ARBORWOOD COMMUNITY DEVELOPMENT
DISTRICT

LEE COUNTY Regular Board Meeting
JULY 17, 2023
9:00 A.M.

Special District Services, Inc.
27499 Riverview Center Boulevard, #253 Bonita Springs, FL 33134

www.arborwoodcdd.org 561.630.4922 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
Amenity Center Community Room Somerset at the Plantation 10401 Dartington Drive
Fort Myers, Florida, 33913 REGULAR BOARD MEETING July 17, 2023
9:00 A.M.

Call to Order
Proof of Publication…	Page 1
Establish Quorum
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
June 19, 2023 Regular Board Meeting…	Page 2
Old Business
Update Regarding Road and School Impact Fee Credits
Update Regarding Tree Line Lighting and Repairs
Update Regarding Lee County Assuming the District’s Treeline Streetlights…	Page 5
Discussion Regarding Individual Environmental Resource Permit
New Business
Discussion Regarding Fiscal Year 2023/2024 Budget…	Page 6
Administrative Matters
Manager’s Report
Financials…	Page 25
Attorney’s Report
Engineer Report
Field Inspectors Report
Woods and Wetlands Report
Board Members Comments
Adjourn

Public Notice
07/07/2023
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NOTICE OF REGULAR BOARD MEETING ARBORWOOD COMMUNITY
DEVELOPMENT DISTRICT The Board of Supervisors (the Board) of the Arborwood Community Development District (the District) will hold a Regular Board Meeting (the Meeting) on July 17, 2023, at 9:00 a.m. in the Amenity Center Community Room, Somerset at the Plantation, 10401 Dartington Drive, Fort Myers, Florida, 33913. The purpose of the Regular Board Meeting is for the Board to consider any business which may properly come before it.
The Meeting is open to the public and will be conducted in accordance with the provisions of Florida law for community development districts. The Meeting may be continued in progress without additional notice to a time, date, and location stated on the record. A copy of the agenda for the Meeting may be obtained from the District's website or by contacting the District Manager, Special District Services, at (941) 223-2475. There may be occasions when one or more Supervisors will participate by telephone. Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this Meeting is asked to advise the District Office at least forty-eight (48) hours before the Meeting by contacting the District Manager at (561) 630-4922. If you are hearing or speech impaired, please contact the Florida Relay Service at 1 (800) 955-8770, who can aid you in contacting the District Office. A person who decides to appeal any decision made at the Meeting with respect to any matter considered at the Meeting is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based. Meetings may be cancelled from time to time without advertised notice. District Manager Arborwood Community Development District www.arborwoodcdd.org No. 5758376 July 7, 2023

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
JUNE 19, 2023

CALL TO ORDER

The June 19, 2023, Regular Board Meeting of the Arborwood Community Development District (the “District”) was called to order at 9:02 a.m. in the Amenity Center Community Room of the Somerset at the Plantation located at 10401 Dartington Drive, Fort Myers, Florida 33913.

PROOF OF PUBLICATION

Proof of publication was presented that notice of the Regular Board Meeting had been published in the Fort Myers News-Press on June 12, 2023, as legally required.

ESTABLISH A QUORUM

It was determined that the attendance of the following Supervisors constituted a quorum and it was in order to proceed with the meeting:

Chairman	Joan Pattison	Present	
Vice Chairman	Jeff Gordish	Present	
Supervisor	Jack Aycock	Present	
Supervisor	Donald Schrotenboer	Present	
Supervisor	Karin Hagen	Present	

Staff members in attendance were:

District Manager	Michelle Krizen	Special District Services, Inc.	
General Counsel	Wes Haber (via phone)	Kutak Rock, LLC	
District Engineer	Ryan Lorenz	JR Evans Engineering	
Field Inspector	Bohdan Hirniak		

Also present were: Phil Lewis; Dick Nardi; and Bethany Brosious of Passarella & Associates.

ADDITIONS OR DELETIONS TO THE AGENDA

There were no additions or deletions to the agenda.

COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA

Mr. Nardi of Bridgetown noted he was a member of their pond committee. They purchased aerators to help prevent muck build-up. Is there a level or guideline for how much build-up can occur before dredging is required? Mr. Lorenz explained that the goal of the aerator was to prevent the build-up. Mr. Hirniak added that the water quality was not usually affected, but a good water testing program would be a good idea.

APPROVAL OF MINUTES
Page 1 of 3

May 23, 2023, Regular Board Meeting

The May 23, 2023, Regular Board Meeting minutes were presented for consideration.

A motion was made by Mr. Gordish, seconded by Ms. Hagen and passed unanimously approving the May 23, 2023, Regular Board Meeting minutes, as amended.

OLD BUSINESS
Update Regarding Road and School Impact Fee Credits

Mr. Haber reported that he had been unable to find a process to quiet title to allow the District to claim these credits. There is no statute of limitations specific to impact fee credits. This will continue to be researched.

Update Regarding Treeline Lighting and Repairs

The contract is being signed today and the insurance check has been deposited for the hurricane repairs.

Regarding the car accident, we have received the accident report and a quote for repairs, which is still in process with the driver’s insurance company.

