East 547
Community Development District
Meeting Agenda December 9, 2021

-.	· -		- 

December 2, 2021

East 547
Community Development District
219 E. Livingston St., Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

Board of Supervisors East 547
Community Development District

Dear Board Members:

The regular meeting of the Board of Supervisors of the East 547 Community Development District will be held Thursday, December 9, 2021 at 11:00 AM at the Offices of Highland Homes, 3020 S. Florida Ave., Suite 101, Lakeland, FL 33803.

Zoom Video Link: https://us06web.zoom.us/j/87690983668

Call-In Number: 1-646-876-9923
Meeting ID: 876 9098 3668

Following is the advance agenda for the meeting:

Audit Committee Meeting

Roll Call
Public Comment Period
Review of Proposals and Tally of Audit Committee Members Rankings
CRI
Grau & Associates
McDirmit Davis
Adjournment

Board of Supervisors Meeting

Roll Call
Public Comment Period (1Speakers will fill out a card and submit it to the District Manager prior to the beginning of the meeting)
Approval of Minutes of the October 14, 2021 Board of Supervisors Meeting
Review and Ranking of Proposals Received for Engineering Services

1 Comments will be limited to three (3) minutes

Consideration of 2022 Data Sharing and Usage Agreement with Polk County Property Appraiser—ADDED
Consideration of Contract Agreement with Polk County Property Appraiser—
ADDED
Staff Reports
Attorney
Engineer
District Manager’s Report
Check Register
Balance Sheet & Income Statement
Ratification of Summary of Series 2021 (AA1) Requisitions #19 to #29
Other Business
Supervisors Requests and Audience Comments
Adjournment

Audit Committee Meeting

SECTION III

SECTION A

Professional Services Proposal for
East 547 Community Development District

October 29, 2021

Proposer
Carr, Riggs & Ingram CPAs and Advisors 500 Grand Boulevard, Suite 210 Miramar Beach, FL 32550
Phone: 850.837.3141
Fax: 850.654.4619

Submitted by
K. Alan Jowers Engagement Partner AJowers@CRIcpa.com

Dear East 547 Community Development District:

Carr, Riggs & Ingram, LLC (CRI) appreciates the opportunity to propose on auditing services to East 547 Community Development District. We are genuinely excited about the prospect of serving you and establishing a long-term relationship. We pride ourselves on getting to know our clients and illuminating solutions by providing innovative ideas to move them from compliance to providing them a competitive advantage.

Investment in You. We believe in developing long-term, mutually beneficial relationships and quickly demonstrating value with a fee structure and service solutions that provide immediate and continued savings. Our investment starts on “Day 1” as your assigned team begins with our proven, streamlined process that minimizes your time and disruption during the service provider change and continues throughout the relationship.

Dedicated Team. CRI’s team consists of more than 1,900 professionals, which allows us to tailor your service team by aligning their industry, service, and specialty skills with your needs. Our dedicated teams deliver the highest level of business acumen and knowledge to your organization; our commitment to consistent staffing allows you to maximize savings and remain focused on your needs.

Equilibrium. CRI delivers big firm expertise with small firm service. Of approximately 45,000 public accounting firms in the United States, CRI currently ranks in the top 25. Additionally, as a part of PrimeGlobal, an association of independent accounting firms, we have access to international resources as – and when – needed. Leveraging these resources while maintaining local decision-making authority means that simplified solutions are only a phone call away. And we believe that’s the best of both worlds for our clients.

Active Partner Participation. Collectively, our partners deliver expertise derived from more than 7,500 years of business experience. With this level of talent, we thoughtfully choose a partner that aligns with your business’ needs and industry. Our hands-on, working partners “show up” to convey our genuine commitment to your success. They strive to earn trusted advisor roles by digging in, proactively learning your business, and producing long-term value for you.

Simplified Solutions. While our 500+ cumulative partner certifications is an impressive statistic, success is measured by translating complex concepts into client solutions. While accounting is the language of business, we’re here to decipher the jargon and help you make educated decisions. CRInnovate embraces agility and invention.

Our CRI vSTAR™ process provides a transformational approach to client service by encompassing every service we offer in a completely virtual format. Regardless of physical location, our processes are designed to provide clients with increased efficiencies, reduced travel costs, and crisis-proofing for business functions.

We welcome the opportunity to demonstrate to you the same teamwork, expertise, innovation, and responsiveness that have made us one of the fastest growing public accounting firms in the United States. Again, we appreciate your consideration.

Sincerely,

K. Alan Jowers Engagement Partner
Carr, Riggs & Ingram, LLC

TABLE OF CONTENTS

23

APPENDIX

APPENDIX A - RFP DOCUMENTS

22

CRI AUDIT APPROACH

20

WORKING TOGETHER: DETAILS

CRI AUDIT FRAMEWORK

19

JOIN OUR CONVERSATION

18

CRI'S GLOBAL RESOURCES

17

TRANSITIONING YOU

16

WORKING  TOGETHER: OVERVIEW

SHARING CRI'S VALUES WITH YOU

15

DELIVERING QUALITY TO YOU

9

YOUR SOLUTION TEAM

8

RELEVANT EXPERIENCE

7

GOVERNMENT CREDENTIALS

6

YOUR CHOICE: CRI

FIRM PROFILE

5

YOUR SERVICES & FEES

YOUR SERVICES & FEES

4

YOUR NEEDS

UNDERSTANDING & MEETING YOUR NEEDS

UNDERSTANDING & MEETING YOUR NEEDS

From the RFP or during our recent visit with your team, we understood your team to express the following needs, requests, and/or issues. We’ve detailed our proposed solutions below and are happy to discuss other related projects as they arise and upon request.

NEEDS & ISSUES	SOLUTIONS & SERVICES

Technical	The District is required to have independent audits performed on its financial statements.

Relational	The District’s Board of Supervisors
and management expect open and
continuous communication with their CPA firm in order to avoid surprise findings at the end of the audit.

Perform external audit services in accordance with auditing standards generally accepted in the United States of America (GAAS), in order to express an opinion on the East 547 Community Development District’s financial statements.
Communicate contemporaneously and directly with
management regarding the results of our procedures.

Anticipate and respond to concerns of
management and/or the Audit Committee (if/when formed).

YOUR SERVICES AND FEES

We value creating mutually rewarding, long-term relationships with our clients. Our goal is to provide high quality, responsive service that yields returns far greater than your investment in our professional fees. Please find below our proposal of fees to provide the requested services for the upcoming fiscal years.

SERVICE	CRI FEES 2021	CRI FEES 2022	CRI FEES 2023	CRI FEES 2024	CRI FEES 2025	
Perform external audit services in accordance with auditing standards generally accepted in the United States of America (GAAS)	$11,000	$11,300	$11,750	$12,000	$12,300	

If East 547 Community Development Districtrequests additional services outside of this proposal, professional fee hourly rates are as follows, but may be negotiated depending on the project request:

CLASSIFICATION	HOURLY RATE	
Partner	$325	
Manager	$225	
Senior	$150	
Staff	$110	
IT Specialist	$400	
Fraud Specialist	$400	

Our professional fees are based on the key assumptions that East 547 Community Development District will:
Ensure that the predecessor’s work papers will be made available for timely review.
Make available documents and work papers for review at East 547 Community Development District's headquarters location, although we may choose to review at alternate locations.
Prepare certain schedules and analyses and provide supporting documents as requested.
Assist us in obtaining an understanding of the accounting systems of East 547 Community Development District.
Not experience a significant change in business operations or financial reporting standards.

CRI FIRM PROFILE	■■

FOUNDED IN 1997

ti

1900+
PROFESSIONALS

10 STATES

•

300+
PARTNERS

25+ MARKETS

SERVICES
Accounting & Auditing Advisory
Business Support & Transactions Business Tax
Employee Benefit Plans
Governance, Risk & Assurance Individual Tax & Planning

•

TOP 25 CPA FIRM
(as ranked by Accounting Today)

IT Audits & Assurance

INDUSTRY EXPERTISE
Captive Insurance
Construction Financial Institutions

100,000+

CLIENTS

11 111
20+ YEARS
OF CONSISTENT GROWTH SINCE FORMATION

Governments Healthcare
Institutional Real Estate Insurance
Manufacturing & Distribution Nonprofits

CRI FAMILY OF COMPANIES
Au Auditwerx
.i.\1	CRI Advanced Analytics
IA CRI Capital Advisors

CRI FIRM VALUES:

="=·

CRI Solutions Group

CLIENT SERVICE. RESPECT. INTEGRITY.

UNYIELDING INTEGRITY

&,	CRI TPA Services
;/t; Level Four Advisory Services
/1.:,_   Paywerx
A» Preferred Legacy Trust

GOVERNMENT CREDENTIALS	■■

CRl'S GOVERNMENTAL EXPERTISE

Audit and Consu ltin g Serv ices tor

$26 BiIIion

500+governmental entities with annual revenues
totaling

230+ single audits performed annually

1 5 0 +

Consulting and other agreed upon procedures engagements for
government entities

Single Audit Resource Center's Award for Excellence in Knowledge, Val ue, and Overall Client Satisfaction

Member of AICPA's Government Audit Quality Center

Governmental

-

I	I	Partner Designations
Including : CPA , CGFM, C ITP, CFE , CMA, CISA, CGE IT, CTGA, CFF , CGMA, and CGAP

CLIENTS WITH ANNUAL REVENUES UP TO:

()	80+ School Districts
$1.1 Billion
e 11O+ Municipalities
$1.8 Billion
c+) 75+ Agencies/Authorities
$3 Billion

RELEVANT EXPERIENCE

CRI delivers a depth of resources that ensures our understanding of your challenges and innovative solutions for overcoming them. Our team’s combined experience is derived from providing audit,  tax,  consulting,  and  accounting  outsourcing  services. We parlay this vast experience and derived best practices into proven solutions that benefit you. Below we share specific, relevant client references; we encourage you to consult with them.

RELATIONSHIP	TIMELINE	SERVICE DESCRIPTION	RELEVANT POINTS TO CONSIDER	
Rizzetta & Company Shawn Wildermuth 3434 Colwell Avenue
Suite 200
Tampa, FL 33614
813.933.5571	2006 – Present	Annual Financial Statement Audits of Multiple CDDs	Client service experience
	Responsiveness to client needs
Long-term relationship
CDD management co.	
GMS, LLC
Dave DeNagy
14785 Old St. Augustine Road Suite 4
Jacksonville, FL 32258
904.288.9130	2006 – Present	Annual Financial Statement Audits of Multiple CDDs	Client service experience
Responsiveness to client needs
Long-term relationship
CDD management co.	
Wrathell, Hunt & Associates, LLC
Jeffrey Pinder 2300 Glades Road Suite 410W
Boca Raton, FL 33431 561.571.0010	2006 – Present	Annual Financial Statement Audits of Multiple CDDs	Client service experience
Responsiveness to client needs
Long-term relationship
CDD management co.	
PFM Group Consulting, LLC Jennifer Glasgow
12051 Corporate Blvd.
Orlando, FL 32817
407.382.3256	2007 – Present	Annual Financial Statement Audits of Multiple CDDs	Client service experience
Responsiveness to client needs
Long-term relationship
CDD management co.	

K. Alan Jowers
Consulting Partner
AJowers@CRIcpa.com 850.337.3213 | Direct

Representative Clients
Santa Rosa County District School Board
Okaloosa Gas District
Santa Rosa Island Authority
Pasco County
Okaloosa County District School Board
Pinellas County School District
Celebration Community Development District
Hammock Bay Community Development District
Amelia National Community Development District

Experience
Alan has over 25 years of experience in public accounting primarily with financial statement assurance engagements. His practice includes local governmental entities, condominium and homeowner associations, non-profit organizations, and nonpublic companies. He currently has direct engagement responsibility for a significant number of audits throughout the state of Florida.

Alan is licensed to practice as a certified public accountant in Florida and Georgia. He is a member of the Board of Directors of the Florida Institute of Certified Public Accountants (FICPA), has been an active member of the FICPA's State and Local Governmental Committee, and is a past chair of its Common Interest Realty Association Committee. He is also active in the Panhandle Chapter of the Florida Governmental Finance Officers Association (FGFOA) and is a former member of the FGFOA's statewide Technical Resource Committee.

Education, Licenses & Certifications
Masters of Accountancy, University of Alabama
BS, Accounting, Florida State University
Certified Public Accountant

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA) - member of the Board of Governors
Governmental Finance Officers Association (GFOA)
Florida Governmental Finance Officers Association (FGFOA)

Jonathan Hartness
Consulting Partner
JHartness@CRIcpa.com 850.337.3569 | Direct

Representative Clients
Community Development Districts
Condominium and Homeowner Associations

Experience
Jonathan has over 12 years of auditing and accounting experience with CRI. He is responsible for audits, reviews and compilations of local governmental entities, condominium and homeowner associations, and non-public companies.

Jonathan is licensed to practice as a Certified Public Accountant in Florida. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. He exceeds all continuing professional education requirements related to Government Auditing Standards.

Jonathan currently supervises engagements for many governmental entities in the State of Florida including community development districts. He is active in our firm’s governmental industry line as well as our condominium and homeowner association practice. Jonathan is an integral part of our community development district practice.

Education, Licenses & Certifications
MAcc, Accounting, University of West Florida
Certified Public Accountant
Community Association Manager (CAM), Licensed in Florida

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)

Grace Hartness
Senior Manager
GHartness@CRIcpa.com 850.337.3243 | Direct

Representative Clients
Community Development Districts
Condominium and Homeowner Associations
Utility Services
School Districts
County and Local Governments
Non-Profit Organizations

Experience
Grace has over 12 years accounting and audit experience with CRI. She has worked on several major construction companies, government entities, community development districts, condominium and homeowner associations and non-profit organizations. In addition, she has been involved in special audit projects for the Miami-Dade Airport Authority. Grace is licensed to practice as a certified public accountant in Florida and exceeds all continuing professional education requirements related to Government Auditing Standards. In addition, Grace fluently speaks several languages including French and Arabic. Grace currently supervises engagements for many special districts in the State of Florida including community development districts and school districts. She is active in our firm’s condominium and homeowner association practice. Grace started with CRI in August 2006, upon completion of her master’s degree, and was promoted to manager in 2011.

Education, Licenses & Certifications
MAcc, Accounting, University of West Florida
Certified Public Accountant
Community Association Manager (CAM), Licensed in Florida

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Accounting & Financial Women’s Alliance (AFWA)

Chad Branson
Senior Manager
CBranson@CRIcpa.com 850.337.3226 | Direct

Representative Service Areas
Local Governments including Water and Sewer Organizations and Fire Districts
School Districts including Foundations
Nonprofit Organizations

Representative Clients (including previous clients)
School Districts - Pinellas County, Okaloosa County, Pasco County, Santa Rosa County
Florida Office of Early Learning Coalition
Florida Department of Elder Affairs
Fire Districts -Destin, Ocean City, North Bay
Utilities - Regional Utilities,Midway Water Systems, Inc.,Emerald Coast Utilities Authority
Escambia County

Experience
Chad Branson has over 17 years of experience in public accounting, with practice concentrations in auditing governmental, nonprofit and for profit entities. Chad has accumulated experience throughout his career in Federal and Florida Single Audit Acts compliance monitoring and auditing. During his career he has supervised and managed audit engagements for a wide variety of governmental and nonprofit organization clients.In addition, he has performed internal audit work, information technology general controls testing, forensic investigations, and risk assessments for governmental entities.

Chad has been with Carr, Riggs and Ingram, LLC since 2005.

Education, Licenses & Certifications
Bachelor and Master of Accountancy – University of Mississippi, Oxford MS
Certified Public Accountant (CPA) – Licensed in Florida and Mississippi
Community Association Manager (CAM) – Florida
Certified Information Technology Professional – AICPA

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Emerald Coast Chapter (FICPA) Board
Florida Governmental Finance Officers Association (FGFOA)

Lauren Villarreal
Supervising Senior
LVillarreal@CRIcpa.com 850.337.3223 | Direct

Representative Service Areas
Community Development Districts
Condominium and Homeowner Associations
Employee Benefit Plans
County and Local Governments
Non-Profit Organizations

Experience
Lauren has four years auditing and accounting experience in the Destin office of CRI. She is an audit supervising senior with primary responsibility for fieldwork and reporting on audits of clients in a variety of industries including local governmental and non-profit entities as well as employee benefit plans and commercial businesses. She is currently the in-charge auditor for over a dozen community development districts with several CDD management companies in the State of Florida.

Lauren is licensed to practice as a Certified Public Accountant in Florida. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. She exceeds all continuing professional education requirements related to Government Auditing Standards.

Lauren currently supervises engagements for many governmental entities in the State of Florida including community development districts and other special governments. She is active in our firm’s governmental industry line as well as the condominium and homeowner association practice. In addition, Lauren has accumulated experience in Federal and Florida Single Audit Acts compliance monitoring and auditing. Lauren has performed several single audits of federal grants under OMB Circular A-133.

Education, Licenses & Certifications
BS, Accounting, Florida State University
BS, Business Administration, Florida State University
Certified Public Accountant
Community Association Manager (CAM), Licensed in Florida

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)

DELIVERING QUALITY TO YOU

AUDIT METHODOLOGY
Our audit, tax, consulting, and client accounting services documentation is maintained electronically. Compliance with our methodology is regularly reviewed and evaluated as part of our internal quality program, which is further discussed in this section under INTERNAL QUALITY CONTROL REVIEWS AND EXTERNAL REVIEWS. Comprehensive policies and procedures governing all of our practices and addressing professional and regulatory standards and implementation issues are constantly  updated  for  new  professional  developments  and  emerging  issues.  See  the  table  of  contents  to  identify     the relevant audit approach and methodology detailed description section.

ENGAGEMENT QUALITY REVIEW PARTNER (CONCURRING PARTNER)
Audit engagements are assigned engagement quality review (EQR) partner, as appropriate. This role is one of the most important elements of our quality assurance process, as it provides for a timely, independent review of key accounting and auditing issues. The EQR partner also reviews the financial statements and related supporting documentation—including the disclosures—to evaluate their fair presentation under accounting principles generally accepted in the United States of America (GAAP).

INTERNAL QUALITY CONTROL REVIEWS AND EXTERNAL REVIEWS
Experienced partners and professional staff of our firm conduct quality control reviews of our audits. Our partners’ work is reviewed annually, and the inspection process includes periodic testing of the effectiveness of our quality controls and a continuous improvement program. This risk-based annual inspection is intended to mimic the triennial peer review described in the following paragraph and are performed on completed engagements. In addition to this inspection, we perform in-process, “pre-issuance” reviews of partners’ work that are chosen for using a risk-based selection process; these reviews are performed by our corporate quality control team. The combination of the in-process and completed engagements is part of our continuous improvement processes.

Peer reviews are performed every three years by another independent public accounting firm. The most recent review of our firm was performed in 2019 by Brown Edwards, whose report was the most favorable possible “Pass”.

In addition, we are registered with the PCAOB and our 2018 PCAOB inspection report was also the most favorable possible— no audit deficiencies or quality control defects identified. The 2018 PCAOB report can be viewed at: https://pcaobus.org/Inspections/Reports/Documents/104-2019-029-Carr-Riggs-Ingram-LLC.pdf.

SHARING CRI’S VALUES WITH YOU

We are proud of our hands-on, service-centric, and results-oriented approach. Combining that approach with quality controls  and superior talent allows us to help you achieve your goals and strengthen your management systems and processes. This approach is further emphasized through our three core values which guide our team’s behavior and function as the foundation for interactions with our clients and each other.

TRANSITIONING YOU

When choosing to change firms, the time involved in working with new accounting professionals is often a concern. CRI’s well- defined efficient, seamless transition process is designed to:

Provide you with value from the very first encounter,
Avoid interruption of service,
Minimize disruption and investment of management’s time,
Raise the standard of service, and
Establish ongoing channels of communication with East 547 Community Development District's management.

The transition plan is comprised of the following key activities and can occur within approximately two weeks, depending on the availability of the parties involved:

CRI'S GLOBAL RESOURCES

Many businesses are expanding and/or evaluating their global reach, and they require assistance in order to comprehensively consider the various financial implications of growing in international markets. In addition to CRI's internal resources, we deliver the expertise and support of some of the world's most highly regarded accounting firms through shared alliance as members of PrimeGlobal.

WHO IS PRIMEGLOBAL?

HOW OUR PRIMEGLOBAL MEMBERS CAN BENEFIT YOU
We supplement our in-depth, industry knowledge and specialized services through our collaborations with other PrimeGlobal firms to help you evaluate your options globally. CRI's goal is to provide you with the information you need to make well- informed, smart business decisions.

4 KEY BENEFITS TO CRI CLIENTS FROM OUR PRIMEGLOBAL MEMBERSHIP

JOIN OUR CONVERSATION

We know that some information that makes perfect sense to a CPA may not be as clear to our clients. Therefore, we produce original content in the form of articles, videos, white papers, webinars, and more to provide timely, down-to-earth translations of complex subjects. We publish this original content on CRIcpa.com and across all our many social channels.

IT FIGURES: THE CRI PODCAST
Created to provide insight into the latest developments and regulations in the accounting and finance space, It Figures is an accounting and advisory focused podcast for business and organization leaders, entrepreneurs, and anyone who is looking to go beyond the status quo.

Listen on Apple Podcasts, Spotify, iHeart Radio, and more.
itfigurespodcast.com

CRI'S CEO ACTION FOR DIVERSITY AND INCLUSION
Carr, Riggs & Ingram is committed to fostering an inclusive and diverse place for all employees to work in and engage. When our managing partner and chairman, Bill Carr, signed the CEO Action for Diversity & Inclusion™ pledge, he made a public commitment to building a productive, diverse, and inclusive workplace. Learn more about CRI's commitment to Diversity and Inclusion.

Our proposed services require a coordinated effort between us and East 547 Community Development District’s team. Planning and continual communication are essential to developing the appropriate procedures, working collaboratively to resolve any identified issues, and meeting your timelines.

CRI’s audit approach occurs within a framework of our client’s business and industry; therefore, we assess risk by:

Understanding management’s perspectives and goals, and
Considering business conditions and threats that could prevent management from achieving its business objectives.

We assess risks in the following areas:

Our ultimate intent is to drill down from these broad risks to specific financial reporting risks. We understand both these risks and management’s processes and procedures for mitigating them (i.e. internal controls) in order to develop our procedures to carry out our audit responsibilities.

Although our audits are conducted through a structured, risk-based model, we focus on understanding the client’s needs, requirements, and expectations. We work collaboratively with management and the Audit Committee (or similar function) to develop a communication and work plan to continuously improve client service, by doing so we help in moving your team from simple compliance to providing you with a competitive advantage.

In planning, we concentrate on “key risks,” (items with a greater risk of a material misstatement, a material weakness in internal controls, or other matters resulting in the issuance of an inappropriate audit report). We focus on “material” items (i.e. those items that would be important to the user of your financial statements). When evaluating materiality of identified misstatements, certain quantitative and qualitative factors must be considered—which may include:

Impact on operating trends (revenue/income, expenses, net income, etc).
Nature of the misstatement (i.e., did the misstatement result from an unlawful transaction?).
Impact on liquidity, capital/surplus, earnings capacity, etc.
Impact to loan covenants and contractual and regulatory requirements.

Consistent communication is a key to completion of the audit. By ensuring constant involvement, we are in a better position to respond to your issues timely and efficiently. Therefore, we plan to meet with your management to:

Set-up the audit by reviewing the mapping of East 547 Community Development District’s financial information (financial statements and notes) to significant processes and IT systems to ensure that all significant account balances, transactions, procedures, and systems are tested as deemed necessary.
Discuss ongoing changes—specifically new accounting pronouncements and key business transactions in their early stages, enabling us to agree on the resolution of various complex business issues on a timely basis.

CRI AUDIT APPROACH

Our audit approach is a four stage approach, as depicted in the summary below. Our client acceptance and risk assessment procedures occur during detailed conversations and observations with your team. The results of those procedures allow us to tailor an audit program to your specific risks and needs. We then execute the audit, report the results, and evaluate continuous improvement opportunities for ongoing service and benefit to you.

Perform client acceptance procedures.
Collaborate with management to agree to expectations and scope .
Assign appropriate staff based on client needs and assessed risk.

STAGE 2: RISK ASSESSMENT & AUDIT STRATEGY

Interview client personnel and others to understand clien t-spec ific ob jectives and risks.
Assess following aspects of the organ izatio n for their impact on the audit plan:
environmental and other external risks,
management's fraud and IT risk assessment models ,
entity level controls including :
control environment
risk assessment,
information and communica tion,
and monitoring controls.
IT General Computer (ITGC) controls , such as
IT Envi ronmen t
Developing and Del i vering IT, and
Operating and Monitoring IT.
Determine materiality.
Develop and document our understanding of and/or reliance on:
linkage of financia l statements to:
significant transactions,
processes,
IT systems, and
related controls,
existence of/reliance on SOC entities and their reports,
internal audi t, and
specialists (e.g. valua tion, pension costs, etc.).
If elec ted, test controls including ITGC, through a mix of:
inquiry,
observation
examina tion, and
re-per formance.
Perform preliminary analytical procedures.
Finalize risk assessments and develop a final audit strategy.

Where possitJle to test as efficiently as possible:
develop detailed analytical procedures to use as substantive tests (benefit= reducing tests of details): Examples include:
ratio analysis ,
regression analysis ,
trend analysis ,
predictive tests, or
reasonableness test,
utilize Computer-Assisted Audit Techniques (CAATs) (benefit= automation of testing for more coverage and less disruption to the clien t), and
perform targeted testing (also known as "coverage" testing) to test large portions of account balances (benefit= more coverage with smaller selections).
Perform tests of details , including sampling.
Perform general audit procedures such as tests related to:
commitments and contingencies,
legal letters,
management representations,
reviews of Board minutes,
related party transac tions,
debt covenants, and
going concern.
Perform other tests for compliance such as Yellow Book or Single Audit tests.

