erosion. A report was prepared and presented to the CDD Board for additional action and as a planning tool to eventually address all the ponds. • Amenities Center Drainage Improvements – JMT performed survey and design to alleviate extensive flooding that kept residents from utilizing playcourts and fields as well as prohibiting maintenance. (Construction budget: $40,000) • ADA Facility Compliance – JMT developed a list of needed facility improvements to bring the CDD into compliance with ADA requirements. We have developed plans for the first set of new sidewalks, which will be constructed in the next few months. • Reserve Study – JMT has prepared two updates to the CDD’s Reserve Study. • Court Resurfacing – JMT prepared plans for the resurfacing of two tennis courts and one basketball court. (Construction budget: $15,000) • Pool Heating Analysis – JMT prepared a comparative analysis of heating the District’s pool using natural gas or propane.
HERITAGE SPRINGS CDD INFRAMARK 2634 Cypress Ridge Boulevard, Suite 102 Wesley Chapel, FL 33544 Project Manager: Andy Mendenhall (813) 991-1116 x104 Date: Ongoing
JMT provides engineering services to the Heritage Springs Community Development District (CDD) in Trinity on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Heritage Springs community include: • Hole #17 Drainage Improvement Project – This project involved the design for the regrading of an area of the golf course which had been filled, partially blocking the free flow of water over a 250-foot weir. This design was a compromise between the need to move the water during flood conditions and the need for a dry landing area for golfers. Rip-rap will be used to stabilize areas within the high flow zones along with a stone-filled Geoweb containment system. (Construction budget: $35,000) • Pond Inspections and Report Writing – The JMT team conducts inspections and writes reports as part of a professional engineering services as-needed basis assignment. There are 39 water management facilities located in the CDD that require inspection and certification of compliance for SWFWMD. JMT was tasked to research the files at SWFWMD to establish a list of facilities and to prioritize the need for inspection and certification. Currently, JMT is conducting several inspections per quarter year to maintain a satisfactory schedule with SWFWMD. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. • Warrington Way Drainage Project – This project was comprised of a bypass drainage system to capture and route water away from the Warrington Way storm sewer system to alleviate flooding problems. Warrington Way has historically flooded due to elevations in the roadway which are too low, allowing standing water when the flood stage in the adjacent wetlands reaches its peak. The drainage project allows for another outfall to the wetland thus reducing flooding in Warrington Way. This project required JMT to update the Master Drainage Analysis for the development and to provide a hydrologic and hydraulic modeling analysis demonstrating that the proposed project would not adversely impact downstream properties. A modification to the approved ERP was obtained from the Southwest Florida Water Management District. JMT also provided construction management services and handled everything from bidding to construction observation to final close-out. (Construction budget: $150,000) • Pond Repairs – This task included ongoing inspection of the ponds and developing plans for specific repairs. These repairs included numerous bank erosions, erosion along the edges of gabions, weir repairs, and flume repairs. JMT also assisted in the project to clear around structures in wetlands to provide for free flow of water out of the development. • Grass Carp Research – JMT completed a synthesis of research literature regarding the use of grass carp to control nuisance vegetation in stormwater detention ponds. A report with recommendations was presented to the Board.
SOUTH FORK CDD INFRAMARK 2634 Cypress Ridge Boulevard, Suite 102 Wesley Chapel, FL 33544 District Manager: Mark Vega (813) 991-1116 x104 Date: Ongoing
JMT provides engineering services to the South Fork Community Development District (CDD) in Riverview on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the South Fork community include: • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • Pond Bank Restoration – JMT performed surveying, design and construction administration tasks for the reconstruction and restoration of the pond banks on three stormwater management ponds within the community. The objective of the project was to restore the eroded banks to the permitted side slopes and repair drainage structures required for safety and functionality. (Construction budget: $209,000) • Traffic Analyses – JMT has reviewed the Signal Warrant Study provided by the Florida Department of Transportation for the intersection of Ambleside Boulevard at US 301. JMT provided updated traffic counts to determine if the recent development in the area had increased traffic volumes to the point of warranting a signal at this location. • Pond Maintenance Plan – The objective of this task was to determine the extent of repair needed for specific ponds, establish an estimated cost, and prioritize the immediate needs for each pond based on the functional performance requirements. Inspections were performed for each pond site noting any issue requiring maintenance or repair. Numerous ponds had erosion on the side slopes, and several had drainage structures that were not functioning as designed due to becoming dislodged from embankment erosion. A report was prepared and presented to the CDD Board for alternative measures to address the pond issues and RFP packages were prepared for bidding purposes. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
OAK CREEK CDD INFRAMARK 2634 Cypress Ridge Boulevard, Suite 102 Wesley Chapel, FL 33544 District Manager: Mark Vega (813) 991-1116 x104 Date: Ongoing
JMT provides engineering services to the Oak Creek Community Development District (CDD) in Wesley Chapel on an as-needed basis to assist the community in maintaining and improving their infrastructure assets. Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Oak Creek community include: • Basketball Court – JMT is preparing plans to construct a basketball court to add to the existing amenities in the vicinity of the clubhouse pool. JMT will also oversee contractor bidding and construction phase services. • Trail Boardwalks – JMT is preparing plans to construct a pedestrian boardwalk in two locations within the community to connect existing trails through wetlands and over creeks to provide residents with access to the natural uplands to utilize as a picnic or walking trail amenity.
HARBOUR ISLES CDD Rizzetta & Company, Inc. 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 District Manager: Grant Phillips (813) 533-2950 Date: Ongoing
JMT provides engineering services to the Harbour Isles Community Development District (CDD) on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity and each has a specific scope and schedule which is coordinated through the Board and District Manager.
Various tasks completed for the Harbour Isles community include: • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • New Fitness Center – JMT recently completed the site design and permitting for a new fitness center adjacent to the existing clubhouse. Permits were obtained from Hillsborough County and the Southwest Water Management District. We prepared the contract documents, including general conditions, assisted in the bid phase, and provided construction phase services as well. (Construction budget: $119,000) • Night Swimming Assessment – JMT performed light readings and made lighting recommendations with respect to the availability of the community swimming pool during dark hours. • Traffic Analyses – JMT has reviewed the Signal Warrant Study provided by the Florida Department of Transportation for the intersection of US 41/SR 45 at Spindle Shell Way. Discussion with FDOT and the neighboring development are underway. • Miscellaneous Assistance – JMT provides miscellaneous assistance regarding CDD assets, such as: − Reclaimed water assessment and construction − Utility valve subsidence − Pool paver subsidence − Monitoring progress of County’s plans to extend − Nuisance flooding around landscaped areas and reclaimed water to the development within the pool area next two years − Decorative lighting assistance H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
DIAMOND HILL CDD Rizzetta & Company, Inc. 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 Project Manager: Greg Cox (813) 933-5571 Date: Ongoing
JMT provides engineering services to the Diamond Hill Community Development District (CDD) in Valrico on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the Diamond Hill community include: • Brilliant Cut Way Drainage Improvements – JMT performed survey, design, permitting, and construction administration for drainage improvement to alleviate nuisance yard flooding adjacent to CDD ponds and residential properties. (Construction budget: $20,000) • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County. • Pond Repairs - JMT reviewed the stormwater detention pond conditions and performance. Specific concerns were recent repairs to drainage structures and inflow pipe foundations. Data collection and permit evaluation and research as well as hydraulic and hydrologic calculations were specific tasks. The final deliverable was a report addressing probable improvements and cost estimates for Phase I. Phase II consisted of developing construction documents for competitive bid. The design improvements consisted of an energy dissipating structure with sand cement armoring and regrading around the pond bottoms and side slopes.
Before After • Pond Inspections – JMT reviewed all the permits for the development’s 23 ponds and developed an inspection schedule to comply with SWFWMD requirements. JMT performs the necessary pond inspections.
RIVER BEND CDD Meritus Corporation 2005 Pan Am Circle, Suite 120, Tampa, FL 33607 Project Manager: Debby Nussel (813) 397-5120 Date: Ongoing
JMT provides engineering services to the River Bend Community Development District (CDD) in Ruskin on an as-needed basis to assist the community in maintaining and improving their infrastructure assets.
Engineering tasks are established by the CDD Board of Supervisors and assigned to the engineer to accomplish the specific objectives. The tasks vary in size and complexity, and each has a specific scope and schedule that is coordinated through the Board and District Manager.
