ARBORWOOD COMMUNITY DEVELOPMENT
DISTRICT

LEE COUNTY Regular Board Meeting
& Public Hearing August 3, 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 & PUBLIC HEARING
August 3, 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
June 15, 2026 Regular Board Meeting Minutes…	Page 2
Public Hearing
Proof of Publication…	Page 6
Receive Public Comments on Fiscal Year 2026/2027 Final Budget
Consider Resolution No. 2026-03 – Adopting a Fiscal Year 2026/2027 Final Budget…	Page 7
Consider Resolution No. 2025-04 – Adopting a Fiscal Year 2026/2027 Assessment Roll…	Page 28
Old Business
New Business
Consider Resolution No. 2026-05 – Adopting a Fiscal Year 2026/2027 Meeting Schedule…	Page 31
Oak Tree Removal…	Page 33
Administrative Matters
Attorney’s Report
Engineer Report
Field Inspectors Report – Somerset
Preserve Compliance Updates
Bridgetown Report…	Page 50
Manager’s Report
Financials…	Page 51
Board Member Comments
Adjourn

Publication Date 2026-07-21

Subcategory Miscellaneous Notices

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
NOTICE OF PUBLIC HEARING TO CONSIDER THE ADOPTION OF THE FISCAL YEAR 2027 PROPOSED BUDGET(S); AND NOTICE OF REGULAR BOARD OF SUPERVISORS MEETING.
The Board of Supervisors (Board) of the Arborwood Community Development District (District) will hold a public hearing and regular meeting as follows:
DATE: August 3, 2026
TIME: 9:00 a.m.
LOCATION: Amenity Center Community Room, Somerset at the Plantation 10401 Dartington Drive
Fort Myers, Florida, 33913
The purpose of the public hearing is to receive comments and objections on the adoption of the Districts proposed budget(s) for the fiscal year beginning October 1, 2026, and ending September 30, 2027 (Proposed Budget). A regular Board meeting of the District will also be held at the above time where the Board may consider any other business that may properly come before it. A copy of the agenda and Proposed Budget may be obtained from the Districts website (www.arborwoodcdd.org) or by contacting the District Manager, Special District Services, at (941) 875-4195.
The public hearing and meeting are open to the public and will be conducted in accordance with the provisions of Florida law. The public hearing and/or meeting may be continued in progress to a date, time certain, and place to be specified on the record at the public hearing and/or meeting. There may be occasions when Board Supervisors or District Staff may participate by speaker telephone.
Any person requiring special accommodations at the public hearing or meeting because of a disability or physical impairment should contact the District Managers Office at least forty-eight (48) hours prior to the public hearing and meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Managers Office.
Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearing or meeting is advised that person will need a record of 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 such appeal is to be based.
District Manager
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
www.arborwoodcdd.org
July 14, 21, 2026 #12476200

Page 1

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
JUNE 15, 2026

CALL TO ORDER

The June 15, 2026, Regular Board Meeting of the Arborwood Community Development District (the “District”) was called to order at 9:00 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

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	Jeff Gordish	Present	
Vice Chairperson	Karin Hagen	Absent	
Supervisor	Jack Aycock	Present	
Supervisor	Donald Schrotenboer	Present	
Supervisor	Christopher Anderson	Present via phone	

Staff members in attendance were:

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

Also present was Ramsey Fisher (Passarella & Associates, on behalf of Bethany Brosious).

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
There was no public comment.
APPROVAL OF MINUTES
May 18, 2026, Regular Board Meeting
The minutes of the May 18, 2026, Regular Board Meeting were presented for consideration.

Page 1 of 4

A MOTION was then made by Mr. Schrontenboer, seconded by Mr. Aycock and passed unanimously approving the minutes of the May 18, 2026, Regular Board Meeting, as presented.

CONSIDER RESOLUTION NO. 2026-02 – SETTING PUBLIC HEARING ON REVISED RULES OF PROCEDURE

Resolution No. 2026-02 was presented, entitled:

RESOLUTION 2026-02

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT TO DESIGNATE DATE, TIME AND PLACE OF PUBLIC HEARING AND AUTHORIZATION TO PUBLISH NOTICE OF SUCH HEARING FOR THE PURPOSE OF ADOPTING RULES OF PROCEDURE; AND PROVIDING AN EFFECTIVE DATE.

Mr. Haber reviewed the proposed revisions to the District’s Rules of Procedure. He explained that the revisions primarily updated procurement provisions and incorporated recent statutory changes and operational clarifications applicable to community development districts statewide. He noted that the revisions were largely housekeeping items intended to maintain consistency with Florida law and current CDD practices.

The Board discussed scheduling the required public hearing and determined that September 21, 2026, would provide the most practical date, given the notice requirements and anticipated Board attendance. Mr.
Schrotenboer requested a redlined version of the proposed revisions and Mr. Haber agreed to provide one for Board review prior to the public hearing.
A MOTION was made by Mr. Schrotenboer, seconded by Mr. Gordish and passed unanimously adopting Resolution No. 2026-02, setting a public hearing for September 21, 2026, to consider adoption of the revised Rules of Procedure.

ADMINISTRATIVE MATTERS
Attorney’s Report

Mr. Haber reported that the City continues to pursue regulatory approvals associated with proposed passive recreation improvements on property previously conveyed by the District. He explained that revisions were made to documentation requested by regulatory agencies to ensure the District was not making ownership representations regarding property it no longer owned. The matter remains under review by the City and applicable permitting agencies.

Mr. Haber also provided an update regarding the assignment of fountain bond obligations associated with the golf course ownership transition. Discussions between the parties remain ongoing with the District’s primary concern being preservation of existing financial protections.

Engineer’s Report

Page 2 of 4

Mr. Lorenz reported that lake planting notification letters were distributed following the previous meeting and acknowledged by the affected property managers. He noted only minor follow-up questions had been received.

Mr. Lorenz reviewed the status of previously discussed pipe deepening and lake bank repair work. Updated pricing received from Dragonfly reflected significantly higher costs than earlier estimates. In addition, recent rainfall had substantially increased lake levels, reducing the effectiveness of performing repairs at this time. Mr. Lorenz recommended postponing the work until later in the year when conditions are more favorable. The Board concurred with the recommendation.

The Board discussed initiating annual inspections and repair planning earlier in future years to avoid rainy season scheduling conflicts.

Mr. Gordish reported observing golf course personnel placing soil and debris into a lake near Hole No. 9. Mr. Lorenz agreed to investigate the matter and coordinate with golf course management.

Field Inspector’s Report

Mr. Hirniak reported rainfall totals remained below normal but have improved in recent weeks. While conditions remain drier than average, he indicated that lake and landscape conditions continue to remain generally stable.

The Board discussed recent weed treatments and algae conditions. Mr. Hirniak reported that treatment efforts appeared to be effective and no significant concerns had been reported. He also advised that he was working with Solitude Lake Management to establish contact with a new representative to improve communication and responsiveness.
Preserve Compliance Updates

Mr. Fisher reported that preserve maintenance and mitigation activities remained underway and in compliance. Follow-up inspections and reporting would occur upon completion of ongoing treatment activities.

Mr. Fisher discussed recent inspections involving resident requests for tree removals and vegetation trimming near preserve boundaries. A dead slash pine near New Market Street was previously approved for topping and debris removal. Additional requests in Bridgetown involved preserve boundary determinations and vegetation management issues.

The Board discussed preserve maintenance responsibilities, conservation easement limits, and the process for addressing vegetation that may impact stormwater conveyance within preserve areas.

Bridgetown Report

The Board reviewed the monthly Bridgetown report and discussed various resident requests involving vegetation trimming, preserve maintenance, and tree removal requests.

Mr. Lorenz requested that staff continue coordinating with Bridgetown Property Manager Bonnie Harper regarding follow-up actions and resident requests. The Board also discussed lake treatment activities and

Page 3 of 4

reviewed the status of several pool installation projects identified within the report.

Manager’s Report
Financials

Ms. Meneely reviewed the financial statements and reported that District finances remained in good standing with no unusual items requiring Board action.

Ms. Meneely reminded Board Members that the July 20, 2026, meeting would include the annual budget public hearing and emphasized the need for an in-person quorum.

The Board discussed upcoming Supervisor term expirations. Mr. Aycock advised that he intended to retire from Board service at the conclusion of his term. Mr. Schrotenboer indicated his willingness to continue serving if reappointed. Staff reviewed the process for soliciting resumes and filling future vacancies.

Ms. Meneely also reminded Board Members of the upcoming 2025 Form 1 – Statement of Financial Interests filing deadline.

The Board discussed a proposed Fiscal Year 2027 meeting schedule adjustment, moving regular meetings from Monday mornings to Wednesdays at 10:00 a.m. beginning October 2026. Board Members expressed support for the proposed schedule change, subject to facility availability.

BOARD MEMBER COMMENTS
Board members discussed future Board composition and representation among the various communities within the District.

ADJOURNMENT

There being no further business to come before the Board, a MOTION was made by Mr. Gordish, seconded by Mr. Aycock and passed unanimously adjourning the Regular Board Meeting at 9:49 a.m.

Secretary/Assistant Secretary	Chair/Vice-Chair

Page 4 of 4

Publication Date 2026-07-21

Subcategory Miscellaneous Notices

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
NOTICE OF PUBLIC HEARING TO CONSIDER THE ADOPTION OF THE FISCAL YEAR 2027 PROPOSED BUDGET(S); AND NOTICE OF REGULAR BOARD OF SUPERVISORS MEETING.
The Board of Supervisors (Board) of the Arborwood Community Development District (District) will hold a public hearing and regular meeting as follows:
DATE: August 3, 2026
TIME: 9:00 a.m.
LOCATION: Amenity Center Community Room, Somerset at the Plantation 10401 Dartington Drive
Fort Myers, Florida, 33913
The purpose of the public hearing is to receive comments and objections on the adoption of the Districts proposed budget(s) for the fiscal year beginning October 1, 2026, and ending September 30, 2027 (Proposed Budget). A regular Board meeting of the District will also be held at the above time where the Board may consider any other business that may properly come before it. A copy of the agenda and Proposed Budget may be obtained from the Districts website (www.arborwoodcdd.org) or by contacting the District Manager, Special District Services, at (941) 875-4195.
The public hearing and meeting are open to the public and will be conducted in accordance with the provisions of Florida law. The public hearing and/or meeting may be continued in progress to a date, time certain, and place to be specified on the record at the public hearing and/or meeting. There may be occasions when Board Supervisors or District Staff may participate by speaker telephone.
Any person requiring special accommodations at the public hearing or meeting because of a disability or physical impairment should contact the District Managers Office at least forty-eight (48) hours prior to the public hearing and meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Managers Office.
Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearing or meeting is advised that person will need a record of 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 such appeal is to be based.
District Manager
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
www.arborwoodcdd.org
July 14, 21, 2026 #12476200

RESOLUTION 2026-03
[FY 2026/2027 APPROPRIATION RESOLUTION]

THE ANNUAL APPROPRIATION RESOLUTION OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT (“DISTRICT”) RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET(S) FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2026, AND ENDING SEPTEMBER 30, 2027; AUTHORIZING BUDGET AMENDMENTS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, for the fiscal year beginning October 1, 2026, and ending September 30, 2027 (“FY 2026/2027”), the District Manager prepared and submitted to the Board of Supervisors (“Board”) of the Arborwood Community Development District (“District”) prior to June 15, 2026, proposed budget(s) (“Proposed Budget”) along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, at least sixty (60) days prior to the adoption of the Proposed Budget, the District filed a copy of the Proposed Budget with the local general-purpose government(s) having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and

WHEREAS, the Board set a public hearing on the Proposed Budget and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and
WHEREAS, the District Manager posted the Proposed Budget on the District’s website in accordance with Section 189.016, Florida Statutes; and

WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that, prior to October 1st of each year, the Board, by passage of the Annual Appropriation Resolution, shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1.   BUDGET

The Proposed Budget, attached hereto as Exhibit A, as amended by the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes (“Adopted Budget”), and incorporated herein by reference; provided, however, that the comparative figures contained in the Adopted Budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures.
The Adopted Budget, as amended, shall be maintained in the office of the District Manager and at the District’s Local Records Office and identified as “The Budget for the Arborwood Community Development District for the Fiscal Year Ending September 30, 2027.”

4932-8198-0060.1

Arborwood Community Development District

Final Budget Fiscal Year 2026/2027
October 1, 2026 - September 30, 2027

CONTENTS
1 - 3	REVENUE AND EXPENSE DESCRIPTIONS

FINAL TOTAL BUDGET

FINAL TOTAL BUDGET DETAIL

BUDGET COMPARISON

FINAL GENERAL FUND BUDGET

FINAL DEBT SERVICE FUND BUDGET - 2014 BOND

FINAL DEBT SERVICE FUND BUDGET - 2018 BOND

ASSESSMENTS RECAP - PARCEL A - MARINA BAY & BOTANICA LAKES

ASSESSMENTS RECAP - PARCELS B & D/E - BRIDGETOWN & SOMERSET

ASSESSMENTS RECAP - LENNAR PARCELS

ASSESSMENTS RECAP - OTHER PARCELS

GENERAL FUND METHODOLOGY

2014 BOND METHODOLOGY

2018 BOND METHODOLOGY

ON ROLL ASSESSMENT COMPARISON

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
Budget Revenue & Expense Descriptions

REVENUES

1	GENERAL FUND ON ROLL ASSESSMENTS
All assessments placed on the tax roll for Operations & Maintenance.

2	GENERAL FUND DIRECT BILL ASSESSMENTS
Individual parcels not placed on the tax roll are billed directly by mail for Operations & Maintenance Assessments.

