Somerset
Community Development District

Board of Supervisors’ Meeting
October 2, 2025

District Office:
120 Richard Jackson Blvd, Suite 220 Panama City Beach, Florida 32407 850-334-9055

www.somersetcdd.org

SOMERSET COMMUNITY DEVELOPMENT DISTRICT AGENDA
Somerset Conference Hall, located at 215 Nonesuch Way Alys Beach, Florida 32461

Board of Supervisors

Robert Stenhammer John Rosenberg George Hartley Belinda Ballew
Tom Dodson

Chairman
Vice Chairman Assistant Secretary Assistant Secretary Assistant Secretary

District Manager

Kimberly O’Mera

Rizzetta & Company, Inc.

District Counsel

Tucker Mackie

Kutak Rock, LLP

District Engineer

Jim Martelli

Innerlight Engineering

All Cellular phones and pagers must be turned off while in the meeting room.

The Public Comment portion of the agenda is where individuals may make comments on any matters that concern the District. Individuals are limited to a total of three (3) minutes to make comments during this time.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting, hearing, and/or workshop by contacting the District Manager at (850) 334-9055. 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), who can aid you in contacting the District Office.

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

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
District Office  120 Richard Jackson Blvd, Suite 220, Panama City Beach, FL 32407 Mailing Address  3434 Colwell Avenue, Suite 200, Tampa, FL 33614
www.SomersetCDD.org

September 18, 2025

Board of Supervisors Somerset Community Development District

FINAL AGENDA

Dear Board Members:

The Regular Meeting of the Board of Supervisors of the Somerset Community Development District will be held on Thursday, October 2, 2025, at 2:00 p.m. (Central Time) at the Somerset Conference Hall, located at 215 Nonesuch Way, Alys Beach, FL 32461. The following is the Final Agenda for this meeting:

1.
2.
3.

CALL TO ORDER/ROLL CALL
AUDIENCE COMMENTS ON AGENDA ITEMS BUSINESS ADMINISTRATION

A.

Consideration of Minutes of the Board of Supervisors
Meeting Held on August 7, 2025	Tab 1
Ratification of Operation and Maintenance Expenditures
for months of July 2025 – August 2025	Tab 2

B.

4.

CONSENT AGENDA – RATIFICATION OF MAINTENANCE ITEMS	Tab 3

A.

Alys Beach Resorts
PO #25-05: RR-2 Streetlight Pole & Fixture AquaPro Water Systems
WA #25-05: McGee Well Pump & Motor Replacement
WA #25-06: McGee Well Plumbing Repair Couch Collective
WA #25-05: Paver Repairs at Intersection of 30A & N Somerset Street
WA #25-06: Beach Club Plaza Step Lighting Repair Lake Doctors: Algae Treatment
McHenry Electric

B.

C.

D.
E.

1.
2.
3.
4.
5.
6.

WA #25-23: Employee Parking Lot Lighting Repair
WA #25-24: L&M Block/McGee Park Ped Path Lighting Repair WA #25-25: A&E Pedestrian Path Lighting
WA #25-26: RR-2 Streetlight Removal/Installation WA #25-28: Amphitheater Lighting Repair
WA #25-29: Amphitheater Lighting Troubleshoot

F.

Rip’s Professional Lawn Care

1.
2.
3.

WA #25-17: 30A Irrigation Repair

WA #25-18: Distribution Main Irrigation Repair (EE-6)

WA #25-19: Distribution Main Irrigation Repair (XX-8)

5.

BUSINESS ITEMS

A.
B.

Ratification of Fiscal Year 2025/2026 Insurance Policies	Tab 4

Discussion and Consideration of Dune Maintenance Operations:
Proposal for Plant Migration Limitation	Tab 5
FY 2025/2026 Dune Maintenance Agreement	Tab 6
Consideration of Contract for Professional District
Management Services	Tab 7

C.

Somerset Community Development District
October 2, 2025 Tentative Agenda - Page 2

6.

STAFF REPORTS

A.
B.

District Counsel

District Engineer
1. Presentation of Tidal Water Survey	Tab 8

C.
D.

Facilities Manager District Manager
1. Presentation of District Manager Report

7.
8.

SUPERVISOR REQUESTS AND COMMENTS ADJOURNMENT

I look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to call me at 850-334-9055.

Sincerely,
Kimberly O’Mera
Kimberly O’Mera District Manager

Tab 1

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 1

MINUTES OF MEETING

1
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4
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16

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

SOMERSET
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Somerset Community

Development District was held on Thursday, August 7, at 2:00 p.m. (Central Time)
Somerset Conference Hall, located at 215 Nonesuch Way, Alys Beach, FL 32461.

at the

Present and constituting a quorum:

Robert Stenhammer John Rosenberg George Hartley Tom Dodson Belinda Ballew

Board Supervisor, Chairman Board Supervisor, Vice Chairman
Board Supervisor, Assistant Secretary (Via speakerphone)
Board Supervisor, Assistant Secretary Board Supervisor, Assistant Secretary

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26
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Also present were:

Kimberly O’Mera Jim Martelli Tucker Mackie Mike Spann Doug Lang

District Manager, Rizzetta & Company, Inc. District Engineer, Innerlight Engineering
District Counsel, Kutak Rock, LLP (Via speakerphone) Facilities Management, Alys Beach Resorts, LLC. Facilities Management, Alys Beach Resorts, LLC.

FIRST ORDER OF BUSINESS

Call to Order

Ms. O’Mera called the meeting to order at 2:06 p.m. and read the roll call, confirming a quorum for the meeting.

36
37
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41

SECOND ORDER OF BUSINESS

Audience Comments on Agenda Items

There were no audience members present to comment.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 2

THIRD ORDER OR BUSINESS

Consideration of Minutes of the Board

42
43
44
45

of

Supervisors	Meeting

Held

on

June 5, 2025

46
47
48
49
50
51
52
53
54

FOURTH ORDER OR BUSINESS

Ratification	of

Operation

and the

Maintenance	Expenditures	for Months of May - June 2025

Ms. O’Mera presented the maintenance expenditures to the Board of Supervisors and asked if there were any questions. There were no questions.

