Community Development District Meeting	Agenda

October 15, 2024

Indigo East
Community Development District

219 East Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526
October 8, 2024

Board of Supervisors Indigo East Community Development District

The Board of Supervisors of the Indigo East Community Development District will meet on Tuesday, October 15, 2024, at 9:00 a.m., or as shortly thereafter as reasonably possible at Live Oak Hall, 8413 SW 80th St, Suites 7 & 8, Ocala, Florida 34481. Following is the advance agenda for the meeting:

Roll Call
Public Comment Period
Approval of Minutes of the August 20, 2024 Meeting
Review of Proposals for Landscape Maintenance Services and Selection of Vendor
Consideration of Proposals for Stormwater Structure Repairs
Consideration of Proposals for Sinkhole Remediation
Appointment of Audit Committee and Chairman
Staff Reports
Attorney
District Manager
Approval of Check Register
Balance Sheet and Income Statement
Other Business
Supervisors Requests
Adjournment
Audit Committee Meeting
Roll Call
Public Comment Period
Audit Services
Approval of Request for Proposals and Selection Criteria
Approval of Notice of Request for Proposals for Audit Services
Public Announcement of Opportunity to Provide Audit Services
Adjournment
Sincerely,
George Flint
George S. Flint District Manager
Cc:
Gerald Colen, District Counsel Ken Colen, On Top of the World
Guy Woolbright, On Top of the World
Darrin Mossing, GMS

Minutes
MINUTES OF MEETING INDIGO EAST
COMMUNITY DEVELOPMENT DISTRICT
The regular meeting of the Board of Supervisors of the Indigo East Community Development District was held on Tuesday, August 20, 2024 at 9:00 a.m. at Circle Square Commons, 8395 SW 80th Street, Ocala, FL.

Present and constituting a quorum:
John Gysen	Chairman
Cynthia LaFrance	Vice Chairperson
Terry Solan	Assistant Secretary
Bob Hutson	Assistant Secretary

Also present were:

George Flint	District Manager
Robert Szozda	Field Manager
Rachel Wagoner	District Counsel
Robert Stepp	Colen Built
Andy Jorgenson	OTOW

FIRST ORDER OF BUSINESS	Roll Call
Mr. Flint called the meeting to order. Four Board members were present constituting a quorum.

SECOND ORDER OF BUSINESS	Public Comment Period
Mr. Flint: Do we have any members of the public that wants to provide comment to the Indigo East Board? Hearing none,

THIRD ORDER OF BUSINESS	Approval of Minutes of the May 21, 2024
Meeting
Mr. Flint: We have approval of the minutes from May 21, 2024. Did the Board have any comments or questions to those?
Mr. Gysen: No.
August 20, 2024	Indigo East CDD

FOURTH ORDER OF BUSINESS	Public Hearing
Mr. Flint: Next are the public hearings to consider adoption of the 2025 budget and imposing the related assessments. Is there a motion to open the public hearing?

Public Comment Period
Mr. Flint: The hearing is open. The Board previously considered a proposed budget and you set today as the date for the public hearing for its final consideration. You will see in the agenda Resolution 2024-03 approving the budget for Fiscal Year 2025 which starts on October 1st and attached to that is the proposed budget. It contemplates that the per unit assessment amounts would remain the same at $587 per unit. The generated revenue from that is the same as the prior year. The admin expenses are going up slightly and that is the result of a proposed increase in the management fee and insurance primarily. It is going up about $2,000 overall. The operating and maintenance is fairly flat. It is going up $300 from the prior year. We have reduced the transfer out to capital reserve slightly. If you look at the current year under transfer out to capital reserve, you can see that we have a budgeted amount in the current year of $25,000 and we are actually projecting that we are going to transfer out $80,630. The reason we are doing that is we are calculating what the needed three-month operating reserve is in the fund and anything above the three-month operating reserve, we are recommending you move out into your capital reserve fund. After that $80,000 transfer out in the current, you would still have the equivalent of three months of operating reserves. The capital reserve fund on page 10 you will see the estimated carryforward going into next fiscal year would be $436,395 that is including the $80,000 that we would transfer this year and then we would add another $22,608 next year. We do not have any expenses indicated there but we anticipate they will be the next phase of the paving. At some point, we will be getting quotes for that. The fact that we don’t have dollars in here doesn’t prevent you from doing that. We also on landscape maintenance for the current year although the Board had awarded the
August 20, 2024	Indigo East CDD
contract to law enforcement which we are going to talk more about under a separate item, we kept the amount and irrelated to the contract at the same as it was in 2024. A portion of that $188,000 is the landscape maintenance and a portion is the pine straw. Any questions on the resolution or proposed budget? Is there any public comment on the budget? Hearing no public comment.

Consideration of Resolution 2024-03 Adopting the Fiscal Year 2025 Budget and Relating to the Annual Appropriations
Mr. Flint: Is there a motion to approve Resolution 2024-03?

Consideration of Resolution 2024-04 Imposing Special Assessments and Certifying an Assessment Roll
Mr. Flint: This actually imposes the annual assessment related to the budget that you just approved. The budget that you just approved is attached as Exhibit ‘A’ and the assessment roll is Exhibit ‘B.’

Mr. Flint: Is there a motion to close the hearing?

FIFTH ORDER OF BUSINESS	Consideration	of	Resolution	2024-05
Declaring Vacancies in Certain Seats
Mr. Flint: Seat 1 and Seat 4 have terms that expire in November and no one qualified to run for those seats. Seat 1 is currently held by Ms. Ziino and seat 4 by Ms. LaFrance. When a seat is up for election and no one qualifies, the Board is required to declare those seats vacant as of the second Tuesday after the election. What you are doing by adopting this resolution is your
August 20, 2024	Indigo East CDD
indicating those seats will be vacant as of November 19th. At that point, the Board will have the ability to appoint whoever occupies those seats. They just have to be a qualified elector which means they have to reside within Indigo East and be registered to vote with that address. Any questions on the resolution? Is there a motion to approve it?

SIXTH ORDER OF BUSINESS	Consideration of Proposals for Median
Tree Replacement
Mr. Flint: The next item is dealing with the oak tree. Unfortunately, that oak tree had to be removed. The Board previously was provided with an arborist report indicating that the tree could not be saved, it would not survive and was actually a health safety issue. You approved its removal; I think it was $2,400 to remove that tree. We are bringing back proposals for the replacement of the tree. Obviously, we are not going to be able to replace it with anything near what was there and we have some proposals for 8 inch and 10 inch trunks. The current landscape provider, Earthscapes Unlimited provided pricing for 8 and 10 inches. They are providing a one-year warranty on the tree which is fairly standard. We are estimating irrigation costs NTE $1,000 to get bubblers to the tree. You can see an 8 inch tree is $6,187 plus the irrigation cost would be $7,187. The 10 inch tree would be $8,104.61 plus the $1,000 for irrigation which would be $9,104.61. Juniper provided a price for a 10 inch. They are only providing a six-month warranty and irrigation is included in their price. It was $9,171.19. Lawn Enforcement provided a price for a 10 inch with a one-year warranty and irrigation included for $11,880. MHS only provided pricing for an 8-inch tree, estimating irrigation at $500 and provided a price for the 8-inch tree of $6,250 and no warranty so a total of $6,750. I think we want to do the 10-inch tree. I don’t know that you want to consider the 8-inch. When you look at the quotes, Lawn Enforcement is high. I don’t think we would recommend using them anyway. The price between Juniper’s warranty is only six months versus the one year and your current provider EarthScapes Unlimited looks like the most favorable. Andy, do you have any comments?
Mr. Jorgenson: I would follow the recommendation with EarthScapes. The smaller tree is going to survive a little bit better than the bigger tree. However, when you are talking between an
August 20, 2024	Indigo East CDD
8 inch and 10 inch, there is not much of a difference. I need to look to see if those are container or basket grown or box grown because there are benefits of one versus the other as well. I believe the Earthscapes one, I will have to confirm, but it’s a roots plus grown tree which has better benefit coming from the farm.
Mr. Flint: It doesn’t look like it specifies in the proposal. You could approve it subject to verification.
Mr. Jorgenson: Ideally timewise, we would want to wait until later this fall or in the spring for cooler weather.
Mr. Flint: This won’t be planted exactly where the existing tree is because even though you stump grind, it’s going to be shifted over I think eight feet behind it.
Mr. Scheerer: On EarthScapes, it looks like they are combining an 8 and 10 inch on their total contract or are those going to be separated?
Mr. Flint: They will be separated. It will be whatever you end up approving, one or the other. They just set it up in their proposal as if it was both just to provide the pricing. If you approve the 10 it would only be the $8,104 plus any irrigation cost which is estimated. It could come in less than the $1,000.
Mr. Hutson: I recommend EarthScapes once Andy finds out what the ball is.

SEVENTH ORDER OF BUSINESS	Consideration of Agreement with Lawn
Enforcement for Landscaping Services
Mr. Flint: At your last meeting, we had brought forward proposals. The existing agreement with EarthScapes Unlimited expires on September 30th and at the last meeting we brought forward proposals from Lawn Enforcement, EarthScapes and MHS. The Board made a decision to award the contract to Lawn Enforcement Agency so we prepared an agreement with them that is on the agenda that would go into effect on October 1st. However, I think there are some concerns about their performance on some other contracts within On Top of the World so we don’t believe it would be prudent at this point to award additional work to them until there is some improvement seen on some of their other contracts. At the time you awarded this to them, they were brand new. There was no experience with them. Since that time, there has been some more experience with
August 20, 2024	Indigo East CDD
them so there are some concerns about their ability to perform. If you went back and looked at the pricing that was provided, they were significantly lower than the other bids. MHS came in around where our current contract is and then EarthScapes went up by about $30,000. They indicated the primary reason for their increase was the increase in the frequency of trimming the Viburnum. The current contract has once a year and the new scape had three times a year. In talking with Andy, we think the best approach and he has spoken with EarthScapes and they have agreed to continue to maintain the landscaping on a month-to-month basis while we go out and rebid the contract. There are some other providers that did not respond the first time that Andy believes we can get pricing from. Our recommendation at this point rather than awarding this agreement to lawn enforcement would be to authorize us to continue on a month to month with EarthScapes and then rebid the landscape maintenance. Any thoughts or discussion from the Board? It is not ideal but I think it is the right thing to do. In discussion with Andy, it has just been over the last week that really the discussion has come up.
Mr. Hutson: Does EarthScapes even though they are doing it right this minute, was already planned and done to take on other work elsewhere so will they be able to keep up with our work? Mr. Jorgenson: They would love to continue with you guys indefinitely. She even mentioned on the phone last night, they would be okay with continuing. It would revert back to the original specifications. The reason why we went to three times a year on the viburnums was we were getting complaints mostly from the residents along 80th Street about how the Viburnums don’t get trimmed often enough so we changed it from one to three times a year in this RFP. They would agree if we go back to the last specifications which is the one time per year, that they would like to continue with just a minimal CPI increase annually. They definitely want to try to keep the
contract if they can.
Mr. Flint: That is another option to extend the current contract with a CPI adjustment under the current scope but I know there are concerns about the frequency of trimming the hedges. You can decide that, we can go out and get the pricing and then when we bring that back, one option would be stay with the current vendor with the inflation adjustment. You would just have the benefit of other pricing as well when you make that decision.
Ms. LaFrance: Would it be worth checking into seeing what it would be like to trim the viburnums twice a year.
August 20, 2024	Indigo East CDD
Mr. Jorgenson: Absolutely. We can bid it out with a one time per contract trimming and then have them price it as a supplemental cost if we want to do it twice or three times, it would just be an additional work for them. You guys can decide whether you want to do it two or three times.
Mr. Gysen: Putting it out for bid right now for the other people that we don’t really know much about, maybe consider keeping the current.
Mr. Flint: You might want the option. I know Juniper and Down to Earth are two of the other ones. Andy has experience with the other ones too. There are no stars out there right now. No one is setting the world on fire including the existing vendor. If this existing vendor was performing at the top of their game there would be no reason to make a change. I think everyone is struggling right now. I don’t think you are eliminating the option of staying with EarthScapes and doing the inflationary adjustment by getting additional pricing. They have agreed to stay on month to month while we go through this process. We can ask them to rebid with the one time and the optional, under the new pricing schedule too maybe they will reconsider their pricing.
Mr. Solan: I think we should rebid it and go from there.

EIGHTH ORDER OF BUSINESS	Ratification	of	Dewberry	Work
Authorization for Annual Engineer’s Report
Mr. Flint: The Trust Indenture for the District’s bond issue requires that an annual inspection be performed of the District’s infrastructure and also review the budget and insurance policies. Because of the timeframe to get that completed I had to execute this back in April and I am asking the Board to ratify my action in doing that. Is there a motion to ratify the work authorization?

August 20, 2024	Indigo East CDD
NINTH ORDER OF BUSINESS	Approval of Fiscal Year 2025 Meeting
Schedule
Mr. Flint: Each year you are required to adopt an annual meeting notice so we prepared one based on your current practice of meeting four times a year in November, February, May and August at this location at 9:00 a.m. You can approve this or we can change it, whatever the Board wants to do.
Mr. Gysen: I make a motion to approve as it is written.

TENTH ORDER OF BUSINESS	Review	and	Acceptance	of	Annual
Engineer’s Report – ADDED
Mr. Flint: This is related to the work authorization for the Engineer that you just ratified. The engineer did complete their inspection of the stormwater system and have provided this letter that was handed out gets provided to the Trustee. The first paragraph says based on their inspection and their knowledge of the community the portions of the infrastructure being maintained is in reasonably good repair. The second paragraph indicates they have reviewed the budget and it seems to be appropriate to enable the District to maintain the facilities and the third one deals with the insurance coverage. That meets the indenture requirement. Any questions on that? If not, is there a motion to accept it?

ELEVENTH ORDER OF BUSINESS	Staff Reports
Attorney
Mr. Flint: Next is the Attorney’s report.
Ms. Wagoner: I have nothing to report today.

District Manager
Adoption of District Goals and Objectives
Mr. Flint: The legislature now requires all Special Districts to adopt goals, objectives, and performance measures and those have to be done initially by October 1st of this year and it would
August 20, 2024	Indigo East CDD
be reported on December 1st of next year and then each year it would need to be readopted. We came up with some recommended goals and objectives and performance measures that we believe meet the spirit of the legislation. We have broken those up into three categories, community, communication and engagement, infrastructure and facilities maintenance and then financial transparency and accountability. Under each one of those areas, we have developed goals and measures so under community, communication and engagement we address public meetings and also address compliance with meeting notices and also access to public records. We hit on the main three items. On infrastructure and facilities maintenance, we cover site inspections and then the Engineer’s annual inspection. Under financial transparency and accountability, we have one goal dealing with the budget, one goal dealing with the unaudited financials, and one dealing with the annual audit report. Any questions on those?
Mr. Gysen: Is it something we have to fill out every year?
Mr. Flint: We basically every year by December 1st indicate if we have met these goals and objectives and publish that on the website. We have listed what the standard is that has to be met and then yes or no. We would take the same form, update it for whether it has been achieved or not and then repost it on the website. Any questions on the proposed goals and objectives?

Approval of Check Register
Mr. Flint: You have approval of the check register from May 8th through August 5th. This covers the general fund and Board compensation for $47,725.30. The detailed register is behind the summary. If you have any questions, we can discuss those. Is there a motion to approve the check register?

Balance Sheet and Income Statement
Mr. Flint: You have the unaudited financials through June 30th. If you have any questions, we can discuss those but if not, there is no Board action required.
August 20, 2024	Indigo East CDD
TWELFTH ORDER OF BUSINESS	Other Business
Mr. Flint: Any other business? Hearing none.

THIRTEENTH ORDER OF BUSINESS	Supervisors Requests
Mr. Flint: Any Supervisors requests?
Ms. LaFrance: This is my last meeting. I think everyone knows here that I am relocating to Massachusetts in two weeks so this is my resignation today. I just want to say it has been my honor and pleasure to serve on the Board.
Mr. Flint: Thank you for all of your service. We are sorry to see you go. I know you resigned once and then got reappointed. We were happy that you got back on the Board but we obviously wish you well moving closer to your family.
Ms. LaFrance: I really wish the Board all the luck in the world. It has been a great experience. I am glad I had the opportunity to do this. I want to thank Mr. Colen for the wonderful properties that you run. This has been a great experience.
Mr. Flint: It would be in order then for the Board to consider a motion to accept Ms. LaFrance’s resignation. You will need to file a Form 1F which is the Final Disclosure Form. Our office will email you with the information on that. Your seat is up in November so likely the Board will just deal with that issue at the next meeting.

Mr. Hutson: Since we are going on a month-to-month contract, do we have to notify the other company that starts October 1st on the landscaping?
Mr. Flint: Yes, we will have to let them know that they were not awarded. We had sent an award letter so will just have to send them another letter saying that we are rebidding and they are entitled to submit a new proposal. We don’t have an executed contract with them and we have less than six weeks before their contract. We will notify them this week and then move forward with getting new bids.
Mr. Gysen: The sidewalks and gutter cleaning. They are working on the gutters. The sidewalks have not been done yet so may need to follow up on that.
August 20, 2024	Indigo East CDD
Mr. Flint: I will check on the status of that. We have $18,000 budgeted for the pressure washing to do both the North and the South. Anything else? Hearing none.

FOURTEENTH ORDER OF BUSINESS	Adjournment
Mr. Flint: Is there a motion to adjourn?

Secretary / Assistant Secretary	Chairman / Vice Chairman

Section IV
Indigo CDD	Year 1	Year 2	Year 3	Total Contract
Brightview	$141,000.00	$146,640.00	$152,505.60	$457,516.80	
United Land Services	$123,816.00	$123,816.00	$123,816.00	$371,448.00	
Juniper	$196,900.00	$196,900.00	$196,900.00	$590,700.00	
Yellowstone	$129,600.00	$129,600.00	$129,600.00	$388,800.00	
EUI	$157,085.90	$162,783.30	$168,687.40	$488,556.60	
MHS	$120,663.90	$120,663.90	$120,663.90	$361,991.70	
Cepra	$180,454.00	$180,454.00	$180,454.00	$541,362.00	
					
Additional Trim
$6,000.00	
$3,000.00	

	
$4,600.00	
2.50 per foot (6ft tall or less) $5.50 per foot over 6 ft	
Exhibit B

Project Location: Indigo CDD
Final bids due: September 6th, 2024 Start date: October 1, 2024

Specifications: see map attached

BrightView Landscape Services, Inc.

Cost per sq. yd/acre	Cost per year
Zoysia Turf: 546 sq.yds Bahia Turf: 79,744 sq. yds Bed Area: 18,662 sq. yds
$2.00

$0.60

$1.70
$1,092.00
$47,846.00

$31,725.00
Cost per zone	Cost per year
Irrigation
Maintenance
26 zones controller
1 Battery Operated
$265
$6,890.00

Annual Installation 4,000 (4x's/yr)

Indigo East Retention Ponds

Tract B-2: 6.26 acres Tract J: 6.18 acres Tract H: 2.79 acres
Cost per Plant	Cost per Year
$2.10	$33,600.00

Cost per sq. yd/acre	Cost per year

Total Monthly Cost:
Total Yearly Cost:
$11,750

$141,000

Please provide a one-time trim price for Viburnum hedge trimming, should the CDD request an additional
trim.
* One time viburnum hedge trimming $6,000

Project Location: Indigo Final bids due: April 15, 2024
Start date: June 1, 2024 Specifications: see map attached
Exhibit B

BrightView Landscape Services, Inc.
Indigo East Dog Park

Bahia Turf:	3,812 sq. yds
Bed Area:	406 sq. yds

Cost per sq. yd/acre	Cost per year
$0.67	$2,554.00
$1.75	$711.00

Indigo East Walking Trail

Bahia Turf:

31,167 sq.
yds

Cost per sq. yd/acre	Cost per year
$2.00	$62,334.00

Irrigation Maintenance 10 zones controller
(Pricing higher to account for hard edge at trails and higher maintenance needed for these areas)
Cost per zone	Cost per year
$270	$2,700.00

Indigo East Neighborhood Association HOA (yellow on map)

Zoysia Turf:	346 sq. yds
11,654 sq.

Cost per sq. yd/acre	Cost per year
$2.00	$692.00
Bed Area:

Bahia Turf: Including DRA's

Irrigation Maintenance 32 zones controller
yds 100,940 sq.
yds
$1.75	$20,395.00

$0.67	$67,630.00

Cost per zone	Cost per year
$270	$8,640.00

Total Monthly
Cost: $13,805.00
Total Yearly Cost: $165,660.00

Land Services

Indigo Community Development District

Indigo Community Development District

Proposal For
Landscape & Irrigation Maintenance

9/6/24
Pricing Valid for 90 Days Upon Receipt

9/6/204

Indigo Community Development District

RE: Landscape Maintenance & Irrigation Proposal

Dear Jodi Knight,

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

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

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

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

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

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

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

Sincerely,

Luke r:B(ack.son
Business Development Manager
lblackson@unitedlandservices.com

Company History, Experience & Services

Company History

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

Total Number of Employees
1500+

Our History

How It All Started
The Company was founded by Bob Bland-
Additional Areas Served
Alabama Montgomery
Florida
Central Florida Ocala
Ft. Peirce Fernandina Beach Tampa Bradenton
Jacksonville, Ft. Lauderdale Panama City West Palm
North Carolina
Greensboro Charlotte Raleigh
South Carolina
Myrtle Beach
Georgia Savannah Atlanta
ford in 200 I as United Landscapes, a name that has come to be synonymous with best-in-class landscape design, installation and maintenance services across the Jacksonville and St. Johns County area. Today, the Company has over I 500 employees working daily with hundreds of commercial customers throughout Florida. Each location is capable of independently managing and enhancing a variety of complex landscape projects.
Services Offered & Approach
At United Land Services, we meet the highly specific needs of our clients by offering a comprehensive selection of services -	from the design to the installation to the ongoing maintenance. Our landscape service divisions are equipped to handle a wide variety of properties, including masterplan communities, condominiums, golf clubs, office complexes, retail establishments and resorts. We perform these services with your distinct needs at the forefront of everything we do. We are local owners and operators committed to delivering excellent service at the highest levels of quality and craftsmanship.
United Land Services takes a proactive approach when it comes to the landscape. We become trusted partners for all your landscape needs while providing quality landscapes in line with University of Florida Best Management Practices.

Products & Services
We	Are	Your All-Inclusive Service Provider

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

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

Irrigation Experts
Your Team of Certified & Licensed Specialists

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

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

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

Agronomics Program
Certified Pest Control Operators

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

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

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

Hurricane Preparedness
Plan of Action

Phase I

Phase 1 to begin immediately following the storm once safe and legal for our team to do so. Our main goal is to create as safe an environment as possible.
Clear main entrances of any obstructions inhibiting traffic.

Clear secondary roadways of any obstructions inhibiting traffic.

Clear parking areas located at common areas and common area struc­ tures.
Clear sidewalks, walking paths and thorough- fares in common areas
Phase 2

Assessment of total clean-up needed and associated total costs of Phases
1-3.
Removal of any debris generated and stock- piled from Phase 1 upon approval.
Clearing and removal of debris from common

Area parks, dog parks and playgrounds upon approval.
Phase 3

Clear and remove debris from turf and landscape areas.

Post storm tree work to remove "hangers",

Prioritizing Safety
Minimizing Risks

With safety as our top priority, United Land Services continually updates its trainings, communications, and assessments to ensure that team members are prepared to perform their jobs with minimal risk to themselves or
others.
Our dedicated safety officers conduct regular inspections to ensure employees maintain professional behavior and remain
alert to all potential hazards.

Strict Compliance to OSHA
Regulations
Dedicated Safety Officers
Weekly Safety Meetings
Annual Safety Rodeo with Industry Safety Experts
Personal Protection Equipment Requirements
Ongoing MVR Tracking and Reporting
Post Accident Drug Testing

Vehicle Safety
Minimizing Risks

ONBOARDING SAFETYTRAINING
Safety starts the moment a team member is hired with a comprehensive training on proper vehi­ cle, equipment and operational training.. Our goal is to ensure the crew and public are safe from leaving the branch, parking the vehicle to driving through a community. United Land equips our fleet and crews with the proper	attire, markers and equipment to redirect traffic in safe manner

SOFTWARE MONITORING SYSTEMS:
Along with visual inspection, there are software system United Land has established to ensure the safety of our team and the public.
	Our ongoing MVR tracking and reporting application to review driver eligibility using a point system.
Our GPS Monitoring Program allows our safety and fleet team to monitor speed and

DAILYVEHICLE INSPECTION:
A daily vehicle inspection is completed each morning to identify items that could pose risk to our employees and the general public . This inspection is then completed again upon return to the branch to ensure each vehicle and trail-
er are safe while on the road.

Exclusive Partemships

Exclusive Partnership

,,.... WALT DISNEY WORLD-	•
Cl..} SWAN AND DOLPHIN

Exclusive Partnership

CONDEV
April 23, 2024

To whom it may concern:

We are pleased to write this letter on behalf of the team at United Land Services. Our company has been working closely with United on several development projects both on the new landscape installation and maintenance fronts with great results.

United's responsiveness and attention to detail set them apart in the industry and have been a welcome addition to our development process. We now include United very early in the process when contemplating landscape design for new projects. We have found this very beneficial.

We highly recommend United Land Services when considering a dedicated landscape installation and maintenance team.

If we can provide any further information regarding our experience with United Land Services, please do not hesitate to contact us.

Regards,

CONDEV COMPANIES

Christopher J. Gardner President

921 N. Pennsylvania Ave., Winter Park, Florida 32789 • 0: (407) 679-1748 F: (407) 679-3120 CondevFL.com
To Whom it May Concern:

I am writing to wholeheartedly recommend United Land Services for any landscaping projects you may be considering. As the Property Manager for Waterleigh Phase 4 Single Family & Townhome HOA's, I have had the pleasure of working closely with United Land Services on multiple occasions, and I can confidently attest to their exceptional professionalism, expertise, and commitment to excellence.

One example of their commitment to excellence is, when a homeowner called at 7AM on a non­ maintenance day with a broken mail line, United's Team displayed remarkable efficiency and professionalism. Within just two hours of the call, they were onsite and swiftly completed the necessary repairs. Their prompt response not only prevented further damage but also minimized inconvenience for the homeowner. Such dedication and commitment to customer service are truly commendable and reflect positively on United's reputation.

Moreover, United Land Services consistently demonstrates a genuine passion for their craft, evident in every aspect of their work. Their dedication to customer satisfaction is unparalleled, and they go above and beyond to ensure that their clients' visions are not only realized but exceeded.

In addition to their technical skills the team at United Land Services is a pleasure to work with. They are approachable, responsive, and collaborative, making the entire process smooth from start to finish.

Based on my experiences, I have complete confidence in United Land Services' ability to deliver outstanding results on any landscaping project they undertake. Their professionalism, creativity, and commitment to excellence make them a truly exceptional partner.

If you have any further questions or require additional information, please do not hesitate to contact me. I am more than happy to provide any assistance I can.

I am certain that you will be as impressed with their work as I have been. Sincerely,
H	f3v½'"c.,l,vy LCA/\1
Property Manager Access Management 16150 Pebble Bluff Loop
Winter Garden, FL 34787
E: hburch@accessdifference.com P: 407-605-5588

210 N University Drive; Suite 702 Coral Springs, Florida 33071
954-603-0033

To whom it may concern,	April 18, 2024

I am writing to provide information on our working relationship on behalf of lnframark for United Land Services. lnframark has been working closely with United on several of our accounts, and we have consistently experienced their professionalism and exceptional responsiveness.

Whenever issues arise, United Land Services has shown great proficiency in handling them efficiently and effectively. Their prompt and thorough approach to problem-solving has been instrumental in maintaining the smooth operation of our projects.

Working with United Land Services has been a pleasure for the Inframark teams. Their commitment to delivering high-quality services and their dedication to customer satisfaction have greatly contributed to our successful partnership.

We highly recommend United Land Services for any future collaborations and can assure you that their expertise and professionalism will be a valuable asset to your organization.

Should you require any further information or have any specific inquiries, please do not hesitate to contact me.

Sincerely,

Angel Montagna
Vice President of District Services lnframark

Page 11	www.inframark.com
Ve•sta,.
Vested in your community.

352.331.9988
5950 NW 181 Place
Suite 160
Gainesville, FL 32607
VestaPropertyServices.com

To Whom It May Concern:

I am pleased to offer the following comments regarding United Land Services. United Land Services is contracted to provide lawn and landscape services for the Longleaf Homeowners Association located in Gainesville, Florida.
Company services were initiated on January 1, 2024, and services continue to the present time. The transition to United Land Services from our former provider was better than anticipated. Such transitions may be a challenge however United Land Services' direct communications made the process easier.
United Land Services' management team continues to meet with the HOA Board President and myself monthly to ensure the proper delivery of landscape services as well as special projects. The company implemented an on-line work order system known as issuetrak. I am optimistic this work order system will provide direct communications between the company and HOA owners.

Please do not hesitate to contact me should you require additional information regarding United Land Services' performance.

Kind Regards,
rr
Jessica Felver C.A.M.
Vesta Property Services 5950 NW 1st Place Gainesville, FL 32607
352-331-9988
longleaf@vestapropertyservices.com

Development Strategy

Phased Development Strategy
Best Management Practices

This is a custom designed plan using Florida Best Management Practices to exceed your desired look for this property. We have outlined the initial tasks that our Landscape Maintenance teams will perform as we begin our partnership regarding
this property.
We have broken the tasks down into distinct phases to cover the first 90 days of this transition. This will provide an easy way to monitor and measure our progress
as we formulate our joint strategy for the best results.

Phased Development Strategy
Plan of Action

Phase I (Days 1-30)

Meet with Property Manager and Board Committee Members to review our Three Phase Plan and Scope of Work.
Complete an Irrigation Evaluation of system and report deficiencies and needed corrective actions.
Establish consistent schedule for mowing, detailing and agronomics and implement accordingly.
Perform first turf fertilizer application if possible (Blackout Period).
Identify any areas of concern and concentrate efforts for immediate improvement. (Entrance features, weeding beds, sidewalk edging)
Spot treat weeds in turf areas where needed.

Formulate options for turf areas needing restoration.

Implement weed control program in planting beds.

Fertilize weak shrubs throughout the property.

Start insect and disease program on all plant material.

Evaluate the health of ailing plant material and propose improvement plan.

Discuss any site-specific enhancement ideas.

Perform monthly walk with Property Manager and Community Members.

Phased Development Strategy
Plan of Action

Phase 2 & 3 (Days 3 1-90)

Examine Phase I results and modify "Plan of Action" if necessary.

Carry on with Irrigation Inspections and Improvements.

Carry on with Scheduled Maintenance plan i.e., mowing, blowing, and edging.

Evaluate need for second turf fertilization dependent on condition and time of year (Blackout period).

Carry on with weed control applications in both turf and plant beds.

Evaluate insect and disease program and make necessary adjustments.

Implement approved site-specific enhancements.

Perform monthly walk through with Property Manager and continue to identify areas of opportunity or concern.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Agronomics and Irrigation Inspection Reports

i:-..----	,,
-l h$M.oo,:  W«u'I

Yearly Service Calendar Guideline
-
@ !11! }2	Sample Property
- - - - -	-
Mowinl!- St. Ausmstine
Mowin - Bahia Ediini
lstrin• Trimmin•
IDebrisBlowrng
■	■ ■ ■
DETAIL SERVICES
Ornamental Shrub Prunini
Weedin - Manual & Chemical Application,
.

--	-

.	--

'	-,

_. ,!: 1: -
,,,

,,	-
.·  ,,.
,
- .. -

_. ,.
Monthlv ln.soections with Reoorts	r,	1,	I
FERTIIJZATIOH & PEST CONTROL SERVIUS
IGranu r Turf Applications Turf Weeds& Insect Control Shrub FerttliZAtions
Shrub lmecti(ide & Funp:icide lmpectiom
lnter rated Pest Management
AHCIUAIYSERYICES
Annual Flower Rotations
Palm Prumn
Rejuvenation PruninR(Ornamental Grasses)
ISmall TreePrunin• PruneCrape Myrtles Mulch

Closing the Communication Gap
Alignment, Execution & Building Partnerships

Communication is key to any strong partnership. In an effort to stay connected internally with our team and externally with our partners, our team utilizes Site Audit Pro.The program allows us to send visual communication though pictures along with a detailed explanation of the issue. Site Audit Pro is key in ensuring everyone is on the same page in helping to form the best possible solution.

Closing the Communication Gap
Alignment, Execution & Building Partnerships

SAMPLE
Issue l
Seledively 1emove tall stalks 011Wbite BOP in a section.almllDor: Re.mova!J; tllgged wilh ornnge npe

Issue:?
Remove. Mag, on Cody Cb.are

Issue 5
Queen Palmon 46A dead from Ganoderma

SAMPLE

Issue l
Declining \\ asb.ingtc,nianon Cody Chase

Issue
Remove stiling kit

Ism,6
Possible irrigation issue on Podocarpus along 46A un.ils

Issue 7
Replace d.eclillingPittisporum '" lb tun

Issue 8
.Propzy;al for method to attach Ja	to columns I pergola

Po,J, 3 014

Work Order So ware
Accountability, Communication and Productivity
United Land Services Work Order System Powered by:

United Land Services is dedicated to ensuring our valued partners receive the highest level of communication for a success long term partnership. Our work order system gives the client all the tools needed to stay informed on their property. The Aspire work order system is a user friendly software system that compliments our strong level of communication while providing accountability for our dedicated team.

FEATURES:

View Invoices
Pay Invoices
View Proposals
View Past Work Orders	•	Sign Proposals
Review Updates on Work Orders	•	Create Issues
View Landscape Experts Notes	•	Submit Work Orders

Closing the Communication Gap
Alignment, Execution & Building Partnerships
Constant, open communication between the board members, landscape committee (if applicable) and your ULS team will help to ensure expectations are set and goals are met. We plan to accomplish this through:
Clear understanding of milestones to improve the landscape quality.

Constant communication with HOA Management, Board Members and Committees.

Weekly progress updates throughout the initial transition.

Property inspections with Management and Board Members at predetermined intervals. (Sample report on pages below).
Our goal is to tailor this communication plan to meet your needs and the needs of the community.

Closing the Communication Gap

At United Land Services, our dedi­ cated account managers ensure seamless communication with our valued clients through our comprehensive newsletter service. Drawing from their extensive knowledge of our services and industry trends, account managers curate newsletters that keep clients informed about upcoming services, personnel changes, crew updates, and essential landscaping tips. By staying attuned to clients' needs and preferences, our account managers personalize each newsletter to deliver relevant and timely information, fostering strong client relationships and empowering them to make informed decisions. With a commitment to transparency and excellence, United Land Services' newsletters serve as a valuable resource, enhancing client satisfac­ tion and facilitating collaboration for successful landscaping projects.

Certification
Your Agronomics and Irrigation Specialists

F.-,O::;;O;;:--

605991

HasCornplete:l aFOOT ApprovedTemporary Traffic Control··anced
Issued: 02/10/2023 frainingProvider
Elqi'es:02/10/2027
mv	online
lnstnm:

rWTTOin'tiie
8'3C aOr.Swte621Jil4 0'lis'.1oJl32762 Pl\'.<!(l7.q01-0W6

CERTIFICATE OF COMPETENCY

CECIL E. GESTER
Irrigation Specialty Contractor

UNITED LAND SERVICES

CC# 23-ISC-23109-R	EXPIRES 2024-08-3'

Certification
Your Agronomics and Irrigation Specialists

Certification
Your Agronomics and Irrigation Specialists

Scope of Services
Summary

Exhibit A: Scope of Services Summary
Annual Maintenance Outline

The following outline details our proposed scope of services and offerings to be provided by our service teams, to ensure we meet the specific needs of your project as governed by our agreement.