Various tasks completed for the River Bend community include: H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. • Permit Inventory and Inspection Scheduling – This task required research of SWFWMD permit documents archived at the central Brooksville office of SWFWMD. A map and spreadsheet were developed to indicate the numerous permits, where the ponds were located within the community, when the pond inspections were to be completed, and the parcel number for Hillsborough County.
• Amenity Center Drainage Improvements – The River Bend CDD has experience chronic flooding due to rapid expansion of the amenities within the parcel without accommodating additional stormwater runoff. JMT performed survey, design, permitting, and construction administration services to address existing flooding occurring at the access, parking lot, playground, tennis court, pool equipment area, and open spaces. The improvements will accommodate future amenity projects through total buildout of the parcel. (Construction budget: $119,000)
DREW PARK CRA RIGHT-OF-WAY IMPROVEMENTS City of Tampa Project Manager: Yvette Pullara (813) 274-8092 Date: 2016
Drew Park experiences frequent flooding that results in property damage, creates access problems to businesses and residences during storm events, and creates public safety concerns. Flooding has persisted for years due to the lack of capacity in the primary and secondary drainage systems. The initial phase of the project involved hydraulic/hydrologic stormwater modeling to size new primary drainage conveyances to relieve the flooding problem throughout most of Drew Park and included the development of conceptual roadway improvements for Lois Avenue and Grady Avenue. The recommended improvements included expansion of the existing stormwater retention pond and reconstruction of Grady and Lois Avenues to incorporate new primary drainage systems within the right-of-way of each street. Each of these phases is described below:
Drew Park Stormwater Retention Pond Expansion – To prepare for the new conveyance systems and provide adequate stormwater attenuation for the 3-year storm event, the City’s existing stormwater retention pond had to be expanded and new inflow structures constructed. This work is now complete.
Grady Avenue Right-of-Way Improvements – Martin Luther King Boulevard to Crest Avenue: These drainage improvements included concrete box culverts and necessitated the reconstruction of Grady Avenue as an urban typical section with new sidewalks and pedestrian features, limited on-street parking, and streetscape treatment in accordance with the Drew Park CRA Streetscape and Beautification Master Plan. Significant utility coordination was required, including design of a piggyback sanitary sewer system. Construction of these improvements is complete.
Lois Avenue Right-of-Way Improvements – Tampa Bay Boulevard to Hillsborough Avenue: Like Grady Avenue, the construction of a new primary drainage conveyance system along Lois Avenue included concrete box culverts and necessitated the reconstruction of Lois Avenue as an urban typical section with sidewalks, three new traffic signals, and streetscape treatment in accordance with the Drew Park CRA Streetscape and Beautification Master Plan. Construction of these improvements was completed in 2016. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. GEOGRAPHIC LOCATION JMT th 2000 East 11P P Avenue, Suite 300, Tampa, Florida 33605
Spring Ridge CDD
JMT’s headquarters is located in Hunt Valley, Maryland. We have over 35 offices within the United States; spanning the East Coast and Texas. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. CURRENT / PROJECT WORKLOAD The JMT team is available and has the capacity, technical expertise, range of services, and uniquely qualified personnel to provide Spring Ridge CDD with all the services required. Our availability means you can expect stellar responsiveness, quality products, and projects delivered on or ahead of schedule. JMT has additional backup staff in our other Florida offices if additional resources are required. All the key personnel are ready to begin work immediately. The chart below graphically depicts the workload commitments and availability over the next twelve months for the key personnel.
Key Staff Availability 0% 25% 50% 75% 100% Stephen Brletic, PE Robert Dvorak, PE Jordan Caviggia, PE Derek Doughty, PE Sergio Quevedo, PE, PTOE Eric Hendra, PE
= Availability = Current Workload WORK PREVIOUSLY AWARDED JMT has not been selected previously to provide services to Spring Ridge CDD. Currently, JMT serves as District Engineer for Diamond Hill CDD, Harbour Isles CDD, Lexington Oaks CDD, Heritage Springs CDD, South Fork CDD, Oak Creek CDD, The Woodlands CDD, Sterling Hill CDD, Mira Lago CDD, and Riverbend CDD. INFRAMARK is the District Manager for Lexington Oaks CDD, Heritage Springs CDD, Oak Creek CDD, and South Fork CDD and is familiar with our work. MINORITY BUSINESS ENTERPRISE JMT is not a Minority Business Enterprise (MBE). We routinely partner with experienced and proven MBE’s to provide complimentary services on a wide range of projects. PROJECT MANAGEMENT TOOLS Our goal is a long-term partnership with the Spring Ridge CDD. As partners, you can count on us to deliver desired results based on adherence to our corporate culture:
• Teamwork – We take pride in our ability to assemble the best team to accomplish your specific objectives. Every member of our team commits to exceeding your expectations. In order to achieve this, we will be actively involved in your organization and challenge ourselves to anticipate your future needs.
• Integrity – We have maintained long-term relationships with many of our clients. These relationships continue to thrive because our clients know that the JMT team can be trusted to act in their best interest at all times while achieving win-win solutions for all the stakeholders.
• Responsibility – As we enter into a new partnership, our commitment to you is that we take full responsibility for the end result. That means that you can rely on us to be proactive, to anticipate any potential challenges, and to offer solutions.
• Hard work – Every member of our team understands that hard work is the foundation for every project. Once we mutually agree on an approach, our team focus is on delivering superior service and a project that surpasses your quality, schedule, and budget requirements.
• Community Involvement – Among our core values is a serious commitment to community involvement. From Chamber events to college scholarships, JMT gives back to our community and will do so with Spring Ridge CDD. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
We understand that every aspect of our corporate culture needs to be adhered to daily to guarantee results for your organization. We look forward to the opportunity to become partners with Spring Ridge CDD and to help you achieve all your objectives.
The following sections address JMT’s particular approach to meeting schedule and budget expectations. MANAGING PROJECTS TO MEET SCHEDULE & BUDGET The JMT team is committed to meet and exceed Spring Ridge CDD’s schedule and budget requirements, whether our project budget is $5,000 or $500,000. Astute, prudent management of financial and human resources is one of our core business values. We routinely deliver our projects ahead of schedule through a targeted, well-orchestrated effort of the entire team, including CDD staff. The depth of our team gives us the ability to add considerable resources to meet any schedule and to handle multiple assignments simultaneously, as we have proven on numerous general services contracts.
As Project Manager, Stephen Brletic, PE, will follow these guidelines to successfully accomplish each assignment: • Identify the right team to efficiently deliver each assignment. • Develop a well-defined scope. • Keep the same people on the project team for the duration of the task. • Conduct team meetings, typically weekly or bi-weekly. • Proactively anticipate potential schedule or budget challenges and resolve them in advance.
All JMT project managers have been formally trained in JMT’s approach to project management and for each project, the PM develops a detailed Project Management Plan (PMP) that describes the scope and deliverables and details the schedule, milestones, work breakdown structure, task assignments, and Quality Control Plan, including specific responsibilities for each key team member. The PMP and in-house PM tools save significant time. Some of the tools used to maintain control of the schedule and budget are described in the next sections.
Schedule & Budget Controls Schedule: With our depth of staff and vast array of multi-disciplined experience, JMT has the capability to fast track any project. This expertise provides the client with a one-stop shop for any project – whether we are serving as program manager, project manager, design support, or construction manager. We provide a complete array of engineering and management services integrated to our client’s needs.
Between the level of expertise and the personnel available that have previous experience working on similar contracts for other local agencies, we have the capacity and expertise to maintain accelerated task order schedules. Our depth of staff in the required disciplines ensures that each task assignment will be given the manpower necessary to provide Spring Ridge’s CDD with a quality end product within the project budget and schedule.
Our schedules are developed in great detail, describing every activity involved in every phase. Moreover, activities are linked so that we are in essence creating a critical path project schedule. This schedule is one of several that our task order manager reviews for compliance on a weekly basis. He will review the level of completeness of every activity with the individuals performing the work and confirm that the project is on schedule.
We have the capacity and expertise to complete all assignments for this project on time. We recognize that a major element used to evaluate the effectiveness of our services is the degree to which schedules are completed. Our project efforts are directed toward a high level of schedule control and our project management policies have been devised to support this objective. We also realize that effective, timely response to the unexpected requests from the board, often on a moment’s notice, is both art and science. We are confident that our team can easily respond to such assignments under this contract within the required number of days. Rapid, effective response to unforeseen situations is a skill that our team members have developed through years of experience and practice of putting our clients’ immediate needs first and foremost. These values and high-performance expectations are ingrained into our culture. This Team maintains an attitude that all work schedules can be compressed saving time and man-hours for other assignments saving valuable community dollars. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. Our web-based project management and accounting tools, in conjunction with scheduling software, regular team communications, corporate procedures for project execution, and sound judgment, allow our task order managers to identify problems early, so expedient correction can minimize schedule or cost overruns.
