Wellness Ridge Community Development District

Agenda April 24, 2024

Agenda

April 17, 2024

Wellness Ridge
Community Development District
219 E. Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

Board of Supervisors Wellness Ridge Community Development District

Dear Board Members:

The meeting of the Board of Supervisors of the Wellness Ridge Community Development District will be held Wednesday, April 24, 2024 at 10:30 a.m. at the Cooper Memorial Library, 2525 Oakley Seaver Drive, Clermont, Florida. Following is the advance agenda for the regular meeting:

Roll Call
Public Comment Period
Approval of Minutes of the March 27, 2024 Meeting
Ratification of Recorded Permanent Drainage Easement with Lake County, Florida
Discussion Items
Ownership and Maintenance Map
Irrigation Well System
Staff Reports
Attorney
Annual Reminder of Florida Laws for Public Officials
Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
District Manager’s Report
Approval of Check Register
Balance Sheet and Income Statement
Other Business
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.

Sincerely,
George S. Flint
George S. Flint District Manager

Cc:	Jan Carpenter, District Counsel John Prowell, District Engineer

Enclosures

Minutes

MINUTES OF MEETING WELLNESS RIDGE
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Wellness Ridge Community Development District was held Wednesday, March 27, 2024 at 10:30 a.m. at the Cooper Memorial Library, 2525 Oakley Seaver Drive, Clermont, Florida.

Present and constituting a quorum were:

Adam Morgan	Chairman
Rob Bonin	Vice Chairman by phone
Brent Kewley	Assistant Secretary
Lane Register	Assistant Secretary by phone
Christopher Forbes	Assistant Secretary Also present were:
George Flint	District Manager
Jay Lazarovich	District Counsel
John Prowell	District Engineer by phone
Andy Hatton	Field Manager
Alan Scheerer	Field Manager
Lisa Krivan	Lennar Homes
Katie Bishop	Icon Management

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

SECOND ORDER OF BUSINESS	Public Comment
There being no comments, the next item followed.

THIRD ORDER OF BUSINESS	Approval of Minutes of the October 25, 2023
Meeting
Mr. Flint: In your agenda you have the minutes of the October 25, 2023 meeting, are there any comments, corrections, or changes?

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor the minutes of the October 25, 2023 meeting were approved as, presented.

FOURTH ORDER OF BUSINESS	Review and Acceptance of Draft Fiscal Year
2023 Audit Report
Mr. Flint: As a government entity the District is required to have an annual independent audit. The draft is in your agenda packet and if there were any comments they would be reflected in the report to management which is on page 28, and you can see there are no current or prior year findings.

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor the Fiscal Year 2023 Audit Report was accepted and Staff was Authorized to Transmit the Final Report to the State of Florida.

FIFTH ORDER OF BUSINESS	Ratification Items
Ratification of Series 2023 Requisitions #2 - #3

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor Requisitions 2 & 3 from the Series 2023 bonds were ratified.

Ratification of Street Lighting Agreement with Duke Energy for Wellness Ridge Phase 1B

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor the Street Lighting Agreement with Duke Energy for Wellness Ridge Phase 1B was ratified.

St. Johns WMD Request for Transfer of Environmental Resource Permit (Phase 1A)

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor St. Johns WMD Request for Transfer of Environmental Resource Permit for Phase 1A was ratified.

SIXTH ORDER OF BUSINESS	Staff Reports
Attorney
Discussion of Plat Conveyances
Mr. Lazarovich: The Board previously approved a drainage easement with Lake County and that should be recorded by the end of next week. We are still negotiating with the County on the interlocal agreement.
CDD Ethics Training Requirements

2

Mr. Lazarovich: As you are aware there was a new requirement from the legislature that now all CDD Board members are required to complete four hours of ethics training annually. It does not need to be reported on the 2024 Form 1, it will be on the 2025 Form 1, but you can complete the training this year.
Engineer
Discussion of Ownership and Maintenance Map
Mr. Prowell: We are trying to get the map done. It is just for Phase 1A and the rights of ways at this point that have been conveyed to the CDD and we can do the future phases as well.
Mr. Forbes: We definitely need to move on 1B as well.
Mr. Register: What might be helpful is to prepare an ERP map, for example the Phase 1A ERP presumably includes all the stuff outside 1A, 1B for sure includes digging ponds. Try to create what is issued and what is planned to be issued to create an all-encompassing map of all ERPs. That would be helpful to include in these permit transfers.

Status of Permit Transfers
Mr. Prowell: Phase by phase we can close these out and transfer permits. I’m not aware of any that need to be transferred at this point.

District Manager’s Report
Approval of Check Registers
Mr. Flint presented the check registers from October 1, 2023 through November 10, 2023 in the amount of $359,737.30 and from November 11, 2023 through February 2, 2024 in the amount of $20,427.58.

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor the Check Registers were approved.

Balance Sheet and Income Statement
A copy of the financials was included in the agenda package. There was no Board action required.

Field Management
Mr. Register: Did we fully execute getting that area done between the houses? Mr. Forbes: It is done.

3

Mr. Register: Has homebuilding accepted it?
Mr. Forbes: Yes, I walked over with Alan and he told me to close it. Mr. Register: Put that in an email and let’s memorialize that.
Mr. Scheerer: We will look at it during our turnover and if there are any questions we won’t take it if it is not 100%. Right now it is just the park, permanent breezeways.
Mr. Flint: They will pick it up on the plat but it still needs to be conveyed. We may have done it; I just want to make sure.
SEVENTH ORDER OF BUSINESS	Other Business
There being no comments, the next item followed.

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

NINTH ORDER OF BUSINESS	Adjournment

On MOTION by Mr. Morgan seconded by Mr. Kewley with all in favor the meeting adjourned at 10:51 a.m.

Secretary/Assistant Secretary	Chairman/Vice Chairman

4

Section IV

This instrument prepared by:
Melanie Marsh, County Attorney
P.O. Box 7800, Tavares, FL 32778
Return to:
Lake County Public Works Dept.- R/W
P.O. Box 7800, Tavares, FL 32778

Parcel Nos.: 22-23-26-0010-LA0-00001; 22-23-26-001 0-SW0-002A1
Wellness Way (#0554) Segment B

INSTRUMENT 12024035607
OR BK 6306 PG 1833 - 1844 (12 PGS) DATE· 3/27/202410:53:20 AM
GARY J. COONEY, CLERK OF THE CIRCUIT COURT
AND COMPTROLLER, LAKE COUNTY, FLORIDA
RECORDING FEES $103.50 DEED DOC $0.70

COUNTY NON-EXCLUSIVE PERMANENT DRAINAGE EASEMENT

21

THIS COUNTY NON-EXCLUSIVE PERMANENT DRAINAGE EASEMENT
(the "Easement"), made this	day of fe,,bCLlfl.:t'.:Y	, 2024, by LAKE COUNTY, FLORIDA, a political subdivision of the State of Florida, P.O. Box 7800, Tavares, FL 32778-7800, (the County"), and WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT. a local unit of soecial purpose government under Chapter·190. Florida Statutes, whose mailing address is c/o Governmental Management Services - Central Florida, LLC. 219 E. Livingston Street. Orlando. Florida 32801(the "District").