3	DEBT ON ROLL ASSESSMENTS
Debt Assessments collected via the property tax roll for Bond Debt

4	DEBT DIRECT BILL ASSESSMENTS
Individual parcels not placed on the tax roll are billed directly by mail for Debt Assessments.

5	DEBT PREPAYMENTS / MISCELLANEOUS PAYMENTS
Debt Assessments used to pay down Bond debt before the required payments by individuals or the District as a whole.

6	GENERAL FUND INTEREST INCOME
Any interest earned on the general fund balance and any item that does not fall into the other income categories.

7	GENERAL FUND OTHER REVENUES
This is usually carry over funds from a prior year.
EXPENDITURES

8	PAYROLL TAX EXPENSE
For taxes associated with the payroll to supervisors.

9	SUPERVISOR FEES
Fees paid to supervisors for their service to the District.

10	ENGINEERING
State statute requires the District to have an engineer and pay for his or her services.

11	MANAGEMENT
State statute requires the District to have a manager and pay for his or her services.

12	LEGAL
State statute requires the District to have an attorney and pay for his or her services.

13	ASSESSMENT ROLL
The cost to prepare the assessment roll and submit it to the county tax collector.

14	ANNUAL AUDIT
State statue requires the District to have financial statements audited yearly.

15	ARBITRAGE REBATE FEE
This is a bond requirement related to the tax exempt status of the bonds.

16	INSURANCE
The District has a liability insurance policy that protects the supervisors and staff acting on the district's behalf.

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
Budget Revenue & Expense Descriptions

17	LEGAL ADVERTISING
State statute requires the District to advertise meetings in advance.

18	MISCELLANEOUS
Any item that does not fit into a category already established.

1

19	POSTAGE
Any packages/letters sent on behalf of the district. Proposals, certified mail, etc. are charged to this category.

20	OFFICE SUPPLIES
This is mainly paper and ink cost related to any printed documents for the district.

21	DUES & SUBSCRIPTIONS
An annual due is required to pay to the state.

22	TRUSTEE FEES
Fees paid to the Bank Trustee responsible for the Bond bank accounts.

23	CONTINUING DISCLOSURE FEE
These are reports we have to file with the SEC related to any bonds.

24	AMORTIZATION SCHEDULES
This is the fee we are charged by either a trustee or financial advisor if we have to reamortize the bonds due to a prepayment.

25	WEBSITE
State statute requires the District to have a public website. This is the cost to run and host the website.

26	PROFESSIONAL FEE & PERMITS
Permit, survey, etc., cost related to maintenance or construction.

27	TREELINE PRESEVE MAINT - EXOTICS
Removal of exotics annually

28	DRI TRAFFIC MONITORING
Bi-annual monitoring of traffic counts to verify actual traffic does not exceed design capacity

29	ENVIROMENTAL CONSULTING - PASSARELLA
Ecological consultant and management of preserve maintenance

30	PANTHER MITIGATION MAINT - EXOTICS
Panther mitigation is an offsite parcel that is required to have the exotics removed on an annual basis as consistent with the ACOE Permit

31	STREET LIGHTING - UTILITY & MAINT
Maintenance on district owned streetlights

32	CAPITAL OUTLAY - SMALL
Small, miscellaneous construction related to district improvements.

33	COUNTY APPRAISER & TAX COLLECTOR FEE
Fees charged to the District by the County Appraiser and Tax Collector for collecting the District's NAV Assessments.

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
Budget Revenue & Expense Descriptions

34	FLOWWAY MAINT
Removal of plant material of east/west ditch on an annual basis to improve conveyance

35	MISCELLANEOUS MAINTENANCE
Any District wide maintenance that does not fit into any of the other maintenance categories.

36	MITIGATION MONITORING - (PARCEL C ONLY)
Inspection of the preserve located in Parcel C

37	PRESERVE MAINT - (PARCEL C ONLY)
Removal of exotics in Parcel C preserves

38	LAKE MAINT - AQUATIC CONTROL MAINT- (SOMERSET ONLY)
Maintenance of aquatic vegetation in Somerset lakes

2
39	LAKE MAINT - EROSION MAINT- (SOMERSET ONLY)
Maintenance of lake banks from erosion in Somerset lakes

40	PRESERVE MAINT - (SOMERSET ONLY)
Removal of exotics annually in the preserve in Somerset

41	FIELD INSPECTOR - (SOMERSET ONLY)
Staff person for public relations and coordination of maintenance

42	STORMWATER DRAINS INS & MAINT - (SOMERSET ONLY)
Inspection and maintenance of the stormwater drainage pipes in Somerset

43	LAKE BANK INSPECTION - (SOMERSET ONLY)
Inspection of Lake Banks in Somerset Only

44	LAKE BANK INSPECTION - (BRIDGETOWN ONLY)
Inspection of Lake Banks in Bridgetown only.

45	STORMWATER DRAINS INS & MAINT - (BRIDGETOWN ONLY)
Inspection of the stormwater drainage pipes in Bridgetown and submitting report to Bridgetown HOA

46	DEBT PAYMENT (2014)
Total Interest and Principal Payment for the year for all the Parcel C Series 2014 Bonds

47	DEBT PAYMENT (2018)
Total Interest and Principal Payment for the year for all parcels except C for the Series 2018 Bonds

48	MISCELLANEOUS DEBT EXPENSE
Any debt expense other that the regularly scheduled principal and interest payments

49	DISCOUNTS FOR EARLY PAYMENTS
4% buffer to cover for all residents who pay early and receive a discount off their property tax bill, which can be up to 4%

3

FINAL BUDGET
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT TOTAL
FISCAL YEAR 2026/2027
October 1, 2026 - September 30, 2027

 REVENUES				TOTAL		
GENERAL FUND ON ROLL ASSESSMENT		521,384	
GENERAL FUND DIRECT BILL ASSESSMENT - LENNAR		0	
DEBT ON ROLL ASSESSMENT		3,199,873	
DEBT DIRECT BILL ASSESSMENT - LENNAR		0	
 OTHER INCOME / CARRYOVER BALANCE				21,000	
 Total Revenues			 $	3,742,258 	
 EXPENDITURES	
PAYROLL TAX EXPENSE		
880	
SUPERVISOR FEES		11,000	
ENGINEERING		48,000	
MANAGEMENT		43,224	
LEGAL		18,000	
ASSESSMENT ROLL		5,000	
ANNUAL AUDIT		5,250	
ARBITRAGE REBATE FEE		1,000	
INSURANCE		9,000	
LEGAL ADVERTISING		5,250	
MISCELLANEOUS		3,200	
POSTAGE		1,125	
OFFICE SUPPLIES		2,075	
DUES & SUBSCRIPTIONS		175	
TRUSTEE FEES		19,000	
CONTINUING DISCLOSURE FEE		3,000	
AMORTIZATION SCHEDULES		500	
WEBSITE		2,000	
PROFESSIONAL FEE & PERMITS		1,250	
TREELINE PRESEVE MAINT - EXOTICS		0	
DRI TRAFFIC MONITORING		0	
ENVIROMENTAL CONSULTING - PASSARELLA		23,000	
PANTHER MITIGATION MAINT - EXOTICS		80,000	
STREET LIGHTING - UTILITY & MAINT		0	
CAPITAL OUTLAY - SMALL		0	
COUNTY APPRAISER & TAX COLLECTOR FEE		10,000	
FLOWWAY MAINT		10,600	
PARCEL C ARBORWOOD PRESERVE MAINTENANCE		7,000	
LAKE MAINT - (SOMERSET ONLY)		50,000	
LAKE BANK EROSION MAINT - (SOMERSET ONLY)		47,000	
PRESERVE MAINT - (SOMERSET ONLY)		37,000	
INSPECTOR - (SOMERSET ONLY)		27,500	
STORMWATER DRAINS INS & MAINT - (SOMERSET ONLY)		30,000	
LAKE BANK INSPECTION - (SOMERSET ONLY)		7,500	
LAKE BANK INSPECTION - (BRIDGETOWN ONLY)		6,500	
 STORMWATER DRAINS INS - (BRIDGETOWN ONLY)				6,500	
 Total Expenditures			 $	521,529 	
 EXCESS / (SHORTFALL)			 $	3,220,729 	
DEBT PAYMENTS (2014)		(544,616)	
DEBT PAYMENTS (2018)		(2,527,262)	
MISCELLANEOUS DEBT EXPENSE		0	
 BALANCE			 $	148,850 	
DISCOUNTS FOR EARLY PAYMENTS		(148,850)	
 NET EXCESS / (SHORTFALL)			 $	-		

FINAL BUDGET
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT DETAILED TOTAL
FISCAL YEAR 2026/2027
October 1, 2026 - September 30, 2027

	GENERAL FUND	DEBT - SERIES 2014	DEBT - SERIES 2018		
			A-1 & A-2		B				A-1 & A-2		TOTAL	
REVENUES												
GENERAL FUND ON ROLL ASSESSMENT		521,384		0			0		0		521,384	
GENERAL FUND DIRECT BILL ASSESSMENT		0		0			0		0		0	
DEBT ON ROLL ASSESSMENT		0		567,308			0		2,632,565		3,199,873	
DEBT DIRECT BILL ASSESSMENT		0		0			0		0		0	
OTHER INCOME / CARRYOVER BALANCE		21,000		0			0		0		21,000	
Total Revenues		$	542,384		$ 567,308	$	-			$	2,632,565		$	3,742,258	

EXPENDITURES												
PAYROLL TAX EXPENSE		880		0			0		0		880	
SUPERVISOR FEES		11,000		0			0		0		11,000	
ENGINEERING		48,000		0			0		0		48,000	
MANAGEMENT		43,224		0			0		0		43,224	
LEGAL		18,000		0			0		0		18,000	
ASSESSMENT ROLL		5,000		0			0		0		5,000	
ANNUAL AUDIT		5,250		0			0		0		5,250	
ARBITRAGE REBATE FEE		1,000		0			0		0		1,000	
INSURANCE		9,000		0			0		0		9,000	
LEGAL ADVERTISING		5,250		0			0		0		5,250	
MISCELLANEOUS		3,200		0			0		0		3,200	
POSTAGE		1,125		0			0		0		1,125	
OFFICE SUPPLIES		2,075		0			0		0		2,075	
DUES & SUBSCRIPTIONS		175		0			0		0		175	
TRUSTEE FEES		19,000		0			0		0		19,000	
CONTINUING DISCLOSURE FEE		3,000		0			0		0		3,000	
AMORTIZATION SCHEDULES		500		0			0		0		500	
WEBSITE		2,000		0			0		0		2,000	
PROFESSIONAL FEE & PERMITS		1,250		0			0		0		1,250	
TREELINE PRESEVE MAINT - EXOTICS		0		0			0		0		0	
DRI TRAFFIC MONITORING		0		0			0		0		0	
ENVIROMENTAL CONSULTING - PASSARELLA		23,000		0			0		0		23,000	
PANTHER MITIGATION MAINT - EXOTICS		80,000		0			0		0		80,000	
STREET LIGHTING - UTILITY & MAINT		0		0			0		0		0	
CAPITAL OUTLAY - SMALL		0		0			0		0		0	
COUNTY APPRAISER & TAX COLLECTOR FEE		10,000		0			0		0		10,000	
FLOWWAY MAINT		10,600		0			0		0		10,600	
PARCEL C ARBORWOOD PRESERVE MAINTENANCE		7,000		0			0		0		7,000	
LAKE MAINT - (SOMERSET ONLY)		50,000		0			0		0		50,000	
LAKE BANK EROSION MAINT - (SOMERSET ONLY)		47,000		0			0		0		47,000	
PRESERVE MAINT - (SOMERSET ONLY)		37,000		0			0		0		37,000	
INSPECTOR - (SOMERSET ONLY)		27,500		0			0		0		27,500	
STORMWATER DRAINS INS & MAINT - (SOMERSET ONLY)		30,000		0			0		0		30,000	
LAKE BANK INSPECTION - (SOMERSET ONLY)		7,500		0			0		0		7,500	
LAKE BANK INSPECTION - (BRIDGETOWN ONLY)		6,500		0			0		0		6,500	
STORMWATER DRAINS INS - (BRIDGETOWN ONLY)		6,500		0			0		0		6,500	
Total Expenditures	$	521,529	$	-	$	-		$	-	$	521,529	
												
EXCESS / (SHORTFALL)	$	20,855	$ 567,308	$	-		$	2,632,565	$	3,220,729	

DEBT PAYMENTS (2014)		
0		
(544,616)			
0		
0		
(544,616)	
DEBT PAYMENTS (2018)		0		0			0		(2,527,262)		(2,527,262)	
MISCELLANEOUS DEBT EXPENSE		0		0			0		0		0	
BALANCE		$	20,855		$	22,692	$	-			$	105,303		$	148,850	