Budget: Keeping in mind the CDD’s budget for each assignment, we will develop an appropriate scope to satisfy the budget constraints. Once underway, JMT focuses on cost control using a state-of-the-art integrated accounting and resource planning software and a collaborative team approach. Each project phase is automated using our Power BI, of the Microsoft 365 software package, that breaks down the project budget into discrete project phases (e.g., Master Planning, Design, Construction Management, etc.). During the performance of the project we track the hours and dollars expended on each project phase. All employee timesheets are input electronically at least weekly, so up-to-date project costs are available on each PM’s dashboard. Power BI generates real- time reports showing hours spent versus budgeted and job costs incurred versus budgeted as well as the monthly invoice. With these tools, consistent, precise budgets are maintained.
Personnel Assignment & Project Efficiency The success of any project depends on utilizing the right personnel – those who possess the needed technical knowledge, successful project experience, specialized equipment, and collaboration skills.
Once notified of an assignment and based on the type and scope of work, Robert will assemble the right project team in terms of team size and expertise, with the objective of keeping the team as small as possible to meet the schedule and keeping the team intact throughout the entire project.
Clear expectations and close collaboration from the start of each assignment will enhance efficiency and minimize delays. JMT’s focus is always on the end result: accurate, concise, and clear deliverables.
We have repeatedly demonstrated our ability to perform complex assignments on time and within budget, and to be proactively aware of and promptly responsive to the CDD’s needs. The proof of our willingness and ability to meet schedule and budget expectations is in our performance. PROPOSED BILLING STRUCTURE For each assignment, our project managers prepare a monthly progress report describing for each phase the percent of work completed, work performed during the report period, status with respect to schedule, unusual problems, delays, approval action, information required, and potential schedule slippage with recommendations.
Project team meetings are held weekly or bi-weekly to discuss the progress of the project. Each phase is reviewed for progress, manpower allocations, budget, and schedule. Any issues are discussed and a strategy for their resolution is addressed. Invoices will be prepared by the Project Manager based on the hours worked on each assignment at hourly rates established in the contract. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. LICENSES H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED. SAMPLE CERTIFICATES OF INSURANCE H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.
0BI. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. 31. SIGNATURE 32. DATE 4/25/2019
33. NAME AND TITLE Robert Dvorak, PE, Vice President
STANDARD FORM 330 (6/2004) 1. SOLICITATION NUMBER (If any) ARCHITECT – ENGINEER QUALIFICATIONS PART II – GENERAL QUALIFICATIONS (If a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM (OR BRANCH OFFICE) NAME 3. YEAR ESTABLISHED 4. DUNS NUMBER Johnson, Mirmiran & Thompson, Inc. 1971 05-6278633 2b. STREET 5. OWNERSHIP 2000 East 11th Avenue, Suite 300 a. TYPE Corporation 2c. CITY 2d. STATE 2e. ZIP CODE Tampa FL 33605 b. SMALL BUSINESS STATUS No 6a. POINT OF CONTACT NAME AND TITLE Stephen Brletic, PE, Project Manager 7. NAME OF FIRM (If block 2a is a branch office) N/A 6b. TELEPHONE NUMBER 6c. E-MAIL ADDRESS (813) 868-6508 [email protected] 8a. FORMER FIRM NAME(S) (If any) 8b. YR. ESTABLISHED 8c. DUNS NUMBER N/A N/A N/A
9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS c. Revenue Index a. Function c. No. of Employees a. Profile b. Discipline b. Experience Number Code (1) FIRM (2) BRANCH Code (see below) 01 Acoustical Engineers 2 C15 Construction Management 2 05 Archaeologist/Cultural Resources 17 H07 Highways, Streets, Parking Lots 2 06 Architects 28 I06 Irrigation; Drainage 1 08 / 58 CADD / Technician 96 4 L02 Land Surveying 2 12 Civil / Transportation Engineers 184 7 14 Computer Programmers/GIS 92 T03 Traffic and Transportation Engineering 2 15 Construction Inspectors 295 1 16 Constr. Engineers/Managers 149 21 Electrical Engineers 17 24 Environ. Specialists 61 1 37 Interior Designers 7 38 Land Surveyors 40 5 39 Landscape Architects 13 42 Mechanical Engineers 28 47 Planners 15 52 Environmental Engineers 53 1 55 Geologists/Geotechnical Engineers 5 57 Structural Engineers 102 60 Traffic/ITS Engineers 58 3 62 Water Resources Engineers 56 2 Other Employees 327 8 Total 1645 32
11. ANNUAL AVERAGE PROFESSIONAL SERVICES PROFESSIONAL SERVICES REVENUE INDEX NUMBER REVENUES OF FIRM FOR LAST 3 YEARS 1. Less than $100,000 6. $2 million to less than $5 million (Insert revenue index number shown at right) 2. $100,000 to less than $250,000 7. $5 million to less than $10 million a. Federal Work 5 3. $250,000 to less than $500,000 8. $10 million to less than $25 million b. Non-Federal Work 9 4. $500,000 to less than $1 million 9. $25 million to less than $50 million 5. $1 million to less than $2 million 10. $50 million or greater c. Total Work 10 12. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE b. DATE 4/25/2019 c. NAME AND TITLE Robert Dvorak, PE, Vice President
7B
SPRING RIDGE Community Development District
Annual Operating and Debt Service Budget Fiscal Year 2020
Version 1 - Proposed Budget: (Printed on 2/15/2019 2pm)
Prepared by: SPRING RIDGE Community Development District
Table of Contents
Page #
OPERATING BUDGET
General Fund
Summary of Revenues, Expenditures and Changes in Fund Balances …………………………….. 1-2
Exhibit A - Allocation of Fund Balances …………………………………………………………………. 3
Budget Narrative …………………………………………………………………………………………… 4-8
Recreational Special Revenue Fund
Summary of Revenues, Expenditures and Changes in Fund Balances …………………………….. 9
DEBT SERVICE BUDGETS
Series 2015 A-1
Summary of Revenues, Expenditures and Changes in Fund Balances …………………………….. 10
Amortization Schedule …………………………………………………………………………………….. 11
Series 2015 A-2
Summary of Revenues, Expenditures and Changes in Fund Balances …………………………….. 12
Amortization Schedule …………………………………………………………………………………….. 13
Budget Narrative ………………………………………………………………………………………………… 14
SUPPORTING BUDGET SCHEDULES
2019-2020 Non-Ad Valorem Assessment Summary ……………………………………………………….. 15 Spring Ridge Community Development District
Operating Budget Fiscal Year 2020 SPRING RIDGE Community Development District General Fund
Summary of Revenues, Expenditures and Changes in Fund Balances Fiscal Year 2020 Proposed Budget
ADOPTED ACTUAL PROJECTED TOTAL ANNUAL ACTUAL ACTUAL BUDGET THRU JAN - PROJECTED BUDGET ACCOUNT DESCRIPTION FY 2017 FY 2018 FY 2019 DEC-2018 SEP-2019 FY 2019 FY 2020
REVENUES Interest - Investments $ 5,358 $ 11,937 $ 1,763 $ 2,105 $ 6,315 $ 8,420 $ 1,763 Room Rentals 919 1,214 - 464 464 928 - Interest - Tax Collector 5,538 ------Special Assmnts- Tax Collector 388,460 388,335 388,335 270,625 117,710 388,335 394,147 Special Assmnts- Other 500 ------Special Assmnts- Discounts (4,487) (3,641) (15,533) (10,568) - (10,568) (15,766) Other Miscellaneous Revenues 91 39 - 1 - 1 - Newsletter Ad 19 ------Gate Bar Code/Remotes 1,317 544 - 74 74 148 - Access Cards 290 361 - 24 24 48 -