WITNESSETH that the District, for and in consideration of the sum of TEN DOLLARS ($10.00) to it in hand paid by the County, receipt whereof is hereby acknowledged, hereby grants, bargains and sells to the County, their heirs and assigns forever, a perpetual non-exclusive permanent easement for the purposes of clearing, excavating, constructing and maintaining outfall and drainage ditches in, upon and through the following described tract of land in Lake County, Florida, to-wit: upon and across the following described tract of land, lying and being in Lake County, Florida (the "Property"), to wit:
AS SET FORTH ON EXHIBIT "A" ATTACHED HERETO AND INCORPORATED HEREIN
This Easement is for the purpose of granting the County access to the Property for drainage purposes and is subject to the rights of the public and the District in and on said Property, and subject to all laws, ordinances, regulations and rules in force in the County of Lake and State of Florida.

Without waiving the sovereign immunity of both parties, the County agrees that it shall, as limited by and pursuant to the provisions of Section 768.28, Florida Statutes, release, indemnify, and hold the District, its representatives, employees and elected and appointed officials harmless from and against all claims, damages, loss and expenses of any sort, including reasonable attorney's fees and costs including appeals, arising out of or resulting from any tort, intentional action, negligent act or omission of the County, its representatives, employees, agents, contractors, subcontractors, or anyone for whose act or acts any of them may be responsible or liable, for acts or omissions occurring in connection with this

Easement. In addition, the District agrees that it shall, as limited by and pursuant to the provisions of Section 768.28, Florida Statutes, release, indemnify, and hold the County, its representatives, employees and elected and appointed officials harmless from and against all claims, damages, loss and expenses of any sort, including reasonable attorney's fees and costs including appeals, arising out of or resulting from any tort, intentional action, negligent act or omission of the District, its representatives, employees, agents, contractors, subcontractors, or anyone for whose act or acts any of them may be responsible or liable, for acts or omissions occurring in connection with this Easement.

The County agrees to participate in the District's pre-construction and post­ construction inspections prior to and after the County begins any clearing, excavating and/or construction of outfall and drainage ditches on the Property in order to ensure restoration of the impacted Property and/or other property or infrastructure improvements owned by the District that are damaged during the County's reconfiguring of the Property for said drainage purposes. In the event of such damage, the County agrees to restore the District's Property and/or other impacted property or infrastructure improvements to the condition that existed prior to the damage at the County's sole cost and expense, within 90 days after the District's notice of such damage to the County.
Notices related to this Easement shall be in writing and shall be given when received by the addressee. Notices shall be ddressed as follows:

If to the County: Melanie Marsh, County Attorney
P.O. Box 7800, Tavares, FL 32778
Tavares, Florida 32778

If to the District: Wellness Ridge Community Development District
c/o Governmental Management Services - Central Florida, LLC
219 E. 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

Nothing herein shall be construed as creating an obligation upon Lake County to perform any act of construction or maintenance upon said Property.

DIS

Signed, sealed and delivered in our presence:

Print Name Wi ess #1
(C 7	lJ(>,<,+-""?qJ B.I,u/ . 5.J-
Address of Witness #1
o,-1I	f2.- S'Z.$ 2- f

A	F
WELLNESS RIDGE COMMUNITY DEVELOPMENT	DISTRICT,
community development district formed pursuant to Chapter 190, Florida Statutes

P;i1tt Name Witness #2

t.c;? ,-  t---e.'7/-1,,i,,-e1qc1	(3( vd-., t;M
-C
Address of Witness #2
C),fJ.. oI  J::=t,  '} L 8°"2.- ,f
STATE OF FLORIDA COUNTYOF   /	
The foregoing instrument was acknowledged before me by means of physical presence or □ online notarization this	/ ?-	day of 	2024, by	Adam	Morgan,	as	Chairman	of	WELLNESS	RI		CO	UNITY
DEVELOPMENT DISTRICT, a com!J)-Unity development district formed pursuant to Chapter 190, Florida Statutes, B"Who is personally known to me or □ who has produced 	as identification.

No	
My Commission Expires: 9-l-/ --d- -=f-

IN WITNESS WHEREOF, LAKE COUNTY, a political subdivision of the State of Florida, has caused these presents to be executed in its name by its BOARD OF COUNTY COMMISSIONERS acting by the Chairman of said Board of County Commissioners of Lake County, the day and year aforesaid.

BOAR	NTY COMMISSIONERS
I FLORIDA

Boar
of La	,	lorida	i

airman
-ck!-----+-' b_  ,,2024_

Approved as to form and legality:
 ·1T\S1V L	;;) \;;i,""1:\;;,
Melanie Marsh County Attorney

EXHIBIT'A'
SKETCH OF DESCRIPTION
NOT A SURVEY	Page 1 of 8

TRACT SW-3, WELLNESS RIDGE PHASE 1B, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 81, PAGES 69 THROUGH 75 OF THE PUBLIC RECORDS OF LAKE COUNTY, FLORIDA, LYING IN SECTION 22, TOWNSHIP 23 SOUTH, RANGE 26 EAST, LAKE COUNTY FLORIDA,
BEING MORE PARTICULARLY DESCRIBED AS:
BEGINNING AT THE NORTHEAST CORNER OF SAID TRACT SW-3; THENCE RUN THE FOLLOWING COURSES ALONG THE PERIMETER OF SAID TRACT SW-3: SOUTH 09"56125" WEST FOR A DISTANCE OF 87.26 FEET; THENCE RUN SOUTH 25"12'49" WEST FOR A DISTANCE OF 73.34 FEET; THENCE RUN SOUTH 25"12'49" WEST FOR A DISTANCE OF 275.14 FEET; THENCE RUN SOUTH 25"35'31" WEST FOR A DISTANCE OF 56.27 FEET; THENCE RUN SOUTH 18"58'47" WEST FOR A DISTANCE OF 56.27 FEET; THENCE RUN SOUTH 18'07'12" WEST FOR A DISTANCE OF 56.19 FEET; THENCE RUN SOUTH 14"17'47" WEST FOR A DISTANCE OF 56.19 FEET; THENCE RUN SOUTH 10"35'59" WEST FOR A DISTANCE OF 56.18 FEET; THENCE RUN SOUTH 07'32'24" WEST FOR A DISTANCE OF 56.17 FEET;· THENCE RUN SOUTH 04"16'15" WEST FOR A DISTANCE OF 74.88 FEET TO A POINT ON A NON TANGENT CURVE,. CONCAVE SOUTHEASTERLY HAVING A RADIUS OF 85.00 FEET, WITH A CHORD BEARING OF SOUTH 50"31'08" WEST, AND A CHORD DISTANCE OF 63.94 FEET; THENCE RUN SOUTHWESTERLY
ALONG THE ARC OF SAID CURVE THROUGH A CENTRAL ANGLE OF 44"11'21" FOR A DISTANCE OF 65.56 FEET TO A POINT ON A NON TANGENT LINE; THENCE RUN NORTH 89"32'44" WEST FOR A DISTANCE OF 139.12 FEET; THENCE RUN NORTH 73'23'28" WEST FOR A DISTANCE OF
24.96 FEET; THENCE RUN NORTH 56'08'06" WEST FOR A DISTANCE OF 36.58 FEET; THENCE RUN NORTH 25"00'00" WEST FOR A DISTANCE OF 355.00 FEET; THENCE RUN NORTH 17'27'51" WEST FOR A DISTANCE OF 55.93 FEET; THENCE RUN NORTH 07'37'49" WEST FOR A DISTANCE OF 56.65 FEET; THENCE RUN NORTH 02'31'32" EAST FOR A DISTANCE OF
56.64 FEET; THENCE RUN NORTH 12'40'53" EAST FOR A DISTANCE OF 56.65 FEET; THENCE RUN NORTH 22'48'53" EAST FOR A DISTANCE OF 56.96 FEET; THENCE RUN NORTH 26"57'16" EAST FOR A DISTANCE OF 392.46 FEET TO A POINT ON THE SOUTH LINE OF
TRACT RW-1, .WELLNESS WAY AS RECORDED IN WELLNESS RIDGE PHASE 1-A, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 78, PAGES 53 THROUGH 64 OF THE AFORESAID PUBLIC RECORDS, SAID POINT BEING ON A NON TANGENT CURVE, CONCAVE NORTHEASTERLY HAVING A RADIUS OF 2200.00 FEET, WITH A CHORD BEARING OF SOUTH
73"46'(3'7"- -EAS-1";- -AND A CHORD DISTANCE OF 482.15 FEET; THENCE RUN SOUTHEASTERLY ALONG SAID SOUTH LINE AND ALONG THE ARC OF SAID CURVE THROUGH A CENTRAL ANGLE OF 12'34'56" FOR A DISTANCE OF 483.12 FEET TO THE POINT OF BEGINNING.
CONTAINING 409,307 SQUARE FEET OR 9.40 ACRES, MORE OR LESS.
SHEET 1 OF 4

