1. business and industrial

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CORY LAKES
COMMUNITY DEVELOPMENT DISTRICT
Advanced Meeting Package
Board of Supervisors
Meeting
Wednesday
December 17, 2014
6:00 p.m.
Cory Lake Beach Club
10441 Cory Lakes Drive
Tampa, Florida
Note: The Advanced Meeting Package is a working document and thus all materials
are considered DRAFTS prior to presentation and Board acceptance, approval or
adoption.
Cory Lakes
Community Development District
Development Planning and Financing Group
15310 Amberly Drive, Suite 175, Tampa, Florida 33647
Phone: 813-374-9105
Fax: 813-374-9106
December 11, 2014
Board of Supervisors
Cory Lakes Community
Development District
Dear Board Members:
The Regular Meeting of the Board of Supervisors of the Cory Lakes Community Development District is
scheduled for Wednesday, December 17, 2014, at 6:00 p.m. at the Cory Lakes Beach Club, 10441 Cory
Lakes Drive, Tampa, Florida.
The advanced copy of the agenda for the meeting is attached along with associated SUPPLEMENTAL
documentation for your review and consideration. Any additional support material will be forwarded to
you under separate cover or distributed at the meeting.
The balance of the agenda is routine in nature. Staff and the Committees will present their reports at the
meeting. If you have any questions, please contact me. I look forward to seeing you there.
Sincerely,
Bruce St. Denis
Bruce St. Denis
District Manager
Cc:
Attorney
Engineer
Facilities Manager
Beach Club
Files
District:
Date of Meeting:
Time:
Location:
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
Wednesday, December 17, 2014
6:00 p.m.
Cory Lake Beach Club
10441 Cory Lakes Drive
Tampa, Florida
Conference Call In. No.: 712.432.1500
Code: 434537#
Business Meeting
Agenda
I.
Call to Order
II.
Manager’s Opening Remarks
III.
Audience Comments on Agenda Items
[Residents/Audience will have TWO opportunities to address the Board and staff during the meeting
under the Third and Eighth Orders of Business. All Residents planning to speak at the meeting, please
fill out an index card upon arrival with name, address, and the topic of your comment. Three minutes per
individual.]
IV.
V.
Organizational Matters
A.
Oath of Office of General Elected Supervisors
- Joyce Heppscher, Seat #4, 11/2018
- Baiju Sheth, Seat #5, 11/2018
B.
Discussion of Interested Individuals to Serve
as Supervisor
[Resumes Provided Under Separate Cover]
C.
Appointment of Individual of Serve as Supervisor in Unexpired Seat #3 [11/2016]
D.
Oath of Office of Newly Appointed Supervisor
E.
Compensation of Newly Elected/Appointed Supervisor(s)
F.
Overview of CDD and Supervisor Responsibilities
- Sunshine Law
- Records Law
- Meeting Schedule
- Budget and Major Projects
- Audit
G.
Resolution 2015-1, Election of Officers
Administrative Items:
A.
Consent Agenda Items

Minutes of October 15, 2014 Board Meeting
Exhibit 1
Exhibit 2
CORY LAKES CDD

B.
VI.
Minutes of Landscape-Aquascape-Facilities Meetings
1.
September 9, 2014
12-17-2014
Exhibit 3
2.
October 14, 2014
Exhibit 4
3.
November 11, 2014
Exhibit 5
4.
December 9, 2014
Exhibit 6

September Financials & Summary
Exhibit 7

Security Reports – Informational Only
- October
Exhibit 8
- November
Exhibit 9
Ratification of Grau Engagement Letter for FYE 2014 & 2015
- Previous Minutes Authorizing Grau as Auditor
Exhibit 10
Business Matters:
A.
Pool Construction Project
B
Pool Guidelines
C.
Facilities
1.
Facilities Manager Report
- November
2.
D.
VII.
AGENDA
Exhibit 11
- December
Exhibit 12
Lifestyle Events Recap
- FY 2014
Exhibit 13
- FY 2015
Exhibit 14
Additional Matters
Committee Reports:
A.
Landscape-Aquascape-Facilities
B.
Security
C.
Other Committees
VIII. Staff Reports
A.
Manager
CORY LAKES CDD
B.
Attorney
C.
Engineer
IX.
Supervisor Requests
X.
Public Comments
XI.
Adjournment
AGENDA
12-17-2014
EXHIBIT 1.
RESOLUTION 2015-1
A RESOLUTION DESIGNATING OFFICERS OF THE CORY
LAKES COMMUNITY DEVELOPMENT DISTRICT
WHEREAS, the Board of Supervisors of the Cory Lakes Community Development
District at the business meeting held on December 17, 2014 desires to appoint the below recited
persons to the offices specified.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
SUPERVISORS
OF
CORY
LAKES
COMMUNITY
DEVELOPMENT DISTRICT:
1. The following persons were appointed to the offices shown, to wit:
Chairman
Vice Chairman
Bruce St. Denis
Secretary
Patricia Comings-Thibault
Treasurer
Bruce St. Denis & Maik Aagaard
Assistant Treasurer
Jean M. Rugg & Carolyn Stewart
Assistant Secretary
Assistant Secretary
Assistant Secretary
Assistant Secretary
2. That this resolution supersedes all previous resolutions and motions designating,
electing or appointing officers adopted by the Board of Supervisors of the Cory Lakes
Community Development District and are hereby declared null and void.
Adopted this 17th day of December, 2014
Signature
Signature
Printed Name
Printed Name
Title:
□ Secretary
□ Assistant Secretary
Title:
□ Chairperson
□ Vice Chairperson
EXHIBIT 2.
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Cory Lakes CDD
Summary
October 15, 2015
Board Meeting
Attendees
Present and constituting a quorum were:
Vickie Castro
Bob Woodard
Cyril Spiro
Angela Reimer
Vice Chair
Supervisor
Supervisor
Supervisor
Also present were:
Bruce St. Denis
Sandy Oram
Vivek Babbar
Tonja Stewart
Carrie Brecan
Frank James
District Manager
DPFG
District Counsel
District Engineer
DPFG
Field Manager
Ms. Castro established a quorum of the Board was present.
Motions
On MOTION by Ms. Castro, SECONDED by Mr. Woodard, WITH ALL IN FAVOR, the Board
accepted the resignation of Ms. Judith Beck.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH a VOTE OF 2 TO 2, the Board failed to
delay 30 days for the appointment of a new supervisor.
On MOTION by Mr. Woodard, SECONDED by Ms. Castro, WITH a VOTE OF 2 TO 2, the Board failed
to appoint Mr. David Burman.
On MOTION by Mr. Spiro, the Board failed to appoint Mr. George Castillo for lack of second.
On MOTION by Ms. Reimer, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the minutes of the August 20, 2014 meeting.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the Financials.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the meeting dates for third Wednesday, and the committee dates as ratified.
On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the transfer of $12,357 from the General Fund to fund the fence.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the Towing Policy.
Summar
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On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
$500 for rezoning, subject to an investigation of the requirements.
On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the agreement from Armstrong Environmental.
On MOTION by Ms. Castro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board adjourned
the meeting.
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The Regular Meeting of the Board of Supervisors of the Cory Lakes Community Development
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District was held on Wednesday, October 15, 2014 at 6:00 p.m. at the Cory Lake Beach Club, 10441
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Cory Lakes Drive, Tampa, Florida.
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MINUTES OF MEETING
CORY LAKES
COMMUNITY DEVELOPMENT DISTRICT
FIRST ORDER OF BUSINESS – Roll Call
Ms. Castro called the meeting to order.
Present and constituting a quorum were:
Vickie Castro
Bob Woodard
Cyril Spiro
Angela Reimer
Vice Chair
Supervisor
Supervisor
Supervisor
Also present were:
Bruce St. Denis
Sandy Oram
Vivek Babbar
Tonja Stewart
Carrie Brecan
Frank James
District Manager
DPFG
District Counsel
District Engineer
DPFG
Field Manager
Ms. Castro established a quorum of the Board was present.
SECOND ORDER OF BUSINESS – Chairperson’s and Manager’s Opening Remarks
There being none, the next item followed.
THIRD ORDER OF BUSINESS – Audience Comments on Agenda Items
There being none, the next item followed.
FOURTH ORDER OF BUSINESS – Board Member Revisions to Agenda
There being none, the next item followed.
FIFTH ORDER OF BUSINESS – Organizational Matters
A. Acceptance of Resignation of Ms. Beck
Mr. St. Denis requested a motion to accept the resignation of Ms. Judith Beck.
On MOTION by Ms. Castro, SECONDED by Mr. Woodard, WITH ALL IN FAVOR, the Board
accepted the resignation of Ms. Judith Beck.
B. Review of Resumes or Response to Comments
Ms. Castro stated that Mr. Castillo was absent.
Ms. Reimer inquired of Mr. Browne’s and Mr. Burman’s intentions, with respect to their
positions on POA, if elected to the CDD Board.
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October 15, 2014
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Both desired to maintain their position on the POA Board, if there was no legal conflict with the
CDD.
There will be an election for the officers to select a new Chair in November. The new Board
members will be seated at the November 19, 2014 meeting.
Ms. Castro requested a motion to approve to delay 30 days for the appointment of a new
Supervisor.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH a VOTE OF 2 TO 2, the Board failed to
delay 30 days for the appointment of a new supervisor.
Ms. Castro requested a motion to appoint Mr. David Burman.
On MOTION by Mr. Woodard, SECONDED by Ms. Castro, WITH a VOTE OF 2 TO 2, the Board failed
to appoint Mr. David Burman.
Ms. Reimer was concerned about Mr. Burman maintaining his position on the POA Board and
joining the CDD Board.
Ms. Castro requested a motion to appoint Mr. George Castillo.
On MOTION by Mr. Spiro, the Board failed to appoint Mr. George Castillo for lack of second.
C. Appointment of Individual of Serve as Supervisor in Unexpired Seat
D. Oath of Office of Newly Appointed Supervisor
E. Compensation of Newly Appointed Supervisor
F. Overview of CDD and Supervisor Responsibilities
G. Resolution 2015-1, Election of Officers
Item C through Item G were tabled to the November 19th meeting. The Board decided to install two
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banners for the CDD vacancy. The deadline for submission will be Wednesday, November 12, 2014 at
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SIXTH ORDER OF BUSINESS – Administrative Items
A. Consent Agenda Items
 Minutes of August 20, 2014 Board Meeting
Ms. Castro presented the minutes of the August 20, 2014 meeting.
On MOTION by Ms. Reimer, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the minutes of the August 20, 2014 meeting.
 Financials & Summary
The Board requested that Financials were included in the agenda materials in the future.
Ms. Castro requested a motion to approve the Financials.
Cory Lakes CDD
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October 15, 2014
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On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the Financials.
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committee dates as ratified.
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 Security Reports
o August
o September
This item was information only.
 Meeting Dates Ratified
o Board FY 2014-2015 Ratified
o Committees FY 2014-2015 Ratified
Ms. Castro requested a motion to approve the meeting dates for third Wednesday, and the
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the meeting dates for third Wednesday, and the committee dates as ratified.
B. Ratification of Grau Engagement Letter for FYE 2014 & 2015
Mr. St. Denis reviewed the auditor selection process.
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The Board did not recall committee meetings or the process.
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This item was tabled. Documentation from the selection process was requested by the Board.
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SEVENTH ORDER OF BUSINESS – Business Matters
A. Pool Construction Project
Ms. Stewart reported on the Pool Construction Project. The slide was in disrepair and a camera
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was needed to assess the joints. GD Collins, the pool designer, was consulted to review the work. The
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report will provide the information necessary to provide a full response to the slide company. The slide
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company wanted to be paid for the replacement piece; however the CDD was not in ownership of the
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slide during construction, and did not intend to pay. There would be continued maintenance on the pool.
C. FY 2014-2015 Insurance Policy
Mr. St. Denis stated the policy was renewed recently. This item was information only.
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Ms. Stewart stated $25,000 was owed to the Fencing Company. The escrow account was short
$12,000 to pay.
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Mr. Spiro inquired about $6,000 transfer approved by the Board from the general fund to the pool
fund.
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Mr. St. Denis stated that the transfer was never made and budget reconciliation was needed.
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Ms. Castro requested a motion to approve the transfer of $12,357 from the General Fund to fund
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the fence.
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On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the transfer of $12,357 from the General Fund to fund the fence.
B. Pool Guidelines
Ms. Reimer requested that Ms. Brecan get statistics from pool assistants.
The Board discussed no smoking signs and posting of seasonal times. Ms. Brecan was instructed
to investigate into these items.
This item was tabled to the November meeting.
C. Discussion of Gym Renovation
There was no discussion. The Board did not know why this item was on the agenda.
D. Towing Policy
Mr. St. Denis stated that the security company agreed to monitoring and reporting.
Ms. Castro requested a motion to approve the Towing Policy.
On MOTION by Mr. Spiro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board approved
the Towing Policy.
E. Pierce Litigation Update
 Settlement
 General Liability Insurance Policy in Effect at Time
Mr. Babbar stated that all matters were handled.
F. Facilities
1. Facilities Manager Report
• September
• October
Mr. Woodard stated that a blueprint, showing that the café would be no more than 20% of the
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building, a $500 rezoning fee, and a document stating that a café, and not a restaurant, would be in
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operation, were required.
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Mr. St. Denis will follow-up on the required paperwork with the Health Department.
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Ms. Castro requested a motion to approved $500 for rezoning, subject to an investigation of the
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requirements.
On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
$500 for rezoning, subject to an investigation of the requirements.
2. Approval of Armstrong Environmental Agreement
Ms. Castro requested a motion to approve the agreement from Armstrong Environmental.
On MOTION by Ms. Castro, SECONDED by Mr. Spiro, WITH ALL IN FAVOR, the Board approved
the agreement from Armstrong Environmental.
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October 15, 2014
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The record will reflect the Board took a 5 minute recess.
3. Lifestyle Events Recap
There being none, the next item followed.
G. Additional Matters
There being none, the next item followed.
EIGHTH ORDER OF BUSINESS – Committee Reports
A. Landscape – Aquascape-Facilities
There being none, the next item followed.
B. Security
Ms. Castro inquired about the removal of the third shift.
Ms. Brecan stated that the nighttime visitor management system will be implemented soon after
updates were made at Cross Creek. The system needs to be fully functioning to remove the third shift.
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NINETH ORDER OF BUSINESS – Staff Reports
A. Manager
There being none, the next item followed.
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under the POA Board.
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C. Other Committees
There being none, the next item followed.
B. Attorney
Mr. Babbar requested a ‘No Lifeguard’ sign. Mr. Babbar stated that the street tree issue was
Resident requirement for maintenance of trees between the road and sidewalk was discussed. The
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Board decided to notify residents of maintenance needs.
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The POA Board will discuss the issue.
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TENTH ORDER OF BUSINESS – Supervisor Requests
A. October Newsletter – C.Spiro
Mr. Spiro requested to discuss the powers of the Chair and Vice Chair. The stated powers of the
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Chair were to conduct meetings, sign checks, and make emergency decisions that were required to take
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effect in 24hrs and did not exceed a cost of $2,500.
C. Engineer
There being none, the next item followed.
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Ms. Castro stated that these were the powers of the Chair; however, the Chair was also
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responsible to coordinate with the manager and other employees so that all matters were prepared for
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meetings. Ms. Castro stated that no decision was made after the resignation of Ms. Beck. Mr. St. Denis
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October 15, 2014
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called the chair to state that they would not go forward with advertisement of the Board vacancy, so that
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the Board could be presented all of the information at the next meeting.
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Mr. St. Denis took responsibility for the decision made on advertisement of the Board vacancy.
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Mr. Spiro stated that he thought the Board and the manager had made the decision regarding the
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advertisement together. He still wanted to clarify the powers of the Chair and Vice Chair for future
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matters.
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B. Discussion of Lifestyle Management – A. Reimer
Ms. Reimer stated that the activities were not being attended enough or there were not enough
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people at the events to warrant the expense. In addition, the quality of events was on the decline. Ms.
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Reimer suggested that the CDD consider hiring a party planner. Ms. Reimer was directed to investigate
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the feasibility of approving a certain number of events and hiring a party planning firm. The event
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committee will report back to the Board in November.
The Board discussed the powers of the Chair.
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ELEVENTH ORDER OF BUSINESS – Public Comments
There being none, the next item followed.
TWELTH ORDER OF BUSINESS - Adjournment
There being no further business,
On MOTION by Ms. Castro, SECONDED by Ms. Reimer, WITH ALL IN FAVOR, the Board adjourned
the meeting.
*These minutes were prepared in summary format.
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*Each person who decides to appeal any decision made by the Board with respect to any matter considered at the
meeting is advised that person may need to ensure that a verbatim record of the proceedings is made, including the
testimony and evidence upon which such appeal is to be based.
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Meeting minutes were approved at a meeting by vote of the Board of Supervisors at a publicly noticed
meeting held on ________________________.
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Signature
Signature
Printed Name
Title:
□ Secretary
□ Assistant Secretary
Printed Name
Title:
□ Chairman
□ Vice Chairman
EXHIBIT 3.
MINUTES OF LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE MEETING
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
The Landscape/Aquascape/Facilities Committee meeting was held on Tuesday, September 9, 2014 at 10
a.m. at the Beach Club, 10441 Cory Lake Drive, Tampa, Florida.