Con tinual ly monitor throughout the audit - providing feedback as agreed during scoping .
Conclude the audit (i.e. issue opin ions and reports).
Develop and present:
reports,
required communica tions,
management letter commen ts, and
other audit-related deliverables.
Perform debriefings to identify opportunities for improvement with our:
engagement team , and/or
clien t's team.

EAST 547 COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS FOR ANNUAL AUDIT SERVICES
The East 547 Community Development District  hereby  requests  proposals  for  annual financial auditing services. The proposal must provide for the auditing of the District's financial records for the fiscal year ending September 30, 2021, with an option for four (4) additional annual renewals. The District is a local unit of special-purpose government created under Chapter 190, Florida Statutes, for the purpose of financing, constructing, and maintaining public infrastructure. The District is located in the City of Davenport, Polk County, Florida.  The District currently  has  an operating budget  of  approximately  $114,010.  The  final  contract will require  that,  among other things, the audit for the fiscal year ending September  30, 2021, be completed no later than June 1, 2022.

Each auditing entity submitting a proposal must be authorized to do business in Florida; hold all applicable state and federal professional licenses in good standing, including but not limited to a license under Chapter 473, Florida Statutes, and be qualified to conduct  audits  in accordance with "Government Auditing Standards", as adopted by the Florida Board of Accountancy. Audits shall be conducted in accordance with Florida law and particularly section 218.39, Florida Statutes, and the rules of the Florida Auditor General.

Proposal packages, which include evaluation criteria and instructions to proposers, are available from the District Manager at the address and telephone number listed below.

Proposers must provide one (1) original hard copy and one (1)  electronic  copy of their proposal to Governmental Management Services - Central Florida, LLC, Attn: Jill Bums,  District Manager, 219  East  Livingston Street,  Orlando,  Florida  32801,  in  an  envelope  marked  on the   outside	"Auditing	Services		East  547	Community		Development		District." Proposals must  be  received  by  5:00  p.m.  on  Friday,  October  29,  2021,  at  the  office address    listed  above.  Proposals	received	after   this   time	will   not   be	eligible	for consideration.		Please direct all questions regarding this Notice to the District Manager  who can be reached at (407) 841-5524.

Jill Bums, District Manager
Governmental Management Services - Central Florida, LLC

EAST 547 COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS

District Auditing Services for Fiscal Year 2021
City of Davenport,  Polk County, Florida

INSTRUCTIONS TO PROPOSERS

SECTION  1.  DUE  DATE.  Sealed  proposals  must  be  received  no  later   than Wednesday, October 6, 2021 at 5:00 p.m., at  the  offices  of  Governmental  Management Services - Central Florida, LLC, Attn: Jill  Bums,  District  Manager,  219  East  Livingston Street, Orlando, Florida 32801. Proposals will be publicly opened at that time.

SECTION 2. FAMILIARITY WITH THE LAW. By submitting a proposal, the Proposer is assumed to be familiar with all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work. Ignorance  on the part of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations.

SECTION3. QUALIF1CATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience and licensing to do the work specified herein. The Proposer shall submit with its proposal satisfactory evidence of experience in similar work and show that it is fully prepared to complete the work to the satisfaction of the District.

SECTION 4. SUBMISSION OF ONLY ONE PROPOSAL.  Proposers  shall be  disqualified, and their proposals rejected if the District has reason to believe that collusion may exist among  the Proposers, the Proposer has defaulted on any previous contract or is in arrears  on  any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

SECTION 5.	SUBMISSION OF PROPOSAL. Submit one (1) original hard copy and one
(1) electronic copy of the Proposal Documents, and other requested attachments, at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the title "Auditing Services - East 547 Community Development District" on the face of it.

SECTION6. MODIFICATION AND WITHDRAWAL. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where proposals are to be submitted at any time prior to the time and date the proposals  are due. No  proposal may be withdrawn after opening for a period of ninety (90) days.

SECTION 7. PROPOSAL DOCUMENTS. The proposal documents shall  consist  of the notice announcing the request for proposals, these instructions, the Evaluation Criteria Sheet and a proposal with all required documentation pursuant to Section 12 of these instructions (the "Proposal Documents").

SECTION 8. PROPOSAL. In making  its proposal,  each Proposer represents that it has  read and understands the Proposal Documents and that the proposal is made in accordance therewith.

SECTION9. BASIS OF AWARD/RIGIIT TO REJECT. The District  reserves the  right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

SECTION 10. CONTRACT AWARD. Within fourteen (14) days ofreceipt of the Notice of Award from the District, the Proposer shall enter into and execute a Contract (engagement letter) with the District.

SECTION 11. LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of District's limited waiver of liability contained in Section 768.28, Florida Statutes, or any other statute or law.

SECTION 12.  MISCELLANEOUS.   All proposals shall include  the following information in addition to any other requirements of the proposal documents.

A List position or title of  all  personnel  to  perform  work  on  the  District  audit. Include resumes for each person listed; list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including resumes with applicable certifications.

Three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person.

The lump sum cost of the provision of the services under the proposal for Fiscal Year 2021, plus the lump sum cost of four (4) annual renewals.

Provide a proposed schedule for performance of the audit.

SECTION 13. PROTESTS. In accordance with the District's Rules of Procedure,  any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) calendar hours (excluding Saturday, Sunday, and state holidays) after the receipt of the Proposal Documents. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days (including Saturday, Sunday, and state holidays) after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written  protest shall constitute a waiver of any right to object or protest with respect to the aforesaid Proposal Documents.

SECTION 14. EVALUATION OF PROPOSALS. The criteria to be used in the evaluation of proposals are presented in the Evaluation Criteria Sheet, contained within the Proposal Documents.

EAST 547 COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION
EVALUATION CRITERIA

Ability of Personnel	(20 Points)

(E.g., geographic location of the firm's headquarters or permanent office in relation to  the project; capabilities and experience of key personnel; present ability to manage this project; evaluation of existing workload; proposed staffing levels, etc.)

Proposer's Experience.	(20 Points)

(E.g. past record and experience of the Proposer in similar projects; volume of work previously performed by the firm; past performance for other community development districts in other contracts; character, integrity, reputation of Proposer, etc.)

Understanding of Scope of Work.	(20 Points)

Extent to which the proposal demonstrates an understanding of the District's needs for the services requested.

Ability to Furnish the Required Services.	(20 Points)

Extent to which the proposal demonstrates the adequacy of Proposer's financial resources and stability as a business entity necessary to complete the services required.

Price.	(20 Points)

Points will be awarded based upon the lowest total proposal for rendering the services and the reasonableness of the proposal.

TOTAL	(100 Points)

SECTION B

Proposal to Provide
Financial Auditing Services:
EAST 547
COMMUNITY DEVELOPMENT DISTRICT

Proposal Due: October 06, 2021 5:00PM

Submitted to:
East 547
Community Development District c/o District Manager
219 East Livingston Street Orlando, FL 32801

Submitted by:
Antonio J. Grau, Partner Grau & Associates
951 Yamato Road, Suite 280 Boca Raton, Florida 33431 Tel	(561) 994-9299
(800) 229-4728
Fax	(561) 994-5823
tgrau@graucpa.com www.graucpa.com

Table of Contents	Page
EXECUTIVE SUMMARY / TRANSMITTAL LETTER	1
FIRM QUALIFICATIONS	3
FIRM & STAFF EXPERIENCE	6
REFERENCES	11
SPECIFIC AUDIT APPROACH	13
COST OF SERVICES	17
SUPPLEMENTAL INFORMATION	19

October 06, 2021

East 547 Community Development District c/o District Manager
219 East Livingston Street Orlando, FL 32801

Re:	Request for Proposal for Professional Auditing Services for the fiscal year ended September 30, 2021, with an option for four (4) additional annual renewals.

Grau & Associates (Grau) welcomes the opportunity to respond to the East 547 Community Development District’s (the “District”) Request for Proposal (RFP), and we look forward to working with you on your audit. We are an energetic and robust team of knowledgeable professionals and are a recognized leader of providing services to Community Development Districts. As one of Florida’s few firms to primarily focus on government, we are especially equipped to provide you an effective and efficient audit.

Special district audits are at the core of our practice: we have a total of 360 clients, 329 or 91% of which are special districts. We know the specifics of the professional services and work products needed to meet your RFP requirements like no other firm. With this level of experience, we are able to increase efficiency, to provide immediate and continued savings, and to minimize disturbances to client operations.

Why Grau & Associates:

Knowledgeable Audit Team
Grau is proud that the personnel we assign to your audit are some of the most seasoned auditors in the field. Our staff performs governmental engagements year round. When not working on your audit, your team is refining their audit approach for next year’s audit. Our engagement partners have decades of experience and take a hands-on approach to our assignments, which all ensures a smoother process for you.

Servicing your Individual Needs
Our clients enjoy personalized service designed to satisfy their unique needs and requirements. Throughout the process of our audit, you will find that we welcome working with you to resolve any issues as swiftly and easily as possible. In addition, due to Grau’s very low turnover rate for our industry, you also won’t have to worry about retraining your auditors from year to year.

Developing Relationships
We strive to foster mutually beneficial relationships with our clients. We stay in touch year round, updating, collaborating and assisting you in implementing new legislation, rules and standards that affect your organization. We are also available as a sounding board and assist with technical questions.

Maintaining an Impeccable Reputation
We have never been involved in any litigation, proceeding or received any disciplinary action. Additionally, we have never been charged with, or convicted of, a public entity crime of any sort. We are financially stable and have never been involved in any bankruptcy proceedings.

Complying With Standards
Our audit will follow the Auditing Standards of the AICPA, Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States, and the Rules of the Auditor General of the State of Florida, and any other applicable federal, state and local regulations. We will deliver our reports in accordance with your requirements.

This proposal is a firm and irrevocable offer for 90 days. We certify this proposal is made without previous understanding, agreement or connection either with any previous firms or corporations offering a proposal for the same items. We also certify our proposal is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action, and was prepared in good faith. Only the person(s), company or parties interested in the project as principals are named in the proposal. Grau has no existing or potential conflicts, and anticipates no conflicts during the engagement. Our Federal I.D. number is 20-2067322.

We would be happy to answer any questions or to provide any additional information. We are genuinely excited about the prospect of serving you and establishing a long-term relationship. Please do not hesitate  to call or email either of our Partners, Antonio J. Grau, CPA (tgrau@graucpa.com) or Racquel McIntosh, CPA (rmcintosh@graucpa.com) at 561.994.9299. We thank you for considering our firm’s qualifications and experience.

Very truly yours, Grau & Associates

Antonio J. Grau

2

Firm Qualifications

Grau’s Focus and Experience

Our Team

3
Partners

10
Professional Staff

2
Administrative Professionals

9/13
Employees are CPAS

Year founded

Services Provided

297

Community Development Districts Served

Properly registered and
licensed professional corporation by the state of FLORIDA

9
Professional Groups

We are proud Members of the American Institute of Certified Public Accountants
&
the Florida Institute of Certified Public Accountants

See next page for report and certificate

⇒ External quality review program: consistently receives a pass
⇒ Internal: ongoing monitoring to maintain quality

AICPA | FICPA | GFOA | FASD | FGFOA

Firm & Staff Experience

GRAU AND ASSOCIATES COMMUNITY
DEVELOPMENT DISTRICT EXPERIENCE BY MANAGEMENT COMPANY

OTHER
19

PFM
12

WRATHELL
30

GMS
78

INFRAMARK
38

SDS
60

RIZZETTA
47

MERITUS
23

Profile Briefs:

Antonio J GRAU, CPA (Partner)
Years Performing Audits: 30+
CPE (last 2 years): Government Accounting, Auditing: 24 hours; Accounting, Auditing and Other: 56 hours
Professional Memberships: AICPA, FICPA, FGFOA, GFOA

Racquel McIntosh, CPA (Partner)
Years Performing Audits: 14+
CPE (last 2 years): Government Accounting, Auditing: 47 hours; Accounting, Auditing and Other: 58 hours
Professional Memberships: AICPA, FICPA, FGFOA, FASD

“Here at Grau & Associates, staying up to date with the current technological landscape is one of our top priorities. Not only does it provide a more positive experience for our clients, but it also allows us to perform a more effective and efficient audit. With the every changing technology available and utilized by our clients, we are constantly innovating our audit process.”
-	Tony Grau
“Quality audits and exceptional client service are at the heart of every decision we make. Our clients trust us to deliver a quality audit, adhering to high standards and assisting them with improvements for their organization.”
-Racquel McIntosh

YOUR ENGAGEMENT TEAM

Grau’s client-specific engagement team is meticulously organized in order to meet the unique needs of each client. Constant communication within our solution team allows for continuity of staff and audit team.

Grau contracts with an outside group of IT management consultants to assist with matters including, but not limited to; network and database security, internet security and vulnerability testing.

An advisory consultant will be available as a sounding board to advise in those areas where problems are encountered.

The assigned personnel will work closely with the partner and the District to ensure that the financial statements and all other reports are prepared in accordance with professional standards and firm policy.
Responsibilities will include planning the audit; communicating with the client and the partners the progress of the audit; and
determining that financial statements and all reports issued by the firm are accurate, complete and are prepared in accordance with professional standards and firm policy.

The Engagement Partner will participate extensively during the various stages of the engagement and has direct responsibility for engagement policy, direction, supervision, quality control, security, confidentiality of information of the engagement and communication with client personnel. The engagement partner will also be involved directing the development of the overall audit approach and plan; performing an overriding review of work papers and ascertain client satisfaction.

Antonio ‘Tony ‘ J. Grau, CPA
Partner
Contact: tgrau@graucpa.com | (561) 939-6672
Experience
For over 30 years, Tony has been providing audit, accounting and consulting services to the firm’s governmental, non-profit, employee benefit, overhead and arbitrage clients. He provides guidance to clients regarding complex accounting issues, internal controls and operations.
As a member of the Government Finance Officers Association Special Review Committee, Tony participated in the review process for awarding the GFOA Certificate of Achievement in Financial Reporting. Tony was also the review team leader for the Quality Review of the Office of Management Audits of School Board of Miami-Dade County. Tony received the AICPA advanced level certificate for governmental single audits.

Education
University of South Florida (1983) Bachelor of Arts
Business Administration

Clients Served (partial list)

(>300) Various Special Districts, including:		
Bayside Improvement Community Development District Dunes Community Development District
Fishhawk Community Development District (I,II,IV) Grand Bay at Doral Community Development District Heritage Harbor North Community Development District	St. Lucie West Services District
Ave Maria Stewardship Community District Rivers Edge II Community Development District Bartram Park Community Development District
Bay Laurel Center Community Development District	
Boca Raton Airport Authority Greater Naples Fire Rescue District
Key Largo Wastewater Treatment District Lake Worth Drainage District
South Indian River Water Control		

Professional Associations/Memberships
American Institute of Certified Public Accountants Florida Government Finance Officers Association Florida Institute of Certified Public Accountants Government Finance Officers Association Member City of Boca Raton Financial Advisory Board Member

Professional Education (over the last two years)
Course	Hours
Government Accounting and Auditing	24
Accounting, Auditing and Other	56
Total Hours	80 (includes of 4 hours of Ethics CPE)

Racquel C. McIntosh, CPA
Partner
Contact : rmcintosh@graucpa.com | (561) 939-6669
Experience
Racquel has been providing government audit, accounting and advisory services to our clients for over 14 years. She serves as the firm’s quality control partner; in this capacity she closely monitors engagement quality ensuring standards are followed and maintained throughout the audit.
Racquel develops in-house training seminars on current government auditing, accounting, and legislative topics and also provides seminars for various government organizations. In addition, she assists clients with implementing new accounting software, legislation, and standards.

Education
Florida Atlantic University (2004) Master of Accounting
Florida Atlantic University (2003) Bachelor of Arts:
Finance, Accounting

Clients Served (partial list)

(>300) Various Special Districts, including:		
Carlton Lakes Community Development District Golden Lakes Community Development District Rivercrest Community Development District South Fork III Community Development District TPOST Community Development District	Westchase Community Development District Monterra Community Development District
Palm Coast Park Community Development District Long Leaf Community Development District Watergrass Community Development District	
East Central Regional Wastewater Treatment Facilities Indian Trail Improvement District
Pinellas Park Water Management District Ranger Drainage District
South Trail Fire Protection and Rescue Service District	

Professional Associations/ Memberships

American Institute of Certified Public Accountants	FICPA State & Local Government Committee	
Florida Institute of Certified Public Accountants	FGFOA Palm Beach Chapter	

Professional Education (over the last two years)

Course	Hours	
Government Accounting and Auditing	47	
Accounting, Auditing and Other	58	
Total Hours	105 (includes of 4 hours of Ethics CPE)	

References

We have included three references of government engagements that require compliance with laws and regulations, follow fund accounting, and have financing requirements, which we believe are similar to the District.

 Dunes Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 1998	
Client Contact	Darrin Mossing, Finance Director 475 W. Town Place, Suite 114
St. Augustine, Florida 32092
 	904-940-5850		

 Two Creeks Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 2007	
Client Contact	William Rizzetta, President 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614
 	813-933-5571		

 Journey’s End Community Development District		
Scope of Work	Financial audit	
Engagement Partner	Antonio J. Grau	
Dates	Annually since 2004	
Client Contact	Todd Wodraska, Vice President 2501 A Burns Road
Palm Beach Gardens, Florida 33410
 	561-630-4922		

Specific Audit Approach

AUDIT APPROACH
Grau’s Understanding of Work Product / Scope of Services:
We recognize the District is an important entity and we are confident our firm is eminently qualified          to meet the challenges of this engagement and deliver quality audit services. You would be a valued client of our firm and we pledge to commit all firm resources to provide the level and quality of services (as described below) which not only meet the requirements set forth in the RFP but will exceed those expectations. Grau & Associates fully understands the scope of professional services and work products requested. Our audit will follow the Auditing Standards of the  AICPA,  Generally  Accepted Government Auditing Standards, issued by the Comptroller General of the United  States,  and  the Rules of the Auditor General of the State of Florida and any other applicable Federal, State of Local regulations. We will deliver our reports in accordance with your requirements.

Proposed segmentation of the engagement
Our approach to the audit engagement is a risk-based approach which integrates the best of traditional auditing techniques and a total systems concept to enable the team to conduct a more efficient and effective audit. The audit will be conducted in three phases, which are as follows:

PHASE I:
Preliminary Planning

PHASE II:
Execution of the Audit Plan

PHASE III:
Completion and Delivery

Phase I - Preliminary Planning

A thorough understanding of your organization, service objectives and operating environment is essential for the development of an audit plan and for an efficient, cost-effective audit. During this phase, we will meet with appropriate personnel to obtain and document our understanding of your operations and service objectives and, at the same time, give you the opportunity to express your expectations with respect to the services that we will provide. Our work effort will be coordinated so that there will be minimal disruption to your staff.

During this phase we will perform the following activities:
» Review the regulatory, statutory and compliance requirements. This will include a review of applicable federal and state statutes, resolutions, bond documents, contracts, and other agreements;
»	Read minutes of meetings;
» Review major sources of information such as budgets, organization charts, procedures, manuals, financial systems, and management information systems;
»	Obtain an understanding of fraud detection and prevention systems;
» Obtain and document an understanding of internal control, including knowledge about the design of relevant policies, procedures, and records, and whether they have been placed in operation;
» Assess risk and determine what controls we are to rely upon and what tests we are going to perform and perform test of controls;
» Develop audit programs to incorporate the consideration of financial statement assertions, specific audit objectives, and appropriate audit procedures to achieve the specified objectives;
» Discuss and resolve any accounting, auditing and reporting matters which have been  identified.

Phase II – Execution of Audit Plan
The audit team will complete a major portion of transaction testing and audit requirements during this phase. The procedures performed during this period will enable us to identify any matter that may impact the completion of our work or require the attention of management. Tasks to be performed in Phase II include, but are not limited to the following:
» Apply analytical procedures to further assist in the determination of the nature, timing, and extent of auditing procedures used to obtain evidential matter for specific account balances or classes of transactions;
» Perform tests of account balances and transactions through sampling, vouching, confirmation and other analytical procedures; and
»	Perform tests of compliance.
Phase III - Completion and Delivery

In this phase of the audit, we will complete the tasks related to year-end balances and financial reporting. All reports will be reviewed with management before issuance, and the partners will be available to meet and discuss our report and address any questions. Tasks to be performed in Phase III include, but are not limited to the following:

»	Perform final analytical procedures;
»	Review information and make inquiries for subsequent events; and
»	Meeting with Management to discuss preparation of draft financial statements and any potential findings or recommendations.

You should expect more from your accounting firm than a signature in your annual financial report. Our concept of truly responsive professional service emphasizes taking an active interest in the issues of concern to our clients and serving as an effective resource in dealing with those issues. In following this approach, we not only audit financial information with hindsight but also consider the foresight you apply in managing operations.

Application of this approach in developing our management letter is particularly important given the increasing financial pressures and public scrutiny facing today’s public officials. We will prepare the management letter at the completion of our final procedures.

In preparing this management letter, we will initially review any draft comments or recommendations with management. In addition, we will take necessary steps to ensure that matters are communicated to those charged with governance.

In addition to communicating any recommendations, we will also communicate the following, if any:

»	Significant audit adjustments;
»	Significant deficiencies or material weaknesses;
»	Disagreements with management; and
»	Difficulties encountered in performing the audit.

Is the recommendation cost effective?

Is the recommendation the simplest to effectuate in order to correct a problem?

Is the recommendation at the heart of the problem and not just correcting a symptomatic matter?

Is the corrective action taking into account why the deficiency occurred?

Our findings will contain a statement of condition describing the situation and the area that needs strengthening, what should be corrected and why. Our suggestions will withstand the basic tests of corrective action:

To assure full agreement with facts and circumstances, we will fully discuss each item with Management prior to the final exit conference. This policy means there will be no “surprises” in the management letter and fosters a professional, cooperative atmosphere.

Communications
We emphasize a continuous, year-round dialogue between the District and our management team. We regularly communicate through personal telephone calls and electronic mail throughout the audit and on a regular basis.
Our clients have the ability to transmit information to us on our secure client portal with the ability to assign different staff with separate log on and viewing capability. This further facilitates efficiency as all assigned users receive electronic mail notification as soon as new information has been posted into the portal.

Cost of Services

Our proposed all-inclusive fees for the financial audit for the fiscal years ended September 30, 2021-2025 are as follows:

    Year Ended September 30,		 	Fee		
2021	$4,200	
2022	$4,400	
2023	$4,600	
2024	$4,800	
2025	$5,000	
TOTAL (2021-2025)	$23,000	

The above fees are based on the assumption that the District maintains its current level of operations. Should conditions change or additional Bonds are issued the fees would be adjusted accordingly upon approval from all parties concerned.

Supplemental Information

	Governmental Audit	Single Audit	Utility Audit	
Current Client	
Year End	
Boca Raton Airport Authority					9/30	
Captain's Key Dependent District					9/30	
Central Broward Water Control District					9/30	
Collier Mosquito Control District					9/30	
Coquina Water Control District					9/30	
East Central Regional Wastewater Treatment Facility					9/30	
Florida Green Finance Authority					9/30	
Greater Boca Raton Beach and Park District					9/30	
Greater Naples Fire Control and Rescue District					9/30	
Green Corridor P.A.C.E. District					9/30	
Hobe-St. Lucie Conservancy District					9/30	
Indian River Mosquito Control District					9/30	
Indian Trail Improvement District					9/30	
Key Largo Waste Water Treatment District					9/30	
Lake Padgett Estates Independent District					9/30	
Lake Worth Drainage District					9/30	
Lealman Special Fire Control District					9/30	
Loxahatchee Groves Water Control District					9/30	
Old Plantation Control District					9/30	
Pal Mar Water Control District					9/30	
Pinellas Park Water Management District					9/30	
Pine Tree Water Control District (Broward)					9/30	
Pinetree Water Control District (Wellington)					9/30	
Ranger Drainage District					9/30	
Renaissance Improvement District					9/30	
San Carlos Park Fire Protection and Rescue Service District					9/30	
Sanibel Fire and Rescue District					9/30	
South Central Regional Wastewater Treatment and Disposal Board					9/30	
South-Dade Venture Development District					9/30	
South Indian River Water Control District					9/30	
South Trail Fire Protection & Rescue District					9/30	
Spring Lake Improvement District					9/30	
St. Lucie West Services District					9/30	
Sunshine Water Control District					9/30	
West Villages Improvement District					9/30	
Various Community Development Districts (297)					9/30	
TOTAL	333	5	3	328		

CONSULTING / MANAGEMENT ADVISORY SERVICES

Grau & Associates also provide a broad range of other management consulting services. Our expertise has been consistently utilized by Governmental and Non-Profit entities throughout Florida. Examples of engagements performed are as follows:

Accounting systems
Development of budgets
Organizational structures
Financing alternatives
IT Auditing	Fixed asset records
Cost reimbursement
Indirect cost allocation
Grant administration and compliance	

ARBITRAGE

The federal government has imposed complex rules to restrict the use of tax-exempt financing. Their principal purpose is to eliminate any significant arbitrage incentives in a tax-exempt issue. We have determined the applicability of these requirements and performed the rebate calculations for more than 150 bond issues, including both fixed and variable rate bonds.

73

Current Arbitrage Calculations

We look forward to providing East 547 Community Development District with our resources and experience to accomplish not only those minimum requirements set forth in your Request for Proposal, but to exceed those expectations!