		SURVEYOR'S NOTES:
n-us SKETCH IS NOT VALID Wlll-lOUT 11-IE SIGNAlURE AND ORIGINAL RAISED SEAL OF A FLORIDA LICENSED SURVEYOR AND MAPPER OR AN ELECTRONIC SIGNAl\JRE 11-IAT IS IN COMPLIANCE Will-I FLORIDA ADMINISTRATIVE CODE 5J-17.062.
BEARINGS SHOWN HEREON ARE BASED ON THE NORTI-IWESTERLY LINE OF TRACT SW-3 AS BEING N 26'57'16" E (ASSUMED FOR ANGULAR DESIGNATION ONLY).	;;;; -.._
11-IIS LEGAL DESCRIPTION WAS PREPARED WITHOUT THE BENEFIT OF TITLE.	/,:t ";"'.;.';\
DELINEATION OF THE LANDS SHOWN HEREON ARE AS PER THE CLIENTS INSTRUCTIONS.	!?n!\·"•y_\
THE RECORDING INFORMATION SHOWN HEREON WAS OBTAINED FROM THE LAKE COUNTY PUBLIC ACCESS WEBSITE. \'t: '..ijf	
/					\tl !:;;::;1 -	
SURVEYING• MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT STREET INTER GARDEN, FLORIDA 347B7
( 407) 654-5355
LBH6723		JOB #i DATE: SCALE:	--=20=18=04-=2=-9_ 8/31/2023
	1" = 100'		CALC BY: -- D Y		 DRAWN BY:  	....D	Y
CHECKED BY:_	 .H. ,,._F	FOR 11-IE LICENSED BUSINES8ig,f61BOOQIB!1'tby
James L Rickman Date: 2023.09.08
09:48:45 -04'00'

JAMES L RICKMAN, P.S.M. #5633	

SEE SHEETS 2-3 FOR SKETCH SEE SHEET 4 FOR TABLES

:

W

Drawing name: L:\Data\20180429\SKETCHES\sketch -  81 southeast pond	SHEET 1

EXHIBIT'A'
SKETCH OF DESCRIPTION
NOT A SURVEY	Page 2 of 8

WELLNESS RIDGE PHASE 1-B
P.B. 81, PGS. 69-75
Jas

POINT OF BEGINNI-N"'G-°

-- ---
-/-

NORTHEAST CORNER OF 	./
TRACT SW-3 WELLNESS	NOT
RIDGE PHASE 1-B	PLATTED
P.B. 81, PGS. 69- 75

TRACT SW-3
WELLNESS RIDGE PHASE 1-8
P.8. 81, PGS. 69-75

NORTHWESTERLY LINE TRACT SW-3

SEE SHEET 3

SCALE: 1 "= 100'

0

•

SYMBOL AND ABBREVIATION LEGEND:

SHEET 2 OF 4

-AL.LEN\
CqM,,A.NY:..

SURVEYING • MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT STREET WINTER GARDEN, FLORIDA 347B7 ( 407) 654-5355
LBN6723

CHANGE IN DIRECTION
LB	LICENSED BUSINESS
NT	NON-TANGENT

JOB #-:--=20 18=0'-'-42=9c..  DATE:	8/31/2023 SCALE: 		1" = 100'	

P.B.
PGS.

PLAT BOOK
PAGE(S)

CALC BY:	DY.,	
DRAWN BY:	.._DY.,	
CHECKED BY:	,_H,, F

SEE SHEET 1 FOR DESCRIPTION SEE SHEET 4 FOR TABLES

Orowina  name,  L, \0ata\20180429\SKETCHES\sketch  -  81 southeast  oond	SHEET ?.

EXHIBIT 'A'
SKETCH OF DESCRIPTION
NOT A SURVEY	Page 3 of 8

SEE SHEET 2

391

39'2.

.c.o.

_J

G
<JI

PLATTED

TRACT SW-3
WELLNESS RIDGE PHASE 1-8

0)
-.J

.0..

_J

P.B. 81, PGS. 69-75

NOT

~cqy

WELLNESS RIDGE PHASE 1-B
P.B. 81, PGS. 69-75

L12
	L11	
NT

NT

NOT PLATTED

SCALE: 1 "= 1OD'

0	100·

SYMBOL AND ABBREVIATION LEGEND:
CHANGE IN DIRECTION	P.B.	PLAT BOOK
LB	LICENSED BUSINESS	PGS.	PAGE(S) NT	 NON-TANGENT

SHEET 3 OF 4
SEE SHEET 1 FOR DESCRIPTION SEE SHEET 4 FOR TABLES

SURVEYING • MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT STREET WINTER GARDEN, FLORIDA 347B7 ( 407) 654-5355

Drawlna name, I., \Data\20180429\SKETCHES\sketch -  81 ,:n11th..n•t nnntl	<;HF'F'T .'I

LB#5723

JOB #	=2=01=80=-4=2=-9 _
DATE:	8/31/2023 SCALE: 		1" = 100'	

CALC BY: 		...,.D_,_Y
DRAWN BY	=D Y 	
CHECKED BY:.	H F 

	EXHIBIT 'A'	
	SKETCH OF DESCRIPTION
NOT A SURVEY	Page 4 of 8

LINE TABLE	
LINE	BEARING	LENGTH	
L1	S09'56'25nW	87.26'	
L2	S25'12' 49"W	73.34'	
L3	S25'12'49"W	275.14'	
L4	S25'35'31"W	56.27'	
L5	S18'58'47"W	56.27'	
LS	S18"07'12"W	56.19'	
L7	S14'17'47"W	56.19'	
LB	S10'35'59"W	56.18'	
L9	S07'32'24"W	56.17'	

LINE TABLE	
LINE	BEARING	LENGTH	
L10	S04'16'15"W	74.88'	
L11	N89'32' 44"W	139.12'	
L12	N73'23'28"W	24.96'	
L13	N56'08'06"W	36.58'	
L14	N17'27'51"W	55.93'	
L15	N07'37'49"W	56.65'	
L16	N02'31'32nE	56.64'	
L17	N12"40'53"E	56.65'	
L18	N22'48'53nE	56.96'	

-

CURVE TABLE	
CURVE	RADIUS	CHORD BEARING	CHORD	DELTA	LENGTH	
Cl	85.00'	S50"31'0B"W	63.94'	044"11'21"	65.56'	
C2	2200.00'	S73"46'07"E	482.15'	012'34'56n	483.12'	