TOTAL REVENUES 398,005 398,789 374,565 262,725 124,587 387,312 380,144
EXPENDITURES Administrative P/R-Board of Supervisors 8,600 9,400 9,600 1,000 8,600 9,600 9,600 FICA Taxes 658 719 734 77 658 734 734 ProfServ-Engineering - - 3,000 - 2,000 2,000 3,000 ProfServ-Legal Services 15,870 6,378 11,000 1,172 5,500 6,672 11,000 ProfServ-Mgmt Consulting Serv 51,598 52,284 52,284 17,537 34,747 52,284 52,284 ProfServ-Property Appraiser 7,773 7,766 7,767 7,767 - 7,767 7,883 ProfServ-Trustee Fees ------5,000 Auditing Services 5,069 3,800 5,000 - 5,000 5,000 5,000 Postage and Freight 1,058 748 1,055 182 - 182 1,055 Insurance - General Liability 12,322 15,015 17,207 6,928 7,514 14,442 17,282 Printing and Binding 370 612 950 34 900 934 950 Legal Advertising 1,101 2,010 1,000 101 895 996 1,000 Misc-Bank Charges 894 874 950 205 615 820 950 Misc-Assessmnt Collection Cost 1,351 3,019 7,767 5,463 2,354 7,817 7,883 Annual District Filing Fee 175 175 175 175 - 175 175
Total Administrative 106,839 102,800 118,489 40,641 68,783 109,424 123,796
Landscape Services Contracts-Landscape 40,308 40,308 40,308 10,077 30,231 40,308 40,308 Utility - Irrigation 7,229 12,849 7,225 2,627 7,881 10,508 7,225 R&M-Renewal and Replacement 1,729 8,168 5,000 - 3,750 3,750 5,000 R&M-Irrigation 1,112 1,006 2,000 41 1,500 1,541 2,000 Misc-Contingency 60 290 100 - 75 75 100 Total Landscape Services 50,438 62,621 54,633 12,745 43,437 56,182 54,633
Gatehouse Communication - Teleph - Field 1,239 1,498 1,450 617 1,851 2,468 1,450 Electricity - General 613 648 650 155 465 620 650 R&M-General 5,263 576 6,714 6,181 18,543 24,724 6,714 Misc-Contingency 25 - 100 - 75 75 100 Total Gatehouse 7,140 2,722 8,914 6,953 20,934 27,887 8,914
Annual Operating and Debt Service Budget Fiscal Year 2020 1 SPRING RIDGE Community Development District General Fund
Summary of Revenues, Expenditures and Changes in Fund Balances Fiscal Year 2020 Proposed Budget
ADOPTED ACTUAL PROJECTED TOTAL ANNUAL ACTUAL ACTUAL BUDGET THRU JAN - PROJECTED BUDGET ACCOUNT DESCRIPTION FY 2017 FY 2018 FY 2019 DEC-2018 SEP-2019 FY 2019 FY 2020
Road and Street Facilities Electricity - Streetlighting 11,967 12,065 13,000 2,500 7,500 10,000 13,000 R&M-Street Signs 1,268 167 1,000 - 750 750 1,000 R&M-Walls and Signage 27 168 1,000 - 750 750 1,000 Reserve - Gate/Entry Feature - - 2,591 - - 2,591 Reserve-Lake Embankm/Drainage - - 15,544 - - 15,544 Reserve - Roadways - - 20,000 - - 20,000 Total Road and Street Facilities 13,262 12,400 53,135 2,500 9,000 11,500 53,135
Parks and Recreation - General Payroll-Salaries 57,323 65,245 65,000 15,283 45,849 61,132 65,000 FICA Taxes 4,478 5,101 4,973 1,186 3,507 4,677 4,973 Security Service - Sheriff 4,850 6,738 6,100 880 2,640 3,520 6,100 Communication - Telephone 3,710 4,079 4,450 400 1,200 1,600 4,450 Electricity - General 5,617 5,688 5,600 1,377 4,131 5,508 5,600 Utility - Refuse Removal 1,751 1,810 1,850 332 996 1,328 1,850 Utility - Water & Sewer 1,055 1,904 1,100 263 789 1,052 1,100 R&M-Clubhouse 3,005 8,831 4,500 1,115 3,345 4,460 4,500 R&M-Pools 1,212 4,252 3,000 1,649 4,947 6,596 6,600 Misc-Holiday Lighting 531 771 1,000 418 500 918 1,000 Misc-Property Taxes 645 678 748 - - - 748 Misc-Special Events 2,335 2,053 2,500 1,519 1,000 2,519 2,500 Misc-Contingency 8,287 27,683 1,507 1,772 5,316 7,088 7,100 Office Supplies 474 990 1,500 136 408 544 1,500 Cleaning Supplies 1,061 760 1,100 157 471 628 1,100 Op Supplies - General 7,673 10,240 6,000 3,327 9,981 13,308 6,880 Op Supplies-Pool Chem.&Equipm. 1,696 2,110 2,500 163 489 652 2,500 Capital Outlay 6,244 20,140 9,801 1,205 3,615 4,820 - Reserve - Clubhouse 4,202 - 4,277 - - - 4,277 Reserve - Parking Lot - - 8,376 - - - 8,376 Reserve - Swimming Pools - - 3,512 - - - 3,512 Total Parks and Recreation - General 116,149 169,073 139,394 31,182 89,184 120,350 139,666
TOTAL EXPENDITURES 293,828 349,616 374,565 94,021 231,339 325,342 380,144
Excess (deficiency) of revenues Over (under) expenditures 104,177 49,173 - 168,704 (106,752) 61,970 -
OTHER FINANCING SOURCES (USES) Contribution to (Use of) Fund Balance ------TOTAL OTHER SOURCES (USES) ------
Net change in fund balance 104,177 49,173 - 168,704 (106,752) 61,970 -
FUND BALANCE, BEGINNING 937,227 1,041,404 1,090,577 1,090,577 - 1,090,577 1,152,547
FUND BALANCE, ENDING $ 1,041,404 $ 1,090,577 $ 1,090,577 $ 1,259,281 $ (106,752) $ 1,152,547 $ 1,152,547
Annual Operating and Debt Service Budget Fiscal Year 2020 2 SPRING RIDGE Community Development District
Exhibit "A" Allocation of Fund Balances
AVAILABLE FUNDS Amount Beginning Fund Balance - Fiscal Year 2020 $ 1,152,547
Net Change in Fund Balance - Fiscal Year 2020 -
Reserves - Fiscal Year 2020 Additions 16,165
Total Funds Available (Estimated) - 9/30/2020 1,168,712
ALLOCATION OF AVAILABLE FUNDS
Assigned Fund Balance Operating Reserve - First Quarter Operating Capital 95,036 (1) Reserves - ADA 19,675 (2) Reserves - Clubhouse 19,346 (2) FY 2019 Funding 4,277 FY 2020 Funding 4,277 27,900 Reserves - Gate/Entry Features 20,546 (2) FY 2019 Funding 2,591 FY 2020 Funding 2,591 25,728 Reserves - Lake Embank/Drainage 88,486 (2) FY 2019 Funding 15,544 FY 2020 Funding 15,544 119,574 Reserves - Parking Lots 64,577 (2) FY 2019 Funding 8,376 FY 2020 Funding 8,376 81,329 Reserves - Roadways 110,758 (2) FY 2019 Funding 20,000 FY 2020 Funding 20,000 150,758 Reserves - Swimming Pools 27,851 (2) FY 2019 Funding 3,512 FY 2020 Funding 3,512 34,875 Subtotal 535,200
Total Allocation of Available Funds 535,200
Total Unassigned (undesignated) Cash $ 633,512
Notes (1) Represents approximately 3 months of operating expenditures
Annual Operating and Debt Service Budget Fiscal Year 2020 3 SPRING RIDGE Community Development District General Fund
Budget Narrative Fiscal Year 2020
REVENUES
Interest-Investments The District earns interest on the monthly average collected balance for their operating accounts.
Special Assessments-Tax Collector The District will levy a Non-Ad Valorem assessment on all the assessable property within the District in order to pay for the operating expenditures during the Fiscal Year.
Special Assessments-Discounts Per Section 197.162, Florida Statutes, discounts are allowed for early payment of assessments. The budgeted amount for the fiscal year is calculated at 4% of the anticipated Non-Ad Valorem assessments.
EXPENDITURES
Administrative
P/R-Board of Supervisors Chapter 190 of the Florida Statutes allows for members of the Board of Supervisors to be compensated $200 per meeting at which they are in attendance. The amount for the Fiscal Year is based upon all supervisors attending all of the meetings.
FICA Taxes Payroll taxes for supervisor salaries (7.65%).
Professional Services-Engineering The District's engineer provides general engineering services to the District, i.e. attendance and preparation for monthly board meetings when requested, review of invoices, and other specifically requested assignments.
Professional Services-Legal Services The District’s Attorney, Straley & Robin, PA, provides general legal services to the District, i.e., attendance and preparation for monthly Board meetings, review of contracts, review of agreements and resolutions, and other research as directed or requested by the Board of Supervisors and the District Manager.