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75

On a motion by Mr. Dodson, seconded by Mr. Rosenberg, with all in favor, the Board ratified the Operations and Maintenance Expenditures for the month of May 2025 in the amount of
$34,254.47, June 2025, in the amount of $202,148.55, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Ms. Ballew, with all in favor, the Board approved the Minutes of the Regular Meeting of the Board of Supervisors held on June 5, 2025, for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 3

FIFTH ORDER OR BUSINESS

Consideration Consent Agenda – Ratification of Maintenance Items

76
77
78

Ms. O’Mera presented maintenance items for discussion and ratification by the Board with Mr. Lang and Mr. Stenhammer expanding on instances of repairs or specific authorizations.

79
80

On a motion by Mr. Stenhammer, seconded by Ms. Ballew, with all in favor, the Board ratified the following expenditures:
by Alys Beach Resorts:
PO # 25-04: PP-2 Streetlight Pole & Fixture (Reserves): $5,445.00 by AquaPro Water Systems:
WA #25-02: West Well Equipment Replacement (Reserves): $5,970.00
WA #25-03: East Well Equipment Replacement (Reserves): $6,317.00
WA #25-04: West & Caliza Well Repairs (Reserves): not-to-exceed $11,000.00 by Arbor Tree Care:
30A Palm Trimming (Freeze Damage): $6,500.00 by Couch Collective:
WA #25-04: Paver Repairs at N Castle Harbour & 30A: $2,810.00 by Griffin Traffic Signals:
Crosswalk Assembly Repair: $1,200.00 by Lake Doctors:
Impeller Pump Housing: $206.05
by McHenry Electric:
WA #25-12: M6-M7 Ped Path Lighting Repairs: $250.00
WA #25-13: NN Parking Ped Path Lighting Repairs: $547.50
WA #25-14: W La Garza Ct/ Turtle Bale Palm Lighting Repairs: $575.00
WA #25-15: Street Lighting Electrical Repairs: $1,126.00
WA #25-16: Ped Path & Landscape Lighting Repairs #1: $850.00
WA #25-17: Ped Path & Landscape Lighting Repairs #2: $3,173.20
WA #25-18: Lake Marilyn Fountain Power Repair: $120.00
WA #25-19: Ped Path Lighting Repair LL7-8: $250.00
WA #25-20: PP2 Streetlight Installation (Reserves): $1,421.00
WA #25-21: West Well Sub Panel Repair: $1,642.45
WA #25-22: N Castle Harbour Ped Path Lighting Repair: $3,908.25 by Rip’s Professional Lawn Care:
WA#25-12: 30A Sod Damage Repair: $2,672.00
WA#25-13: Lake Marylin East Valve Repair: not-to-exceed $7,500.00
WA#25-14: Mainline Repair at N Somerset & Hogpenny: $6,994.25
WA#25-15: 30A Palm Tree Replacement (Freeze Damage): $9,980.00
for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 4

SIXTH ORDER OR BUSINESS

Presentation/Consideration Proposal for Tidal Water Survey

of

81
82
83

Mr. Stenhammer presented the proposal for discussion. Mr. Martelli noted that the survey would be beneficial support to the maintenance programs performed by the District.

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85

86
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90

SEVENTH ORDER OR BUSINESS

Consideration of Proposal for Update to Pavement Management Manual

91

EIGHTH ORDER OF BUSINESS

Presentation of Stormwater Operation & Maintenance Plan and Consideration of Costs Associated with Stormwater System Assessment, Initial Conditions Report and, O&M Restoration Program
on District stormwater management facilities, and

92
93
94
95
96

Mr. Martelli presented the proposal package

97
98
99
100
101

discussion ensued. Mr. Martelli advised that substantial restoration work is expected and recommended phasing the work over several years for funding purposes. He noted that the inspections, report, and plan would be completion in FY 2026.

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104
105
106

On a motion by Ms. Ballew, seconded by Mr. Hartley, with all in favor, the Board approved the proposal from Innerlight Engineering for Stormwater System Assessment , Initial Conditions Report, and O&M Restoration Program, in the amount of $180,000.00, to be funded by as a disbursement from Reserves, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Mr. Dodson, with all in favor, the Board approved the proposal from Innerlight Engineering for Update to the Pavement Management Manual, in the amount of $4,800.00, for Somerset Community Development District.

On a motion by Mr. Dodson, seconded by Mr. Rosenberg, with all in favor, the Board approved the completion of Tasks 1-8 of the Proposal from Innerlight Engineering for Tidal Water Survey, in the amount of $44,500.00, for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 5

NINTH ORDER OF BUSINESS

Public Hearing on Fiscal Year 2025-2026 Final Budget

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115

There being no audience present, there were no comments.

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122
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124

TENTH ORDER OR BUSINESS

Presentation

of

Proposed

Final

Budget for Fiscal Year 2025-2026

Ms. O’Mera presented the proposed final budget for discussion. Mr. Stenhammer recommended authorizing Staff to transfer any excess Fiscal Year 2024/2025 Operating Funds to the Reserves to earn higher interest.

125
126
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128
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130

ELEVENTH ORDER OR BUSINESS

Consideration of Resolution 2025-07, Annual Appropriations and Adopting the Final Budget for FY 2025/2026

131
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133

On a motion by Mr. Stenhammer, seconded by Mr. Dodson, with all in favor, the Board adopted Resolution 2025-07, Annual Appropriations and Adopting Fiscal Year 2025-2026 Final Budget, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Mr. Dodson, with all in favor, the Board directed Staff to transfer any excess Fiscal Year 2024-2025 budgeted Operating funds to the Reserves account upon the closing of the September Financials, for Somerset Community Development District.