Present were: Frank James (Facilities Manager), Mylitta Butler, Rich Carpenter (Chair), Dennis
DiGiacomo, AJ Forbes, Stephanie Squires. Also in attendance for the Landscape portion of the meeting
were Steve Small (on site manager) and Jeff Hesenius (account manager) from Landscape Maintenance
Professionals, Inc. (LMP)
First Order of Business:
Call to Order: Attendance
1. The meeting was convened at 10:03 a.m.
Second Order of Business:
Landscape
2. Mylitta reported that she had met with Steve from LMP to finalize the plans for the plantings along
Cory Lake Drive and in front of the Pool House. Steve mentioned that the work would be done
within the next two weeks. The landscape in front of the pool house will get a major enhancement
that will mirror that along the street in front of the Beach Club and tie the two together.
3. Mylitta reported that the new planter at the Cross Creek gate arm has been delayed because the
credit cards used for the community by Frank James, property manager and Carrie Bercan, office
administrator, had no available funds. Apparently the credit card company had reduced the credit
from a $10,000 to $3,000 limit without notifying our office staff, so for approximately six weeks,
nothing could be purchased with the credit cards. So, the pot has been selected and will be
purchased this week, and Steve will replant and place it at the entrance.
4. Rich presented a slide show that detailed many areas throughout the community where plants have
died or been removed and not replaced. There were areas along the entrances, areas along Cory
Lake Drive, areas at the isle entrance islands and areas within the cul-de-sac islands that needed
replacement plants. Steve and Jeff from LMP agreed that these areas needed touch up and that they
would be planting the areas within the next two weeks, and in fact had started some planting
already at Canary Isle, for instance.
5. The mulching of the oleanders along the Cross Creek exit will be completed soon. It was a the
decision of the committee to complete the mulching and to see what, if any, erosion were to occur
in that area and then take up remediation efforts at that time.
6. Frank reported that irrigation had been fully installed for both sides of Cory Lake Drive at the lake
view near Bermuda Isle. Now that the irrigation is in place, LMP will be installing new grass along
both sides of the road in that area.
Third Order of Business:
Aquascape
7. Frank reported that Armstrong Environmental has had a major problem with its spray equipment
and has yet to spray the other half of the vines and other growth that is encroaching on the Cypress
trees at all of the conservation areas around the lake. Rich showed photos of the areas that had
been treated and noted how instead of being killed, the Cypress were recovering now that they
were not covered in vines. They look majestic surrounding the conservation isles when unimpeded
by choking vines.
Fourth Order of Business:
Facilities
Gates:
8. Frank reported that he had marked out areas for the install of parking spaces for the gate
attendants’ personal vehicles. Discussion ensued as to whether the committee wanted to pursue
this project at this time since no complaints of the current parking situation have been heard or
received. The committee decided to put an indefinite hold on the creation of the parking spaces.
9. Rich reported that at the last CDD meeting, the Board approved the installation of only one gate
arm, and that it should be placed at the Morris Bridge visitors’ entrance. Frank reported that the
gate arm installation for that visitors’ entrance is to begin on September 22nd. The gate arm is going
to be placed behind the stopped vehicle at the entrance gate to prevent the next vehicle from
moving forward until the gate has closed for the previous vehicle.
10. Frank reported that the new stop signs at the visitor entrance that are to read “driver’s license must
be presented for access” had been delayed in ordering because his community credit card had been
denied. He reordered the signs, and they had been shipped He expects to install them as soon as
they are received in order to help make the transition easier for the new security system which is
being put in place at the gate houses. Once the new security system is in place, it will be necessary
for every driver to present their driver’s license to the gate attendant for scanning into the system in
order to gain entrance to the community.
Beach Club:
11. Stephanie reported that she had contacted the necessary parties and completed the paperwork as
much as she could for the permitting of the Beach Club kitchen for a cafe. The paperwork has been
sent to Bruce St Denis at the CDD management company for further processing. So, although it’s
moving slowly, the committee is progressing toward having a food service at the Beach Club. The
committee voted unanimously to send a recommendation to the CDD Board to submit the
application for rezoning to allow a cafe in the Beach Club.
Recreation Areas:
12. Frank reported that the security system for the pool was to be completed by Friday the 12th. The
cameras are already working. The gate access system is being completed. The gym access has
already been completed, and so residents should stop in the CDD office to see Carrie to have their
finger scanned so that they will be able to get into the gym as well as the pool. There was further
discussion among the committee as to the pool rules, enforcement of them, and the role of the
attendants, as well as to whom they report if there are issues that they couldn’t resolve. Carrie
pointed out that they were to report to her or Frank or the person attending the Beach Club when
neither of them were on site.
13. Carrie Bercan, CDD Office Administrator, addressed pool opening and closing times and signage. She
reported that pool attendants have to constantly argue with residents when closing the pool for the
day about what time “dusk” is. With the new security system becoming operational, if the pool is to
be open from dawn to dusk, then Carrie would every day have to adjust the time of opening and
closing on the security system, so that access could be gained or denied at the appropriate times.
Also, and probably more importantly signage would need to be installed at each of the entrances
that would give the correct opening and closing time. Attendants, and especially residents, would
then know the exact closing time. In addition to Carrie setting the correct times each day on the
system, the times on those signs would require changing every day. To eliminate all of this, the
committee voted unanimously to recommend that the CDD Board authorize Carrie Bercan, Office
Administrator, to establish seasonal pool opening and closing times giving consideration to daylight
times throughout the year and in accordance with Florida statute, and to publish those times to
replace the present “dawn to dusk” language in the Cory Lakes Rules and Regulations for All
Amenities.
14. The committee unanimously decided that more decorative pool signs with the same information be
installed, and that a sign with basic rules about the use of the slide be installed near the entrance to
the slide.
15. Stephanie recommended that the current multi gym which requires constant repair be replaced by
one of commercial grade that also allows for additional workouts than the present one. The
committee unanimously approved a new replacement stack multi gym machine at a cost not to
exceed $7,000. The money for such a replacement is within the Recreation Equipment budget item.
16. Rich noted that several people who use the tennis courts ride bicycles and leave them in various
places among the landscaping because there is no available bike rack in which to place them. It was
decided unanimously to have a bike rack installed at the tennis courts.
Fifth Order of Business:
Old Business
17. Frank reported that he sent the cost for the installation of a sidewalk to the Kolter/phase 7 group,
and that it was now in their hands to have the sidewalk installed. The sidewalk is planned to extend
from the mailbox area in the Ryan homes area and proceed along the CDD property out to the
intersection at Cross Creek Boulevard and Cory Lake Drive. This sidewalk would give safe access and
sidewalk connection for those living in the Ryan homes area to all the other sidewalks and amenities
at Cory Lake.
Sixth Order of Business: Other items
18. OLM report for June - LMP Score 88%. Discussion ensued among the committee members as to how
this score is achieved and what is evaluated. Frank mentioned that this score is often higher than
that achieved by the some of the Disney properties who are reviewed by this same company. It was
requested by the committee to have Paul Woods of OLM be at our next meeting to be able to
discuss items of interest and other issues related to the landscape and contracts.
19. Frank was asked to have tennis court plans and possible costs available for the committee to review
at the October meeting.
20. Carrie was asked to have Beach Club playground and sail shade plans and costs available for review
at the October meeting.
21. Frank reported that he has identified the areas for install of the towing information signs and that
he’ll go ahead with the installation.
Seventh Order of Business: Adjournment
12:51 p.m.
ACCEPTED BY THE BOARD OF SUPERVISORS AT THEIR MEETING HELD ON _____ DAY OF ___________,
2014.
______________, Chairperson
Cory Lakes Community Development District
ATTEST:
Bruce St Denis, Secretary
Cory Lakes Community Development District
Committee:
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE
Date of Meeting:
Time:
Location:
Tuesday, September 9, 2014
10:00 a.m.
Cory Lakes Beach Club, 10441 Cory Lake Drive, Tampa, Florida
Agenda
Landscape
Entrances
1. Trees in front of Pool House along the street - update
2. CC entrance – larger potted plant - update
3. Areas needing additional plants – update
4. Mulching of Oleanders along CC entrance – update
Beach Club/Beach Area
Trees/Bushes/Flowers/Turf
Irrigation
1. Area along CL Drive at lake view - update
Aquascape
Lake
1. Cypress Tree reclamation from overgrowth - update
Ponds
Wetlands
Fountains
Facilities
Gates/Entrances/Gate houses
1. Guard house parking spaces – placement and actual cost from Frank
2. Gate arm installation - update
3. Stop sign at visitors’ entrances to include “must show driver’s license” - update
Beach Club
1. Status of kitchen and permits - update
Recreation Areas
1. Security system install – update
2. Pocket parks – mulch needs fluffing/additional and grasses/weeds growing within
3. Pool rule signs - update
Old Business
1. Capri Isle sidewalks - update
Other Items
1. OLM report – 88%
2. Plans for 2 new tennis courts
3. Plans for reinstall of playground and sail shades
Adjournment/Continuance
Notice of Landscape-Aquascape-Facilities Meeting
Cory Lakes Community Development District
NOTICE
The Landscape-Aquascape-Facilities (LAF) Committee of the Cory Lakes
Community Development District will be holding a meeting on Tuesday, September 9,
2014 at 10:00 a.m. at the Cory Lakes Beach Club, 10441 Cory Lakes Drive, Tampa,
Florida.
The meeting is open to the public and will be conducted in accordance with the
provisions of Florida Law. The committee meeting may be continued to a date, time
and place to be specified on the record at the meeting.
One or more supervisors of the Board of Supervisors of the Cory Lakes
Community Development District may be in attendance.
Bruce St. Denis, District Manager
EXHIBIT 4.
MINUTES OF LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE MEETING
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
The Landscape/Aquascape/Facilities Committee meeting was held on Tuesday, October 14, 2014 at 10
a.m. at the Beach Club, 10441 Cory Lake Drive, Tampa, Florida.
Present were: Frank James (Facilities Manager), Mylitta Butler, Rich Carpenter (Chair), Dennis
DiGiacomo, AJ Forbes, Jeanne Mairn, Angela Reimer (CDD Board Supervisor), Stephanie Squires. Frank
was in attendance from 11:40 on due to a prior commitment for training for the new security system.
First Order of Business:
Call to Order: Attendance
1. The meeting was convened at 10:00 a.m. Rich reported that Frank James and Carrie Bercan were
scheduled for training on the new security system and would not be in attendance. However, Frank
sent a written report regarding the agenda items, so that we would have his input and information.
2. Because this meeting is the first of the new fiscal year, because others on the committee may want
to be the chair, and because the chairmanship is not a right but a privilege, Rich asked that the
committee elect a chairman for the year. Rich was nominated, accepted, and voted to continue as
chairman of the committee.
3. At 11:00 the committee held a conference call with Paul Woods from OLM, the independent
company who rates our landscaper, Landscape Management Professionals (LMP). Committee
members asked Paul questions related to the rating sheet and how OLM scores the work of the
landscape company, what services and help that Paul gives to the community and to the landscape
company, how our community scores with others that he inspects, what could be done to improve
our communication with LMP, what could be done to improve the management of our landscaping,
and whether the staffing is adequate for the task. After the call and with Frank’s return to the
meeting from training, the committee discussed with Frank some of the issues that were raised
during the call regarding landscape personnel and management.
Second Order of Business:
Landscape
4. Rich noted that the plantings along Cory Lake Drive in front of the Pool House were scheduled for
installation this week. Frank had approved the proposal for the landscape improvements.
5. Mylitta assured the committee that the pot to replace the one at the Cross Creek resident entrance
has been selected and will be planted and placed soon.
6. Rich updated the committee on the progress of the many areas throughout the community where
plants have died or been removed. At the entrance islands all missing plants have been replanted,
and in the coming weeks, the missing plants in the cul-de-sac islands will also be replaced. Grass
along the Cory Lake Drive in the Java area has been installed, and grass has also been installed at the
lake view area near Bermuda Isle. More than 600 plants have been replaced along the Morris Bridge
entrance, and soon, replacement plants will be installed at the Cross Creek entrance. Several dying
Acadia trees were removed from the pool area landscape, and they were replaced with Crepe
Myrtles. All on the committee noted that the work performed has definitely had a great impact on
improving the look of the landscaping throughout the community.
7. AJ requested that the committee consider adding extra layers of shrubbery between the Morris
Bridge entrance road to the gate house bordering the Capri Isle area. He mentioned that the extra
shrubbery would help to shield that area of Capri from view and access either by vehicle or by
walking. The committee agreed to take a look at that area to see whether a fence or more plantings
were necessary and take up the matter at the next meeting.
8. AJ requested that “No Loitering” signs be posted at the Beach Club. He mentioned that the security
patrol had noted several instances when people were hanging out at the Beach Club parking areas.
By unanimous vote of the committee, the No Parking signs were to be changed to read “No Parking”
and “No Loitering”.
9. AJ requested that the committee consider installing a sign alerting those at the Beach to be wary of
wildlife. Many on the committee have seen children in the water or near the woods playing without
a care to watch out for the wildlife. By unanimous vote of the committee, a sign warning of the
wildlife in the area is to be installed. Frank was given the discretion of the placement and wording
for the sign.
Third Order of Business:
Aquascape
10. Frank reported in his notes that Armstrong Environmental would be providing additional treatment
to kill the vines and other growth that is encroaching on the Cypress trees at all of the conservation
areas around the lake. Rich reported that he and Frank had boated around the islands picking up
trash and noting that where the Cypress had been sprayed they seemed to be recovering nicely.
Fourth Order of Business:
Facilities
Gates:
11. Frank reported that the concrete footing and security gate arm at the Morris Bridge visitors’
entrance was installed on September 22nd. However, the wiring and sensor parts are on back-order
and have not yet been installed.
12. Frank reported that Illuminations Holiday Lighting has started the work of installing holiday
decorations as of October 11th.
Beach Club:
13. Frank reported that a new freezer was installed and is operating. The broken freezer and ice
machine have been removed and disposed of.
Recreation Areas:
14. Regarding two new tennis courts, Frank reported that the District Engineer will schedule a meeting
with the City of Tampa to check zoning requirements, deed restrictions and setback requirements.
After the meeting, the Engineer will need to comply with City construction requirements. Soil tests
to help determine the most suitable location may be required. In the meantime, the committee
asked Frank to present several options for the placement of the courts for its review. There was
discussion as to whether the courts could be kept on the same side of the road and near the existing
courts. Committee members expressed the desire to have all the courts adjacent to each other if
possible.
15. Beach Club playground and sail shades was not discussed, as Carrie, who had the plans, was not
present but attending the training for the security system.
16. Frank reported that the broken window in the gym near the weights has been replaced with a new
piece of glass.
17. Frank reported that Identytech’s the new date for the completion of the security system for the pool
is October 14th. He noted that one of the fiber optic wires going to the finger scanner at the right
hand side of the pool needed replacement, and that should be the last fix required to have the
system up and running. He and Carrie were at staff training sessions today in order to learn the
operation of the complete system.
18. Stephanie reported that the new replacement stack multi-gym machine had been purchased and
installed, and that the old one had been sold and removed.
19. Frank reported that a bike rack has been installed at the tennis courts.
Fifth Order of Business: Old Business
20. Frank reported in his notes that Kolter Land Partners, developers for Capri Isle, will design and install
the proposed concrete sidewalk connecting Capri Isle with Cory Lake Drive.
Sixth Order of Business: Other items
21. OLM report for June - LMP Score 93%.
22. Stephanie mentioned that she thought the roof of the tower at the entrance to Cross Creek was
mildewed or moldy. It was recommended that Frank have a look, and that if it were moldy to have it
cleaned.
Seventh Order of Business: Adjournment
12:33 p.m.
ACCEPTED BY THE BOARD OF SUPERVISORS AT THEIR MEETING HELD ON _____ DAY OF ___________,
2014.
Vicki Castro, Chairperson
Cory Lakes Community Development District
ATTEST:
Bruce St Denis, Secretary
Cory Lakes Community Development District
Committee:
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE
Date of Meeting:
Time:
Location:
Tuesday, October 14, 2014
10:00 a.m.
Cory Lakes Beach Club, 10441 Cory Lake Drive, Tampa, Florida
Agenda
Note: 1st meeting of New Fiscal Year
1. Election of chairman for LAF Committee
Landscape
Entrances
1. Trees in front of Pool House along the street - update
2. CC entrance – larger potted plant - update
3. Areas needing additional plants/sod – update
4. 11:00 – 11:30 call-in from Paul Woods – OLM
5. Extra layers of shrubbery between the entrance road and Capri area
Beach Club/Beach Area
1. "No Loitering after Dark" signs at Beach Club parking lot
2. Beach Club/Pool signs alerting guest/residents to the threat of wildlife in the lake, ponds and
wooded areas
Trees/Bushes/Flowers/Turf
Irrigation
Aquascape
Lake
1. Cypress Tree reclamation from overgrowth - update
Ponds
Wetlands
Fountains
Facilities
Gates/Entrances/Gate houses
1. Gate arm installation – update
2. Holiday Lighting
Beach Club
1. Status of kitchen and permits - update
Recreation Areas
1. New tennis court plans
2. Beach club playground and sail shade installation plans
3. Security system install – update
4. Protection for glass in gym near weights
5. Pool furniture cushions cleaning
6. Blinds near gym weights - removal
7. Pocket parks – mulch needs fluffing/additional and grasses/weeds growing within - update
8. Pool rule signs – update
9. New gym equipment – update
10. Bike rack at tennis courts - update
Old Business
1. Capri Isle sidewalks - update
Other Items
1. OLM report – 93%
Adjournment/Continuance
Notice of Landscape-Aquascape-Facilities Meeting
Cory Lakes Community Development District
NOTICE
The Landscape-Aquascape-Facilities (LAF) Committee of the Cory Lakes
Community Development District will be holding a meeting on Tuesday, October 14,
2014 at 10:00 a.m. at the Cory Lakes Beach Club, 10441 Cory Lakes Drive, Tampa,
Florida.
