Wellness Ridge Community Development District
Agenda April 22, 2026

Agenda

April 15, 2026

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 22, 2026 at 11:00 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 25, 2026 Meeting
Discussion of E-Bike Safety Incident
Review of Proposed Wellness Ridge CDD Amenity Policies and Authorization to Set Rule Hearing – Modified
Review of RFP for Landscape Maintenance and Authorization to Issue
Update on Boundary Amendment – Modified
Consideration of Amended and Restated Resolution 2025-05
Staff Reports
Attorney
Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Status of Construction Funds & Requisitions
District Manager’s Report
Approval of Check Register
Balance Sheet and Income Statement
Field Manager’s Report
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 25, 2026 at 11:00 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 telephone
Michelle Dudley	Assistant Secretary by telephone
Christopher Forbes	Assistant Secretary
Carrie Dazzo	Assistant Secretary Also present were:
George Flint	District Manager
Jay Lazarovich	District Counsel
John Prowell	District Engineer by telephone
Alan Scheerer	Field Manager
Karly Chambers	GMS
Lisa Krivan	Lennar Homes by telephone

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 none,

THIRD ORDER OF BUSINESS	Approval of Minutes of the February 25, 2026
Meeting

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor the Minutes of the February 25, 2026 Meeting were approved as presented.

FOURTH ORDER OF BUSINESS	Consideration	of	Resolution	2026-05
Finalizing the Series 2026 Bonds

March 25, 2026	Wellness Ridge Community Development District

Mr. Flint: Item 4 is Resolution 2026-05 which finalizes the assessments for the Series 2026 bonds. Jay did you want to present the resolution and I'll go over the Supplemental Methodology? Mr. Lazarovich: This resolution is just bringing down the amount set in the delegation resolution to the final number which is $10,030,000. Everything was executed and recorded for
the closing.
Mr. Flint: This is just a formality after the bonds are priced. You had previously adopted a delegation resolution that delegated the authority to go ahead and price and close on the bonds and this is just the final assessment resolution bringing the assessments down to the amount that was actually levied. Attached to the resolution is your Engineer’s Report and the Final Supplemental Assessment Methodology, it should be. It says ‘Preliminary’ but that should indicate ‘Final’. That report reflects the actual pricing if you look at page 11 of the supplemental report which is page 48 of the agenda you can see that the par amount is $10,030,000 and the construction funds are less than that after the other costs are deducted. We'll make sure that the final version of the supplemental gets included in the records.

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor Resolution 2026-05 Finalizing the Series 2026 Bonds was approved, subject to including the Final Supplemental Assessment Methodology report as Exhibit B.

FIFTH ORDER OF BUSINESS	Consideration of Resolutions Approving the
Conveyance	of	Real	Property	and Improvements
Mr. Flint: The next item is three resolutions dealing with conveyance of real property and improvements. Jay, do you want to present these?
Resolution 2026-06 – Wellness Ridge Phase 4
Mr. Lazarovich: Related to the bonds that we just closed that is Assessment Area 3, it included Phases 4 and 6. We had been alerted that the Phase 4 improvements are completed and ready for turnovers, so we prepared the necessary conveyance documents. You’ve seen these before, but this is a Special Warranty deed to turn over the property and a Bill of Sale to turn over the infrastructure improvements. We also included an Agreement Regarding Taxes and an Owner's Affidavit as well as a Certificate of the District Engineer signing off that all the improvements were prepared and constructed in accordance with the plans. We would just look for a motion to

March 25, 2026	Wellness Ridge Community Development District

approve these in substantially final form. We are mandated title review so once we get the title in, we'll just do a quick review and then be able to finalize these documents.
Mr. Morgan: Before we can convey the property to the CDD, has it been conveyed from the land bank to Lennar yet?
Mr. Lazarovich: I don't believe so yet, we wouldn't record it until that was complete.
Mr. Mogan: Do I need to run point on that? Because I know it's a private entity to a private entity, so we can't use CDD attorneys, but do you know if anybody's doing that or going to?
Mr. Lazarovich: I'm not sure if they ordered the title so if it hasn't been turned over, that should be done before prior to us recording.
Mr. Morgan: I’ll make sure that’s done.
Ms. Dudley: I'm currently working on transferring all tracks from the land bank to Lennar. Mr. Morgan: Thank you, Michelle.
Mr. Forbes: Is this Phase 4 and 6 or just Phase 4, because Phase 6 is not complete yet? Mr. Flint: This is just for Phase 4.
Mr. Lazarovich: We’ll bring another one back for 6.
Mr. Flint: And 1B and 3 assuming if any of those have not been from transferred from the land bank to Lennar, they need to be done too.
Mr. Forbes: 1B definitely would be without question because that’s already been transferred to homes and 3 also has to be transferred.
Mr. Lazarovich: I'll just quickly touch on those, Resolutions 2026-07 and -08 are related to Phase 1B which is Assessment Area 1 and then Phase 3 which is Assessment Area 2. This is just cleaning up the paper trail; I do believe that these have been transferred to Lennar title but will confirm that. We just wanted to get it cleaned up so that there is a proper conveyance from Lennar to the CDD.

On MOTION by Mr. Morgan seconded by Ms. Dazzo with all in favor Resolution 2026-06 Approving Conveyance of Real Property and Improvements in Wellness Ridge Phase 4.

Resolution 2026-07 – Wellness Ridge Phase 1B

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor Resolution 2026-07 Approving Conveyance of Real Property and Improvements in Wellness Ridge Phase 1B.

March 25, 2026	Wellness Ridge Community Development District

Resolution 2026-08 – Wellness Ridge Phase 3

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor Resolution 2026-08 Approving Conveyance of Real Property and Improvements in Wellness Ridge Phase 3.

SIXTH ORDER OF BUSINESS	Consideration of Series 2026 Requisition #1
Mr. Flint: We're working with the District Engineer on Requisition #1 for Assessment Area 3. That would consist of the completed improvements in Phase 4 and potentially water and sewer in Phase 6. Board approval is not required in advance of processing the requisition, we have it on the agenda in the event it was final. The conveyances which are assumed in the prior resolution are required to process the requisition so we would ask to authorize up to the amount of the construction account approval for Requisition #1.

On MOTION by Mr. Morgan seconded by Ms. Dazzo with all in favor Series 2026 Requisition #1 was approved in an Amount Not to Exceed amount in the construction account.

SEVENTH ORDER OF BUSINESS	Consideration of Shared Use Agreement with
the Wellness Ridge Homeowner’s Association
Mr. Flint: Next item is consideration of a Shared Use Agreement with the Wellness Ridge Homeowner’s Association for use of the maintenance building that's located in the area of the clubhouse amenity. My understanding is it was always contemplated when those facilities were designed that this would be a shared use facility, regardless of ownership of the facility, to the benefit of the community by allowing the landscape contractors for the HOA and the CDD to collocate the space. It actually benefits the residents of the communities because the maintenance companies are not trailering in equipment to do the mowing and maintenance in the community. This is drafted agreement that was prepared by Counsel, I handed out a preliminary diagram detailing how the space will be delineated. My understanding is there are some permitting issues associated with the improvements that would be required to rip this space up. We can have Board discussion, or you can approve it in substantial form and bring back a final version.
Brief discussion ensued between the Board members regarding the diagram.
Mr. Flint: This is conceptual at this point, and the agreement would be substantial form. If the Board was inclined, you could approve it in substantial form with the understanding that the exhibit will be finalized and non-substantial changes would be made to the final.

March 25, 2026	Wellness Ridge Community Development District

Mr. Forbes: Is there a term?
Mr. Lazarovich: Right now, we have it for a 10-year term with automatic 10-year renewals. Mr. Forbes: Is there any cost to the CDD or HOA?
Mr. Lazarovich: No, there shouldn’t be. We have included the standard language regarding insurance, indemnity and provisions.
Mr. Flint: It’s a two-party agreement, so the HOA would need to review it.
Mr. Forbes: What would happen to the maintenance of the building? I just didn’t know if the CDD shared it, how that would work?
Mr. Morgan: It’s a maintenance building, it doesn’t need to be maintained. Mr. Forbes: Once we get the final form, we will have to deal with it.

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor the Shared Use Agreement with the Wellness Ridge Homeowner’s Association was approved in substantial form.

EIGHTH ORDER OF BUSINESS	Consideration of Proposal from Frank Polly
Sod, Inc. for Wellness Way Phase 3
Mr. Flint: Item 8 is a proposal from Frank Polly Sod for Wellness Way Phase 3. We are in the process of preparing a bid document to bid out all of landscaping, but in the interim, we do need to add Phase 3 to the existing agreement to ensure that it's maintained. Alan?
Mr. Scheerer: This is to add Phase 3 improvements that are currently ready to be maintained by the District. There is, on the map that I created, I did inadvertently highlight lot 1029. I've given Counsel an updated map that basically just omitted that. That actual tract to OS-64 is the purple tract behind the lot, I inadvertently highlighted green as part of the maintenance.
Mr. Morgan: What does purple mean?
Mr. Scheerer: It's the rec center. I try to differentiate rec center from stormwater. Alleyways are this weird pink looking color. This Phase 3 amount was contemplated in the 2026 budget, and we do have areas that are readily maintained and paid for by the District.
Mr. Morgan: That’s just the green?
Mr. Scheerer: Yes, sir. The green and the ponds are part of that rec tract. Mr. Forbes: Do you have a map like this for all of them?
Mr. Scheerer: Yes.
Mr. Forbes: Can you provide a copy of each one of those?

March 25, 2026	Wellness Ridge Community Development District

Mr. Scheerer: Yes, sir. I'm also working on the master map for the RFP.
Mr. Forbes: I’ll work with Yannick to make sure that it’s correct and that we’re on the same page.
Mr. Flint: I think John has a more recent version of that map and I think it would be helpful for him to circulate his last version and we work off that one.
Mr. Scheerer: For the RFP, that's going to be critical because we're going to have future areas on the RFP, like Phase 6 and there's some areas of Phase 4 that aren't quite landscaped yet. And then later I'll ask you a question about Phase 5.

On MOTION by Mr. Morgan seconded by Ms. Dazzo with all in favor the landscape maintenance proposal with Frank Polly Sod, Inc. for Wellness Way Phase 3 in the amount of $6,950 per month was approved.

NINTH ORDER OF BUSINESS	Discussion of Non-Resident Use of Dog Park
Mr. Flint: We had a resident express concern about non-residents using the dog park. As the board knows, the CDD is a government entity so all the common spaces, the non-HOA amenities that are owned by the CDD are open to the public. The public park spaces, the playgrounds, the dog parks, all those currently are open to the public. I think the resident expressed a desire to want to see them limited to resident use only, which is a little unusual. There is a process where the CDD can adopt a non-resident user fee but that's typically only seen when the CDD owns an active recreation space, like a clubhouse, a pool, tennis course, those sorts of things. Not typically in a situation where CDD only owns things like dog parks and playgrounds, because of lack of enforcement capabilities. I wanted to bring this to the Board's attention that there was concern expressed about non-residents using the dog park but as we stand now, all those, recreational CDD owned amenities are open to the public. If you went to downtown Orlando and walked around Lake Eola, that's owned by the City of Orlando. That's a government entity and it's a public park. I don't know if the Board has any desire to look into the non-resident user fee at this point or just take that under future consideration.
Mr. Forbes: I think we have to see what type of use is happening. Right now, technically, one person is complaining.
Mr. Morgan: If it’s really happening, or just somebody from Phase 3 walking over to Phase
1B.

March 25, 2026	Wellness Ridge Community Development District

Mr. Forbes: I think time is needed to understand it. Mr. Morgan: There is no way to regulate it.
Ms. Dazzo: You could put a fence with a gate up.
Mr. Forbes: That is a way in which you could do it. You could easily do that. Then you could tie it in with a key code and you could make it where residents have access.
Ms. Dazzo: How high is the fence?
Mr. Forbes: Four feet. But then you could jump the fence with a dog. I think you could look and see if there's any real problem. This could be just one person that the resident brought up.
Mr. Scheerer: Like you said, it could be somebody just driving over from Phase 2. Mr. Forbes: I wouldn't do anything in this particular time. That would be my opinion.
Mr. Flint: We had it on the agenda for Board discussion and it sounds like you want to wait and see if there’s really a valid issue, so we’ll bring this back in the future if needed.
TENTH ORDER OF BUSINESS	Staff Reports
Attorney
Mr. Flint: Staff Reports. Jay?
Mr. Lazarovich: Not too much this month. We did have the City Council meeting yesterday regarding the extension of contraction petition. It was just the first reading, which was to move forward so, the second reading/public hearing is set for April 14th. That's all I have for the Board this month.
Engineer
Discussion of Pending Plat Conveyances
Status of Permit Transfers
Status of Construction Funds & Requisitions
Mr. Prowell: I’ll recap a couple of things we talked about for clarity to the Board. We’re working on pay requisition #1, we just need talk through what we can initially include to pay. We will work with Jay on the Phase 1B, 3 and 4 conveyances. We are working through the list of improvements and plats for that. We do have a draft of the maintenance map completed through Assessment Area 3. Will get that sent out in the next day or so.
Mr. Flint: That will be great, because as Alan mentioned, we will need that for the RFP for landscaping.
District Manager’s Report

March 25, 2026	Wellness Ridge Community Development District

Approval of Check Register
Mr. Flint presented the check register from February 1, 2026 through March 16, 2026 and Board compensation in the amount of $996,139.31.
Mr. Morgan: What are all the individual SECO Energy amounts? I don’t remember seeing

those.

Mr. Forbes: Streetlights.
Mr. Morgan: We’re paying the individual streetlights to Duke? Mr. Scheerer: That’s the lease.
Mr. Morgan: That’s the lease. But then the power is through SECO? We’re paying that

much a month to lease?
Mr. Flint: It’s unusual in this case. Usually, the entity that's providing the streetlights is also the power provider and it all comes on one bill. But in this situation, SECO provides the electricity and Duke provides the streetlights.
Mr. Morgan: The City of Clermont, they don’t have power. Is that the water? Mr. Flint: Yes.

On MOTION by Mr. Morgan seconded by Ms. Dazzo with all in favor the check register was approved.

Balance Sheet and Income Statement
A copy of the financials was included in the agenda package. No Board action was required.
Presentation of Arbitrage Rebate Calculation Report for the Series 2024 Bonds
Mr. Flint: The Arbitrage Rebate Calculation Report for the Series 2024 Bonds. You retained AMTEC to do this calculation annually and it's just to demonstrate we're not earning more interest than we're paying. You can see we have a negative net rebateable arbitrage of $44,000. So, there's no arbitrage issues. Any question on the report? If not, is there a motion to accept?

On MOTION by Mr. Morgan seconded by Mr. Forbes with all in favor the Arbitrage Rebate Calculation Report for the Series 2024 Bonds was accepted.

Field Manager’s Report

March 25, 2026	Wellness Ridge Community Development District

Mr. Scheerer: We touched on the biggest thing, which was that Phase 3. We are working on the RFP, and we'll be bringing that back at the next meeting. Site visits are ongoing. I did get some proposals from Frank Polly for freeze damage in Phases 1A and 1B, those were approved so they can go through and start changing out any of the dead or damaged plants. We're going to be presenting budgets here soon, so I guess my question is, and this ties to the RFP, is Phase 5 going to be online whatsoever for Fiscal Year 2027?
Mr. Forbes: There will be the wall and another entry sign there as well. That will mimic the one on the South side of the road. So really that's what you'll be dealing with is making the landscaping wall. My understanding is, at this point, there's no to be going vertical in there at that time.
Mr. Scheerer: So, no landscaping along the front of the wall? Mr. Forbes: Yes, it will mimic the other side.
Mr. Scheerer: We’ll have a little bit of landscaping over that that we need to make sure that we’re funding for, and irrigation.
Mr. Forbes: The length of Phase 5 along Wellness Way will have a wall and right-of-way landscaping.
Mr. Flint: This is all conceptual and subject to pending approval of the boundary amendment.
Brief discussion ensued.
Mr. Scheerer introduced Karly Chambers as a new GMS employee.

ELEVENTH ORDER OF BUSINESS	Other Business
Resident Correspondence
Mr. Flint: We did include an email in the agenda going out from a resident in Wellness Ridge, addressed to me, and he requested that these inquiries be included in the public record of the next board meeting. I'll just go through and address the issues. The first section is entitled “administrative fees for anticipated bonds”. He's referring to the proposed build-out budget, which as part of the expansion process, there was a request from the City of Clermont to understand what the impact of the boundary expansion would be on the O&M assessments for the District. As a result, we prepared a build-out budget showing with the expansion compared to the amended 2026 budget. I assume Mr. Fumasi is looking at the build-out budget with the expansion area, assuming that gets approved. He references the Trustee fees, which in the amended FY2026 budget are

March 25, 2026	Wellness Ridge Community Development District

$13,500, and then in the build-out budget, it's $22,500. It’s apparent from his e-mail that he believes these are one-time "Loan application and set up fees." That's not what these are. When the District issues bonds, the Master Trust Indenture designates a Trustee, the Trustee holds the bond funds. They're basically the gatekeeper between the CDD and the bondholders. There are annual fees that are paid to the Trustee, per bond issue. These are not one-time fees, they are ongoing annual fees. The current budget anticipates three bond issues, and we just issued the third one. We've got Assessment Area 1, which is Phase 1; Assessment Area 2, which is Phases 2 and 3; and now we have Assessment Area 3, which is Phases 4 and 6. Those three bond issues comprise the $13,500 in the current budget. The build-out budget, because we weren't sure if there were going to be one additional or two additional bond issues, we included an allowance for two additional bond issues. The $22,500 that you see in the build-out budget with The Sanctuary included anticipates there are five bond issues at $4,500 each. The District is required to have a Trustee per the Master Trust Indenture.
Mr. Forbes: Those have all been included in the budgets, right?
Mr. Flint: Yes, and you’ll see it go up per bond issue by $4,500. We have three bond issues totaling the $13,500. They’re all driven. The same thing with the dissemination fees and with the arbitrage fees. Those are all driven by the number of bond issues we have. The more bond issues, the higher those fees are going to be, and they are annual reoccurring fees. The second issue was dealing with landscape and utility surges. I haven't verified the math, but he says there was a 354% increase to $669,840. Again, as the District grows and develops, additional areas come online and they have to be budgeted for.
Mr. Morgan: And we receive additional assessments to pay for those.
Mr. Flint: Right. The current landscape maintenance budget is $537,840. That number was trued up for what we're actually maintaining right now and what we project the expenses will be through 9/30/26. The build-out budget for landscape maintenance, is $924,240 and that includes all six phases and The Sanctuary which would include Leisurely Way and the stormwater ponds. It is just an estimate out in the future. These are all expenses that will increase over time as more areas come online. The MSTU revenue issue. There is an MSTU revenue and there is an MSTU expense that offset each other. If the expenses are not incurred, the revenue is not realized. If the County decides they don't want to fund the District to do certain things, the District will not be incurring expenses to do those things. This is not necessarily a negative issue, it’s a budget issue

March 25, 2026	Wellness Ridge Community Development District

and we've got offsetting revenue and expenses. Those were the main items in his e-mail and I just wanted to get those in the minutes.
Mr. Morgan: Thank you.

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

THIRTEENTH ORDER OF BUSINESS	Adjournment
Mr. Flint asked for a motion to adjourn the meeting.

On MOTION by Mr. Morgan seconded by Ms. Dazzo with all in favor the meeting adjourned at 11:40 a.m.

Secretary/Assistant Secretary	Chairman/Vice Chairman

Section IV

From: Stacie Vanderbilt svanderbilt@gmscfl.com 
Subject: Fwd: Serious Safety Incident – Urgent Request for Action
Date: April 21, 2026 at 5:21 PM
To:

Begin forwarded message:

From: Juliana Aggio
Subject: Re: Serious Safety Incident – Urgent Request for Action Date: April 6, 2026 at 2:07:52 PM EDT
To: George Flint <gflint@gmscfl.com>

The accident occurred in this area with the tables and benches, just before the playground; there were several strollers there, along with four other mothers, babies in their arms, and some children between the ages of one and two.

Traduzir o email e me ajudar a formular com base no que já me deu no outro chat

Vi que na Flórida e em Clermont não existe nenhuma regra especíﬁca, a não ser que pedestre SEMPRE tem preferência.
Mas também vi que dentro do condomínio podem exisPr normas e regras que tem mais poder do que as da cidade e Estado. Isso podendo incluir regras como:
idade mínima para pilotar
limitar a área onde pode ou não
e até mesmo proibir o uso destes equipamentos no condomínio.

Vale ressaltar, que normas são importantes já que infelizmente, as crianças não tem maturidade e estão andando em alta velocidade, cruzando as ruas sem olhar, pois um acidente grave pode acontecer pela imprudência deles.

Aqui está uma versão em inglês bem estruturada, clara e ﬁrme — mantendo um tom respeitoso, mas ao mesmo tempo mostrando consciência e preocupação:

Subject: ClariﬁcaPon Regarding Rules for Electric Vehicles in the Community Good morning,
Thank you for your response.

I have been looking into the regulaPons, and I understand that in Florida and in Clermont there are no speciﬁc laws addressing this situaPon, other than the fact that pedestrians always have the right of way.

However, I also came across informaPon indicaPng that HOAs may establish their own rules within the community, which can carry more authority than city or state regulaPons in certain contexts. These rules may include:

SeZng a minimum age to operate these vehicles LimiPng where they can or cannot be used
Or even prohibiPng their use within the community

I would also like to emphasize that having clear rules is extremely important. Unfortunately, children o]en do not have the maturity to safely operate these vehicles. I have personally witnessed them riding at high speeds and crossing streets without looking, which creates a serious risk of accidents due to unsafe behavior.

For this reason, I believe it is essenPal to ensure that appropriate guidelines are in place to protect everyone in the community, especially young children.

Thank you again for your a^enPon, and I look forward to your clariﬁcaPon. Best regards,

Em seg., 6 de abr. de 2026, 12:44 PM, George Flint <gﬂint@gmscﬂ.com> escreveu:
Thank you. Were the electric bikes in the playground area or on the sidewalk associated with the street?

On Apr 6, 2026, at 11:44 AM, Juliana Aggio wrote:

Good morning,
Thank you for your prompt response.
I live in Wellness Ridge, at 2787 Vitality Way. The incident occurred directly in front of the playground, which is literally right in front of my home—we do not need to cross any street, just step outside and walk across the grass.
The incident took place in an area that, to our understanding, is intended solely for pedestrians and children. There are benches where mothers typically sit, and at the Pme, I was there with four other mothers and several young children between 1 and 2 years old. The children were close to us, not running around or at a distance.
We had strollers placed in this area, and there were also mothers holding newborn babies at the Pme. Sincerely,

Em seg., 6 de abr. de 2026 às 11:38, George Flint <gﬂint@gmscﬂ.com> escreveu:
Ms. Aggio,

Can you please provide your address and/or the community you are referring to and the vicinity of the locaPon where the incident occurred?

Thanks, George

On Apr 6, 2026, at 11:34 AM, Juliana Aggio wrote:

Good morning. I contacted the HOA last week regarding an accident that occurred last week, and I was instructed to forward the noPﬁcaPon to this email address.

Dear HOA Board / Management Team,

I am wriPng to formally report a serious safety incident that occurred within the condominium premises and to request immediate acPon.

On 04/01/2026, my baby was struck by an adolescent riding an electric bicycle in a common area of the community, speciﬁcally near the playground. This area is primarily intended for young children and families, where safety should be an absolute priority.

Fortunately, despite the incident and the distress caused, my baby is currently well. However, I must express my deep concern regarding the level of risk involved. SituaPons like this could have easily resulted in far more serious consequences, especially considering the vulnerability of young children.

This incident raises serious concerns about the use of electric bicycles (and other motorized devices) in shared spaces, parPcularly in areas designed for children. The operaPon of such devices at speed in environments like playgrounds presents a clear and unacceptable risk to residents.

Given the seriousness of this ma^er, I respectully request:

Formal clariﬁcaPon of the current rules regarding the use of electric bicycles, scooters, and other motorized devices

within the condominium;
An immediate review of these guidelines and, if necessary, the implementaPon of stricter regulaPons, parPcularly in areas frequented by children;
Clear restricPons for locaPons such as playgrounds and pedestrian-priority areas;
EﬀecPve communicaPon of these rules to all residents in order to prevent future incidents.

My intenPon is to ensure that our community remains a safe and secure environment for all residents, especially for children, and to prevent situaPons like this from occurring again—or from resulPng in more severe outcomes in the future.

Thank you for your prompt a^enPon to this ma^er. I look forward to your response at your earliest convenience. Sincerely

Section V

Wellness Ridge Community Development District
Amenity Policies

Adopted 	, 2026

CDD Offices & District Manager:
219 East Livingston Street, Orlando, FL 32801 407.841.5524

Table of Contents
Table of Contents	2
Definitions	3
Introduction & Welcome	4
Sunshine Law Disclosure	5
Field and District Management	5
Community Contacts	5
General Provisions	6
Loss or Destruction of Property or Instances of Personal Injury	7
General District Amenity Facility Policy	7
Electronic Bicycles, Electric Scooters and Other Micromobility Devices	7
Shared-Use Paths and Sidewalks 8
Playground Areas	9
Dog Park	9
Lakes, Ponds, and Natural Areas Within District	10
Wildlife and Contacts	10

Definitions
“Amenity Facilities” or “Amenity” shall mean the properties and areas owned by the District and intended for recreational use and shall include, but not specifically be limited to, parks, multi-purpose paths and dog parks, together with their appurtenant facilities and areas.

“Amenity Facilities Policies” or “Policies” shall mean these Amenity Facilities Policies of the Wellness Ridge Community Development District, as amended from time to time.

“Amenity Manager” shall mean the District Manager or that person or firm so designated by the District’s Board of Supervisors.

“Board of Supervisors” or “Board” shall mean the Wellness Ridge Community Development District’s Board of Supervisors.

“District” shall mean the Wellness Ridge Community Development District.

“District Manager” shall mean the professional management company with which the District has contracted to provide management services to the District.

“Patron” or “Patrons” shall mean any member of the public.
“Vehicle” shall mean any mobile item, whether motorized or not, including, but not limited to, cars, trucks, motorcycles, trailers, storage pods, e-bikes, e-scooters, boats, watercraft, camper, trailer, mopeds, golf carts, buses and motor homes.

Introduction & Welcome

We are pleased to welcome you to the Wellness Ridge Community Development District, and we look forward to introducing you and your family to the wide variety of quality leisure experiences that define the exceptional lifestyle enjoyed by residents and guests. Our team takes great pride in providing amenities maintained to high standards and an atmosphere that is always welcoming and friendly.

Wellness Ridge Community Development District’s facilities. The usage guidelines provided in this document have been thoughtfully established to help maintain the proper utilization of all areas while providing residents with a safe and enjoyable experience.

Our community provides residents with the following amenities:

[Playground]
[Dog Parks]
[Multi-Use Recreational Paths/Trails]
If you have any questions about your parks and recreation amenities, please don’t hesitate to reach out to the District Management team at (407) 841-5524.

Sincerely,

District Manager
Wellness Ridge Community Development District

This Amenity Policies Document has been designed to provide the information needed to begin utilizing the

Sunshine Law Disclosure
Under Florida law, emails to and from district officials are considered a public record. If you do not want your email address released in response to a public records request, do not send electronic mail to district officials. Instead, contact the District Manager’s office by phone (as per Florida Statute 119).

Field Management

Wellness Ridge Community Development District has contracted for Field Management Services to maintain certain amenities (common area landscape, ponds, paths and parks) owned by the Wellness Ridge Community Development District. Please contact the Field Operations Manager with any maintenance concerns on District property.

Phone: (407) 841-5524
Alan Scheerer, Field Operations Manager, ascheerer@gmscfl.com

District Management Offices
Other questions regarding Wellness Ridge Community Development District should be directed to the District Manager.

Wellness Ridge Community Development District 219 East Livingston Street Orlando, Florida 32801
Phone: (407) 841-5524
Fax: (407) 839-1526
https://wellnessridgecdd.com/

Clermont Police Department
Dial 911 in an emergency or to report any criminal activity or Non-Emergency Number (352) 394-5588

General Provisions
The Board of Supervisors (the “Board”) of the District reserves the right to amend, modify, or delete, in part or in their entirety, these Policies when necessary, at a duly noticed Board meeting. However, in order to change or modify rates or fees beyond the increases specifically allowed for by the District’s rules and regulations, the Board must hold a duly noticed public hearing on said rates and fees.
The District Manager shall have the authority to institute temporary amendments, modifications, or other measures necessary for efficient and safe operation of the Amenity Facilities until consideration by the Board at the next duly noticed Board meeting.
Disregard for rules or policies may result in the District taking any and all actions permitted under Florida law including, but not limited to, seeking trespass violations with local enforcement and exercising the District’s powers pursuant to Chapter 190, Florida Statutes.
All hours of operation, including holiday schedules, of the Amenity Facilities will be established and published by the District Manager (unless otherwise specified herein).
The District’s Amenity Facilities are not attended. Patrons using the District’s property, including the District’s Amenity Facilities, do so at their own risk.
Fireworks of any kind are not permitted on any property owned by the District, including the Amenity Facilities.
Only District employees or contracted vendors are allowed in service areas of the Amenity Facilities.
The District Manager shall have the authority to waive strict application of any of these Policies when prudent, necessary or in the best interest of the District and Patrons. Such a temporary waiver of policy by the District Manager shall not constitute a continuous, ongoing waiver of said policy, and the District Manager reserves the right to enforce all of these policies at any time he or she sees fit.
Smoking is not permitted at any of the Amenity Facilities.
No alcohol may be consumed, sold, or served on any Property owned by the District, including at the Amenity Facilities.
Patrons shall treat all District staff members with courtesy and respect.
Children must be attended to at all times while utilizing the Amenity Facilities.
The District Manager must approve performances and contracted entertainment on any property owned by the District, including at any Amenity Facility, in advance using the reservation guidelines provided in the Reservation Form available on the District website or from District staff.
Commercial advertisements shall not be posted or circulated in the Amenity Facilities. Petitions, posters or promotional material shall not be originated, solicited, circulated or posted on any property owned by the District, including the Amenity Facilities.
The property owned by the District, including the Amenity Facilities, shall not be used for commercial purposes without written permission from the District Manager. The term “commercial purposes” shall mean those activities that involve, in any way, the provision of goods or services for compensation or advertising.
To the extent permissible under Florida law (Florida law shall prevail in the event of a conflict): firearms or any other weapons are prohibited in the Amenity Facilities during any Board meeting, and as otherwise prohibited in accordance with Florida law.
District Staff reserves the right to authorize all programs and activities, including the number of participants, equipment and supplies usage, facility reservations, etc., at all Amenity Facilities in accordance with the policies established by the Board. The District Manager also has the right to authorize management-sponsored events and programs to better service the Patrons, and to reserve any Amenity Facilities for said events (if the schedule permits).

Loitering (the offense of standing idly or prowling in a place, at a time or in a manner not usual for law-abiding individuals, under circumstances that warrant a justifiable and reasonable alarm or immediate concern for the safety of persons or property in the vicinity) is not permitted at any Amenity Facility.
All Patrons shall abide by and comply with any and all federal, state and local laws and ordinances while present at or utilizing any property of the District, including the Amenity Facilities, and shall ensure that any guest or minor for whom they are responsible also complies with the same. In the event of any conflict between a provision herein and Florida law, Florida law shall prevail. The District is permitted to take any and all available actions under Florida law to ensure compliance with the provisions herein.

Loss or Destruction of Property or Instances of Personal Injury
Each Patron shall assume sole responsibility for his or her property. The District and its contractors shall not be responsible for the loss or damage to any private property used or stored on or in any of the Amenity Facilities.
Patrons shall be liable for any property damage and/or personal injury at the Amenity Facilities, or at any activity or function operated, organized, arranged or sponsored by the District or its contractors, which is caused by the Patron or the Patron’s guest or family member(s). The District reserves the right to pursue any and all legal and equitable measures necessary to remedy any losses it suffers due to property damage or personal injury by a Patron.
Any Patron or other person who, in any manner, makes use of or accepts the use of any apparatus, appliance, facility, privilege or service whatsoever owned, leased or operated by the District or its contractors, or who engages in any contest, game, function, exercise, competition or other activity operated, organized, arranged, or sponsored by the District, either on or off the Amenity Facilities’ premises shall do so at his or her own risk, and shall hold the Amenity Facilities’ owners, the District, the Board of Supervisors, District employees, District representatives, District contractors and District agents harmless from any and all loss, cost, claim, injury, damage or liability sustained or incurred by him or her, resulting therefrom and/or from any act of omission of the District, or their respective operators, supervisors, employees representatives, contractor or agents. Any Patron shall have, owe and perform the same obligation to the District and their respective operators, supervisors, employees, representatives, contractors and agents hereunder with respect to any loss, cost, claim, injury, damage or liability sustained or incurred by any Guest or family member of such Patron.