Professional Services-Management Consulting Services The District receives Management, Accounting and Administrative services as part of a Management Agreement with Inframark Infrastructure Management Services. Also included are costs for Information Technology charges to process all of the District’s financial activities, i.e. accounts payable, financial statements, budgets, etc., on a main frame computer owned by Inframark in accordance with the management contract and the charge for rentals. The budgeted amount for the fiscal year is based on the contracted fees outlined in Exhibit "A" of the Management Agreement.
Professional Services-Property Appraiser The Property Appraiser provides the District with a listing of the legal description of each property parcel within the District boundaries, and the names and addresses of the owners of such property. The District reimburses the Property Appraiser for necessary administrative costs incurred to provide this service. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The budgeted amount for property appraiser costs was based on a maximum of 2% of the anticipated assessment collections.
Annual Operating and Debt Service Budget Fiscal Year 2020 4 SPRING RIDGE Community Development District General Fund
Budget Narrative Fiscal Year 2020
EXPENDITURES
Administrative (continued)
Auditing Services The District is required to conduct an annual audit of its financial records by an Independent Certified Public Accounting Firm. The budgeted amount for the fiscal year is based on contracted fees from an existing engagement letter.
Postage and Freight Actual postage and/or freight used for District mailings including agenda packages, vendor checks and other correspondence.
Insurance-General Liability The District's General Liability & Public Officials Liability Insurance policy is with Florida Municipal Insurance Trust. They specialize in providing insurance coverage to governmental agencies. The budgeted amount allows for a projected increase in the premium.
Printing and Binding Copies used in the preparation of agenda packages, required mailings, and other special projects.
Legal Advertising The District is required to advertise various notices for monthly Board meetings and other public hearings in a newspaper of general circulation.
Miscellaneous-Bank Charges This includes monthly bank charges that may be incurred during the year.
Miscellaneous-Assessment Collection Costs The District reimburses the Tax Collector for her or his necessary administrative costs. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The District also compensates the Tax Collector for the actual cost of collection or 2% on the amount of special assessments collected and remitted, whichever is greater. The budgeted amount for collection costs was based on a maximum of 2% of the anticipated assessment collections.
Annual District Filing Fee The District is required to pay an annual fee of $175 to the Department of Community Affairs.
Landscape
Contracts-Landscape The District currently has a contract to maintain the landscaping and irrigation system of the common areas within the District. The amount is based on proposed contract amounts and prior year’s costs.
Utility-Irrigation This is for the water supply for the irrigation system. Services provided by Hernando County Utilities accounts: SC00003, 4 & 5.
R&M-Renewal and Replacement This represents the cost to replace any landscape materials within the District.
Annual Operating and Debt Service Budget Fiscal Year 2020 5 SPRING RIDGE Community Development District General Fund
Budget Narrative Fiscal Year 2020
EXPENDITURES
Landscape (continued)
R&M-Irrigation This includes any repairs and maintenance to the irrigation system.
Misc-Contingency This includes any contingencies that may arise during the fiscal year for Landscape.
Gatehouse
Communication-Telephone-Field Telephone service for Gatehouse key pad. AT&T acct: 352-597-8033.
Electricity-General Electrical usage for Gatehouse area. Withlacoochee acct: 153420034110.
R&M-General This includes any repairs or maintenance to the Gatehouse area or to the Gate.
Misc-Contingency This includes any contingencies that may arise during the fiscal year for the Gatehouse.
Road and Street Facilities
Electricity-Streetlighting This represents the electricity for the streetlights within the District. Withlacoochee acct: 1534241339850.
R&M-Street Signs This represents the cost of maintaining the street signs within the District.
R&M-Walls and Signage This is for the repairs and maintenance of the walls and signage within the District.
Reserve-Gate/Entry Features The District will set aside funds to ensure repair and/or replacement of the gate/entry features.
Reserve-Lake Embankment/Drainage The District will set aside funds to ensure repair and/or replacement of the lake embankment/drainage.
Reserve-Roadways The District will set aside funds to ensure repair and/or replacement of the roadways.
Parks and Recreation-General
Payroll-Salaries This represents the Clubhouse Manager’s salary.
FICA Taxes This represents the Clubhouse Manager’s payroll taxes.
Security Service - Sheriff This represents the amount paid to Hernando County Sheriff deputies for patrol services.
Annual Operating and Debt Service Budget Fiscal Year 2020 6 SPRING RIDGE Community Development District General Fund
Budget Narrative Fiscal Year 2020
EXPENDITURES
Parks and Recreation-General (continued)
Communication-Telephone AT&T acct: 352-597-0605 & Clubhouse Manager’s cell phone reimbursement.
Electricity-General Electrical usage for clubhouse, Withlacoochee acct: 153422034540.
Utility-Refuse Removal This includes the garbage pickup for the District. Services provided by Seaside Sanitation.
Utility-Water & Sewer This includes the water usage for the recreational center. Services provided by Hernando County Utilities acct: #SC00001.
R&M-Clubhouse Any maintenance costs incurred by the District for the recreational center, including but not limited to misc. recreation center maintenance, pest control and ADT security.
R&M-Pools This includes any pool maintenance that may be incurred by the District for maintenance of the recreational center. Mr. Del Toro will provide on-going pool maintenance services. Miscellaneous R&M costs associated with the pool are also recorded here.
Misc.-Holiday Lighting Costs associated with holiday lighting.
Misc-Property Taxes This is for the Non-Ad Valorem taxes, assessed by Hernando County, on the clubhouse.
Misc-Special Events This is for any special events that the District may hold during the year.
Misc-Contingency This includes any contingencies that may arise during the fiscal year for the recreation center.
Office Supplies This includes the office supplies that are needed for the recreational center clubhouse during the fiscal year.
Cleaning Supplies This includes the cleaning supplies that are needed for the recreational center clubhouse during the fiscal year.
Operating Supplies-General This includes the general operating supplies that are needed for the recreational center clubhouse during the fiscal year.
Operating Supplies-Pool This includes the pool supplies that are needed for the recreational center clubhouse during the fiscal year.
Annual Operating and Debt Service Budget Fiscal Year 2020 7 SPRING RIDGE Community Development District General Fund
Budget Narrative Fiscal Year 2020
EXPENDITURES
Parks and Recreation-General (continued)
Reserve-Clubhouse The District will set aside funds to ensure repair and/or replacement of the clubhouse.
Reserve-Parking Lots The District will set aside funds to ensure repair and/or replacement of the parking lots.
Reserve-Swimming Pools The District will set aside funds to ensure repair and/or replacement of the swimming pools.
