Stoneybrook South at ChampionsGate Community Development District
Agenda August 7, 2023

Stoneybrook South at ChampionsGate
Community Development District

219 E. Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524- Fax: 407-839-1526

July 31, 2023

Board of Supervisors
Stoneybrook South at ChampionsGate Community Development District

Dear Board Members:

The meeting of the Board of Supervisors of the Stoneybrook South at ChampionsGate Community Development District will be held Monday, August 7, 2023 at 11:30 a.m. at the Oasis Club at ChampionsGate, 1520 Oasis Club Blvd., ChampionsGate, FL 33896.

Call-in Information for Members of Public:

Dial-in. Number: (267) 930-4000
Participate Code: 876-571

Following is the advance agenda for the meeting:

Audit Committee Meeting
Roll Call
Public Comment Period
Approval of Minutes of the May 1, 2023 Meeting
Tally of Audit Committee Members Rankings and Selection of an Auditor
Adjournment

Board of Supervisors Meeting
Roll Call
Public Comment Period
Organizational Matters
Appointment of Individuals to Fulfill Vacancies in Seats #3 & #4
Administration of Oaths of Office to Newly Appointed Board Members
Election of Officers
Consideration of Resolution 2023-11 Electing Officers
Approval of Minutes of the June 5, 2023 Meeting
Public Hearing
Consideration of Resolution 2023-09 Adopting the Fiscal Year 2024 Budget and Relating to the Annual Appropriations
Consideration of Resolution 2023-10 Imposing	Special	Assessments	and Certifying an Assessment Roll
Consideration of Landscape Maintenance Agreement with Stoneybrook South CDD & Floralawn, Inc.
Ratification of Transfer of Environmental Resource Permit

Acceptance of Audit Committee Recommendation and Selection of #1 Ranked Firm to Provide Auditing Services for the Fiscal Year 2023
Staff Reports
Attorney
Memorandum Regarding Ethics Training and Other Legislative Updates
Engineer
Presentation of Annual Report
Approval of Assignment and	Assumption of	District Engineering Agreement with Madden, Moorhead, & Stokes, LLC
District Manager's Report
Approval of Check Register
Balance Sheet and Income Statement
111.	Discussion and Approval of Fiscal Year 2024 Meeting Schedule
Other Business
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Supervisor's Requests
Adjournment

The balance of the agenda will be discussed at the meeting. In the meantime, if you should have any questions, please contact me.

\L-

Sincerely,
 L--
George S. Flint District Manager

Cc:	Jan Carpenter, District Counsel David Reid, District Engineer

Enclosures

Audit Committee Meeting

Minutes

MINUTES OF MEETING STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

The Audit Committee meeting of the Stoneybrook South at ChampionsGate Community Development District was held Monday, May 1, 2023 at 11:40 a.m. at the Oasis Club at ChampionsGate, 1520 Oasis Club Blvd., ChampionsGate, Florida 33896.

Present for the Audit Committee were:

Adam Morgan	Chairman
Rob Bonin Logan Lantrip Jarred Cornell Barry Bichard George Flint Kristen Trucco Amanda Udstad Alan Scheerer

FIRST ORDER OF BUSINESS	Roll Call
Mr. Flint called the meeting to order and called the roll.

SECOND ORDER OF BUSINESS	Public Comment Period
Mr. Flint: We just have Board members and staff.

THIRD ORDER OF BUSINESS	Audit Services
Approval of Request for Proposals and Selection Criteria
Mr. Flint stated that this was for the Fiscal Year 2023 audit. He stated that included was the request for proposals and selection criteria for the audit.

On MOTION by Mr. Morgan, seconded by Mr. Cornell, with all in favor, Authorizing Staff to Issue the RFP and Accepting the Selection Criteria, was approved.

Approval of Notice of Request for Proposals for Audit Services
Mr. Flint asked for a motion to approve the notice of request for audit service proposals.

May 1, 2023	Stoneybrook South at ChampionsGate CDD

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the Notice of Request for Proposals for Audit Services, was approved.

Public Announcement of Opportunity to Provide Audit Services
Mr. Flint announced the opportunity to the public to provide audit services for the Stoneybrook South at ChampionsGate Community Development District.

FOURTH ORDER OF BUSINESS	Adjournment

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the meeting was adjourned.

Attest	Chairman

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Section IV

Stoneybrook South at ChampionsGate CDD Auditor Selection	
	
Ability of Personnel (20 pts)	
Proposer's Experience (20 pts)	
Understanding of Scope of Work (20 pts)	
Ability to Furnish the Required Services (20 pts)	

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

2023 - $3,475			
					2024 - $3,475			
					2025 - $3,665			
Berger, Toombs, Elam, Gaines &					2026 - $3,775			
Frank					2027 - $3,775			

2023 - $3,800			
					2024 - $3,900			
					2025 - $4,000			
					2026 - $4,100			
Grau & Associates					2027 - $4,200			

STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT

PROPOSAL FOR AUDIT SERVICES

PROPOSED BY:

Berger, Toombs, Elam, Gaines & Frank CERTIFIED PUBLIC ACCOUNTANTS, PL

600 Citrus Avenue, Suite 200	(772) 461-6120 Fort Pierce, Florida 34950

CONTACT PERSON:

J. W. Gaines, CPA, Director

DATE OF PROPOSAL:

May 31, 2023

TABLE OF CONTENTS

DESCRIPTION OF SECTION	PAGE

Letter of Transmittal	1-2
Profile of the Proposer
Description and History of Audit Firm	3
Professional Staff Resources	4-5
Ability to Furnish the Required Services	5
Arbitrage Rebate Services	6
Governmental Auditing Experience	7-16
Fee Schedule	17
Scope of Work to be Performed	17
Resumes	18-34
Peer Review Letter	35
Instructions to Proposers	36-37
Evaluation Criteria	38

May 31, 2023

Stoneybrook South at ChampionsGate Community Development District Governmental Management Services
219 E Livingston Street Orlando, FL 32801

Dear District Manager:

Thank you very much for the opportunity to present our professional credentials to provide audit services for Stoneybrook South at ChampionsGate Community Development District.

Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL has assembled a team of governmental and nonprofit specialists second to none to serve our clients. Our firm has the necessary qualifications and experience to serve as the independent auditors for Stoneybrook South at ChampionsGate Community Development District. We will provide you with top quality, responsive service.

Experience

Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL is a recognized leader in providing services to governmental and nonprofit agencies throughout Florida. We have been the independent auditors for a number of local governmental agencies and through our experience in performing their audits, we have been able to increase our audit efficiency and; therefore, reduce costs. We have continually passed this cost savings on to our clients and will continue to do so in the future. As a result of our experience and expertise, we have developed an effective and efficient audit approach designed to meet or exceed the performance specifications in accordance with auditing standards generally accepted in the United States of America, the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and the standards for financial and compliance audits. We will conduct the audit in accordance with auditing standards generally accepted in the United States of America; “Government Auditing Standards” issued by the Comptroller General of the United States; the provisions of the Single Audit Act, Subpart F of Title 2 US Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, with minimal disruption to your operations. Our firm has frequent technical updates to keep our personnel informed and up-to-date on all changes that are occurring within the industry.

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Stoneybrook South at ChampionsGate Community Development District May 31, 2023

Our firm is a member of the Government Audit Quality Center, an organization dedicated to improving government audit quality. We also utilize the audit program software of a nationally recognized CPA firm to assure us that we are up to date with all auditing standards and to assist us maintain maximum audit efficiencies.

To facilitate your evaluation of our qualifications and experience, we have arranged this proposal to include a resume of our firm, including our available staff, our extensive prior governmental and nonprofit auditing experience and clients to be contacted.

You need a firm that will provide an efficient, cost-effective, high-quality audit within critical time constraints. You need a firm with the prerequisite governmental and nonprofit experience to perform your audit according to stringent legal and regulatory requirements, a firm that understands the complex nature of community development districts and their unique compliance requirements. You need a firm with recognized governmental and nonprofit specialists within the finance and governmental communities. And, certainly, you need a firm that will provide you with valuable feedback to enhance your current and future operations. Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL is that firm. J. W. Gaines is the person authorized to make representations for the firm.

Thank you again for the opportunity to submit this proposal to Stoneybrook South at ChampionsGate Community Development District.

Very truly yours,

Berger, Toombs, Elam, Gaines & Frank Certified Public Accountants PL
Fort Pierce, Florida

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PROFILE OF THE PROPOSER
Description and History of Audit Firm
Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL is a Treasure Coast public accounting firm, which qualifies as a small business firm, as established by the Small Business Administration (13 CFR 121.38), with offices in Fort Pierce and Stuart. We are a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. The firm was formed from the merger of Edwards, Berger, Harris & Company (originated in 1972) and McAlpin, Curtis & Associates (originated in 1949). J. W. Gaines and Associates (originated in 1979) merged with the firm in 2004. Our tremendous growth rate experienced over the last 69 years is directly attributable to the firm’s unrelenting dedication to providing the highest quality, responsive professional services attainable to its clients.
We are a member of the Private Companies Practice Section (PCPS) of the American Institute of Certified Public Accountants (AICPA) to assure we meet the highest standards. Membership in this practice section requires that our firm meet more stringent standards than standard AICPA membership. These rigorous requirements include the requirement of a triennial peer review of our firm’s auditing and accounting practice and annual Continuing Professional Education (CPE) for all accounting staff (whether CPA or non-CPA). For standard AICPA membership, only a quality review is required and only CPAs must meet CPE requirements.
We are also a member of the Government Audit Quality Center (“the Center”) of the American Institute of Certified Public Accountants to assure the quality of our government audits. Membership in the Center, which is voluntary, requires our firm to comply with additional standards to promote the quality of government audits.
We have been extensively involved in serving local government entities with professional accounting, auditing and consulting services throughout the entire 69 year history of our firm. Our substantial experience over the years makes us uniquely qualified to provide accounting, auditing, and consulting services to these clients. We are a recognized leader in providing services to governmental and nonprofit agencies on the Treasure Coast and in Central and South Florida, with extensive experience in auditing community development districts and water control districts. We were the independent auditors of the City of Fort Pierce for over 37 years and currently, we are the independent auditors for St. Lucie County since 2002, and for 34 of the 38 years that the county has been audited by CPA firms. Additionally, we have performed audits of the City of Stuart, the City of Vero Beach, Indian River County and Martin County. We also presently audit over 75 Community Development Districts throughout Florida.
Our firm was founded on the belief that we are better able to respond to our clients needs through education, experience, independence, quality control, and personal service. Our firm’s commitment to quality is reflected in our endeavor of professional excellence via continuing education, the use of the latest computer technology, professional membership in PCPS and peer review.
We believe our approach to audit engagements, intelligence and innovation teamed with sound professional judgment enables us to explore new concepts while remaining sensitive to the fundamental need for practical solutions. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Professional Staff Resources

Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL has a total of
27 professional and administrative staff (including 12 professional staff with extensive experience servicing government entities). The work will be performed out of our Fort Pierce office with a proposed staff of one senior accountant and one or two staff accountants supervised by an audit manager and audit partner. With the exception of the directors of the firm’s offices, the professional staff is not specifically assigned to any of our individual offices. The professional and administrative staff resources available to you through Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL are as follows:
Total
Partners/Directors (CPA’s)	5	
Principals (CPA)	1	
Managers (CPA)	1	
Senior/Supervisor Accountants (2 CPA’s)	3	
Staff Accountants (1 CPA)	7	
Computer Specialist	1	
Paraprofessional	6	
Administrative	 4	
Total – all personnel	28	

Following is a brief description of each employee classification:

Staff Accountant – Staff accountants work directly under the constant supervision of the auditor-in-charge and, are responsible for the various testing of documents, account analysis and any other duties as his/her supervisor believes appropriate. Minimum qualification for a staff accountant is graduation from an accredited university or college with a degree in accounting or equivalent.

Senior Accountant – A senior accountant must possess all the qualifications of the staff accountant, in addition to being able to draft the necessary reports and financial statements, and supervise other staff accountants when necessary.

Managers – A manager must possess the qualifications of the senior accountant, plus be able to work without extensive supervision from the auditor-in-charge. The manager should be able to draft audit reports from start to finish and to supervise the audit team, if necessary.

Principal – A principal is a partner/director in training. He has been a manager for several years and possesses the technical skills to act as the auditor–in-charge. A principal has no financial interest in the firm.

Partner/Director – The director has extensive governmental auditing experience and acts as the auditor-in-charge. Directors have a financial interest in the firm.

Professional Staff Resources (Continued)

Independence – Independence of the public accounting firm, with respect to the audit client, is the foundation from which the public gains its trust in the opinion issued by the public accounting firm at the end of the audit process. This independence must be in appearance as well as in fact. The public must perceive that the accounting firm is independent of the audit entity to ensure that nothing would compromise the opinion issued by the public accounting firm. Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL is independent of Stoneybrook South at ChampionsGate Community Development District, including its elected officials and related parties, at the date of this proposal, as defined by the following rules, regulations, and standards:

AuSection 220 – Statements on Auditing Standards issued by the American Institute of Certified Public Accountants;

ET Sections 101 and 102 – Code of Professional Conduct of the American Institute of Certified Public Accountants;

Chapter 21A-1, Florida Administrative Code; Section 473.315, Florida Statutes; and,
Government Auditing Standards, issued by the Comptroller General of the United States.

On an annual basis, all members of the firm are required to confirm, in writing, that they have no personal or financial relationships or holding that would impair their independence with regard to the firm’s clients.

Independence is a hallmark of our profession. We encourage our staff to use professional judgment in situations where our independence could be impaired or the perception of a conflict of interest might exist. In the governmental sector, public perception is as important as professional standards. Therefore, the utmost care must be exercised by independent auditors in the performance of their duties.

Ability to Furnish the Required Services

As previously noted in the Profile of the Proposer section of this document, our firm has been in existence for over 69 years. We have provided audit services to some clients for over 30 years continually. Our firm is insured against physical loss through commercial insurance and we also carry liability insurance. The majority of our audit documentation is stored electronically, both on our office network and on each employee laptop or computer assigned to each specific job. Our office computer network is backed up on tape, so in the event of a total equipment loss, we can restore all data as soon as replacement equipment is acquired. In addition, our field laptop computers carry the same data and can be used in the event of emergency with virtually no delay in completing the required services.

ADDITIONAL SERVICES PROVIDED

Arbitrage Rebate Services

Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL also provides arbitrage rebate compliance and related services to governmental issuers. The Tax Reform Act of 1986 requires issuers of most tax-exempt obligations to pay (i.e., “rebate”) to the United States government any arbitrage profits. Arbitrage profits are earnings on the investment of bond proceeds and certain other monies in excess of what would have been earned had such monies been invested at a yield equal to the yield on the bonds.

Federal tax law requires that interim rebate calculations and payments are due at the end of every fifth bond year. Final payment is required upon redemption of the bonds. More frequent calculations may be deemed advisable by an issuer’s auditor, trustee or bond counsel or to assure that accurate and current records are available. These more frequent requirements are usually contained in the Arbitrage or Rebate Certificate with respect to the bonds.

Our firm performs a comprehensive rebate analysis and includes the following:

Verifying that the issue is subject to rebate;
Calculating the bond yield;
Identifying, and separately accounting for, all “Gross Proceeds” (as that term is defined in the Code) of the bond issue, including those requiring analysis due to “transferred
proceeds” and/or “commingled funds” circumstances;
Determining what general and/or elective options are available to Gross proceeds of the issue;
Calculating the issue’s excess investment earning (rebate liability), if any;
Delivering appropriate documentation to support all calculations;
Providing an executive summary identifying the methodology employed, major assumptions,	conclusions,	and	any	other	recommendations	for	changes	in
recordkeeping and investment policies;
Assisting as necessary in the event of an Internal Revenue Service inquiry; and,
Consulting with issue staff, as necessary, regarding arbitrage related matters.

GOVERNMENTAL AUDITING EXPERIENCE

Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL has been practicing public accounting in Florida for 69 years. Our success over the years has been the result of a strong commitment to providing personalized quality service to our clients.

The current members of our firm have performed audits of over 900 community development districts, and over 1,800 audits of municipalities, counties and other governmental entities such as the City of Fort Pierce and St. Lucie County.

Our firm provides a variety of accounting, auditing, tax litigation support, and consulting services. Some of the professional accounting, auditing and management consulting services that are provided by our firm are listed below:

Performance of annual financial and compliance audits, including Single Audits of state and federal financial assistance programs, under the provisions of the Single Audit Act, Subpart F of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), with minimal disruptions to your operations;
Performance of special compliance audits to ascertain compliance with the applicable local, state and federal laws and regulations;
Issuance of comfort letters and consent letters in conjunction with the issuance of tax- exempt debt obligations, including compiling financial data and interim period financial
statement reviews;
Calculation of estimated and actual federal arbitrage rebates;
Assistance in compiling historical financial data for first-time and supplemental submissions for GFOA Certificate of Achievement for Excellence in Financial Reporting;
Preparation of indirect cost allocation systems in accordance with Federal and State regulatory requirements;
Providing human resource and employee benefit consulting;
Performance of automation feasibility studies and disaster recovery plans;
Performance feasibility studies concerning major fixed asset acquisitions and utility plant expansion plans (including electric, water, pollution control, and sanitation utilities); and
Assistance in litigation, including testimony in civil and criminal court.
Assist clients who utilize QuickBooks software with their software needs. Our Certified QuickBooks Advisor has undergone extensive training through QuickBooks and has
passed several exams to attain this Certification.

Continuing Professional Education

All members of the governmental audit staff of our firm, and audit team members assigned to this engagement, are in compliance with the Continuing Professional Education (CPE) requirements set forth in Government Auditing Standards issued by the Comptroller General of the United States. In addition, our firm is in compliance with the applicable provisions of the Florida Statutes that require CPA’s to have met certain CPE requirements prior to proposing on governmental audit engagements.

GOVERNMENTAL AUDITING EXPERIENCE (CONTINUED)

The audit team has extensive experience in performing governmental audits and is exposed to intensive and continuing concentration on these types of audits. Due to the total number of governmental audits our team performs, each member of our governmental staff must understand and be able to perform several types of governmental audits. It is our objective to provide each professional employee fifty hours or more of comprehensive continuing professional education each year. This is accomplished through attending seminars throughout Florida and is reinforced through in-house training.

Our firm has made a steadfast commitment to professional education. Our active attendance and participation in continuing professional education is a major part of our objective to obtain the most recent knowledge on issues which are of importance to our clients. We are growing on the reputation for work that our firm is providing today.

Quality Control Program

Quality control requires continuing commitment to professional excellence. Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants, PL is formally dedicated to that commitment.

To ensure maintaining the standards of working excellence required by our firm, we joined the Private Companies Practice Section (PCPS) of the American Institute of Certified Public Accountants (AICPA). To be a participating member firm of this practice section, a firm must obtain an independent Peer Review of its quality control policies and procedures to ascertain the firm’s compliance with existing auditing standards on the applicable engagements.

The scope of the Peer Review is comprehensive in that it specifically reviews the following quality control policies and procedures of the participating firm:

Professional, economic, and administrative independence;
Assignment of professional personnel to engagements;
Consultation on technical matters;
Supervision of engagement personnel;
Hiring and employment of personnel;
Professional development;
Advancement;
Acceptance and continuation of clients; and,
Inspection and review system.
We believe that our commitment to the program is rewarding not only to our firm, but primarily to our clients.

The external independent Peer Review of the elements of our quality control policies and procedures performed by an independent certified public accountant, approved by the PCPS of the AICPA, provides you with the assurance that we continue to conform to standards of the profession in the conduct of our accounting and auditing practice.

GOVERNMENTAL AUDITING EXPERIENCE (CONTINUED)

Our firm is also a member of Governmental Audit Quality Center (GAQC), a voluntary membership center for CPA firms that perform governmental audits. This center promotes the quality of governmental audits.

Our firm has completed successive Peer Reviews. These reviews included a representative sample of our firm’s local governmental auditing engagements. As a result of these reviews, our firm obtained an unqualified opinion on our quality control program and work procedures. On page 31 is a copy of our most recent Peer Review report. It should be noted that we received a pass rating.

Our firm has never had any disciplinary actions by state regulatory bodies or professional organizations.

As our firm performs approximately one hundred audits each year that are reviewed by federal, state or local entities, we are constantly dealing with questions from these entities about our audits. We are pleased to say that any questions that have been raised were minor issues and were easily resolved without re-issuing any reports.

Certificate of Achievement for Excellence in Financial Reporting (CAFR)

We are proud and honored to have been involved with the City of Fort Pierce and the Fort Pierce Utilities Authority when they received their first Certificates of Achievement for Excellence in Financial Reporting for the fiscal years ended September 30, 1988 and 1994, respectively. We were also instrumental in the City of Stuart receiving the award, in our first year of performing their audit, for the year ended September 30, 1999.

We also assisted St. Lucie County, Florida for the year ended September 30, 2003, in preparing their first Comprehensive Annual Financial Report, and St. Lucie County has received their Certificate of Achievement for Excellence in Financial Reporting every year since.

As continued commitment to insuring that we are providing the highest level of experience, we have had at least one employee of our firm serve on the GFOA – Special Review Committee since the mid-1980s. This committee is made up of selective Certified Public Accountants throughout the United States who have demonstrated their high level of knowledge and expertise in governmental accounting. Each committee member attends a special review meeting at the Annual GFOA Conference. At this meeting, the committee reports on the Certificate of Achievement Program’s most recent results, future goals, and common reporting deficiencies.

We feel that our previous experience in assisting the City of Fort Pierce, the Fort Pierce Utilities Authority and St. Lucie County obtain their first CAFRs, and the City of Stuart in continuing to receive a CAFR and our firm’s continued involvement with the GFOA, and the CAFR review committee make us a valued asset for any client in the field of governmental financial reporting.

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

References

Terracina Community Development	Gateway Community Development District		District
Jeff Walker, Special District Services	Stephen Bloom, Severn Trent Management
(561) 630-4922	(954) 753-5841

The Reserve Community Development District	Port of the Islands Community Development
District
Darrin Mossing, Governmental Management	Cal Teague, Premier District Management Services LLC
(407) 841-5524	(239) 690-7100 ext 101

In addition to the above, we have the following additional governmental audit experience: Community Development Districts
Aberdeen Community Development	Beacon Lakes Community District		Development District

Alta Lakes Community Development	Beaumont Community Development District		District

Amelia Concourse Community	Bella Collina Community Development
Development District	District

Amelia Walk Communnity	Bonnet Creek Community
Development District	Development District

Aqua One Community Development	Buckeye Park Community District		Development District

Arborwood Community Development	Candler Hills East Community District		Development District

Arlington Ridge Community	Cedar Hammock Community
Development District	Development District

Bartram Springs Community	Central Lake Community
Development District	Development District

Baytree Community Development	Channing Park Community
District	Development District

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

Cheval West Community	Evergreen Community Development
Development District	District

Coconut Cay Community	Forest Brooke Community Development District		Development District

Colonial Country Club Community	Gateway Services Community
Development District	Development District

Connerton West Community	Gramercy Farms Community
Development District	Development District

Copperstone Community	Greenway Improvement District Development District

Creekside @ Twin Creeks Community	Greyhawk Landing Community Development District		Development District

Deer Run Community Development	Griffin Lakes Community Development District		District

Dowden West Community	Habitat Community Development
Development District	District

DP1 Community Development	Harbor Bay Community Development
District	District

Eagle Point Community Development	Harbourage at Braden River District		Community Development District

East Nassau Stewardship District	Harmony Community Development
District
Eastlake Oaks Community
Development District	Harmony West Community Development District
Easton Park Community Development
District	Harrison Ranch Community
Development District
Estancia @ Wiregrass Community
Development District	Hawkstone Community Development District

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

Heritage Harbor Community	Madeira Community Development
Development District	District

Heritage Isles Community	Marhsall Creek Community
Development District	Development District

Heritage Lake Park Community	Meadow Pointe IV Community
Development District	Development District

Heritage Landing Community	Meadow View at Twin Creek
Development District	Community Development District

Heritage Palms Community	Mediterra North Community
Development District	Development District

Heron Isles Community	Midtown Miami Community
Development District	Development District

Heron Isles Community Development	Mira Lago West Community District		Development District

Highland Meadows II Community	Montecito Community
Development District	Development District

Julington Creek Community	Narcoossee Community
Development District	Development District

Laguna Lakes Community	Naturewalk Community
Development District	Development District

Lake Bernadette Community	New Port Tampa Bay Community
Development District	Development District

Lakeside Plantation Community	Overoaks Community Development
Development District	District

Landings at Miami Community	Panther Trace II Community
Development District	Development District

Legends Bay Community	Paseo Community Development
Development District	District

Lexington Oaks Community	Pine Ridge Plantation Community
Development District	Development District

Live Oak No. 2 Community	Piney Z Community Development
Development District	District

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)
Poinciana Community	Sampson Creek Community
Development District	Development District

Poinciana West Community	San Simeon Community
Development District	Development District

Port of the Islands Community	Six Mile Creek Community
Development District	Development District

Portofino Isles Community	South Village Community
Development District	Development District

Quarry Community Development	Southern Hills Plantation I
District	Community Development District

Renaissance Commons Community	Southern Hills Plantation III Development District		Community Development District

Reserve Community	South Fork Community
Development District	Development District

Reserve #2 Community	St. John's Forest Community
Development District	Development District

River Glen Community	Stoneybrook South Community
Development District	Development District

River Hall Community	Stoneybrook South at ChampionsGate
Development District	Community Development District

River Place on the St. Lucie	Stoneybrook West Community
Community Development District	Development District

Rivers Edge Community	Tern Bay Community
Development District	Development District

Riverwood Community	Terracina Community Development
Development District	District

Riverwood Estates Community	Tison's Landing Community
Development District	Development District

Rolling Hills Community	TPOST Community Development
Development District	District

Rolling Oaks Community Development District

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

Triple Creek Community	Vizcaya in Kendall
Development District	Development District

TSR Community Development	Waterset North Community
District	Development District

Turnbull Creek Community	Westside Community Development
Development District	District

Twin Creeks North Community	WildBlue Community Development
Development District	District

Urban Orlando Community	Willow Creek Community
Development District	Development District

Verano #2 Community	Willow Hammock Community
Development District	Development District

Viera East Community	Winston Trails Community
Development District	Development District

VillaMar Community	Zephyr Ridge Community
Development District	Development District

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

Other Governmental Organizations

City of Westlake

Florida Inland Navigation District Fort Pierce Farms Water Control
District

Indian River Regional Crime Laboratory, District 19, Florida

Viera Stewardship District

Office of the Medical Examiner, District 19

Rupert J. Smith Law Library of St. Lucie County
St. Lucie Education Foundation Seminole Improvement District Troup Indiantown Water
Control District

Current or Recent Single Audits,

St. Lucie County, Florida Early Learning Coalition, Inc.
Treasure Coast Food Bank, Inc.