I.	Scope of Work

.MowTn]F
lawns sh;a,11be mc:lwedw !:!kly durinij tl:ite .!dive growirig season and "s. nel\!.de-d durifll[l the
m::in- rowiri season.as ri;1ferencecl in Exhibit A.Alteraitions of the mowiini.l schEdule due: to site cOl'lditian!i sllch as, dry or .s.aiwrat c;i turf Will dictate thE! mawing operaliians, and must bi! appm,,.erf by a PM MM .i uH:u;iriz@d represent;.'tive Ttl,rf wiU be ctlt With rql:a[\I mow1rnl in Clrder ll□ maT:n1:at1n.;a
L111iform height of Qife. T,ght of rnht all be1 with n th11 fe!mm ,encled ra11 e di(:@ i;:d int	UF/JFAS
rlre 11 Jndustri s Best Mcmag:ement Prw:tites:h,mdb1;;n::,k .a,:,shown ih the graphic: beiow. Contractor
s:nall leiliV dipplng5in thii! lawn elS Icingus 110 visibl c:lurnp!i orel:c,e:; ive tlf!brfa remain.

Trimmin1r
All fi:x	obJects sh.iII be trimmli!C1in order to mairtt:airu neat il?IM!iilf<l)nce, urf sha11 be. string
trimcirtomatrh tne height PS determin11d by the m-owers.Turf e1djac;:ent to e!ill t:mdi 5: of water
:shall be mowed or strintl trtmmed ta th@ water',sedge duting,E!,mh moWing oper:atian.

 dgi[lfg;
All h3crdsraJMi! objects shal I be edgedi on.1routioe ba$is 11s referli!r,rnd iri Exti1bit A. All l,111asc: pe boos sh;1Ube. edgsd on ill routine b:asis ilsrefure1r1red iJl Exhibit A. All debris gerieratedfrnm ead1 of these processes shaUbe. removed o:nthe same day the process is,rompleted.

B!awl11e;;
As pa,rt:of each mairntenance qde, allde ri:s.:.generated from our woi-1<1!:hall b  lll'movi;icl
from :,;;idewalb, fCladway$, paved or(;!as, rnonunierrts1 a11d rn<1dam on d s  ohervjcfil. AlldltiQna,1
blewing to maintain sidewalks, drive-ways ;;111d pat:i□s free'1f debris shall be performed as Rieede:d

Scope of Services Summary
Annual Maintenance Outline

on ab" Wi2 1tN sctmdul when mowjl1g is ri1du[ed to one Ill ever,t per month in the slnw grrowt11e
season.

Wi!oo Control::.
Contr.a,ctar d1<1II keep beds- fr of roadie.if or i:rass-v w i!l.s Ll!iiflE;l -an n,pproVt!<d.!:el.edlw qr l"IOn­
seJeqi\ilf! lierbic:rtje labl?'lE!d ilt:ldiie area bin,1rtre:1ited.

Gri::nrndc;iJ111 rs;
Gmundwver shi!.!II b	dg c:I n Drd to ep itwithin the bciund of it-; fflt nded ar a.

_pruning:
Shrubs shall bl! pruni'?Il onlya.5Jni;!t ss;;iry to cre11li:! a natural app.,,;i1<1n12e, to maintain the
desirecl shape, .iod to remcive: damil-ge ordt:.t:::il:i	wQod. r queocy oftrimrn111g shall t, eve.ry s;i:x
!6) we ks up1m flio1i (9) tim!!s per y:11:ar, larg,erhlili:lge. row.s (i.@. WbufJ'uJm Odoroti.5" mumj that!ire nm p11rt of a rBid1mtial land5eape and int@n,d@d to arl ,;is a buffer hedge bf!l;Wl:!en adjac1e11t tdofflrTlOfl,,11rffili.S!>hAII be oomp l@t lv trimm c:i {side5 rn;ludE!d1l onIB ar1ou11liy tQ o j,gl,f 110 @Uf!'r thal"I twellli. (12) t: .t. Add'ltior,,11plant \laiieti s may .il§o f;;II in this tat g,cry whien, '.5pecmi;: h'f!e type stinrb i'lre lnsmlh:11d in pilrkTniij iot i:i;footls.

Treei:
r:iejght limit.tion fm' t!f9i:!.pru ing im:IUded with1n thesE(Jpe o ffiis agre ment is f n	(15) h!et.Tlrie lm,,red1r.inc;he:s:an trees upto fifteeo {15} eet s i3II only be raised to pro\lide cle!il m::e fur ped@stri.in!>, vehides, bujMln s, shFU hs, i'.l(r to Tmprovl'! 'l'i.s:lbiliry. Tre prunin[! Tfl ss	offtftl!E!n (IS) reetin heiehtwill □ntybE!!performed wfth priorwritt.el"I i!ppro\lIII from ElMMM, This prunin does not tover any typll of interior pr-unini on E! cainqpiE!s sudh .is tt,inr,inil, deadwood, or q;own r,ii!d1Jdio11.
ED:rllnih,il ,!,hlci11 be pie.rfurrn 011 ,arr,a.;!leru::l ed1basiis,

Tree :sf,1k@ o1rid t1e,s l!I I'! tc be iospe;cted ma tli ly for rom,:ct insrallmion am:l pl,m me . When trees of :tct'lb!I'! rernoiiEh l!lnd i1111e: de1vel(}f1ed Q!Upp!r to $timd ,1!0,m , s:t.ikes rJd ties s all bemoved by Cc:ml:ractor. Trees:llilk d, jwii'hou-1: tiiesj for pn:ited"on firam rfrir1ma ma rEmain stakefl,an additional period of time.

A Sc (fJve oo ) radlu:. o1rcl iif{]und the bacre of tr'f!i;:s shaU bi;: f.eE! of weeds :and hrrf an hilll be milTnrtained l!i'i the ll5E of a leg,iUv ilpprovt!d' hetbTddi;i. StakeSc or cuy wi:nes h.ill be. tre.ired Tri the me	milrm r as 'the ha	ohrees des:cnb@d -11bov .

Tr1ees loca d in oatur,111 tr!;!e J;Jiresen1 ;;nea h11II be. I@ ma, nabJral st11m unlesi; de:ad Wi:lod 'fS IJl'filiMt. Cant ctnr shall rerrmve. an',! fall n ead wood. <ind report dead or dying 'ln!E!3 t□ ;,i P[VlMM represeritath·iimnledi.d:1ely,

fl1ert!l:'1Jtial/A!lnual Cok1r SE!ru:
fllernnriial/Annual oolnr bed5 shall bs rnalnl:aim,cl ta hawol.erful i!ppE!.ir.i,r11ce.at all times. 8eds a,re to be. kept fn;1e of w rls arid spent flowBr:S.
A1'1rU.1al color 1-md'!i stmll l::ui replJ,c!;!d .i minimuin of four 4) timesnriuall)( ti□ BrtSUii!! 11ibt<11ri,t mlor
;;1r,d i:iirCJwth wfl::h FJhuitmatE!iri.il s.1.1itabh1·fu thf! 5E<!llon.Soil ami!!m-lmEnt!i	ii'III be 11deih:d ilt t i! time
of r pl!1Eern!1ot. Soll amendments !illctl as c,rgarlic: peat or :a.I'll -.ipprovfld p illl'ltirig mioct1.1ri;i s .ill be

Scope of Services Summary
Annual Maintenance Outline

liill,ed in ill the time of inst.illiltiDr,, Pe.rermiaVAnn1.1 1 color beds- sn;;dl be- fortihzed whEn oil aml'!Hdm!lnts are addli!.d. mmm:cte or a similar pt□ utt mar· h Ll li!d_ Bi!ds may ni!!M to h<illlE a.ddilioniil ri uid p Urn iornsof fertili.z!!!r adl;led o bh!!!m if pl,lrlil'. materral warr:.int§:,

Mutch
M\Jlch is @;iicludoo from hfa I:c1orra.ct. Contnii;;tor sh,dl l'lll irirain all rnl!!!oh 1o!it;;illoo · ensure n,c h:i
!:1th.er than oo,tur.al degradc1tion1titd.lrs-,

!Debri!; <nid smrm Cle<1nUi1K
Exc,ess c::IE:bri ill the laric's:<;apll l!l'-E!il shall b rernDwcl nithe Ld!ilfS of service. All d br"b-
g n	rnt!:!d from OIJF worlkrashaU b11: removed from s-Tdew,dks, roadwavs and imved!lli!<I 0111
t:h11: d.tys of s rvi.c!l. Tmiis excludes ffilV',' leaffuU pickup, Cm:rtr,11:toris not tespcm iblE! Cl!'" rerno1o1:;il of e:;{('@s i"°e stom:1 de.bi'Ls od11,ll,en tr:ea litm greatertl"1an 111• i11q diametl:i!r.

FE!rtil1l!er and, ?e: ld Ariplitatmn f111!1:i.1rds
Allfert,iliz@ra,nd re.sticid@ .ipplicililior,!> retotrd shall 1:iE! reporled fo PMMM at tlie time of rnol:"llh ly in11oi.t:i1i1::.Remrds shaII t, ow product and r:ate ilpplied, dill e of ;ipp ltmtian, app!ica or name nd raµIl;ii:111 of applTCBticm,

li'estkide: APfl ai:lian Notice
ll'ro r .s.ignage,as;reriuired by Flori•da statute 5  JiJ 147•sha11 be ll!)c;ated in a colliSpiru□uspl.iEe. at
!!arh applkatio.i, area or ii.Ii pesticide. 11'1'pl;t;atidnsi!rld shalI be removed by contrac::tor <1fl:N a.t,□ur i:;iost ilpplic;ition p!'!rio:d.

lreriilil!.<!Umlr
JLJrf and omament,ds :!ihaU be tertiliz!e!i:I with a-prµrnved comm cial grade fertilimr, Thi!
nurr:ll:nir cf applit;;iti□n will. b b.isE!!'I ml pla11Uype; and requi:rmients as dictated in iE1d:ii lA.

All,grnnulair fertl!i:zer .!ihialI be rnmpr1s!i!d af a minim(lo, of 70'l<. slow•rel ease fertilizer ccmsrsting o'f i:;iol\"rn!'!ir coatin r sulfoi r •cefflt111&, or polym!'!r-.silllfur (lCJ;i!ted Nitrn,gen. As dlrawd irr, Exhibit A1 tti e,3 j marnh bl-elllds p,r,e tlrlo.si2t.hilt !!:Up!Ply a rnil"limum of .1pat.ind of Nitrogen 1pier Me thousand S1qtrar11 e11t ful'th!! dur11 00 ofi:hii! hilemi, t(:):Lir 14) m□nlth blend!> afe tho.se-1:habu pply .i minimum of l poum! of Nil;rQgeri per tlm th□i.J&!Jld square futlfor th!! dura on oHhE! blend; and .s, (6) month blsnds ;ne
hose that 5\Jppty a minlmum of ,5 poL.11rtd of N!m:icen, .25 poum:l,s; of 1Pho p or'JJ:s and .5 poum:b of
f!O\:ilssillm pi;;:,r one tholisancl squilre fo t forthedur'uHo:n ofthe blend, All appliCiltions sball indude .B pa1c1fld:.s of fl'.g ;i:s,/;him p,ero· e hou rid $qlJ'lltefeet rog,utlless of ph1r, type.All blends fur l:Urffltl' shaU net rontain Pho.s1::1he1rusunless di.dated't.y an a.ccrndi ed IDil fab ll!!;t.

All Liquidkrtiliz,er aJJpliu1tiCJI1!>shill I cortl:a,m i'l full miQ"o nu (il:!!nt J)ild&•!l cont;i1ir,1ng fil1 Mil, t'llln and S. Ac:ddifian;il fliliitrJ:iger,1 Phmphorus ifnc:l 'flotlssi111m may b1i incliH:li?rl fn liqLi1id fertllh:@r
,1.pfilir:att□ns, No llquicl fof·11zer.ippHc<1tio11shaU si.Jpflly nc mcrethii!n .10 pounds of N'tro li!fl per
□ne tholf<5,m d tquarel e

Scope of Services Summary
Annual Maintenance Outline

All ertilirer .!·pplicati.om shall be mad to notd;;im-iJgE! or .5bTrl adj)m:!nt rrl surfac1;1s,1ndudmg ha □wner inst.ill d items. Contractor shall ble lielrn r@.!i:po11sihli!! for an'l!I damai:: thereof !'•l':i.sultting fram ,my appljcatHm c:,ausin1g d11im11g,@ ti1:1 s.!!id iurraoei.

Turf We,ed CantlfGII
BfDadlei!f <IllI] s age.type r-1eed.s tudl bt! 11'!::re!d under thes!:! :sµedfrcations.Turf .a .i!5 shall b tre<1t@d .i,s warralltcd wlth appro11ed pre aod post eJttiirgent wlMild control
FJmatJcts following a.II:s±at and Feder.al rt;gllli'itions,Hid ,ipprtl!iE!d or the appliuitkm site. C:Ontfattor.shall rfiliporul ttl wtn:korder.s. fol'Wi@@d rnnrrol n t rf .ind la"1 §Caipl! oorls ',li1thT11 a two
w@ek wilfldow ti, rcnJghout the yea.r.

m ct ·w::mrl:rnlr
Ccmtrac.tar shall pravirlEl control for i etl!; damaging turf and orname:nt:als by u illg
;a.ppr{lwd produ.tt"sf"olloWin!l all Srntl!.incl Faderal re!lulalfon.s. a11d approwd.fclr he application site
s; l'l rled 17rougnQ!Ut ttie yeiJ,r. j[ll!iect control Tf!cl\ld!l!; !ijJOttreatinc or 1re Mt mounds: ;incl Tnfe.5-bitiom. CootrnctQr sh cll rel;µorid lo work ard!!lr.5; fur ir,s:1:1ct co-ritrol Tr, turhi,n1d li1ml,s:ca1m b1;1ds wrthtri a twq (:lj W'l:E!lt wfod□w thro gho!Ji'lh11 yeilf-

Dise.a,Sf! Control:
These spEi;ifii;atiion do not ifldllde jilr 111::nfiltTve miila 1o·i::s;fgrflllngu ilnd di asl!!. 1lhE rnl'iltrucmr 5hrall pr'ovid t i!ittnel'lbi to s:t□p or :;1ow·U1E prog es 1un of dise;isfs whe11 l'le!Ge.S ry thro!.l,ghout thE yi;:,ar, ne_gardle:S!!i of pl1111 type.

C. lrrirga,tiolil,Miinag@ml!llt

Scheduling:
Whi:rt! appilica:bIE!, IJonmu;to r !iillillI !i'Ched1.1le -the irri 1011 in Q{UantrUe:; i3m::l req E!nctes cori 1stt!n t
wn;h 5-eason,31 requirern ts, Cont:ract,Qr 5hall .sc::heidul11!: the	stem o opE!rate ii!lnii::ht .so '815 to not inti:rfere wltiel d.iyt,ime useo property <illa tt;i pran,Ot!!w.ii:er mnsenra•·L'.m. DaytimE! watering to
relieve larit stms:s ortoiacorparat fertiliz orpes cidl!aipp catroru, Wherer,equifl'!d b thre liibel,
feclen1,I o.r sui 11 I aw, is acceptebl . O:IJ'iitraictor shll11 chedule liJi,il! Qpe'!'ation to ai&1ere to joc;aI '-'r<lter'ing re::;trtdio l'l$. Wl-.@f! .ipplicilbll;!!.

Irrigation l r1Spsditm:
Canrr,n:l:ar·shall pm- mm the followTng serlli <1. psrt of th I! mc:mthJy irrigiit □fl in:spm1'.icm:
-	Ad:iv..rie e.rch irrfg.itlon zcin of thic.system.
Visu,111 check for ally uamag pr nece5 .iry rep<1irli, Strr!lighten ar 11dju.!it frriiµit1an he.id i!lld r.ioz s as neclf!ssary,
Adju:.-t th!:! rr;c tr□n oon ro l1?rfor specmcwateritlg requirem1:ntS' ;3cmrdi11,G mt	e
:;ei3 {ll1 .ind :11 nihtil[]IJl:s\.
· Provide .i w(tten report of th1dindiir1g:,,

a.image to the irriE;:ation .syi;,te m:
Canttac.tar shi!II repair• <1t no [.mt, any damilfiE! caused by rm1lt1tf!mim oJmratiori'!i. Carnl:ra,rtor .s.halJ be hel,d respol'il-siblE! to ma e ,rny n ssary repairs to th@ tDl'litml, pip ng ;md dj!ilfibutia.n st1ems, wrl:h J:!flOf PMMM appn::nml., for d.11m.i1ie:s itl:rintheir area ofr,esµol"l:;itiilfty re,s1.U4n from·fa1.m:y
eq;uTpmer;it. lig trifr1 1 OOfl!;t(uaion work, 'l@l'ld.ili'sm, pr -E>(sting coru:fftH::ms, fr,eez@s;, or ildHlf God, but s O not be heJ.PI Uablll! for B"Cpsns;12s- 11ssoctat12r1l 1th reparrill,gmrd dami3c_l?.

Scope of Services Summary
Annual Maintenance Outline

lilo:nd . ltm1lke! ,1r1d Outflow Stn.Jc.tures: Mall"ltenemci:!
Mowing and ed og shalI be (ilerforrned ,1s to k!!Ep strLJtct1..mi?s cleur o gr,iss, weeas ,md de!:Jn .
llll§!}EctioJiis stwll b12 doni;;: Wl?,ekly, or mare fr-t!quent durTn_g p!!rn:ids of expEct-ed hemry fi:iTllhill, to
..i1>rure ,g:@tes, pi![les- and .spfo h jllad:s 1lllE! c ear of d'ebrts. Wher!i!. ;ipplkati ef ,nlfLiiiitic weed arid i!lg.i
1:nar,iagJ'!me.nt wilI lJ,e perfonme,d t:iv thkd-l"larty rontirap:ars: piiid or tiy flMMM

 ebmtion Pam::l Ma ntemm ce
G::mtrm:tor shall be resipc:llfl:5iible for rn-aiatilinl1 all rete.miori PQnd skip.es- airid bottoms in acw,rdance wi'bh the 5DU:tnwe.$t Florida W1Jter M nag:eml!!nt Dis\:ri g1.fdelinl:!S pre ent d fo -die Distn f,!; publiiratii□l'I  1-iaw t.a l:lipic!riirte! & Malni: in Vou.r Skormwaili!r Mana !!ITl!mt sy ern _ Thk iridu'dl!!S
ensuring that all w.ish□ul:!iand any dE!ptess'.icm311i3ll!uthan three foot by thri!e fo□t by three foot (3-'
.31' J/ 3') ;i,re repaired in ,m ·expedited manner. Depr!!s5i□ns airgiedhan 3'  j' 11 • shall be! reported to a
flMM M rep:r E!!nta,tive within bl hours di discovery,

C-Qnfr.<1ctor !.-hall In! h ld lr bl fo,rm. d.lma,g , -at tlie rantr;ictar'!>sole expe.n&I?!, whill! i!tfurrning mu111tamu1101! dutiffi llflOEff their Jnipe of work. Damiillle§ indu,d;e lo s of turf, tireeos ar shrubs from Im proper irrlg.rlion rnarta.geoHm , imprap!:'!f pn.11fog, lmpmpiY" pe.st mntrol, aricl improper
eciuipmenit opefatian, E-0 tr"cta-r sh;i,IJbe' ela respC!nsible a ma e any nece-.ssary reparrs1 wiU1.
pri r PMMM app.rn1tal, ar d'clmag@s wlth in Ute-if .i,rea of rnsponsibility resultrnc foam faLillty equipmel'(t., li,Elhitnin  mnrlJ'ud:ltm  mk, vand:alismj pre.,@xi!.tinl,lrnndihons., fr12ezes,.or ads □fGod but shall net be.!me.Id liabl for exrensES iissoi:.iate!::l with re;pairillg; saJd dam.ate.

rollcing:sh,11II Ile per aJITil!'tl on a d ily '8ists for lhe 1ernovaI of iill trash lrtt@r lLe.: paPF!.lf, c..ins, bottl@!i1 ie:k,It:o all a!'@;,ls; oHhe property includiri re.as oubide o th Collt.radcirs st:ope mwork_ Addit'□m1Ilv1 litterwntml wiU a,I bE! J}Erfomi d thrqughtoutt li!.en TrE rnITTrn!.loity whTle tr llin!:l bel:weeo
properfy loeatiori .

r[lmmictor small also report to PMMM a11v issues ob ervoo uuttide of tli i!. C.ontracn::ir!i scope.of work whl e. per:farming duties thrrn..1ghout the community. Thm;e may iru:lod@di1.id treei.j improp.i,r us.12 of facilities, safety hauirds, fallfm streie!t sign , eq:Liipme1,t orfa:cnlicy issu -

Ads of God Dama1:ie
Damage o tl.e P Q:JJertv as a .resu:lt of Ad:!:imGoi::l ma'II indu tile, 1::ililt ,uE! not nea;o.ssafi rv lhmited k,,:
r:emov,ing bic\i't'"n"°lffi1f br . brq n lirn 1 11,id SR!lfll_p:;;: n;:rnovirn:i i llf di:ibris deipa i d by·H9Qrls;
.ctimi!lle frvrn fr	n,g, hurricil,fl!l!!:i1	r[Jtrh r ufli\JSl!raj c urn:mli:s wilil bf! h,u1d ed on illl 1odi¥ dual iw.is ti!i a pre arpprowd E:ttra w!5't. Contractor shoU ma	E!mf!rge.11cy r!ii!,puirs to p-r@ilent fortli er d.imag• Wmi:!ill rie:1:i ss,u-y, \11!.ithoutflle addition.ii wmk being Jm!•appro.,ed t:ly PMMM r@pr,esi;;:nt.:1tive

Scope of Services Summary
Annual Maintenance Outline
must b submitt d simoltil11 c,u!ily with invl'.Ji bg for wo J}-lilrfarm@d .ic;h monthly omtrni:;tp@ricd 1n order tel {ltlillifyfor psrylTI,,mt.

suc;h 1ovok€ mu t be.s11l:imirted \YIThin !oTxty (liOJ rnlendar d;ivs of cornpl ion of rtihe w,1:J:rk. In tt,i;,, eu-an • tllqt the farnl immru·I'S' 11!'.lt !iUbm!ttea within the $T'.Xty (60) [al@l"ldar d;llfj of rnm[IJh,tron of the w.ork PMMM .s.tliiU have 'the right to demand1 in w,il:ini:i, t .i, theCorttr.icttlr stJbmTt the irivaicg
wi.thir1 -Hve j5j b11sir1ess; d,oli'f'Sfr'om the 1:J.1:1:11 such wrirtilo d!!m.ind is m,ac:je, Ir the! Coritratl:m doti!s
r1ar dtimply wit :!:Ucl1 five (S) bti ine!-S-!l day d m.<11"1 . then Grmttador shall .be in breach tJf th1
,a reerrael'ltLAny sul::imiU,@d invok:e after thisi nitral slxty-fiv-ej65} day sul:imfssion pE!:riod sh.ill be rudl arid vo1d end Contractor :s:bi!I, not be E!IOitlm:I to 5<11d payrn!'lo ,

Con tradorr Ri!p1ri!S'E!ntatllli?
,eontr"i;tpr .!iihil I !]tflQVldra .in iilLJthorized rcepres,entatl',jie1Q be 1,□r1,call'r 24! hcn.1r pBr day. A list f
illlthorizt;d ref]:re:serit.litives illang ·u1 wotact inrerma Too shall bE! 11r wided ifl 'l!,'fitin to PMMM i:irior to the .rtarr of ttiisagrBerru;!flt In mii.,ev n of an nd d o,b rl'c (morie ttrn,117 d y.s:) llif he fon b'artar pr12s1mtati'llli!, contr.id:or will provide sL:rfficiMt @x;p- nenc d p!!n.□nne:l to rmlintain lhe
iitit€!gtjty rni thE cor,h;act. <1t the cmt of Toe Contractor
Cantractm Re1e1r1E!!!:e.rm1tive sh;ill mf!i:!t bi•
w ekly with PMMM represe.ntatill'lzS to dis.tt11Ss q1,rrerit f V€S, worik ch c:lule, out:,h!nding wor: or,dE'f§ and upoom rig work.

Ccmtradar Ernol□Jrl,5 ,111.d .Sub,/(ontr.ictoP-:
All incli11itl<L1.i.ls doin blJsi!fles.s wtili antil for PMMM ar On Top o tr!@Worlcl tmnmuniti s,.L C. Cal!:!n
Bui t DBvlll□pmen. UC o:t S(A Ma,Fcm Ame.11.itiE's, l!l.C and ri!labei:l: e.Rtitl s will work with inlr rity.
Toll! Co111tractor's empl,ci.ye s: o1ncl MSOci11tes, a,r ir1dep11r,de:nt contradors- 1111 not  seek ar <1cc,ept mr
·tli11rr1selv ,:;;or oth s ilfl'i' i::ifi:;, favor,s;, 1mtertairu11ent oir pa enf;s. NPr lihi!U they w!i!k or ai:,c:i::rt person:al lo11M from p,ersons or bus1r;ie.ss.organizatTo;ns that do or seek to do bi.1:s:iness with or n rnmpetitft111with y,our q:impanv, PMMM ex!pflds tlu1t vou 1lfld '{OU.r mg;,mization or busin.ess-or subwntrarcto,1- of y□ur or}l,mizijltiOn will o□mply with the nit8flt 1Jf t:his dc11:umen A strict uml.ershndTo!ijis-,mt cip,ited.

Th riev·icdatmri of d1sdosurf! of c:a fidB11tfid nforroiltlol"l, data or1 de(li.:sions, plirns CJr any qther irnfunt1a,1:io11th.it might b mntr.iry to thi!. intere5t: of l?MMM, On To;p of th  WorJd Communiti . LI.c Cclle.rn Built ltl@v1!h::1prn,ent:, Lit or 5CA Mari□;nAmE!ilities1 LLC,md relah;d entii:iii!S', without prior llthotf:z;ition1 i5 prohrl::Jibt.d. Tiu1 mt&use, Ullautlmrfl'@d atit;;li!Ji!; to or mish,mdli.ng af tonfidential
information is 5trirtly rnhib1ted.

Any \liol:ation of PMMM, On Top of lie World O:!mmunities, UC, Col!!n Built DeVE!l□pmel'lt:, LlC Dr
SCA Marion Ame.nrtie&, ut  anc:j related entitie:s expemitioras wm st1hji!!ct Ith!! 1,1e.ndor{s)
tontractor{s,) 1imi/or oth t busf1u'! l!!nt@rprtses(s) to pamntial p nitive dam11 up tc t1.E1d 11nclLJdi11 can 1;dM:icm m i;ontrilcb.ml acr ements, wh11 que$\i111n>aii:;e rnncerninc nv ilsi;m-ct: of
li1  dtu;1.1m nt, ronhlct And t!!W l, Jorgefl'S ri, D:ira:cl:(Jf of Community Ope.r'ilticms, Parkway
M<1mt,e:mu1ce. & M,uragement: Marion, LLC.

All [antrador'E!mployees and repllE!Se:flt.ttivE!ssh.iJI be dri:!sse.d appropriat!i!IV al'ld proh;! Cilrt11llv-.i,r,d b prov,deol unifolilTls: .:s,tatirri!il O:lnt(actor compariv name di;arly O'll t e iro11t: or back of Sii'td uniform.

Scope of Services Summary
Annual Maintenance Outline

ln pe-c;tions
A PMMM reFJtreseritati11!'i may malre. pE!1iodTc,.u11annoum:,ed hupecti□ns at an:ytTrne, The interrt of 'the 'rupertTons is to ll rify contract 1:1bl,tg0<tio□s .ire bl',!in,g .met. Failure to meet C.,tJ11tJ"att oblig,atitl!l!; wil! b@ dottlnie:nt d in wri ng ,mc:I ser1t to Ccmtrador repmstl!nrativ.e with a tliTrt;y (3111 ay pil!riad fur imp roMi!rf'il!!nt, Fai!Ure to mi:; amttaict ob!iga ions wi11 rssolt ill li'.i;mtri3ci: loJ.s.

Own;ir's Righ to,do Work
1·f  Cbm:l':actor fail5i to el!pedi!!!rrl:ly meet the spei:ifi(;ltions \•(ti,in he c!lntri;ict, f'MMM m<1v,furbf,
gill j4B) l,m.1r5 after :5lli:Jmitti.ng written MtiC'l!1. to tliE! Con±raaor, witrnoutpmjudice to any ol:h
rl!rnMy he m.iv hillti!,, c:Cll't ct any cl'efiderncie,s or phelfses of work in wi"lich thi!: Contr,artar r1egJ cbfld_ PMMM s.hall d cdtlct i:hi!Wst of ,my sum  work done fr:mn tl9ie payment to th Contractor.

rn ;;1ddili□n, filMMl'iA resen.rc!stne nCJhtoo rnrnJ}1e-te ,1,[11v woric riarir,dudelll in UlE! main(E!lµlif'lQ:r' rfr,ict Without adc:jitional foes dL!le to Contractor.

lilrnp,er s.icn ,'<15 i\E![lllirEd by Florida St..atute SE-14.1471 shail be im:illEtfTfl iQi
rispiwous:fila, ii
ach:appl, icm il[eill fora,11pestl'cide ilPiflr!OltiDlfl!l and !iha,11bl:' remQtJei:Ib Can [i!ctQr 11f!:era 24-hour post app u!ticm pe!rfo t:L

Celmtllet1ori of Wt1fk On:1@1:s
PMMM milizBs /I w,Qrk Clfder system to identify;are:,1s £Jf e1ciditiorrt1I work 11a;: c:fo.1::L All wolllt; o dii!r5i iUl!
!ill d tutheCootJ;Bctor z, -hpursriter nm J and sh,111be campl tf!d ilnd d05 d out with111 teri !rnl busi.llESJs d:11vs, PMM M uJ1d erst.n1d tli.!Jt urifall!!!ie'erl drrums.umce!>may hmit (Ofllract0-r from fuOv omJ1p!eting all wor onh:!rli Within sairlll'lri 10) l:JL1Sirlii!!SS da,y p,;!rion alld requ@ 'ifrequ rit .ind operi rnmmunh:ati□n from Carrtractm as ta st'ltrn: for tDmph2tfori. Fau!Jrll to comph( e.Weirik dia.ited by sa:id
w□rlrnrdenvithf11.i1forty-f11JE45) dav period shall a'llow f>MMM to rnITTpl te wnrK; with any expenses relirtild tus.L1ch1 deduqed froni ili"IY hrt:ure p<iyment to Cantfilct'Or,

Bldder amt.a± Information
Th@ biddll!t htiLdt:I mlita 'tli@apprapti,:rt contad irtform:atia[I jsrre@t. aidd'rn	phorl ,fiHl, -mail al:ltdr1css; -amt ·c.ontai::t name} for rnnitractor ri:!presimtatii.re re:spon;sble·forsal'd bid!.

Scope of Services Summary
Services Frequency Schedule

,....,......

_,	-
i	-'

ln!;IAol J!/;lliimli!lt	I t,tar H Ell.ll I'
Ii,,ori=-
,	I!.	•
=

Shrubs and Trees

Zoysia Grass

P<Qft<=-ltT	l>n				bet  l;l!;ioocr	ll'c-		
G<ial!ill' rT.llrf ,_	,JU..,n,	! mlllltt.blo!i<lrl	11		_l ll,	-
I	I	I	,	I	I	I		
ltal!t'll:lil'lttllil
Wlllr!f Yttll!d.J	l=ttt<JhblQI
Hmtv-dd	nn i!!h!d		r	I
I	I	I	I	I'	I	I	I				
5u,,._,w,,:-	....	,,, rl"	a,•n C;!l<:d		I	I	I	I	I	I	I	I			

Method and Approach

Method and Approach
Service Areas Take-Off

United Land Services is pleased to provide our take-off, generated by our in-house estimators, for service areas at Indigo Community Development District. This take-off illustrates the areas we are bidding to maintain If there are any areas we may have missed, please let us know so we can correct the estimate and en­ sure we are the best trade partner for you.
Please refer to the map below for detailed cov­ erage.

Method and Approach
Staffing Chart

At United Land Services, we utilize a multi-layered approach to  ensure that the Indigo Community Develop­ ment District consistently receives top-tier service. This structured layering system not only enhances the quality of our services but also facilitates multiple levels of supervision and communication. Each layer is de­ signed to streamline operations and create clear points of contact between the Indigo Community Development District and our team, ensuring that every aspect of our service is managed efficiently and any issues are swiftly addressed. This comprehensive framework underscores our commitment to maintaining the highest standards and fostering a strong, collaborative relationship with the city.

Method and Approach
Leadership Team

United Land Services has diligently prioritized hiring top-quality staff members since 2002. This commitment ensures that we consistently deliver superior services and maintain open, effective communication channels with our clients. Our dedicated team remains the cornerstone of our success, driving excellence in every aspect of our operations.

Region	Vice President
-Jason Ackman
-Oversees all landscape maintenance and installation for the central Florida regions.

Region	Director
-Brett Perez
-Oversees all United Operations in the Region and Offers Assistance to Local Branches.

Branch Manager
-Kevin Englert
-Leads all teams out of the Ocala Branch. Is responsible for operation at Indigo Community Development District.

Account Manager
-Dillon Bauerfiend
-Onsite Management for all crews and primary point of contact for the Indigo Community Development District

Business Deve opment Manger
-Luke Blackson
-Works with the district to ensure a smooth onboarding process including handing contracts and billing.

Method and Approach
Equipment

United Land Services operates an extensive fleet comprising over I 000 vehicles, including irrigation vans, maintenance trucks, management vehicles, trailers, side by sides, dump trailers, and various other types of vehicles. In addition to this impressive fleet, United Land Services employs state-of-the-art landscape equipment such as mowers, hand tools, z sprayers, and various other forms of equipment. We prioritize the meticulous monitoring and maintenance of all our vehicles and equipment to ensure they meet the highest performance standards, enabling us to deliver exceptional ser­ vice to our clients.

At United Land Services, we recognize the critical role that well-maintained vehicles and equipment play in delivering top
-notch landscaping services. With our diverse fleet of over I 000 vehicles and cutting-edge landscape equipment, includ­ ing mowers, hand tools, z sprayers, and more, we are equipped to tackle any project with efficiency and precision. Our commitment to excellence extends to the rigorous monitoring and maintenance of all our vehicles and equipment, en­ suring they operate at peak performance levels. By upholding these high standards, we not only optimize our operational efficiency but also guarantee the delivery of outstanding service to our valued clients.
A comprehensive list of United Land Services equipment is available upon request. Feel free to reach out, and we'll be happy to provide you with the details you need.

Method and Approach
Central Florida Locations

United Land Services currently operates out of over thirty locations in the southeast. Those locations range from North Carolina to South Florida. Currently there are five locations for United Land Services in Central Florida.
Those locations address are listed below.

Ocala
260 I SE County Hwy 484
Bellview, FL 34420
904-676-0477
Kissimmee
4600 Cecile Dr. Spring Hill, Fl 34610 352-593-5830
Orlando South
6386 Beth Road
Orlando, FL 32824
321-281-8861
Orlando North
280 Barwick Road
Debary, FL 32713
407-330-2070
Reunion
IO IO US Hwy I 7 92 N
Davenport, FL 33837
904-510-7014

United Land Services intention is use crews from the 16 acre shop in Belleview to manage the landscape maintenance at Indigo Community Development District. The Belleview shop will be managed by Kevin Englert from the Central Florida region of United Land Services in Orlando.

Your Investment

Exhibit B:Your Investment
Landscape Management Proposal

Contract Maintenance	Monthly	Yearly	
Core Maintenance	$9,203	$110,436	
Includes Mowing, Edging, Weed-eating, Debris Blowing, Shrub Pruning,Tree Pruning (up to 12 ft.), Rejuvenation Pruning (native grass),Weeding & Cleanup, Fertilization, Chemical Treatment, Pest			
Control, Annual Trimming ofViburnum Hedges,			
Irrigation Inspections	$273	$3,276	
Includes Adjusting Heads and Nozzles, Seasonal Clock Adjustments,			
with Monthly Reports			
Seasonal Color (4x Per Year)	$842	$10,104	
Preparation and Replacement ofAnnual Beds			
Total for Landscape Maintenance	$10,318	$123,816	
			
Additional Items		Price	
Viburnum Hedge Maintenance		$3,000	
Annual Per Plant		
$2.50	

Providing exceptional landscape services to partners across the state of Florida.

kb
HOME		KOLTER
HOMES		

D·R·HORJOl',I"
/{,.,,._,Qlt')Dm/;.,6,r	

SUMMIT
m T1t.\M'IN1,1, m 1•.1v		

RESIDFN-1-\I	

GREYSTAR	

-
BEAZER
HOMES	

United We Grow!