The meeting is open to the public and will be conducted in accordance with the
provisions of Florida Law. The committee meeting may be continued to a date, time
and place to be specified on the record at the meeting.
One or more supervisors of the Board of Supervisors of the Cory Lakes
Community Development District may be in attendance.
Bruce St. Denis, District Manager
EXHIBIT 5.
MINUTES OF LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE MEETING
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
The Landscape/Aquascape/Facilities Committee meeting was held on Tuesday, November 11, 2014 at 10
a.m. at the Beach Club, 10441 Cory Lake Drive, Tampa, Florida.
Present were: Frank James (Facilities Manager), Mylitta Butler, Rich Carpenter (Chair), Dennis
DiGiacomo, AJ Forbes, Jeanne Mairn, Stephanie Squires. Steve Small and Jeff Henesius from LMP
landscapers were in attendance for the landscape section of the agenda.
First Order of Business:
Call to Order: Attendance
1. The meeting was convened at 10:00 a.m.
Second Order of Business:
Landscape
2. Steve showed the committee the Merit Award plaque received by LMP and Cory Lake for
recognition of superior work in the areas of landscape and lawn care. PLANET is the national trade
association representing more than 100,000 landscape and lawn care industry professionals who
create and maintain healthy, green living spaces for communities across America. LMP has ordered
an additional plaque for display in the Beach Club.
3. Rich noted that the plantings in front of the Pool House had been completed, except for the palm
trees. Steve said that the palms were to be delivered on Thursday and would be planted on Friday
November 14th. The planting of the palms would complete the new landscape in front of the Pool
House.
4. Mylitta noted that the new larger pot had been planted and placed at the Cross Creek resident
entrance next to the bar gate to help prevent bicycles and motorcycles from entering through the
gap. She mentioned that the plantings seemed small, and so she and Steve would get together to
see whether a larger plant could be centered in the pot.
5. Rich questioned why the missing plants in the cul-de-sac islands had not yet been replaced. Steve
said that Frank had wanted the entrance isles to be of first priority, and so they had been planted.
Steve mentioned that the cul-de-sacs do not have irrigation, and that to plant now would jeopardize
the plants without watering. His team could do the watering, but the cost to do so is $300 per day.
The committee decided to wait until spring to complete the plantings in the cul-de-sacs.
6. Rich questioned whether the other areas missing plants such as the bridge area near the pool, and
the Cross Creek entrance from the gate house to the intersection of Cory Lake Drive could still be
planted. Steve responded that those areas have irrigation, and so LMP would be replacing any
missing plants in those areas. He mentioned that the azaleas on the bridge area had reached their
lifespan, and that Paul Woods from OLM had recommended removing the azaleas and planting
jasmine to fill in the void and match the jasmine already there. The committee agreed to the
planting of the jasmine.
7. Steve said that jasmine would also be planted around the sewer lift station along Cory Lake Drive.
Although that area is not irrigated, the jasmine would do well with any rain water that it would
receive.
8. Rich questioned whether Steve and Paul had decided on a landscape plan to address the depression
on the right hand side of the Morris Bridge exit roadway. He said that they had. They would remove
the sparse plantings surrounding the area presently and plant similar grass to what’s in the center
island to surround the area and thus make it less visible. In addition, several 40 gallon cypress trees
9.
10.
11.
12.
13.
would be planted in the depression, as they like and will grow in the water that collects there.
Additionally he proposed adding fill on the right hand side of the sidewalk in that area and planting
jasmine to both hold the fill in place and to aid in stopping the erosion. To the right of the jasmine
and up to the wood line, he would cover with pine mulch which would also help to retain the fill and
contain erosion. He estimated the cost to be approximately $20,000 for the complete project. LMP
appraisers were to visit later today to firm up the cost and to put together a proposal, so that the
committee would have the fixed cost at the next meeting for its review and action.
AJ presented several photos of the landscaping along the Morris Bridge entrance just before the
gate house bordering on the Ryan Homes development area. He asked Steve to give the committee
a proposal of adding a row of shrubbery in this area to make this area more secure. He mentioned
that the extra shrubbery would help to shield that area of Capri from view as well as access either by
vehicle or by walking. Steve will have a proposal for the committee to review at the next meeting.
AJ showed several photos of tall palms at the Cross Creek gate entrance that were in need of
pruning to get rid of the dead fronds. Steve said that the pruning of the tall trees is done twice a
year. At the suggestion of Paul Woods, those tall trees should be cut down so that the smaller ones
could grow and fill out to maturity, so that is what Steve is planning in the near future.
Steve asked the committee whether it wanted to upgrade the winter planting of annuals at the
entrances to include poinsettias. All on the committee agreed that suggestion was a great one.
Jeff said that LMP wanted to have the annual mulching of the entire community done in time for the
coming holidays. He mentioned that the mulching was originally scheduled to begin on October
14th, but LMP has postponed it because LMP and the CDD had not yet signed the landscape service
agreement. LMP didn’t want to commit to such a large expenditure (approximately $49,000) on
their part without having the signed agreement. They have been doing the regular maintenance and
some planting without the agreement in trust that it would be signed. Committee members
expressed dismay that the contract had not yet been signed, especially since LAF had done it s due
diligence in getting the bids and making the decision and recommendation to the CDD Board by
June. Several on the committee voiced concerns that the Board or DPFG, its management company,
or the lawyers for the CDD had not done their work to get the contract completed and signed in a
timely manner, so that the October 1st start date of the contract could be met.
Carrie reported that she had not yet ordered all the new signs (pool, slide, loitering, tennis, wildlife).
She had been waiting to get all the information for all the signs as well as the choice of materials and
colors so that all the signs could be ordered at the same time with a consistent design.
Third Order of Business:
Aquascape
14. Frank reported that Armstrong Environmental was indicating that new species were growing in the
lake. Frank has been receiving many complaints regarding the growth in the lake and is looking at
finding a more responsive company to do the spraying. He noted, however, that the next lowest bid
for the work was much higher in cost.
Fourth Order of Business:
Facilities
Gates:
15. Frank reported that the sensor wiring and brick paver removal and resetting for the gate arm at
Morris Bridge is scheduled to begin on Thursday, November 13th. Once that work is completed and
the system is tested, the new security system for the gate houses should be operational. He noted
that Identytech, the company doing the install of the new security system, is not showing up to do
the work and is not responding to his calls and requests. Apparently they are of the mind that they
should be paid in full. They have been paid 50% of the contract up front before any work was to
begin. They were paid an additional 25% per the contract. Frank is holding back the last 25% per
contract until all the work is completed and the system is fully tested and functional. Because of the
hold back, the company has become less than responsive.
Beach Club:
16. Rich noted that there is no money budgeted for any renovation of the gym facility. The committee
had hoped to do some renovation within the last year’s budget, but the money was not freed up to
do so. Thus, no renovations are forthcoming in the near future.
Recreation Areas:
17. Frank reported that he had met with the district engineer and two other tennis consultants
regarding the placement of tennis courts. It’s their and his recommendation that the new courts be
located in the field across from the existing courts. The reasons for the recommendation are that
added expenses would be incurred to locate two courts at separate locations. Additional electrical,
fencing and site preparation costs would accrue if two separate courts were added. Keeping the
courts together on the other side of the roadway would be the least expensive option. Frank will
have more complete plans for the committee to review at the next meeting.
18. Carrie presented the committee with a proposed plan for the reinstall of the Beach Club playground.
The committee voted approval of the plan, with the possible exception of moving the smaller-child
playground equipment to along the sidewalk bordering the pool and the larger-child equipment to
the area vacated by the smaller-child equipment. The footprint of the equipment should remain
approximately the same, so that the sail shade system could be installed above it. As in the previous
playground, the swings would not be set within the artificial turf. The three different swing sets
would be set in different locations in the beach sand.
19. Frank and Carrie reported that the pool slide has been inoperable for approximately three weeks.
Although the nicks in the fiberglass that could cause injury have been filled, Com-Pac, Inc. has not
completed the repair. On October 22nd Bay Area Environmental videotaped the interior of the slide
and documented some additional surface defects that may cause injury. The attorney for the CDD
has been notified of the findings. To be determined is whether the manufacture of the slide is faulty;
whether the install of the slide is faulty; whether the slide can be properly repaired; or whether the
slide needs replacement.
Fifth Order of Business: Old Business
20. Frank reported that the CDD engineer is designing a new location for the sidewalk connection of
Capri Isle to the Morris Bridge sidewalk. The previous design presented too many challenges with
the various elevations and existing infrastructure.
21. Frank reported that the Cross Creek entrance monument roof had been pressure washed.
Sixth Order of Business: Other items
22. OLM report for June - LMP Score 93%.
23. AJ asked the committee to recommend that the CDD Board note to the POA committee the concern
regarding the upkeep of personal properties. The CDD and LAF is highly focused on keeping the
community looking good, but the POA enforcement team is not doing their part. For instance, some
properties have not trimmed the trees in their yards in a year, and dead branches are hanging from
them. The committee agreed to the recommendation.
Seventh Order of Business: Adjournment
12:46 p.m.
ACCEPTED BY THE BOARD OF SUPERVISORS AT THEIR MEETING HELD ON _____ DAY OF ___________,
2014.
Vicki Castro, Chairperson
Cory Lakes Community Development District
ATTEST:
Bruce St Denis, Secretary
Cory Lakes Community Development District
Committee:
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE
Date of Meeting:
Time:
Location:
Tuesday, November 11, 2014
10:00 a.m.
Cory Lakes Beach Club, 10441 Cory Lake Drive, Tampa, Florida
Agenda
Landscape
Entrances
1. Trees in front of Pool House along the street - update
2. CC entrance – larger potted plant - update
3. Areas needing additional plants/sod – update
1. Cypress tree stand for Morris Bridge
2. Plantings around sewer lift station on CL Drive
3. Cross Creek entrance
4. Extra shrubbery between the entrance road and Capri area – update
5. Trim (tall) trees and palms along CC entrance and at gate house
Beach Club/Beach Area
1. "No Loitering after Dark" signs at Beach Club - update
2. Beach Club/Pool signs alerting guest/residents to the threat of wildlife in the lake, ponds and
wooded areas - update
Trees/Bushes/Flowers/Turf
Irrigation
Aquascape
Lake
Ponds
Wetlands
1. Properly/quickly drain water pooling around sump areas
Fountains
Facilities
Gates/Entrances/Gate houses
1. Move Capri Isle sign to other side of the street
Beach Club
1. Status of kitchen and permits – update
2. Renovation of gym
Recreation Areas
1. New tennis court plans
2. Beach club playground and sail shade plans
3. Security system install – update
Old Business
Other Items
1. OLM report – 93% - LMP received Merit Award from Planet for Cory Lake landscape maintenance
2. Street light bases needing painting
3. Recommendations to POA regarding upkeep of personal property
4. Open gate on Cory Lake Drive to trailer/parking area
Adjournment/Continuance
Notice of Landscape-Aquascape-Facilities Meeting
Cory Lakes Community Development District
NOTICE
The Landscape-Aquascape-Facilities (LAF) Committee of the Cory Lakes
Community Development District will be holding a meeting on Tuesday, November 11,
2014 at 10:00 a.m. at the Cory Lakes Beach Club, 10441 Cory Lakes Drive, Tampa,
Florida.
The meeting is open to the public and will be conducted in accordance with the
provisions of Florida Law. The committee meeting may be continued to a date, time
and place to be specified on the record at the meeting.
One or more supervisors of the Board of Supervisors of the Cory Lakes
Community Development District may be in attendance.
Bruce St. Denis, District Manager
EXHIBIT 6.
MINUTES OF LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE MEETING
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
The Landscape/Aquascape/Facilities Committee meeting was held on Tuesday, December 9, 2014 at 10
a.m. at the Beach Club, 10441 Cory Lake Drive, Tampa, Florida.
Present were: Frank James (Facilities Manager), Mylitta Butler, Rich Carpenter (Chair), Dennis
DiGiacomo, AJ Forbes, Jeanne Mairn, Stephanie Squires.
First Order of Business:
Call to Order: Attendance
1. The meeting was convened at 10:00 a.m.
Second Order of Business:
Landscape
2. Frank reported that the proposal for installing Bald Cypress trees, Fakahatchee grass, Confederate
Jasmine and Pine straw in and along the Morris Bridge retention area was approved, and that LMP
would be installing the landscape improvements in the near future.
3. AJ reported that the committee should hold off on installing extra shrubbery between the Morris
Bridge entrance and Capri Isle. The security committee is looking into whether fencing in that area
should be installed instead. In addition, Frank was to check in with the Kolter/Ryan group to see
whether they would extend the fencing in that area.
4. Carrie Bercan reported that all the signage the committee had requested for the pool, beach and
front of the Beach Club has been chosen and ordered. The signs should arrive within the next 3
weeks for installation.
5. Frank reported that the LMP contract has been signed, and the mulching throughout the community
has been approved. So, within the next few weeks, the entire CDD property will be mulched,
including that in front of the Pool House where the new plants have been added directly in front of
the Pool House.
Third Order of Business:
Facilities
6. Frank reported that he has approved the power washing of the parking area and the back deck of
the Beach Club. Members of the committee requested whether the sides of the road at the Cross
Creek and Morris Bridge entrances would also be washed. Frank was to look at his budget to see
how much more could be done within the budget.
7. The kitchen permits are still with DPFG to be submitted at the same time as permits for the new
tennis courts.
8. Stephanie mentioned that the gym walls look to need cleaning or painting. It was suggested to try to
have the walls washed first to improve their look. If not, then spot painting may be required.
9. Frank reported that he has received three proposals for the install of two tennis courts: Welch
Tennis Courts at $121,850 (does not include site work), Elite Court Construction at $98,485 (does
not include practice pad), and Sport Surfaces at $120,050 (practice pad dimensions incorrect). He is
currently in the process of getting final pricing from each of the vendors with the same
specifications in order to make an informed recommendation. In addition, he’s awaiting a fourth
proposal from Nidy Sports Construction. Frank mentioned that the courts were most likely to mirror
in placement those already in place, only on the other side of the access road. Rich questioned
whether they should be constructed either across from the current tennis parking to make access to
L-A-F Committee
Meeting
December 9, 2014
Page 2 of 3
the courts easier and also to leave room towards the basketball court for the install of additional
tennis or basketball courts in the future. Frank was going to investigate the possibilities.
10. Carrie reported that the requested changes to the playground layout had been made. The younger
child area will be closer to the pool, and the older child play area will be placed behind it. She
therefore approved the plans and is now getting the sail shade structure measurements and pricing
in place. She expects that the install will take approximately 3 weeks once all plans have been
approved, and the re-install of the playground will be completed by early spring.
11. Frank reported that all the equipment is in place for the new security system and that it is currently
being used. However, he noted that there are glitches in both the equipment and the use of it that
are now being worked out. He has been told that the DSX system currently in use is outdated, and
that may be why some of the glitches are occurring. A new system may be required to get the most
efficiency from the system. We have installed the most new and high tech security system to work
with an existing many-years-old technology.
12. At the suggestion of Stephanie, the committee approved the purchase of a 70 pound dumbbell and
a new pad for doing floor sit-ups. Stephanie was to complete the research for the purchases.
Fourth Order of Business:
Old Business
13. Frank reported that the District Engineer has redesigned the proposed concrete sidewalk to the new
location. The new sidewalk will connect to the existing one at the entrance of Capri Isle, go across
the median and connect to the sidewalk running along the Morris Bridge exit road.
14. Because Frank has received many complaints regarding the poor condition and maintenance of the
lake and ponds, he has asked for proposals from other lake management companies. The proposals
received are: Armstrong Environmental (current vendor) $24,750; Aquatic Systems $48,568; and
Cardno $68,115. He is evaluating the proposals to make a recommendation.
Fifth Order of Business: Other items
15. OLM report for June - LMP Score 94%.
16. The committee spent some time going over the pros and cons of the holiday decorations/lighting in
order to determine changes for next year. Mylitta commented that she thought the community
should invest in decorations that could be used year after year and store them in a rental storage
unit if needed. Dennis noted that the lights at the Cross Creek entrance were not bright enough. The
bulbs were smaller and did not emit enough light. Dennis asked Frank to see whether the bulbs
could be replaced this year. Rich mentioned that there might be a power issue, and so the smaller
lights may have been necessary. Frank was to check with an electrician regarding electric power at
that entrance and request that brighter lighting be installed. A list of changes and comments was
made so that we could address them at next month’s meeting with the vendor.
17. Stephanie pointed out that at bus stops residents are parking on the grass near monuments and
causing deep ruts and wear and tear on the grassy areas. She asked whether anything could be done
to ask residents who are waiting at the bus stops to not park on the grass. Frank said that he could
place “no parking” signs in those areas to help prevent driving on the grass.