Members of our audit team have acquired extensive experience from performing or participating in over 1,800 audits of governments, independent special taxing districts, school boards, and other agencies that receive public money and utilize fund accounting.

Much of our firm’s auditing experience is with compliance auditing, which is required for publicly financed agencies. In this type of audit, we do a financial examination and also confirm compliance with various statutory and regulatory guidelines.

Following is a summary of our other experience, including Auditor General experience, as it pertains to other governmental and fund accounting audits.

Counties
(Includes elected constitutional officers, utilities and dependent taxing districts)

Indian River Martin Okeechobee Palm Beach

Municipalities

City of Port St. Lucie City of Vero Beach Town of Orchid

GOVERNMENTAL AUDIT EXPERIENCE (CONTINUED)

Special Districts

Bannon Lakes Community Development District Boggy Creek Community Development District Capron Trail Community Development District Celebration Pointe Community Development District Coquina Water Control District
Diamond Hill Community Development District Dovera Community Development District
Durbin Crossing Community Development District Golden Lakes Community Development District Lakewood Ranch Community Development District Martin Soil and Water Conservation District Meadow Pointe III Community Development District Myrtle Creek Community Development District
St. Lucie County – Fort Pierce Fire District The Crossings at Fleming Island
St. Lucie West Services District
Indian River County Mosquito Control District St. John’s Water Control District
Westchase and Westchase East Community Development Districts Pier Park Community Development District
Verandahs Community Development District Magnolia Park Community Development District

Schools and Colleges

Federal Student Aid Programs – Indian River Community College Indian River Community College
Okeechobee County District School Board St. Lucie County District School Board

State and County Agencies

Central Florida Foreign-Trade Zone, Inc. (a nonprofit organization affiliated with the St. Lucie County Board of County Commissioners)
Florida School for Boys at Okeechobee
Indian River Community College Crime Laboratory Indian River Correctional Institution

FEE SCHEDULE

We propose the fee for our audit services described below to be $3,475 for the years ended September 30, 2023 and 2024, $3,665 for the year ended September 30, 2025, and $3,775 for the years ended September 30, 2026 and 2027. The fee is contingent upon the financial records and accounting systems of Stoneybrook South at ChampionsGate Community Development District being “audit ready” and the financial activity for the District is not materially increased. If we discover that additional preparation work or subsidiary schedules are needed, we will consult with your authorized representative. We can assist with this additional work at our standard rates should you desire.

SCOPE OF WORK TO BE PERFORMED

If selected as the District's auditors, we will perform a financial and compliance audit in accordance with Section 11.45, Florida Statutes, in order to express an opinion on an annual basis on the financial statements of Stoneybrook South at ChampionsGate Community Development District as of September 30, 2023, 2024, 2025, 2026, and 2027. The audits will be performed to the extent necessary to express an opinion on the fairness in all material respects with which the financial statements present the financial position, results of operations and changes in financial position in conformity with generally accepted accounting principles and to determine whether, for selected transactions, operations are properly conducted in accordance with legal and regulatory requirements. Reportable conditions that are also material weaknesses shall be identified as such in the Auditors' Report on Internal Control over Financial Reporting and on Compliance and Other Matters. Other (non-reportable) conditions discovered during the course of the audit will be reported in a separate letter to management, which will be referred to in the Auditors' Report on Internal Control over Financial Reporting and on Compliance and Other Matters.

Our audit will be performed in accordance with standards for financial and compliance audits contained in Government Auditing Standards, as well as in compliance with rules and regulations of audits of special districts as set forth by the State Auditor General in Chapter 10.550, Local Governmental Entity Audits, and other relevant federal, state and county orders, statutes, ordinances, charter, resolutions, bond covenants, Administrative Code and procedures, or rules and regulations which may pertain to the work required in the engagement.

The primary purpose of our audit will be to express an opinion on the financial statements discussed above. It should be noted that such audits are subject to the inherent risk that errors or irregularities may not be detected. However, if conditions are discovered which lead to the belief that material errors, defalcations or other irregularities may exist or if other circumstances are encountered that require extended services, we will promptly notify the appropriate individual.

Commitment to Quality Service

Personnel Qualifications and Experience

J. W. Gaines, CPA, CITP
Director – 41 years

Education
Stetson University, B.B.A. – Accounting

Registrations
Certified Public Accountant – State of Florida, State Board of Accountancy
Certified Information Technology Professional (CITP) – American Institute of Certified Public Accountants

Professional Affiliations/Community Service
Member of the American and Florida Institutes of Certified Public Accountants
Affiliate member Government Finance Officers Association
Past President, Vice President-Campaign Chairman, Vice President and Board Member of United Way of St. Lucie County, 1989 - 1994
Past President, President Elect, Secretary and Treasurer of the Treasure Coast Chapter of the Florida Institute of Certified Public Accountants, 1988 - 1991
Past President of Ft. Pierce Kiwanis Club, 1994 - 95, Member/Board Member since 1982
Past President, Vice President and Treasurer of St. Lucie County Chapter of the American Cancer Society, 1980 -1986
Member of the St. Lucie County Chamber of Commerce, Member Board of Directors, Treasurer, September 2002 - 2006, Chairman Elect 2007, Chairman 2008, Past Chairman
2009
Member Lawnwood Regional Medical Center Board of Trustees, 2000 – Present, Chairman 2013 - Present
Member of St. Lucie County Citizens Budget Committee, 2001 – 2002
Member of Ft. Pierce Citizens Budget Advisory Committee, 2010 – 2011
Member of Ft. Pierce Civil Service Appeals Board, 2013 - Present
Professional Experience
Miles Grant Development/Country Club – Stuart, Florida, July 1975 – October 1976
State Auditor General’s Office – Public Accounts Auditor – November 1976 through September 1979
Director - Berger, Toombs, Elam, Gaines & Frank, Certified Public Accountants PL, responsible for numerous government and nonprofit audits.
Over 40 years experience in all phases of public accounting and auditing experience, with a
concentration in financial and compliance audits.	Mr. Gaines has been involved in all phases of the audits listed on the preceding pages.

Commitment to Quality Service

Personnel Qualifications and Experience

J. W. Gaines, CPA, CITP (Continued)
Director

Continuing Professional Education
Has participated in numerous continuing professional education courses provided by nationally recognized sponsors over the last two years to keep abreast of the latest developments in accounting and auditing such as:
Governmental Accounting Report and Audit Update Analytical Procedures, FICPA
Annual Update for Accountants and Auditors Single Audit Sampling and Other Considerations

Commitment to Quality Service

Personnel Qualifications and Experience

David S. McGuire, CPA, CITP Accounting and Audit Principal – 18 years Accounting and Audit Manager – 4 years Staff Accountant	– 11 years
Education
University of Central Florida, B.A. – Accounting
Barry University – Master of Professional Accountancy
Registrations
Certified Public Accountant – State of Florida, State Board of Accountancy
Certified Information Technology Professional (CITP) – American Institute of Certified Public Accountants
Certified Not-For-Profit Core Concepts 2018
Professional Affiliations/Community Service
Member of the American and Florida Institutes of Certified Public Accountants
Associate Member, Florida Government Finance Office Associates
Assistant Coach – St. Lucie County Youth Football Organization (1994 – 2005)
Assistant Coach – Greater Port St. Lucie Football League, Inc. (2006 – 2010)
Board Member – Greater Port St. Lucie Football League, Inc. (2011 – 2017)
Treasurer, AIDS Research and Treatment Center of the Treasure Coast, Inc. (2000 – 2003)
Board Member/Treasurer, North Treasure Coast Chapter, American Red Cross (2004 – 2010)
Member/Board Member of Port St. Lucie Kiwanis (1994 – 2001)
President (2014/15) of Sunrise Kiwanis of Fort Pierce (2004 – 2017)
St. Lucie District School Board Superintendent Search Committee (2013 – present)
Board Member – Phrozen Pharoes (2019-2021)
Professional Experience
Twenty-eight years public accounting experience with an emphasis on nonprofit and governmental organizations.
Audit Manager in-charge on a variety of audit and review engagements within several industries, including the following government and nonprofit organizations:
St. Lucie County, Florida
19th Circuit Office of Medical Examiner Troup Indiantown Water Control District
Exchange Club Center for the Prevention of Child Abuse, Inc. Healthy Kids of St. Lucie County
Mustard Seed Ministries of Ft. Pierce, Inc. Reaching Our Community Kids, Inc.
Reaching Our Community Kids - South
St. Lucie County Education Foundation, Inc. Treasure Coast Food Bank, Inc.
North Springs Improvement District
Four years of service in the United States Air Force in computer operations, with a top secret (SCI/SBI) security clearance.

Commitment to Quality Service

Personnel Qualifications and Experience

David S. McGuire, CPA, CITP (Continued)
Accounting and Audit Principal

Continuing Professional Education
Mr. McGuire has attended numerous continuing professional education courses and seminars taught by nationally recognized sponsors in the accounting auditing and single audit compliance areas. He has attended courses over the last two years in those areas as follows:
Not-for-Profit Auditing Financial Results and Compliance Requirements Update: Government Accounting Reporting and Auditing
Annual Update for Accountants and Auditors

Commitment to Quality Service

Personnel Qualifications and Experience

David F. Haughton, CPA
Accounting and Audit Manager – 30 years

Education
Stetson University, B.B.A. – Accounting
Registrations
Certified Public Accountant – State of Florida, State Board of Accountancy

Professional Affiliations/Community Service
Member of the American and Florida Institutes of Certified Public Accountants
Former Member of Florida Institute of Certified Public Accountants Committee on State and Local Government
Affiliate Member Government Finance Officers Association (GFOA) for over 10 years
Affiliate Member Florida Government Finance Officers Association (FGFOA) for over 10 years
Technical Review – 1997 FICPA Course on State and Local Governments in Florida
Board of Directors – Kiwanis of Ft. Pierce, Treasurer – 1994-1999; Vice President – 1999- 2001

Professional Experience
Twenty-seven years public accounting experience with an emphasis on governmental and nonprofit organizations.
State Auditor General’s Office – West Palm Beach, Staff Auditor, June 1985 to September 1985
Accounting and Audit Manager of Berger, Toombs, Elam, Gaines & Frank, Certified Public
Accountants PL, responsible for audit and accounting services including governmental and not-for-profit audits.
Over 20 years of public accounting and governmental experience, specializing in governmental and nonprofit organizations with concentration in special districts, including Community Development Districts which provide services including water and sewer utilities.
Governmental and non-profit entities served include the following:

Counties:
St. Lucie County

Municipalities: City of Fort Pierce City of Stuart

Commitment to Quality Service

Personnel Qualifications and Experience

David F. Haughton, CPA (Continued)
Accounting and Audit Manager

Professional Experience (Continued) Special Districts:
Bluewaters Community Development District
Country Club of Mount Dora Community Development District Fiddler’s Creek Community Development District #1 and #2 Indigo Community Development District
North Springs Improvement District
Renaissance Commons Community Development District St. Lucie West Services District
Stoneybrook Community Development District Summerville Community Development District Terracina Community Development District Thousand Oaks Community Development District Tree Island Estates Community Development District Valencia Acres Community Development District

Non-Profits:
The Dunbar Center, Inc.
Hibiscus Children’s Foundation, Inc. Hope Rural School, Inc.
Maritime and Yachting Museum of Florida, Inc. Tykes and Teens, Inc.
United Way of Martin County, Inc.
Workforce Development Board of the Treasure Coast, Inc.
While with the Auditor General’s Office he was on the staff for the state audits of the Martin County School District and Okeechobee County School District.
During 1997 he performed a technical review of the Florida Institute of Certified Public
Accountants state CPE course on Audits of State and Local Governments in Florida. His comments were well received by the author and were utilized in future updates to the course.
Continuing Professional Education
	During the past several years, he has participated in numerous professional development training programs sponsored by the AICPA and FICPA, including state conferences on special districts and governmental auditing in Florida. He averages in excess of 100 hours bi-annually of advanced training which exceeds the 80 hours required in accordance with the continuing professional education requirements of the Florida State Board of accountancy and the AICPA Private Companies Practice Section. He has over 75 hours of governmental CPE credit within the past two years.

Commitment to Quality Service

Personnel Qualifications and Experience

Matthew Gonano, CPA
Senior Staff Accountant – 10 years

Education
University of North Florida, B.B.A. – Accounting
University of Alicante, Spain – International Business
Florida Atlantic University – Masters of Accounting

Professional Affiliations/Community Service

American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Professional Experience

Senior Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.
Performed audits of nonprofit and governmental organizations in accordance with Governmental Accounting Auditing Standards (GAAS)
Performed Single Audits of nonprofit organizations in accordance with OMB Circular A-133, Audits of State, Local Governments, and Non-Profit Organizations.

Continuing Professional Education
Mr. Gonano has participated in numerous continuing professional education courses.

Commitment to Quality Service

Personnel Qualifications and Experience

Paul Daly
Staff Accountant – 9 years

Education
Florida Atlantic University, B.S. – Accounting

Professional Experience
Staff Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Working to attain the requirements to take the Certified Public Accounting (CPA) exam.

Commitment to Quality Service

Personnel Qualifications and Experience

Melissa Marlin, CPA
Senior Staff Accountant – 9 years

Education
Indian River State College, A.A. – Accounting
Florida Atlantic University, B.B.A. – Accounting

Professional Experience
Staff accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Mrs. Marlin participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.

Commitment to Quality Service

Personnel Qualifications and Experience

Bryan Snyder
Staff Accountant – 8 years

Education
Florida Atlantic University, B.B.A. – Accounting

Professional Experience
Accountant beginning his professional auditing career with Berger, Toombs, Elam, Gaines, & Frank.
Mr. Snyder is gaining experience auditing governmental & nonprofit entities.

Continuing Professional Education
Mr. Snyder participates in numerous continuing education courses and plans on working to acquire his CPA certificate.
Mr. Snyder is currently studying to pass the CPA exam.

Commitment to Quality Service

Personnel Qualifications and Experience

Maritza Stonebraker, CPA
Senior Accountant – 7 years

Education
Indian River State College, B.S. – Accounting

Professional Experience
Staff Accountant beginning her professional auditing career with Berger, Toombs, Elam, Gaines, & Frank.

Continuing Professional Education
Mrs. Stonebraker participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.

Commitment to Quality Service

Personnel Qualifications and Experience

Jonathan Herman, CPA
Senior Staff Accountant – 9 years

Education
University of Central Florida, B.S. – Accounting
Florida Atlantic University, MACC

Professional Experience
Accounting graduate with nine years experience with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Mr. Herman participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.

Commitment to Quality Service

Personnel Qualifications and Experience

Sean Stanton, CPA
Staff Accountant – 5 years

Education
University of South Florida, B.S. – Accounting
Florida Atlantic University, M.B.A. – Accounting

Professional Experience
Staff accountant with Berger, Toombs, Elam, Gaines, & Frank auditing governmental and non-profit entities.

Continuing Professional Education
Mr. Stanton participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.

Commitment to Quality Service

Personnel Qualifications and Experience

Tifanee Terrell
Staff Accountant – 2 years

Education
Florida Atlantic University, M.A.C.C. – Accounting
Professional Experience
	Staff Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Ms. Terrell participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.
Ms. Terrell is currently studying to pass the CPA exam.

Commitment to Quality Service

Personnel Qualifications and Experience

Dylan Dixon
Staff Accountant – 1 year

Education
Indian River State College, A.A. – Accounting
Professional Experience
	Staff Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Mr. Dixon is currently pursuing a bachelor’s degree in Accounting.
Mr. Dixon participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest developments.
Mr. Dixon is currently working towards completing an additional 30 hours of education to qualify to sit for CPA exam.

Commitment to Quality Service

Personnel Qualifications and Experience

Brennen Moore
Staff Accountant

Education
Indian River State College, A.A. – Accounting
Professional Experience
	Staff Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Mr. Moore is currently enrolled at Indian River State College and will complete his bachelor’s degree in spring of 2023.
Mr. Moore participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest
developments.
Mr. Moore is currently working towards completing an additional 30 hours of education to qualify to sit for CPA exam.

Commitment to Quality Service

Personnel Qualifications and Experience

Jordan Wood
Staff Accountant

Education
Indian River State College, A.A. – Accounting
Professional Experience
	Staff Accountant with Berger, Toombs, Elam, Gaines, & Frank providing professional services to nonprofit and governmental entities.

Continuing Professional Education
Ms. Wood is currently enrolled at Indian River State College to complete her bachelor’s degree.
Ms. Wood participates in numerous continuing professional education courses provided by nationally recognized sponsors to keep abreast of the latest
developments.
Ms. Wood is currently working towards completing an additional 30 hours of education to qualify to sit for CPA exam.

STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS

Annual Audit Services for Fiscal Year 2023
Osceola County, Florida

INSTRUCTIONS TO PROPOSE

SECTION 1. DUE DATE. Sealed proposals must be received no later than Wednesday, May 31, 2023, at 2:00 P.M., at the offices of District Manager, located at 219 E. Livingston Street, Orlando, FL 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 relive it from responsibility to perform the work covered by the proposal in compliance with al such laws, ordinances and regulations.

SECTION 3. QUALIFICATIONS 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 seven (7) copies 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 - Stoneybrook South at ChampionsGate Community Development District” on the face of it.

SECTION 6. MODIFICATION AND WITHDRAWL. 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.

SECTION 9. BASIS OF AWARD/RIGHT 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 of receipt 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 wavier 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.

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 Years 2023, 2024, 2025, 2026 & 2027. The District intends to enter into five (5) separate one-year agreements.

Provide a proposed schedule for performance of the audit.

SECTION 13. PROTESTS. Any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) hours after the receipt of the 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 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 aforesaid plans, specifications or contract 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.

AUDITOR SELECTION EVALUATION CRITERIA

Ability of Personnel.	(20 Points)

(E.g., geographic locations 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 work load; 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 respondent, 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 (E.g. the existence of any natural disaster plan for business operations).

Price.	(20 Points)

Points will be awarded based upon the price bid for the rendering of the services and reasonableness of the price to the services.

Proposal to Provide Financial Auditing Services:
STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

Proposal Due: May 31, 2023 2:00PM

Submitted to:
Stoneybrook South at ChampionsGate 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

May 31, 2023

Stoneybrook South at ChampionsGate 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, 2023, with an option for four (4) additional annual renewals.

Grau & Associates (Grau) welcomes the opportunity to respond to the Stoneybrook South at ChampionsGate 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

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, 2023-2027 are as follows:

  Year Ended September 30,			Fee		
2023	$3,800	
2024	$3,900	
2025	$4,000	
2026	$4,100	
2027	$4,200	
TOTAL (2023-2027)	$20,000	

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

Supplemental Information

PARTIAL LIST OF CLIENTS

	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 Wastewater 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		

ADDITIONAL SERVICES

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 Stoneybrook South at ChampionsGate 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.

Board of Supervisors Meeting

Section III

Section D

RESOLUTION 2023-11

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT ELECTING THE OFFICERS OF THE DISTRICT AND PROVIDING FOR AN EFFECTIVE DATE

WHEREAS, the Stoneybrook South at ChampionsGate Community Development District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

WHEREAS, the Board of Supervisors of the District (“Board”) desires to elect the Officers of the District.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT:

Section 1.		 is elected Chairperson.

Section 2.		 is elected Vice-Chairperson.

Section 3.		 is elected Secretary.

Section 4.		 is elected Assistant Secretary.
	 is elected Assistant Secretary.
	 is elected Assistant Secretary.
	 is elected Assistant Secretary.

Section 5.		 is elected Treasurer.

Section 6.		 is elected Assistant Treasurer.
	 is elected Assistant Treasurer.

Section 7.	This Resolution shall become effective immediately upon its adoption.

PASSED AND ADOPTED this 7th day of August, 2023.

ATTEST:	STONEYBROOK	SOUTH	AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairperson/Vice-Chairperson

Minutes

MINUTES OF MEETING STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Stoneybrook South at ChampionsGate Community Development District was held Monday, June 5, 2023 at 11:30 a.m. at the Oasis Club at ChampionsGate, 1520 Oasis Club Blvd., ChampionsGate, Florida 33896.

Present and constituting a quorum were:

Adam Morgan	Chairman
Rob Bonin by phone	Vice Chairman
Logan Lantrip	Assistant Secretary
Jarred Cornell	Assistant Secretary
Barry Bichard	Assistant Secretary Also present were:
George Flint	District Manager
Kristen Trucco	District Counsel
Amanda Udstad	District Engineer
Alan Scheerer	Field Manager

FIRST ORDER OF BUSINESS	Roll Call
Mr. Flint called the meeting to order and called the roll.
Mr. Flint: We have four Board members here and one on the phone constituting a quorum.

SECOND ORDER OF BUSINESS	Public Comment Period
Mr. Flint: We just have Board members and staff here.

THIRD ORDER OF BUSINESS	Organizational Matters
Appointment of Individuals to Fulfill Vacancies in Seats #3 & #4
Mr. Flint: We have two seats, seats #3 and #4 that transition to general election that has to be kept on here until such time as a general elector is appointed. I am going to start reaching out to a couple of the Board members on the other one to see if they have any recommendations so we are getting good people on there early.
Mr. Morgan: Which seats are #3 and #4?

June 5, 2023	Stoneybrook South at ChampionsGate CDD

Mr. Flint: #3 is Rob and #4 is Logan. We can do musical chairs and move people around if there are certain people that want to get off or stay on. We will defer action on that at this time.

Administration of Oaths of Office to Newly Appointed Board Members
Election of Officers
Consideration of Resolution 2023-09 Electing Officers
Items 3A-D were tabled to a future meeting.

FOURTH ORDER OF BUSINESS	Approval of the Minutes of the May 1,
2023 Meeting
Mr. Flint: The next item is approval of your May 1, 2023 meeting minutes. Did the Board have any comments or corrections?
Mr. Morgan: They all look accurate.

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the Minutes of the May 1, 2023 Board of Supervisors Meeting, were approved, as presented.

FIFTH ORDER OF BUSINESS	Consideration  of  Interlocal  Agreement
with Stoneybrook South CDD
Mr. Flint: This is a proposed interlocal through the CDD and Stoneybrook South CDD where the maintenance cost would basically be pulled and then allocated back out based on units which from an assessment perspective, if you look at it as one community, it is a more equitable way to allocate the costs. Right now, the assessment levels per unit are the same in both CDD’s. What is happening, the original CDD, they were looking at a significant increase in their per unit amounts. The other CDD could have looked at reducing theirs if they wanted too but the goal is to keep them the same. It makes sense that they are the same because everyone is sharing the use of the same infrastructure. This interlocal allows both Districts to basically do that. This was approved by the other CDD’s.
Mr. Morgan: Who is the attorney?
Mr. Flint: That is the attorney for Stoneybrook South. He is with Straley Robin which they still have the original law firm.
Mr. Morgan: From when that CDD was first formed?
Mr. Flint: When we were hired on both, they switched the new one to Jan and Kristen but they kept the old law firm. I think Kristen you prepared the agreement and he just reviewed it.

June 5, 2023	Stoneybrook South at ChampionsGate CDD

Ms. Trucco: On the way here, he responded saying he reviewed it and did not have any comments. It looked good. Like George said, the other Board has already approved it. I have drafted it so I am comfortable with it. There is an option if one day 10 years from now if it no longer makes sense to continue this, there is an option to terminate it as well.
Mr. Flint: It has a long lead time on the termination but with something like this you need that. It is 12 months lead time.
Ms. Trucco: It would require mediation before you could unilaterally terminate it with 12- month notice. You would have to transition things if it were to be terminated.
Mr. Morgan: This is just for as we determine their needs to be an interlocal agreement like for landscaping and not for everything.
Mr. Flint: It is for all of the maintenance costs so when we get to the revised proposed budget item seven, I will show you the table on how this works. Assuming you approve this, we have prepared a revised budget that shows how it would be implemented.
Ms. Trucco: Hopefully it will allow you to save on some administrative costs.

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the Interlocal Agreement with Stoneybrook South CDD, was approved.

SIXTH ORDER OF BUSINESS	Presentation  of  Joint  Landscape  RFP
2023-01 Responses and Selection of Vendor to Provide Landscape Maintenance Services
Mr. Flint: A few years ago, we did a joint RFP with the HOAs, Lennar, both CDDs, and Down to Earth was selected. We recently went through that same process again and we received six responses. This was a sealed bid process. For the CDD, we have to comply with some statutory bidding requirements which require a sealed bid and ad in the paper. We did all of that. We issued the RFP on April 19th. We had a mandatory pre-bid conference on May 1st and then the bids were due on May 19th. You can see the first page is the cost summary. There are schedules A through E that they had to provide this to summarize the bottom line from each of those schedules by contractor. The prices range from $187,000 for Floralawn to BrightView at $286,000.
Mr. Morgan: Down 2 Earth refused to give a budget for bedding plants?
Mr. Flint: They did not provide the detail. Whether they build it into one of their other numbers or not, is not clear.