Uniting partners through exceptional landscape services

Indigo Community

INTRODUCTION
Company Overview
Staffing
Sample Reports/Schedules
PROPOSAL
Action Plan & Proposal
Equipment List
References
Customer Service
Juniper Mapping
OUR SERVICES
More Than Just Maintenance
QUALIFICATIONS
Certifications & Licenses

Submitted by:
Rodrigo Leon
Client Relations Manager
(239) 446-9329

Dear Client:

Thank you for the opportunity to be a part of your landscape maintenance contract bidding process for Indigo Community within On Top of The World. At Juniper,
we understand that each project is unique because no two clients are the same. We bring a straightforward, focused analysis to each property’s individual needs. Our commitment to quality, dependability, and industry best practices drives us forward. This commitment empowers us to meet our clients’ requirements and to serve their expanding needs as our relationship continues to grow. Juniper has been servicing communities throughout Florida for over 20 years and our skilled teams are dedicated to your landscape initiatives

We look forward to having the opportunity to work with you and to discuss the enclosed information. If you have any questions, please contact me at (239) 446-9329.

Thank you,

Rodrigo Leon
Client Relations Manager
(239) 446-9329
rodrigo.leon@juniperlandscaping.com
Junipercares.com

Dear Client,

I am writing on behalf of Juniper to confirm our acceptance of the specifications outlined in "Exhibit A" of the proposal for common area landscape maintenance. We acknowledge and agree to conform to the performance standards set forth for the contract award process.

Please find attached our signed certification document as per your request.

Should you require any further information or clarification, please do not hesitate to contact me at 407-269-3547 .

Thank you for the opportunity to participate in this proposal process. Sincerely,
Keith Kirchofer
Ocala Branch Manager
(407) 269-3547
Keith.Kirchofer@juniperlandscaping.com
Junipercares.com
ROOTED IN FLORIDA
HOW IT ALL STARTED

Juniper was founded in 2001 on a small farmhouse in Fort Myers, Florida. This location now serves as our corporate headquarters, though we have had to add a few more buildings. Over 20 years ago we started with the commitment to provide the best value and an on-time project. This commitment has helped Juniper grow from a small custom landscape operation with just a few employees to multiple locations throughout Florida. A lot has changed over the last 20 years, and we pride ourselves on the technology, service, and quality we continue to provide.
Juniper was founded in Florida and all our leadership team lives in-state.

CENTRAL
WEST COAST
EAST COAST

ORLANDO OCALA BELLEVIEW WESLEY CHAPEL LAKELAND LITHIA
SANFOR
NAPLES
BONITA SPRINGS FORT MYERS VENICE SARASOTA BRADENTON TAMPA
FORT LAUDERDALE WEST PALM
VERO BEACH PORT ST LUCIE MELBORNE VIERA
COMPANY OVERVIEW
SERVICES & QUALIFICATIONS
Resources & Qualifications
2,200+ Team Members
Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
Certified Pest Control Operators
FNGLA Certified Horticultural Professionals
FNGLA Certified Landscape
Contractors
ISA Certified Arborists
In-house Agronomist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer
LOCAL BRANCHES
YOUR LOCAL LANDSCAPE EXPERTS

 OCALA	
1750 NW 80th Avenue Ocala, FL 34482
 BELLEVIEW	
12110 SE Hwy 441
Belleview, FL 34420

Our Juniper team members live in your area and are familiar with the local
landscape palette.

We provide you with complete
landscape services:

Maintenance
Irrigation
Fertilization
Pest Control
Arbor Care
Seasonal Color
Storm Prep/Recovery
Landscape Design
Installation
LOCAL BRANCHES
YOUR LOCAL LANDSCAPE EXPERTS

 ORLANDO - EAST	
7032 Old Cheney Hwy. Orlando, FL 32807
 ORLANDO – WEST	
4000 Avalon Rd.
Winter Garden, FL 34787
 ORLANDO – SOUTH	
285 E Oak Ridge Rd. Orlando, FL 32809
 SANFORD	
1070 N Elder Rd, Sanford, FL 32771

Our Juniper team members live in your area and are familiar with the local
landscape palette.

We provide you with complete landscape services:

Maintenance
Irrigation
Fertilization
Pest Control
Arbor Care
Seasonal Color
Storm Prep/Recovery
Landscape Design
Installation
CLIENT TEAM
RESOURCES

DESIGN - SUPPORT TEAM
IA Certified Irrigation Designers
Landscape Designers
Landscape Architects

BUILD - SUPPORT TEAM
State Licensed Irrigation Designers
Licensed Hunter & Rain Bird Installer
Certified Landscape Contractors

MAINTAIN - SUPPORT TEAM
Certified Horticultural Professional
State Licensed Certified Pest Control Operator
State Licensed Irrigation Contractor
ISA Certified Arborists
In-House Agronomist
 OUR CORE VALUES	
A Sense of Urgency

A Constant Communicator

Mission Over Ego

We Do What We Say

Relentless

Grow and Adapt
JUNIPER CLIENT TEAM

Division
Branch Manager
Maintenance Account Manager
Client Relations Manager

Irrigation Techs
Maintenance Crews
Horticultural Techs

Oversees the overall quality of the project, ensures contract items are completed timely and communication reports are being completed. Works with account manager on managing all tree pruning and enhancements.

Works with association manager on updating of schedules and the quality control and verification of completion of work orders. Manages all service requests related to maintenance services and manages crews to meet scheduled services.

Performs inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned into the property manager for authorization.

Performs regular inspections for shrub and lawn damaging insects such as
mealybugs, aphids, spider mites, chinch bugs, sod webworms, and grubs.

Our account managers perform regular inspections for lawn damaging insects such as chinch bugs, sod webworms, and grubs. This, combined with our comprehensive irrigation and fertilization program, will keep turf areas thick and healthy.
Detailing includes trimming and pruning of all shrubbery, ornamental trees, and groundcover, removal of tree suckers, as well as the defining of bed lines and tree saucers. Our “weed first” approach ensures the spraying of pre and post emergent herbicides and pulling existing weeds is the project foreman’s priority.

Our training program equips technicians and foreman to apply fertilizer as well as identify and correct plant material problems. Our management team and technicians have specialized training and GI-BMP Certifications from the University of Florida Extension Office, enabling us to be more proactive.
Juniper’s certified technicians perform monthly inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned into the property manager for authorization.
SERVICE REPORTS & MAPS
SAMPLES

Fertilization & Pest Reports

Service Rotation Map

Irrigation Reports

Sample

Landscape Maintenance Agreement
Property Name: Indigo Community (On Top of the World Communities) - Maintenance Billing Company Name: Parkway Maintenance & Management Marion, LLC

A
Optional Services
Description of Services	Frequency	Cost per Occ.	Annual Cost	
Mulch (775 Yds @ 1.5")	1	$50,375.00	$50,375.00	
PAYMENT SCHEDULE

SCHEDULE	PRICE	SALES TAX	TOTAL PRICE	
October	$16,408.33	$0.00	$16,408.33	
November	$16,408.33	$0.00	$16,408.33	
December	$16,408.33	$0.00	$16,408.33	
January	$16,408.33	$0.00	$16,408.33	
February	$16,408.33	$0.00	$16,408.33	
March	$16,408.34	$0.00	$16,408.34	
April	$16,408.33	$0.00	$16,408.33	
May	$16,408.34	$0.00	$16,408.34	
June	$16,408.33	$0.00	$16,408.33	
July	$16,408.34	$0.00	$16,408.34	
August	$16,408.33	$0.00	$16,408.33	
September	$16,408.34	$0.00	$16,408.34	
	$196,900.00	$0.00	$196,900.00	

By 		By	 		
Print Name 		Print Name	 		
Date 		Date	 		
Juniper Landscaping of Florida LLC		Indigo Community (On Top of the World Communities) -
Maintenance	

Project Location: Indigo CDD			
Final bids due: April 19, 2024			
Start date: October 1, 2024			
Specifications: see map attached			
	Cost per sq. yd/acre	Cost per year	
Zoysia Turf: 546 sq.
yds	
$5.00	
$2,730	
Bahia Turf: 79,744 sq. yds	$1.35	$107,945	
Bed Area: 18,662 sq. yds	
$3.14	
$58,525	
	Cost per zone	Cost per year	
Irrigation
Maintenance	
$211.11	
$5,700	
26 zones controller			
1 Battery Operated			
	Cost per Plant	Cost per Year	
Annual Installation 4,000 (4x's/yr)	$3.00	$12,000	
Indigo East Retention Ponds			
	Cost per sq. yd/acre	Cost per year	
Tract B-2: 6.26 acres	$656.60	$10,000	
Tract J: 6.18 acres			
Tract H: 2.79 acres			
	
Total Monthly Cost:$16,408.33		
	Total Yearly
Cost:$196,900		

START UP: EQUIPMENT LIST

Mowing Operations
1	Trucks	
1	20' Enclosed Trailers	
2	60' ZTR's	
2	48-52" Stand-On or Walk Behind	
--	Reel Mower	
3	Backpack Blowers	
3	Line Trimmers	
3	Stick Edgers	
Prune/Detail Operations
1	F-450 Dump	
--	F-350 Pickup	
--	ATV/UTV	
1	Hand-Held Double-sided Shears	
3	Extended Shears	
2	Backpack Blowers	
3	Backpack Sprayers	
2	Miscellaneous hand shears, loopers, pol saws, etc.	
Irrigation Maintenance Operations
1	Enclosed Utility Truck	
1	Zone Wire Tracker	
1	Volt Pulser	
1	Siphon King Submersible Water Pump	
Fert/Pest Operations
2	Z-Spray Rigs	
1	Gator UTV	
1	100 Gallon Multipurpose Skid Sprayer	

PROPOSAL
CLIENT REFERENCES

Name: Alexis Anthony
Title: Horticulturist
Company: World Equestrian Center
Address: 1390 NW 80th Avenue, Ocala, FL 34482 Years: 2020 - Present

Name: Monica Berrios
Title: CAM
Company: Leland Management
Address: Fore Ranch - 4001 SW 53rd Ave., Ocala, FL 34474 Years: 2022 - Present

Name: Tammy Collins
Title: LCAM
Company: RealManage/Evergreen Address: Beaumont - 7802 Penrose Pl, Wildwood, FL 34785
Years: 2022 - Present

PROPOSAL
CUSTOMER SERVICE

ON-SITE MANAGEMENT
People make the difference. We understand that for many residents, speaking in person with a manager is preferable. For this reason, a manager always accompanies Juniper crews & is available on-site for communication & problem-solving.

24/7 EMERGENCY SERVICES
When the unforeseen happens, we will be there when you need us. Call our dedicated number for 24/7 support.

IN-HOUSE CUSTOMER CARE TEAM
We believe that providing great customer service is key providing the best in landscape services. To that end we create department dedicated to supporting residents, account managers & field teams.

To assist owners with maintenance and irrigation concerns, Juniper offers homeowners multiple options:

Option 1:
Visit www.junipercares.com and click on “Community Service Request.” Create a ticket by following the simple prompts.
Option 2:
Email customerservice@juniperlandscaping.com, noting the concern.
Option 3:
Call Customer Service at (239) 561-5980 to speak with a representative.

PROPOSAL
JUNIPER MAPPING

TECHNOLOGY THAT MAKES A DIFFERENCE!

Juniper Mapping uses drone imaging software to create an Orthomosaic image from hundreds and sometimes thousands of high-resolution images. This gives us the ability to evaluate the property at a deeper level, which allows us to provide our clients the following:

―	Proactively identify potential issues
―	Property specific reporting
Plant Health
Elevation
Annotation
Issues
―	Documentation of improvement

PROPOSAL
JUNIPER MAPPING

IMAGE QUALITY COMPARISON

PROPOSAL
JUNIPER MAPPING

TRACK IMPROVEMENTS SIDE-BY-SIDE

PROPOSAL
JUNIPER MAPPING
TOOLS

Turf areas of concern

PROPOSAL
LANDSCAPE MAINTENANCE

JUNIPER HAS BEEN EXCEEDING INDUSTRY STANDARDS IN THE AREA OF QUALITY AND DEPENDABILITY IN FLORIDA SINCE 2001
Our landscape maintenance teams work closely with the irrigation and horticultural teams. This, combined with regular inspections from our dedicated account managers, helps ensure the job quality our clients have come to expect.

OUR SERVICES
LANDSCAPE INSTALLATION

OUR DESIGN & INSTALLATION TEAMS MAKE AN AWARD-WINNING COMBINATION!
Our teams work hard to deliver a quality project on time and on budget.
Landscape Design Firm of the Year
Best Landscape Design Custom Home
Merit Award Design Residential
Award Best Landscape Design

OUR SERVICES
LANDSCAPE IRRIGATION

STATE LICENSED IRRIGATION CONTRACTOR
What is a certified irrigation specialty contractor’s license?
An irrigation specialty contractor’s license is a certified (state-wide) specialty license developed by the Construction Industry Licensing Board to permit contractors to install, maintain, repair, alter, extend, manage, monitor, audit, or, if not prohibited by law, design irrigation systems.

Our industry experts can help guide you on the most effective way to use your water resources.
Central control management
Converting beds to drip irrigation
E/T weather-based controllers
Soil moisture sensors
Pressure regulated components
High efficiency sprinklers

OUR SERVICES
LANDSCAPE IRRIGATION

Juniper’s certified technicians perform monthly inspections of irrigation systems to ensure optimum operation and coverage for plant material and turf areas. Concerns are promptly documented on a service form and turned in to the property manager for authorization.

Water Management
Repairs
Water Monitoring
Reporting
Wet Checks
Infrastructure
Pump Stations
Central Control
Residential
Commercial

OUR SERVICES
LANDSCAPE HORTICULTURE

Our training program equips technicians and foreman to apply fertilizer as well as identify and correct plant material problems. Our management team and technicians have specialized training and GI-BMP Certifications from the University of Florida Extension Office, enabling us to be more proactive.

OUR SERVICES
LANDSCAPE ARCHITECTURE

COMPLETE LANDSCAPE ARCHITECTURE & DESIGN SERVICES
Our design team can help boards with master plans for communities. Providing design hardscape features, 3D renderings of landscape plans, and complete landscape plans.

Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
ISA Certified Arborists
In-house Agronomist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer

OUR SERVICES
NURSERY & TREE FARM

We know it because we grow it!
With our over 200 acres of nursery & tree farms we can deliver custom, quality plant material to fit the individual needs of our clients. Additionally, our dedicated plant buyer travels throughout the state in search of the best plant material.

By keeping our finger on the pulse of the plant market, we can maximize value for each client.

OUR SERVICES
SEASONAL COLOR

We create custom schedules for our communities on the annual color program. Our annual flower beds are designed and installed to emphasize color, profusion, and display in high profile areas.

Contract grown flowers
Custom designed displays
Scheduled installation
Fresh look all year
Best in quality annuals
Enhanced landscape areas
Additional fertilization keeps flowers
looking great

OUR SERVICES
ARBORICULTURE

JUNIPER has multiple ISA certified Arborists that are available for everything you may need for your tree health care.
Preventive maintenance helps keep trees in good health while reducing any insect, disease, or site problems.
WHY HIRE AN ARBORIST?
Arborists specialize in the care of individual trees. They are knowledgeable about the needs of trees and are trained and equipped to provide proper care. Hiring an arborist is a decision that should not be taken lightly.
Proper tree care is an investment that can lead to substantial returns. Well cared- for trees are attractive and can add considerable value to your property.

OUR SERVICES
STORM RESPONSE

RESOURCES WHEN YOU NEED THEM MOST!
In preparation for and after a storm, Juniper has additional team members that are critical resources during storm events. They provide not only added manpower but bring with them the trucks and heavy equipment needed to handle storm clean up.

1,800+ team members statewide
17 locations throughout Florida
10,000+ gallons of onsite fuel
300+ trucks in our fleet
ISA Certified Arborists
Landscape Designers & Architects
Teams throughout Florida
Extensive supply of heavy equipment

OUR SERVICES
AWARD WINNING LANDSCAPES

EXCEEDING INDUSTRY STANDARDS!

	PINNACLE AWARDS		SAND DOLLAR AWARDS	
‒	Best Landscape Design Custom Home	‒	Best Community Feature of the Year	
‒	Award Best Landscape Design	‒	Best Landscape Design 30-50k	
‒	Merit Award Design Residential	‒	Best Landscape Design under 30k	
‒	Landscape Design Firm of the Year	‒	Best Landscape Design over 50k	

‒	AURORA AWARDS
Landscape Design/Pool Design	

‒	SUMMIT AWARDS
Best Contracting Landscape 5-8 million+	

‒	Best Custom home for “La Castille”
‒	Merit Award for Infrastructure & Landscape

QUALIFICATIONS
SAFETY & TRAINING

We hold the safety of our clients & our team members in the highest regard. We have implemented a company wide safety program that is administered through our safety coordinator & local branch managers.

Initial Hire Program
Safety rules
New hire safety orientation
Required & use of PPE
Safety Training Program
Equipment certifications
Weekly safety meetings
Daily jobsite reviews
Traffic control systems
Best practices training
Safety rewards/swag based on
safety performance
Online training tools

QUALIFICATIONS
CERTIFICATIONS & LICENSES

OUR QUALIFIED TEAM
At Juniper, many of our team members hold valuable certifications and licenses. Their years of experience, along with additional training, enables them to provide our customers with answers they can trust.

CERTIFICATIONS & LICENSES
Licensed Landscape Architects
Certified Landscape Designers
Certified Irrigation Designers
Certified Pest Control Operators
FNGLA Certified Horticultural Professional

FNGLA Certified Landscape Contractor
ISA Certified Arborist
State of Florida Irrigation License
Certified Hunter IMMS Installer
Certified Rain Bird IQ Installer
Best Management Practices (BMPs)

QUALIFICATIONS
CERTIFICATIONS & LICENSES

QUALIFICATIONS
INSURANCE

SAMPLE

QUALIFICATIONS
JUNIPER CARES

Making our communities better places to live and work is important, not only for our clients and employees, but for all our neighbors in the area. With that in mind, we support many local charitable organizations across the state and use environmentally sound practices.

ADDITIONAL INFO
JUNIPER CARES

The Industry COLLECTIVE is a movement of landscapers, lawn care companies,
and suppliers who are unified in their efforts to impact their local communities.

Imagine an entire industry coming together, to serve and to give, for the sole purpose of creating a positive impact locally and around the world. This is Industry Collective.

Industry Collective has designed practical, on-site community service events to minimize headache and maximize IMPACT. This makes it easier than ever to build team morale while serving the needs of communities everywhere.

ADDITIONAL INFO
PORTFOLIO: OCALA

ADDITIONAL INFO
PORTFOLIO: ST. CLOUD

ADDITIONAL INFO
DESIGN SAMPLES

ADDITIONAL INFO

junipercares.com

Landscape Maintenance Services Proposal
prepared for
INDIGO CDD

Jodi McKnight
Contract Administrator

September 3, 2024
Jodi McKnight
Contract Administrator 10881 SW 94th St Rd Building 107 Ocala, FL 34481
Re: Landscape Maintenance Services Proposal for Indigo CDD

Thank you for considering a partnership with Yellowstone Landscape as your landscape maintenance service provider. Our proposal has been created to address the specific needs and expectations you have expressed for Indigo CDD. We call this your Plan for Success because our integrated service plan has been designed to give you a landscape that you can be proud of.

Within your Plan for Success please make special note of the following sections:

Startup Plan: This section discusses our transition plan and the actions we will take in the first 30, 60, and 90 days of service to improve both your specific areas of concern and your landscape’s overall appearance.
Scope of Services Summary: This section outlines your scope of work outlined in your request for proposal. We've also included sample irrigation, fert/chem, and manager reports.
About Us/References: This section includes information about our company, project pages of some of our local projects and a list of references. Please feel free to reach out to any of our references.
Licenses/Certifications: This section includes copies of our licenses and certifications. We've also included copies of the irrigation and fert/chem reports.
Your Investments: Pricing for the services we'll provide to your property and a draft of our landscape maintenance agreement.

If you have any questions after reviewing our proposal, please contact me at any time. I welcome the opportunity to provide you any further details about our firm’s commitment to delivering a landscape that you will be proud of.

Sincerely, Michael Wilding
Yellowstone Landscape mwilding@yellowstonelandscape.com
:;,,
YELLOWSTONE
L A  N D  S  C A  P  E

Septernber 3, 2024

Jodi McKnight, Contract Administrntor
Parkway Maintenance and Management of Marion, LLC 10881 SW 94th St Rd Building 107
Ocala, FL 34481

Approach to Landscape Maintenance Services for Indigo COD Dear Jodi,
We thank you for the opportunity to provide a proposal for the landscape maintenance at Indigo
COD. We are excited about the possibility of maintaining such a pristine landscape. We understand the scope of work and we are very confident in our abilities to perform the work requested at the highest level.

Our resume of work shows what our teams are capable of in the landscape industry. We understand high demands and expectations by performing work on some of the most highly detailed properties in Central Florida. We work to exceed expectations and we accomplish this by coming up with a personalized plan for each property. We have numerous people within our organization that have experience working with properties like Indigo COD.

Our approach to all mowing functions (mowing, edging, line h·imming, and blowing) will vary depending upon species of turf and this will go in accordance with scope of services that was provided to us. Our crew members are certified with each individual mower and all equipment that will be utilized on the job. We do this to ensure the safety of our employees, to ensure safety on your property, and to maximize quality of mowing.

Our approach to pruning will be dependent upon the type of plant material. For shrub pruning, we will put in place horticultural practices that will be aesthetically correct and will follow practices that will help the plants grow fully and healthy. Not all shrubs need sheared, and some will need rejuvenation pruning. We will work with management and plan what shrubs are sheared and those that will be maintained with hand pruning. Grasses will be trimmed back one time annually to about 18". Throughout the year they would only be pruned to ensure that sidewalks and roadways are not encroached. Trees and palms will be done according to certified arborist standards. Trees will be lifted as needed to provide clearance only to the standards set forth in arborist standards. Palms and crepe myrtles will be done with the frequencies outlined in scope to remove dead fronds and seed pods and they will also be done to certified arborist standards.
Waqruealiety based and our number of employees may fluctuate due to workload and weather pattern changes. If more crew members are needed in certain weeks, we will make the adjustments. We will have an experienced chemical applicator assigned to complete the monthly fertilizer and chemical programs. This applicator will also be brought in as needed for any issues that may arise from fungus or insects. Detail will be broken into sectional areas to complete a detail cycle every month. There will also be people that will be trained in proper use of post emergent spraying. This will allow us to stay on top of weed growth. There will be a seasoned crew leader that can communicate with anyone who they may en.counter and is trained in proper horticultural techniques. There will be an Account Manager that oversees the crew and -is responsible for walking the site weekly and creating a task list for the crew. Arborists and Pest Managers will also be responsible for walking the site and making notes of any items to address and doing reports for the property on any chemical or fertilizer treatments. The Brandt Manager will meet bi-weekly with the Account Manager to ensure the project is performing to a high standard.

The irrigation system shall be inspected in full 1-hme per month by an experienced irrigation technician to ensure that all turf and plant material has proper water coverage. We will also do visual inspections with the site manager to identify any possible issues. This wilI help us stay on top of breaks and other minor repairs that should not wait to be repaired. We will constantly be identifying ways to improve the coverage of current irrigation system and reduce water use.

We at Yellowstone feel we can be an integral part 0£ the team at Indigo CDD and can live up to the expectations that come with such a pristine property. We are constantly looking for opportunities where a lasting relationship can occur and we know with our team's experience, We can build that relationship by pel'forming quality work and communicating with management on a regular basis. Thank you again for this chance to provide a proposal for Indigo CDD. Please don't hesitate to reach out if you would like to speak with anyone on our team.

Sincerely,

Kyle Nursey
Business Development Manager Knursey@yellowstonelandscape.com 407.739.7913
SERVICE MAP
The image below depicts the boundaries of the serviceable areas of your landscape as understood for the purposes of developing this proposal.

Landscape Maintenance Services Proposal	4
OUR STARTUP PLAN
This checklist is provided as an outline of the initial tasks that our Landscape Maintenance teams will perform as we begin serving your property. Together, we will check off the tasks as they are completed over the first 30, 60, and 90 days of service, as a way for you to measure our team’s performance.

FIRST 30 DAYS	

 Meet with Property Manager to review 30 – 60 – 90 Day Plan	
 Discuss with Property Manager our “Approach to Services” and “Service Map”	
 Complete an irrigation audit of the entire system	
 Present irrigation deficiencies with plan for corrections	
 Begin maintenance – mowing, trimming, cutbacks, blowing and edging	
 Spend significant amount of time cleaning up the areas that have been neglected (weeding beds and entrance features and detail work)	
 Discuss options for turf areas beyond reclamation	
 Continue weed control in planting beds	
 Begin bed separation trimming in all planting beds	
 Apply fertilizer to struggling shrubs and trees throughout the property	
 Begin insect and disease diagnosis on all plant material if applicable	
 Discuss removing severely declining plant material	
 Prepare proposals for replacing missing and dead shrub material throughout property	
 Walk Property with Property Manager to identify other areas of concern	

Landscape Maintenance Services Proposal	5

Landscape Maintenance Services Proposal	7

Landscape Maintenance Services Proposal	8
MOWING
Schedule of mowing is determined by the type of turf being serviced and adjusted to coincide with seasonal growth rates to maintain a consistent, healthy appearance.
Scheduled cuts missed due to inclement weather will be made up as soon as possible.
Mower blades will be kept sharp at all times to prevent tearing of grass leafs.
Turf growth regulators may be used to assist in maintaining a consistent and healthy appearance of the turf.
Various mowing patterns will be employed to ensure the even distribution of clippings and to prevent ruts in the turf caused by mowers. Grass clippings will be left on the lawn to restore nutrients, unless excess clippings create an unsightly appearance.
Turf will be cut to a desirable height with no more than 1/3 of the leaf blade removed during each mowing to enhance health and vigor.

EDGING & TRIMMING
Yellowstone Landscape will neatly edge and trim around all plant beds, curbs, streets, trees, buildings, etc. to maintain shape and configuration.
Edging equipment will be equipped with manufacturer's guards to deflect hazardous debris.All walks will be blown after edging to maintain a clean, well-groomed appearance.
All grass runners will be removed after edging to keep mulch areas free of weeds and encroaching grass.“Hard” edging, “soft” edging and string trimming will be performed in conjunction with turf mowing operations.
Areas mutually agreed to be inaccessible to mowing machinery will be maintained with string trimmers or chemical means, as environmental conditions permit.

Landscape Maintenance Services Proposal	9

DEBRIS REMOVAL
Prior to mowing, each area will be patrolled for trash and other debris to reduce the risk of object propulsion and scattering, excluding areas concentrated with trash (e.g., dumpster zones, dock areas, and construction sites).
Landscape debris generated on the property during landscape maintenance is the sole responsibility of Yellowstone Landscape, and will be removed no additional expense to the Client.

FERTILIZER

Turf grass will be fertilized as appropriate in accordance with type using a premium turf fertilizer containing minor elements.
Various ratios of Nitrogen, Phosphorus, and Potassium (NPK) will be utilized for different growing seasons and environmental conditions. All sidewalks, roads, curbs, and patios will be swept clean of granular fertilizer after applications to minimize staining.

INSECT, DISEASE, & WEED CONTROL
Treatment of turf areas for damaging insect infestation or disease and weed control will be the responsibility of Yellowstone Landscape.
All products will be applied as directed by the manufacturer’s instructions and in accordance with all state and federal regulations.
Yellowstone Landscape must possess and maintain an active certified Pest Control License issued through the local governing department responsible for issuing such licenses. Only trained applicators will apply agricultural chemicals.
Access to a water source on the Client’s property must be provided for use in spray applications.
Landscape Maintenance Services Proposal	10
SHRUBS
All pruning and thinning will be performed to retain the intended shape and function of plant material using proper horticultural techniques. Shrubs will be trimmed with a slight inward slope rising from the bottom of the plant to retain proper fullness of foliage at all levels.
Plant growth regulators may be used to provide consistent and healthy appearance for certain varieties of plant material and ground covers.
Clippings are to be removed by Yellowstone Landscape following pruning.

TREE MAINTENANCE
Trees will be cleared of sprouts from trunk. “Lifting” of limbs up to 10 feet above the ground is included.
Palm Trees will have only brown or broken fronds removed at time of pruning.
Yellowstone Landscape will maintain staking and guying of new trees. Re-staking of trees due to extreme weather is provided as a separate, billable service.

FERTILIZATION
Shrubs and ground cover will be fertilized with a recommended analysis containing a balanced minor nutrient package with a minimum 50% slow-release Nitrogen source product. Fertilization typically occurs in spring and fall, according to environmental conditions.
Ornamental and Shade Trees will be fertilized utilizing a balanced tree fertilizer at recommended rates according to size.
Palm Trees will be fertilized utilizing a balanced palm tree fertilizer at recommended rates according to size.

INSECT, DISEASE, & WEED CONTROL
Plants will be treated chemically as needed to effectively control insect infestation and disease as environmental and horticultural conditions permit. In extraordinary cases where disease or pests resist standard chemical treatments, Yellowstone Landscape will offer suggestions regarding the best course of action.
Open ground in plant beds will be treated by manual or chemical means to control weed pressure as environmental, horticultural, and weather conditions permit.
Yellowstone Landscape will maintain a log listing all applications and will have MSDS sheets available for each product used on the Client’s property.
The Client must provide access to a suitable water source on their property for use by Yellowstone Landscape in spray applications

Landscape Maintenance Services Proposal	11
EDGING & TRIMMING
Groundcovers will be confined to plant bed areas by manual or chemical means as environmental conditions permit.
“Weedeating” type edging will not be used around trees.

IRRIGATION SYSTEM SPECIFICATIONS
Irrigation inspections include inspection of sprinkler heads, timer mechanism, and each zone. In addition, the system will be inspected visually for hot spots and line breaks with each additional visit to the property.
Irrigation rotors and spray nozzles will be kept free of grass and other plant material to ensure proper performance.
Minor nozzle adjustments and cleaning and timer adjustments will be performed with no additional charge.
Yellowstone Landscape will promptly inform the client of any system malfunction or deficiencies.
Repairs for items such as head replacement, broken lines, pumps or timers will be performed upon the client’s approval and billed accordingly.
Any damage caused by Yellowstone Landscape personnel shall be repaired promptly at no cost to the Client.

ANNUAL FLOWERS

(ADDITIONAL SERVICE- SEPERATE FROM CONTRACT)

Annual flower beds will be serviced to remove flowers that are fading or dead (“deadheading”) to prolong blooming time and to improve the general appearance of the plant.
All soils are to be roto-tilled after removing and prior to installing new flowers.
“Flower Saver Plus®” (or comparable product) containing beneficial soil micro-organisms and rich organic soil nutrients, will be incorporated in the annual flower planting soil at the time of each flower change.
Supplemental top-dressing with a controlled-release fertilizer and/or soluble liquid fertilizer will be applied to enhance flowering and plant vigor.
Landscape Maintenance Services Proposal	12
Yellowstone Landscape will provide extra services, special services and/or landscape enhancements over and above the specifications of landscape maintenance agreement at an additional charge with written approval from an authorized management representative of the Client.
Property inspections will be conducted regularly by an authorized Yellowstone Landscape representative. Yellowstone Landscape will document and correct any landscape maintenance deficiencies identified within one week, or provide a status update for work requiring a longer period to accomplish.
Yellowstone Landscape will provide the Client with a contact list for use in case of emergencies and will have personnel on call after regular business hours to respond accordingly.

Landscape Maintenance Services Proposal	13

Landscape Maintenance Services Proposal	14

Request for Proposal

Landscape Maintenance
Parkway Maintenance & Management Marion, LLC Ocala, Florida

August 21, 2024
SPECIFICATIONS FOR LANDSCAPE MAINTENANCE GENERAL INFORMATION
Parkway Maintenance & Management Marion, LLC (PMMM) is soliciting proposals for )ndigo COD, located within On Top of the World Communities, Ocala, Florida 34481. The purpose of this request for proposal (RFP) is to solicit information from vendors to supply contractual common area landscape maintenance located within an active adult community. You are invited to submit a proposal to provide these services. Your proposal may be presented i.n the written format of your choice, unless otherwise noted herein.

To be given consideration, please be certain to address the following items in your proposal:

Certify in writing that your company accepts the details of the specifications included in "Exhibit A" of this proposal for common area landscape maintenance and will conform to the performance standards by which the contract award will be conducted, (PMMM reserves the right to include a performance standard clause in the contract to ascertain adherence to the terms of the Specifications.)

The proposer must have a minimum of five (5) years of proven experience in landscape maintenance in Florida, and include the following information in the proposal for at least three (3) previous or existing landscape maintenance contracts;

Name and contact information for the contract administrator
Name and address of the facility in which the contract covered
Dates in which the contract was in force

Submit a plan for landscape maintenance including any proposed benefit to PMMM, any proposed investments to landscapes by the proposer, and/or any expectations, financial or otherwise, from PMMM to the proposer. The plan should also address staffing, customer service, environmental sustainability and list of equipment to be utilized.

Identify any operational areas you intend to use subcontractors and the services and roles that each subcontractor would assume.

Contractor shall provide proof of valid licenses and permits necessary to operate the business and provide copies of licenses and permits to PMMM within the proposal.

PERFORMANCE STANDARDS

Contractor shall provide all labor, materials, services, tools and equipment necessary to fulfill the contract. Contractor shall supply only trained and experienced personnel to perform the work.

Contractor will supply a full-time, experienced Landscape Manager assigned strictly to said property that will be on-call 24 hours per day.

Contractor shall review all property to be serviced with bid coordinator assigned by PMMM prior to beginning the job.
Contractor shall provide proof of insurance covering liability, property damage, workers compensation, and auto insurance as outlined in specifications.

Contractor shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout/ tag-out procedures, SOS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200.

Contractor shall be responsible to see that .all material, debris, and waste is disposed of in accordance with all federal, state, county and environmental regulations with proof of disposal available to PMMM.

Contractor shall be responsible for following all guidelines stated within the University of Florida JFAS Green fndustry Best Management Practices handbook. Contractor shall have a minimum of one {1) staff member assigned to this property that is certified in the University of Florida JFAS Green Industry Best Management Practices.

Contractor shall be responsible to see that all fuel, fertilizer and pesticides are stored, handled and applied in accordance to all federal, state, county and environmental regulations and in accordance to PMMM specifications.

Contractor agrees not to assign or sub-contract any portion of the job without written approval from
PMMM.

Contractor and its employees will respect and safeguard property of all residents.

Contractor and employees will treat residents with professionalism, courtesy and respect at all times and will not seek for themselves any gifts, favors, payments or special consideration(s).

INSTRUCTIONS. CONDITIONS AND NOTICE TO OFFERS

The bidder shall quote its most favorable terms, as the contract may be awarded without discussion of the proposals received.

Bids should include an ENDORSEMENT OF PERFORMANCE AGREEMENT that work will conform to stated stahdards; OSHA requirements and agree to un.iforrn compliance with all these performance requirements provided by PMMM.

A contract(s) awarded as a result of this RFP will commence on October 1, 2024 and terminate on October 311 2027.

Further details regarding this RFP shall be directed to Andrew J. Jorgensen, CGCS, Parkway Maintenance & Management Marion, LLC at andy_jorgensen@otowfl.com or 352-237-9564. Visiting property for review of site conditions and scope of work will be scheduled by appointment only.

Proposals must be submitted to:
ATTN: Jodi McKnight
Parkway Maintenance & Management Marion; LLC Building 107
10881 SW 94th Street Road Ocala, FL 34481

Or via email to: jodi_mcknight@colenbuilt.net
Proposals are due by close of business on 9/6/2024. Proposal should include rate sheet breaking down bid by monthly, annual and total contract terms and must reflect any intended price increases during contract period.