On a motion by Mr. Rosenberg, seconded by Mr. Stenhammer, with all in favor, the Board closed the Public Hearing on Fiscal Year 2025-2026 Budget, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Mr. Rosenberg, with all in favor, the Board opened the Public Hearing on Fiscal Year 2025-2026 Budget, for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 6

TWELFTH ORDER OF BUSINESS

Public Hearing to Consider the Imposition of Operations and Maintenance Special Assessments

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137

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140

There being no audience present, there were no comments.

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149

THIRTEENTH ORDER OR BUSINESS

Consideration of Resolution 2025-08, Making a Determination of Benefit; Imposing Special Assessments; Providing for the Collection and Enforcement of Special Assessments; Certifying Assessment Roll

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154

FOURTEENTH ORDER OF BUSINESS

Consideration of Fiscal Year 2025-2026 Direct Collection Agreement

155
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160

On a motion by Mr. Dodson, seconded by Ms. Ballew, with all in favor, the Board approved Fiscal Year 2025-2026 Direct Collection Agreement with EBSCO Gulf Coast Development, Inc, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Ms. Ballew, with all in favor, the Board adopted Resolution 2025-08, Making a Determination of Benefit, Imposing Special Assessments, Providing for the Collection and Enforcement of Special Assessments, and Certifying an Assessment Roll for Fiscal Year 2025-2026, for Somerset Community Development District.

On a motion by Mr. Hartley, seconded by Mr. Stenhammer, with all in favor, the Board closed the Public Hearing to Consider the Imposition of Operations and Maintenance Special Assessments for Fiscal Year 2025-2026, for Somerset Community Development District.

On a motion by Mr. Stenhammer, seconded by Mr. Hartley, with all in favor, the Board opened the Public Hearing to Consider the Imposition of Operations and Maintenance Special Assessments for Fiscal Year 2025-2026, for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 7

FIFTEENTH ORDER OR BUSINESS

Consideration of Resolution 2025-09, Annual Meeting Schedule for Fiscal Year 2025-2026

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165

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198

SIXTEENTH ORDER OF BUSINESS

Staff Reports

A.

District Counsel
Ms. Mackie had no specific report to present but invited questions from the Board. There were no questions.

B.

District Engineer
Mr. Martelli had no specific report to present but invited questions from the Board. There were no questions.

C.

Facilities Manager
Mr. Lang had no specific report to present but invited questions from the Board. There were no questions.

D.

District Manager
Ms. O’Mera reviewed the District Manager Report and noted the upcoming District Insurance Renewal.

SEVENTEENTH ORDER OF BUSINESS

Supervisor Requests and Audience Comments

There being no audience present, there were no comments.

On a motion by Mr. Rosenberg, seconded by Mr. Dodson, with all in favor, the Board adopted Resolution 2025-09, Setting the Fiscal Year 2025-2026 Meeting Schedule, as presented, for Somerset Community Development District.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
August 7, 2025 - Minutes of Meeting
Page 8

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200
201
202

EIGHTEENTH ORDER OF BUSINESS

Adjournment

203
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205
206
207

 	
Secretary/Assistant Secretary

 	
Chairman/ Vice Chairman

On a motion by Mr. Dodson, seconded by Mr. Rosenberg, with all in favor, the Board adjourned the meeting at 3:05 p.m., for Somerset Community Development District.

Tab 2

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
District Office · Panama City, Florida · (850) 334-9055
Mailing Address · 3434 Colwell Avenue, Suite 200, Tampa Florida 33614 www.somersetcdd.org

Operations and Maintenance Expenditures July 2025
For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from July 1, 2025 through July 31, 2025. This does not include expenditures previously approved by the Board.

The total items being presented:	$143,534.37

Approval of Expenditures:

	Chairperson

	Vice Chairperson

	Assistant Secretary

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2025 Through July 31, 2025

Vendor Name	 Check Number Invoice Number	 Invoice Description	

 Invoice Amount

$8,381.00

ALYS Beach Resort LLC

300104 CL00026422

Monthly Facility Management 06/25

$23,949.19

ALYS Beach Resort LLC

300108 CL00026444

Lighting Repairs 06/25

$5,320.42

ALYS Beach Resort LLC

500009 CL00026444 R

Lighting Repairs 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300091

109856872 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300091

109856893 Chemical/Salt Installation 06/25

$375.00

Aqua Pro Water Systems - FL/GA

300091

109856914 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300091

109856935 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300094

109857981 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300094

109858002 Chemical/Salt Installation 06/25

$165.00

Aqua Pro Water Systems - FL/GA

300094

109858023 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300094

109858044 Chemical/Salt Installation 06/25

$15.00

Aqua Pro Water Systems - FL/GA

300097

110092040 Chemical/Salt Installation 07/25

$60.00

Aqua Pro Water Systems - FL/GA

300098

110091977 Chemical/Salt Installation 07/25

$435.00

Aqua Pro Water Systems - FL/GA

300098

110092019 Chemical/Salt Installation 07/25

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2025 Through July 31, 2025

Vendor Name	 Check Number Invoice Number	 Invoice Description	

 Invoice Amount

$15.00

Aqua Pro Water Systems - FL/GA

300100

110254938 Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300100

110254959 Chemical/Salt Installation 07/25

$510.00

Aqua Pro Water Systems - FL/GA

300100

110254980 Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300100

110255001 Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300105

110091998 Chemical/Salt Installation 07/25

$180.00

Aqua Pro Water Systems - FL/GA

300109

110584302 Chemical/Salt Installation 07/25

$405.00

Aqua Pro Water Systems - FL/GA

300109

110584335 Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300109

110584356 Chemical/Salt Installation 07/25

$135.00

Aqua Pro Water Systems - FL/GA

300114

110584281 Chemical/Salt Installation 07/25

$645.00

Aqua Pro Water Systems - FL/GA

300114

110793687 Chemical/Salt Installation 07/25

$465.00

Aqua Pro Water Systems - FL/GA

300114

110793708 Chemical/Salt Installation 07/25

$390.00

Aqua Pro Water Systems - FL/GA

300114

110794113 Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300114

110794134 Chemical/Salt Installation 07/25 East Well Equipment Replacements
110647622 07/25

$6,317.00

Aqua Pro Water Systems - FL/GA

500008

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2025 Through July 31, 2025

Vendor Name	 Check Number Invoice Number	 Invoice Description	

 Invoice Amount

Caliza Well Repair/Replacements 110659189 07/25

$8,989.00

Aqua Pro Water Systems - FL/GA

500010

$2,000.00

Aqua Pro Water Systems - FL/GA

500010

110664961 West Well Repair/Replacements 07/25

$10,400.00

Arbor Tree Care

300111 0014224

Medjool Date Systemic Injections 06/25

$2,810.00

Couch Collective, LLC

300106 CC 2025-98

Road Paver Repair 07/25

$2,280.00

Couch Collective, LLC

300110 CC 2025-88

Road Paver Repair 07/25 Project # 2 Quarterly Maintenance Phase May - July

$29,354.83

Dune Doctors, LLC

300101 050125-4

$30.37

Florida Power & Light Company

300116 21125-35741 03/25 ACH

15 CALIZA LN 03/25

$28.90

Florida Power & Light Company

300116 21125-35741 04/25 ACH

15 CALIZA LN 04/25

$29.46

Florida Power & Light Company

300116 21125-35741 05/25 ACH

15 CALIZA LN 05/25

$29.10

Florida Power & Light Company

300116 21125-35741 06/25 ACH

15 CALIZA LN 06/25

$35.59

Florida Power & Light Company

20250718-1

21046-33165 06/25 ACH

9954 E County Highway 30A 06/25

$272.43

Florida Power & Light Company

20250718-1

21080-12465 06/25 ACH

9396 E County Highway 30A 06/25

$27.77

Florida Power & Light Company

20250718-1

21125-35816 06/25 ACH
FPL Summary 06/25 ACH 861

106 N Somerset Street 06/25

$588.03

Florida Power & Light Company

20250718-1

FPL Summary 06/25

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2025 Through July 31, 2025

Vendor Name	 Check Number Invoice Number	 Invoice Description	

 Invoice Amount

$1,833.35

Florida Power & Light Company

20250721-1

21125-35147 06/25 ACH

305 Somerset Street 06/25 Arbitrage Rebate Calculation Series 2022

$500.00

LLS Tax Solutions, Inc.

300092 0003782

$250.00

McHenry Electric, Inc.

300095

26459 M6-M7 ped path lighting repairs 06/25 WA#25-20 PP-2 Streetlight Installation
26483 07/25
Monthly Pump Station Maintenance 10571 07/25
Service Call - Lake Fill Valve Issue
10588 06/25
Crosswalk signs, post, & soil plate 3388 07/25

$1,421.00

McHenry Electric, Inc.

500011

$225.00

Mills Supply

300102

$400.00

Mills Supply
Murdock Investments, LLC DBA GRIFFIN TRAFFIC SIGNALS
Murdock Investments, LLC DBA
GRIFFIN TRAFFIC SIGNALS

300102

$1,200.00

300103

$6,925.00

300103

3389 Cross Walk Maintenance 07/25

$8,975.00

Rip's Professional Lawn Care, Inc.

300112

341109 Monthly Landscape Maintenance 06/25

$6,994.25

Rip's Professional Lawn Care, Inc.

300112

341501 Irrigation Repairs 06/25

$5,646.25

Rizzetta & Company, Inc.

300093 INV0000100551

District Management Fees 07/25

$1,259.67

Rizzetta & Company, Inc.

300099 INV0000100605

Mass Mailing - Budget Notice 07/25

$1,310.88

Rizzetta & Company, Inc.

300107 INV0000100665

Personal Reimbursement 07/25

$1,310.88

Rizzetta & Company, Inc.

300115 INV0000101168

Personal Reimbursement 07/25

Somerset Community Development District
Paid Operation & Maintenance Expenditures
July 1, 2025 Through July 31, 2025

Vendor Name	 Check Number Invoice Number	 Invoice Description	

 Invoice Amount

$55.00

The Lake Doctors, Inc.

300096 287806B

Monthly Monitoring/Inspection 07/25

$425.00

VGlobal Tech

300113

7476 Website ADA Compliance 07/25

Report Total

$143,534.37

SOMERSET COMMUNITY DEVELOPMENT DISTRICT
District Office · Panama City, Florida · (850) 334-9055
Mailing Address · 3434 Colwell Avenue, Suite 200, Tampa Florida 33614 www.somersetcdd.org

Operations and Maintenance Expenditures August 2025
For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from August 1, 2025 through August 31, 2025. This does not include expenditures previously approved by the Board.

The total items being presented:	$314,928.39

Approval of Expenditures:

	Chairperson

	Vice Chairperson

	Assistant Secretary

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2025 Through August 31, 2025

Vendor Name	 Check Number

Invoice Number	 Invoice Description	  Invoice Amount

ALYS Beach Resort LLC

300120

CL00026770

Monthly Facility Management 07/25

$8,381.00

ALYS Beach Resort LLC

300130

CL00026660

Streetlight Repairs 07/25

$1,145.56

ALYS Beach Resort LLC

500012

CL00026660 Reserve

Street Light repairs 07/25

$15,961.26

Aqua Pro Water Systems - FL/GA

300117

110793950

Chemical/Salt Installation 07/25

$270.00

Aqua Pro Water Systems - FL/GA

300117

110794227

Chemical/Salt Installation 07/25

$315.00

Aqua Pro Water Systems - FL/GA

300117

110794248

Chemical/Salt Installation 07/25

$150.00

Aqua Pro Water Systems - FL/GA

300117

110794269

Chemical/Salt Installation 07/25

$15.00

Aqua Pro Water Systems - FL/GA

300121

111060848

Service Call McGee Equipment 07/25

$125.00

Aqua Pro Water Systems - FL/GA

300125

111014139

Chemical/Salt Installation 08/25

$705.00

Aqua Pro Water Systems - FL/GA

300125

111014160

Chemical/Salt Installation 08/25

$780.00

Aqua Pro Water Systems - FL/GA

300125

111014202

Chemical/Salt Installation 08/25

$135.00

Aqua Pro Water Systems - FL/GA

300127

111219860

Chemical/Salt Installation 08/25

$345.00

Aqua Pro Water Systems - FL/GA

300127

111219881

Chemical/Salt Installation 08/25

$240.00

Aqua Pro Water Systems - FL/GA

300127

111219902

Chemical/Salt Installation 08/25

$630.00

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2025 Through August 31, 2025