General District Amenity Facility Policy
All Patrons using the Amenity Facilities are expected to conduct themselves in a responsible, courteous and safe manner, in compliance with all policies and rules of the District governing the Amenity Facilities. Violation of the District’s policies and/or misuse or destruction of Amenity Facility equipment may result in the suspension or termination of District Amenity Facility privileges with respect to the offending Patron in accordance with District Policies.
Hours: The District Amenity Facilities are available for use by Patrons during normal operating hours to be established and posted by the District and Field Manager.
Emergencies: After contacting 9-1-1 if required, all emergencies and injuries on District property must be reported to the District Manager by phone: (407) 841-5524.

Please note that certain Amenity Facilities are unattended facilities.
Persons using the Amenity Facilities do so at their own risk.

Electronic Bicycles, Electric Scooters and Other Micromobility Devices
The District recognizes that the use of e-bikes, e-scooters, motorized skateboards, and any other battery-powered, electric-powered, or motor-assisted personal mobility device may be used by residents within the community; however, to protect the health, safety and welfare of all residents and guests within the District, and in accordance with Florida Statutes, the following rules shall apply to such use on, over or through District-owned property:
E-bikes, e-scooters, and similar battery powered micromobility devices designed for personal transportation may not be used on any District-owned [green spaces, playgrounds or similar recreation tracts]. The use of any e-bikes, e-scooters, and similar battery powered micromobility devices shall be limited to District-owned shared-use paths, trails and sidewalks, in accordance with the following:
Pedestrians shall have the absolute right-of-way at all times. Operators of e-bikes and e-scooters must yield to pedestrians, runners, children, strollers, pets, and all other traffic.
Any person operating e-bikes, e-scooters, and similar battery powered micromobility devices on shared pathways shall yield to pedestrians and provide an audible signal before passing them.
The speed of e-bikes, e-scooters, and similar battery powered micromobility devices on sidewalks or pedestrian-designated areas shall not exceed more than 10 miles per hour when a pedestrian is within 50 feet.
No person under the age of 16 years may operate an e-bike or e-scooter on District property unless directly supervised by a parent, legal guardian, or other responsible adult.
Reckless or unsafe operation is strictly prohibited, including but not limited to:
excessive speeding
having more than one rider on such devices
abruptly crossing streets or intersections without stopping and observing traffic
operating while distracted, including use of headphones or mobile devices
stunts, wheelies, racing, or similar hazardous conduct
E-bikes and e-scooters may not be parked, left unattended, or stored in a manner that obstructs sidewalks, paths, Amenity Facility entrances, or emergency access routes.
E-bikes and e-scooters are strictly prohibited within pools, playground areas and any other areas designated by signage or by District staff.

The restrictions set forth herein shall apply to all District-owned or District-controlled property, including but not limited to:
shared-use paths
sidewalks adjacent to District property
parks and open space areas
clubhouse and parking lot areas
playground and pool areas
all other Amenity Facilities
Any person operating such device(s) in violation of the rules herein may be directed to immediately cease use and leave the premises. Violations may result in suspension or termination of Amenity privileges. Violations or refusal to comply may also be referred to local law enforcement.
This section shall not apply to authorized District personnel, contractors, law enforcement, or emergency responders operating equipment in the course of official duties.

Shared-Use Paths
Wellness Ridge Community Development District offers shared-use paved paths used by a range of non-motorized travelers. Generally, these paths are most frequently used by pedestrians but are also used by runners, joggers, strollers, pet-walkers, or by people-powered equipment such as bicycles, big wheels, scooters, skateboards, roller skates, roller blades, etc.
No motorized vehicles (i.e., off-road motorbikes, dirt bikes, mini dirt bikes, dune buggys, ATVs, golf carts), other than maintenance vehicles and those micromobility devices within Section 4 herein, may be used on District paths, trails or sidewalks at any time. Any such motorized vehicle will be reported to the local Police Department. Pedestrians, pets, and people-powered equipment such as strollers, bicycles, scooters, skateboards, big wheels, roller skates, roller blades and skateboards are allowed on paths and trails, including certain micromobility devices in accordance with the terms herein.
Illegal motorized vehicles on paths, trails, or sidewalks will be reported to the Clermont Police Department. Disregard for rules or policies may result in expulsion from the Amenity Facilities and/or loss of Amenity Facility privileges in accordance with the Suspension and Termination Rules.
Hours of Use: paths and trails are open Dawn to Dusk.
Patrons should stay on paths and trails; trespassing on private residential property is illegal.
Patrons should keep to the right, unless passing.
Patrons should yield to oncoming traffic.
Bicycle users should yield to pedestrians and use proper path and trail etiquette such as using bells to warn pedestrians when passing.
Patrons should not travel more than two abreast.
Patrons should not stand or stop in middle of the path or trail.

Playground Area
The outdoor areas of Wellness Ridge Community Development District are maintained for the use of the public. The policies below adhere to any and all outdoor spaces.

The playground area is available for use by the public on a first-come, first-serve basis.
The playground is open from Dawn to Dusk.
No alcohol may be consumed, sold, or served at any Amenity Facilities including outdoor spaces.
Patrons shall comply with all posted signage.
Bikes, rollerblades, skateboards and equipment with wheels are prohibited for use within the parks.
No chalking or marking any outdoor areas.
Pets must be kept on leash and Patrons must pick up and dispose of pet waste in appropriate receptacles.
Profanity, fighting or disruptive behavior will not be tolerated.
Smoking is not permitted in public spaces.
Amplified sound systems and DJs are prohibited unless it is part of a program approved by the District.
Patrons must clean up after themselves and dispose of trash in the appropriate receptacles.
Removal of any furniture, equipment or items owned by the District is prohibited.
All other general facility rules apply.

Dog Park(s)
Dog parks are available within Wellness Ridge, for the enjoyment of the public and their four-legged friends.

Dog Parks are open Dawn to Dusk
Use of Dog Park is at your own risk.
Patrons are legally responsible for the behavior of their dogs at all times.
Dogs must be leashed while entering and exiting the park.
Dog waste must be cleaned up by their owners immediately.
The dog park may only be reserved for a community approved program or event. All
scheduled events will be posted.
Patrons must be within the dog park and supervising their dog with leash readily available.
Dog handlers must be at least 16 years of age (if a guest) or 14 years of age (if a resident).
Patrons shall comply with all posted signage.
Aggressive dogs must be removed immediately.
Dogs should be under voice control.
Dog handlers must not allow their dog to dig holes or otherwise destroy or damage any equipment or landscaping.
Human food is prohibited at the dog park.
Dog food and treats are prohibited at the dog park.
Glass containers are prohibited at the dog park.
Female dogs in heat are prohibited at the dog park.
Puppies under four months are prohibited at the dog park.
Patrons must use caution when bringing toys, Frisbees, and balls to the park, as this may solicit protective and territorial behavior that may result in fighting.
As a courtesy to others, dog owners should properly vaccinate and pest treat their dogs before they use any shared facilities such as the dog park.
All other general facility rules apply.

Lakes, Ponds, and Natural Areas Within District
The lakes and ponds throughout the community are designed and maintained for the health of the stormwater management system and for the visual enjoyment of our community.

No fishing is permitted in District-managed bodies of water. Patrons shall not trespass on private property of another resident or enter any prohibited service areas for District staff or maintenance personnel.

It is important to note that these bodies of water are habitats to wildlife (including alligators) living within our community. Anyone near said water bodies are there at their own risk. District waterbodies may be deep and those nearby District waterbodies are there at their own risk.
No swimming or wading are allowed in any body of water.
No watercrafts of any kind are allowed in any body of water except for lake/pond maintenance vehicles. Any violation of this policy will be reported to local authorities.

The following is the policy statement of the District as it regards to the natural tree protection, wetland and

upland buffer areas that are scattered in large numbers throughout the District. The policy statement is consistent with the policies of other governments including Lake County, City of Clermont and the St. Johns River Water Management District (SJRWMD) as it regards their natural, conservation tree protection and wetland conservation/preservation areas:

The natural areas are not intended to be maintained. These areas are to be left untouched to allow for nature to take its normal course. Vegetation that dies including, but not limited to, trees, are left to fulfill their role in nature’s process.
Trees, within or immediately adjacent to these areas, that have died and appear to pose a threat of falling and damaging an abutting property owner’s property may be addressed by the abutting property owner after securing permission to remedy the situation from the District and all required permits from all authorities having jurisdiction including Lake County, City of Clermont and SJRWMD. Such abutting property owner must initially contact the District for permission to address the removal or remediation of the threatening situation and shall then be responsible for any needed permitting or review by Lake County, City of Clermont and/or SJRWMD. Permitted trimming and/or removal, where warranted, shall be done at the expense of the abutting property owner. The goal is to minimize disturbance these areas.

In the event that a tree does fall onto another’s property, that property owner has the right to cut back or limb the tree as necessary to their individual property line. The rest of the tree is to be left as-is. This would also pertain to normal maintenance, which would allow an owner to trim back any encroaching vegetation to their property line. No one is allowed to encroach into the nature areas for any reason, from maintenance to placement of personal property, of any kind.

Wildlife and Contacts

In the event of an emergency situation, please call 911.

Please do not disturb or agitate wildlife encountered while in the community.

For any stray domestic animals, please contact Lake County Animal Services for assistance.

Section VI

WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT

LANDSCAPE / GROUNDS MAINTENANCE SERVICES
REQUEST FOR PROPOSALS NO. 2026-100

PROJECT MANUAL
ISSUE DATE: MAY 1, 2026

TABLE OF CONTENTS
PUBLIC NOTICE	3
INSTRUCTIONS TO PROPOSERS	5
EVALUATION CRITERIA	12
PROPOSAL SUMMARY FORM	14
AFFIDAVIT REGARDING PROPOSAL	15
PROPOSAL FORM	17
SWORN	STATEMENT	UNDER	SECTION 287.133(3)(A) FLORIDA STATUTES, REGARDING PUBLIC ENTITY CRIMES	30
SWORN STATEMENT PURSUANT TO SECTION 287.135(5), FLORIDA STATUTES,

REGARDING SCRUTINIZED COMPANIES WITH ACTIVITIES IN SUDAN LIST OR SCRUTINIZED COMPANIES WITH ACTIVITIES IN THE IRAN PETROLEUM ENERGY SECTOR LIST	33
ANTI-HUMAN TRAFFICKING AFFIDAVIT	35
SAMPLE LANDSCAPE & IRRIGATION MAINTENANCE AGREEMENT	36
SCOPE OF SERVICES	50
MAPS OF SERVICE AREAS	63

PUBLIC NOTICE

Request for Proposals
Landscape and Irrigation Maintenance Services Wellness Ridge community development district
Lake County, Florida

Notice is hereby given that the Wellness Ridge Community Development District (“District”) will accept proposals from qualified firms (“Proposers”) interested in providing landscape and irrigation maintenance services, all as more specifically set forth in the Project Manual. The Project Manual, including among other materials, contract documents, project scope and any technical specifications, will be available beginning Friday, May 1, 2026, at 9:00 AM (EST). The Project Manual is available by emailing Stacie Vanderbilt, Governmental Management Services, Central Florida, LLC, 219 E. Livingston St., Orlando, FL 32801, at svanderbilt@gmscfl.com.
Proposal Requirements. In order to submit a proposal, each Proposer must: (1) be authorized to do business in Florida; (2) hold all required state and federal licenses in good standing; (3) have at least five
(5) years of experience as a landscape and irrigation maintenance contractor. Copies of the Project Manual will not be available at that meeting. The District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the proposal opening, and to provide notice of such changes only to those Proposers who have requested a copy of the Proposal Manual via email.
Submission of Proposals. Firms desiring to provide services for this project must submit proposals no later than Monday, June 15, 2026, at 2:00 PM (EST) at Governmental Management Services, Central Florida, LLC, 219 E. Livingston St., Orlando, FL 32801, Attention: District Manager. The proposals will be publicly opened at that time and place. Proposals shall be submitted in a sealed package, shall bear the name of the Proposer on the outside of the package and shall clearly identify the project. Proposals received after the time and date stipulated above may be returned un-opened to the Proposer. Any proposal not completed as specified or missing the required proposal documents may be disqualified.

Protests. Any protest regarding the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual, must be filed in writing within seventy-two (72) hours after the first advertisement of the Request for Proposals. 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. Additional information and requirements regarding protests are set forth in the Project Manual and the District’s Rules of Procedure, which are available from the District Manager at 219 E. Livingston St., Orlando, FL 32801.
Evaluation of Proposals. The Board is expected to evaluate the proposals at a public meeting on Wednesday, June 24, 2026 at 11:00 AM (EST), at 2525 Oakley Seaver Dr. Clermont Florida 34711. Rankings will be made based on the Evaluation Criteria contained within the Project Manual. Price will be one factor used in determining the proposal that is in the best interest of the District, but the District explicitly reserves the right to make such award to other than the lowest price proposal. The District has the right to reject any and all proposals and waive any technical errors, informalities or irregularities if it determines in its discretion it is in the best interest of the District to do so. Any and all questions relative to this project shall be directed in writing by e-mail only to Stacie Vanderbilt at svanderbilt@gmscfl.com no later than Monday, June 1, 2026, at 5:00 PM (EST).

NOTICE OF MEETINGS

Unless certain circumstances exist where a public opening is unwarranted, all proposals will be publicly opened at a special meeting of the District to be held at 2:00 PM (EST), Monday, June 15, 2026, at the offices of Governmental Management Services, Central Florida, LLC, 219 E. Livingston St., Orlando, FL 32801. Proposer names and total pricing will be announced at that time, provided that Proposals may be maintained on a confidential basis to the extent permitted by Florida law. No decisions of the District’s Board of Supervisors will be made at that time. The Board is expected to evaluate the proposals at a public meeting on Wednesday, June 24, 2026, at 11:00 AM (EST), at 2525 Oakley Seaver Dr. Clermont Florida 34711. A copy of the agenda for either meeting can be obtained from the District Office at 219 E. Livingston St., Orlando, FL 32801 or by phone at (407) 841-5524.
The meetings are open to the public and will be conducted in accordance with the provisions of Florida law. There may be occasions when one or more Board Supervisors or staff members will participate by telephone. At the above locations will be present a speaker telephone so that any Board Supervisor or staff member can attend the meetings and be fully informed of the discussions taking place either in person or by telephone communication. The meetings may be continued in progress without additional notice to a time, date, and location stated on the record. If anyone chooses to appeal any decision of the Board with respect to any matter considered at a public meeting, such person will need a record of the proceedings and should accordingly ensure that a verbatim record of the proceedings is made which includes the testimony and evidence upon which such appeal is to be based.

Any person requiring special accommodations to participate in the meetings is asked to advise the District Office at (407) 841-5524, at least 48 hours before either 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.
Wellness Ridge Community Development District George S. Flint,
District Manager

WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT

Landscape & Irrigation Maintenance Services
Lake County, Florida

INSTRUCTIONS TO PROPOSERS

DATE	EVENT	
May 1, 2026	RFP Notice is issued; RFP package available for
download.	
May 4, 2026 – May 29, 2026	Site inspections available.
Please contact Alan Scheerer, Field Manager at 407-841-5524 or Ascheerer@gmscfl.com to schedule a
time to visit the site. No verbal interpretations or answers will be given at site visits.	
June 1, 2026 at 5:00 PM (EST)	Deadline for questions (in writing only).	
June 15, 2026 at 2:00 PM (EST)	Proposal submittal deadline; bid opening.	
June 24, 2026 at 11:00 AM (EST)	Board meeting for evaluation of proposals	

DUE DATE. Sealed proposals (“Proposals”) must be received from interested parties (“Proposer”) no later than Monday, June 15, 2026, at 2:00 PM (EST) at Governmental Management Services Central Florida, LLC, 219 E. Livingston St., Orlando, FL 32801, Attention: District Manager. Unless certain circumstances exist where a public opening is unwarranted, proposals will be publicly opened at that time. Proposals received after the time and date stipulated above will not be considered.

Submission of Proposal. Submit one (1) original hard copy & one (1) digital PDF copy (flash drive or disc required – no email submissions accepted), along with other requested attachments, at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the project title and name and address of the Proposer and accompanied by the required documents. Proposals may be mailed or hand-delivered, but the Proposer is solely responsible for ensuring that the Proposal is received by the applicable deadline. If the Proposal is sent through the mail or other delivery system, the sealed envelope shall be enclosed in a separate envelope with a notation “RESPONSE TO REQUEST FOR PROPOSALS
- Wellnesss Ridge Community Development District – Landscape & Irrigation Maintenance ENCLOSED” on the face of it. All costs to prepare and submit a response shall be borne by the Proposer.

Signature on Proposal. Each Proposer must correctly execute all forms, affidavits, and acknowledgments for which signature and notary blocks are provided. Anyone signing the Proposal as agent shall file with the Proposal legal evidence of his authority to do so.

Familiarity with the Project. The Proposer, by and through the submission of the Proposal, agrees that he shall be held responsible for having heretofore examined the project site, the location of all proposed work and for having satisfied himself from his own personal knowledge and experience or professional advice as to the character, conditions, and location of the site, the nature of the turf, shrubs, trees, palms, vegetation, weeds, sprinklers and irrigation systems, roads, sidewalks and paved paths, ground, surface and subsurface, and any other

conditions surrounding and affecting the work, any obstruction, the nature of any existing construction, and all other physical characteristics of the job, in order that the Proposer may include in the prices which the Proposer proposes all costs pertaining to the work and thereby provide for the satisfactory landscape and irrigation maintenance thereof.
The Proposer agrees to accept the site in an “as is” condition, and hold its prices for the period set forth in this proposal package, regardless of any changes to the site that may occur from the time of Proposal submission and through the time of contract award and the start of any work under the contract. The Proposer, in preparing the Proposal, shall take into consideration that work by other contractors may be in progress at or near the site and that the Proposer shall not interfere with work done by such other contractors.

PROJECT MANUAL. The “Project Manual” and any addenda thereto, will be available by request from Brittany Brookes at bbrookes@gmscfl.com.

Qualifications	of	Proposer;	Mandatory	and	Permissive
Requirements. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience to do the work specified herein at the sole and absolute discretion of the District. The Proposer shall submit with its Proposal satisfactory evidence of experience in similar work and show that it is fully prepared with the necessary organization, capital, and equipment to complete the work to the satisfaction of the District. The following are mandatory minimum qualifications. All other requirements will be considered in the evaluation process and may affect scoring or responsiveness. Notwithstanding anything else within the Project Manual, the only mandatory requirements of this Project Manual are that each Proposer must (1) be authorized to do business in Florida, (2) hold all required state and federal licenses in good standing; (3) have at least five (5) years of experience as a landscape and irrigation maintenance contractor. All other requirements set forth in the Project Manual shall be deemed “permissive,” in that a Proposer’s failure to meet any requirement described in mandatory terms such as “shall,” “will,” “mandatory,” or similar language does not automatically disqualify the Proposer’s Proposal, but instead in the Board’s discretion may result in the disqualification of a Proposal or alternatively may be taken into account in the evaluation and scoring of the Proposal.

Collusion Prohibited. 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.
INTERPRETATIONS AND ADDENDA. All questions about the meaning or intent of the Project Manual are to be directed in writing, via e-mail only, to Brittany Brookes at bbrookes@gmscfl.com. Additionally, the District reserves the right in its sole discretion to make changes to the Project Manual up until the time of the Proposal opening. Interpretations or clarifications considered necessary in response to such questions will be issued by Addenda to all parties. Questions received after Monday, June 1, 2026, at 5:00 PM (EST) will not be answered. Answers to all questions will be provided to all Proposers by e-mail. Only questions answered by formal written Addenda will be binding. No interpretations will be given verbally. No inquiries will be accepted from subcontractors; the Proposer shall be responsible for all queries.

Modification and Withdrawal. Proposals may be modified or withdrawn by an appropriate document duly executed and delivered to the place where Proposals are to be submitted at any time prior to the time and date the proposals are due. No Proposal may be withdrawn after opening for a period of ninety (90) days.
PROPOSAL FORMS AND BID SHEETS. All blanks on the Proposal forms must be completed in ink or typewritten. The Proposal shall contain an acknowledgment of receipt of all Addenda. In making its Proposal, each Proposer represents that it has read and understands the Project Manual and that the Proposal is made in accordance therewith, including verification of the contents of the Project Manual against the Table of Contents. Bid Sheets: Proposer shall complete an Excel spreadsheet provided with the Project Manual to indicate five years of pricing based on the Scope of Services. Please use the Excel spreadsheet provided as Bid Sheets. All yellow cells on both bid sheets should be completed. Bidder is responsible to check formulas, typos, and all numbers before submittal. Five years of pricing is required. There is also a form for proposed Emergency Clean Up Services that must be included with the proposal submittal.

Proposal Information. All Proposals should include the following information, among other things described herein:

A completed and executed Proposal Form, with all of its four parts and any attachments, as well as executed copies of the Affidavit Regarding Proposal, the Sworn Statement Regarding Public Entity Crimes, the Sworn Statement Regarding Scrutinized Companies, and the Anti-Human Trafficking Affidavit.

A listing of the position / title and corporate responsibilities of key management or supervisory personnel (forms attached). Include resumes for each person listed, and list years of experience in present position for each party listed and years of related experience.
Describe proposed staffing levels, including information on current operations, administrative, maintenance and management staffing of both a professional and technical nature, including resumes for staff at or above the project manager level.

Information related to other projects of similar size and scope for which Proposer has provided, or is currently providing, landscape and irrigation maintenance services (forms attached).

At least 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.

A narrative description of the Proposer’s approach to providing the services as described in the scope of services provided herein.
Bid sheet which is a completed proposal pricing in Excel format based on the Scope of Services. Pricing should be for five years of service. There is also a form for proposed Emergency Clean Up Services that must be included with the proposal submittal.

Copy of current certificate of insurance.

INSURANCE. All Proposers shall include as part of their proposal a current Certificate of Insurance demonstrating that the company’s ability to meet the insurance coverage requirements set forth in the attached contract form provided herein. In the event the Proposer is notified of award, it shall provide proof of the insurance coverage identifying the District, its officers, employees and agents as additional insureds, as stated in the Contract form provided herein, within fourteen (14) calendar days after notification, or within such approved extended period as the District may grant. Failure to provide proof of insurance coverage shall constitute a default.

FINANCIALS. In evaluating and scoring the proposals, the District will consider the financial capability of each Proposer, and as such each Proposer should submit relevant information regarding financial capability. In the event the Proposer is notified of award, the District may in its sole discretion require that the Proposer provide sufficient proof of financial capability, including, if requested, audited financial statements from the last three years.

PRICING. Proposers shall submit their price information on the supplied Excel bid sheets with all yellow spaces completed. There is also a form for proposed Emergency Clean Up Services that must be included with the proposal submittal. Each line item shall be clearly stated and cover all charges including incidental expenses, applicable taxes, insurance, overhead and profit. Proposers will not be allowed to make any substitutions in materials, quantities or frequencies during the proposal process. Proposers shall guarantee that their five year pricing shall not increase but remain consistent with the submitted pricing proposal throughout the term of the contract agreement unless a written submittal for a price increase provided by the contracted service provider is submitted to the Board of Supervisors for consideration at a duly noticed public meeting.
Basis of Award/Right to Reject. The District reserves the right to reject any and all proposals, in its sole and absolute discretion, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

CONTRACT AWARD. The contract awarded pursuant to this RFP is anticipated to commence on October 1, 2026, with an initial term of one (1) year and up to four (4) optional annual renewals, for a total contract term of five (5) years. Within fourteen (14) days of receipt of the Notice of Award from the District or as otherwise extended by the District, the Proposer shall enter into and execute a Contract in substantially the form included in the Project Manual. If a Proposer to whom a contract is awarded forfeits and fails to execute a contract agreement within the aforementioned timeframe, the contract award may be annulled at the District’s option. If the award is annulled, the District may, at its sole discretion, award the contract to the next highest ranked Proposer for the contract work, re-advertise, perform the work by day/temporary labor, or through in-house operations. The District and the selected contractor (“Contractor”) will execute a contract for a specified term. Upon expiration or termination of any existing contract for landscape and irrigation maintenance services, Contractor, if requested by the District, agrees to perform the services on a month-to-month basis until either party has provided the other party written notice of its election to renew or terminate the contract agreement. This RFP does not guarantee that a contract will be awarded. The District reserves the exclusive right to reject any

and all Proposals. The District reserves the right to award by items, groups of items, or total proposal.

Indemnification; Limitation of Liability. The successful Proposer shall fully indemnify, defend and hold harmless the District and its officers, agents, and employees from and against all claims, damages, costs and losses arising, in whole or in part, from Contractor’s negligence or breach of contract, as more fully set forth in the agreement form, provided herein. Nothing herein shall be construed as or constitute a waiver of District’s limitations on liability contained in section 768.28, Florida Statutes, or other statute or law.

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 as well as the District’s operating rules and procedures. Ignorance on the part of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations

Evaluation of Proposals. The proposals shall be ranked based on criteria presented in the Evaluation Criteria sheets contained within the Project Manual. The Board shall review and evaluate the Proposals in their individual discretion, and make any final determination with respect to the award of a final contract that is in the best interests of the District. Chapter 112 of the Florida Statutes will govern any voting conflicts of interest, and as such a voting conflict of interest may arise solely where there is a personal financial interest relating to the contract award. The Board reserves the right to request presentations or conduct interviews prior to final ranking

Proposals may be held by the District for a period not to exceed 90 days from the date of proposal opening for the purposes of reviewing the proposals and investigating the qualifications of the Proposers, prior to executing a contract agreement. During this time, all provisions of the submitted proposal must be in effect, including pricing. The District may visit the Proposer’s facilities as part of the evaluation process. The District also reserves the right to seek clarification from prospective firms on any issue in a response, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District’s best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.
Black-Out Period/Cone of Silence. The black-out period is defined as between the time the Request for Proposals is issued by the District and the time the Board awards the contract. During this black out period, and except as otherwise expressly authorized herein, any attempt to communicate either directly or indirectly with District staff or officials related to this solicitation for goods or services, in person, by mail, by facsimile, by telephone, by electronic mail, or by any other means of communication, will result in disqualification of their award and/or contract. This does not apply to pre-solicitation conferences, contract negotiations, or communications with staff not concerning this solicitation.

REFERENCE TERMS. Any headings in this document are for the purposes of reference only and shall not limit or otherwise affect the meaning thereof. Any reference to gender shall be construed to include all genders, firms, partnerships and corporations. References in the

singular shall be construed to include the plural and references in the plural shall be construed to include the singular.

Additional Terms and Conditions. No additional terms and conditions included with the proposal response shall be evaluated or considered and any and all such additional terms and conditions shall have no force and effect and are inapplicable to this proposal. If submitted either purposefully through intent or design or inadvertently appearing separately in transmitting letters, specifications, literature, price lists or warranties, it is understood and agreed the general and special conditions in this solicitation are the only conditions applicable to this proposal and the Proposer’s authorized signature affixed to the proposal attests to this.

PROTESTS. Any protest relating to the Project Manual, including but not limited to protests relating to the proposal notice, the proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual, must be filed in writing, within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after the initial advertisement; and any protest relating to a decision regarding a contract award or rejection of proposal(s) must be filed within seventy-two (72) hours (excluding Saturdays, Sundays, and official holidays of the State of Florida) after issuance of a notice of such a decision. Such protests must be filed at: Wellness Ridge Community Development District, c/o: Governmental Management Services, Central Florida, LLC, 219 E. Livingston St., Orlando, FL 32801, ATTN: District Manager. A 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 relating to the aforesaid Project Manual.

Any person who files a notice of protest shall provide to the District, simultaneous with the filing of the notice, a protest bond with a responsible surety to be approved by the District and in the amount equal to 1% of the anticipated total contract award (including the initial one year term of the contract and all renewal terms) that is the subject of the protest. If the protest relates to the Project Manual, or a decision to reject all proposals, the protest bond shall be in the amount of Twenty Thousand Dollars ($20,000.00). In the event the protest is successful, the protest bond shall be refunded to the protestor. In the event the protest is unsuccessful, the protest bond shall be applied towards the District’s costs, expenses and attorney’s fees associated with hearing and defending the protest. In the event that the protest is settled, the protest bond may be applied as set forth in the settlement agreement. No proposer shall be entitled to recover any costs of proposal preparation from the District, regardless of the outcome of any protest.

E-VERIFY. The successful Contractor must comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, to the extent required by Florida Statute, the Contractor must register 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 and shall comply with all requirements of Section 448.095, Florida Statutes, as to the use of subcontractors. The District may terminate the Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes. By entering into the Agreement, the Contractor will represent 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 the Agreement.

FOREIGN INFLUENCE. By submitting a proposal, the Proposer agrees to comply with the provisions of Section 286.101, Florida Statutes, regarding disclosures of any current or prior interest of, any contract with, or any grant or gift received from a foreign country of concern if such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous 5 years. Proposer affirms that, except as may be otherwise disclosed or excluded from disclosure under Section 286.101, Florida Statues, Proposer has no such interest in, contract with, or grant or gift from a foreign country of concern as defined in Section 286.101, Florida Statues.
Anti-Human Trafficking Requirements. The successful Contractor must certify that neither it nor its principals utilize coercion for labor or services as defined in Section 787.06, Florida Statutes. The successful Contractor agrees to execute an affidavit certifying the same in compliance with Section 787.06(13), Florida Statutes.

WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT
Request for Proposals – Landscape and Irrigation Maintenance Services

EVALUATION CRITERIA

Factor	Description	Points	

1.	Completeness of Proposal
Completeness of response in accordance with RFP instructions and requirements. Proposal is neat, professional in appearance and organized appropriately.	
5	

2.	Experience
Contractual and technical experience in performing work of similar size and scope; experience working with commercial properties, community development districts, or public agencies; strength and stability of the contractor. This may also include the quality of client references.	

25	

3.	Qualifications of Key Personnel
Qualifications of staff, adequacy of labor commitment, training programs for staff that are going to be assigned to this Project under this contract.	
25	

4.	Machinery, Equipment, and Manpower
Contractor possesses adequate machinery, equipment, and manpower to perform the work for this Project under this contract in a high quality manner or the ability to acquire said machinery, equipment, and manpower prior to contract start date. Financial stability and creditworthiness of contractor will be considered. Contractor should provide Project specific information.	

20	

5.	Cost
Cost Proposal will be evaluated using the following formula:

(Lowest Proposed Cost / Proposer’s Cost)  X  25  =  Total Cost Points

Note: a sum of five (5) years of pricing for current service areas will be considered for purposes of determining the lowest cost proposal.	

25	
Total		100	

Evaluation notes: Once proposals are received, the District’s Board of Supervisors will review each submittal related to the District and score each proposal based on the evaluation criteria, information provided in response to reference checks, and any other information available to the Districts and permitted to be used under law. The District’s award will be based on the proposal that is most advantageous to the District.

The District also reserves the right to seek clarification from prospective firms on any issue in a response for the District, invite specific firms for site visits or oral presentations, or take any action it feels necessary to properly evaluate the submissions and construct a solution in the District’s best interest. Failure to submit the requested information or required documentation may result in the lessening of the proposal score or the disqualification of the proposal response.

Do not attempt to contact any District Board member, staff member or any person other than the appointed staff for questions relating to this RFP. Anyone attempting to lobby District representatives will be disqualified.

WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES
PROPOSAL SUMMARY FORM

NAME OF PROPOSER COMPANY:		
NAME OF PERSON COMPLETING THIS BID: 	
EMAIL: 	

In accordance with the Request for Proposals for Landscape and Irrigation Maintenance, the person completing this proposal on behalf of Proposer agrees to provide all services as described in the detailed Scope and/or Specifications if awarded a contract hereunder. Proposer acknowledges that the contract with the successful proposer is anticipated to start October 1, 2026. All proposals shall be in accordance with the Project Manual.
Annual Contract Proposal Amount Year 1 and Sum of Five Years:

It is important to also submit the Excel spreadsheet provided as bid sheets as part of the project manual. There is one bid sheet for Wellness Ridge CDD. All pricing is submitted based on the Scope of Services included with the Project Manual.

$	
$	
$	

Year 1 Total Wellness Ridge CDD
Sum of Five Year Pricing Wellness Ridge CDD Annual Total Future Phase 4 and 6

Minimum Qualifications: The Proposer has satisfied the following minimum qualifications (initial each):
	(1) authorized to do business in Florida, and
	(2) holds all required state and federal licenses, in good standing;
	(3) has at least five (5) years’ experience with landscape maintenance projects; and

Receipt of Addenda: The Proposer certifies that the Proposer has received the following addenda (list below):
ADDENDA NO.	DATE

		

AFFIDAVIT REGARDING PROPOSAL

STATE OF 	
COUNTY OF 	

Before me, the undersigned authority, appeared the affiant, 	, and having taken an oath, affiant, based on personal knowledge, deposes and states:

I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of 	 for 	 (“Proposer”), and am authorized to make this Affidavit Regarding Proposal on behalf of Proposer.

I assisted with the preparation of, and have reviewed, the Proposer’s proposal (“Proposal”) provided in response to the Wellness Ridge Community Development District’s (“District”) request for proposals for landscape and irrigation maintenance services. All of the information provided therein is full and complete, and truthful and accurate. I understand that intentional inclusion of false, deceptive or fraudulent statements, or the intentional failure to include full and complete answers, may constitute fraud; and, that the District may consider such action on the part of the Proposer to constitute good cause for rejection of the proposal.