Update Regarding Lee County Assuming Some of District’s Treeline Streetlights

Mr. Gordish met with Lee County who made a verbal offer to assume all of the District’s lights if the District provides 5 extra poles. The decorative lights are not something the County currently has in inventory. Mr. Gordish will follow up with the County to get specific details. Ms. Krizen will reach out to get pricing for the 5 extra poles.

Discussion Regarding Individual Environmental Resource Permit

Mr. Schrotenboer met with Josh Evans and Wes Haber wherein they determined the lake was purchased with bond funds. Conveying this to a private entity would be problematic. Granting an easement will be necessary. A discussion ensued regarding the type of easement, construction or perpetual. The Board would like to negotiate for the property owner to pay for the ongoing maintenance as well as professional costs that were incurred by the CDD in the easement process.

NEW BUSINESS

There were no New Business items to come before the Board.

ADMINISTRATIVE MATTERS
Manager’s Report

Ms. Krizen advised that the next meetings scheduled were July 17, 2023 and the Public Hearing on the budget, which is scheduled for August 21, 2023. At the August meeting, the meeting schedule will be set for the coming fiscal year. There was a consensus of the Board to continue with the same day of the month and time for future meetings.

Financials

Page 2 of 3

The financials were presented and the Supervisors had no questions.

Attorney’s Report

Mr. Haber had nothing to report but provided an opportunity for questions. Mr. Schrotenboer asked about the required training. Mr. Haber explained that this was not required until 2024 and he will provide more information as he receives it regarding how to meet the requirement.

Engineer’s Report

Mr. Lorenz advised that he had been called to an area that had some pooling. Upon inspection, he determined that the grate was covered. Once cleared, the pooling should be resolved.

Field Inspector’s Report

It was reported that the lakes looked good and storage was not compromised. Gators are visible in the lakes. Rainfall is 47% month-to-date and 77% year-to-date. Some erosion has been noticed on Fairways 4, 9 and 13.

Woods and Wetlands Report

Treatments have begun and Woods and Wetlands will follow-up to inspect the treatments.

BOARD MEMBER COMMENTS

There were no further comments from the Board Members.

ADJOURNMENT

There being no further business to come before the Board, a motion was made by Mr. Aycock, seconded by Ms. Hagen and passed unanimously adjourning the Regular Board Meeting at 10:07 a.m.

Secretary/Assistant Secretary	Chair/Vice-Chair

Page 3 of 3

1202 SE 9TH LANE SUITE B
CAPE CORAL FL 33990
Tel: (239)772-5111 Fax: (239)772-9995

Contact Name: FRANK OSKVAREK

Job Name:
Attn:
Ship To: COD
1202 SE 9TH LANE SUITE B CAPE CORAL, FL 33990-0000

Quote Date: 06/30/23
Updated On: 06/30/23
Expires On: 07/30/23

Customer PO #: MICHELLE SDS INC
Customer PO Date:
FOB: SHIPPING POINT
Freight: PICKUP

Quote: Q1013431	Revision #: 001

RAYBRO/CED - CAPE CORAL

Customer Quote For: COD

LN	Product	Qty	Price	Per *	Ext Price	
01	CED NOVA POLES
NOVA POLES QUOTE	5	$7,500.00	E	$37,500.00	
02	COMPLETE ASSEMBLIES FOR ARBORWOOD					
03	DOES NOT INCLUDE ANCHOR BOLTS					
04	INCLUDES FREIGHT					
				Merchandise:	$37,500.00	
				Tax:	$2,437.50	
				Total:	$39,937.50	

PLEASE NOTE: THIS IS NOT AN OFFER TO CONTRACT, BUT MERELY A QUOTATION OF CURRENT PRICES FOR YOUR CONVENIENCE AND INFORMATION. ORDERS BASED ON THIS QUOTATION ARE SUBJECT TO YOUR ACCEPTANCE OF THE TERMS AND CONDITIONS LOCATED AT SALES.OUR-TERMS.COM, WHICH WE MAY CHANGE FROM TIME TO TIME WITHOUT PRIOR NOTICE. WE MAKE NO REPRESENTATION WITH RESPECT TO COMPLIANCE WITH JOB SPECIFICATIONS.

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Page 24

Arborwood Community Development District
Budget vs. Actual
October 2022 through June 2023