DISCOUNTS FOR EARLY PAYMENTS		
(20,855)		
(22,692)			
-		
(105,303)		
(148,850)	
NET EXCESS / (SHORTFALL)	$	-	$	-	$	-		$	-	$	-	

		FISCAL YEAR 2024/2025 ACTUAL *		FISCAL YEAR 2025/2026 ANNUAL BUDGET		FISCAL YEAR 2026/2027 ANNUAL BUDGET		

LARGE VARIANCE EXPLANATION	
									
REVENUES									

GENERAL FUND ON ROLL ASSESSMENT		
534,777		
539,884		
521,384			
GENERAL FUND DIRECT BILL ASSESSMENT		0		0		0			
DEBT ON ROLL ASSESSMENT		3,250,658		3,198,445		3,199,873			
DEBT DIRECT BILL ASSESSMENT		0		0		0			
DEBT PREPAYMENTS / MISCELLANEOUS PAYMENTS		0		0		0			
GENERAL FUND INTEREST INCOME/MISC INCOME		0		0		0			

GENERAL FUND OTHER REVENUES/CARRYOVER BALANCE		0		17,000		21,000		Carryover Funds Being Used To Reduce
Assessments	
									
Total Revenues		$  3,785,435		$	3,755,329		$	3,742,258			
EXPENDITURES									
PAYROLL TAX EXPENSE		673		880		880			
SUPERVISOR FEES		8,800		11,000		11,000			

ENGINEERING		29,285		50,000		48,000		$29,285 in 24/25; $21,571 in 25/26 through
March 26	
MANAGEMENT		40,908		42,084		43,224		Annual CPI increase in contract	

LEGAL		11,051		19,000		18,000		$11,051 in 24/25; $4,518 in 25/26 through March
26	
ASSESSMENT ROLL		5,000		5,000		5,000			
ANNUAL AUDIT		5,350		5,450		5,250		Estimated Amount For 2024/2025 Audit	
ARBITRAGE REBATE FEE		1,000		1,000		1,000			
INSURANCE		6,994		13,000		9,000		25/26 Expenditure Was $6,998	
LEGAL ADVERTISING		3,874		5,250		5,250			
MISCELLANEOUS		3,046		3,200		3,200			
POSTAGE		1,177		1,125		1,125			
OFFICE SUPPLIES		1,189		2,275		2,075			
DUES & SUBSCRIPTIONS		175		175		175			
TRUSTEE FEES		12,739		22,500		19,000			
CONTINUING DISCLOSURE FEE		3,000		3,000		3,000			
AMORTIZATION SCHEDULES		300		500		500			
WEBSITE		2,000		2,000		2,000			
PROFESSIONAL FEE & PERMITS		0		1,250		1,250			
TREELINE PRESEVE MAINT - EXOTICS		6,000		0		0		Donating To The City	
DRI TRAFFIC MONITORING		0		5,000		0		Requirement Has Been Satisfied	
ENVIROMENTAL CONSULTING - PASSARELLA		21,165		23,000		23,000			
PANTHER MITIGATION MAINT - EXOTICS		80,000		80,000		80,000			
STREET LIGHTING - UTILITY & MAINT		0		0		0			
CAPITAL OUTLAY - SMALL		0		1,000		0		Line Item Eliminated	
COUNTY APPRAISER & TAX COLLECTOR FEE		9,863		10,000		10,000			
FLOWWAY MAINT		1,200		10,600		10,600			
MISCELLANEOUS MAINTENANCE		0		0		0			
									
PARCEL C ARBORWOOD PRESERVE MAINTENANCE		7,000		7,000		7,000		Under $10,000 last 3 years	
LAKE MAINT - AQAUTIC CONTROL - (SOMERSET ONLY)		49,348		50,000		50,000			
LAKE BANK EROSION MAINT - (SOMERSET ONLY)		50,475		47,000		47,000			
PRESERVE MAINT - (SOMERSET ONLY)		35,000		37,000		37,000			
FIELD INSPECTOR - (SOMERSET ONLY)		25,456		25,500		27,500			
STORMWATER DRAINS INS & MAINT - (SOMERSET ONLY)		12,450		30,000		30,000			
LAKE BANK INSPECTION - (SOMERSET ONLY)		7,200		7,500		7,500			
									
LAKE BANK INSPECTION - (BRIDGETOWN ONLY)		6,951		6,500		6,500			
STORMWATER DRAINS INS - (BRIDGETOWN ONLY)		6,050		6,500		6,500			
									
Total Expenditures		454,719		535,289		521,529			
									
EXCESS / (SHORTFALL)		$ 3,330,716		$	3,220,040		$	3,220,729			
									
DEBT PAYMENTS (2014)		(592,961)		(543,245)		(544,616)			
DEBT PAYMENTS (2018)		(2,526,743)		(2,527,262)		(2,527,262)			
MISCELLANEOUS DEBT EXPENSE		0		-		-			
									
BALANCE		$	211,012		$	149,533		$	148,850			

DISCOUNTS FOR EARLY PAYMENTS		(140,487)		(149,533)		(148,850)		Higher assessments on roll results in higher
discount potential	
									
NET EXCESS / (SHORTFALL)		$	70,525		$	-		$	-			

BUDGET COMPARISON
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT

1
2
3
4
5
6

7

8
9

10
11

12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42

43
44

45
46

47

48

* Un-audited figures

FINAL BUDGET
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
FISCAL YEAR 2026/2027
October 1, 2026 - September 30, 2027

	FISCAL YEAR		FISCAL YEAR	
	2025/2026		2026/2027	
		ANNUAL BUDGET				ANNUAL BUDGET		
REVENUES					
ON ROLL ASSESSMENTS		539,884		521,384	
DIRECT BILL ASSESSMENTS - WCI		0		0	
INTEREST INCOME		0		0	
OTHER INCOME / CARRYOVER BALANCE		17,000		21,000	
Total Revenues		$	556,884		$	542,384	

EXPENDITURES					
PAYROLL TAX EXPENSE		880		880	
SUPERVISOR FEES		11,000		11,000	
ENGINEERING		50,000		48,000	
MANAGEMENT		42,084		43,224	
LEGAL		19,000		18,000	
ASSESSMENT ROLL		5,000		5,000	
ANNUAL AUDIT		5,450		5,250	
ARBITRAGE REBATE FEE		1,000		1,000	
INSURANCE		13,000		9,000	
LEGAL ADVERTISING		5,250		5,250	
MISCELLANEOUS		3,200		3,200	
POSTAGE		1,125		1,125	
OFFICE SUPPLIES		2,275		2,075	
DUES & SUBSCRIPTIONS		175		175	
TRUSTEE FEES		22,500		19,000	
CONTINUING DISCLOSURE FEE		3,000		3,000	
AMORTIZATION SCHEDULES		500		500	
WEBSITE		2,000		2,000	
PROFESSIONAL FEE & PERMITS		1,250		1,250	
TREELINE PRESEVE MAINT - EXOTICS		0		0	
DRI TRAFFIC MONITORING		5,000		0	
ENVIROMENTAL CONSULTING - PASSARELLA		23,000		23,000	
PANTHER MITIGATION MAINT - EXOTICS		80,000		80,000	
STREET LIGHTING - UTILITY & MAINT		0		0	
CAPITAL OUTLAY - SMALL		1,000		0	
COUNTY APPRAISER & TAX COLLECTOR FEE		10,000		10,000	
FLOWWAY MAINT		10,600		10,600	
PARCEL C ARBORWOOD PRESERVE MAINTENANCE		7,000		7,000	
LAKE MAINT - AQAUTIC CONTROL - (SOMERSET ONLY)		50,000		50,000	
LAKE BANK EROSION MAINT - (SOMERSET ONLY)		47,000		47,000	
PRESERVE MAINT - (SOMERSET ONLY)		37,000		37,000	
FIELD INSPECTOR - (SOMERSET ONLY)		25,500		27,500	
STORMWATER DRAINS INS & MAINT - (SOMERSET ONLY)		30,000		30,000	
LAKE BANK INSPECTION - (SOMERSET ONLY)		7,500		7,500	
LAKE BANK INSPECTION - (BRIDGETOWN ONLY)		6,500		6,500	
STORMWATER DRAINS INS - (BRIDGETOWN ONLY)		6,500		6,500	
Total Expenditures		$	535,289		$	521,529	
					
EXCESS / (SHORTFALL)		$	21,595		$	20,855	

DISCOUNTS FOR EARLY PAYMENTS		(21,595)		(20,855)	
NET EXCESS / (SHORTFALL)		$	-		$	-	

Approximate Fund Balance as of 9-30-2026 = 500,000.00					

FINAL BUDGET
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT 2014 DEBT SERVICE FUND
FISCAL YEAR 2026/2027
October 1, 2026 - September 30, 2027

	2014A-1			2014A-2	
FISCAL YEAR	FISCAL YEAR
2026/2027	2026/2027
ANNUAL BUDGET	 ANNUAL BUDGET 

REVENUES	 REVENUES	
Net On Roll Assessments	490,808	Net On Roll Assessments	53,808
Direct Bill Assessments	0	 Direct Bill Assessments			0

Total Revenues

$	490,808

 Total Revenues	

 $	53,808 

EXPENDITURES	 EXPENDITURES	
Principal Payments	255,000	Principal Payments	25,000
Interest Payments	235,808	 Interest Payments			28,808 Miscellaneous		0	 Miscellaneous				0

Total Expenditures

$	490,808

Total Expenditures

$	53,808

		

Excess / (Shortfall)

$	-	 Excess / (Shortfall)	

 $	- 

*Note: Excess goes to increase bond fund balance

	Series 2014 A-1 Bond Information			Series 2014 A-2 Bond Information	
Initial Par Amount =	$4,939,888	Initial Par Amount =	$1,041,652
Maturity Par Amount =	$5,430,000	Maturity Par Amount =	$1,145,000
Interest Rate =	6.90%	Interest Rate =	6.90%
Issue Date =	Dec 2014	Issue Date =	Dec 2014
Maturity Date =	May 2036	Maturity Date =	May 2036
Annual Principal Payments Due =	May 1st	Annual Principal Payments Due =	Nov 1st
Annual Interest Payments Due =	May 1st & Nov 1st	Annual Interest Payments Due =	May 1st & Nov 1st
Par Amount As Of 1/1/26 =	$3,785,000	Par Amount As Of 1/1/26 =	$420,000

	2014 B	
FISCAL YEAR 2026/2027 ANNUAL BUDGET

REVENUES		

Net On Roll Assessments		0	
Direct Bill Assessments - Lennar		0	

Total Revenues	$	-	

EXPENDITURES			

Principal Payments		0	
Interest Payments		0	
Miscellaneous		0	

Total Expenditures	$	-	

			
Excess / (Shortfall)	$	-	

Series 2014B Bond Was Paid In Full On 5/2/22			

Series 2014 B Bond Information		
Initial Par Amount =	$9,097,400	
Maturity Par Amount =	$10,000,000	
Interest Rate =	6.90%	
Issue Date =	Dec 2014	
Maturity Date =	May 2025	
Annual Principal Payments Due =	N/A	
Annual Interest Payments Due =	N/A	
Par Amount As Of 1/1/23 =	$0	

FINAL BUDGET
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT 2018 DEBT SERVICE FUND
FISCAL YEAR 2026/2027
October 1, 2026 - September 30, 2027

2018 A-1 & A-2
	FISCAL YEAR		Series 2018 A-	1 Bond Information	
	2026/2027		Original Par Amount =	$24,465,000	
	ANNUAL BUDGET		Average Interest Rate =	3.02%	
			Maturity Date =	May 2036	
REVENUES				Annual Principal Payments Due =	May 1st	
Net On Roll Assessments		2,527,262		Annual Interest Payments Due =	May 1st & November 1st	
				Par Amount As Of 1-1-26 =	$16,360,000	
Total Revenues		$	2,527,262				
Series 2018 A-2 Bond Information	
EXPENDITURES				
Principal Payments A-1	1,285,000	Original Par Amount =	$8,740,000	
Interest Payments A-1	514,018	Average Interest Rate =	4.65%	
Principal Payments A-2	420,000	Maturity Date =	May 2036	
Interest Payments A-2	250,581	Annual Principal Payments Due =	May 1st	
Miscellaneous / Prepayment		57,663	Annual Interest Payments Due =	May 1st & November 1st	
Total Expenditures	$	2,527,262	Par Amount As Of 1-1-26 =	$5,670,000	

Excess / (Shortfall)	$	-

9

Arborwood Community Development District Assessment Recap - Parcel A Marina Bay & Botanica Lakes
Fiscal Year 2026/2027 October 1, 2026 - September 30, 2027