PMMM reserves the right, within its sole, absolute and unfettered discretion to reject any and all bids or responses to the RFP. This includes but is not limited to, those received after the deadline set forth above, or those that are believed to not be in the best interest of PMMM whether the bidder is unqualified, of doubtful financial ability, or lowest bidder.

PMMM may award the contract to that business or entity without explanation or notice. Therefore, all respondents should quote their most favorable terms.

This RFP does not represent a commitment by PMMM to do business with any respondent. Nothing set forth in this RFP is binding on PMMM. All terms and conditions related to the Services contemplated by this RFP shall be set forth in the Contract to be executed by PMMM and the selected Respondent. PMMM may, in its sole, absolute and unfettered discretion, elect not to award a Contract pursuant to this RFP or to award to more than one vendor.
"Exhibit A1' to the Request for Proposal for Landscape Maintenance Technical Contract Specifications
Scope of Work

Landscape Maintenance

Mowing:
Lawns shall be mowed weekly during the active growing season and as needed during the
non-growing season as referenced in Exhibit A. Alterations of the mowing schedule due to site conditions such as dry or saturated turf will dictate the mowing operations, and must be approved by a PMMM authorized representative. Turf will be cut with rotary mowers in order to maintain a uniform height of cut. Height of cut shall be within the recommended range dictated in the UF/IFAS Green Industries Best Management Practices handbook as shown in the graphic below. Contractor shall leave clippings in the lawn as long as no visible clumps or excessive debris remain.

:t	0	7-1	

0.7 -1.5	
5-7		
1.6-2.S	-1		
.0-2 0	10		
3..5-4 0	5-7		
2.0--2 5	-"J		
.5-2.5	1		

Trimming:
All fixed objects shall be trimmed in order to maintain a neat appearance. Turf shall be string trimmed to match the height as determined by the mowers. Turf adjacent to all bodies of water shall be mowed or string trimmed to the water's edge during each mowing operation.

Edging:
All hardscape objects shall be edged on a routine basis as referenced in Exhibit A. All landscape beds shall be edged on a routine basis as referenced in Exhibit A. All debris generated from each of these processes shall be removed on the same day the process is completed.

Blowing:
As part of each maintenance cycle, all debris generated from our work, shall be removed
from sidewalks, roadways, paved areas, monuments, and markers on days of service. Additional blowing to maintain sidewalks, driveways and patios free of debris shall be performed as needed
on a bi-weekly schedule when mowing is reduced to one (1) event per month in the slow growing se.ason.

Weed Control:
Contractor shall keep beds free of broadleaf or grassy weeds using an approved selective or non­ se.lective herbicide labeled for the area being treated.

Groundcovers:
Groundcover shall be edged in order to keep it within the bounds of its intended area.

Pruning:
Shrubs shall be pruned only as necessary to create a natural appearance, to maintain the
desired shape, and to remove damage or diseased wood. Frequency of trimming shall be every six
(6) weeks up to nine {9) times per year. Larger hedge rows (i.e. Viburnum Odoratissimum) that are not part of a residential landscape and intended to act as a buffer hedge between adjacent common areas, shall be completely trimmed (sides included) once annually to a height no taller than twelve (12) feet. Additional plant varieties may also fall in this category where specific tree type shrubs are installed in parking lot islands.

Trees:
Height limitation for tree pruning included within the scope of this agreement is fifteen (15) feet. The lower branches on trees up to fifteen (15) feet shall only be raised to provide clearance for pedestrians, vehicles, buildings, shrubs, or to improve visibility. Tree pruning in excess of fifteen (15) feet in height will only be performed with prior written approval from PMMM. This pruning does not cover any type of interior pruning on the canopies such as thinning, deadwood, or crown reduction. Pruning shall be performed on an as. needed basis.

Tree stakes and ties are to be inspected monthly for correct installation and placement. When trees are stable enough and have developed caliper to stand alone, stakes and ties shall be removed by Contractor. Trees staked (without ties) for protection from damage may remain staked an additional period of time.

A 5' (five foot) radius circle around the base of trees shall be free of weeds and turf and shall be maintained by the use of a legally approved herbicide. Stakes or guy wires shall be treated in the same manner as the base of trees described above.

Trees located in hatural tree preserve area shall be left in a natural state unless dead wood is present. Contractor shall remove any fallen dead wood and report dead or dying trees to a PMMM representative immediately.

Perennial/Annual Color Beds
Perennial/Annual color beds shall be maintained to show a colorful appearance at all times. Beds are to be kept free of weeds and spent flowers.
Annual color beds shall be replaced a minimum of four (4) times annually to ensure vibrant color and growth with plant material suitable for the season. Soil amendments shall be added at the time of replacement. Soil amendments such as organic peat or an approved planting mixture shall be
tilled in at the time of installation. Perennial/Annual color beds shall be fertilized when soil amendments are added. Osmocote or a similar product may be used. Beds may need to have additional liquid applications offertilizer added to them if plant material warrants.

Mulch
Mulch is excluded from this contract. Contractor shall maintain all mulch installed to ensure no loss, other than natural degradation, occurs.

Debris and Storm Cleanup:
Excess debris in the landscape area shall be removed on the days of service. All debris, generated from our work, shall be removed from sidewalks, roadways and paved areas on
the days of service. This excludes heavy leaf fall pickup. Contractor is not responsible or removal of excessive storm debris or fallen tree litter greater than 411in diameter.

Horticulture Management

Fertilizer and Pesticide Application Records
All fertilizer and pesticide applications records shall be reported to PMMM at the time of monthly invoicing. Records shall show product and rate applied, date of application, applicator name and location of application.

Pesticide Application Notice
Proper signage, as required by Florida Statute SE-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Fertilization:
Turf and ornamentals shall be fertilized with approved commercial grade fertilizer. The number of applications will be based on plant types and requirements as dictated in Exhibit A.

All granular fertilizer shall be comprised of a minimum of 70% slow-release fertilizer consisting of polymer coating, sulfur coating, or polymer-sulfur coated Nitrogen. As dictated in Exhibit A, three (3) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, four {4) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the- blend, and six (6) month blends are those that supply a minimum of .5 pounds of Nitrogen, .25 pounds of Phosphorus and .5 pounds of Potassium per one thousand square feet for the duration of the blend. All applications shall include .5 pounds of Potassium per one thousand square feet regardless of plant type. All blends for turfgrass shall not contain Phosphorus unless dictated by an accredited soil lab test.

All liquid fertilizer applications shall contain a full micro nutrient package containing Fe, Mg, Mn and S. Additional Nitrogen, Phosphorus and Potassium may be included in liquid fertilizer applications. No liquid fertilizer application shall supply no more than .10 pounds of Nitrogen per one thousand square feet.
All fertilizer applications shall be made to not damage or stain adjacent hard surfaces, including homeowner installed items. Contractor shall be held responsible for any damages thereof resulting from any application causing damage to said surfaces.

Turf Weed Control:
Broadleaf and sedge type weeds shall be covered under these specifications. Turf areas shall be treated as warranted with approved pre and post emergent weed control products following all State and Federal regulations and approved for the application site.
Contractor shall respond to work orders for weed control in turf and landscape beds within a two
(2) week window throughout the year.

Insect Control:
Contractor shall provide control for insects damaging turf and ornamentals by using
approved products following all State and Federal regulations and approved for the application site as needed throughout the year. Insect control includes spot treating for fire ant mounds and infestations. Contractor shall respond to work orders for insect control in turf and landscape beds within a two (2) week window throughout the year.

Disease Control:
These specifications do not include preventative measures for fungus and disease. The contractor shall provide treatments to stop or slow the progression of diseases when necessary throughout the year, regardless of plant type

Irrigation Management

Scheduling:
Where applicable, Contractor shall schedule the irrigation in quantities and frequencies consistent with seasonal requirements. Contractor shall schedule the system to operate at night so as to not interfere with daytime use of property and to promote water conservation. Daytime watering to relieve plant stress or to incorporate fertil.izer or pesticide applications, where required by the label, federal or state law, is acceptable. Contractor shall schedule the operation to adhere to local watering restrictions when applicable.

Irrigation Inspection:
Contractor shall perform the following services as part of the monthly irrigation inspection:
Activate each irrigation zone of the system.
Visually check for any damages or necessary repairs.
Straighten or adjust irrigation heads and nozzles as necessary.
Adjust the irrigation controller for specific watering requirements according to the season and site conditions.
Provide a written report of the findings.

Damage to the irrigation system:
Contractor shall repair, at no cost, any damage caused by maintenance operations. Contractor shall be held responsible to make any necessary repairs to the control, piping and distribution systems, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God,
I	I •	I •   I "  I "  I	• I "	I 	•.  I "I  •	•	• 	•  • I  ,	I	• I •	I '	• t  t  . II  • • •
Drainage Maintenance

Ponds, Intake and Outflow Structures Maintenance
Mowing and edging shall be performed as to keep structures clear of grass, weeds and debris. Inspections shall be done weekly, or more frequent during periods of expected heavy rainfall, to assure grates, pipes and splash pads are clear of debris. Where applicable, aquatic weed and algae management will be performed by third-party contractors paid for by PMMM.

Retention Pond Maintenance
Contractor shall be responsible for maintaining all retention pond slopes and bottoms in accordance with the Southwest Florida Water Management District guidelines presented in the District's publication "How to Operate & Maintain Your Stormwater Management System". This includes ensuring that all washouts and any depression smaller than three foot by three foot by three foot (3' x 3' x 3') are repaired in an expedited manner. Depressions larger than 3' x 3' x 3' shall be reported to a PMMM representative within 24 hours of discovery.

Damages

Contractor shall be held liable for any damage, at the Contractor's sole expense, while performing maintenance duties under their scope of work. Damages include loss of turf, trees or shrubs from improper irrigation management, improper pruning, improper pest control, and improper equipment operation. Contractor shall be held responsible to make any necessary repairs, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.

Community Mindedness

Policing shall be performed on a daily basis for the removal of all trash litter (i.e.: paper, cans, bottles, etc.) to all areas of the property including areas outside of the Contractors scope of work. Additionally, litter control will also be performed throughout the entire community while travelling between property locations.

Contractor shall also report to PMMM any issues observed outside of the Contractors scope of work while performing duties throughout the community. These may include dead trees, improper use of facilities, safety hazards, fallen street signs, equipment or facility issues.

Items not included in this agreement

Acts of God Damage
Damage to the property as a result of Acts of God may include, but are not necessarily limited to: removing blown-over trees, broken limbs, and stumps; removing silt or debris deposited by floods; damage from freezing, hurricanes, or other unusual occurrences will be handled on an individual basis as a pre-approved extra cost. Contractor shall make emergency repairs to prevent further damage, when necessary, without the additional work being pre-approved by PMMM representative.
Specialized equipment, Arborist, and additional labor requested by PMMM will require a pre approved extra cost.

Tree, Shrub, and Flower Replacement
The loss of trees, shrubs, or flowers not caused by the Contractor may be replaced as an extra charge. It shall be the responsibility of the Contractor to bring such needs to the attention of PMMM.

Arborist Work
Major tree pruning or other Arborist related work shall be an extra cost item requiring prior approval by PMMM. It shall be the responsibility of Contractor to provide estimates for needed work to the attention of PMMM.

Capital Improvements
Work performed over and above the normal maintenance provided in the Agreement, such as excessive earth moving, reconstruction of the property, construction or reconstruction, installation of concrete or asphalt cart paths, driveways and sidewalks, brush clearing, and installation of French drains, including materials for the aforementioned work, shall be an extra cost item requiring prior approval by PMMM. PMMM reserves the right to assign any additional work above and beyond the scope of work within this contract to additional contractor(s).

Fuel Storage
Contractor shall be responsible for providing adequate gasoline and diesel fuel storage facilities if located on the premises and used during the execution of this contract. Gasoline and diesel fuel storage facilities shall conform with all Florida Department of Environmental Protection regulations for such facilities and insured as such.

Specific Areas of Maintenance

Contractor shall be responsible for all areas as outlined in yellow on Exhibit C including all fences, roadways and roadway curbs within work boundaries. Specific boundaries shall be discussed during the initial review of properties to be serviced by Contractor.

Contractual Requirements

Contract Period
The contract period shall be for three (3) years from date contractor starts work on property as outlined in contract. Subsequent yearly extensions shall be proposed by Contractor and shall be approved by PMMM.

Either party may terminate this agreement with or without cause at any time by providing the other party with thirty (30) days prior written notice of termination.

Invoice
On a monthly basis, the PMMM accounting department shall be provided an invoice showing monthly fee and any additional prior approved extras costs with back-up documentation of description of work, materials and charges applied. All pesticide and fertilizer application records
must be submitted simultaneously with invoicing for work performed each monthly contract period in order to qualify for payment.

Such invoice must be submitted within sixty {60) calendar days of completion of the work. In the event that the final invoice is not submitted within the sixty {60) calendar days of completion of the work, PMMM shall have the right to demand, in writing, that the Contractor submit the invoice within five (5) business days from the date such written demand is made. If the Contractor does not comply with such five (5) business day demand, then Contractor shall be in breach of this agreement. Any submitted invoice after this initial sixty-five (65) day submission period shall be null and void and Contractor shall not be entitled to said payment.

PMMM accounting department contact information will be provided in final contract.

Contractor Representative
Contractor shall provide an authorized representative to be "on-call" 24 hours per day. A list of authorized representatives along with contact information shall be provided in writing to PMMM prior to the start of this agreement. In the event of an extended absence (more than 7 days) of the Contractor Representative, contractor will provide sufficient experienced personnel to maintain the integrity of the contract at the cost of the Contractor. Contractor Representative shall meet bi­ weekly with PMMM representatives to discuss current issues, work schedules, outstanding work orders and upcoming work.

Contractor Employees and Sub-contractors
All individuals doing business with and for PMMM or On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities will work.with integrity. The Contractor's employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with your company. PMMM expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.

The revelation of disclosure of confidential information, data on decisions, plans or any other information that might be contrary to the interest of PMMM., On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities, without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.

Any violation of PMMM, On Top of the World Communities·, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities expectations will subject the vendor(s), contractor(s) and/or other business enterprises(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact Andrew J. Jorgensen, Director of Community Operations, Parkway Maintenance & Management Marion, LLC.

All Contractor employees and representatives shall be dressed appropriately and professionally and be provided uniforms stating Contractor company name clearly on the front or back of said uniform.
Inspections
A PMMM representative may make periodic; unannounced inspections at any time. The intent of the inspections is to verify contract obligations are being met. Failure to meet contract obligations will be documented in writing and sent to Contractor representative with a thirty (30) day period for improvement. Failure to meet contract obligations will result in contract loss.

Owner's Right to do Work
If the Contractor fails to expediently meet the specifications within the contract, PMMM may, forty­ eight (48) hours after submitting written notice to the Contractor, without prejudice to any other remedy he may have, correct any deficiencies or phases of work in which the Contractor neglected. PMMM shall deduct the cost of any such work done from the payment to the Contractor.

In addition, PMMM reserves the right to complete any work not included in the maintenance contract without additional fees due to Contractor.

Pesticide .Application Notice
Proper signage, as required by Florida Statute SE-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Completion of Work Orders
PMMM utilizes a work order system to identify areas of additional work needed. All work orders are issued to the Contractor 24-hours after receipt and shall be completed and closed out within ten (10) business days. PMMM understands that unforeseen circumstances may limit Contractor from fully completing all work orders within said ten {10) business day period and requests frequent and open communication from Contractor as to status for completion. Failure to complete work dictated by said work order within a forty-five (45) day period shall allow PMMM to complete work, with any expenses related to such, deducted from any future payment to Contractor.

Bidder Contact Information
The bidder should indicate the appropriate contact information (street address, phone, fax, e-mail address, and contact name) for contractor representative responsible for said bid.

Insurance Requirements

A brief outline of coverage that should be in force follows. Contractor awarded contract must provide a current Certificate of Insurance that reflects the following:

Workers' Compensation and Employee Liability - This policy must provide statutory Workers' Compensation coverage in this state. Coverage extension shall include:

$1,000,000 for each accident - Employers' Liability Coverage
$1,000,000 for each employee and aggregate - Disease

Comprehensive General Liability Insurance - Minimum Limits of:

$2,000,000 Each Occurrence
$2,000,000 General Aggregate
$1,000,000 Personal Injury

General Liability, Automobile Liability and Umbrella Liability insurance policies shall name On Top of the World Communities, LLC. and its affiliated entities (OTOW) as Additional Insureds. The general liability, workers compensation, and employer's liability policies shall contain a waiver of subrogation in favor of OTOW. All policies shall contain a 30-day notice of cancellation for any reason, except 10 days for non-payment of premium.

The Certificate of Insurance shall contain the following language in the Comme.nts Section:

"On Top of the World Communities, LLC, and its affiliated entities (OTOW), their officers, directors, and employees are named as Additional Insureds on the general liability and auto liability policies for liability arising from the provision of products or services to OTOW by the Name Insured. The general liability pol.icy contains Additional Insured Endorsement GC 20101185 or its equivalent. The general liability, workers compensation/employer's liability policies contain a waiver of subrogation in favor of OTOW, OTOW shall be notified 30 days prior to cancell.ation or non-renewal of any policy listed, except 10 days for non-payment of premium."

Comprehensive Automobile Liabi.lity - Minimum Limit of $1,000,000 Combined Single Limit for Bodily Injury and Property Damage. The policy shall include covered auto Symbol "111-Any Auto.

Safety Requirements

The Contractor agrees that it shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, MSDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200. In conjunction, the Contractor is subject to fines issued by the On Top of the World Safety Director or representative for non-compliance with any of the fore mentioned requirements. At Contractor's sole cost and expense, shall provide safe and sufficient facilities at all times for inspection of the work by Safety Officer or representative. Contractor shall take all safety measures required by PMMM and the State of Florida safety rules and shall comply with the Federal Occupational Safety and Health Act and any rule made pursuant to it, and all other applicable federal, state and local laws, rules and regulations. Contractor shall ensure that all employees wear fluorescent shirts or vests at all times and use traffic notification devices including signage, traffic cones, and vehicular strobe lighting while working along all major roadways within or outside of the communrty, when applicable within this contract.
L Additional Services Offered

The bidder is requested to provide information regarding any additional services/support that would be offered to PMMM as a separate document to this request for proposal.
M. Pricing

Bidder will supply pricing in the form of monthly cost, annual cost and total contract cost and any price increases intended during the life of the contract.
Bidder will also state in proposal the amount of fuel surcharge and threshold level per gallon for surcharge to be enacted for both gasoline and diesel fuel.

Exhibit A

	Januarv	Feo1my	Marcih	ril	May	June	JUIY	AUIUst	5eptemtie,r	O<'!ol>er	NoYemtie,r	Dec.ember	Annual		
I Zovsia/SL Augu<tlM	!Mowing	1	I	2	l	il	4	5	A	5	>	2	2	36	
	IHardscape Edging	l	I	l	J	4	4	5	4	5	.>	2	2	36	
	ILandscape Bed EdEinE	0	I	l	l	2	2	2	2	2	2	l	l	18	

Mowing	1	2	3	ll	4	5	4	5	2			34			
llahia	Hardscape Edging	1	2	el	4	4	s.	4	5	>	l	2	36			
	 L•ndscape B  EdEinE	0	l	2	2	2	2	1	2	2	1	l	1S			
	i>runin	0		0	l	1	l	1			l	0		9	
LalldscapeBeds	Bed Weed Centro•	l.		l.	z	2	2	2			l.	l		20	
		l	0	0	0	0	0	0	0	0	0	0	0		

Tr!!! care
Drnamenra• !'running (as needed)	0
!'>hadeTree Elevation, (as needed)	0

Shrubs and Trees
1-lort.Service		P.rodun:		!=req.	J.muaary	hb..ia.ry	
Granular Fert.	6 month blend w/minors	1					
Liquid Fert.	Focal pli!!HlCSwith ins-ectJFun icid	,;					
PestC.ontr
Pe.rconm>	I
I	P'reve_ntatlve Tre	.atmen,:	
!I!: ne!-de			
		1PM Tr••t.,ents					
Disease Comrol	Fungi.cide w/minors	as needed					

Hort Service	Product	freq.	Jiifltrary Febua:ry Ma,ch	April	May	Ju:ne	July	Augu:it  .September  Octobe:r  Novembu  December									
GranularTur1fert.	,	month blend with pr!>"emergem	21	I	I	I
I	I	I 	I
I	I	I	I					
CjranutarlurfFert.	4 month b]en d	11		I	I					
Liauid Turi Fert.	Mi nor nutrients with rnsett cont:rc
Herbi-cide	as nee--ded
0		I	I					
Winte	.r Weeds								
Survimer Weeds	He.rbidde	51		I	I	I	I	I	I	•	I					
Disease Co>n-tr I	Fun;i(ide	a needed		I	I	I	I	I	I	I	I					

tiort .Service	Proaua	Freq.	January Febuary March	April	May	Ju:ne	July	August  se,pt,mber  October  NO\ftmbr.r DetelT\ber								
Granular Turf Fert.{lawn	3 month blend	11				I	I	I	I	I	I		
lnsea control
Wimer Weeds	lnsea con-tro•
Herbicide	s ne ded
4[				I	I	I	I	I	I		
Summer Weeds	Herbidde	as; needed				I	I	I	I	I	I		
Exhibit C

Exhibit D

OllTopof
the World.

BUSINESS ETHICS EXPECTATIONS

The purpose of this document is to affirm On Top of the World Communities, LLC and its Related Entities (herein after referred to as the "Company") standard of ethical conduct in regards to outside vendors, contractors, other business enterprises.
All individuals doing business with and for the Company will work with integrity. The Company's employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment, or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with the Company.	The Company expects that you and your organization or business or subcontractors of your organization will comply with the intent of th.is document. A strict understanding is anticipated.
The revelation or disclosure of confidential information, data on decisions, plans, or any other information that might be contrary to the interest of the Company without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.
Any violation of the Company's Expectations will subject the vendor(s), contractor(s), and/or other business enterprise(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact the General Manager's office.

BUSINESS ETHICS EXPECTATIONS ACKNOWLEDGEMENT AND AGREEMENT
I acknowledge that I have received a copy of On Top of the World Communities, LLC and its Related Entities Business Ethics Expectations (the "Company"). I have read it thoroughly. I understand that as a vendor, subcontractor, or business enterprise that seeks to conduct business with the Company, I and my business associates must maintain the highest ethical standards in our relationship with the Company and its employees.
In particular, I understand the Expectations as pertains to gifts, favors, entertainment, payments, and potential conflicts of interest developing from a relationship with employees or others.
I agree to abide by the terms and conditions set forth in the On Top of the World Communities, LLC and its Related Entities Business Ethics Expectation document.
ABOUT YELLOWSTONE LANDSCAPE
Your property’s appearance means a lot. It has the power to delight visitors, tenants, residents, customers, and more. Your choice of landscape service partner can mean reduced liability, better profits, and lasting impressions. There’s a lot on the line. This is serious business. You have people to answer to and it’s our job to make you and your property look its absolute best. We’re in this together.

To look your best, it takes a strong team of commercial landscaping experts. Since 2008, our company has grown because of our team’s commitment to excellence. Thousands of companies and organizations across the country have trusted us. We don’t take that lightly. They deserve the best and so do you. We wouldn’t offer anything less.
Your choice in the best commercial landscaping company could be the difference between a property that reflects excellence or one that falls short of your expectations and needs. When you’re investing in professional services, you deserve to get the best. By making the wise choice, that’s exactly what you can count on.

Landscape Maintenance Services Proposal	31
.,f;,,

Capabilities Statement

CORPORATE OVERVIEW
Yellowstone Landscape began in 2008 with the unification of established, independently successful regional landscape companies. Since then, we've been linked by a common goal to better serve our clients, sharing decades of experience in landscape maintenance, landscape design and installation, tree care, irrigation, and snow & ice management services.
As the landscape industry's largest privately held company, we are proud to serve more than three thousand client properties from over 50 local branch facilities, across the South, Southwest, and Midwest.
We offer a uniquely comprehensive suite of services and expertise, allowing us to partner with our clients at any stage in their landscape's life cycle. From a .landscape design idea on a computer screen, to a mature and thriving landscape in the ground, YeLI.owstone Landscape is the only commercial landscaping partner you'll ever need.

COMPANY DATA
Business Entity Name: Yellowstone Landscape - Southeast LLC Headquarters Address: 3235 N State St, Bunnell, FL 32110 FEI/EIN Number: 20-2993503
Incorporation Date: 01.28.2008 (Delaware)
SERVICES OFFERED
andscape aintenance

andscape Enhancements

andscape stallation

ommercial free Care

Irrigation & Water Management

now & Ice anagement

Our Place in Our Industry
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YELLOWSTONE
LANDSCAPE

Each year the lawn and landscape industry's leading trade publications rank the largest firms in lawn care, tree care, and landscaping services. Among the largest "green industry" companies in	orlh America, Yellowstone Landscape is pleased to have been in the top 5 for the past everal years.
We attribute our tremendous growth and staying power at the top of our industry to two very important groups of people. First, to the thousands of customers, and the properties and projects they allow us to create and maintain for them.
Second, to the more than five thousand Yellowstone Landscape Professionals who
wear our uniform and take care of the valuable relationships we've built with our clients.
Without the trust of our customers or the dedication of our employees Yellowstone Landscape would not exist as it is today.
As we look forward to continued opportunities to serve new clients and to bring more talented individuals into our company, we vow to never lose sitght of the people who made us one of our industry's most successful and respected firms.

2024 Yellowstone Landscape • www.yellowstonelandscape.com
Trusted by Clients Across the Country
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YELLOWSTONE
LANDSCAPE

Yellowstone Landscape serves our clients from local branch locations aero s the United States from over 50 offices in 14 states.
Our talented Landscape Professionals are experts in their local areas, delivering excellence in commercial landscape maintenance, installations and enhancements, tree care, and snow & ice services.
These local operating teams are supported by the collective strength of a national leader in commercial landscaping services.
And we empower our local leadershjp to make decisions in the best interest of our clients
and their properties. 10 excuses, no calling headquarters for approval, no corporate red tape. Just do what's right.
Working safely. Providing great service to our clients. Taking pride in our work. Building lasting partnerships with our clients.
That's how we've become the trusted commercial landscaping partner of choice to our valued clients across the country.

© 2023 Yellowstone Landscape • www.yellowstonelandscape.com

Industry Recognition
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YELLOWSTONE
LANDSCAPE

Ouclrients' properties have earned dozens of	ational Landscape Awards of Excellence, the highest honor given in the professional landscape indusLry. They've been recognized as some of the most outstanding commercial landscaping projects in the country. Below is a partial listing of our award-winning projects:

Reston Town Center; Re ton, VA; 2023 Seminole Hard Rock Resort; Tampa, FL; 2023 District at Chamblee; Atlanta, GA; 2021 Rockstar BMX Park; Houston, Texa ; 2020 Emory Johns Creek Hospital; Atlanta, GA; 2019
Del Webb Lake Oconee; Green boro, Georgia; 2018 Mesa Del Sol; Albuquerqne, New Mexico; 2018 Hermann Park; Hou ton, Texas; 2017
Walton Riverwood; Atlanta, Georgia; 2017
Swan and Dolphin Re ort; Orlando, Florida; 2016
Cane Island Amenity Village; Hou ton, Texa ; 2016 Tradition; Port St Lucie, Florida; 2015
Rob Fleming Park; The Woodlands, fexas; 2014 AAA Headquarters; Orlando, Florida; 2013 Technology Park Atlanta; Atlanta, Georgia; 2013
Boeing 787 Facility; Charleston, South Carolina; 2012
Grand Haven; Palm Coast, Florida; 2011
Fleming Island Plantation; rack! on iUe, Florida; 2010 Hammock Beach Resort; Palm Coast, Florida; 2008 Reunion Resort & Club; Orlando, Florida; 2007

© 2023 Yellowstone Landscape • www.yellowstonelandscape.com

Committed to Safety
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YELLOWSTONE
L A N D S C A P E

Yellowstone Landscape has made safety our number one priority. We know that we are equally responsible for the safety of our
employees, and our clients' residents, employees, guests and their property.
Our commitment to safety includes providing a safe, healthy work environment, kept free from hazards. Whether starting or ending the day
at one of our branch locations, traveling over the area's roadways, or at a client's work site, all Yellowstone Landscape employees are trained
to behave professionally and remain alert to all potential safety hazards they may encounter.
Our Commitment to Safety includes: ew Employee Training on Safe
Operating Procedures
Strict Compliance to All OSHA Regulations
Weekly Tailgate Talks Conducted with All Field Service Teams
Annual Safety Rodeos with Industry Safety Experts
Dedicated Safety Officers in Each Branch Location
Mandatory Use of Appropriate Personal Protective Equipment (PPE) at All Times

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Yellowstone Landscape takes great pride in the maintenance our fleet vehicles and the specialized service equipment and tools we use. Our branch locations employ dedicated mechanics, experienced in working with the equipment we use. Their sole responsibility to keep our fleet and equipment in good working order, many limes working overnight to keep equipment in service during the day.
We know how important it is that our service teams have the tools they need to get their jobs done. That's why we strive to keep all our vehicles and equipment in good repair, appearance, and in sanitary clean condition al all times.
All vehicles are appropriately registered and insured, dearly marked with our company identification, regularly inspected for safety and cleanliness, and only operated by licensed, approved drivers.
Our Company Owned Fleet Vehicle and Equipment Listing Includes:
Over 1000 Trucks, Vans and Utility Vehicles
Wide Area Mowing Tractors
Tree Care Trucks with Trailer Chippers
Assorted Heavy Duty Caterpillar Equipment
Motorized Work Carts
Open Bed and Enclosed Trailers
Motorized Edgers and Trimmers

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com
Environmental Stewardship
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YELLOWSTONE
L A  N D  S  C  A  P E

As a leader in the landscaping industry we have an added responsibility to be good stewards of our natural resource . We also understand that many clients have become keenly aware of the need to reduce their environmental impac l.
Our initiatives toward responsible environmenlal tewardship include:
Integrated Pest Management: 1PM Programs u e a combination management tools to create an environment where it is less Ii kely that the pest will return.
Innovation Ir igation: 1l1is include smart controllers, rain sensors, micro irrigation
and drip irrigation to eliminate water waste, integrating recycled water intakes where natural sources are available.
Reducing Carbon £mis ions: £FI equipment used by our service personnel reduces our fuel consumption by 25% compared with traditional out<l or power equipment.
Organic Options: We offer organic alternatives to all tradilional management solutions.
Drought-Tolerant Plants & Trees: installing the right plant material for your property's environment reduces the water consumption necessary for your plant. and trees to thrive.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

Our Technology at Work for You
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YELLOWSTONE
LANDSCAPE

Technology in the landscape industry is rapidly evolving. Yellowstone Landscape is taking advantage of this innovation to improve our communication, tracking, and billing systems, allowing us to offer more efficient service visits and faster response times for our clients.
Over a decade ago, we began issuing smart phones to all our field service supervisors and technical specialists, but as new products have come to market, Yellowstone has continued to improve our technological capabilities.
All Yellowstone Landscape fleet vehicles are equipped with GPS tracking devices, enabling us to see where our vehicles are at any given time,
and how long our service crews spend at each property. GPS tracking also enables our Safety teams to make sure our drivers are obeying speed limits and traffic laws.
In addition to field level improvements, Yellowstone continues to lead the industry with real time reporting on costs and labor utilization, enabling us to produce monthly service billings at greater than 99% accuracy. We even integrate with most major accounting systems, to help you automate your procurement system's payment processes.
We will remain technological leaders in our industry and as technology improves, so will we.

© 2021 Yellowstone Landscape • www.yellowstonelandscape.com

Irrigation Installation
& Management
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YELLOWSTONE
LANDSCAPE

There is nothing more essential to the succe s of your landscape than regular access to the right amount of water.
Commercial irrigation systems are sophisticated technology that require special certification to install and operate.
Our Irrigation 1n tallation and Management Professionals are experts in all major commercial irrigation systems. From older
sy tem in need of frequent repair and update , to the most modern and innovative water-wise systems available, our Irrigation Teams are dedicated to protecting your valuable water resources. Once in talkd, we always adhere
to local ordinances governing water use and have implemented the principles of the leading industry groups. These guidelines govern how we design, install, and maintain your irrigation system.
Profe sional irrigation management is an essential service to eliminate waste in your water consumption and reduce your water usage.
Yellowstone Landscape provides you with the mo t experienced team of Irrigation Professionals in the industry.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

Seasonal Color Installations
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YELLOWSTONE
LANDSCAPE

If you want o make a big impact and create
dramatic curb appeal for your community or
c mmercial property, there i no better way than
a professionally de igned seasonal color display.
Our land cape de igner and color bed installation experts will "bring the wow" to your entrances and feature areas with stunnin<7 seasonal color displays using only the highest quality, locally sourced plant materials.
Your color bed installations begin with a custom design proposal tailored to your preferences, incorporating seasonally appropriate flowers.
We begin with bed preparation, the most critical part of the in tallation process, removing the
previous rotation' plant and groundcover materials, bcdline trenching, tilling of the soil and adding high quality fertilizers a needed.
We recommend in tallation with tighter spacing to create more vibrant color and instant impact. As condition warrant, we can provide hand-watering and additional fertiliza Lion of sea&onal flowers Lo promote healthy growth and prolong bloom times.
Regular maintenance of your easonal color in tallation during service visits include removal of withering plants and monitoring of the soil quality and checking that the plants' watering requirement are being met.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com

Landscape Design
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YELLOWSTONE
L A N D S C A P E

You need your land cape to look its best, but you're not quite sure where to get started.

Whether you need a landscape design plan for a nev: development or just want to enhance a
few feature areas in your existing landscape, our Landscape Designers are ready to help you sec your landscape's full potential.

Our Designers are specially trained, creative professionals. They're knowledgeable about all the latest concept in landscape de ign and
they're also familiar with your area's local plant materials. This en ures that whal they select to plant will thrive once it's in the ground.
The last thing you want is to invest in a landscape installation project, only to see the plants fail within the first year.

Working with a Landscape Designer starts with a meeting lo find out what your goals are for your project. They'll create photo renderings so you can actually see what your ne,v landscape will look like, before if	planted. You'll be a part of the process from beginning to end.

And best of al I, we offer Landscape Design a a complimentary service to current Landscape Maintenance client when we install your landscape enhancement.

© 2018 Yellowstone Landscape • www.yellowstonelandscape.com
Principal Officers
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		YELLOWSTONE
L A N D S C A P E

Our Leadership Team is committed to making Yellowstone Landscape the premier commercial landscape service company in the United States. We bring that excellence to bear on behalf of our clients through industry-leading investments in safety, training, and information systems.

Harry Lamberton was named President and CEO of Yellowstone Landscape in May of 2023, after joining Yellowstone in January of 2022 as President. As CEO, Harry leads
and drives Yellowstone's strategy continued growth, quality service, focus on safety, and maintaining a great place to work for all employees, applying expertise gained from over 20 years ofleading environmental and sustainability businesses at Waste Management. Harry continues to be active in broadly supporting sustainability and the environment by serving on the Conference Board's Global ustainability Centre's Advisory Board, the Board of Directors of the Sustainability Institute at the University of	ew Hampshire and the Board of Directors of Friend of the Chicago River. Harry holds a BA from the Univer ity of	ew Hampshire and an MBA from the	oizueta School of Busine	at Emory University.

Timothy (Timo) herman serves a Chief Financial Officer of Yellowstone Land cape with oversight over all Finance, Accounting, IT, and Procurement functions. He has led the financial analysis team since 2018, focusing on excellence in planning, forecasting, budgeting, analysis, acquisition planning, due diligence, closing and initial integration management, and any other areas requiring financial evaluation and insight. He first worked in landscaping as a construction project manager, then account manager and branch manager for Cornerstone Landscape, which was acquired by Yellowstone in 2012. Timo holds a BS from the Fisher School of Accounting at the University of Florida and an MBA from Jacksonville University and has experience in Staff and Cost Accounting.