I do hereby certify that the Proposer has not, either directly or indirectly, participated in collusion or proposal rigging.
The Proposer agrees through submission of the Proposal to honor all pricing information for ninety (90) days from the opening of the proposals, and if awarded the contract on the basis of this Proposal to enter into and execute the contract in the form included in the Project Manual.
By signing below, and by not filing a protest within seventy-two (72) hours after the initial advertisement of the Request for Proposals, the Proposer acknowledges that (i) the Proposer has read, understood, and accepted the Project Manual; (ii) the Proposer has had an opportunity to consult with legal counsel regarding the Project Manual; (iii) the Proposer has agreed to the terms of the Project Manual; and (iv) the Proposer has waived any right to challenge any matter relating to the Project Manual, including but not limited to any protest relating to the proposal notice, proposal instructions, the proposal forms, the contract form, the scope of work, the maintenance map, the specifications, the evaluation criteria, the evaluation process, or any other issues or items relating to the Project Manual.

The Proposer authorizes and requests any person, firm or corporation to furnish any pertinent information requested by the District, or its authorized agents, deemed necessary to verify the statements made in the Proposal, or regarding the ability, standing, integrity, quality of performance, efficiency, and general reputation of the Proposer.

[signature on following page]

Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Affidavit Regarding Proposal and that the foregoing is true and correct.

Dated this 	 day of 	 2026.

STATE OF 	
COUNTY OF 	

Proposer:		  By:	 Title:		

The foregoing instrument was acknowledged before me by means of ▢ physical presence or	▢	online	notarization	this			day	of		2026,	by
	 of 	, who is personally known to me or who has
produced 	 as identification, and did [ ] or did not [ ] take the oath.

Notary Public, State of Florida

Print Name:		 Commission No.:	  My Commission Expires: 	

PROPOSAL FORM
PART I – GENERAL INFORMATION

Proposer General Information:
Proposer Name 	

Street Address 	

P. O. Box (if any)		

City 	 State 	 Zip Code 	

Telephone 	 Fax no. 	

1st Contact Name		 Title 	

2nd Contact Name		 Title 	

Parent Company Name (if any) 	

Street Address 	

P. O. Box (if any)

 	

City 	 State 	 Zip Code 	

Telephone 	 Fax no. 	

1st Contact Name		 Title 	
2nd Contact Name		 Title 	

Company Standing:
Proposer’s Corporate Form: 	
(e.g., individual, corporation, partnership, limited liability company, etc.)
In what State was the Proposer organized? 	 Date 	
Is the Proposer in good standing with that State? Yes 	 No 	

If no, please explain		

Is the Proposer registered with the State of Florida, Division of Corporations and authorized to do business in Florida? Yes 	 No 	
If no, please explain		

What are the Proposer’s current insurance limits? (Please attach a current certificate of insurance and review the enclosed form of contract for requested insurance limits for this project)

General Liability	$	 Automobile Liability	$	 Workers Compensation   $		 Expiration Date		

Licensure – Please list all applicable state and federal licenses, and state whether such licenses are presently in good standing:

PROPOSAL FORM
PART II – PERSONNEL AND EQUIPMENT

List the location of the Proposer’s office, which would perform work for the District.

Street Address 	

P. O. Box (if any)		

City 	 State 	 Zip Code 	

Telephone 	Fax no. 	

1st Contact Name		 Title 	

2nd Contact Name		 Title 	

Proposed Staffing Levels - Landscape and irrigation maintenance staff will include the following:

		Supervisors, who will be onsite 	 days per week;
		Technical personnel, who will be onsite 	 days per 	; and
		Laborers, who will be onsite 	 days per week.

Officers and Supervisory Personnel – Please complete the pages that follow at the end of this Part regarding the Proposer’s Officers and Supervisory Personnel, and attach resumes for any individuals listed.

Technical Personnel – Does the Proposer currently employ any other technical personnel who have expertise in pesticide application, herbicide application, arboriculture, horticulture, or other relevant fields of expertise? Yes    No    If yes, please provide the following information for each person (attach additional sheets if necessary):
Name:	

Position / Certifications:	

Duties / Responsibilities:	

Percent of Time to Be Dedicated to This Project: 	%

Please describe the person’s role in other projects on behalf of the Proposer:
Project Name/Location:			 Contact:	 Contact Phone: 		 Project Type/Description: 			 Duties / Responsibilities: 		 Dollar Amount of Contract: 			 Proposer’s Scope of Services for Project: 		

Dates Serviced: 	

Equipment – Please complete the pages that follow at the end of this Part regarding the Proposer’s Equipment that will be used in connection with this project.

OFFICERS

PROPOSER:		DATE:	

Provide the following information for key officers of the Proposer and parent company, if any.

NAME	POSITION OR TITLE	
RESPONSIBILITIES	INDIVIDUAL'S RESIDENCE CITY, STATE	

				

				
FOR PARENT COMPANY (if applicable)		

				
				
SUPERVISORY PERSONNEL
WHO WILL BE INVOLVED WITH THE WORK

PROPOSER:		DATE:	

INDIVIDUAL'S NAME	
PRESENT TITLE	
JOB RESPONSIBILITIES	OFFICE LOCATION	% OF TIME TO BE DEDICATED TO THIS PROJECT / #
OF DAYS ON-SITE PER WEEK	YEARS OF EXPERIENCE IN PRESENT POSITION	TOTAL YEARS OF RELATED EXPERIENCE	

							

							

							

COMPANY-OWNED MAJOR EQUIPMENT
TO BE USED IN CONNECTION WITH THE WORK

PROPOSER:		DATE:	

QUANTITY	
DESCRIPTION*	
# OF PROJECTS DEDICATED TO	
STORAGE AND WORK SITE LOCATIONS	

				

				

				

PROPOSAL FORM PART III – EXPERIENCE

Has the Proposer performed work for a community development district previously?
Yes 	 No 		If yes, please provide the following information for each project (attach additional sheets if necessary):

Project Name/Location:		 Contact:	 Contact Phone: 	 Project Type/Description: 		 Dollar Amount of Contract: 		 Scope of Services for Project: 	

Dates Serviced: 	

List the Proposer’s total annual dollar value of landscape and irrigation services work completed for each of the last three (3) years:

2025 =
2024 =
2023 =

Please provide the following information for at least 3 References. Attach additional sheets if necessary.
Project #1 Name/Location:		 Contact:	 Contact Phone: 	 Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

Is this a current contract? Yes 	 No 	

Project #2 Name/Location:		 Contact:	 Contact Phone: 	 Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

Is this a current contract? Yes 	 No 	

Project #3 Name/Location:		 Contact:	 Contact Phone: 	 Your Company’s Scope of Services (i.e. fertilization, mowing, pest control, weed control, thatch removal, irrigation, etc.): 	

Is this a current contract? Yes 	 No 	

Has the Proposer been cited by OSHA for any job site or company office/shop safety violations in the past five years? Yes 	 No 	

If yes, please describe each violation, fine, and resolution		

What is the Proposer’s current worker compensation rating? 	

Has the Proposer experienced any worker injuries resulting in a worker losing more than ten
(10) working days as a result of the injury in the past five years? Yes 	 No 	

If yes, please describe each incident 	

Is the Proposer or any of its affiliates presently barred or suspended from proposing or contracting on any state, local, or federal contracts?
Yes 	 No 		If yes, please provide:

The names of the entities 	

The state(s) where barred or suspended 	

The period(s) of debarment or suspension 	

Also, please explain the basis for any bar or suspension:

List any and all governmental enforcement actions (e.g., any action taken to impose fines or penalties, licensure issues, permit violations, consent orders, etc.) taken against the Proposer or its principals, or relating to the work of the Proposer or its principals, in the last five (5) years. Please describe the nature of the action, the Proposer’s role in the action, and the status and/or resolution of the action.

List any and all litigation to which the Proposer or its principals have been a party in the last five (5) years. Please describe the nature of the litigation, the Proposer’s role in the litigation, and the status and/or resolution of the litigation.

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors filed for bankruptcy, either voluntary or involuntary, within the past 10 years? Yes (_) No (_) If yes, provide the following:

Identify the Case # and Tribunal:	

Describe the Nature of the Action:	

Describe the Proposer’s Role in the Action and Describe the Status and/or Resolution:

Has the Proposer or any of its affiliates (parents or subsidiaries), or any of the Proposer’s officers or principal members, shareholders or investors defaulted on a loan or other financial obligation (e.g., failing to pay subcontractors or materialmen) within the past 10 years? Yes (_) No (_) If yes, please explain:

PROPOSAL FORM
PART IV – PRICING BID SHEETS AND EMERGENCY CLEAN UP SERVICES COSTS
Please submit the Excel spreadsheet provided as bid sheets and part of the project manual. All yellow cells should be filled in. Proposer is responsible to check formulas, math and typos before submittal. Five years of pricing are required. Here is a depiction of the bid sheets – these depictions do not need to be filled in but completed bid sheet (one print copy of bid sheet and electronic format) are required as part of the submittal. Pricing is in accordance with the Scope of Services included in the Project Manual. Please complete the proposed costs for Emergency Clean Up services to be included with the submittal.

EXHIBIT 2 - FEE SUMMARY WELLNESS RIDGE CDD

Proposer:	Property:	Phases 1, 2 and 3

	2026
OCT	2026
NOV	2026
DEC	2027
JAN	2027
FEB	2027
MAR	2027
APR	2027
MAY	2027
JUN	2027
JUL	2027
AUG	2027
SEP	
TOTAL	
GENERAL SERVICES
(Schedule A)													$0	
TURF CARE
(Schedule B)													$0	
TREE / SHRUBCARE
(Schedule C)													$0	
BEDDING PLANTS
(Schedule D)
0 Units Per Rotation													$0	
BED DRESSING
(Schedule D)
Yards of Bed Dressing													$0	
PALM TRIMMING
(Schedule D)
Foxtail Sabal Ribbon													
$0	
IRRIGATION MAINT.
(Schedule E)
Number of Zones													
$0	

TOTAL FEE PER MONTH:	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	Annual Tota	
												$0	$0	

l

Period	Year	Annual Total

October 2026 to September 2027  Year 1
October 2026 to September 2027  Year 2
October 2027 to September 2028  Year 3
October 2028 to September 2029  Year 4
October 2029 to September 2030 Year 5 Sum of Five Year Pricing

(should match annual amount noted above)

EXHIBIT 2 - FEE SUMMARY WELLNESS RIDGE CDD

Proposer:	Property:	FUTURE PHASE 4

	2026
OCT	2026
NOV	2026
DEC	2027
JAN	2027
FEB	2027
MAR	2027
APR	2027
MAY	2027
JUN	2027
JUL	2027
AUG	2027
SEP	
TOTAL	
GENERAL SERVICES
(Schedule A)													$0	
TURF CARE
(Schedule B)													$0	
TREE / SHRUBCARE
(Schedule C)													$0	
BEDDING PLANTS
(Schedule D)
0 Units Per Rotation													$0	
BED DRESSING
(Schedule D)
Yards of Bed Dressing													$0	
PALM TRIMMING
(Schedule D)
Foxtail Sabal Ribbon													
$0	
IRRIGATION MAINT.
(Schedule E)
Number of Zones													
$0	

TOTAL FEE PER MONTH:	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	Annual Tota	
												$0	$0	

l

Period	Year	Annual Total

October 2026 to September 2027  Year 1
October 2026 to September 2027  Year 2
October 2027 to September 2028  Year 3
October 2028 to September 2029  Year 4
October 2029 to September 2030 Year 5 Sum of Five Year Pricing

(should match annual amount noted above)

EXHIBIT 2 - FEE SUMMARY WELLNESS RIDGE CDD

Proposer:	Property:	FUTURE PHASE 6

	2026
OCT	2026
NOV	2026
DEC	2027
JAN	2027
FEB	2027
MAR	2027
APR	2027
MAY	2027
JUN	2027
JUL	2027
AUG	2027
SEP	
TOTAL	
GENERAL SERVICES
(Schedule A)													$0	
TURF CARE
(Schedule B)													$0	
TREE / SHRUBCARE
(Schedule C)													$0	
BEDDING PLANTS
(Schedule D)
0 Units Per Rotation													$0	
BED DRESSING
(Schedule D)
Yards of Bed Dressing													$0	
PALM TRIMMING
(Schedule D)
Foxtail Sabal Ribbon													
$0	
IRRIGATION MAINT.
(Schedule E)
Number of Zones													
$0	

TOTAL FEE PER MONTH:	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	
$0	Annual Tota	
												$0	$0	

l

Period	Year	Annual Total

October 2026 to September 2027  Year 1
October 2026 to September 2027  Year 2
October 2027 to September 2028  Year 3
October 2028 to September 2029  Year 4
October 2029 to September 2030 Year 5 Sum of Five Year Pricing

(should match annual amount noted above)

EMERGENCY CLEAN-UP SERVICES
In the event of a declared emergency or disaster, the following services shall be provided on a time and materials basis, at the rates (which include all costs including but not limited to overhead and profit) set forth below:

Debris removal personnel unit costs:

$	 per Hour

$	 per Hour

$	 per Hour

Debris removal equipment unit costs:

$	 per Hour

$	 per Hour

$	 per Hour

Other emergency/disaster related unit costs:

$	 per Hour

$	 per Hour

$	 per Hour

Costs for equipment and personnel are only payable for when the equipment and personnel are operating. No stand-by time is eligible for payment. Disaster recovery assistance services shall not exceed 70 hours for each declared emergency or disaster without separate authorization. Contractor shall maintain and supply District all necessary and adequate documentation on all emergency/disaster-related services to support reimbursement by other local, state or federal agencies. The District reserves the right to contract with an outside vendor for any or all emergency clean-up services.

SWORN STATEMENT UNDER SECTION 287.133(3)(A),
FLORIDA STATUTES, REGARDING PUBLIC ENTITY CRIMES

THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.

This sworn statement is submitted to Wellness Ridge Development District.

I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of 	 for 	 (“Proposer”), and am authorized to make this Sworn Statement on behalf of Proposer.

Proposer’s business address is 	

Proposer’s Federal Employer Identification Number (FEIN) is 	

(If the Proposer has no FEIN, include the Social Security Number of the individual signing this sworn statement: 	.)

5.

I understand that a "public entity crime" as defined in Section 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any proposal or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.

I understand that "convicted" or "conviction" as defined in Section 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere.
I understand that an "affiliate" as defined in Section 287.133(1)(a), Florida Statutes, means:
A predecessor or successor of a person convicted of a public entity crime; or,

An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another

person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate.

I understand that a "person" as defined in Section 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which proposals or applies to proposal on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity.

Based on information and belief, the statement which I have marked below is true in relation to the Proposer submitting this sworn statement. (Please indicate which statement applies.)

	 Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor any affiliate of the entity, have been charged with and convicted of a public entity crime subsequent to July 1, 1989.

	 The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members or agents who are active in management of the entity or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989, AND (please indicate which additional statement applies):

	 There has been a proceeding concerning the conviction before an Administrative Law Judge of the State of Florida, Division of Administrative Hearings. The final order entered by the Administrative Law Judge did not place the person or affiliate on the convicted vendor list. (Please attach a copy of the final order.)
	 The person or affiliate was placed on the convicted vendor list. There has been a subsequent proceeding before an Administrative Law Judge of the State of Florida, Division of Administrative Hearings. The final order entered by the Administrative Law Judge determined that it was in the public interest to remove the person or affiliate from the convicted vendor list. (Please attach a copy of the final order.)

	 The person or affiliate has not been placed on the convicted vendor list. (Please describe any action taken by or pending with the Florida Department of Management Services.)

Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Sworn Statement under Section 287.133(3)(a), Florida Statutes, Regarding Public Entity Crimes and all of the information provided is true and correct.

Dated this 	 day of 	, 2026.

STATE OF 	
COUNTY OF 	

Proposer:		  By:	 Title:		

The foregoing instrument was acknowledged before me by means of ▢ physical presence or
▢ online notarization this 	 day of 	 2026, by 	 of
	,	who	is	personally	known	to	me	or	who	has	produced
	 as identification, and did [ ] or did not [ ] take the oath.

Notary Public, State of Florida
Print Name:		 Commission No.:	  My Commission Expires: 	

SWORN STATEMENT PURSUANT TO SECTION 287.135(5), FLORIDA STATUTES, REGARDING SCRUTINIZED COMPANIES WITH ACTIVITIES IN SUDAN LIST OR SCRUTINIZED COMPANIES WITH ACTIVITIES IN THE IRAN PETROLEUM ENERGY SECTOR LIST
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
This sworn statement is submitted to Wellness Ridge Community Development District (“District”).
I am over eighteen (18) years of age and competent to testify as to the matters contained herein. I serve in the capacity of 	 for 	 (“Proposer”), and am authorized to make this Sworn Statement on behalf of Proposer.

Proposer’s business address is 	

Proposer’s Federal Employer Identification Number (FEIN) is 	

(If the Proposer has no FEIN, include the Social Security Number of the individual signing this sworn statement: 	.)
I understand that, subject to limited exemptions, Section 287.135, Florida Statutes, declares a company that at the time of proposing or submitting a proposal for a new contract or renewal of an existing contract is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to Section 215.473, Florida Statutes, is ineligible for, and may not proposal on, submit a proposal for, or enter into or renew a contract with a local governmental entity for goods or services of $1 million or more.

Based on information and belief, at the time the Proposer submitting this sworn statement submits its proposal to the District, neither the Proposer, nor any of its officers, directors, executives, partners, shareholders, members, or agents, is listed on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List.

If awarded the contract, the Proposer will immediately notify the District in writing if either the entity, or any of its officers, directors, executives, partners, shareholders, members, or agents, is placed on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List.

Under penalties of perjury under the laws of the State of Florida, I declare that I have read the foregoing Sworn Statement and all of the information provided is true and correct.

Dated this 	 day of 	 2026.

Proposer:	

By:	

Title:	

STATE OF 	
COUNTY OF 	
The foregoing instrument was acknowledged before me by means of ▢ physical presence or
▢ online notarization this 	 day of 	2026, by 	 of
	,	who	is	personally	known	to	me	or	who	has	produced
	 as identification, and did [ ] or did not [ ] take the oath.

Notary Public, State of Florida
Print Name:		 Commission No.:	  My Commission Expires: 	

ANTI-HUMAN TRAFFICKING AFFIDAVIT

I, 	, as 	, on behalf of 	
	, (the "Contractor"), under penalty of perjury hereby attest as follows:

I am over 21 years of age and an officer or representative of the Contractor.
The Contractor does not use coercion for labor or services as defined in Section 787.06(2)(a),
Florida Statutes.
More particularly, the Contractor does not participate in any of the following actions:
Using or threatening to use physical force against any person;
Restraining, isolating or confining or threatening to restrain, isolate or confine any person without lawful authority and against her or his will;
Using lending or other credit methods to establish a debt by any person when labor or services are pledged as a security for the debt, if the value of the labor or services as reasonably assessed is not applied toward the liquidation of the debt or the length and nature of the labor or services are not respectively limited and defined;
Destroying, concealing, removing, confiscating, withholding, or possessing any actual

or purported passport, visa, or other immigration document, or any other actual or purported government identification document, of any person;
Causing or threatening to cause financial harm to any person;
Enticing or luring any person by fraud or deceit; or
Providing a controlled substance as outlined in Schedule I or Schedule II of Section 893.03, Florida Statutes, to any person for the purpose of exploitation of that person.
FURTHER AFFIANT SAYETH NAUGHT.

By:

 	

Name: 	

STATE OF FLORIDA COUNTY OF 	

Title:		
Date:		

SWORN TO AND SUBSCRIBED before me ☐ physical presence or ☐ remote notarization by
	, as 	, of 	,	who	is	☐
personally known to me or ☐ who produced 	 as identification this 	 day of
	, 2026.

(Notary Seal)	Notary Public

SAMPLE LANDSCAPE AND IRRIGATION MAINTENANCE AGREEMENT

THIS AGREEMENT (“Agreement”) is made and entered into this 	day of 	
2026, by and between:

Wellness Ridge COMMUNITY DEVELOPMENT DISTRICT, a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, located in Lake County, Florida, whose mailing address is c/o Governmental Management Services – Central Florida, LLC, 219 East Livingston Street, Orlando, Florida 32801 (the “District”), and
	, INC., a Florida Corporation, whose mailing and principal address is 		(“Contractor”).
RECITALS

Whereas, the District was established for the purpose of planning, financing, constructing, operating and/or maintaining certain infrastructure, including landscaping and irrigation; and
Whereas, the District has a need to retain an independent contractor to provide landscape and irrigation maintenance services for certain lands within and around the District; and
Whereas, Contractor submitted a proposal and represents that it is qualified, willing and capable to serve as a landscape and irrigation maintenance contractor and provide such services to the District.

Now, therefore, in consideration of the mutual covenants contained in this Agreement, it is agreed that Contractor is hereby retained, authorized, and instructed by the District to perform in accordance with the following covenants and conditions, which both the District and Contractor have agreed upon:

Incorporation of Recitals. The recitals stated above are true and correct and by this reference are incorporated herein as a material part of this Agreement.
Contractor Obligations.

Scope of Services. Contractor shall provide the services described in the Scope of Services attached hereto as Exhibit A (“Work”), for the areas identified in the Landscape Maintenance Map attached hereto as Exhibit B (“Landscape Maintenance Area”), both of which are incorporated herein by this reference. Contractor acknowledges and agrees that the Landscape Maintenance Area may be reasonably adjusted, in the sole discretion of the District, to accurately reflect areas of the Work actually being performed, which adjustments shall not result in change in the price for the Work as reflected in Contractor’s fee summary attached hereto as Exhibit C (“Fee Summary”) and incorporated herein by this reference. Should any work and/or services be required which

are not specified in this Agreement or any amendments, addenda, or change orders but which are nevertheless necessary for the proper provision of services to the District, such work or services shall be fully performed by Contractor as if described and delineated in this Agreement. In the event of any conflict between the terns in this Agreement and the terms in any of the exhibits attached hereto, the terms in this Agreement shall control.
Acceptance of Site. By executing this Agreement, the Contractor agrees that the Contractor was able to inspect the site prior to the execution of this Agreement, and that the Contractor agrees to be responsible for the care, health, maintenance, and replacement, if necessary, of the existing landscaping, in its current condition, and on an “as is” basis. The Contractor shall be strictly liable for the decline or death of any plant material, regardless of whether such decline or death is due to the negligence of the Contractor or a former contractor, except that the Contractor shall not be responsible for fire, cold, storm or wind damage, incurable or uncontrollable diseases, or damage due to vandalism. Upon the occurrence of any such exceptions, Contractor shall immediately notify the District. Contractor shall replace, at Contractor’s expense, all plant material that, in the opinion of the District, fails to maintain a healthy, vigorous condition as a result of the Contractor’s failure to perform the Work specified herein. No changes to the compensation set forth in this Agreement shall be made based on any claim that the existing landscaping was not in good condition or that the site was unsuitable for such landscaping.
Manner of Contractor’s Performance. The Contractor agrees, as an independent contractor, to undertake the Work as specified in this Agreement or any Work Authorization (defined herein) issued in connection with this Agreement. All Work shall be performed in a neat and professional manner acceptable to the District and shall be in accordance with all applicable standards, and as required by the Scope of Services. The performance of all Work and additional services by the Contractor under this Agreement and related to this Agreement shall conform to any written instructions issued by the District. The Contractor warrants that the Work shall be free from any defects in workmanship and Contractor agrees to a warranty for a period of one year from completion of any portion of the Work to repair any deficiencies, fixes or touch-ups needed.
Discipline, Employment, Uniforms. Contractor shall maintain at all times strict discipline among its employees, subcontractors, agents and assigns and represents to the District that it has performed all necessary background checks of the same. Contractor shall not employ for work on the project any person unfit or without sufficient skills to perform the job for which such person is employed. All laborers and foremen of the Contractor shall perform all Work on the premises in a uniform to be designed by the Contractor. No shirtless attire, no torn or tattered attire or slang graphic T-shirts are permitted. No smoking in or around the buildings will be permitted. Rudeness or discourteous acts by Contractor employees will not be tolerated. No Contractor solicitation of any kind is permitted on property.
Rain Days. In the event that time is lost due to heavy rains (“Rain Days”), Contractor agrees to reschedule its employees and divide their time accordingly to complete all scheduled services during the same week as any Rain Days. Contractor shall provide services on Saturdays, if needed to make up Rain Days, with prior notification to and approval by the District Representative(s) (defined herein).

Protection of Property. Contractor shall use all due care to protect against any harm to persons or property while performing the Work. If Contractor’s acts or omissions result in any damage to property within the District, including but not limited to damage to landscape lighting and irrigation system components, entry monuments, etc., the Contractor shall immediately notify the District and promptly repair all damage – and/or promptly replace damaged property – to the sole satisfaction of the District. If Contractor fails to do so, the District reserves the right to make such repairs and Contractor shall reimburse the costs of such repair or replacement.
District Representative; Reporting. The District shall designate in writing a person to act as the District Representative with respect to the Work to be performed under this Agreement. The District Representative shall have complete authority to transmit instructions, receive information, interpret and define the District’s policies and decisions with respect to materials, equipment, elements, and systems pertinent to Contractor’s services, including the Work.
The District hereby designates the District Manager or his or her designee, to act as the District Representative.

ii.

The  District  shall  have  the  right  to  change  its  designated

Representative with written notice to Contractor.

iii.

Contractor agrees to meet with the District’s representative no less

than bi-weekly to walk the property and discuss conditions, schedules, and items of concern regarding this Agreement and to provide a monthly written report summarizing, at minimum, the Work performed during the month, any issues and/or areas of concern and the schedule of Work to be performed for the upcoming month.

iv.

Contractor agrees to attend the regularly scheduled meetings of the

Board of Supervisors of the District, upon request.

Deficiencies. Contractor shall identify and promptly notify the District Representative of any deficient areas by written communication, including any explanations of proposed actions to remedy such deficiencies. Upon approval by the District Representative, the Contractor shall take such actions as are necessary to address the deficiencies within a reasonable time period specified by the District Representative, or if no time is specified by the District, within three (3) days and prior to submitting any invoices to the District. Contractor and the District recognize that time is of the essence with this Agreement and that the District will suffer financial loss if the deficiencies are not timely addressed. Should the Contractor fail to address any deficiencies within the time set forth by the District Representatives, the District shall have the rights to, among other remedies available at law or in equity, fine the Contractor one hundred dollars ($100.00) per day; to withhold some or all of the Contractor’s compensation under this Agreement; and to contract with outside sources to perform necessary work with all charges for such services to be reimbursed by Contractor or deducted from the Contractor’s compensation.
Compliance with Laws. The Contractor shall keep, observe, and perform

all requirements of applicable local, state and federal laws, rules, regulations, ordinances, permits, licenses, or other requirements or approvals. Further, the Contractor shall notify the District in writing within five (5) days of the receipt of any notice, order, required to comply notice, or a report of a violation or an alleged violation, made by any local, state, or federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Agreement or any act or omission of the Contractor or any of its agents, servants, employees, or material men, or appliances, or any other requirements applicable to provision of services. Additionally, the Contractor shall promptly comply with any requirement of such governmental entity after receipt of any such notice, order, request to comply notice, or report of a violation or an alleged violation.
Safety. Contractor shall provide for and oversee all safety orders, precautions, and programs necessary for the Work. Contractor shall maintain an adequate safety program to ensure the safety of employees and any other individuals working under this Agreement. Contractor shall comply with all OSHA standards. Contractor shall take precautions at all times to protect any persons and property in performing the Work, utilizing safety equipment including but not limited to bright vests and traffic cones.
Environmental Activities. The Contractor agrees to use best management practices, consistent with presently accepted industry standards, with respect to the storage, handling and use of chemicals (e.g., fertilizers, pesticides, etc.) and fuels. The Contractor shall keep all equipment clean (e.g., chemical sprayers) and properly dispose of waste. Further, the Contractor shall immediately notify the District of any chemical or fuel spills. The Contractor shall be responsible for any environmental cleanup, replacement of any turf or plants harmed from chemical burns, and correcting any other harm resulting from the Work to be performed by Contractor.
Payment of Taxes; Procurement of Licenses and Permits. Contractor shall pay all taxes required by law in connection with the Work, including sales, use, and similar taxes, and shall secure all licenses and permits necessary for proper completion of the Work, paying the fees therefore and ascertaining that the permits meet all requirements of applicable federal, state and local laws or requirements.
Subcontractors. Contractor shall not assign any portion of the Work to subcontractors without prior, written approval of the District. In the event any portions of the Work are assigned to subcontractors, Contractor shall be responsible for the satisfactory performance of such work by subcontractors. Nothing in this Agreement shall be construed to create a contractual relationship between any subcontractor and the District.
Independent Contractor Status. In all matters relating to this Agreement, Contractor shall be acting as an independent contractor. Neither Contractor nor employees of Contractor, if there are any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of Contractor, if any, in the performance of this Agreement. Contractor shall not have any authority to assume or create any obligation, express or implied, on behalf of the District and Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

COMPENSATION; TERM.

Term. The term of this Agreement shall be from October 1, 2026 to September 30, 2027 (“Year 1”), unless terminated earlier in accordance with the terms of this Agreement. Thereafter, this Agreement will automatically renew in additional, one
(1) year terms, for up to four (4) additional annual renewals, unless terminated earlier in accordance with the terms of this Agreement.
Compensation. As compensation for the Work, the District agrees to pay Contractor an amount not-to-exceed per year for Year 1, all in accordance with the Fee Summary attached hereto as Exhibit X. Compensation for the Work in subsequent renewal years shall be in accordance with the with the Fee Summary attached hereto as Exhibit X.
Additional Work. Should the District desire that the Contractor provide additional work and/or services relating to the District’s landscaping and/or irrigation systems (e.g., additional services or services for other areas not specified in this Agreement), such additional work and/or services shall be fully performed by the Contractor after prior approval of a required Work Authorization. The Contractor agrees that the District shall not be liable for the payment of any additional work and/or services unless the District first authorizes the Contractor to perform such additional work and/or services through an authorized and fully executed Work Authorization, a form of which is attached hereto as Exhibit X. The Contractor shall be compensated for such agreed additional work and/or services based upon a payment amount derived from the prices set forth in the Contractor’s Fee Summary attached hereto as Exhibit X. If pricing for any such additional work or services is not specifically provided for in the exhibits hereto, Contractor agrees to negotiate in good faith on such pricing. Nothing herein shall be construed to require the District to use the Contractor for any such additional work and/or services, and the District reserves the right to retain a different contractor to perform any additional work and/or services.
Payments by the District. The Contractor shall maintain records conforming to usual accounting practices. Further, the Contractor agrees to render monthly invoices to the District, in writing, which shall be delivered or mailed to the District by the fifth (5th) day of the next succeeding month. Each monthly invoice shall contain, at a minimum, the District’s name, the Contractor’s name, the invoice date, an invoice number, an itemized listing of all costs billed on the invoice with a description of each sufficient for the District to approve each cost, the time frame within which the services were provided, and the address or bank information to which payment is to be remitted. Consistent with Florida’s Prompt Payment Act, section 218.70, et seq., Florida Statutes, these monthly invoices are due and payable within forty-five (45) days of receipt by the District.
Payments by Contractor. Subject to the terms herein, Contractor will promptly pay in cash for all costs of labor, materials, services and equipment used in the performance of the Work, and upon the request of the District, Contractor will provide proof of such payment. Contractor agrees that it shall comply with Section 218.735(6), Florida Statutes, requiring payments to subcontractors, material men, suppliers or laborers be made within ten (10) days of receipt of payment from the District. The District may require, as a condition precedent to making any payment to Contractor, that all subcontractors, material men, suppliers or laborers be paid and require evidence, in the

form of Lien Releases or partial Waivers of Lien, to be submitted to the District by those subcontractors, material men, suppliers or laborers, and further require that Contractor provide an affidavit relating to the payment of said indebtedness. Further, the District shall have the right to require, as a condition precedent to making any payment, evidence from Contractor, in a form satisfactory to the District, that any indebtedness of Contractor, as to services to the District, has been paid and that Contractor has met all of the obligations with regard to the withholding and payment of taxes, Social Security payments, Workmen’s Compensation, Unemployment Compensation contributions, and similar payroll deductions from the wages of employees.
TERMINATION. The District agrees that the Contractor may terminate this Agreement for cause by providing sixty (60) days’ written notice of termination to the District; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. The Contractor agrees that, notwithstanding any other provision of this Agreement, and regardless of whether any of the procedural steps set forth in Section 2(H) of this Agreement are taken, the District may terminate this Agreement immediately for cause by providing written notice of termination to the Contractor. The District shall provide thirty (30) days’ written notice of termination without cause. Any termination by the District shall not result in liability for consequential damages, lost profits, or any other damages or liability. However, upon any termination of this Agreement by the District, the Contractor shall be entitled to payment for all Work and/or services rendered up until the effective termination of this Agreement, subject to whatever claims or off-sets the District may have against the Contractor. On a default by Contractor, the District may elect not to terminate the Agreement, and instead to demand that Contractor cure any failure constituting default and make appropriate deduction or revision to the payment to become due to Contractor. Furthermore, the District reserves the right to pursue any and all available remedies under the law, including but not limited to equitable and legal remedies and withhold payment pending outcome of such dispute.