Annual Operating and Debt Service Budget Fiscal Year 2020 8 SPRING RIDGE Community Development District Recreational Special Revenue Fund
Summary of Revenues, Expenditures and Changes in Fund Balances Fiscal Year 2020 Proposed Budget
ADOPTED ACTUAL PROJECTED TOTAL ANNUAL ACTUAL ACTUAL BUDGET THRU JAN - PROJECTED BUDGET ACCOUNT DESCRIPTION FY 2017 FY 2018 FY 2019 DEC-2018 SEP-2019 FY 2019 FY 2020
REVENUES Interest - Investments $ - $ - $ - $ - $ - $ - -$ Special Assmnts- Tax Collector 52,018 52,000 52,000 36,238 15,762 52,000 52,000 Special Assmnts- Discounts (547) (488) (2,080) (1,415) - (1,415) (2,080)
TOTAL REVENUES 51,471 51,512 49,920 34,823 15,762 50,585 49,920
EXPENDITURES Administrative ProfServ-Property Appraiser 1,041 1,040 1,040 1,040 - 1,040 1,040 Misc-Assessmnt Collection Cost 165 404 1,040 732 315 1,047 1,040
Total Administrative 1,206 1,444 2,080 1,772 315 2,087 2,080
Parks and Recreation - General Capital Outlay - - 47,840 - - - 47,840 Total Parks and Recreation - General - - 47,840 - - - 47,840
TOTAL EXPENDITURES 1,206 1,444 49,920 1,772 315 2,087 49,920
Excess (deficiency) of revenues Over (under) expenditures 50,265 50,068 - 33,051 15,447 48,498 -
OTHER FINANCING SOURCES (USES) Contribution to (Use of) Fund Balance ------TOTAL OTHER SOURCES (USES) ------
Net change in fund balance 50,265 50,068 - 33,051 15,447 48,498 -
FUND BALANCE, BEGINNING 1 50,266 100,334 100,334 - 100,334 148,832
FUND BALANCE, ENDING $ 50,266 $ 100,334 $ 100,334 $ 133,385 $ 15,447 $ 148,832 $ 148,832
Annual Operating and Debt Service Budget Fiscal Year 2020 9 Spring Ridge Community Development District
Debt Service Budgets Fiscal Year 2020 SPRING RIDGE Community Development District Series 2015 A1 Debt Service Fund
Summary of Revenues, Expenditures and Changes in Fund Balances Fiscal Year 2020 Proposed Budget
ADOPTED ACTUAL PROJECTED TOTAL ANNUAL ACTUAL ACTUAL BUDGET THRU JAN - PROJECTED BUDGET ACCOUNT DESCRIPTION FY 2017 FY 2018 FY 2019 DEC-2018 SEP-2019 FY 2019 FY 2020
REVENUES Interest - Investments $ 264 $ 1,009 $ 10 $ 352 $ 1,056 $ 1,408 $ 10 Special Assmnts- Tax Collector 118,609 118,609 118,609 82,657 35,952 118,609 118,609 Special Assmnts- Discounts (3,857) (1,112) (4,744) (3,228) - (3,228) (4,744)
TOTAL REVENUES 115,016 118,506 113,875 79,781 37,008 116,789 113,874
EXPENDITURES Administrative ProfServ-Arbitrage Rebate 600 600 600 - 600 600 600 ProfServ-Dissemination Agent - 2,000 1,000 - 1,000 1,000 1,000 ProfServ-Property Appraiser 2,374 2,372 2,372 2,372 - 2,372 2,372 ProfServ-Trustee Fees 4,612 4,310 5,000 - 5,000 5,000 - Misc-Assessmnt Collection Cost 1,184 922 2,372 1,669 719 2,388 2,372
Total Administrative 8,770 10,204 11,344 4,041 7,319 11,360 6,344
Debt Service Principal Debt Retirement 45,000 45,000 50,000 - 50,000 50,000 50,000 Interest Expense 64,080 61,920 59,760 29,880 29,880 59,760 57,360 Total Debt Service 109,080 106,920 109,760 29,880 79,880 109,760 107,360
TOTAL EXPENDITURES 117,850 117,124 121,104 33,921 87,199 121,120 113,704
Excess (deficiency) of revenues Over (under) expenditures (2,834) 1,382 (7,229) 45,860 (50,191) (4,331) 170
OTHER FINANCING SOURCES (USES) Contribution to (Use of) Fund Balance - - (7,229) - - - 170 TOTAL OTHER SOURCES (USES) - - (7,229) - - - 170
Net change in fund balance (2,834) 1,382 (7,229) 45,860 (50,191) (4,331) 170
FUND BALANCE, BEGINNING 94,932 92,098 93,480 93,480 - 93,480 89,149
FUND BALANCE, ENDING $ 92,098 $ 93,480 $ 86,251 $ 139,340 $ (50,191) $ 89,149 $ 89,319
Annual Operating and Debt Service Budget Fiscal Year 2020 10 SPRING RIDGE Community Development District Series 2015-A1 Debt Service Fund
AMORTIZATION SCHEDULE
Annual Period Debt Debt Ending Principal Rate Interest Service Service
11/1/2019 1,195,000.00 4.80% 28,680.00 28,680.00 5/1/2020 1,195,000.00 50,000.00 4.80% 28,680.00 78,680.00 107,360.00 11/1/2020 1,145,000.00 4.80% 27,480.00 27,480.00 5/1/2021 1,145,000.00 55,000.00 4.80% 27,480.00 82,480.00 109,960.00 11/1/2021 1,090,000.00 4.80% 26,160.00 26,160.00 5/1/2022 1,090,000.00 55,000.00 4.80% 26,160.00 81,160.00 107,320.00 11/1/2022 1,035,000.00 4.80% 24,840.00 24,840.00 5/1/2023 1,035,000.00 60,000.00 4.80% 24,840.00 84,840.00 109,680.00 11/1/2023 975,000.00 4.80% 23,400.00 23,400.00 5/1/2024 975,000.00 60,000.00 4.80% 23,400.00 83,400.00 106,800.00 11/1/2024 915,000.00 4.80% 21,960.00 21,960.00 5/1/2025 915,000.00 65,000.00 4.80% 21,960.00 86,960.00 108,920.00 11/1/2025 850,000.00 4.80% 20,400.00 20,400.00 5/1/2026 850,000.00 70,000.00 4.80% 20,400.00 90,400.00 110,800.00 11/1/2026 780,000.00 4.80% 18,720.00 18,720.00 5/1/2027 780,000.00 70,000.00 4.80% 18,720.00 88,720.00 107,440.00 11/1/2027 710,000.00 4.80% 17,040.00 17,040.00 5/1/2028 710,000.00 75,000.00 4.80% 17,040.00 92,040.00 109,080.00 11/1/2028 635,000.00 4.80% 15,240.00 15,240.00 5/1/2029 635,000.00 80,000.00 4.80% 15,240.00 95,240.00 110,480.00 11/1/2029 555,000.00 4.80% 13,320.00 13,320.00 5/1/2030 555,000.00 80,000.00 4.80% 13,320.00 93,320.00 106,640.00 11/1/2030 475,000.00 4.80% 11,400.00 11,400.00 5/1/2031 475,000.00 85,000.00 4.80% 11,400.00 96,400.00 107,800.00 11/1/2031 390,000.00 4.80% 9,360.00 9,360.00 5/1/2032 390,000.00 90,000.00 4.80% 9,360.00 99,360.00 108,720.00 11/1/2032 300,000.00 4.80% 7,200.00 7,200.00 5/1/2033 300,000.00 95,000.00 4.80% 7,200.00 102,200.00 109,400.00 11/1/2033 205,000.00 4.80% 4,920.00 4,920.00 5/1/2034 205,000.00 100,000.00 4.80% 4,920.00 104,920.00 109,840.00 11/1/2034 105,000.00 4.80% 2,520.00 2,520.00 5/1/2035 105,000.00 105,000.00 4.80% 2,520.00 107,520.00 110,040.00
1,195,000.00 545,280.00 1,740,280.00 1,740,280.00
Annual Operating and Debt Service Budget Fiscal Year 2020 11 SPRING RIDGE Community Development District Series 2015 A2 Debt Service Fund
Summary of Revenues, Expenditures and Changes in Fund Balances Fiscal Year 2020 Proposed Budget
ADOPTED ACTUAL PROJECTED TOTAL ANNUAL ACTUAL ACTUAL BUDGET THRU JAN - PROJECTED BUDGET ACCOUNT DESCRIPTION FY 2017 FY 2018 FY 2019 DEC-2018 SEP-2019 FY 2019 FY 2020
REVENUES Interest - Investments $ 95 $ 521 $ - $ 309 $ (309) $ - -$ Special Assmnts- Tax Collector 37,708 70,999 70,999 49,479 21,520 70,999 70,999 Special Assmnts- Developer 33,326 5,808 - - - - - Special Assmnts- Discounts 1,024 (666) (2,840) (1,932) (908) (2,840) (2,840)
TOTAL REVENUES 72,153 76,662 68,159 47,856 20,303 68,159 68,159
EXPENDITURES Administrative ProfServ-Property Appraiser 1,421 1,420 1,420 1,420 - 1,420 1,420 Misc-Assessmnt Collection Cost (320) 552 1,420 999 430 1,429 1,420
Total Administrative 1,101 1,972 2,840 2,419 430 2,849 2,840
Debt Service Principal Debt Retirement 20,000 20,000 25,000 - 25,000 25,000 25,000 Interest Expense 42,900 41,700 40,500 20,250 20,250 40,500 39,000 Total Debt Service 62,900 61,700 65,500 20,250 45,250 65,500 64,000
TOTAL EXPENDITURES 64,001 63,672 68,340 22,669 45,680 68,349 66,840
Excess (deficiency) of revenues Over (under) expenditures 8,152 12,990 (181) 25,187 (25,377) (190) 1,320
OTHER FINANCING SOURCES (USES) Contribution to (Use of) Fund Balance - - (181) - - - 1,320 TOTAL OTHER SOURCES (USES) - - (181) - - - 1,320
Net change in fund balance 8,152 12,990 (181) 25,187 (25,377) (190) 1,320
FUND BALANCE, BEGINNING 62,198 70,350 83,340 83,340 - 83,340 83,150
FUND BALANCE, ENDING $ 70,350 $ 83,340 $ 83,159 $ 108,527 $ (25,377) $ 83,150 $ 84,470
Annual Operating and Debt Service Budget Fiscal Year 2020 12 SPRING RIDGE Community Development District Series 2015 A-2 Debt Service Fund
AMORTIZATION SCHEDULE
Annual Period Debt Debt Ending Principal Rate Interest Service Service