Tim Portland has erved as the Executive Chairman of Yellowstone Landscape since May of 2023. As Executive Chairman he is highly active and engaged within the company, supporting the company's executive leadership. Prior to his current role he led the company as CEO for more than a decade. In addition to chairing Yel1owstone's Board of Directors, Tim serves on the Board of Directors of the	ational Association of Landscape Professionals and chairs the association's H-2B steering committee. He also serves on the Board of the easonal Employment Alliance, an advocacy organization focu ed on congres ional reform of the guest worker visa programs that sustain seasonal busine ses acros the United States.

Blaine Peterson serve as Yellowstone Landscape's Vice President of Business Development, where he i responsible for the company's indu try-leading sales team, a critical component of Yellowstone's superior growth and track record with customers. Blaine has been a part of the company since 2005, in ascending roles and responsibilities including Branch Manager and Business Development Manager, while founding the company's Jacksonville, Florida location. Blaine has a background in commercial real estate and holds a degree from Florida State College.

.ii  -	•	--	-	• •  •  -	•	--	- 

7
As the General Manager of our North and Central Florida markets, Cheyne is responsible for overseeing each of the local branches. Cheyne assists with the growth of our branches. He coordinates operations, which includes personnel, equipment, safety regulations, and other resources. He works with each local branch to maintain the highest quality projects and ensures the team provides world class service to our customers.

Education
Texas A&"AJ University, College Station, Texas Bachelor of Science in Agronomy

Relevant
E ·perience
General	Ianager, Ye1lowstone Landscape -North andCentral Florida 2024-present
Responsible for all landscape operations within Yellowstone Landscape's
North and Central Florida markets, including our Orlando, Kissimmee, Apopka, and Leesburg branches. Oversees all branches operations and employees, builds operational strategies that improve company-wide quality, and manages operations training.

Brandi lifanager, Yellowstone Landscape - Jacksonville, FL 2018-2023
Responsible for landscape maintenance and installation operations, works
with all plans and specifications for each project and has extensive knowledge of the service expectations, hires and coordinates landscape management crews, balances the workload and materials needed for each project, maintains up-to-date roster of all personnel and job activities, and identifies equipment and resources needed for each project.

Accoimt l\la1iager, Yellowstone Landscape - Jacksonville, FL 2012-2017
Arranges, schedules, and directs daily landscape services, ensures peak
efficiency of each project, ensures delivery of high-quality projects and services to clients, establishes long-term relationships with clients, identifies opportunities to enhance client properties, conducts on-going field-safety and o erations training, and maintains regular communications with clients.

Landscape Maintenance Services Proposal	44

Project "Alanager, Yellowstone Landscape - Jacksonville, FL 2009-2011
Responsible for landscape installation operations, works with all plans,
blueprints, and specifications for each project, hires and coordinates construction crews, balances the workload and materials for each project, maintains up-to-date roster of all personnel and job activities, identifies equipment and resources needed for each project, assures preventative maintenance on all equipment, conducts regular inspections of in-progress projects, and identifies training needed for personnel.

Assistant Project Afanage Yellowstone Landscape - Jacksonville, FL 2007-2009
Works with all plans, blueprints, and specifications for each landscape
installation project, coordinates construction crews, and balances the workload and materials for each project.

As the branch manager of our Leesburg branch, Jennifer is responsible for overseeing the location's current and upcoming projects. She coordinates operations, which includes personnel, equipment, safety regulations, plant material and other resources. She works with each project to maintain the highest quality projects and services.
Jennifer brings several years of green industry experience to the Leesburg location of Yellowstone Landscape.

Education and Certifications
Col01tial Higli Scliool - Orlando, FL
General Studies
Certified Maxicorn Technician Certified Maxicorn Operator

B-rancl, lifanager, Yellowstone Landscape - Leesburg, FL 2021 - present
Responsible for landscape maintenance and installation operations,
works with all plans and specifications for each project and has extensive knowledge of the budget and service expectations, hires and coordinates landscape management crews, balances the workload and materials needed for each project, maintains up-to-date roster of all personnel and job activities, identifies equipment and resources needed for each project, assures that preventive maintenance is performed on all equipment, and conducts regular inspections of in-progress projects.

Landscape Alaintemmce and.Design, Yellowstone Landscape-Orlando,
FL
2020-2021
Responsible for creating landscape designs for the Swan and Dolphin Hotel and maintaining grounds for a beautiful presentation that fulfilled the Disney standards.

ft.tanager, Spectrum- Orlando, FL 2019-2020
Lead a team of associates by coaching, developing, and inspiring. Responsible
for delivering and exceeding financial business goals all while upholding an exciting culture and maintaining appropriate staff by recn.riting, hiring, and training team members.

	

Education and Certifications
As the Account Manager within our Leesburg Branch, David oversees all aspects of Production and Client engagement for his portfolio of clients.
David adds a tremendous amount of indu. try knowledge and experience to the Yellowstone Team. Davids's tenure add to our out randing cli.ent interaction proce	and communication. David pride him elf on training, mentoring and development of all employees on our team which add. to the leader hip team in the Orlando region of Yellowstone Landscape.

l\la:narri.Evans High Sclwol - Orlando, FL
Irrigation Management FNGLA Continuing Education

Relevant Experience
Account Manager, Yellowstone Landscape-Orlando, FL May 2022 - Present
Completed proposals based on customer requests, recommended enhancement services, and sustainable landscape programs. Directed and coordinated staff for the management of contracted projects, ensuring proper staffing, equipment availability, and equipment repairs when appropriate while maintaining profitability. Developed and coordinated plans for the efficient use of personnel and resources.

Landscape Account "Alanager a1id Irrigation
Trimac Outdoor - Orlando, FL January 2021 - March 2022
Jan.ager
Landscaping Account Manager, Carol King Landscaping - Orlando, FL
2017 -2021

Landscape Ianager of Operations, Lake Port Square - Leesburg, FL
2016 -2017

Account/Operatio11.. Ianage1'- Precision Landscape Management, Inc.
1994 -2015
J_

At Yellowstone Landscape, we pride ourselves on building lasting relationships with our clients. These clients have entrusted us as their landscape maintenance partner and would be happy to speak with you about our firm and the services that we provide for them.

Project Name:
Client Since. Service Area: Services Provided:
Client Contact Information:
Trafalgar Village HOA
2022
Townhomes, Homes, & Common Areas
Landscape Maintenance, Landscape Design & Installation Timothy Hayes, Community Association lvianager
407-705-2190 x212
thayes@a1temislifestyles.corn

Project Name:
Client Since:
Service Area: Services Provided:
Client Contact Information,

Project Name:
Client Since:
Service Area: Services Provided·
Client Contact Information.
Palms at Serenoa
2022
Homes & Common Areas
Landscape Maintenance, Landscape Design & Installation Shannon Bernard, Community Association Manager
407-781-0770
sbernard(@lelandmanagement.com

The Townes at Creekside
2022
Townhomes & Common Areas
Landscape Maintenance, Landscape Design & Installation Christina Wuersch, Senior Portfolio Manager
407.644.0010x27206
Christina.\rVuersch@fsresidential.com

Project Name:
Client Since· Service Area: Services Provided:
Client Contact Information:
Hills of Minneola
2022
Common Areas
Landscape Maintenance, Landscape Design & Installation Mark Hills, Connnunity Association Manager
407.847.2280
info@myhoasolution.com

Project Name:
Client Since:
Service Area: Services Provided:
Client Conta t Information:
Reunion East and Reunion West CDDs
2008
Common Areas
Landscape Maintenance, Landscape Design & Installation Alan Scheerer, Field Operations Manager
407.398.2890
ascheerer@gmscfl.com

Project Name:
Client Since:
Service Area: Services Provided:
Client Contact Information:
Ridgeview Residential Owners Association
2023
Common Areas
Landscape Maintenance, Landscape Design & Installation Derek Rubino, Portfolio Manager
407.202.5861
Derek.Rubino@fsresidential.com

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid	I Social security number	I
backup withholding. For 1ndlvlduals, this 1s generally your social security number (SSN). However. for a resident alien. sole proprietor. or disregarded entity, see the instructions for Part I. later. For other entitles. it Is your employer Identification number (EIN). If you do not have a number, see How to get a TIN, later.
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.

Certification
Under penalties of perjury, I certify that:
[ill-[D -I I I I I
or

-2993503
The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me): and
. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends. or (c) the IRS has notified me that I am no longer subjectto backup withholding: and
I am a U.S. citizen or other U.S. person (defined below); and
The FATCA code(s) entered on this form (1fany) Indicating that I am exempt trom FATCA reporting is correct.
Certification instructions. You must cross out Item 2 above if you have been notified by the IRS that you are currently subject to backup withl1olding because you have failed to report all interest and dividends on your tax retum. For real estate transactions, Item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the oertification, but you must provide your correct TIN. See the instructions for Part II, later.

General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest intonnatfon about developments related io Form W-9 and its instructions, such as legislation enacted after they were published. go to www.irs.gov/FormW9.
Purpose of Form
An Individual or entity (Form W-9 requester) who Is required to file an information return with the IRS must obtain your correct taxpayer fdentlticatlon number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer Identification number (ATIN), or employer identification number (EIN), to report on an Information return the amount paid to you. or other amount reportable on an Information return. Examples of Information returns include. but are no1limited to, the following,
Form 1099-INT (interest earned or paid)
Form 1099-DIV (dividends, including those from stocks or mutual funds)
Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
Form 7099-B (stock or mutual tund sales and certain other transactions by brokers)
Form 1099-S (proceeds from real estate transactions)
Form 1099-K (merchant card and third pa1iy network transactions)
Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T {1uition)
Form 1099-C (canceled debt)
Form 1099-A (acquisition or abandonment of secured prope,iy)
Use Form W-9 only It you are a U.S. person (including a resident alien), to provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup wilhl1olding, later.

Cat. No. 10231X	Forrn W 9 (Rev. 10-2018)

54

ACORD®	CERTIFICATE OF LIABILITY INSURANCE
4/1/2025	I DATE (IIM/DD/Y'(VY)
3/29/2.024		
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIACATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY .AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE .A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIACATE HOLDER.			
IMPORTANT:  II the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms end conditions of the policy, certain policies may require en endorsement. A statement on this certificate does not confer rlgtrts to the cenlflcate holder In lieu or such endorsement(s).			
PRODUCER Lockton Companies
3280 Peachtree Road NE, Suite #1000
ALJanta GA 30305
(404) 460-3600	NAMtCT		
	mgN,_t "•"'	IFffc Nol:	
	E•MAIL		
	ADDRESS:		
	INSURER(Sl AFFORDING COVERAGE	NAIC#	
	INSURER A : Safetv National Casualty Corporation	15105	
INSURED	YeUowstooe Landscape, loc. aDd all Subsidiacie
1528310 See Attached List
3235	State Street
P.O.Box.849
Bunnell FL 32110	INSURER s : ACE Property and Casualty lnsurance Company	20699	
	INSURERC:		
	INSURERD:		
	INSURERE:		
	
INSURERF:		
COVERAGES	Main NI COfs
CERTIFICATE NUMBER:	20448777	REVISION NUMBER:	xxxxxxx

-

-
-

CERTIFICATE HOLDER	CANCELLATION	SeeAttachmeni.s
SAMPLE	
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WrTH THE POLICY PROVISIONS.		
	AllnlORIZED REPRESENT VE		

ACORD 25 (2016/03)
©19
The ACORD name and logo are registered marks of ACORD
All rights reserved.

55
Tax Collector Scott Randolph
Local Business Tax Receipt
Orange County, Florida

3125	LAWN CARE

TOTAL TAX PREVIOUSLY PAID TOTAL DUE

2023

$50.00
$50.00
$0.00

$50.00
EXPIRES
30 EMPLOYEES :
9/3012024

PORTLAND TIMOTHY - PRESIDENT

YELLOWSTONE LANDSCAPE SOUTHEAST LLC PORTLAND TIMOTHY
2809 FORSYTH RD WINTER PARK FL 32792

3125-1048927
MOBILE FROM FLAGLER COUNTY X- OUT OF COUNTY, 00000

PAID: $50.00  0098-01133025  9112/2023
Tax Collector Scott Randolph	Local Business Tax Receipt	Orange County, Florida
This local Business Tax Receip1 is in addition to and not in lieu of any other tax required by law or municipal ordinance. Businesses are subject to regulation of zoning, health and o1her lawful authorities. This receipt is valid from October 1 through September 30 of receipt year. Delinquent penalty Is added October 1.
2023	EXPIRES	9/30(2024	3125-1048927
3125  LAVVN CARE	$50.00

TOTAL TAX	$50.00	
PREVIOUSLY PAID	$50.00	
TOTAL DUE	$0.00	

MOBILE FROM FLAGLER COUNTY X - OUT OF COUNTY, 00000

PAID: $50.00  0098-01133025  9/12/2023
30 EMPLOYEES :

PORTLAND TIMOTHY - PRESIDENT

YELLOWSTONE LANDSCAPE SOUTHEAST LLC PORTLAND TIMOTHY
2809 FORSYTH RD
WINTER PARK FL 32792

This receipt is official when validated by the Tax Collector.

Orange County Code requires this local Business Tax Receipt to be displayed conspicuously al the place of business in public view. It is subject to inspection by all duly authorized officers of the County.

octaxcol.com I
Landscape Maintenance Services Proposal	56
Tax Collector Scott Randolph
Local Business Tax Receipt
7
Orange County, Florida
2023'
3106  LANDSCAPE	$50.00
EXPIRES
30 EMPLOYEES :
9/30/2024
3106-1048928

TOTAL TAX	$50.00	PORTLAND TIMOTHY • PRESIDENT	
REGULATED WASTE	$50.00		
PREVIOUSLY PAID	$100.00		
TOTAL DUE	$0.00	YELLOWSTONE LANDSCAPE SOUTHEAST LLC	
	PORTLAND TIMOTHY - PRESIDENT		
	2809 FORSYTH RD		
	WINTER PARK FL 32792		
MOBILE FROM FLAGLER COUNTY X • OUT OF COUNTY, 00000

PAID: $100.00  0098-01133026  9/12/2023
Tax Collector Scott Randolph	Local Business Tax Receipt	Orange County, Florida
This local Business Tax Receipt is in addition to and not in lieu of any other tax required by law or municipal ordinance. Businesses are subject to regulation of zoning, heallh and other lawful authorities. This receipt is valid from October 1 through September 30 of receipt year. Delinquent penalty is added October 1.
2023
3106	LANDSCAPE	$50.00
EXPIRES
30 EMPLOYEES :
9/30/2024	3106-1048928

TOTAL TAX REGULATED WASTE PREVIOUSLY PAID TOTAL DUE
$50.00
$50.00
$100.00
so.oo

PORTLAND TIMOTHY· PRESIDENT

YELLOWSTONE LANDSCAPE SOUTHEAST LLC PORTLAND TIMOTHY- PRESIDENT
MOBILE FROM FLAGLER COUNTY X - OUT OF COUNTY, 00000

PAID: $100.00  0098-01133026  9/12/2023
2809 FORSYTH RD WINTER PARK FL 32792

This receipt is official when validated by the Tax Collector.

Orange County Code requires this local Business Tax Receipt to be displayed conspicuously at the place of business In public view. It is subject to inspection by all duly authorized officers of the County,

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Tax Collector Scott Randolph	Local Business Tax Receipt	Orange County, Florida

2023
1812  REG IRRIGATION SPECIA	$30.00
EXPIRES
1 EMPLOYEE
9/30/2024

1812-1200565

TOTAL TAX PREVIOUSLY PAID TOTAL DUE
$30.00
$30.00
$0.DO
SKWYRA PETER T

YELLOWSTONE LANDSCAPE SOUTHEAST LLC
2809 FORSYTH RD WINTER PARK FL 32792
8342 CRISTOBAL CIR (MOBILE)
U- ORLANDO, 32825

PAID: $30.00  0098-01133027  9/12/2023
Tax Collector Scott Randolph	Local Business Tax Receipt	Orange County, Florida
This local Business Tax Receipt is in addition to and not in lieu of any other tax required by law or municipal ordinance. Businesses are subject to regulation of zoning,health and other _ lawful authorities.This receipt is valid from October 1 through September 30 of receipt year. Delinquent penally is added OGtober 1.
2023	EXPIRES	9/30/2024	1812-1200565
1812  REG IRRIGATION SPECIA	$30.00	1 EMPLOYEE

TOTAL TAX PREVIOUSLY PAID TOTAL DUE
$30.00
$30.00
$0.00

SKWYRA PETER T

YELLOWSTONE LANDSCAPE SOUTHEAST LLC
8342 CRISTOBAL CIR (MOBILE) U - ORLANDO, 32825

PAID: $30.00  0098-01133027  9112/2023
2809 FORSYTH RD WINTER PARK FL 32792

This receipt is official when validated by the Tax Collector.

Orange County Code requires this local Business Tax Receipt to be displayed conspicuously at the place of business in public view. It is subject to Inspection by all duly authorized officers of the County.

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The International Society of Arboriculture
Hereby Announces That

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ISA Certified Arborist ®
By succes fully meeting lSA Certified Arborist certification requirements through demonstrated artai:runeut of relevant cornpetencie as supported by the ISA Credentialing Council

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Phone: 407-901-0206	Verify this Certificate by visiting www.motadmin.com

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Issue Date	Expiratioo Dale		c,Micate No.	

Rainbird Certification
YELLOWSTONE
L A N O S C A P E
•• -  -	-  -

This is to Certify that

Peter Skwyra
Has completed the requirements of the Rain Bird Factory Trained Program and has received the designation of:
Maxicom Operator
Max:icom Riverside, CA 20 CE Hours

Designation Expiration 6	Robert Pfeil,  Marketing Group Manager -Services, Rain Bird International, Inc. - Services DMsion	Student 10 1880948

Rainbird Certification
.	,YELLOWSTONE
L A N O S C A P E
•• -  -	-  -

This is to Certify that

Peter Skwyra
Has completed the requirements of the Rain Bird Factory Trained Program and has received the designation of:
Maxicom Technician
Maxicom Riverside, CA
20 CE	Hours

Designation Expiration 5Ll.2aQ.26	Robert Pleil, Mar eting Group Manager - Services, Rain Bird lntemallonal,Inc.·Services Division	Student ID ] 880948

	

Landscape Maintenance Services Proposal	71
YOUR INVESTMENT

Mowing & Detail
Includes Mowing, Edging, String Trimming, Shrub Pruning, Tree Pruning up to 12', Weeding, Trash, & Cleanup
Includes general pruning of the Viburnum Hedge. Major cutback is needed to bring the overall maintainable height of 10' . Pricing can be provided per area based on the current height and labor needed to reduce the hedge.

$91,200

Irrigation Inspections
Includes Monthly Inspection with Standard Irrigation Reports
$1,900

ANNUAL GRAND TOTAL	$129,600
YOUR SERVICE CALENDAR
Managing the needs of your unique landscape requires careful planning and attention to detail. Our experienced professionals use their extensive training and state-of-the-art equipment to ensure the health and sustainability of your living investment. Should you ever have additional needs, questions or concerns, please ask us.
Geographic location and climate play a major role in the timing of our service delivery; schedules are adjusted to coincide with seasonal growth rates in order to maintain a consistent, healthy appearance. Services missed due to inclement weather will be made up as soon as possible. The following table summarizes our planned visits for completing each of the services performed on your property:

SERVICE		
Bahia Mowing	36	
Detailing	12	
Weeding	24	
Irrigation Inspections	12	
IPM - Fertilization & Pest Control - Zoysia	12	
IPM - Fertilization & Pest Control - Tree & Shrubs	4	
Annual Flowers	4	
Pine Straw Installation	Upon Request	
Palm Pruning	Upon Request	
CLIENT NAME:	Indigo CDD

PROPERTY CONTACT:	Jodi McKnight

PROPERTY CONTACT PHONE:	352.873.0848

CONTRACT END DATE:	9/30/27

PROPERTY NAME:	Indigo CDD

CONTRACTOR:	Yellowstone Landscape, PO Box 849, Bunnell, FL 32110

YELLOWSTONE CONTACT EMAIL:	mwilding@yellowstonelandscape.com

YELLOWSTONE SCOPE OF SERVICES:	The Client agrees to engage Yellowstone Landscape to
provide the services and work as described.

Landscape Maintenance Services Proposal	74
AGREEMENT

COMPENSATION SCHEDULE:

The Client agrees to pay Yellowstone Landscape $129,600.00 annually, in equal monthly installments billed in the amount of $10,800.00. upon receipt of invoice.
Charges will increase at the commencement of each additional automatic twelve (12) month renewal term per the Agreement Renewal section on the following page of this agreement. The TERMS AND CONDITIONS following and the EXHIBITS attached hereto constitute part of this agreement.

Presented by: Yellowstone Landscape
Accepted by: Indigo CDD

Printed Name: Christopher Adornetti, Officer
Date: Not yet accepted
SIGNATURE	
Jodi McKnight

Printed Name: Jodi McKnight
Date: Not yet accepted
TERMS & CONDITIONS
Entire Agreement: This Landscape Management Agreement contains the entire agreement between the Parties and supersedes all prior and contemporaneous negotiations, promises, understandings, commitments, proposals, or agreements, whether oral or written on the subject matter addressed herein. This Agreement may only be modified or amended by a writing signed by authorized representatives of both Parties.

Acceptance of Agreement: The Agreement constitutes Yellowstone Landscape (hereafter referred to as “Yellowstone”) offer to Client and shall become a binding contract upon acceptance by Client’s signature on this Agreement and/or instruction to perform the Services by Client’s authorized representative. The Parties agree that the provisions of the Agreement shall control and govern over any contract terms and/or Purchase Orders generated by Client and that such documentation may be issued by Client to, and accepted by, Yellowstone without altering the terms hereof.

Price, Quality, and Working Conditions: The amounts in the “Compensation Schedule” include all labor, materials, insurance, equipment, and supervision for the performance of the specified Services in the attached exhibits. All materials supplied as part of this agreement are guaranteed to be as specified and all work shall be completed in a workmanlike manner according to standard landscape maintenance practices (“Warranty”).
Unless otherwise stated in writing Yellowstone shall have the right to rely on the contents of all documents provided by Client and/or its agents, including Plans, Specifications, and test results, without independent verification and analysis by Yellowstone. Client agrees that Yellowstone is not an insurer or guarantor of the appropriateness of any landscape design provided by others, or of the long term viability of plant material utilized within that specified landscape design or of the site constraints (including watering restrictions) under which Yellowstone is required to perform its Services.

Assignment: Neither Client nor Yellowstone may assign this Agreement or transfer any right, interest, obligation, claim, or relief under this Agreement without the prior written consent of the other party. Client acknowledges that Yellowstone may subcontract portions of the Work to specialty subcontractors.

Relationship of Parties: The legal relationship of Yellowstone to Client with respect to the Services shall be that of an independent contractor, not an agent or employee. Yellowstone is responsible for its own withholding taxes, social security taxes, unemployment taxes, licenses, and insurance pertaining to its employees or operations. If applicable, Yellowstone agrees to pay all sales taxes on materials supplied.

Agreement Renewal: Unless Client notifies Yellowstone regarding its intent to terminate Services prior to expiration of the “Initial Term”, this Agreement will renew automatically for an additional twelve (12) month term and will continue to renew at the end of each successive twelve (12) month unless canceled by either party in accordance with the “Termination” provision or by either party with written notice of not less than 30 days prior to the end of the “Initial Term” or any automatic term(s). Charges will increase by 3.0% at the commencement of each additional automatic twelve (12) month renewal term.

Payment Terms: Billing for Services occurs in advance at the first of each month in accordance with the “Compensation Schedule” on the preceding page of this agreement. Payment for Service(s) is due upon receipt of monthly invoices. The Parties contractually agree that interest on all past due amounts shall accrue at the maximum allowable rate provided by law per month, beginning on the first day following the month in which the invoice was received. This Agreement constitutes a contract of indebtedness. Our preferred payment method is ACH transfer. If Client chooses to pay by check or money order, payments should be mailed to the address indicated on the invoice.

Termination for Cause: If Yellowstone fails to fully perform its obligations and fails to cure any such default within 30 days after receipt of written notice specifying the acts or omissions, Client shall have the right to terminate this Agreement. In the event of a “Termination for Cause”, Client shall notify Yellowstone of the termination date in writing and pay Yellowstone for all Services performed to the effective date of termination.

Default: In the event that Client breaches its obligations under this Agreement to permit and cooperate with Yellowstone’s performance of its duties or Client fails to make payment for any Services within 30 days of receipt of Yellowstone’s invoice, Yellowstone may, but shall not be obligated to, suspend Services until the breach is cured and/or until all arrearages have been paid in full. This Agreement will terminate automatically and without notice upon the insolvency of, or upon the filing of a bankruptcy petition by or against Client.

Claims: Yellowstone’s responsibility with regard to Services not meeting the “Warranty” shall be limited, at the sole choice of Yellowstone, to the re- performance of those defective Services and replacement of those defective materials without charge during the ninety (90) day period following completion of the defective Services or provision of defective materials, or a credit to Client’s account of the compensation paid by Client for the portion of such Services determined to be defective. If the attached exhibit(s) expressly provide for a longer “Warranty” period, that “Warranty” period shall apply. The Parties shall endeavor in good faith to resolve any such Claim within 30 days, failing which all claims, counterclaims, disputes, and other matters in question between Client and Yellowstone arising out of or relating to this Agreement or the breach thereof may be decided by the dispute resolution process identified below. Each Party will bear its own costs, including attorneys’ fees; however, the prevailing party shall have the right to collect reasonable costs and attorneys fees for enforcing this agreement as allowable by applicable law.

Jurisdiction: By entering into this Agreement and unless otherwise agreed the parties agree that the courts of the State of Florida, or the courts of the United States located in the Middle District of the State of Florida, shall have the sole and exclusive jurisdiction to entertain any action between the parties hereto and the parties hereto waive any and all objections to venue being in the state courts located in Flagler County (and agree that the sole venue for such challenges shall be Flagler County) or the Middle District of Florida, if federal jurisdiction is appropriate. Should the parties not agree on the State of Florida as the appropriate jurisdiction for legal challenges, the parties agree the state in which the job site is located will be designated as the appropriate legal jurisdiction for all legal disputes and challenges to the contract or the work related thereto.
Insurance: Yellowstone shall secure and maintain, throughout the performance of Services under this Agreement, General Liability, Employers Liability, Auto Liability & Umbrella Liability coverage, as specified herein:

Worker’s Compensation Insurance with statutory limits;
Employer’s Liability Insurance with limits of not less than $1,000,000;
Commercial General Liability Insurance with combined single limits of not less than $1,000,000 per occurrence/$2,000,000 annual aggregate;
Comprehensive Automobile Liability Insurance, including owned, non-owned, and hired vehicles, with combined single limits of not less than
$1,000,000.
Umbrella Coverage $10,000,000 per occurrence/$10,000,000 annual aggregate

If required in writing by Client, Yellowstone shall furnish Certificates of Insurance verifying such insurance and Yellowstone agrees to provide written notice to Client at least thirty (30) days prior to any cancellation, non-renewal, or material modification of the policies. When requested by Client, the original insurance policies required of Yellowstone will be made available for review.

Licenses: Yellowstone shall maintain all applicable licenses and permits within the cities, counties, and states of operation.

Indemnification for Third Party Claims: Yellowstone agrees to indemnify, defend, and hold harmless Client from and against any and all claims, losses, liabilities, judgments, costs and expenses, and damages and injuries to third parties (“Claims”) arising out of or caused by the negligent act, error, omission or intentional wrongdoing of Yellowstone, its subcontractors or their respective agents, employees or representatives which arise from the performance of the Services or otherwise while present on the Property for the purpose of rendering Services pursuant to this Agreement. Client agrees to indemnify and hold harmless Yellowstone against any Claims based in whole or in part by the conduct or actions of Client. The indemnity rights and obligations identified in this Agreement shall be and are the only indemnity rights and obligations between the Parties, in law or equity, arising out of or related to Yellowstone’s Services under this Agreement or any claims asserted in relation thereto.

Limitation of Liability: Except for the indemnification provision applicable to claims by third parties against Client, Yellowstone’s total and cumulative liability to Client for any and all claims, losses, costs, expenses, and damages, whether in contract, tort, or any other theory of recovery, shall in no event exceed the amount Client has paid to Yellowstone for Services under this Agreement during the calendar year in which the claim first occurred. In no event shall Yellowstone be liable for incidental, consequential, special or punitive damages. Yellowstone shall not be responsible for any damage to structures, including, but not limited to, foundations, fences, siding, light poles, decks, signage, air conditioning units, lamp posts, curbs, or similar structures that do not have a minimum buffer of mulch, planting bed space, or other barren or unmaintained area of sufficient size to offer protection to such structures from damage from mowers, weed-trimming lines, or other maintenance equipment (if not otherwise specified and agreed, a minimum of 8 inches). Likewise, Yellowstone will not be responsible for any damage to any cables, wires, irrigation components, or similar items not buried to specification in the event they are damaged during the performance of the Services.

Indirect Damages: Neither Party shall be responsible to the other or to any third party for any economic, consequential, incidental, or punitive damages (including but not limited to loss of use, income, profits, financing, or loss of reputation) arising out of or relating to this Service Agreement or the performance of the Services.

Excusable Delays and Risk of Loss: Yellowstone shall not be in breach of this Agreement nor liable for damages due to (i) delays, (ii) failure to perform any obligation under this Agreement, or (iii) losses caused or attributable, in whole or in part, to circumstances beyond its reasonable control, including but not limited to: drought conditions, acts of God, governmental restrictions or requirements, severe or unusual weather, natural catastrophes, vandalism or acts of third persons. Client assumes the full risk of loss attributable to all such occurrences, including but not limited to, the repair or replacement of landscaping and payment to Yellowstone of all amounts provided in this Agreement, notwithstanding that Yellowstone may not have been able to provide all or any of its Services during such occurrences or until the premises described under this Agreement has been restored to its pre-occurrence condition.

Watering Restrictions and Drought Conditions: Should the Property be located in an area which is or becomes subject to governmental restrictions on water usage and/or watering times applicable to the Services Yellowstone will comply with such governmental restrictions which may then impact the performance, viability, and/or looks of plant materials and, as such, shall be deemed circumstances beyond its reasonable control.

Warranty: Yellowstone's warranties shall not be in effect in the event of misuse, abuse or negligence by Client or any party affiliated with same. Additionally, Yellowstone's warranties shall not be in effect in the event of freeze, flood, fire and/or any other acts of God.
Nonwaiver: No delay or omission by Yellowstone in exercising any right under this Agreement, and no partial exercise of any right under this Agreement, shall operate as a waiver of such right or of any other right under this Agreement as provided for by law or equity. No purported waiver of any right shall be effective unless in writing signed by an authorized representative of Yellowstone and no waiver on one occasion shall be construed as a bar to or waiver of any such right on any other occasion. All rights of Yellowstone under this Agreement, at law or in equity, are cumulative and the exercise of one shall not be construed as a bar to or waiver of any other.

Construction: The rule of adverse construction shall not apply. No provision of this Agreement is to be interpreted for or against any Party because that Party or that Party’s legal representative drafted the provision. In the event any provision of the Agreement is deemed invalid or unenforceable, the remaining provisions shall continue in full force and effect, and the invalid or unenforceable provision shall be interpreted and enforced as closely as possible to the intent of the Parties as expressed herein.

Change in Law: This Agreement is based on the laws and regulations existing at the date of execution. In the event that a governmental authority enacts laws or modifies regulations in a manner that increases Yellowstone’s costs associated with providing the services under this Agreement, Yellowstone reserves the right to notify Client in writing of such material cost increase and to adjust pricing accordingly as of the effective date of such cost increase. Yellowstone must submit clear documentation supporting the cost increase and can only increase pricing to the extent of actual costs incurred.

THANK YOU FOR YOUR TRUST
We look forward to working with you!

YELLOWSTONELANDSCAPE.COM

Request for Proposal

Landscape Maintenance
Parkway Maintenance & Management Marion, LLC Ocala, Florida

August 21, 2024
SPECIFICATIONS FOR LANDSCAPE MAINTENANCE GENERAL INFORMATION
Parkway Maintenance & Management Marion, LLC (PMMM) is soliciting proposals for Indigo CDD, located within On Top of the World Communities, Ocala, Florida 34481. The purpose of this request for proposal (RFP) is to solicit information from vendors to supply contractual common area landscape maintenance located within an active adult community. You are invited to submit a proposal to provide these services. Your proposal may be presented in the written format of your choice, unless otherwise noted herein.

To be given consideration, please be certain to address the following items in your proposal:

Certify in writing that your company accepts the details of the specifications included in “Exhibit A” of this proposal for common area landscape maintenance and will conform to the performance standards by which the contract award will be conducted. (PMMM reserves the right to include a performance standard clause in the contract to ascertain adherence to the terms of the Specifications.)

The proposer must have a minimum of five (5) years of proven experience in landscape maintenance in Florida, and include the following information in the proposal for at least three (3) previous or existing landscape maintenance contracts;

Name and contact information for the contract administrator
Name and address of the facility in which the contract covered
Dates in which the contract was in force

Submit a plan for landscape maintenance including any proposed benefit to PMMM, any proposed investments to landscapes by the proposer, and/or any expectations, financial or otherwise, from PMMM to the proposer. The plan should also address staffing, customer service, environmental sustainability and list of equipment to be utilized.

Identify any operational areas you intend to use subcontractors and the services and roles that each subcontractor would assume.

Contractor shall provide proof of valid licenses and permits necessary to operate the business and provide copies of licenses and permits to PMMM within the proposal.

PERFORMANCE STANDARDS

Contractor shall provide all labor, materials, services, tools and equipment necessary to fulfill the contract. Contractor shall supply only trained and experienced personnel to perform the work.

Contractor will supply a full-time, experienced Landscape Manager assigned strictly to said property that will be on-call 24 hours per day.

Contractor shall review all property to be serviced with bid coordinator assigned by PMMM prior to beginning the job.
Contractor shall provide proof of insurance covering liability, property damage, workers compensation, and auto insurance as outlined in specifications.

Contractor shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, SDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200.

Contractor shall be responsible to see that all material, debris, and waste is disposed of in accordance with all federal, state, county and environmental regulations with proof of disposal available to PMMM.

Contractor shall be responsible for following all guidelines stated within the University of Florida IFAS Green Industry Best Management Practices handbook. Contractor shall have a minimum of one (1) staff member assigned to this property that is certified in the University of Florida IFAS Green Industry Best Management Practices.

Contractor shall be responsible to see that all fuel, fertilizer and pesticides are stored, handled and applied in accordance to all federal, state, county and environmental regulations and in accordance to PMMM specifications.

Contractor agrees not to assign or sub-contract any portion of the job without written approval from PMMM.

Contractor and its employees will respect and safeguard property of all residents.

Contractor and employees will treat residents with professionalism, courtesy and respect at all times and will not seek for themselves any gifts, favors, payments or special consideration(s).

INSTRUCTIONS, CONDITIONS AND NOTICE TO OFFERS

The bidder shall quote its most favorable terms, as the contract may be awarded without discussion of the proposals received.

Bids should include an ENDORSEMENT OF PERFORMANCE AGREEMENT that work will conform to stated standards, OSHA requirements and agree to uniform compliance with all these performance requirements provided by PMMM.

A contract(s) awarded as a result of this RFP will commence on October 1, 2024 and terminate on October 31, 2027.

Further details regarding this RFP shall be directed to Andrew J. Jorgensen, CGCS, Parkway Maintenance & Management Marion, LLC at andy_jorgensen@otowfl.com or 352-237-9564. Visiting property for review of site conditions and scope of work will be scheduled by appointment only.

Proposals must be submitted to:
ATTN: Jodi McKnight
Parkway Maintenance & Management Marion, LLC Building 107
10881 SW 94th Street Road Ocala, FL 34481

Or via email to: jodi_mcknight@colenbuilt.net
Proposals are due by close of business on 9/6/2024. Proposal should include rate sheet breaking down bid by monthly, annual and total contract terms and must reflect any intended price increases during contract period.