 PARCEL A - MARINA BAY & BOTANICA LAKES	

PARCEL	PRODUCT
TYPE	TOTAL
UNITS	TOTAL GROSS
O&M	TOTAL GROSS
DEBT	TOTAL GROSS
ASSESSMENTS		ON ROLL GROSS
PER UNIT TOTAL	
Marina Bay & Botanica Lakes	Villa / Townhome	240	12,653.11	71,280.00	83,933.11		$	349.72	
Marina Bay & Botanica Lakes	40' SF	365	19,243.27	136,145.00	155,388.27		$	425.72	
Marina Bay & Botanica Lakes	40' SF - PO	2	105.44	0.00	105.44		$	52.72	
Marina Bay & Botanica Lakes	45' SF	269	14,182.03	104,910.00	119,092.03		$	442.72	
Marina Bay & Botanica Lakes	45' SF / Villa *	6	316.33	2,340.00	2,656.33		$	442.72	
Marina Bay & Botanica Lakes	45' SF - PO	1	52.72	0.00	52.72		$	52.72	
Marina Bay & Botanica Lakes	52' SF	564	29,734.80	232,932.00	262,666.80		$	465.72	
Marina Bay & Botanica Lakes	52' SF - PO	1	52.72	0.00	52.72		$	52.72	
Marina Bay & Botanica Lakes	62' SF	33	1,739.80	14,949.00	16,688.80		$	505.72	
Total		1,481	78,080.22	562,556.00	640,636.22			

MARINA BAY								

PARCEL	PRODUCT
TYPE	UNITS	O&M GROSS	DEBT GROSS	TOTAL GROSS	
 Marina Bay & Botanica Lakes		Villa / Townhome	240	12,653.11	71,280.00	83,933.11	
 Marina Bay & Botanica Lakes		40' SF	0	0.00	0.00	0.00	
 Marina Bay & Botanica Lakes		40' SF - PO	0	0.00	0.00	0.00	
 Marina Bay & Botanica Lakes		45' SF	269	14,182.03	104,910.00	119,092.03	
 Marina Bay & Botanica Lakes		45' SF / Villa *	6	316.33	2,340.00	2,656.33	
Marina Bay & Botanica Lakes	45' SF - PO	1	52.72	0.00	52.72	
Marina Bay & Botanica Lakes	52' SF	247	13,022.16	102,011.00	115,033.16	
Marina Bay & Botanica Lakes	52' SF - PO	0	0.00	0.00	0.00	
Marina Bay & Botanica Lakes	62' SF	33	1,739.80	14,949.00	16,688.80	
Total		796	41,966.14	295,490.00	337,456.14	

BOTANICA LAKES

PARCEL	PRODUCT
TYPE	UNITS	O&M GROSS	DEBT GROSS	TOTAL GROSS	
 Marina Bay & Botanica Lakes	 Villa / Townhome	0	0.00	0.00	0.00	
 Marina Bay & Botanica Lakes	 40' SF	365	19,243.27	136,145.00	155,388.27	
 Marina Bay & Botanica Lakes	 40' SF - PO	2	105.44	0.00	105.44	
 Marina Bay & Botanica Lakes	 45' SF	0	0.00	0.00	0.00	
 Marina Bay & Botanica Lakes	 45' SF - PO	0	0.00	0.00	0.00	
 Marina Bay & Botanica Lakes	 52' SF	317	16,712.65	130,921.00	147,633.65	
 Marina Bay & Botanica Lakes	 52' SF - PO	1	52.72	0.00	52.72	
Marina Bay & Botanica Lakes	62' SF	0	0.00	0.00	0.00	
Total	685	36,114.08	267,066.00	303,180.08	

PO = Paid Off. There are a few home owners that have paid their bonds offs.
* The District’s methodology allocates assessments based on the size of the lot, not the structure constructed on the lot size. As a result, even though the dwellings constructed on these six lots are Villas, the lots are 45’ lots and are allocated assessments based on the lot.

Arborwood Community Development District Assessment Recap - Parcels B & D/E Bridgetown & Somerset
Fiscal Year 2026/2027 October 1, 2026 - September 30, 2027

 PARCELS B & D/E - BRIDGETOWN & SOMERSET	

BRIDGETOWN		
	PRODUCT	UNITS	O&M GROSS	DEBT GROSS	TOTAL GROSS		GROSS	
PARCEL	TYPE				ASSESSMENT		PER UNIT TOTAL	
Bridgetown	MF - (2)	66	5,903.87	84,216.00	90,119.87		$	1,365.45	
Bridgetown	MF - (3)	36	3,220.29	36,180.00	39,400.29		$	1,094.45	
Bridgetown	SF 42' - (1)	185	16,548.74	90,280.00	106,828.74		$	577.45	
Bridgetown	SF 42' - (3)	39	3,488.65	39,195.00	42,683.65		$	1,094.45	
Bridgetown	SF 42' - (5)	1	89.45	0.00	89.45		$	89.45	
Bridgetown	SF 55' - (1)	230	20,574.11	150,420.00	170,994.11		$	743.45	
Bridgetown	SF 55' - (2)	0	0.00	0.00	0.00		$	-	
Bridgetown	SF 55' - (3)	71	6,351.14	71,284.00	77,635.14		$	1,093.45	
Bridgetown	SF 55' - (5)	2	178.91	0.00	178.91		$	89.45	
Bridgetown	SF 67' - (1)	130	11,628.84	103,480.00	115,108.84		$	885.45	
Bridgetown	SF 67' - (2)	38	3,399.20	48,488.00	51,887.20		$	1,365.45	
Bridgetown	SF 67' - (3)	90	8,050.74	90,360.00	98,410.74		$	1,093.45	
Bridgetown	SF 67' - (4)	33	2,951.94	47,784.00	50,735.94		$	1,537.45	
Bridgetown	SF 75' - (1)	0	0.00	0.00	0.00		$	-	
Bridgetown	SF 75' - (2)	34	3,041.39	49,164.00	52,205.39		$	1,535.45	
Bridgetown	SF 75' - (3)	3	268.36	3,522.00	3,790.36		$	1,263.45	
Bridgetown	SF 75' - (4)	27	2,415.22	41,364.00	43,779.22		$	1,621.45	
Total		985	88,111	855,737	943,848			

SOMERSET					
	PRODUCT	UNITS	O&M GROSS	DEBT GROSS	TOTAL GROSS		GROSS	
PARCEL	TYPE				ASSESSMENT		PER UNIT TOTAL	
Somerset	MF - (1)	43	10,622.70	21,414.00	32,036.70		$	745.04	
Somerset	MF - (2)	123	30,385.86	156,948.00	187,333.86		$	1,523.04	
Somerset	MF - (3)	27	6,670.07	27,135.00	33,805.07		$	1,252.04	
Somerset	MF - (4)	27	6,670.07	39,096.00	45,766.07		$	1,695.04	
Somerset	SF 55' - (1)	78	19,269.08	51,012.00	70,281.08		$	901.04	
Somerset	SF 55' - (2)	126	31,126.98	160,776.00	191,902.98		$	1,523.04	
Somerset	SF 55' - (3)	46	11,363.82	46,184.00	57,547.82		$	1,251.04	
Somerset	SF 67' - (1)	96	23,715.80	76,416.00	100,131.80		$	1,043.04	
Somerset	SF 67' - (2)	101	24,950.99	128,876.00	153,826.99		$	1,523.04	
Somerset	SF 67' - (3)	52	12,846.06	52,208.00	65,054.06		$	1,251.04	
Somerset	SF 67' - (4)	30	7,411.19	43,440.00	50,851.19		$	1,695.04	
Somerset	SF 67' - (5)	4	988.16	0.00	988.16		$	247.04	
Somerset	SF 75' - (1)	57	14,081.25	50,673.00	64,754.25		$	1,136.04	
Somerset	SF 75' - (2)	77	19,022.04	111,342.00	130,364.04		$	1,693.04	
Somerset	SF 75' - (3)	27	6,670.07	31,698.00	38,368.07		$	1,421.04	
Somerset	SF 75' - (4)	39	9,634.54	59,748.00	69,382.54		$	1,779.04	
Somerset	SF 75' - (5)	1	247.04	0.00	247.04		$	247.04	
Total		954	235,676	1,056,966	1,292,642			

(1) Full 2005A-2 Assessments and Paid Off 2006A-3 Assessments					
(2) Full 2005A-2 Assessments and Full 2006A-3 Assessments					
(3) Full 2005A-2 Assessments and Partial Buydown 2006A-3 Assessments					
(4) Full 2005A-2 Assessments, Full 2006A-3 Assessments and Full 2006A-2 Assessments					
(5) All Bonds Paid Off - Still Pay O&M					

Arborwood Community Development District Assessment Recap - Lennar Parcel
Fiscal Year 2026/2027 October 1, 2026 - September 30, 2027

 LENNAR PARCEL	

PARCEL	PRODUCT
TYPE	TOTAL
UNITS	ON ROLL
UNITS	DIRECT BILL
UNITS	
Lennar	6 - plex	120	120	0	
Lennar	4 - plex	164	164	0	
Lennar	46' SF	62	62	0	
Lennar	52' SF	218	218	0	
Lennar	52' SF - (1)	1	1	0	
Lennar	67' SF	129	129	0	
Total		694	694	0	

WCI ON ROLL

PARCEL	PRODUCT
TYPE	ON ROLL
UNITS	O&M GROSS
ON ROLL	SERIES 2014 GROSS ON ROLL
A-1 & A-2 (Combined)	
Lennar	6 - plex	120	7,993.26	79,717.57	
Lennar	4 - plex	164	10,924.12	108,947.34	
Lennar	46' SF	62	4,129.85	51,190.69	
Lennar	52' SF	218	14,521.08	190,338.26	
Lennar	52' SF - (1)	1	66.61	0.00	
Lennar	67' SF	129	8,592.75	137,114.46	
Total		694	46,228	567,308	

	
$
$
$
$
$
$

730.92
730.92
892.27
939.72
66.61
1,129.51

ON ROLL GROSS PER UNIT TOTAL

WCI HOMES DIRECT BILL

PARCEL	PRODUCT
TYPE	DIRECT BILL
UNITS	O&M NET
DIRECT BILL	SERIES 2014 NET DIRECT BILL
A-1 & A-2 (Combined)	
Lennar	6 - plex	0	0.00	0.00	
Lennar	4 - plex	0	0.00	0.00	
Lennar	46' SF	0	0.00	0.00	
Lennar	52' SF	0	0.00	0.00	
Lennar	52' SF - (1)	0	0.00	0.00	
Lennar	67' SF	0	0.00	0.00	
Total		0	0	0	

- Bonds paid off, still pay O&M

Arborwood Community Development District Assessment Recap - Other Parcels
Fiscal Year 2026/2027 October 1, 2026 - September 30, 2027

 OTHER PARCELS	

PARCEL	PRODUCT
TYPE	TOTAL
UNITS / ACRES	ON ROLL
UNITS	DIRECT BILL
UNITS	

Somerset	
Golf Course	
116	
116	
0	
Treeline Apts	Neighborhood Retail	21	21	0	
Treeline Apts	Retail/ Commercial	11	11	0	
Fire Station	RE Office	2	0	2	
Total		151	148	2	
OTHER ON ROLL

PARCEL	PRODUCT
TYPE	ON ROLL
UNITS	O&M GROSS
ON ROLL	2018 GROSS
ON ROLL	TOTAL GROSS
ON ROLL	

Somerset	
Golf Course	
116	
67,433.02	
123,556.00	
190,989.02	
Treeline Apts	Neighborhood Retail	21	3,663.89	21,850.00	25,513.89	
Treeline Apts	Retail/ Commercial	11	2,193.02	11,900.00	14,093.02	
Fire Station	RE Office	0	0.00	0.00	0.00	
Total		148	73,290	157,306	230,596	

	
$
$
$
$

190,989.02
25,513.89
14,093.02
-

ON ROLL GROSS TOTAL

*	removed in 24 - debt pre paid and land sold to fire station

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT ANNUAL ASSESSMENT METHODOLOGY - GENERAL FUND O&M FISCAL YEAR 2026/2027
OCTOBER 1, 2026 - SEPTEMBER 30, 2027

$  281,529.00

Total Shared O&M Expenditures

Allocation of Expenditures and Assessment Per Unit

Tract	

Parcel	Allocation Per Parcel based on Gross Acreage	Assessment Per Unit	
		
B	
C	
D = B-C	
E	
F = A*D	
G = E/96%	
H	I = F/H	
J = I/96%	
		
Gross Acreage	Preserve and Lake
Acerage	
Net Acerage	
% of Total Acreage	Allocation of
Expenditures	Total Expenditures
Grossed up (on Roll)	
Projected Units  Net Assmt per Unit	Gross Assmt per
Unit (If On Roll)	
1	Marina Bay & Botanica Lakes	560.38	207.90	352.48	26.62%	$	74,957	$	78,080	1,481 $	50.61	$	52.72	
2	Bridgetown	669.06	332.43	336.63	25.43%	$	71,586	$	74,569	985 $	72.68	$	75.70	
2	Somerset	817.73	481.41	336.32	25.40%	$	71,520	$	74,501	954 $	74.97	$	78.09	
2	Lennar	259.16	83.39	175.77	13.28%	$	37,379	$	38,936	694 $	53.86	$	56.10	
Total Residential Land Uses	2,306.33	1,105.13	1,201.20	90.73%	$	255,442	$	266,086	4,114		
2	Golf Course (part of Tract 2 )	116.23	20.00	96.23	7.27%	$	20,464	21,316.56		
3	Neighborhood Retail-Treeline Apts	21.06	4.52	16.54	1.25%	$	3,517	3,663.89		
4	Retail/ Commercial - Treeline Apts	11.19	1.29	9.90	0.75%	$	2,105	2,193.02		
5	RE Off-H-2/ Fire Station	-	-	-	0.00%	$	-	-	remove in 24 - debt pre paid and land sold to fire station	
Total Non-Residential Land Uses	148.48	25.81	122.67	9.27%	$	26,087	$	27,173		
Grand Total (Gross)	2,454.81	1,130.94	1,323.87	100.00%	$	281,529	$	293,259		