June 5, 2023	Stoneybrook South at ChampionsGate CDD

Mr. Morgan: They should have more information about this place than anybody else.
Mr. Flint: There are a lot of people that are not there anymore that were there the last time it was bid.
Mr. Scheerer: They lost a lot of their people.
Mr. Morgan: I just walked the pool deck with a guy from Down to Earth about trimming palms and putting in more color. I am amazed to see that. Floralawn is considerably less. Have we checked to make sure they are up to snuff?
Mr. Flint: Yes, we have reviewed the numbers and are comfortable with the numbers. Mr. Morgan: That is great if we think they can do the job for that amount.
Mr. Flint: That remains to be seen. They have demonstrated in other communities that they can perform.
Mr. Morgan: Does staff have a recommendation?
Mr. Flint: If you look, we have prepared a recommended ranking. You can see the criteria across the top and the points that are assigned to each and then we went through each contractor on each criterion. We ranked Floralawn one, Yellow Stone two, and Down to Earth three. On the other one, I think United Land was three.
Mr. Morgan: Floralawn has staff recommendations across the board.
Mr. Flint: If the Board is comfortable with staff rankings, you can make a motion to adopt staff rankings, you can prepare your own rankings, however you want to handle that. Ultimately, they are your rankings whether you choose to accept ours or develop your own.
Mr. Bichard: I am in the same boat and I believe it looks like it is put together with a fair comparison. I am always skeptical when the low numbers are that much different but they are well known.
Mr. Morgan: You said the other CDD has already accepted staff recommendations: Mr. Flint: Yes, they ranked Floralawn number one.
Mr. Morgan: Do HOAs use Floralawn too? Mr. Flint: Yes, to my understanding.
Mr. Morgan: Let’s go with staff recommendations.

June 5, 2023	Stoneybrook South at ChampionsGate CDD

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the Joint Landscape RFP 2023-01 Consensus Ranking and Selection of Floralawn, Inc. to Provide Landscape Maintenance Services, was approved.

SEVENTH ORDER OF BUSINESS	Consideration of Revised Fiscal Year 2024
Proposed Budget
Mr. Flint: As a result of the interlocal that you approved; we have prepared a revised budget. This does not incorporate Floralawn’s numbers into this because we did not want to presume that you were going to select a certain firm. When we put this together, we kept numbers in here but I will walk you through. Admin is not impacted by the interlocal. The operation and maintenance section is impacted so all of those costs with the exception of the transfer out to capital reserve are under the interlocal and allocated between both Districts. At the bottom of the next page, you see this table and it shows you the $1,600,000 combined maintenance cost and then they are allocated 47% to Stoneybrook South and 53% to Stoneybrook South at ChampionsGate.
Mr. Morgan: So, we took the higher percentage because we have more units?
Mr. Flint: Correct. It is based on units so that is how the budget is set up. The only caveat is now that you have selected Floralawn, what you can do is increase your transfer out from
$27,000 to $91,944.
Mr. Morgan: Transfer out into the reserve?
Mr. Flint: Correct. The cost savings allow you to transfer about another $60,000 to your capital reserve.
Mr. Morgan: That is a good thing.
Mr. Flint: The $27,068 which is on here will be increased to $91,944. Basically, the landscape maintenance goes down by the same amount $60,000.
Mr. Morgan: Do we have to take any action on this?
Mr. Flint: Yes, what I would ask the Board to do is approve the revised proposed budget subject to incorporating Floralawn’s numbers.

On MOTION by Mr. Morgan, seconded by Mr. Cornell, with all in favor, the Revised Fiscal Year 2024 Proposed Budget subject to incorporating Floralawn, was approved.

June 5, 2023	Stoneybrook South at ChampionsGate CDD

EIGHTH ORDER OF BUSINESS	Consideration	of	Resolution	2023-08
Designating Assistant Treasurer of the District
Mr. Flint: This is a resolution designating Darrin Mossing, Sr. as an Assistant Treasurer. He is the majority shareholder at GMS and we are making him an Assistant Treasurer on all of our Districts just in the event we have turnover in our accounting group or something like that and he needs to step in and assist with bank accounts.

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, Resolution 2023-08 Designating Darrin Mossing, Sr. Assistant Treasurer of the District, was approved.

NINTH ORDER OF BUISNESS	Staff Reports
Attorney
Mr. Flint: Anything, Kristen?
Ms. Trucco: No real updates. We are just moving forward with the lift station conveyance right now to Tohopekaliga Water Authority, working with Barry on that and that is moving along.
Mr. Flint: Do you want to mention the ethics?
Ms. Trucco: Right now, there is a House Bill 199 that has been passed by both houses that would require CDD Board supervisors to undergo additional ethics training. We are waiting to see if it is signed by the governor into law. I will keep you updated on that but as I know it is at the governor’s office. You may be seeing that.
Mr. Morgan: What is the house recommending that we do, like online training or something like that?
Mr. Flint: It is four hours of ethics training in which there are online options for doing that.
There is a variety of different ways to meet the requirement.
Mr. Morgan: Do you just do it once and not per CDD right? Mr. Flint: Right, just once. It has to be done annually.
Ms. Trucco: It is required right now by CDD Counsel making commissioners so the idea is that it would be proposed to CDD Board supervisors. It is on our radar.
Engineer
Mr. Flint: Anything from the Engineer? Ms. Udstad: No.

District Manager’s Report

June 5, 2023	Stoneybrook South at ChampionsGate CDD

Approval of Check Register
Mr. Flint: You have approval of the check register from April 24th through May 30th for
$37,410.73. Are there are any questions, if not is there a motion to approve it?

On MOTION by Mr. Morgan, seconded by Mr. Cornell, with all in favor, the Check Register, was approved.

Balance Sheet and Income Statement
Mr. Flint: You have the unaudited financials. There is no action required but if the Board has any questions, we can discuss those.
Mr. Morgan: Do we have any construction funds? It keeps changing from page to page. Mr. Flint: Yes, we have $3,900,000.
Mr. Morgan: We certainly have some stuff that we can use that up on don’t we. We need to get with the engineer.

Presentation of Series 2019 Arbitrage Rebate Calculation Report
Mr. Flint: This is in your agenda. There is negative rebatable arbitrage which is good so any questions, we can discuss otherwise ask for a motion to accept the report.

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the Series 2019 Arbitrage Rebate Calculation Report, was approved.

Presentation of Number of Registered Voters – 579
Mr. Flint: As of April 15th, we have 579 registered voters in the District. The CDD already tripped the transition to general election in 2022 so in 2024 an additional two seats will transition and in 2026 the last seat. The landowner will lose control of the Board basically in November of next year.

Form 1: Statement of Financial Interests Filing Deadline Reminder – Due July 1st
Mr. Flint: Just a reminder that you should have received Form 1 from the Supervisor of Elections. They normally mail them out by June 1 and it is due July 1st.
Mr. Morgan: I have not received mine.
Mr. Bichard: I got mine. I went there to fill it out and turn it in but they said I don’t need to do it since I already did it last year.

June 5, 2023	Stoneybrook South at ChampionsGate CDD

Mr. Morgan: You can go online to get the form.
Mr. Flint: We will email a PDF to you guys and you can file the PDF by email.

TENTH ORDER OF BUISNESS	Other Business
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Mr. Flint: There are some conveyances that if Kristen is okay that I would like the Board to authorize the Chair. It is a time sensitive issue.
Ms. Trucco: It would just be one tract platted as being owned and maintained by the CDD. It is my understanding that it has been mostly cleanup work but I have to review the email that you had forwarded from Michelle. Ideally, we would be looking for a motion to delegate authority to the Chairman to execute conveyance documents after they have been approved by District Counsel and District Engineer and then of course we will bring them back to the Board for ratification. As part of our conveyance process, we undergo a title search also to make sure that there is no encumbrances or outstanding taxes on the property so there are due diligent items that Counsel goes through to authorize a deed to be recorded.
Mr. Flint: These are tracts that are still being shown as owned by Lennar that need to be officially conveyed in the CDD.
Mr. Flint: Any permits or anything we need to talk about?
Mr. Flint: We are waiting on a lift station and some landscaping. Alan, any Field Manager Report?
Mr. Scheerer: No, we are good. We are just looking at the concrete dumped on St.
Augustine grass and seeing how that recovers.

On MOTION by Mr. Bichard, seconded by Mr. Lantrip, with all in favor, Authorizing the Chair to handle the pending plat conveyances and execute necessary documents on behalf of the District, was approved.

ELEVENTH ORDER OF BUSINESS	Supervisor’s Requests
There being no comments, the next item followed.

TWELFTH ORDER OF BUSINESS	Adjournment
Mr. Flint: Is there a motion to adjourn?

June 5, 2023	Stoneybrook South at ChampionsGate CDD

On MOTION by Mr. Morgan, seconded by Mr. Bichard, with all in favor, the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

Section V

Section A

RESOLUTION 2023-09

THE ANNUAL APPROPRIATION RESOLUTION OF THE STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT (THE “DISTRICT”) RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2023, AND ENDING SEPTEMBER 30, 2024; AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, the District Manager has, prior to the fifteenth (15th) day in June, 2023, submitted to the Board of Supervisors (the “Board”) a proposed budget for the next ensuing budget year along with an explanatory and complete financial plan for each fund of the Stoneybrook South at ChampionsGate Community Development District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, at least sixty (60) days prior to the adoption of the proposed annual budget (the “Proposed Budget”), the District filed a copy of the Proposed Budget with the local governing authorities having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and

WHEREAS, the Board set August 7, 2023, as the date for a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and

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

WHEREAS, the District Manager has prepared a Proposed Budget, whereby the budget shall project the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT;

Section 1.	Budget

That the Board of Supervisors has reviewed the District Manager’s Proposed Budget, a copy of which is on file with the office of the District Manager and at the District’s Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

That the District Manager’s Proposed Budget, attached hereto as Exhibit “A,” as amended by the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes, and incorporated herein by reference; provided, however, that the comparative figures contained in the adopted budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures for Fiscal Year 2023 and/or revised projections for Fiscal Year 2024.

That the adopted budget, as amended, shall be maintained in the office of the District Manager and at the District’s Records Office and identified as “The Budget for Stoneybrook South at ChampionsGate Community Development District for the Fiscal Year Ending September 30, 2024," as adopted by the Board of Supervisors on August 7, 2023.

Section 2.	Appropriations

There is hereby appropriated out of the revenues of the Stoneybrook South at ChampionsGate Community Development District, for the fiscal year beginning October 1, 2023, and ending September 30, 2024, the sum of $	 to be raised by the levy of assessments and/or otherwise, which sum is deemed by the Board of Supervisors to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND	$		
TOTAL CAPITAL RESERVE FUND	$		
TOTAL DEBT SERVICE FUND – SERIES 2017	$		
TOTAL DEBT SERVICE FUND – SERIES 2019	$		
TOTAL DEBT SERVICE FUND – SERIES 2020	$		
TOTAL DEBT SERVICE FUND – SERIES 2023	$		
TOTAL ALL FUNDS	$		
Section 3.	Supplemental Appropriations		

The Board may authorize by resolution, supplemental appropriations or revenue changes for any lawful purpose from funds on hand or estimated to be received within the fiscal year as follows:

Board may authorize a transfer of the unexpended balance or portion thereof of any appropriation item.

Board may authorize an appropriation from the unappropriated balance of any fund.

Board may increase any revenue or income budget amount to reflect receipt of any additional unbudgeted monies and make the corresponding change to appropriations or the unappropriated balance.

The District Manager and Treasurer shall have the power within a given fund to authorize the transfer of any unexpected balance of any appropriation item or any portion thereof, provided such transfers do not exceed Ten Thousand ($10,000) Dollars or have the effect of causing more than 10% of the total appropriation of a given program or project to be transferred previously approved transfers included.  Such transfer shall not have the effect of causing a more than
$10,000 or 10% increase, previously approved transfers included, to the original budget appropriation for the receiving program. Transfers within a program or project may be approved by the Board of Supervisors. The District Manager or Treasurer must establish administrative procedures which require information on the request forms proving that such transfer requests comply with this section.

Introduced, considered favorably, and adopted this 7th day of August, 2023.

ATTEST:	STONEYBROOK	SOUTH	AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT

Secretary/ Assistant Secretary

By:	 Its:	

Stoneybrook South at ChampionsGate Community Development District
Proposed Budget FY 2024

Table of Contents

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	General Fund

	Assessment/Cost Share Charts

	General Fund Narrative

	Capital Reserve Fund

	Debt Service Fund Series 2017

	Amortization Schedule Series 2017

	Debt Service Fund Series 2019

	Amortization Schedule Series 2019

	Debt Service Fund Series 2020

	Amortization Schedule Series 2020

	Debt Service Fund Series 2023

	Amortization Schedule Series 2023

Stoneybrook South at ChampionsGate
Community Development District

Fiscal Year 2024 General Fund

	Adopted
Budget	Actual
Thru	Projected
Next 3	Total
Thru	Proposed
Budget	
	FY2023	6/30/23	Months	9/30/22	FY2024	

Revenues						
Special Assessments - Tax Roll	$1,040,238	$1,046,701	$0	$1,046,701	$1,040,238	
Interest	$0	$5,803	$2,997	$8,800	$3,960	
Total Revenues	$1,040,238	$1,052,504	$2,997	$1,055,501	$1,044,198	

Expenditures						
Administrative						
Supervisor Fees	$12,000	$7,200	$2,000	$9,200	$12,000	
FICA Expense	$918	$551	$153	$704	$918	
Engineering	$12,000	$11,373	$2,000	$13,373	$12,000	
Attorney	$25,000	$17,925	$7,075	$25,000	$25,000	
Dissemination	$14,000	$8,750	$3,500	$12,250	$14,000	
Arbitrage	$1,350	$900	$450	$1,350	$1,350	
Annual Audit	$5,675	$0	$5,675	$5,675	$5,675	
Trustee Fees	$17,240	$12,930	$0	$12,930	$17,240	
Assessment Administration	$5,000	$5,000	$0	$5,000	$7,500	
Management Fees	$36,750	$27,563	$9,188	$36,750	$40,000	
Information Technology	$1,300	$975	$325	$1,300	$1,800	
Website Maintenance	$800	$600	$200	$800	$1,200	
Telephone	$300	$0	$25	$25	$100	
Postage	$1,000	$140	$35	$175	$500	
Printing & Binding	$1,000	$131	$29	$160	$500	
Insurance	$6,700	$5,988	$0	$5,988	$6,600	
Legal Advertising	$2,500	$1,202	$1,298	$2,500	$2,500	
Other Current Charges	$1,000	$419	$3,766	$4,185	$600	
Office Supplies	$625	$3	$2	$5	$250	
Property Appraiser	$600	$921	$0	$921	$1,000	
Property Taxes	$350	$14	$0	$14	$350	
Dues, Licenses & Subscriptions	$175	$175	$0	$175	$175	
Total Administrative	$146,283	$102,761	$35,719	$138,480	$151,258	

Operations & Maintenance						

Field Services	$15,750	$11,813	$3,938	$15,750	$17,909	
Electric	$39,600	$18,144	$6,615	$24,759	$66,104	
Streetlights	$123,400	$59,700	$78,356	$138,056	$172,516	
Reclaimed Water	$94,500	$50,725	$22,392	$73,117	$146,430	
Property Insurance	$6,800	$6,619	$0	$6,619	$15,335	
Entry & Walls Maintenance	$0	$0	$0	$0	$8,002	
Landscape Maintenance	$264,377	$184,059	$62,511	$246,570	$274,249	
Landscape Contingency	$15,000	$4,075	$3,425	$7,500	$29,339	
Tree Trimming	$0	$0	$0	$0	$2,667	
Irrigation Repairs	$20,000	$6,857	$3,143	$10,000	$24,005	
Aquatic Maintenance	$7,020	$3,678	$1,275	$4,953	$5,457	
Fountain Repair & Maintenance	$0	$0	$0	$0	$4,001	
Miscellaneous - Stormwater Control	$0	$0	$0	$0	$2,667	
Mitigation Monitoring & Maintenance	$13,760	$10,220	$1,665	$11,885	$7,518	
Pressure Washing	$0	$0	$0	$0	$2,667	
Repairs & Maintenance	$10,000	$15,370	$0	$15,370	$5,334	
Sidewalk Repair & Maintenance	$0	$0	$0	$0	$2,667	
Roadway Repair & Maintenance - Storm Gutters	$0	$0	$0	$0	$2,667	
Contingency	$5,000	$0	$1,250	$1,250	$8,002	
Transfer Out - Capital Reserve	$278,748	$278,748	$0	$278,748	$95,404	
Total Operations & Maintenance	$893,955	$650,008	$184,569	$834,577	$892,940	
						
Total Expenditures	$1,040,238	$752,769	$220,288	$973,057	$1,044,198	
						
Excess Revenues/(Expenditures)	$0	$299,735	($217,291)	$82,444	($0)	

Net Assessment	$1,040,238	
Collection Cost (6%)	$66,398	
Gross Assessment	$1,106,636	

Stoneybrook South at ChampionsGate
Community Development District

Fiscal Year 2024 Assessment Chart
Fiscal Year 2024

Property Type	Platted Units	Gross Per Unit	Gross Total	
Condo	200	$342.96	$68,592	
Townhome	620	$445.84	$276,421	
Single Family 40'	434	$548.72	$238,144	
SIngle Family 50'	428	$685.90	$293,565	
Single Family 60'	186	$823.08	$153,093	
Single Family 80'	70	$1,097.44	$76,821	
Total	1938		$1,106,636	

Fiscal Year 2023

Property Type	Platted Units	Gross Per Unit	Gross Total	
Condo	200	$342.96	$68,592	
Townhome	620	$445.84	$276,421	
Single Family 40'	434	$548.72	$238,144	
SIngle Family 50'	428	$685.90	$293,565	
Single Family 60'	186	$823.08	$153,093	
Single Family 80'	70	$1,097.44	$76,821	
Total	1938		$1,106,636	

Proposed Increase

Property Type	Platted Units	% Increase	Gross Per Unit	Gross Total	
Condo	168	0%	$0.00	$0	
Townhome	181	0%	$0.00	$0	
Single Family 40'	82	0%	$0.00	$0	
SIngle Family 50'	698	0%	$0.00	$0	
Single Family 60'	197	0%	$0.00	$0	
Single Family 80'	65	0%	$0.00	$0	
Total	1391			$0	
		
Shared Costs			

Operations & Maintenance
Descriptions	Total Proposed
2024 Budget	SS CDD
47%	SSC CDD
53%	
Field Services	$33,572	$15,663	$17,909	
Electric	$123,920	$57,816	$66,104	
Streetlights	$323,400	$150,884	$172,516	
Reclaimed Water	$274,500	$128,070	$146,430	
Property Insurance	$28,747	$13,412	$15,335	
Entry & Walls Maintenance	$15,000	$6,998	$8,002	
Landscape Maintenance	$514,110	$239,861	$274,249	
Landscape Contingency	$55,000	$25,661	$29,339	
Tree Trimming	$5,000	$2,333	$2,667	
Irrigation Repairs	$45,000	$20,995	$24,005	
Aquatic Maintenance	$10,230	$4,773	$5,457	
Fountain Repair & Maintenance	$7,500	$3,499	$4,001	
Miscellaneous - Stormwater Control	$5,000	$2,333	$2,667	
Mitigation Monitoring & Maintenance	$14,093	$6,575	$7,518	
Pressuring Washing	$5,000	$2,333	$2,667	
Repairs & Maintenance	$10,000	$4,666	$5,334	
Sidewalk Repair & Maintenance	$5,000	$2,333	$2,667	
Roadway Repair & Maintenance - Storm Gutters	$5,000	$2,333	$2,667	
Contingency	$15,000	$6,998	$8,002	
Total	$1,495,072	$697,536	$797,536	

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Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

REVENUES:

Special Assessments

The District will levy a non-ad valorem special assessment on all the assessable property within the District in order to pay for the operating expenditures during the fiscal year.

Interest

The District will invest surplus funds with State Board of Administration.

EXPENDITURES:

Administrative:

Supervisors Fees

Chapter 190, Florida Statutes, allows for each Board member to receive $200 per meeting, not to exceed $4,800 per year paid to each Supervisor for the time devoted to District business and meetings. The amount is based on 5 supervisors attending 12 meetings during the fiscal year.

FICA Expense

Represents the Employer’s share of Social Security and Medicare taxes withheld from Board of Supervisor checks.

Engineering

The District's engineer, Hamilton Engineering & Surveying, Inc., will be providing general engineering services to the District, e.g. attendance and preparation for monthly board meetings, review invoices, preparation and review of contract specifications and bid documents and various projects assigned as directed by the Board of Supervisors and the District Manager.

Attorney

The District's legal counsel, Latham, Luna, Eden & Beaudine, will be providing general legal services to the District, e.g. attendance and preparation for board monthly meetings, preparation and review of agreements, resolutions and other research as directed by the Board of Supervisors and the District Manager.

Dissemination

The District is required by the Security and Exchange Commission to comply with Rule 15c2- 12(b)(5) which relates to additional reporting requirements for unrated bond issues. The District has contracted with Governmental Management Services-Central Florida, LLC for this service on the Series 2017 Special Assessment Bonds, the Series 2019 Special Assessments Bonds, the Series 2020 Special Assessment Bonds Fox South Assessment Area and the Series 2023 Series 2023 Special Assessment Bonds.

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Arbitrage

The District will contract with an independent certified public accountant to annually calculate the District’s Arbitrage Rebate Liability on the Series 2019 Special Assessment Bonds, Series 2020 Special Assessment Bonds (Fox South Assessment Area) and Series 2023 Special Assessment Bonds. The District has contracted with AMTEC Corporation for this service.

Annual Audit

The District is required annually to conduct an audit of its financial records by an Independent Certified Public Accounting Firm if State requirements have been met. The District currently contracts Berger, Toombs, Elam, Gaines & Frank for this service through FY22 audit year.

Trustee Fees

The District will pay annual trustee fees for the Series 2017, Series 2019 Special Assessment Bonds, Series 2020 Special Assessment Bonds (Fox South Assessment Area) and Series 2023 Special Assessment Bonds that are located with a Trustee at USBank..

Assessment Administration

The District has contracted with Governmental Management Services-Central Florida, LLC to levy and administer the collection of non-ad valorem assessment on all assessable property within the District.

Management Fees

The District will be contracting with Governmental Management Services-Central Florida, LLC to provide Management, Accounting and Recording Secretary Services for the District. The services include, but are not limited to, recording and transcription of board meetings, administrative services, budget preparation, all financial reports, annual audits, etc.

Information Technology

The District has contracted with Governmental Management Services-Central Florida, LLC for costs related to District’s information systems, which include but are not limited to video conferencing services, cloud storage services and servers, positive pay implementation and programming for fraud protection, accounting software, tablets for meetings, Adobe, Microsoft Office, etc.

Website Maintenance

The District has contracted with Governmental Management Services-Central Florida, LLC for the costs associated with monitoring and maintaining the District’s website created in accordance with Chapter 189, Florida Statutes. These services include site performance assessments, security and firewall maintenance, updates, document uploads, hosting and domain renewals, website backups, etc.

Telephone

Telephone and fax machine.

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Postage

Mailing of Board meeting agenda packages, overnight deliveries, correspondence, etc.

Printing & Binding

Printing and Binding agenda packages for board meetings, printing of computerized checks, stationary, envelopes. Photocopies and other printed material.

Insurance

The District’s general liability, public officials liability and property insurance coverages. The coverage is provided by Florida Insurance Alliance (FIA). FIA specializes in providing insurance coverage to governmental agencies.

Legal Advertising

The District is required to advertise various notices for monthly Board meetings, public hearings, etc in a newspaper of general circulation.

Other Current Charges

Bank charges and any other miscellaneous expenses incurred during the year.

Office Supplies

Miscellaneous office supplies.

Property Appraiser

Represents a fee charged by Osceola County Property Appraiser’s office for assessment administration services.

Property Taxes

Represents the non-ad valorem assessment from Osceola County that will be charged to the District.

Dues, Licenses & Subscriptions

The District is required to pay an annual fee to the Florida Department of Economic Opportunity for
$175. This is the only expense under this category for the District.

Operations & Maintenance:

The District is proposing for FY24 a shared cost for a maintenance costs. 53% of the maintenance costs will be allocated to Stoneybrook South at ChampionsGate and 47% will be allocated to Stoneybrook South during Fiscal Year 2024. The maintenance costs will be considered shared costs between the two districts and will be allocated based on the number of platted equivalent assessment units (EAUs) in each district in accordance with the Interlocal Agreement between Stoneybrook South at ChampionsGate and Stoneybrook South regarding the joint maintenance.

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Field Services

The District has contracted with Governmental Management Services-Central Florida, LLC to provide onsite field management of contracts for the District such as landscape and lake maintenance. Services to include onsite inspections, meetings with contractors, monitoring of utility accounts, attend Board meetings and receive and respond to property owner phone calls and emails.

Electric

Represents cost of electric services for items such as monument lighting, fountains, etc. District currently has the following accounts with Duke Energy.

Account #	Description	Monthly	Annual	
9100 8720 7117	1300 Stoneybrook Blvd S, Fountain	$950	$11,400	
9100 8717 4371	14381 Mickelson Ct., Fountain	$425	$5,100	
9100 8717 4876	100 Double Eagle Dr, Sign/Lighting	$1,250	$15,000	
9100 8720 7836	1400 Deuce Cir, Entry Monument	$35	$420	
9100 8720 8093	8900 Leaderboard Ln, Lighting	$50	$600	
9100 8720 8530	15511 Oasis Club Blvd, Gatehouse Lighting	$50	$600	
9100 8720 8803	1200 Oasis Club Blvd, Meter B	$35	$420	
9100 8720 9010	9160 Tri County Rd, Irrigation 1	$35	$420	
9100 8720 9755	14431 Bunker Drive, Fountain	$750	$9,000	
9100 8720 9995	1500 Rolling Fairway Dr, Entry Monument	$35	$420	
9100 8721 0518	1300 Stoneybrook Blvd S, 000 Blk	$45	$540	
9100 8723 5004	1400 Stoneybrook Blvd S, Sign	$35	$420	
9100 8723 5327	15101 Mulligan Blvd, West Entry	$35	$420	
9100 8723 5533	1500 Flange Dr, Entry Monument Light	$35	$420	
9100 8723 6039	9100 Iron Drive	$35	$420	
9100 8723 6253	1200 Stoneybrook Blvd S, Pump, Fountains	$210	$2,520	
9100 8723 6766	9160 Tri County Rd, Irrigation 2	$35	$420	
9100 8723 7478	13241 Westside Blvd. South, Fountain	$500	$6,000	
9100 8723 7957	14471 Mickelson Ct., Fountain	$500	$6,000	
9100 8723 8205	1200 Stoneybrook Blvd S, 000/Meter A	$50	$600	
9100 8727 1157	14031 Mickelson Ct, Entry Monument	$35	$420	
9100 8577 8408	1521 Olympic Club Blvd, Entrance Lights	$50	$600	
9100 8581 1139	60401 Whistling Straits Blvd, Gate	$100	$1,200	
9100 8581 2255	90191 Leopard Creek Drive, Irrigation	$35	$420	
9101 2416 4654	11891 S Westside Blvd	$500	$6,000	
9101 2415 3809	87251 Bella Citta Blvd	$575	$6,900	
9101 2774 0771	11351 Whistling Straits Blvd	$650	$7,800	
	Contingency - 5 Fountains			$39,440 	
Total			$123,920	

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Streetlights

Represents cost of streetlighting services. District currently has the following accounts with Duke Energy.