18. AJ proposed two safety features for the committee’s review. One was the painting of directional
arrows on the pavers to help indicate traffic flow. The other was to place two “do not enter” signs,
one on each side of the road at the end of the entrance road at Morris Bridge and at the intersection
with the Capri Isle entrance. After discussion, committee members decided on no action.
19. Committee members asked why the pool slide was still inoperable. Frank explained that there is
some finger pointing going on between the installer and manufacturer as to who is responsible and
L-A-F Committee
Meeting
December 9, 2014
Page 3 of 3
that it’s going to take some time to get something worked out. Dennis mentioned why not
fix/replace the slide – whatever was necessary to get it operational – and then sue the companies
for damages. Frank mentioned that it was presently in the hands of the CDD lawyer.
Seventh Order of Business: Adjournment
11:37 p.m.
ACCEPTED BY THE BOARD OF SUPERVISORS AT THEIR MEETING HELD ON _____ DAY OF ___________,
2014.
_________________, Chairperson
Cory Lakes Community Development District
ATTEST:
Bruce St Denis, Secretary
Cory Lakes Community Development District
Committee:
CORY LAKES COMMUNITY DEVELOPMENT DISTRICT
LANDSCAPE/AQUASCAPE/FACILITIES COMMITTEE
Date of Meeting:
Time:
Location:
Tuesday, December 9, 2014
10:00 a.m.
Cory Lakes Beach Club, 10441 Cory Lake Drive, Tampa, Florida
Agenda
Landscape
Entrances
1. Cypress tree stand for Morris Bridge and landscaping along sidewalk - update
2. Extra shrubbery between the entrance road and Capri area – update
Beach Club/Beach Area
1. "No Loitering after Dark" signs at Beach Club - update
2. Beach Club/Pool signs alerting guest/residents to the threat of wildlife in the lake, ponds and
wooded areas – update
3. Mulch in front of pool house
Trees/Bushes/Flowers/Turf
Irrigation
Aquascape
Lake
Ponds
Wetlands
Fountains
Facilities
Gates/Entrances/Gate houses
1. Pressure wash Cross Creek entrance
Beach Club
1. Status of kitchen and permits – update
2. Gym wall cleaning
Recreation Areas
1. New tennis court plans - update
2. Beach club playground and sail shade plans - update
3. Security system install – update
4. 70 pound dumbbell for gym
5. Pad for floor sit-ups
Old Business
Other Items
1. OLM report – 94%
2. Holiday decorations pros and cons – changes for next year
3. Bus Stops around the community
4. Possible safety features
5. Other
Adjournment/Continuance
Notice of Landscape-Aquascape-Facilities Meeting
Cory Lakes Community Development District
NOTICE
The Landscape-Aquascape-Facilities (LAF) Committee of the Cory Lakes
Community Development District will be holding a meeting on Tuesday, December 9,
2014 at 10:00 a.m. at the Cory Lakes Beach Club, 10441 Cory Lakes Drive, Tampa,
Florida.
The meeting is open to the public and will be conducted in accordance with the
provisions of Florida Law. The committee meeting may be continued to a date, time
and place to be specified on the record at the meeting.
One or more supervisors of the Board of Supervisors of the Cory Lakes
Community Development District may be in attendance.
Bruce St. Denis, District Manager
LANDSCAPE/AQUASCAPE/FACILITIES
December 2014 Report
Frank James – Facilities Manager
_________________________________________________________________________________________________
Landscape:
Entrances
1. Cypress trees in MB retention area – LMP submitted proposal # 22852 for
$10,333 to make improvements to the MB retention area.
2. Extra shrubbery between entrance road and Capri area – Proposal
Approved LMP Proposals
•
•
•
•
LMP proposal # 22219 was approved for $48,750 to install 1,300
cubic yards of Mini-Pine bark Nuggets throughout the community.
LMP proposal # 22852 was approved to install Bald Cypress trees,
Fakahatchee grass, Confederate Jasmine and Pine straw at the MB
retention area.
LMP proposal # 22659 was approved to install crushed road base and
“Rip-Rap” to control erosion in area of Capri Isle.
LMP proposal # 22658 for $6,180 was approved to install weed
barrier and River Rock to control erosion within the pool mound area.
Completed LMP Proposals
•
•
•
•
•
•
•
Proposal # 22131 was completed to make improvements to the CLD
west side lift-station area.
Proposal # 22132 was completed to install Azalea and Jasmine within
the tennis court area.
Proposal # 22134 was completed to install pink oleanders on CLD
across from Cachet Isle.
Proposal #22135 was completed to install 76 Azalea plants on the exit
side near the Cross Creek Gatehouse.
Proposal # 22427 was completed to install Confederate Jasmine and
mulch in voided areas near the Cross Creek Gatehouse.
Proposal # 22426 was completed to make $2,217.50 worth of
landscape improvements to the east bridge area along Cory Lake
Drive, close to the tennis courts and pool.
Proposal # 22425 was completed to install Viburnum and Jack River
Rock along the stairwells in the pool area.
1
Beach Club/Beach Area
1. No Loitering after Dark signs – Included with Office Administrator’s design
and purchase of all signage.
2. Beach Club/Pool Signs – The Office Administrator is coordinating the design
and purchase for all of the signage at the Beach Club, Pool, Lake, Ponds and
Wooded Areas.
3. Mulch in front of pool house – This is part of the approved proposal # 22219
that was delayed because the LMP contract hadn’t been executed until
recently.
Trees/Bushes/Flowers/Turf
Irrigation
Aquascape:
Lake/Ponds
Wetlands/Fountains
Facilities:
Gates/Entrances/Gate Houses
1. Pressure wash Cross Creek entrance – Will be completed if funds are
available.
Beach Club
1. Status of Kitchen and permits – Information forwarded to District Engineer.
2. Gym wall cleaning - Proposal
Recreation Areas
1. New Tennis Court Plans – To date have received the following proposals but
some of the proposals are incomplete and I have requested additional
information from the bidders:
• Welch Tennis Courts
$121,850 (Does not include site work)
• Elite Court Construction
$98,485 (Does not include practice pad)
• Sports Surfaces
$120,050(Practice Pad dimensions wrong
• Nidy Sports Construction (“Awaiting Proposal”)
2. Beach club playground and sail shade plans – Office Administrator’s report.
3. Security system install - Staff training is completed and the Exhibit “D”
section checklist part of the contract has been reviewed and accepted. The
system is fully operational however; systems glitches are being worked out.
2
4. 70 pound dumbbell for gym –
5. Pad for sit-ups -
Old Business:
1. District Engineer has redesigned the proposed concrete sidewalk to the new
location that connects Capri Isle with the Morris Bridge sidewalk. The new
sidewalk will continue from the entrance of Capri across Cory Lake
Boulevard and connect to the existing Morris Bridge sidewalk. The
Cornerstone Construction Company will install the new sidewalk.
2. Gate Tech stated that they plan on completing the installation of the gate arm
for the MB gatehouse by Friday December 12th.
3. Received numerous complaints regarding the poor condition and
maintenance of the lake and ponds. Below is a brief summary of some of the
lake maintenance and management proposals that the CDD has already
received:
1st Year
Annually
• Armstrong Environmental
$24,750
$24,750
• Aquatic Systems
$48,568
$38,568
• Cardno
$68,115
$45,420
Other Items
1.
2.
3.
4.
5.
OLM report
Holiday decorations pros & cons – changes for next year
Bus Stops around the community
Possible safety features
Other
3
EXHIBIT 7.
CORY LAKES
COMMUNITY DEVELOPMENT DISTRICT
UNAUDITED FINANCIAL STATEMENTS
PRELIMINARY AS OF
SEPTEMBER 30, 2014
CORY LAKES CDD
FINANCIAL REPORT SUMMARY - GENERAL FUND
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FISCAL YEAR: OCTOBER 1, 2013 TO SEPTEMBER 30, 2014
CURRENT YEAR
9/30/2014
CASH BALANCE
$
LESS: ACCOUNTS PAYABLE
1,362,396
PRIOR YEAR
9/30/2013
$
137,162
1,163,301
29,887
NET CASH BALANCE
$
1,225,234
$
1,133,414
UNRESERVED GF BALANCE (UN-ASSIGNED)
$
455,036
$
364,029
RESERVE GF BALANCE (ASSIGNED)
TOTAL GENERAL FUND BALANCE
769,385
$
1,224,421
769,385
$
1,133,414
REVENUE AND EXPENDITURES (FY 2014 YTD):
REVENUE (YTD)
ACTUAL
YEAR-TO-DATE
BUDGET
YEAR-TO-DATE
$
$
EXPENDITURES (YTD)
1,870,300
(1,820,031)
2,101,582
FAVORABLE
(UNFAVORABLE)
VARIANCE
$
(1,813,570)
(231,282)
(6,461)
NET OPERATING CHANGE
$
50,269
$
288,012
$
(237,743)
AVERAGE MONTHLY EXPENDITURES
$
(151,669)
$
(151,131)
$
(538)
SIGNIFICANT FINANCIAL ACTIVITY:
ACTUAL
YEAR-TO-DATE
BUDGET
YEAR-TO-DATE
$
$
FAVORABLE
(UNFAVORABLE)
VARIANCE
REVENUE:
ASSESSMENTS-ON-ROLL (NET)
EXPENDITURES:
LEGAL-GENERAL-STRALEY & ROBIN
SPECIAL LITIGATION
UTILITIES
SECURITY
FIELD OFFICE ADMINISTRATION
LANDSCAPE MAINTENANCE
FACILITIES MAINTENANCE
CAPITAL IMPROVEMENTS
1,701,128
14,546
18,666
241,807
333,123
295,681
420,542
160,257
128,270
SEE RESPECTIVE FINANCIAL STATEMENTS FOR MORE DETAIL
1,751,793
15,000
15,000
204,505
334,000
252,990
433,500
249,020
108,700
$
(50,664)
454
(3,666)
(37,302)
877
(42,691)
12,958
88,763
(19,570)
CORY LAKES CDD
GENERAL FUND
GENERAL FUND
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FY2014
ADOPTED
BUDGET
REVENUE
SPECIAL ASSESSMENTS - ON ROLL - ALL RESIDENTS (GROS $
SPECIAL ASSESSMENTS - ON ROLL -CACHET ONLY (GROSS
LESS: ASSESSMENT DISCOUNT
SPECIAL ASSESSMENTS - OFF ROLL -DEVELOPER
SPECIAL ASSESSMENTS - FROM LOT CLOSINGS
MISCELLANEOUS REVENUE (B-codes, rental, license plate, other
INTEREST
PRIOR PERIOD REVENUE -DELINQUENT ROLLS
FUND BALANCE FORWARD
VARIANCE
NET BUDGET
ACTUAL
FAVORABLE
YEAR-TO-DATE YEAR-TO-DATE (UNFAVORABLE)
1,824,784 (a) $
15,966
(73,630)
110,688
25,000
8,000
1,751,793
15,327
110,688
25,000
8,000
$
1,701,128 (a) $
14,689
82,775
32,725
26,589
6,181
6,213
-
(50,664)
(639)
(27,914)
32,725
1,589
(1,819)
6,213
(190,774)
1,870,300
(231,282)
190,774
190,774
2,101,582
2,101,582
20,000
1,368
1,530
524
69,840
4,800
600
6,000
175
3,000
10,000
15,000
132,837
20,000
1,368
1,530
524
69,840
4,800
600
6,000
175
3,000
10,000
15,000
132,837
15,000
15,000
15,000
15,000
18,666
18,666
(3,666)
(3,666)
147,837
147,837
165,723
(17,886)
INSURANCE:
INSURANCE (Liability, Property and Casualty)
TOTAL INSURANCE
21,547
21,547
21,547
21,547
21,444
21,444
ASSESSMENT ADMINISTRATION:
COUNTY-ASSESSMENT COLLECTION FEES
ASSESSMENT ADMINISTRATION
TOTAL ASSESSMENT ADMINISTRATION
73,630
7,760
81,390
7,760
7,760
TOTAL REVENUE
EXPENDITURES
ADMINISTRATIVE EXPENSES
GENERAL ADMINISTRATIVE:
SUPERVISORS' COMPENSATION
ADP PAYROLL SERVICE FEE
FICA
UNEMPLOYMENT TAX
MANAGEMENT CONSULTING SRVS
MISCELLANEOUS EXPENSES
GENERAL OPERATING (Gen Office Expenses)
GENERAL OPERATING - Mass Mailing
BANKING SERVICES
AUDITING
REGULATORY FEES
LEGAL ADVERTISEMENTS
ENGINEERING SERVICES - GENERAL
ENGINEERING SERVICES - POOL CONSTRUCTION
LEGAL SERVICES - GENERAL
TOTAL GENERAL ADMINISTRATION
SPECIAL LITIGATION:
SPECIAL LITIGATION - (Pool )
SPECIAL LITIGATION - OTHER
TOTAL SPECIAL LITIGATION
TOTAL ADMINISTRATIVE
10,861
894
765
86
61,510
2,382 (b)
4,800
1,739
150
4,000
175
3,066
23,180
18,902
14,546
147,057
9,139
474
765
438
8,330
(2,382)
(1,739)
450
2,000
(66)
(13,180)
(18,902)
454
(14,220)
FINANCIAL ADMINISTRATION
Page 3 of 6
- (a)
7,760
7,760
103
103
-
CORY LAKES CDD
GENERAL FUND
GENERAL FUND
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FY2014
ADOPTED
BUDGET
VARIANCE
NET BUDGET
ACTUAL
FAVORABLE
YEAR-TO-DATE YEAR-TO-DATE (UNFAVORABLE)
DEBT SERVICE ADMINISTRATION:
ARBITRAGE
BOND AMORTIZATION SCHEDULE FEE
DISSEMINATING AGENT
TRUSTEE FEES
TRUST ACCOUNTING
NOTES - SOAVE PROPERTY - DEBT SVC
1,500
1,500
3,000
11,097
14,259
22,355
1,500
1,500
3,000
11,097
14,259
22,355
2,500
700
3,000
3,233
14,259
21,733
(1,000)
800
7,865
622
TOTAL DEBT SERVICE ADMINISTRATION
53,711
53,711
45,425
8,286
156,648
83,018
74,629
8,389
UTILITIES:
COMMUNICATION (Bright House, Verizon & other)
WEB-SITE MAINTENANCE
ELECTRICITY - STREETLIGHTS
ELECTRICITY - GENERAL
PROPANE GAS
WATER, SEWER & IRRIGATION
SOLID WASTE REMOVAL (Beach Club Dumpster)
SEWER LIFT STATIONS MAINTENANCE
TOTAL UTILITIES
10,000
2,500
135,813
38,960
400
10,000
4,282
2,550
204,505
10,000
2,500
135,813
38,960
400
10,000
4,282
2,550
204,505
10,429
420
148,607
61,287
408
11,725
5,387
3,545
241,807
(429)
2,080
(12,794)
(22,327)
(8)
(1,725)
(1,105)
(995)
(37,302)
SECURITY:
SECURITY - CONTRACT
SECURITY - OTHER (Tampa Police, Other)
SECURITY - SPECIAL EVENTS AND SAFETY
TOTAL SECURITY
313,000
15,000
6,000
334,000
313,000
15,000
6,000
334,000
314,959
18,164
333,123
(1,959)
(3,164)
6,000
877
FIELD OFFICE ADMINISTRATION:
CONTRACTUAL SERV - FIELD MGT & OFFICE PERSONNEL
CONTRACTUAL SERV -REIMBURSABLE EXPENSES
SEASONAL DECORATIONS
BEACH CLUB OFFICE EQUIPMENT
BEACH CLUB OFFICE SUPPLIES
BEACH CLUB GYM SUPPLIES
BEACH CLUB & POOL ATTENDANTS
GUARD OFFICE EQUIPMENT
GUARD OFFICE SUPPLIES
CMMS LICENSE AND SUPPORT
QOL- COMMUNITY EVENTS (COORDINATOR SVC )
QOL- COMMUNITY EVENTS
SPECIAL RESIDENTIAL MAILING
TOTAL FIELD OFFICE ADMINISTRATION
105,000
16,000
3,000
4,550
1,500
37,440
1,000
1,500
2,000
48,000
30,000
3,000
252,990
105,000
16,000
3,000
4,550
1,500
37,440
1,000
1,500
2,000
48,000
30,000
3,000
252,990
133,594
1,273
16,000
3,960
1,742
658
48,750
2,082
2,030
50,808
33,115
1,668
295,681
(28,594)
(1,273)
(960)
2,808
842
(11,310)
(1,082)
(530)
2,000
(2,808)
(3,115)
1,332
(42,691)
TOTAL FINANCIAL ADMINISTRATIVE
Page 4 of 6
CORY LAKES CDD
GENERAL FUND
GENERAL FUND
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FY2014
ADOPTED
BUDGET
VARIANCE
NET BUDGET
ACTUAL
FAVORABLE
YEAR-TO-DATE YEAR-TO-DATE (UNFAVORABLE)
PROPERTY MAINTENANCE
LANDSCAPE MAINTENANCE:
LANDSCAPING ( Fertilizatn, insect ctrl, shrub maint)
MULCH
BEACH SAND
ANNUALS ( Morris Bridge Entrance)
PLANT REPLACEMENT, MAINTENANCE
SOD REPLACEMENT
WELL MAINTENANCE - IRRIGATION
IRRIGATION - MAINTENANCE
IRRIGATION - REPAIRS
TREE REMOVAL
INSPECTION SERVICES (OLM)
LAKE AND POND MAINTENANCE
236,000
35,000
6,500
8,000
50,000
20,000
6,000
10,000
20,000
10,000
12,000
20,000
236,000
35,000
6,500
8,000
50,000
20,000
6,000
10,000
20,000
10,000
12,000
20,000
245,445
36,623 (c)
15,938
11,716
43,545
10,143
1,995
11,087
10,775
14,000
19,275
(9,445)
(1,623)
(9,438)
(3,716)
6,455
9,857
4,005
(1,087)
20,000
(775)
(2,000)
725
TOTAL LANDSCAPING MAINTENANCE
433,500
433,500
420,542
12,958
FACILITIES MAINTENANCE:
OUTSIDE FACILITIES MAINTENANCE (Handyman)
CLEANING SERVICE (BC & GH)
PEST CONTROL
POOL MAINTENANCE
BARCODE DATABASE
SECURITY GATE MAINTENANCE / REPAIR (CC & MB)
SECURITY GATE MAINTENANCE / REPAIR (Cachet Isles - Only
MONUMENTS AND SIGNS
FOUNTAIN
STORM WATER DRAINAGE
STORAGE
STREET SWEEPING
RECREATION EQUIPMENT MAINTENANCE & REPAIR
BUILDING / EQUIPMENT MAINTENANCE AND REPAIR
PRESSURE WASHING
PAVER REPAIRS
CLEAR & REPAIR MONUMENT LANTERNS
WINDOW CLEANING - COMMERCIAL
TOTAL FACILITIES MAINTENANCE
25,000
25,000
1,800
40,000
3,500
15,000
14,720
5,000
7,000
15,000
3,000
1,500
20,000
20,000
10,000
30,000
7,500
5,000
249,020
25,000
25,000
1,800
40,000
3,500
15,000
14,720
5,000
7,000
15,000
3,000
1,500
20,000
20,000
10,000
30,000
7,500
5,000
249,020
41,448 (d)
13,328
875
10,469
6,305
9,114
2,932
1,056
5,321
1,275
450
7,143
18,262
10,145
24,030
7,461
645
160,257
Page 5 of 6
(16,448)
11,672
925
29,531
(2,805)
5,886
11,788
3,944
1,679
15,000
1,725
1,050
12,857
1,738
(145)
5,970
39
4,355
88,763
CORY LAKES CDD
GENERAL FUND
GENERAL FUND
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FY2014
ADOPTED
BUDGET
CAPITAL IMPROVEMENT PROGRAM
STREETS, DRAINS, PAVERS, SIDEWALKS, ETC… (Cross Creek
RUST INHIBITOR SYSTEM
BEACHCLUB IMPROVEMENTS
FURNITURE - POOL AREA
SECURITY - NEW SECURITY SYSTEM
IRRIGATION IMPROVEMENTS - MB CROSS CREEK
TOTAL CAPITAL IMPROVEMENT PROGRAM
TOTAL EXPENDITURES
EXCESS OF REVENUE OVER (UNDER) EXPENDITURES
OTHER FINANCING SOURCES (USES)
TRANSFER-IN
TRANSFER-OUT-TO ESCROW FUND
TOTAL OTHER FINANCING SOURCES (USES)
VARIANCE
NET BUDGET
ACTUAL
FAVORABLE
YEAR-TO-DATE YEAR-TO-DATE (UNFAVORABLE)
33,700
5,000
50,000
20,000
108,700
33,700
5,000
50,000
20,000
108,700
34,969
2,560
2,465
58,813
24,475
4,988
128,270
(1,269)
2,440
(2,465)
(8,813)
(24,475)
15,012
(19,570)
1,887,200
1,813,570
1,820,031
(6,461)
214,382
288,012
50,269
(237,743)
(214,382)
(214,382)
(214,382)
(214,382)
52,923
52,923
52,923
214,382
267,305
NET CHANGE IN FUND BALANCE
-
73,630
103,191
29,561
FUND BALANCE - BEGINNING
-
-
1,170,343
1,170,343
FUND BALANCE - ENDING
$
-
$
73,630
$
1,273,534
$
1,199,904
(0.01)
a) Annual Budget reported at Gross, Prorated Budget adjusted to Net and Actual is reported at Net; pending discount and collection fees information from
County. Prorated Budget is adjusted to net and reflects the following percentage of the Annual Budget for the respective reporting period: November = 5%,
December = 80%, January = 83%, February = 85%, March = 87% and April = 100%. Assessments become delinquent on April 1st.