$  199,000.00

Total -Somerset Only- O&M Expenditures

Tract	
Parcel	
Gross Acreage	Preserve and Lake
Acerage	
Net Acerage	
% of Total Acreage	Allocation of
Expenditures	Total Expenditures
Grossed up (on Roll)	
Projected Units	
Net Assmt per Unit	Gross Assmt per
Unit (If On Roll)	
2	Somerset	817.73	481.41	336.32	77.75%	$	154,728	$	161,175	954	$	162.19	$	168.95	
2	Golf Course (part of Tract 2)	116.23	20.00	96.23	22.25%	$	44,272	$	46,116		
Totals	
933.96	
501.41	
432.55	
100.00%	
$	199,000	
$	207,292		

$	7,000.00

Total -Parcel C Only O&M Expenditures

Tract		
Parcel	
Gross Acreage	Preserve and Lake
Acerage	
Net Acerage	
% of Total Acreage	Allocation of
Expenditures	Total Expenditures
Grossed up (on Roll)	
Projected Units	
Net Assmt per Unit	Gross Assmt per
Unit (If On Roll)	
2	Lennar	259.16	83.39	175.77	100.00%	$	7,000	$	7,292	694	$	10.09	$	10.51	

$	13,000.00

Total -Bridgetown Only O&M Expenditures

Tract		
Parcel	
Gross Acreage	Preserve and Lake
Acerage	
Net Acerage	
% of Total Acreage	Allocation of
Expenditures	Total Expenditures
Grossed up (on Roll)	
Projected Units	
Net Assmt per Unit	Gross Assmt per
Unit (If On Roll)	
2	Bridgetown	669.06	332.43	336.63	100.00%	$	13,000	$	13,542	985	$	13.20	$	13.75	

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT ANNUAL ASSESSMENT METHODOLOGY - 2014 BOND DEBT SERVICE FISCAL YEAR 2026/2027
OCTOBER 1, 2026 - SEPTEMBER 30, 2027

Net 2014 A1 & A2 Principal & Interest
Payment Due:	
Net Total MADs	
% Difference	
$	544,616.00	$	597,254.69	91.187%	

*

Parcel - Product Type	

Planned Units	

Platted Units ON
Roll	
Per Unit ERU Multiplied by
Net Due Grossed up = Assmt/Plttd.
Unit	

Assessments
Platted	

OFF Roll	
LENNAR - 6 - Plex	120	120	$	664.31	$	79,717.57	$	-	
LENNAR - 4 - Plex	164	164	$	664.31	$  108,947.34	$	-	
LENNAR - 46' Single Family	62	62	$	825.66	$	51,190.69	$	-	
LENNAR - 52' Single Family	218	218	$	873.11	$  190,338.26	$	-	
LENNAR - 52' Single Family - (1)	1	1	$	-	$	-	$	-	
LENNAR - 67' Single Family	129	129	$	1,062.90	$  137,114.46	$	-	
						
Grand Total	694	694		$  567,308.33	$	-	

Per Unit ERUs
from Methodology	

Category Total using ERUs and Lot Count from Methodology	

Category % of ERUs Total = % of
Bond
Assessment	
0.70	84.00	14.0520%	
0.70	114.80	19.2044%	
0.87	53.94	9.0234%	
0.92	200.56	33.5508%	
0.00	0.00	0.0000%	
1.12	144.48	24.1694%	
			
	597.78	100.0000%	

 Net Total MADs adjusted for Bond Prpayments 
Note: ERU's and Planned Units come directly from the Series 2014 Bond Methodology.

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT ANNUAL ASSESSMENT METHODOLOGY - 2018 BOND DEBT SERVICE FISCAL YEAR 2026/2027
OCTOBER 1, 2026 - SEPTEMBER 30, 2027

Gross MADs when all platted	
$2,632,565	

GRAND TOTAL	2,632,565	0	2,632,565

Parcel - Product Type	

Planned Units	

Platted Units
ON Roll	

Gross Annual
M.A.D	
Total Assessments
Platted	

OFF Roll Net	
						
Marina Bay & Botanica Lakes - Villa / Townhome	240	240	297	71,280	0	
Marina Bay & Botanica Lakes - Single Family 40'	365	365	373	136,145	0	
Marina Bay & Botanica Lakes - Single Family 40' - PO	2	2	0	0	0	
Marina Bay & Botanica Lakes - Single Family 45'	269	269	390	104,910	0	
Marina Bay & Botanica Lakes - Single Family 45' / Villa *	6	6	390	2,340	0	
Marina Bay & Botanica Lakes - Single Family 45' -PO	1	1	0	0	0	
Marina Bay & Botanica Lakes - Single Family 52'	564	564	413	232,932	0	
Marina Bay & Botanica Lakes - Single Family 52' - PO	1	1	0	0	0	
Marina Bay & Botanica Lakes - Single Family 62'	33	33	453	14,949	0	

Subtotal Marina Bay & Botanica Lakes Parcels	
1,481	
1,481		
562,556	
0	
						
Bridgetown - Multi Family and Twin Villas - (2)	66	66	1,276	84,216	0	
Bridgetown - Multi Family and Twin Villas - (3)	36	36	1,005	36,180	0	
Bridgetown - Single Family 42' - (1)	185	185	488	90,280	0	
Bridgetown - Single Family 42' - (3)	39	39	1,005	39,195	0	
Bridgetown - Single Family 42' - (5)	1	1	0	0	0	
Bridgetown - Single Family 55' - (1)	230	230	654	150,420	0	
Bridgetown - Single Family 55' - (2)	0	0	1,276	0	0	
Bridgetown - Single Family 55' - (3)	71	71	1,004	71,284	0	
Bridgetown - Single Family 55' - (5)	2	2	0	0	0	
Bridgetown - Single Family 67' - (1)	130	130	796	103,480	0	
Bridgetown - Single Family 67' - (2)	38	38	1,276	48,488	0	
Bridgetown - Single Family 67' - (3)	90	90	1,004	90,360	0	
Bridgetown - Single Family 67' - (4)	33	33	1,448	47,784	0	
Bridgetown - Single Family 75' - (1)	0	0	889	0	0	
Bridgetown - Single Family 75' - (2)	34	34	1,446	49,164	0	
Bridgetown - Single Family 75' - (3)	3	3	1,174	3,522	0	
Bridgetown - Single Family 75' - (4)	27	27	1,532	41,364	0	

Subtotal Bridgetown Parcels	
985	
985		
855,737	
0	
						
Somerset - Multi Family and Twin Villas - (1)	43	43	498	21,414	0	
Somerset - Multi Family and Twin Villas - (2)	123	123	1,276	156,948	0	
Somerset - Multi Family and Twin Villas - (3)	27	27	1,005	27,135	0	
Somerset - Multi Family and Twin Villas - (4)	27	27	1,448	39,096	0	
Somerset - Single Family 55' - (1)	78	78	654	51,012	0	
Somerset - Single Family 55' - (2)	126	126	1,276	160,776	0	
Somerset - Single Family 55' - (3)	46	46	1,004	46,184	0	
Somerset - Single Family 67' - (1)	96	96	796	76,416	0	
Somerset - Single Family 67' - (2)	101	101	1,276	128,876	0	
Somerset - Single Family 67' - (3)	52	52	1,004	52,208	0	
Somerset - Single Family 67' - (4)	30	30	1,448	43,440	0	
Somerset - Single Family 67' - (5)	4	4	0	0	0	
Somerset - Single Family 75' - (1)	57	57	889	50,673	0	
Somerset - Single Family 75' - (2)	77	77	1,446	111,342	0	
Somerset - Single Family 75' - (3)	27	27	1,174	31,698	0	
Somerset - Single Family 75' - (4)	39	39	1,532	59,748	0	
Somerset - Single Family 75' - (5)	1	1	0	0	0	

Subtotal Somerset Parcels	
954	
954		
1,056,966	
0	

Total Residential Units Parcels	
3,420	
3,420		
2,475,259	
0	

Category Total MADs from Methodology	
	
71,280	
136,145	
0	
104,910	
2,340	
0	
232,932	
0	
14,949	

84,216	
36,180	
90,280	
39,195	
0	
150,420	
0	
71,284	
0	
103,480	
48,488	
90,360	
47,784	
0	
49,164	
3,522	
41,364	

21,414	
156,948	
27,135	
39,096	
51,012	
160,776	
46,184	
76,416	
128,876	
52,208	
43,440	
0	
50,673	
111,342	
31,698	
59,748	
0	
	
123,556	
21,850	
11,900	
0	

Other Land Uses					
GOLF COURSE	1	1	123,556	123,556	
Treeline Apartments (Neighborhood Retail)	1	1	21,850	21,850	
Treeline Apartments (Retail / Commercial)	1	1	11,900	11,900	
Fire Station (No Longer Assessed)	1	1	0	0	
Other Land UseTotal				157,306	

Full 2005A-2 Assessments and Paid Off 2006A-3 Assessments
Full 2005A-2 Assessments and Full 2006A-3 Assessments
Full 2005A-2 Assessments and Partial Buydown 2006A-3 Assessments
Full 2005A-2 Assessments, Full 2006A-3 Assessments and Full 2006A-2 Assessments
All Bonds Paid Off - Still Pay O&M

* The District’s methodology allocates assessments based on the size of the lot, not the structure constructed on the lot size. As a result, even though the dwellings constructed on these six lots are Villas, the lots are 45’ lots and are allocated assessments based on the lot.

Arborwood Community Development District On Roll Assessment Comparsion
Fiscal Year 2026/2027 October 1, 2026 - September 30, 2027

	Gross	Gross	
	Product	Fiscal Year 2025/2026	Fiscal Year 2026/2027	
Parcel	Type	On Roll Assessment Per Unit	On Roll Assessment Per Unit	

GL Homes				
Marina Bay & Botanica Lakes  Villa / Townhome	$353.42	$349.72	
Marina Bay & Botanica Lakes  40' SF	$429.42	$425.72	
Marina Bay & Botanica Lakes  40' SF - PO	$56.42	$52.72	
Marina Bay & Botanica Lakes  45' SF	$446.42	$442.72	
Marina Bay & Botanica Lakes  45' SF / Villa *	$446.42	$442.72	
Marina Bay & Botanica Lakes  45' SF - PO	$56.42	$52.72	
Marina Bay & Botanica Lakes  52' SF	$469.42	$465.72	
Marina Bay & Botanica Lakes  52' SF - PO	$56.42	$52.72	
arina Bay & Botanica Lake62' SF	$509.42	$505.72	
* The District’s methodology allocates assessments based on the size of the lot, not the structure constructed on the lot
size. As a result, even though the dwellings constructed on these six lots are Villas, the lots are 45’ lots and are
allocated assessments based on the lot.	
Pulte					
	Bridgetown	MF - (2)	$1,370.77	$1,365.45	
	Bridgetown	MF - (3)	$1,099.77	$1,094.45	
	Bridgetown	SF 42' - (1)	$582.77	$577.45	
	Bridgetown	SF 42' - (3)	$1,099.77	$1,094.45	
	Bridgetown	SF 42' - (5)	$94.77	$89.45	
	Bridgetown	SF 55' - (1)	$748.77	$743.45	
	Bridgetown	SF 55' - (2)	$0.00	$0.00	
	Bridgetown	SF 55' - (3)	$1,098.77	$1,093.45	
	Bridgetown	SF 55' - (5)	$94.77	$89.45	
	Bridgetown	SF 67' - (1)	$890.77	$885.45	
	Bridgetown	SF 67' - (2)	$1,370.77	$1,365.45	
	Bridgetown	SF 67' - (3)	$1,098.77	$1,093.45	
	Bridgetown	SF 67' - (4)	$1,542.77	$1,537.45	
	Bridgetown	SF 75' - (1)	$0.00	$0.00	
	Bridgetown	SF 75' - (2)	$1,540.77	$1,535.45	
	Bridgetown	SF 75' - (3)	$1,268.77	$1,263.45	
	Bridgetown	SF 75' - (4)	$1,626.77	$1,621.45	
	Somerset	MF - (1)	$748.82	$745.04	
	Somerset	MF - (2)	$1,526.82	$1,523.04	
	Somerset	MF - (3)	$1,255.82	$1,252.04	
	Somerset	MF - (4)	$1,698.82	$1,695.04	
	Somerset	SF 55' - (1)	$904.82	$901.04	
	Somerset	SF 55' - (2)	$1,526.82	$1,523.04	
	Somerset	SF 55' - (3)	$1,254.82	$1,251.04	
	Somerset	SF 67' - (1)	$1,046.82	$1,043.04	
	Somerset	SF 67' - (2)	$1,526.82	$1,523.04	
	Somerset	SF 67' - (3)	$1,254.82	$1,251.04	
	Somerset	SF 67' - (4)	$1,698.82	$1,695.04	
	Somerset	SF 67' - (5)	$250.82	$247.04	
	Somerset	SF 75' - (1)	$1,139.82	$1,136.04	
	Somerset	SF 75' - (2)	$1,696.82	$1,693.04	
	Somerset	SF 75' - (3)	$1,424.82	$1,421.04	
	Somerset	SF 75' - (4)	$1,782.82	$1,779.04	
	Somerset	SF 75' - (5)	$250.82	$247.04	

Lennar

Full 2005A-2 Assessments and Paid Off 2006A-3 Assessments
Full 2005A-2 Assessments and Full 2006A-3 Assessments
Full 2005A-2 Assessments and Partial Buydown 2006A-3 Assessments
Full 2005A-2 Assessments, Full 2006A-3 Assessments and Full 2006A-2 Assessments
All Bonds Paid Off - Still Pay O&M

Lennar Lennar Lennar
Lennar
Lennar

6 - Plex
4 - Plex
46' SF
52' SF
67' SF

$733.19
$733.19
$894.13
$941.46
$1,130.78

$730.92
$730.92
$892.27
$939.72
$1,129.51

Others
Somerset	Golf Course	$192,021.71	$190,989.02	
Treeline Apartments	Neighborhood Retail	$25,771.05	$25,513.89	
Treeline Apartments	Retail/ Commercial	$14,246.94	$14,093.02	
Fire Station	RE Office	$0.00	$0.00	

The Adopted Budget shall be posted by the District Manager on the District’s official website in accordance with Section 189.016, Florida Statutes and shall remain on the website for at least two (2) years.