Account #	Description	Monthly	Annual	
9100 8723 6576	000 Westside Blvd Lite, Stnbrk S Trc F PH1SL	$430	$5,160	
9100 8723 8643	000 Westside Blvd Lite, SL	$760	$9,120	
9100 8717 3619	000 Oasis Club Blvd, Lite, Tract I-J1 PH2B SL	$700	$8,400	
9100 8717 3867	000 Oasis Club Blvd, Lite, Tract I-J1 PH2A SL	$625	$7,500	
9100 8717 4107	1551 Flange Dr, Stnybrk S J2-3 PH1 SL	$950	$11,400	
9100 8717 4636	000 Westside Blvd Lite, WS Blvd Ext	$625	$7,500	
9100 8720 7357	000 Stoneybrook Blvd S Lite, Tract H	$1,600	$19,200	
9100 8720 7604	000 Oasis Club Blvd Lite, Tract I-J1 PH1A SL	$460	$5,520	
9100 8720 8316	000 Westside Blvd Lite, Stnbrk S Trc F PH2SL	$1,050	$12,600	
9100 8720 9250	000 Stoneybrook Blvd S Lite Tract 01	$510	$6,120	
9100 8720 9531	000 Oasis Club Blvd Lite, Tract I-J1 PH1B SL	$300	$3,600	
9100 8721 0245	000 Stoneybrook BLVD S Lite, Tract G123	$1,450	$17,400	
9100 8721 0774	1300 Stoneybrook Blvd S, Lite	$430	$5,160	
9100 8723 5757	000 Stoneybrook Blvdd S Lite, Tract C	$900	$10,800	
9100 8723 7212	000 Oasis Club Blvd Lite, SL	$1,275	$15,300	
9100 8723 7684	000 Stoneybrook Blvd S Lite, Tract C1B	$580	$6,960	
9100 8723 8445	000 Stoneybrook Blvd S, Lite, Tract E1 SLs	$410	$4,920	
9100 8723 8908	0 Stoneybrook Blvd S Lite, Lights	$1,725	$20,700	
9100 8727 1438	1551 Flange Dr, Stnybrk S J2-3 PH2 SL	$630	$7,560	
9100 8577 8680	000 Tri County Rd, N Parcel Entry	$850	$10,200	
9100 8581 2560	0000 Whistling Straits Blvd Lite	$1,475	$17,700	
9100 8577 8185	000 Westside Blvd Lite, SB Tract K SL	$565	$6,780	
9100 8577 8911	0 Westside Blvd Lite, Fox Prop West Blvd SL	$855	$10,260	
9100 8581 1402	000 Bella Citta Blvd Lite	$665	$7,980	
9100 8581 1600	000 Westside Blvd Lite, SS Tract K PH3 SL	$590	$7,080	
9100 8581 1874	000 Westside Blvd Lite, SS Tract K PH2 SL	$610	$7,320	
9100 8581 2099	00000 Westside Blvd Lite Fox Prop PH2C1	$1,390	$16,680	
	0000 Westside Blvd Lite, Lite Fox Prpty Ph3A			
9101 4906 8762	SL	$1,165	$13,980	
	0000 Westside Blvd Lite, Lite Fox Prpty Ph3B			
9101 4907 2057	SL	$555	$6,660	
	Fox North/X Tract - 91 Streetlights	$2,450	$29,400	
	Contingency			$4,440 	
Total			$323,400	

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Reclaimed Water

Represents cost of reclaimed water services. District currently has the following accounts with Toho Water Authority.

Account #	Description	Monthly	Annual	
2166394-1188660	9100 E Stoneybrook Boulevard Blk#3	$3,000	$36,000	
2166394-1188670	9100 E Stoneybrook South Blk#6	$5,000	$60,000	
2166394-1196480	9100 E Stoneybrook Boulevard Blk#11	$2,600	$31,200	
2166394-1274540	1500 A Oasis Club Blvd Blk Even	$2,750	$33,000	
2166394-1274550	1500 B Oasis Club Blvd Blk Even	$50	$600	
2166394-1279350	8900 Bella Cita Blvd Blk Odd	$75	$900	
2166394-33016799	1600 Even Moon Valley Drive	$125	$1,500	
2627512-33111069	1500 Olympic Club Blvd. Meter A	$2,650	$31,800	
2627512-33169919	1000 Whistling Straits Blvd Block	$75	$900	
2627512-33254859	1000 Westside Block ODD Blvd 2" RM	$3,750	$45,000	
2627512-33319269	8703 Bella Cita Blvd	$160	$1,920	
	Contingency			$31,680 	
Total			$274,500	

Property Insurance

Represents estimated costs for the annual coverage of property insurance. Coverage will be provided by Florida Insurance Alliance (FIA). FIA specializes in providing insurance coverage to governmental agencies.

Entry & Walls Maintenance

Represents estimated costs to repair and maintain entry monuments and walls within the District.

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Landscape Maintenance

The District will maintain the landscaping within the common areas of the District after installation of landscape material has been completed. The District has contracted with Floralawn, Inc. for this service.

Description	Monthly	Annual	
Landscape Maintenance - SS CDD	$22,352	$268,224	
Landscape Maintenance - SSC CDD	$15,574	$186,888	
Contingency - Future Areas			$58,998 	
Total		$514,110	

Landscape Contingency

Represents estimated costs for any additional landscape expenses not covered under the monthly landscape maintenance contract such as annual plant replacements, sod installation, tree replacement, etc.

Tree Trimming

Represents estimated cost for the tree trimming service to areas within the District.

Irrigation Repairs

Represents estimated costs for any repairs to the irrigation system.

Aquatic Maintenance

Represents cost for maintenance to the ponds located within the District. The District has contracted with The Lake Doctors. Inc. for the inspections, treatment and prevention of noxious aquatic weeds and algae.

Description	Monthly	Annual	
Pond Maintenance	$172	$2,064	
Pond Maintenance - 7 Ponds	$425	$5,100	
X Tract Pond	$160	$1,920	
Contingency			$1,146 	
Total		$10,230	

Fountain Repair & Maintenance

Represents estimated repair and maintenance cost to the fountain structures maintained by the District.

Miscellaneous – Stormwater Control

Represents estimated costs for the stormwater analysis requirement and any unforeseen repair costs to stormwater system.

Stoneybrook South at ChampionsGate
Community Development District
GENERAL FUND BUDGET

Mitigation Monitoring & Maintenance

Represents estimated costs for environmental monitoring, reporting and maintenance of mitigation areas within the District boundaries. The Disrict has contracted with Bio-Tech Consulting, Inc. for the mitigation monitoring and maintenance and American Ecosystems, Inc. for the cogon grass treatments.

Description	Annual	
Semi-Annual Monitoring - $1,000 per event	$2,000	
Annual Mitigation Monitoring	$1,600	
Quarterly Maintenance - Mitigation Areas - $875 per event		$3,500 	
Total	$7,100	

Description	Monthly	Annual	
Cogon Grass Treatment	$555	$6,660	
Contingency			$333 	
Total		$6,993	

Pressure Washing

Represents estimated cost for pressure washing any areas within the District.

Repairs & Maintenance

Represents estimated costs for any repairs and maintenance to common areas maintained by the District.

Sidewalk Repair & Maintenance

Represents estimated cost to repair and maintain sidewalks within the District.

Roadway Repair & Maintenance – Storm Gutters

Represents estimated cost for any unforeseen repairs and maintenance to the storm gutters maintained by the District.

Contingency

Represents any additional field expense that may not have been provided for in the budget.

Transfer Out – Capital Reserve

Represents excess revenue transferred to Capital Reserve fund for capital outlay expenses.

Stoneybrook South at ChampionsGate
Community Development District

Fiscal Year 2024 Capital Reserve Fund

	Adopted
Budget	Actual
Thru	Projected
Next 3	Total
Thru	Proposed
Budget	
	FY2023	6/30/23	Months	9/30/22	FY2024	

Revenues						
Transfer In	$278,748	$278,748	$0	$278,748	$95,404	
Interest	$750	$13,437	$4,493	$17,930	$5,000	
Total Revenues	$279,498	$292,185	$4,493	$296,678	$100,404	

Expenditures						
Contingency	$0	$30	$0	$30	$0	
Capital Outlay	$127,341	$88,204	$0	$88,204	$59,228	
Total Expenditures	$127,341	$88,234	$0	$88,234	$59,228	
						
Excess Revenues/(Expenditures)	$152,157	$203,951	$4,493	$208,444	$41,176	
						
Fund Balance - Beginning	$337,632	$0	$0	$0	$208,444	
						
Fund Balance - Ending	$489,789	$203,951	$4,493	$208,444	$249,620	

FY2023 Updated Expenses	
Description	Amount	
Purchase & Installation of Fountains	
Pond 2 Fountain	$	33,106	
Pond 4 Fountain	$	33,106	
Pond 5 Fountain	$	21,993	
Total	$	88,204	

FY2024 Proposed Expenses	
Description	Amount	
Pond 6 Fountain	$	29,206
Pond 10 Fountain	$	30,023	
Total	$	59,228	

Stoneybrook South at ChampionsGate
Community Development District

		Fiscal Year 2024 Debt Service Fund Series 2017		
	Adopted
Budget FY2023	Actual
Thru 6/30/23	Projected
Next 3 Months	Total
Thru 9/30/22	Proposed
Budget FY2024	

Revenues						
Special Assessments	$301,800	$303,817	$0	$303,817	$301,800	
Interest Income	$0	$8,175	$3,050	$11,225	$5,000	
Transfer In	$0	$0	$0	$0	$0	
Carry Forward Surplus	$222,524	$225,222	$0	$225,222	$241,476	
Total Revenues	$524,324	$537,214	$3,050	$540,264	$548,276	

Expenses						
Interest - 12/15	$102,725	$102,725	$0	$102,725	$102,725	
Principal - 12/15	$95,000	$95,000	$0	$95,000	$95,000	
Interest - 6/15	$101,063	$101,063	$0	$101,063	$99,400	
Total Expenditures	$298,788	$298,788	$0	$298,788	$297,125	
						
Excess Revenues/(Expenditures)	$225,537	$238,426	$3,050	$241,476	$251,151	
				
Principal - 12/15/2024	
$100,000	
				Interest - 12/15/2024		$99,400 	
				Total		$199,400 	
				
Net Assessment	
$301,800	
				Collection Cost (6%)	$19,264	
				Gross Assessment	$321,064	
						
		Property Type	Units	Gross Per Unit	Gross Total	
		Single Family 50'	79	$1,406	$111,074	
		Single Family 60'	97	$1,510	$146,470	
		Single Family 80'	37	$1,719	$63,603	
		Total	213		$321,147	

Stoneybrook South at ChampionsGate Community Development District Series 2017, Special Assessment Bonds
(Term Bonds Combined)

Amortization Schedule

Date	Balance	Principal	Interest	Annual

12/15/23
6/15/24
12/15/24
6/15/25
12/15/25
6/15/26
12/15/26
6/15/27
12/15/27
6/15/28
12/15/28
6/15/29
12/15/29
6/15/30
12/15/30
6/15/31
12/15/31
6/15/32
12/15/32
6/15/33
12/15/33
6/15/34
12/15/34
6/15/35
12/15/35
6/15/36
12/15/36
6/15/37
12/15/37
6/15/38
12/15/38
6/15/39
12/15/39
6/15/40
12/15/40
6/15/41
12/15/41
6/15/42
12/15/42
6/15/43
12/15/43
6/15/44
12/15/44
6/15/45
12/15/45
6/15/46
12/15/46
6/15/47
12/15/47

$ 4,295,000
$ 4,200,000
$ 4,200,000
$ 4,100,000
$ 4,100,000
$ 3,995,000
$ 3,995,000
$ 3,885,000
$ 3,885,000
$ 3,770,000
$ 3,770,000
$ 3,650,000
$ 3,650,000
$ 3,525,000
$ 3,525,000
$ 3,395,000
$ 3,395,000
$ 3,260,000
$ 3,260,000
$ 3,120,000
$ 3,120,000
$ 2,975,000
$ 2,975,000
$ 2,820,000
$ 2,820,000
$ 2,660,000
$ 2,660,000
$ 2,490,000
$ 2,490,000
$ 2,315,000
$ 2,315,000
$ 2,130,000
$ 2,130,000
$ 1,935,000
$ 1,935,000
$ 1,735,000
$ 1,735,000
$ 1,520,000
$ 1,520,000
$ 1,295,000
$ 1,295,000
$ 1,060,000
$ 1,060,000
$	815,000
$	815,000
$	555,000
$	555,000
$	285,000
$	285,000

$	95,000
$	-
$	100,000
$	-
$	105,000
$	-
$	110,000
$	-
$	115,000
$	-
$	120,000
$	-
$	125,000
$	-
$	130,000
$	-
$	135,000
$	-
$	140,000
$	-
$	145,000
$	-
$	155,000
$	-
$	160,000
$	-
$	170,000
$	-
$	175,000
$	-
$	185,000
$	-
$	195,000
$	-
$	200,000
$	-
$	215,000
$	-
$	225,000
$	-
$	235,000
$	-
$	245,000
$	-
$	260,000
$	-
$	270,000
$	-
$	285,000

196,062.50

$	101,062.50	$	
$	99,400.00	$	
$	99,400.00	$	
$	97,400.00	$	
$	97,400.00	$	
$	95,300.00	$	
$	95,300.00	$	
$	93,100.00	$	
$	93,100.00	$	
$	90,800.00	$	
$	90,800.00	$	
$	88,400.00	$	
$	88,400.00	$	
$	85,509.38	$	
$	85,509.38	$	
$	82,503.13	$	
$	82,503.13	$	
$	79,381.25	$	
$	79,381.25	$	
$	76,143.75	$	
$	76,143.75	$	
$	72,790.63	$	
$	72,790.63	$	
$	69,206.25	$	
$	69,206.25	$	
$	65,506.25	$	
$	65,506.25	$	
$	61,575.00	$	
$	61,575.00	$	
$	57,528.13	$	
$	57,528.13	$	
$	53,250.00	$	
$	53,250.00	$	
$	48,375.00	$	
$	48,375.00	$	
$	43,375.00	$	
$	43,375.00	$	
$	38,000.00	$	
$	38,000.00	$	
$	32,375.00	$	
$	32,375.00	$	
$	26,500.00	$	
$	26,500.00	$	
$	20,375.00	$	
$	20,375.00	$	
$	13,875.00	$	
$	13,875.00	$	
$	7,125.00	$	
$	7,125.00	$	

- 298,800.00
- 299,800.00
- 300,600.00
- 301,200.00
- 301,600.00
- 301,800.00
- 301,018.75
- 300,006.25
- 298,762.50
- 297,287.50
- 300,581.25
- 298,412.50
- 301,012.50
- 298,150.00
- 300,056.25
- 301,500.00
- 296,750.00
- 301,750.00
- 301,000.00
- 299,750.00
- 298,000.00
- 300,750.00
- 297,750.00
- 299,250.00

Totals	$	4,295,000  $	3,096,650  $  7,391,650.00

Stoneybrook South at ChampionsGate
Community Development District

		Fiscal Year 2024 Debt Service Fund Series 2019		
	Adopted Budget
FY2023	Actual Thru
6/30/23	Projected Next 3
Months	Total Thru
9/30/22	Proposed Budget
FY2024	

Revenues						
Special Assessments - Tax Roll	$893,432	$899,122	$0	$899,122	$899,894	
Special Assessments - Direct Billed	$6,463	$6,463	$0	$6,463	$0	
Interest Income	$0	$22,334	$3,666	$26,000	$11,700	
Transfer In	$0	$0	$0	$0	$0	
Carry Forward Surplus	$353,152	$360,976	$0	$360,976	$391,574	
Total Revenues	$1,253,046	$1,288,895	$3,666	$1,292,561	$1,303,168	

Expenses						
Interest - 12/15	$310,494	$310,494	$0	$310,494	$305,594	
Principal - 6/15	$280,000	$280,000	$0	$280,000	$290,000	
Interest - 6/15	$310,494	$310,494	$0	$310,494	$305,594	
Total Expenditures	$900,988	$900,988	$0	$900,988	$901,188	
						
Excess Revenues/(Expenditures)	$352,059	$387,908	$3,666	$391,574	$401,980	
				
Interest - 12/15/2024	
	$300,519 	
				Total		$300,519 	
				
Net Assessment	
$899,894	
				Collection Cost (6%)	$57,440	
				Gross Assessment	$957,334	
						
		Property Type	Units	Gross Per Unit	Gross Total	
		Condo	80	$989	$79,120	
		Townhome	214	$1,094	$234,116	
		Single Family 40'	207	$1,302	$269,514	
		Single Family 50'	173	$1,406	$243,238	
		Single Family 60'	54	$1,510	$81,540	
		Single Family 80'	29	$1,719	$49,851	
		Total	757		$957,379	

Stoneybrook South at ChampionsGate Community Development District Series 2019, Special Assessment Bonds
(Term Bonds Combined)

Amortization Schedule

al

Interest

Annual

6/15/49

$	875,000

-

Date	Balance	Princip	
12/15/23	$ 13,670,000	$	
6/15/24	$ 13,670,000	$	290	
12/15/24	$ 13,380,000	$	
6/15/25	$ 13,380,000	$	300	
12/15/25	$ 13,080,000	$	
6/15/26	$ 13,080,000	$	315	
12/15/26	$ 12,765,000	$	
6/15/27	$ 12,765,000	$	330	
12/15/27	$ 12,435,000	$	
6/15/28	$ 12,435,000	$	340	
12/15/28	$ 12,095,000	$	
6/15/29	$ 12,095,000	$	355	
12/15/29	$ 11,740,000	$	
6/15/30	$ 11,740,000	$	370	
12/15/30	$ 11,370,000	$	
6/15/31	$ 11,370,000	$	385	
12/15/31	$ 10,985,000	$	
6/15/32	$ 10,985,000	$	405	
12/15/32	$ 10,580,000	$	
6/15/33	$ 10,580,000	$	420	
12/15/33	$ 10,160,000	$	
6/15/34	$ 10,160,000	$	440	

$	305,593.75	$	305,593.75	
$	305,593.75	$	-	
$	300,518.75	$	896,112.50	
$	300,518.75	$	-	
$	294,518.75	$	895,037.50	
$	294,518.75	$	-	
$	288,218.75	$	897,737.50	
$	288,218.75	$	-	
$	281,618.75	$	899,837.50	
$	281,618.75	$	-	
$	274,818.75	$	896,437.50	
$	274,818.75	$	-	
$	267,718.75	$	897,537.50	
$	267,718.75	$	-	
$	260,318.75	$	898,037.50	
$	260,318.75	$	-	
$	251,656.25	$	896,975.00	
$	251,656.25	$	-	
$	242,543.75	$	899,200.00	
$	242,543.75	$	-	
$	233,093.75	$	895,637.50	
$	233,093.75	$	-	
$	223,193.75	$	896,287.50	
$	223,193.75	$	-	
$	212,843.75	$	896,037.50	
$	212,843.75	$	-	
$	201,931.25	$	899,775.00	
$	201,931.25	$	-	
$	190,568.75	$	897,500.00	
$	190,568.75	$	-	
$	178,643.75	$	899,212.50	
$	178,643.75	$	-	
$	166,268.75	$	894,912.50	
$	166,268.75	$	-	
$	152,856.25	$	899,125.00	
$	152,856.25	$	-	
$	138,865.63	$	896,721.88	
$	138,865.63	$	-	
$	124,181.25	$	898,046.88	
$	124,181.25	$	-	
$	108,803.13	$	897,984.38	
$	108,803.13	$	-	
$	92,731.25	$	896,534.38	
$	92,731.25	$	-	
$	75,850.00	$	898,581.25	
$	75,850.00	$	-	
$	58,159.38	$	899,009.38	
$	58,159.38	$	-	
$	39,659.38	$	897,818.75	
$	39,659.38	$	-	
$	20,234.38	$	899,893.75	
$	20,234.38	$	895,234.38	

,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000

12/15/34	$ 9,720,000	$	
6/15/35	$ 9,720,000	$	460	
12/15/35	$ 9,260,000	$	
6/15/36	$ 9,260,000	$	485	
12/15/36	$ 8,775,000	$	
6/15/37	$ 8,775,000	$	505	
12/15/37	$ 8,270,000	$	
6/15/38	$ 8,270,000	$	530	
12/15/38	$ 7,740,000	$	
6/15/39	$ 7,740,000	$	550	
12/15/39	$ 7,190,000	$	
6/15/40	$ 7,190,000	$	580	
12/15/40	$ 6,610,000	$	
6/15/41	$ 6,610,000	$	605	
12/15/41	$ 6,005,000	$	
6/15/42	$ 6,005,000	$	635	
12/15/42	$ 5,370,000	$	
6/15/43	$ 5,370,000	$	665	
12/15/43	$ 4,705,000	$	
6/15/44	$ 4,705,000	$	695	
12/15/44	$ 4,010,000	$	
6/15/45	$ 4,010,000	$	730	
12/15/45	$ 3,280,000	$	
6/15/46	$ 3,280,000	$	765	
12/15/46	$ 2,515,000	$	
6/15/47	$ 2,515,000	$	800	
12/15/47	$ 1,715,000	$	
6/15/48	$ 1,715,000	$	840	
12/15/48	$	875,000	$	

-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
$	875,000

Totals	$	13,670,000  $	9,970,819  $ 23,640,818.75

Stoneybrook South at ChampionsGate
Community Development District

		Fiscal Year 2024 Debt Service Fund Series 2020		
	Adopted Budget
FY2023	Actual Thru
6/30/23	Projected Next 3
Months	Total Thru
9/30/22	Proposed Budget
FY2024	

Revenues						
Special Assessments - Tax Roll	$691,407	$695,781	$0	$695,781	$702,564	
Special Assessments - Direct Billed	$11,156	$11,156	$0	$11,156	$0	
Interest Income	$0	$18,102	$4,898	$23,000	$10,350	
Carry Forward Surplus	$490,151	$493,672	$0	$493,672	$517,071	
Total Revenues	$1,192,714	$1,218,711	$4,898	$1,223,609	$1,229,985	

Expenses						
Interest - 12/15	$215,806	$215,806	$0	$215,806	$212,431	
Principal - 12/15	$270,000	$270,000	$0	$270,000	$275,000	
Interest - 6/15	$212,431	$212,431	$0	$212,431	$208,994	
Transfer Out	$0	$6,537	$1,763	$8,300	$0	
Total Expenditures	$698,238	$704,775	$1,763	$706,538	$696,425	
						
Excess Revenues/(Expenditures)	$494,477	$513,936	$3,135	$517,071	$533,560	
				
Principal - 12/15/2024	
$280,000	
				Interest - 12/15/2024		$208,994 	
				Total		$488,994 	
				
Net Assessment	
$702,564	
				Collection Cost (6%)	$44,844	
				Gross Assessment	$747,408	
						
		Property Type	Units	Gross Per Unit	Gross Total	
		Condo	120	$989	$118,680	
		Townhome	160	$1,094	$175,040	
		Single Family 40'	146	$1,302	$190,092	
		Single Family 50'	145	$1,406	$203,870	
		Single Family 60'	35	$1,510	$52,850	
		Single Family 80'	4	$1,719	$6,876	
		Total	610		$747,408	

Stoneybrook South at ChampionsGate
Series 2020, Special Assessment Bonds (Fox South Assessment Area) (Term Bonds Combined)

Amortization Schedule

Date	Balance	Principal	Interest	Annual

12/15/50	$

675,000

,000

12/15/23	$ 12,195,000	$	275	
6/15/24	$ 11,920,000	$	
12/15/24	$ 11,920,000	$	280	
6/15/25	$ 11,640,000	$	
12/15/25	$ 11,640,000	$	290	
6/15/26	$ 11,350,000	$	
12/15/26	$ 11,350,000	$	295	
6/15/27	$ 11,055,000	$	
12/15/27	$ 11,055,000	$	305	
6/15/28	$ 10,750,000	$	
12/15/28	$ 10,750,000	$	315	
6/15/29	$ 10,435,000	$	
12/15/29	$ 10,435,000	$	325	
6/15/30	$ 10,110,000	$	
12/15/30	$ 10,110,000	$	335	

$	212,431.25	$	487,431.25	
$	208,993.75	$	-	
$	208,993.75	$	697,987.50	
$	205,493.75	$	-	
$	205,493.75	$	700,987.50	
$	201,868.75	$	-	
$	201,868.75	$	698,737.50	
$	197,443.75	$	-	
$	197,443.75	$	699,887.50	
$	192,868.75	$	-	
$	192,868.75	$	700,737.50	
$	188,143.75	$	-	
$	188,143.75	$	701,287.50	
$	183,268.75	$	-	
$	183,268.75	$	701,537.50	
$	178,243.75	$	-	
$	178,243.75	$	701,487.50	
$	172,206.25	$	-	
$	172,206.25	$	699,412.50	
$	165,993.75	$	-	
$	165,993.75	$	701,987.50	
$	159,518.75	$	-	
$	159,518.75	$	699,037.50	
$	152,868.75	$	-	
$	152,868.75	$	700,737.50	
$	145,956.25	$	-	
$	145,956.25	$	701,912.50	
$	138,781.25	$	-	
$	138,781.25	$	697,562.50	
$	131,431.25	$	-	
$	131,431.25	$	697,862.50	
$	123,818.75	$	-	
$	123,818.75	$	697,637.50	
$	115,943.75	$	-	
$	115,943.75	$	701,887.50	
$	107,718.75	$	-	
$	107,718.75	$	700,437.50	
$	98,625.00	$	-	
$	98,625.00	$	702,250.00	
$	89,156.25	$	-	
$	89,156.25	$	698,312.50	
$	79,406.25	$	-	
$	79,406.25	$	698,812.50	
$	69,281.25	$	-	
$	69,281.25	$	698,562.50	
$	58,781.25	$	-	
$	58,781.25	$	697,562.50	
$	47,906.25	$	-	
$	47,906.25	$	700,812.50	
$	36,562.50	$	-	
$	36,562.50	$	698,125.00	
$	24,843.75	$	-	
$	24,843.75	$	699,687.50	
$	12,656.25	$	-	
$	12,656.25	$	700,312.50	