Vendor Name	 Check Number

Invoice Number	 Invoice Description	  Invoice Amount

Aqua Pro Water Systems - FL/GA

300127

111219923

Chemical/Salt Installation 08/25

$135.00

Aqua Pro Water Systems - FL/GA

300131

111119984

Service Call East Well Equipment 07/25
Chemical/Salt Installation 08/25

$250.00

Aqua Pro Water Systems - FL/GA

300138

111218590

$480.00

Aqua Pro Water Systems - FL/GA

300138

111218611

Chemical/Salt Installation 08/25

$480.00

Aqua Pro Water Systems - FL/GA

300138

111218632

Chemical/Salt Installation 08/25

$360.00

Aqua Pro Water Systems - FL/GA

300138

111218653

Chemical/Salt Installation 08/25

$75.00

Aqua Pro Water Systems - FL/GA

300139

111407900

Chemical/Salt Installation 08/25

$690.00

Aqua Pro Water Systems - FL/GA

300139

111407921

Chemical/Salt Installation 08/25

$525.00

Aqua Pro Water Systems - FL/GA

300139

111407942

Chemical/Salt Installation 08/25

$105.00

Aqua Pro Water Systems - FL/GA

300140

111407879

Chemical/Salt Installation 08/25

$555.00

Aqua Pro Water Systems - FL/GA

300144

114605269

Chemical/Salt Installation 08/25

$195.00

Aqua Pro Water Systems - FL/GA

300144

114605291

Chemical/Salt Installation 08/25

$375.00

Aqua Pro Water Systems - FL/GA

300144

114607489

Chemical/Salt Installation 08/25

$225.00

Aqua Pro Water Systems - FL/GA

300144

114607511

Chemical/Salt Installation 08/25

$75.00

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2025 Through August 31, 2025

Vendor Name	 Check Number

Invoice Number	 Invoice Description	  Invoice Amount

Aqua Pro Water Systems - FL/GA

300148

114607562

Chemical/Salt Installation 08/25

$195.00

Aqua Pro Water Systems - FL/GA

300148

114607584

Chemical/Salt Installation 08/25

$300.00

Aqua Pro Water Systems - FL/GA

300148

114607734

Chemical/Salt Installation 08/25

$195.00

Aqua Pro Water Systems - FL/GA

300148

114607756

Chemical/Salt Installation 08/25

$60.00

Arbor Tree Care

300122

0014196

Tree Trimming 06/25

$6,500.00

Belinda Ann Ballew

300132

BB080725

Board of Supervisors Meeting 08/07/25

$200.00

Florida Power & Light Company

20250820-1

21046-33165 07/25 ACH

9954 E County Highway 30A 07/25

$264.34

Florida Power & Light Company

20250820-1

21080-12465 07/25 ACH

9396 E County Highway 30A 07/25

$214.41

Florida Power & Light Company

20250820-1

21125-35147 07/25 ACH

305 Somerset Street 07/25

$2,372.42

Florida Power & Light Company

20250820-1

21125-35816 07/25 ACH

106 N Somerset Street 07/25

$28.02

Florida Power & Light Company

20250820-1

FPL Summary 07/25 ACH

FPL Summary 07/25

$504.75

Gannett Florida LocaliQ

300145

0007248607

Legal Advertising 07/25

$878.60

George Hartley

300133

GH080725

Board of Supervisors Meeting 08/07/25

$200.00

Innerlight Engineering Corporation

300126

10195

Engineering Services 03/25 - 06/25

$10,850.00

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2025 Through August 31, 2025

Vendor Name	 Check Number

Invoice Number	 Invoice Description	  Invoice Amount

Innerlight Engineering Corporation

300126

10397

Engineering Services 07/25

$1,000.00

Innerlight Engineering Corporation

300128

10436

NPDES Weekly Inspection 05/25 - 07/25
Engineering Services 06/25

$6,650.00

Innerlight Engineering Corporation

300134

10196

$11,400.00

Innerlight Engineering Corporation

300134

10396

Engineering Services 07/25

$11,400.00

John Rosenberg

300135

JR080725

Board of Supervisors Meeting 08/07/25

$200.00

Kutak Rock, LLP

300146

3579961

Legal Services 04/25

$2,431.50

Kutak Rock, LLP

300146

3611415

Legal Services 06/25

$1,593.00

McHenry Electric, Inc.

300118

26498

Relocated power for RIP and Well 07/25
Restored lighting 07/25

$1,642.45

McHenry Electric, Inc.

300118

26499

$3,908.25

McHenry Electric, Inc.

300147

26525

Trouble Shoot Lighting for Employee Parking 08/25
Monthly Pump Station Maintenance
08/25
Palm tree replacement 07/25

$690.00

Mills Supply

300123

10604

$225.00

Rip's Professional Lawn Care, Inc.

300141

347275

$9,980.00

Rip's Professional Lawn Care, Inc.

300141

347276

Irrigation Repair SW Buttery 07/25

$610.50

Rip's Professional Lawn Care, Inc.

300141

347503

Monthly Landscape Maintenance 07/25

$8,975.00

Somerset Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2025 Through August 31, 2025

Vendor Name	 Check Number

Invoice Number	 Invoice Description	  Invoice Amount

Rip's Professional Lawn Care, Inc.

300141

347514

Irrigation Repairs 07/25

$2,662.60

Rip's Professional Lawn Care, Inc.

500013

350007

30A Sod Replacement 07/25

$185,951.34

Rizzetta & Company, Inc.