PMMM reserves the right, within its sole, absolute and unfettered discretion to reject any and all bids or responses to the RFP. This includes but is not limited to, those received after the deadline set forth above, or those that are believed to not be in the best interest of PMMM whether the bidder is unqualified, of doubtful financial ability, or lowest bidder.
PMMM may award the contract to that business or entity without explanation or notice. Therefore, all respondents should quote their most favorable terms.

This RFP does not represent a commitment by PMMM to do business with any respondent. Nothing set forth in this RFP is binding on PMMM. All terms and conditions related to the Services contemplated by this RFP shall be set forth in the Contract to be executed by PMMM and the selected Respondent. PMMM may, in its sole, absolute and unfettered discretion, elect not to award a Contract pursuant to this RFP or to award to more than one vendor.
“Exhibit A” to the Request for Proposal for Landscape Maintenance Technical Contract Specifications
Scope of Work

Landscape Maintenance

Mowing:
Lawns shall be mowed weekly during the active growing season and as needed during the
non-growing season as referenced in Exhibit A. Alterations of the mowing schedule due to site conditions such as dry or saturated turf will dictate the mowing operations, and must be approved by a PMMM authorized representative. Turf will be cut with rotary mowers in order to maintain a uniform height of cut. Height of cut shall be within the recommended range dictated in the UF/IFAS Green Industries Best Management Practices handbook as shown in the graphic below. Contractor shall leave clippings in the lawn as long as no visible clumps or excessive debris remain.

Trimming:
All fixed objects shall be trimmed in order to maintain a neat appearance. Turf shall be string trimmed to match the height as determined by the mowers. Turf adjacent to all bodies of water shall be mowed or string trimmed to the water’s edge during each mowing operation.

Edging:
All hardscape objects shall be edged on a routine basis as referenced in Exhibit A. All landscape beds shall be edged on a routine basis as referenced in Exhibit A. All debris generated from each of these processes shall be removed on the same day the process is completed.

Blowing:
As part of each maintenance cycle, all debris generated from our work, shall be removed
from sidewalks, roadways, paved areas, monuments, and markers on days of service. Additional blowing to maintain sidewalks, driveways and patios free of debris shall be performed as needed
on a bi-weekly schedule when mowing is reduced to one (1) event per month in the slow growing season.

Weed Control:
Contractor shall keep beds free of broadleaf or grassy weeds using an approved selective or non- selective herbicide labeled for the area being treated.

Groundcovers:
Groundcover shall be edged in order to keep it within the bounds of its intended area.

Pruning:
Shrubs shall be pruned only as necessary to create a natural appearance, to maintain the
desired shape, and to remove damage or diseased wood. Frequency of trimming shall be every six
(6) weeks up to nine (9) times per year. Larger hedge rows (i.e. Viburnum Odoratissimum) that are not part of a residential landscape and intended to act as a buffer hedge between adjacent common areas, shall be completely trimmed (sides included) once annually to a height no taller than twelve (12) feet. Additional plant varieties may also fall in this category where specific tree type shrubs are installed in parking lot islands.

Trees:
Height limitation for tree pruning included within the scope of this agreement is fifteen (15) feet. The lower branches on trees up to fifteen (15) feet shall only be raised to provide clearance for pedestrians, vehicles, buildings, shrubs, or to improve visibility. Tree pruning in excess of fifteen (15) feet in height will only be performed with prior written approval from PMMM. This pruning does not cover any type of interior pruning on the canopies such as thinning, deadwood, or crown reduction. Pruning shall be performed on an as needed basis.

Tree stakes and ties are to be inspected monthly for correct installation and placement. When trees are stable enough and have developed caliper to stand alone, stakes and ties shall be removed by Contractor. Trees staked (without ties) for protection from damage may remain staked an additional period of time.

A 5’ (five foot) radius circle around the base of trees shall be free of weeds and turf and shall be maintained by the use of a legally approved herbicide. Stakes or guy wires shall be treated in the same manner as the base of trees described above.

Trees located in natural tree preserve area shall be left in a natural state unless dead wood is present. Contractor shall remove any fallen dead wood and report dead or dying trees to a PMMM representative immediately.

Perennial/Annual Color Beds
Perennial/Annual color beds shall be maintained to show a colorful appearance at all times. Beds are to be kept free of weeds and spent flowers.
Annual color beds shall be replaced a minimum of four (4) times annually to ensure vibrant color and growth with plant material suitable for the season. Soil amendments shall be added at the time of replacement. Soil amendments such as organic peat or an approved planting mixture shall be
tilled in at the time of installation. Perennial/Annual color beds shall be fertilized when soil amendments are added. Osmocote or a similar product may be used. Beds may need to have additional liquid applications of fertilizer added to them if plant material warrants.

Mulch
Mulch is excluded from this contract. Contractor shall maintain all mulch installed to ensure no loss, other than natural degradation, occurs.

Debris and Storm Cleanup:
Excess debris in the landscape area shall be removed on the days of service. All debris, generated from our work, shall be removed from sidewalks, roadways and paved areas on
the days of service. This excludes heavy leaf fall pickup. Contractor is not responsible or removal
of excessive storm debris or fallen tree litter greater than 4” in diameter.

Horticulture Management

Fertilizer and Pesticide Application Records
All fertilizer and pesticide applications records shall be reported to PMMM at the time of monthly invoicing. Records shall show product and rate applied, date of application, applicator name and location of application.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Fertilization:
Turf and ornamentals shall be fertilized with approved commercial grade fertilizer. The number of applications will be based on plant types and requirements as dictated in Exhibit A.

All granular fertilizer shall be comprised of a minimum of 70% slow-release fertilizer consisting of polymer coating, sulfur coating, or polymer-sulfur coated Nitrogen. As dictated in Exhibit A, three (3) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, four (4) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, and six (6) month blends are those that supply a minimum of .5 pounds of Nitrogen, .25 pounds of Phosphorus and .5 pounds of Potassium per one thousand square feet for the duration of the blend. All applications shall include .5 pounds of Potassium per one thousand square feet regardless of plant type. All blends for turfgrass shall not contain Phosphorus unless dictated by an accredited soil lab test.

All liquid fertilizer applications shall contain a full micro nutrient package containing Fe, Mg, Mn and S. Additional Nitrogen, Phosphorus and Potassium may be included in liquid fertilizer applications. No liquid fertilizer application shall supply no more than .10 pounds of Nitrogen per one thousand square feet.
All fertilizer applications shall be made to not damage or stain adjacent hard surfaces, including homeowner installed items. Contractor shall be held responsible for any damages thereof resulting from any application causing damage to said surfaces.

Turf Weed Control:
Broadleaf and sedge type weeds shall be covered under these specifications. Turf areas shall be treated as warranted with approved pre and post emergent weed control products following all State and Federal regulations and approved for the application site.
Contractor shall respond to work orders for weed control in turf and landscape beds within a two
(2) week window throughout the year.

Insect Control:
Contractor shall provide control for insects damaging turf and ornamentals by using
approved products following all State and Federal regulations and approved for the application site as needed throughout the year. Insect control includes spot treating for fire ant mounds and infestations. Contractor shall respond to work orders for insect control in turf and landscape beds within a two (2) week window throughout the year.

Disease Control:
These specifications do not include preventative measures for fungus and disease. The contractor shall provide treatments to stop or slow the progression of diseases when necessary throughout the year, regardless of plant type

Irrigation Management

Scheduling:
Where applicable, Contractor shall schedule the irrigation in quantities and frequencies consistent with seasonal requirements. Contractor shall schedule the system to operate at night so as to not interfere with daytime use of property and to promote water conservation. Daytime watering to relieve plant stress or to incorporate fertilizer or pesticide applications, where required by the label, federal or state law, is acceptable. Contractor shall schedule the operation to adhere to local watering restrictions when applicable.

Irrigation Inspection:
Contractor shall perform the following services as part of the monthly irrigation inspection:
Activate each irrigation zone of the system.
Visually check for any damages or necessary repairs.
Straighten or adjust irrigation heads and nozzles as necessary.
Adjust the irrigation controller for specific watering requirements according to the season and site conditions.
Provide a written report of the findings.

Damage to the irrigation system:
Contractor shall repair, at no cost, any damage caused by maintenance operations. Contractor shall be held responsible to make any necessary repairs to the control, piping and distribution systems, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.
Drainage Maintenance

Ponds, Intake and Outflow Structures Maintenance
Mowing and edging shall be performed as to keep structures clear of grass, weeds and debris. Inspections shall be done weekly, or more frequent during periods of expected heavy rainfall, to assure grates, pipes and splash pads are clear of debris. Where applicable, aquatic weed and algae management will be performed by third-party contractors paid for by PMMM.

Retention Pond Maintenance
Contractor shall be responsible for maintaining all retention pond slopes and bottoms in accordance with the Southwest Florida Water Management District guidelines presented in the District’s publication “How to Operate & Maintain Your Stormwater Management System”. This includes ensuring that all washouts and any depression smaller than three foot by three foot by three foot (3’ x 3’ x 3’) are repaired in an expedited manner. Depressions larger than 3’ x 3’ x 3’ shall be reported to a PMMM representative within 24 hours of discovery.

Damages

Contractor shall be held liable for any damage, at the Contractor’s sole expense, while performing maintenance duties under their scope of work. Damages include loss of turf, trees or shrubs from improper irrigation management, improper pruning, improper pest control, and improper equipment operation. Contractor shall be held responsible to make any necessary repairs, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.

Community Mindedness

Policing shall be performed on a daily basis for the removal of all trash litter (i.e.: paper, cans, bottles, etc.) to all areas of the property including areas outside of the Contractors scope of work. Additionally, litter control will also be performed throughout the entire community while travelling between property locations.

Contractor shall also report to PMMM any issues observed outside of the Contractors scope of work while performing duties throughout the community. These may include dead trees, improper use of facilities, safety hazards, fallen street signs, equipment or facility issues.

Items not included in this agreement

Acts of God Damage
Damage to the property as a result of Acts of God may include, but are not necessarily limited to: removing blown-over trees, broken limbs, and stumps; removing silt or debris deposited by floods; damage from freezing, hurricanes, or other unusual occurrences will be handled on an individual basis as a pre-approved extra cost. Contractor shall make emergency repairs to prevent further damage, when necessary, without the additional work being pre-approved by PMMM representative.
Specialized equipment, Arborist, and additional labor requested by PMMM will require a pre- approved extra cost.

Tree, Shrub, and Flower Replacement
The loss of trees, shrubs, or flowers not caused by the Contractor may be replaced as an extra charge. It shall be the responsibility of the Contractor to bring such needs to the attention of PMMM.

Arborist Work
Major tree pruning or other Arborist related work shall be an extra cost item requiring prior approval by PMMM. It shall be the responsibility of Contractor to provide estimates for needed work to the attention of PMMM.

Capital Improvements
Work performed over and above the normal maintenance provided in the Agreement, such as excessive earth moving, reconstruction of the property, construction or reconstruction, installation of concrete or asphalt cart paths, driveways and sidewalks, brush clearing, and installation of French drains, including materials for the aforementioned work, shall be an extra cost item requiring prior approval by PMMM. PMMM reserves the right to assign any additional work above and beyond the scope of work within this contract to additional contractor(s).

Fuel Storage
Contractor shall be responsible for providing adequate gasoline and diesel fuel storage facilities if located on the premises and used during the execution of this contract. Gasoline and diesel fuel storage facilities shall conform with all Florida Department of Environmental Protection regulations for such facilities and insured as such.

Specific Areas of Maintenance

Contractor shall be responsible for all areas as outlined in yellow on Exhibit C including all fences, roadways and roadway curbs within work boundaries. Specific boundaries shall be discussed during the initial review of properties to be serviced by Contractor.

Contractual Requirements

Contract Period
The contract period shall be for three (3) years from date contractor starts work on property as outlined in contract. Subsequent yearly extensions shall be proposed by Contractor and shall be approved by PMMM.

Either party may terminate this agreement with or without cause at any time by providing the other party with thirty (30) days prior written notice of termination.

Invoice
On a monthly basis, the PMMM accounting department shall be provided an invoice showing monthly fee and any additional prior approved extras costs with back-up documentation of description of work, materials and charges applied. All pesticide and fertilizer application records
must be submitted simultaneously with invoicing for work performed each monthly contract period in order to qualify for payment.

Such invoice must be submitted within sixty (60) calendar days of completion of the work. In the event that the final invoice is not submitted within the sixty (60) calendar days of completion of the work, PMMM shall have the right to demand, in writing, that the Contractor submit the invoice within five (5) business days from the date such written demand is made. If the Contractor does not comply with such five (5) business day demand, then Contractor shall be in breach of this agreement. Any submitted invoice after this initial sixty-five (65) day submission period shall be null and void and Contractor shall not be entitled to said payment.
PMMM accounting department contact information will be provided in final contract. Contractor Representative
Contractor shall provide an authorized representative to be “on-call” 24 hours per day. A list of
authorized representatives along with contact information shall be provided in writing to PMMM prior to the start of this agreement. In the event of an extended absence (more than 7 days) of the Contractor Representative, contractor will provide sufficient experienced personnel to maintain the integrity of the contract at the cost of the Contractor. Contractor Representative shall meet bi- weekly with PMMM representatives to discuss current issues, work schedules, outstanding work orders and upcoming work.

Contractor Employees and Sub-contractors
All individuals doing business with and for PMMM or On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities will work with integrity. The Contractor’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with your company. PMMM expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.

The revelation of disclosure of confidential information, data on decisions, plans or any other information that might be contrary to the interest of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities, without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.

Any violation of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities expectations will subject the vendor(s), contractor(s) and/or other business enterprises(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact Andrew J. Jorgensen, Director of Community Operations, Parkway Maintenance & Management Marion, LLC.

All Contractor employees and representatives shall be dressed appropriately and professionally and be provided uniforms stating Contractor company name clearly on the front or back of said uniform.
Inspections
A PMMM representative may make periodic, unannounced inspections at any time. The intent of the inspections is to verify contract obligations are being met. Failure to meet contract obligations will be documented in writing and sent to Contractor representative with a thirty (30) day period for improvement. Failure to meet contract obligations will result in contract loss.

Owner’s Right to do Work
If the Contractor fails to expediently meet the specifications within the contract, PMMM may, forty- eight (48) hours after submitting written notice to the Contractor, without prejudice to any other remedy he may have, correct any deficiencies or phases of work in which the Contractor neglected. PMMM shall deduct the cost of any such work done from the payment to the Contractor.

In addition, PMMM reserves the right to complete any work not included in the maintenance contract without additional fees due to Contractor.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Completion of Work Orders
PMMM utilizes a work order system to identify areas of additional work needed. All work orders are issued to the Contractor 24-hours after receipt and shall be completed and closed out within ten (10) business days. PMMM understands that unforeseen circumstances may limit Contractor from fully completing all work orders within said ten (10) business day period and requests frequent and open communication from Contractor as to status for completion. Failure to complete work dictated by said work order within a forty-five (45) day period shall allow PMMM to complete work, with any expenses related to such, deducted from any future payment to Contractor.

Bidder Contact Information
The bidder should indicate the appropriate contact information (street address, phone, fax, e-mail address, and contact name) for contractor representative responsible for said bid.

Insurance Requirements

A brief outline of coverage that should be in force follows. Contractor awarded contract must provide a current Certificate of Insurance that reflects the following:

Workers' Compensation and Employee Liability - This policy must provide statutory Workers’
Compensation coverage in this state. Coverage extension shall include:

$1,000,000 for each accident - Employers' Liability Coverage
$1,000,000 for each employee and aggregate - Disease

Comprehensive General Liability Insurance – Minimum Limits of:

$2,000,000 Each Occurrence
$2,000,000 General Aggregate
$1,000,000 Personal Injury

General Liability, Automobile Liability and Umbrella Liability insurance policies shall name On Top of the World Communities, LLC. and its affiliated entities (OTOW) as Additional Insureds. The general liability, workers compensation, and employer’s liability policies shall contain a waiver of subrogation in favor of OTOW. All policies shall contain a 30-day notice of cancellation for any reason, except 10 days for non-payment of premium.

The Certificate of Insurance shall contain the following language in the Comments Section:

“On Top of the World Communities, LLC, and its affiliated entities (OTOW), their officers, directors, and employees are named as Additional Insureds on the general liability and auto liability policies for liability arising from the provision of products or services to OTOW by the Name Insured. The general liability policy contains Additional Insured Endorsement GC 20101185 or its equivalent. The general liability, workers compensation/employer’s liability policies contain a waiver of subrogation in favor of OTOW, OTOW shall be notified 30 days prior to cancellation or non-renewal of any policy listed, except 10 days for non-payment of premium.”

Comprehensive Automobile Liability – Minimum Limit of $1,000,000 Combined Single Limit for
Bodily Injury and Property Damage. The policy shall include covered auto Symbol “I” – Any Auto.

Safety Requirements

The Contractor agrees that it shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, MSDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200. In conjunction, the Contractor is subject to fines issued by the On Top of the World Safety Director or representative for non-compliance with any of the fore mentioned requirements. At Contractor’s sole cost and expense, shall provide safe and sufficient facilities at all times for inspection of the work by Safety Officer or representative. Contractor shall take all safety measures required by PMMM and the State of Florida safety rules and shall comply with the Federal Occupational Safety and Health Act and any rule made pursuant to it, and all other applicable federal, state and local laws, rules and regulations. Contractor shall ensure that all employees wear fluorescent shirts or vests at all times and use traffic notification devices including signage, traffic cones, and vehicular strobe lighting while working along all major roadways within or outside of the community, when applicable within this contract.
Additional Services Offered

The bidder is requested to provide information regarding any additional services/support that would be offered to PMMM as a separate document to this request for proposal.
Pricing

Bidder will supply pricing in the form of monthly cost, annual cost and total contract cost and any price increases intended during the life of the contract.
Bidder will also state in proposal the amount of fuel surcharge and threshold level per gallon for surcharge to be enacted for both gasoline and diesel fuel.

Exhibit A

Exhibit B: YEAR 2 PRICING

Project Location: Indigo CDD		
Final bids due: April 19, 2024		
Start date: October 1, 2024		
Specifications: see map attached		
Cost per sq. yd/acre	Cost per year	
Zoysia Turf: 546 sq.
yds	
$2,109.99	
Bahia Turf: 79,744 sq. yds	$61,559.11	
Bed Area: 18,662 sq.
yds	
$56,640.85	
Cost per zone	Cost per year	
Irrigation
Maintenance	
$7,861.43	
26 zones controller		
1 Battery Operated		
Cost per Plant	Cost per Year	
Annual Installation 4,000 (4x's/yr)	$26,045.85	

Indigo East Retention Ponds		
Cost per sq. yd/acre	Cost per year	
Tract B-2: 6.26 acres	$8,566.07	
Tract J: 6.18 acres		
Tract H: 2.79 acres		

Total Monthly Cost:	

$13,566.28	
Total Yearly Cost:	$162,783.30	

Please provide a one-time trim price for Viburnum hedge trimming, should the CDD request an additional trim.

$9,455.95
Exhibit C

Exhibit D

BUSINESS ETHICS EXPECTATIONS

The purpose of this document is to affirm On Top of the World Communities, LLC and its Related Entities (herein after referred to as the “Company”) standard of ethical conduct in regards to outside vendors, contractors, other business enterprises.
All individuals doing business with and for the Company will work with integrity. The Company’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment, or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with the Company. The Company expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.
The revelation or disclosure of confidential information, data on decisions, plans, or any other information that might be contrary to the interest of the Company without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.
Any violation of the Company’s Expectations will subject the vendor(s), contractor(s), and/or other business enterprise(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact the General Manager’s office.

Business Ethics Expectations Acknowledgement and Agreement
I acknowledge that I have received a copy of On Top of the World Communities, LLC and its Related Entities Business Ethics Expectations (the “Company”). I have read it thoroughly. I understand that as a vendor, subcontractor, or business enterprise that seeks to conduct business with the Company, I and my business associates must maintain the highest ethical standards in our relationship with the Company and its employees.
In particular, I understand the Expectations as pertains to gifts, favors, entertainment, payments, and potential conflicts of interest developing from a relationship with employees or others.
I agree to abide by the terms and conditions set forth in the On Top of the World Communities, LLC and its Related Entities Business Ethics Expectation document.

Request for Proposal

Landscape Maintenance
Parkway Maintenance & Management Marion, LLC Ocala, Florida

August 21, 2024
SPECIFICATIONS FOR LANDSCAPE MAINTENANCE GENERAL INFORMATION
Parkway Maintenance & Management Marion, LLC (PMMM) is soliciting proposals for Indigo CDD, located within On Top of the World Communities, Ocala, Florida 34481. The purpose of this request for proposal (RFP) is to solicit information from vendors to supply contractual common area landscape maintenance located within an active adult community. You are invited to submit a proposal to provide these services. Your proposal may be presented in the written format of your choice, unless otherwise noted herein.

To be given consideration, please be certain to address the following items in your proposal:

Certify in writing that your company accepts the details of the specifications included in “Exhibit A” of this proposal for common area landscape maintenance and will conform to the performance standards by which the contract award will be conducted. (PMMM reserves the right to include a performance standard clause in the contract to ascertain adherence to the terms of the Specifications.)

The proposer must have a minimum of five (5) years of proven experience in landscape maintenance in Florida, and include the following information in the proposal for at least three (3) previous or existing landscape maintenance contracts;

Name and contact information for the contract administrator
Name and address of the facility in which the contract covered
Dates in which the contract was in force

Submit a plan for landscape maintenance including any proposed benefit to PMMM, any proposed investments to landscapes by the proposer, and/or any expectations, financial or otherwise, from PMMM to the proposer. The plan should also address staffing, customer service, environmental sustainability and list of equipment to be utilized.

Identify any operational areas you intend to use subcontractors and the services and roles that each subcontractor would assume.

Contractor shall provide proof of valid licenses and permits necessary to operate the business and provide copies of licenses and permits to PMMM within the proposal.

PERFORMANCE STANDARDS

Contractor shall provide all labor, materials, services, tools and equipment necessary to fulfill the contract. Contractor shall supply only trained and experienced personnel to perform the work.

Contractor will supply a full-time, experienced Landscape Manager assigned strictly to said property that will be on-call 24 hours per day.

Contractor shall review all property to be serviced with bid coordinator assigned by PMMM prior to beginning the job.
Contractor shall provide proof of insurance covering liability, property damage, workers compensation, and auto insurance as outlined in specifications.

Contractor shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, SDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200.

Contractor shall be responsible to see that all material, debris, and waste is disposed of in accordance with all federal, state, county and environmental regulations with proof of disposal available to PMMM.

Contractor shall be responsible for following all guidelines stated within the University of Florida IFAS Green Industry Best Management Practices handbook. Contractor shall have a minimum of one (1) staff member assigned to this property that is certified in the University of Florida IFAS Green Industry Best Management Practices.

Contractor shall be responsible to see that all fuel, fertilizer and pesticides are stored, handled and applied in accordance to all federal, state, county and environmental regulations and in accordance to PMMM specifications.

Contractor agrees not to assign or sub-contract any portion of the job without written approval from PMMM.

Contractor and its employees will respect and safeguard property of all residents.

Contractor and employees will treat residents with professionalism, courtesy and respect at all times and will not seek for themselves any gifts, favors, payments or special consideration(s).

INSTRUCTIONS, CONDITIONS AND NOTICE TO OFFERS

The bidder shall quote its most favorable terms, as the contract may be awarded without discussion of the proposals received.

Bids should include an ENDORSEMENT OF PERFORMANCE AGREEMENT that work will conform to stated standards, OSHA requirements and agree to uniform compliance with all these performance requirements provided by PMMM.

A contract(s) awarded as a result of this RFP will commence on October 1, 2024 and terminate on October 31, 2027.

Further details regarding this RFP shall be directed to Andrew J. Jorgensen, CGCS, Parkway Maintenance & Management Marion, LLC at andy_jorgensen@otowfl.com or 352-237-9564. Visiting property for review of site conditions and scope of work will be scheduled by appointment only.

Proposals must be submitted to:
ATTN: Jodi McKnight
Parkway Maintenance & Management Marion, LLC Building 107
10881 SW 94th Street Road Ocala, FL 34481

Or via email to: jodi_mcknight@colenbuilt.net
Proposals are due by close of business on 9/6/2024. Proposal should include rate sheet breaking down bid by monthly, annual and total contract terms and must reflect any intended price increases during contract period.

PMMM reserves the right, within its sole, absolute and unfettered discretion to reject any and all bids or responses to the RFP. This includes but is not limited to, those received after the deadline set forth above, or those that are believed to not be in the best interest of PMMM whether the bidder is unqualified, of doubtful financial ability, or lowest bidder.
PMMM may award the contract to that business or entity without explanation or notice. Therefore, all respondents should quote their most favorable terms.

This RFP does not represent a commitment by PMMM to do business with any respondent. Nothing set forth in this RFP is binding on PMMM. All terms and conditions related to the Services contemplated by this RFP shall be set forth in the Contract to be executed by PMMM and the selected Respondent. PMMM may, in its sole, absolute and unfettered discretion, elect not to award a Contract pursuant to this RFP or to award to more than one vendor.
“Exhibit A” to the Request for Proposal for Landscape Maintenance Technical Contract Specifications
Scope of Work

Landscape Maintenance

Mowing:
Lawns shall be mowed weekly during the active growing season and as needed during the
non-growing season as referenced in Exhibit A. Alterations of the mowing schedule due to site conditions such as dry or saturated turf will dictate the mowing operations, and must be approved by a PMMM authorized representative. Turf will be cut with rotary mowers in order to maintain a uniform height of cut. Height of cut shall be within the recommended range dictated in the UF/IFAS Green Industries Best Management Practices handbook as shown in the graphic below. Contractor shall leave clippings in the lawn as long as no visible clumps or excessive debris remain.

Trimming:
All fixed objects shall be trimmed in order to maintain a neat appearance. Turf shall be string trimmed to match the height as determined by the mowers. Turf adjacent to all bodies of water shall be mowed or string trimmed to the water’s edge during each mowing operation.

Edging:
All hardscape objects shall be edged on a routine basis as referenced in Exhibit A. All landscape beds shall be edged on a routine basis as referenced in Exhibit A. All debris generated from each of these processes shall be removed on the same day the process is completed.

Blowing:
As part of each maintenance cycle, all debris generated from our work, shall be removed
from sidewalks, roadways, paved areas, monuments, and markers on days of service. Additional blowing to maintain sidewalks, driveways and patios free of debris shall be performed as needed
on a bi-weekly schedule when mowing is reduced to one (1) event per month in the slow growing season.

Weed Control:
Contractor shall keep beds free of broadleaf or grassy weeds using an approved selective or non- selective herbicide labeled for the area being treated.

Groundcovers:
Groundcover shall be edged in order to keep it within the bounds of its intended area.

Pruning:
Shrubs shall be pruned only as necessary to create a natural appearance, to maintain the
desired shape, and to remove damage or diseased wood. Frequency of trimming shall be every six
(6) weeks up to nine (9) times per year. Larger hedge rows (i.e. Viburnum Odoratissimum) that are not part of a residential landscape and intended to act as a buffer hedge between adjacent common areas, shall be completely trimmed (sides included) once annually to a height no taller than twelve (12) feet. Additional plant varieties may also fall in this category where specific tree type shrubs are installed in parking lot islands.

Trees:
Height limitation for tree pruning included within the scope of this agreement is fifteen (15) feet. The lower branches on trees up to fifteen (15) feet shall only be raised to provide clearance for pedestrians, vehicles, buildings, shrubs, or to improve visibility. Tree pruning in excess of fifteen (15) feet in height will only be performed with prior written approval from PMMM. This pruning does not cover any type of interior pruning on the canopies such as thinning, deadwood, or crown reduction. Pruning shall be performed on an as needed basis.

Tree stakes and ties are to be inspected monthly for correct installation and placement. When trees are stable enough and have developed caliper to stand alone, stakes and ties shall be removed by Contractor. Trees staked (without ties) for protection from damage may remain staked an additional period of time.

A 5’ (five foot) radius circle around the base of trees shall be free of weeds and turf and shall be maintained by the use of a legally approved herbicide. Stakes or guy wires shall be treated in the same manner as the base of trees described above.

Trees located in natural tree preserve area shall be left in a natural state unless dead wood is present. Contractor shall remove any fallen dead wood and report dead or dying trees to a PMMM representative immediately.

Perennial/Annual Color Beds
Perennial/Annual color beds shall be maintained to show a colorful appearance at all times. Beds are to be kept free of weeds and spent flowers.
Annual color beds shall be replaced a minimum of four (4) times annually to ensure vibrant color and growth with plant material suitable for the season. Soil amendments shall be added at the time of replacement. Soil amendments such as organic peat or an approved planting mixture shall be
tilled in at the time of installation. Perennial/Annual color beds shall be fertilized when soil amendments are added. Osmocote or a similar product may be used. Beds may need to have additional liquid applications of fertilizer added to them if plant material warrants.

Mulch
Mulch is excluded from this contract. Contractor shall maintain all mulch installed to ensure no loss, other than natural degradation, occurs.

Debris and Storm Cleanup:
Excess debris in the landscape area shall be removed on the days of service. All debris, generated from our work, shall be removed from sidewalks, roadways and paved areas on
the days of service. This excludes heavy leaf fall pickup. Contractor is not responsible or removal
of excessive storm debris or fallen tree litter greater than 4” in diameter.

Horticulture Management

Fertilizer and Pesticide Application Records
All fertilizer and pesticide applications records shall be reported to PMMM at the time of monthly invoicing. Records shall show product and rate applied, date of application, applicator name and location of application.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Fertilization:
Turf and ornamentals shall be fertilized with approved commercial grade fertilizer. The number of applications will be based on plant types and requirements as dictated in Exhibit A.

All granular fertilizer shall be comprised of a minimum of 70% slow-release fertilizer consisting of polymer coating, sulfur coating, or polymer-sulfur coated Nitrogen. As dictated in Exhibit A, three (3) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, four (4) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, and six (6) month blends are those that supply a minimum of .5 pounds of Nitrogen, .25 pounds of Phosphorus and .5 pounds of Potassium per one thousand square feet for the duration of the blend. All applications shall include .5 pounds of Potassium per one thousand square feet regardless of plant type. All blends for turfgrass shall not contain Phosphorus unless dictated by an accredited soil lab test.

All liquid fertilizer applications shall contain a full micro nutrient package containing Fe, Mg, Mn and S. Additional Nitrogen, Phosphorus and Potassium may be included in liquid fertilizer applications. No liquid fertilizer application shall supply no more than .10 pounds of Nitrogen per one thousand square feet.
All fertilizer applications shall be made to not damage or stain adjacent hard surfaces, including homeowner installed items. Contractor shall be held responsible for any damages thereof resulting from any application causing damage to said surfaces.

Turf Weed Control:
Broadleaf and sedge type weeds shall be covered under these specifications. Turf areas shall be treated as warranted with approved pre and post emergent weed control products following all State and Federal regulations and approved for the application site.
Contractor shall respond to work orders for weed control in turf and landscape beds within a two
(2) week window throughout the year.

Insect Control:
Contractor shall provide control for insects damaging turf and ornamentals by using
approved products following all State and Federal regulations and approved for the application site as needed throughout the year. Insect control includes spot treating for fire ant mounds and infestations. Contractor shall respond to work orders for insect control in turf and landscape beds within a two (2) week window throughout the year.

Disease Control:
These specifications do not include preventative measures for fungus and disease. The contractor shall provide treatments to stop or slow the progression of diseases when necessary throughout the year, regardless of plant type

Irrigation Management

Scheduling:
Where applicable, Contractor shall schedule the irrigation in quantities and frequencies consistent with seasonal requirements. Contractor shall schedule the system to operate at night so as to not interfere with daytime use of property and to promote water conservation. Daytime watering to relieve plant stress or to incorporate fertilizer or pesticide applications, where required by the label, federal or state law, is acceptable. Contractor shall schedule the operation to adhere to local watering restrictions when applicable.

Irrigation Inspection:
Contractor shall perform the following services as part of the monthly irrigation inspection:
Activate each irrigation zone of the system.
Visually check for any damages or necessary repairs.
Straighten or adjust irrigation heads and nozzles as necessary.
Adjust the irrigation controller for specific watering requirements according to the season and site conditions.
Provide a written report of the findings.

Damage to the irrigation system:
Contractor shall repair, at no cost, any damage caused by maintenance operations. Contractor shall be held responsible to make any necessary repairs to the control, piping and distribution systems, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.
Drainage Maintenance

Ponds, Intake and Outflow Structures Maintenance
Mowing and edging shall be performed as to keep structures clear of grass, weeds and debris. Inspections shall be done weekly, or more frequent during periods of expected heavy rainfall, to assure grates, pipes and splash pads are clear of debris. Where applicable, aquatic weed and algae management will be performed by third-party contractors paid for by PMMM.

Retention Pond Maintenance
Contractor shall be responsible for maintaining all retention pond slopes and bottoms in accordance with the Southwest Florida Water Management District guidelines presented in the District’s publication “How to Operate & Maintain Your Stormwater Management System”. This includes ensuring that all washouts and any depression smaller than three foot by three foot by three foot (3’ x 3’ x 3’) are repaired in an expedited manner. Depressions larger than 3’ x 3’ x 3’ shall be reported to a PMMM representative within 24 hours of discovery.

Damages

Contractor shall be held liable for any damage, at the Contractor’s sole expense, while performing maintenance duties under their scope of work. Damages include loss of turf, trees or shrubs from improper irrigation management, improper pruning, improper pest control, and improper equipment operation. Contractor shall be held responsible to make any necessary repairs, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.

Community Mindedness

Policing shall be performed on a daily basis for the removal of all trash litter (i.e.: paper, cans, bottles, etc.) to all areas of the property including areas outside of the Contractors scope of work. Additionally, litter control will also be performed throughout the entire community while travelling between property locations.

Contractor shall also report to PMMM any issues observed outside of the Contractors scope of work while performing duties throughout the community. These may include dead trees, improper use of facilities, safety hazards, fallen street signs, equipment or facility issues.

Items not included in this agreement

Acts of God Damage
Damage to the property as a result of Acts of God may include, but are not necessarily limited to: removing blown-over trees, broken limbs, and stumps; removing silt or debris deposited by floods; damage from freezing, hurricanes, or other unusual occurrences will be handled on an individual basis as a pre-approved extra cost. Contractor shall make emergency repairs to prevent further damage, when necessary, without the additional work being pre-approved by PMMM representative.
Specialized equipment, Arborist, and additional labor requested by PMMM will require a pre- approved extra cost.

Tree, Shrub, and Flower Replacement
The loss of trees, shrubs, or flowers not caused by the Contractor may be replaced as an extra charge. It shall be the responsibility of the Contractor to bring such needs to the attention of PMMM.

Arborist Work
Major tree pruning or other Arborist related work shall be an extra cost item requiring prior approval by PMMM. It shall be the responsibility of Contractor to provide estimates for needed work to the attention of PMMM.

Capital Improvements
Work performed over and above the normal maintenance provided in the Agreement, such as excessive earth moving, reconstruction of the property, construction or reconstruction, installation of concrete or asphalt cart paths, driveways and sidewalks, brush clearing, and installation of French drains, including materials for the aforementioned work, shall be an extra cost item requiring prior approval by PMMM. PMMM reserves the right to assign any additional work above and beyond the scope of work within this contract to additional contractor(s).

Fuel Storage
Contractor shall be responsible for providing adequate gasoline and diesel fuel storage facilities if located on the premises and used during the execution of this contract. Gasoline and diesel fuel storage facilities shall conform with all Florida Department of Environmental Protection regulations for such facilities and insured as such.

Specific Areas of Maintenance

Contractor shall be responsible for all areas as outlined in yellow on Exhibit C including all fences, roadways and roadway curbs within work boundaries. Specific boundaries shall be discussed during the initial review of properties to be serviced by Contractor.

Contractual Requirements

Contract Period
The contract period shall be for three (3) years from date contractor starts work on property as outlined in contract. Subsequent yearly extensions shall be proposed by Contractor and shall be approved by PMMM.