SHEET 4 OF 4
SEE SHEET 1 FOR DESCRIPTION SEE SHEETS 2-3	FOR SKETCH

'

ALL'EN·

.,#	..· ·•:. -
•••• " ·...  :,•·
COMPANY
,

SYMBOL AND ABBRE IAIIQ LEGEND:

•

CHANGE IN DIRECTION	P.B.	PLAT BOOK
LB	LICENSED BUSINESS	PGS.	PAGE(S) NT	 NON-TANGENT

SURVEYING • MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT STREET

JOB#:			20180429  DATE:	  	8/31/2023

CALC BY:		DY	 DRAWN BY: 		 DY	

WINTER GARDEN, FLORIDA 34787
(407) 654-5355
LBl6723

SCALE:		1" = 100°		CHECKED BY: 	HF	

Drawing name: L: \Data\20180429\SKETCHES\sketch -  81 southeast pond	SHEET 4

EXHIBIT'A
SKETCH OF DESCRIPTION
NOT A SURVEY	Page 5 of 8

TRACT SW2-A1, WELLNESS RIDGE PHASE 1A, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 78, PAGES 53 THROUGH 64 OF THE PUBLIC RECORDS OF LAKE COUNTY, FLORIDA, LYING IN SECTION 22, TOWNSHIP 23 SOUTH, RANGE 26 EAST, LAKE COUNTY FLORIDA,
BEING MORE PARTICULARLY DESCRIBED AS:
BEGINNING AT THE NORTHWEST CORNER OF SAID TRACT SW2-A1, ALSO BEING A POINT ON THE SOUTH LINE OF WELLNESS WAY, TRACT RW-1 OF SAID WELLNESS RIDGE PHASE 1-A; THENCE RUN THE FOLLOWING COURSES AND DISTANCES ALONG SAID SOUTH LINE AND THE NORllH LINE OF AFORESAID TRACT SW2-A1: SOUTH 63"02'44" EAST FOR A DISTANCE OF
433.80 FEET; THENCE RUN SOUTH 50"38'17" EAST FOR A DISTANCE OF 41.89 FEET; THENCE RUN SOUTH 63"02'44" EAST FOR A DISTANCE OF 288.30 FEET TO THE POINT OF CURVATURE OF A CURVE, CONCAVE SOUTHWESTERLY HAVING A RADIUS OF 25.00 FEET, WITH A CHORD BEARING OF SOUTH 18"02'44" EAST, AND A CHORD DISTANCE OF 35.36 FEET; THENCE RUN SOUTHEASTERLY ALONG THE ARC OF SAID CURVE THROUGH A CENTRAL ANGLE OF 90·00·00" FOR A DISTANCE OF 39.27 FEET TO THE POINT OF TANGENCY, SAID POINT BEING ON THE EAST LINE OF AFORESAID TRACT SW2-A1 AND THE WEST RIGHT OF WAY LINE OF BLISSFUL STREET AS RECORDED IN WELLNESS RIDGE PHASE 18, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 81, PAGES 69 THROUGH 75 OF THE AFORESAID PUBLIC RECORDS; THENCE RUN THE FOLLOWING COURSES AND DISTANCES ALONG SAID EAST LINE AND WEST RIGHT OF WAY LINE: SOUTH 26"57'16" WEST FOR A DISTANCE OF 760.86 FEET TO THE POINT OF CURVATURE OF A CURVE, CONCAVE NORTHWESTERLY HAVING A RADIUS OF 445.00 FEET, WITH A CHORD BEARING OF SOUTH 58"22'51" WEST, AND A CHORD DISTANCE OF 464.05 FEET; THENCE RUN SOUTHWESTERLY ALONG THE ARC OF SAID CURVE THROUGH A CENTRAL
ANGLE OF 62"51'09" FOR A DISTANCE OF 488.16 FEET TO A POINT ON A NON TANGENT LINE, SAID -POINT BEING ON THE WEST LINE OF AFORESAID TRACT SW2-A1; THENCE RUN THE FOLLOWING COURSES AND DISTANCES ALONG SAID WEST LINE: NORTH 00"27'30" EAST FOR A DISTANCE OF 136.08 FEET; THENCE RUN NORTH 04"32'05" WEST FOR A DISTANCE OF 186.23 FEET; THENCE RUN NORTH 03"33'04" WEST FOR A DISTANCE OF 59.76 FEET; THENCE RUN NORTH 02°46'44" WEST FOR A DISTANCE OF 59.76 FEET; THENCE RUN NORTH 02"00'24" WEST FOR A DISTANCE OF 59.76 FEET; THENCE RUN NORTH 00"07'03" EAST FOR A
DISTANCE OF 268.64 FEET ; THENCE RUN NORTH 02"07'22" EAST FOR A DISTANCE OF 49.96 FEET; THENCE RUN NORTH 03"48'19" EAST FOR A DISTANCE OF 199.47 FEET; THENCE RUN NORTH 05"00'41" EAST FOR A DISTANCE OF 28.00 FEET; THENCE RUN NORTH 05"53'30" EAST FOR A DISTANCE OF 189.27 FEET; THENCE RUN NORTH 26"57'16" EAST FOR A DISTANCE OF 83.52 FEET TO THE POINT OF BEGINNING.
CONTAINING 628,049 SQUARE FEET OR 14.42 ACRES, MORE OR LESS.
SHEET 1 OF 4

		SURVEYOR'S NOTES:
TI-ilS SKETCH IS NOT VALID WITHOUT THE SIGNATURE AND ORIGINAL RAISED SEAL OF A FLORIDA LICENSED SURVEYOR ANO MAPPER OR AN ELECTRONIC SIGNATURE THAT IS IN COMPLIANCE WITH FLORIDA ADMINISlRAllVE CODE SJ-17.062.
BEARINGS SHOWN HEREON ARE BASED ON THE NORTI-i LINE OF TRACT SW2-A1 AS BEING S 63"02'44" E (ASSUMED FOR ANGULAR DESIGNATION ONLY),	,,...,,
TI-ilS LEGAL DESCRIPTION WAS PREPARED WITHOUT TI-iE BENEFIT OF TITLE.	-1j\i '.,;'.':;,\
DELINEATION OF THE LANDS SHOWN HEREON ARE AS PER TI-iE CLIENT'S INSlRUCllONS.	f, •-!.,-;·'.·· ,--•,•.,\'.;-•.:'.,;'..• ..._-';.:·.:'..•.·:.•_••...:-;·.•:.•
TI-iE RECORDING INFORMAllON SHOWN HEREON WAS OBTAINED FROM TI-iE LAKE COUNTY PUBLIC ACCESS WEBSITE.	-- - _,. •	
,,,,·					................	
SURVEYING• MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT SlREET INTER GARDEN, FLORIDA 347B7
( 407) 654-5355
L8f6723		JOB #:	=2=01=80'"'"'42=9-
DATE:	8/31/2023
SCALE: 	1" = 120'		CALC BY: DRAWN BY:   CHECKED BY:_	,D,. ,_Y
_,,D,. ,_Y
,H_,_,_F	FOR THE LICENSED BUSINE i ::ti§r'(ed
James L Rickm Date: 2023.09.
09:49:34 -04'00'
JAMES L. RICKMAN, P.S.M. #5633	

SEE SHEETS 2-3	FOR SKETCH SEE SHEET 4 FOR TABLES

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b ar 08
W

Drawing name: L: \Data\20180429\SKETCHES\sketch -  82 southwest pond	SHEET 1

EXHIBIT 'A
SKETCH OF DESCRIPTION
NOT A SURVEY	Page 6 of 8

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•

SYMBOL AND ABBREVIATION LEGEND:
CHANGE IN DIRECTION	P.B.	PLAT BOOK LB	LICENSED BUSINESS	PGS.	PAGE(S)
PC	POINT OF CURVATIJRE
PT	POINT OF TANGENCY
NT	NON-TANGENT
_,
-·

SHEET 2 OF 4
SEE SHEET 1 FOR DESCRIPTION SEE SHEET 4 FOR TABLES

SURVEYING• MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT SlREET
'MNTER GARDEN, FLORIDA 34787
(407) 654-5355

Drawlna name: L: \Data\201B0429\SKETCHES\sketch -  B2 southwest DOnri	<;HFFT ?