-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000

6/15/31	$ 9,775,000	$	
12/15/31	$ 9,775,000	$	345	
6/15/32	$ 9,430,000	$	
12/15/32	$ 9,430,000	$	355	
6/15/33	$ 9,075,000	$	
12/15/33	$ 9,075,000	$	370	
6/15/34	$ 8,705,000	$	
12/15/34	$ 8,705,000	$	380	
6/15/35	$ 8,325,000	$	
12/15/35	$ 8,325,000	$	395	
6/15/36	$ 7,930,000	$	
12/15/36	$ 7,930,000	$	410	
6/15/37	$ 7,520,000	$	
12/15/37	$ 7,520,000	$	420	
6/15/38	$ 7,100,000	$	
12/15/38	$ 7,100,000	$	435	
6/15/39	$ 6,665,000	$	
12/15/39	$ 6,665,000	$	450	
6/15/40	$ 6,215,000	$	
12/15/40	$ 6,215,000	$	470	
6/15/41	$ 5,745,000	$	
12/15/41	$ 5,745,000	$	485	
6/15/42	$ 5,260,000	$	
12/15/42	$ 5,260,000	$	505	
6/15/43	$ 4,755,000	$	
12/15/43	$ 4,755,000	$	520	
6/15/44	$ 4,235,000	$	
12/15/44	$ 4,235,000	$	540	
6/15/45	$ 3,695,000	$	
12/15/45	$ 3,695,000	$	560	
6/15/46	$ 3,135,000	$	
12/15/46	$ 3,135,000	$	580	
6/15/47	$ 2,555,000	$	
12/15/47	$ 2,555,000	$	605	
6/15/48	$ 1,950,000	$	
12/15/48	$ 1,950,000	$	625	
6/15/49	$ 1,325,000	$	
12/15/49	$ 1,325,000	$	650	
6/15/50	$	675,000	$	

-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
$	675,000

Totals	$	12,195,000  $	7,187,994  $ 19,382,993.75

Stoneybrook South at ChampionsGate
Community Development District

		Fiscal Year 2024 Debt Service Fund Series 2023		
	Proposed	Actual	Projected	Total	Proposed		
	Budget	Thru	Next 3	Thru	Budget		
	FY2023	6/30/23	Months	9/30/22	FY2024		

Revenues							
Special Assessments	$0	$0	$118,784	$118,784	$302,250		
Interest Income	$0	$1,410	$1,200	$2,610	$2,500		
Bond Proceeds	$205,238	$205,238	$0	$205,238	$0		
Carry Forward Surplus	$0	$0	$0	$0	$119,157	*	
Total Revenues	$205,238	$206,648	$119,984	$326,633	$423,907		

Expenses							
Interest - 12/15	$0	$0	$0	$0	$118,784		
Principal - 6/15	$0	$0	$0	$0	$65,000		
Interest - 6/15	$54,113	$54,113	$0	$54,113	$118,784		
Transfer Out	$0	$1,038	$1,200	$2,238	$0		
Total Expenditures	$54,113	$55,151	$1,200	$56,351	$302,569		
							
Excess Revenues/(Expenditures)	$151,125	$151,497	$118,784	$270,282	$121,338		

*Less Reserve amount				
Interest - 12/15/2024	
	$117,322 		
				Total		$117,322 		
				
Net Assessment	
$302,250		
				Collection Cost (6%)	$19,293		
				Gross Assessment	$321,543		
							
		Property Type	Units	Gross Per Unit	Gross Total		
		Townhome	246	$702	$172,700		
		Single Family 40'	81	$1,300	$105,317		
		Single Family 50'	31	$1,404	$43,526		
		Total	358		$321,543		

Stoneybrook South at ChampionsGate
Series 2023, Special Assessment Bonds (Series 2023 Assessment Area) (Term Bonds Combined)

Amortization Schedule

Date	Balance	Principal	Interest	Annual

12/15/53	$	-

-

12/15/23	$ 4,450,000	$	
6/15/24	$ 4,450,000	$	65	
12/15/24	$ 4,385,000	$	
6/15/25	$ 4,385,000	$	65	
12/15/25	$ 4,320,000	$	
6/15/26	$ 4,320,000	$	70	
12/15/26	$ 4,250,000	$	
6/15/27	$ 4,250,000	$	75	
12/15/27	$ 4,175,000	$	
6/15/28	$ 4,175,000	$	75	
12/15/28	$ 4,100,000	$	
6/15/29	$ 4,100,000	$	80	
12/15/29	$ 4,020,000	$	
6/15/30	$ 4,020,000	$	85	
12/15/30	$ 3,935,000	$	
6/15/31	$ 3,935,000	$	90	
12/15/31	$ 3,845,000	$	
6/15/32	$ 3,845,000	$	95	
12/15/32	$ 3,750,000	$	
6/15/33	$ 3,750,000	$	100	
12/15/33	$ 3,650,000	$	
6/15/34	$ 3,650,000	$	105	
12/15/34	$ 3,545,000	$	
6/15/35	$ 3,545,000	$	110	
12/15/35	$ 3,435,000	$	
6/15/36	$ 3,435,000	$	115	
12/15/36	$ 3,320,000	$	
6/15/37	$ 3,320,000	$	120	
12/15/37	$ 3,200,000	$	
6/15/38	$ 3,200,000	$	130	
12/15/38	$ 3,070,000	$	
6/15/39	$ 3,070,000	$	135	
12/15/39	$ 2,935,000	$	
6/15/40	$ 2,935,000	$	145	
12/15/40	$ 2,790,000	$	
6/15/41	$ 2,790,000	$	150	
12/15/41	$ 2,640,000	$	
6/15/42	$ 2,640,000	$	160	
12/15/42	$ 2,480,000	$	
6/15/43	$ 2,480,000	$	170	
12/15/43	$ 2,310,000	$	
6/15/44	$ 2,310,000	$	180	
12/15/44	$ 2,130,000	$	
6/15/45	$ 2,130,000	$	190	
12/15/45	$ 1,940,000	$	
6/15/46	$ 1,940,000	$	200	
12/15/46	$ 1,740,000	$	
6/15/47	$ 1,740,000	$	210	
12/15/47	$ 1,530,000	$	
6/15/48	$ 1,530,000	$	220	
12/15/48	$ 1,310,000	$	
6/15/49	$ 1,310,000	$	235	
12/15/49	$ 1,075,000	$	
6/15/50	$ 1,075,000	$	250	
12/15/50	$	825,000	$	
6/15/51	$	825,000	$	260	
12/15/51	$	565,000	$	
6/15/52	$	565,000	$	275	
12/15/52	$	290,000	$	
6/15/53	$	290,000	$	290	

$	118,784.38	$	118,784.38	
$	118,784.38	$	-	
$	117,321.88	$	117,321.88	
$	117,321.88	$	-	
$	115,859.38	$	298,181.25	
$	115,859.38	$	-	
$	114,284.38	$	300,143.75	
$	114,284.38	$	-	
$	112,596.88	$	301,881.25	
$	112,596.88	$	-	
$	110,909.38	$	298,506.25	
$	110,909.38	$	-	
$	109,109.38	$	300,018.75	
$	109,109.38	$	-	
$	107,196.88	$	301,306.25	
$	107,196.88	$	-	
$	104,778.13	$	301,975.00	
$	104,778.13	$	-	
$	102,225.00	$	302,003.13	
$	102,225.00	$	-	
$	99,537.50	$	301,762.50	
$	99,537.50	$	-	
$	96,715.63	$	301,253.13	
$	96,715.63	$	-	
$	93,759.38	$	300,475.00	
$	93,759.38	$	-	
$	90,668.75	$	299,428.13	
$	90,668.75	$	-	
$	87,443.75	$	298,112.50	
$	87,443.75	$	-	
$	83,950.00	$	301,393.75	
$	83,950.00	$	-	
$	80,321.88	$	299,271.88	
$	80,321.88	$	-	
$	76,425.00	$	301,746.88	
$	76,425.00	$	-	
$	72,393.75	$	298,818.75	
$	72,393.75	$	-	
$	68,093.75	$	300,487.50	
$	68,093.75	$	-	
$	63,525.00	$	301,618.75	
$	63,525.00	$	-	
$	58,575.00	$	302,100.00	
$	58,575.00	$	-	
$	53,350.00	$	301,925.00	
$	53,350.00	$	-	
$	47,850.00	$	301,200.00	
$	47,850.00	$	-	
$	42,075.00	$	299,925.00	
$	42,075.00	$	-	
$	36,025.00	$	298,100.00	
$	36,025.00	$	-	
$	29,562.50	$	300,587.50	
$	29,562.50	$	-	
$	22,687.50	$	302,250.00	
$	22,687.50	$	-	
$	15,537.50	$	298,225.00	
$	15,537.50	$	-	
$	7,975.00	$	298,512.50	
$	7,975.00	$	-	

,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
-
,000
$	-	$

-	$	297,975.00

Totals	$	4,450,000  $	4,679,075  $  9,129,075.00

Section B

RESOLUTION 2023-10

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT IMPOSING SPECIAL ASSESSMENTS AND CERTIFYING AN ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Stoneybrook South at ChampionsGate Community Development District (“the District”) is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes for the purpose of providing, operating and maintaining infrastructure improvements, facilities and services to the lands within the District; and

WHEREAS, the District is located in Osceola County, Florida (the “County”); and

WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District’s adopted Improvement Plan and Chapter 190, Florida Statutes; and

WHEREAS, the Board of Supervisors of the District (“Board”) hereby determines to undertake various operations and maintenance activities described in the District’s budget for Fiscal Year 2023-2024 (“Operations and Maintenance Budget”), attached hereto as Exhibit “A” and incorporated by reference herein; and

WHEREAS, the District must obtain sufficient funds to provide for the operation and maintenance of the services and facilities provided by the District as described in the District’s budget for Fiscal Year 2023-2024; and

WHEREAS, the provision of such services, facilities, and operations is a benefit to lands within the District; and

WHEREAS, Chapter 190, Florida Statutes, provides that the District may impose special assessments on benefitted lands within the District; and

WHEREAS, the District has previously levied an assessment for debt service, a portion of which the District desires to collect on the tax roll for platted lots, pursuant to the Uniform Method (defined below) and which is also indicated on Exhibit “A”, and the remaining portion of which the District desires to levy and directly collect on the remaining unplatted lands; and

WHEREAS, Chapter 197, Florida Statutes, provides a mechanism pursuant to which such special assessments may be placed on the tax roll and collected by the local tax collector (“Uniform Method”); and

WHEREAS, the District has previously evidenced its intention to utilize this Uniform Method and has approved an Agreement with the County Tax Collector to provide for the collection of the special assessments under the Uniform Method; and

WHEREAS, it is in the best interests of the District to collected special assessments for operations and maintenance on platted lots using the Uniform Method and to directly collect from the remaining unplatted property reflecting their portion of the District’s operations and maintenance expenses, as set forth in the budget; and

WHEREAS, it is in the best interests of the District to adopt the Assessment Roll of the Stoneybrook South at ChampionsGate Community Development District (the “Assessment Roll”) attached to this Resolution as Exhibit “B” and incorporated as a material part of this Resolution by this reference, and to certify the portion of the Assessment Roll on platted property to the County Tax Collector pursuant to the Uniform Method and to directly collect the remaining portion on the unplatted property; and

WHEREAS, it is in the best interests of the District to permit the District Manager to amend, from time to time, the Assessment Roll adopted herein, including that portion certified to the County Tax Collector by this Resolution, as the Property Appraiser updates the property roll for the County, for such time as authorized by Florida law.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1.	INCORPORATION OF RECITALS AND AUTHORITY.	The
recitals stated above are true and correct and by this reference are incorporated by reference as a material part of this Resolution. The Resolution is adopted pursuant to the provisions of Florida Law, including Chapter 170, 190 and 197, Florida Statutes.

SECTION 2. BENEFIT. The provision of the services, facilities, and operations as described in Exhibit “A” confer a special and peculiar benefit to the lands within the District, which benefits exceed or equal the costs of the assessments. The allocation of the costs to the specially benefitted lands is shown in Exhibits “A” and “B.”

SECTION 3. ASSESSMENT IMPOSITION. A special assessment for operation and maintenance as provided for in Chapter 190, Florida Statutes, is hereby imposed and levied on benefitted lands within the District in accordance with Exhibit “B.” The lien of the special assessments for operations and maintenance imposed and levied by this Resolution shall be effective upon passage of this Resolution.

SECTION 4. COLLECTION. The collection of the previously levied debt service assessments and operation and maintenance special assessments on platted lots and developed lands shall be at the same time and in the same manner as County taxes in accordance with the Uniform Method, as set forth in Exhibits “A” and “B.” The previously levied debt services assessments and operations and maintenance assessments on undeveloped and unplatted lands will be collected directly by the District in accordance with Florida law, as set forth in Exhibits “A” and “B.” Assessments directly collected by the District are due according to the flowing schedule: 50% due no later than November 1, 2023, 25% due no later than February 1, 2024 and

25% due no later than May 1, 2024. In the event that an assessment payment is not made in accordance with the schedule stated above, such assessment and any future scheduled assessment payments due for Fiscal Year 2024 shall be delinquent and shall accrue penalties and interest in the amount of one percent (1%) per month plus all costs of collection and enforcement, and shall either be enforced pursuant to a foreclosure action, or, at the District’s discretion, collected pursuant to the Uniform Method on a future tax bill, which amount may include penalties, interest, and costs of collection and enforcement. In the event as assessment subject to direct collection by the District shall be delinquent, the District Manager and District Counsel, without further authorization by the Board, may initiate foreclosure proceedings to collect and enforce the delinquent and remaining assessments. Notwithstanding the foregoing, any assessments which, by operation of law or otherwise, have been accelerated for non-payment, are not certified by this Resolution.

SECTION 5.	CERTIFICATION OF ASSESSMENT ROLL.	The District’s
Assessment Roll, attached to this Resolution as Exhibit “B,” is hereby certified. That portion of the District’s Assessment Roll which includes developed lands and platted lots is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County taxes. The proceeds there from shall be paid to the Stoneybrook South at ChampionsGate Community Development District.

SECTION 6. ASSESSMENT ROLL AMENDMENT. The District Manager shall keep appraised of all updates made to the County property roll by Property Appraiser after the date of this Resolution, and shall amend the District’s Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll. After any amendment of the Assessment Roll, the District Manager shall file the updates to the tax roll in the District records.

SECTION 7. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.

SECTION 8. EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board of Supervisors of the Stoneybrook South at ChampionsGate Community Development District.

PASSED AND ADOPTED this 7th day of August, 2023.

ATTEST:	STONEYBROOK	SOUTH	AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary

By:	 Its:	

Section VI

TRI-PARTY LANDSCAPE MAINTENANCE AGREEMENT

THIS	TRI-PARTY	LANDSCAPE	MAINTENANCE	AGREEMENT	(the
“Agreement”), effective as of the 	 day of 	, 2023 (the “Effective Date”), between the STONEYBROOK SOUTH COMMUNITY DEVELOPMENT DISTRICT (the “SBS District”) and the STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY
DEVELOPMENT DISTRICT (“SBS CG District”) (hereinafter the SBS District and SBS CG District are collectively referred to herein as the “District”), local units of special purpose governments, created under Chapter 190, Florida Statutes, whose mailing addresses are c/o Governmental Management Services – Central Florida, LLC, 219 E. Livingston Street, Orlando, Florida 32801, and FLORALAWN, INC. (hereinafter referred to as “Contractor”), a Florida corporation, whose principal address is 734 S. Combee Road, Lakeland, Florida, 33801.

W I T N E S S E T H:

Subject to and upon the terms and conditions of this Agreement and in consideration of the mutual promises set forth herein and other good and valuable consideration, the sufficiency of which is hereby acknowledged, the District and Contractor agree as follows:

DEFINITIONS.

Agreement. The Agreement consists of: (i) this Tri-Party Landscape Maintenance Agreement; and (ii) “Exhibit 1 - Scope of Work,” “Exhibit 2 - Fee Summary” and “Exhibit 3 - Extra Services Pricing Summary,” collectively attached hereto as Exhibit “A” (collectively referred to herein as the “Proposal”). The Agreement represents the entire and integrated Agreement between the parties hereto and supersedes all prior negotiations, representation, or agreements, either written or oral. The Agreement may be amended or modified only as set forth below in Article 14. In the event of any conflict between the terms herein and term(s) in the Proposal the terms herein shall prevail.

Services. The term “Services” or “Work” as used in this Agreement shall be construed to include all activities and services set forth in the Proposal, and all obligations of Contractor under this Agreement, including any addenda or special conditions. If an addendum or additional work is agreed upon by the parties, the Contractor shall be subject to the terms of this Agreement. All work being completed to date by the Contractor for the District shall be subject to and in accordance with the terms set forth herein.

Interlocal Agreement. The SBS CG District and the SBS District are parties to that certain “Interlocal Agreement Between Stoneybrook South at ChampionsGate Community Development District and Stoneybrook South Community Development District Regarding Joint Maintenance and Operation of Facilities,” dated June 5, 2023 (hereinafter referred to as the “Interlocal Agreement,” whereby the SBS CG District and the SBS District agreed to the joint allocation of operating and maintenance costs among the Districts, including for landscaping tracts.

SCOPE OF SERVICES.

A description of the nature, scope, location and schedule of the Services to be performed by Contractor under this Agreement shall be as described in the Proposal. The area to be included under this Agreement may be amended by the mutual consent of the District and the Contractor.

COMMENCEMENT OF SERVICES AND TERM. Contractor shall commence the Services on the Effective Date and shall perform same in accordance with any schedules as set forth in the Agreement. The term of this Agreement shall be for twelve months, and as determined by the sole reasonable satisfaction of the District which shall be evidenced by the District’s monthly payment.

DISTRICT MANAGER.

The District’s authorized representative (herein referred to as the “District Manager”) shall be the District Manager of the District, which is Governmental Management Services – Central Florida, LLC, whose mailing address is 219 East Livingston Street, Orlando, Florida 32801, Attention: George S. Flint; provided, however, that the District may, without liability to the Contractor, unilaterally amend this Article from time to time by designating a different person or organization to act as its representative and so advising the Contractor in writing, at which time the person or organization so designated shall be the District’s representative for the purpose of this Agreement.

All actions to be taken by, all approvals, notices, consent, directions and instruction to be given by, all notices and other matters to be delivered to, all determinations and decisions to be made by and, in general, all other action to be taken by, or given to, the District shall be taken, given, and made by, or delivered or given to the District Manager in the name of and on behalf of the District, provided, however, that the District (and not the District Manager or any other agents of the District) shall be solely obligated to the Contractor for all sums required to be paid by the District to the Contractor hereunder.

COMPENSATION, PAYMENTS AND INSPECTION RIGHTS PRIOR TO FINAL PAYMENT.

The SBS District and the SBS CG District agree to pay the Contractor the total monthly fee specified in the Proposal, as applicable, on a monthly basis and after the Services are completed and have been inspected and approved by the District’s authorized representative.

Work Authorizations shall mean orders or directives issued by the District. Work Authorizations shall be issued for repairs or emergency services, changes to the scope of the area in which services are required, or for any services beyond those set forth in Article 2. Services performed under a Work Authorization may be paid either on a lump sum basis, a unit price basis, or a time and material basis in the District’s sole discretion. Contractor shall not be entitled to compensation for Services outside the scope of Article 2 unless Contractor has obtained prior written authorization of District to perform the same.

District retains the right to reduce any portion of Contractor’s Scope of Services as set forth in Article 2. Should this occur, a revised Scope of Services will be agreed upon in writing by both District and Contractor.

REPRESENTATATIONS, WARRANTIES AND COVENANTS.

Contractor hereby represents to District that: (i) it has the experience, qualifications and skill to perform the Services as set forth in this Agreement; (ii) it is duly licensed and permitted to observe and perform the terms, covenants, conditions and other provisions on its part to be observed or performed under this Agreement; (iii) has the necessary equipment, materials and inventory required to perform the Services as set forth in this Agreement; (iv) it has by careful examination satisfied itself as to: (a) the nature, location and character of the area in which the Services are to be performed including, without limitation, the surface conditions of the land and all structures and obstructions thereon, both natural and manmade, the surface water conditions of the area, and to the extent pertinent, all other conditions, and (b) all other matters or things which could in any manner affect the performance of the Services.

The Contractor warrants to the District that all materials furnished under this Agreement shall be new unless otherwise specified, and that all Services shall be of good quality, free from faults and defects and in conformance with the Agreement documents.

EMPLOYEES; INDEPENDENT CONTRACTOR STATUS.

All matters pertaining to the employment, supervision, compensation, insurance, promotion, and discharge of any employees of Contractor or of entities retained by Contractor are the sole responsibility of Contractor. Contractor shall fully comply with all applicable acts and regulations having to do with workman’s compensation, social security, unemployment insurance, hours of labor, wages, working conditions and other employer- employee related subjects. Contractor shall obtain, for each individual Contractor employs on the District’s premises at any time, a criminal background check performed by an appropriate federal or state agency, or by a professional and licensed private investigator, and shall make, based on the results of such background checks, employment suitability determinations for each employee that are reasonable and customary within the Contractor’s industry. Contractor shall maintain copies of said background checks on file so long as the subject individual(s) remains in Contractor’s employ, and Contractor shall make all background checks available for District’s review upon request. Contractor shall enforce strict discipline and good order among its employees on the District’s premises. Contractor shall comply with all requirements of the E-Verify System as set forth in Article 18.

Contractor is an independent contractor and not an employee of the District. It is further acknowledged that nothing herein shall be deemed to create or establish a partnership or joint venture between the District and Contractor. Contractor has no authority to enter into any contracts or contracts, whether oral or written, on behalf of the District.

COMPLIANCE WITH LAWS, REGULATIONS, RULES AND POLICIES.

At all times, Contractor shall operate in accordance with all applicable laws, statutes, regulations, rules, ordinances, policies, permits and orders. Contractor is responsible for obtaining all permits or other approvals required for the Services.

Contractor hereby covenants and agrees to comply with all of the rules, ordinances and regulations of governmental authorities wherein the District’s facilities are located, as said rules, etc. may specifically relate to Contractor or its Services provided hereunder, at Contractor’s sole cost and expense, and Contractor will take such action as may be necessary to comply with any and all notices, orders or other requirements affecting the Services described herein as may be issued by any governmental agency having jurisdiction over Contractor, unless specifically instructed by the District that it intends to contest such orders or requirements and that Contractor shall not comply with the same. Contractor shall provide immediate notice to the District of any such orders or requirements upon receipt of same.

The District is a local unit of special purpose government created in accordance with the Uniform Community Development District Act of 1980, Chapter 190, Florida Statutes. Contractor agrees to comply with all applicable requirements of the “Sunshine Law,” the “Public Records Law,” the Community Development Districts Law, and all other statutes and regulations applicable to Contractor.

WORKPLACE ENVIRONMENT AND PUBLIC SAFETY.

Contractor agrees to provide a safe and healthy workplace environment for its employees and agents and a safe and healthy environment for the public at all times. Contractor shall promptly correct any unsafe condition or health hazard in its control and shall immediately report any such condition to the District). In addition to all other requirements of this Agreement, Contractor shall comply with all federal, state and local laws and regulations related to health and safety. Further, Contractor acknowledges that all vehicles and equipment must be properly and safely operated and, where applicable, licensed and/or permitted, to operate on public roadways. Contractor acknowledges that it is responsible for public safety issues including but not limited to: proper work methods, use of protective equipment, safe maintenance, traffic control through work zones, and handling and use of materials, vehicles, and equipment.

The Contractor agrees that it alone bears the responsibility for providing a safe and healthy workplace, and that nothing in this Agreement suggests that the District has undertaken or assumed any part of that responsibility.

Contractor shall, prior to performing any of the Services, provide employees with training to perform their jobs safely, including instruction in proper work methods, use of protective equipment, and safe maintenance, handling and use of materials, vehicles, and equipment. Contractor will not ask or allow any employee to operate any vehicle or equipment until the employee has received all relevant and advisable training. Contractor shall assure that all employees are licensed and/or have all applicable permits, necessary to perform the Services.

Contractor will furnish, at its expense, all safety and protective equipment required or advisable for the protection of employees.

PUBLIC RECORDS AND OWNERSHIP OF BOOKS AND RECORDS.

Contractor understands and agrees that all documents of any kind relating to this Agreement may be public records and, accordingly, Contractor agrees to comply with all applicable provisions of Florida public records law, including but not limited to the provisions of Chapter 119, Florida Statutes. Contractor acknowledges and agrees that the public records custodian of the District is the District Manager, which is currently Governmental Management Services – Central Florida, LLC (the “Public Records Custodian”). Contractor shall, to the extent applicable by law:

services;

Keep and maintain public records required by District to perform

Upon request by District, provide District with the requested public

records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes;

Ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the Agreement term and following the Agreement term if the Contractor does not transfer the records to the Public Records Custodian of the District; and

Upon completion of the Agreement, transfer to District, at no cost, all public records in District’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTORS’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE DISTRICT’S CUSTODIAN OF PUBLIC RECORDS AT (407-841-5524), OR BY EMAIL AT GFLINT@GMSCFL.COM, OR BY REGULAR MAIL AT 219 EAST LIVINGSTON STREET, ORLANDO, FLORIDA 32801, ATTENTION: DISTRICT PUBLIC RECORDS CUSTODIAN.

INSURANCE.