For even more information on Grau & Associates please visit us on www.graucpa.com.

SECTION C

Proposal to Provide Auditing Services

East 547
Community Development District

For the Fiscal Year Ending September 30, 2021
With the Option of 4 Additional Annual Renewals

Submitted by:

934 North Magnolia Avenue Suite 100
Orlando, Florida 32803
(407) 843-5406

CONTACT: Tamara Campbell, C.P.A.

tcampbell@mcdirmitdavis.com
www.mcdirmitdavis.com

Proposal for Audit Services to
East 547 Community Development District
Table of Contents

	 	Page	
Letter of Interest	1	
Company Background	3	
Peer Review Letter	8	
Audit Personnel Experience	9	
References	12	
Service Approach	14	
Cost Proposal	16	

Letter of Interest

October 29, 2021

Jill Burns, District Manager
East 547 Community Development District
219 E. Livingston St. Orlando, FL 32801

934 North Magnolia Avenue, Suite 100
Orlando, Florida 32803
407‐843‐5406
www.mcdirmitdavis.com

Thank you for the opportunity to submit our qualifications and experience to serve as independent auditors of East 547 Community Development District. The accompanying proposal will provide you detailed information regarding the scope of services to be provided, as well as a profile of the firm, the individuals who will serve you, our qualifications and  experience, and representative clients, including specific references.

It is our understanding that we will provide the following services:

Financial audit of the basic financial statements of East 547 Community Development District for the fiscal year ending September 30, 2021, with the option of four additional annual renewals.
We will commit to maintain staff required to conclude the audits within the time constraints indicated in the RFP.
The audit will be performed in accordance with generally accepted auditing standards, Governmental Auditing Standards and the Rules of the Auditor General of the State of Florida.
The audit for the fiscal year ending September 30, 2021 will be completed no later than June 30, 2022.

We believe we are the best-qualified firm to perform the engagement for the following reasons:

We presently audit over fifty Community Development Districts, fourteen municipalities and one special water district and have an excellent working knowledge of generally accepted accounting principles related to governmental entities.
We assist in the preparation of the financial statements for most of these governmental entities.
We have assisted nine municipalities in receiving the GFOA "Certificate of Achievement for Excellence in Financial Reporting". Most of these municipalities have been receiving the “Certificate of Achievement” between ten and twenty years. Tamara Campbell is active as a national review team member of the GFOA's "Certificate of Achievement for Excellence in Financial Reporting" program. As a review team member, Ms. Campbell reviews and evaluates financial reports submitted by cities and counties to determine whether the financial reports meet the stringent requirements to receive the GFOA'S prestigious award. Participating as a review team member, Ms. Campbell has demonstrated her expertise in governmental accounting and auditing.
We have strong information technology ability and will input the District’s general ledger balances into our ProSystem fx Engagement software and perform a virtually “paperless” audit. The District’s Financial Statements are linked to the general ledger; therefore, the likelihood of errors on the financial statements is reduced.
We have recent and continuous experience and have devoted a great deal of our continuing education to the governmental auditing and accounting field. Our firm meets the independence and education requirements of the Government Auditing Standards issued by the Comptroller General of the United States. Our firm is independent of East 547 Community Development District as defined by Government Auditing Standards.

the trusted partner

We are members of the American and Florida Institutes of Certified Public Accountants and an Associate member of the Governmental Finance Officers Association. Our firm is active in governmental organizations throughout Central Florida and serves on governmental committees of the Florida Institute of CPA's.
We are a local firm with personnel committed to quality and professional performance, accustomed to providing a high level of client satisfaction. We believe that our firm is part of a team effort to assist the District in developing the best financial reporting possible.
We have a history of continuity of personnel assigned to the engagement. Our single office firm and low personnel turnover assures uninterrupted services from our partners and staff. We have a staff of 28 people and 8 of those are governmental audit staff.

McDirmit Davis, LLC has not colluded with any of the Proposers, and we have not defaulted on any previous contract, and are not in arrears on any previous or existing contract and are properly licensed.

Because of our unique qualifications and a philosophy based on complete dedication to client service, we feel confident that we can provide you with responsiveness and a range of experience that will best serve your needs.

Ms. Tamara Campbell, partner, is authorized to represent the firm and may be contacted at 934 North Magnolia Avenue, Suite 100, Orlando, Florida 32803, or phone (407) 843-5406.

We would consider it a privilege to serve as independent auditors for East 547 Community Development District. Sincerely,
McDirmit Davis, LLC

Tamara Campbell, CPA

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Company Background

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About Us:
McDirmit Davis, LLC was incorporated in the State of Florida in August 1984 and serves Central Florida from its centrally located office in Orlando, Florida. The partners and managers have over 100 years of combined experience in public accounting, and our firm has grown to be ranked as one of the top 10 accounting firms in Central Florida by the Orlando Business Journal.

When considering whether to hire our firm, you will find that McDirmit Davis can be differentiated from our competitors in several areas, such as:

Local, Experienced and Involved Partners: Our partners and managers have over 100 years of combined experience in public accounting. Tammy has over fifteen (15) years of governmental accounting and auditing experience, including municipalities, airport authorities and over 50 community development districts.

Commitment to Quality: McDirmit Davis has received a “pass” audit opinion by our peer reviewers regarding our firm’s Quality Control Standards.

Timely Audits: Our commitment is to meet all audit deadlines, all of our audits have been performed according to agreed audit schedules.

Our firm has a wide range of clients providing both goods and services in the Central Florida area. Our practice encompasses auditing, accounting, management advisory and tax services. A list of all governmental clients audited by us for the fiscal years 2015-2019 is as follows:

Over Fifty Community Development Districts
City of Belle Isle, Florida *	•	City of Ocoee, Florida *
City of Clermont, Florida *	•	City of Orange City, Florida*
City of Fruitland Park, Florida	•	City of Tavares, Florida *
City of Groveland, Florida	•	City of Umatilla, Florida *
City of Inverness, Florida*	•	City of Winter Springs, Florida *
City of Lake Mary, Florida*	•	Homosassa Special Water
City of Longwood, Florida *	•	Sun’n Lake of Sebring Improvement District
City of Mascotte, Florida	•	Town of Montverde, Florida
City of Minneola, Florida	•	Town of Windermere, Florida

These entities are presently clients of McDirmit Davis, LLC
*These entities participate in the Certificate of Achievement for Excellence in Financial Reporting program.

General Information about McDirmit Davis

License to Practice in Florida
Our Firm and all key professional staff are properly licensed to practice in the state of Florida. In addition, our Firm and all assigned key personnel are in good standing with the Florida Board of Accountancy. We can provide a copy of actual License, if requested.

Independence
McDirmit Davis, LLC is independent of the District as defined by auditing standards contained in Government Auditing Standards.

Governmental Audit Quality Center
McDirmit Davis, LLC is a member of the AICPA’s Governmental Audit Quality Center which is dedicated to establishing the highest standards of audit quality in the governmental accounting and audit sector.

External Quality Control Review
Our Firm understands the importance of developing a formal quality control program, and therefore have been a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants since 1985. Member firms are required to adhere to quality control standards established by the AICPA Quality Control Standards Committee and to submit to peer reviews of the firm's accounting and audit practice. Peer reviews are intensive reviews of a firm's quality control system by an independent CPA firm. Our firm has had seven peer reviews performed by the American Institute of Certified Public Accountants. Each peer review has included a review of a local governmental entity.

On our most recent peer review performed in 2020, we received a peer review rating of “pass”, which is the highest rating that a firm can receive under the revised peer review standards. We have never been subject to any litigation or disciplinary actions by a client, the State or any professional organization for substandard field work. A copy of our firm’s most recent peer review report follows this section. These peer reviews included a review of at least two governmental engagements, and it should be noted that there were no findings as a result of this review. We have never withdrawn from an engagement prior to the agreed expiration date.

Size and Organization
McDirmit Davis LLC has 28 employees, the total number of governmental audit staff is 8; the professional staff of our firm has been conducting governmental audits in the Central Florida area for the past thirty years. We are experienced auditors in a variety of industries and offer experience in auditing federal grants under the Single Audit Act and performing compliance audits of state grants.

Our experience in governmental auditing has led to the development of efficient procedures that provide various client benefits. Our services provide our clients with a wide range of knowledge, confidence, and helpful management advice.

Below is a listing of the type of other services that we have provided to governmental clients:

Assistance in preparation of Comprehensive Annual Financial Reports for recognition by the Government Finance Officers Certificate of Achievement Program.
Issuance of Comfort Letters and Consent Letters in conjunction with the issuance of tax-exempt bonds.
Assistance on early implementation of new GASB Statements.
Assisting in compiling historical financial data for first-time submissions for GFOA Certificate of Achievement for Excellence in Financial Reporting.
Detailed internal control studies and evaluations of accounting systems.

Engagement Team
The following table lists the names of firm accounting personnel assigned to the audit:

Name	Audit Role

Tamara Campbell, CPA	Engagement Partner

Michelle Sorbello, CPA	Engagement Manager

Matthew Lee, CPA	Engagement Manager

All of the above people have considerable experience on governmental audit engagements. All supervisory personnel assigned to the audit, are Certified Public Accountants. The engagement partner and audit manager will be assigned to audit on a full-time basis. In addition to the partner and managers, McDirmit Davis will utilize various audit senior and staff members for audit fieldwork.

Continuing Education
McDirmit Davis, LLC is committed to the personal and professional growth of its staff. Our firm requires an annual minimum of 40 hours of continuing professional education for each staff member.

Our governmental audit staff complies with the continuing education requirements of the State of Florida, the Governmental Accountability Office (GAO), and Governmental Auditing Standards (Yellow Book). Therefore at least 24 hours during a 2- year period must be in subjects directly related to the government environment and to governmental auditing. Our governmental audit staff always exceed this requirement since they attend each year the Florida Governmental Financial Officer’s Association Annual Conference which provides 22 hours of training in governmental accounting and auditing.

As a result of our governmental experience, our staff has taught classes or lectured on various topics. We offer "in-house" education courses for our staff, which at times, our clients have attended. In addition, we are available to teach seminars for the benefit of the District's accounting staff.

Information Technology
Our firm has one dedicated Information Technology specialist who has several years’ experience in setting up and administering computer systems and networks of all sizes. In addition, all governmental audit personnel are experienced with various governmental software programs. We utilize automated, paperless auditing software which stores all trial balances and audit workpapers electronically. We also use Data Analysis Software, which enables us to obtain 100% of selected data and test “through your computer system.”

One of the services we provide our clients is CLIENT PORTAL. This is a convenient online storage space in which files can be effortlessly uploaded, downloaded, stored and shared in a safe and secure environment.

Records Retention
Our firm maintains records in accordance with local, state, and Federal Public Records Retention Requirements.

Federal or State Reviews
Any Federal or State desk review has resulted in no findings and we have never undergone a Federal or State field audit.

Peer Review Letter

Audit Personnel Experience

Tammy Campbell, CPA
Partner
Education, Certifications, and Licenses
B.S. Degree in Accounting, University of Central Florida
Masters in Taxation, University of Central Florida
CPA, Certified Public Accountant - Florida

Affiliations and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Florida Government Finance Officers Association (FGFOA)
Reviewer for GFOA’s “Certificate of Achievement for Excellence in Financial Reporting” program
Member of the Orange County School Board Audit Advisory Committee

Continuing Professional Education
Tammy has completed over 120 hours of Continuing Professional Education (CPE) in the area of governmental accounting and auditing within the past three years and meets the requirements of Governmental Auditing Standards (the “Yellow Book”). CPE included classes on Single Audits, the Yellow Book, and changes in governmental accounting principles, such as GASBS 67 and 68 on pension plans.

Experience
Tammy has 17 years of governmental accounting and auditing experience, including municipalities and airport authorities.
Her experience has included planning, fieldwork, and preparation of comprehensive annual financial reports for several governmental audit engagements.
Tammy has worked with all municipalities in the CAFR preparation process, including assisting most cities with obtaining the GFOA Certificate of Achievement.

Governmental Audit Experience (Past 5 years)

	Over 60 Community Development Districts		City of Ocoee	
	City of Belle Isle		Town of Orange City	
	City of Clermont		City of Oviedo	
	City of Inverness		City of Tavares	
	City of Lake Mary		City of Umatilla	
	City of Longwood		City of Winter Springs	
	City of Mascotte		Homosassa Water District	

Michelle Sorbello, CPA
Audit Manager
Education, Certifications, and Licenses
B.S. Degree in Accounting, University of Central Florida
Masters in Accounting, University of Central Florida
CPA, Certified Public Accountant - Florida

Affiliations and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Florida Government Finance Officers Association (FGFOA)

Continuing Professional Education
Michelle has completed over 120 hours of Continuing Professional Education (CPE) in the area of governmental accounting and auditing within the past three years and meets the requirements of Governmental Auditing Standards.

Experience
Michelle has 9 years of governmental accounting and auditing experience.
She has significant experience in the audits of governmental and not-for-profit entities, including those subject to Federal and Florida Single Audit requirements.

Governmental Audit Experience (Past 5 years)

	Various Community Development Districts			
	City of Inverness		City of Mascotte	
	City of Lake Mary		City of Ocoee	
	City of Longwood		City of Winter Springs	

Matthew Lee, CPA
Audit Manager
Education, Certifications, and Licenses
Master of Science in Accounting, University of Central Florida
Master of Public Administration, University of Central Florida
B.S. in Public Administration, University of Central Florida
CPA, Certified Public Accountant - Florida

Affiliations and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Florida Government Finance Officers Association (FGFOA)

Continuing Professional Education
Matthew has completed over 120 hours of Continuing Professional Education (CPE) in the area of governmental accounting and auditing within the past three years and meets the requirements of Governmental Auditing Standards.

Experience
Matthew has 10 years of governmental accounting and auditing experience.
He has significant experience in the audits of governmental and not-for-profit entities, including those subject to Federal and Florida Single Audit requirements.

Governmental Audit Experience (Past 5 years)

	Various Community Development Districts		
	City of Belle Isle		City of Tavares	
	City of Clermont		City of Umatilla	
	City of Longwood		City of Winter Springs	
	City of Ocoee		Sun ‘N Lake Improvement District	
	City of Oviedo		Town of Windermere	

References of Governmental Accounting Experience

Principal Client Contact	Scope of Work	Years	
			
Sun’n Lake of Sebring Improvement District	
Mr. Omar DeJesus, Finance Director

5306 Sun’n Lake Blvd. Sebring, FL 33872 odejesus@snldistrict.org	Annual Financial & Compliance Audit and preparation of Financials	2011 to Present	
Sterling Hill Community Development District	
Ms. Kaitlyn Gallant Rizzetta and Company
Manager, District Accounting Services

12750 Citrus Park Lane Suite 115
Tampa, Florida 33625 kgallant@rizzetta.com	Annual Financial & Compliance Audit and preparation of Financials	2007 to 2009
& 2013 to Present	
Meadow Pointe II Community Development District	
Ms. Trumaine Easy Inframark
Director of Accounting

210 N. University Drive Suite 702
Coral Springs, Florida 33071 trumaine.easy@inframark.com	Annual Financial & Compliance Audit and preparation of Financials	2012 to Present	
Toscana Isles Community Development District	
Mr. Jeffrey Pinder
Wrathell Hunt and Associates Controller

2300 Glades Road Suite 410W
Boca Raton, Florida 33431 pinderj@whhassociates.com	Annual Financial & Compliance Audit and preparation of Financials	2015 to Present	
Homosassa Special Water District	
Ms. Teresa Olds, Manager

7922 W. Grover Cleveland Blvd. Homosassa, FL 34448 hswd@tampabay.rr.com	Annual Financial & Compliance Audit and preparation of Financials	2007 to Present	

List of 2020 Community Development District Audits:
Community Development District	County
Asturia Community Development District	Pasco
Bainebridge Community Development District	Duval
Beach Road Golf Estates Community Development District	Lee
Beacon Lakes Community Development District	Miami-Dade
Belmont Community Development District	Hillsborough
Bexley Community Development District	Pasco
Celebration Community Development District	Osceola
Chapel Creek Community Development District	Pasco
Concorde Station Community Development District	Pasco
Concorde Estates Community Development District	Osceola
Dovera Community Development District	Seminole
Enterprise Community Development District	Osceola
Fiddler’s Creek Community Development District #1	Collier
Heritage Isle at Viera Community Development District	Brevard
Heritage Oak Park Community Development District	Charlotte
Hidden Creek North Community Development District	Hillsborough
Highlands Community Development District	Hillsborough
Hills of Minneola Community Development District	Lake
Holly Hill Road East Community Development District	Polk
K-Bar Ranch Community Development District	Hillsborough
Meadow Pointe II Community Development District	Pasco
Mediterra Community Development District	Collier
Mirabella Community Development District	Hillsborough
Palm River Community Development District	Hillsborough
Panther Trails Community Development District	Hillsborough
Scenic Highway Community Development District	Polk
Southaven Community Development District	St. Johns
Southern Hills Plantation II Community Development District	Hernando
Spring Ridge Community Development District	Hernando
Sterling Hill Community Development District	Pasco
Suncoast Community Development District	Pasco
Sweetwater Creek Community Development District	St. Johns
Talavera Community Development District	Pasco The Crossings at Fleming Island Community Development District	Clay
The Woodlands Community Development District	North Port
Toscana Isles Community Development District	Sarasota
Town of Kindred Community Development District	Osceola
Towne Park Community Development District	Polk
Trails Community Development District	Duval
Trout Creek Community Development District	St. Johns
University Square Community Development District	Lee
University Village Community Development District	Lee
Valencia Water Control District	Orange
Watergrass II Community Development District	Pasco
Waterlefe Community Development District	Manatee
Westridge Community Development District	Polk

Service Approach

Service Approach
Our audit will be segmented as follows:

Phase 1:Audit Planning
Phase 2:Evaluation and Testing of Internal Controls Phase 3:Substantive Testing

Phase 4:Reporting

Phase 1: Audit Planning
Preliminary planning includes deciding on an overall strategy for the audit, obtaining an understanding of the entity and its environment, including its internal control, making an initial assessment of audit risk and materiality, and deciding on the overall timing of the engagement. We will also begin to assemble our “permanent file,” which consists of copies of organizational charts, District manuals, documents, and financial and other management systems.

We will meet with staff of the District to obtain an understanding of the
flow of transactions through your accounting system. This includes understanding your computer environment in order to comply with the requirements of AU-C 300, Planning an Audit. We will also gather information to identify fraud risks as required by AU-C 240 Consideration of Fraud in a Financial Statement Audit.

We will also perform preliminary analytical procedures and compare trends for the current and at least the two previous years for unusual fluctuations. This will include review of both budget and actual amounts.

During this planning phase, we will ask management and staff at the District to identify areas of higher risk as well as other areas that they want us to focus on during our audit. We will also provide the District with a list of all schedules to be prepared by the District.

Phase 2: Evaluation and Testing of Internal Controls and Compliance
During Phase 2, we will evaluate your control policies and procedures to determine if they are functioning properly in significant transaction classes. To gain an understanding of the procedures in place, and current internal control structure, we typically conduct interviews with staff and management involved in the specific transaction class to be tested. We then perform tests of these controls to determine with reasonable assurance that control procedures are functioning as planned and whether further testing will be needed.

As part of our tests of controls, we will include tests of compliance with applicable ordinances, and state and federal laws and regulations. In order to determine which ordinances, laws and regulations to test for compliance, we start by reviewing the FICPA Practice Aid Compliance Auditing in Florida. We then evaluate which ordinances, laws and regulations have a direct and material effect on the determination of financial statement amounts. Sample sizes are determined based upon our assessment of control risk and may be judgmental, random, or stratified, depending on the attributes of the population being tested. We will select samples from the significant transaction classes and trace from original documents through the computer system to the general ledger through the use of Data Analysis Software.

Service Approach - Continued
Phase 2: Evaluation and Testing of Internal Controls and Compliance - Continued
Our control testing includes obtaining an understanding of the computer software used by the District, and tracing sample selections through the system to determine the desired outcomes are being achieved. Our testing of Information Technology includes inquiries of appropriate personnel regarding data backups and access to District files.

After controls have been documented, evaluated and tested, we will finalize the District’s audit plan. Audit programs will be tailored to fit the specifics of the District’s accounting systems.

Phase 3: Substantive Testing
Our year-end fieldwork will focus on verifying balances in accounts. For example, we will confirm cash balances, as well as debt balances with financial institutions. In addition to obtaining audit confirmations, representation letters and attorney letters, we will perform tests on account balances using analytical procedures, recalculation and verification.

Our firm uses ProSystem fx Engagement electronic audit software which may allow us to interface with your accounting system and reduce the time required to transfer your accounting data to a separate software package. We believe it is important to use analytical review procedures in this substantive phase of the audit. We compare analytical results to our expectation of what the results should be in order to determine if additional audit procedures are required. Typical analytical procedures include expense variances with previous years and budget amounts, revenue variances with previous years and budgeted amounts.

We will keep the District’s management up to date on the progress of the audit and will discuss preliminary findings and potential problems or opportunities as we encounter them. Our approach to resolving problems encountered is to discuss with the District Manager to make sure our understanding is correct. Our process to produce a meaningful “management letter” is to review results of testing of internal controls, as well as year-end field work and draft recommendations for improvements to be discussed with management.

Phase 4: Reporting
The audit work is reviewed by the engagement partner throughout the engagement. Once the engagement partner review is complete, a second review of the financial statements is performed by the independent reviewer. This second review is required as part of McDirmit Davis’s internal system of quality control and ensures the District receives the best service possible.

We will prepare a draft of the financial statements and then issue the following:

Auditor’s report on financial statements
Report on internal control over financial reporting and on compliance and other matters based on an audit of financial statements performed in accordance with “Government Auditing Standards.
Management Letter

We will provide technical assistance to the District to meet changes in required disclosures. Once reports have been  reviewed by management and approved in final form, we will issue final reports and supply in electronic format.

Cost Proposal

Cost Proposal
We understand the requested services include audits of the District’s financial statements for the year ended September 30, 2021, with the option of four additional annual renewals. The audit will be made in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States.

McDirmit Davis, LLC is duly licensed under Chapter 473, Florida Statutes and is qualified to conduct audits in the State of Florida and audits in accordance with Government Auditing Standards.

We believe in continuing client contact throughout the year, not just during the audit. We encourage on-going client contact by not charging any fee for phone calls.

Fees include all services, including but not limited to, meals and lodging, transportation, printing and binding, telephone, fax and copies. Out of pocket expense (if any) related to charges for confirmations will be in addition to the audit fee. Invoices will be submitted as work progresses on each phase of the audit.

  Year Ended		 	Audit Fee		
September 30, 2021	$4,000	
September 30, 2022	$4,000	
September 30, 2023	$4,000	
September 30, 2024	$4,000	
September 30, 2025	$4,000	

East 547 CDD Auditor Selection	
	
Ability of Personnel (20 pts)	
Proposer's Experience (20 pts)	
Understading of Scope of Work (20 pts)	
Ability to Furnish the Required Services (20 pts)	

Price (20 pts)	
Total Points Earned	
Ranking
(1 being highest)	

2021- $11,000			
					2022- $11,300			
					2023- $11,750			
					2024- $12,000			
CRI					2025- $12,300			

2021- $4,200			
					2022- $4,400			
					2023- $4,600			
					2024- $4,800			
Grau & Associates					2025- $5,000			

2021- $4,000			
					2022- $4,000			
					2023- $4,000			
					2024- $4,000			
McDirmit Davis					2025- $4,000			

Board of Supervisors Meeting

MINUTES

MINUTES OF MEETING EAST 547
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the East 547 Community Development District was held Thursday, October 14, 2021 at 11:00 a.m. at the Offices of Highland Homes, 3020 S. Florida Ave., Suite 101, Lakeland, Florida.

Present and constituting a quorum:

Brian Walsh	Chairman
Milton Andrade	Vice Chairman
Jeff Shenefield	Assistant Secretary
Garret Parkinson	Assistant Secretary Also present were:
Jill Burns	District Manager, GMS
Sarah Warren via Zoom	KE Law Group

FIRST ORDER OF BUSINESS	Roll Call
Ms. Burns called the meeting to order and called the roll. Four Board members were present constituting a quorum.

SECOND ORDER OF BUSINESS	Public Comment Period
Ms. Burns noted that there were no members of the public present for the meeting.

THIRD ORDER OF BUSINESS	Approval of the Minutes of the September
9, 2021 Board of Supervisors Meeting and Audit Committee Meeting
Ms. Burns presented the minutes of the September 9, 2021 Board of Supervisors meeting and asked for any comments, questions, or corrections. The Board had no changes.

On MOTION by Mr. Walsh, seconded by Mr. Shenefield, with all in favor, the Minutes of the September 9, 2021 Board of Supervisors Meeting and Audit Committee Meeting, were approved.

FOURTH ORDER OF BUSINESS	Consideration	of	Resolution	2022-01
Waiving	a	Portion	of	the	Rules	of Procedure Regarding Notice of Meetings
Ms. Burns noted that legal counsel determined that the annual meeting notice is sufficient. This would waive the portion of the Rules of Procedure that requires the District to post the meetings monthly. She noted that this will save the District money.

On MOTION by Mr. Andrade, seconded by Mr. Walsh, with all in favor, Resolution 2022-01 Waiving a Portion of the Rules of Procedure Regarding Notice of Meetings, was approved.

FIFTH ORDER OF BUSINESS	Consideration of Notice of Request for
Qualifications for Engineering Services
Ms. Burns noted that this request for qualifications will go out on Monday, and the responses will be due back on Monday, November 1, 2021. Ms. Burns stated that they will place the ad, which is required by statute, but she could also send it to anyone the Board would like.