Either party may terminate this agreement with or without cause at any time by providing the other party with thirty (30) days prior written notice of termination.

Invoice
On a monthly basis, the PMMM accounting department shall be provided an invoice showing monthly fee and any additional prior approved extras costs with back-up documentation of description of work, materials and charges applied. All pesticide and fertilizer application records
must be submitted simultaneously with invoicing for work performed each monthly contract period in order to qualify for payment.

Such invoice must be submitted within sixty (60) calendar days of completion of the work. In the event that the final invoice is not submitted within the sixty (60) calendar days of completion of the work, PMMM shall have the right to demand, in writing, that the Contractor submit the invoice within five (5) business days from the date such written demand is made. If the Contractor does not comply with such five (5) business day demand, then Contractor shall be in breach of this agreement. Any submitted invoice after this initial sixty-five (65) day submission period shall be null and void and Contractor shall not be entitled to said payment.
PMMM accounting department contact information will be provided in final contract. Contractor Representative
Contractor shall provide an authorized representative to be “on-call” 24 hours per day. A list of
authorized representatives along with contact information shall be provided in writing to PMMM prior to the start of this agreement. In the event of an extended absence (more than 7 days) of the Contractor Representative, contractor will provide sufficient experienced personnel to maintain the integrity of the contract at the cost of the Contractor. Contractor Representative shall meet bi- weekly with PMMM representatives to discuss current issues, work schedules, outstanding work orders and upcoming work.

Contractor Employees and Sub-contractors
All individuals doing business with and for PMMM or On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities will work with integrity. The Contractor’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with your company. PMMM expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.

The revelation of disclosure of confidential information, data on decisions, plans or any other information that might be contrary to the interest of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities, without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.

Any violation of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities expectations will subject the vendor(s), contractor(s) and/or other business enterprises(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact Andrew J. Jorgensen, Director of Community Operations, Parkway Maintenance & Management Marion, LLC.

All Contractor employees and representatives shall be dressed appropriately and professionally and be provided uniforms stating Contractor company name clearly on the front or back of said uniform.
Inspections
A PMMM representative may make periodic, unannounced inspections at any time. The intent of the inspections is to verify contract obligations are being met. Failure to meet contract obligations will be documented in writing and sent to Contractor representative with a thirty (30) day period for improvement. Failure to meet contract obligations will result in contract loss.

Owner’s Right to do Work
If the Contractor fails to expediently meet the specifications within the contract, PMMM may, forty- eight (48) hours after submitting written notice to the Contractor, without prejudice to any other remedy he may have, correct any deficiencies or phases of work in which the Contractor neglected. PMMM shall deduct the cost of any such work done from the payment to the Contractor.

In addition, PMMM reserves the right to complete any work not included in the maintenance contract without additional fees due to Contractor.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Completion of Work Orders
PMMM utilizes a work order system to identify areas of additional work needed. All work orders are issued to the Contractor 24-hours after receipt and shall be completed and closed out within ten (10) business days. PMMM understands that unforeseen circumstances may limit Contractor from fully completing all work orders within said ten (10) business day period and requests frequent and open communication from Contractor as to status for completion. Failure to complete work dictated by said work order within a forty-five (45) day period shall allow PMMM to complete work, with any expenses related to such, deducted from any future payment to Contractor.

Bidder Contact Information
The bidder should indicate the appropriate contact information (street address, phone, fax, e-mail address, and contact name) for contractor representative responsible for said bid.

Insurance Requirements

A brief outline of coverage that should be in force follows. Contractor awarded contract must provide a current Certificate of Insurance that reflects the following:

Workers' Compensation and Employee Liability - This policy must provide statutory Workers’
Compensation coverage in this state. Coverage extension shall include:

$1,000,000 for each accident - Employers' Liability Coverage
$1,000,000 for each employee and aggregate - Disease

Comprehensive General Liability Insurance – Minimum Limits of:

$2,000,000 Each Occurrence
$2,000,000 General Aggregate
$1,000,000 Personal Injury

General Liability, Automobile Liability and Umbrella Liability insurance policies shall name On Top of the World Communities, LLC. and its affiliated entities (OTOW) as Additional Insureds. The general liability, workers compensation, and employer’s liability policies shall contain a waiver of subrogation in favor of OTOW. All policies shall contain a 30-day notice of cancellation for any reason, except 10 days for non-payment of premium.

The Certificate of Insurance shall contain the following language in the Comments Section:

“On Top of the World Communities, LLC, and its affiliated entities (OTOW), their officers, directors, and employees are named as Additional Insureds on the general liability and auto liability policies for liability arising from the provision of products or services to OTOW by the Name Insured. The general liability policy contains Additional Insured Endorsement GC 20101185 or its equivalent. The general liability, workers compensation/employer’s liability policies contain a waiver of subrogation in favor of OTOW, OTOW shall be notified 30 days prior to cancellation or non-renewal of any policy listed, except 10 days for non-payment of premium.”

Comprehensive Automobile Liability – Minimum Limit of $1,000,000 Combined Single Limit for
Bodily Injury and Property Damage. The policy shall include covered auto Symbol “I” – Any Auto.

Safety Requirements

The Contractor agrees that it shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, MSDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200. In conjunction, the Contractor is subject to fines issued by the On Top of the World Safety Director or representative for non-compliance with any of the fore mentioned requirements. At Contractor’s sole cost and expense, shall provide safe and sufficient facilities at all times for inspection of the work by Safety Officer or representative. Contractor shall take all safety measures required by PMMM and the State of Florida safety rules and shall comply with the Federal Occupational Safety and Health Act and any rule made pursuant to it, and all other applicable federal, state and local laws, rules and regulations. Contractor shall ensure that all employees wear fluorescent shirts or vests at all times and use traffic notification devices including signage, traffic cones, and vehicular strobe lighting while working along all major roadways within or outside of the community, when applicable within this contract.
Additional Services Offered

The bidder is requested to provide information regarding any additional services/support that would be offered to PMMM as a separate document to this request for proposal.
Pricing

Bidder will supply pricing in the form of monthly cost, annual cost and total contract cost and any price increases intended during the life of the contract.
Bidder will also state in proposal the amount of fuel surcharge and threshold level per gallon for surcharge to be enacted for both gasoline and diesel fuel.

Exhibit A

Exhibit B: YEAR 3 PRICING

Project Location: Indigo CDD		
Final bids due: April 19, 2024		
Start date: October 1, 2024		
Specifications: see map attached		
Cost per sq. yd/acre	Cost per year	
Zoysia Turf: 546 sq.
yds	
$2,186.52	
Bahia Turf: 79,744 sq. yds	$63,791.82	
Bed Area: 18,662 sq.
yds	
$58,695.18	
Cost per zone	Cost per year	
Irrigation
Maintenance	
$8,146.56	
26 zones controller		
1 Battery Operated		
Cost per Plant	Cost per Year	
Annual Installation 4,000 (4x's/yr)	$26,990.52	

Indigo East Retention Ponds		
Cost per sq. yd/acre	Cost per year	
Tract B-2: 6.26 acres	$8,876.76	
Tract J: 6.18 acres		
Tract H: 2.79 acres		

Total Monthly Cost:	

$14,057.28	
Total Yearly Cost:	$168,687.40	

Please provide a one-time trim price for Viburnum hedge trimming, should the CDD request an additional trim.

$9,798.91
Exhibit C

Exhibit D

BUSINESS ETHICS EXPECTATIONS

The purpose of this document is to affirm On Top of the World Communities, LLC and its Related Entities (herein after referred to as the “Company”) standard of ethical conduct in regards to outside vendors, contractors, other business enterprises.
All individuals doing business with and for the Company will work with integrity. The Company’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment, or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with the Company. The Company expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.
The revelation or disclosure of confidential information, data on decisions, plans, or any other information that might be contrary to the interest of the Company without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.
Any violation of the Company’s Expectations will subject the vendor(s), contractor(s), and/or other business enterprise(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact the General Manager’s office.

Business Ethics Expectations Acknowledgement and Agreement
I acknowledge that I have received a copy of On Top of the World Communities, LLC and its Related Entities Business Ethics Expectations (the “Company”). I have read it thoroughly. I understand that as a vendor, subcontractor, or business enterprise that seeks to conduct business with the Company, I and my business associates must maintain the highest ethical standards in our relationship with the Company and its employees.
In particular, I understand the Expectations as pertains to gifts, favors, entertainment, payments, and potential conflicts of interest developing from a relationship with employees or others.
I agree to abide by the terms and conditions set forth in the On Top of the World Communities, LLC and its Related Entities Business Ethics Expectation document.

Request for Proposal

Landscape Maintenance
Parkway Maintenance & Management Marion, LLC Ocala, Florida

August 21, 2024
SPECIFICATIONS FOR LANDSCAPE MAINTENANCE GENERAL INFORMATION
Parkway Maintenance & Management Marion, LLC (PMMM) is soliciting proposals for Indigo CDD, located within On Top of the World Communities, Ocala, Florida 34481. The purpose of this request for proposal (RFP) is to solicit information from vendors to supply contractual common area landscape maintenance located within an active adult community. You are invited to submit a proposal to provide these services. Your proposal may be presented in the written format of your choice, unless otherwise noted herein.

To be given consideration, please be certain to address the following items in your proposal:

Certify in writing that your company accepts the details of the specifications included in “Exhibit A” of this proposal for common area landscape maintenance and will conform to the performance standards by which the contract award will be conducted. (PMMM reserves the right to include a performance standard clause in the contract to ascertain adherence to the terms of the Specifications.)

The proposer must have a minimum of five (5) years of proven experience in landscape maintenance in Florida, and include the following information in the proposal for at least three (3) previous or existing landscape maintenance contracts;

Name and contact information for the contract administrator
Name and address of the facility in which the contract covered
Dates in which the contract was in force

Submit a plan for landscape maintenance including any proposed benefit to PMMM, any proposed investments to landscapes by the proposer, and/or any expectations, financial or otherwise, from PMMM to the proposer. The plan should also address staffing, customer service, environmental sustainability and list of equipment to be utilized.

Identify any operational areas you intend to use subcontractors and the services and roles that each subcontractor would assume.

Contractor shall provide proof of valid licenses and permits necessary to operate the business and provide copies of licenses and permits to PMMM within the proposal.

PERFORMANCE STANDARDS

Contractor shall provide all labor, materials, services, tools and equipment necessary to fulfill the contract. Contractor shall supply only trained and experienced personnel to perform the work.

Contractor will supply a full-time, experienced Landscape Manager assigned strictly to said property that will be on-call 24 hours per day.

Contractor shall review all property to be serviced with bid coordinator assigned by PMMM prior to beginning the job.
Contractor shall provide proof of insurance covering liability, property damage, workers compensation, and auto insurance as outlined in specifications.

Contractor shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, SDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200.

Contractor shall be responsible to see that all material, debris, and waste is disposed of in accordance with all federal, state, county and environmental regulations with proof of disposal available to PMMM.

Contractor shall be responsible for following all guidelines stated within the University of Florida IFAS Green Industry Best Management Practices handbook. Contractor shall have a minimum of one (1) staff member assigned to this property that is certified in the University of Florida IFAS Green Industry Best Management Practices.

Contractor shall be responsible to see that all fuel, fertilizer and pesticides are stored, handled and applied in accordance to all federal, state, county and environmental regulations and in accordance to PMMM specifications.

Contractor agrees not to assign or sub-contract any portion of the job without written approval from PMMM.

Contractor and its employees will respect and safeguard property of all residents.

Contractor and employees will treat residents with professionalism, courtesy and respect at all times and will not seek for themselves any gifts, favors, payments or special consideration(s).

INSTRUCTIONS, CONDITIONS AND NOTICE TO OFFERS

The bidder shall quote its most favorable terms, as the contract may be awarded without discussion of the proposals received.

Bids should include an ENDORSEMENT OF PERFORMANCE AGREEMENT that work will conform to stated standards, OSHA requirements and agree to uniform compliance with all these performance requirements provided by PMMM.

A contract(s) awarded as a result of this RFP will commence on October 1, 2024 and terminate on October 31, 2027.

Further details regarding this RFP shall be directed to Andrew J. Jorgensen, CGCS, Parkway Maintenance & Management Marion, LLC at andy_jorgensen@otowfl.com or 352-237-9564. Visiting property for review of site conditions and scope of work will be scheduled by appointment only.

Proposals must be submitted to:
ATTN: Jodi McKnight
Parkway Maintenance & Management Marion, LLC Building 107
10881 SW 94th Street Road Ocala, FL 34481

Or via email to: jodi_mcknight@colenbuilt.net
Proposals are due by close of business on 9/6/2024. Proposal should include rate sheet breaking down bid by monthly, annual and total contract terms and must reflect any intended price increases during contract period.

PMMM reserves the right, within its sole, absolute and unfettered discretion to reject any and all bids or responses to the RFP. This includes but is not limited to, those received after the deadline set forth above, or those that are believed to not be in the best interest of PMMM whether the bidder is unqualified, of doubtful financial ability, or lowest bidder.
PMMM may award the contract to that business or entity without explanation or notice. Therefore, all respondents should quote their most favorable terms.

This RFP does not represent a commitment by PMMM to do business with any respondent. Nothing set forth in this RFP is binding on PMMM. All terms and conditions related to the Services contemplated by this RFP shall be set forth in the Contract to be executed by PMMM and the selected Respondent. PMMM may, in its sole, absolute and unfettered discretion, elect not to award a Contract pursuant to this RFP or to award to more than one vendor.
“Exhibit A” to the Request for Proposal for Landscape Maintenance Technical Contract Specifications
Scope of Work

Landscape Maintenance

Mowing:
Lawns shall be mowed weekly during the active growing season and as needed during the
non-growing season as referenced in Exhibit A. Alterations of the mowing schedule due to site conditions such as dry or saturated turf will dictate the mowing operations, and must be approved by a PMMM authorized representative. Turf will be cut with rotary mowers in order to maintain a uniform height of cut. Height of cut shall be within the recommended range dictated in the UF/IFAS Green Industries Best Management Practices handbook as shown in the graphic below. Contractor shall leave clippings in the lawn as long as no visible clumps or excessive debris remain.

Trimming:
All fixed objects shall be trimmed in order to maintain a neat appearance. Turf shall be string trimmed to match the height as determined by the mowers. Turf adjacent to all bodies of water shall be mowed or string trimmed to the water’s edge during each mowing operation.

Edging:
All hardscape objects shall be edged on a routine basis as referenced in Exhibit A. All landscape beds shall be edged on a routine basis as referenced in Exhibit A. All debris generated from each of these processes shall be removed on the same day the process is completed.

Blowing:
As part of each maintenance cycle, all debris generated from our work, shall be removed
from sidewalks, roadways, paved areas, monuments, and markers on days of service. Additional blowing to maintain sidewalks, driveways and patios free of debris shall be performed as needed
on a bi-weekly schedule when mowing is reduced to one (1) event per month in the slow growing season.

Weed Control:
Contractor shall keep beds free of broadleaf or grassy weeds using an approved selective or non- selective herbicide labeled for the area being treated.

Groundcovers:
Groundcover shall be edged in order to keep it within the bounds of its intended area.

Pruning:
Shrubs shall be pruned only as necessary to create a natural appearance, to maintain the
desired shape, and to remove damage or diseased wood. Frequency of trimming shall be every six
(6) weeks up to nine (9) times per year. Larger hedge rows (i.e. Viburnum Odoratissimum) that are not part of a residential landscape and intended to act as a buffer hedge between adjacent common areas, shall be completely trimmed (sides included) once annually to a height no taller than twelve (12) feet. Additional plant varieties may also fall in this category where specific tree type shrubs are installed in parking lot islands.

Trees:
Height limitation for tree pruning included within the scope of this agreement is fifteen (15) feet. The lower branches on trees up to fifteen (15) feet shall only be raised to provide clearance for pedestrians, vehicles, buildings, shrubs, or to improve visibility. Tree pruning in excess of fifteen (15) feet in height will only be performed with prior written approval from PMMM. This pruning does not cover any type of interior pruning on the canopies such as thinning, deadwood, or crown reduction. Pruning shall be performed on an as needed basis.

Tree stakes and ties are to be inspected monthly for correct installation and placement. When trees are stable enough and have developed caliper to stand alone, stakes and ties shall be removed by Contractor. Trees staked (without ties) for protection from damage may remain staked an additional period of time.

A 5’ (five foot) radius circle around the base of trees shall be free of weeds and turf and shall be maintained by the use of a legally approved herbicide. Stakes or guy wires shall be treated in the same manner as the base of trees described above.

Trees located in natural tree preserve area shall be left in a natural state unless dead wood is present. Contractor shall remove any fallen dead wood and report dead or dying trees to a PMMM representative immediately.

Perennial/Annual Color Beds
Perennial/Annual color beds shall be maintained to show a colorful appearance at all times. Beds are to be kept free of weeds and spent flowers.
Annual color beds shall be replaced a minimum of four (4) times annually to ensure vibrant color and growth with plant material suitable for the season. Soil amendments shall be added at the time of replacement. Soil amendments such as organic peat or an approved planting mixture shall be
tilled in at the time of installation. Perennial/Annual color beds shall be fertilized when soil amendments are added. Osmocote or a similar product may be used. Beds may need to have additional liquid applications of fertilizer added to them if plant material warrants.

Mulch
Mulch is excluded from this contract. Contractor shall maintain all mulch installed to ensure no loss, other than natural degradation, occurs.

Debris and Storm Cleanup:
Excess debris in the landscape area shall be removed on the days of service. All debris, generated from our work, shall be removed from sidewalks, roadways and paved areas on
the days of service. This excludes heavy leaf fall pickup. Contractor is not responsible or removal
of excessive storm debris or fallen tree litter greater than 4” in diameter.

Horticulture Management

Fertilizer and Pesticide Application Records
All fertilizer and pesticide applications records shall be reported to PMMM at the time of monthly invoicing. Records shall show product and rate applied, date of application, applicator name and location of application.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Fertilization:
Turf and ornamentals shall be fertilized with approved commercial grade fertilizer. The number of applications will be based on plant types and requirements as dictated in Exhibit A.

All granular fertilizer shall be comprised of a minimum of 70% slow-release fertilizer consisting of polymer coating, sulfur coating, or polymer-sulfur coated Nitrogen. As dictated in Exhibit A, three (3) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, four (4) month blends are those that supply a minimum of 1 pound of Nitrogen per one thousand square feet for the duration of the blend, and six (6) month blends are those that supply a minimum of .5 pounds of Nitrogen, .25 pounds of Phosphorus and .5 pounds of Potassium per one thousand square feet for the duration of the blend. All applications shall include .5 pounds of Potassium per one thousand square feet regardless of plant type. All blends for turfgrass shall not contain Phosphorus unless dictated by an accredited soil lab test.

All liquid fertilizer applications shall contain a full micro nutrient package containing Fe, Mg, Mn and S. Additional Nitrogen, Phosphorus and Potassium may be included in liquid fertilizer applications. No liquid fertilizer application shall supply no more than .10 pounds of Nitrogen per one thousand square feet.
All fertilizer applications shall be made to not damage or stain adjacent hard surfaces, including homeowner installed items. Contractor shall be held responsible for any damages thereof resulting from any application causing damage to said surfaces.

Turf Weed Control:
Broadleaf and sedge type weeds shall be covered under these specifications. Turf areas shall be treated as warranted with approved pre and post emergent weed control products following all State and Federal regulations and approved for the application site.
Contractor shall respond to work orders for weed control in turf and landscape beds within a two
(2) week window throughout the year.

Insect Control:
Contractor shall provide control for insects damaging turf and ornamentals by using
approved products following all State and Federal regulations and approved for the application site as needed throughout the year. Insect control includes spot treating for fire ant mounds and infestations. Contractor shall respond to work orders for insect control in turf and landscape beds within a two (2) week window throughout the year.

Disease Control:
These specifications do not include preventative measures for fungus and disease. The contractor shall provide treatments to stop or slow the progression of diseases when necessary throughout the year, regardless of plant type

Irrigation Management

Scheduling:
Where applicable, Contractor shall schedule the irrigation in quantities and frequencies consistent with seasonal requirements. Contractor shall schedule the system to operate at night so as to not interfere with daytime use of property and to promote water conservation. Daytime watering to relieve plant stress or to incorporate fertilizer or pesticide applications, where required by the label, federal or state law, is acceptable. Contractor shall schedule the operation to adhere to local watering restrictions when applicable.

Irrigation Inspection:
Contractor shall perform the following services as part of the monthly irrigation inspection:
Activate each irrigation zone of the system.
Visually check for any damages or necessary repairs.
Straighten or adjust irrigation heads and nozzles as necessary.
Adjust the irrigation controller for specific watering requirements according to the season and site conditions.
Provide a written report of the findings.

Damage to the irrigation system:
Contractor shall repair, at no cost, any damage caused by maintenance operations. Contractor shall be held responsible to make any necessary repairs to the control, piping and distribution systems, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.
Drainage Maintenance

Ponds, Intake and Outflow Structures Maintenance
Mowing and edging shall be performed as to keep structures clear of grass, weeds and debris. Inspections shall be done weekly, or more frequent during periods of expected heavy rainfall, to assure grates, pipes and splash pads are clear of debris. Where applicable, aquatic weed and algae management will be performed by third-party contractors paid for by PMMM.

Retention Pond Maintenance
Contractor shall be responsible for maintaining all retention pond slopes and bottoms in accordance with the Southwest Florida Water Management District guidelines presented in the District’s publication “How to Operate & Maintain Your Stormwater Management System”. This includes ensuring that all washouts and any depression smaller than three foot by three foot by three foot (3’ x 3’ x 3’) are repaired in an expedited manner. Depressions larger than 3’ x 3’ x 3’ shall be reported to a PMMM representative within 24 hours of discovery.

Damages

Contractor shall be held liable for any damage, at the Contractor’s sole expense, while performing maintenance duties under their scope of work. Damages include loss of turf, trees or shrubs from improper irrigation management, improper pruning, improper pest control, and improper equipment operation. Contractor shall be held responsible to make any necessary repairs, with prior PMMM approval, for damages within their area of responsibility resulting from faulty equipment, lightning, construction work, vandalism, pre-existing conditions, freezes, or acts of God, but shall not be held liable for expenses associated with repairing said damage.

Community Mindedness

Policing shall be performed on a daily basis for the removal of all trash litter (i.e.: paper, cans, bottles, etc.) to all areas of the property including areas outside of the Contractors scope of work. Additionally, litter control will also be performed throughout the entire community while travelling between property locations.

Contractor shall also report to PMMM any issues observed outside of the Contractors scope of work while performing duties throughout the community. These may include dead trees, improper use of facilities, safety hazards, fallen street signs, equipment or facility issues.

Items not included in this agreement

Acts of God Damage
Damage to the property as a result of Acts of God may include, but are not necessarily limited to: removing blown-over trees, broken limbs, and stumps; removing silt or debris deposited by floods; damage from freezing, hurricanes, or other unusual occurrences will be handled on an individual basis as a pre-approved extra cost. Contractor shall make emergency repairs to prevent further damage, when necessary, without the additional work being pre-approved by PMMM representative.
Specialized equipment, Arborist, and additional labor requested by PMMM will require a pre- approved extra cost.

Tree, Shrub, and Flower Replacement
The loss of trees, shrubs, or flowers not caused by the Contractor may be replaced as an extra charge. It shall be the responsibility of the Contractor to bring such needs to the attention of PMMM.

Arborist Work
Major tree pruning or other Arborist related work shall be an extra cost item requiring prior approval by PMMM. It shall be the responsibility of Contractor to provide estimates for needed work to the attention of PMMM.

Capital Improvements
Work performed over and above the normal maintenance provided in the Agreement, such as excessive earth moving, reconstruction of the property, construction or reconstruction, installation of concrete or asphalt cart paths, driveways and sidewalks, brush clearing, and installation of French drains, including materials for the aforementioned work, shall be an extra cost item requiring prior approval by PMMM. PMMM reserves the right to assign any additional work above and beyond the scope of work within this contract to additional contractor(s).

Fuel Storage
Contractor shall be responsible for providing adequate gasoline and diesel fuel storage facilities if located on the premises and used during the execution of this contract. Gasoline and diesel fuel storage facilities shall conform with all Florida Department of Environmental Protection regulations for such facilities and insured as such.

Specific Areas of Maintenance

Contractor shall be responsible for all areas as outlined in yellow on Exhibit C including all fences, roadways and roadway curbs within work boundaries. Specific boundaries shall be discussed during the initial review of properties to be serviced by Contractor.

Contractual Requirements

Contract Period
The contract period shall be for three (3) years from date contractor starts work on property as outlined in contract. Subsequent yearly extensions shall be proposed by Contractor and shall be approved by PMMM.

Either party may terminate this agreement with or without cause at any time by providing the other party with thirty (30) days prior written notice of termination.

Invoice
On a monthly basis, the PMMM accounting department shall be provided an invoice showing monthly fee and any additional prior approved extras costs with back-up documentation of description of work, materials and charges applied. All pesticide and fertilizer application records
must be submitted simultaneously with invoicing for work performed each monthly contract period in order to qualify for payment.

Such invoice must be submitted within sixty (60) calendar days of completion of the work. In the event that the final invoice is not submitted within the sixty (60) calendar days of completion of the work, PMMM shall have the right to demand, in writing, that the Contractor submit the invoice within five (5) business days from the date such written demand is made. If the Contractor does not comply with such five (5) business day demand, then Contractor shall be in breach of this agreement. Any submitted invoice after this initial sixty-five (65) day submission period shall be null and void and Contractor shall not be entitled to said payment.
PMMM accounting department contact information will be provided in final contract. Contractor Representative
Contractor shall provide an authorized representative to be “on-call” 24 hours per day. A list of
authorized representatives along with contact information shall be provided in writing to PMMM prior to the start of this agreement. In the event of an extended absence (more than 7 days) of the Contractor Representative, contractor will provide sufficient experienced personnel to maintain the integrity of the contract at the cost of the Contractor. Contractor Representative shall meet bi- weekly with PMMM representatives to discuss current issues, work schedules, outstanding work orders and upcoming work.

Contractor Employees and Sub-contractors
All individuals doing business with and for PMMM or On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities will work with integrity. The Contractor’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with your company. PMMM expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.

The revelation of disclosure of confidential information, data on decisions, plans or any other information that might be contrary to the interest of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities, without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.

Any violation of PMMM, On Top of the World Communities, LLC, Colen Built Development, LLC or SCA Marion Amenities, LLC and related entities expectations will subject the vendor(s), contractor(s) and/or other business enterprises(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact Andrew J. Jorgensen, Director of Community Operations, Parkway Maintenance & Management Marion, LLC.

All Contractor employees and representatives shall be dressed appropriately and professionally and be provided uniforms stating Contractor company name clearly on the front or back of said uniform.
Inspections
A PMMM representative may make periodic, unannounced inspections at any time. The intent of the inspections is to verify contract obligations are being met. Failure to meet contract obligations will be documented in writing and sent to Contractor representative with a thirty (30) day period for improvement. Failure to meet contract obligations will result in contract loss.

Owner’s Right to do Work
If the Contractor fails to expediently meet the specifications within the contract, PMMM may, forty- eight (48) hours after submitting written notice to the Contractor, without prejudice to any other remedy he may have, correct any deficiencies or phases of work in which the Contractor neglected. PMMM shall deduct the cost of any such work done from the payment to the Contractor.

In addition, PMMM reserves the right to complete any work not included in the maintenance contract without additional fees due to Contractor.

Pesticide Application Notice
Proper signage, as required by Florida Statute 5E-14.147, shall be located in a conspicuous place at each application area for all pesticide applications and shall be removed by Contractor after a 24-hour post application period.

Completion of Work Orders
PMMM utilizes a work order system to identify areas of additional work needed. All work orders are issued to the Contractor 24-hours after receipt and shall be completed and closed out within ten (10) business days. PMMM understands that unforeseen circumstances may limit Contractor from fully completing all work orders within said ten (10) business day period and requests frequent and open communication from Contractor as to status for completion. Failure to complete work dictated by said work order within a forty-five (45) day period shall allow PMMM to complete work, with any expenses related to such, deducted from any future payment to Contractor.

Bidder Contact Information
The bidder should indicate the appropriate contact information (street address, phone, fax, e-mail address, and contact name) for contractor representative responsible for said bid.

Insurance Requirements

A brief outline of coverage that should be in force follows. Contractor awarded contract must provide a current Certificate of Insurance that reflects the following:

Workers' Compensation and Employee Liability - This policy must provide statutory Workers’
Compensation coverage in this state. Coverage extension shall include:

$1,000,000 for each accident - Employers' Liability Coverage
$1,000,000 for each employee and aggregate - Disease

Comprehensive General Liability Insurance – Minimum Limits of:

$2,000,000 Each Occurrence
$2,000,000 General Aggregate
$1,000,000 Personal Injury

General Liability, Automobile Liability and Umbrella Liability insurance policies shall name On Top of the World Communities, LLC. and its affiliated entities (OTOW) as Additional Insureds. The general liability, workers compensation, and employer’s liability policies shall contain a waiver of subrogation in favor of OTOW. All policies shall contain a 30-day notice of cancellation for any reason, except 10 days for non-payment of premium.

The Certificate of Insurance shall contain the following language in the Comments Section:

“On Top of the World Communities, LLC, and its affiliated entities (OTOW), their officers, directors, and employees are named as Additional Insureds on the general liability and auto liability policies for liability arising from the provision of products or services to OTOW by the Name Insured. The general liability policy contains Additional Insured Endorsement GC 20101185 or its equivalent. The general liability, workers compensation/employer’s liability policies contain a waiver of subrogation in favor of OTOW, OTOW shall be notified 30 days prior to cancellation or non-renewal of any policy listed, except 10 days for non-payment of premium.”

Comprehensive Automobile Liability – Minimum Limit of $1,000,000 Combined Single Limit for
Bodily Injury and Property Damage. The policy shall include covered auto Symbol “I” – Any Auto.

Safety Requirements

The Contractor agrees that it shall be solely responsible for supervising its employees and that it shall comply with all rules, regulations, orders, standards and interpretations promulgated pursuant to the OSHA Act of 1970, including but not limited to training, record keeping, providing PPE, lockout / tag-out procedures, MSDS sheets and labeling as required by the right to know standards, 29, CFR 1910.1200. In conjunction, the Contractor is subject to fines issued by the On Top of the World Safety Director or representative for non-compliance with any of the fore mentioned requirements. At Contractor’s sole cost and expense, shall provide safe and sufficient facilities at all times for inspection of the work by Safety Officer or representative. Contractor shall take all safety measures required by PMMM and the State of Florida safety rules and shall comply with the Federal Occupational Safety and Health Act and any rule made pursuant to it, and all other applicable federal, state and local laws, rules and regulations. Contractor shall ensure that all employees wear fluorescent shirts or vests at all times and use traffic notification devices including signage, traffic cones, and vehicular strobe lighting while working along all major roadways within or outside of the community, when applicable within this contract.
Additional Services Offered

The bidder is requested to provide information regarding any additional services/support that would be offered to PMMM as a separate document to this request for proposal.
Pricing

Bidder will supply pricing in the form of monthly cost, annual cost and total contract cost and any price increases intended during the life of the contract.
Bidder will also state in proposal the amount of fuel surcharge and threshold level per gallon for surcharge to be enacted for both gasoline and diesel fuel.

Exhibit A

Exhibit B: YEAR 1 PRICING

Project Location: Indigo CDD		
Final bids due: April 19, 2024		
Start date: October 1, 2024		
Specifications: see map attached		
Cost per sq. yd/acre	Cost per year	
Zoysia Turf: 546 sq.
yds	
$2,036.14	
Bahia Turf: 79,744 sq. yds	$59,404.54	
Bed Area: 18,662 sq.
yds	
$54,658.42	
Cost per zone	Cost per year	
Irrigation
Maintenance	
$7,586.28	
26 zones controller		
1 Battery Operated		
Cost per Plant	Cost per Year	
Annual Installation 4,000 (4x's/yr)	$25,134.25	

Indigo East Retention Ponds		
Cost per sq. yd/acre	Cost per year	
Tract B-2: 6.26 acres	$8,266.26	
Tract J: 6.18 acres		
Tract H: 2.79 acres		

Total Monthly Cost:	

$13,090.49	
Total Yearly Cost:	$157,085.90	

Please provide a one-time trim price for Viburnum hedge trimming, should the CDD request an additional trim.

$9,124.99
Exhibit C

Exhibit D

BUSINESS ETHICS EXPECTATIONS

The purpose of this document is to affirm On Top of the World Communities, LLC and its Related Entities (herein after referred to as the “Company”) standard of ethical conduct in regards to outside vendors, contractors, other business enterprises.
All individuals doing business with and for the Company will work with integrity. The Company’s employees and associates, or independent contractors shall not seek or accept for themselves or others any gifts, favors, entertainment, or payments. Nor shall they seek or accept personal loans from persons or business organizations that do or seek to do business with or in competition with the Company. The Company expects that you and your organization or business or subcontractors of your organization will comply with the intent of this document. A strict understanding is anticipated.
The revelation or disclosure of confidential information, data on decisions, plans, or any other information that might be contrary to the interest of the Company without prior authorization, is prohibited. The misuse, unauthorized access to, or mishandling of confidential information is strictly prohibited.
Any violation of the Company’s Expectations will subject the vendor(s), contractor(s), and/or other business enterprise(s) to potential punitive damages up to and including cancellation of contractual agreements. When questions arise concerning any aspect of this document, contact the General Manager’s office.

Business Ethics Expectations Acknowledgement and Agreement
I acknowledge that I have received a copy of On Top of the World Communities, LLC and its Related Entities Business Ethics Expectations (the “Company”). I have read it thoroughly. I understand that as a vendor, subcontractor, or business enterprise that seeks to conduct business with the Company, I and my business associates must maintain the highest ethical standards in our relationship with the Company and its employees.
In particular, I understand the Expectations as pertains to gifts, favors, entertainment, payments, and potential conflicts of interest developing from a relationship with employees or others.
I agree to abide by the terms and conditions set forth in the On Top of the World Communities, LLC and its Related Entities Business Ethics Expectation document.

MHS
RFP Round 1	Zoysia/yd	Zoysia/year	Bahia/yd	Bahia/year	Bed/yd

Indigo CDD
$	0.70	$
382.20	$
0.50
$ 39,872.00
$	1.50

Indigo HOA	$0.70	$242.20	$0.50	$50,470.00	$1.50
Bed/year	Irr./zone	Irr./year	Annual/plant Annual/year	Pond/acre	Pond/year

$	27,933.00	$
200.00	$
5,400.00	$
1.80
$ 28,800.00
$ 1,200.00
$ 18,276.00

$17,481.00	$200.00	$6,400.00 NA	NA	NA	NA
Home/month	Home/year	Total/month	Total/year

N/A	N/A
$ 10,055.33	$
120,663.90

NA	NA	$6,232.99	$74,795.90

$	195,459.80

Project Location: Indigo CDD Start date: October 1, 2024			
	
Cost per sq. yd/acre	
Cost per year	
Zoysia Turf: 546 sq. yds	$1.80	$982.00	
Bahia Turf: 79,744 sq. yds	$.68	$54,225	
Bed Area: 18,662 sq. yds	1.85	$34,524	
	
Cost per zone	
Cost per year	
Irrigation Maintenance	200	$5400	
26 zones controller			
1 Battery Operated			
	Cost per Plant	Cost per Year	
Annual Installation 4,000 (4x's/yr) $2.20	$35,200

Indigo East Retention Ponds	
Cost per sq. yd/acre	
Cost per year	
Tract B-2: 6.26 acres	.68	$20,602	
Tract J: 6.18 acres		$20,339	
Tract H: 2.79 acres		$9182	

Total Monthly Cost: $15,037 Total Yearly Cost: $180.454

Please provide a one-time trim price for Viburnum hedge trimming, should the CDD request an additional trim.
*to be determined by length/size $2.50 per foot 6ft tall or less, $5.50 per foot over 6ft tall.
Project Location: Indigo

Specifications: see map attached

Indigo East Dog Park
Cost per sq. yd/acre	Cost per year

Bahia Turf:	3,812 sq. yds	$.68	$2,592	
Bed Area:	406sq. yds	$1.85	$751	

Indigo EastWalklngTrail
Cost per sq. yd/acre	Cost per year
Bahia Turf:	31,167 sq. yds	$.68	$21,193

Irrigation Maintenance 1O zones controller
Cost per zone
$200
Cost per year
$2000

Indigo East Neighborhood Association HOA (yellow on map)

Zoysia Turf:	
346sq. yds	Cost per sq. yd/acre
$1.80	Cost per year
$622	
Bed Area:	11,654 sq. yds	$1.85	$21,559	
Bahia Turf:
Including DRA's	100,940 sq. yds	$.68	$68,639	
	Cost per zone		Cost per year	
Irrigation Maintenance 32 zones controller	$200	$7200		
	Total Monthly Cost:	$10,379		
	Total Yearly Cost:	$124,556		

Section V

Total Bid Price	Total Bid Price	Total Bid Price $	-

Price per lots:	#DIV/0!	Price per lots:	#DIV/0!	Price per lots:	#DIV/0!