SECTION 2.	APPROPRIATIONS

There is hereby appropriated out of the revenues of the District, for FY 2026/2027, the sum(s) set forth in Exhibit A to be raised by the levy of assessments and/or otherwise, which sum is deemed by the Board to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated as set forth in Exhibit A.

SECTION 3.	BUDGET AMENDMENTS
Pursuant to Section 189.016, Florida Statutes, the District at any time within FY 2026/2027 or within 60 days following the end of the FY 2026/2027 may amend its Adopted Budget for that fiscal year as follows:

A line-item appropriation for expenditures within a fund may be decreased or increased by motion of the Board recorded in the minutes, and approving the expenditure, if the total appropriations of the fund do not increase.

The District Manager or Treasurer may approve an expenditure that would increase or decrease a line-item appropriation for expenditures within a fund if the total appropriations of the fund do not increase and if either (i) the aggregate change in the original appropriation item does not exceed the greater of $15,000 or 15% of the original appropriation, or (ii) such expenditure is authorized by separate disbursement or spending resolution.
Any other budget amendments shall be adopted by resolution and consistent with Florida law. The District Manager or Treasurer must ensure that any amendments to the budget under this paragraph c. are posted on the District’s website in accordance with Section 189.016, Florida Statutes, and remain on the website for at least two (2) years.

SECTION 4.	EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 3rd DAY OF AUGUST, 2026.
ATTEST:	ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chair/Vice Chair, Board of Supervisors
Exhibit A:	FY 2026/2027 Budget

RESOLUTION 2026-04
[FY 2026/2027 ASSESSMENT RESOLUTION]

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT PROVIDING FOR FUNDING FOR THE FY 2026/2027 ADOPTED BUDGET(S); PROVIDING FOR THE COLLECTION AND ENFORCEMENT OF SPECIAL ASSESSMENTS, INCLUDING BUT NOT LIMITED TO PENALTIES AND INTEREST THEREON; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENTS TO THE ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Arborwood Community Development District (“District”) is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, for the purpose of providing, operating and maintaining infrastructure improvements, facilities and services to the lands within the District, located in Lee County, Florida (“County”); and
WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District’s adopted capital improvement plan and Chapter 190, Florida Statutes; and

WHEREAS, for the fiscal year beginning October 1, 2026, and ending September 30, 2027 (“FY 2026/2027”), the Board of Supervisors (“Board”) of the District has determined to undertake various operations and maintenance and other activities described in the District’s budget (“Adopted Budget”), attached hereto as Exhibit A; and

WHEREAS, pursuant to Chapter 190, Florida Statutes, the District may fund the Adopted Budget through the levy and imposition of special assessments on benefitted lands within the District and, regardless of the imposition method utilized by the District, under Florida law the District may collect such assessments by direct bill, tax roll, or in accordance with other collection measures provided by law; and

WHEREAS, in order to fund the District’s Adopted Budget, the District’s Board now desires to adopt this Resolution setting forth the means by which the District intends to fund its Adopted Budget.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT:
FUNDING. The District’s Board hereby authorizes the funding mechanisms for the Adopted Budget as provided further herein and as indicated in the Adopted Budget attached hereto as Exhibit A and the assessment roll attached hereto as Exhibit B (“Assessment Roll”).

OPERATIONS AND MAINTENANCE ASSESSMENTS.
Benefit Findings. The provision of the services, facilities, and operations as described in Exhibit A confers a special and peculiar benefit to the lands within the District, which benefit exceeds or equals the cost of the assessments. The allocation of the assessments to the specially benefitted lands is shown in Exhibit A and Exhibit B and is hereby found to be fair and reasonable.

O&M Assessment Imposition. Pursuant to Chapter 190, Florida Statutes, a special assessment for operations and maintenance (“O&M Assessment(s)”) is hereby levied and imposed on benefitted lands within the District and in accordance with Exhibit A and Exhibit B. The lien of the O&M Assessments imposed and levied by this Resolution shall be effective upon passage of this Resolution.
DEBT SERVICE SPECIAL ASSESSMENTS. The District’s Board hereby certifies for collection the FY 2026/2027 installment of the District’s previously levied debt service special assessments (“Debt Assessments,” and together with the O&M Assessments, the “Assessments”) in accordance with this Resolution and as further set forth in Exhibit A and Exhibit B, and hereby directs District staff to affect the collection of the same.

COLLECTION AND ENFORCEMENT; PENALTIES; INTEREST.  Pursuant to Chapter 190,
Florida Statutes, the District is authorized to collect and enforce the Assessments as set forth below.
Tax Roll Assessments. To the extent indicated in Exhibit A and Exhibit B, those certain O&M Assessments (if any) and/or Debt Assessments (if any) imposed on the “Tax Roll Property” identified in Exhibit B shall be collected by the County Tax Collector at the same time and in the same manner as County property taxes in accordance with Chapter 197, Florida Statutes (“Uniform Method”). That portion of the Assessment Roll which includes the Tax Roll Property is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County property taxes. The District’s Board finds and determines that such collection method is an efficient method of collection for the Tax Roll Property.

Future Collection Methods. The District’s decision to collect Assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.

ASSESSMENT ROLL; AMENDMENTS. The Assessment Roll, attached hereto as Exhibit B, is hereby certified for collection. The Assessment Roll shall be collected pursuant to the collection methods provided above. The proceeds therefrom shall be paid to the District. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll.
APPROVAL OF PRIOR ACTIONS. The actions of the Chairman, Vice Chairman, Secretary, Treasurer, Assistant Secretaries, and all District Staff in finalizing the Assessments and Assessment Roll as provided herein are hereby ratified, approved, and confirmed in all respects.

SEVERABILITY; EFFECTIVE DATE. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof. This Resolution shall take effect immediately upon adoption.

PASSED AND ADOPTED THIS 3rd DAY OF AUGUST, 2026.
ATTEST:	ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary

By:	 Its:	

Exhibit A:	Adopted Budget
Exhibit B:	Assessment Roll

RESOLUTION NO. 2026-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT, ESTABLISHING A REGULAR MEETING SCHEDULE FOR FISCAL YEAR 2026/2027 AND SETTING THE TIME AND LOCATION OF SAID DISTRICT MEETINGS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, it is necessary for the Arborwood Community Development District ("District") to establish a regular meeting schedule for fiscal year 2026/2027; and

WHEREAS, the Board of Supervisors of the District has set a regular meeting schedule, location and time for District meetings for fiscal year 2026/2027 which is attached hereto and made a part hereof as Exhibit “A”.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT, LEE COUNTY, FLORIDA, AS FOLLOWS:

Section 1.   The above recitals are hereby adopted.

Section 2.  The regular meeting schedule, time and location for meetings for fiscal year 2026/2027 which is attached hereto as Exhibit “A” is hereby adopted and authorized to be published.
PASSED, ADOPTED and EFFECTIVE this 3rd day of August, 2026.

ATTEST:	ARBORWOOD
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2026/2027 REGULAR MEETING SCHEDULE
Regular Meetings of the Board of Supervisors of the Arborwood Community Development District will be held at 10:00 a.m. in the Amenity Center Community Room of Somerset at the Plantation located at 10401 Dartington Drive, Fort Myers, Florida 33913 on the following dates:

October 21, 2026
November 18, 2026
December 16, 2026
January 20, 2027
February 17, 2027
March 17, 2027
April 21, 2027
May 19, 2027
June 16, 2027
July 21, 2027
August 18, 2027
September 15, 2027
The meetings are open to the public and will be conducted in accordance with the provisions of Florida law for community development districts. The meetings may be continued in progress without additional notice to a time, date, and location stated on the record. Copies of the agenda for these meetings may be obtained from the District’s website or from the District Manager, Special District Services, located at 2501A Burns Road, Palm Beach Gardens, Florida 33410. 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 these meetings is asked to advise the District Office at least forty-eight (48) hours before the meeting by contacting the District Manager at 941-223-2475 and/or toll free at 1-877-737-4922. 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 a particular 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.

Michelle Krizen District Manager
Arborwood Community Development District www.arborwoodcdd.org
PUBLISH: FORT MYERS NEWS-PRESS 10/10/25

Somerset at The Plantation IArchitectural Review Board
APPLICATION  FOR EXTERIOR  MODIFICATION

-

Wft	�-	/i);/;,9,n	l	/	A-T /!.,le I Fl-	JohtJso J	
Stn:d  AJdrcss:	/d:? 6.;;)	i.ty,.V,<;'j	aJ,;,

0 l.

D 2.
D 3.
0	4.

Complete all Owner sections of this application. Initial every page and sign the Owner's Affidavit
Attach all required supporting documentation. See pages 4 & 5 for requirements.
Submit a security deposit, if required. See page 3 for requirements.

0	5. When e-mailing applications or supporting documents, the following subject line must read as follows:
"ARB Application - Street address" (Ex: ARB Application 12453 Smith Ln).
ltL(6. Hand deliver, e-mail, or mail ALL 8 PAGES of this completed application with all supporting documentation to Management Offices located at The Amenity Center.
Mailing address:	Somerset at The Plantation Architectural Review Board I 040 J Dartiugton Drive
Fort Myers, FL 33913

The e-mail address is:

Garrett.Ruthig@fsresidenetial.com

HOMEOWNER CHECKLIST

1. Have all supporting documents have been received?

YES	NO

2. Have all security deposits from homeowner & contractor been received?YES

NO

NA

3. I certify this application is complete:

YES

NO	By:'------------

If this application is not complete, please return the application to the Owner for correction.

Date Application given to ARB:	

Proposed for ARB Meeting Date:	

Management Use Only
Date Application Received :	,By:	J_U_N_8_20_2_6	_

Page 1 of 8	lfom r �,1tL1	I itia�:...@.J. ,., 	_

-
APPLICATIO:\ FOR EXTERIOR !\IODIFJCATlff\ I ARCHITECTl1R.\L REYIEW BO.\Rf

-	OwnerName:	b{��L/ 4,n-1	" /4,

:1 J Y

Address.:fu	..-�

Street Address:	/ Sl_�-:�.L:

.,r.t:c;.pf. /tl,rfl 	

E-mail

FHZT

Contact Phone: .d. 16;	d-/	�-

Alternate Mailing Address'-: 	 _

Work Start Date:---------	Completion Date:		 _ Vendor/Contracto'r: 		
Contractor Contact Name & Phone:	

SCOPE OF WORK
Please tell us the proposed exterior work you are requesting to have completed on your property. Please be specific. Please note: ONLY ONE REQUEST PER APPLICATION.

Page 2 of 8		�nili I· �- 

APPLICATIO;\' FOR EXTERIOR l\JODIFICATIO'.'\ I ARCHITECTLJR\L RE\'JEW BOAR[

OWNER'S AFFIDAVIT EXTERIOR MODIFICATION IMPROVEMENT

I have read, understand, and agree to abide by the Declaration of Covenants, Restrictions and Easements for the Association, Somerset at The Plantation. In return for approval, I agree to be responsible for the following:

Allowing reasonable access to my Lot by the Property Management Company, the Architectural Review Board Members or their designees to conduct site visits as part of the Architectural Review Board Process, and for any on-going exterior modification observations.
All losses or damage caused to others, including neighboring properties and common areas as a result of this exterior modification improvement, whether caused by Owners, Guests, hired Contractors, Vendors, Painters, or Others.
To comply with a11 applicable govemmenta I laws, statutes, ordinances, codes, rules and regulations.
To correct any encroachment(s) caused by this improvement.
To comply with the conditions of approval required by the Association for architectural improvements.
To complete the exterior modification improvement in accordance with the approved scope of work. If the exterior improvement is not completed as approved, said approval will be revoked and the Owner shall remove the modification at the Owner's expense.
Ensuring that all areas damaged/affected by the modification improvement are to be restored to their original condition. The owner will be notified of any damage or deficiencies in writing and will be required to correct any damage. Failing that, the Owner is responsible for all costs necessary for the Association to properly restore the affected area(s).
The Owner acknowledges it is forbidden to use any Association Property such as, but not limited to,
Community bathrooms, streets, drainage gutters, storm drains, or ponds within the Community for disposing of landscaping or construction debris or cleaning any construction materials.
L	Hired vendors and contractors shall not block sidewalks, mailboxes, intersections, or impede traffic flow
with any equipment or vehicles.
Any vendor, contractor,or owner equipment and trash must be stored away from street view when active work is not being conducted.
To complete the exterior modification improvement within 6 months of the approval of this application. Failure to complete the modification improvement within 6 months will require a new application submission.