On MOTION by Mr. Walsh, seconded by Mr. Andrade, with all in favor, the Notice of Request for Qualifications for Engineering Services, was approved.

SIXTH ORDER OF BUSINESS	Staff Reports
Attorney
Ms. Warren had nothing further to report.

Engineer
There being none, the next item followed.

District Manager’s Report
Check Register
Ms. Burns presented the check register from September 1st through October 8th totaling

On MOTION by Mr. Walsh, seconded by Mr. Andrade, with all in favor, the Check Register totaling $10.705.04, was approved.

$10,705.04 and asked for a motion to approve.

Balance Sheet & Income Statement

Ms. Burns stated that the financial statements through August 31st were included in the packet for review, adding that there was no action necessary.

Ratification of Summary of Series 2021 (AA1) Requisitions #13 to #18
Ms. Burns stated that the order had already been approved and just needed to be ratified.

On MOTION by Mr. Walsh, seconded by Mr. Andrade, with all in favor Series 2021 (AA1) Requisitions #13 to #18, were ratified.

SEVENTH ORDER OF BUSINESS	Other Business
There being none, the next item followed.

EIGHTH ORDER OF BUSINESS	Supervisors	Requests	and	Audience
Comments
A Board member noted that the budget is developer funded and asked if they had an idea of what the budget would be as far as an O&M assessment. Ms. Burns noted that she would calculate that number and send it to him.

NINTH ORDER OF BUSINESS	Adjournment
Ms. Burns adjourned the meeting.

On MOTION by Mr. Andrade, seconded by Mr. Shenefield, with all in favor, the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

SECTION IV

REQUEST FOR QUALIFICATIONS

ENGINEERING SERVICES
East 547 Community Development District

NOVEMBER 05, 2021

Dewberr y·I

Dewberry Engineers Inc. 800 N. Magnolia Ave, Suite 1000
Orlando, FL 32803

407.843.5120
407.649.8664 fax
www.dewberry.com

November 5, 2021

East 547 Community Development District
Attn: Governmental Management Services - Central Florida, LLC c/o Jill Burns (District Manager's Office)
219 E. Livingston Street Orlando, Florida 32801

RE: Request for Qualifications (RFQ) for Engineering Services for the East 547 Community Development District

Dear Ms. Burns,

Our firm has put together a strong, focused, and experienced team to deliver each task under this contract efficiently and effectively. Dewberry has served as the District Engineer for over 25 Community Development Districts (CDDs} in Florida, which allows us to provide the East 547 with the unique experience, familiarity, and understanding of the type of services that will be requested.

Dewberry's Florida operation is backed by the resources and stability of a national firm and specializes in site/civil, environmental, utility infrastructure, transportation engineering, surveying, and land development services. Dewberry has 15 office locations and over 300 employees in Florida, allowing us to bring expertise, qualifications, and resources to clients throughout the state. Dewberry's depth of professional resources and expertise touches every aspect of the District's ongoing needs. From 200 acres to close
to 10,000 acres, we offer the District a solid team built on past experience to efficiently address the associated scope of work, as well as the added depth of services involving engineering, environmental, surveying, and construction management for a full service approach.
We have extensive knowledge and understanding of the East 547 and are able to provide the specific assignments noted in your RFQ. We understand the needs of the District because we are currently the Interim District En gineers.
Dewberry currently has no conflicts with any homebuilder within East 547. Although our past history with numerous CDDs speaks for itself, we are committed to proving ourselves as a valuable partner to provide engineering services to East 547.
It would be our privilege to serve as the District Engineer. We appreciate this opportunity to provide information about our capabilities and welcome the possibility to personally expand upon them.

Rey Malave, PE
Associate Vice President
321.354.9656 I rmalave@dewberry.com

PAGE 1 0 F 1

SECTION 1: Standard Form 330

ARCHITECT - ENGINEER QUALIFICATION
PART I - CONTRACT-SPECIFIC QUALIFICATIONS

S

CONTRACT INFORMATION
TITLE AND LOCATION (City and State)

Request for Qualifications for Engineering Services for East 547 CDD (Polk County, FL)

 	l	

PUBLIC NOTICE DATE
October 18, 2021

3 . SOLICITATION OR PROJECT NUMBER
N/A

ARCHITECT-ENGINEER POINT OF CONTACT

 	
NAME AND TITLE
Rey Malave, PE, Associate Vice President
NAME OF FIRM
Dewberry Engineers Inc.
TELEPHONE NUMBER
321.354.9656

FAX NUMBER
407.649.8664

 	

EMAILADDRESS
rmalave @d ewberry.com

PROPOSED TEAM

(Check)

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9. FIRM NAME

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Dewberry Engineers Inc.

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800 North Magnolia Avenue, Suite 1000
Orlando, FL 32803

10. ADDRESS

11. ROLE IN THIS CONTRACT

a.	X

CHECK IF BRANCH OFFICE

District Engineer; Assistant District Engineer; Transportation; Stormwater Management; Water/ Wastewater; Environmental Permitting; Surveying and
Mapping; Landscape Architecture/ Planning; Construction Administration

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(Complete this section for the prime contractor and all key subcontractors.)

ORGANIZATIONAL  CHART  OF PROPOSED  TEAM	00 (Attached)

AUTHORIZED  FOR LOCAL REPRODUCTION	STANDARD FORM 330 (REV B/2016) PAGE 1

ORGANIZATIONAL CHART OF PROPOSED TEAM

EAST 547 CDD

Rey Malave, PE

Peter Armans, PE

'	-	--·	-	-	-	-	-	- -
ENGINEE°RiNG TEAM

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_	-	•

Transportation
Joe Keezel, PE
Sr. Roadway Engineer
Marybeth Morin, PE
Sr. Structural Engineer

Stormwater Management
Sean Carrigan, PE
Sr. Stormwater Engineer

Utilities Jose Pereira, PE Sr. Utility Engineer

Environmental/Permitting
Nicole Gough, Pws
Sr. Environmental Scientist

'b
Bill Donley, PSM
Sr. Surveyor

Lanes

Michael Urchuk, RLA
Sr. Landscape Architect
Sarah Maier
GIS Technician/Planner

Constr	·	tration
Barry Roy
Construction Inspector

"OUR TEAM'S EXPERIENCE AND COMMITMENT WILL PROVIDE EAST 547 CDD WITH THE CONSISTENT, QUALITY SERVICES REQUIRED TO SUCCESSFULLY SERVE THIS
CONTRACT."
- REY MALAVE, PE
DISTRICT  ENGINEER

NAME
Rey Malave, PE

(Complete one Section E for each l<ey person.)
ROLE IN THIS CONTRACT

District Engineer

YEARS EXPERIENCE

a. TOTAL	b. WITI-1 CURRENT FIRM

FIRM NAME AND LOCATION (City and State)

 		-- - -	-

., 	41	., 		41

Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
MBA/Business Administration; BS/Civil Engineering

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
FL Professional Engineer #31588

OTHER PROFESSIONAL QUALIFICATION S (Publications, Organizations, Training, Awards, etc.)

Rey Malave has 41 years of experience in civil engineering design, and a diversified background in the design and permitting of infrastructure systems including airports, golf courses, commercial developments, and industrial developments, as well as being District Engineer for over 25 CDD's and Improvement Districts. His areas of expertise include stormwater management systems, water distribution systems and wastewater  facilities, effluent disposal systems, sanitary sewage collection  systems, mass grading of sites, and master community development. He also has experience in the design, permitting. and management of construction administrative efforts for very large developments.  Additionally, he is experienced in the  preparation  of paving and grading plans for roadways and parking facilities. He has managed and participated in the planning and design of nine major Developments of Regional Impact (DRls) as well as many large and complex projects ranging from 1,600 AC to over 4,500 AC. He has extensive knowledge of permitting requirements and has developed a rapport with permitting agencies including the Florida Department of Environmental Protection (FDEP), Florida Department of Transportation (FDOT), Florida Water Management Districts, and other local agencies.

TITLE AND LOCATION (City and State)
Dowden West CDD (Orlando, FL)

19 RELEVANT PROJECTS

1--- -,-, ---c-c.,,,-,..,,-,,.,,.-- --=-	-

YEAR COMPLETED PROFESSIONAL    SERVICES	,  CONS	TRU

- - - - - - -

CTION (If applicable)

Ongoing	1	N/A

BRIEF DESCRIPTION (Brief scope, size, cost, etc) AND SPECIFIC ROLE

X Check if project perfonned with current firm

District Engineer. Dowden West is a 736-acre master planned, residential community, consisting of 1,446 residential units and divided into 10 villages. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and survey.

TITLE AND LOCATION (Crty and State)

 	
j,	_)YAR COMPL_ET_E  D _     _     _     _     _     _

I

Covington Park COD (Hillsborough County, FL)

jPROFESSIONAL SERVICES

CONSTRUCTION (If applicable)

-------------

Ongoing	.
 	X	

N/A

(3 ) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

Check ifpr- o  j  -ec-t  pe   rof-r_m_  ed  w-  it- h cu- rr-e_n_ t   firm  	_

District Engineer. As District Engineer, our services include planning, civil engineering, roadway design, stormwater design, environmental/permitting, landscape architecture, survey, and construction administration.

TITLE AND LOCATION (City and State)
Deer Run CDD (Bunnell, FL)

YEAR COMPLETED
>-- -    -    -    - -,----   -   -	- - - -------
PROFESSIONAL SERVICES	CONSTRUCTION (If applicable)

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

- -	- .

Ongoi _n g 		 	
X Check if project performed with current firm

Ongoing

District Engineer. Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors. Specific assignments include planning, preparing reports and plans, surveying designs, and specifications for water management systems and facilities, water and sewer systems and facilities, roads, landscaping, recreational facilities, and street lighting.
TITLE AND  LOCATION  (City and Slate)	--	>-- -   -  -   -	(2) YEAR COMPLETED
Lakewood Ranch CDDs 1, 2, 4, 5 and 6 (Sarasota and Manatee County, PROFESSIONAL SERVICES	· CONSTRUCTION (If applicable)

I	FL)

_ _ _

_ _ _ _

_ _ _ _

_ _ _ _

_  _	Ongoing	Ongoing	  

(3) BRIEF DESCRIPTION (Brief scope , size, cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm
District Engineer. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County.
Established in 1995, there is an 8,500-acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, hospital and medical center, three different golf courses, as well as an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trail, community parks, lakes, and nature preserves abundant with native wildlife.
As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County, and approval of all development and construction activities .

NAME

Peter Armans, PE

(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL	b WITH CURRENT FIRM
12	2

ROLE IN THIS CONTRACT

Assistant District Engineer

15. FIRM NAME AND LOCATION (City and State)

16. EDUCATION (Degree and Specialization)
BS/Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (Slate and Discipline)
FL Professional Engineer #87064; OSHA Construction Safety 10 Hour; Erosion & Sediment Control Certified

Dewberry Engineers Inc. (Orlando, FL)
18. OTHER PROFESSIONAL QUALIFICATIONS (Publications. Organizations, Training, Awards, etc.)

Peter Armans has 12 years of experience in the planning, design, rehabilitation, condition assessment, and construction management of water distribution systems, sewer conveyance systems, and stormwater management systems. He provides oversight and review for various inspection technologies and methodologies and has in-depth experience with scoping, budgeting, advertising, and negotiating construction activities and contracts.

I(1)   TITLE AND LOCATION (City and Stale)

19 RELEVANT PROJECTS

YEAR COMPLETED	 	

VillaSol COD (Osceola County, FL)	PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable)
N/A

-a	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

X Check if project perfomied wilh current fimi

. (1) TITLE AND LOCATION (City and State)

(2) YEAR COMPLETED

Country Greens COD (Sorrento Springs Planned Development)

PROFE-S -S10- N AL SE-RV-IC_E_S

CONSTRUCTION (If applicable)

Construction Inspector. As District Engineer, Dewberry 's services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities, street lighting, and inspection services.
 		 I 

(Sorrento, FL)

-    -    -	---+

Ongoing	_;

NIA

BRIEF DESCRIPTION (Btief scope, size, cost, etc.) AND SPECIFIC ROLE

X Check if project performed wilh current fimi

Construction Inspector. Sorrento Springs is a 680 -acre planned development within the Country Greens CDD Lake County,
Florida. Developed by Hewitt Properties, Inc., the project contains 678 single-family lots, and an 18-hole golf course and
clubhouse facilities. The Country Greens CDD encompasses the entire 680 acres, and will construct. operate, and maintain

(2) YEAR COMPLETED

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable)
 	NIA 

infrastructure to support the Sorrento Hills community. Our firm provided master planning for the community, which included the development of all "green areas " tied to the golf course and clubhouse. We developed a Community Park area that provided the entire Village a pool area and rustic style centered community building. As the CDD Engineer, our services included engineering, planning, surveying, permitting, landscape architecture, owner coordination  with the  City of  Eustis and Lake County, and approval of all development and construction activities.
TITLE AND LOCATION (City and State)
Viera East COD (Brevard County, FL)

(3) BRIEF DESCRIPTION (Brief scope, size. cost. etc) AND SPECIFIC ROLE	X Check if project performed wilh current firm

Construction Inspector. Viera has 2,000 single-family units, 900 multi-family units, and over 20,000 square feet of commercial and retail space. With over 600 acres of existing on-site wetlands and lakes, Dewberry permitted the stormwater drainage and wetland modifications of the master stormwater system that consisted of lakes and wetlands to provide storage through the St. Johns River Water Management District (SJRWMD) and Brevard County. As District Engineer, our services include civil engineering, environmental/permitting, planning, surveying, and construction administration.
-  -  -  -  -  - - - - -----

TITLE AND LOCATION (City and State!
Deer Run COD (Bunnell, FL)

(3BR)IEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

I	(2)          YEAR COMPLETED	 	
I   PROFESSIONAL SERVICES	CONSTRUCTION (If applicable)
Ongoing	Ongoing      
X Check if project performed wilh current firm

Construction Inspector. Dewberry serves as the current District Engineer for this +/- 602-acre Master Planned Golf
Community with 749 units. Our services include attending monthly District Board meetings, processing of pay requisitions and construction pay applications , and providing general consulting services and input to the Board of Directors. Specific assignments include planning, preparing reports and plans, surveying designs and specifications for water management systems and facilities, water and sewer system and facilities, roads, landscaping, recreational facilities, and street lighting.

TITLE AND LOCATION (City and State)

 	
,	(2) YEAR COMPLETED

Montecito COD (Brevard County, FL)

PROFESSIONAL SERVICES

CONSTRUCTION (If applicable)

 		Ongoing	 	
 
(3)   BRIEF DESCRIPTION (Brief scope, size. cost. etc.) ANO SPECIFIC ROLE	heck if project performed wilh current firm

N/A

Construction Inspector. Montecito CDD is located in Brevard County in Satellite Beach, Florida. This project consists of 450 acres containing 749 units. Our services include engineering, surveying and construction administration.

12 NAME

Joe Keezel, PE

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degre e and Specialization)
BS/Environmental Engineering

(Complete one Section E fo1 each key person)

	14 . YEARS EXPERIENCE	
	a. TOTAL
25	b. WITH CURRENT FIRM
5	

13. ROLE IN THIS CONTRACT

Senior Roadway Engineer

17 CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
FL Professional Engineer #57501

18 OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards. etc.)

Joe Keezel has more than 25 years of experience designing major transportation systems and thoroughfares, working primarily on FOOT projects. He has managed several major highway projects, including a capacity project that widened a rural four-lane state highway to an urban six-lane section; replaced twin bridges; and updated drainage, signing, pavement markings, and signals. He was project manager for two districtwide contracts and prepared construction documents for more than 10 resurfacing, restoration, and rehabilitation projects ranging from two-lane rural to multi-lane urban. Joe also prepared several designs with limited survey using
as-built plans, right-of-way (ROW) maps and SLD's, as well as prepared several projects with SMART plans and letter sets, all of which have been constructed with no claims.

TITLE AND LOCATION (City and State)

19 RELEVANT PROJECTS

YEAR COMPLETED

FOOT District Five, Continuing Engineering Services - Roadway Design (Multiple Counties, FL)

PROFESSIONAL SERVICES
2020

CONSTRUCTION (If applicable)
Ongoing

BRIEF DESCRIPTION (Briel scope, size, cost, etc.) AND SPECIFIC ROLE

X1Check if project performed with currentftrm       	

Project Manager. Through our continuing services contract with District Five, Dewberry's task work orders included intersection improvements, resurfacing, lighting, signalization, and all tasks associated with highway design projects. Our traffic design services included signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design, and traffic studies. Joe served as Project Manager for the following projects:
State Road (SR) A1A at SR 520  Intersection Improvements, Brevard County, FL -  This project improved the intersection for pedestrians and northbound left turning  motorists  by  removing  the  free  flow right turn  lanes, realigning the east approach, and extending the northbound dual left turn lanes at the intersection of SR A1A and SR 520 in
accordance with PPM Vol I Chapter 25. Also included in the project was the extension of the existing northbound left turn lane at the intersection of SR A1A and Canaveral Plaza Boulevard (Marion Lane).
SR 5 at Matanzas Woods Parkway, Flagler  County, FL -  This project involved the design of a multi-lane roundabout  at the intersection of SR 5  (US 1) and  Matanzas Woods Parkway. The project also included updating pedestrian features at  the intersection.
Dallas Pond Re-Design, Marion County, FL - This project was to re-design the existing pond that was out of compliance for water quality treatment. Also included in the project was the extension of the outfall and acquisition of drainage easements for future maintenance of the complete drainage system.
SR 472, Volusia County, FL - This project rehabilitated the asphalt pavement to extend the longevity of the roadway. The intent of the project was to mill and resurface the roadway, including necessary roadside improvements, in accordance with PPM Vol I Chapter 25. The project is located in Volusia County on SR 472 from MP 0.376 to 2.931. The limits of the project included the SR 15 interchange ramps .
·-   -   - ·

TITLE AND LOCATION (City and State)

----(2) YEAR COMPLETED

CFX, General Engineering Consultant (Multiple Counties, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (II applicable)
N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

X   Check if projecl performed wilh currenl firm-------

Senior Roadway Engineer. Dewberry currently serves as a general engineering consultant to the CFX. In order to support the delivery of CFX's $2.5 billion, five-year work plan, the scope of services that Dewberry is performing as the general engineering consultant are categorized into seven tasks: bond financing support, engineering/design support, planning support, maintenance program support, general planning, work plan support, and multimodal/transit support.

TITLE AND LOCATION (City and State)
FOOT District One, 1-4 Beyond the Ultimate, Segment 5 (Polk County,

YEAR COMPLETED
_,_P_RO- _FE_S S- 1 0- N- _A L_ S_E R- V- I_CE_ S  _	·1CON_ST_ R_U C- _T I_O_N (l/-   a-pp-tic-ab- l-e )

FL)	 	
BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

-      -      -    -     -	--;----,-	Ongoing	Ongoing _

!

, X Check if project performed with current firm

C.		Lead Roadway Engineer. This segment is a 4.5-mile section from West of SR 25/US 27 to west of County Road (CR) 532 (Polk/Osceola County Line) in Polk County, including the US 27 Interchange. The proposed I-4/US 27 interchange is a full service partial cloverleaf interchange with loop ramps in the northwest and southeast quadrants . Eleven new bridges, substantial modifications to the ramp terminal intersections, and improvements along US 27 are proposed with this project.

NAME

1 3 . ROLE IN THI S CONTRACT

YEARS EXPERIENCE

TOTAL	b. WITH CURRENT FIRM

Marybeth Morin,  PE-     -   -   -   -   -   -   -   -   -   -	-
1
FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)

Sen ior   Structural Engineer

----25-   ----

23 ---

16 . EDUCA TION (Deg ree and Specialization)
BS/Civil Engineering

 	
·1·1 7. C UR RENT PROFESSIONAL REGISTRATION (State and Discipline)
FL Professional Engineer #57547

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

Marybeth Morin has 25 years of experience in structural design of transportation structures. She is responsible for the design and plans production of projects from the preliminary stages to final design. These projects include minor grade separations, water crossings, and interchanges . She has experience in AASHTO and Florida I-Beam girders, precast-prestressed slab units and steel I-girders. She also has experience in alternatives development, design-build work, and miscellaneous structures. Miscellaneous
structures include sign structure , mast arm, noise, buffer and retaining wall, box culvert, and strain pole foundation design. Marybeth is responsible for project design, coordination, and plans production .

I I (1) TITLE AND LOCATION (City and State)

19 RELEVANT PROJECTS

(21 YE AR CO MPL ETED

Live Oak Lake CDD (Twin Lakes Development) (Osceola County, FL)

PROFESSIONAL SERVICES
2019

CONSTRUCT ION (If applicabel )
N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

X   Check if project performed with current firm--------

a.

Senior Structural Engineer. Live Oak Lake COD is a multi-phased, active adult community consisting of residential units, green open space tracts with community facilities, and a community  amenity center. Marybeth was responsible for the design and overseeing the  construction of the vehicular bridge that crosses existing Bullis Road, connecting the northern pool and amenity area with the remainder of the development. The bridge is a single span FIB-36 with spread footing , which reduces vibration and cost, MSE walls with concrete drainage ditch, and splash pads for run off. The bridge utilizes a custom
railing with stone veneer, architectural finishes, and custom planters for a high level aesthetic result.
---- ------

(  TI)TLE AND LOCATION (City and State)

-  -  -  -  -  -  --(2-)-YE-A R CO-M P-LET-ED-  -  --  -  - -   -

CFX, Wekiva Parkway (Orange County, FL)

PR OFESSIONAL SERVICES
2015

C ONSTRUCTION (If applicable)
2017

(3) BRIEF DESCRIPTION (Brief scope, size. cost, etc.) AND SPECIFIC ROLE	X Check if project performed with current firm

Senior Structural Engineer. The Wekiva Parkway (SR 429) is a new alignment, high-speed, limited access facility in northwest Orange County. Segment 203 extends from just north of Ponkan Road to north of Kelly Park Road, a distance of approximately 2.2 miles. The project includes bridge structures over the Lake Victor floodplain, a future access road, and Kelly Park Road. A partial cloverleaf interchange will be provided at Kelly Park Road . The project includes modifications to seve ral local arterials and off-site stormwater management facilities .
-+·	- - - --
TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED

FOOT, FTE, Suncoast Parkway 2, Section 2 (Citrus County, FL)
1

PROFESSIONAL SERVICES
2016

CONSTRUCTION (If applicable)
2020

(3) BRIEF DESCRIPTION (Brief scope, size, cost. etc.) AND SPECIFIC ROLE

--  -	X Check if project performed with current firm

Senior Structural Engineer. This section of the Suncoast Parkway 2 Project is for the design of a new roadway and is located from south of Grover Cleveland Boulevard to north of CR 486 , for a distance of appro ximately 8.5 miles. This new alignment project includes a major intersection and several county road crossings ; traversing through heavy wooded areas, borrow pits, and subdivisions. Marybeth was responsible for bridge design and plans production .

TITLE AND LOCATION (City and State,

,	(21_YEAR COMPLETED

FOOT District Three, SR 20 over Chipola River Bridge (Calhoun
County, FL-')- 	_

PROFESSIONAL SERVICES
2010

I CONSTRUCTION (If applicable)
2015

(3) BRIEF DESCRIPTION (Brief scope , size, cost, elc .JAND SPECIFIC ROLE

JL. Check if project performed with current firm

Senior Structural Engineer. This project involves the design of the replacement for the existing SR 20 bridge over Chipola

Jl	

River in Calhoun County. The existing bridge, constructed in 1941, is structurally deficient and functionally obsolete . The replacement structure will have fewer spans than the existing structure to expedite construction and improve the
aterway . The bridge is located in an environmentally sensitive area with two protected species known to exist within the roject limits. A permanent shifted alignment for the new bridge, as well as the use of a temporary bridge structur e, was nvestigated for maintenance of traffic during construction.
-	- -  -	-

NAME

Sean Carrigan, PE

ROLE IN THIS CONTRACT

14. YEARS EXPERIENCE
a. TOTAL	b. WITH CURRENT FIRM
15	3

Senior Stormwater Engineer

 	

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION /Degree and Specialization)
BS/Civil Engineering

CURRENT PROFESSIONAL REGISTRATION (Stale and Discipline)
FL Professional Engineer #73041

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

Sean Carrigan has 15 years of experience in roadway drainage design, including erosion control, environmental  permitting, and PD&E studies on various roadway projects for FOOT, as well as municipal government clients throughout Florida. Sean's key expertise is in the design of open and closed drainage collection systems, culverts, and stormwater management facilities,
performing hydrological/hydraulic analysis for the design and construction of transportation projects, assisting in the coordination and compiling of environmental permitting applications for the approval by permitting agencies. He is skilled in the utilization of MicroStation, ASAD, ICPR, PONDS Modeling , Hy-8, HEC-RAS, GeoHEC-RAS, Culvert Service Life Estimator, Win-TR55, GeoPak Drainage, Corridor Modeling, BMPTRAINS, Bluebeam and Microsoft Office.