Insurance.

Insurance Required. Before commencing any Work, the Contractor shall furnish the District with a Certificate of Insurance evidencing compliance with the requirements of this section. No certificate shall be acceptable to the District unless it provides that any change or termination within the policy periods of the insurance coverage, as certified, shall not be effective within thirty (30) days of prior written notice to the District. Insurance coverage shall be primary and written on forms acceptable to the District. Additionally, insurance coverage shall be from a reputable insurance carrier, licensed to conduct business in the State of Florida, and such carrier shall have a Best’s Insurance Reports rating of A-VII. The procuring of required policies of insurance shall not be construed to limit Contractor’s liability or to fulfill the indemnification provisions and requirements of this Agreement.

Types of Insurance Coverage Required. Contractor or any subcontractor performing the work described in this Agreement shall maintain throughout the term of this Agreement the following insurance:

Worker’s Compensation Insurance in accordance with the laws of

the State of Florida. In the event the Contractor has “leased” employees, the Contractor or the employee leasing company must provide evidence of a Minimum Premium Workers’ Compensation policy, along with a Waiver of Subrogation in favor of the District. All documentation must be provided to the District at the address listed below. No contractor or sub-contractor operating under a worker’s compensation exemption shall access or work on the site.
Employer’s Liability Coverage with limits of at least $1,000,000 (one million dollars) per accident or disease.
Commercial General Liability Insurance covering Contractor’s legal liability for bodily injuries, property damage, contractual, products and completed operations, and personal injury, with limits of not less than $2,000,000 per occurrence, and further, including, but not being limited to, Independent Contractors Coverage for bodily injury and property damage in connection with subcontractors’ operation.
Automobile Liability Insurance for bodily injuries in limits of not less than $2,000,000 combined single limit bodily injury and for property damage, providing coverage for any accident arising out of or resulting from the operation, maintenance, or use by Contractor of any owned, non-owned, or hired automobiles, trailers, or other equipment required to be licensed.
Umbrella Excess Liability Insurance to cover any liability in excess of the limits of coverage already required and with limits of at least $1,000,000 per occurrence and $1,000,000 on aggregate.
Additional Insured. All policies required by this Agreement, with the exception of Workers’ Compensation, or unless specific approval is given by the District, are to be written on an occurrence basis, and shall name the District, and its supervisors, officers, staff, agents, employees, and representatives as additional insured (with the exception of Workers’ Compensation insurance) as their interest may appear under this Agreement. Insurer(s), with the exception of Workers’ Compensation on non-leased employees, shall agree to waive all rights of subrogation against the District and its supervisors, officers, staff, agents, employees, and representatives.
Sub-Contractors. Insurance requirements itemized in this Agreement and required of the Contractor shall be provided on behalf of all sub-contractors, if any and if approved, to cover their operations performed under this Agreement. The Contractor shall be held responsible for any modifications, deviations, or omissions in these insurance requirements as they apply to sub-contractors.
Payment of Premiums. The Contractor shall be solely responsible for payment of all premiums for insurance contributing to the satisfaction of this Agreement and shall be solely responsible for the payment of all deductibles and retentions to which such policies are subject, whether or not the District is an insured under the policy.
Notice of Claims. Notices of accidents (occurrences) and notices of claims associated with work being performed under this Agreement shall be provided to the

Contractor’s insurance company and to the District as soon as practicable after notice to the insured.
Failure to Provide Insurance. The District shall retain the right to review, at any time, coverage, form, and amount of insurance. If the Contractor fails to have secured and maintained the required insurance, the District has the right (without any obligation to do so, however), to secure such required insurance in which event, the Contractor shall pay the cost for that required insurance to the District and shall furnish, upon demand, all information that may be required in connection with the District’s obtaining the required insurance. If Contractor fails to pay such cost to the District, the District may deduct such amount from any payment due the Contractor.
Indemnification.

The Contractor shall indemnify, defend, and hold harmless, the District, the District’s Board of Supervisors, District staff and the District’s agents, officers, employees, contractors, and representatives from and against any and all liability, actions, claims, demands, loss, damage, injury, or harm of any nature whatsoever, arising from the acts or omissions of Contractor, or the Contractor’s officers, directors, agents, assigns, employees, subcontractors, or representatives.
Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, fines, forfeitures, back pay, awards, court costs, mediation costs, litigation expenses, attorney fees, paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings), or other amounts of any kind.
The Contractor agrees that nothing in this Agreement shall serve as or be construed as a waiver of the District’s or its staff, supervisors or consultant’s limitations on liability contained in section 768.28, Florida Statutes, or other law. Any subcontractor retained by the Contractor shall acknowledge the same in writing, and it shall be Contractor’s responsibility to secure such acknowledgments. Further, nothing herein shall be construed to limit or restrict the District’s rights against the Contractor under applicable law.
In any and all claims against the District or any of its agents or employees by any employee of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, the indemnification obligation under this Agreement shall not be limited in any way as to the amount or type of damages, compensation or benefits payable by or for the Contractor or any subcontractor under Workmen’s compensation acts, disability benefit acts, or other employee benefit acts.
It is understood and agreed that this Agreement is not a construction contract as that term is referenced in Section 725.06, Florida Statutes, and that said statutory provision does not govern, restrict or control this Agreement
Miscellaneous Provisions

Default and Protection Against Third-party Interference. A default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief,

and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained in this Agreement shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.
Custom and Usage. It is hereby agreed, any law, custom, or usage to the contrary notwithstanding, that the District shall have the right at all times to enforce the conditions and agreements contained in this Agreement in strict accordance with the terms of this Agreement, notwithstanding any conduct or custom on the part of the District in refraining from so doing or due to oversight; and further, that the failure of the District at any time or times to strictly enforce its rights under this Agreement shall not be construed as having created a custom in any way or manner contrary to the specific conditions and agreements of this Agreement, or as having in any way modified or waived the same.
Successors. This Agreement shall inure to the benefit of and be binding upon the heirs, executors, administrators and successors of the parties to this Agreement, except as expressly limited in this Agreement.
Assignment. Neither the District nor Contractor may assign this Agreement without the prior written approval of the other. Any purported assignment without such written approval shall be void.
Headings for Convenience Only. The descriptive headings in this Agreement are for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Agreement.
Attorneys’ Fees. In the event that either the District or Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys’
fees, paralegal fees and costs for trial, alternative dispute resolution, or appellate proceedings.
Agreement. This instrument, together with its Exhibits, shall constitute the final and complete expression of this Agreement between the District and Contractor relating to the subject matter of this Agreement. All prior agreements regarding the matters provided herein are hereby superseded and replaced by this Agreement. The Exhibits attached herein are incorporated to the extent that it clarifies certain terms of the Agreement, and to the extent there are any inconsistencies or conflict between this instrument and the Exhibits, this instrument shall control.
Amendments. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both the District and Contractor.
Authorization. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and Contractor, both the District and Contractor have complied with all the requirements of law, and both the District and Contractor have full power and authority to comply with the terms and provisions of this instrument.

Notices. All notices, requests, consents and other communications under this Agreement (“Notices”) shall be in writing and shall be delivered via hand delivery, mailed by United States certified mail, or by overnight delivery service, to the parties, as follows:
If to the District:	Wellness Ridge Community Development
District
c/o Governmental Management Services – Central Florida, LLC
219	East	Livingston	Street Orlando, Florida 32801
Attn.: District Manager

With a copy to:	Latham, Luna, Eden & Beaudine, LLP
201 S. Orange Ave, Ste. 1400
Orlando, Florida 32801
Attn.: District Counsel, Jan A. Carpenter, Esq.

If to Contractor:		

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for Contractor may deliver Notice on behalf of the District and Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days written notice to the parties and addressees set forth herein.

Third Party Beneficiaries. This Agreement is solely for the benefit of the District and Contractor and no right or cause of action shall accrue upon or by reason, to or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective Representative, successors, and assigns.
Controlling Law; Venue. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. Parties consent to and agree that the exclusive venue for any litigation arising out of or related to this Agreement shall be in a court of appropriate jurisdiction in

and for Lake County, Florida.
Public Records. Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is TBD (“Public Records Custodian”). Among other requirements and to the extent applicable by law, Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) 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 contract term and following the contract term if Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by Contractor, Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT XXXXXX@GMSCFL.COM, (407) 841-5524, AND 219 EAST LIVINGSTON STREET, ORLANDO, FLORIDA 32801.
Severability. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable.
Arm’s Length Transaction. This Agreement has been negotiated fully between the District and Contractor as an arm's length transaction. The District and Contractor participated fully in the preparation of this Agreement with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, the parties are each deemed to have drafted, chosen, and selected the language, and any doubtful language will not be interpreted or construed against any party.
Counterparts.	This Agreement may be executed in any number of

counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute, but one and the same instrument.
Scrutinized Companies Statement. Contractor certifies that it is not in violation of Section 287.135, Florida Statutes, and is not prohibited from doing business with the District under Florida law, including but not limited to Scrutinized Companies with Activities in Sudan List or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. If Contractor is found to have submitted a false statement, has been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria, or is now or in the future on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel, the District may immediately terminate this Agreement.
E-Verify.
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.

Statement Regarding Chapter 287 Requirements. Contractor
acknowledges that, in addition to all Laws and Regulations that apply to this Agreement, the following provisions of Florida law (“Public Integrity Laws”) apply to this Agreement:

Section 287.133, Florida Statutes, titled Public entity crime; denial or

revocation of the right to transact business with public entities;
Section 287.134, Florida Statutes, titled Discrimination; denial or revocation of the right to transact business with public entities;
Section 287.135, Florida Statutes, titled Prohibition against contracting with scrutinized companies;
Section 287.137, Florida Statutes, titled Antitrust violations; denial or revocation of the right to transact business with public entities; denial of economic benefits; and
Section 287.138, Florida Statutes, titled Contracting with entities of foreign countries of concern prohibited.
Contractor acknowledges that the Public Integrity Laws prohibit entities that meet certain criteria from bidding on or entering into or renewing a contract with governmental entities, including with the District (“Prohibited Criteria”). Contractor certifies that in entering into this Contract, neither it nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity, meets any of the Prohibited Criteria, and in the event such status changes, Contractor shall immediately notify the District.

S.

Compliance with section 20.055, Florida Statutes. The Contractor agrees

to comply with Section 20.055(5), Florida Statutes, to cooperate with the inspector general in any investigation, audit, inspection, review, or hearing pursuant such section and to
incorporate in all subcontracts the obligation to comply with section 20.055(5), Florida Statutes.
[Remainder of this page intentionally left blank]

In witness whereof, the parties execute this agreement the day and year first written
above.

ATTEST:	WELLNESS RIDGE COMMMUNITY DEVELOPMENT DISTRICT

By: 		By:	
▢ Secretary	▢ Chairperson
▢ Assistant Secretary	▢ Vice Chairperson

WITNESS:

SERVICE PROVIDER, INC.

By: 	
Its: 	

By:	 Its: 	

Exhibit X:	Form of Work Authorization (not included with this sample agreement)
Exhibit X:	Scope of Services
Exhibit X:	Landscape Maintenance Map

WELLNESS RIDGE CDD LANDSCAPE SCOPE OF WORK
The work for the landscape maintenance is to include the furnishing of all labor, materials, equipment, accessories, and services necessary or incidental to meet the requirements outlined in this scope below. The intention is to sustain all turf and plant materials in a healthy, vigorous growing condition, free from weeds, diseases, insects, and nutritional deficiencies as well as a completely operational irrigation system. All associated planted areas are to be kept in a continuous healthy, neat, clean and debris free condition for the entire life of the contract. The below scope is divided into “elements” to define the elements involved and required in the maintenance of the property.

GENERAL SERVICES- COMPONENT “A”
Turf Maintenance

Turf maintenance is defined as all mowing, edging, trimming and cleanup of lawn areas. In the event it becomes necessary to make a change in the mowing schedule for any reason, the CDD Management must be notified prior to adjustment of schedule. Mowing during inclement weather will not alleviate the contractor of responsibility for damage caused by the mowing of wet areas.

Mowing

Prior to mowing, remove and dispose of normal litter and debris from all landscape areas. Contractor will not run over litter with mowers.

St. Augustine, Bahia and Bermuda turf shall be mowed weekly during the growing season from April 1st through September 30th and bi-weekly during the winter season. It is understood that the contractor may be required to periodically add or delete mowing cycles based on weather or other factors with the consent of the CDD Management. Contractor should anticipate 42 mows annually for all common areas.

St. Augustine and Bahia turf shall be cut with rotary mowers to maintain a uniform height. Bahia will be cut between 3.5” and 4.5”. St Augustine will be cut between 4.5” and 5.5”. Mowing blades shall be kept sufficiently sharp and properly adjusted to provide a cleanly cut grass blade. Variation in the mowing pattern shall be carried out when possible so as to not rut or cause paths.

Dry ponds and pond bottoms will be mowed 26 times a year.

Bermuda turf shall be mowed with a reel mower at a height of 1 ¼”, any deviation should be approved by management.

Visible clippings that may be left following mowing operations shall be removed from the site each visit. Discharging grass clippings into beds, tree rings or maintenance strips is prohibited and if it occurs, they shall be removed prior to the end of each service day.
Contractor will take special care to prevent damage to plant material as a result of the mowing. Contractor is responsible for damages they cause while mowing.

Edging

Sidewalks, curbs, and concrete slabs, and other paved surfaces will be edged in conjunction with mowing operations each time. Beds, tree rings, and other landscape edges will be edged once during each detail rotation, every three weeks. Edging is defined as removal of unwanted turf and vegetation along the above borders by use of a mechanical edger. String trimmers are not to be used for edging and a proper edger will be used. Care will be taken to maintain bed edges as designed in either straight or curvilinear lines.

String Trimming

String Trimming shall be performed around road signs, guard posts, trees, shrubs, utility poles, and other obstacles where mowers cannot reach. Grass shall be trimmed to the same desired height as determined by the turf height specifications. String trimming shall be completed with each mowing cycle.
Maintaining grass-free areas by use of chemicals may be the preferred method in certain applications. Such use will only be done with prior approval of the CDD management.
Ponds banks will be trimmed to the edge of water.

Blowing

When using mechanical blowers to clean curbs, sidewalks and other paved surfaces, care must be taken to prevent blowing grass clippings into beds, onto vehicles or onto other hardscape surfaces. In addition, care also must be taken to disrupt mulch from beds and any mulch blown out of beds must be placed back and raked smooth.
Damage Prevention/Repair

Special care shall be taken to protect building foundations, fencing, light poles, sign posts, monuments and other hardscape elements from mowing, edging or string trimming equipment damage. Contractor will agree to have repairs made by specialized contractors or reimburse the CDD or homeowners within 30 days for any damage to property caused by their crew members or equipment.

Detailing

The contractor will completely detail the entire property once every three weeks at minimum. The exception will be the entrances and any other high profile or focal areas which should be tended to each week the crew is onsite. The detailing process will include trimming, pruning and shaping of all shrubbery, ornamental trees and groundcover, removal of tree suckers, structural pruning or cutbacks of select varieties of plant material and ornamental grasses as directed, as well as the defining of bed lines, tree rings and the removal of all unwanted vegetation. A detail crew will be onsite at least one day per week 42-52 times per year as needed to accomplish the full amount of detail rotations.

Pruning

Prune trees, shrubs and groundcovers to encourage healthy growth and create a natural appearance. Prune to control the new plant growth, maintain the desired plant shape and remove dead, damaged, or diseased portions of the plant.

Use only hand pruners or loppers on trees and shrubs, particularly groundcover Juniper varieties. Hand shears or Topiary shears will be the preferred method of trimming most formal shrubs. Only use power shears on formal hedges where previous practice was to shear, or as directed by the CDD management.

Pruning of trees up to a height of 12 feet is included in the scope of the work. If pruning is required above the height of 12 feet, contractor shall propose an extra service to the CDD representative and acquire approval prior to performing the work. The branching height of trees shall be raised only for the following reasons:
Provide clearance for pedestrians, vehicles, mowers and buildings. Minimum 8ft of clearance is required along all walkways and parking areas. Maintain clearance from shrubs in bed areas. Improve visibility in parking lots and around entries. Street trees shall be maintained at a height of 14’ for vehicle clearance.

Prune trees to remove weak branching patterns and provide corrective pruning for proper development. Cut back to the branch collar without leaving stubs. Provide clean and flush cut with no tearing of the tree bark.

Prune to contain perimeter growth within intended bed areas. Established groundcover shall be maintained 4” to 6” away from adjacent hardscape and turf. Bevel or roll leading edges to avoid creating a harsh boxed look. Mature groundcover shall be maintained at a consistent, level height to provide a smooth and even appearance and separation from adjacent plant material.
Structural pruning will be required for several varieties of plants bi-annually, annually or semi-annually to maintain their scale and performance within the landscape. The methodology employed is to structurally prune one plant group throughout the entire property during the sectional detail rotation. All needed structural pruning will be done once per year at minimum. All Ornamental Grasses are to be haystack cut one time per year.

Crepe Myrtles are to be trimmed once per year in the winter months. Trimming should include removal of old blooms, sucker growth and any cross branching. Trimming should be done in such a way that cuts are no less than 12” away from previous year’s cuts.

Pruning of all palms less than 15’ in height will be included in the sectional rotation. Pruning consists of removal of all dead fronds, seedpods, and any loose boots.
Weed Control

Bed areas are to be left in a weed free condition after each detail service. While pre and post-emergent chemicals are acceptable means of control, weeds in bed areas larger than 3” shall be pulled by hand or string trimmed.

Hardscape cracks and expansion joints are to be sprayed in conjunction with the detail cycle to control weeds. Chemical practices shall not be a substitute for hand weeding where the latter is required.

Trash Removal
Removing trash from all landscape areas will be the responsibility of the contractor. The contractor will remove trash from all focal areas, including medians, around amenity areas, and monuments every visit. Other trash will be removed during normal detail rotations. Contractor will also be responsible to empty all trash cans and replenish all dog bags and liners at all CDD parks and dog parks. Dog parks are to be serviced weekly.

Policing

Contractor will police the grounds during each service visit to remove trash, debris and fallen tree litter as needed prior to mowing and edging. Contractor is not responsible for removal of excessive storm debris which would be performed with prior approval with a supplemental proposal.
As needed, the contractor will dedicate supplemental personnel and specialized equipment to the removal of seasonal leaf drop from all landscape and hardscape areas during the months of November through April.

All litter shall be removed from the property and disposed of off-site.
Communication
Daily, the contractor will communicate with the CDD representative for any landscape issues requiring immediate attention.
Communication is of the utmost importance. The contractor will provide a weekly written report in a form approved by the CDD representative which highlights the main aspects of the previous week’s maintenance activities. This can just be a checklist sent via email on Fridays or Mondays.
When requested by CDD management, the contractor will provide a Monthly Service Calendar for the upcoming period. A copy of the preceding month’s Irrigation Maintenance report and Lawn and Ornamental Fertilization report will be provided monthly. A copy of these documents should be submitted to the CDD representative by the 5th of each month electronically, or in person. This is only necessary should management request, likely due to performance concerns, however the vendor should always have them should management request.

Contractor agrees to take part in regular weekly, bi-weekly or monthly inspections, as decided by CDD management, of the property to ensure their performance is satisfactory. Contractor also agrees to complete any work that appears on punch lists resulting from inspections or reviews within three weeks of receiving them. Contractor will have their Account Manager participate on its behalf and have their Lawn and Ornamental and Irrigation Managers or Technicians available for inspection meetings as needed or requested by CDD management.

Staffing

The Contractor shall have a well-experienced Foreman/Supervisor supervising all work onsite. This person should have knowledge of horticultural practices and be capable of properly supervising others. The Foreman/Supervisor should communicate regularly, daily when needed, with CDD management. Further, in order to maintain continuity, the same Foreman/Supervisor shall direct the scheduled maintenance operations throughout the year. Any anticipated changes in supervisory personnel shall be brought to the attention of the CDD representative prior to any such change. The intent is for maintenance personnel to familiarize themselves with the site.

The crew members should be properly trained to carry out their assigned task and should work in a safe professional manner. Each crew member should be in full uniform at all times.

Contractor is expected to staff the property with trained personnel experienced in commercial landscape maintenance. All personnel applying fertilizers, insecticides, herbicides, and fungicides must be certified by the state of FL. These individuals should be Best Management Practices Certified and hold a Limited Certification for Urban Landscape Commercial Fertilizer or a Certified Pest Control Operator or an employee with an ID card working under the supervision of a CPCO.

Contractor agrees to screen all crew members for criminal background. Also, contractor agrees to follow all INS guidelines for hiring and to maintain an I-9 and other required documents on each employee.

Holidays observed that do not require staffing include New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day, and any other day agreed to by CDD Management. Normal working hours are from 7:00 AM until 7:00 PM. No power equipment will be operated near homes before 9:00 AM. Efforts will be made such that ALL work performed around the Amenity Areas and pool area is to be completed prior to busy attendance hours. Saturdays will be made available for makeup work due to inclement weather from 8:00 AM until 5 PM.

COMPONENT “B” – TURF CARE PROGRAM
St. Augustine
Turf: Apply insecticide and custom fertilizer to all turf areas six (6) times per year; granular or liquid products may be used depending on weather conditions. Full guarantee against most damaging insects; this includes additional applications for the control of Chinch Bugs, Army Worms, Sod Webworms and Grubs. Exclusions to this warranty are Nematodes, Mole Crickets, Acts of God, or irrigation related problems. Should the fertilizer streak due to misapplication, it will be re-sprayed at no additional charge.
Shrubs: Three applications that consist of fertilization and pest control granular or liquid depending on weather conditions.
Weeds: Herbicide will be applied to St Augustine sod areas for control of broadleaf weeds.

Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. The annual program will include a maximum of 4 lbs. of N/1000 square feet with a minimum of 50% slow release and a high Potassium blend in the fall fertilization to promote root development unless soil samples indicate the presence of sufficient Potassium. The winter liquid fertilization should contain a maximum of .5lbs of N/1000 square feet.

Bermuda

Turf: Apply insecticide and custom fertilizer to all turf areas six (6) times per year; granular or liquid products may be used depending on weather conditions. Full guarantee against most damaging insects; this includes additional applications for the control of Chinch Bugs, Army Worms, Sod Webworms and Grubs. Exclusions to this warranty are Nematodes, Mole Crickets, Acts of God, or irrigation related problems. Should the fertilizer streak due to misapplication, it will be re-sprayed at no additional charge.

Weeds: Herbicide will be applied to Bermuda sod areas for control of broadleaf weeds.

Herbicide application is included in all applications when temps are below 90 degrees. Typically, October, January, and April. Rotate the following products based on weeds present. Blindside, Celsius Extra, & Trimec 992. Other products may be used if approved by management.

Bahia – Where Applicable (Irrigated Areas Only)

Application Schedule - Minimum schedule, if more is needed it is up to the contractor to recommend.

Monthly Application Schedule - Bahia
March: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent herbicide application.
June: Chelated Iron application and Mole Cricket control.
October: Complete liquid fertilizer and broadleaf weed control to include blanket pre-emergent.

Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 2 lbs. of N/1000 square feet with a minimum of 30% slow release and a high Potassium blend in the late summer fertilization to promote root development unless soil samples indicate the presence of sufficient potassium.

Insect/Disease Control

The reduction of irrigation water during the winter season will dramatically reduce the potential for fungus/disease problems. Contractor will be responsible to manage settings of irrigation timers.

Supplemental insecticide applications will be provided in addition to the normal preventive programs needed to provide control.

Weed Control

Weed control will be limited to the broadleaf variety and sedge type grasses under this program.

Contractor shall alert management of outbreaks of Crabgrass, Bermuda, Alexander and Dove grasses. Failure to do so will make the contractor liable for resulting turf loss. Supplemental insecticide applications will be provided in addition to the normal preventive program as needed to provide control.

Warranty

If the grass covered under this turf care program dies due to insect infestation, disease or improper fertilizer application, the affected grass will be replaced at no charge. Contractor will not be held responsible for turf loss due to conditions beyond their control. This includes nematodes, diseases such as Take-All Root Rot and weeds such as Crabgrass which are untreatable with currently available chemicals, high traffic areas, drainage problems, or acts of God. In the event these conditions exist, the contractor is responsible to employ whatever cultural practices can be reasonably performed to extend the life of the affected material.

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of grasses are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.
All hardscape surfaces are to be blown off immediately following a fertilizer application to prevent staining. The irrigation system will be fully operational prior to any fertilizer application.
Soil testing will be carried out when needed at contractors’ recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with CDD management and agreed to by CDD management.

COMPONENT “C” – TREE/SHRUB CARE PROGRAM
Application Schedule – Trees and Shrubs Monthly Application Schedule -
March/April: Insect/disease control/fertilization. May/June: Insect/disease control as needed.
July/August: Minor nutrient blend with insect/disease control.
October: Disease control as needed December. Insect/disease control/fertilization as needed.
Application Requirements: Fertilization

Contractor will submit a schedule of materials to be used under this program along with application rates. Fertilizers selected must be appropriate for the plant material to be fertilized such as an acid forming fertilizer for Azaleas which require a lower soil pH.

Contractor will submit a schedule of materials to be used under this program along with application rates. Annual program will include a minimum of 50% slow-release Nitrogen and a high Potassium

blend in the fall fertilization to promote root development unless soil sample results indicate the presence of sufficient Potassium.

All fertilizers utilized under this program are to be custom blended with a balanced nutrient package. A complete minor and trace element package will be included with each application to ensure that all the requirements of plant material are met. If soil samples indicate a high pH, all fertilizers utilized will be Sulphur coated products.

This program covers all fertility requirements on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35’. All native trees or transplanted trees over 35’ in overall height will require special consideration and are therefore excluded from this program.

There will be a deep root feeding on an as needed basis to establish newly planted trees. Fertilizer will be distributed evenly under the drip zone of each plant. Special care will be taken not to “clump” fertilizer neither at the base nor in the crown of plants.

The irrigation system will be fully operational prior to any fertilizer application.

Soil testing will be carried out when needed at contractors’ recommendation. Any changes to the fertilization schedule, products used, or techniques will be discussed with CDD management and agreed to by CDD management.

Insect/Disease Control

Insect and disease control is intended to mean a thorough inspection of all plantings for the presence of insect or disease activity and the appropriate treatment applied. All insect and disease infestations require follow-up applications for control and are included in this program.
Contractor is responsible for the continuous monitoring for the presence of damaging insects or disease. Any problems noted between regularly scheduled visits will be treated as a service call and responded to within 48 hours. Service calls due to active infestations are included in this program.
This program covers all disease and insect activity on all existing shrubs and palms, as well as all newly installed shrubs, trees, and palms up to 35’. All native trees or transplanted trees over 35’ in overall height will require special consideration and are therefore excluded from this program.

Contractor will be required to apply all pesticides in accordance with labeled directions including the use of any Personal Protective Equipment.

Warranty

If a plant or tree dies from insect or disease damage while under this Tree/Shrub Care Program, it will be replaced with one that is reasonably available by the contractor if it is reasonably decided to be from negligence by the contractor determined by CDD management. Exclusions to this warranty would be Acts of God, along with pre- existing conditions, i.e. soil contamination or poor drainage, nematodes, borers, locusts and insects such as Asian Cycad Scale. Also excluded are diseases such as Verticillium and Fusarium Wilt, TPDD, Lethal Bronzing, Entomosporium Leaf Spot Fungus and Downey Mildew that are untreatable with currently available chemicals. In the event these conditions exist, the contractor is responsible to promptly report any detection to the CDD representative.

COMPONENT “D” – IRRIGATION MAINTENANCE
Frequency of Service

Contractor will perform the following itemized services under “Specifications” on a monthly basis completing 25% of the inspection each week. The irrigation inspection should be performed during the same week(s) each month. Repairs under $500 should be carried out each month with just verbal confirmation. Anything over $500 requires written approval.

Specifications

Activate each zone of the system.
Visually check for any damaged heads or heads needing repair.
Visually check all landscape areas irrigated with Netafim drip lines to ensure proper water flow and pressure.
Clean filters located at each zone valve monthly if applicable. Clean, straighten or adjust any heads not functioning properly.
Straighten, re-attach to bracing and touch up paint on riser heads as needed. Report any valve or valve box that may be damaged in any way.
Leave areas in which repairs or adjustments are made free of debris.
Adjust controllers to the watering needs as dictated by weather conditions, seasonal requirements, and water management district restrictions including adjusting of rain sensors.
Contractor will provide a written report of the findings by zone.
Repairs that become necessary and that are over and above the routine monthly inspections will be done on a time and material basis. Hourly irrigation repair rates will be defined in the overall landscape maintenance contract.
Request for authorization must be submitted to the CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the CDD representative prior to initiating any work. It is up to CDD management’s discretion to allow the contractor to proceed with repairs at an agreed threshold without prior approval.

Service Calls
Service Calls required between scheduled visits will be billed on a time and material basis at the rates extra pricing rates.
When not an emergency, request for authorization must be submitted in written form to the CDD representative for approval. A description of the problem, its location and estimated cost should be included. All repairs must be approved by the CDD representative prior to initiating any work.

Contractor will pay special attention during irrigation (IMC) maintenance inspections to ensure that sprinkler heads are positioned so that water does not spray directly onto buildings, windows, or parking areas.
Contractor will be held responsible for any accident that arises from the over spray of water on hard surfaces if it is determined that the contractor was negligent in performing monthly irrigation maintenance.

Damage resulting from contractor’s crews working on the property (i.e., mower and edger cuts) will be repaired at no charge to the CDD within 24 hours of being detected.
Contractor shall not be held responsible for any system failure caused by lightning, construction work, pre-existing conditions, freeze or other acts of God.

Contractor shall not be held responsible for damage to the landscape caused by mandatory water restrictions placed on the property by the governing water management district.
Contractor will visually inspect the irrigation system weekly while performing routine maintenance. Contractor will provide a 24 hour “Emergency” number for irrigation repairs.
Contractor shall take all required readings from meters or at pump stations as required and work with the CDD representative to file all quarterly and/or semi-annual reports to the Water Management District.

COMPONENT “E” – ADDITIONAL SERVICES
To be priced separately but as part of the landscape contract. These services are subject to bids at management’s discretion at any point.

Note: Additional services work is to be considered as a supplement of the overall Landscape Maintenance contract. All Special Services work is to be performed by supplemental crews. CDD management can bid out these services at their discretion and work is to be completed according to this scope, or as CDD Management agrees. In addition, contractors should and are expected to recommend when they believe these services should be carried out in their bid documents.
Additionally, all “Additional Services” will be billed in the month they are performed as a separate line item on that month’s invoice. Additional services costs will not be spread out across the full annual contract.

- Bedding Plants – Annuals (If Applicable)

The nature and purpose of “Flower Beds” is to draw attention to the display. The highest level of attention should be placed on their on-going care.

Schedule

The most appropriate seasonal annuals will be used. A standard yearly rotation includes but is not limited to: All flower beds on the property will be changed out four (4) times per year during the months of January, April, July, and October. Changes to the amounts of annuals, rotations timing, or date of installation can be made at CDD management discretion.

Contractor recognizes that flower beds are intended to highlight and beautify high profile areas and should be selected for color, profusion, and display.

All newly planted beds will have a minimum of 50% of the plants in bloom at the time of installation and they shall be 4 ½” individual pots.

Contractor will obtain prior approval of plant selection from the CDD representative 2 weeks before installation.

Installation
Plants are to be installed utilizing a triangular spacing of 9” O.C. between plants.

Annually, prior to the Spring change out, existing soil will be removed to a depth of 6” in all annual beds and replaced with a clean growing medium composed of 60% peat and 40% fine aged Pine Bark.

All beds will be cleaned, and hand or machine cultivated to a depth of 6” prior to the installation of new plants.
Create a 2” trench where the edge of the bed is adjacent to turf or hardscape.

A granular time-release fertilizer and a granular systemic fungicide will be incorporated into the bedding soil at the time of installation.

All beds should be covered with 1” layer of Pine bark Fines after planting.

Follow-up applications of fertilizer, fungicide and insecticide are provided as needed.

Annuals that require replacement due to over-irrigation or under-irrigation will be replaced immediately by contractor without charge to the CDD.
Maintenance

Flower beds unique to the property will be reviewed daily or at each service visit for the following:

Removal of all litter and debris.
Beds are to remain weed – free at all times.
All declining blooms are to be removed immediately.
Inspect for the presence of insect or disease activity and treat immediately.
Seed heads are to be removed from plants as soon as they appear. “Pinching” of certain varieties weekly is to be a part of the on-going maintenance as well. Frequent “pinching” will result in healthier, more compact plants.

Prolific bloomers such as Salvia require that 10% to 20% of healthy blooms are to be removed weekly.
Pre-emergent herbicides are not to be used in annual beds.

Contractor guarantees the survivability and performance of all annual plantings for a period of 90 days. Any plant that fails to perform during this period will be immediately replaced at the contractor’s expense.

Warranty

Any bedding plant that dies due to insect damage or disease will be replaced under warranty. Exclusions to this warranty would be freeze, theft, or vandalism.
- Bed Dressing

Application of designated mulching to community bed spaces.

Schedule

Mulching will be carried out Once per year. Once in the fall. The most desirable month is Early November. Mulch will be priced “per yard”. Application will be completed within a two-week time period.