Oct '22 - Jun 23	22/23 Budget	$ Over Budget	% of Budget
   
Income

01-3100 · O & M Assessments (On-Roll)	499,998.12		503,606.00		-3,607.88		99.28%	
01-3305 · O&M Assesments-Off Roll-Lennar	0.00		1,011.00		-1,011.00		0.0%	
01-3812 · Debt Assessments (2018)	2,617,838.60		2,636,069.00		-18,230.40		99.31%	
01-3818 · Debt Assessments (2014)	599,627.45		603,623.00		-3,995.55		99.34%	
01-3822 · Debt Assess-Pd To Trustee-2018	-2,509,958.35		-2,530,626.00		20,667.65		99.18%	
01-3829 · Debt Asses-Pd To Trustee-2014	-574,917.20		-609,673.00		34,755.80		94.3%	
01-3830 · Assessment Fees	-10,069.50		-10,000.00		-69.50		100.7%	
01-3831 · Assessment Discounts	-143,126.27		-149,732.00		6,605.73		95.59%	
01-3922 · Debt Direct Bill - Lennar(2014)	0.00		30,195.00		-30,195.00		0.0%	
01-9400 · Other Revenue (Insurance Claims)	74,566.45		18,000.00		56,566.45		414.26%	
Total Income	553,959.30		492,473.00		61,486.30		112.49%	
Expense								
01-1130 · Payroll Tax Expense	489.60		880.00		-390.40		55.64%	
01-1131 · Supervisor Fees	6,400.00		11,000.00		-4,600.00		58.18%	
01-1310 · Engineering	33,198.89		32,500.00		698.89		102.15%	
01-1311 · Management Fees	28,926.00		38,568.00		-9,642.00		75.0%	
01-1313 · Website Management	1,499.94		2,000.00		-500.06		75.0%	
01-1315 · Legal Fees	7,072.00		22,000.00		-14,928.00		32.15%	
01-1318 · Assessment/Tax Roll	0.00		5,000.00		-5,000.00		0.0%	
01-1320 · Audit Fees	0.00		5,350.00		-5,350.00		0.0%	
01-1330 · Arbitrage Rebate Fee	1,000.00		2,000.00		-1,000.00		50.0%	
01-1332 · Amortization Schedule Fee	150.00		500.00		-350.00		30.0%	
01-1450 · Insurance	10,839.00		12,000.00		-1,161.00		90.33%	
01-1480 · Legal Advertisements	2,006.60		5,500.00		-3,493.40		36.48%	
01-1512 · Miscellaneous	1,613.35		3,300.00		-1,686.65		48.89%	
01-1513 · Postage and Delivery	358.24		1,150.00		-791.76		31.15%	
01-1514 · Office Supplies	755.70		2,300.00		-1,544.30		32.86%	
01-1540 · Dues, License & Subscriptions	175.00		175.00		0.00		100.0%	
01-1555 · Trustee Fees	4,246.25		30,000.00		-25,753.75		14.15%	
01-1743 · Continuing Disclosure Fee	3,000.00		4,000.00		-1,000.00		75.0%	

Arborwood Community Development District
Budget vs. Actual
October 2022 through June 2023

	Oct '22 - Jun 23		22/23 Budget		$ Over Budget		% of Budget	

01-1811 · Professional Fee & Permits	
0.00		
1,250.00		
-1,250.00		
0.0%	
01-1815 · Miscellaneous Maintenance	13,916.01		0.00		13,916.01		100.0%	
01-1816 · Treeline Preserve Maint-Exotics	0.00		6,000.00		-6,000.00		0.0%	
01-1818 · DRI / Traffic Monitoring	0.00		10,000.00		-10,000.00		0.0%	
01-1819 · Environmentl Cnsltng-Passarella	13,967.50		22,000.00		-8,032.50		63.49%	
01-1820 · Panther Mitigation Mnt-Exotics	80,000.00		80,000.00		0.00		100.0%	
01-1822 · Street Lighting-Utility & Maint	5,068.87		13,000.00		-7,931.13		38.99%	
01-1824 · Field Inspector - Somerset Only	17,216.08		25,500.00		-8,283.92		67.51%	
01-1825 · Lake Maintenance-Somerset Only	34,551.00		46,100.00		-11,549.00		74.95%	
01-1826 · Preserve Maint - Somerset Only	4,500.00		35,000.00		-30,500.00		12.86%	
01-1827 · Flowway Maintenance	0.00		4,600.00		-4,600.00		0.0%	
01-1828 · Preserve Maint (Parcel C Only)	0.00		10,800.00		-10,800.00		0.0%	
01-1829 · Lake Bank Erosion Mte(Somerset)	10,020.00		36,500.00		-26,480.00		27.45%	
01-1830 · Strmwtr Drains Ins/MTE-Somerset	0.00		20,000.00		-20,000.00		0.0%	
01-1831 · Strmwtr Drains Ins (Bridgetown)	0.00		2,500.00		-2,500.00		0.0%	
01-1850 · Capital Outlay - Small	0.00		1,000.00		-1,000.00		0.0%	
Total Expense	280,970.03		492,473.00		-211,502.97		57.05%	
1et Income		272,989.27			0.00			272,989.27			100.0%	

Bank Balance As Of 6/30/23	
$	650,397.67	

Accounts Payable As Of 6/30/23	
$	64,833.28	

Other Assets As Of 6/30/23	
$	-	

Total Fund Balance As Of 6/30/23	
$	585,564.39	

Series 2014A-1 Bond Balance As Of 6/30/23	
$ 4,220,000.00	

Series 2014A-2 Bond Balance As Of 6/30/23	
$	890,000.00	

Series 2018A-1 Bond Balance As Of 6/30/23	
$ 18,750,000.00	
Series 2018A-2 Bond Balance As Of 6/30/23	$ 6,470,000.00	

Total Bond Balance As Of 6/30/23	
$ 30,330,000.00