b)Misc - Includes appraisal services $2,000; NSF $45
c) Mulch -Landscaping Maintenance -Includes payment in Nov for 650 yds $24,050
d) Includes $12,926 pmt to Kent Air Cond for new HVAC
These footnotes are intended to provide supplemental information with respect to the status of the District. This is in no way intended to represent a complete list
of the notes that would be required to be presented in accordance with generally accepted accounting principles. Please see the District's year-end audit for
additional information.
Page 6 of 6
CORY LAKES CDD
1996A/B DEBT SERVICE
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
-
ADOPTED
BUDGET
NET BUDGET
TO-DATE
ACTUAL
YEAR-TO-DATE
VARIANCE
FAVORABLE
(UNFAVORABLE)
REVENUE
SPECIAL ASSESSMENTS-1996A - ON-ROLL (GROSS) $
PY DELINQUENT ASSESSMENTS-1996A - ROLL
SPECIAL ASSESSMENTS-1996B - ON-ROLL (GROSS)
PY DELINQUENT ASSESSMENTS-1996B ROLL
PREPAID ASSESSMENTS 1996A - LOT CLOSINGS
PREPAID ASSESSMENTS 1996B - LOT CLOSINGS
INTEREST
LESS: DISCOUNT ASSESSMENTS
TOTAL REVENUE
144,383
0
70,502
(8,595)
138,608
0
67,681
-
$
130,042 (a) $
325
46,925 (a)
135
22,135
758
23
-
(8,566)
325
(20,756)
135
22,135
758
23
-
206,289
206,289
200,342
(5,947)
8,595
35,175
60,300
90,000
-
35,175
60,300
90,000
-
35,803
34,966
90,000
5,000
40,000
(628)
25,334
(5,000)
(40,000)
194,070
185,475
205,769
(20,294)
12,219
20,814
-
-
EXPENDITURES
COUNTY - ASSESSMENT COLLECTION FEES
INTEREST EXPENSE--A BONDS
INTEREST EXPENSE--B BONDS
PRINCIPAL RETIREMENT--A BONDS
PRINCIPAL RETIREMENT--B BONDS
PRINCIPAL- PREPAYMENT 1996B
PRINCIPAL- PREPAYMENT 1996B
TOTAL EXPENDITURES
EXCESS OF REVENUE OVER (UNDER) EXPENDITUR
FUND BALANCE - BEGINNING
FUND BALANCE - ENDING
$
12,219
$
20,814
(5,426)
(26,240)
372,615
$
367,189
372,615
$
346,375
(a) Annual Budget reported at Gross, Prorated Budget adjusted to Net and Actual reported at Net; pending discount and collection fees information from
County. Prorated Budget is adjusted to net and reflects the following percentage of the Annual Budget for the respective reporting period based on actual
collections of the prior year: November = 5%, December = 80%, January = 83%, February = 85%, March = 87% and April = 100%. Assessments become
delinquent on April 1st.
These footnotes are intended to provide supplemental information with respect to the status of the District. This is in no way intended to represent a
complete list of the notes that would be required to be presented in accordance with generally accepted accounting principles. Please see the District's yearend audit for additional information.
Page 2 of 21
CORY LAKES CDD
1997
, DEBT SERVICE
BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
ACTUAL
YEAR-TO-DATE
REVENUE
SPECIAL ASSESSMENTS - ON-ROLL (GROSS)
INTEREST--INVESTMENT
PREPAYMENT ON BONDS
LESS: DISCOUNT ASSESSMENTS
$
1
-
TOTAL REVENUE
1
EXPENDITURES
COUNTY - ASSESSMENT COLLECTION FEES
LEGAL EXPENSES
INTEREST EXPENSE
PRINCIPAL RETIREMENT
-
TOTAL EXPENDITURES
-
EXCESS OF REVENUE OVER (UNDER) EXPENDITURES
1
OTHER FINANCING SOURCES (USES)
TRANSFER-IN
TOTAL OTHER FINANCING SOURCES (USES)
(52,923)
(52,923)
NET CHANGE IN FUND BALANCE
(52,921)
TRANSFER-OUT
52,921
FUND BALANCE - BEGINNING
FUND BALANCE - ENDING
$
Page 3 of 21
-
CORY LAKES CDD
2001 DEBT SERVICE
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
FY 2014
ADOPTED
BUDGET
REVENUE
SPECIAL ASSESSMENTS - ON-ROLL (GROSS)
INTEREST--INVESTMENT
PREPAYMENT ON BONDS
LESS: DISCOUNT ASSESSMENTS
BUDGET
YEAR-TO-DATE
ACTUAL
YEAR-TO-DATE
$
$
(19,980)
459,543
-
TOTAL REVENUE
479,523
459,543
313,891
(145,651)
EXPENDITURES
COUNTY - ASSESSMENT COLLECTION FEES
LEGAL EXPENSES
INTEREST EXPENSE
PRINCIPAL RETIREMENT
PRINCIPAL PREPAYMENT
TOTAL EXPENDITURES
19,980
281,880
35,000
-
281,880
35,000
-
197,316
3,915,000
84,564
35,000
(3,915,000)
336,860
316,880
4,112,316
(3,795,436)
EXCESS OF REVENUE OVER (UNDER) EXPENDI
142,663
142,663
(3,798,425)
(3,941,087)
3,901,220
280,606
4,181,825
$
499,503
-
280,605
2
33,284
-
VARIANCE
FAVORABLE
(UNFAVORABLE)
(a)
$
(178,937)
2
33,284
-
OTHER FINANCING SOURCES (USES)
BOND PROCEEDS
-
-
TRANSFER-IN
-
-
TRANSFER-OUT TO 204 FUND
-
-
-
3,901,220
(280,606)
3,620,614
142,663
142,663
(177,811)
240,738
-
-
177,811
177,811
TOTAL OTHER FINANCING SOURCES (USES)
NET CHANGE IN FUND BALANCE
FUND BALANCE - BEGINNING
FUND BALANCE - ENDING
$
142,663
$
142,663
$
0
$
418,549
* Series 2001A relates to the Cory Lakes Land, LLC (formally referred to as the Avatar Property).
(a) Annual Budget reported at Gross, Prorated Budget adjusted to Net and Actual reported at Net; pending discount and collection fees information from
County. Prorated Budget is adjusted to net and reflects the following percentage of the Annual Budget for the respective reporting period based on
actual collections of the prior year: November = 5%, December = 80%, January = 83%, February = 85%, March = 87% and April = 100%. Assessments
become delinquent on April 1st.
b) Series 2001 relates to the Cory Lakes Land, LLC (formally referred to as the Avatar Property).
c) Paid to ITG ( Bondholder) $419,340
These footnotes are intended to provide supplemental information with respect to the status of the District. This is in no way intended to represent a
complete list of the notes that would be required to be presented in accordance with generally accepted accounting principles. Please see the District's
year-end audit for additional information.
Page 4 of 21
CORY LAKES CDD
2013 DEBT SERVICE
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
ADOPTED
BUDGET
BUDGET
YEAR-TO-DATE
REVENUE
SPECIAL ASSESSMENTS - ON ROLL
$
SPECIAL ASSESSMENTS - OFF-ROLL (KLP )
CAPITALIZED INTEREST - FUND BALANCE FORWAR
PREPAID ASSESSMENTS
INTEREST
LESS: DISCOUNT ASSESSMENTS
102,319
47,791
-
TOTAL REVENUE
VARIANCE
FAVORABLE
(UNFAVORABLE)
102,319
47,791
-
31,372
47,791
16,016
2
-
(70,947)
16,016
2
-
150,110
150,110
95,181
(54,929)
EXPENDITURES
COUNTY - ASSESSMENT COLLECTION FEES
LEGAL EXPENSES
INTEREST EXPENSE
INTEREST EXPENSE
- ( Nov 2014 )
PRINCIPAL RETIREMENT - ( FY 2015 )
88,950
41,159
20,000
88,950
-
88,950
-
0
-
TOTAL EXPENDITURES
150,110
88,950
88,950
0
EXCESS OF REVENUE OVER (UNDER) EXPENDITUR
0
61,160
6,231
(54,928)
NET CHANGE IN FUND BALANCE
0
61,160
6,231
(54,928)
FUND BALANCE - BEGINNING
APPROPRIATED FUND BALANCE
FUND BALANCE - ENDING
-
-
100,207
100,207
(47,791)
(2,512)
$
0
$
ACTUAL
YEAR-TO-DATE
$
Page 5 of 21
61,160
$
$
(47,791)
58,648
$
CORY LAKES CDD
2013 A-1 DEBT SERVICE -( DEC 2013)
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
ACTUAL A-1
YEAR-TO-DATE
BUDGET
REVENUE
SPECIAL ASSESSMENTS - ON-ROLL
SPECIAL ASSESSMENTS - OFF-ROLL (KLP )
INTEREST
PREPAID ASSESSMENTS
PY DELINQUENT ASSESSMENTS- ROLL
LESS: DISCOUNT ASSESSMENTS
$
-
$
VARIANCE
FAVORABLE
(UNFAVORABLE)
-
47,105
41,575
20
24,420
818
-
TOTAL REVENUE
-
113,937
113,937
EXPENDITURES
COUNTY - ASSESSMENT COLLECTION FEES
COI - LEGAL EXPENSES
COI - TRUSTEE FEES
OTHER COST OF ISSUANCE EXPENSES
INTEREST EXPENSE
PRINCIPAL PREPAYMENT
TOTAL EXPENDITURES
-
44,250
7,100
29,000
44,098
215,000
(44,250)
(7,100)
(29,000)
(44,098)
(215,000)
-
339,450
(339,450)
EXCESS OF REVENUE OVER (UNDER) EXPENDITUR
-
(225,513)
(225,513)
BOND PROCEEDS
-
TRANSFER-IN (From DS2001)
-
TRANSFER-OUT
-
337,280
280,606
617,887
-
$
47,105
41,575
20
24,420
818
-
OTHER FINANCING SOURCES (USES)
TOTAL OTHER FINANCING SOURCES (USES)
-
337,280
280,606
617,887
NET CHANGE IN FUND BALANCE
-
392,374
392,374
FUND BALANCE - BEGINNING
-
0
0
FUND BALANCE - ENDING
$
Page 6 of 21
-
$
392,374
$
392,374
CORY LAKES CDD
CAPITAL PROJECTS FUND
TATEMENT OF REVENUE, EXPENDITURES AND CHANGE IN FUND BALANC
FOR THE PERIOD ENDING SEPTEMBER 30, 2014
PRELIMINARY
ACTUAL
YEAR-TO-DATE
REVENUE
DEVELOPER CONTRIBUTION
INTEREST--INVESTMENT
65,000
0
TOTAL REVENUE
65,000
EXPENDITURES
CONSTRUCTION IN PROGRESS
LEGAL EXPENSES
POOL CONSTRUCTION IN PROGRESS
TOTAL EXPENDITURES
1,108,629
1,108,629
(1,043,629)
EXCESS OF REVENUE OVER (UNDER) EXPENDITURES
OTHER FINANCING SOURCES (USES)
-
TRANSFER-IN
TRANSFER-OUT
TOTAL OTHER FINANCING SOURCES (USES)
(1,043,629)
NET CHANGE IN FUND BALANCE
1,034,673
FUND BALANCE - BEGINNING
$
FUND BALANCE - ENDING
(a) Escrow account is maintained by Straley & Robin, Financial Statements reflects activity as reported by S&R
Page 7 of 21
(8,956)
(a)
CORY LAKES CDD
GENERAL FUND
OPERATING ACCOUNT & MMK BANK RECONCILIATION
SEPTEMBER 30, 2014
Balance Per Bank Statements
Operating Acct
MMK Account
$
$ 1,312,275.55
142,191.85
Add: Transfers/Deposits in Transit
Total Cash
$
-
Less: Outstanding Checks
-
(92,071.49)
Less: Outstanding ADP Fee
1,454,467.40
(92,071.49)
-
-
Balance Per Bank
$
50,120.36
$ 1,312,275.55
$
1,362,395.91
Beginning Balance Per Books
$
213,249.71
$ 1,311,952.50
$
1,525,202.21
Cash deposits
ACH Deposit -ADP
13,411.22
53.30
Tax District - W.Transfers
Bank Interest
14.31
Cash Disbursements A/P
13,411.22
53.30
-
-
323.05
337.36
(177,318.18)
80.00
Void Check #30742
(177,318.18)
80.00
630.00
630.00
BOS Payroll & PR Taxes
-
-
ADP Charge
-
-
Bank Fees
-
Void Check #40266
Balance Per Books
$
50,120.36
Page 8 of 21
$ 1,312,275.55
$
1,362,395.91
CORY LAKES CDD
CHECK REGISTER - OPERATING ACCOUNT
FY 2014
40253
40254
40255
40256
40257
40258
EOM
40259
40260
40261
40262
40263
40264
40265
40266
40267
40268
40269
40270
40271
40272
40273
40274
40275
40276
40277
40278
40279
40280
40281
40282
40283
40284
40285
40286
40287
40288
40289
40290
40291
40292
40293
40294
40295
40296
40297
40298
40299
40300
40301
40302
40303
40304
40305
8/22/2014
8/22/2014
8/22/2014
8/22/2014
8/22/2014
8/22/2014
8/31/2014
8/31/2014
8/31/2014
8/31/2014
8/31/2014
9/1/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/5/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/8/2014
9/16/2014
9/16/2014
9/16/2014
9/16/2014
9/16/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/17/2014
9/26/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
Gate Tech, Inc.