Installation

Prior to application, areas will be prepared by removing all foreign debris and establishing a defined, uniform edge to all bed and tree rings as well as a 1” to 2” deep trench along all hardscape surfaces to include equipment pads, in order to hold the mulch in place. Bed dressing should be installed in weed free beds that have been properly edged and prepared.
Bed Dressing should be installed to maintain a 2” thickness in all bed areas, including tree rings in lawn areas and maintenance strips unless otherwise directed by the CDD representative. Some areas will require more mulch than others. Focal areas are to be prioritized. If at any point the application does not allow enough yards to maintain 2-inch depth across beds, then an additional proposal will be created by the contractor for the additional needed yards.

- Palm Trimming Schedule

Specimen Date Palms such as Phoenix varieties (i.e. Dactylifera, Sylvester, Senegal Date, etc.) in excess of 12’ will be trimmed up to two times per year in June and/or December as needed. All vegetation will be removed from their trunk and nuts and loose or excessive boots will be removed and/or cross cut during this process. Contractor will monitor for disease and recommend treatment if necessary.

All palms less than 15’ will be trimmed as needed by the detail crew during the regular detail rotation as outlined in General Services.
Washingtonia palms in excess of 15’ will be trimmed up to two times per year in the months of February and August as needed.

All palms other than Washingtonia, in excess 15’ will be trimmed up to once per year in the month of August.
Trimming shall include removal of all dead fronds, loose boots and seed stalks.

Trim palms so that the lowest remaining fronds are left at a ten and two o’clock profile or nine and three o’clock at the discretion of management. “Hurricane” cuts are only to be done at the direction of the CDD representative.

When trimming, cut the frond close to the trunk without leaving “stubs”.

It is imperative that the contractor use clean and sanitized tools, sanitizing their tools thoroughly from tree to tree.

EXHIBIT    – WELLNESS RIDGE MAPS OF SERVICE AREAS WELLNESS RIDGE LANDSCAPE MAINTENANCE MAP

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EAOI LOT SHAU INO.UO£ AMIIIMI.M10' FRONTYAII.DUTIUTY EAS£MEN1'.
21fAOi LOTSHAU. INQ.UO£ A MHMIM S SIOEANDRu.it YARD ORAINAGE ANO IJTIIJTY EASEMENT.
3] S111E£TCORNER RADIUS SHAU.NOTEFFECTSTREET SIDE YARD Oil fROHT $ETMCl(S.
4/ CANOPY TREES TO 9t' A MINIMUMCf 3"CAL,12' HT. x 6' Sl'RD.
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LANDSCAPE SPECIFICATIONS
GENERAL;
G1} Take responsibility for adhering to all requirements stated as outlined herein and on
the landscape drawings.
G2) Toe scope of work for the landscape cootractor for this project shall Include tne provision of ell labOr,mater!als and equipmenl required to complete an tasks associated with the landscar» and Irrigation installation as sM'o\11on the drawings or noted herein. Take resporisibllity for coon:lillalln9 wllh the general oontractor reasonable access to power ind potable wat&r sourcM es required.
G3) Take responsibility to asslf1l B qualirled projoct manager aod field supervisor to wor1< directly with the owner'$ repr-os&nlative and supervise the worl< at all Umes through final owner scceptarce. 1t Is the contractor's responslblMy to ensure that project manager has a complete cu11ent set of documents on-site a1c1M times.
G4) The lends.cape contractor br this project must be able to document a minimum of five (5) years of comparable experience !n the lns!aHaUon of plant matlffial for projects of slmilar scale, Jntensity and quality. General contractor must submit documentation to owner's represen1ative for approval prior to bid award.
GS) Take responsibility for lamllarizJlg lhemselvas with 1t:i:lsting site conditions and notifying the owner's represootfllive in writing of any concerns prior to commencement of work. This evaluation should Include, but Isnot limited to, wrificatioo of surface and subsurface utlUtles, grades, �lmansioos and soil condltlons.
G6) Take respomlbllltyforfamllarizlng themselves with project plans and scopes of work. relalad to associated tru:tes to be performed by others Inorder to Identify key coordlnallon items Including, but not Jmited to, site aCC9ss, me\arlal storage, sch&dullng and sequencing of WOfk. Tal<e mponslbiHty for COOl'llnatlng aH site Issues wlthlhegeneralcontractor.
G7} Take responslblllty for the ?fOleclion of al adjacent wor1<, materials and equipment
k"Om damage due to their ac:lvllias. Til9 landscepe con1ractorsheD be !IOl&ly responsible for any damage or Injury lo pel'!IOrl or property that may OCCU' as a result of the execution ol their work.
G8) Take responsiblllty for the agronomic eva!uallon of soil charactel'fstiGs. Evaluailon must Indude ctiamlcal ano�lsby a qualified agrlct.1ltural soils te,tlng laboratory. Soils sample should ba lekan lmrredlately following comph,llon of rough grading activities and should be collected al a rate ofooa sample roreach 10,000squarefeatof Impacted area, or a total of s'x, whichever Is greater. At a m!nlmt.m the chemical anelyslsofthesollshouldcaislderthefollowing:
A.Percentageoforgariicmattef' B.Sailnlty
C. ph
D.Limt1conten1
Mineral nutrients Inell.ding concentrations of nllrogen. phosphorous, potassium. Coldum, magnesium, ln:m. n"lc, manganese. copper, sulfur and molybdenum.
Potentlalhazardsor l11podlmentsforplantgrowthlnctudingsalinlty,sodlum chloride.boron, lmpai"ed!<listrucill(8ordrelnaga.
Sand fraction analysb as a perconl passing through 1", 1-114" and no. 200 sieves.
Percolation 1ete In inches per hour. The analysis &houkl also Include specific recommendations to he owner's repmsentatlve for any amendments end backnl mixes ror optlmal plant growth to be made to the soils priot toplanting. Toe contractorshoUldlncludelhecostoflhlssoU testlnglnthelrbasabldas welt es the basic bacl11ll mixes specified nereln but should lndude any enticlp,ated oosl for scll amendment The oonln!clor ls k>i:n,vldc the owner's representative with cq)les of al soil testing results. Submltlal documentation
�tal'-<lcontaina�icsiteplandeplctlnglocatlonsanddepthfromwhlch  each sample was dra,.m.
G9) Take responsibility for oortirmlng the quantities of each plant matertal required to adequately cover the area siown on the land&eapa plans at the prescrll>ed spacing and notifying the owner's rerresentalive lmmedlately of any 1)81'C8ivod discrepancies fortwo(2)daysprlorloplartlng.
G10) Take responsibility toref1r to Iha following references In detannlnlng compUance with bestpradlces:
Florfda Nurserym1m 8'ldGrower's Association (FNGA) slandards.
Flor!de Turf aro,s MSOc!11llon's (FTGA) stondords.
Florida Deparlmenl cl Agl1cu1ture, Bureau of Plant lnd11Slry, 'Trades end StandardsforNursaq P!ants",latastedillon.
"Cabling, Br&clng an� Guying Standards for Shade Trees· as publlshed by tile nationalarbol1stassa;leUOn(NM).
ANSI A300 1995 Staldards as established by the Treo, Shrub and Ottrnr Woody Plant Malnloranca Standard Practice.
ANSI, Z60.1-Amer1ca, Starldard For Nursery Stock. G."Slandard Plant Namis"as aslabllshed by Hortus Ill.

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G11) The owner's raprasentatlta raSBN9S the right to datar any end all review responslbililies rela1ed lo lall!dscape 10 the profect Landscape An;hitac:l or other aulhortzedagenl
G12) Take responslb!lity to grent the owoar lhe follow-Ing warranty rora period of one

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groundcovers. The warrant)·period for sod shall bo alx months (180 days). I!ls understood that tho werrantr 19 IO boInclusive of all labor, matorialB arid aqulpmont nocesearyfor the replacammt of any dorectlve plant materials. Wa11anty Is Intended to cover defects and unsa1ldac\OfYgrow!hcausod byno faultoflhe owner. During lho warranty period the landsc�a conlrack>r she\l make every reasonable effol1 to replace any dead, dying or tlseosed material within a period of 15 working days
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G13) The plant quantille!I shown on tho i,andscape contract documents aro lortha coovenie�ce of the !andscape contractor. Take responsibiil)' forvarifylng eM quanlitiesandrepoc\inganyd!sqepanclestolhelandscapearchltectforciarific:ation priOr to contrsc:t award arid at commencement of WOik.
G14) Take rasponslt)ijty 10 verify \he extent of grassing work in Iha field, The con!racior she• be responsible for providing grass lnthaareasshov,,non lhap,!anlnsufflclent quantity lo provide fullC011erege. AddiIlona\ grass req�ired wal beadjusted based on a s<1uare footaoo unit price. Areas to be grassed shaKbe amended par sob report to provlderequlradnulrlentsanclsollphofbelWaen6.0and7.0,
G15)Takerasponsiblleyforprovld/ngp/ants,spaoadasspeciliedontheplantlisl  When Installing shrubs Inplanting beds, spaciflg of material shall take precedence over quantity ol matarials indicated for p!anllng areas.Notify landscape architect immediately If such situations arise. Shrub and groundoover spadng Is genaraay Indicated on the pli111\ listforaU'massplantlngs', Ac:c«ltsoolbs and traee that are 1\01: part of mass plantirigs shal be spaced as shown on lheplans.

PRODUCT:
P1) Take responsibility forconfirm�g the ava\lab!lity of allIha specied plant materials within two (2)weeks of piqect award. All requests forsubslitu\lon due to lack of ava\labiHty must be made lo Iha owner's raprasentatlw in writing within this period. No substitution shal be poonllte<I without prior writtanapprcvel from the owner's representative. Ta);a rasponsi�ity for exhausting all meafl!IPossible to obtain Iha matarlalsasspecllitldprlortorequastingsubstltut!on.lnorderlobe considered by the owner's representativeas v!eble alternates planumu5lshare the same general appearance/ form, JnstalaUon size, mature size, oolor, qua�and growth habit Materials must ba offered at no additional costs to thllowner.
P2)Theowner'srepresentattvereserveslhe1ighttorevlawandapproveallplanl materials, Including sod, at their SOUl'C(I nursery with the landscape contractor prior tode!lverytothejobslte.1tistheresponslbllityofthalendscapooontrectorto coordlne1e and schedule aN nursery trips with Iha landscape ar�ect or owner's represenletlve e minimum of two weeks prlor to the sditldule dale for material delivery for shipping, The landscape contractor iS lo provide a minimum of one wook to the owner's reprcsenlalive for all trips. The owner also reservm; the lights to have thenurseryrevlewol'rnatertalorloprovldeapprovallnrou!f,revlewofphotographs  or representative samples.
P3) AH plant material suppllers, ineluding sod, for this ptoJect must be able to doet.menl a minlmum offjya (5) ye.it$ ofexperlenceln the specialization ofgrow!nQ and culivatlonofcomparablematerial8asspeclfiedforthisprofect. Takeresponsibgitylo pnwlde documentation k>Iha owoel"s representaUve lor approval prior to procul1ng matarlal.
P4)fn preparalionfortlledeliverytolhasitethelandscapecontractorshen only prune branchosorrC)Olsaflernollfying0Wnl'lr'srapresrmtaUwi. Prunlngehouldonlybe prntormedasrao,ulredtoassur9safeloadlng,shlpplngandjobt,11ehandllng.lnno casacanenyl/aabetopped.Pr!ortoshlpplng11Htraesshouldbesprayedforll18C19 endlungusasweffasalolJerantl-dasslcanl
PS)Balledandbu118p�ahouldbedugandpreparedforslllpmenllnamannerlhal   will not d&mags roots, branches, shape and future development after plenUng. Trees should be roo! pruned 30 days prior to digging andh!ro81led off at the nursery for a minimum of 30 days prior to shipping. Jn addlUon to n:iotballnigaUon ths nursery should provide overhead mist irrigation for Iha duraUon of this period. The product received on-site should have a frrm ball with natural BGUs. Dryad, cracked or broken rootballaw�l not be accepled. Roolballs should be sized ala minimum die, ratio of 1Tofrootbenloraach1"oftreecallpar.
P6) Take responslbHity lorlhe prepamtlon of soils WithJl an plantinQ areas Inclusive of prollldlng all Imported sol materla!s, soil amoncments, soil condllonera and fertBlzen1esmqulred.
P7) So�praparallon ls tolncklde the following fertllizar'flilh the understanding that sol! mbc design may need \0 be adjusted based on outcome of agronomic testing:
A.Treoa, 100% alle soil with 5 lb. Mllorganke per cu. yd.
B.Shrub1, 100% site'-011 with Osmocote controhd release fort!Hzor (17-11-10) per manufec:lurel'1mcommendatlon.
P6) Should owner's representative and contracloregraawilhIha recommendation of theteellngagal'ICy\orurtheramendthesollathaconttaclor'scontraclwlNbe odjuatedaccordlngty. Thoeontreciorshsllberequlredk>!lll>mltaamploaof amended soils to be re-tested to connrm cornpllancewlth re<:ommendaUons folklwing1hesameproeeduresestlleorlglnaltests.
P9) Take responslbllltyk> provide !he owner's rep1esantatlvowlth one quart, sealed and labeled bag of sol! from same location that test umples hCfl!! drawn. The O"-Nnar reserves the right to obtain secondary analysis to conllrm ttst rewlts at their expense.
P10) Take responsibility lo provide ltlcl owner's repreSCfltalivll whtt one quart 11ealed and labeled bag of any Imported soN material amendment or condltlcner uaect In the preparallonoflheplanUngareas.
P11) The owne�s representative reserves the right to review and approve al/ plan! malerla\e\thejoba:lleprtortolns\alletlontoen1ure1halthede!1van;idstateofthe materials Is In compliarica with the material specifications contalood heroin. In the adVant Illa! delivered malarial does not comply with the project requ\rem8flts 1he owner reserves the rlpht to retect such meterials andrequlm the landscape conlrectorlommovsandreplscere]actedmeterlal1atnoedditlonalcosttoU"\a  owr,er. The landscape contractor shall rom011e rejected plants and materlals from the p10Jectereaendraplacawlthaccoptablamaterials.
P12) All pianl material shaHmeet or exceed the requirements for Florida No, I quality ln acoord11ncew1tnthegl'tKktsandstendardsfornurser,plarupubHahedbytl'lesta!s ofRorlda,departmentofagrlcullure,curranteditlon.1Jlplsnlmaterl11llstobe sourc&dfromanurseiyunlenspaclf1callynot&dlobacollected,
P13) All plant material sizes specified are minimum sizes al tine of lnsi,aUellon. All con!�nar and tree caHpefslles ere minimum. Container orcaliper slw maybe lncn,asedilnec:essarytoprovldeoverellplant&tzcspecilled.Materlalhelghtend  width speclOed In laridscape schedule Is based on branches In !hair nonnal position. Specifiedcalipcrlstobemcasuredetapolnt12�abovelheg:ound.

P14) All plantmaterlalmusl be dallver&dtothe prllfcc\ sile and Installed In good health, free of pesl pest eggs, fungusand disease. Root sys1ems shall be vigorous and fibrous, filling the container but shaU not be root bound or exhibit spiraling roots. Varlficallon of Iha health and vfgor of all plant material Is Iha sole rosponslbmly of thalandscapecontractor.

EXECUTION:
E1) Toko rosponslbllity for ensuring ell work (ond!Nling dellvory, stoJ'l!lge and diaposal of lhe!r materials) ls performed In compliance v,in applicable Jurlsdiellonal codes.
E2) Take rasponsiblllty for maintaining the area, maierlals and equipment within the limits ofworic In a safe, neat andordarty mi,n.ner. Excess materials and debris are lo ba removed from the work area no leu than dally or as directed by lh6 general contractor.
E3) Take responsibilityfor maintaining wor1' BGti\lities IMthin the limits ofwDfk and performing won:at �mes. and ina manner, as prescribed by the general contractor.
E4)TakeresponslbUltyforany8Jlcavatlonlnthevic:inityofpre-axisUr,gornewty lnst�ed utilllieswithlhegeneral contractor. Jt lsthe responsibility of the landscape contractor to nollfy lhe owner's representativea minimum of 48 hours prior to digging forfleld v8ffficallon of el underoroulld utilties and other elements.Take responsibility lot prior to inMlatlng operations eme-gency repair plans end any posslble servk:o intemipllon(s) on-site and off. The landscape contractor shall bear the sole responslbllty of any damage to subsurface utiltlas caused by their work. Return of services to off-atte areas (Ifany) mus,be Immediate.
E5)Take1"6SponslbilitylotakeprecaullonstcprotectaneXistingsltaroads,pal1tlng lots, curbs end ulilllles from damage. Thia applies not only to the area within1he llm!ta of work btJt also along any local accass roacts or roadways kltemal to Iha project.
ES) Take respoosi)llltyfor allnecessary safety measures dul1ng construction operations to prOlect the publk: according t0 al applicable codes and recognized local practices.
E7} Take responsl)lllty !or with general contractor to ensure thet temporary erosion arid sedimentation control measures (silt fence, geo fence and/or other measures) are !nstal!!d prior 10 beginning excavation.
E6) Take respoosbllity for the maintenance Ct( al plant materiels and the planting areas unU! finalacc.eptance by the owner's representative
E9) Tha ownei's representative wlfl not review any change order requests from the landscape contractor related to 'extra' work perforrnlifd without prior writlan authorization trom the owner's reprosenlatlve.
E10) Take msponslbility for $Chedullng deliVllo'\as d sod so that aU deliveries lo site will be Installed no more than 24 hours from the lime It arrives on site, The amounl of sod deltvered lo the site at any one time shoukl nolueeed the emounl \hat can be lald under lhaaa lime constraints.
E11)Takeresponsibllllytoexerclsecarelnlhaplac.ementofsod.Sodshouldbelald  wltll staggered rows ruMlng perellal to slope c.ontours. In 61opa sltuatlona:, begin 6od atbaseorstopeandworl:uphll,aUsod should be rolltd and rart�luid wllha granutar1�feltlizernvedeysaflerplantlng.NewlySOddeda1easshallbekept  moist for the fnt week after planl!ng afler'olh!ch a watering rate of 2• per week, lncludlngralnfal,shou!dbeaufffclenL
E12) Take responslblliy loreradloatln9 \\/Oads whoo theHmits of allplanti'lg areas prlortobegll"ll'Mlglandscapelnstalle!lon.Psrenrialweedsandgrasseslobe  removed 'ncludt, but are not limited lo, nut grass, puncture vine, morning glory, dog fennel, torpedogrMS, Bermuda grass, Bahia grass, kikuyugrass, crabgrass. C8lpal grass. sedgo olld other' noxious and/or lnwslw weeds, This slfo is lo be rnalnlained weedfreethroughoulplantlngoperatlons.
E13) Take responsibility forpra-tilage toac:arifysois inall planting areas toa minimum depth of 4". Densely compacted areas between 85% and 90% are to be cross ripped to a minimum 8" depth. In the process of IH!ing il'8 unacet1ptable materials inducling, but not !lmlled to. foreign debris, construclion waste, tools, concrete. asphalt end rockagreaterlhan1fl.dlametaronaverage. lnareasloracelvasodll!lnfertiherlo a daplhof2"ata rateof12 pounds per cubic ft.
E14) Take respcnslblllly for the owner's ropr&B0nta1ive with record copies of all shlppltlgracelptsforalmater!als, lncludlngplanlsandsod,dallveredtothaproject site. Delivery o( al fertilizer end sou amendment materials must be In original, unopened contalnel's bee�ng manufacturer's guaranteed chamlcel analyals. name, trade mark and conformance "1th slate law.
E15) Take respoosiblay to store aN materials In an eraa to be determined by the owner's representative. AR excasa stored materials must be removed prior tofmal acceptance from lhaowne,.
E16)Tekerespoosibilityforstaklngallplantmeterlals!nlhelleldlnaccordancewith  the lend&eape plans for approval by the ownefsrepresentat!ve prior to oxcava1ion andfnstaUatloo.TakeresponslbllltytorstakssorAagstolndicatelocatlonsof Individual trees whereas an shrub and groll!ldawer materlals must be laid out in their conlainars with the appropriate spacing lorowner's representative review and approval. The owner reserves the rigllt tomake fiekl adjustments to plant layout as partof\t\isreview.Faiurebylhalandscapecontractortoobtalnlayoutapproval  from the owners represefltatlve pnor to in$1allati0n may re�llll In the removal and reJnstallatlono( materials by the contracior at no additional costs lo the owner.
E17) The lrrigalloo system Is deslgl'led to maintain an eslabllshed landscape. The contractorshallnotralyonltesthenewmaterial'ssolasourcaofwater.Take rasponalbllltylorprovldlngsupplomenta.11rrigallonthroughhendweteringoro1her means (lndudlng temporary drip, water wands and S011ker OO!!es) to help eslabRsh Iha new and salv8900 matorial. T.ake responsibilitylo continue to monitor the molsturecontontforalltreesandshrubs.Usecaretoavoldcraatir,glargahole  water Jetting.
E18) Take responsibility for protecting and malnlaining all plant matartal to remain within lhe llmlls of coos1ructlon as Indicated on Iha plans. Existing trees to remain shall be undisturbed and protected byberricades er�ed at the perimcleroflhe tree dr!pfino.Novehlcleshelltravcrsethlsaraanorlhallanystoregaofmaterlalsor  equipment be pennl\led 'NIthin lhls protected area. Bear the sole responsibility of replacement for any damage to protected materials caused by consu-uctlon activity wlthoutaddlllonalcoststotheowner,

E19) Take resporu1blllty tor e5tabllshlng a-ti mainta!r11lg the stability and plumb condition or all installed plant materlals111til receiving final acceplance from the owne(s reprosentalive.The contractortlall be respons!llla for replacing any plant material 'Nhk:h Is damaged due to lnadetuataguying or staking. a! oo ad<itional cost to the owner. The contractor 11hal11m0\/8 ell stek!ng metarlats the and olthe warranty peood and dispose of propellyolfsi1e.
E20} Should the landscape contractor be required to rep1ac11anyd!lrTlaged, diseased, dying or dead plant material It ls undemiod ttiat the replacement matal1al ls to be ofthasamespecias,slzaandqualityasthatoriglnaUyspecifledandapprovedby  Iha owner's representattve. Replecanm with aliemate materials wll be pelTllitted only with prior 'Mitten approval from theownets representative. The contractor will be responsible for the removal of al mt.ertalsar.d laavlng the Impacted a,ea dean folowlngenyremedlalactlon.
E21) At the end of the wammty period theowner res8fVes Iha right to have the contractor replace any decUn!ng malerii or reque.sl an extension of up 10 ninety (90)daysonanyspeciflcmateriel.
E22) Take respons!bllily to Install plant mmriels using the besl hortictAtural praclicas: A.Protad.pliinl material from danlBJ8 during doliveiy, sieging and lnslaffation.
B.Do not begin in$l8Jlation of sl-rutland groundcover materials prior fo complelionofin1gaUonlnstallatl111endfinl�hgradin9,
C.Do not Install plant materialsin'M"ldsIn excess of JO m�as per�.
D.Do not Install plant material It desned a11a condltlans wll lmpede the ablllty ofplantmatar!altolhrlvewithoucnotllylngowner'srapresentellvaof conoams prior to in�atlatlon.
e.Perform aN WOOi In accord with al applicab!a !aws, codes andregulations Inclusive of all permits and lnspectlon&requlredbyfederal,stateendlocal Jurisdictions.
F. The use Ct( cables and chains lalhe ilUng of tree, Is prohibited. Trees are lo be lifted using nylon straps a miinumof 4• Jn width. Wrap tnnks lo protect fromscraplngandscarrlng.
G.Tha'choke'strapplngmathodfalffllngtreeslsprahlblted. H.Donoldropplantmatarial.
t. Limit \he amount cf plants lo bailstalled per day lo those that can adequately be watered In the sane da'f.
J. CarefuUy remove containerized i:enls from \helr cans lo avoid breaking Iha roolball. Containers should onlyte removed Immediately prior to installation endplants slloukl be lmmadlatei, walfied after placement.
K.Removeb.irlap end cut steal b&t.ata lrornat taes1the lop third of the rootbs!t for aHB&B materfal. Ramova IW1baskets to a minimum depth or 16'.
L Plant materiel rTMJBt be In staled II e«rect elevation In relation to fltllsh grade as Indicated on the plantlngdetalsaflersetVlng. Plants set at Incorrect elevations wHI need to be ral!ledor lowered accordlrigly at noadclltlonal cost to the owner.
Set leflillur tablets on top of roo"Dal for aR trees laid 0111 for planting to al!ow0Wfl8f's representative to omfirm correci amount.
Plartilg pits for trees end shrubsmust be excavated to the dimensions speclf,edonlheplantingdatalls.FollowirlQp/antingareaimmediately su1TC1Undlng pl.1nt is to be tampej Orm arid use water jet technique to remove anakpod<.el!lrepeating as!l!qlied.
Applyro.wettlng agent to the solace of all pion! pits lortraaaand shrubs per manul"adurer's recommendatlom.
Apply mulch !n evenlayer to dapj1shoWn on detail. Do not place mulch Withoul the approval of the O'MIG's ,epmsonlatlve Iha! wood removal and l!oe grading requirements haw been mel
Conlirk.lous!y monitor status of Installed malerials and make modifications, clearH.1psandreplacementsasnquired.
E23)Alproposed trees shallba lnslalledellherentJrely In ar entlrelyoutofplanUng beds, P1an�ng bed outlines shall not booba:trucled end &hall be smooth Md flowing. If trees are located outside platting beds In grass areas, malnt.tln a minimum lhlaa feat 3' wide offset to elblt lormowers to maneuver.

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Certi!icateofAulhorlzati Number Fl #3932

Wellness Way Phase 4
City of Clermont, Florida

Construction Approval	April17,2 Vertical Datum NAVD!IB
Landscape Specification

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GENERAL LANDSCAPE NOTES
1} All on-site existing conditiOl'l5 including surface and subsurface utilities, grades, dimamlons and soil conditions shaNbe verified by the ccntractor before con51ruclion begins. The conlractor shall berome familiar with all plans prapared by othera lhal affect the landscape and irrigation work. Any discrepancies shall be brought to the 11Uentlon afthe ownefs representative.

SOIL PREPARATION FOR ALL PLANTED AREAS:
Areas to be planted that are densely compacted. 85% to90%. shaU be
cross-ripped to 12 in. depth. Areas over go% compact!!l shall be cross-ripped		 to 24 in. depth, and, over 85% shalt be cullivated to achieve 80% orless
compaction to a depth of 18". all /\II unacceptable materials shall be removed.

Every possible sareguard shall be taken to protect buijdlng surfaces. equlpm&nt, furnishings, curbs, ullllliesand existing planting area9 to remain Including lawn. The contractor Isresponsible for any damage or Injury to person or pwperty that may occur a11a ros.ut of negngence In the execution oftheconlraclot'sWOl!l.
The conlntctor sha11ln1erface with other work being perfonned by other contractors. II wil be necessary lor 1h11c.ontractor to coordinate and schedule activities, wllere necessary, with other contractors and their subcontractors. The landscape contractor shall Insure that their work does not Impact establishedor projected drainage patterns.
Plior1o planting instalation, the cootractor shall confirm the availabl�ty of all the specified plant malerial& and make arrangements with the owner's representative and O#flef's representative to rav\ew and field tag agreed upon plant materials al leasl one (1) week l)'ior lo delrvery to site.
AII p!ant materialslze9specifiedareminimtni sizes. All container and tree caliper sizes are minimum.Container or caliper size may be increased if necessary to provide overall plant size spetified.
The contractor shall be resl)Ofltlible for removing exlsll'lg vegetation as required and preparing plan6ng areas pnor to Installation of plant materials.
The landscape coolraclor shall lest project soils to verify that the soils on-site a,e acceptable for proper growth of plant materials and adequate drainage In plant beds andplanters. The landscape conlractor shalt coordinate the IOCatlon, and procurement or exisling on-&!te soil�pies with the owner's representative. Representative samples shall be submitted to a certified testing laboratory for analysis. The findings, together wllh recommendations for amending the soil& shal be revle�d and aPPfoVed by the owner, landscape atchileci, and O'M"ler's representative prior lo deNvery and lnslaUaUonofplantmaleriabatthejob.
The landscape contrador shall Insure adequate vertical sol depth and drainage in au plant beds and planters. Excavation ofcompacted fill shall he ai:compllshed IDinsure proper soil dep(h aOO drablage,
AII planlingbedsshal be stakedIn accordance with the plans and approved by the ownafs TBpresenlalive pr10r to planling. Th11landscape contractor shall provkte stakes or irrigation llags to locate the edges of au sllrub and groundcover plant beds and individual trees and palms. If existing conditions do not allow lhe design to be laid oul as sllown. notify the owner's representative Immediately.
AH proposed trees shaH be installed either entirely In or entire�out of planting beds. Planting bed outllnes shal not be obstructed and shaR be smooth and flowing. If trees ere localed outside plantlng beds In grass areas, maintain a minimum ttvee reet 3' wide offset to allow for mowers lo maneuver.
The plant quanliUes shown on lhe landscape contract documents ere for the convenience of Ille landscape conlmdor. The landscape contractO!' Is responsible rorveril'yslg ell quantities and reporting any discrepancies to the owne(s represenlellve fordarif1Callonprtor to contract award and commencementofwork.
The laodscape conlractoJ shall verily !he extent of sod work In the field, iric:ludlng gfBSS areas damaged during oonstructlon. The contractor shsa be responsible for providing sod In the areas shown on U11:1 plan, In sufficient quantity to prov"de fuH coverage, AddaJonal grass required will be adjusted based on a squara footage unit price. Iv-ea:. to be grassed shaft be amended per soils report lo providerequired nutrients end soil ph of between 6.0 end 7.0.
The landscapeconl/llctOfshallbe responsible for providing plants, spaced as specified on the plant list. Whan lnsta!Rng shrubs1n planting beds, spacing cl material slle!I take precedence over quan�ty of materials indicated for planting areas. Notily owner's represeolatlve ImmediatelyIf such si!uallons arise. Shrub and groundcoverspacingls generally Indicated on the.plant list ror all 'mess plantings'. Accent shrubs and trees that are not part cl mass plantings shaH be spaced as Shown on the plans.
1�) The landscapecontractorshal bo rosponslblolor tho stobitlly and pfumb conOUion of all Installed plant materials, 11\e conlractor shall remove ea staking materials the end of the grow-In period and dispose offslte.
All planlilg beds shall be lop-dress&dwilh a 3" layerof1"11'Jlch as spedfied. All trees shell have a 3" thick mulch ring placed arcxrid the bese of tile trunk. Toe landscape scope of work includes mulching as an Integral part tile project.
Alt plan\ materials shan receive adequate waleting by the landscape contractor as requinld until the landscape wrigalion system is fully operational and until final acceptal""ICO by owner.
All eXistlng plant beds to remain WIIIWl the COftStrUctioo limit line sha� be left undisturbed. Existing lreas lo remain, as noted on the drawings, shaK be left undisturbed Sod protected by wooden ba,rlc:ades erected at the perimeter of the
tree drlp-line(s). No vehicle i.lla.U traverse ltis area nor shall any storage of malerials or equipment be pe,mi\ted 'Mthin Iha area of the lree drip-line(s). Any exi5mg plant beds or trees dam&ged by constn.ictlon activity sllall be replaced by the ,esponsible party al their own expense.
No treas shaUbe planted within designaled utility corridor.i, public right of way nor arr( plants located within four feel(4') of any swale centerline ldenUfied on the drawing9. Field ad�Ias necessary and review adjustments with Ille owr.er's repr&senla1ivepriortoinstelallon.
The conlractor shall be rMpoosible lor removal of au debris and excavated backfill off-site on a daily basis at no additional cost to the owner.
See landscape speelfications for further requirements.

	Soll for planting shall be free of rocks over 1/2 ln, In dianeter,and tree of foreign debris, refuse, plants or roots, dad&, weeds, stio.s, solvents, petroleum products, coricrete, base rock, or other delet81'1ous oru/l!esirable and unwanted materlals. Soll shall be free of soil-borne dfsuses and capable of sustaining healthy plant life. Materials not meeting suchroqulrements Bhanbe removed, lndudtng all temporary road bases or pavemeitalready In place.
In area wlllch will receive ITlport soH. scarify lheeldslhgsoil 12 In. deep if the soil has been compacted prior to backlillng.
Backfill planting media for all shrub and turf areas sllall ta provided al a mln. depth of6" end sllaU be comprised of the following nixtll'e:
•1/3coarse-gralnsand
1/3peat
1/3natlvaclassAsoil

GENERAL NOTES:
MULCH NOTE:
All plan�ng beds and tree w&ls to have 3" layer of med!um nuggel pine bark mulch. All trees In lawn to have 4' diameter rooch ring.