300119

INV0000101281

District Management Fees 08/25

$5,646.25

Rizzetta & Company, Inc.

300129

INV0000101363

Personal Reimbursement 08/25

$1,298.57

Rizzetta & Company, Inc.

300143

INV0000101990

Personal Reimbursement 08/25

$1,298.57

Robert E Stenhammer

300136

RS080725

Board of Supervisors Meeting 08/07/25

$200.00

The Lake Doctors, Inc.

300124

296105B

Monthly Monitoring/Inspection 08/25

$55.00

Thomas M Dodson

300137

TD080725

Board of Supervisors Meeting 08/07/2025
Website ADA Compliance 08/25

$200.00

VGlobal Tech

300142

7555

$425.00

Report Total

$314,928.39

Tab 3

CONSENT AGENDA – RATIFICATION OF MAINTENANCE ITEMS

A.

Alys Beach Resorts:
PO #25-05: RR-2 Streetlight Pole & Fixture (Reserves)	$
AquaPro Water Systems:
WA #25-05: McGee Well Pump & Motor Replacement (Reserves)	$
WA #25-06: McGee Well Plumbing Repair (Reserves)	$
Couch Collective:
WA #25-05: Paver Repairs at Intersection of 30A & N Somerset Street	$

5,445.00

B.

9,150.00
850.00

D.

1,580.00

2. WA #25-06: Beach Club Plaza Step Lighting Repair (Reserves)	$ 21,054.00

E.
F.

Lake Doctors: Algae Treatment	$
McHenry Electric:

600.00

1.
2.
3.
4.
5.
6.

WA #25-23: Employee Parking Lot Lighting Repair	$
WA #25-24: L&M Block/McGee Park Ped Path Lighting Repair	$
WA #25-25: A&E Pedestrian Path Lighting	$
WA #25-26: RR-2 Streetlight Removal/Installation (Reserves)	$
WA #25-28: Amphitheater Lighting Repair	$
WA #25-29: Amphitheater Lighting Troubleshoot	$

690.00
695.00
2,276.00
2,350.00
1,353.00
950.00

H.

Rip’s Professional Lawn Care:

1.
2.
3.

WA #25-17: 30A Irrigation Repair	$
WA #25-18: Distribution Main Irrigation Repair (EE-6)	$
WA #25-19: Distribution Main Irrigation Repair (XX-8)	$

2,823.04
2,571.04
494.34

Total: $ 52,881.42

Alys Beach Resorts

EXHIBIT A

Town Operations

NAME:	DATE:

SIGNATURE:

ABM NAME:	DATE:

ABM SIGNATURE:

MATERIALS:

Street Light Pole and Fixture

$5445.00

LABOR:

SUBTOTAL:

TAX:

TOTAL:

5445.00

DESCRIPTION:

Replace T4 Street Light

DATE: 8/28/2025

NAME: Somerset Community Development District c/o Rizzetta

LOCATION: East Sugar Lump @RR2

PROJECT: Street Light Replacement

ESTIMATED START DATE:

ESTIMATED COMPLETION DATE:

AquaPro

WORK AUTHORIZATION #25-05
August 29, 2025

Somerset Community Development District 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Subject: Work Authorization Number 25-05 (“Work Authorization”) Somerset Community Development District

Dear Board of Supervisors:

Jottis, LLC, d/b/a Aqua Pro Water Systems (“Contractor”) is pleased to submit this work authorization to provide salt system maintenance services for the Somerset Community Development District (“District”). We will provide these services pursuant to our current Agreement Between the Somerset Community Development District and Aqua Pro Water Systems for Salt System Maintenance Services dated February 7, 2025 (“Agreement”) as follows:

I.

Scope of Work
The District hereby engages the services of Contractor to perform the work described in Attachment A,

attached hereto. Attachment A shall not be incorporated herein, except that Attachment A is applicable to the extent that it states the Work’s scope of services for the labor and materials to be provided under this Agreement and the price. Otherwise, none of the provisions of Attachment A shall apply to this Work Authorization and the Agreement.

II.

Fees
The District will compensate Contractor at the price listed in Attachment A in accordance with the terms of

the Agreement and this Work Authorization.

This Work Authorization, together with the Agreement, represents the entire understanding between the District and Contractor with regard to the referenced Work Authorization. If you wish to accept this Work

Authorization, please sign below where indicated, and return one complete copy to our office. promptly schedule the approved services.

Upon receipt, we will

Sincerely,

Authorized Representative of Aqua Pro Water Systems

APPROVED AND ACCEPTED

By: 		 Chair/Vice-Chair, Board of Supervisors Somerset Community Development District

Date: 	

1

Attachment A

2

WORK AUTHORIZATION #25-06
August 29, 2025

Somerset Community Development District 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Subject: Work Authorization Number 25-06 (“Work Authorization”) Somerset Community Development District

Dear Board of Supervisors:

Jottis, LLC, d/b/a Aqua Pro Water Systems (“Contractor”) is pleased to submit this work authorization to provide salt system maintenance services for the Somerset Community Development District (“District”). We will provide these services pursuant to our current Agreement Between the Somerset Community Development District and Aqua Pro Water Systems for Salt System Maintenance Services dated February 7, 2025 (“Agreement”) as follows:

I.

Scope of Work
The District hereby engages the services of Contractor to perform the work described in Attachment A,

attached hereto. Attachment A shall not be incorporated herein, except that Attachment A is applicable to the extent that it states the Work’s scope of services for the labor and materials to be provided under this Agreement and the price. Otherwise, none of the provisions of Attachment A shall apply to this Work Authorization and the Agreement.

II.

Fees
The District will compensate Contractor at the price listed in Attachment A in accordance with the terms of

the Agreement and this Work Authorization.

This Work Authorization, together with the Agreement, represents the entire understanding between the District and Contractor with regard to the referenced Work Authorization. If you wish to accept this Work

Authorization, please sign below where indicated, and return one complete copy to our office. promptly schedule the approved services.