\1) TITLE AND LOCATION (City and State}

19 RELEVANT PROJECTS

YEAR COMPLETED

West Villages Improvement District (Sarasota County, FL)	PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable)
N/A

BRIEF DESCRIPTION (Brief scope, size, cost, etc) AND SPECIFIC ROLE

 	
X [ Che if pro ject performed with current firm

:=l:	 	

Senior Drainage Engineer. The West Villages Improvement District (" District "), located in the City of North Port and unincorporated Sarasota County, Florida . The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork; water and sewer facilities and infrastructure (including water treatment plants and wastew ater treatment plants); stormwater management, drainage facilities, and infrastructure; roadways, signalization improvements, and parking facilities.
TITLE AND LOCA_T_OI N-  (City and State)	(2)   YEAR COMPLETED
FDOT District Five, SR 5  at  Matanzas Woods Parkway (Flagler County, PROFESSIONAL SERVICES	CONSTRUCTION (If applicable/

FL)

_   _   _   _   _   _  _	 	

2019	1	Ongoing      

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X I  Check if project performed with _cu_rr_en_t_firm 	
Senior Drainage Engineer. Through our continuing services contract with District Five, this project involved  the  design  of  a multi-lane roundabout at the intersection of SR 5 (US 1) and Matanzas Woods Parkway. The project also included updating
pedestrian features at the intersection.
_[	 		 		 	
TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED

FDOT District Five, SR A1A at SR 520 Intersection Improvements

(3) BRIEF DESCRIPTION (Brief scope, size. cost, etc.) AND SPECIFIC ROLE	X   Check if project performed with cur_re_n_t firm       _
Senior Drainage Engineer. Through our continuing services contract with District Five, this project improved the intersection for pedestrians and northbound left turning motorists by removing the free flow right turn lanes, realigning the east approach, and extending the northbound dual left turn lanes at the intersection of SR A1A and SR 520 in accordance with PPM Vol I Chapter 25. Also included in the project was the extension of the existing northbound left turn lane at the intersection of SR A1A and Canaveral Plaza Boulevard (Marion Lane),	
(1) TITLE AND LOCATION (City and State}	(2) YEAR COMPLETED	
FDOT District One, 10th Avenue Complete Streets Feasibility and
PD&E Study {Manatee County, FL)	PROFESSIONAL SERVICES
Ongoing	I CONSTRUCTION (If applicable)
N/A	
(3) BRIEF DESCRIPTION (Brief scope, size, cost. etc)AND SPECIFIC ROLE		

1 (Brevard County, FL)

PROFESSIONAL SERVICES
2019

CONSTRUCTION (If applicable)
O_ngoing

 	

C.

X i Check 1f proJect performed with current firm
Senior Drainage Engineer. This study develops and evaluates complete street improvements along 10th Avenue from Riverside Drive to 17th Street West in the City of Palmetto to enhance multimodal mobility along the corridor. The approximately 1.1-mile study proposes complete street applications such as wider sidewalks , bicycle lanes, multimodal
paths, enhanced transit amenities, reconfigured on-street parking, traffic calming measures, streetscaping aesthetics, and stormwater control features.
TITLEAND LOCATION (City and State)	(2) YEAR COMPLETED

FDOT District Five, SR 436   Milling and Resurfacing (Seminole County,  --P_R_O_F_E_SS_ I O-_NA_ L_ S_ E_R_V_I C_E S

CONSTRUCTION (If applicable)

FL)

2019

Ongoing

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.)AND SPECIFIC ROLE

X : Check if project performed with current firm     	

Senior Drainage Engineer. This project involves adding proposed dual left turn lanes at the intersection of SR 436 and Ronald Reagan Boulevard . The purpose of the project is to improve traffic flow, safety, and mobility at the intersection.

NAME

Jose Pereira, PE

ROLE IN THIS CONTRACT

Senior Utility Engineer

TOTAL

YEARS EXPERIENCE
WITH CURRENT FIRM

FIRM NAME AND LOCATION (Ci ty and State)
Dewberry Engineers Inc. (Panama City,  FL)
EDU CATION (Degree and Specialization)
MS/Environmental Engineering; BS/Civil Engineering

32	28

17 CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
FL Professional Engineer #82808

 	
OTHER PROFESS IONAL QUALIFICATIONS (Publications, Organizations, Training. Awards, etc.)

Jose Pereira has 32 years of professional experience in the field of environmental engineering, including the design of water treatment and wastewater collection , pumping , and treatment facilities; pilot-scale and laboratory-scale treatabilities studies ; and water and wastewater wet chemistry analysis. He has been actively engaged in the planning, design, construction engineering , and start-up services for numerous municipal wastewater treatment collection, pumping and treatment systems. Many of these facilities have included innovative treatment processes such as nitrification, de-nitrification, bio-selectors, and other biological nutrient removal. To accommodate new development, Jose has planned and designed entire wastewater collection systems that
have included interceptor sewers up to 72 inches in diameter, wastewater pumping facilities, and in-system flow equalization storage basins as large as 16 million gallons .

(1) TITLE AND LOCATION (City and State)
Lakewood Ranch CDDs 1, 2, 4, 5, and 6 (Manatee, County, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable-) -
Ongoing

a.

(3) BRIEF DESCRIPTION /Brief scooe. size. cost. etc. JAND SP E CIFIC ROLE

X Check if project performed with curren t firm

Project Engineer. As District Engineer, our services include water distribution, sanitary sewer collection, and reuse water
distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and survey.

T ITLE AND LOCATION (City and State)
West Villages Improvement District (Sarasota County, FL)

(3) BR IEF DESCRIPTION (Brief scope, size. cost, etc.)AND SPECIFIC ROLE

(2) YEAR COMPLETED
PROFESS  -_I O_N_A L- _SE_ RV I C E S	_   C_O_N- _T_RS_ U_ C-T_I O_ N_  (_ /f_ap_p l-ica-b- le- )
0   ngoing	N/A
X Check if project performed with current firm

Project Engineer. The West Villages Improvement District ("District ") is located in the City of North Port and unincorporated Sarasota County, Florida . The District encompasses approximately 8,200 +/- acres of land within the City of North Port
and 3,300 +/- acres in unincorporated Sarasota County. The services included earthwork; water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants); stormwater management, drainage facilities , and infrastructur e; roadways, signalization improvements, and parking facilities ;.

TITLE  AND  LOCATION (City and Slate)	- - - 1

YEAR COMPLETED

,.ghway 390 Wate,/Wastewate, Relocation (Panama Oty  Beach, FL)	r;  e,es,s o .csee,,m	" "  ""'", o ""'"'"""'
2018	N/A    	

BRIEF DESCRIPTION (Brief scope, size, cos/, etc.) AND SPECIFIC ROLE	ck if project performed with current firm
Project Manager. The Panama City Water and Wastewater System Relocation Project included relocation of the City owned utilities that were in conflict with the proposed improvements  and to  tie into the proposed utilities for the FDOT Highway 390 Widening Project. The City was required to relocate their water and wastewater infrastructure due to the FOOT Highway 390 widening project. The project included the installation of approximately 4,400 LF of 12", 8", 6" and 2" water mains. fire hydrants, valves, fittings and new potable water services.

TITLE AND LOCATION (City and Stale)

 	
) YEAR COMPLETED

Wastewater Improvements (Parker, FL)

PROFESSIONAL SERVICES
 		2017

CONSTRUCTION (If applicable)
 	On oin 

BRIEF  DESCRIPTION  (Brief  scope, size,  cost,  etc.) AND SPECIFIC ROLE	X Check if proJe c t p erformed with current firm
-------
d.	Project Engineer. Dewberry worked with the City of Parker to inspect  the condition of the City's existing  wastewater  system and to identify areas that required upgrades and replacement. Dewberry prepared a Facilities Plan with recommendations , projected costs, and priorities for improvements and assisted the  City  in  securing  funds  through  the  SRF.  The  work consisted of design for appro ximately 7,000 LF of sewer  force main replacement  ,  2,450  LF of  directional  bores, lift station upg rades , and manhole rehabilitation .

12. NAME
Nicole Gough, PWS

1 5 . FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. {Orlando, FL)

(Complete one Section E for each key person)
13. ROLE IN THIS CONTRACT
Senior Environmental Scientist

a. TOTAL
23

14. YEARS EXPERIENCE
b. WITH CURRE NT FIRM 5

 	

16 . EDUCATION (Degree and Specialization)
BS/Parks and Recreation/Resource Management, Specialization in NPS Level II Law Enforcement

17 CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
Professional Wetland Scientist #2585; FL Certified Prescribed Burn Manager #20144567; FL Certified Pesticide Applicator #PB11275; FL
Certified Stormwater Management Inspector #3799; Railroad Worker 's Safety Certified ; Federal Red Card

18. OTHER PROFESSIONAL QUALIFICATIONS ( Publications, Organizations, Training, Awards, etc.)
Nicole Gough has 23 years of experience in project management related to ecological evaluation, planning, permitting, and  oversight of regional transportation and infrastructure projects, large agricultural projects, and land development. Nicole previously served as a wetlands biologist and regulatory reviewer for both the South Florida Water Management District (SFWMD) and SJRWMD. While working with both private and public entities, Nicole has garnered extensive permitting experience in all aspects of federal, state, and local permitting , including National Pollutant Discharge Elimination System {N PDES). Additional expertise includes
threatened and endangered species surveys, wetland determinations, biology, botany, conservation biology, ecology, emergency management, Endangered Species Act compliance for Letter of Map Revision (LOMR)/Conditional Letter of Map Revision (CLOM R), GIS data collection and mapping, preparation of technical specifications and contract documents, and stakeholder coordination/ facilitation .

( 1) TITLE ANO LOCATION (Cr/y and State/
Narcoossee CDD (Orlando, FL)

19 RELEVANT PROJECTS

,---	 	
(3) BRIEF DESCRIPTION (Brief scope, size, cos,t etc.)AND SPECIFIC ROLE

X Check if project performed with current firm

t2) YlcAR COMPLETED

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicao7­;,)
N/ A

Environmental Scientist. The Narcoossee CDD is located in Orlando, Florida, and consists of approximately 416 acres. The project is projected to have 540 single-family units, 860 multi-family units, and 278,000 square feet of retail and office space. The Narcoossee CDD encompasses the entire 416 acres, and will construct, operate, and maintain infrastructure to support all of its communities. As the CDD Engineer, our services include engineering evaluations, owner coordination with City of Orlando and Orange County, and approval of all development and construction activities.
TITLE AND LOCATION (City and State)	(2) YEAR COMPLETED

I

Live  Oak  Lake COD (Twin Lakes Development)  (Osceola  County, FL)	PROFESSIONAL SERVICES	CONSTRUCTION ( If applicable)
Ongoing	N/A
1 (3) BRIEF DESCRIPTION (Brief scope, size, cos,t e tc.) AND SPECIFIC ROLE	X Check projecl performed with current firm
Environmental Scientist. Live Oak Lake CDD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center located just off of Live Oak Lake. Phases
1 - 8 consists of a mix of 50', 70' and duplex units totaling 2,023 units. Dewberry's services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master upsizing agreements, and construction administration.
TITLE ANO LOCATION (City and State)	(2) YEAR COMPLETED
Lakewood Ranch CDDs 1, 2, 4,  5, and  6  {Sarasota and  Manatee County,  PROFESSIONAL SERVICES   -    _,_-c_o_N_ST_R_u_c_T1_oN- (-,1 a-p-p1-;cab-l-   e-)
FL)	 	,	Ongoing	Ongoing
(3) BRIEF DESCRIPTION (Brief scope, size, cost. e tc.) AND SPECIFIC ROLE	X I Check if project perfonnedwilh current firm
Environmental Scientist. Lakewood Ranch is an unincorporated 17,500-acre community in Sarasota and Manatee County.
C.		Established in 1995, there is an 8,500 -acre master planned community within the ranch, consisting of seven villages with a variety of housing types and five CDDs. It contains A-rated schools, shopping, business parks, hospital and medical center, three different golf courses, as well as, an athletic center with fitness, aquatics, and lighted tennis courts. Lakewood Ranch has over 150 miles of sidewalks and trail, community parks, lakes, and nature preserves abundant with native wildlife.

(1) TITLE ANO LOCATION (City and State)
Montecito CDD (Brevard County, FL)

- - ---------

(2) YEAR COMPLETED

-I-P--RO-_FE_ S_ S I -ON-_A_L S-E R- V-_1C_E S	CONSTRUCTION ( If applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cos/, etc.) AND SPECIFIC ROLE

Ongoing
X Check if project performed wilh currentfirm

Ongoing

Environmental Scientist. Montecito CDD consists of 450 acres containing 749 units. Our services include engineering. environmental, surveying, and construction administration .

As District Engineer, our services include engineering, planning, surveying, permitting, landscape architecture, owner coordination with City/County , and approval of all development and construction activities.

d.

NAME

Bill Donley, PSM

ROLE IN THIS CONTRACT

14. YEARS EXPERIENCE
a. TOTAL	b. WITH CURRENT FIRM
39	20

Survey Manager

FIRM NAME AND LOCATION (Ci ty and srate)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specializarion)
BS/Finance

CURRENT PROFESSIONAL REGISTRATION(State and Discipline)
FL Professional Surveyor and Mapper #5381

 	
OTHER PROFESSIONAL QUALIFICATIONS (Publications . Organizations, Training, Awards, etc.)

Bill Donley has 39 years of experience in the surveying and mapping arena . He has successfully completed control surveys, design and ROW surveys and mapping, utility designation, excavation and utility mapping projects, as well as hydrographic and mean high water surveys throughout the state. He has managed over 400 public and private roadway projects, design-build endeavors, and continuing service contracts.

TITLE AND LOCATION (City and State)
Dowden West COD (Orlando, FL)

19 RELEVANT PROJECTS

I	(2) YEAR COMPLETED

-   -   -   -   -   -   -   -   -   -   -   -   -   -	---<>· --- -   -  0_ng o_ i_ng   -   -	     N_/ A_  	

_

I

IPROFESSIONAL SERVICES	CONSTRUCTION  /If ;;pplicable)-

(3) BRIEF DESCRIPTION (Briel scope, size, cost, etc.) AND SPECIFIC ROLE

X: Check if project performed with current firm	 	

Survey Manager. Dowden West is a 736-acre master planned , residential community, consisting of 1,446 residential units and divided into 10 villages. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems , stormwater management, environmental/permitting, landscape architecture, roadway
improvements, and survey.
- - - - - - - - - -

TITLE AND LOCATION (City and State)

YEAR COMPLETED----

Live Oak Lake COD (Twin Lakes Development) (Osceola County, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (II applicable)
N/A

 
BRIEF DESCRIPTION (Briel scope, size, cost, etc.) AND SPECIFIC ROLE

X I Check if project p;;;;;;;;-ed with current firm

I

Survey Manager. Live Oak Lake COD is a multi-phased active adult community consisting of residential units, green open space tracts with community facilities and a community amenity center located just off of Live Oak Lake. Phases 1 - 8 consists of a mix of 50 ', 70' and duplex units totaling 2,023 units. Dewberry 's services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/ hardscape design, assistance with the City master upsizing agreements, and construction administration.
TITLE AND LOCATION  (City and State)	(2) YEAR COMPLETED

Country Greens CDD (Sorrento  Springs Planned Development)	PROFESSIONAL SERVICES

CON-_S_TR_ u_ c_T_ 1o_ N_ (11-aplpicableJ

(Sorrento, F_!:L_ _ _ _

_ _ _

_ _ _

_ _ _ _ _

_ _ _

_  _  -+	Ongoing	N/A

(3) BRIEF DESCRIPTION (Briel scope, size, cost, etc.) AND SPECIFIC ROLE	X ! Check if project perfmmed with current firm
Survey Manager. Sorrento Springs is a 680-acre planned development within the Country Greens COD in Lake County,
Florida. Developed by Hewitt Properties, Inc., the project contained 678 single-family lots, and an 18-hole golf course and
clubhouse facilities. The Country Greens COD encompasses the entire 680 acres, and will construct, operate, and maintain infrastructure to support the Sorrento Hills community. Our firm provided the Master Planning for the community which included the development of all "green areas" tied to the golf course and clubhouse. We developed a Community Park area that provided the entire Village a pool area and rustic style centered community building. As the COD Engineer, our services included engineering, planning, surveying, permitting, landscape architecture, owner coordination with City of Eustis and Lake County, and approval of all development and construction activities.

\1) TITLE AND LOCATION (City and State}

YEAR COMPLETED

VillaSol CDD (Osceola County, FL)

, _,P__R_OF- E-S-S I O-N_ A_ L  S_E_R_V_I C_E_S

_ _C_O_N_S_TR_ U_ C-T I O_ N_  (  /fa-pp-  -li c_a_b le- )

BRIEF DESCRIPTION (Brief scope, size, cost, etc) AND SPECIFIC ROLE
d.

 	0ngig	 	N/A
X.    Check if project performed with current firm

Survey Manager. As District Engineer, Dewberry's services include stormwater management system design, water and sewer system design , roadway design, landscaping, recreational facilities, street lighting, and engineering contract management and inspection services during construction.

--+

TITLE AND LOCATION

- - -- - - -
(Ci ty and State)

YEAR COMPLETED

Lakewood Ranch Stewardship District (Osceola County, FL)

_ P_R_O_F E-S-S_ I _O_NA_ L_ S_ E_R_V I CES	C-  0- N-_ST_ R_ U_C_T I O-N- ( l-f _ap_p H-ca-_b _l  e)
Ongoing	N/A

e.	(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X   Check if project performed with current firm--------
Survey Manager. As District Engineer , our services include surveying/mapping, water distribution, sanitary sewer collection , reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, and roadway improvements.

NAME

Michael Urchuk, RLA

ROLE IN THIS CONTRACT

Senior Landscape Architect

TOTAL

YEARS EXPERIEN CE
WITH CUR RENT FIRM

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
16 . EDUCA TION (De gree and Specialization)
BS/Landscape Architecture

31	5

J 1 7 . CURRENT PROFESS IONAL REGISTRATION (State and Discipline)
FL Registered Landscape Architect #LA6666675

OTHE R PROFESSIONAL QUALIFICAT IONS (Publications. Organizations. Training, Awards. etc.)

Michael Urchuk has 31 years of experience and has a varied background in landscape architecture and planning. As a Project Manager, he  is responsible for coordination across design disciplines and acts as a liaison between the owner, design team, and cont ractor. He is also responsible for coordinating design efforts and project submittals. Michael's experience as a landscap e architect includes retail office, residential, mixed-use, streetscapes, and recreational uses as well as hardscape and irrigation design. Hardscape designs include corporate plazas , streetscapes, fountains, amenity areas for multi-family projects , and urban plazas.
Michael also provides construction administration services on multiple levels to include shop drawing and RFI review, field reports, final punch lists, and on-site project coordination meeting.

TITLE AND LOCATION (City and State)

19 RELEVANT PROJECTS

(2\ YEA R COMPLETED

Live Oak Lake CDD (Twin Lakes Development) (Osceola County, FL)

PR OFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable)
N/A

(3) BRIEF DESCRIPTION (Brief scope, size. cost, elc.)AND SPECIFIC ROLE

 
X.    Check if project performed with current firm

Landscape Architect. Live Oak Lake CDD (Twin Lakes Development) is a multi-phased active adult community consisting
of residential units, green open space tracts with community facilities, and a community amenity center located just off of
Live Oak Lake. Phases 1 - 8 consists of a mix of 50 ', 70' and duplex units totaling 2,023 units. Dewberry 's services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/ permitting, landscape/hardscape design, assistance with the City master upsizing agreements , and construction administration.

TITLE AND LOCATION (City and State)

 	
YEAR COMPLETED

VillaSol CDD (Osceola County, FL)	PROFESSIONAL SERVICES
Ongoing

CONSTRUCM i (If applicable)
N/A

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIF IC RO LE
b.

X Check if project performed with current firm

Landscape Architect. As District Engineer, Dewberry's services include stormwater management system design, water and sewer system design, roadway design, landscaping, recreational facilities. street lighting, and engineering contract management and inspection services during construction.
I (1)     T  I TLE      AND	LOCAT	I ON       (Crty and $/ate)	(2) YE AR COMPLETED

Osceola County Fire Training Facility (Osceola County, FL)
1

1P-RO-FE-SS-IO-NA-L S-ER-VIC-ES-- [  CONSTRUCTION (If applicable)

Jj

C.      1k( -3- )  BR  I EF   DE SC RIPTION (Brief scope. size, cost, etc.)AND SPECIFIC ROLE

2mg	2mg
X Check if project performed with current firm

Landscape Architect. This project included the design of a new Fire Training Facility for the Osceola County Fire Department. Located on approximately 11 acres , site elements includ e Open Air Training Course , a 9,500 square feet fire station with three fire bays, fire station training building, burn tower. and several shaded pavilions.
--	-   -   - -	-	- -  - -  -- -	--	-- - - - -
(1l TITLE AND LOCATION (C,ty and State)	>	( 2) YEAR COMPLETED 	
Lancaster Park East (St. Cloud, FL)	PROFESSIONAL SERVIC ES	CONSTRUCTION  (If applicabel )

(3) BRIEF DESCRIPTION (Brief scope, size. cost, etc.) AND SPECIF IC ROLE

Ongoing	  

J

X Check if project performed with current firm

N_/A	_

Landscape Architect. This project consists of 461 single family units and commun ity facilities. Dewberry was tasked with designing and permitting the site layout, stormwater management facilities, utilities, grading, drainage, easement vacations, FEMA CLOMR and LOMR approvals. Dewberry provided planning and entitlements, landscape/hardscape design, site/civil engineering, and construction administration.

TITLE AND LOCATION (City and State)
CFX, Roadway Operations Facility (Orlando, FL)

(3) BRIEF DESCRIPTION (Brief scope, size. cost, etc.) AND SPECIFIC ROLE

(2) YEAR COMPLETED

I

PROFESSIONAL SERVICES	CONSTRUCTION (If apphcable)
Ongoing	_L_	NIA 		_
X Check if project performed with curre nt firm -----

Landscape Architect. As the General Engineering Consultant to CFX, Dewberry provided both architectural and civil engineering services for the CFX Roadway Operations Facility. The new facility includes a 6,500 square feet office building, fueling station. small vehicle maintenance bays, w arehouse , three enclosed storage buildings totaling 23,00 0 square feet, and laydown yard.

NAME

Sarah Maier

ROLE IN THIS CONTRACT

14. YEARS EXPERIENCE
a. TOTAL	b. \MTH CURRENT FIRM
18	16

GIS Technician/Planner

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
EDUCATION (Degree and Specialization)
BS/Engineering

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
N/A

 
OTHER PROFESSIONAL QUALIFICATIONS (Publicaffo ns. Organizaffons, Training, Awards, etc.)

Sarah Maier has experience in development entitlements for a variety of land uses and project sizes, including DRls, Comprehensive Policy Plan Amendments, Zonings, Planned Developments, and Conceptual Land Use Planning. Sarah's responsibilities have ranged from policy and code amendments , GIS analyses as it pertains to land use planning and growth forecasting, and includes projects involving commercial, industrial, residential, and mixed uses.

I(1) TITLE AND LOCATION (City and State)

19 RELEVANT PROJECTS

YEAR COMPLETED

I Live Oak Lake CDD (Twin Lakes Development) (Osceola County, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (lf;pplicable)
Ongoing

BRIEF DESCRIPTION (Briel scope, size, cost, etc.) AND SPEC IFIC ROLE	X Check if project performed with current firm

Project Planner/GIS Technician. Live Oak Lake CDD (Twin Lakes Development) is a multi-phased active adult community
consisting of residential units, green open space tracts with community facilities, and a community amenity center located
just off of Live Oak Lake. Phases 1 - 8 consists of a mix of 50' , 70' and duplex units totaling 2,023 units. Dewberry's services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/permitting, landscape/hardscape design, assistance with the City master upsizing agreements, and construction administration.

TITLE AND LOCATION (City and State)
Dowden West CDD (Orlando, FL)

I	(2) YEAR COMPLETED
PROFESSIONAL SERVICES	CONSTRUCTION (I/applicable)

1---   -   -   -   -   -   -   -   -   -   -   -   -   -   -	- -   -   -   -   -   -   -   -   -   -   -   -   ---t-.,...,-,    	O_n_g o ing  	N_/ A	_
BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	j X , Check if project performed with current firm
Project Planner/GIS Technician. Dowden West is a 736-acre master planned, residential community, consisting of 1,446 residential units and divided into 10 villages. As District Engineer, our services include water distribution, sanitary sewer collection, reuse water distribution systems, stormwater management, environmental/permitting, landscape architecture, roadway improvements, and survey .

(1J TITLE AND LOCATION (City and State)
Cascades at Groveland CDD (Groveland, FL)

YEAR COMPLETED

PROFESSIONAL SERV	CONSTRUCTION (If applicable)
 		       O_ng o_ing	Ongoing

BRIEF DESCRIPTION (Brie/scope, size. cost, etc.)AND SPECIFIC ROLE

X I Check  if project performed wilh current  firm	 	

GIS Technician. Cascades at Groveland is a 751.9-acre master planned, residential community with 999 single-family units,
an Amenity Center and a Horticultural Center. Dewberry obtained entitlements and approvals for the infrastructure, mass grading and the final construction of the project which is divided in five phases. We also worked with Lake County by designing and coordinating the approval of the North-South Road to serve as a main connector road for the area. Work also included the design and permitting of both the water line to service the project and the sewer force main for connection to  the City facilities .

TITLE AND LOCATION (City and State)

--- ------- ---
YEAR COMPLETED

Country Greens CDD (Sorrento Springs Planned Development)
(Sorrento, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTR..U,..c=r 1o""' N..,./."'l-f  a- pp-/-icab---/e/
N/A

(3BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

X Check if project performed with current firm

GIS Technician. Sorrento Springs is a 680-acre planned development within the Country Greens CDD, in Lake County,
Florida. Developed by Hewitt Properties, Inc., the project contained 678 single-family lots, and an 18-hole golf course and
d.	clubhouse facilities. The Country Greens CDD encompasses the entire 680 acres and will construct. operate and maintain infrastructure to support the Sorrento Hills community. Our firm provided the Master Planning for the community which
included the development of all "green areas" tied to the golf course and clubhouse. We developed a Community Park area that provided the entire Village a pool area and rustic style centered community building. As the CDD Engineer, our services included engineering, planning, surveying, permitting , landscape architecture , owner coordination with City of Eustis and Lake County, and approval of all development and construction activities.