LB,S723

JOB ft-.--=20 1=80=-4=2=-9 _ DATE:	8/31/2023 SCALE: 		1• = 120'	

CALC BY	=D..,_Y	
DRAWN BY	=DY.,	
CHECKED BY: 	H F 

SKETCH OF DESCRIPTION
NOTA SURVEY	Page 7 of 8

SEE SHEET 2

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NT

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SYMBOL AND ABBREVIATION LEGEND:

SHEET 3 OF 4

'·? / SURVEYING• MAPPING GEOSPATIAL SERVICES

CHANGE IN DIRECTION
LB	LICENSED BUSINESS
PC	POINT OF CURVATURE
PT	POINT OF TANGENCY
NT	NON-TANGENT

JOB #',   	,2=0"-'18=0:....:.4:a:29"---

P.B. PGS.

PLAT BOOK PAGE(S)

CALC BY: 	

_,D._,Y

SEE SHEET 1 FOR DESCRIPTION SEE SHEET 4 FOR TABLES

www.allen-oompany.com 16 EAST PLANT STREET

DATE:

8/31/2023

DRAWN BY:	,D._,Y	_

V.,NTER GARDEN, FlORIDA 34787
( 407) 654-5355
LB#6723

SCALE:

	1" = 120'	

CHECKED BY:

_.H:..:..: F	_

DrawlnQ name: L: \Data\20180429\SKETCHES\sketch - 82 southwest oond	SHEET 3

SKETCH OF DESCRIPTION
NOT A SURVEY	Page 8 of 8

LINE TABLE	
LINE	BEARING	LENGTH	
L1	S50'38'17"E	41.89'	
L2	N00'27'30"E	136.08'	
L3	N04'32'05"W	186.23'	
L4	N03'33'04"W	59.76'	
L5	N02'46'44"W	59.76'	
L6	N02'00'24"W	59.76'	

LINE TABLE	
LINE	BEARING	LENGTH	
L7	N00'07'03"E	268.64'	
LS	N02'07'22"E	49.96'	
L9	N03'48'19"E	199.47'	
L10	N05'00'41"E	28.00'	
L11	N05'53'30"E	189.27'	
L12	N26'57'16"E	83.52'	

CURVE TABLE	
CURVE	RADIUS	CHORD BEARING	CHORD	DELTA	LENGTH	
C1	25.00'	S18"02'44 "E	35.36'	090'00'00"	39.27'	
C2	445.00'	S58'22'51"W	464.05'	062'51'09"	488.16'	

SHEET 4 OF 4
SEE SHEET 1 FOR DESCRIPTION SEE SHEETS 2-3	FOR SKETCH

- :/'/
SURVEYING • MAPPING GEOSPATIAL SERVICES
www.allen-company.com
16 EAST PLANT STREET WINTER GARDEN, FLORIDA 34787 ( 407) 654-5355
LBN5723

•

SYMBOL 8 0	8BBRE IATION LEGEND:
CHANGE IN DIRECTION	 P.B.	 PLAT BOOK LB	LICENSED BUSINESS	PGS.	PAGE(S) PC		POINT OF CURVAlURE
PT	POINT OF TANGENCY
NT	NON-TANGENT

20180429
aL31L2023

JOB #:
DATE:

CALC BY:	DY

SCALE:	1" = 120'	

DRAWN BY:	DY
CHECKED BY:		HF	

Drawlna name: L: \Data\20180429\SKETCHES\sketch - 82 southwest oond	SHEET 4

Section VI

Section A

Section 1

Michael J. Beaudine
Jan Albanese Carpenter Daniel H. Coultoff Sarah M. Dinon
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, Esq., Jay E. Lazarovich, Esq. and Kristen E. Trucco, Esq.)
Regarding:	Annual Reminder on Florida Laws for Public Officials
Date:	April 2024

Code of Ethics Reminders

“GIFTS LAW”
-BENEFIT TO YOU: public officials are prohibited from accepting or asking for anything of value based upon an understanding that such thing will influence the official’s vote, official action or judgment. Section 112.313(2), Florida Statutes.
-BENEFIT TO SPOUSE/MINOR CHILDREN: a public official, their spouse and minor children are prohibited from accepting anything of value when the public official knows, or under the circumstances should know, that it was given to influence a vote or other official action of the public official. Section 112.313(4), Florida Statutes.

-DISCLOSURE DUTY: a public official must disclose gifts with a value of more than $100 to the Commission on Ethics (on Form 9) unless the gift is from a relative or unless the public official pays the donor an amount to reduce the value of the gift to $100 or less within 90 days of receiving the gift. Section 112.3148(8)(a), Florida Statutes.

MISUSE OF PUBLIC POSITION

-No public official shall corruptly1 use or attempt to use his/her official position or any property or resource which may be within his or her trust, or perform his or her official duties, to secure a special privilege, benefit or exemption for himself/herself, or others. Section 112.313(6), Florida Statutes.

-Recent examples: (1) Florida Commission on Ethics found probable cause to believe that a CDD Supervisor misused her public position by using her official CDD email account to send an email

1 “Corruptly” “means done with a wrongful intent and for the purpose of obtaining, or compensating or receiving compensation for, any benefit resulting from some act or omission of a public servant which is inconsistent with the proper performance of his or her public duties.” See Section 112.312(9), Florida Statutes.

endorsing her preferred candidates for the upcoming homeowners association election; and (2) Florida Commission on Ethics opined that use of City business cards by City Commissioners and a City Mayor for private promotion or gain creates a prohibited conflict of interest under Section 112.313(6), Florida Statutes.

VOTING CONFLICTS
-A public officer must not vote on any measure which would (1) result in his/her special private gain or loss; or (2) which the officer knows would result in a special private gain or loss to:

a principal2 by whom the officer is retained3;
a parent organization or subsidiary of a corporate principal by whom the officer is retained;
a relative (parents, children, spouse, sibling, mother/father-in-law, son/daughter-in-law); and
a business associate (pursuing common commercial/business pursuit for profit and such pursuit is current and ongoing). Example: business partner.
-If you have a voting conflict you should: (1) consult with your CDD’s counsel and/or your CDD’s District Manager; (2) disclose your conflict4; and (3) submit the Commission on Ethics Form 8B within 15 days after the vote occurs to your District Manager so that the form can be incorporated into the minutes.
Quorum & Sunshine Law Reminders

QUORUM
-A majority of the Board of Supervisors must be physically present in order for the Board to take any official action.

-Participation by telephone: Participation by physical presence at Board meetings is expected under the Sunshine law. However, when a quorum of the Board is physically present, a Supervisor may participate by telephone only if the Supervisor’s absence is due to an extraordinary circumstance such as an illness. In the event a Supervisor participates by telephone, the Supervisor must vote on every action unless a voting conflict exists. Likewise, if a Supervisor is participating in person, the Supervisor must vote on every action unless a voting conflict exists.