Upon receipt, we will

Sincerely,

Authorized Representative of Aqua Pro Water Systems

APPROVED AND ACCEPTED

By: 		 Chair/Vice-Chair, Board of Supervisors Somerset Community Development District

Date: 	

1

Attachment A

2

Couch Collective

WORK AUTHORIZATION #25-05
August 22, 2025

Somerset Community Development District
3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Subject:

Work Authorization Number 25-05 (“Work Authorization”)
Somerset Community Development District

Dear Board of Supervisors:

Couch Collective, LLC (“Contractor”) is pleased to submit this work authorization to provide paver
repair, installation and/or replacement services for the Somerset Community Development District (“District”). We will provide these services pursuant to our current Agreement for Paver Repair, Installation and Replacement Services dated April 3, 2025 (“Agreement”) as follows:

I.

Scope of Work
The District hereby engages the services of Contractor to perform the work described in

Attachment A, attached hereto. Attachment A shall not be incorporated herein, except that Attachment
A is applicable to the extent that it states the Work’s scope of services for the labor and materials to be provided under this Agreement and the price. Otherwise, none of the provisions of Attachment A shall apply to this Work Authorization and the Agreement.

II.

Fees
The District will compensate Contractor at the price listed in Attachment A in accordance with the

terms of the Agreement and this Work Authorization.

This Work Authorization, together with the Agreement, represents the entire understanding
between the District and Contractor with regard to the referenced Work Authorization. If you wish to accept this Work Authorization, please sign below where indicated, and return one complete copy to our office. Upon receipt, we will promptly schedule the approved services.

Sincerely,

Authorized Representative of
Couch Collective, LLC

4898-0191-9034.1

1

APPROVED AND ACCEPTED

By:

Chair/Vice-Chair, Board of Supervisors
Somerset Community Development District

Date: 	

4898-0191-9034.1

2

Attachment A

4898-0191-9034.1

3

4898-0191-9034.1

4

4898-0191-9034.1

5

WORK AUTHORIZATION #25-06
September 11, 2025

Somerset Community Development District
3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Subject:

Work Authorization Number 25-06 (“Work Authorization”)
Somerset Community Development District

Dear Board of Supervisors:

Couch Collective, LLC (“Contractor”) is pleased to submit this work authorization to provide paver
repair, installation and/or replacement services for the Somerset Community Development District (“District”). We will provide these services pursuant to our current Agreement for Paver Repair, Installation and Replacement Services dated April 3, 2025 (“Agreement”) as follows:

I.

Scope of Work
The District hereby engages the services of Contractor to perform the work described in

Attachment A, attached hereto. Attachment A shall not be incorporated herein, except that Attachment
A is applicable to the extent that it states the Work’s scope of services for the labor and materials to be provided under this Agreement and the price. Otherwise, none of the provisions of Attachment A shall apply to this Work Authorization and the Agreement.

II.

Fees
The District will compensate Contractor at the price listed in Attachment A in accordance with the

terms of the Agreement and this Work Authorization.

This Work Authorization, together with the Agreement, represents the entire understanding
between the District and Contractor with regard to the referenced Work Authorization. If you wish to accept this Work Authorization, please sign below where indicated, and return one complete copy to our office. Upon receipt, we will promptly schedule the approved services.

Sincerely,

Authorized Representative of
Couch Collective, LLC

4898-0191-9034.1

1

APPROVED AND ACCEPTED

By:

Chair/Vice-Chair, Board of Supervisors
Somerset Community Development District

Date: 	

4898-0191-9034.1

2

Attachment A

4898-0191-9034.1

3

The Lake Doctors

WORK AUTHORIZATION #25-3

August 26, 2025

Somerset Community Development District 3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Subject: Work Authorization Number 25-3 (“Work Authorization”) Somerset Community Development District

Dear Board of Supervisors:

The Lake Doctors, Inc. (“Contractor”) is pleased to submit this work authorization to provide additional aquatic maintenance and repair services for the Somerset Community Development District (“District”). We will provide these services pursuant to our current Agreement Between the Somerset Community Development District and The Lake Doctors, Inc., for Pond Inspection and Monitoring Services, as amended (“Agreement”) as follows:

I.

Scope of Work
The District hereby engages the services of Contractor to perform the work described in Attachment A,

attached hereto. Attachment A shall not be incorporated herein, except that Attachment A is applicable to the extent that it states the Work’s scope of services for the labor and materials to be provided under this Agreement and the price. Otherwise, none of the provisions of Attachment A shall apply to this Work Authorization and the Agreement.

II.

Fees
The District will compensate Contractor at the price listed in Attachment A in accordance with the terms of

the Agreement and this Work Authorization.

This Work Authorization, together with the Agreement, represents the entire understanding between the District and Contractor with regard to the referenced Work Authorization. If you wish to accept this Work

Authorization, please sign below where indicated, and return one complete copy to our office. promptly schedule the approved services.

Upon receipt, we will

Sincerely,

Authorized Representative of The Lake Doctors, Inc.

APPROVED AND ACCEPTED

By:

Chair/Vice-Chair, Board of Supervisors Somerset Community Development District

Date: 	

1

ATTACHMENT A

2

McHenry Electric

______________________

Secretary

 25-114	
 690.00	

WORK AUTHORIZATION FOR MAINTENANCE SERVICES

This	Work	Authorization	(the		“Work	Authorization”),	dated authorizes certain	work	in	accordance	with	that	certain	AGREEMENT SOMERSET COMMUNITY DEVELOPMENT		DISTRICT	AND		MCHENRY

,		202 , BETWEEN	THE ELECTRIC,		 INC.,

FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

_

By:_R_ob_e_r_t_Ste_nh_a_mme_r		 Its:_Ch_a_i_r_m_an	

MCHENRY ELECTRIC, INC.