11/1/2019 650,000.00 6.00% 19,500.00 19,500.00 5/1/2020 650,000.00 25,000.00 6.00% 19,500.00 44,500.00 64,000.00 11/1/2020 625,000.00 6.00% 18,750.00 18,750.00 5/1/2021 625,000.00 25,000.00 6.00% 18,750.00 43,750.00 62,500.00 11/1/2021 600,000.00 6.00% 18,000.00 18,000.00 5/1/2022 600,000.00 30,000.00 6.00% 18,000.00 48,000.00 66,000.00 11/1/2022 570,000.00 6.00% 17,100.00 17,100.00 5/1/2023 570,000.00 30,000.00 6.00% 17,100.00 47,100.00 64,200.00 11/1/2023 540,000.00 6.00% 16,200.00 16,200.00 5/1/2024 540,000.00 30,000.00 6.00% 16,200.00 46,200.00 62,400.00 11/1/2024 510,000.00 6.00% 15,300.00 15,300.00 5/1/2025 510,000.00 35,000.00 6.00% 15,300.00 50,300.00 65,600.00 11/1/2025 475,000.00 6.00% 14,250.00 14,250.00 5/1/2026 475,000.00 35,000.00 6.00% 14,250.00 49,250.00 63,500.00 11/1/2026 440,000.00 6.00% 13,200.00 13,200.00 5/1/2027 440,000.00 40,000.00 6.00% 13,200.00 53,200.00 66,400.00 11/1/2027 400,000.00 6.00% 12,000.00 12,000.00 5/1/2028 400,000.00 40,000.00 6.00% 12,000.00 52,000.00 64,000.00 11/1/2028 360,000.00 6.00% 10,800.00 10,800.00 5/1/2029 360,000.00 45,000.00 6.00% 10,800.00 55,800.00 66,600.00 11/1/2029 315,000.00 6.00% 9,450.00 9,450.00 5/1/2030 315,000.00 45,000.00 6.00% 9,450.00 54,450.00 63,900.00 11/1/2030 270,000.00 6.00% 8,100.00 8,100.00 5/1/2031 270,000.00 50,000.00 6.00% 8,100.00 58,100.00 66,200.00 11/1/2031 220,000.00 6.00% 6,600.00 6,600.00 5/1/2032 220,000.00 50,000.00 6.00% 6,600.00 56,600.00 63,200.00 11/1/2032 170,000.00 6.00% 5,100.00 5,100.00 5/1/2033 170,000.00 55,000.00 6.00% 5,100.00 60,100.00 65,200.00 11/1/2033 115,000.00 6.00% 3,450.00 3,450.00 5/1/2034 115,000.00 55,000.00 6.00% 3,450.00 58,450.00 61,900.00 11/1/2034 60,000.00 6.00% 1,800.00 1,800.00 5/1/2035 60,000.00 60,000.00 6.00% 1,800.00 61,800.00 63,600.00
650,000.00 379,200.00 1,029,200.00 1,029,200.00
Annual Operating and Debt Service Budget Fiscal Year 2020 13 SPRING RIDGE Community Development District Debt Service Funds
Budget Narrative Fiscal Year 2020
REVENUES
Interest-Investments The District earns interest income on their trust accounts with US Bank.
Special Assessments-Tax Collector The District will levy a Non-Ad Valorem assessment on all the assessable property within the District in order to pay for the debt service expenditures during the Fiscal Year.
Special Assessments-Discounts Per Section 197.162, Florida Statutes, discounts are allowed for early payment of assessments. The budgeted amount for the fiscal year is calculated at 4% of the anticipated Non-Ad Valorem assessments.
EXPENDITURES
Administrative
Professional Services - Arbitrage Rebate Calculation The District has a proposal with a company who specializes to calculate the District's Arbitrage Rebate Liability on the Series of Benefit Special Assessment Bonds. The budgeted amount for the fiscal year is based on standard fees charged for this service.
Professional Services - Dissemination Agent The District is required by the Securities and Exchange Commission to comply with Rule 15c2-12(b)-(5), which relates to additional reporting requirements for unrelated bond issues. The budgeted amount for the fiscal year is based on standard fees charged for this service.
Professional Services-Property Appraiser The Property Appraiser provides the District with a listing of the legal description of each property parcel within the District boundaries, and the names and addresses of the owners of such property. The District reimburses the Property Appraiser for necessary administrative costs incurred to provide this service. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The budgeted amount for property appraiser costs was based on a maximum of 2% of the anticipated assessment collections.
Professional Services - Trustee The District issued this Series of 2003 Special Assessment Bonds that are deposited with a Trustee to handle all trustee matters. The annual trustee fee is based on standard fees charged plus any out-of-pocket expenses.
Miscellaneous-Assessment Collection Cost The District reimburses the County Tax Collector for her or his necessary administrative costs. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The District also compensates the Tax Collector for the actual cost of collection or 2% on the amount of special assessments collected and remitted, whichever is greater. The budgeted amount for collection costs was based on a maximum of 2% of the anticipated assessment collections.
Annual Operating and Debt Service Budget Fiscal Year 2020 14 Spring Ridge Community Development District
Supporting Budget Schedules Fiscal Year 2020 SPRING RIDGE Community Development District
Comparison of Assessment Rates Fiscal Year 2020 vs. Fiscal Year 2019
General Fund (Product A-1) Special Assessment Debt Service 2015A-1 Product A-1 Total
Product FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆
55 x 110 $886.88 $886.89 0.0% $100.00 $100.00 0.0% $415.17 $415.17 0.0% $1,402.04 $1,402.06 0.0%
50 x 110 $807.06 $807.07 0.0% $100.00 $100.00 0.0% $377.80 $377.80 0.0% $1,284.86 $1,284.87 0.0%
45 x 110 $727.24 $727.25 0.0% $100.00 $100.00 0.0% $340.44 $340.44 0.0% $1,167.68 $1,167.69 0.0%
37 x 110 $603.08 $603.09 0.0% $100.00 $100.00 0.0% $282.31 $282.31 0.0% $985.39 $985.40 0.0%
General Fund (Product A-2) Special Assessment Debt Service 2015A-2 Product A-2 Total
Product FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆ FY 2020 FY 2019 Percent ∆
55 x 110 $886.88 $849.83 4.4% $100.00 $100.00 0.0% $452.23 $452.23 0.0% $1,439.11 $1,402.06 2.6%
50 x 110 $807.06 $773.35 4.4% $100.00 $100.00 0.0% $411.53 $411.53 0.0% $1,318.59 $1,284.87 2.6%
45 x 110 $727.24 $696.86 4.4% $100.00 $100.00 0.0% $370.83 $370.83 0.0% $1,198.07 $1,167.69 2.6%
37 x 110 $603.08 $577.89 4.4% $100.00 $100.00 0.0% $307.51 $307.51 0.0% $1,010.59 $985.40 2.6%
Annual Operating and Debt Service Budget Fiscal Year 2020 15
7C.
IDENTIFICATION AND ELIMINATION OF ILLICIT DISCHARGES
FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION NPDES STORMWATER SECTION PURPOSE… . Educate staff and contractors to recognize, report, and stop illicit discharges. . Create a culture of Pollution Prevention (P²) within OUR agency and community to prevent “pointless personal pollution.” WHY AM I HERE?
. YOU are in the field as part of your job . YOU are the “eyes” of our local government or agency . YOU are part of the front lines in preventing illicit discharges . YOU need to know what to look for and what to do if you see illicit discharges WHAT IS THE MS4? • “Municipal Separate Storm Sewer System” • It is your “Master Drainage System” • The “system” includes road drainage, catch basins, channels, detention ponds, swales, ditches, pipes, etc. • Owned by local governments, WCDs, special districts • Ultimately discharges to surface waters (lakes, rivers, bays, ocean, wetlands) HOW STORMWATER REACHES SURFACE WATER
Sanitary sewer Storm sewer
Wastewater Plant Water bodiesWater bodies WHAT IS A NPDES MS4 PERMIT? . Required by Federal Clean Water Act and by 403.0885, Florida Statutes . NPDES =“National Pollutant Discharge Elimination System” . Implement Stormwater Management Program (SWMP) to minimize stormwater pollutant loadings. . Prohibit non-stormwater discharge to the MS4 through education, rules, policies, and inspections. . Improve and restore impaired waters by reducing stormwater loads. ALLOWABLE DISCHARGES INCLUDE… . Flows from emergency fire fighting activities. . Water line flushing. . Irrigation from lawn watering. . Air conditioning condensate . Rising ground waters. . Dechlorinated/desalinated swimming pool water. . Residential car washing. WHO IS RESPONSIBLE?