Contractor shall, throughout the performance of its services pursuant to this Agreement, maintain at a minimum:

Occurrence	based	comprehensive	general	liability	insurance (including broad form contractual coverage), with a minimum limit of $1,000,000 single limit per

occurrence, protecting it and District from claims for bodily injury (including death), property damage, contractual liability, products liability and personal injury which may arise from or in connection with the performance of Contractor’s services under this Agreement or from or out of any act or omission of Contractor, its officers, directors, agents, and employees;

Occurrence based automobile liability insurance including bodily injury and property damage, including all vehicles owned, leased, hired and non-owned vehicles with limits of not less than $1,000,000.00 combined single limit covering all work performed hereunder;

Workers' compensation insurance as required by applicable law (or employer's liability insurance with respect to any employee not covered by workers' compensation) with minimum limits of $100,000 per occurrence; and

Employers liability, with a minimum coverage level of $1,000,000.

All such insurance required in Paragraph 11(a) shall be with companies and on forms acceptable to District and shall provide that the coverage thereunder may not be reduced or canceled unless thirty (30) days prior written notice thereof is furnished to District; the insurance required under paragraph 11(a)(i) shall name the District as an additional insured. Certificates of insurance (and copies of all policies, if required by the District) shall be furnished to the District. In the event of any cancellation or reduction of coverage, Contractor shall obtain substitute coverage as required under this Agreement, without any lapse of coverage to District whatsoever.

SOVEREIGN IMMUNITY. Nothing contained herein, or in the Agreement, or in the Terms and Conditions, shall cause or be construed as a waiver of the District’s immunity or limitations on liability granted pursuant to section 768.28, Florida Statutes, or other law, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which could otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

INDEMNIFICATION Contractor agrees to indemnify, save harmless and defend the District, its officers, directors, board members, employees, agents and assigns, from and against any and all liabilities, claims, penalties, forfeitures, suits, legal or administrative proceedings, demands, fines, punitive damages, losses, liabilities and interests, and any and all costs and expenses incident thereto (including costs of defense, settlement and reasonable attorneys' fees, which shall include fees incurred in any administrative, judicial or appellate proceeding) which the District, their officers, directors, board members, employees, agents and assigns, may hereafter incur, become responsible for or pay out to the extent arising out of (i) Contractor’s (or its agents, employees or subcontractors) breach of any term or provision of this Agreement, or (ii) any negligent or intentional act or omission of Contractor, its agents, employees or subcontractors, related to or in the performance of this Agreement.

MODIFICATIONS, ADDITIONS OR DELETIONS TO THE SERVICES.

A Work Authorization shall be in writing by the District, which shall consist

of additions, deletions or other modifications to the Agreement.

The District may, from time to time, without affecting the validity of the Agreement, or any term or condition thereof, issue Work Authorizations which may identify additional or revised Scope of Services, or other written instructions and orders, which shall be governed by the provisions of the Agreement. The Contractor shall comply with all such orders and instructions issued by the District. Upon receipt of any Work Authorization, the Contractor shall promptly proceed with the work, and the resultant decrease or increase in the amount to be paid the Contractor, if any, shall be governed by the provisions of Article 5 in this Agreement.

PROTECTION OF PERSONS AND PROPERTY; MONITORING.

In addition to all other requirements hereunder, the Contractor shall be responsible for initiating, maintaining and supervising safety precautions and programs in connection with the Services, and shall provide all protection to prevent injury to persons involved in any way in the Services and all other persons, including, without limitation, the employees, agents guests, visitors, invitees and licensees of the District and community residents, tenants, and the general public that may be affected thereby.

All Services, whether performed by the Contractor, its Subcontractors, or anyone directly or indirectly employed by any of them, and all applicable equipment, machinery, materials, tools and like items used in the Services, shall be in compliance with, and conform to:
(i) all applicable laws, ordinances, rules, regulations and orders of any public, quasi-public or other governmental authority; and (ii) all codes, rules, regulations and requirements of the District and its insurance carriers relating thereto. In the event of conflicting requirements, the more stringent shall govern.

The Contractor shall at all times keep the general area in which the Services are to be performed, including but not limited to sidewalks, roadways, trails, rights-of-way, open spaces, and all such areas impacted by the Services, clean and free from accumulation of waste materials or rubbish (including, without limitation, hazardous waste), caused by performance of the Services, and shall continuously throughout performance of the Services, remove and dispose of all such materials. The District may require the Contractor to comply with such standards, means and methods of cleanup, removal or disposal as the District may make known to the Contractor. In the event the Contractor fails to keep the general area in which the Services are to be performed clean and free from such waste or rubbish, or to comply with such standards, means and methods, the District may take such action and offset any and all costs or expenses of whatever nature paid or incurred by the District in undertaking such action against any sums then or thereafter due to the Contractor.

Contractor shall cooperate with and participate in, at no additional cost or charge, all programs, plans or routines for monitoring and reporting to District, as required in the sole discretion of the District, to ensure satisfactory performance of the Services provided hereunder.

SUSPENSION OR TERMINATION.

Anything in this Agreement to the contrary notwithstanding, District shall, in its sole discretion and without cause, have the right to suspend or terminate this Agreement upon thirty (30) days prior written notice to Contractor.

If the Contractor should become insolvent, file any bankruptcy proceedings, make a general assignment for the benefit of creditors, suffer or allow appointment of a receiver, refuse, fail or be unable to make prompt payment to Subcontractors, disregard applicable laws, ordinances, governmental orders or regulations or the instructions of the District, or if the Contractor should otherwise be guilty of a violation of, or in default under, any provisions of the Agreement, then the District may, without prejudice to any other right or remedy available to the District and after giving the Contractor and its surety, if any, seven (7) days written notice, terminate the Contract and the employment of Contractor. In addition, without terminating this Contract as a whole, the District may, under any of the circumstances above, terminate any portion of this Contract (by reducing, in such as manner as District deems appropriate, the Scope of Service to be performed by the Contractor) and complete the portion of this Contract so terminated in such manner as the District may deem expedient.

SUBCONTRACTORS. If the Contractor desires to employ Subcontractors in connection with the performance of its Services under this Agreement:

Nothing contained in the Agreement shall create any contractual relationship between the District and any Subcontractor. However, it is acknowledged that the District is an intended third-party beneficiary of the obligations of the Subcontractors related to the Services.

Contractor shall coordinate the services of any Subcontractors and remain fully responsible under the terms of this Agreement; Contractor shall be and remain responsible for the quality, timeliness and coordinate of all Services furnished by the Contractor or its Subcontractors.

All subcontracts shall be written. Each subcontract shall contain a reference to this Agreement and shall incorporate the terms and condition of this Agreement to the full extent applicable to the portion of the Services covered thereby. Each Subcontractor must agree, for the benefit of the District, to be bound by such terms and conditions to the full extent applicable to its portion of the Services.

COMPLIANCE WITH E-VERIFY SYSTEM

The Contractor shall comply with and perform all applicable provisions and requirements of Section 448.095, Florida Statutes and Section 448.09(1), Florida Statues. Accordingly, beginning on the Effective Date, to the extent required by Section 448.095, Florida Statutes, the Contractor shall enroll with and use the United States Department of Homeland Security’s E-Verify system to verify the work authorization status of all newly hired employees.

The District may terminate this Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes.

If the Contractor anticipates entering into agreements with a subcontractor for the work, Contractor will not enter into the subcontractor agreement without first receiving an affidavit from the subcontractor regarding compliance with Section 448.095, Florida Statutes, and stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. Contractor shall maintain a copy of such affidavit for the duration of the agreement and provide a copy to the District upon request. In the event that the District has a good faith belief that a subcontractor has knowingly violated Section 448.095, Florida Statutes, but the Contractor has otherwise complied with its obligations hereunder, the District shall promptly notify the Contractor. The Contractor agrees to immediately terminate the agreement with the subcontractor upon notice from the District. Further, absent such notification from the District, the Contractor or any subcontractor who has a good faith belief that a person or entity with which it is contracting has knowingly violated Section 448.09(1), Florida Statutes, shall promptly terminate its agreement with such person or entity.

By entering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.

NOTICE.

Notices required or permitted to be given under this Agreement shall be in writing, may be delivered personally or by mail, overnight delivery service, or courier service, and shall be given when received by the addressee. Notices shall be addressed as follows:

If to SBS CG District:	Stoneybrook South at ChampionsGate Community Development District
c/o Governmental Management Services – Central Florida, LLC
219 East Livingston Street Orlando, Florida 32801
Attention: George S. Flint, District Manager Telephone: (407) 841-5524

Copy to:	Latham, Luna, Eden & Beaudine, LLP 201 S. Orange Ave., Suite 1400
Orlando, Florida 32801
Attention: Jan Albanese Carpenter, District Counsel Telephone: (407) 481-5800

If to SBS District:	Stoneybrook South Community Development District
c/o Governmental Management Services – Central Florida, LLC
219 East Livingston Street

Orlando, Florida 32801
Attention: George S. Flint, District Manager Telephone: (407) 841-5524

Copy to:	Straley Robin Vericker 1510 W. Cleveland Street Tampa, Florida 33606
Telephone: 813-321-4107

If to Contractor:	Floralawn, Inc.
734 S. Combee Road Lakeland, Florida 33801
Attention: Bryan Boyett (or Manager)
Telephone: (863) 668-0494

Notwithstanding the foregoing, any notice sent to the last designated address of the party to whom a notice may be or is required to be delivered under this Agreement shall not be deemed ineffective if actual delivery cannot be made due to a change of address of the party to whom the notice is directed or the failure or refusal of such party to accept delivery of the notice. Parties may change notice address by delivering written notice by mail, overnight delivery service, or courier service to the other party and such change shall become effective when received by the addressee.

ATTORNEYS’ FEES. If either party hereto institutes an action or proceeding for a declaration of the rights of the parties the Agreement, for injunctive relief, for an alleged breach or default of, or any other action arising out of, the Agreement, or in the event any party hereto is in default of its obligations pursuant hereto, whether or not suit is filed or prosecuted to final judgment, the non-defaulting or prevailing party shall be entitled to its actual attorneys’ fees and to any court costs and expenses incurred, in addition to any other damages or relief awarded.

GOVERNING LAW AND JURISDICTION. This Agreement shall be interpreted and enforced under the laws of the State of Florida. The parties will comply with the terms of the Agreement only to the extent they are enforceable or permitted under Florida law. Any litigation arising under this Agreement shall occur in a court having jurisdiction in Osceola County, Florida. THE PARTIES WAIVE TRIAL BY JURY AND AGREE TO SUBMIT TO PERSONAL JURISDICTION AND VENUE IN OSCEOLA COUNTY, FLORIDA.

SEVERABILITY. In the event that any provision of this Agreement is judicially construed to be invalid by a court of competent jurisdiction, such provision shall then be construed in a manner allowing its validity, or if this leads to an impracticable result, shall be stricken, but in either event, all other provisions of the Agreement shall remain in full force and effect.

NO WAIVER. No failure by either party to insist upon the strict performance of any covenant, duty, contract or condition of this Agreement or to exercise any right or remedy upon a breach thereof shall constitute a waiver of any such breach or of such or any other covenant, contract, term or condition. Any party hereto, by written notice executed by such party, may, but

shall be under no obligation to, waive any of its rights or any conditions to its obligations hereunder, or any duty, obligation, or covenant of any other party hereto. No waiver shall affect or alter this Agreement, but each and every covenant, contract, term and condition of this Agreement shall continue in full force and effect with respect to any other then-existing or subsequent breach thereof.

NO MODIFICATION. No modification, waiver, amendment, discharge or change of this Agreement shall be valid unless the same is in writing and signed by the parties against which such enforcement is or may be sought. This instrument contains the entire contract made between the parties and may not be modified orally or in any manner other than by a contract in writing signed by all parties hereto or their respective successors in interest.

TIME IS OF THE ESSENCE. The time for delivery and/or completion of the work to be performed under the Agreement shall be of the essence of the Agreement.

ARM’S LENGTH TRANSACTION. This Agreement has been negotiated fully between the parties as an arm’s length transaction. In addition to the representations and warranties contained herein, the Contractor acknowledges that prior to the execution of the Agreement it has thoroughly reviewed and inspected the Agreement documents, and satisfied itself regarding any error, inconsistency, discrepancy, ambiguity, omission, insufficiency of detail or explanation. Contractor further acknowledges that the parties have participated fully in the preparation of this Agreement and received the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, all Parties are deemed to have drafted, chosen and selected the language, and doubtful language will not be interpreted or construed against any Party.

COUNTERPARTS. This Agreement may be executed in any number of counterparts with the same effect as if all parties had signed the same document. All fully executed counterparts shall be construed together and shall constitute one and the same contract.

[Signatures provided on following page.]

SIGNATURE PAGE TO
TRI-PARTY LANDSCAPE MAINTENANCE AGREEMENT

IN WITNESS WHEREOF, the parties have caused this Agreement to be duly executed affective as of the day and year first above written.

SBS DISTRICT:

STONEYBROOK SOUTH COMMUNITY DEVELOPMENT
DISTRICT, a Florida community development district

By:	 Name: 	 Chairman/Vice-Chair, Board of Supervisors

SBS CG DISTRICT:

STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT, a Florida
community development district

By:	 Name: 	 Chairman/Vice-Chair, Board of Supervisors

CONTRACTOR:

FLORALAWN, INC., a Florida corporation

By:		  Print: 	 Title: 		

EXHIBIT “A”

PROPOSAL

[ATTACHED]

P7

L:\53670 Stoneybrook South At Championsgate CDD\0.0001 SSCG CDD\ENGR\1 DWGs\CDD Exhibits\Maintenance Maps\SSCDD\SS- Maintenance Map.dwg (11X17-CDD) JohnV May 01, 2023 - 2:28pm

L10

CA4
LD5
CA7
LD6	CA6

LD1

UD1
LD2	DF1

PD1F

DF2

LD8
P8

OASIS CLUB LLC

P9

REVISED: 05/01/2023	

3409 W LEMON ST	LB #7013 CA #8474	431 E HORATIO AVE,
TAMPA, FL 33609	STE 260
TEL: 8I3.250.3535	www.HamiltonEngineering.US	MAITLAND, FL 32751
TEL: 407.362.5929	MAINTENANCE MAP - CDD STONEYBROOK SOUTH CDD	

	

	

SHEET 1 OF 2	

TRACT "PN4"

TRACT "WC7"

GOLF MAINTENANCE

0	260'	520'

QUAKER RIDGE LN.

PACIFIC DUNES DR

TRACT "PN5" TRACT "WC8"

SCALE: 1" = 520'

CDD POND AREAS
POND NAME	ACRES

GOLF COURSE

BLACKWOLF RUN RD

GOLF COURSE TRACT "PN3"
TRACT "PN2"

POND PN1-WATER	3.83
POND PN1-BANK	1.47
POND PN2-WATER	1.46
POND PN2-BANK	0.95
POND PN3-WATER	2.85
POND PN3-BANK	1.74
POND PN4-WATER	1.10
POND PN4-BANK	0.99
POND PN5-WATER	0.40
POND PN5-BANK	0.53
POND PN6-WATER	3.26
POND PN6-BANK	2.03
POND PN8-WATER	1.71
POND PN8-BANK	2.69
POND PN9-WATER	0.43
POND PN9-BANK	0.54
POND P1-BOTTOM	0.94
POND P1-BANK	1.98
POND P2-BOTTOM	1.79
POND P2-BANK	2.49
POND P3-WATER	2.57

CRUDEN BAY CT.

TRACT "PA1"

PEBBLE BEACH DR.

o                   o

o                     o

o

TRACT "SP" (SKINK PRESERVE. NO MAINTENANCE REQUIRES.)

TRACT "LA9"

OCEAN COURSE AVE.

TRACT "R6" TRACT "LA17"

BLACKWOLF RUN RD

STONEYBROOK

GOLF COURSE

OCEAN COURSE AVE.

CABOT CLIFFS DR.

GOLF COURSE

TRACT "R4"

o

o

TRACT "WC9"

TRACT "PN6"

GOLF COURSE

TRACT

"P5"

TRACT "LA14"

BETH PAGE LN

TRACT "LA4"

TRACT LS1
TRACT "LA11
TRACT "LA10

TRAPPERS TRAIL LOOP

GOLF COURSE

TRACT "PN1"

TRACT "LA2A" TRACT "GH1"
TRACT "LA3"
TRACT "LA2"

TRACT "W1"

TRACT "LA1"

L:\53670 Stoneybrook South At Championsgate CDD\0.0001 SSCG CDD\ENGR\1 DWGs\CDD Exhibits\Maintenance Maps\SS At CG\SS at CG Maintenance Map.dwg (11X17-CDD-NORTH-SHT1-2) JohnV Apr 11, 2023 - 10:51am

POND P3-BANK	2.50
POND P4-WATER	1.99
POND P4-BANK	2.57
POND P5-WATER	0.84
POND P5-BANK	0.51
POND F-WATER	1.88
POND F-BANK	1.43

TRACT "LA7"
TRACT "LA8"

TRACT "PN8"

TRACT "LA6"

FOX NORTH

TRACT "J"

TRACT "WC10" TRACT "PN9"

TRACT "F"

TRACT "LA9"

GREEN MILE RD.

TRACT "LA9"

o

TRACT "W2"

TRACT "LA8"

CABOT CLIFFS DR.

o

TRACT "RC3"

FOX SOUTH

TRACT "WC11"

TRACT "D"

TRACT

TRACT "LA8"

TRACT X

TRACT "LA7"

FOX NORTH

DROP SHOT DR.

(DOG PARK)

BACKSWING WY

STICKS ST.

TRACT "C"

"D"

FLUFFY LIE CT.

TRACT "P4"

TRACT "P3"

TRACT "LA10"

TRACT "LA7"

WESTSIDE BLVD EXT.

TRACT "M" TRACT "L"

TRACT "K"
TRACT "LA9"

TRACT "LA4"

TRACT "RC2"

TRACT "LA6"

SOMMERSET HILLS DR.

TRACT "LA12" TRACT "D1"

TRACT "P2"

TRACT "RC1"
TRACT "LA5" TRACT "LA11"

TRACT "GH1"

TRACT "P1"

DROP LN.

TRACT "LA2"

SOMMERSET HILLS DR.

TRACT "LA1"

CDD OWNED AND MAINTAINED
LANDSCPAPE/SOD	6.74 AC. TOTAL
WET PONDS	22.29 AC. TOTAL
DRY PONDS	3.14 AC. TOTAL SODDED POND SLOPE	 22.13 AC. TOTAL
WETLAND	85.37 AC. TOTAL

COUNTY OWNED AND MAINTAINED
OSCEOLA COUNTY - LANDSCAPE MEDIAN ISLANDS MAINTAINED BY CDD
COUNTY OWNED AND CDD MAINTAINED
LIFT STATION (TWA)

FOX SOUTH

SPLASH SHOT PL.

LEADER ST.

TRACT "LA3"

FALLEN OAK DR.

SOMMERSET HILLS DR.

BELLA CITTA BLVD.

CHALLENGE DR

LEADER ST.

NORTH PARCELS PHASE 5 FOX SOUTH MAINTENANCE MAP - CDD
STONEYBROOK SOUTH AT CHAMPIONSGATE CDD

431 E HORATIO AVE, STE 260
MAITLAND, FL 32751
TEL: 407.362.5929

3409 W LEMON ST TAMPA, FL 33609 TEL: 8I3.250.3535

LB #7013 CA #8474
www.HamiltonEngineering.US

SHEET 1 OF 2

DRAINAGE PIPE

TRACT "LA1"

TRACT "LA1"

REVISED: 04/11/2023

TRACT "PN4"

TRACT "WC7"

BLACKWOLF RUN RD

GOLF COURSE TRACT "PN3"
TRACT "PN2"

GOLF MAINTENANCE

0	260'	520'

SCALE: 1" = 520'

CDD POND AREAS
POND NAME	ACRES
POND PK1-WATER	0.28
POND PK1-BANK	0.70
POND PK2-WATER	1.40
POND PK2-BANK	0.91
POND PK3-WATER	0.44
POND PK3-BANK	0.77
POND PK4-WATER	0.22
POND PK4-BANK	0.42
POND RIB10-WATER	4.21
POND RIB10-BANK	2.90

CDD OWNED AND MAINTAINED
LANDSCPAPE/SOD	2.53 AC. TOTAL
WET PONDS	1.40 AC. TOTAL
DRY PONDS	5.15 AC. TOTAL SODDED POND SLOPE	 5.70 AC. TOTAL WETLAND	 24.65 AC. TOTAL DRAINAGE PIPE
COUNTY OWNED AND MAINTAINED
OSCEOLA COUNTY LIFT STATION (TWA)
COUNTY OWNED AND CDD MAINTAINED

OSCEOLA COUNTY

IL LOOP

GOLF COURSE

L:\53670 Stoneybrook South At Championsgate CDD\0.0001 SSCG CDD\ENGR\1 DWGs\CDD Exhibits\Maintenance Maps\SS At CG\SS at CG Maintenance Map.dwg (11X17-CDD-TRACT K-SHT2-2) JohnV Apr 10, 2023 - 4:43pm

T
"
CT "

TRACT "PN1"

TRACT "LA12"

TRACT "AT2"
TRACT "AT1"	TRACT "LA11"
TOHO WATER AUTHORITY (LS1)
TRACT "LA10" TRACT "GL4"

TRACT "LA18"

TRACT "PK3"

TRACT "WC5"	TRACT "PK1"

TRACT "WC4"

TRACT "LA2A"

TRACT "PK2"

TRACT "GL3" TRACT "PK4"

BALLY NEAL

LOOP

TRACT "LA18"

TRACT
"PARK"

TRACT "LA4"
TRACT "LA7"
TRACT

TRACT "GH1" TRACT "LA3"

TRACT "LA1"

TRACT "GL2"

OLYMPIC CLUB BLVD

"LA17"

TRACT "LA8"

FAZIO CT

TRACT "W1"

TRACT "LA2"

TRACT K

TRACT "LA15"

TRACT "LA3"

TRACT "LA6"

TRACT "LA14"

o

FOX SOUTH

GOLF COURSE

TRACT "GC1"

TRACT RIB10

TRACT "LA13" TRACT "LA16" TRACT "GL1"

TRACT "LA1"

TRACT "LA5" TRACT "LA2"

TRACT "RC3"
TRACT "LA8"

A10"

CT "LA7"
TRACT "RC2"

TRACT "LA6"

TRACT "P3"

TRACT K MAINTENANCE MAP - CDD
STONEYBROOK SOUTH AT CHAMPIONSGATE CDD

431 E HORATIO AVE, STE 260
MAITLAND, FL 32751
TEL: 407.362.5929

3409 W LEMON ST TAMPA, FL 33609 TEL: 8I3.250.3535

LB #7013 CA #8474
www.HamiltonEngineering.US

SHEET 2 OF 2

A4" "RC1" "

R.

TRACT "P1"

DROP LN.

TRACT "LA2"

REVISED: 04/10/2023

Section VII

Request for Transfer of Environmental Resource Permit
	to the Perpetual Operation and Maintenance Entity
Instructions: Complete this fonn to transfer to the pennit to the operation and maintenance entity. This fonn can be completed concurrently with, or within 30 days of approval of the As-Built Certification and Request for Conversion to Operation Phase (Fonn 62-330.310(1)). Please Include all documentation required under Section 12.2.1(b) of Applicant's Handbook Volume I {see checklist below). Failure to submit the appropriate final documents wlll result In the permitl'ff remaining liable for operation and maintenance of the pennltted activities.
Permit No.: 49-104550-P	Application No(s): 210112-5094
Project Name:Stoneybrook South Phase (if applicable): N/A Fox North
	Request to Transfer: The permittee requests that the permit be transferred to the legal entity responslbl	operation and maintenance (O&M).

Signature of Permittee
Lennar Homes. LLC
Company Name
407.586.4063/ rob.bonin@lennar.com Phone/email address

Rob Bonin	
Name and Title
6675 Westwood Blvd., 5th Floor Company Address
Odando, FL 32821
City, State, Zip

	Agreement for System Operation and Maintenance Responsibility: The below-named legal entity agrees to operate and maintain the works or activities in compliance with all permit conditions and provisions of Chapter 62-330, Florida Administrative Code (F.A.C.) and Applicant's Handbook Volumes I and II.

The operation and maintenance entity does not need to sign this fonn if it is the same entity that was approved for
 o  ration and maintenance in the issued pennit	

By:

Authorization for any proposed modification to the permitted activities shall be applied for and obtained prior to conducting such modification.
[L				,.	Stoneybrook South at Championsgate CDD

Sianature of ReoMsAnb:ltive nf OR.M l=ntltv
George Flint/ District Manager Name and Title gfllnt@gmscfl.com
Email Address
407,841.5524

Name of Entity for O&M
219 East Livingston Street
Address
Orlando, FL 32801
City. State, Zip
 7/19/2023	

Phone	Date
Enclosed are the following documents, as applicable:
D Copy of recorded transfer of title to the operating entity for the common areas on which the stormwater management system is located (unless dedicated by plat}
IXI Copy of all recorded plats
D Copy of recorded declaration of covenants and restrictions, amendments. and associated exhibits
0 Copy of filed articles of incorporation (if filed before 1995)

Fonn 62-330.310(2)- Request for Transfer of Environmental Resource Permit to the Perpetual Operation EnUty
Incorporated by reference in paragraph 62-330.310(4)(a), FA.C. (June 1, 2018)	Page 1 of 1

0 A Completed documentation that the operating entity meets the requirements of Section 12.3 of Environmental Resource Permit Applicant's Handbook Volume I. (Note: this is optional, but aids in processing of this request)

Form 62-330.310(2)- Request for Transfer of Environmental Resource Permit to the Perpetual Operation Entity
Incorporated by reference In paragraph 62-330.310(4)(8}, F.A.C. (June 1, 2018)	Page2 of2

Permlttee:

Project: Appllcatlon No. Location:

South Florida Water Management District lndlvldual Environmental Resource Permit No. 49-104550.P
Date Issued: June 14, 2021

Lennar Homes, UC
Osceola County Board of County Commissioners Stoneybrook South Fox North - Construction 210112-5094
Osceola County, See Exhibit 1

Your application for an Individual Environmental Resource Permit is approved. This action Is taken based on Chapter 373, Part IV, of Florida Statutes (F.S.) and the rules in Chapter 62-330, Florida Administrative Code (F.A.C.). Unless otherwise stated, this permit constitutes certification of compliance with state water quality standards under section 401 of the Clean Water Act, 33 U.S.C. 1341, and a finding of consistency with the Florida Coastal Management Program. Please read this entire agency action thoroughly and understand its contents.
This permit is subject to:
Not receiving a filed request for a Chapter 120, F.S., administrative hearing.
The attached General Conditions for Environmental Resource Permits.
The attached Special Conditions.
All referenced Exhibits.
Ail documents are available onUne through the District's ePermitting site at www.sfwmd.gov1ePermitting.
If you object to these conditions, please refer to the attached "Notice of Rights" which addresses the procedures to be followed if you desire a public hearing or other review of the proposed agency action. Please contact this office if you have any questions concerning this matter. If we do not hear from you In accordance with the "Notice of Rights•, we will assume that you concur with the Distrlct's action.
The District does not publish notices of action. If you wish to limit the time within which a person may request an administrative hearing regarding this action, you are encouraged to publsh, at your own expense, a notice of agency action in the legal advertisement section of a newspaper of general circulation
	in the county or counties where the activity will occur. Legal requirements and Instructions for publishing a notice of agency action, as well as a noticing format that can be used, are available upon request. if you publish a notice of agency action, please send· a copy of the affidavit of publication provided by the newspaper to the District's West Palm Beach office for retention in this file.
If you have any questions regarding your permit or need any other infonnatlon, please call us at 1-S0C>-432-2045 or email epermits@sfwmd.gov.