2 According to the Commission on Ethics, a “principal” excludes a “government agency” and includes: (1) an employer; (2) a client of a legal, accounting, insurance or other professional practice; and (3) a corporation for which the officer serves as a compensated director.
3 Generally speaking, a “principal by whom retained” means for compensation, consideration or similar thing of value.
See Section 112.3143(1)(a), Florida Statutes for the full definition.
4 Although there may be a slight difference on timing and procedure for disclosure of a voting conflict for “Elected Officers” vs. “Appointed Officers,” it is recommended that the conflict be disclosed prior to any discussion on the matter. Further, we caution that discussions on items on which a Supervisor has a voting conflict could potentially be challenged as a violation of the “Misuse of Public Position” rule in Section 112.313(6), Florida Statutes, if the discussion is seen as persuasion or an attempt to influence the Board’s position to secure a special benefit for the Supervisor or others. If you have any questions, please contact counsel to discuss.

SUNSHINE LAW
-Outside of a Board of Supervisors meetings, two or more members of the Board must not discuss any matter on which foreseeable action will be taken by the Board. This applies to in-person, “liaison” and “virtual” discussions, including text messages, emails, telephone calls, online postings (social media) and any other means of communication. Failure to abide to this rule constitutes a Sunshine law violation.

-Best practices: (1) utilize Board meetings for discussions with other Supervisors; (2) refrain from posting about CDD business online and responding/reacting to matters online related to CDD business.
Public Records Reminders

-Chapter 119, Florida Statutes & the Florida Constitution (Article 1, Section 24) guarantees the public a right to access government records.
-Includes all materials (i.e., documents, emails, TEXT MESSAGES, sound recordings, films, maps, books, photographs, tapes, etc.) made or received in connection with the official business of the CDD.

-You are required to keep records for the time period set by the Division of Library Information Services of the Florida Department of State.5 For example, correspondence and memoranda that are associated with administrative practices or routine issues (but do not create a policy/procedure, document the business of a particular program or act as a receipt) are required to be retained for 3 fiscal years.6 Correspondence and memoranda that document policy development, decision-making, or substantive programmatic issues, procedures or activities are required to be retained for 5 fiscal years. For more information on the retention and disposition of records, please contact your CDD’s District Manager.

-Exceptions are very limited. Examples of exemptions: (1) materials related to security and/or fire safety of a facility (including video surveillance and security details); and (2) materials related to active criminal investigations.
-Best Practices: (1) in-person or telephone discussions (except with other Board members); (2) use or create a separate email account for CDD related materials; (3) avoid posting on social media about CDD business (posts can be removed/edited by users and website controller); and (4) avoid using text/social media messaging as they generally cannot be saved.

5 The Records Schedule is accessible at the following URL: https://files.floridados.gov/media/706717/gs1-sl-june- 2023.pdf.
6 October 1st through September 30th.

Section C

Section 1

Wellness Ridge Community Development District

Summary of Check Register

March 5, 2024 to March 31, 2024

Fund	Date	Check No.'s	Amount

General Fund

3/11/24	76
3/18/24	77
3/25/24	78

$	900.00
$	3,878.95
$	604.27

Total Amount	$	5,383.22

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	4/19/24	PAGE	1
*** CHECK DATES 03/05/2024 - 03/31/2024 ***	WELLNESS RIDGE 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	#
3/11/24 00008	3/01/24 18139	202403 320-53800-46200	*	900.00
MOWING SERVICES MAR24
FRANK POLLY SOD, INC	900.00 000076
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/18/24 00001	3/01/24 25	202403 310-51300-34000	*	3,333.33
MANAGEMENT FEES MAR24
3/01/24 25	202403 310-51300-35200	*	100.00
WEBSITE ADMIN MAR24
3/01/24 25	202403 310-51300-35100	*	150.00
INFORMATION TECH MAR24
3/01/24 25	202403 310-51300-31300	*	291.67
DISSEMINATION SVCS MAR24
3/01/24 25	202403 310-51300-51000	*	.15
OFFICE SUPPLIES MAR24
3/01/24 25	202403 310-51300-42000	*	3.20
POSTAGE MAR24
3/01/24 25	202403 310-51300-42500	*	.60
COPIES MAR24
GOVERNMENTAL MANAGEMENT SERVICES-CF	3,878.95 000077
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/25/24 00005	3/18/24 123712	202402 310-51300-31500	*	604.27
GENERAL COUNSEL FEB24
LATHAM, LUNA, EDEN & BEAUDINE, LLP	604.27 000078
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
TOTAL FOR BANK A	5,383.22
TOTAL FOR REGISTER	5,383.22

WELL WELLNESS RIDGE AGUZMAN

Section 2

Wellness Ridge
Community Development District

Unaudited Financial Reporting
March 31, 2024

Table of Contents

1		Balance Sheet	

2-3	
	General Fund	

4	
	Debt Service Fund Series 2023	

5	
	Capital Projects Fund Series 2023	

6-7	
	Month to Month	

8	
	Long Term Debt Report	

9	
	Assessment Receipt Schedule	

Combined Balance Sheet March 31, 2024

General
Fund

Debt Service
Fund

Capital Projects	Total
Fund	Governmental Funds

Assets:
Cash:
Operating Account	

$	312,497	

$	

-	

$	

-	

$	312,497	
Investments:							
Series 2023
Reserve	
$	
-	$	261,231	$	-	
$	261,231	
Revenue	$	-	$	471,233	$	-	$	471,233	
Interest	$	-	$	0	$	-	$	0	
Construction/Acquistion	$	-	$	-	$	4,316	$	4,316	
Total Assets	$	312,497	$	732,465	$	4,316	$	1,049,278	
Liabilities:
Accounts Payable	

$	

6,203	$	-	$	-	

$	6,203	
Total Liabilites	$	6,203	$	-	$	-	$	6,203	

Fund Balance:
Restricted:
Debt Service Series 2023	

$	

-	$	732,465	$	-	

$	732,465	
Capital Projects Series 2023	$	-	$	-	$	4,316	$	4,316	
Unassigned	$	306,294	$	-	$	-	$	306,294	
Total Fund Balances	$	306,294	$	732,465	$	4,316	$	1,043,075	
					
Total Liabilities & Fund Balance	$	312,497	$	732,465	$	4,316	$	1,049,278	

1

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/24	Thru 03/31/24	Variance	

Revenues:		
Assessments - On Roll	$	254,416	$	254,416	$	254,631	$	215	
Assessments - Direct Bill	$	207,586	$	155,690	$	155,690	$	-	
Developer Contributions	$	279,346	$	6,961	$	6,961	$	-	
Total Revenues:	$	741,348	$	417,067	$	417,282	$	215	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	12,000	$	6,000	$	2,800	$	3,200	
FICA Expenditures	$	918	$	459	$	214	$	245	
Engineering	$	15,000	$	7,500	$	-	$	7,500	
Attorney	$	25,000	$	12,500	$	9,753	$	2,747	
Annual Audit	$	4,000	$	4,000	$	4,800	$	(800)	
Assessment Administration	$	5,000	$	5,000	$	5,000	$	-	
Arbitrage	$	450	$	-	$	-	$	-	
Dissemination	$	5,000	$	2,500	$	1,750	$	750	
Trustee Fees	$	4,050	$	-	$	-	$	-	
Management Fees	$	40,000	$	20,000	$	20,000	$	-	
Information Technology	$	1,800	$	900	$	900	$	-	
Website Maintenance	$	1,200	$	600	$	600	$	-	
Telephone	$	300	$	150	$	-	$	150	
Postage & Delivery	$	1,000	$	500	$	97	$	403	
Insurance	$	5,750	$	5,750	$	5,200	$	550	
Printing & Binding	$	1,000	$	500	$	6	$	494	
Legal Advertising	$	10,000	$	5,000	$	133	$	4,867	
Other Current Charges	$	4,250	$	2,125	$	908	$	1,217	
Office Supplies	$	625	$	313	$	1	$	311	
Travel Per Diem	$	660	$	330	$	-	$	330	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Total Administrative:	$	138,178	$	74,302	$	52,337	$	21,965	