NAME

Barry Roy

ROLE IN THIS CONTRACT

Construction Inspector

TOTAL

YEARS EXPERIENCE
WITH CURRENT FIRM

FIRM NAME AND LOCATION (City and State)
Dewberry Engineers Inc. (Orlando, FL)
16 . EDUCATION (Degree and Specialization)
BS/Environmental Engineering

37	37

CURRENT PROFESSIONAL REGISTRATION (State and Discipline)
N/A

 	
OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

Barry Roy is responsible for all construction  management  and administration activities of the firm's Central Florida operations. He has more than 37 years of diversified experience in public and private waterworks, sewage, roadway and drainage construction projects. Barry is experienced in the construction of water and wastewater transmission mains, trunk gravity sewers, master pumping stations, stormwater management systems, street drainage systems, roadways, and associated structures. He routinely performs  cost estimating, construction inspections, value engineering, quality control, construction administration, and prepares contract documents and bid packages. He is able to translate this experience into the successful completion of projects.

TITLE AND LOCATION (City and State)

19 RELEVANT PROJECTS

YEAR COMPLETED

I	Live Oak Lake COD (Twin Lakes Development) (Osceola County, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable/
N/A

BRIEF DESCRIPTION (Brie f scope, size, cost, etc.) AND SPECIFIC ROLE

XTCheck if project performed wilh current firm

Construction Manager. Live Oak Lake COD (Twin Lakes Development) is a multi-phased active adult community consisting
of residential units, green open space tracts with community facilities, and a community amenity center located just off of
Live Oak Lake, Phases 1 - 8 consists of a mix of 50', 70' and duplex units totaling 2,023 units. Dewberry's services include entitlements, planning, surveying, site/civil engineering, roadway design, bridge design, signal design, environmental/ permitting, landscape/hardscape design, assistance with the City master upsizing agreements, and construction administration.

TITLE AND LOCATION (City and State/
Country Greens COD (Sorrento Springs Planned Development)
( orrento, FL)
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

(2) YEAR COMPLETED
PROFESSIONAL SERVICES	CONSTRUCTION (I/applicable/
Ongoing	 	N/A	
XT Check if project performed with current firm

Construction Manager. Sorrento Springs is a 680-acre planned development within the Country Greens COD Lake County ,
Florida. Developed by Hewitt Properties, Inc., the project contained 678 single-family lots, and an 18-hole golf course and
clubhouse facilities . The Country Greens COD encompasses the entire 680 acres and will construct, operate and maintain infrastructure to support the Sorrento Hills community. Our firm provided the Master Planning for the community which included the development of all "green areas" tied to the golf course and clubhouse. We developed a Community Park area that provided the entire Village a pool area and rustic style centered community building , As the CDD Engineer, our services included engineering, planning, surveying, permitting, landscape architecture, owner coordination with City of Eustis and Lake County, and approval of all development and construction activities.

TITLE AND LOCATION (City and State/

YEAR COMPLETED

Cascades at Groveland CDD (Groveland, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION (If applicable/
 	Ongoing

BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE	X· Check if project performed with current finm ------
Construction Manager . Cascades at Groveland is a 751.9-acre master planned , residential community with 999 single-family

(2) YEAR COMPLETED

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION /II applica
Ongoing

X Check if project perfo,med with current finm

C.		units, an Amenity Center and a Horticultural Center . Dewberry obtained entitlements and approvals for the infrastructur e, mass grading and the final construction of the project which is divided in five phases. We also worked with Lake County by designing and coordinating the approval of the North-South Road to serve as a main connector road for the area. Work also included the design and permitting of both the water line to service the project and the sewer force main for  connection to the City facilities.
(1J TITLE AND LOCATION (City and State)

Deer Run CDD (Bunnell, FL)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc ) AND SPECIFIC ROLE
Construction Manager. Dewberry serves as the current District Engineer for this+/- 602-acre Master Planned Golf
d.		Community with 749 units. Our services have included attending monthly District Board meetings, processing of pay requisitions and construction pay applications, and providing general consulting services and input to the Board of Directors. Specific assignments include planning, preparing reports and plans, surveying designs and specifications for water management systems and facilities, water and sewer system and facilities, roads, landscaping, recreational facilities, and street lighting.

(Present as many pro1ects as requested by the agency, or 10 projects, if not specified.

21. TITLE AND LOCATION (City and Stale)

22. YEAR COMPLETED

PROFESSIONAL SERVICES
Dowden West CDD (Orlando, FL}	Ongoing

CONSTRUCTION /If applicable)
N/A

Complete  one Section F for each project)	#1
PROJECT OWNER'S INFORMATION

PROJECT OWNER
Government Management Services

POINT OF CONTACT NAME
George Flint

POINT OF CONTACT TELEPHONE NUMBER
407.841.5524

 	 	 	
BRIEF DESCRIPTION OF PROJEC T AND RELEVANCE TO THIS CONTRACT /Include sccpe, size, and cost)

Dowden West is a 736.28-acre master planned, residential community with 1,446 residential units located in the City of Orlando. The Development is 10 villages within the approved planned development for Starwood, which encompasses approximately 2,558 acres and is entitled for 4,400 residential units.

As District Engineer, we have been responsible for providing the master utility design for the water, sewer, and reuse systems; in addition to master stormwater modeling for an approximately 6,500-acre watershed that the Dowden West CDD. This modeling was used for both stormwater management design and FEMA floodplain determination.

COST $ 500  000  1Con    sL1II  m   t  Fees  o
Date)

SERVICES
Boundary Surveys Environmental/Permitting Landscape Architecture Roadway Design/Improvements Stormwater Management Topographic Surveys
Tree Surveys Utility Design

Other services include landscape architecture design for the common open spaces and community parks, the design of community roads that also include the extension of the four-lane Dowden Road through the community, and boundary surveys. topographic surveys, tree surveys, and other additional surveys as needed .

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

 	I (1) FIRM NAME
a.	Dewberry Engineers Inc.

(2) FIRM LOCATION (City and State)
Orlando, FL

( 3)

ROLE

_1 . 	

-----

District Engineer

 	

(Present as many projects as requested by the agency, or 10 projects, if not specified .
Complete one Section F for each project.)	#2

21. TITLE AND LOCATION (City and State)

22. YEAR COMPLETED

Lakewood Ranch CDD 1, 2, 4, 5, and 6 (Sarasota and Manatee
County, FL)

PROFESSIONAL SERVICES
Ongoing

CONSTRUCTION(If applicable)
Ongoing

a. PROJECT OWNER
Lakewood Ranch COD

PROJECT OWNER 'S INFORMATION

I

b . POINT OF CONTACT NAME
Steve Zielinski

c. POINT OF CONTACTTELEPHONE NUMBER
941-907-0202 Ext 229

 	 	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Lakewood Ranch is an unincorporated 31,000-acre master planned community located on Florida's Gulf Coast in Sarasota and Manate e Counties, established in 1995. The five CDDs we serve cover an 8,500 -acre community within the larger Lakewood Ranch Development. The overall development contains A-rated schools, shopping, business parks, hospital and medical center , golf courses, athletic centers, aquatics, and lighted tennis courts.

COST $906,730 (Con sultant Fees to Date)

SERVICES
Civil Engineering Compliance Monitoring
Construction Estimates and Administration
Coordination and Monitoring of Environmental Jurisdictional Areas through Permitting Agencies
Design Evaluations and Analysis Drainage/Stormwater Management Monthly Board Meeting Attendance Permitting
Planning Surveying Utilities

As the COD Engineer for the five CDD's, Dewberry 's services include engineering, surveying, permitting , and owner coordination with the County's review and approval of construction activiti es. Dewberry's services also include water and wastewater improvements and upgrades, roadway and storm sewer redesign and repair, stormwater inspections, review and upgrades, coordination of traffic issues including signalization with County officials, oversight of other engineers, assistance with bidding, contractor selection, construction oversight, pay application review, and final project certification and closeout.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc..

FIRM LOCATION (City and State)
Sarasota, FL

 	
ROLE
District Engineer

 	

(Present as many projects as requested by the agency, or 10 pro1ects, if not specified.
Complete one Section F for each project.)	#3

TITLE AND LOCATION (City and State)

Cascades at Groveland (Groveland, FL)

l 	2"-2c..c- Y'-E' AR COMPLETED
PROFESSIONAL SERVICES	CONSTRUCTION(If applicable)
Ongoing	Ongoing

PROJECT OWNER'S INFORMATION

PROJECT OWNER
DPFG Management and Consulting, Inc.

POINT OF CONTACT NAME
Patricia Thibault, District Manager

POINT OF CONTACT TELEPHONE NUMBER
32 1.263 .0132 x738

  	 	
BRIEF DESCRIPTION OF PROJECT ANO RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Cascades at Groveland is a 751.9-acre master planned, residential community located in Lake County. The Development is approved as a planned development for 999 single-family units, an Amenity/Recreational Center, approximately 31 acres of commercial development and a North-South Infrastructure Road (Wilson Lake Parkway) .

COST $350,000 (Consultant Fees to Date)

SERVICES
Civil Engineering Construction Estimates and Administration
Coordination of Environmental Jurisdictional Lines and Permitting Due Diligence
Permitting Planning Surveying

Dewberry provided services that obtained entitlements and approvals for the infrastructure , mass grading and the final construction of the project which is divided into five phases. We also worked with Lake County by designing  and coordinating the approval of the North-South Road (Wilson Lake Parkway) to serve as a main connector road for the area . We assisted the project architects in the final site design of the Club House/Community Center and Recreational Facilities.

Additional work included the necessary improvements on US 27 for the main entrance road, the extensive design and permitting of both the water line to service the project and the sewer force main for connection of the sewer system to the City of Groveland facilities.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and State)
Orlando, FL

ROLE
District Engineer

 	 	 	

#4

(Present as many projects as requested by the agency, or 10 projects, ,r not specified

21. TITLE AND LOCATION (City and State)

22. YEAR COMPLETED

PROFESSIONAL SERVICES
Montecito CDD (Satellite Beach, FL)	Ongoing

CONSTRUCTION  (If app/ic ab- le- )   ­
Ongoing

Complete one Section F for each project.)

PROJECT OWNER
Government Management Services

PROJECT OWNER'S INFORMATION

POINT OF CONTACT NAME
Jason Showe

I C POINT OF CONTACT TELEPHONE NUMBER
407.841.5524 ext 104

 	 
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Dewberry is currently performing miscellaneous services for the Montecito CDD located on the east side of South Patrick Drive, north of Patrick Drive, and west of
U.S. Highway A1A in Satellite Beach, Florida.

Our services include engineering, surveying, and construction administration . These services include, but are not limited to, attending monthly meetings, processing
of pay requisitions and construction pay applications, and providing general civil engineering consulting services and input to the Board of Directors. These services are provided on an "as needed basis."

COST $480,210 (Consultant Fees to Date)

SERVICES
Civil Engineering District Board Meetings Monthly Meetings
Processing Construction Pay Applications Processing Pay Requisitions

Dewberry also prepared an Engineering Report for bond issuance and provided cost estimates for said process.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and State)
Orlando, FL

I (3) ROLE
District Engineer

 	 	 	 	

pecified.

(Present as many projects as requested by the agency, or 10 projects, if not s

Complete one Section F for each project.)
21. TITLE AND LOCATION (City and State)

...	. .

CONSTRUCTION (If applicable)

Narcoossee CDD (Orlando, FL)

• •• •
PROJECT OWNER'S INFORMATION

Ongoing

PROJECT OWNER

 	I b POINT OF CONTACT NAME

c. POINT OF CONTACT TELEPHONE NUMBER

Government Management Services

Jason Showe

- - - - - _ I

407 .841.5524

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

- - - -

COST $475,000 {Consultant Fees to Date)

SERVICES
Civil Engineering Construction Administration Development Planning Infrastructure Review Reports Landscape Architecture Permitting
Stormwater Monitoring and Permit Compliance Reports
Surveying

The Narcoossee COD is located in Orange County, Florida, and consists of approximately 416 acres . The project is projected to have 540 single-family units, 860 multi-family uni ts, and 278,000 square feet of retail and office space. The Narcoossee CDD encompasses the entire 416 acres. We will provide services as needed for the construction and will operate and maintain infrastructure to support all of its communities.

Dewberry is the COD Engineer for this project. Our services include engineering evaluations, owner coordination with City of Orlando and Orange County, and approval of all development and construction activities .

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

(1) FIRM NAME
a.	De wberry Engineers Inc.

' (2) FIRM LOCATION (City and State)
Orlando , FL

 	
ROLE
District Engin ee r

 	 	 	

r

(Present as many projects as requested by the agency or 10 projects. if not specified.
Complete one Section F for each project.)	#6

21. TITL E AND LOCATION (City and Stale)

Deer Run CDD (Bunnell, FL)

22  YEAR COMPLETEO	 	
OFESSIONAL SERVICES	CONSTRUCTION (If applicable)
Ongoing	Ongoing

PROJECT OWNER'S INFORMATION

PR OJECT OWNER
Government Management Services

POINT OF CONTAC T NAME
Ernesto Torres

POINT OF CONTACT TELEPHONE NUMB_E_R	-
904 .940 .5850 ext. 403

 	 	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Dewberry serves as the current District Engin eer for this +/- 602 acre Master Planned Golf Community with 749 units. Our services have included attending monthly District Board meetings , processing of pay requisition s and con struction pay applic ations, and provid ing general consulting services and input to the Board of Directors.

Specific assignments includ e planning, preparing reports and plans, surveying designs and specifications for water management systems and facili ties ; water and sewer system and facilities ; roads, landscaping, recreation al facilities and street lighting other community infrastructure provid ed by the District, as authorized in Chapter 190 F.S.; and affiliated projects to include engineering contract management and inspection services during construct ion.

COST $120,000 (Consultant Fees to Date)

SERVICES
Community Infrastructure Construction Administration Cost Estimates
Landscaping Planning
Recreational Facilities Reports and Plans Roadway Design Street Lighting Surveying Designs
Water Management Systems and Facilities
Water and Sewer Syst ems

25 . FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineer s In c.

FIRM LOCATION (City and State)
Orlando , FL
- - - - - - - - -

 	
ROLE

-

District Engin ee r

STANDARD FORM 330 (REV a12016J PAGE 19

21. TITLE AND LOCATION (City and State)

 	22.  YEAR COMPLETED	

PROFESSIONAL SERVICES
Live Oak Lake CDD (Twin Lakes Development) (Osceola County, FL)	Ongoing

CONSTRUCTION (If applicable)
Ongoing

PROJECT OWNER'S INFORMATION

PROJECT OWNER
Governmental Management Services

POINT OF CONTACT NAME
Jillian Burns

PO INT OF CONTACT TELEPHONE NUMBER
407.841.5524 ex. 115

 	
BRIEF DESCR IPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Live Oak Lakes CDD (Twin Lakes Development) is a multi-phased, active adult community consisting of residential units, green open space tracts with community facilities, and a community amenity center located just off of Live Oak Lake. The development is situated just east of Hickory Tree Road and west of Live Oak Lake and Sardine Lake in Osceola County. Phases 1 - 8 consists of a mix of 50', 70' and duplex units totaling 2,023 units.

COST $ 2 I m,lllon {Co , til d n l F'°'es o
Date)

SERVICES
Assistance with the City Master Upsizing Agreements
Civil Engineering Construction Administration Entitlements Environmental/Permitting
Landscape/Hardscape Design Maintenance of Traffic Planning Planning
Signal Design Surveying

A 42,000+ square foot amenity clubhouse is currently being constructed alongside the oversized pool and cabana area, which includes a bar for food and beverages. The outdoor rec space is under construction just to the south. This area was designed to include bocci ball, pickle ball, horseshoes, tennis courts, and a half basketball court. It also provides walking trails, a boat dock, and a dock for fishing.

In addition to civil engineering services, we also provided roadway design, bridge design, and signal design within the first phase. We were responsible for the roadway widening design of Hickory Tree Road, where services also included drainage and utility extensions. We extended New Nolte Road from the existing intersection east through the first phase of construction. This 150' ROW is master planned to be a four lane divided major collector road in the future. We also designed and oversaw the construction of the vehicular bridge that crosses existing Bullis Road, connecting the northern pool and amenity area with the remainder of the development. We provided signal design for the New Nolte and Hickory Tree Road Intersection, which also includes golf cart paths and golf cart path crossings at the updated intersection.

Utilities have been master designed for the build out of the development, which will include city master transmission mains for the 24" potable water main and 24" reclaim main, along with five sanitary lift stations to service the phases of the
development as they are constructed. Phase 1 of the project utilizes two sanitary lift stations, a portion of the 24" potable and reclaim mains. The first lift station is located on the west side of Hickory Tree Road. The second lift station is located along
the extension of Nolte Road east of Hickory Tree Road. This lift station has been

designed to accept additional flows from future phases of this development. This lift station pumps into a force main down the Nolte Road extension and connects to the existing 20" force main located within the Hickory Tree ROW.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

FIRM NAME
a.	Dewberry Engineers Inc.

FIRM LOCATION (City and State)
Orlando, FL

ROLE
District Engineer

 	 	

21. TITLE AND L OCATION (City and State)

22. YEAR COMPLETED

PROFESSIONAL SERVICES
West Villages Improvement  District (Sarasota County, FL)	Ongoing

CONSTRUCTION (If applicable)
N/A

PROJECT OWNER'S INFORMATION

a. PROJECT OWNER	b. POINT OF CONTAC T NAME	c. POINT OF CONTACT TELEPHONE NUMBER

Government Management Services

I William Crosley, District Ma_n_ag_er   

_.   _9_4_1-_2_4_4-_2_8_os_

_ _ _ _ _

BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

The West Villages Improvement District ("District") is located in the City of North Port and unincorporated Sarasota County, Florida. The District encompasses approximately 8,200 +/- acres of land within the City of North Port and 3,300
+/- acres in unincorporated Sarasota Coun ty. The services included earthwork; water and sewer facilities and infrastructure (including water treatment plants and wastewater treatment plants); stormwater management  and drainage facilities and infrastructure; roadways, signalization improvements, and parking facilities; recreational amenity and park improvements; governmental facility improvements (such as fire stations and police stations); landscaping, hardscaping, and signage,
improvements; environmental services; and other similar infrastructure for a mixed­ use development.

COST $52,000.00 (Consultant Fees to Date)

SERVICES
Water and Sewer Facilities and Infrastructure
Stormwater Management and Drainage Facilities and Infrastructure
Roadways ,
Signalization improvements Recreational Facilities
Park improvements
Governmental Facility Improvements Landscape/Hardscape Design Signage
Environmental Services

Additional engineering services may include attendance at Board, staff, and other meetings; participation in the District's issuance of new and maintenance of existing financing; monitoring District projects; overseeing construction and/or acquisition activities; preparation of certifications, documents, and reports in furtherance of District engineering activities; and providing other engineering services as may be authorized by the Board.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	
a.	Dewberry Engineers Inc.	Orlando , FL	District Engineer	
(1) FIRM NAME	(2) FIRM LOCATION (City and State)	(3) ROLE	
b.  I	Dewberry Engineers Inc.	Sarasota, FL	District Engineer	

(Present as many projects as requested by the agency, or 10 proJects, if not specified.
Complete one Section F for each project.)	#9

21. TITLE AND LOCATION (City and Stale)

VillaSol CDD (Osceola County, FL)

1---     -     -     -     -     -     - 22. '-'-Y-'--E=A- R  COMPLETED
PROFESSIONAL SERVICES	CONSTRUCTION (If applicable)
Ongoing	Ongoing

PROJECT OWNER'S INFORMATION

PROJECT OWNER

POINT OF CONTACT NAME

POINT OF CONTACT TELEPHONE NUMBER

lnfraMark	I ,._Robert Koncar
 	
BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

407.566.4122

COST $375,000 (Consultant Fees to Date)

SERVICES
Community Infrastructure Construction Administration Cost Estimates
District Board Meetings Landscape Architecture Planning
Recreational Facilities Design Reports and Plans
Roadway Design Street Lighting Design Surveying
Water Management Systems and Facilities
Water and Sewer Systems

VillaSol CDD is located in Osceola County, Florida. This CDD is just minutes from the Orlando International Airport , area attractions and theme parks, and offers amenities like no other community in the area.

Nestled along Boggy Creek, residents have access to a boat dock where they can travel down to East Lake Toho. Resort style amenities include tennis court, basketball court, clubhouse, pool, and soft gate with guard house.

Some of Dewberry's specific assignments for this project include planning, preparing reports and plans, designs and specifications for water management systems and facilities ; water and sewer system and facilities, roads, landscaping, recreational facilities and street lighting, other community infrastructure provided by the District, as authorized in Chapter 190 F.S.; and affiliated projects to include engineering contract management and inspection services during construction.

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

(1) FIRM NAME
a.	Dewberry Engineers Inc.

J (2) FIRM LOCATION /City and State)

1

Orlando, FL

(3) ROLE
District Engineer

 	 	 	

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

20 EXAMPLE PROJECT
QUALIFICATIONS FOR THIS CONTRACT	KEY NUMBER

Country Greens CDD (Sorrento Springs Planned Development)
(Lake County, FL)	PROFESSIONAL SERVICES
Ongoing	CONSTRUCTION (If ap,olicab
N/A	

TITLE AND LOCATION (City and State)

Complete one Section F for each project.)	#10

(Present as many projects as requested by the agency, or 10 projects, if not specified.

YEAR COMPLETED

/e)

PROJECT OWNER'S INFORMATION

PROJECT OWNER
InfraMark

POINT OF CONTACTNAME
. I Robert Koncar

POINT OF CONTACT TELEPHONENUMBER
407.566.4122

24 . BRIEF DESCRIPTION OF PROJECT AND -R_E_LE_V_A_NC_E_ T_O -THl-S,- -C_O_NT_ RAC- T/  /nc/ude scope, si ze, and cost)

Sorrento Springs is a 680-acre planned development within the Country Greens COD in Lake County, Florida. Developed by Hewitt Properties, Inc., the project will contain 678 single-family lots, and an 18-hole golf course and clubhouse facilities. The Country Greens COD encompasses the entire 680 acres, and will construct, operate, and maintain infrastructure to support the Sorrento Springs Community. In April 2002, construction of the first of four phases began.

As the CDD Engineer , Dewberry's services include engineering, planning, surveying, permitting , landscape architecture, owner coordination with City of Eustis and Lake County, and approval of all development and construction activities.

COST $320,00 0 (Consultant Fees to Date)

SERVICES
Civil Engine e ring Construction Administration Due Diligence
Landscape Architecture Permitting
Planning Surveying

FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

I         (1     ) FIRMNAME
a.	Dewberry Engineers Inc.

- - (2) FIRM LOCATION (City and State)
Orlando, FL

 	 	
(3) ROLE
District Engineer

 	 	 	 	 	

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

NAMES OF KEY	27. ROLE IN THIS	28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.

PERSONNEL	CONTRACT
(From Section E. Block 12)	(From Section E, Block 13)

Place "X" under project key number for participation in same or similar role.)

1	2	3	4	5	6	7	8	9	10

Rey Malave, PE	District Engineer	•	•	• I •	•	•	•	•	•	•

I	•	•

I

Peter Armans, PE	Assistant District Engine  er	•	•i	•	•	•	•	•

I

Joe Keezel, PE	Sr. Roadway Engineer	I

•

Marybeth Morin, PE	Sr. Structural Engineer	•	• I •	•

I

I	I

Sean Carrigan, PE	i Sr. Stormwater Engineer	I	I
I

I

•

Jose Pereira, PE	Sr. Utility Engineer	•	I	I	•

I

I

Bill Donley, PSM	Survey Manager

I    •	• I •

I    •	• I •	•	•

I	•	•	I•

Nicole Gough, PWS	Sr. Environmental Scientist

•	•	•I	•	•	•	•

Michael Urchuk, RLA	Sr. Landscape Architect	•	•	•

I   • :  •	•

'

Sarah Maier	GIS Technician/Planner	•	•	•	•	•	•	•	•	•	•

i	I

Barry Roy	Construction Inspector	•	• I • I • I •	•	• I •
EXAMPLE PROJECTS KEY

I •	•

 	 	

NO. TITLE OF EXAMPLE PROJECT (From Section FJ
Dowden West COD , Orlando, FL

] NO. TITLE OF EXAMPLE PROJECT (From Section FJ

! 6	j Deer Run COD, Bunnell, FL

Lakewood Ranch CDD 1, 2, 4, 5, 6, Sarasota and Manatee County, FL

Cascades at Groveland CDD, Groveland, FL

Montecito CDD, Satellite Beach, FL

Narcoossee CDD , Orlando, FL

Live Oak Lake CDD (Twin Lakes Development), Osceola County, FL

I West Villages Improvement District, Sarasota County, FL
I VillaSol CDD, Osceola County, FL
! Country Greens COD, Lake County, FL

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED .

FIRM QUALIFICATIONS

Dewberry is a leading, multi-disciplined firm with a proven history of providing professional  services to a wide variety of public- and private-sector clients. Established in 1956, Dewberry is headquartered in Fairfax, Virginia, with 50 locations and over 2,000 professionals nationwide, including our local office in Orlando. Recognized for combining unsurpassed  commitment to client service with deep subject matter expertise, Dewberry is dedicated to solving clients' most complex challenges  and transforming their communities.

