ARBORWOOD COMMUNITY DEVELOPMENT
DISTRICT

LEE COUNTY Regular Board Meeting
MARCH 16, 2026
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
March 16, 2026
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
February 16, 2026 Regular Board Meeting Minutes…	Page 2
Old Business
New Business
Presentation of Somerset Lake Bank Report…	Page 3
Discussion Regarding Pond Bank Repairs Schedule and Costs
Administrative Matters
Attorney’s Report
Engineer Report
Update on Tree Removal at 12851 Epping
Field Inspectors Report – Somerset
Preserve Compliance Updates
Bridgetown Report…	Page 4
Manager’s Report
Financials…	Page 5
Board Member Comments
Adjourn

Publication Date 2026-03-06

Subcategory Miscellaneous Notices

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 March 16, 2026, 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 Districts website (www.arborwoodcdd.org) 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
March 6,2026 12126957

FEBRUARY 16, 2026 REGULAR BOARD MEETING MINUTES

TO BE DISTRIBUTED UNDER SEPARATE COVER

PRESENTATION OF SOMERSET LAKE BANK REPORT

TO BE DISTRIBUTED UNDER SEPARATE COVER

March Update-03/08/2026

Lake Water Quality	February readings not received yet	
Lake Doctor Monthly Summary	Spot treated for algae
Spot treated with pond dye to suppress sunlight prohibiting unwanted aquatic plants
Lakes 3 and 4 were treated for invasive aquatic vegetation
Lake 35 received beneficial bacteria to reduce nutrient levels
Commented on the low lake levels	
Lake Bank Conditions	REQUEST: Please advise association when JR Evans will perform their 2026 inspection. Ponds Committee Chair would like to accompany.	
Preserves	None to Report	
Resident Requests	None to report	
Other Updates	None to report	
.

Arborwood Community Development District
Budget vs. Actual
October 2025 - February 2026

	Oct 25 - Feb 26		25/26 Budget		$ Over Budget		% of Budget	
Revenue								
O & M Assessments	515,728.67		539,884.00		-24,155.33		95.53%	
Debt Assessments (2018)	2,514,759.40		2,633,569.00		-118,809.60		95.49%	
Debt Assessments (2014A-1)	490,446.20		513,421.00		-22,974.80		95.53%	
Debt Assessments (2014A-2)	50,101.80		52,459.00		-2,357.20		95.51%	
Debt Assess-Pd To Trustee-2018	-2,408,412.50		-2,528,226.00		119,813.50		95.26%	
Debt Asses-Pd To Trustee-2014A1	-469,705.85		-492,885.00		23,179.15		95.3%	
Debt Asses-Pd To Trustee-2014A2	-47,983.20		-50,360.00		2,376.80		95.28%	
Assessment Fees	-11,715.00		-10,000.00		-1,715.00		117.15%	
Assessment Discounts	-139,301.05		-149,573.00		10,271.95		93.13%	
Carryover Balance	0.00		17,000.00		-17,000.00		0.0%	
Total Income	493,918.47		525,289.00		-31,370.53		94.03%	
Expense								
Payroll Tax Expense	290.70		880.00		-589.30		33.03%	
Supervisor Fees	3,800.00		11,000.00		-7,200.00		34.55%	
Engineering	3,365.50		50,000.00		-46,634.50		6.73%	
Management Fees	17,535.00		42,084.00		-24,549.00		41.67%	
Website Management	833.30		2,000.00		-1,166.70		41.67%	
Legal Fees	3,127.61		19,000.00		-15,872.39		16.46%	
Assessment/Tax Roll	0.00		5,000.00		-5,000.00		0.0%	
Audit Fees	0.00		5,450.00		-5,450.00		0.0%	
Arbitrage Rebate Fee	0.00		1,000.00		-1,000.00		0.0%	
Amortization Schedule Fee	0.00		500.00		-500.00		0.0%	
Insurance	6,998.00		13,000.00		-6,002.00		53.83%	
Legal Advertisements	930.74		5,250.00		-4,319.26		17.73%	
Miscellaneous	1,395.92		3,200.00		-1,804.08		43.62%	
Postage and Delivery	72.28		1,125.00		-1,052.72		6.43%	
Office Supplies	656.95		2,275.00		-1,618.05		28.88%	
Dues, License & Subscriptions	175.00		175.00		0.00		100.0%	

Arborwood Community Development District
Budget vs. Actual
October 2025 - February 2026

	Oct 25 - Feb 26		25/26 Budget		$ Over Budget		% of Budget	
Trustee Fees	12,738.75		22,500.00		-9,761.25		56.62%	
Continuing Disclosure Fee	0.00		3,000.00		-3,000.00		0.0%	
Professional Fee & Permits	0.00		1,250.00		-1,250.00		0.0%	
Treeline Preserve Maint-Exotics	0.00		0.00		0.00		0.0%	
DRI / Traffic Monitoring	15,300.00		5,000.00		10,300.00		306.0%	
Environmentl Consulting-Passarella	8,126.25		23,000.00		-14,873.75		35.33%	
Panther Mitigation Mnt-Exotics	40,000.00		80,000.00		-40,000.00		50.0%	
Field Inspector - Somerset Only	8,485.20		25,500.00		-17,014.80		33.28%	
Lake Maintenance-Somerset Only	20,761.30		50,000.00		-29,238.70		41.52%	
Preserve Maint - Somerset Only	0.00		37,000.00		-37,000.00		0.0%	
Flowway Maintenance	0.00		10,600.00		-10,600.00		0.0%	
Preserve Maint (Parcel C Only)	0.00		7,000.00		-7,000.00		0.0%	
Lake Bank Erosion Mte(Somerset)	0.00		47,000.00		-47,000.00		0.0%	
Strmwtr Drains Ins/MTE-Somerset	4,350.00		30,000.00		-25,650.00		14.5%	
Strmwtr Drains Ins (Bridgetown)	6,720.00		6,500.00		220.00		103.39%	
Lake Bank Inspection-Somerset	0.00		7,500.00		-7,500.00		0.0%	
Lake Bank Inspection-Bridgetown	0.00		6,500.00		-6,500.00		0.0%	
Capital Outlay - Small	0.00		1,000.00		-1,000.00		0.0%	
Total Expenditures	155,662.50		525,289.00		-369,626.50		29.63%	
Net Revenue		338,255.97			0.00			338,255.97			100.0%	

Bridgetown Balance As Of 10/1/25	$	12,640.62	
Somerset Balance As Of 10/1/25	$	27,275.68	

Bridgetown Activity: 10/1/25 - 2/28/26	$	6,280.00	
Somerset Activity: 10/1/25 - 2/28/26	$	163,403.50	
		
Bridgetown Balance As Of 2/28/26	$	18,920.62	
Somerset Balance As Of 2/28/26	$	190,679.18	

Arborwood Community Development District
Budget vs. Actual
October 2025 - February 2026

Oct 25 - Feb 26	25/26 Budget	$ Over Budget	% of Budget

Bank Balance As Of 2/28/26	$	1,056,366.81	
Accounts Payable As Of 2/28/26	$	188,187.48	
Other Assets As Of 2/28/26	$	-	
Total Fund Balance As Of 2/28/26	$	868,179.33	

Series 2014A-1 Bond Balance As Of 2/28/26	$	3,785,000.00	
Series 2014A-2 Bond Balance As Of 2/28/26	$	420,000.00	
Series 2018A-1 Bond Balance As Of 2/28/26	$	16,360,000.00	
Series 2018A-2 Bond Balance As Of 2/28/26	$	5,670,000.00	
Total Bond Balance As Of 2/28/26	$	26,235,000.00