Operations & Maintenance					
Contract Services
Field Management	

$	15,000	

$	7,500	

$	1,250	

$	6,250	
Amenities Management	$	125,000	$	62,500	$	-	$	62,500	
Landscape Maintenance	$	193,440	$	96,720	$	5,400	$	91,320	
Lake Maintenance	$	2,460	$	1,230	$	-	$	1,230	
Pool Maintenance	$	20,820	$	10,410	$	-	$	10,410	
Pest Control	$	780	$	390	$	-	$	390	
Janitorial Services	$	30,000	$	15,000	$	-	$	15,000	
Contract Services Subtotal:	$	387,500	$	193,750	$	6,650	$	187,100	

2

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/24	Thru 03/31/24	Variance	

Repairs & Maintenance
Landscape Replacement	
$	2,500	
$	1,250	
$	-	
$	1,250	
Irrigation Repairs	$	2,000	$	1,000	$	-	$	1,000	
General Repairs & Maintenance	$	2,500	$	1,250	$	-	$	1,250	
Alleyway & Sidewalk Maintenance	$	3,000	$	1,500	$	-	$	1,500	
Signage	$	1,500	$	750	$	-	$	750	
Walls - Repair/Cleaning	$	1,500	$	750	$	-	$	750	
Fencing	$	1,500	$	750	$	-	$	750	
Repairs & Maintenance Subtotal:	$	14,500	$	7,250	$	-	$	7,250	

Utilities
Amenity Center - Electric	

$	21,120	

$	10,560	

$	-	

$	10,560	
Amenity Center - Water	$	9,240	$	4,620	$	-	$	4,620	
Electric	$	2,500	$	1,250	$	3,899	$	(2,649)	
Water & Sewer	$	20,000	$	10,000	$	4,157	$	5,843	
Streetlights	$	40,000	$	20,000	$	39,030	$	(19,030)	
Utilities Subtotal:	$	92,860	$	46,430	$	47,086	$	(656)	

Amenities
Property Insurance	

$	27,665	

$	-	

$	-	

$	-	
Pool Attendants	$	12,500	$	6,250	$	-	$	6,250	
Facility Maintenance	$	25,000	$	12,500	$	-	$	12,500	
Pool Repairs & Maintenance	$	10,000	$	5,000	$	-	$	5,000	
Pool Permits	$	325	$	163	$	-	$	163	
Access Cards & Equipment Supplies	$	3,000	$	1,500	$	-	$	1,500	
Fire Alarm & Security Monitoring	$	420	$	210	$	-	$	210	
Fire Alarm & Security Monitoring Repairs	$	2,000	$	1,000	$	-	$	1,000	
Fire Extinguisher Inspections	$	100	$	50	$	-	$	50	
Amenity Signage	$	2,000	$	1,000	$	-	$	1,000	
Repairs & Maintenance	$	5,000	$	2,500	$	-	$	2,500	
Office Supplies	$	1,000	$	500	$	-	$	500	
Operating Supplies	$	5,000	$	2,500	$	-	$	2,500	
Special Events	$	9,000	$	4,500	$	-	$	4,500	
Termite Bond	$	300	$	150	$	-	$	150	
Amenities Subtotal:	$	103,310	$	37,823	$	-	$	37,823	

Other
Contingency	

$	5,000	

$	2,500	

$	-	

$	2,500	
Other Subtotal:	$	5,000	$	2,500	$	-	$	2,500	
					
Total Operations & Maintenance:	$	603,170	$	287,753	$	53,736	$	234,017	
					
Total Expenditures:	$	741,348	$	362,054	$	106,073	$	255,981	
					
Excess (Deficiency) of Revenues over Expenditures	$	-		$	311,209		
					
Fund Balance - Beginning	$	-		$	(4,915)		
					
Fund Balance - Ending	$	-		$	306,294		

3

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/24	Thru 03/31/24	Variance	

Revenues:		
Assessments - On Roll	$	287,710	$	287,710	$	287,954	$	245	
Assessments - Direct Bill	$	234,753	$	176,065	$	176,065	$	-	
Interest	$	-	$	-	$	13,079	$	13,079	
Total Revenues	$	522,463	$	463,775	$	477,098	$	13,323	

Expenditures:					
Interest - 12/15	$	202,153	$	202,153	$	202,153	$	-	
Principal - 06/15	$	120,000	$	-	$	-	$	-	
Interest - 06/15	$	202,153	$	-	$	-	$	-	
Total Expenditures	$	524,306	$	202,153	$	202,153	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	(1,844)		$	274,945		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	(6,304)	$	(6,304)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	(6,304)	$	(6,304)	
					
Net Change in Fund Balance	$	(1,844)		$	268,641		
					
Fund Balance - Beginning	$	204,966		$	463,824		
					
Fund Balance - Ending	$	203,122		$	732,465		

4

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/24	Thru 03/31/24	Variance	

Revenues:

Interest	

$	

-	$	

-	$	459	

$	459	
Total Revenues	$	-	$	-	$	459	$	459	

Expenditures:

Capital Outlay	

$	

-	$	

-	$	-	

$	-	
Total Expenditures	$	-	$	-	$	-	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	459		

Other Financing Sources/(Uses)

Transfer In/(Out)	

$	

-	$	

-	$	6,304	

$	6,304	
Total Other Financing Sources/(Uses)	$	-	$	-	$	6,304	$	6,304	
					
Net Change in Fund Balance	$	-	$	6,763		
					
Fund Balance - Beginning	$	-	$	(2,447)		
					
Fund Balance - Ending	$	-	$	4,316		

5

Oct	Nov	Dec	Jan	Feb	March		April	May	June		July	Aug	Sept	Total	

Revenues:

Assessments - On Roll	$	-  $	-  $	254,631  $	-  $		

-  $	

-  $	

-  $		

-  $	

-  $		

-  $	

-  $	

-  $  254,631	
Assessments - Direct Bill	$	103,793  $	-  $	-  $	51,897  $		-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $  155,690	

Developer Contributions

$	6,961  $	-  $

-  $	-  $	-  $	-  $

-  $	-  $	-  $

-  $	-  $

-  $	6,961

Total Revenues:	$	110,754	$	-	$	254,631	$	51,897	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  417,282	