Melissa M. Roberts, P.E.
Administrator, Environmental Resource Bureau

Section IX

Section A

Section 1

ATTORNEYS AT LAW

Michael J. Beaudine
Jan Albanese Carpenter Daniel H. Coultoff Jennifer S. Eden Dorothy F. Green Bruce D. Knapp
Peter G. Latham	201 SOUTH ORANGE AVENUE, SUITE 1400
ORLANDO, FLORIDA 32801 POST OFFICE BOX 3353 ORLANDO, FLORIDA 32802
TELEPHONE: (407) 481-5800
FACSIMILE: (407) 481-5801
WWW.LATHAMLUNA.COM	Jay E. Lazarovich Marc L. Levine Justin M. Luna Lori T. Milvain
Benjamin R. Taylor Christina Y. Taylor Kristen E. Trucco Daniel A. Velasquez	

To:	CDD Board of Supervisors

From:	District Counsel (Jan Albanese Carpenter, Jay Lazarovich and Kristen Trucco)

Re:	New Law Requiring Ethics Training for Elected Officials and Other Legislative Updates

Date:	July 6, 2023

We are providing you with information about a new law which affects all CDD Board of Supervisors, as elected local officers of independent special districts.

Beginning on January 1, 2024, Section 112.3142, Florida Statutes, requires each elected local officer of an independent special district and each person who is appointed to fill a vacancy for an unexpired term to complete four (4) hours of ethics training each calendar year. This ethics training must address, at a minimum: Section 8, Article II of the Florida Constitution; the Code of Ethics for Public Officers and Employees; and Florida’s public records and public meetings laws. A copy of Section 112.3142, Florida Statutes is attached to this document.

The required ethics training may be satisfied by completion of a continuing legal education class or other continuing professional education class, seminar or presentation, so long as the required subject matter is covered. We strongly recommend that you keep track of all of the ethics training you complete since you will be required to self-certify on your annual Form 1 that you have completed the required ethics training for that year.

There are ethics training resources available online at no cost to you. Specifically, FLC University is offering a virtual training on July 12, 2023, that will fulfill the four (4) hour requirement (https://register.gotowebinar.com/register/1108128928632648288), and Florida’s Commission on Ethics (the “Commission”) has provided several video links and other resources on their website to assist you in meeting this new requirement (https://ethics.state.fl.us/Training/Training.aspx).

According to the Commission, training “hours” may be measured in 50-minute increments and a combination two hours of ethics training, one hour of open meetings training and one hour of public records training is sufficient to satisfy the four-hour requirement (See CEO 13-15 and CEO 13-24).

We recommended that you complete this training requirement by July 1st each year in order to verify your compliance with the law on your Form 1 (Statement of Financial Interests). For new

Supervisors, the Legislature intends for this ethics training to be completed as close as possible to the date of assuming office. For Supervisors elected or appointed on or before March 31st of any given year, the annual training is required to be completed on or before December 31st. For Supervisors assuming a new office after March 31st, ethics training is not required for the calendar year in which his/her term of office began.

Other Legislative Updates:

Concealed Carry: There was a change in the law regarding concealed carry of firearms; however, we would like to remind you that under Section 790.06 (12)(a)(7), Florida Statutes, open carry of a handgun, concealed weapons and firearms are still prohibited in meetings of the governing body of a special district.

Technology Transparency: Beginning July 1, 2023, Section 112.23, Florida Statutes, prohibits any officer of a district from communicating with a social media platform to request removal of content or accounts from a social media platform, as well as initiating or maintaining any agreements or working relationships with a social media platform for the purpose of content moderation. We recommend any CDDs that maintain a Facebook page or any other social media account refrain from the prohibited conduct, unless it meets one of the exceptions as listed under Section 112.23(4), Florida Statutes, such as routine account management, including, but not limited to, the removal or revision of the governmental entity’s content or account or identification of accounts falsely posing as a governmental entity or officer; an attempt to remove content or an account that pertains to the commission of a crime or violation of Florida’s public records law; or an investigation or inquiry related to an effort to prevent imminent bodily harm, loss of life or property damage.

Government and Corporate Activism: Beginning on July 1, 2023, Section 287.05701, Florida Statutes, prohibits requesting documentation or consideration of a vendor’s social, political or ideological interests and giving preference to a vendor based on the same, when considering government contracts. This section further requires any solicitation for the procurement of contractual services by the governing body of a special district to include a provision notifying vendors of the provisions of this section.

Please feel free to contact the District Manager or our office should you have any questions on these new laws or their requirements.

Thank you.

2

CHAPTER 2023-121

Committee Substitute for House Bill No. 199

An act relating to ethics requirements for officers and employees of special tax districts; amending s. 112.313, F.S.; specifying that certain conduct by certain public officers and employees is deemed a conflict of interest; making technical changes; amending s. 112.3142, F.S.; requiring certain ethics training for elected local officers of independent special districts beginning on a specified date; specifying requirements for such training; providing an effective date.

Be It Enacted by the Legislature of the State of Florida:
Section 1. Subsection (7) of section 112.313, Florida Statutes, is amended to read:
112.313 Standards of conduct for public officers, employees of agencies, and local government attorneys.—
CONFLICTING EMPLOYMENT OR CONTRACTUAL RELATION- SHIP.—
No public officer or employee of an agency shall have or hold any employment or contractual relationship with any business entity or any agency which is subject to the regulation of, or is doing business with, an agency of which he or she is an officer or employee, excluding those organizations and their officers who, when acting in their official capacity, enter into or negotiate a collective bargaining contract with the state or any municipality, county, or other political subdivision of the state; nor shall an officer or employee of an agency have or hold any employment or contractual relationship that will create a continuing or frequently recurring conflict between his or her private interests and the performance of his or her public duties or that would impede the full and faithful discharge of his or her public duties.
When the agency referred to is that certain kind of special tax district created by general or special law and is limited specifically to constructing, maintaining, managing, and financing improvements in the land area over which the agency has jurisdiction, or when the agency has been organized pursuant to chapter 298, then employment with, or entering into a contractual relationship with, such business entity by a public officer or employee of such agency is shall not be prohibited by this subsection or be deemed a conflict per se. However, conduct by such officer or employee that is prohibited by, or otherwise frustrates the intent of, this section, including conduct that violates subsections (6) and (8), is shall be deemed a conflict of interest in violation of the standards of conduct set forth by this section.

Ch. 2023-121	LAWS OF FLORIDA	Ch. 2023-121

When the agency referred to is a legislative body and the regulatory power over the business entity resides in another agency, or when the regulatory power which the legislative body exercises over the business entity or agency is strictly through the enactment of laws or ordinances, then employment or a contractual relationship with such business entity by a public officer or employee of a legislative body shall not be prohibited by this subsection or be deemed a conflict.
This subsection shall not prohibit a public officer or employee from practicing in a particular profession or occupation when such practice by persons holding such public office or employment is required or permitted by law or ordinance.
Section 2. Paragraphs (d) and (e) of subsection (2) of section 112.3142, Florida Statutes, are redesignated as paragraphs (e) and (f), respectively, present paragraph (e) of that subsection is amended, and a new paragraph
(d) is added to that subsection, to read:
112.3142 Ethics training for specified constitutional officers, elected municipal officers, and commissioners of community redevelopment agen- cies, and elected local officers of independent special districts.—
(2)
(d) Beginning January 1, 2024, each elected local officer of an indepen- dent special district, as defined in s. 189.012, and each person who is appointed to fill a vacancy for an unexpired term of such elective office must complete 4 hours of ethics training each calendar year which addresses, at a minimum, s. 8, Art. II of the State Constitution, the Code of Ethics for Public Officers and Employees, and the public records and public meetings laws of this state. This requirement may be satisfied by completion of a continuing legal education class or other continuing professional education class, seminar, or presentation, if the required subject matter is covered by such class, seminar, or presentation.
(f)(e) The Legislature intends that a constitutional officer, or elected municipal officer, or elected local officer of an independent special district who is required to complete ethics training pursuant to this section receive the required training as close as possible to the date that he or she assumes office. A constitutional officer, or elected municipal officer, or elected local officer of an independent special district assuming a new office or new term of office on or before March 31 must complete the annual training on or before December 31 of the year in which the term of office began. A constitutional officer, or elected municipal officer, or elected local officer of an independent special district assuming a new office or new term of office after March 31 is not required to complete ethics training for the calendar year in which the term of office began.
Section 3.	This act shall take effect July 1, 2023.

Ch. 2023-121	LAWS OF FLORIDA	Ch. 2023-121

Approved by the Governor May 24, 2023.
Filed in Office Secretary of State May 24, 2023.

Section B

Section 1

June 6, 2023

Mr. George S. Flint, District Manager
Stoneybrook South at Championsgate Community Development District Government Management Services - Central Florida, LLC
219 East Livingston Street Orlando, FL 32801

RE: Master Trust Indenture
Stoneybrook South at ChampionsGate Community Development District Annual Project Inspection Report

Dear Mr. Flint:

TAMPA OFFICE
3409 w. lemon street tampa, fl 33609
813.250.3535

ORLANDO OFFICE
431 E. Horatio
Ave., Unit 260
Maitland, fl 32751
407.362.5929

In accordance with section 9.21 of the Stoneybrook South at ChampionsGate Community Development District’s Master Trust Indenture, an annual inspection is required to report on whether the project in being maintained in good repair, working order, and condition.
This letter is to confirm that Hamilton Engineering & Surveying, LLC inspected the facilities that are owned and maintained by the District on May 23, 2023. Based on this inspection, the constructed portions of the project are in good condition and are well maintained. No deficiencies were observed within the master stormwater management system that would preclude its normal operation. Generally, the project is in excellent condition.
We reviewed the Operation and Maintenance budget for Fiscal Year 2023 and believe that it is sufficient for the proper operation and maintenance of the District’s infrastructure. Regarding property insurance, we have reviewed the current policy coverage and limits and believe this to be adequate for the community.
If you have any questions or concerns, please do not hesitate to contact my office.

Sincerely,

Hamilton Engineering & Surveying, LLC

David A. Reid, PE
VP, Director of Engineering - Orlando

www.hamiltonengineering.us

Section 2

June 28, 2023

Fremont-Wright, LLC
813 Ridge Lake Blvd. Memphis, TN 38120
Phone: (901) 425-9204
www.fremontwright.com

Stoneybrook South at ChampionsGate Community Development District Stoneybrook South Community Development District
Shingle Creek Community Development District
Shingle Creek at Bronson Community Development District Old Hickory Community Development District Knightsbridge Community Development District

219 E. Livingston Street Orlando, FL 32801 Attn: District Manager

Latham, Luna, Eden & Beaudine 201 S. Orange Avenue, Suite 1400
Orlando, Florida 32801 Attn: Jan A. Carpenter

To Whom It May Concern:

On June 3, 2019, Stoneybrook South at ChampionsGate Community Development District (the “District”) entered an Agreement for Professional Engineering Services with Hamilton Engineering & Surveying, Inc. (“Agreement”). Hamilton Engineering & Surveying, Inc. (“Hamilton”) is a wholly owned subsidiary of Fremont-Wright, LLC (“Freemont-Wright”), which owns various architecture, engineering, and surveying companies across the country.
Freemont-Wright recently transferred some of the Hamilton employees to an affiliate, Madden, Moorhead, & Stokes, LLC (“MMS”), which is also a wholly owned subsidiary of Freemont- Wright. Accordingly, we are writing to request that the District consent in writing pursuant to Article 21 of the Agreement to an assignment of the Agreement from Hamilton to MMS. There will be no change or disruption in the professionals working on the project. The sole reason for this request is for billing and accounting efficiency, as the alternative is for Hamilton to enter a subcontractor agreement with MMS for the ongoing project. Thank you in advance for the consideration, and please let me know if any additional information is needed.

Sincerely,

Section C

Section 1

Stoneybrook South at ChampionsGate
Community Development District
Summary of Checks

May 30, 2023 to July 31, 2023

Bank	Date	Check #	Amount	

General Fund	
5/30/23	
601	
$	238.25	
	6/7/23	602-603	$	971.44	
	6/14/23	604-609	$	57,335.14	
	6/21/23	610-613	$	53,787.61	
	6/27/23	614	$	425.00	
	7/12/23	615-617	$	28,115.29	
	7/19/23	618	$	4,392.05	
	7/20/23	619	$	3,686.42	
			$	148,951.20	
Capital Reserve Fund	6/27/23	5	$	44,101.75	
			$	44,101.75	
Payroll Fund	June 2023 Adam Morgan	
50055	
$	184.70	
	Barry Bichard	50056	$	184.70	
	Jarred Cornell	50057	$	184.70	
	Logan Lantrip	50058	$	184.70	
	Patrick Bonin Jr.	50059	$	184.70	
			$	923.50	
			$	193,976.45	

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/31/23	PAGE	1
*** CHECK DATES 05/30/2023 - 07/31/2023 ***	GENERAL FUND
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
5/30/23 00003	5/08/23 72939577 202305 310-51300-48000	*	238.25
RFP AUDIT SRVC 05/31/23
ORLANDO SENTINEL	238.25 000601
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/07/23 00027	6/01/23 20232022 202306 320-53800-47100	*	555.00
WATER MGMT TREATMNT JUN23
AMERICAN ECOSYSTEMS, INC.	555.00 000602
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/07/23 00010	5/31/23 159099	202304 320-53800-47300	*	416.44
RPR CONTROLLER/HEADS/NOZZ
DOWN TO EARTH LAWNCARE II, INC.	416.44 000603
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/14/23 00010	6/01/23 159783	202306 320-53800-46200	*	20,836.93
LANSCAPE SERVICES JUN23
DOWN TO EARTH LAWNCARE II, INC.	20,836.93 000604
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/14/23 00001	6/01/23 159	202306 310-51300-34000	*	3,062.50
MANAGEMENT FEES JUN23
6/01/23 159	202306 310-51300-35200	*	66.67
WEBSITE ADMIN JUN23
6/01/23 159	202306 310-51300-35100	*	108.33

	6/01/23	
	6/01/23	
	6/01/23	
	6/01/23	
	6/01/23	
	6/01/23	

INFORMATION TECH JUN23
159	202306 310-51300-31300	*	875.00
DISSEMINATION FEE JUN23
159	202306 310-51300-51000	*	.45

202306 310-51300-42000	*	16.85	
202306 310-51300-42500	*	10.65	

OFFICE SUPPLIES 159
POSTAGE 159
COPIES
160	202306 320-53800-12000	*	1,312.50
FIELD MANAGEMENT JUN23
160A	202304 310-51300-42000	*	1.15
USPS-POSTAGE FOR 941 FORM
GOVERNMENTAL MANAGEMENT SERVICES	5,454.10 000605
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/14/23 00002	6/05/23 115153	202305 310-51300-31500	*	954.00
INTERLOC AGR/TRACT X PLAT
LATHAM,LUNA,EDEN & BEAUDINE,LLP	954.00 000606
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/14/23 00011	6/12/23 06122023 202306 300-20700-10000	*	4,814.76
FY23 DEBT SRVC SER2017
STONEYBROOK SOUTH AT CHAMPIONSGATE	4,814.76 000607
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/14/23 00011	6/12/23 06122023 202306 300-20700-10100	*	14,248.91
FY23 DEBT SRVC SER2019
STONEYBROOK SOUTH AT CHAMPIONSGATE	14,248.91 000608
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
SSCG STONEYSCG	TVISCARRA

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/31/23	PAGE	2
*** CHECK DATES 05/30/2023 - 07/31/2023 ***	GENERAL FUND
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
6/14/23 00011	6/12/23 06122023 202306 300-20700-10200	*	11,026.44
FY23 DEBT SRVC SER2020
STONEYBROOK SOUTH AT CHAMPIONSGATE	11,026.44 000609
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/21/23 00011	6/16/23 06162023 202306 300-20700-10000	*	7,916.98
FY23 DEBT SRVC SER2017
STONEYBROOK SOUTH AT CHAMPIONSGATE	7,916.98 000610
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/21/23 00011	6/16/23 06162023 202306 300-20700-10100	*	23,429.69
FY23 DEBT SRVC SER2019
STONEYBROOK SOUTH AT CHAMPIONSGATE	23,429.69 000611
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/21/23 00011	6/16/23 06162023 202306 300-20700-10200	*	18,130.94
FY23 DEBT SRVC SER2020
STONEYBROOK SOUTH AT CHAMPIONSGATE	18,130.94 000612
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/21/23 00012	5/30/23 6938285	202305 310-51300-32300	*	4,310.00
FY23 TRUSTEE FEE SER2019
USBANK	4,310.00 000613
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
6/27/23 00022	6/16/23 1775003	202306 320-53800-47000	*	425.00
MTHLY WATER MGMT JUN23
THE LAKE DOCTORS, INC.	425.00 000614
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7/12/23 00027	7/01/23 20232372 202307 320-53800-47100	*	555.00
WATER MGMT TREATMNT JUL23
AMERICAN ECOSYSTEMS, INC.	555.00 000615
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7/12/23 00010	6/29/23 161401	202305 320-53800-47300	*	117.19
RPR BRKN HEADS/NOZZLE ROT
7/05/23 162094	202307 320-53800-46200	*	20,836.93
LANDSCAPE SERVICES JUL23
DOWN TO EARTH LAWNCARE II, INC.	20,954.12 000616
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7/12/23 00001	7/01/23 161	202307 310-51300-34000	*	3,062.50
MANAGEMENT FEES JUL23
7/01/23 161	202307 310-51300-35200	*	66.67
WEBSITE ADMIN JUL23
7/01/23 161	202307 310-51300-35100	*	108.33
INFORMATION TECH JUL23
7/01/23 161	202307 310-51300-31300	*	1,166.67
DISSEMINATION FEE JUL23
7/01/23 161	202307 310-51300-51000	*	.54
OFFICE SUPPLIES
7/01/23 161	202307 310-51300-42000	*	10.50
POSTAGE
SSCG STONEYSCG	TVISCARRA

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/31/23	PAGE	3
*** CHECK DATES 05/30/2023 - 07/31/2023 ***	GENERAL FUND
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
7/01/23 161	202307 310-51300-42500	*	3.45
COPIES
7/01/23 161A	202304 310-51300-31300	*	291.67
DISSEMINATION FEE APR23
7/01/23 161B	202305 310-51300-31300	*	291.67
DISSEMINATION FEE MAY23
7/01/23 161C	202306 310-51300-31300	*	291.67
DISSEMINATION FEE JUN23
7/01/23 162	202307 320-53800-12000	*	1,312.50
FIELD MANAGEMENT JUL23
GOVERNMENTAL MANAGEMENT SERVICES	6,606.17 000617
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7/19/23 00002	7/05/23 118653	202306 310-51300-31500	*	4,392.05
MTG/INTERLOC/TRACT LS1/P5
LATHAM,LUNA,EDEN & BEAUDINE,LLP	4,392.05 000618
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7/20/23 00002	7/20/23 RES2023- 202307 310-51300-49000	*	3,686.42 TRACT LS-1 LS CONVEYANCE
LATHAM,LUNA,EDEN & BEAUDINE,LLP	3,686.42 000619
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK A	148,951.20
TOTAL FOR REGISTER	148,951.20

SSCG STONEYSCG	TVISCARRA

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	7/31/23	PAGE	1
*** CHECK DATES 05/30/2023 - 07/31/2023 ***	CAPITAL RESERVE FUND
BANK B CAPITAL RESERVE FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
6/27/23 00001	5/23/23 05232023 202305 320-53800-60000	*	44,101.75
FINAL-POND2,4,5 LED LIGHT
LAKE FOUNTAINS AND AERATION, INC.	44,101.75 000005
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK B	44,101.75
TOTAL FOR REGISTER	44,101.75

SSCG STONEYSCG	TVISCARRA

Section 2

Stoneybrook South at ChampionsGate
Community Development District

Unaudited Financial Reporting June 30, 2023

Table of Contents

	Balance Sheet

	General Fund Income Statement

	Capital Reserve Fund

	Series 2017 Debt Service Fund Income Statement

	Series 2019 Debt Service Fund Income Statement

	Series 2020 Debt Service Fund Income Statement

	Series 2023 Debt Service Fund Income Statement

	Series 2020 Capital Projects Income Statement

	Series 2023 Capital Projects Income Statement

	Month to Month

	Long Term Debt Summary

	FY23 Assessment Receipt Schedule

	Series 2020 Construction Schedule

	Series 2023 Construction Schedule

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT BALANCE SHEET
June 30, 2023

	General
Fund		Capital Reserve
Fund		Debt Service
Fund		Capital Projects
Fund		Totals
2023	

ASSETS:
CASH	

$305,874		

$188,044		

---		

---		

$493,918	
DEPOSITS	$16,000		---		---		---		$16,000	
STATE BOARD OF ADMINISTRATION	$275,703		$387,340		---		---		$663,043	
DUE FROM GENERAL FUND INVESTMENTS
SERIES 2017
RESERVE	---

---		---

---		---

$150,900		---

---		$0

$150,900	
REVENUE	---		---		$238,313		---		$238,313	
PREPAYMENT SERIES 2019
RESERVE	---

---		---

---		$113

$449,947		---

---		$113

$449,947	
REVENUE	---		---		$387,862		---		$387,862	
PREPAYMENT SERIES 2020
RESERVE	---

---		---

---		$46

$351,125		---

---		$46

$351,125	
REVENUE	---		---		$513,936		---		$513,936	
CONSTRUCTION SERIES 2023
RESERVE	---

---		---

---		---

$151,125		$27,414

---		$27,414

$151,125	
REVENUE	---		---		$372		---		$372	
CONSTRUCTION	---		---		---		$3,922,705		$3,922,705	
COST OF ISSUANCE	---		---		---		$0		$0	
TOTAL ASSETS		$597,577 			$575,384 			$2,243,740 			$3,950,119 			$7,366,820 	
LIABILITIES:
ACCOUNTS PAYABLE	
$5,384		
---		
---		
---		
$5,384	

FUND EQUITY:
FUND BALANCES:
RESTRICTED FOR DEBT SERVICE 2017	

---		

---		

$389,326		

---		

$389,326	
RESTRICTED FOR DEBT SERVICE 2019	---		---		$837,855		---		$837,855	
RESTRICTED FOR DEBT SERVICE 2020	---		---		$865,061		---		$865,061	
RESTRICTED FOR DEBT SERVICE 2020	---		---		$151,497		---		$151,497	
RESTRICTED FOR CAPITAL PROJECTS 2020	---		---		---		$27,414		$27,414	
RESTRICTED FOR CAPITAL PROJECTS 2020	---		---		---		$3,922,705		$3,922,705	
ASSIGNED	$16,000		---		---		---		$16,000	
UNASSIGNED	$576,192		$575,384		---		---		$1,151,576	
TOTAL LIABILITIES & FUND EQUITY		$597,577 			$575,384 			$2,243,740 			$3,950,119 			$7,366,820 	

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:					
ASSESSMENTS - TAX ROLL	$1,032,243	$1,032,243	$1,038,706	$6,463	
ASSESSMENTS - DIRECT BILLED	$7,995	$7,995	$7,995	$0	
INTEREST	$0	$0	$5,803	$5,803	
TOTAL REVENUES	$1,040,238	$1,040,238	$1,052,504	$12,266	

EXPENDITURES:					
ADMINISTRATIVE:					
SUPERVISORS FEES	$12,000	$9,000	$7,200	$1,800	
FICA EXPENSE	$918	$689	$551	$138	
ENGINEERING	$12,000	$9,000	$11,373	($2,373)	
ATTORNEY	$25,000	$18,750	$17,925	$825	
DISSEMINATION	$14,000	$10,500	$8,750	$1,750	
ARBITRAGE	$1,350	$900	$900	$0	
ANNUAL AUDIT	$5,675	$0	$0	$0	
ASSESSMENT ADMINISTRATION	$5,000	$5,000	$5,000	$0	
TRUSTEE FEES	$17,240	$12,930	$12,930	$0	
MANAGEMENT FEES	$36,750	$27,563	$27,563	$0	
INFORMATION TECHNOLOGY	$1,300	$975	$975	$0	
WEBSITE MAINTENANCE	$800	$600	$600	($0)	
TELEPHONE	$300	$225	$0	$225	
POSTAGE	$1,000	$750	$140	$610	
INSURANCE	$6,700	$6,700	$5,988	$712	
PRINTING & BINDING	$1,000	$750	$131	$619	
LEGAL ADVERTISING	$2,500	$1,875	$1,202	$673	
OTHER CURRENT CHARGES	$1,000	$750	$419	$331	
OFFICE SUPPLIES	$625	$469	$3	$465	
PROPERTY APPRAISER	$600	$600	$921	($321)	
PROPERTY TAXES	$350	$14	$14	$0	
DUES, LICENSE & SUBSCRIPTIONS	$175	$175	$175	$0	
FIELD:					
FIELD SERVICES	$15,750	$11,813	$11,813	$0	
PROPERTY INSURANCE	$6,800	$6,800	$6,619	$181	
ELECTRIC	$39,600	$29,700	$18,144	$11,556	
STREETLIGHTING	$123,400	$92,550	$59,700	$32,850	
WATER & SEWER	$94,500	$70,875	$50,725	$20,150	
LANDSCAPE MAINTENANCE	$264,377	$198,283	$184,059	$14,223	
LANDSCAPE CONTINGENCY	$15,000	$11,250	$4,075	$7,175	
IRRIGATION REPAIRS	$20,000	$15,000	$6,857	$8,143	
LAKE MAINTENANCE	$7,020	$5,265	$3,678	$1,587	
MITIGATION MONITORING & MAINTENANCE	$13,760	$10,320	$10,220	$100	
CONTINGENCY	$5,000	$3,750	$0	$3,750	
REPAIRS & MAINTENANCE	$10,000	$7,500	$15,370	($7,870)	
TRANSFER OUT - CAPITAL RESERVE	$278,748	$278,748	$278,748	$0	
TOTAL EXPENDITURES	$1,040,238	$850,067	$752,769	$97,298	
					