I acknowledge that the Architectural Review Board's review and approval or disapprova 1of submitted exterior modification improvement applications shall be based solely on considerations of the overall benefit or detriment to the Community as a whole. I also understand that the Architectura I Review Board does not review or assume responsibility for the performance, workmanship, quality of work, or schedule of any contractor or vendor. Lastly, I understand the Architectura I Review Board has up to forty-five (45) days to act on completed applications that have been submitted for approval.
I agree to abide by the decision of the Architectura I Review Board or Association. If the exterior modification improvement is not completed as approved, within the specifications submitted in this application, and I refuse to correct the deficiency, I will be subject to fines and may be subject to legal action by the Association. In such event, I shall be responsible for the Associations' reasonable attorneys' fees.

l'nnr Nam,;: of Owner:	oh iJ s;. 11.,

 	

o.re,,5

0\\--11,;:r Signature

�	
D:He Sig11eo

Page 7 of 8	Homeowner Initials:-,,,�jo...,;;;.,.._	_

-  -  -	-	--	- -	-- -	- -	-	-  -	----	-
APPLICATIO:\ FOR EXTERIOR l\IODIFIC\.TIO:\" I ARCHITECTllR.\L REYIE\Y BO.\RI

FOR ARCHITECTURAL REVIEW BOARD USE ONLY

Site Visit Required:	YES	NO

Date ofVisit		By:	 _

3D. o the proposed exterior modifications complnnent the architectural style of the home?

Do the proposed exterior modifications meet Architectural Review Board Guidelines,
Use Restrictions, and Community Standards?

Comments:·

YES	NO

YES	NO

ARCHITECTURAL REVIEW BOARD MEETING
Meeting Date:	 _

This Application is:

[  ] APPROVED AS IS

[  ] DENIED

[  ] APPROVED WITH THE FOLLOWING CONTINGENCIES:

I certify these results to be accurate,

ARB Chair Signature

Date

Approval Letter Sent On:

STAFF USE ONLY
	By·'-. 	 Denia I

Letter Sent On:

	 By:,	 Contin gent

Letter Sent On:

	 By:	 _

,.,

Page 8 of 8

lfup1 u"ucr .lmfia, ,..6.,.._·¥-----

Page 37

'

LIii(".._

\  �e'\

CURVE TABLE

CURVE	DELlA

RADIUS	ARC	CHORD l,\�GENT , CHORD BEARING

C1	:14"14°08" I 75000'  317.24'  314.88'  161.03'
Ll	6'24'33" 1750.00' I  110.08'  109.98'	55.14'  I

N31'12'25"W
--I
N23'17'37"W

o	s-45•3s" I sas.oo· I se.9a'	ss.96'	29_52•
I C4	5·53•32" I ns.oo·�	74.52'	37_31·

\
,:0	\	1/" �

C'--"--'�"�-v �-	'1/ \�
�('1b	�-
01"'�	�
?'l

,...
I
SCALE: I "=20'

LEGAL DESCRIPHlN

LOT 122. SOMERSET AT THE PlANTATICN P�.RCEL

FOUR-8. AS R".CORDED IN OFFICIAL RECORDS

INSTRUMENT #2014000226<32 OF THE PUBLIC RECORDS Of LE£ C�UNTY. FLORIDA.
SUBJECT TO ALL E<ISEMENTS, RESTRICTIONS AND

RESERVATIONS N RECORD.

SURVEYOR'S NOTES
lHIS DRAWING IS NOT VALID WITHOUT THE SIGNATURE

et ,i'

:.�7,.L  \
-r0

O'  5·  IO'

,a·	•o·

AND THE ORIGINAL RA SED SE,,l or A FLORIDA LICENSED SURVEYOR ANO M,\PPER.

\..�\

UNDERGROUND ENCROACHM[Nl5 SHOWN HEREON.

IMPROVEMENTS HAVE  NOT  BEEN

AND/OR LOCATED OR

\\

-

\ \
\

CERTIFIED TO:
WILLIAM JOHNSON

THIS DRAWl'JG 00[5 NOT PURPORT 10 DELINEATE TH[ REGULATORY �JRISOICllON OF ANY FEDERAL, SlATE OR LOCAL AGEN:Y. •

\  \. ,�""	//	_....

LOT 122

-1

,-;:x.,,.·_,,..,,\	��;����'
'{\ �	f![S')!lfCT r m�?
\/	1\ '\'..	/	¾ /

,.:'.. \S,
� /,..,
... i$..	\
\

PAlRICIA STEWART -JOHNSON
THE HUNTINGTON NAliONAL BANK PGP TITLE OF FLORIDA. IIJC.
PREMIER LAND TIil[ INSURANCE COMPANY

ELEVATIONS ARE IN FEEl RELATIVE 10 THE NATIONAL GEODETIC VERllCAL DATU� or 1929 (NGVD 29).
SUBJECl PARC"L APPEARS TO FALL WITHIN FLOOD ZONE X ACCORD 'IG TO FLOOD •NSURANCE RATE MAP 125106-0434-F. DATED AUGUST 28. 200B. lHERE IS NO BASE FLOOD ELEV/,!ION PRr'ITEO FOR THIS ZONE

\

1'.<>	.	\  �o

_,.t.,--

BEARINGS SHOWN HEREON ARE BASED ON THE

\	\ \	"�t,.	\4	/•:.''	,,,,,,._...._....	•	,,,"',,,,,
.,	�-	'	_.....,,.	_....-"	\

, _.. ·1"(\

\

NORTHWESTERLY LINE OF LOT 122, ACCORDING TO INSlRUMENl 1/20; 4000226432. OF lHE PUBLIC RECORDS OF LEE COUNlY, FLORIDA, BEING N.56'08'08"E.

'i, ·  \-:, �

\ \	o	/	/	fwr<)I/B"REBAR\

WU!Y<UITTRJ

<:''f \'¢,i"..  \

0-	<;.

,/ ,/ ,/	,/ / ,/	l!ll"1') _,

DIMENSIONS ARE IN FEEl AND DECIMALS THEREOF.

7	v·	.,,,	,,,

"' '"'·	••	/	/

LOT Ai?EA 9.348 SQUARE F[CT.

. 'I' ...,9=·;"	\ \

\c,J	/ 'ii·
\	----/
-------- 2'0"-·�	/

_....
/ et ,i:i
\..()\

\	SURVEYOR'S CE�TIFICATION

-

WE HEREBY C£R1IFY ro IHE 6EST OF OUR KNOWLEDGE M,D
BELIEF lHAT THIS DRAWING IS A TRIit ANO CORRECT

� ...,i

/ \  �j\  1¼.
/
/

.,,,,..,.,,✓
.,..

illLJ!Q

REPRESENTATION OF TFE BCUNDARY SURVEY OF THE RE,L PROPERTY DESCRIBED H[R[ON VIE FURIHER CERTIFY THM l1-ilS SURVEY WAS FREPt,,EO IN >CCOROANC( V.1TH TH(

¢-C..�s�,;;,'-
,i,>-·
\,·

.-!'t{)/WJ..SI.JN(Y	!f!!,/1':i
f1111<.l NDIES f(j! ORM)!H Plf? CiJY t{)l,l�E"'t 6/1/15

/
),./_....
/  \
\
\

",,".

----✓

- FOUND 5/8" 0:..>JAHER IRON ROD

+ -

&c CAP STAMPED "S,ANTEC l.8786C PK NAJL AND DISC "LB 6897 PCP"
�  - CENTERLINE
P.U.E.- PUBLIC UTILITY EASEMENT
D.E. - DRAINAGE EASEMENT
L.M.E. - LAKE MAJNT(NANCE EASEMENT
L.E. - LANDSCAPE EASE,•(NT A.[. - ACCESS EASEMENT R/<11 - R:GHT-Of -WAY
1.U.E. - TECHNOLOGY Ullllir EASEMENT

@ - WATER �HER
o - SANITARY CLEANOUT
© - IRRIGATION VAL'/[
[CJ - CABLE lELEVISION RISER
!D - S10R"I INLET

----

�l	<1ql.

,10·	�,,11

-co� ----

.APPLICABLE PROVISIONS OF CHAPTER SJ-17.052, FLORIDA ADWINlSTR�ilVE COJ[.

M•RK ]f. HAINES
PROF£$!lOMI. SU'MYOR t, MAP?FR NO. LS5312 STATE OF FlORIOA
L,\ST DATE OF FIELD SUR',H: SEPTrM8ER 17, 2015

� R(V NO.

REVISION	DATE.

OR"-W'I BY

r.t..iP. rm.

Seo 18, 201s - 13:11:!�

CPB:ROWNIV:\21:56\oclive\21551225--t\:iu,�ii)'\drnwtng\:'.lC·-i-Somerset  Porcl?I  ◄A\215,f:in-54-004122.d·,ig

CLIENT:	PULTE HOMES
243 I 1 WALDEN CENTER JRIVE, SUITE 300 BONITA SPRINGS. f'L 34134

Stantec

()

3600Colon� B'vd., Suiie1m, Fo1�yers. FL 33966

TITLE:	BOUNDARY SURVEY
LOT 122, SOMERSET AT THE PLAliTATIO'i PARCEL FOUR-B OFFICIAL RECORDS INSTRUMENT #2014000226432

ACTMTY

:NITIALS

E•,•P. ·�o.

).s.E

Pho,ca 239-939-1020 , F9.< 733-919-34�2
CQ.t:fir;;la ciJ Ault.oril.81io11127013 • ·1.·«N.Stantec.com

LEE COUNTY, FLORIDA

11 DRAWN BY:	I	GPB	I	I 5/04/15
CHECKED BY:	MDH	5/15	I DA'Ec

UC6r,s9d8Jsir'!�!i N\lr.ib,r 7869
i'HORIZONTAL SCALE. lvER'/ICAL SCALE:-  J SEC: ,wi:, RC(· I FIE.LC· 9001<:

t1tLD BDOl< PACE:

TASK:

PROJ[c:1 NO

S-i:.:ET /I.UMBER:

DRAWl"IG NUMBER

Page 38

COMPUTED BY:	GPB	5/04/15

9/17/15

1"=20'	N/A	I.'\ 45 2�

200.4

215612254

or	8-215612254-122

6/5/26, 4:43 PM	Mail - Garrett Ruthig - Outlook

6/5/26, 3:11 PM	Mai-l

Garrett R�	T,"	llaMova.I

Outlook

ARB Standard Application Form Submission received

From garrett.ruthig@fsresidential.com <garrett.ruthig@fsresidential.com>
Date Fri 6/5/2026 2:38 PM
To	Garrett Ruthig <garrett.ruthig@fsresidential.com>

A Submission Has been received for the Form Titled 'ARB Standard Application'

ARB Standard Application
This is the standard application and approval process for Exterior Modification Requests
One project per submission
Applications, with all the required supporting documents, must be submitted fourteen
(14) days prior to the monthly ARB meeting that occurs on the second Tuesday of each
month. All completed applications will be placed on the agenda

Resident Name Property Address Email:
Phone Number
Alternate Mailing Address

Stephen Yontz
12853 Epping Way, sIyontz@comca st.net
2397784488
slyontz@gmail.com

6/5/26, 3:11 PM	Mail - Garrett Ruthig - Outlook

Scope of Work
Please tell us the exterior work you are requesting to have completed on your property.
Please be specific.

Removal of one (1) backyard Oak tree. Tree is located at SE corner of property. Root system is encroaching on swimming pool.
**We are not planting any new plants in its place. Stump will be ground down and area sodded.

Project Start Date Estimated Completion Date

July/August 2026
August 2026

The Property Owner is solely responsible to research the legitimacy of the contractor or vendor of choice. lt is highly recommended that the Property Owner (for its own protection} verifies the business license and certificate of insurance of a contractor. Other research may include checking the Better Business Bureau and work performance history.