Expenditures:									
General & Administrative:									
Supervisor Fees	$	1,800	$	-	$	-	$	-	$	-	$	1,000	$	-  $	-  $	-  $	-  $	-	$	-  $	2,800	
FICA Expenditures	$	138	$	-	$	-	$	-	$	-	$	77	$	-  $	-  $	-  $	-  $	-	$	-  $	214	
Engineering	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Attorney	$	1,487	$	3,613	$	1,444	$	2,605	$	604	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	9,753	
Annual Audit	$	-	$	-	$	-	$	-	$	1,500	$	3,300	$	-  $	-  $	-  $	-  $	-	$	-  $	4,800	
Assessment Administration	$	5,000	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	5,000	
Arbitrage	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Dissemination	$	292	$	292	$	292	$	292	$	292	$	292	$	-  $	-  $	-  $	-  $	-	$	-  $	1,750	
Trustee Fees	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Management Fees	$	3,333	$	3,333	$	3,333	$	3,333	$	3,333	$	3,333	$	-  $	-  $	-  $	-  $	-	$	-  $	20,000	
Information Technology	$	150	$	150	$	150	$	150	$	150	$	150	$	-  $	-  $	-  $	-  $	-	$	-  $	900	
Website Maintenance	$	100	$	100	$	100	$	100	$	100	$	100	$	-  $	-  $	-  $	-  $	-	$	-  $	600	
Telephone	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Postage & Delivery	$	4	$	8	$	25	$	20	$	37	$	3	$	-  $	-  $	-  $	-  $	-	$	-  $	97	
Insurance	$	5,200	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	5,200	
Printing & Binding	$	2	$	3	$	-	$	-	$	-	$	1	$	-  $	-  $	-  $	-  $	-	$	-  $	6	
Legal Advertising	$	133	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	133	
Other Current Charges	$	54	$	55	$	672	$	46	$	41	$	40	$	-  $	-  $	-  $	-  $	-	$	-  $	908	
Office Supplies	$	0	$	0	$	0	$	0	$	0	$	0	$	-  $	-  $	-  $	-  $	-	$	-  $	1	
Travel Per Diem	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Dues, Licenses & Subscriptions	$	175	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	175	
Total Administrative:	$	17,868	$	7,553	$	6,016	$	6,546	$	6,057	$	8,296	$	-  $	-  $	-  $	-  $	-	$	-  $	52,337	

Operations & Maintenance									
Contract Services
Field Management	

$	-	

$	-	

$	-	

$	-	

$	-	

$	1,250	

$	-  $	-  $	-  $	-  $	-	

$	-  $	1,250	
Amenities Management	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Landscape Maintenance	$	900	$	900	$	900	$	900	$	900	$	900	$	-  $	-  $	-  $	-  $	-	$	-  $	5,400	
Lake Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Pool Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Pest Control	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Janitorial Services	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-	$	-  $	-	
Contract Services Subtotal:	$	900	$	900	$	900	$	900	$	900	$	2,150	$	-  $	-  $	-  $	-  $	-	$	-  $	6,650	

6

	Oct	Nov	Dec		Jan	Feb	March	April	May	June	July	Aug	Sept	Total		

Repairs & Maintenance																	
Landscape Replacement	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Irrigation Repairs	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
General Repairs & Maintenance	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Alleyway & Sidewalk Maintenance	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Signage	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Walls - Repair/Cleaning	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Fencing	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	
Repairs & Maintenance Subtotal:	$		-  $	-  $	-  $		-  $	-  $	-  $	-  $		-  $	-  $		-  $	-  $	-  $	-	

Utilities																	

Amenity Center - Electric	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Amenity Center - Water	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Electric	$	406	$	50	$	953	$	752	$	880	$	857	$	-  $	-  $	-  $	-  $	-  $	-  $	3,899	
Water & Sewer	$	14	$	949	$	1,944	$	18	$	1,214	$	18	$	-  $	-  $	-  $	-  $	-  $	-  $	4,157	
Streetlights	$	6,505	$	6,505	$	6,505	$	6,505	$	6,505	$	6,505	$	-  $	-  $	-  $	-  $	-  $	-  $	39,030	
Utilities Subtotal:	$	6,925	$	7,504	$	9,403	$	7,275	$	8,600	$	7,380	$	-  $	-  $	-  $	-  $	-  $	-  $	47,086	

Amenities
Property Insurance	

$	-	

$	-	

$	-	

$	-	

$	-	

$	-	

$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Pool Attendants	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Facility Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Pool Repairs & Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Pool Permits	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Access Cards & Equipment Supplies	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Fire Alarm & Security Monitoring	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Fire Alarm & Security Monitoring Repairs	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Fire Extinguisher Inspections	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Amenity Signage	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Repairs & Maintenance	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Office Supplies	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Operating Supplies	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Special Events	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Termite Bond	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Amenities Subtotal:	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	

Other
Contingency	

$	-	

$	-	

$	-	

$	-	

$	-	

$	-	

$	-  $	-  $	-  $	-  $	-  $	-  $	-	
Other Subtotal:	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-	
								
Total Operations & Maintenance:	$	7,825	$	8,404	$	10,303	$	8,175	$	9,500	$	9,530	$	-  $	-  $	-  $	-  $	-  $	-  $	53,736	
								
Total Expenditures:	$	25,694	$	15,957	$	16,319	$	14,721	$	15,557	$	17,825	$	-  $	-  $	-  $	-  $	-  $	-  $  106,073	
								
Excess Revenues (Expenditures)	$	85,061	$	(15,957)	$	238,312	$	37,176	$	(15,557)	$	(17,825)	$	-  $	-  $	-  $	-  $	-  $	-  $  311,209	

7

Wellness Ridge
Community Development District Long Term Debt Report

SERIES 2023, SPECIAL ASSESSMENT REVENUE BONDS	
INTEREST RATES:	4.250%, 5.125%, 5.375%		
MATURITY DATE:	6/15/2053		
OPTIONAL REDEMPTION DATE: RESERVE FUND DEFINITION
RESERVE FUND REQUIREMENT	6/15/2033
50% MAXIMUM ANNUAL DEBT SERVICE
$261,231		
RESERVE FUND BALANCE	$261,231		
BONDS OUTSTANDING - 04/20/23		$7,855,000	
CURRENT BONDS OUTSTANDING		$7,855,000	

8

Wellness Ridge
Community Development District Special Assessment Receipt Schedule Fiscal Year 2024

ON ROLL ASSESSMENTS

Gross Assessments $ Net Assessments	$

270,654.19  $
254,414.94  $

306,074.41  $
287,709.95  $

576,728.60
542,124.88

46.93%	53.07%	100.00%
Series 2023
Date	Distribution	Distribution Period	Gross Amount	Commissions	Discount/Penalty	Interest	Net Receipts	O&M Portion	Debt Service	Total	

12/11/23	
ACH		
DEBT	
$306,074.41	
($6,121.55)	
($11,998.39)	
$0.00	
$287,954.47	
$0.00	
$287,954.47	
$287,954.47	
12/11/23	ACH		MAINT	$270,654.19	($5,413.08)	($10,610.32)	$0.00	$254,630.79	$254,630.79	$0.00	$254,630.79	
		TOTAL		$	576,728.60	$	(11,534.63)  $	(22,608.71)  $	-	$	542,585.26	$  254,630.79	$	287,954.47	$	542,585.26	

100%
0

Net Percent Collected Balance Remaining to Collect

DIRECT BILL ASSESSMENTS

Lennar Homes LLC 2024-01			
Net Assessments	
$442,339.93	
$207,586.43	
$234,753.50	
Date
Received	Due
Date	Check
Number	
Net Assessed	Amount
Received	Operations &
Maintenance	Series 2023
Debt Service	
10/23/23	11/1/23	2114437	$221,169.97	$221,169.97	$103,793.22	$117,376.75	
1/16/24	2/1/24	2164499	$110,584.98	$110,584.98	$51,896.60	$58,688.38	
	5/1/24		$110,584.98				
			$442,339.93	$331,754.95	$155,689.82	$176,065.13	

9