EXCESS REVENUES (EXPENDITURES)	$0		$299,735		
					
FUND BALANCE - Beginning	$0		$292,457		
					
FUND BALANCE - Ending	$0		$592,192		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

CAPITAL RESERVE FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:					
TRANSFER IN	$278,748	$278,748	$278,748	$0	
INTEREST	$750	$563	$13,437	$12,874	
TOTAL REVENUES	$279,498	$279,311	$292,185	$12,874	

EXPENDITURES:					
BANK FEES	$0	$0	$30	($30)	
CAPITAL OUTLAY	$127,341	$95,506	$88,204	$7,302	
TOTAL EXPENDITURES	$127,341	$95,506	$88,234	$7,272	
					
EXCESS REVENUES (EXPENDITURES)	$152,157		$203,951		
					
FUND BALANCE - Beginning	$337,632		$371,433		
					
FUND BALANCE - Ending	$489,789		$575,384		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2017 DEBT SERVICE FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:					
ASSESSMENTS - TAX ROLL	$301,800	$301,800	$303,817	$2,017	
INTEREST	$0	$0	$8,175	$8,175	
TOTAL REVENUES	$301,800	$301,800	$311,992	$10,192	

EXPENDITURES:					
INTEREST - 12/15	$102,725	$102,725	$102,725	$0	
PRINCIPAL - 12/15	$95,000	$95,000	$95,000	$0	
INTEREST - 6/15	$101,063	$101,063	$101,063	$0	
TOTAL EXPENDITURES	$298,788	$298,788	$298,788	$0	

OTHER SOURCES/(USES)					
TRANSFER IN	$0	$0	$0	$0	
TOTAL OTHER SOURCES/(USES)	$0	$0	$0	$0	
					
EXCESS REVENUES (EXPENDITURES)	$3,013		$13,205		
					
FUND BALANCE - Beginning	$222,524		$376,122		
					
FUND BALANCE - Ending	$225,537		$389,326		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2019 DEBT SERVICE FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:					
ASSESSMENTS - TAX ROLL	$893,432	$893,432	$899,122	$5,691	
ASSESSMENTS - DIRECT BILLED	$6,463	$6,463	$6,463	$0	
INTEREST	$0	$0	$22,334	$22,334	
TOTAL REVENUES	$899,894	$899,894	$927,919	$28,025	

EXPENDITURES:					
INTEREST - 12/15	$310,494	$310,494	$310,494	$0	
PRINCIPAL - 6/15	$280,000	$280,000	$280,000	$0	
INTEREST - 6/15	$310,494	$310,494	$310,494	$0	
TOTAL EXPENDITURES	$900,988	$900,988	$900,988	$0	

OTHER SOURCES/(USES)					
TRANSFER IN	$0	$0	$0	$0	
TOTAL OTHER SOURCES/(USES)	$0	$0	$0	$0	
					
EXCESS REVENUES (EXPENDITURES)	($1,094)		$26,931		
					
FUND BALANCE - Beginning	$353,152		$810,923		
					
FUND BALANCE - Ending	$352,059		$837,855		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2020 DEBT SERVICE FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	PROPOSED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:					
ASSESSMENTS - TAX ROLL	$691,407	$691,407	$695,781	$4,374	
ASSESSMENTS - DIRECT BILLED	$11,156	$11,156	$11,156	$0	
INTEREST	$0	$0	$18,102	$18,102	
TOTAL REVENUES	$702,563	$702,563	$725,039	$22,476	

EXPENDITURES:					
INTEREST - 12/15	$215,806	$215,806	$215,806	$0	
PRINCIPAL - 12/15	$270,000	$270,000	$270,000	$0	
INTEREST - 6/15	$212,431	$212,431	$212,431	$0	
TOTAL EXPENDITURES	$698,238	$698,238	$698,238	$0	

OTHER SOURCES/(USES)					
TRANSFER OUT	$0	$0	($6,537)	$6,537	
TOTAL OTHER SOURCES/(USES)	$0	$0	($6,537)	$6,537	
					
EXCESS REVENUES (EXPENDITURES)	$4,326		$20,264		
					
FUND BALANCE - Beginning	$490,151		$844,797		
					
FUND BALANCE - Ending	$494,477		$865,061		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2023 DEBT SERVICE FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	PROPOSED
BUDGET		PRORATED BUDGET
THRU 6/30/23		ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:							
BONDS PROCEEDS		$0		$0	$205,238	$205,238	
INTEREST		$0		$0	$1,410	$1,410	
TOTAL REVENUES		$0		$0	$206,648	$206,648	

EXPENDITURES:							
INTEREST - 6/15		$0		$0	$54,113	($54,113)	
TOTAL EXPENDITURES		$0		$0	$54,113	($54,113)	

OTHER SOURCES/(USES)							
TRANSFER OUT		$0		$0	($1,038)	$1,038	
TOTAL OTHER SOURCES/(USES)		$0		$0	($1,038)	$1,038	
							
EXCESS REVENUES (EXPENDITURES)		$0			$151,497		
							
FUND BALANCE - Beginning		$0			$0		
							
FUND BALANCE - Ending		$0			$151,497		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2020 CAPITAL PROJECTS FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET	PRORATED BUDGET
THRU 6/30/23	ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:

INTEREST	

$0	

$0	

$31,107	

$31,107	
TOTAL REVENUES	$0	$0	$31,107	$31,107	

EXPENDITURES:

CAPITAL OUTLAY - CONSTRUCTION	

$0	

$0	

$785	

($785)	
TOTAL EXPENDITURES	$0	$0	$785	($785)	

OTHER SOURCES/(USES)

TRANSFER IN	

$0	

$0	

$6,537	

$6,537	
TOTAL OTHER SOURCES/(USES)	$0	$0	$6,537	$6,537	
					
EXCESS REVENUES (EXPENDITURES)	$0		$36,859		
					
FUND BALANCE - Beginning	$0		($9,445)		
					
FUND BALANCE - Ending	$0		$27,414		

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT

SERIES 2023 CAPITAL PROJECTS FUND
Statement of Revenues & Expenditures
For The Period Ending June 30, 2023

	ADOPTED
BUDGET		PRORATED BUDGET
THRU 6/30/23		ACTUAL
THRU 6/30/23	
VARIANCE	
REVENUES:							
BOND PROCEEDS		$0		$0	$4,244,762	$4,244,762	
INTEREST		$0		$0	$26,856	$26,856	
TOTAL REVENUES		$0		$0	$4,271,618	$4,271,618	

EXPENDITURES:							
CAPITAL OUTLAY - CONSTRUCTION		$0		$0	$12,975	($12,975)	
CAPITAL OUTLAY - COST OF ISSUANCE		$0		$0	$286,975	($286,975)	
TOTAL EXPENDITURES		$0		$0	$299,950	($299,950)	

OTHER SOURCES/(USES)							
TRANSFER IN		$0		$0	$1,038	$1,038	
BOND DISCOUNTS		$0		$0	($50,000)	($50,000)	
TOTAL OTHER SOURCES/(USES)		$0		$0	($48,962)	($48,962)	
							
EXCESS REVENUES (EXPENDITURES)		$0			$3,922,705		
							
FUND BALANCE - Beginning		$0			$0		
							
FUND BALANCE - Ending		$0			$3,922,705		

STONEYBROOK SOUTH AT CHAMPIONSGATE
Community Development District

	Oct	Nov	Dec	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sept	Total	
REVENUES:														
ASSESSMENTS - TAX ROLL	$0	$71,438	$855,968	$15,788	$17,854	$14,827	$19,383	$13,033	$30,415	$0	$0	$0	$1,038,706	
ASSESSMENTS - DIRECT BILLED	$7,995	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$7,995	
INTEREST	$0	$0	$0	$0	$392	$1,863	$1,132	$1,214	$1,202	$0	$0	$0	$5,803	
TOTAL REVENUES	$7,995	$71,438	$855,968	$15,788	$18,246	$16,689	$20,515	$14,247	$31,617	$0	$0	$0	$1,052,504	

EXPENDITURES:														
ADMINISTRATIVE:														
SUPERVISOR FEES	$800	$1,400	$1,000	$0	$0	$1,000	$1,000	$1,000	$1,000	$0	$0	$0	$7,200	
FICA EXPENSE	$61	$107	$77	$0	$0	$77	$77	$77	$77	$0	$0	$0	$551	
ENGINEERING	$1,345	$1,610	$4,035	$0	$870	$1,693	$1,820	$0	$0	$0	$0	$0	$11,373	
ATTORNEY	$2,396	$5,394	$967	$1,112	$265	$442	$2,004	$954	$4,392	$0	$0	$0	$17,925	
DISSEMINATION	$875	$875	$875	$875	$875	$875	$1,167	$1,167	$1,167	$0	$0	$0	$8,750	
ARBITRAGE	$0	$0	$0	$0	$450	$0	$0	$450	$0	$0	$0	$0	$900	
ANNUAL AUDIT	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
ASSESSMENT ADMINISTRATION	$5,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,000	
TRUSTEE FEES	$0	$4,310	$0	$4,310	$0	$0	$0	$4,310	$0	$0	$0	$0	$12,930	
MANAGEMENT FEES	$3,063	$3,063	$3,063	$3,063	$3,063	$3,063	$3,063	$3,063	$3,063	$0	$0	$0	$27,563	
INFORMATION TECHNOLOGY	$108	$108	$108	$108	$108	$108	$108	$108	$108	$0	$0	$0	$975	
WEBSITE MAINTENANCE	$67	$67	$67	$67	$67	$67	$67	$67	$67	$0	$0	$0	$600	
TELEPHONE	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
POSTAGE	$24	$4	$27	$6	$16	$13	$25	$9	$17	$0	$0	$0	$140	
INSURANCE	$5,988	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,988	
PRINTING & BINDING	$10	$3	$27	$4	$0	$0	$73	$3	$11	$0	$0	$0	$131	
LEGAL ADVERTISING	$790	$0	$0	$0	$0	$0	$175	$238	$0	$0	$0	$0	$1,202	
OTHER CURRENT CHARGES	$39	$39	$40	$75	$39	$39	$69	$39	$40	$0	$0	$0	$419	
OFFICE SUPPLIES	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$3	
PROPERTY APPRAISER	$0	$0	$0	$0	$0	$921	$0	$0	$0	$0	$0	$0	$921	
PROPERTY TAXES	$0	$14	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$14	
DUES, LICENSES & SUBSCRIPTIONS	$175	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$175	
FIELD:														
FIELD SERVICES	$1,313	$1,313	$1,313	$1,313	$1,313	$1,313	$1,313	$1,313	$1,313	$0	$0	$0	$11,813	
PROPERTY INSURANCE	$6,619	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$6,619	
ELECTRIC	$1,779	$1,511	$1,760	$1,865	$2,343	$2,190	$2,267	$2,224	$2,205	$0	$0	$0	$18,144	
STREETLIGHTING	$6,566	$6,566	$6,188	$6,634	$6,724	$6,723	$6,745	$6,777	$6,777	$0	$0	$0	$59,700	
WATER & SEWER	$6,918	$4,772	$4,168	$3,191	$5,319	$9,183	$8,730	$6,372	$2,072	$0	$0	$0	$50,725	
LANDSCAPE MAINTENANCE	$17,364	$20,837	$20,837	$20,837	$20,837	$20,837	$20,837	$20,837	$20,837	$0	$0	$0	$184,059	
LANDSCAPE CONTINGENCY	$0	$0	$0	$1,800	$0	$0	$0	$2,275	$0	$0	$0	$0	$4,075	
IRRIGATION REPAIRS	$1,826	$0	$3,850	$0	$263	$0	$801	$117	$0	$0	$0	$0	$6,857	
LAKE MAINTENANCE	$404	$404	$404	$404	$404	$404	$404	$425	$425	$0	$0	$0	$3,678	
MITIGATION MONITORING & MAINTENANCE	$2,155	$1,430	$555	$1,430	$555	$2,430	$555	$555	$555	$0	$0	$0	$10,220	
CONTINGENCY	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
REPAIRS & MAINTENANCE	$0	$0	$0	$0	$0	$15,370	$0	$0	$0	$0	$0	$0	$15,370	
TRANFER OUT - CAPITAL RESERVE	$0	$0	$0	$0	$278,748	$0	$0	$0	$0	$0	$0	$0	$278,748	
TOTAL EXPENDITURES	$65,684	$53,826	$49,359	$47,093	$322,259	$66,746	$51,299	$52,379	$44,124	$0	$0	$0	$752,769	
														
EXCESS REVENUES (EXPENDITURES)	($57,689)	$17,612	$806,609	($31,305)	($304,013)	($50,056)	($30,783)	($38,132)	($12,507)	$0	$0	$0	$299,735	

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT
LONG TERM DEBT REPORT

SERIES 2017, SPECIAL ASSESSMENT BONDS	
PARCEL K ASSESSMENT AREA	
INTEREST RATES:	3.500%, 4.000%, 4.625%, 5.000%	
MATURITY DATE:	12/15/2047	
RESERVE FUND DEFINITION	50% OF MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$150,900	
RESERVE FUND BALANCE	$150,900	
BONDS OUTSTANDING - 10/30/17	$4,710,000	
LESS: PRINCIPAL PAYMENT 12/15/18	($55,000)	
LESS: PRINCIPAL PAYMENT 12/15/19	($85,000)	
LESS: PRINCIPAL PAYMENT 12/15/20	($90,000)	
LESS: PRINCIPAL PAYMENT 12/15/21	($90,000)	
LESS: PRINCIPAL PAYMENT 12/15/22	($95,000)	
CURRENT BONDS OUTSTANDING	$4,295,000	

SERIES 2019, SPECIAL ASSESSMENT BONDS	
INTEREST RATES:	3.500%, 4.000%, 4.500%, 4.625%	
MATURITY DATE:	12/15/2049	
RESERVE FUND DEFINITION	50% OF MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$449,947	
RESERVE FUND BALANCE	$449,947	
BONDS OUTSTANDING - 4/29/19	$14,735,000	
LESS: PRINCIPAL PAYMENT 6/15/20	($255,000)	
LESS: PRINCIPAL PAYMENT 6/15/21	($260,000)	
LESS: PRINCIPAL PAYMENT 6/15/22	($270,000)	
LESS: PRINCIPAL PAYMENT 6/15/23	($280,000)	
CURRENT BONDS OUTSTANDING	$13,670,000	

SERIES 2020, SPECIAL ASSESSMENT BONDS	
FOX SOUTH ASSESSMENT AREA	
INTEREST RATES:	2.500%, 3.000%, 3.500%, 3.750%	
MATURITY DATE:	12/15/2050	
RESERVE FUND DEFINITION	50% OF MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$351,125	
RESERVE FUND BALANCE	$351,125	
BONDS OUTSTANDING - 12/16/20	$12,730,000	
LESS: PRINCIPAL PAYMENT 12/15/21	($265,000)	
LESS: PRINCIPAL PAYMENT 12/15/22	($270,000)	
CURRENT BONDS OUTSTANDING	$12,195,000	

SERIES 2023, SPECIAL ASSESSMENT BONDS	
INTEREST RATES:	4.500%, 5.375%, 5.500%	
MATURITY DATE:	6/15/2053	
RESERVE FUND DEFINITION	50% OF MAXIMUM ANNUAL DEBT SERVICE	
RESERVE FUND REQUIREMENT	$151,125	
RESERVE FUND BALANCE	$151,125	
BONDS OUTSTANDING - 3/23/23	$4,450,000	
CURRENT BONDS OUTSTANDING	$4,450,000	

STONEYBROOK SOUTH AT CHAMPIONSGATE
COMMUNITY DEVELOPMENT DISTRICT SPECIAL ASSESSMENT RECEIPTS - FY2023 TAX COLLECTOR

GROSS ASSESSMENTS $ NET ASSESSMENTS $

3,105,477 $
2,919,148 $

1,098,131 $
1,032,243 $

321,198 $
301,926 $

950,561 $
893,527 $

735,586
691,451

GENERAL	2017	2019	2020
DATE		GROSS ASSESSMENTS DISCOUNTS/ COMMISSIONS	INTEREST	NET AMOUNT	FUND	DEBT SERVICE DEBT SERVICE DEBT SERVICE	 TOTAL RECEIVED	DIST.		RECEIVED	PENALTIES	PAID		INCOME		RECEIVED	 35.36%		10.34%	30.61%	23.69%	100.00%
11/18/22	
ACH	
$	5,533.78	
$	297.15	
$	104.73	
$	-	
$	5,131.90	
$	1,814.70	
$	530.79	
$  1,570.83	
$  1,215.58	
$	5,131.90	
11/22/22	ACH	$	209,281.93	$	8,371.34	$	4,018.21	$	-	$ 196,892.38	$  69,623.33	$ 20,364.50	$ 60,267.15	$ 46,637.41	$ 196,892.38	
12/9/22	ACH	$	2,466,188.24	$	98,646.61	$  47,350.85	$	-	$ 2,320,190.78	$ 820,445.15	$ 239,976.44	$ 710,191.40	$ 549,577.79	$ 2,320,190.78	
12/9/22	ACH	$	1,876.27	$	22.36	$	37.07	$	-	$	1,816.84	$	642.45	$	187.92	$	556.12	$	430.35	$	1,816.84	
12/22/22	ACH	$	104,217.48	$	3,563.95	$	2,013.06	$	-	$  98,640.47	$  34,880.36	$ 10,202.35	$ 30,193.04	$ 23,364.72	$  98,640.47	
1/10/23	ACH	$	39,430.67	$	1,182.96	$	764.95	$	-	$  37,482.76	$  13,254.32	$  3,876.83	$ 11,473.17	$  8,878.45	$  37,482.76	
1/10/23	ACH	$	5,766.95	$	158.10	$	112.19	$	-	$	5,496.66	$	1,943.68	$	568.52	$  1,682.48	$  1,301.98	$	5,496.66	
1/24/23	ACH	$	-	$	-	$	-	$	1,668.64	$	1,668.64	$	590.05	$	172.59	$	510.76	$	395.25	$	1,668.64	
2/9/23	ACH	$	52,623.42	$	1,101.76	$	1,030.43	$	-	$  50,491.23	$  17,854.26	$  5,222.29	$ 15,454.95	$ 11,959.73	$  50,491.23	
3/10/23	ACH	$	43,238.96	$	453.32	$	855.71	$	-	$  41,929.93	$  14,826.89	$  4,336.80	$ 12,834.41	$  9,931.84	$  41,929.93	
4/11/23	ACH	$	50,432.28	$	-	$	1,008.65	$	-	$  49,423.63	$  17,476.74	$  5,111.87	$ 15,128.17	$ 11,706.85	$  49,423.63	
4/11/23	ACH	$	5,270.41	$	-	$	105.41	$	-	$	5,165.00	$	1,826.40	$	534.21	$  1,580.96	$  1,223.42	$	5,165.00	
4/24/23	ACH	$	-	$	-	$	-	$	226.36	$	226.36	$	80.04	$	23.41	$	69.29	$	53.62	$	226.36	
5/10/23	ACH	$	37,610.08	$	-	$	752.20	$	-	$  36,857.88	$  13,033.35	$  3,812.20	$ 11,281.90	$  8,730.43	$  36,857.88	
6/12/23	ACH	$	8,177.17	$	-	$	163.54	$	-	$	8,013.63	$	2,833.71	$	828.85	$  2,452.91	$  1,898.17	$	8,013.63	
6/12/23	ACH	$	1,482.86	$	-	$	29.66	$	-	$	1,453.20	$	513.87	$	150.30	$	444.81	$	344.22	$	1,453.20	
6/16/23	ACH	$	78,106.80	$	-	$	1,562.14	$	-	$  76,544.66	$  27,067.04	$  7,916.98	$ 23,429.69	$ 18,130.94	$  76,544.66	
		$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
TOTALS		$	3,109,237.30	$  113,797.55	$  59,908.80	$	1,895.00	$ 2,937,425.95	$ 1,038,706.34	$ 303,816.84	$ 899,122.03	$ 695,780.74	$ 2,937,425.95	

DIRECT BILLED ASSESSMENTS

LEN-CG SOUTH, LLC	$25,613.38	$7,994.96	$6,462.50	$11,155.92

DATE
RECEIVED	DUE
DATE	CHECK
NO.	NET
ASSESSED	AMOUNT
RECEIVED	GENERAL
FUND	SERIES
2019	SERIES
2020	
10/20/22	11/1/22	1902741	$	12,806.69	$  12,806.69	$	3,997.48	$  3,231.25	$  5,577.96	
10/20/22	2/1/23	1902741	$	6,403.35	$	6,403.35	$	1,998.74	$  1,615.63	$  2,788.98	
10/20/22	5/1/23	1902741	$	6,403.34	$	6,403.34	$	1,998.74	$  1,615.62	$  2,788.98	
			$	25,613.38	$  25,613.38	$	7,994.96	$  6,462.50	$ 11,155.92	

Stoneybrook South at ChampionsGate
Community Development District
Special Assessment Bonds, Series 2020

Date	Requisition #	Contractor	Description	Requisitions	
Fiscal Year 2023					
11/30/22	5	Lennar Homes LLC	Reimbursement #2 Infrastructure for Phase 1	$ 7,159,818.90	
10/13/22	6	Hamilton Engineering & Surveying, LLC	Invoice #67936 - Preparation of reimbursement CR#2	$	2,575.00	
10/13/22	7	Hamilton Engineering & Surveying, LLC	Invoice #68200 - Preparation of Fox South reimbursement	$	2,750.00	
11/18/22	8	Hamilton Engineering & Surveying, LLC	Invoice #68447 - Review of reimbursement CR#5	$	975.00	
	TOTAL	$ 7,166,118.90	

Fiscal Year 2023			
10/3/22	Interest	$	8,822.13	
10/4/22	Transfer from Reserve	$	432.89	
11/1/22	Interest	$	10,829.85	
11/2/22	Transfer from Reserve	$	531.02	
12/1/22	Interest	$	11,109.74	
12/2/22	Transfer from Reserve	$	562.76	
1/3/23	Interest	$	40.51	
1/4/23	Transfer from Reserve	$	656.07	
2/1/23	Interest	$	45.10	
2/2/23	Transfer from Reserve	$	697.92	
3/1/23	Interest	$	42.31	
3/2/23	Transfer from Reserve	$	632.99	
4/3/23	Interest	$	58.77	
4/4/23	Transfer from Reserve	$	854.25	
5/1/23	Interest	$	75.88	
5/2/23	Transfer from Reserve	$	1,065.88	
6/1/23	Interest	$	82.31	
6/2/23	Transfer from Reserve	$	1,103.40	
	TOTAL	$	37,643.78	
	
Acquisition/Construction Fund at 9/30/22	
$ 7,155,888.88	
	Interest Earned thru 6/30/23	$	37,643.78	
	Requisitions Paid thru 6/30/23	$ (7,166,118.90)	
	Remaining Acquisition/Construction Fund	 $	27,413.76 	

Stoneybrook South at ChampionsGate
Community Development District
Special Assessment Bonds, Series 2023

Date	Requisition #	Contractor	Description	Requisitions	
Fiscal Year 2023					
5/2/23	1	Hamilton Engineering & Surveying	Invoices #67138, 69216 & 69782 - Lennar Reimbursement	$	12,975.00	
		TOTAL		$	12,975.00	

Fiscal Year 2023					
4/3/23		Interest		$	2,697.98	
4/4/23		Transfer from Reserve		$	104.34	
5/1/23		Interest		$	11,870.21	
5/2/23		Transfer from Reserve		$	458.76	
6/1/23		Interest		$	12,286.93	
6/2/23		Transfer from Reserve		$	474.91	
		TOTAL		$	27,893.13	

Acquisition/Construction Fund at 3/23/23	
$ 3,907,786.87	
Interest Earned thru 6/30/23	$	27,893.13	
Requisitions Paid thru 6/30/23	$	(12,975.00)	

Remaining Acquisition/Construction Fund	 $ 3,922,705.00 

Section 3

BOARD OF SUPERVISORS MEETING DATES
STONEYBROOK SOUTH AT CHAMPIONSGATE COMMUNITY DEVELOPMENT DISTRICT
FISCAL YEAR 2024

The Board of Supervisors of the Stoneybrook South at ChampionsGate Community Development District will hold their regular meetings for Fiscal Year 2024 at 11:00 a.m., at the Oasis Club at ChampionsGate, 1520 Oasis Club Blvd., ChampionsGate, FL 33896, on the first Monday of every other month, unless otherwise indicated, as follows:

October 2, 2023
December 4, 2023
February 5, 2024
April 1, 2024
June 3, 2024
August 5, 2024

The meetings are open to the public and will be conducted in accordance with the provision of Florida Law for Community Development Districts. The meetings may be continued to a date, time, and place to be specified on the record at the meeting. A copy of the agenda for these meetings may be obtained from the District Manager, Governmental Management Services – Central Florida, LLC, 219 E. Livingston Street, Orlando, FL 32801 or by calling (407) 841-5524.

There may be occasions when one or more Supervisors or staff will participate by speaker telephone. Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations at this meeting because of a disability or physical impairment should contact the District Office at (407) 841-5524 at least 48 hours prior to the meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the District Office.

A person who decides to appeal any decision made at the meeting with respect to any matter considered at the meeting is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.

George S. Flint District Manager
Governmental Management Services – Central Florida, LLC