Mobile Mini, Inc.
OLM, Inc.
Stantec Consulting Services
Tampa Electric
Total Scapes, Inc.
BOS
ADP
Florida Bank
ADP
TOTAL
DPFG
Barneywood Service's Inc.
Blue Waters Décor, LLC
Enviro-Tech Pest Control
Fitness Logic
Gate Tech, Inc.
GE Capital
Hendon, Inc.
SNI Companies
Star Environmental, Inc.
The Outdoor Floor Source
Triangle Pool Service
U.S. Security Associates, Inc.
Verizon
Suntrust Bank
DPFG
Landscape Maintenance
SNI Companies
Star Environmental, Inc.
Straley & Robin Corp
Supreme Energy
Tampa Electric
U.S. Security Associates, Inc.
United Site Services
Zephyrhills Direct
A 1 Window Services
Bright House
Finley Pools
Jani-King of Tampa Bay
The Soave Real Estate
Waste Management
Deposit
Deposit
Deposit
Deposit
Deposit
Armstrong Environmental
Barneywood Service's Inc.
Boring
Electric Today
Gate Tech, Inc.
Landscape Maintenance
SNI Companies
Star Environmental, Inc.
The Outdoor Floor Source
Time for Wine
Tropical Nature, Inc.
A Party 2 Remember, LLC
Barneywood Service's Inc.
Basic Awareness, LLC
City of Tampa Utilitlies
Electric Today
Gate Repair Cachet
Storage
J650 Landscape Inspection
B170 Engineering Svcs thru 8/8/20
Electricity/Streetlights
L810 Rust Prevention
Payroll & Taxes 8-20-2014
ADP Fees 8-20 & 8-22-14
Interest
ADP Fees 8-01-14
K734
K755
I510
J640
K700
K710
K765
K734
I530
K770
I570
G370
K778
K720
H400
G300
CDD Mgmt Sept 2014
Tree Removal/Repairs
Area Rugs
Pest Control
Equipment Repair
Cleaned Lock
Copier
Paint/Repair Cabinets
BC Attendants
Lift Station Repairs
Paver Repair
Pool Maint.
Security
Phone
Misc. CC Expenses
I510
Payroll C.Bercan-F.James 7/20-8/16
J630
Irrigation Repairs
BC Attendants 8/17/2014
Lift Station Maint
Legal Svcs (Pool) thru 8/15/1
Energy Usage
Power
Security Cell Phone
Restroom
Water-Guardhouse
Clean Windows
Cable/Internet
Pool Maint - Aug 2014
CDD Cleaning
Promissory Note Annual Paym
Solid Waste
DDA REGULAR DEPOSIT
DDA REGULAR DEPOSIT
DDA REGULAR DEPOSIT
DDA REGULAR DEPOSIT
DDA REGULAR DEPOSIT
Lake & Pond Maint
Tree Removal/Repairs
Copier
Lighting Repair
Gate Cards
Remove Tree
BC Attendants
Service Call- Pump
Pavers
Community Event
Horticulturer
Luau - community event
Tree Removal/Repairs
Banner 3x6
Water - August/Sept
Motion Sensors
I570
G370
C190
G340
G340
H400
G360
I538
K786
G300
K720
K705
G360
J670
K700
I530
K700
K730
J640
I570
G370
K778
I550
K700
I550
J640
I550
G350
K700
Page 20 of 21
125.00
94.11
1,000.00
870.00
19,052.42
195.00
866.80
109.90
18.01
56.60
130,281.47
5,742.25
1,800.00
549.90
350.00
60.49
125.00
130.24
630.00
1,626.00
900.00
5,278.73
2,495.00
23,289.40
55.57
1,779.47
10,702.27
310.00
2,415.50
150.00
296.61
7.00
80.00
207.00
73.94
145.22
645.00
890.97
2,635.00
1,078.00
21,733.30
545.51
178,218.01
150.00
152.00
1,380.00
5,151.96
6,577.26
2,050.00
1,300.00
430.97
149.00
3,960.00
430.00
3,674.50
390.00
2,262.90
175.00
114.00
6,136.25
300.00
120.00
1,392.13
310.50
235,476.53
235,382.42
234,382.42
233,512.42
214,460.00
214,265.00
213,398.20
213,288.30
213,306.31
213,249.71
213,249.71
207,507.46
205,707.46
205,157.56
204,807.56
204,747.07
204,622.07
204,491.83
203,861.83
202,235.83
201,335.83
196,057.10
193,562.10
170,272.70
170,217.13
168,437.66
157,735.39
157,425.39
155,009.89
154,859.89
154,563.28
154,556.28
154,476.28
154,269.28
154,195.34
154,050.12
153,405.12
152,514.15
149,879.15
148,801.15
127,067.85
126,522.34
126,672.34
126,824.34
128,204.34
133,356.30
139,933.56
137,883.56
136,583.56
136,152.59
136,003.59
132,043.59
131,613.59
127,939.09
127,549.09
125,286.19
125,111.19
124,997.19
118,860.94
118,560.94
118,440.94
117,048.81
116,738.31
CORY LAKES CDD
CHECK REGISTER - OPERATING ACCOUNT
FY 2014
40306
40307
40308
40309
40310
40311
40312
40313
40314
40315
40316
40317
40318
40319
40320
40321
40322
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/29/2014
9/30/2014
9/19/2014
EOM
9/30/2014
Evergreen Lifestyles Mgmt
Gate Tech, Inc.
Horizon Marketing Group
Jeff Hoersch
Landscape Maintenance
Mobile Mini, Inc.
Nicole Weymer
Olin Plumbing, Inc.
OLM, Inc.
SNI Companies
Stantec Consulting Services
Straley & Robin Corp
Suntrust Bank
Tampa Electric
Tampa Electric - Propane
The Outdoor Floor Source
Total Scapes, Inc.
Florida Bank
ADP
Void
Void
TOTAL
EOM
9/1/2014
9/30/2014
9/30/2014
9/30/2014
7/31/2014
Previous month balance - MMK account
Interfund transfer to Oper Ac
Florida Bank
Florida Bank
Bank Charges
Florida Bank
Bank Interest
TOTAL
I545
K734
G310
K770
J600
K755
I550
K700
I550
I570
B160
B180
G330
G340
K778
L810
Mgmt-Sept/Supplies Atten.
Gate Repair MB
Web Hosting Oct-Dec 2014
Furniture Repair
Landscape Maint-Sept/Plants
Storage
Community Event
Backflow Test
Landscape Inspection
Attendants- 9/7 & 9/14/14
Engineering Svcs thru 9/15/14
Legal Svcs thru 8/15/14
Misc CC expenses
Elec/Streetlights 8/12-9/15/14
Propane Gas
Paver Repairs
Rust Prevention
Interest
Refund
Ck #30742
CK #40266
Page 21 of 21
7,271.87
578.56
105.00
85.00
25,707.75
94.11
442.00
25.00
1,000.00
3,264.75
756.00
1,250.00
1,400.68
19,374.32
80.00
5,740.52
220.00
14.31
53.30
(80.00)
(630.00)
176,608.18
13,478.83
1,311,952.50
176,608.18
323.05
1,325,754.38
109,466.44
108,887.88
108,782.88
108,697.88
82,990.13
82,896.02
82,454.02
82,429.02
81,429.02
78,164.27
77,408.27
76,158.27
74,757.59
55,383.27
55,303.27
49,562.75
49,342.75
49,357.06
49,410.36
49,490.36
50,120.36
50,120.36
1,362,072.86
1,362,072.86
1,362,072.86
1,362,395.91
1,362,395.91
EXHIBIT 8.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
OCTOBER 2014
Incident Totals
Incident type:
Speeding
Property Damage
Noise complaints
Assault/Battery
Total:
Total
1
3
1
1
6
Law Enforcement Frequency
Agency
Tampa Police Department
Hillsborough Co. Sheriff’s Department
Pasco Co Sheriff’s Dept
Ambulance
Fire and Rescue
Total:
On-site total:
27
10
7
1
5
50
Off-Duty Assignments (TPD)
Total Hours
Total Stops
Total Citations
Agency
On-site total:
Speeding
Warnings
There are a total of 6 incidents written up for this month. There were no off-duty TPD scheduled
for October, 2014. There were at least 2 occasions throughout the month where TPD did come
in specifically for speed/stop sign violation duty. There is an ongoing conversation with the
residents at 10749 CLD that I would like to write up and send out to security committee, but I
don’t have all the information at hand at this time. I will get it written up and sent out this coming
week. Thank you.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
OCTOBER 2014
Date:
Time:
(example)
11-26-11
2245
Complaina
Complaint:
nt:
Smith, John
Noise complaint from
12345 Cory
Party
Lake Dr
18028
Reported a vehicle
COZUMEL
consistently parked day
and night, blocking the
complainant’s driveway.
10446
Noise complaint
CANARY
10/02/2014
1100
10/09/2014
2152
10/16/2014
2340
10885 CLD
Reported a loud car
revving engine at 10882
CLD
10/21/2014
0844
10742 CLD
Reported a vehicle
speeding, running the
stop sign at the CLD/CLB
intersection at CC.
Incident Type:
Contacted patrol
officer for follow-up
Contacted patrol to
make extra patrols at
night to confirm.
Dispatched patrol to
check the complaint.
No further issues.
Dispatched patrol to
confirm. He observed
two vehicles in the
driveway but heard
nothing.
Gatehouse officer
took down the
information
PROPERTY DAMAGE
Date:
10/01/2014
Time:
1940
Location:
Actions Taken:
17907 BAHAMA ISLE
Summary:
The patrol officer was flagged down by the resident at this address, who reported a large
number of deep tire tracks on the right side of his property, going from the driveway down
to the lake behind his house. This had caused damage to trees on his property. He also
mentioned that this had happened before, but gave no other details in regards to dates or
times concerning the other incident. This was written up and sent to the Beach club Office.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
OCTOBER 2014
Incident Type:
PROPERTY DAMAGE
Date:
10/02/2014
Time:
Location:
17907 BAHAMA ISLE
Summary:
The patrol officer was flagged down by the resident of this address, reporting deep tire tracks on
the right side of his property. He stated that this has happened before, causing damage to trees on
his property. The tire tracks went from the driveway down to the lake behind the house. The
resident did not offer any more details to the patrol officer, but did mention that, as a follow-up,
he was going to make a visit the office.
Incident Type:
PROPERTY DAMAGE
Date:
10/05/2014
Time:
1135
10547 BERMUDA
Location:
10850 CLD
Summary:
The officer at the Cross Creek gate received a call from the resident at this address, reporting
vandalism to his mailbox. This includes drawing of the male genitalia and the word ‘asshole’
written with a marker pen. According to the resident, he believes he knows who did this. He said
this person is a resident here in CLI and does not get along with the son of this resident at 10547
Bermuda Isle. He declined contacting TPD at this time.
At 10850 CLD, the mailbox was hit by an unidentified vehicle, sheering it off close to the ground,
but the resident was not willing to call TPD. Neither resident reported if these incidents happened
at night or during the daylight hours. They reported to the CC officer before her shift was over at
1400.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
OCTOBER 2014
Incident Type:
SPEED
Date:
10/05/2014
Time:
1530
Location:
17910 BAHAMA ISLE
Summary:
The officer at MB received a call from the resident at this address. He called to express his concern
about the resident guests at 17908 Bahama who are consistently speeding down the road. He
would like to know what we are going to do about the situation. The officer told him to call the
Beachclub Office and the security supervisor to help address his issues.
10/08/2014: In reference to this issue the security supervisor received a call from the same
resident at this address, expressing his concern because of the number of vehicles that come in to
the street, especially during the hours that dance classes are held at 17908 Bahama Isle. He
mentioned a peak time of 1100 to 1300 on Sundays, but there are also times during the week that
the classes are held. His concern is that his children and other children, who are playing outside,
are not always aware and many of these vehicles are coming and going at speeds well over the
speed limit. It may seem that they are speeding, but when cars are parked on either side of the
street, even the speed limit of 25 seems too fast. The other factor is that so many are
concentrating on their cell phones that they are not aware of children who may run out on the
street. He is very concerned for this, as the traffic on the street has increased over the time he
moved to this community. He was given the non-emergency number for TPD and given assurance
that a report was being sent to the Beach club. He was also made aware there is no daytime patrol
to dispatch during these hours that he is talking about.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
OCTOBER 2014
Incident Type:
Noise Complaint
Date:
10/17/2014
Time:
1549
Location:
10424 Canary Isle
Summary:
Residents have been complaining that a dog is routinely barking in the Canary
Isle area. This is occurring in the early morning hours and again evenings around
8:30 PM causing quite a disturbance. The patrol officer was asked to go by the
area around that time each night for a few nights, but nothing was heard or
observed.
Incident Type:
ASSAULT/BATTERY
Date:
10/22/2014
Time:
1820
Location:
10726 CLD
Summary:
The male subject, David Piller, was granted access to the above address at approximately
1800. Upon arriving, he allegedly punched another visitor several times before fleeing the
scene. The subject was on the expected visitor list. Neither the victim nor the resident at
this address wished to have TPD or EMS contacted. It was requested that this man’s name
be deleted from their permanent list, which was done by the officer on duty at the CC gate.
Respectfully Submitted on November 1, 2014
CAPTAIN JAMES ENEMARK JR
U.S. Security Associates - Cory Lake Isles
EXHIBIT 9.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
During the month of November, 2014, U.S. S. A. officers responded to a total of 3 incidents in Cory Lake
Isles and received numerous calls from residents. Below is an overall summary of the incident totals, as
well as a brief summary of the reported incidents.
Incident Totals
Incident type:
Resident Bonfire
Soliciting
Power Outage
Total:
Total
1
1
1
3
Law Enforcement Frequency
Agency
Tampa Police Department
Hillsborough Co. Sheriff’s Department
Process Servers
TFD/Ambulance
Total:
On-site total:
53
2
5
13
73
Off-Duty Assignments (TPD)
Total Hours
Total Stops
Agency
On-site total:
24
15 (12 hours unaccounted for,
officers didn’t sign out)
2
Total Citations
Speeding
Stop sign
Warnings
7
1
7
Parking violations Issued (Oct 17 – Nov 20)
Total Blocking Sidewalk
Total Parked on Street
TOTAL
On-site total:
109
31
140
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
Incident Type:
POSSIBLE FIRE DANGER
Date:
11-01-2014
Time:
0032
Location:
10549 CLD
Summary:
The MB gatehouse received a call from a resident reporting a campfire in a vacant lot on CLD. At
0036, he dispatched the patrol to check on this. The empty lot is located across the street from
10549 CLD. There were 7 young men, ages 22-26, around a fire pit. The patrol asked for the
resident to talk to and Mr. Mohammad Rahman informed him that he is the resident. Patrol
explained that they needed to leave the vacant lot and remove the fire pit. Mr. Rahman moved the
fire pit across the street to his property. There were no other issues.
Incident Type:
SOLICITING
Date:
11-14-2014
Time:
AM
Location:
CROSS CREEK GATE
Summary:
Linda received a call from the resident at 18002 Lanai, reporting that a Christopher Manning had
just stopped at his house and was soliciting for his Tree Service. This is the same man that we had
the issues with back in January, when he and the crew he had then were under suspicion of a
robbery that had occurred inside CLI. I called Mr. James to see if he can stop this man while in the
community. I gave Mr. James the description of the vehicle and tag #. He has been logged in the
past three days to do tree work at 10830 Barbados Isle. The resident was pretty demanding in
finding out who had allowed this guy into the property. The log shows he has been called in each
day that he has been granted access.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
Incident Type:
POWER OUTAGE
Date:
11-15-2014
Time:
2250
Location:
CORY LAKE ISLES
Summary:
There was a general power outage in the community, including the MB gate. The patrol officer
came up to the gatehouse to assist in manually opening the exit gate. From here he did a
continuous vehicle patrol of the property until the power was restored at approximately 2349.
According to the gatehouse officer there should be a long bar or something similar to use to open
the gates manually. Cross Creek gate was not included in the power outage.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
Date:
(example)
11-26-11
Time:
2245
Address:
Smith, John
12345 Cory Lake
Dr
10574 CLD
11-06-2014
1932
11-07-2014
1800
Martinique Isle
Drive
11-10-2014
2334
18020 Java
11-12-2014
2348
10823 Barbados
11-13-2014
2117
10441 CLD
11-24-2014
2318
18055 Java Isle
11-27-2014
2131
18003 Java Isle
11-27-2014
2317
18003 Java
12-02-2014
0830
10414 Canary
‘
Complaint/Report:
Noise complaint
from Party
Actions Taken:
Contacted patrol officer for
follow-up
Rover reported cars
parked on both
sides, causing issues
for passing vehicles
Call made to MB gate
concerning a vehicle
speeding
Contacted CC gate to
request visitors to park only
on one side of the street.
Report of a car alarm
going off at the Java
address
House alarm going
off several times
Rover observed 6
teens hanging
around the pool area
House alarm going
off.