Section VI

=-==-----==-·--- E =-====,INC.	
ENGINEERING CONSULTANTS IN GEOTECHNICAL • ENVIRONMENTAL • CONSTRUCTION MATERIALS TESTING

August 13, 2024
Project No. 24-1167.5335.1
Mr. Robert "Boe" Stepp Land Development Manager
Colen Built Development, LLC 8435 SW 80th Street, Suite 3
Ocala, Florida 34481

Reference:	Surface Depressions, Drainage Retention Area (DRA) 8, Indigo East South On Top of the World, Ocala, Florida
SWFWMD ERP Permit No. 43001436.109
Surface Depression Remediation

Dear Mr. Stepp:

Geo-Technologies, Inc. (Geo-Tech) observed four (4) surface depressions ranging in size from approximately three (3) to nineteen (19) feet in diameter and one (1) to eight (8) feet deep in the north center area of existing DRA 8 at the above-mentioned site. We refer you to the Surface Depression Location Map and Site Photographs presented in Appendix II and III, respectively.
Based on our site observations, Geo-Tech recommends excavating the surface depressions and backfilling with sandy clay soil. The excavation in the base of the depressions should continue until firm soils are found. Sandy clay soils should have a minimum Plasticity Index of twenty­ five (25) with a minimum of fifty (50) percent passing a U.S. Standard No. 200 sieve. Backfill operations should continue until the backfill soils elevations are high enough to keep surface water runoff from ponding. Compaction of the soils should obtain a minimum of ninety (90) percent of the Modified Procter (ASTM D-1557) maximum dry density value. Uncompacted lifts shall be no thicker than six (6) inches. Any shallow limestone observed within three (3) feet of the ground surface should be removed and capped over with sandy clay soils (See Figure 1).
If a chimney feature is observed during the excavation, Geo-Tech recommends placing boulders in the chimney feature approximately one-third (½) to one-half(½) the diameter of the chimney feature opening. Once the boulders have been placed, flowable grout should be pumped into the chimney to seal off the void space. The flowable grout should be pumped to an elevation above the boulders (See Figure 2).
The design civil engineer should be notified to ensure the above-mentioned remediation does not affect the overall drainage capacity of the pond. We refer you to the Remediation Detail presented in Appendix I. Geo-Tech should be onsite to monitor the remediation of the surface depressions.

1016 S.E. 3RD AVENUE, OCALA, FLORIDA 34471 • PHONE: (352) 694-7711 • FAX: (352) 694-7733
Surface Depressions, DRA 8, Indigo East South On Top of the World, Ocala, Florida
August 13, 2024
Project No. 24-1167.5335.1

Geo-Tech appreciates the opportunity to provide our services for this project. Should you have any questions regarding the contents of this report or if we may be of further assistance, please _do not hesitate to contact the undersigned.

Sincerely,	,

Coy W. Johanning, E.I. Staff Engineer
CWJ/CAH

2

APPENDIX I REMEDIATION DETAILS

6" TOPSOIL LAYER CAPABLE OF SUPPORTING VEGETATIVE GROWTH

.. ·"-  ·-' '". : -:..  . .- ·
'·--·=	-	/	/	/	,r	J  ·;,._  •.	SITE GRADE

3'-Q"
MINIMUM OVER LIMESTONE OUTCROPPINGS

LIMESTONE BEDROCK

-.,, =- c'=;;;.., INC.
GEOlECHNICAL ■EN\IIRONUENTAL
CONSTRUCTION MATERIALS TESTING ■GEOPHYSICAL EXPLORATION
1016 SE 3rd AVENUE, OCALA, R..OR1DA 34471 "" (352) 694-7711
Figure

1

6" TOPSOIL LAYER CAPABLE OF SUPPORTING VEGETATIVE GROWTH

SITE GRADE
\'	/	// / I
\	/	/	/	/	'/
'<	,	/	I
/	' BACKFILL TH CLAY SOILS'	'
3'-0" MINMUM	\ l./(MINIMUM PASSING -200 SIEVE = 50%)	(/
C,OMPAyTED 10 A INIMUW ,
I	/OF 90% P R A;JM D-1557	/	j
I	/	/	//	I
(/	,	/	I	1///	,,	/1
_..	 I, / ', / 	/ /  \/ 	/,, / 	/)	I
(I ---'-	V	------------- -- I
1
I	,,,	I
:	/			){	:
I	I	-  I	I
BOULDERS 1/3 TO 1/2 DIAMETER
I	OF EXISTING OPENING AND FLOWABLE
*VARIES*	1--./coN,CRETE. NO BOULDER LARGER THAN_/ I
3 FEET IN DIAMETER SHOULD BE usm
- - ---:-,	,,I	_I
<	I
\	/	I
--1
I
I
COMPETENT SOILS

REMEDIATION DETAIL
NOT TO SCALE			
REMEDIATION DETAIL	

GEOTECHNICAL ■ENVIRO,.,MENTAL
CONSTRUCTION MATERIALS TESTING ■GEOPHYSICAL EXPLORATION
1016 SE 3rd AVENUE. OCALA, nORIDA 34471 .. (352) 6P4-7711	Figure

2	

APPENDIX II

SURFACE DEPRESSION LOCATION MAP

 11:ft_ IIU
===   =====

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C>	►
C	--<  ►	N
COLEN BUILT DEVELOPMENT, LLC
;o
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cl
:;o
SURFACE DEPRESSION, EXISTING DRAINAGE RETENTION AREA (DRA) 8
res: -TS:r■N
m  2
co	;---J rr,	INDIGO EAST SOUTH, ON TOP OF THE WORLD
;;;;;;;; -	!!!! =- !!!!!!!!,INC.
-:::::-
u,  "--<

GEOTECHNICAL ■ENVIRONMENTAL
...'-"   z
"'-"" :z
OCALA, FLORIDA
CONSTRUCTION MATE IALS TESTING ■GEOPHYSICAL EXPLORATION
N
0	:-<
""	Y'
CJ1  0	
SURFACE DEPRESSION LOCATION MAP
1016 SE 3rd AVENUE, OCALA, FLORIDA J4471 ,.,. (:552) 694+7711

APPENDIX III

SITE PHOTOGRAPHS

l!l:ll Tl:PII
===  ===;;;:=
Surface Depressions, DRA 8, Indigo East South On Top of the World, Ocala, Florida
August 13, 2024
Project No. 24-1167.5335.1

Site Photo No. I - Surface Depressions in DRA 8 located at Indigo East South in Ocala Florida

Surface Depressions, DRA 8, Indigo East South On Top of the World, Ocala, Florida
August 13, 2024
Project No. 24-1167.5335.1

Section VIII

Section B

Section 1
Indigo East
Community Development District
Summary of Invoices

August 6, 2024 to October 1, 2024

Fund	Date	Check No.'s		Amount	

General Fund	
8/13/24	
1691-1692	
$	
12,868.53	
	8/23/24	1693	$	3,293.80	
	9/3/24	1694-1696	$	30,346.70	
	9/10/24	1697-1699	$	116,263.60	
	9/18/24	1700-1704	$	32,734.26	
	9/24/24	1705	$	5,565.00	
			$	201,071.89	

Payroll	August 6, 2024 to October 1, 2024					
Cynthia Lafrance	50295	$	184.70		
Robert D Hutson	50296	$	184.70		
John Gysen	50297	$	200.00		
Terrance Solan	50298	$	184.70		
		$	754.10		
		$	201,825.99		
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN 10/08/24	PAGE	1
*** CHECK DATES 08/06/2024 - 10/01/2024 ***	INDIGO EAST - GENERAL FUND
BANK A INDIGO EAST CDD
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
8/13/24 00047	7/31/24 82831	202407 320-53800-47300	*	11,805.94
ROW MAINTENANCE JUL24
EARTHSCAPES UNLIMITED INC.	11,805.94 001691
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
264	202408 310-51300-34000	*	692.00
MANAGEMANT FEES AUG24
264	202408 310-51300-34200	*	53.00
WEBSITE ADMIN AUG24
264	202408 310-51300-34300	*	70.67
INFORMATION TECH AUG24
264	202408 310-51300-31300	*	220.83
DISSEMINATION SVCS AUG24
264	202408 310-51300-51000	*	.03
OFFICE SUPPLIES AUG24
264	202408 310-51300-42000	*	26.06
POSTAGE AUG24
GOVERNMENTAL MANAGEMENT SERVICES	1,062.59 001692
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
8/23/24 00062	6/26/24 19296	202406 300-13100-10100	*	3,293.80
STOP BARS WITH BEAD
JOHN T. CROWDER, LLC	3,293.80 001693
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/03/24 00002	8/21/24 5037	202408 310-51300-31500	*	1,500.00
GENERAL COUNSEL AUG24
COLEN & WAGONER P.A.	1,500.00 001694
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/03/24 00039	8/30/24 25054	202408 300-15500-10000	*	8,817.00
FY25 INSURANCE POLICY
EGIS INSURANCE ADVISORS, LLC	8,817.00 001695
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/03/24 00062	7/22/24 19324	202407 300-13100-10100	*	20,029.70
THERMO-PLASTIC STOP BARS
JOHN T. CROWDER, LLC	20,029.70 001696
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5003	202408 320-53800-47300	*	1,300.00
250 BALES OF PINESTRAW
5004	202408 320-53800-47300	*	520.00
100 BALES OF PINESTRAW
5006	202408 320-53800-47300	*	14,887.60
2863 BALES OF PINESTRAW
5008	202408 320-53800-47300	*	6,240.00
1200 BALES OF PINESTRAW
5009	202408 320-53800-47300	*	9,880.00
1900 BALES OF PINESTRAW
5010	202408 320-53800-47300	*	1,820.00
350 BALES OF PINESTRAW
EVERGLADES PINESTRAW, INC.	34,647.60 001697
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
INDE INDIGO EAST	ZYAN
AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN 10/08/24	PAGE	2
*** CHECK DATES 08/06/2024 - 10/01/2024 ***	INDIGO EAST - GENERAL FUND
BANK A INDIGO EAST CDD
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
9/10/24 00035	9/06/24 09062024 202409 300-20700-10000	*	986.00
ASSESSMENT TXFER S2016
INDIGO EAST CDD C/O USBANK	986.00 001698
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/10/24 00082	9/09/24 09092024 202409 300-58100-10000	*	80,630.00
FY24 CAP RESERVE TRANSFER
STATE BOARD OF ADMINISTRATION	80,630.00 001699
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/18/24 00047	8/31/24 83014	202408 320-53800-47300	*	11,805.94
ROW MAINTENANCE AUG24
EARTHSCAPES UNLIMITED INC.	11,805.94 001700
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/18/24 00081	8/31/24 00066416 202408 310-51300-48000	*	332.22
PH/ADOPT FY25 BUDGET
GANNETT MEDIA CORP DBA GANNETT	332.22 001701
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/18/24 00019	9/01/24 265	202409 310-51300-34000	*	692.00
MANAGEMENT FEES SEP24
9/01/24 265	202409 310-51300-34200	*	53.00
WEBSITE ADMIN SEP24
9/01/24 265	202409 310-51300-34300	*	70.67
INFORMATION TECH SEP24
9/01/24 265	202409 310-51300-31300	*	220.83
DISSEMINATION SVCS SEP24
9/01/24 265	202409 310-51300-51000	*	27.68
OFFICE SUPPLIES SEP24
9/01/24 265	202409 310-51300-42000	*	31.92
POSTAGE SEP24
GOVERNMENTAL MANAGEMENT SERVICES	1,096.10 001702
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/18/24 00084	9/13/24 3489	202409 320-53800-47700	*	17,000.00
PRESSURE WASH SEP24
MHS COMPANIES INC	17,000.00 001703
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/18/24 00083	6/06/24 8800	202406 320-53800-47600	*	2,500.00
REMOVE TREE/MID ISLAND
RICHARD BARKLEY DBA RICHARD BARKLEY	2,500.00 001704
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
9/24/24 00019	9/15/24 266	202409 300-15500-10000	*	5,565.00
ASSESSMENT ROLL FY25
GOVERNMENTAL MANAGEMENT SERVICES	5,565.00 001705
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK A	201,071.89
TOTAL FOR REGISTER	201,071.89 INDE INDIGO EAST	ZYAN

Section 2

Indigo East
Community Development District

Unaudited Financial Reporting
August 31, 2024

Table of Contents

1		Balance Sheet	

2-3	
	General Fund	

4	
	Debt Service Fund	

5	
	Capital Reserve Fund	

6	
	Month to Month	

7	
	Long-Term Debt	

8	
	Assessment Receipt Schedule	
Indigo East
Community Development District Combined Balance Sheet
August 31, 2024

Assets:
Cash					
Operating Account	$	219,752	$	-	$	-	$	219,752	
Investment					
State Board Administration	$	-	$	-	$	398,214	$	398,214	
Series 2016					
Reserve	$	-	$	32,905	$	-	$	32,905			
Revenue	$	-	$	98,637	$	-	$	98,637			
Prepayment	$	-	$	8,796	$	-	$	8,796			
Accrued Interest Receivable	$	-	$	190	$	99	$	289			
Prepaid Expenses	$	8,817	$	-	$	-	$	8,817			
Due from General Fund	$	-	$	986	$	-	$	986			
Due from Capital Reserves	$	36,082	$	-	$	-	$	36,082			
Total Assets	$	264,651	$	141,514	$	398,313	$	804,478			
Liabilities:					
Accounts Payable	$	82,325	$	-	$	-	$	82,325			
Due to Debt Service	$	986	$	-	$	-	$	986			
Due to General Fund	$	-	$	-	$	36,082	$	36,082			
Total Liabilites	$	83,311	$	-	$	36,082	$	119,392			

Fund Balance:					
Assigned For:					
Capital Reserve	$	-	$	-	$	362,231	$	362,231			

Nonspendable:									
Deposits and Prepaid Items	$	8,817	$	-	$	-	$	8,817	
Restricted For:									
Debt Service Series 2016	$	-	$	141,514	$	-	$	141,514						
Unassigned	$	172,523	$	-	$	-	$	172,523						
Total Fund Balances	$	181,340	$	141,514	$	362,231	$	685,085					
									
Total Liabilities & Fund Balance	$	264,651	$	141,514	$	398,313	$	804,478					
Indigo East
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending August 31, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 08/31/24	Thru 08/31/24	Variance	

Revenues:					
Assessments - Tax Roll	$	333,934	$	336,378	$	336,378	$	-	
Interest	$	-	$	-	$	25	$	25	
Total Revenues	$	333,934	$	336,378	$	336,402	$	25	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	4,000	$	3,667	$	3,400	$	267	
FICA Expense	$	306	$	281	$	199	$	82	
Engineering	$	4,000	$	3,667	$	7,055	$	(3,388)	
Trustee Fees	$	2,050	$	2,020	$	2,020	$	-	
Dissemination	$	2,650	$	2,429	$	2,529	$	(100)	
Arbitrage	$	450	$	900	$	900	$	-	
Assessment Roll	$	5,300	$	5,300	$	5,300	$	-	
Attorney	$	6,100	$	5,592	$	6,000	$	(408)	
Annual Audit	$	4,000	$	4,100	$	4,100	$	-	
Management Fees	$	8,304	$	7,612	$	7,612	$	0	
Information Technology	$	848	$	777	$	777	$	0	
Website Maintenance	$	636	$	583	$	583	$	-	
Telephone	$	100	$	92	$	-	$	92	
Postage	$	200	$	183	$	148	$	35	
Printing & Binding	$	500	$	458	$	0	$	458	
Insurance	$	7,960	$	7,960	$	7,489	$	471	
Legal Advertising	$	1,000	$	917	$	445	$	472	
Other Current Charges	$	1,200	$	1,100	$	932	$	168	
Office Supplies	$	200	$	183	$	54	$	129	
Property Taxes	$	-	$	-	$	-	$	-	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Total General & Administrative:	$	49,979	$	47,996	$	49,719	$	(1,723)	
Indigo East
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending August 31, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 08/31/24	Thru 08/31/24	Variance	

Operation and Maintenance					
Property Insurance	$	791	$	791	$	781	$	10	
Water Expense	$	2,508	$	2,299	$	2,379	$	(80)	
Electric Expense	$	30,360	$	27,830	$	21,484	$	6,346	
Irrigation Repairs	$	2,925	$	2,681	$	411	$	2,270	
Retention Ponds/ROW Maintenance	$	188,253	$	172,565	$	186,482	$	(13,917)	
Plant Replacement	$	2,500	$	2,292	$	2,500	$	(208)	
Tree Trimming	$	1,000	$	917	$	-	$	917	
Pressure Washing	$	18,207	$	16,690	$	-	$	16,690	
Well Maintenance/Repairs	$	4,050	$	3,713	$	-	$	3,713	
Contingency	$	8,361	$	7,664	$	4,850	$	2,814	
Total O&M Expenditures:	$	258,955	$	237,441	$	218,886	$	18,555	
					
Total Expenditures	$	308,934	$	285,437	$	268,605	$	16,832	
					
Excess Revenues (Expenditures)	$	25,000		$	67,797		

Other Financing Sources/(Uses)					
Transfer In/(Out) - Capital Reserve	$	(25,000)	$	-	$	-	$	-	
Total Other Financing Sources/(Uses)	$	(25,000)	$	-	$	-	$	-	

Fund Balance - Beginning	$	-	$	113,542	
			
Fund Balance - Ending	$	-	$	181,340	
Indigo East
Community Development District Debt Service Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending August 31, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 08/31/24	Thru 08/31/24	Variance	

Revenues:					
Assessments - Tax Roll	$	82,589	$	82,901	$	82,901	$	-	
Assessments - Prepayment	$	-	$	-	$	8,754	$	8,754	
Interest Income	$	-	$	-	$	6,468	$	6,468	
Total Revenues	$	82,589	$	82,901	$	98,124	$	15,223	

Expenditures:					
Special Call - 11/1	$	-	$	-	$	5,000	$	(5,000)	
Interest - 11/1	$	18,263	$	18,263	$	18,056	$	206	
Principal - 5/1	$	45,000	$	45,000	$	45,000	$	-	
Interest - 5/1	$	18,263	$	18,263	$	17,944	$	319	
Total Expenditures	$	81,525	$	81,525	$	86,000	$	(4,475)	
					
Excess Revenues (Expenditures)	$	1,064		$	12,124		
					
Fund Balance - Beginning	$	90,762		$	129,391		
					
Fund Balance - Ending	$	91,826		$	141,514		
Indigo East
Community Development District Capital Reserve Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending August 31, 2024

Adopted	Prorated Budget	Actual		
Budget	Thru 08/31/24	Thru 08/31/24	Variance	

Revenues:					
Interest Income	$	-	$	-	$	17,997	$	17,997	
Total Revenues	$	-	$	-	$	17,997	$	17,997	

Expenditures:					
Roadway Resurfacing	$	-	$	-	$	3,210	$	(3,210)	
Roadway Striping	$	-	$	-	$	23,324	$	(23,324)	
Total Expenditures	$	-	$	-	$	26,534	$	(26,534)	
					
Excess Revenues (Expenditures)	$	-		$	(8,537)		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	25,000	$	-	$	-	$	-	
Total Other Financing Sources/(Uses)	$	25,000	$	-	$	-	$	-	
					
Net Change in Fund Balance	$	25,000		$	-		
					
Fund Balance - Beginning	$	338,604		$	370,768		
					
Fund Balance - Ending	$	363,604		$	362,231		
Indigo East
Community Development District Month to Month

	Oct	Nov	Dec	Jan	Feb	March	April	May	June	July	Aug	Sept	Total	

Revenues:														
Assessments - Tax Roll	$	-	$	8,215	$	284,029	$	22,640	$	6,480	$	4,136	$	7,417	$	1,658	$	1,795	$	8	$	-	$	-  $	336,378	
Interest	$	1	$	1	$	2	$	4	$	3	$	3	$	2	$	2	$	2	$	2	$	2	$	-  $	25	
Total Revenues	$	1	$	8,216	$	284,030	$	22,644	$	6,483	$	4,139	$	7,420	$	1,660	$	1,798	$	10	$	2	$	-  $	336,402	

Expenditures:														
General & Administrative:														
Supervisor Fees	$	-	$	800	$	-	$	-	$	800	$	-	$	-	$	-	$	1,000	$	-	$	800	$	-  $	3,400	
FICA Expense	$	-	$	46	$	-	$	-	$	46	$	-	$	-	$	-	$	61	$	-	$	46	$	-  $	199	
Engineering	$	2,253	$	-	$	-	$	550	$	1,560	$	-	$	-	$	-	$	-	$	-	$	2,693	$	-  $	7,055	
Trustee Fees	$	-	$	-	$	2,020	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	2,020	
Dissemination	$	321	$	221	$	221	$	221	$	221	$	221	$	221	$	221	$	221	$	221	$	221	$	-  $	2,529	
Arbitrage	$	-	$	-	$	-	$	900	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	900	
Assessment Roll	$	5,300	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	5,300	
Attorney	$	-	$	1,500	$	-	$	-	$	1,500	$	-	$	-	$	1,500	$	-	$	-	$	1,500	$	-  $	6,000	
Annual Audit	$	-	$	-	$	-	$	-	$	2,000	$	2,100	$	-	$	-	$	-	$	-	$	-	$	-  $	4,100	
Management Fees	$	692	$	692	$	692	$	692	$	692	$	692	$	692	$	692	$	692	$	692	$	692	$	-  $	7,612	
Information Technology	$	71	$	71	$	71	$	71	$	71	$	71	$	71	$	71	$	71	$	71	$	71	$	-  $	777	
Website Maintenance	$	53	$	53	$	53	$	53	$	53	$	53	$	53	$	53	$	53	$	53	$	53	$	-  $	583	
Telephone	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-	
Postage	$	3	$	4	$	1	$	3	$	5	$	39	$	30	$	6	$	28	$	3	$	26	$	-  $	148	
Printing & Binding	$	-	$	-	$	0	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	0	
Insurance	$	7,489	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	7,489	
Legal Advertising	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	113	$	-	$	-	$	332	$	-  $	445	
Other Current Charges	$	88	$	87	$	87	$	88	$	82	$	86	$	80	$	85	$	80	$	86	$	82	$	-  $	932	
Office Supplies	$	0.15	$	0	$	23	$	0	$	0	$	1	$	0	$	0	$	30	$	0	$	0	$	-  $	54	
Property Taxes	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-	
Dues, Licenses & Subscriptions	$	175	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	175	
Total General & Administrative:	$	16,445	$	3,473	$	3,167	$	2,578	$	7,029	$	3,262	$	1,147	$	2,740	$	2,236	$	1,126	$	6,515	$	-  $	49,719	

Operation and Maintenance														
Property Insurance	$	781	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	781	
Water Expense	$	207	$	193	$	223	$	247	$	233	$	253	$	229	$	193	$	188	$	213	$	199	$	-  $	2,379	
Electric Expense	$	1,805	$	1,691	$	1,867	$	1,867	$	1,743	$	1,986	$	1,743	$	2,266	$	2,125	$	2,125	$	2,266	$	-  $	21,484	
Irrigation Repairs	$	-	$	-	$	-	$	-	$	-	$	-	$	235	$	-	$	176	$	-	$	-	$	-  $	411	
Retention Ponds/ROW Maintenance	$	11,806	$	11,806	$	11,806	$	33,175	$	12,406	$	11,806	$	11,806	$	11,806	$	11,806	$	11,806	$	46,454	$	-  $	186,482	
Plant Replacement	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	2,500	$	-	$	-	$	-  $	2,500	
Tree Trimming	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-	
Pressure Washing	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-	
Well Maintenance/Repairs	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-	
Contingency	$	-	$	-	$	-	$	4,500	$	-	$	-	$	350	$	-	$	-	$	-	$	-	$	-  $	4,850	
Total O&M Expenses:	$	14,599	$	13,690	$	13,896	$	39,789	$	14,382	$	14,045	$	14,363	$	14,266	$	16,794	$	14,144	$	48,919	$	-  $	218,886	
														
Total Expenditures	$	31,044	$	17,163	$	17,063	$	42,367	$	21,411	$	17,307	$	15,510	$	17,006	$	19,030	$	15,269	$	55,434	$	-  $	268,605	
														
Excess Revenues (Expenditures)	$	(31,043)	$	(8,947)	$	266,967	$	(19,724)	$	(14,928)	$	(13,169)	$	(8,091)	$	(15,346)	$	(17,233)	$	(15,259)	$	(55,432)	$	-  $	67,797	
Indigo East
Community Development District Long Term Debt Report

Series 2016, Special Assessment Bonds		
Interest Rate:	3.561%, 4.125% 4.500%		
Maturity Rate:	5/1/2037		
Reserve Fund Definition	Flat Rate		
Reserve Fund Requirement	$32,905		
Reserve Fund Balance	$32,905		
Bonds Outstanding - 11/17/16	$1,745,000	
Less: Principal Payment 5/1/17	($25,000)	
Less: Principal Payment 5/1/17 Prepayment	($145,000)	
Less: Principal Payment 11/1/17 Prepayment	($190,000)	
Less: Principal Payment 5/1/18	($55,000)	
Less: Principal Payment 5/1/18 Prepayment	($170,000)	
Less: Principal Payment 5/1/19	($40,000)	
Less: Principal Payment 5/1/19 Prepayment	($10,000)	
Less: Principal Payment 11/1/19 Prepayment	($25,000)	
Less: Principal Payment 5/1/20	($40,000)	
Less: Principal Payment 5/1/20 Prepayment	($15,000)	
Less: Principal Payment 11/1/20 Prepayment	($10,000)	
Less: Principal Payment 5/1/21	($45,000)	
Less: Principal Payment 11/1/21 Prepayment	($20,000)	
Less: Principal Payment 5/1/22	($40,000)	
Less: Principal Payment 5/1/22 Prepayment	($5,000)	
Less: Principal Payment 11/1/22 Prepayment	($10,000)	
Less: Principal Payment 5/1/23	($45,000)	
Less: Principal Payment 11/1/22 Prepayment	($5,000)	
Less: Principal Payment 5/1/24	($45,000)	
Current Bonds Outstanding	$805,000	
INDIGO EAST
COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENTS FY 2024 RECEIPTS
MAINTENANCE

Gross Assessments	$355,243.90
Certified Net Assessments
100%

Date	Gross Assessment
ACH	Received	Collection
Fee	Commissions
Paid	Interest
Income	Net Assessments
Received		
							
11/8/23	ACH	$	5,564.51	$	111.29	$	-	$	-	$5,453.22	
11/30/23	ACH	$	2,818.48	$	56.37	$	-	$	-	$2,762.11	
12/12/23	ACH	$	120,066.80	$	2,401.34	$	-	$	-	$117,665.46	
12/28/23	ACH	$	90,125.24	$	1,802.50	$	-	$	-	$88,322.74	
12/29/23	ACH	$	79,632.96	$	1,592.66	$	-	$	-	$78,040.30	
1/26/24	ACH	$	21,921.51	$	438.43	$	-	$	-	$21,483.08	
1/26/24	ACH	$	-	$	-	$	-	$	1,156.82	$1,156.82	
2/16/24	ACH	$	6,612.34	$	132.25	$	-	$	-	$6,480.09	
3/15/24	ACH	$	4,220.01	$	84.40	$	-	$	-	$4,135.61	
4/26/24	ACH	$	7,568.40	$	151.37	$	-	$	-	$7,417.03	
5/10/24	ACH	$	1,537.32	$	30.75	$	-	$	-	$1,506.57	
5/10/24	ACH	$	151.30	$	-	$	-	$	-	$151.30	
6/21/24	ACH	$	604.80	$	12.10	$	-	$	-	$592.70	
6/26/24	ACH	$	1,227.21	$	24.54	$	-	$	-	$1,202.67	
7/15/24	ACH	$	-	$	-	$	-	$	7.92	$7.92	
							
Total Collected	$	342,050.88	$	6,838.00	$	-	$	1,164.74	$	336,377.62		
Percentage Collected					101%		

DEBT SERVICE

Gross Assessments	$87,377.75
Certified Net Assessments	$82,135.09
100%

Date	
ACH	Gross Assessment
Received	Collection
Fee	Commissions
Paid	Interest
Income	Net Assessments
Received	
							
11/8/23	ACH	$	1,934.81	$	38.70	$	-	$	-	$1,896.11	
11/30/23	ACH	$	1,390.32	$	27.81	$	-	$	-	$1,362.51	
12/12/23	ACH	$	25,953.06	$	519.06	$	-	$	-	$25,434.00	
12/28/23	ACH	$	21,318.53	$	426.37	$	-	$	-	$20,892.16	
12/29/23	ACH	$	18,074.41	$	361.49	$	-	$	-	$17,712.92	
1/26/24	ACH	$	7,058.11	$	141.16	$	-	$	-	$6,916.95	
1/26/24	ACH	$	-	$	-	$	-	$	273.65	$273.65	
2/16/24	ACH	$	2,487.60	$	49.75	$	-	$	-	$2,437.85	
3/15/24	ACH	$	955.85	$	19.12	$	-	$	-	$936.73	
4/26/24
5/10/24	ACH	$	2,827.37	$	56.55	$	-	$	-	$2,770.82	
	ACH	$	1,249.44	$	24.99	$	-	$	-	$1,224.45	
5/10/24	ACH	$	57.07	$	-	$	-	$	-	$57.07	
6/21/24	ACH	$	497.22	$	9.94	$	-	$	-	$487.28	
6/26/24	ACH	$	504.48	$	10.09	$	-	$	-	$494.39	
7/15/24	ACH	$	-	$	-	$	-	$	4.33	$4.33	
							
Total Collected		$	84,308.27	$	1,685.03	$	-	$	277.98	$82,901.22	
Percentage Collected						101%	

Audit Committee Meeting

Section III

Section A
INDIGO EAST COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS

Annual Audit Services for Fiscal Year 2024
Marion County, Florida
INSTRUCTIONS TO PROPOSE

SECTION 1.  DUE DATE.  Sealed proposals must be received no later than Friday, November 8,  2024,  at  2:00  P.M.,  at  the  offices  of  District  Manager, located at 219 E. Livingston Street, Orlando, FL 32801. Proposals will be publicly opened at that time.

SECTION 2. FAMILIARITY WITH THE LAW. By submitting a proposal, the Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, rules, and regulations that in any manner affect the work. Ignorance on the part of the Proposer will in no way relive it from responsibility to perform the work covered by the proposal in compliance with al such laws, ordinances and regulations.

SECTION 3. QUALIFICATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience and licensing to do the work specified herein. The Proposer shall submit with its proposal satisfactory evidence of experience in similar work and show that it is fully prepared to complete the work to the satisfaction of the District.

SECTION 4.	SUBMISSION OF ONLY ONE PROPOSAL. Proposers shall be
disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

SECTION 5. SUBMISSION OF PROPOSAL. Submit one (1) hard copy and one (1) electronic copy of the Proposal Documents, and other requested attachments at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the title “Auditing Services - Indigo East Community Development District” on the face of it.
SECTION 6. MODIFICATION AND WITHDRAWL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where proposals are to be submitted at any time prior to the time and date the proposals are due. No proposal may be withdrawn after opening for a period of ninety (90) days.

SECTION 7. PROPOSAL DOCUMENTS. The proposal documents shall consist of the notice announcing the request for proposals, these instructions, the Evaluation Criteria Sheet and a proposal with all required documentation pursuant to Section 12 of these instructions (the “Proposal Documents”).
SECTION 8. PROPOSAL. In making its proposal, each Proposer represents that it has read and understands the Proposal Documents and that the proposal is made in accordance
therewith.	1
SECTION 9. BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

SECTION 10. CONTRACT AWARD. Within fourteen (14) days of receipt of the Notice of Award from the District, the Proposer shall enter into and execute a Contract (engagement letter) with the District.

SECTION 11. LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a wavier of District’s limited waiver of liability contained in section 768.28, Florida Statutes, or any other statute or law.

SECTION 12. MISCELLANEOUS. All proposals shall include the following information in addition to any other requirements of the proposal documents.
List position or title of all personnel to perform work on the District audit. Include resumes for each person listed: list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including resumes with applicable certifications.

Three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person.

The cost of the provision of the services under the proposal for Fiscal Years 2024, 2025, 2026, 2027 and 2028. The District intends to enter into five (5) separate one-year agreements.

Provide a proposed schedule for performance of audit.

SECTION 13. PROTESTS. Any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) hours after the receipt of the documents. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to aforesaid plans, specifications or contract documents.

SECTION 14. EVALUATION OF PROPOSALS. The criteria to be used in the evaluation of proposals are presented in the Evaluation Criteria Sheet, contained within the Proposal Documents.

2
AUDITOR SELECTION EVALUATION CRITERIA

Ability of Personnel.	(20 Points)

(E.g., geographic locations of the firm’s headquarters or permanent office in relation to the project; capabilities and experience of key personnel; present ability to manage this project; evaluation of existing work load; proposed staffing levels, etc.)

Proposer’s Experience.	(20 Points)

(E.g. past record and experience of the Proposer in similar projects; volume of work previously performed by the firm; past performance for other Community Development Districts in other contracts; character, integrity, reputation, of respondent, etc.)

Understanding of Scope of Work.	(20 Points)

Extent to which the proposal demonstrates an understanding of the District’s needs for the services requested.

Ability to Furnish the Required Services.	(20 Points)

Extent to which the proposal demonstrates the adequacy of Proposer’s financial resources and stability as a business entity necessary to complete the services required (E.g. the existence of any natural disaster plan for business operations).

Price.	(20 Points)

Points will be awarded based upon the price bid for the rendering of the services and reasonableness of the price to the services.

Section B
Indigo East
	Community Development District	
219 E. Livingston Street, Orlando, FL 32801 Phone: 407-841-5524 - Fax: 407-839-1526

INDIGO EAST
COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS FOR ANNUAL AUDIT SERVICES
The Indigo East Community Development District hereby requests proposals for annual financial auditing services. The proposal must provide for the auditing of the District’s financial records for the Fiscal Year ending September 30, 2024, with an option for four additional annual renewals. The District is a local unit of special- purpose government created under Chapter 190, Florida Statutes, for the purpose of financing, constructing, and maintaining public infrastructure. The District is located in Orange County and has a general administrative operating fund.

The Auditing entity submitting a proposal must be duly licensed under Chapter 173, Florida Statutes and be qualified to conduct audits in accordance with “Government Auditing Standards,” as adopted by the Florida Board of Accountancy Audits shall be conducted in accordance with Florida Law and particularly Section 218.39, Florida Statutes, and the rules of the Florida Auditor General.

Proposal packages, which include evaluation criteria and instructions to proposers, are available from the District Manager at the address and telephone number listed below.

Proposers must provide one (1) hard copy and one (1) electronic copy of their proposal to GMS - CF, LLC, District Manager, 219 E. Livingston Street, Orlando, FL 32801, telephone (407) 841-5524, in an envelope marked on the outside “Auditing Services – Indigo East Community Development District.” Proposals must be received by Friday, November 8, 2024, 2:00 P.M., at the office of the District Manager. Please direct all questions regarding this Notice to the District Manager.

George S. Flint
Governmental Management Services – Central Florida, LLC District Manager