225E. Robinson Street Suite300
Orlando, FL32801
407.839.4006
Certificate of Authorization NumberFL#3932

Wellness Way Phase 4
City of Clermont. Florida

�·PEB/AIS
Construction Approval	Aprll17,2024

Vtrtical Datum NAV088
Landscape
Notes

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CITY OF CLERMONT LANDSCAPE CODE NOTES
1j BUFFERS SHAU BE PRCMOEOamsLSTENTwm-tSECTION 111-73 � THE CITVOF a.ERMONT I.AND tE.\tiOF'teff CODE. INTERIOR LANDSCAPe: BUFFERS eETWEEM ABUTT1NGPROPEATYIIOUNONUESW.YHI.VEASHAAEDlENj10)f'OOT'NIOEI.ANOSCNE
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Suite300 Orlando, FL32801
-407.839.4006
CertificateofAtrthorizatlo Number FL 13932

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Wellness Way
Phase 4

IRRIGATION NOTES:
THIS NIIGATION PlAH ISso-lEMATIC ANO IS fOR PEJIMITTING PURPQYS ONI.Y.
THE CONTMCTOR IS RESl'ONS!8LE FO� PROVH>NGA COMPLETE ,'NO OPERABLE SY'SHM FOR. THE IRRIG,'TION Of .UL I.ANOSCAP£
Pl,l,NT/NG ON sm. PLANS ANO SPl:CJf!CATIONS MAV NOT INDICATE ALLnEMS NtCESSAIIV FOIi ntE PIIOPER IRRIGATION Of THE
PROJ(CT AND TilE CONTAACTOR liOI.OS THERESl'ONSIBII.ITY' FD� FURNISHING I.AIIOR, MATERLAl.5 ANO CQU!PM£NT REQUIRCO FOIi
A COMPLETE ANO PROPER PROJECT MN IF NOT INTHE 11-«flo\l Sf>f.CIFJC-'TIO),IS.
).. TilE CONTRACTOR SHAl.L 8£ IU:SPOl'-ISl8U fORCONSTRUCllNG 111E SYSTEM It-I COMPLET£ M:CORIMNCE WITH ALL AN>ilCA8lE
COO.ES ORDINANCES ANOlAWS, ANY MOOlflCATIONS w.oe TO OONRIRM wrrH SA.ID COOES, I.J,'-.YS AHO OROINANCES SHAll SE
COMPt.ETED AT THE CONTRACTORS EXPENSE AT NO ADDITIONAL COST ro THE cum,.
-l  CONTltACTOI\S AA£ £X?€CTID TO PERSONAI.U EXAMINE TllE SITEANDRJllVACQIJ,\INT TMEMSEt'Je;WITH Al.I. OFTHE EXISTING
CONDmONS SO THAT NO MISUNDERSTANDING MAY Afl1RWAWS ARISE TOTf-lE CHAMCTER OIIAS TO THE EXTENT Of THE
WORXTO BE DONE. THIS Wilt Al.SO ENSURE THE CONTAAOOR WILL BEAWAAE OF WHAT Pf!t:CAl/0005 NEED TO BE TAKEN TO
AVOJOIHJURYTO PEOPl.lOROAM-'CiETO PROPERTY.
All.PROl'OSEOPIANTMATtRIALTO 6£IRRIGATt0 8V A 1cm6AIJTOMAOC SYSTEM.
6. IRRIGATION SYSTEM SHALL NOT SE INSTALLW THROUGH lXISTING PLANT COMMUNmEs.
1. THE CONTRACTOR SHAU MAKE EVERY POSSIIL.E EfJORT TO PRESlRVEEXlSTNG Pl.AHT MAltflW. THATMS BEEN TAGGED. WHEP.E
SUCH MATI!UAlS fAUS 1N TttE PATH OF TRENCHING, THE CONTAACT�SHAU REROUTE lH1: PIPE ORHANOTRHfCH AS
NKESSAAYTO PROTECT nit OESIGNAT"EO PlANT MATERIAL TiiECONTltA.CTOR MUST RESTORE mt NEW PLANT MAJ'l:Rl,\t ()«.
SOO TOITS OI\IGINAI.CONOITIONIf IT IS DAMAGED IEFORETHE OWNER Will.GIVE FINALACCEPTANCE.
IRRIGATION SPRINICI.ER ZOHES TOBE SEPARATE FOR HIGH ,._,,,O lOW WATER REQUIRtMENT AREASANOOPERATEOON DIFFWNT
IRRIGAllON OVERTHROW TO NONPEfWIOUS ANO NATUAAlAREA TO OE MINIM!ZEO.
. A RAIN SHUTOO TO BE INSTAt.LEDWITH IRRIG'-TIONCONTROUER SYSTEM.
AU TREE, SHRUB ANO GMllJNOCOV£R AREAS TO IE FUU.V IRRIGAIED 'MTrl tAICRO·IIUUGATIONJtoWVOLUME EMITTEl!.S. �
SOD AAE>.5 DESIGNATED TO IE IAAIGAUO, SH.,l,LL BC 8E IRRIGATEO WITH ROTOf't OR SPRAY HEAD SPRINKLERS SPACEDTO PROVIDE
75-100'Jr,COvtRAGl
PREOPITATIOtl RATtS FOR SPRJNIUJ\S �  AU OTMtR EMITTtRSIN THE SAMEZONt SHALLB! MATCHtO, EXCEPT THAT
MICROIRRIGAllON CMllT[RSMAY BE SF'EOFIEO TO MEET THE REQUtRLJ-.1�NTSOF INDMDt.lAL �TS.
F.RIGATION SYSTEMS SHAU BE DESIGNED TO IMXIMZE UNlfORMIT'i, CO�lPf.RlNG FACTOI\S, SUCH AS: lMITTER TYPES. HEAD
SPACING, SPRJlll(lERPATTERN. WATER MESSUREAl Tl-IE UATTER.
1', IAAIGAllON WATERSuPPLYTO BEPI\OV01:0 ,VTHELO\Vl'Sl'WATlROUMllYSOURCEAVAI\ABLE.

IS, IRR�TIONANDPIANTINGSSl1o\UCOMPI.YWITMAtlVAPPUCABlE WATUllfmEHTlANOSCAPEOII.OINANct5.
16. NON·!'OTA!lEIAAIGATTONUNlSTOMPURFUINCOlOR.
\7. 111/IIGJ.TION Pl�NG TO atl.OCATEO WITHIN Pl.ANTWI. ORSODAAEAS WHEJl['ftlFEASIBlt PIPING UNOlR' ROAOS TOBE
INSTAllEOWITHINSCHEOUlf-40f'VC.Sl.£M+G.
SCHEOIA.f 40 PVC SLEEVES SHAU BE P\AC£0A MINIMUM Of 2"" BELOW Grw>l�D BACKflllEDWfTH Cl£AN SANO. NO P.OCIC IS
TO BE IN CONTACT WITH THE PVC PIPE. THE CONTRACTOR SHAU PROVIDE MNl.1UICIMRKOO Al EACH END Of THESUE.VE.
SI.EMSHALl8E.f"MlNIUUM.
IRRIGATION COMMUNICAllONSCA8lE SHALLHAVEITSOWtlSEPARATE 5UIVllNl.£SS OlHElrWISlNOTH>.
ALL IAAIGATION WATER MAINS SHAl.l BE SEPAAATED FROM WATERMAINS BY AMINIMUM HORl2:0NTALOISTANCE Of SIX (61�EET
MEASUREO mGE TO EOGEANDA VERTICAL DISTANCl Of TWavt: f'KHES (12'llfTWEEN THE f.NERT OFTHE UPPER PIP£ ANO THE
CRO'lt'N Of M LOWER Pft. WHERE MINIMUM SEPARATION CANNOT 81: t.Wi'fAINED, 5££ CROSSOVEl DETM R'EQUIR0.4UU'S IN
TliEDETAllSHErn.
Z1. A'Y' TYPE fllTER SHALL BE INSTAU.t:OAT TH[ HEAD END OF LOW VOI.UMEtl-mAND JN-UNE PRESSURE REGLIIATOR'S TO REOVCE
,RESSUR£TONOMORlw.AN1SP.5J.SHAll8f.lll"UZEO.
Z2. AI.L�  mTINGSSHAttBE REINFORCED W1tH 2000-l'SI POUREDCONCR£11TIRUST 6lOClS 0RAMEcw.NIC,\I.JQfn
R!STRAINl.
23. CONTROL SYSTEMS SW.UPROVIOE THE FOI.I.O',w-«i MINIMUM CN>ABllfilES:
21.t  AellnYTO 8£ PROGRAMMED IN MINUTES, 8Y OAVOFWWC. SU.SON. AHD1111£0f DAV;
232. A91UTV?O ACCOMMOOATE MULTIPLE STAATTIMES AHO Pl'IOGRAMS;
23.3. AUIOMATICSH\JTOFfAFUIIAO£QUATEIWNfAI.L;
ll•. AtllllTY TO MAINTAIN TIME DURING POWER OUTAGES FOR A MINIMUM ('I IHREE (J) Q\VS;
23.5. OP£AATIONALltE'Xl8IUTYTO MtEf APPllCAfll.E VEAA•flOUNDWATER•CON!UlVATION IIEQVIREMtNTSANDTEMPO!tAAY
WAT'ER·SHOflTAGfRtSl'RlCTIONS.
2•. THE OWNER MUST N'PIIOYE A'/f'I SU8STITUTION MAO£.
THE IRRIGATION CONTRACTOR 15 FULLY RESPONSIBLE FORlHE W0NC Ut(TI. THEOWtlEll Gt/ES RNM.ACC£PTAl<la.
CONTRACTOR Will GUARANTEtTHE QUAUTYOf HIS MATERIALS ANO WORK fC.O,.., (1) VUJL THIS PER!OD U<iNS WITk THE
flNAl ACCEPTANCEOf TWE OWNER.
THE CONTRACTOR SHAU.PROI/IOE AS-WU OIIAWINGS. SltOWING ALL HfAOS, 'o'Al.'1£S. ANO PIPE UNES TO SCAl! AFTER
COMPlEIIONOF PIPING ltlSTAl.lAOON.ntf OW'NERSHAll PROVIDE INSTRUCT'ICH SlfffTS AND PAATS UST CO\UJNG EQUIPMENT.
.4, RECOMMENOED SEASONAL OKAATING SCHEOIJU ANO A\JEAAGE PA.fCIPITAmN AATES FOREACHIAAIGATION ZONE FOR SOTH
ESTAIIUSHMM AND MAINTEt-W.Ct CONDmONS SIW.l 8E PROVl>EO. RECcw.MNOEOW,WTENANCEACTMTifS AND
SCHEOOLESSHALLSEINClt.lOEO.

City of Clermont, Florida
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Vfflical Dillum NAVOtl8
Irrigation Notes & Schedule
L4.50
DATI: Feb.17,2025 ·6-3302.11

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Crty of C/trmont. Florida

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Owner Review	August27,2024

V«tlall D.turnNAvoe8

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n'PICAL LOT LANDSCAPE PLAN NOTES
1JEACHLOTSHM.l.lNCI.U0£AMIKMUM10'FRONTYAAOUTILITYEASD.4EH1.
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City of Clermont, Florida

Construction Approval

VertltQI O:IWII NAVD88
Typical Lot Landscape Plans

August27,2024

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Phase 6
City of Clermont, Florida

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Vertical Datum NA.VD88

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NOTE: IM'lere single family lots are deficient of astreet tree withinthe right�f-way along the frontage of1he lot, (1) additional canopy tree isrequired to meet the ml"limum number or requiredtrees per City of Clermont code Seciiori118-71. This condition appfies to lots 40' wide and larger.

!

R/W------------------- 
41' x 120' Single-Family Lot (Front Loaded, No Street Tree Present)

Scale: N.T.S.

PJ'N------------------
50' x 120' Single-Family Lot (Front Loaded, No Street Tree Present)

Scale: N.T.S.

Landscape Plans

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LANDSCAPE SPECIFICATIONS
GENERAL:
G1)Takeresponslb\Ntyforadherin11to•l1equi1.monlsstaltdasoutintdhtr1lnandon
tholandseupedmw1n11s.
G2) Tho ,cope ofworkforth<o landscape eontractorfor thlspro}t,ctshal lnc!udo tht
provision ol 111ll lobor, matorlal• and equipmont required to complete aHtaska ossoelattd with tho landscape and l!Tlgallon ffilaletion H shoWl'I onlht drowln11• or notod htreln. Tok• ro,ponilblit)' f010CMll'dina� wlh UM IJOneral contraetor reasonabh aceeH lo power and potable waltf sources n required.
03) Take responilblity to ullgn aquaitl6d pro)tcl mana!Jft' andl'leld 1uporvllor to work directly with tho O'Mllf'a rep,nentatt,,,e and supervise tht work at an times throughflnal owner il!CC�.ltl$theconhdo(s responsibility t,onwre that projed manager has e eompNbtCU1Ttnl:sttcrldowrneMSon-,b at tll!mH.
G4)TM landscape conlnu:t01fol this projtct mustbe abh to documtri a minim�of r1Ye (5) ye•�of comparable oxpariel'" in the installatton of plantmaterlal lorpro)octs or similar sc1il•,Intensity andqualfy, General eontractaf m.ustS1Jbm1documofflltion to ownel'srepresantalive for approval prior to bkl award.
G5)Takerespon$lblltyforfamilerizinglhlmselws.Yrith axtstingslaeondillonSand notlfylngthoOWIMl's r,p,.ser,ative in�cfari,- �ms prior to c.ommenctn'l9nt
of work. This evaluation showd include. but isnot lmited ltl,verification ofturface aod subsurfaceutiitle1,grades,dlmtmiomandsolcooditionl.
G6)TakefMpO!Tfllblltyfor farn!(artzing th&mWtlff wih  PfO]Klplant and tcOPH of
work rekrted to a,soclated ll'ades to be ptl'fonned by olhtrsInont.r toIdentify k•Y eoordlnatlonItems Including, bit not imil.9d to, sit.accHs. matffltl storage, schedulng and sequencingof work. Take ro.sponsi:,illty tor c.ocrd:nadng 1I sR• Issues
withthllg41nert1!conlrector.
G7} Tako ,-.sponslblMty for the protKtlon of 11a4alcent wcrk, mat.rillII and eq1Jlpmtnl
from �mage di.la lo their activities. TIMI lantbcape contractor shal bt solely responslbl• for any damage or in)uiy to person or proptrtythat may occlJf o.s a 1es1.11t
ofhtX9etltlol'\Ofthelrwork.
G8) Takorosponslbllity for tht agronomic tvaluatlon of sol characterl1tlcs. Ev1lu1tlon
mustincludochomlcalanalyslsbyaqueJrfiodogrk:ultwalsolbt.st\nglaboratory.Solls sample should be tak11n lmmedlalely folo'Nflg completion ol rolJgh�ding actMUes and1.hoUJdbe collected al a ratt of one sample for each10,000 square loot of Impacted area, or a total of sir. whichever \s grflater. At a minimum thfl chemlctl
om1tysls ol thO sonshould consider the folowing: A.Percentageoforvanlcmatter
B,SaMnlty
C. ph D.Umecontent
E.MtlOralnuttie/U inctudlngconctntrations ofnltrogen,pho11pho10YS,potassium. C-alclum,magnesilln, �on,zinc. manganese, copper, &UIIM' 31'\d molybdonum.
F.Potentlalhazard,orlmpedlrnonbforplantgrowthlncb:1.-.gselinlt,.sodlum chlorldo, boron,lmpal1edsoll wueu... or drainage.
G.Sand lractlon1naly5lsas a percentpaHlng thrqh1", 1-114"and no. 200 sieves.
H.Peri:olatlon r�te InInches per hour. The anatysisshoWdalsolnclucloepeclfle rocomm.odatlons to the owner's rePfasonlattv. for any 1111Ml'ktnenl:s and bllc:kflll mbl:es r-or optimal plant llfOWth to be madeto lhe sob prior to plentlrig. ThecontraciorshoUldlncludethaeosloflhlssolltesti'l;lnthtlrbasebldos
w.l os tho bo:,ic b.i.1:kfll mi>(es spaelfied herein but should lnclu(ki ony anticipated cost for soil emendmtnl. Tho contractor Is to providetho owno(s represontotive with copies of also�IHting res!Als. Submittal documenllltlon mu,talsoconhllnagrophlcsiteplandeplctlnglocationsanddeplhlromwhlch
each somplo was drawn,
G9) Tako ruponslbility !or connrmlng the quantities or eoeh plant materiol roqulrtd to adequatoly covor the oroa :shown on the landscapo plons at the proscrlbod spacing and notifying the owner's reproHntalMl lmmodiatoly errany perceNod dlscropanclos
for two (2)do.ysprlorto planting.
G10) Takerespomslbllltyto refer to!he folowingraloraner.1 in doterminlng compllonce
wittibostproctlcH:
A,Flo,ido. Nur.. iymen and Gl'OWlll's Association (FNGA) alondards,
Flortda TurfGro!lSAs.soclaUon's (FTGA) sto.ndarcb.

l

Flo1lda Oaptrtmont of Agriculul'e. &.aau ol Plant lndu,by, "Tlades and Standards for NurseryPlenb", lat9$1 acition.
"Cflblng, Bniclng endGuying Standards for Shade TfffS0 DS pubhhodby !he llolllonal aiborbl u�lation (NAA).

'l

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ANSI A3001005Standards as established bylhe Tfff, Slwuband oth&f Woody Planll Malrtenance Standard Pmctic».

I

ANSI, 260.1-Americun Standard fof Nurse,y Stock. G."Staooord Plant Narnos" as t$hlblishod by Hortu, 111.

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G11) 1ho owne(a represertative rose/VISIharight to defer any and allreVfOw rosponslbllltlH ralalod tolandscape to tht project Londsmpe Mhitoctor othlr authorizodagenL
G12)Takerospon&lbllltfto11ranttheowne11hefollowingw11m,ntyfora�iodofone

f

J

year (365 days) frcrn tho data cffmal occeptani:o foraltroH, :shrubs and groundcover�. The warranty period for $o,d111111 be she monlhtl (1e0 day,). It Is undOl'llloodthat th, warranty bto bt incMPlo of al labor. 11\alorials and oqulpmant nocessary ror the ropklctmont of ony defectivoplt,nt matorlah. Warranty Is lntondod

I

to covu dofeets andun�tislactory growth c.lusod ti',' rt0 f1ull cf Iha owrt0r. During the wort3ntyporlod the land"ape contraclor&hallmakfl everyreaaonabte errcrtto roplacci any dood, dy\ngor d\Hastd n,a\triol within a porlod of 15 working days

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i
1
l

G13) Tht planll quanti1kls shown en thelond�apecontrACI documtr1ts tit lo1Iha convenlanceofthalandlcapecontractor,T11kere&por11lbllit,forverifyingoll quantititsondreportinganydi�rtp11nclestothtlondtcapeorchlectforcla1ificution prior to corbacl award 1/ld at comm1ncem1nt of work.
G14) TaM regponslbity to >1erlfy !ho t)(\entof grassing work lrl tho riold. The con(7&Ctor shoH btl ,.spoM!bll- for provl<ing 5111n Inthe 111as thown on Iha planin sufficient quantity to provldt ful covuai,t, Acidltlon•I grua reqtilred w11bt adjusted based on
squa,e footage um prtco. Artas to be g111.1sod 1halbe amondad per sob 1tpo!I to provide ,�red nutrients and aall ph of belWHn6.0 and 7.0.
G15}Takaresponsiblityforpr�planb,1pactd1slf)ICilledonthaplanlbl   IMlenmtaingshrubsinplantingbtds,Jpac:ingofmat.llal1halt:tkeprec!ldenc:t  ov.r quantiyof materialslndicat.d for pk,ndng ar.as. Nolily landscape ,rci.!Kt lmme<btet:, f such situations ,rise.Shnb a/UI grounclcow1spacngIs�neraly lndlc:ated on the plant list ford 'mass plantings'. Acctnt slwbs andlrees thahra notpartofmas,i; panti!IIJS shallbetp11ced as ahown1in thepla,a,

PRODUCT:
P1)Takar11sponsi,itytorc.onftrminglheavalloblllyof1lthespacliadplantmatonats wlhln two (2) wMks ofprojecteward. Alrequntl !orsubstitution di$ to IKk of anf�mustba rnadttolhaownet111p1... ntahIn writing withinthis period. No �nshd btp11mllltdwith011tprlorwrltlitnopprovolfromthaowne(s raprMtntaM. Tak• r,nponslbiltyfor exhaustingal means poHlbh lo obtainIha rrn.terialsasspecifitdpriortorequa1tlngsulmtutlon.lnordtrtobtconsldtredby  the owner"srepresento\Jv41 a1vlab$ii alleti'll.tltplanbmutl st.rt lhtsarna � appearance/ form, lnatallallon size,rnat11• alZI, colcr,quatty and gf0wth habk.
Matorlals must be offered al no additional coats10 the owner.
P2) 1be ownar'S represeru.tMI resflrwS th• right to Nl'MW and approv9 •I plant materials, nl:lodlng sod, at their source nurnry wih lhe l■ndseapacontractor prior todeivorytothltJobsito.lllsthtrtsponslbR\lyoflheltndSC111pecontractorto coordinate11ndsclltdUe1llnurserytrlpswlthlhelandscapearchitactorownel's representative• minimum of two weeks prior to tho tchedulo date for material dtlivtry fOI' shipping. ThfllalMbcape conlreetor I& toprovide a minimumol ooa week to the OWNfs repr■sentalivt ror aM trips, The owner also reserves the rights to l'lavt the nurseryreviewofmat.rlelorlo provldo IIPf>f(lvalthl"OUllh1aviewofphotograpt,s
orrepresematiVesamplls.
P3)Alplant matar\alsuppia!S,Including IOd, forthis FfO)IC!mustbe able todoclJfnent a mirimum of five (5) years of exptrlflnce ln tile s�iatatlon of grov,ing and culrialionofi:omparabltmaterialsaaspeelfltdforthlsproject. Takt1esponsibityto provldt documentation to tht owntl't representativelot approwil prtor lo procumg
malarial
P4)In peparatlon for !ht deliwiy to \ht sit• tht lanchcepe contn,dor WI onty pr,.lnD branches orroots after notl)tlg owntr'1representaM. Pruningshould only bt preformedas roqulrodto osiure sol•�ding, ehlppklg and Jobsite hencling.1n no easacananytrMbeloppe,d,PTlortollhlpplng1ll11ffsshouldbasprayedforimeds and ft.ngUSH we• asI foliar anli-dttsicarL
P5)BtlltdandburlrlptrHSshouldbtd.tg•ndpttpa�forshliwn-ntinamamerthat   wll not damage IOOb,branchts, shape andMura dlveSopm1nl after pla!Ulg. Treas showif be root pruned 30 days prior to digging and hardened olf at tht JIUl'Mf)' lor • m.in,numof30dayspriorlothlpp!ng,lnacklliontorootballrri;ationlhtnurso,y  5hol4i prowle ov«htad mbl lnlgattonlorthedllrlllon ofthb petiod.lhe product recGNOdon-sle shoijd hovoIII nrm bellwlth nat\llalsoh. Dryad, entektd or broken roolbals wl notbe acce!Xed, R00tballs should be Jized ,t • minimum dia.ratioof 12" ofroolbal for each 1" oflree ca�per.
P6)Takoresponstilitylorthepreparatlonofsoilswlthlndplantlngflreasinduzivtof  providioll al lmport.d soilmaterials, sol•�ndmonts, soi1condtionan aod fertiii9111asrequhd.
P7) SoilpreparationIs to Includethe lolloWinglortlllzer with the understandlnsa!Mt soM mbtdesign mayMl<I to be adjusted bas.ad on outtomo ol agronomic testing:
Trees, 100'lloaltei$0ijwith51b.Mllor111nltoparcu.yd,
Shrubs, 100% silo &01wlthO.mocot.controlod rol11Hfertiliz1r (17-11-10} parmanufaeti..wal'srecommenclaHon,
P8) Should ownefs rapr,sen\otlvt nnd contractor ogee with tht reconvnendation of tho to:rtlflSI ogoney to fi..wlhar amtncl Iha !JOiis lht conlnlclol'a contractwl be adjusted accordingly. The contractor WI bt �Ired to submit sampJes of 11mendtd sols te be r.tested to confirm compllani:o with rocornmendations follM!nglha51mepl'OCedutOSIISthaorlglntllests.
P9) Tako responsNty lo prow:lt !ho ownefs reprostntatlvo wlh on■qUail, sealad ond labeled bll11of &ofl from same locallon lhat tm Nrnples hart drawn. The owner' reservestharlghttoobtaln50C0ndary1nalyshloconllm,ttst1tsultsatthff
eXpel\Sfl.
P10) Take respon:slllifyto provide the ovmol's repmel'UIMI wilh on■quart sealod 11nd labeled bag of any importod 5011material am.ndmant or concitionor used n lht
prap;uation of the plar-.ing 11ea1.
P11)Thaowner'srepresenlalrle rtst!V8' the rllJht to review andllpproYII el plalll materialatlhejobsittpriortolnstalalionto6t'ISUr1thatthedatvGrodstat,orlho materials IsIn compi.incflwith1h11 material $p0Cif'�ltlns containod herflin. lnthe adventthal.dfliverodmnterl31doea not i:omplywlththepro}tct requlflmontsthe owner rastrVfllho rilJhllo 111fecl such materials uld require tho landscapo contractorltlremoveand�ptacere)ectodl'IUlteriabalnooddklonalcosttothe ownor. Toa landscapecontrocto1 shal,emove reftcted pbnl• and materbls from tho pro¼acfartaalldrepia«w!thocceptoblflmate1lals,
P12)AI plantmaleriol shal moot oroxctod tht l'Oq1,kementsforFlorido No. I q1,1111ityin occordanco with the g,oda.,11.nd stondarde for ninery plants pubhhod by 1119 stato offlorida,clopr.rtmentolagrlculture,curr•ntod!tlon,.A.Hpklntmatorialbtobo sourced from a nurMiy unltss spoclllcallynotod le be eolloctod,
P13)All pbntmatonal,ti:esspecillod oro mln\rnlJm s\zo&et Umaoflnslallation.All cortalner ond tree cal per sb:o, aro mlnlmlJm, Ccritalnororcalipor size may bt Increased ii' nflCtssary to PfOvlde overall plont slto Sl)(lcffied.Material height and width spedltd Inlandscapeschedule� bntdonbranches In lhtir no1mal pasit!on. SpecifiedcalipMlstobomea,..,...,dotopolnt1rabovtth,,;r1ound.

P14) All plant rna!erla.l musI be delwred \0 tht protect s!te and Installed ITT good health, treaol pnl, pnt eggs, fungus ,nd diHase. Root systems shal be vigorous andfibrou,,filMngtht�lnarbutshalnotber00tbovndorexhlbitsplrar,ngroots.  Verificallon of lht health and vigor ol al plant mat«tal ls th, sole rHponslbllity of thel1ndscapocontractor,

EXECl.JTION:
E1) Take re1ponslb!l'iy fer tl'IMlrlngal work (uicludng delNe,y. stora11e and disposal of thar m,t1riab) It ptm)ffned Incompliance with1pplictbla Jurladctional codas.
E2) Tako rtsponsU:,Hity for m11lntalnlng the orea.mattrltls and tqvlpmtntwlNn the limlts of work inI saf41, naat •nd 01dertj manner. Excess mtllr!tls and debris ere to tHt�ovadfrl)l'lllhewolkar••noleMthan�lyor•1dlrectedbythtgeneral   contractor.
E3} Take re,ponsit,iltyfor m11intalning WQl1r.aclivitieswithlnthe limitSofworltand parfonn�wof1r;ettinwis, and Ina marnar,ts prescribed 17flhegeneralcontractor.
E4) Ttkt respon$1bilityloranyexeaYationinlhe vicinity of pre-existing Pl ntv.+J lnstall&d ldtlaswith tht general contrador.11Islhe responsibilityofthalancbcape i:ontractorto notjy thl owner's 1apresencatl\la a mlnlrm.rn ol 48 ho\n prior to dlggfnglllrlleldverific:atior,ofelundergroundutlllits•nclothertllllmants.T•k.e responalbtlityfor priorto lnlilting operatlonsomergencyrepair plans ancl any posslblestrvletlntt1111ption(s)on-sitaandoff. Thalandsc:epeconlntelorshalboer th• sole responslblily al any�mage lo subs.urface•1tscaused by their work. Return of services to off-sill areas {If any) must be Immediate.
E5)T11.ke1tspomlbllltylot:tktprecautionsloprot.ctalexlstlngsltoroads,parklng lob, curbsand�Illas from damage. This apples not only to Iha area wilhln the Jmits of work but also along any local 1cceurotdsor roaeffll�Internal to the projtct,
E6)T1korespon�ltylorllnoce1sarysafat,m1a,uresdll'ingconstructlon  operatlonstoprotectlhep.j)llcaccordlngtoenapp11c1blecodesandrflcognlzod localprectlces,
E7) Take rtspon,ibllityfor with gtntral contractor to tnsllfll that lemporaiy erosion ond sediment.lion oonltol measures (sit r,nca, oeo fence and/or other measu111s)
11.1a lnstahd pitor to begmlng excavation.
ES) Take ru.pon,lbllityfor the rnuitenanca ol al pl.int materials and the planOOQ arHs urd me.1 -.coeptanoe i,,,Iha O'Nllt(S 1tprewntatiVe
E9) The Ol"Ml'sr1pre1tntaliveWil oot review any chanllfl order requests from the landseapa i:orlnlctorretaladto'extr1'workperfomtedwithoo.tpriorwritten oiJhorlzatlon ffOm !hi owne(s reprnento.tiva.
E10)T1ke1aspont'blilyforsch,ectJlingdtllveria•ofsodsothataildef.vfltltsiotlewill  be lnstalad nomoralhan24 hoursfromlhetini.itarrlvason site. Theamoi.ntol &oddeM-i11tdtothtUID•t31TYOMtlmt&nOUJdnotexceedlheamounl:lhlltconbe laid undllthtst lirnt constraints.
E11) Tekt rasponsNty to ax•rcbt ear,In lht placement of sod.Sod should be,laid wllhstaggeradrowsrurri'lg pardtllu stopoconto..n. In slope situattons,btglnsod at bast of alopt and work uphl, 1R wd shouldbt rolltd and ftrtilzed with111 gra/l\Jlar16-+afertizer llve dlys after planting.Newry sodded ueas shal be ktpt mobt for Iha l'nt WHk •lltr planting1fterwhlch a walaMg rate of 2"per WIik. lnekldlngralnfall,1holAdba"'"'lert.
E12)Tekeresponsl:>liyforerackatingw,lds�thelmitsofaU�l'ltnlJareas   prlortobtginnlng1tnd$clpelnstalallon.Ptrtnnliil�andgrassestobt   rtm0vedincluda,�are notlrm&dlo, nut grass, puncture vine. morringglory, dog 1,nneL tcrpedogr.ss. Born,l.ldagf8$S, Bahia gus, kilruyugras,, crobgrass., ca1pot grass, $Gdg• and olher noxious and/or inw51ve wae<b. Toe site t, to bt malnlli'led
Wfladlraethroughol.tpiar&goperations.
E13) Tak, 1aspon11lbiityforp1e-tlagotoscaritysols In en planting areas toa minimum depth 014". Dense� compacted areas bttween85'% and 90% ara to be 1:1oss ripped 10amlnlmum8"depth.lnthtproeessoltliogareunacceptab1ematarla15inciudlng, bUI rt0IVmlttd to, !C>l'tigndtb1b, construction wastG, toOis,concretll, asphak and rocka g,reatartllan112"cliam.tltronavtrap.ln1reasto rtCfllvesodtllllnferlilizarto o depthor 2· 11a rate of 12 pounds per ciblc ll
E14) Tak• reaponslblity fortht owno(s representative, with record coplgs ofd
�pplr,grocelpt,forallmatelills,includingplarisand•od,delr.'erodtothopro}eet  silo. Ollivflry of all flrtila1andsoi amondrnent rnaterlab must be In original unopened conlalnal'a btori"!In,or,ulacture(1 pranked chemlcal analysis, name, lrado mark ,nd c.orfo1rna11C1 wkh Wllfl law.
E15) Taki rospon1bity lo store el rnatarialskl an area to be dotornwlOdbylha owner's ropie&flnlative.AI excoustored rnattll■ls must bt 1tmovtd prior to fwll
Kceptancefromthtowner.
E16)Taktre1pon1!bllilyforstlklngalptantmaterlalslntherieldlnaceof'dancewith lhelanckcapaplansforapp1ovalbylheown•l'sr�sentativeprlortoexcavation  tnd IMlalatlon. Takelfll)Omlbiltylol'sttkesorllagsto Indicate loc:atlon,of l:'ldlvldualbeeswherea1anshrubandgr�	materials must be laidWS'I
!he.- eonllinars wilh theapp,oprtata spacing forowne(s rtprflSGntaliVereview anct epprovaL Tht owner reserves lhe right tomaker!Okf tdjuslmenl:s toplant layoiJ: as parldlhlsrflVlaW.Failurabythalandscap1conlractortoobta:lnJayoutapproval from the ownar's 1tp1ast!UWe prior to ln5t:tllalion may 1'115UII in the ramoYSl tnd r&lnstalbtlon of nu,terlalJby the conll'ador at no addliln■I costs to the owner.
E17)Tho�n systombdeslgntdto mtintain an ostabbhad landscape. The contraelor shall notret:, on !tu the now matariara sole source of water. Taitt responsibility tor PfOvlding supplemenl:il Irrigation lhrcugh hl:lnd watoring 01olhflr moan, (including temporary drip, walorwandsend -k•r hoses) to help establish tht IWIIand,atv.god 1111teria1. Take rosponslbllty to continua to monitor the mclsturtcontantf()l'lllllroH111dshrubs,Ustcllrttoovoldcrt11tlnglar1JOhole w11torfoltln11.
E113) Taka responslblity tor protecting and maintaining 1111plant matorlal to remain within tho limits of i:onsl!uc:ticn aslrdcated onltlfl pl,ns. Eidstln11 b'oas to remain 1h11.Hbound!lurt>adolldprottctodbyborricadueractodattheperim,torollhotree driplin0.Novohlcltsha/\ltavtrSOlhlsor11norsholonystoragoofm1terlalsor equlpmontbtpo1mittedwithinlhlsprotactedarea.Btarthosoleresl)(lnslbiityol ropltKemontror ony damage to protactedmattrlals caused by construction activity wlthoUtaddilionalcoststotheOWntr.