House alarm going
off
House alarm went
off again
Reported a dog
attack from 11-30
The vehicle was described
as a blue sedan, tag #
ASGK11, but was not found
by rover.
Dispatched rover, but there
was no answer at the door
nor when the call was
made.
TPD came on site until after
midnight.
He stayed in the area until
they dispersed.
Contacted resident, made
sure all were OK, called MB
about false alarm and TFD
arrival
The alarm was off when
patrol went by.
MB contacted resident, who
said not to call TPD, as a
friend of his was on his way
to turn it off.
Only received the call on
December 2.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
EXTRA NOTES
I want to take some time to write more about what has been included in the monthly summary, as well
as touch on a subject that hasn’t been brought up much in our meetings.
I did receive a question why the safety and security complaints from the pool are not being added to the
monthly report. I have not received any email reports from the Beachclub, from the time the pool
opened this past summer concerning any daytime safety and security complaints. The patrol officers
have not encountered any on their shifts for quite a long time. I would request that you, as a CDD
security committee, give the go-ahead to have the Beachclub Office forward these complaints to the
security email, and I will include them. If that is the decision that is approved by the SecCom, we need
to move forward with it. There will need to be a conscious effort on all sides to see this happen.
VIOLATION ISSUE: I will include the sidewalk/street parking violations in the report, as a number, unless
the SecCom determines that it isn’t a necessary part of the monthly report. The list would be available
to forward to you, as a separate document. I would request that action be taken soon to provide the
patrol officers with the proper violation stickers, not the paper tickets. It has been over two months
since I was made aware that we didn’t have any stickers and subsequently emailed the Beachclub.
In reference to violations during the months of October and November, the patrol officer had written up
a violation for the same boat and trailer parked at 10555 Martinique for almost two weeks, earlier in the
months of September and October. Patrol had also done the same for the pickup and detailing trailer
consistently parked at 10957 CLD for probably longer than that. I eventually told the Patrol to stop
issuing tickets for blocking sidewalk at 10957 CLD and just to ticket the vehicle if he parked it in the
street. Violation stickers are preferable in all of these cases.
TOWING ISSUE:
On 11-17-2014, in the early afternoon, I had a visit from Tim Chambers, who is a handyman for the
resident at 18026 Cozumel. He also takes care of this resident’s uncle’s house at 18023 Malakai. For the
past year and a half they have had an ongoing issue with the neighbors at 18021 Malakai, who have
insisted on parking their vehicles in the driveway at 18023 Malakai when the residents are out of the
country. This driveway was just pressure-washed by Mr. Chambers, yet the visitors to 18021 Malakai
insist on parking in the 18023 Malakai driveway. Is there any way that driveways can be cordoned off, by
chain or some other manner that meets with CDD or POA approval, when the residents are gone from
the community, or not in the country, so that no one can take advantage of the empty driveways? What
I have understood, from the powers that be, is that the owner of the residence is the one that can
authorize calling a towing company to tow the vehicles off HIS driveway. When the neighbors flatly
refuse to honor the spoken request to not park there, that is not fair to the residents who are out of the
country, especially if oil gets dripped on the pavers, tire marks are left, or something damaged. Mr.
Chambers tells me that this usually happens during the daytime.
SECURITY SUMMARY REPORT
U.S. SECURITY ASSOCIATES - CORY LAKE ISLES
NOVEMBER 2014
MB FENCE ISSUE: The issue that has recently drawn my attention more than anything, up to this
point, has to do with the lack of a fence on the Ryan Homes side of the MB gate. As the security
supervisor, I have been approached several times over the past several weeks by concerned residents
living in the Ryan Homes area, as well as a potential home buyer, as to the lack of a fence running on
the south side of the Ryan Homes. Each one has asked me if there are plans to construct a fence. I
have not heard if Ryan Homes has any plans on constructing some form of fence on this side, nor have
I heard anything from the CLI CDD. I understand their concern for not having any fence, which is a
very real security issue, especially at night. There are multiple manners of entering into the Ryan
Homes, other than through the security gate via vehicle. This is considered a gated community, but
there is nothing stopping someone from entering on a 4-wheeler, a bicycle, or on foot up at the bend
in the entrance road just off Morris Bridge Road. The potential home buyer expressed concern, as she
was looking for a home for her mother, who would be living here by herself. This potential buyer was
in again today (12-02-2014) and again expressed her concern. Her mother was in the car with her
today. My major concern is that on the overnight shift, if and when the Virtual Guard is set into
motion, there will be NO officer on duty at the gatehouse. There will be no security presence at the
gate. Will there be more discussion concerning this need in the future?
Respectfully Submitted on December 2, 2014
CAPTAIN JAMES ENEMARK JR
U.S. Security Associates - Cory Lake Isles
EXHIBIT 10.
Grau & Associates
CERTIFIED PUBLIC ACCOUNTANTS
2700 North Military Trail • Suite 350
Boca Raton, Florida 33431
(561) 994-9299 • (800) 299^728
Fax (561)994-5823
www.graucpa.com
July 1,2014
Board of Supervisors
Cory Lakes Community Development District
15310 Amberly Drive, Suite 175
Tampa, FL 33647
We are pleased to confirm our understanding of the services we are to provide Cory Lakes Community Development
District, Hillsborough County, Florida ("the District") for each of the fiscal years ended September 30, 2014 and 2015.
We will audit the financial statements of the governmental activities and each major fund, including the related notes
to the financial statements, which collectively comprise the basic financial statements of Cory Lakes Community
Development District as of and for each of the fiscal years ended September 30, 2014 and 2015. This letter serves to
renew our agreement and establish the terms and fee for the 2014 and 2015 audits.
Accounting standards generally accepted in the United States of America provide for certain required supplementary
information (RSI), such as management's discussion and analysis (MD&A), to supplement the District's basic
financial statements. Such information, although not a part of the basic financial statements, is required by the
Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing
the basic financial statements in an appropriate operational, economic, or historical context. As part of our
engagement, we will apply certain limited procedures to the District's RSI in accordance with auditing standards
generally accepted in the United States of America. These limited procedures will consist of inquiries of management
regarding the methods of preparing the information and comparing the information for consistency with
management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during
our audit of the basic financial statements. We will not express an opinion or provide any assurance on the
information because the limited procedures do not provide us with sufficient evidence to express an opinion or
provide any assurance.
The following RS! is required by generally accepted accounting principles and will be subjected to certain limited
procedures, but will not be audited:
1.
2.
Management's discussion and analysis
Budgetary comparison schedule for the general fund
Audit Objectives
The objective of our audit is the expression of opinions as to whether your basic financial statements are fairly
presented, in all material respects, in conformity with U.S. generally accepted accounting principles and to report on
the fairness of additional information, if applicable, when considered in relation to the basic financial statements
taken as a whole. Our audit will be conducted in'accordance with auditing standards generally accepted in the United
States of America and the standards for financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States, and will include tests of the accounting records of the District and other
procedures we consider necessary to enable us to express such opinions. We cannot provide assurance that an
unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion
or add emphasis-of-matter paragraphs. If our opinion on the financial statements is other than unmodified, we will
discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to form
or have not formed an opinion, we may decline to express an opinion or to issue a report as a result of this
engagement.
We will also provide a report (that does not include an opinion) on internal control related to the financial statements
and compliance with the provisions of laws, regulations, contracts, and grant agreements, noncompliance with which
could have a material effect on the financial statements as required by Government Auditing Standards. The report
on internal control and compliance will include a paragraph that states that the purpose of the report is solely to
describe the scope of testing of internal control over financial reporting and compliance, and the result of that testing,
and not to provide an opinion on the effectiveness of internal control over financial reporting or on compliance, and
that the report is an integral part of an audit performed in accordance with Government Auditing Standards in
considering internal control over financial reporting and compliance. The paragraph will also state that the report is
not suitable for any other purpose. If during our audit we become aware that the District is subject to an audit
requirement that is not encompassed in the terms of this engagement, we will communicate to management and
those charged with governance that an audit in accordance with U.S. generally accepted auditing standards and the
standards for financial audits contained in Government Auditing Standards may not satisfy the relevant legal,
regulatory, or contractual requirements.
Cory Lakes Community Development District
Page 2*
Management Responsibilities
Management is responsible for the basic financial statements and all accompanying information as well as all
representations contained therein. As part of the audit, we will assist with preparation of your financial statements and
related notes. You will be required to acknowledge in the written representation letter our assistance with the
preparation of the financial statements and that you have reviewed and approved the financial statements and related
notes prior to their issuance and have accepted responsibility for them. You agree to assume all management
responsibilities for any nonaudit sen/ices we provide; oversee the services by designating an individual, preferably
from senior management, who possesses suitable skill, knowledge, or experience; evaluate the adequacy and results
of the services; and accept responsibility for them.
Management is responsible for establishing and maintaining effective internal controls, including evaluating and
monitoring ongoing activities, to help ensure that appropriate goals and objectives are met; for the selection and
application of accounting principles; and for the preparation and fair presentation of the financial statements in
conformity with U.S. generally accepted accounting principles.
w
Management is also responsible for making all financial records and related information available to us and for
ensuring that management is reliable and financial information is reliable and properly recorded. You are also
responsible for providing us with (1) access to all information of which you are aware that is relevant to the
preparation and fair presentation of the financial statements, (2) additional information that we may request for the
purpose of the audit, and (3) unrestricted access to persons within the government from whom we determine it
necessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and for confirming to
us in the written representation letter that the effects of any uncorrected misstatements aggregated by us during the
current engagement and pertaining to the latest period presented are immaterial, both individually and in the
aggregate, to the financial statements taken as a whole. As part of our engagement, we may propose standard,
adjusting, or correcting journal entries to your financial statements. You are responsible for reviewing the entries and
understanding the nature of any proposed entries and the impact they have on the financial statements.
You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for
informing us about all known or suspected fraud affecting the government involving (1) management, (2) employees
who have significant roles in internal control, and (3) others where the fraud could have a material effect on the
financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or
suspected fraud affecting the government received in communications from employees, former employees, grantors,
regulators, or others. In addition, you are responsible for identifying and ensuring that the entity complies with
applicable laws, regulations, contracts, agreements, and grants for taking timely and appropriate steps to remedy
any fraud, violations of contracts or grant agreements, or abuse that we may report.
Management is responsible for establishing and maintaining a process for tracking the status of audit findings and
recommendations. Management is also responsible for identifying for us previous financial audits, attestation
engagements, performance audits or other studies related to the objectives discussed in the Audit Objectives section
of this letter. This responsibility includes relaying to us corrective actions taken to address significant findings and
recommendations-resulting from those audits, attestation-engagements, "performance audifsYor other stOoTes. "You
are also responsible for providing management's'views on our current findings, conclusions, and recommendations,
as well as your planned corrective actions, for the report, and the timing and format for providing that information.
With regard to using the audit's report, you understand that you must obtain our prior written consent to reproduce or
use our report in bond offering official statements or other documents.
With regard to the electronic dissemination of audited financial statements, including financial statements published
electronically on your website, you understand that electronic sites are a means to distribute information and,
therefore, we are not required to read the information contained in these sites or to consider the consistency of other
information in the electronic site with the original document.
Audit Procedures—General
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial
statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas
to be tested. An audit also includes evaluating the appropriateness of accounting policies used and the
reasonableness of significant accounting estimates made by management, as well as evaluating the overall
presentation of the financial statements. We will plan and perform the audit to obtain reasonable rather than absolute
assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2)
fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that
are attributable to the entity or to acts by management or employees acting on behalf of the entity. Because the
Cory Lakes Community Development District
Page 3
determination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonable
assurance of detecting abuse.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because
we will not perform a detailed examination of all transactions, there is a risk that material misstatements may exist
and not be detected by us, even though the audit is properly planned and performed in accordance with U.S.
generally accepted auditing standards and Government Auditing Standards. In addition, an audit is not designed to
detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and
material effect on the financial statements. Our responsibility as auditors is limited to the period covered by our audit
and does not extend to later periods for which we are not engaged as auditors.
Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, and
may include tests of the physical existence of inventories, and direct confirmation of receivables and certain other
assets and liabilities by correspondence with selected individuals, funding sources, creditors, and financial
institutions. We will request written representations from your attorneys as part of the engagement, and they may bill
you for responding to this inquiry. At the conclusion of-our audit, we will also requ ire-certain written representations
from you about the financial statements and related matters.
Audit Procedures—Internal Controls
Our audit will include obtaining an understanding of the District and its environment, including internal control,
sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing,
and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certain
controls that we consider relevant to preventing and detecting errors and fraud that are material to the financial
statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance
matters that have a direct and material effect on the financial statements. Our tests, if performed, will be less in scope
than would be necessary to render an opinion on internal control and, accordingly, no opinion will be expressed in our
report on internal control issued pursuant to Government Auditing Standards.
An audit is not designed to provide assurance on internal control or to identify significant deficiencies or material
weaknesses, However, during the audit, we will communicate to management and those charged with governance
internal control related matters that are required to be communicated under AICPA professional standards and
Government Auditing Standards.
Audit Procedures—Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement,
we will perform tests of the District's compliance with the provisions of applicable laws, regulations, contracts,
agreements, and grants, if applicable. However, the objective of our audit will not be to provide an opinion on overall
compliance and we will not express such an opinion in our report on compliance issued pursuant to Government
Auditing Standards.
Audit Administration, Fees, and Other
We understand that your employees will prepare all confirmations we request and will locate any documents selected
by us for testing.
The audit documentation for this engagement is the property of Grau & Associates and constitutes confidential
information. However, pursuant to authority given by law or regulation, we may be requested to make certain audit
documentation available to a cognizant or oversight agency for audit or its designee, a federal agency providing direct
or indirect funding, or the U.S. Government Accountability Office for purposes of a quality review of the audit, to
resolve audit findings, or to carry out oversight responsibilities. We will notify you of any such request. If requested,
access to such audit documentation will be provided under the supervision of Grau & Associates personnel.
Furthermore, upon request, we may provide copies of selected audit documentation to the aforementioned parties.
These parties may intend, or decide, to distribute the copies or information contained therein to others, including
other governmental agencies. Notwithstanding the foregoing, the parties acknowledge that various documents
reviewed or produced during the conduct of the audit may be public records under Florida law. The District agrees to
notify Grau & Associates of any public record request it receives that involves audit documentation.
Our fee for these services for the fiscal years 2014 and 2015 will not exceed $6,200 and $6,400, respectively, unless
there is a change in activity by the District which results in additional audit work or if additional Bonds are issued. The
District may terminate this agreement upon 60 days written notice, provided the District must still compensate Grau &
Associates for all work completed to-date.
Cory Lakes Community Development District
Page 4^
The audit documentation for this engagement will be retained for a minimum of five years after the report release
date. If we are aware that a federal awarding agency or auditee is contesting" an audit finding, we will contact the
party(ies) contesting the audit finding for guidance prior to destroying the audit documentation.
Our invoices for these fees will be rendered each month as work progresses and are payable on presentation.
Invoices will be submitted in sufficient detail to demonstrate compliance with the terms of this agreement. In
accordance with our firm policies, work may be suspended if your account becomes 60 days or more overdue and
may not be resumed until your account is paid in full. If we elect to terminate our services for nonpayment, our
engagement will be deemed to have been completed upon written notification of termination, even if we have not
completed our report. You will be obligated to compensate us for all time expended and to reimburse us for all out-ofpocket costs through the date of termination. The above fee is based on anticipated cooperation from your personnel
and the assumption that unexpected circumstances will not be encountered during the audit. If significant additional
time is necessary, we will discuss it with you and arrive at a new fee estimate
This agreement is automatically renewed each year thereafter subject to the mutual agreement by both parties to all
terms a n d fees.
. . . We will provide you with a copy of our most recent external peer review report and any letter of comment, and any
subsequent peer review reports and letters of comment received during the period of the contract. Our 2013 peer
review report accompanies this letter.
We appreciate the opportunity to be of service to Cory Lakes Community Development District and believe this letter
accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you
agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us.
Very truly yours,
Grau & Associates
Antonio J. Grau
RESPONSE:
er correctly setsjofttHtfie understanding of Cory Lakes Community Development District.
Date:
//2'Z,
PEER REVIEW PROGRAM
is proud to present this
Certificate of Recognition
to
GRAU & ASSOCIATES
For having a system of quality control for its accounting and auditing practice in effect for the year ended
June 30, 2013 which has been designed to meet the requirements of the quality control standards
for an accounting and auditing practice established by the AICPA, and which was complied With during the year
then ended to provide the firm with reasonable assurance of conforming with professional standards.
Rick Reeder, Choir
ATCPA Peer Review Board
i
2O13
MINUTES OF AUDIT COMMITTEE MEETING
CORY LAKES
COMMUNITY DEVELOPMENT DISTRICT
1
2
3
4
5
The Audit Committee of the Cory Lakes Community Development District was held
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on Wednesday, October 16, 2013 at 6:09 p.m. at the Cory Lake Beach Club, 10441 Cory
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Lakes Drive, Tampa, Florida.
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FIRST ORDER OF BUSINESS – Call to Order
Mr. St. Denis called the meeting to order.