Contractor/Vendor Information
and Contact Info	BrightView

Security Deposit

SECURITY DEPOSIT REQUIREMENTS

Make all checks payable to Somerset at The Plantation
Hand Deliver or Mail to the HOA office Somerset at The Plantation Architectural Review Board
10401 Dartington Drive Fort Myers, FL 33913
Improvement	Homeowner	Contractor	Total Deposit
Deposit	Deposit
New Pool	$2,500	$2,500	$5,000
Existing Pool Renovation and/or $1 500	$1,500	$3,000 adding a Hot Tub/Spa	'

Lanai Extension	$500	$500	$1,000	
Resurfacing Lanai Floor	$500	$500	$1,000	
Any Other Alteration of an
Existing Lanai/Pool Cage	$500	$500	$1,000	
Propane Tank and Generator	$500	$500	$1,000	
New Roof	$1,000	$1,000	$2,000	

6/5/26, 3:11 PM	Mail - Garrett Ruthig - Outlook

OWNER'S AFFIDAVIT EXTERIOR MODIFICATION IMPROVEMENT

I have read, understand, and agree to abide by the Declaration of Covenants, Restrictions and Easements for the Association, Somerset at The Plantation. In return for approval, I agree to be responsible for the following:
Allowing reasonable access to my Lot by the Property Management Company, the Architectural Review Board Members or their designees to conduct site visits as part of the Architectural Review Board Process, and for any on-going exterior modification observations.
All loses or damage caused to others, including neighboring properties and common areas, as a result of this exterior modification improvement, whether cause by Owners, Guests, hired Contractors, Vendors, Painters, or Others.
To comply with all applicable governmental laws, statutes, ordinances, codes, rules and regulations.
To correct any encroachment(s) caused by this improvement.
To comply with the conditions of approval required by the Association for architectural improvements.
To complete the exterior modification improvement in accordance with the approved scope of work. If the exterior improvement is not completed as approved, said approval will be revoked and the Owner shall remove the modification at the Owner's expense.
Ensuring that all areas damaged/affected by the modification improvement are to be restored to their original condition. Owner will be notified of any damage or deficiencies in writing and will be required to correct any damages. Failing that, the Owner is responsible for all costs necessary for the Association to properly restore the affected area{s).
The Owner acknowledges it is forbidden to use any Association Property such as, but not limited to, Community bathrooms, streets, drainage gutters, storm drains, or ponds within the Community for disposing of landscaping or construction debris, or cleaning any construction materials.
Hired vendors and contractors shall not block sidewalks, mailboxes, intersections, or impede traffic flow with any equipment or vehicles.
Any vendor, contractor, or owner equipment and trash must be stored away from street view when active work is not being conducted.
To complete the exterior modification improvement within 6 months of the approval of this application. Failure to complete the modification improvement within 6 months will require a new application submission.
By typing my signature below I hereby certify that I acknowledge the Architectural Review Board's review and approval or disapproval of submitted exterior modification improvement applications shall be based solely on considerations of the overall benefit or detriment to the Community as a whole. I also understand that the Architectural Review Board does not review or assume responsibility for the performance, workmanship, quality of work, or schedule of any contractor or vendor. Lastly, I understand the Architectural Review Board has up to forty-five {45) days to act on completed applications that have been submitted for approval.
I agree to abide by the decision of the Architectural Review Board or Association. If the exterior modification improvement is not completed as approved, within the specifications submitted in this application, and I refuse to correct the deficiency, I will be subject to fines

6/5/26, 3:11 PM	Mail - Garrett Ruthig - Outlook
and may be subject to legal action by the Association. In such event, I shall be responsible for the Associations' reasonable attorneys' fees.

Signature	Stephen Yontz	Date	6/5/2026

HIDDEN SECTION

MANAGEMENT USE ONLY

Date
Application	By
Received
Have all supporting documents have been received?
Have all security deposits from homeowner & contractor been received?
I certify this
application is	By
complete

If this application is not complete, please return the application to the Owner for correction.

Date Application given to ARB Proposed for ARB Meeting Date

FOR ARCHITECTURAL REVIEW BOARD USE ONLY

Site Visit Required
Date of Visit	By
Do the proposed exterior modifications compliment the architectural style of the home?
Do the proposed exterior modifications meet Architectural Review Board Guidelines, Use Restrictions, and Community Standards?
Additional Comments

6/5/26, 3:11 PM	Mail - Garrett Ruthig - Outlook

ARCHITECTURAL REVIEW BOARD MEETING

Meeting Date This Application is
Approved with the following contingencies:
I certify these results to be accurate,
ARB Chair Signature by
Approval Letter Sent On
Contingent Letter Sent On

Date

Denial Letter Sent On

APPLICATIO� FOR EXTERIOR l\JODIFICATIO:\ I ARCIIITECITK\L RE\'IEW BO.\RD

FOR ARCHITECTURAL REVIEW BOARD USE ONLY

Site Visit Required:	YES	NO

Date of Visit:	 By:.	 _

Do the proposed exterior modifications compliment the architectural style of the home?

Do the proposed exterior modifications meet Architectural Review Board Guidelines,
Use Restrictions, and Community Standards?

YES	NO

YES	NO

Comments.:	 _

ARCHITECTURAL REVIEW BOARD MEETING
Meeting Date:.	 _

This Application is:

[ ] APPROVED AS IS

[  ] DENIED

[ ] APPROVED WITH THE FOLLOWING CONTINGENCIES:

I certify these results to be accurate,

ARB Chair Signature

Date

Approval Letter Sent On:

STAFF USE ONLY
		By:	 Denial

Letter Sent On:

	 By:	 Contingent

Letter Sent On:		  By:_--------

Page 8 of 8	Homeowner Initials:------

Page 45

Page 46

\	�\ O:J't>
'	\ 1<(f.ERtt-1C( 0£P.R\NG)

�t•

\
\
\
\
'	'�-'t;\f"

\
\
\t�;
'-5;,��
·""';II�
I

1
'\)!v

-	i

-	,.,

\	-;. .,  '!;'.

� -··

\
LOT 97

{,f.
\

\
\
\/.

-:,:
/

f.'\	\

(")

:i�i

-0  ... \

��	:-;.\
j-,,1""
';ll	:,,;a,-,
omos- ..-

\

·p:,i \
..

�o.
.'..XI
3

p:-0. '\
..-1 -0	\
'c.'c
f'li;"\  \
IL	.\\
\
\
\

111i;. �"�,, ,:�i,:on OtOO: �IJillOUlit 'lf\il!�lJ. llTd�J

i  -:,t

\,.c§.��
�

·i.��,	\

\
\

Page 47

\	\

ADO FINAL C£lUIFICATIONS
ADO flt!AL SURV(Y

11/14/1'7
8/23/17

CPEI CPB

�  - CENTERLINE
P.U.E. - PUBLIC UllUT'I' EAS€MENT
O.E. - DRAINAGE EASEMENT
L.M.E. - LAKE MAINTENANCE EASEMENT
L.E. - LANDSCAPE EASEMENT
A.E. - ACCESS EASO.IENT
R/W � RIGHT-OF'-WAY
T,U.E. - rECHNOLOGY UTILITY EASEMENT

-¢) - ELECTRIC LIGHT POLE
It] - CABLE TELEVISION RISER
fill - ELECTRIC HANO HOLE @ - WATER METER
o - SANITARY• CLEANOUT
- FOUND 5/Bff DIAMETER IRON ROD

+ -

& CAP STAMPED ·srANTEC L87866"
PK NAIL ANO DISC "LB 6897 PCP"

CERTIFIE.D TO:
ST£PBEN t,. YONT; LINDA l. YONTZ MARKETPLACE HOt. PGP TITLE Of FLO PR£MIER LAND TIT

K:	REVISION

Dt<Tr.

OR,WIN Fl'f	l•.,.1r. :i,:t')	�:,-,_., 11. ;,rJ1:3 -	)•,1i<)r1
- -

:NT;		PULTE HOMES		()	Stantec
J800 ColOllial Blvd., Suiie 100, Fort Myers, FL 33956
Phaoe 239-939-1020 • Far. 239-939·3'112
i:r:rtifica!a ol Au\!IOlizalioo1mDl 3 • WIM slilntec com
Ll<:anse<I Business Numbar 7666		TITLE:	
		24.311 WALDEN CENTER DRIVE, SUITE JOO
BONITA SPRINGS,• FL 34134					C	
:	,-.Jtllrt!_.:	I	c�1r. rit:..	�ll �E							
; !! :	GPB		'01/10/17							
..,	JPM		01/17		Olli£;	r0�1,:;r,'.:�;�·''	:;�1;•	:w!'· 11,:,_ Ir,:•:: :qr;,
rh:i�-�;�-•	In..:·.'::-_;,.,..	,::!_	71,�	
.,	l ♦"	GPB		, 01/10/17	!,	8/14/17		I	13 45 25		200	

6/5/26, 3:12 PM	Mail - Garrett Ruthig - Outlook

6/5/26, 3:12 PM	Mail - Garrett Ruthig - Outlook

August - 07/24/2026

Lake Water Quality	June water samples reported all parameters are in range	
Lake Doctor Monthly Summary	Lakes were treated for invasive aquatic weeds Preventative algae treatment applied to lake 35 Commented on the water levels continue to rise Commented the lakes are very healthy	
Lake Bank Conditions	Quotes from Copeland Southern Enterprises have been approved and selected areas will be repaired where water levels allow, other areas will require the water to subside.
One area on Bradbury commenced 07/27/26	
Preserves	Woods and Wetlands has performed their 2026 Inspection	
Resident Requests	Received approval to have branches trimmed back/Quotes pending. 11902 Bourke-Preserve encroaching
11890 Bourke -Preserve encroaching 10636 Highgrove -Preserve encroaching
Quotes pending
11505 Tiverton-Live Not approved unless arborist certifies is dead or diseased.
10628 Highgrove-Dead Pine tree concern	
Pool Install Lake Side Since 01/2026	10887 Rutherford-in progress
11801 Clifton-in progress	
Other Updates	Storm Drain cleaning. Bridgetown has obtained 5 bids, the Board had additional questions for the vendors which delayed approval to the August 13th Board Meeting	

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

	Oct 25 - June 26		25/26 Budget		$ Over Budget		% of Budget	
Revenue								
O & M Assessments	537,212.76		539,884.00		-2,671.24		99.51%	
Debt Assessments (2018)	2,619,520.20		2,633,569.00		-14,048.80		99.47%	
Debt Assessments (2014A-1)	510,877.45		513,421.00		-2,543.55		99.51%	
Debt Assessments (2014A-2)	52,189.05		52,459.00		-269.95		99.49%	
Debt Assess-Pd To Trustee-2018	-2,512,803.90		-2,528,226.00		15,422.10		99.39%	
Debt Asses-Pd To Trustee-2014A1	-490,065.10		-492,885.00		2,819.90		99.43%	
Debt Asses-Pd To Trustee-2014A2	-50,063.15		-50,360.00		296.85		99.41%	
Assessment Fees	-11,715.00		-10,000.00		-1,715.00		117.15%	
Assessment Discounts	-139,825.62		-149,573.00		9,747.38		93.48%	
Carryover Balance	0.00		17,000.00		-17,000.00		0.0%	
Total Income	515,326.69		525,289.00		-9,962.31		98.1%	
Expense								
Payroll Tax Expense	566.10		880.00		-313.90		64.33%	
Supervisor Fees	7,400.00		11,000.00		-3,600.00		67.27%	
Engineering	24,770.33		50,000.00		-25,229.67		49.54%	
Management Fees	31,563.00		42,084.00		-10,521.00		75.0%	
Website Management	1,499.94		2,000.00		-500.06		75.0%	
Legal Fees	6,030.61		19,000.00		-12,969.39		31.74%	
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	1,000.00		1,000.00		0.00		100.0%	
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	2,035.86		5,250.00		-3,214.14		38.78%	
Miscellaneous	2,792.39		3,200.00		-407.61		87.26%	
Postage and Delivery	254.24		1,125.00		-870.76		22.6%	
Office Supplies	1,382.25		2,275.00		-892.75		60.76%	
Dues, License & Subscriptions	175.00		175.00		0.00		100.0%	

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

	Oct 25 - June 26		25/26 Budget		$ Over Budget		% of Budget	
Trustee Fees	12,738.75		22,500.00		-9,761.25		56.62%	
Continuing Disclosure Fee	3,000.00		3,000.00		0.00		100.0%	
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	16,227.50		23,000.00		-6,772.50		70.55%	
Panther Mitigation Mnt-Exotics	80,000.00		80,000.00		0.00		100.0%	
Field Inspector - Somerset Only	18,856.00		25,500.00		-6,644.00		73.95%	
Lake Maintenance-Somerset Only	37,370.34		50,000.00		-12,629.66		74.74%	
Preserve Maint - Somerset Only	44,000.00		37,000.00		7,000.00		118.92%	
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	44,332.50		30,000.00		14,332.50		147.78%	
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	365,012.81		525,289.00		-160,276.19		69.49%	
Net Revenue		150,313.88			0.00			150,313.88			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 - 6/30/26	$	6,280.00	
Somerset Activity: 10/1/25 - 6/30/26	$	52,441.16	
		
Bridgetown Balance As Of 6/30/26	$	18,920.62	
Somerset Balance As Of 6/30/26	$	79,716.84	

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

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

Bank Balance As Of 6/30/26	$	781,049.54	
Accounts Payable As Of 6/30/26	$	97,912.30	
Other Assets As Of 6/30/26	$	-	
Total Fund Balance As Of 6/30/26	$	683,137.24	

Series 2014A-1 Bond Balance As Of 6/30/26	$	3,545,000.00	
Series 2014A-2 Bond Balance As Of 6/30/26	$	400,000.00	
Series 2018A-1 Bond Balance As Of 6/30/26	$	15,110,000.00	
Series 2018A-2 Bond Balance As Of 6/30/26	$	5,270,000.00	
Total Bond Balance As Of 6/30/26	$	24,325,000.00