E19)Take1a$pOl'ISibll!tyfore1tabfishlng1ndmaintainlflllthastlbityanclplumb conditlonofalinstaled plantmoterlaKI..Wl'ilrae.tlv\ngOOal•ceeptancelrcm.the owner's r.presontatlvt, The contractor shal be rr.iponslble for repbclng any plent material which Is damaged due to lntdeGUllo 1111)'lng or staking, at no additional cost to U... owntr. The contniclor 1h1011®ve el sta;klng ma!trilb tho end oftht wa11antyperiod and d!sposa of propertyoblte,
E20) Should the t.ndlcapo controctor be r.-od�roptoco 11ny d.:1maged, dl10a,td, dying or dead plant mater!tl It le und,1'toedthat the 11ptacamenl malarial ls to be oflhtamespecie1,11H1ndquaRtynthatorlgi,aJttlf)IClltdandepprovedby   the ownef, repra1an1Dtlvt, Replecemen!wlh a1\11Mta maleriab wl1be permltttd ontywlthpriorwrltten•pprovalfrom tiacwnel'sniprntrtalwt. TIMI con!rl.ctorwil be responsible !or tho removal or al ma"'111s and i.amg tht impacted trta dean folbwlnganyrematfllactlon.
E21)Attht end oftht warranty ptl1odlheome1rest!V95 tht right IDhave tht contractor replace 1nyd.ctinlng mablmlwr9ql.ltSl:anoxtenslonofupton!natf (90)daysonany5f)tCificmatulal.
E22)T1ktresponsi:,ilitytoinstalll)Gntm.illijsjsusi1gthabesthorticuluralpracUcet:
Protect plant matlrial from dama91dlJmg deivery. staging andIMtalallon.
Oonot begin lnstalatiOfl of sl'fubad11rowtdeover malefiab prior to complatton of lrrigrtlon lmtalnonlnd finishgrading,
Donot Install plant materials i'I wim In lll(CflS of 30mhs per hour.
Donolinstallplanl mat.rial l!Oltmad sltconditlonswilimptdltht abity olplant mttorlal to thrive witl',Qutnotfyingownw'arepres.ntaliw of concemeprlortolnstalatlo".
Performall wcrlt In aecord with111pplctblelaws, codes and�atlons inclu1Neofallpermltaend ln,pedOITSraquledbyf&derelstatoendlocal Jurisdictions.
The use orceblea encl chaln•forthalifting of trees ls prohibited. Tran •111 to bt lft&d using nylon sbaps a mlrllllum ol 4" ln width.Wraptrunlcs to PfONlct fromacr11plngondsc111rring.
The'choke',trapping method riiritlnglren is prohibited. H.Do not drop plant material.
Umittheamo1.1ntotplantsto1>tntll8dperdaytothosethatean edac,..tet:, bawalared In th9 nmtday.
ea,ef\.ty rtm0v• contalni;irim pbnls rrorn their camto avoid lxNklna.lho toOibal. ConlD\ntrS should� bl remowtdImmediately prior to lnstabtion and plants &hould be lmmedate!rfflleredafter ptacemonl
Rtmove buliapandcut 1teolbtibttfromatltllslthttoplh!rdoftht roolbaff
!or aHB&B matorltl. Remow wlrtb11keb to a n,iniffll,ffl depth ol 18'.
l. Plant material must bt instaltd atco!NCIeitvltion iA relation to finishgrado
asIndicated on tha pl1ntln9dttell after SlttllnlJ. Plants set Ill incon'ect tlevt1ions waneed to be rlllsedwlowa1td accordingly atno additional cost
tothtowner.
M.s.tfe6trblbMtsontopolroolallfordlretsllldoutforptantingto    allow owne(s N1Pfesentatrw to eonllrm CO/Ttct tmollnl:.
N,Planlingplbforlttflsandshrubsriustbtexcavaledtothtdimanslons   spedkd on th• planting detallis, Folowing pklnting area lmmedalM)' surrounding plant\$ to be tampeor,m and�water jet t.chnique to romo� alarpocketsrepeat\ngasrequhd.
Apply r1-wet1in11agent lo the,i.(boed allplant pits for trees and shrubs Pfll rnaf"1factur1fsrecommond1!lom.
App!ymulch 1n even layer to dtphsho\0/non detail.Do not place mulch wlthovt the11pprcv1I of the owntr'Irapr1Stnlativethat weed removal and llnag.-adlng rtqulremtnb hiVt Mn met.
ContlnuoU&lymonitor 11tatu, of lmtalled mettrials andmake mo<l!lcatlons, deal'l-\lpS and repklcomenb 81rtqulrtd.
E23)Aft PfOpowd trus shall be ln�tllkdi1hara!i111t:,lnortnti1efyoutofplantlng bads, Pb.l'Ulg bed outlines !Shal not btmt,ucttd tndttul be :JmOOlh end llowlng.lttrtesortlocotodout91dtplalilngbedelngra�aroas,maintaina minlmwn lhrn feet3'wido o!Jsel lo ,Jovfot-11tomaneuver.

CAU.41HOURS  Alt
BEfOREVOUtC ....
.fr$nELAWI _ _,btkJw, OIALl11	Cal-�..I.

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4iathb
225E.RobinsonStreat Suite300 Orlando,FL32801 407,839.4006
CertiflCllte of AuthorWtion NumberA.#3932

Wellness Way Phase 6
City of Clermont. Florida

�

Owner Revi!W	Aug11,127,2024

Vertlc;al Oati.n NAV088

Landscape Specification

L3.50

o,.tt: Feb.17 2025  6l302.'M

\\��iHIZ.ltW•	••WoyPhlLASvc>\al<N�onot"'JIOllS•PHk:0-U""""p,oNWl.""11

GENERAL LANDSCAPE NOTES
Al i;m-stte exlstilg conditions lncliding suiface and ,ubsurfllee utUHles,

�2J..¼��

5�1{�TJ9N FOR ALL

J
tathb

gradts, dimension, and soil conditions shal be wrifled by the contracto1 befo1e oonstructlon Hglns. The contractor shall beooma famiiat v,ilh al plans preJ>llr9d by olh9ni thlllt arr.ct tilt "ndtcape and Irrigation \Wik. My dlacrepancles 1hal be bro119ht to the 1ttentk>n ofth41 owner's repr111ntatlve,
Every po11ble nfeguard 1h1U be tak•n to protect building stirtacn, oquipmont. fumlshlnos. ewbs. utilitio1and existing planting art11to rameln incllding lilwn. The contiw,ctor II respomilblt for ,ny di�  or Injury to person or proparty that m,,y occur asa rHUltorneglgence In the execut!on ofthecontr■cto(.. work.
Toe c:ootraetor 1hal lnt1rlac• with other wont bang peiformad by othlr convaetors. II v.il be neeeuary for tht c:ontracto.. to coordinate end IChedule odMtils,�,. ne<:essery, wtth oth9f i::ontnu;tora and thair subcontractors. To. lilndsca� contractor thal Insurathat their work 6oes not Impact estabfishedorprojoctod drainage patlerns.
PrbtoplantinglnstalalJOfl,thecontnietor�alcol'lfll'!T'ltheavolabUityofan  Iha spec:ifitd plant matarlals and make arrang-ntswih lhe ov.ne(s representalive and owne(s reprasenllltMI to reWlw and ffeld tag agreed upon p1entma11r1ars et laast 009 (1) w.ak prk>rto cktl�eryto d•.
AI plant material sizes sl)'Clfledara minimum sti:•s. All container and tree caliper slzlS 111minimum. Conalnar or caliper sin l!'IIIY be lntfftlsed if neeenaryto provide owralt plant sWI specified.
The COf'ltractor shall be raaponslb'41 for ttmaving e,clsilng vegotatlon ts
required and preparing planting areas prior lo inslabUon of plant m1terl1ls.
The land=ipe contractor shaD tasl p,ojt,ct1oh to verfy thal the JOiis on-site
r• acceptable for propel gro� of plant rMieibls and adequ111 dra!nogo In plantbeds and planters. Tho land5Clpe contradot shall ccordlnato the toeation, and procuiomont of extttlngon-th 501un11les 'Mth the owne(1 ropr91entative,Repres1nt1tlv111ffll)le1shalbesubrnlttedto101rtllled  letting lal)oratory for analysis. The &!dings. together .,.;th reeommendettons tor amending the soh 1h1U be reviewed end approved by the o-r. land$alpe ui:mltoct, and OWIM�S representativeprior to ddvtry and lnstalationofplantmalerlalsatlhajob.
IS) The landscape contractor 1hol lns111e adequate v1rtk:1.I sol deplh end drainage In Ill ptantbeds and planters, Excavrllon of con,pac:tad tm shall ba
accomphhed to Insure proper sol depth and dr.lln199. 9)AJlplantingbodsshallbast11k1d inacc:ordancewiththeplansandapprovedby
the ovme(s rtpnt11nlativ1 prior to pbntiog. Tha land$COpe contractor shall providestakosorlrrigatlonftagstolocatalhoedgesofalshnlband   groundcover plant bads and hdMdual lrHs and pem&. If existing conditions do not,lowlhe daslgn lo be laid cut as sho¥m, notify the 0VtT1e1's r1prasent1tlve lmmedlalely.
Al propo11d tr111shal be lnslahd •�her entirely In or enUraly out of planllng beds. Planting bed oulllnH sh1Unot be obtructod and shalbe 1mc>01hand llowing, lflreu ar• locattd outside p"ntlng bads V'Igres, arens, maintain a
�mthroet.•t3'widooffs1ttoafowformo-�tcm1neuver.
The plantqu1ntltlesshownonthelandscapec:ontractdocumentsareforlhe conven1'nc:oofthelandscapec:ont,1clor.Thelandseape00nb'actorll responsib6oforvorifylngalqu1ntitlasandreportng1nydlsc:repanclestothe owner's represantattve fM clarllcallan prior lo «>nllllct award and cornrnoneomentofwork.
The landscape conl1B.clo1 shll verify th• extent 0($0d work In the fleld, lndudinggnoss 1roas dan-agad dl.lilg c:onstructlon. Tho oonlnoetor shalbe responsi>lo for providing sod n the areu shown on the plan, In slllflclent quantity to provld11 ful cov1ra1111. Additional gross required wil be 11djust•d bas.edonasquaNJfootaga un!tprke.Areastobegr.1.ssedshallbeamanded pusol]sreport lo provide roquirodnulrients and sol ph ofbetwaen 6.0end 7.0.
The bndacape c:ontmetor shal bt responsibll for providing plants, spaced as specified on the pl1ntUsLWienlnstalingshM>Slnplantingbed1,spac:!ngof m,tar�I shal I.aka procadenc• overquantity of matarlals Indicated fo1pkllntlna areas. Notify ownefs reprosontatiw lmn-ed�t•IYI .uch situations arisa. Shrub 1ndgroi.ndc:ov11spacinglsgan11lllylrdcatodonlhep6antU.tfo1aH'ma11 plantings'. Accent shrubs and trees that uo not part of mass pllntnu, shall ba sp1c:11dna�ownonlheplans.
Tha llndsc:ape contractorshaUbe ra1ponslbllforthe stability and plumb condition otII Installed plonlmaterials. Tho contractor �all removo Ill staking materiab the end of the grow-in pe1iod end disposo ofbite.
.AJI plllntlng b9ds shlllbe top-drenedwith o 3" tayor ol mulch as SJ)l(:m.d. All t,ea, shal hive a 3" thick mulc:h ring placed a1ound Iha base or the trur.k. Tho landscapo scopo ofwotk lnc:ludasnilc:hing as en Integral part the projoct.
AJI plant mat111ills shall reeelv• r.dequate watoring by tho landscape contractor asrequi1edun!Mthelanclaeapelrrl;atlor1aYflemislulyop1ratlctnalanduntifinal ac:caplllncebyownar.

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17).AJlexlslingplantb1dsto111malnwihlnthec:onstructlon�mltM11shallboleft in:listl.wbod, Exist.ng tr11s to remain, H noted on the drawings, shaU bo loft l.ndistu!bed end protoelod bywoCHJon barric:ad4ts -ctod at theperimllor ol tho llff drip-lin,(s). No vehlc:la shaD traverq thisar♦o nof shal any storag:a of m.,,torials or equipment bo permitted 'Hithin tht area of tho lrae drlp-lina(s), Any uislln51plant bads or t,111 d3imaged by construction activity shd be raph,c:ad by the rnpon,lble party at lheir O'ffll expense.

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Notroes1hallboplonlodv.thlncla1lgnat1dutilifyc:11rtldot1,publicrightolway noranyplanlsloc1tedwithlnlourf1at(<1')ofanyswalecontarlnald1ntlflodon   Ille d11wlngs, FlaId adjust 111 oaoe5sery and review adjustmonts with th• ownef1 r,prosant11tlvapnol'tolnstal11tion.

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The contractor shall be responsible for removal ol all debris and excevated blckfilofkUeonadaU,,,baslsetnoadditionalc:o�totMO'M'IOr.
S111,n<11c:apo spec:lflcatlonr. for lullhtr raquiremenb.

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Areas lob♦ plantodthetaredenselyc:ompect♦d.85%1090%,shdbe
cross-fipPed lo 12 In. depth. Araa1over 90% oorrpad.i shal ba c:rosw!pped lo 241In. depth, and, ovtr 85% shlUba cultlveted to 1di1ve 80'.4 or Jess compaction to a: de?th of 18", el Al 1,1nac:ceplabla maltiiah shd ba removed.
SoNfor plllntlng shaA be lrH ofrocb o�r 1(2 In.In dlunatar, and frat of for1fgn dabrla, roflne, plallff or roots, clods, -eds. stiets. solvents. petroleum products, c:onc:rate, ba.. rock, or otherdeleterlous or111deslrable and unwanled moter!ab. SoH shal be frH of $OIi-borne distasH and c:apabla of 5uslalnlng hHlthy plant lite. Materials not mooting�requlr.rnants shall ba remo111d,fncfudlng1lt•111>0r1ryroadbasesorp1v11111nt1fr11dylr\pla01.
In area which wil rec:1"'9 Import sol, scarify the •xlstrt aol 12 In. deepIf lhe sol !las been compacted prior to l)ackfllng.
<I) Backtil planting media lor aH shrub and tun' 11.reasshdbe provldad at a min. d1pthof6"andshalb100"l)risedorth1followlngrridure:
1/3coa,segralnund
1f3peat
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GENERAL NOTES:
MULCH NOTE:
JW plonllng btds and treewdt to have 3" lay.rdmediim nuggtl pine bank l'hlk:h. Al Iran In lawn to have <I' dlamtlllmulch ring.

CAIJ.48UOURS Alt
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CricateofAulhoriz.alion Nlll!lberfl#l932

Wellness Way Phase 6
City of Clermont, Florida

ownerReview	A119Ust27,2024

\lertlal Datum ™,V088

Landscape Notes

L3.51

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CITY OF CLERMONT LANDSCAPE CODE NOTES
1)6UFFERSSl-'ALI.BEPROVIOEOCONSISTEHTY>11H&ECTIOJ'111t,.T.IOFTIECITYOF CI.ERMONTlANODEVELOPMENTCOOEINTERIORI.Al,/OSCA/>EBIJFFERSBETWEEN A!IUTTlNGP!I.OPERTY 901JtlOA.RlES W.Y HAVE A SIWIEDlEN (10iFOOTWIOE�DSCAPE lllf'FERVdTHAl'�(5)FOOTWI0£01.EFERONE.<CHLOTTO�AMINl"'-IMTEN(IO)    fOOTWDEBlFFER
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Phase 6

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-'SSURE FERCOLAT!ON OF All.PI..ANTINGPIT&llEDS PRIOR TO INSTALLATION

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IRRIGATION OVERTHAOWTO NONl'ERVIOUSNIO NAT\JAAI.J<M.A TO IE MiNIMlllO.
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Section VII

Section A

AMENDED AND RESTATED RESOLUTION 2025-05
AN AMENDED AND RESTATED RESOLUTION OF THE BOARD OF SUPERVISORS OF THE WELLNESS RIDGE COMMUNITY	DEVELOPMENT	DISTRICT AUTHORIZING A PETITION BE FILED WITH THE CITY OF CLERMONT, FLORIDA, PURSUANT TO SECTION 190.046, FLORIDA STATUTES, TO CONTRACT THE BOUNDARIES OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT; REQUESTING THAT THE CITY COUNCIL OF THE CITY OF CLERMONT, FLORIDA, ADOPT A NON-EMERGENCY ORDINANCE TO AMEND CITY ORDINANCE NO. 2022-018 AND PROVIDE FOR THE CONTRACTION OF THE BOUNDARIES OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT; DIRECTING THE DISTRICT MANAGER AND DISTRICT COUNSEL TO TAKE APPROPRIATE ACTION TO PREPARE AND FILE THE PETITION IN A TIMELY MANNER AND TO COOPERATE WITH THE CITY OF CLERMONT TO CONTRACT THE BOUNDARIES OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT; APPROVING THE EXECUTION OF A FUNDING AGREEMENT WITH THE OWNER OF THE PROPERTY SUBJECT TO THE CONTRACTION PETITION TO PAY THE COST FOR THE CONTRACTION; PROVIDING FOR SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Wellness Ridge Community Development District (the “District”) was established by City Ordinance No. 2022-018, adopted on May 10, 2022 (the “Establishment Ordinance”) of the City Council of the City of Clermont (the “City”); and

WHEREAS, the District is located wholly within the boundaries of the City; and

WHEREAS, the majority landowner in the District is Lennar Homes, LLC, a Florida limited liability company (the “Lennar”); and
WHEREAS, Lennar has requested that the boundaries of the District be contracted, to remove a parcel of land as shown on the schematic diagram attached hereto as Exhibit “A”; (the “Contraction Parcel”); and

WHEREAS, Lennar has agreed to pay the costs incurred by the District in preparing a petition and obtaining an ordinance from the City to contract the boundaries of the District and the District has prepared a Funding Agreement which, as of the date of this Amended and Restated Resolution 2025-05, has already been executed and is in effect for all work related to the prior request by Lennar to expand and subsequently contract the boundaries of the District; all work

completed to date and through the approval of the Contraction by the City shall be covered under the Funding Agreement, a copy of which is attached as Exhibit “B;”

WHEREAS, the District's Board of Supervisors finds that it is in the best interest of the District that its boundaries be contracted; and
WHEREAS, the District desires to authorize and direct the District Manager and the District Counsel to prepare the necessary Petition to the City, including all necessary revisions to reflect the requested removal of the expansion parcel, to comply with the provisions of Chapter 190, Florida Statutes for the effective Contraction of the boundaries of the District and to delegate authority to finalize and execute such Petition to the Chairman and Vice Chairman.
WHEREAS, Resolution 2025-05, originally adopted by the District's Board of Supervisors on February 26, 2025, is being amended and restated in its entirety to reflect a change requested by Lennar to remove the expansion parcel from the Petition previously submitted to the City to reflect only a contraction of the boundaries of the District.
THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. INCORPORATION OF RECITALS. All of the representations, findings, and determinations contained within the above Recitals of this Resolution are recognized as true and accurate, and are expressly incorporated into this Resolution.

SECTION 2. AUTHORIZATION FOR PETITION. The District hereby authorizes a Petition be filed with the City pursuant to Section 190.046, Florida Statutes to contract the boundaries of the District to remove the lands, as described in Exhibit “A” attached to this Resolution.
SECTION 3. REQUEST FOR ACTION. The District hereby requests, and such request shall be repeated in the Petition, that the City adopt a non-emergency ordinance in accord with Section 190.046, Florida Statutes, amending the Establishment Ordinance and providing for the Contraction of the boundaries of the District.

SECTION 4. DIRECTION TO DISTRICT STAFF. Subject to the condition that Lennar execute the Funding Agreement, in a form substantially similar to the draft form, the District Manager, District Counsel and District Engineer are hereby authorized and directed by the Board to: (i) to prepare and file the Petition in a timely manner, (ii) obtain the consent and other necessary documentation from Lennar and/or any other owner of the Contraction Parcel (iii) work with all necessary parties to transmit this Resolution to the City along with the Petition to contract the boundaries of the District and (iv) to take all appropriate actions and make all necessary filings to effectuate the Contraction of the boundaries of the District consistent with the terms of this Resolution and pursuant to law, including but not limited to, all previous work on the expansion parcel and the necessary revisions to remove the expansion parcel from the Petition and related documents submitted to the City.

SECTION 5. BOARD MEMBER AUTHORIZATION. Upon District Staff’s review and approval of the Petition, the Funding Agreement and any documentation reasonably associated filing of the Petition as described herein, an Authorized Board Member, as hereinafter defined, is authorized to enter into and execute, on behalf of the District, such Petition and documentation. The terms and conditions of all documents to be executed in connection with any of the foregoing shall be determined by the District Staff, or an Authorized Board Member with the approval of District Staff, and the execution and delivery of any such document or instrument by an Authorized Board Member shall constitute conclusive evidence that the terms and conditions contained in said documents or instruments have been approved by the District. The Chairman and Vice-Chairman of the District shall be deemed “Authorized Board Members” for the purposes of this Resolution.
SECTION 6. RESOLUTION 2025-05. The District hereby approves this Amended and Restated Resolution 2025-05, which amends and restates in its entirety Resolution 2025-05, originally adopted by the District's Board of Supervisors on February 26, 2025, to reflect the contraction of the boundaries of the District as described herein.
SECTION 7. SEVERABILITY. Should any court of competent jurisdiction find or hold any one or more provisions of this Resolution to be invalid or unenforceable, then such provision or provisions, as the case may be, 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 immediately upon the passage and adoption of this Resolution by the Board of Supervisors of the Wellness Ridge Community Development District.

PASSED AND ADOPTED this 22nd day of April, 2026.

ATTEST:	BOARD OF SUPERVISORS OF THE WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT

Assistant Secretary	Chairman

EXHIBIT A
Schematic Description for Contraction Area

EXHIBIT B

[ATTACHED]

FUNDING AGREEMENT BETWEEN
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT AND DEVELOPER

THIS FUNDING AGREEMENT (this "Agreement") is made and effective this 4th day of December, 2024, by and between WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT, a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, being situated in the City of Clermont, Lake County, Florida, (the "District") and LENNAR HOMES, LLC, a Florida limited liability company, located at 6675 Westwood Boulevard, 5th Floor, Orlando, Florida 32821 (hereinafter the "Developer" and, together with the District, the "Parties").

RECITALS

WHEREAS, the Wellness Ridge Community Development District (the "District") is a local unit of special-purpose government established pursuant to the Uniform Community Development District Act of 1980, Chapter 190, Florida Statutes (the "Act"); The District was created by the City of Clermont by the adoption of City Ordinance No. 2022-018 (Documentary No. 2022070534) adopted on May 10, 2022; and
WHEREAS, MILLROSE PROPERTIES FLORIDA, LLC, a Florida limited liability company, located at 5505 Waterford District Drive, Miami, Florida 33126 ("Millrose"), is the owner of certain undeveloped land adjacent to but currently outside the boundary of the District, known as [SWAP Property]; and

WHEREAS, Millrose is a wholly owned subsidiary of Developer and/or an affiliate of Developer; and

WHEREAS, Millrose and Developer desire to have the [SWAP Property] included within the boundary of the District (hereinafter "Expansion Property"); and

WHEREAS, the District requires that the Developer enter into a funding agreement to pay for all engineering, legal, administrative and other costs related to the expansion of the District boundary and the filing of a petition to expand with the City of Clermont (hereinafter "the Petition"); and

WHEREAS, Developer and the District desire to enter into this Agreement to provide the District such funding relating to the Expansion Property and the filing of the Petition; and
NOW THEREFORE, based upon good and valuable consideration and the mutual covenants of the Parties, the receipt of which and sufficiency of which are hereby acknowledged, the Parties agree as follows:
Incorporation of Recitals. The recitals stated above are true and correct and by this reference are incorporated herein as a material part of this Agreement.

Provision of Funds. Developer agrees to make available to the District such monies as are necessary to proceed with the filing of the Petition and all other related work related to the Expansion Property as follows:
Developer agrees to provide to the District any such monies upon receipt of an invoice from the District requesting such funds, as invoiced pursuant to an agreement or engagement letter approved by the District. Such funds, and all future funds provided pursuant to this Agreement, may be supplied by check, cash, wire transfer or other form of payment deemed satisfactory in the sole discretion of the District as determined by the District Manager. Developer authorizes the District to direct District staff, including the District Engineer, District Manager and other professional assistance as may be necessary, to proceed with the work contemplated by this Agreement.
Developer and the District agree that all fees, costs or other expenses incurred by the District for the services of the District Engineer, District Manager, District Counsel or other professionals for the work contemplated by this Agreement shall be paid solely from the funds provided by Developer pursuant to this Agreement. Such payments shall be made in accordance with the District's normal invoice and payment procedures. The District agrees that any funds provided by Developer pursuant to this Agreement shall be used solely for fees, costs, and expenses arising from or related to the work contemplated by this Agreement.

Developer agrees to provide funds within fourteen (14) days of receipt of written notification from the District Manager of the need for such funds.
In the event the Developer fails to provide any such funds pursuant to this Agreement, Developer and the District agree the work may be halted until such time as sufficient funds are provided by Developer to ensure payment of the costs, fees or expenses which may be incurred in the performance of such work. The District may, in its discretion, place a lien on property (requiring payment as additional assessments) in the District owned by Developer, if such funds are not paid within ninety (90) days of the demand therefor.

Termination. Any of the Parties hereto may terminate this Agreement without cause by providing ten (10) days' written notice of termination. Any such termination by Developer is contingent upon Developer's provision of sufficient funds to cover any and all fees, costs or expenses incurred by the District in connection with the work to be performed under this Agreement as of the date by when notice of termination is received.

Default. A default by any party under this Agreement shall entitle the other party to all remedies available at law or in equity, which may include, but not be limited to, the right of damages.

Enforcement of Agreement. In the event that any of the Parties is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorney's fees and costs for trial, alternative dispute resolution, or appellate proceedings.

Agreement. This instrument shall constitute the final and complete expression of this Agreement between the Parties relating to the subject matter of this Agreement.

Amendments. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by all of the Parties hereto.

Authorization. The execution of this Agreement has been duly authorized by the appropriate body or official of all Parties hereto, each party has complied with all the requirements oflaw, and each party has full power and authority to comply with the terms and provisions of this instrument.

Notices. All notices, requests, consents and other communications hereunder ("Notices") shall be in writing and shall be delivered, mailed by First Class Mail, postage prepaid, or overnight delivery service, to the parties, as follows:

If to the District:

With a copy to:

If to Developer:

With a copy to:

Wellness Ridge Community Development District c/o Governmental Management Services, LLC 219 E. Livingston Street
Orlando, Florida 32801 Attention: District Manager

Latham, Luna, Eden & Beaudine, LLP 201 S. Orange Avenue, Suite 1400
Orlando, Florida 32801
Attention: Jan Albanese Carpenter, Esq.

Lennar Homes, LLC
6675 Westwood Boulevard, 5th Floor, Orlando, Florida 32821
Attention: Mark McDonald

Millrose Properties Florida, LLC 5505 Waterford District Drive, Miami, Florida 33126
Attention: (	)

Except as otherwise provided herein, any Notice shall be deemed received only upon actual delivery at the address set forth herein. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving

Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the Parties may deliver Notice on behalf of the Parties. Any party or other person to whom Notices are to be sent or copied may notify the other Parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days' written notice to the Parties and addressees set forth herein.
Third Party Beneficiaries. This Agreement is solely for the benefit of the formal Parties hereto and no right or cause of action shall accrue upon or by reason hereof, to or for the benefit of any third party not a formal party hereto. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or entity other than the Parties hereto any right, remedy or claim under or by reason of this Agreement or any provisions or conditions hereof; and all the provisions, representations, covenants and conditions herein contained shall inure to the sole benefit of and shall be binding upon the Parties hereto and their respective representatives, successors and assigns.

Assignment. None of the parties hereto may assign this Agreement or any monies to become due hereunder without the prior written approval of the other parties. Any purported assignment without such prior written approval shall be void.
Controlling Law; Venue. This Agreement and the provisions contained herein shall be construed, interpreted and controlled according to the laws of the State of Florida. Venue for any action arising hereunder shall be in a court of appropriate jurisdiction in Lake County, Florida.

Effective Date. The Agreement shall be effective after execution by all Parties hereto and shall remain in effect unless terminated by any of the Parties hereto.
Sovereign Immunity. Nothing contained herein shall cause or be construed as a waiver of the District's sovereign 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.
Public Records. The Developer understands and agrees that all documents of any kind provided to the District or to District Staff in connection with the work contemplated under this Agreement are public records and are treated as such in accordance with Florida law.

[COUNTERPART SIGNATURE PAGES TO FOLLOW]

Wellness Ridge CDD / Lennar Homes, LLC	4

COUNTERPART SIGNATURE PAGE FOR FUNDING AGREEMENT BETWEEN
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT AND DEVELOPER

IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the day and year first written above.