The Committee members in attendance were:
Judi Beck
Vicki Castro
Angela Mason Reimer
Dr. Cyril Spiro
Bob Woodards
Chairperson
Vice Chairperson
Supervisor
Supervisor
Supervisor
Also present were:
Bruce St. Denis
Mark Straley
Tonja Stewart
Franklin James
Carrie Bercan
Maik Aagaard
Justin Rowan
Numerous Residents
Manager
Attorney
Engineer
Facilities Manager
Facilities Administrator
DPFG
DPFG
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SECOND ORDER OF BUSINESS – Review of Auditor Proposals and Ranking
Mr. St. Denis stated provided under separate cover were the four auditor proposals
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received by our office in response to the RFP of Berger Toombs, CRI, Di Bartolomeao and
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Grau & Associates. DPFG has worked with all four auditors. Evaluation Criteria includes
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ability of personnel, proposer’s experience, understanding of scope of work, ability to furnish
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the required services and price at 20 point each.
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Ms. Beck stated CRI seemed to be the highest priced, and most of the accountants
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were less experienced, and additional services were at their normal rates. Berger was at
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$5,425 for FYE 2013 with the negotiated fee for the optional two years. Grau was at $4,000,
Cory Lakes CDD
Audit Committee
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with a $200 increment for each year.
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qualifications of their accountants.
October 16, 2013
I did not see additional information on the
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Ms. Castro asked who does our current audit?
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Dr. Spiro responded I believe it is Grau.
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Ms. Beck stated they are the most experienced in CDD Audits.
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Dr. Spiro stated each of these firms are CPAs that will provide an audit of our
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financial statements, and if for any reason it is improperly done or incorrect it is on them.
Mr. St. Denis responded to a certain degree. They rely on the information provided to
them by the District, and perform a series of tests.
Mr. Aagaard stated they look for non-compliance, if general practices are in place,
internal control structures.
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Dr. Spiro stated they all follow the same guidelines and have the same liability.
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Ms. Reimer stated if Grau has been doing our audits and there are no major problems,
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I would hate to change to bring in a new firm.
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Mr. St. Denis stated we work with all these firms, so we are fine with any of them.
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Mr. Burman stated Grau knows the system, the bonds, and what is going on. Their
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prices are consistent.
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On MOTION by Mr. Woodards, SECONDED by Dr. Spiro, WITH ALL IN FAVOR, the
Committee approved for Recommendation Grau & Associates for Fiscal Year Ended 2013,
2014 & 2015 Audits.
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THIRD ORDER OF BUSINESS – Adjournment
There being no further business,
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On MOTION by Ms. Beck, SECONDED by Ms. Castro, WITH ALL IN FAVOR, the
Board adjourned the meeting.
*These minutes were prepared in summary format.
*Each person who decides to appeal any decision made by the Board with respect to any
matter considered at the meeting is advised that person may need to ensure that a verbatim
record of the proceedings is made, including the testimony and evidence upon which such
appeal is to be based.
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Cory Lakes CDD
Audit Committee
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October 16, 2013
Meeting minutes were approved at a meeting by vote of the Board of Supervisors at a
publicly noticed meeting held on ________________________.
Signature
Signature
Printed Name
Printed Name
Title:
□ Secretary
□ Assistant Secretary
Title:
□ Chairman
□ Vice Chairman
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EXHIBIT 11.
Cory Lakes Community Development District
Facilities Manager
November 2014, Activity Report
__________________________________________________________________________________
BEACH CLUB
1. Attached broken pieces back on to a broken ceramic vase at the
Beach Club.
2. Attached flooring trim that became dislodged, near dockside exit
door.
3. Performed monthly AC filter replacements.
CANARY ISLE DRIVE
1. Star Environmental installed a new pump at the Canary Point
lift station.
CAPRI ISLE DRIVE
1. On October 10, 2014 Star Environmental responded to an
emergency call for a break in the sewer force main. The “ARV”
Valve, in the sewer force main was repaired and it was then
determined that there was a blockage in the sewer line. Bay Area
Environmental videotaped and located what appeared to be a
broken/closed gate valve. The valve was located, repaired and
opened and the system is operating normally.
2. The Kolter Company submitted the topographic survey and
Stantec Engineering submitted a design for the proposed concrete
sidewalk going from Santorini Avenue, in Capri Isle, to Cory Lake
Drive. After review, it was decided that because of complicated
grades, elevations and other issues, the sidewalk should not be
placed at that particular location. Other areas that are directly
across from the Capri Isle entrance are being evaluated.
3. Removed debris and cleaned-up around the perimeter of the pond
that is located across from the model home.
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GYMNASIUM
1. Removed the damaged blinds and support brackets from the
eastside (parking lot) windows.
2. Performed routine maintenance on weightlifting equipment.
3. Gym Source installed a multiuse exercise machine but they have
returned several times because they claim that the new
equipment has been misused and is malfunctioning.
4. Performed monthly AC filter replacements.
POOL
1. Com-Pac, Inc., did not complete the final gel-coat repairs because
of the wet weather conditions during the time that the repairs
were attempted. . On 10/22/14 Bay Area Environmental
videotaped the interior of the slide, documented and submitted a
report on additional surface defects that were discovered on the
interior of the slide. Also, Collins Engineering prepared an
engineering inspection report on the condition of the slide.
2. Attached a security gate latch that was missing from one of the
pool gate locking mechanism.
3. The gas meter was increased to two (2) pounds and all of the gas
heaters are operating normally.
LANDSCAPING
1. LMP proposal # 22131 was approved for $3,040, to make
landscape improvements to the Cory Lake Drive Westside lift
station area.
2. LMP proposal # 22132 was approved to install azalea and jasmine
plants in the tennis court area.
3. LMP proposal # 22134 was approved to install five (5), fifteen
(15) Gallon pink Oleanders on Cory Lake Drive across form Cache.
4. LMP proposal # 22135 was approved to install (76) azalea plants
on the exit side near the Cross Creek Security Gatehouse.
5. LMP proposal # 21540 to install 1,500 sf of floratam
Sod behind pool area is on hold until the playground area is
designed.
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6. LMP installed 13 yds. of certified mulch at both pocket parks.
7. Arete Industries submitted a proposal to provide two (2)
24” X 24” composite signs for $660. If approved, the new signs
will read, “No Parking/No Loitering” and will replace the current
No Parking signs that are currently in front of the Beach Club.
8. Barneywood Service’s, Inc. completed a proposal to remove one
(1) diseased Canary Palm tree, including grinding and removing
the stump, at the intersection of Cory Lake Drive and Canary Isle
Drive.
9. Electrical contractor repaired a section landscape wire and
lighting and installed new conduit within the center median of
the Morris Bridge entrance.
10. Reinforced a broken landscape light fixture that was driven over
and damaged at the entrance to the Cachet Isle Bridge Monument.
11. Office Administrator purchased a larger plant pot for the CrossCreek Gatehouse entrance.
12. LMP received the “National Landscape Award Of Excellence” for
landscaping within the Cory Lakes Community. This award is
from the Planet Professional Landcare Network Organization.
LAKE MANAGEMENT
1. The increased lake/mitigation treatment contract schedule for
Armstrong Environmental began on November 1, 2014.
2. Armstrong Environmental has been asked again to relocate, back
to the original location, the same buoy that was moved before.
3. Vertex Water Features Company had to replace an electronic
controller for the Morris Bridge entrance water fountain.
SECURITY
1. Identytech completed the staff training and the training checklist
was completed on 10/14/2014. The District will be meeting with
Identytech to complete the Exhibit “D” Checklist, that is not
completed, but is an significant part of the contract documents.
2. On September 22nd Gate Tech installed the concrete foundation
pads for the MB security gate arm. On Thursday November 20th,
Gate Tech and the brick paver contractor are scheduled to remove
brick pavers, install vehicle sensors and re-install brick pavers at
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the Morris Bridge Security Gatehouse visitor lane.
3. Target Recovery & Transport, Inc. has contacted the City of Tampa
Zoning Department, Transportation Commission, and the Police
Department in regards to the parking enforcement. On Monday
October 27th Target Towing met with the Police Chief to discuss
the by-laws of this community. The Chief determined that Cory
Lakes should provide Target Towing with written authorization
to tow vehicles within Cory Lakes.
4. Performed monthly AC Filter replacements at both security
gatehouse locations.
OTHER ACTIONS
1. Contacted Welch Tennis Courts, Inc. They goggled an overhead
view of the Cory Lakes site and recommended locating the two
(2) new tennis courts and practice pad across the driveway from
the existing ones. The LAF Committee suggested placing the
new tennis courts adjacent to the other existing ones. Welch
Tennis provided a Google earth view with the outlines of the
adjacent new courts. The final location should be determined, as
soon as possible, to prevent any unnecessary expenses or delays.
2. Applied an asphalt/concrete patch into a hole within the
perimeter walkway of the hockey rink.
3. Assisted contractor in cleaning up the maintenance yard.
Removed debris and several pallets of old/used “picked over”
and broken brick pavers.
4. On Monday November 3rd, Beckner Cleaning and Construction
cleaned the roof on the Cross Creek entrance monument.
5. Replaced the rusted (with sharp edges) bench seat on the picnic
table inside the tennis court area. Disassembled, painted and
replaced it with a bench from a surplus picnic table.
6. Removed a discarded suitcase, king size mattress and debris
from a vacant house lot on Cory Lake Drive.
7. Electric Today provided an additional electrical outlet at the
Morris Bridge Gatehouse for the Holiday lighting.
8. Placed some topsoil and filled-in a large hole in the right-of-way,
in front of 10536 Cory Lake Drive.
9. Greased fittings on Morris Bridge security gates that were
making noise.
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10. Cleaned sections of roadway from stucco that spilled along Cory
Lake Boulevard, Morris Bridge.
Action Plan for November
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Define Location & Scope of Work for Tennis Courts
Security Gate Arm at Morris Bridge Gatehouse
Replace Cachet Isle security code entrance cover.
Concrete Curb Gutter Repairs
Roadway Brick Paver Repair
Roadway Brick Paver Cleaning
Paint Streetlights/Pole Bases
Straighten St. Lucia Isle Dr. Stop Sign
Paint Pool Gate Openers
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EXHIBIT 12.
Cory Lakes Community Development District
Facilities Manager
December 2014, Activity Report
__________________________________________________________________________________
BEACH CLUB
1. Removed the regular incandescent light bulbs and replaced them
with energy efficient LED bulbs.
2. The AFS Company Hydro cleaned the surface areas of the parking
lot and boat ramp.
3. Performed monthly AC filter replacements.
CAPRI ISLE DRIVE
1. On October 10, 2014 Star Environmental responded to an
emergency call for a break in the sewer force main. They repaired
the Air Release Valve (ARV) in the sewer force main line. A
blockage was then discovered in the sewer line. Bay Area
Environmental videotaped and located what appeared to be a
broken/closed gate valve. Star Environmental located the valve,
repaired, and now the system is operating normally. The CDD has
asked the developer/contractor to share in this expense of over
$11,000.
2. The Kolter Company submitted the topographic survey
information and Stantec Engineering submitted a new design for
the proposed concrete sidewalk. The new sidewalk will extend
from the west entrance of Capri Isle across Cory Lake Boulevard
and connect to the existing south side Morris Bridge sidewalk.
3. At the request of the LAF Committee, Ryan Homes relocated the
sales sign at the entrance to Capri Isle across the other side of the
street to improve safety and vehicle visibility.
4. The Barneywood company trimmed and removed brush, trees
and branches along the edge of the pond on Tahiti Isle.
5. Approved LMP proposal # 22659 ($856.25) to install road base
and “Rip-Rap” rock to control erosion.
6. Cleaned trash/debris from the pond.
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CACHET ISLE DRIVE
1. Gate Tech, Inc. installed a new speaker and cast aluminum cover
for the gate entry phone system.
GYMNASIUM
1. Removed the regular incandescent bulbs and replaced them with
energy efficient LED’s.
2. Released a jammed part on the new Gym Source multiuse exercise
machine and equipment now functions normally.
3. The HVAC contractor replaced a gasket/seal that failed on the air
conditioning drain pan.
4. Custom Sheetrock, Inc. repaired the water-damaged areas of the
ceiling and painted the ceiling and access panel.
5. Fitness Logic repaired the defective “quick-start” on one of the
Precor treadmill machines.
6. Perform adjustments to the door to improve its operation.
7. Performed monthly AC filter replacements.
POOL
1. The contractor has not completed the final gel-coat repairs on the
poolside. The District’s Attorney/Manager are communicating
with the pool installation contractor to resolve this issue.
2. Assembled a large metal storage reel to accommodate the lap lane
lines and flotation devices.
3. LMP installed 1.5 cubic yards of “Jack-River” rock along the stairs
leading to the pool slide to help control erosion.
4. Painted gate entry handles.
5. Approved LMP proposal # 22658 ($6,180) to install weed barrier
and additional “River-Rock” to control erosion under the poolside.
6. Brick paver contractor removed and reset over 400 square feet of
uneven and loose pool deck pavers.
7. LMP repaired a broken section of irrigation underneath the
concrete sidewalk near the pool house.
8. Cleaned restroom air conditioning filters.
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LANDSCAPING
1. LMP proposal # 22131 was completed for $3,040, to make
landscape improvements to the Cory Lake Drive Westside lift
station area.
2. LMP proposal # 22132 was completed to install azalea and
jasmine plants in the tennis court area.
3. LMP proposal # 22134 was completed to install five (5), fifteen
(15) Gallon pink Oleanders on Cory Lake Drive across from
Cache Isle.
4. LMP proposal # 22135 was completed to install (76) azalea plants
on the exit side near the Cross Creek Security Gatehouse.
5. LMP proposal to enhance the landscaping in front of the pool
bathhouse was completed.
6. LMP submitted proposal # 22852 for $10,333 to make landscape
improvements to a west side retention area of the (Morris Bridge)
Cory Lake Blvd.
7. Contractor removed several declining palm trees in the following
areas:
• Entrance Monument Island to Canary Isle Dr.
• Westside lift-sub-station.
• Within the island of Cory Lake Blvd. near the Morris Bridge
Gatehouse
8. LMP proposal # 21540 to install 1,500 sf of Floratam Sod behind
the pool area is on hold until the playground area is designed.
9. Electrical contractor installed dedicated circuits for the Holiday
lighting near the Morris Bridge Gatehouse and Cross Creek
entrance monument.
LAKE MANAGEMENT
1. The CDD has received numerous complaints about the poor
condition of the ponds and lakes. Below is summary of some Lake
Maintenance and Management Proposals:
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* Armstrong Environmental
* Aquatic Systems
* Cardno
$24,750 – Annually
$48,568 – 1st Year
$38,568 – Annually
$68,115 – 1st Year
$45,420 - Annually
SECURITY
1. Removed the regular incandescent bulbs, in both gatehouses, and
replaced them with LED’s.
2. Staff training is completed and Exhibit “D” Checklist section of the
contract has been reviewed and accepted. The system is
operational however, some system glitches are systematically
being addressed.
3. On Thursday November 20th, Gate Tech and the brick paver
contractor removed the brick pavers, installed the vehicle sensors
and then re-installed the brick pavers at the Morris Bridge
Security Gatehouse visitor lane. Gate Tech plans on completing
the project during the week of December 8th.
4. Target Towing requested that Cory Lakes provide them with a
written authorization request letter to tow vehicles within the
Cory Lakes Community.
5. The 2013 Spark (“rover vehicle”) received an oil change and
routine inspection maintenance was performed at Jim Brown
Chevrolet in Tampa.
6. Performed monthly AC Filter replacements at both security
gatehouse locations.
OTHER ACTIONS
1. Received proposals to install two (2) asphalt tennis courts and
one (1) practice pad from the following:
* Welch Tennis Courts, Inc. $121,850
* Nidy Sports Construction Awaiting Proposal
* Elite Court Construction
$98,485
* Sports Surfaces
$120,050
2. During the month of November Bay Brick Pavers, Inc. removed
and reset over 2,250 square feet of roadway pavers on Cachet,
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Barbados, Cory Lake Drive, Cory Lake Boulevard, and at the
Beach Club.
Secured tennis court windscreen/privacy netting along the
east and north sides of the tennis courts.
Electric contractor installed an additional electrical outlet at
the Morris Bridge Gatehouse for the Holiday lighting.
Contractor installed additional sunscreen window film at the
Morris Bridge and Cross Creek Gatehouses.
AFS Hydro cleaned all of roadway pavers and concrete curbs
along Cory Lake Boulevard and Morris Bridge entrance/exit.
Contractor painted all of the bases of the street light/sign poles
along Cory Lake Drive.
During the cleaning of Cory Lake Boulevard, Morris Bridge
entrance, an automobile ran off road and broke an irrigation
valve. LMP repaired and the irrigation system is operating
normally.
Contractors refused to pay for damaged ARV Valve and other
related sewer problems at Capri Isle.
Action Plan for January
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New Tennis Courts
Security Gate Arm at Morris Bridge Gatehouse
Concrete Curb Gutter Repairs
Roadway Brick Paver Repair
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EXHIBIT 13.
EXHIBIT 14.
Real Estate Consulting Services:
Land Secured Public Financing
School District
Reimbursement and Credit
Fiscal Impact
Service Districts
Municipal District Services
Development Impact Fee
Redevelopment District
Affordable Housing Financing
Other Public Financing
Compliance
Entitlement Analysis
Cash Flow Feasibility Analysis
Disclosure Services
Engineering Services
Project Management Services
Capital Markets Group
Property Tax Appeals
CDD Management Services
Look Back Diagnostic Review
Lender Services
Asset Management Services
Portfolio Management Services
Economic Impact
Market Analysis
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