Dewberry's Florida operation is backed by the resources and stability of a national firm and specializes in site/ civil, environmental, utility infrastructure, transportation engineering, surveying, architecture, and land development services . Dewberry has 15 office locations and over 300 employees in Florida, bringing expertise, qualifications, and resources to cities and counties throughout the state. Dewberry supports large and small projects in the following primary service areas:
Alternative delivery Architecture Building engineering
Disaster response and emergency management Energy services
Environmental services Geospatial services
Mechanical, electrical, and plumbing services Program management
Site/civil services Surveying/mapping Sustainability Transportation
Water/wastewater/reclaimed water services
We put clients first, we build strong and lasting relationships to become trusted advisors to our clients. Personal commitment to our clients and standing behind our work are central principles of the "Dewberry Way."

Relevant Experience
The absolute best predictor of future success is past performance and we have a lot of experience in all areas required for this contract. Whether we are providing professional design engineering services or as a previous District Engineer, our track record speaks for itself.

During past years in business, no other Central Florida firm has been more involved in Florida's explosive development. This is demonstrated by the work we have performed for hundreds of clients over four decades.
We have developed a unique general approach to land development projects. Our approach is tried-and-true, and it has proven, time-and-time-again, to reduce the coordination efforts for our clients and, importantly, it produces successful projects .

Dewberry has also developed a "Land Development Process" Manual. All our professional staff members are required to know our quality procedures and to stay abreast of regulatory changes. The purpose of this manual is to describe the method and process in which Dewberry provides planning, design and construction related services for Land Development projects. This
process minimizes the opportunity for missed deadlines, decreases errors and omissions on the plans, plats, calculations and permits, and maximizes the opportunity to produce high quality, buildable projects, resulting in satisfied clients and a positive company reputation in the engineering community.
We have a defined, workable Quality Control Plan. Every submittal is checked by an independent reviewer using our written quality control procedures. These procedures include Sufficiency Checklists to ensure that the documents are complete . The quality control checks are scheduled within the project master schedule to ensure that time is allocated to make revisions. All of our firm's staff use Quality Control Manuals to ensure
that the project is being prepared correctly the first time. All of this detail means that our clients can be confident that they are getting the best possible product from Dewberry.
The following CDD projects are representative of our relevant project experience:
Baytree CDD, Brevard County
Cascades at Groveland CDD, Lake County

30. PROV ID E ANY ADDI fl ONAL INFORMATION REQUESTED BY THE AGENCY ATTACH ADDITIONAL SHEET S AS NEEDED.

Country Greens CDD, Lake County Covington Park CDD, Hillsborough County Deer Run CDD, Flagler County
Dowden West CDD, Orlando East Park CDD, Orange County
Greater Lakes - Sawgrass Bay CDD, Lake Wales Highland Meadows CDD, Polk County
Lake Emma CDD, Groveland
Lakewood Ranch CDDs 1, 2, 4, 5, 6, Sarasota and Manatee County
Lakewood Ranch Stewardship, Sarasota and Manatee County
Live Oak Lake CDD, Osceola County Montecito CDD, Brevard County Narcoossee CDD, Orange County
On-Top-of-the-World CDDs, Marion County Chandler Hills East CDD, Marion County Indigo East CDD, Marion County
Bay Laurel Center CDD, Marion County Osceola Chain of Lakes, Osceola County
Reedy Creek Improvement District, Osceola County Reunion Resort CDD, Osceola County
Verandas CDD, Pasco County Viera CDD, Brevard County VillaSol CDD, Osceola County
West Villages Improvement District, Sarasota County

Project Approach
We have prepared an organizational approach to fit the specific categories of the organization and operations to support both large and small engineering projects. Through our many years of serving as District Engineer, we've been successful at becoming an extension of  the CDD's Project Management group, with the ability to understand project needs and proposing only on what is necessary to complete the task at hand. Our management team is committed to a quality product that is consistent with East 547 CDD's policies and procedures .
Serving as District Engineer is Rey Malave, PE. Rey has 41 years of experience in civil engineering and a diversified background in the design and permitting of infrastructure systems, including public facilities, utility systems, office

buildings, commercial developments, recreational facilities, and industrial developments. He has extensive experience with permitting agencies, including FDEP, FDOT, Florida Water Management Districts, and other local agencies . He has served as the District Engineer for over 25 CDDs and Improvement Districts in Florida .

Transportation Serv·ces
Dewberry has provided roadway and bridge design services to numerous governmental agencies throughout Florida for over 30 years. Our projects have ranged
from minor intersection improvements and milling and resurfacing of existing roadways to capacity improvements and complex, multilevel interchanges. The extensive experience of our staff in the design,
preparation of construction documents and post design services for roadways, bridges, and associated systems provides East 547 with the expertise to handle any type of transportation related assignment. Our transportation design staff, coupled with the survey , drainage, environmental, and permitting capabilities, allows us to efficiently complete any assignment, as all disciplines required are available in-house.

Traffic design may include one or more of the following items, dependent upon a specific project: signing design, pavement marking design, signal warrant analysis, signalization design, lighting justification, lighting design and traffic studies . We have extensive experience in these phases of the project and we are qualified to perform all aspects of traffic engineering.
Engineering services related to structural design may be required for bridge widenings, bridge rail replacements, box culvert extensions, retaining walls, sheet piling, overhead sign structures , multi-post guide signs, signal poles, mast arms light poles and foundations for signs, signal poles and lighting. We have an experienced in­ house staff to provide these services.

Our team can provide both utility analyses of existing master systems , preparation and updates to master plans, as well as prepare utility construction plans.
Dewberry can analyze the existing utility systems and make recommendations for upgrades or replacement. We have designed numerous utility collection and transmission facilities, gravity sewers, force mains, reuse water and potable water systems. We have also designed numerous wastewater and water pump stations . We also have experience in the transformation of septic tank systems by the installation of new sewer systems.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUE STED BY THE AGEN CY. ATTACH ADDITIONAL SHEETS AS NEEDED.

Stormwater Management Services
Our integrated stormwater management services range from large basin studies to the design of collection systems. Our team has performed analysis on various projects throughout Florida. We have designed culvert replacements to extensions on numerous roadway projects, ranging from two-lane rural widening to multi­ lane expressways.
Drainage design and permitting are critical parts of any project. We will provide assistance to the District in coordination with MS4 support , total maximum daily
loads, numeric nutrient criteria support , drainage, erosion and sediment control, stormwater basin modeling, assessment and evaluation drainage systems, design and construction plans for stormwater management systems and coordination with state and federal agencies .
Assumptions and/or omissions in this area can cause significant delays in the project schedule, increase costs during construction and even lead to possible litigation against the District. We are experienced in identifying, analyzing, and addressing drainage impacts associated with a variety of project types. Our drainage staff is knowledgeable of Water Management District criteria and we are adept at developing creative and innovative solutions to drainage problems. We also have experience preparing flood studies with FEMA. At the heart of our approach is a thorough document review of the existing plans, USGS Quadrangle Maps, USDA Soil Survey, FEMA Flood Insurance Maps and aerial photographs. With this data in hand, we will perform a field review during the pre-scope meeting , identify all drainage and permitting issues, and discuss possible drainage solutions with the
District. Existing drainage patterns, ponding concerns and erosion problems will be documented . We will contact the Distirct's Maintenance Engineer to discuss any concerns regarding the project area.

I
Dewberry has provided continuing surveying services for many counties and municipalities throughout the State of Florida. Our large in-house survey staff, with numerous crews out of our Orlando office, are well-versed in the rigors of on-call assignments and the immediate response time they require. We utilize state-of-the-art equipment
to provide cost effective surveying, ROW mapping, utility designation, and subsurface utility engineering (SUE)
for roadway, municipal, and civil development projects. We have extensive experience in boundary surveys, topographic design surveys, tree surveys, inventory surveys, and underground utility mapping. Our survey team has a dedicated staff of photogrammetrists who specialize in aerial photogrammetry, fixed and aerial LiDAR, and GIS mapping.

Our services for surveying and mapping may include: as­ built surveys, boundary surveys, eminent domain surveys, GIS, legal description preparation, plat preparation, property sketches , ROW mapping, SUE, topographic surveys, and utility surveys.

SUE technology combines geophysics, surveying , and civil engineering to better locate underground
utilities. This service helps our clients avoid costly utility conflicts and construction delays caused by inaccurately plotted utilities. Our 3-D Laser Scanning equipment allows our survey crews to accurately collect field data comprehensively and, most importantly, safely. Dewberry is one of a select few firms in the state to have this technology.

0	(
From determining wetland lines to the understanding of current rules and regulations for water management
districts, our staff has full understanding and experience in providing these services for cities and other governmental agencies . We have obtained permits with the various local, state and federal agencies for a
variety of projects. We understand how to prepare permit applications, work closely with the agencies and obtain permits for your projects. Dewberry will track the permit status for each agency, keep the District informed of
the progress of all permits and respond promptly to all requests for additional information.

As part of our efforts for East 547 CDD, we will assist in determining the permits needed for each development project along with the anticipated schedules for obtaining each permit. Additionally, we have experience in permitting with governmental agencies such as the Water Management Districts, FDEP, Florida Fish and Wildlife Conservation Commission (FF WCC), U.S. Army Corps
of Engineers (USACE), and FDOT. We have staff that consists of both engineers and environmental scientists, many of which have worked previously for various permitting agencies .

Dewb erry has extensive landscape architecture experience throughout Florida. Our project experience includes residential , retail office, mixed-use, streetscapes and recreational uses as welt as hardscape and irrigation design. Our hardscape designs have included corporate plazas, streetscapes , fountains, amenity areas for multi­ family projects, and urban plazas.

Our planning services to East 547 CDD will include presentations to CDD Commissioners and public meetings, where we would provide assistance to
the District for the understanding of technical issues.

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY ATTACH ADDITIONAL SHEETS AS NEEDED.

Task Initiation

proposed developments, projected roadway designs, possible ROW changes, and to provide a professional and expert opinion on issues that may be needed by the District. Dewberry can assist the District with the following planning services:
Comprehensive planning
Review of comprehensive plan amendments
Preparing land development regulations, including form based codes, GIS and mapping services
Transportation planning Revitalization/redevelopment planning
Co st uctio	Adrniri!.)tration/cr1
We have continually provided construction administration services to our clients on most of the projects we have designed. Dewberry understands the importance of establishing and maintaining budgets. As a project
is constructed, it is imperative that our team monitor the project budget and keep the District consistently
informed. We have worked with many cities and counties on providing all construction services, including the assistance in the preparation of bid documents, prebid meetings, pre-construction meetings, construction administration, site observation, pay application review and approvals. We also provide shop drawing reviews and approvals per construction documents. We will provide assistance to District staff in the administration of construction contracts. Our team is currently providing these services to many municipalities across the state of Florida.

Our Construction Administration staff is prepared to support the District in various construction management related tasks. We routinely perform these services for both our public and private clients. Our services include:
Construction Inspection Shop Drawing Review
Pay Application Verification
Construction Scheduling
Utility Company Coordination
Final Regulatory Acceptance Record Drawings
Project Value Engineering Bid Document Preparation
Bid Summarization and Analysis Contract Preparation

Our Project Approach will vary due to the type of assignment; however, the important first steps in task initiation involve data gathering and scope development.

Data Gathering
This phase consists of defining the project objectives, identifying elements involved in the task, conducting a field review meeting (if required) and developing a detailed scope of services.

This phase will begin once a specific task or project has been identified by the  District. Once identified, we will coordinate with the Distict to obtain all existing
information. This data collection effort is very important in that it provides us valuable information prior to developing the scope of services.

If applicable or desired, an on-site field review meeting will be held jointly with the District and other appropriate agencies to discuss the task objectives and identify areas of concern. Discussions regarding the projects background, scope requirements, project constraints and other relevant issues will be held to reach an understanding of the overall project goals. Based on
the data collection effort and the initial on-site field meeting, the specific plan elements required for the task will be identified and agreed to with the District prior to developing a scope of services.

Scop..	evt"''opr"le t
A detailed scope of services, fee estimate, and schedule for each task will be developed based on the data gathering efforts and discussions. This scope and work effort will be heavily influenced by the quality of the  data collected and the specific needs of each task.
Man-hour estimates will be provided for each discipline involved. The scope and work effort will be prepared and negotiated quickly, so as not to affect the schedule.

Other Considerations
COST CONTROL
We constantly review our designs and look for ways to save our clients time and money. We exercise common sense engineering to provide practical design solutions and not merely based on the way things have always been done in the past.

PROJECT COSTS
We understand the financial constraints that clients face, due to the budget cuts and rising construction and ROW costs. We will review all designs, prepared by Dewberry or others, for cost savings measures that will

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

not affect the intention or safety of the project. Our recent experience has shown that minor changes in the design can save materials, and reduce or avoid costly business damage claims and/or ROW impacts . Another key to cost controls is to estimate costs early in the design process and as the design evolves, not just near the end of the design process. Early cost estimating allows for more options to be explored to keep projects within budget
or to notify the District that budgets may need to be adjusted.

PROJECT SCHEDULE
The importance of maintaining the project schedule through the design or review process cannot be overstated. Dewberry is committed to developing and adhering to the project schedule for each assignment. This is important to us because if we fail to successfully complete any assignment on time, our ability to obtain additional assignments with East 547 will be limited.
Furthermore, we will maintain an overall schedule of projects to help with internal and external coordination. We fully understand what is required to keep a project on schedule . The following proven actions will be used by our team to control the project schedule:
Experienced Client Manager: Our District Engineer, Rey, routinely manages multi-discipline projects, where coordination is critical. Dewberry's wide range of in-house services ensures close coordination between each discipline, enabling us to direct our staffing resources.
Weekly Team Meetings: Coordination will be ensured through weekly team meetings . These meetings will be used to track progress on individual tasks and as a planning tool.
Monthly Progress Reports: Monthly progress reports will be supplied to East 547. These reports will be an effective snapshot of the status of each assignment and will be used to identify any potential schedule issues.
Being Proactive: While managing the schedule, we will be proactive (vs. reactive) on all tasks. Emphasis will be placed on the activity start dates to ensure timely completion.

NPDES l'v1S4 PROGRAM SUPPORT
Having completed numerous programs for other cities and counties , we understand the MS4 Program and have the staff that will assist the CDD in updates, compliance questions and recommendations as needed in the ongoing program.

Initiation of Task

Communicates  with District Engineer, Rey Malave

ONE TASK MANAGER FROM START TO FINISH

Identify/define project scope Initiate site review
Establish  key staff
Discuss special issues, concerns. additional stakeholders

Detaiied description of project and scope of services Initial estimate of construction  cost and fees Propose schedule
Identify needs for specific information/data

• I t

Establish/investigate existing conditions Identify/evaluate alternative solutions Investigate possible utility conflicts
Develop scope for required investigative testing Develop preliminary design documents
Quality Assurance 1Quality Control review Develop cost estimate
Prepare final preliminary design package

Construction plans Specifications
Quality Assurance/Quality Control review Bid documents

Construction administration and inspection

PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE 4\GENCY ATTACH ADD ITION AL S H EETS AS NEEDED

INDEPENDENT PEER REVIEW
An independent peer review is performed for each phase submittal. This review is performed by senior level staff not directly involved in the project and may be located in a separate office.

CONSTRUCTABILITY/BIDABILITY REVIEW
Prior to the 90 and 100 percent submittals, the plans will be subjected to a constructability/bidability review . This review will be performed by our in-house construction administrators.

A. sura'1c /Q	J	,	·o
Dewberry understands the value of repeat business. Our commitment to personalized client service is such that we guarantee we will respond to each client's needs promptly and effectively. From the beginning, we recognized that functional efficiency and technical excellence must be provided as a matter of course in engineering design. Each project produced by our firm reflects this corporate commitment to excellence and our insurance is our Quality Control Plan. Our Quality Assurance Plan and procedures are based on the philosophies that:
Plan: Quality is controlled by adequate planning, coordination, supervision and technical direction, proper definition of job requirements and procedures, and the involvement of experienced professionals.
Do: Quality is achieved by individuals performing work functions carefully and "doing it right the first time".
Check: Quality is verified through checking, reviewing, and supervising work activities, with documentation
by objective individuals who were not directly responsible for performing the initial work.
Act: Quality is ensured by having a manager perform quality assurance functions that involve monitoring and close review of not only the work but also the procedures used in performing the work.

Asset Management
Dewberry is a leader in developing comprehensive, strategic asset management programs for public infrastructure. We typically utilize and coordinate with IT, GIS, mapping, and other appropriate technologies. Our asset management services are part of an approach for helping clients build dynamic, sustainable organizations that are capable of and committed to delivering the highest possible level of value and service to their customers.
Our team brings a level of credibility to the process that cannot be gained from a strict management-only
consulting approach. Over the coming future years, aging infrastructure will require an increasing higher portion of an organization's Capital and Renewal & Replacement
{R&R) dollars. Planning today must focus on risk based assessments, including targeted condition assessment to quantify and prioritize limited R&R and capital do llars. The Dewberry Team is comprised of  subject matter  experts that champion this innovative approach.

AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

33. AME AN TITLE
Rey Malave, PE, Associate Vice President

J 32. DATE
11.05.2021

ARCHITECT  -  ENGINEER QUALIFICATIONS	1 S O LIC l  :	/ U MB ER
PART II-GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.)

Dewberry Engineers Inc.	I Dewberry·	2013
2b. STREET
800 North Magnolia Avenue, Suite 1000

078839109

OWNERSHIP

2c. CITY
Orlando

2d. STATE	2e. ZIP CODE
FL	32803-3251

TYPE
Corporation

6a. POINT OF CONTACT NAME AND TITLE
Kevin E. Knudsen, PE, Vice President

6b. TELEPHONE NUMBER
321.354.9646

6c. EMAIL ADDRESS
kknudsen@dewberry.com

b. SMALL BUSINESS STATUS
No
7. NAME OF FIRM (If block 2a is a branch ort:ce)
The Dewberry Companies Inc.

8a. FORMER FIRM NAME(Sl ( If anv)	Bb YEAR ESTABLISHED	Be. UNIQUE ENTITY IDENTIFIER

9. EMPLOYEES BY DISCIPLINE
Funct ion I	c. Number of Employees
Code	b. Disc:  p!i   n  e
FIRM	(2' BRANCH
---+
ministrat	-+	215	8
08	CADD Technician	78	5
12	Civil Engineer	301	13
- l Construction Inspector	104
Construction Manager	49	i--
1   Economists/Financial Analysts   _	44	4
Electrical Engineer	78	1
24	Environmental Scientist	51	5
Land Surveyor	193	33
J   Landscape Architect	34	1	4
      _ 1     Pl    anner : Urban/Regional	40	I	3
Program AnalysUProgram Manager	24
Technical/Specification   Writer	50	1
Structural  Engineer	141	6
Technician/Analyst	4
I
60	I Transportation Engineer	167	24
62	Water Resources Engineer	118	5
Water/Wastewater Engineer	 	103	3
Other Employees	490	4
Total	2284	123	10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
Proftile	c. Reven ue
Experier::.e	Index Number
Code	(see be; w/
B02	Bridges   --	6
C16	Construction Surveying	2	
	E09		Environmental Impact Studies, Assessments or Statements
+-
H11	Housing (Residential, Multi-Family;
Apartments; Condominiums L02	d Surveying
L10	Land Development, Residential
L11	Land Development, Commercial L12	Land Development, Industrial L13	Land Development, Public
S09	Structural Design; Special Structures
S10	Surveying; Platting; Mapping; Flood Plain  -
Studies	l
T03	Traffic & Transportation Engineerin_g_  T04	Topographic Surveying and Mappi
T05	Towers (Self-Supporting & Guyed Systems)
W02 I Water Resources; Hydrology; Ground
Water
W03	Water Supply; Treatment and Distribution

t	

4

6
6
5
2

7
5
3	
ANNUAL AVERAGE PROFESSIONAL SERVICES	PROFESSIONAL SERVICES REVENUE INDEX NUMBER

REVENUES OF FIRMS FOR LAST 3 YEARS
(Insert revenue index number shown at fight)

10. $50 million or greater

 	.i	

Federal Work

Less than $100.0C0

5 $1 million to less than $2 million

2. $100.000 to Je s s than $250,000 3. $250 ,000 to less than $500.000

$2 million to less than $5 million
$5 mihion to less lhan $10 m;  ilion
.  $10	million to less lhan $25 mil;: on

Non-Federal Work

8	4  $500.000 to less than $1 m_i; ;on

$25 miII;on to less than $50 million

c. Total Work

8

c NAME A	TITLE

- - -

AUTHORIZED REPRESENTATIVE
The fOreg;ong  ;  s a statement of facts.

b DATE
November 2, 2021

Dona tl E. Stone, Jr., Director/Executive Vice President

SECTI,ON	2	:	Firm Licenses

FIRM LICENSES
State Licenses

Secretary of State

 1/.iu--:

Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Sixteenth day of June, 2021

I further certify that said corporation has not filed a Certificate of Withdrawal.

I further certify that said corporation has paid all fees due this office through December 31, 2021, that its most recent annual report/uniform business report was filed on June 14, 2021, and that its status is active.

The document number of this corporation is F00000007242.

I certify from the records of this office that DEWBERRY ENGINEERS INC. is a New York corporation authorized to transact business in the State of Florida, qualified on December 26, 2000.

State of Florida
Department of State

Tracking Number: 3123734411CU

To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed.

https: //services .sunbi z.org/Filings/Ce rtificat eOfStatus/Certi ficateAuthentication

Florida Department of Agriculture and Consumer 5',mces
DivisiQn or Consumer Sema!S	License No.: LB8011
Board of Professional Surveyors and' Mliepers
2005Apalacbee PkWl!Y Tnllah •. li'lorida 31399-(;SOO	Expiration Date  February 28, 2023

Professional Surveyor and Mapper Business License
Under the provisions of Chapter 472, Florida Statutes

DEWBERRY ENGINll:ERS INC.
800 N MAGNOLIA AVESTE 1000
ORLANDO, FL 32803-3251

NICOLE "NJJ<KJ'"
COMMISSIONER OF AGRICULTURE

This is 10 certify Ibo.I the prof'wiooot surttyor and mapper w	tu1mc and:iddte:ss are shown abo,.c 1s licc:-ascd m ra-aulred by Chap1er 472. Aorid:I. StMlltc!i

Ron DeSanlis, Gov«nar

Halsey Beshears, Sec:retiry	,. rida

STATE OF FLORIDA

dt51    fl)r

DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION

EXPIRATION DATE: NOVEMBER 30, 2021
Always verify licenses online at MyF/oridaUcense.com

Do not alter this document in any form.

This is your license. It is unla wful for anyone other than the licensee to use this document.

.&,

Please be advised that as of February 2021, the Florida Board of Professional Engineers (FBPE) does not require companies to renew their engineering licensure and therefore no longer have printable licenses nor applicable expiration dates, only a requirement that they be currently listed on the Board's registry. Dewberry Engineers Inc. is up-to-date on professional registration to the board, which can be confirmed with a Florida Department of Business & Professional Regulation (DBPR) licensee search.

 	. . \ -

, licensee Details
; Lfc.e,;	1fiio,m...  '" n

1

, :

Name:
Maih Address:

DEWBERRY ENG l NEERS INC. (Prim.vy Name)
l«01ARLINGTON BLVO.
FAIRFAX Virgini a 22031

County·

OUT OF STATE

License Mailing!

&I	Lk:onseLoc,tion:

r,. ,
,•  lJ!f°"!..

I

I	License lype: Rank:
.	Ucense Number:
I	Status:
,   !	Licensure Date:
I I	Explr.,.

[	-

i_  -   -	...
S,   pedal QuaUf",catl om
-"         ,_        .

.	-

·-

-
Altemab.l Hanies
(       ,.,	.
-·---- - -----------
-	.
View Rekl@d Urem;e Information
" view license ComP-lilinl

Registry Regktry 87-0 f
Current
02/09/2001

Individual Licenses

STATE OF FLORIDA

Atways verify r1eenses online at Myfloridalicense.com

Do not alter tnis dotument in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document

STATE OF FLORIDA

Do not a/trr tht5 documer,t 1n anv form

Ron DeSantls, Gowmot'

STATE OF FLORIDA

-

EXPIRATION DAT£: FEBRUARY 28, 2023
Always verify licenses online at Myflo:idaLicense.com

lW

Do not alter this document in any form.
This is your ricense. It Is unlawful for arr,-one other than the licensee to use this document

STATE OF FLORIDA

EXPIRATION DATE: FEBRUARY 28, 2023
Afways ""'1fy  licenses oriline at MyFloridaLia,nse.com

Do ,,ot...., lhls docurnml in IIIV lorm.
This Is your license. It is unlawful for anyone other than the llcensee to use this document

STATE OF FLORIDA

EXPIRATION DATE:  FEBRUARY 28, 2023
Always verify ricenses online at MyFtoridaLicense.com

Do not alter this document in any form.
This is \'00.r lk.e.ns It t!j unLawfu.l fOf' ilOyon,t! o hB than tbe lla.rn. m U!I! Om dOCl..lmt!nt.

Ron DeSanti Governor

STATE OF FLORIDA

Always verify ricenses online at MyFloridaLicense.com

Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.

t9 D e w b e r r y ·	FIRM LICENSES

Society of Wetland Scientists Professional Certification Program, Inc

renews the designation

Professional Wetland Scientist
For

Nicole Gough

In recognition of all the professional requirements approved by the Society of Wetland Scientists Certification Renewal Program, and verified by the Society's Certification Renewal Review Panel .
Professional Wetland Scientist Number 2585 issued on 7/15n015 and recertified on 2/1/2020 .
Due to recertify again by 7/15/2025.