DISTRICT:

Attest:

WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Asst. Secretary

Wellness Ridge CDD / Lennar Homes, LLC

By:ll��	
Name:  La.,e_ �t�k/	
i/�Clz.	Chairman6he Board of Supervisors

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COUNTERPART SIGNATURE PAGE FOR FUNDING AGREEMENT BETWEEN
WELLNESS RIDGE COMMUNITY DEVELOPMENT DISTRICT AND DEVELOPER
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the day and year first written above.
DEVELOPER:

WITNESSES:

LENNAR HOMES, LLC, a Florida limited liability company

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Wellness Ridge COD/ Lennar Homes, LLC

Section VIII

Section C

Section 1

Wellness Ridge Community Development District

Summary of Check Register

	March 17, 2026 to April 11,	2026		
	Fund	Date	Check No.'s		Amount	

General Fund		

3/24/26	

1-8	

$	

77,295.06	
		3/26/26	9	$	18,048.94	
		4/2/26	10	$	27,270.00	
		4/9/26	11-13	$	28,947.05	
		Autodrafts	 $	2,322.73 	

Payroll	

	Supervisor Fees - March 2026			$	153,883.78	
	Adam Morgan	50125	$	184.70	
	Patrick Bonin	50126	$	184.70	
	Christopher Forbes	50127	$	184.70	
	Carrie Dazzo	50128	$	184.70	
	Michelle Dudley	50129	 $	184.70 	
			$	923.50	
		Total Amount	$	154,807.28	

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	4/15/26	PAGE	1
*** CHECK DATES 03/17/2026 - 04/11/2026 ***	WELLNESS RIDGE GENERAL FUND
BANK B GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#

	*					450.00	
-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	- - -	-	-	-	-	- - - - - -	

3/24/26 00016	2/24/26 7957-02- 202602 310-51300-31200
ARBITRAGE SER2024
AMTEC	450.00 000001

3/24/26 00010	3/04/26	
	3/04/26	
	3/04/26	
	3/04/26	
	3/04/26	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
F0000001 202603 320-53800-43100	*	6,505.00 PH1A STREETLIGHTS MAR 26
F0000001 202603 320-53800-43100	*	5,185.00 PH1B STREETLIGHTS MAR 26
F0000001 202603 320-53800-43100	*	6,733.00 PH2 STREETLIGHTS MAR 26
F0000001 202603 320-53800-43100	*	4,176.00 PH3 STREETLIGHTS MAR 26
F0000001 202603 320-53800-43100	*	280.00
SECO METER MAR 26

- - - - - - - -

DUKE ENERGY	22,879.00 000002
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/24/26 00008	1/30/26 18882	202602 320-53800-46200	*	18,970.00
LANDSCAPING FEB 26
1/30/26 18882	202602 320-53800-46400	*	300.00
DOG/TRASH REMOVAL FEB 26
1/30/26 18882	202602 300-13100-10100	*	8,000.00
WELLNESS WAY BLVD FEB 26
FRANK POLLY SOD, INC	27,270.00 000003
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/24/26 00014	2/02/26 28695	202602 310-51300-32200	*	6,500.00
AUDIT FYE 9/30/25
GRAU AND ASSOCIATES	6,500.00 000004

3/24/26 00001	3/01/26	
	3/01/26	
	3/01/26	
	3/01/26	
	3/01/26	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
80	202603 320-53800-34000	*	1,351.92
FIELD MANGEMENT MAR 26
81	202603 310-51300-34000	*	3,647.92
MANAGEMENT FEES MAR 26
81	202603 310-51300-35200	*	108.17
WEBSITE ADMIN MAR 26
81	202603 310-51300-35100	*	162.25
INFORMATION TECH MAR 26
81	202603 310-51300-31300	*	615.83
DISSEMINATION SVC MAR 26
3/01/26 81	202603 310-51300-51000	*	.09
OFFICE SUPPLIES
3/01/26 81	202603 310-51300-42000	*	2.22
POSTAGE
3/01/26 81	202603 310-51300-42500	*	15.75
COPIES
GOVERNMENTAL MANAGEMENT SERVICES-CF	5,904.15 000005
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WELL WELLNESS RIDGE TPARK

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	4/15/26	PAGE	2
*** CHECK DATES 03/17/2026 - 04/11/2026 ***	WELLNESS RIDGE GENERAL FUND
BANK B GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
3/24/26 00013	2/23/26 A0250173 202602 310-51300-49000	*	375.00
RENTAL ROOM 2/5/26
LAKE SUMTER STATE COLLEGE	375.00 000006
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/24/26 00005 12/10/25 147852A	202511 310-51300-49100	*	1,786.50 BOUNDARY AMENDMENT NOV 25
1/13/26 148698	202512 310-51300-49100	*	1,147.95
BOUNDARY AMENDMENT DEC 25
2/10/26 149523	202601 310-51300-49100	*	1,048.90
BOUNDARY AMENDMENT JAN 26
3/10/26 150229	202602 310-51300-31500	*	5,687.31

- - - - - - - - 3/24/26 00015	LATHAM, LUNA, EDEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/20/26 8053556	202601 310-51300-32300	&
-	BEAUDINE,
- - - - -	LLP
- -	-	-	- -
*	-	-	-	-	-	- - - - -	9,670.66
- - - - -	000007
- - -	
	1/20/26 8053556	202601 300-15500-10000						*						1,061.56			
	TRUSTEE FEES FY27															
	US BANK													4,246.25	000008	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - -	-	- - - - -	- -	-	-	- -	-	-	-	-	-	- - - - -	- - - - -	- - -	
3/26/26 00009	3/26/26 03262026 202603 300-20700-10000						*						9,384.66			
	FY26 ASSESSMENT TSFR S23															
	3/26/26 03262026 202603 300-20700-10000						*						8,664.28			
	FY26 ASSESSMENT TSFR S24															

GENERAL COUNSEL FEB 26

TRUSTEE FEES FY26

3,184.69

WELLNESS RIDGE CDD C/O US BANK	18,048.94 000009
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/02/26 00008	2/27/26 18908	202603 320-53800-46200	*	18,970.00
LANDSCAPE MAINT MAR 26
2/27/26 18908	202603 320-53800-46400	*	300.00
DOG/TRASH REMOVAL MAR 26
2/27/26 18908	202603 320-53800-46201	*	8,000.00
WELLNESS WAY BLVD MAR 26
FRANK POLLY SOD, INC	27,270.00 000010
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/09/26 00008	4/01/26 18941	202604 320-53800-46200	*	18,970.00
LANDSCAPE MAINT APR 26
4/01/26 18941	202604 320-53800-46400	*	300.00
DOG/TRASH REMOVAL APR 26
4/01/26 18941	202604 320-53800-46201	*	8,000.00
WELLNESS WAY BLVD
FRANK POLLY SOD, INC	27,270.00 000011
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4/09/26 00013	3/25/26 A0251777 202603 310-51300-49000	*	168.75
ROOM RENTAL 3/25/26
LAKE SUMTER STATE COLLEGE	168.75 000012
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WELL WELLNESS RIDGE TPARK

AP300R
*** CHECK DATES	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER
BANK B GENERAL FUND		RUN	4/15/26	PAGE	3	
CHECK	VEND# DATE	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS			AMOUNT	....CHECK..... AMOUNT	#	
4/09/26 00005	3/10/26 150232	202602 310-51300-49100	*
LATHAM, LUNA, EDEN & BEAUDINE, LLP			1,508.30	
1,508.30 000013	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	-	- -	- - - - -	- - - - - - - -	

03/17/2026 - 04/11/2026 ***	WELLNESS RIDGE GENERAL FUND

BOUNDARY AMENDMENT FEB 26

TOTAL FOR BANK B	151,561.05

WELL WELLNESS RIDGE TPARK

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	4/15/26	PAGE	4
*** CHECK DATES 03/17/2026 - 04/11/2026 ***	WELLNESS RIDGE GENERAL FUND
BANK Z GENERAL FUND AUTOPAY
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
3/24/26 00023	3/02/26 1302-02. 202602 320-53800-43000	*	305.00
2961 FITNESS ST FEB 26

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

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

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

SECO ENERGY	305.00 080075
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 1402-02. 202602 320-53800-43100	*	258.00
2531 RUNNERS CIR FEB 26
SECO ENERGY	258.00 080076
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 1902-02. 202602 320-53800-43100	*	292.00
5811 CHAKRA LANE FEB 26
SECO ENERGY	292.00 080077
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 3301-02. 202602 320-53800-43000	*	77.00
2771 WELLNESS WY FEB 26
SECO ENERGY	77.00 080078
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 3302-02. 202602 320-53800-43100	*	214.00
6243 SHAVANASA RD FEB 26
SECO ENERGY	214.00 080079
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 5501-02. 202602 320-53800-43000	*	413.29
2686 JUMPING JACKWY FEB26
SECO ENERGY	413.29 080080
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 6101-02. 202602 320-53800-43000	*	295.27
5755 MEDITATION DR FEB 26
SECO ENERGY	295.27 080081
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 6201-02. 202602 320-53800-43000	*	75.50
6060 SHAVASANA RD FEB 26
SECO ENERGY	75.50 080082
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 6601-02. 202602 320-53800-43000	*	48.20
3031 WELLNESS WY FEB 26
SECO ENERGY	48.20 080083
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 7001-02. 202602 320-53800-43000	*	82.46
3078 NAMASTE DR FEB 26
SECO ENERGY	82.46 080084
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
3/24/26 00023	3/02/26 7702-02. 202602 320-53800-43000	*	228.61
5792 MEDITATION DR FEB 26
SECO ENERGY	228.61 080085
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - - - - - - - - - - - - - - - - - -
4/09/26 00018	3/11/26 36435-02 202602 320-53800-43200	*	11.56
2944 PROSPERITY WAY FEB26
CITY OF CLERMONT	11.56 080086
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WELL WELLNESS RIDGE TPARK

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	4/15/26	PAGE	5
*** CHECK DATES 03/17/2026 - 04/11/2026 ***	WELLNESS RIDGE GENERAL FUND

CHECK	VEND# DATE	.....INVOICE..... ...EXPENSED TO...		VENDOR DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS	NAME		STATUS		AMOUNT	....CHECK..... AMOUNT	#	
4/09/26 00018	3/11/26 36769-02 202602 320-53800-43200
CITY OF CLERMONT			*		10.49	
10.49 080087	
- - - - - - - - 4/09/26 00018	- - - - - - - - - - - - - - - - - - - - - - - - - - - -
3/11/26 36867-02 202602 320-53800-43200
CITY OF CLERMONT	- - -	- - - - -	- - - -
*	- - - - - -	- - - - -	- - - - - - -

11.35 080088	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - -	- - - - -	- - - -	- - - - - -	- - - - -	- - - - - - -	

BANK Z GENERAL FUND AUTOPAY

5671 VINYASA RD FEB 26

6060 SHAVASANA RD FEB 26

11.35

TOTAL FOR BANK Z		2,322.73 TOTAL FOR REGISTER	153,883.78

WELL WELLNESS RIDGE TPARK

Section 2

Wellness Ridge
Community Development District

Unaudited Financial Reporting
March 31, 2026

Table of Contents

1

2-3

4

5

6

7

8

9

10-11

12

13

	Balance Sheet

	General Fund

	Debt Service Fund Series 2023

	Debt Service Fund Series 2024

	Debt Service Fund Series 2026

	Capital Projects Fund Series 2023

	Capital Projects Fund Series 2024

	Capital Projects Fund Series 2026

	Month to Month

	Long Term Debt Report

	Assessment Receipt Schedule

Wellness Ridge
Community Development District Combined Balance Sheet
March 31, 2026

	General		Debt Service		Capital Projects		Total	
	Fund		Fund		Fund	Governmental Funds	
Assets:									
Cash:									
Operating Account	$	421,596	$	-	$	-	$	421,596	
State Board of Administration	$	950,000	$	-	$	-	$	950,000	
Due from General Fund	$	-	$	9,701	$	-	$	9,701	
Due from MSTU	$	34,000	$	-	$	-	$	34,000	
Due from Other	$	20,231	$	-	$	-	$	20,231	
Investments:									
Series 2023									
Reserve	$	-	$	260,678	$	-	$	260,678	
Revenue	$	-	$	539,833	$	-	$	539,833	
Prepayment	$	-	$	648	$	-	$	648	
Construction/Acquistion	$	-	$	-	$	17,003	$	17,003	
Series 2024									
Reserve	$	-	$	242,875	$	-	$	242,875	
Revenue	$	-	$	466,069	$	-	$	466,069	
Construction/Acquistion	$	-	$	-	$	10,911	$	10,911	
Series 2026									
Reserve	$	-	$	170,643	$	-	$	170,643	
Interest	$	-	$	127,333	$	-	$	127,333	
Construction/Acquistion	$	-	$	-	$	9,312,655	$	9,312,655	
Cost of Issuance	$	-	$	-	$	5,720	$	5,720	
Prepaid Expenses	$	1,062	$	-	$	-	$	1,062	
Total Assets	$	1,426,888	$	1,817,779	$	9,346,288	$	12,590,956	
Liabilities:									
Accounts Payable	$	31,495	$	-	$	-	$	31,495	
Due to Debt Service	$	9,701	$	-	$	-	$	9,701	
Total Liabilites	$	41,196	$	-	$	-	$	41,196	

Fund Balance:									
Nonspendable:									
Deposits and Prepaid Items	$	1,062	$	-	$	-	$	1,062	
Restricted:									
Debt Service Series 2023	$	-	$	806,203	$	-	$	806,203	
Debt Service Series 2024	$	-	$	713,601	$	-	$	713,601	
Debt Service Series 2026	$	-	$	297,975			$	297,975	
Capital Projects Series 2023	$	-	$	-	$	17,003	$	17,003	
Capital Projects Series 2024	$	-	$	-	$	10,911	$	10,911	
Capital Projects Series 2026	$	-	$	-	$	9,318,375	$	9,318,375	
Unassigned	$	1,384,631	$	-	$	-	$	1,384,631	
Total Fund Balances	$	1,385,693	$	1,817,779	$	9,346,288	$	12,549,760	
									
Total Liabilities & Fund Balance	$	1,426,888	$	1,817,779	$	9,346,288	$	12,590,956	

Wellness Ridge
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Amended	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:		
Assessments - On Roll	$	824,260	$	787,059	$	787,059	$	-	
Assessments - Direct Bill	$	504,130	$	378,097	$	378,097	$	-	
Boundary Amendment Contributions	$	-	$	-	$	15,631	$	15,631	
Intergovernmental Revenues - MSTU	$	169,600	$	84,800	$	34,000	$	(50,800)	
Interest	$	-	$	-	$	4,000	$	4,000	
Miscellaneous Revenue	$	-	$	-	$	15,312	$	15,312	
Total Revenues:	$	1,497,989	$	1,249,957	$	1,234,099	$	(15,858)	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	12,000	$	6,000	$	2,600	$	3,400	
FICA Expenditures	$	918	$	459	$	199	$	260	
Engineering	$	15,000	$	7,500	$	-	$	7,500	
Attorney	$	25,000	$	12,500	$	9,455	$	3,045	
Annual Audit	$	6,500	$	6,500	$	6,500	$	-	
Assessment Administration	$	5,408	$	5,408	$	5,408	$	(1)	
Arbitrage	$	1,350	$	450	$	450	$	-	
Dissemination	$	9,724	$	4,862	$	3,695	$	1,167	
Disclosure Software	$	5,000	$	5,000	$	2,125	$	2,875	
Trustee Fees	$	13,500	$	5,662	$	5,662	$	-	
Management Fees	$	43,775	$	21,888	$	21,888	$	-	
Information Technology	$	1,947	$	973	$	974	$	(0)	
Website Maintenance	$	1,298	$	649	$	649	$	(0)	
Telephone	$	300	$	150	$	-	$	150	
Postage	$	1,000	$	500	$	42	$	458	
Insurance	$	5,898	$	5,898	$	5,898	$	-	
Printing & Binding	$	1,000	$	500	$	78	$	422	
Legal Advertising	$	10,000	$	5,000	$	-	$	5,000	
Other Current Charges	$	4,250	$	2,125	$	980	$	1,145	
Boundary Amendment Expenses	$	-	$	-	$	10,523	$	(10,523)	
Office Supplies	$	625	$	313	$	2	$	311	
Travel Per Diem	$	660	$	330	$	-	$	330	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Total Administrative:	$	165,327	$	92,840	$	77,302	$	15,538	

Wellness Ridge
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Amended	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Operations & Maintenance		
Contract Services
Property Insurance	
$	15,000	
$	15,000	
$	12,137	
$	2,863	
Field Management	$	16,223	$	8,111	$	8,112	$	(0)	
Landscape Maintenance	$	537,840	$	268,920	$	97,420	$	171,500	
Landscape Maintenance - MSTU	$	169,600	$	84,800	$	34,000	$	50,800	
Lake Maintenance	$	2,460	$	1,230	$	-	$	1,230	
Contract Services Subtotal:	$	741,123	$	378,061	$	151,669	$	226,393	

Repairs & Maintenance
Landscape Replacement	

$	4,050	

$	2,025	

$	-	

$	2,025	
Irrigation Repairs	$	5,000	$	2,500	$	-	$	2,500	
General Repairs & Maintenance	$	4,050	$	2,025	$	-	$	2,025	
Alleyway & Sidewalk Maintenance	$	5,000	$	2,500	$	-	$	2,500	
Signage	$	1,500	$	750	$	-	$	750	
Walls - Repair/Cleaning	$	1,500	$	750	$	-	$	750	
Fencing	$	1,500	$	750	$	-	$	750	
Dog Station/Trash Removal	$	2,500	$	1,250	$	1,200	$	50	
Repairs & Maintenance Subtotal:	$	25,100	$	12,550	$	1,200	$	11,350	

Utilities
Electric	

$	25,000	

$	12,500	

$	16,094	

$	(3,594)	
Water & Sewer	$	40,000	$	20,000	$	5,600	$	14,400	
Streetlights	$	441,684	$	220,842	$	114,910	$	105,932	
Utilities Subtotal:	$	506,684	$	253,342	$	136,604	$	116,738	

Other
Contingency	

$	59,756	

$	29,878	

$	13,100	

$	16,778	
Other Subtotal:	$	59,756	$	29,878	$	13,100	$	16,778	
					
Total Operations & Maintenance:	$	1,332,663	$	673,831	$	302,573	$	371,258	
					
Total Expenditures:	$	1,497,989	$	766,672	$	379,875	$	386,797	
					
Excess (Deficiency) of Revenues over Expenditures	$	-		$	854,223		
					
Fund Balance - Beginning	$	-		$	531,469		
					
Fund Balance - Ending	$	-		$	1,385,693		

Wellness Ridge
Community Development District Debt Service Fund Series 2023
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:		
Assessments - On Roll	$	527,362	$	502,392	$	502,392	$	-	
Interest	$	11,568	$	5,784	$	8,745	$	2,961	
Total Revenues	$	538,930	$	508,176	$	511,137	$	2,961	

Expenditures:					
Interest - 12/15	$	196,947	$	196,947	$	196,422	$	525	
Principal - 06/15	$	130,000	$	-	$	-	$	-	
Interest - 06/15	$	196,947	$	-	$	-	$	-	
Total Expenditures	$	523,894	$	196,947	$	196,422	$	525	
					
Excess (Deficiency) of Revenues over Expenditures	$	15,036		$	314,715		

Other Financing Sources/(Uses)					
Transfer In/(Out)	$	-	$	-	$	(4,577)	$	(4,577)	
Total Other Financing Sources/(Uses)	$	-	$	-	$	(4,577)	$	(4,577)	
					
Net Change in Fund Balance	$	15,036		$	310,138		
					
Fund Balance - Beginning	$	234,255		$	496,065		
					
Fund Balance - Ending	$	249,290		$	806,203		

Wellness Ridge
Community Development District Debt Service Fund Series 2024
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:

Assessments - On Roll Interest

$	485,750	$
$	5,116	$

463,828	$
5,116	$

463,828	$
7,405	$

- 2,288

Total Revenues	$	490,866	$	468,944	$	471,232	$	2,288

Expenditures:

Interest - 12/15 Principal - 6/15 Interest - 6/15

$	186,575	$
$	115,000	$
$	186,575	$

186,575	$
$
$

186,575	$	-
-	$	-
-	$	-

Other Financing Sources/(Uses)

Transfer In/(Out)

$

-	$

-	$

(4,260)  $

(4,260)

Fund Balance - Ending	$	193,751	$	713,601

Fund Balance - Beginning	$	191,034	$	433,203

Net Change in Fund Balance	$	2,716	$	280,398

Total Other Financing Sources/(Uses)	$	-	$	-	$	(4,260)  $	(4,260)

Excess (Deficiency) of Revenues over Expenditures	$	2,716	$	284,657

Total Expenditures	$	488,150	$	186,575	$	186,575	$	-

Wellness Ridge
Community Development District Debt Service Fund Series 2026
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:

Assessments - On Roll	

$	

-	$	

-	$	-	

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

Expenditures:					
Interest - 12/15	$	-	$	-	$	-	$	-	
Principal - 6/15	$	-	$	-	$	-	$	-	
Interest - 6/15	$	-	$	-	$	-	$	-	
Total Expenditures	$	-	$	-	$	-	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	-		

Other Financing Sources/(Uses)					
Bond Proceeds	$	-	$	-	$	297,975	$	297,975	
Total Other Financing Sources/(Uses)	$	-	$	-	$	297,975	$	297,975	
					
Net Change in Fund Balance	$	-	$	297,975		
					
Fund Balance - Beginning	$	-	$	-		
					
Fund Balance - Ending	$	-	$	297,975		

Wellness Ridge
Community Development District Capital Projects Fund Series 2023
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:

Interest	

$	

-	$	

-	$	248	

$	248	
Total Revenues	$	-	$	-	$	248	$	248	

Expenditures:

Capital Outlay	

$	

-	$	

-	$	-	

$	-	
Total Expenditures	$	-	$	-	$	-	$	-	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	248		

Other Financing Sources/(Uses)

Transfer In/(Out)	

$	

-	$	

-	$	4,577	

$	4,577	
Total Other Financing Sources/(Uses)	$	-	$	-	$	4,577	$	4,577	
					
Net Change in Fund Balance	$	-	$	4,825		
					
Fund Balance - Beginning	$	-	$	12,178		
					
Fund Balance - Ending	$	-	$	17,003		

Wellness Ridge
Community Development District Capital Projects Fund Series 2024
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:

Interest	

$	

-	$	

-	$	464	

$	464	
Total Revenues	$	-	$	-	$	464	$	464	

Expenditures:

Capital Outlay - Construction	

$	

-	$	

-	$	15,501	

$	(15,501)	
Total Expenditures	$	-	$	-	$	15,501	$	(15,501)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(15,038)		

Other Financing Sources/(Uses)

Transfer In/(Out)	

$	

-	$	

-	$	4,260	

$	4,260	
Total Other Financing Sources/(Uses)	$	-	$	-	$	4,260	$	4,260	
					
Net Change in Fund Balance	$	-	$	(10,778)		
					
Fund Balance - Beginning	$	-	$	21,689		
					
Fund Balance - Ending	$	-	$	10,911		

Wellness Ridge
Community Development District Capital Projects Fund Series 2026
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending March 31, 2026

Adopted	Prorated Budget	Actual	
Budget	Thru 03/31/26	Thru 03/31/26	Variance	

Revenues:

Developer Contributions	

$	

-	$	

-	$	-	

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

Expenditures:

Capital Outlay - Cost of Issuance	

$	

-	$	

-	$	413,650	

$	(413,650)	
Total Expenditures	$	-	$	-	$	413,650	$	(413,650)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(413,650)		

Other Financing Sources/(Uses)

Bond Proceeds	

$	

-	$	

-	$	9,732,025	

$	9,732,025	
Total Other Financing Sources/(Uses)	$	-	$	-	$	9,732,025	$	9,732,025	
					
Net Change in Fund Balance	$	-	$	9,318,375		
					
Fund Balance - Beginning	$	-	$	-		
					
Fund Balance - Ending	$	-	$	9,318,375		

Wellness Ridge
Community Development District Month to Month

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

Revenues:																			
Assessments - On Roll	$	-	$	50,551  $	704,978	$	-	$	8,925	$	22,604	$	-	$	-	$	-	$	-	$	-	$	-	$  787,059	
Assessments - Direct Bill	$	252,065	$	-  $	-	$	-	$	126,032	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$  378,097	
Boundary Amendment Contributions	$	-	$	3,156  $	1,500	$	1,787	$	2,197	$	6,992	$	-	$	-	$	-	$	-	$	-	$	-	$	15,631	
Intergovernmental Revenues - MSTU	$	4,500	$	4,500  $	4,500	$	4,500	$	8,000	$	8,000	$	-	$	-	$	-	$	-	$	-	$	-	$	34,000	
Interest	$	-	$	-  $	2	$	2,328	$	1,489	$	180	$	-	$	-	$	-	$	-	$	-	$	-	$	4,000	
Miscellaneous Revenue	$	-	$	-  $	-	$	-	$	15,312	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	15,312	
Total Revenues:	$	256,565	$	58,207  $	710,981	$	8,615	$	161,955	$	37,776	$	-	$	-	$	-	$	-	$	-	$	-	$ 1,234,099	

Expenditures:																			
General & Administrative:																			
Supervisor Fees	$	800	$	-  $	-	$	-	$	-	$	1,800	$	-	$	-	$	-	$	-	$	-	$	-	$	2,600	
FICA Expenditures	$	61	$	-  $	-	$	-	$	-	$	138	$	-	$	-	$	-	$	-	$	-	$	-	$	199	
Engineering	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Attorney	$	2,009	$	443  $	354	$	963	$	5,687	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	9,455	
Annual Audit	$	-	$	-  $	-	$	-	$	6,500	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	6,500	
Assessment Administration	$	5,408	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,408	
Arbitrage	$	-	$	-  $	-	$	-	$	450	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	450	
Dissemination	$	616	$	616  $	616	$	616	$	616	$	616	$	-	$	-	$	-	$	-	$	-	$	-	$	3,695	
Disclosure Software	$	-	$	2,125  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	2,125	
Trustee Fees	$	2,477	$	-  $	-	$	3,185	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,662	
Management Fees	$	3,648	$	3,648  $	3,648	$	3,648	$	3,648	$	3,648	$	-	$	-	$	-	$	-	$	-	$	-	$	21,888	
Information Technology	$	162	$	162  $	162	$	162	$	162	$	162	$	-	$	-	$	-	$	-	$	-	$	-	$	974	
Website Maintenance	$	108	$	108  $	108	$	108	$	108	$	108	$	-	$	-	$	-	$	-	$	-	$	-	$	649	
Telephone	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Postage & Delivery	$	16	$	8  $	4	$	2	$	10	$	2	$	-	$	-	$	-	$	-	$	-	$	-	$	42	
Insurance	$	5,898	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	5,898	
Printing & Binding	$	14	$	48  $	-	$	-	$	-	$	16	$	-	$	-	$	-	$	-	$	-	$	-	$	78	
Legal Advertising	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Other Current Charges	$	308	$	-  $	-	$	50	$	417	$	205	$	-	$	-	$	-	$	-	$	-	$	-	$	980	
Boundary Amendment Expenses	$	3,531	$	3,287  $	1,148	$	1,049	$	1,508	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	10,523	
Office Supplies	$	1	$	0  $	0	$	0	$	0	$	0	$	-	$	-	$	-	$	-	$	-	$	-	$	2	
Travel Per Diem	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Dues, Licenses & Subscriptions	$	175	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	175	
Total Administrative:	$	25,233	$	10,445  $	6,040	$	9,783	$	19,106	$	6,695	$	-	$	-	$	-	$	-	$	-	$	-	$	77,302	

Operations & Maintenance																			
Contract Services
Property Insurance	

$	

14,260	

$	

(2,123)  $	

-	

$	

-	

$	

-	

$	

-	

$	-	

$	-	

$	-	

$	-	

$	-	

$	-	

$	12,137	
Field Management	$	1,352	$	1,352  $	1,352	$	1,352	$	1,352	$	1,352	$	-	$	-	$	-	$	-	$	-	$	-	$	8,112	
Landscape Maintenance	$	13,970	$	15,170  $	15,170	$	15,170	$	18,970	$	18,970	$	-	$	-	$	-	$	-	$	-	$	-	$	97,420	
Landscape Maintenance - MTSU	$	4,500	$	4,500  $	4,500	$	4,500	$	8,000	$	8,000	$	-	$	-	$	-	$	-	$	-	$	-	$	34,000	
Lake Maintenance	$	-	$	-  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
Contract Services Subtotal:	$	34,082	$	18,899  $	21,022	$	21,022	$	28,322	$	28,322	$	-	$	-	$	-	$	-	$	-	$	-	$  151,669	

Wellness Ridge
Community Development District Month to Month

	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	$		-  $	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Dog Station/Trash Removal	$		-  $	300	$	300	$	300	$	-  $	300  $	-  $	-  $	-  $	-  $	-  $	-  $	1,200	
Repairs & Maintenance Subtotal:	$		-  $	300	$	300	$	300	$	-  $	300  $	-  $	-  $	-  $	-  $	-  $	-  $	1,200	

Utilities									

Electric
Water & Sewer Streetlights

$	5,027  $
$	4,759  $
$	42,313  $

3,220  $
3,664  $
749  $

2,852  $
1,947  $
23,801  $

1,702  $
81  $
767  $

1,525  $
(4,886)  $
23,662  $

1,768  $
34  $
23,618  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $
-  $	-  $
-  $	-  $

-  $	16,094
-  $	5,600
-  $  114,910

Other
Contingency

$

-  $

-  $

-  $

13,100  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $	13,100

Excess Revenues (Expenditures)	$	145,150  $	20,930  $	655,018  $	(38,140)  $	94,225  $	(22,961)  $	-  $	-  $	-  $	-  $	-  $	-  $  854,223

Total Expenditures:	$	111,414  $	37,277  $	55,962  $	46,754  $	67,730  $	60,737  $	-  $	-  $	-  $	-  $	-  $	-  $  379,875

Total Operations & Maintenance:	$	86,182  $	26,832  $	49,922  $	36,972  $	48,624  $	54,041  $	-  $	-  $	-  $	-  $	-  $	-  $  302,573

Other Subtotal:	$	-  $	-  $	-  $	13,100  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	13,100

Utilities Subtotal:	$	52,100  $	7,633  $	28,600  $	2,550  $	20,302  $	25,420  $	-  $	-  $	-  $	-  $	-  $	-  $  136,604

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:	6/15/2033		
RESERVE FUND DEFINITION	50% MAXIMUM ANNUAL DEBT SERVICE		
RESERVE FUND REQUIREMENT	$257,009		
RESERVE FUND BALANCE	$260,678		
BONDS OUTSTANDING - 04/20/23	$7,855,000	
(LESS: PRINCIPAL PAYMENT - 06/15/24)	($120,000)	
(LESS: PRINCIPAL PAYMENT - 06/15/25)	($125,000)	
(LESS: SPECIAL CALL - 06/15/25)	($20,000)	
CURRENT BONDS OUTSTANDING	$7,590,000	

SERIES 2024, SPECIAL ASSESSMENT REVENUE BONDS

INTEREST RATES:	4.250%, 5.000%, 5.200% MATURITY DATE:		6/15/2055
OPTIONAL REDEMPTION DATE:	12/15/2034
RESERVE FUND DEFINITION	50% MAXIMUM ANNUAL DEBT SERVICE RESERVE FUND REQUIREMENT		$242,875
RESERVE FUND BALANCE	$242,875

BONDS OUTSTANDING - 12/18/24	$7,415,000	
CURRENT BONDS OUTSTANDING	$7,415,000	

SERIES 2026, SPECIAL ASSESSMENT REVENUE BONDS

INTEREST RATES:	4.000%, 5.300%, 5.625% MATURITY DATE:		6/15/2056
OPTIONAL REDEMPTION DATE:	6/15/2036
RESERVE FUND DEFINITION	25% MAXIMUM ANNUAL DEBT SERVICE RESERVE FUND REQUIREMENT		$170,643
RESERVE FUND BALANCE	$170,643

BONDS OUTSTANDING - 03/19/26	$10,030,000	
CURRENT BONDS OUTSTANDING	$10,030,000	

Wellness Ridge
Community Development District Special Assessment Receipt Schedule Fiscal Year 2026

ON ROLL ASSESSMENTS

Gross Assessments $ Net Assessments  $

876,872.36  $
824,260.02  $

559,720.79  $
526,137.54  $

516,755.83
485,750.48

$  1,953,348.98
$  1,836,148.04

44.89%	28.65%	26.45%	100.00%

Date	
Distribution	
Distribution Period	
Gross Amount	
Discount/Penalty	
Commissions	
Interest	
Net Receipts	
O&M Portion	Series 2023 Debt Service	Series 2024 Debt Service	
Total	

11/18/25	
ACH	
10/01-10/31/25	
$5,866.07	
($244.02)	
($112.44)	
$0.00	
$5,509.61	
$2,473.30	
$1,578.75	
$1,457.56	
$5,509.61	
11/18/25	ACH	10/01-10/31/26	$6,633.75	($275.97)	($127.16)	$0.00	$6,230.62	$2,796.97	$1,785.35	$1,648.30	$6,230.62	
11/28/25	ACH	11/01-11/15/25	$49,033.88	($1,961.27)	($941.45)	$0.00	$46,131.16	$20,708.60	$13,218.62	$12,203.94	$46,131.16	
11/28/25	ACH	11/01-11/15/26	$58,182.76	($2,327.35)	($1,117.10)	$0.00	$54,738.31	$24,572.42	$15,684.94	$14,480.95	$54,738.31	
12/19/25	ACH	11/16-11/21/25	$30,830.54	($1,233.18)	($591.95)	$0.00	$29,005.41	$13,020.74	$8,311.33	$7,673.34	$29,005.41	
12/19/25	ACH	11/16-11/21/25	$34,761.46	($1,390.47)	($667.42)	$0.00	$32,703.57	$14,680.87	$9,371.02	$8,651.69	$32,703.57	
12/31/25	ACH	11/22-11/30/25	$716,429.22	($28,657.34)	($13,755.44)	$0.00	$674,016.44	$302,570.81	$193,135.49	$178,310.14	$674,016.44	
12/31/25	ACH	11/22-11/30/25	$887,231.48	($35,489.39)	($17,034.85)	$0.00	$834,707.24	$374,706.06	$239,180.51	$220,820.67	$834,707.24	
02/02/26	ACH	12/01-12/15/25	$11,225.37	($406.70)	($216.37)	$0.00	$10,602.30	$4,759.45	$3,038.03	$2,804.82	$10,602.30	
02/02/26	ACH	12/01-12/15/25	$9,824.91	($355.58)	($189.38)	$0.00	$9,279.95	$4,165.83	$2,659.12	$2,455.00	$9,279.95	
03/02/26	ACH	12/16-12/31/25	$18,707.83	($561.22)	($362.93)	$0.00	$17,783.68	$7,983.22	$5,095.81	$4,704.65	$17,783.68	
03/02/26	ACH	12/16-12/31/25	$15,745.31	($472.34)	($305.46)	$0.00	$14,967.51	$6,719.03	$4,288.85	$3,959.63	$14,967.51	
03/31/26	ACH	01/01-01/31/26	$9,964.67	($199.31)	($195.31)	$0.00	$9,570.05	$4,296.07	$2,742.24	$2,531.74	$9,570.05	
03/31/26	ACH	01/01-01/31/26	$8,364.33	($167.29)	($163.94)	$0.00	$8,033.10	$3,606.11	$2,301.84	$2,125.15	$8,033.10	
		TOTAL	$	1,862,801.58	$	(73,741.43)	$	(35,781.20)	$	-	$ 1,753,278.95	$	787,059.48	$	502,391.90	$	463,827.58	$  1,753,278.95	

$

95%
82,869.09

Net Percent Collected Balance Remaining to Collect

DIRECT BILL ASSESSMENTS

Millrose Properties Florida LLC 2026-01			
Net Assessments	
$504,129.52	
$504,129.52	
Date
Received	Due
Date	Check
Number	
Net Assessed	Amount
Received	Operations &
Maintenance	
10/23/25	11/1/24	2557440	$252,064.76	$252,064.76	$252,064.76	
2/12/26	2/1/25	2615821	$126,032.38	$126,032.38	$126,032.38	
	5/1/25		$126,032.38			
			$504,129.52	$378,097.14	$378,097.14