. Everyone is!
. We have a permit and moral obligation to future generations. . Contact your MS4 staff for assistance in identifying a possible illicit discharge you have observed and how to prevent it. WHY BE CONCERNED WITH ILLICIT DISCHARGES?
• To ensure that only stormwater goes into our MS4. • To protect our lakes, rivers, estuaries, and wetlands from pollution. ILLICIT DISCHARGES ARE…
• Any discharge to an MS4, surface water, or ground water that is not composed entirely of stormwater runoff. • Illicit Discharges may include: . Deliberate discharges or dumping . Incidental runoff from sites with chemicals, raw materials, or bare soil. What are Examples of Illicit Discharges? . Raw Sewage/ Septic Effluent . Washing machine wastewater . Car wash wastewater . Improper oil or household toxics disposal . Improper radiator flushing . Paints, pesticides, herbicides . Construction and other debris . Pressure washing with soaps . Grass clippings or yard waste . Spills from roadway accidents Types of Illicit Discharges
• Illegal Dumping • Illicit Connections • Construction-related Discharges • Pipe Defects (sanitary sewer) • Accidental Discharge or Spills
13 Illegal Dumping
Discharge of pollutants or non-stormwater materials into the storm sewer system
REPORT IMMEDIATELY 14 Illicit Connection An improper physical connection to the stormwater system which can include non-permitted connection(s) to our MS4.
Direct Connection Indirect Connection • Wastewater piping • Cracked sanitary systems • Sewage from residential property • Spills collected by drain outlets • Washing machine discharge • Paint or used oil dumped into • Pipes to a stormwater drain drainage systems
15 Construction-Related Discharges These are discharges into the MS4 or right-of-way from adjacent construction projects.
Some examples are: • Turbid water from dewatering and other construction activities. • Contamination from discharges associated with remediation projects. • Non-permitted dewatering discharges
16 Sanitary Sewage . Sanitary sewage may be present if there is black staining inside the drainage pipe; visible evidence of sanitary waste, floating debris, or opaque or gray water. . Sewage may originate from septic tank overflow pipes or improperly dumped travel trailer waste.
Failing septic tank 17 Accidental Discharge or Spills
Reporting a discharge or spill • The reporting requirements for spills are 25 gallons or more of petroleum or petroleum based products.
Florida State Warning Point 1-800-320-0519 18 DOCUMENTING & REPORTING ILLICIT DISCHARGES
. Each MS4 has it’s own SOPs – Part 2 of training . Typically use inspection checklist . Need to know to whom and how to report possible illicit discharge Spill Response Procedures Information needed when reporting a spill • Name, address and phone number of person reporting the spill • Name, address and phone number of responsible party for the discharge (if known) • Date and time of the spill and status of spill (ongoing or ceased) • Estimated amount of the spill • Location or address of the spill • Source or cause of the spill • Description of area affected by the spill • Provide as much information as possible
20 What to look for – common signs of illicit discharges
21 Common Signs of Discharges • Staining from paints or solvents on outfalls pipes, inlets and grates, and around pond bank • Turbidity, oil/gas sheen, foam and/or suds • Abandoned oil and gas containers, barrels, and paint cans • Discoloration of water or vegetation • Floatables and debris • Pungent odors or other smells
22 Oil / Gas Foams / Detergents . Recognized as a sheen on . Products used to wash boats/vehicles/buildings may the water = rainbow include chlorine, phosphates and . Natural sheens may be ammonia. differentiated from an . These products often enter lakes oil/gas sheen by swirling and streams as a result the sheen around in the of improperly connected car washes or washing machines. water. If it re-attaches, the sheen is oil/gas.
23 Examples of Previous Illicit Connections and Discharges
Unknown pipe into storm sewer inlet Water by nature is not green!
24 Examples of Previous Illicit Connections and Discharges
Washing machine discharge Unknown pipe to inlet
25 Examples of Illicit Connections and Discharges
Restaurant grease traps Septic tank overflow
Pressure washing 26 Stains lead to storm sewer inlet MORE INDICATIONS… . A person emptying a drum or bucket of waste . A tank or vactor truck draining its contents through a hose in a manhole . A hose running out the back door of an industrial site into a ditch or a wooded lot Even More Clues . Unauthorized pipe which has been connected to the storm sewer . Discoloration of channels and pipes . Flow where there shouldn’t be any WHEN YOU FIND AN ILLICIT DISCHARGE… . On a property under your control… . Stop the discharge. . Notify supervisor and/or safety officer. . Cleanup discharge or spill. . Implement strategy to prevent illicit discharges in the future. WHEN YOU OBSERVE AN ILLICIT DISCHARGE…
. On a property not under your control… . Take picture and/or note location, characteristics, date, and time. . Identifying marks . Commercial vehicle? . Any ID on the door? . License Number . Report to MS4 immediately. CREATING A CULTURE OF POLLUTION PREVENTION (P²)…
. Administration and Communicaton . Create a plan of action/SOPs to manage illicit discharges. . Stormwater Pollution Prevention Plan . Spill Cleanup Plan and Spill Cleanup Kits . Create channels of communication of reporting potential or observed illicit discharges. . These channels should go up and down the Org. Chart. . Like safety, P² is everyone’s responsibility. WE MUST SET AN EXAMPLE CREATING A CULTURE OF POLLUTION PREVENTION (P²)…
. Housekeeping and Materials Management . Vehicle Washing/Maintenance .Wash water should never discharge to storm sewer or surface waters. .Maintenance should be performed indoors. CREATING A CULTURE OF POLLUTION PREVENTION (P²)… . Housekeeping and Materials Management . Spill Prevention .Use drop cloths, drip pans, and secondary containment. CREATING A CULTURE OF POLLUTION PREVENTION (P²)… . Housekeeping and Materials Management . Spill Reporting and Response .Spill reporting hotline. .Spill Cleanup Plan. .Spill Cleanup Kit. CREATING A CULTURE OF POLLUTION PREVENTION (P²)… . Housekeeping and Materials Management . Street and Yard Maintenance . Street sweeping. . Inlet protection. CREATING A CULTURE OF POLLUTION PREVENTION (P²)… . Housekeeping and Materials Management . Material Storage . Cover stockpiles, drums, and other containers. . Know manufacturers storage guidelines. CREATING A CULTURE OF POLLUTION PREVENTION (P²)… . Housekeeping and Materials Management . Landscaping and Lawn care . Keep clippings out of street and stormwater inlets. . Sweep up spills and reuse the fertilizer. . Use Florida-friendly fertlizers = low or no phosphorus and slow release nitrogen. . Know manufacturers application rates. . Keep pesticides and fertilizers away from lakes, rivers, wetlands, streets, and stormwater inlets. THE CONSEQUENCES… . Florida DEP and the US EPA can levy very hefty fines…
FOR IMMEDIATE RELEASE: October 17, 2008 FOR IMMEDIATE RELEASE: September 29, 2008 CONTACTS: Amy Graham, (850) 245-2112 or (850) 778- CONTACTS: Amy Graham, (850) 245-2112 or (850) 778- 7258 7258 DEP SLEUTHS SOLVE WETLANDS CRIME DEP AGENTS CRACK DOWN ON WASTE VIOLATIONS ~Suspect arrested after destroying 10 acres of wetlands~ STATEWIDE -Two arrests triggered by citizen calls to State Warning BAY COUNTY- After a three month investigation, Florida Point- Department of Environmental Protection (DEP) law enforcement agents last week arrested a man with TALLAHASSEE- Florida Department of Environmental causing pollution, a third degree felony punishable by up Protection (DEP) law enforcement agents made three to five years in prison and a fine of up to separate arrests last week for waste violations, $10,000. Thomas Bodie, who was arrested after clearing including one for storing, processing or disposing of solid and filling approximately 10 acres of state jurisdictional waste within 200 feet of a natural body of water, a first wetlands, was also charged with failing to obtain a permit, degree misdemeanor punishable by up to six months in a misdemeanor punishable by up to one year in jail and a jail and/or a fine up to $10,000. fine of up to $1,000.