Matthew  Simpson, PWS
President

Pat Frost, PWS Certification Renewal Chair

WILLIAM DOUGLAS DONLEY

---

Florida partment or A1rlculture and CoDSUmer Sentc:a
Division or CollSUmer Services	License No.; LS538l
Board or ProCesalonal Surve}'Ol'S 8Jll;I Mappers
2005 Apala<hee Pkway Tallahassee, Florida 32399-6500	Expiration Date February 28, 2023

Professional Surveyor and Mapper License
Under the provision.s of Chapter 472, Aorida Sta111tes

NICOLE·Nrxx.r FRIED
COMMISSIONER OF AGRICULTURE

Rtm OeSantls,. Governor

STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION

EXPIRATION DATEt NOVEMBER 30, 2021
Always verify licenses online at MyFk>ridalic ense.com

Do not alter this document in any fo rm.

This is your license. It is unlawful for anyone other than the licensee to use this document.

SECTION 3: Qualifications and Experience

QUALIFICATIONS AND EXPERIENCE

Ability and Adequacy of Professional Personnel
We have carefully selected our team of professionals and technical experts to match our experience and expertise with the qualifications required . Our firm has a varied array of experience, disciplines, and available resources available to provide the required services to the East 547 CDD. Our team can provide engineering design, planning management, technical, and administrative services as requested by East 547 CDD and will make a commitment to prioritize the CDD's needs.

Our District Engineer, Rey Malave, PE, Associate Vice President at Dewberry, has 41 years of civil engineering experience for both public and private clients and has served as the project manager
for numerous private commercial and residential developments across Florida. This includes Dowden West CDD in Orlando; Live Oak Lake CDD (Twin Lakes Development) in Osceola County; Cascades at Groveland COD in Groveland; Baytree CDD in Brevard County; and the Lakewood Ranch CDDs in Sarasota and Manatee Counties.

Rey has a proven track record for meeting budgets and schedules on complex and short time frame design projects. He is known for his ability to quickly adapt to changing schedules, design parameters, and client needs. Rey's diversified background in engineering design includes all aspects of land development engineering including master drainage, stormwater management design, site grading, water and reclaim distribution and sewer collection/transmission systems, as well as, project reviews for permitting agencies.

Serving as Assistant District Engineer is Peter Armans, PE. He has 12 years of experience in planning, design, rehabilitation, condition
assessment, and construction management of water distribution systems, sewer conveyance systems, and stormwater management systems. He provides oversight and review for various inspection technologies and methodologies and has in-depth experience with scoping, budgeting, advertising, and negotiating construction activities and contracts.
Our project management and organizational

Why Dewberry?

0

e

District Engineer for 25+ CDDs across Florida

Local, experienced District Engineer ready to work for you

e

Comprehensive understanding of CDD's infrastructure and operational needs

300+ employees in 15 offices within Florida, including a local office in Orlando

Cohesive group of professionals integrated across service areas to leverage success for our clients

60+ years helping clients build and shape communities

structure within each key service areas demonstrates our thorough understanding of the scope of this contract and our desire to meet the objectives of the project assignments.

Our senior experienced professionals are all well versed in addressing their particular specialty area and have associates working under their direction to efficiently tackle any assignment from East 547 CDD. This organizational structure has a long history of success as a model that Dewberry has implemented across the country for similar CDDs and public agencies.

We will continue to develop and apply innovative concepts and techniques to effectively and efficiently design and manage all tasks. It is important to note that Dewberry is a full-service civil engineering firm that can meet your needs for any project - large or small. Dewberry can react quickly to your requests and provide all technical support under one roof.
For more information on our project management

FIGURE 3.1 We build strong and lasting relationships with our clients. The caliber of our people and combining unsurpassed client service with deep subject matter expertise is what
sets us apart. We operate with the highest level of ethics and transparency.
Our  integrity-and that of our people- is
second to none. Personal commitment to our clients and standing behind our work are
two centra l tenants of our cultural statement, "Dewberry at Work."

team, we have provided resumes in our Standard Form 330 included in
Section 1: Standard Form 330 of our proposal.

Certified Minority Business
Dewberry Engineers Inc. is not a certified minority business.

Willingness to Meet Time and Budget Requirements
Dewberry recognizes the importance of maintaining project budgets. We have a long history of providing on-schedule services and projects that fit within the client's budget. Over 85% of our work is from repeat clients ... a testament to our ability to work within a budget and schedule.
The following proven actions will be used by our team to control the project budget:
Experienced Staff: The most effective means of meeting the design budget and schedule is by using experienced staff with the knowledge, training, and equipment necessary to perform their assigned tasks. Dewberry's Project Team has these attributes.
Construction Budget Controls: We are acutely aware of the volatile construction materials market and its impact on construction budgets. As such, we periodically update our cost data to ensure that the most current unit prices are being used for the construction cost estimates.
Project Schedule: One way we keep costs in line is by developing and maintaining a schedule for each task. We build a design quality control checking date into every schedule prior to the submittal date for all project deliverables. We have found that focusing on the submittal date often results in rushed or incomplete quality control checks of the plans. Therefore, we will schedule a quality check date at least two weeks prior to the submittal date to make sure that the process is completed. This also allows our District Engineer and team to focus on the quality control date, resulting in plenty of time for the process to work and thus further committing to the project's budget.

Past Experience and Performance
For more than 45 years, our land development professionals have combined an unsurpassed commitment to serving Florida developers with a deep subject matter expertise in a broad spectrum of professional services. We have served as District Engineer for over 25 CDDs across Florida, varying in size from 200 acres to close to 10,000 acres. We are experienced in CDDs from the creation to the continued operations.

Our clients benefit from our local experience and presence, and our familiarity with entitlement issues, plan development and review processes, and local codes and ordinances. We offer creative and cost-effective designs that transform communities.

We provide our residential clients with a range of services that include land planning, entitlement approval, infrastructure design and permitting, surveying, stormwater modeling, environmental review and permitting, sustainable design, landscape architecture, and cost and schedule estimating. We envision and help realize

possibilities to enrich communities, restore built and natural environments, and manage positive change.

The following table demonstrates our CDD experience throughout Florida:

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Baytree CDD, Brev rd County, FL
Cascades at Groveland COD, Groveland, FL

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Country Greens CDD (Sorrento Springs CDD), Lake County, FL
Covington Park CDD, Hillsborough County, FL

Deer Run CDD, Flagler County, FL

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Dowden West CDD, Orange County, FL
East Park COD, Orange County, FL

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Lakewood Ranch C DDs 1, 2, 4, 5, 6, Manatee County, FL

Greater Lakes - Sawgrass Bay COD, Lake Wales, FL	 		.1

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Highland Meadows CDD, Polk County, FL
Lake Emma CDD, Groveland, FL

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Lakewood Ranch Stewardship, Manatee County, FL
Live Oak Lake (Twin Lakes Development) CDD, Osceola County, FL

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Montecito CDD, Brevard County, FL
Narcoossee CDD, Orange County, FL
On-Top-of-the-World CDDs, Marion County, FL
Osceola Chain of Lakes, Osceola County, FL

-	-	-	-	♦

•	•	•	••	I

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 • • • ·•*l• l• ,r·• • :• :•\

Reedy Creek Improvement District, Osceola County, FL
Reunion Resort CDD, Osceola County, FL
- - - - - - -
Verandas CDD, Pasco County, FL

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Viera CDD, Brevard County, FL

• • • •

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VillaSol CDD, Osceola County, FL

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West Villages Improvement District, Sarasota County, FL

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Geographic Location
With 15 office locations and over 300 employees
in Florida, we bring expertise, qualifications, and
resources to clients throughout the State.
Located in our Orlando office, Rey and Peter will
be responsive, make frequent visits, and be readily
available for meetings, presentations, or site
visits. Additionally, our project team includes local,
Orlando staff members proposed for this contract,
which leads all components of our assignments to
be developed concurrently by a cohesive team.
By utilizing our extensive presence within Central
Florida, our approach to the District's projects will
combine our understanding of the various project
assignments with our experience in identifying
the District's needs to develop the appropriate
project team for each assignment. This allows us to
minimize the time needed from project request to
"boots on the ground" activity.
In addition, our Project Team is supported by
nationally-recognized subject matter experts and dedicated quality control staff who have the
required capacity to provide the array of required services to East 547. This depth of organization permits us to call upon specialists and a broad base of support to satisfy diverse or manpower intensive tasks.

Current and Projected Workloads
Dewberry has an excellent track record of meeting
time and budget requirements on the projects we
have highlighted in this response and will meet this
goal with East 547 CDD. We are fully available for
this contract!
Our team, supported by a strong in-house team
of infrastructure design specialists, planners,
surveyors, environmental scientists, ROW
mappers, roadway engineers, MOT engineers, and
construction inspection personnel, has the capacity
to address all of the District's needs throughout the
term of this contract.
Due to the capacity and availability of our proposed
staff, we can commit to the District our dedicated
team members for these important projects.
Volume of Work Previously Awarded
to Consultant by District
Although Dewberry has not worked for the East
547 CDD, we have extensive working experience
with numerous CDDs. As demonstrated throughout our proposal, we currently serve as the District Engineer for over 25 CDDs in Florida, which allows us to provide East 547 with the unique experience, familiarity, and understanding of the type of services that will be requested.

East 547 Community Development District Engineer RFQ Ranking Sheet

Ability and Adequacy	Consultant's	Geographic	Willingness to Meet	Certified Minority	Recent, Current	Volume of Work			
	of Personnel	Past Performance	Location	Time and Budget	Business Enterprise	and Projected	Previously Awarded to	Total Score	Ranking	
				Requirements		Workloads	Consultant by District			
	25 Points	25 Points	20 Points	15 Points	5 Points	5 Points	5 Points			

Dewberry										

SECTION V

Marsha M. Faux, CFA, ASA
POLK COUNTY PROPERTY APPRAISER
2022 Data Sharing and Usage Agreement

EAST 547 CDD
This Data Sharing and Usage Agreement, hereinafter referred to as “Agreement,” establishes the terms and conditions under which the EAST 547 CDD, hereinafter referred to as “agency,” can acquire and use Polk County Property Appraiser data that is exempt from Public Records disclosure as defined in FS 119.071.

As of July 1, 2021, the Florida Public Records Exemptions Statute was amended as it relates to the publicly available records maintained by the county property appraiser and tax collector. As a result, exempt (aka confidential) parcels and accounts have been added back to our website and FTP data files. No owner names, mailing addresses, or official records (OR)
 books and pages of recorded documents related to these parcels/accounts, appear on the Property Appraiser’s website or in FTP data files. In addition, the Polk County Property Appraiser’s mapping site has been modified to accommodate the statutory change. See Senate Bill 781 for additional information.

For the purposes of this Agreement, all data is provided. It is the responsibility of the agency to apply all statutory guidelines relative to confidentiality.

The confidentiality of personal identifying information including: names, mailing address and OR Book and Pages owned by individuals that have received exempt / confidential status, hereinafter referred to as “confidential data,” will be protected as follows:
The agency will not release confidential data that may reveal identifying information of individuals exempted from Public Records disclosure.
The agency will not present the confidential data in the results of data analysis (including maps) in any manner that would reveal personal identifying information of individuals exempted from Public Records disclosure.
The agency shall comply with all state laws and regulations governing the confidentiality and exempt status of personal identifying and location information that is the subject of this Agreement.
The agency shall ensure any employee granted access to confidential data is subject to the terms and conditions of this Agreement.
The agency shall ensure any third party granted access to confidential data is subject to the terms and conditions of this Agreement. Acceptance of these terms must be provided in writing to the agency by the third party before personal identifying information is released.
The term of this Agreement shall commence on January 1, 2022 and shall run until December 31, 2022, the date of signature by the parties notwithstanding. This Agreement shall not automatically renew. A new agreement will be provided annually to ensure all responsible parties are aware of and maintain the terms and conditions of this Data Sharing and Usage Agreement.
In witness of their agreement to the terms above, the parties or their authorized agents hereby affix their signatures.

POLK COUNTY PROPERTY APPRAISER

Signature:   	

EAST 547 CDD

Signature:   	

Print:	Marsha M. Faux CFA, ASA		Print:	 	

Title:	Polk County Property Appraiser		Title:	 	

Date:	December 1, 2021		Date:	 	

Please email the signed agreement to pataxroll@polk-county.net.

SECTION VI

CONTRACT AGREEMENT
This Agreement made and entered into on Friday, December 03, 2021 by and between the East 547 Community Development District, a local unit of special purpose government of the State of Florida hereinafter referred to as the 'Special District', and Marsha M. Faux, Polk County Property Appraiser, a Constitutional Officer of the State of Florida, whose address is 255 North Wilson Ave., Bartow, FL 33830, hereinafter referred to as the 'Property Appraiser'.

Section 197.3632 Florida Statutes, provides that special assessments of non-ad valorem taxes levied by the Special District may be included in the assessment rolls of the County and collected in conjunction with ad valorem taxes as assessed by the Property Appraiser. Pursuant to that option, the Property Appraiser and the Special District shall enter into an agreement providing for reimbursement to the Property Appraiser of administrative costs, including costs of inception and maintenance, incurred as a result of such inclusion.

The parties herein agree that, for the 2022 tax year assessment roll, the Property Appraiser will include on the assessment rolls such special assessments as are certified to her by the East 547 Community Development District.

The term of this Agreement shall commence on January 1, 2022 or the date signed below, whichever is later, and shall run until December 31, 2022, the date of signature by the parties notwithstanding. This Agreement shall not automatically renew.

The Special District shall meet all relevant requirements of Section 197.3632 & 190.021 Florida Statutes.

The Special District shall furnish the Property Appraiser with up-to-date data concerning its boundaries and proposed assessments, and other information as requested by the Property Appraiser to facilitate in administering the non-ad valorem assessment in question. Specifically, if assessments will be included on the 2022 TRIM Notice, the Special District shall provide proposed assessments no later than Friday, July 15, 2022. The Special District’s assessments shall, as far as practicable, be uniform (e.g. one uniform assessment for maintenance, etc.) to facilitate the making of the assessments by the mass data techniques utilized by the Property Appraiser.

The Special District shall certify to the Property Appraiser the Special District’s annual installment and levy no later than Thursday, September 15, 2022. The Property Appraiser shall, using the information provided by the Special District, place the Special District’s non ad-valorem special assessments on properties within the district for inclusion on the 2022 tax roll.

The Property Appraiser shall be compensated by the Special District for the administrative costs incurred in carrying out this Agreement at the rate of 1% of the amount levied on the TRIM Notice or if the TRIM Notice is not used, the rate shall be 1% of the amount levied on the 2022 tax roll. For the TRIM Notice, the Property Appraiser will require payment on or before Thursday, September 15, 2022 for processing within the Property Appraiser budget year (October 1st – September 30th).

If the actual costs of performing the services under this agreement exceed the compensation provided for in Paragraph 7, the
amount of compensation shall be the actual costs of performing the services under this agreement.

If tax roll corrections are requested by the Special District, the Property Appraiser shall be compensated by the Special District for the administrative costs incurred at the rate of $5.00 for each tax roll correction exceeding ten (10) corrections per tax year.

The Special District shall indemnify and hold harmless, to the extent permitted by Florida law and without waiving its right of any applicable sovereign immunity, the Property Appraiser and all respective officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorneys' fees and costs of defense, which the Property Appraiser and all respective officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the negligent or intentional acts or omissions of the Special District or its employees, agents, servants, partners, principals, or subcontractors arising out of, relating to, or resulting from the performance of the Agreement. The Special District shall pay all claims and losses in connection therewith and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the Property Appraiser where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorneys' fees which may issue thereon.

EXECUTED By:	Marsha M. Faux, CFA, ASA
Polk County Property Appraiser

Special District Representative Print name

Title	Date

By:

Marsha M. Faux, Property Appraiser

SECTION VII

SECTl-"ON·C

S	ECTION 1

East 547
Community Development District
Summary of Checks

October 09, 2021 through December 02, 2021

Bank	Date	Check No.'s	Amount	
General Fund	
10/15/21	
62-68	
$	6,839.33	
	10/25/21	69	$	651.44	
	11/19/21	70-72	$	5,397.30	
			$	12,888.07	

S ECTION 2	-

East 547
Community Development District

Unaudited Financial Reporting
September 30, 2021

Table of Contents

 	Balance Sheet 

 	General Fund  Income Statement 

 	Debt Service Fund - Series 2021

 	Capital Projects Fund

 	Month to Month

 	Long  Term Debt Schedule

Community Development District Combined Balance Sheet September 30, 2021

 	General	Debt Service	Capital Projects	Totals
Fund	Fund	Fund	Governmental Funds	
Assets:			
Cash
Due From Developer Due From Capital Prepaid Expenses		$	13,203	$	-	$	-	$	13,203
$	-	$	-	$	-	$	-
$	-	$	-	$	-	$	-
$	5,175	$	-	$	-	$	5,175	
Series 2021 Reserve		
$	-	$	163,044	$	-	$	163,044	
Interest		$	-	$	77,548	$	-	$	77,548	
Revenue		$	-	$	3	$	-	$	3	
Construction		$	-	$	-	$	2,408,655	$	2,408,655	
Total Assets		$	18,378	$	240,595	$	2,408,655	$	2,667,628	
Liabilities:			
Accounts Payable		$	1,666	$	-	$	-	$	1,666	
Total Liabilities		$	1,666	$	-	$	-	$	1,666	

Fund Balances:			
Unrestricted		$	16,712	$	-	$	-	$	16,712	
Assigned for Debt Service 2020	$	-	$	240,595	$	-	$	240,595	
Assigned for Capital Projects 2020	$	-	$	-	$	2,408,655	$	2,408,655	
Total Fund Balances	$	16,712	$	240,595	$	2,408,655	$	2,665,961	
		
Total Liabilities & Fund Balance	$	18,378	$	240,595	$	2,408,655	$	2,667,628	

Community Development District
General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance For The Period Ending September 30, 2021

Adopted	Prorated Budget	Actual	
Budget	Thru 09/30/21	Thru 09/30/21	Variance	

Revenues		
Developer Contributions	$	114,010	$	85,000	$	85,000	$	-	
Total Revenues	$	114,010	$	85,000	$	85,000	$	-	
Expenditures:					
General & Administrative:					
Supervisor Fees	$	12,000	$	12,000	$	5,600	$	6,400	
Engineering	$	15,000	$	15,000	$	-	$	15,000	
Dissemination	$	-	$	-	$	1,250	$	(1,250)	
Attorney	$	25,000	$	25,000	$	9,995	$	15,005	
Management Fees	$	35,000	$	35,000	$	35,000	$	(0)	
Information Technology	$	3,250	$	3,250	$	3,250	$	-	
Telephone	$	300	$	300	$	-	$	300	
Postage	$	1,000	$	1,000	$	125	$	875	
Printing & Binding	$	1,000	$	1,000	$	71	$	929	
Insurance	$	5,000	$	5,000	$	5,000	$	-	
Legal Advertising	$	10,000	$	10,000	$	15,651	$	(5,651)	
Other Current Charges	$	5,000	$	5,000	$	78	$	4,922	
Office Supplies	$	625	$	625	$	187	$	438	
Travel Per Diem	$	660	$	660	$	-	$	660	
Dues, Licenses & Subscriptions	$	175	$	175	$	275	$	(100)	
Total General & Administrative:	$	114,010	$	114,010	$	76,482	$	37,528	
					
Total Expenditures	$	114,010	$	114,010	$	76,482	$	37,528	
					
Excess Revenues (Expenditures)	$	-		$	8,518		
					
Fund Balance - Beginning	$	-		$	8,193		
					
Fund Balance - Ending	$	-		$	16,712		

For The Period Ending September 30, 2021

	Adopted	Prorated Budget	Actual		
	Budget	Thru 06/30/21	Thru 06/30/21	Variance	
Revenues:			
Interest	$	-	$	-	$	3	$	3	
Total Revenues	$	-	$	-	$	3	$	3	

Expenditures:			
Interest Expense 11/01	$	-	$	-	$	-	$	-	
Principal Expense 05/01	$	-	$	-	$	-	$	-	
Interest Expense 05/01	$	-	$	-	$	-	$	-	
Total Expenditures	$	-	$	-	$	-	$	-	

Other Financing Sources:			
Bond Proceeds	$	-	$	-	$	240,592	$	240,592	
Total Other Financing Sources (Uses)	$	-	$	-	$	240,592	$	240,592	
			
Excess Revenues (Expenditures)	$	-	$	240,595		
			
Fund Balance - Beginning	$	-	$	-		
			
Fund Balance - Ending	$	-	$	240,595		

For The Period Ending September 30, 2021

	Adopted	Prorated Budget	Actual		
	Budget	Thru 06/30/21	Thru 06/30/21	Variance	
Revenues:			
Interest	$	-	$	-	$	54	$	54	
Total Revenues	$	-	$	-	$	54	$	54	

Expenditures:			
Capital Outlay	$	-	$	-	$	3,018,145	$ (3,018,145)	
Capital Outlay - COI	$	-	$	-	$	315,781	$	(315,781)	
Total Expenditures	$	-	$	-	$	3,333,926	$ (3,333,926)	

Other Financing Sources:			
Bond Proceeds	$	-	$	-	$	5,634,408	$	5,634,408	
Premium Sale of bond	$	-	$	-	$	108,119	$	108,119	
Total Other Financing Sources (Uses)	$	-	$	-	$	5,742,527	$	5,742,527	
			
Excess Revenues (Expenditures)	$	-	$	2,408,655		
			
Fund Balance - Beginning	$	-	$	-		
			
Fund Balance - Ending	$	-	$	2,408,655		

East 547
Community Development District Month to Month

	Oct	Nov	Dec		Jan	Feb	Mar		Apr	May	Jun		Jul	Aug	Sep		Total	
Revenues																		
Developer Contributions	$	-	$	20,000 $	20,000	$	-	$	- $	-	$	-	$	- $	45,000	$	-	$	- $	-	$	85,000	
Total Revenues	$	-	$	20,000 $	20,000	$	-	$	- $	-	$	-	$	- $	45,000	$	-	$	- $	-	$	85,000	
Expenditures:																		
General & Administrative:																		
Supervisor Fees	$	800	$	1,800 $	-	$	-	$	1,000 $	-	$	-	$	600 $	800	$	-	$	- $	600	$	5,600	
Engineering	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	5,000	$	-	$	- $	(5,000)	$	-	
Dissemination	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	417	$	417 $	417	$	1,250	
Attorney	$	2,408	$	1,080 $	411	$	179	$	2,282 $	312	$	27	$	853 $	671	$	48	$	711 $	1,015	$	9,995	
Audit	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	
Management Fees	$	2,917	$	2,917 $	2,917	$	2,917	$	2,917 $	2,917	$	2,917	$	2,917 $	2,917	$	2,917	$	2,917 $	2,917	$	35,000	
Information Technology	$	-	$	- $	-	$	-	$	- $	1,750	$	-	$	1,000 $	125	$	125	$	125 $	125	$	3,250	
Telephone	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	
Postage	$	62	$	21 $	24	$	-	$	- $	5	$	-	$	0 $	2	$	4	$	4 $	4	$	125	
Printing & Binding	$	56	$	2 $	8	$	-	$	- $	4	$	-	$	- $	2	$	-	$	- $	-	$	71	
Insurance	$	5,000	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	5,000	
Legal Advertising	$	11,545	$	- $	113	$	-	$	852 $	-	$	426	$	435 $	211	$	709	$	709 $	651	$	15,651	
Other Current Charges	$	-	$	- $	-	$	-	$	- $	-	$	25	$	- $	8	$	8	$	8 $	29	$	78	
Office Supplies	$	4	$	3 $	46	$	-	$	- $	3	$	-	$	0 $	3	$	129	$	0 $	0	$	187	
Travel Per Diem	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	
Dues, Licenses & Subscriptions	$	275	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	-	$	- $	-	$	275	
Total General & Administrative:	$	23,066	$	5,822 $	3,518	$	3,096	$	7,050 $	4,991	$	3,394	$	5,805 $	9,738	$	4,356	$	4,890 $	758	$	76,482	
																		
Total Expenditures	$	23,066	$	5,822 $	3,518	$	3,096	$	7,050 $	4,991	$	3,394	$	5,805 $	9,738	$	4,356	$	4,890 $	758	$	76,482	

Excess Revenues (Expenditures)	$	(23,066)  $	14,178   $	16,482   $	(3,096)  $	(7,050)  $	(4,991)  $	(3,394)  $	(5,805)  $	35,262   $	(4,356)  $	(4,890)  $	(758)  $	8,518

East 547
Community Development District Long Term Debt Report

SERIES 2021, SPECIAL ASSESSMENT REVENUE BONDS	
INTEREST RATE:	2.500%, 3.000%, 3.300%, 4.000%	
MATURITY DATE:	5/1/2051	
RESERVE FUND DEFINITION	MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$163,044	
RESERVE FUND BALANCE	$163,044	
BONDS OUTSTANDING - 06/15/21	$5,875,000	
CURRENT BONDS OUTSTANDING	$5,875,000	

SECTION 3

Requisition	Payee/Vendor	Amount	
19	Blue Ox Enterprises, LLC	$	215,795.52	
20	Blue Ox Enterprises, LLC	$	517,136.59	
21	John Ammons	$	7,150.00	
22	Associates Construction Products	$	116,730.00	
23	Duke Energy	$	115,197.81	
24	Blue Ox Enterprises, LLC	$	352,276.42	
25	BYO Recreation	$	5,149.00	
26	National Playground Construction	$	10,150.00	
27	Platinum Surveying & Mapping, LLC	$	21,500.00	
28	Daly Design Group, Inc.	$	2,010.00	
29	Blue Ox Enterprises, LLC	$	210,121.70	
	TOTAL	$	1,573,217.04