Witness

By:	  Its:	

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

_____________________

Secretary

25-124	
 695.00	

WORK AUTHORIZATION FOR MAINTENANCE SERVICES

This	Work	Authorization	(the		“Work	Authorization”),	dated authorizes certain	work	in	accordance	with	that	certain	AGREEMENT SOMERSET COMMUNITY DEVELOPMENT		DISTRICT	AND		MCHENRY

,		202 , BETWEEN	THE ELECTRIC,		 INC.,

FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

By: Robert Stenhammer	
Its: C_ha_ir_ma_n	

MCHENRY ELECTRIC, INC.

Witness

By:	  Its:	

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

25-130	
 2,276.00	

WORK AUTHORIZATION FOR MAINTENANCE SERVICES

This	Work	Authorization	(the		“Work	Authorization”),	dated authorizes certain	work	in	accordance	with	that	certain	AGREEMENT SOMERSET COMMUNITY DEVELOPMENT		DISTRICT	AND		MCHENRY

,		202 , BETWEEN	THE ELECTRIC,		 INC.,

FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

Secretary

By:	  Its:	

MCHENRY ELECTRIC, INC.

Witness

By:	

Its:

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

_____________________

Secretary

25-137	 2,350.00

WORK AUTHORIZATION FOR MAINTENANCE SERVICES - WA #25-26
This	Work	Authorization	(the	“Work	Authorization”),	dated

,	202 ,

authorizes certain	work	in	accordance	with	that	certain	AGREEMENT	BETWEEN	THE

SOMERSET	COMMUNITY

DEVELOPMENT	DISTRICT

AND

MCHENRY

ELECTRIC,

INC., FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:
SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

_

By: Robert Stenhamm_er
Its: Chairman	

MCHENRY ELECTRIC, INC.

Witness

By:	  Its:	

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

 25-086R	
  1,353.00	

WORK AUTHORIZATION FOR MAINTENANCE SERVICES

This

Work

Authorization

(the	“Work

Authorization”),

dated

202 , BETWEEN THE ELECTRIC, INC.,

authorizes certain

work

in

accordance

with

that

certain	AGREEMENT

SOMERSET

COMMUNITY	DEVELOPMENT

DISTRICT	AND	MCHENRY

FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

Secretary

By:		 Its:_Ch_a_i_rma_n	

MCHENRY ELECTRIC, INC.

Witness

By:	  Its:	

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

 N/A	
 950.00	

WORK AUTHORIZATION FOR MAINTENANCE SERVICES

This

Work

Authorization

(the

“Work with

Authorization”),

dated

202 , THE INC.,

authorizes	certain

work	in

accordance

that	certain	AGREEMENT

BETWEEN ELECTRIC,

SOMERSET	COMMUNITY	DEVELOPMENT	DISTRICT	AND	MCHENRY

FOR GENERAL MAINTENANCE SERVICES (the “Agreement”), dated April 6, 2022, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and whose mailing address is 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (the “District”); and

MCHENRY ELECTRIC, INC., a Florida for profit corporation, with a mailing address of 50 Hatchew Road, Miramar Beach, Florida 32550 (hereinafter “Contractor”, together with District the “Parties”).

Section 1. Scope of Services. Contractor shall provide repair and maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Services”).

Section 2. Compensation and Term.

It is understood and agreed that the payment of

compensation for the Services under this Work Authorization shall be in the amount and for the term set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

SOMERSET COMMUNITY DEVELOPMENT DISTRICT

Secretary

By:		 Its:_Ch_a_i_rma_n	

MCHENRY ELECTRIC, INC.

Witness

By:_D. _Cla_y_t_o_n Mc_h_e_nry	
Its:  P_r_e_s_i_d_e_n_t	

4869-0675-6377.1

Exhibit A: Proposal/Scope of Services

4869-0675-6377.1

Rip's Professional Lawn Care

FORM OF ADDITIONAL SERVICES ORDER

WORK AUTHORIZATION #25-17 FOR ADDITIONAL LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

THIS WORK AUTHORIZATION (the “Work Authorization”), dated August 8, 2025, authorizes certain work in accordance with that certain Landscape and Irrigation Maintenance Services Agreement (the “Agreement”), dated October 1, 2021, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and having offices at c/o Rizzetta & Company, Inc., 120 Richard Jackson Blvd., Suite 220, Panama City Beach, Florida 32407 (“District”); and

RIP’S PROFESSIONAL LAWN CARE, INC., a Florida corporation, with a mailing address of 511 North Highway 79, Panama City Beach, Florida 32413 (the “Contractor,” and collectively with the District, the “Parties”).

SECTION 1. SCOPE OF SERVICES. In addition to the Services described in the Agreement and any Exhibits and Amendments thereto, the Contractor will provide additional landscape and irrigation maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Additional Services”).

Section 2. Compensation.

It is understood and agreed that the payment of

compensation for the Additional Services under this Work Authorization shall be in the amount set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Additional Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Additional Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK]

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

Somerset Community Development District

Secretary/Assistant Secretary

Chairman, Board of Supervisors

Rip’s Professional Lawn Care, Inc.

Witness

By:	  Its:	

2

Exhibit A: Proposal/Scope of Additional Services

3

4

5

FORM OF ADDITIONAL SERVICES ORDER

WORK AUTHORIZATION #25-18 FOR ADDITIONAL LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

THIS WORK AUTHORIZATION (the “Work Authorization”), dated September 19, 2025, authorizes certain work in accordance with that certain Landscape and Irrigation Maintenance Services Agreement (the “Agreement”), dated October 1, 2021, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and having offices at c/o Rizzetta & Company, Inc., 120 Richard Jackson Blvd., Suite 220, Panama City Beach, Florida 32407 (“District”); and

RIP’S PROFESSIONAL LAWN CARE, INC., a Florida corporation, with a mailing address of 511 North Highway 79, Panama City Beach, Florida 32413 (the “Contractor,” and collectively with the District, the “Parties”).

SECTION 1. SCOPE OF SERVICES. In addition to the Services described in the Agreement and any Exhibits and Amendments thereto, the Contractor will provide additional landscape and irrigation maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Additional Services”).

Section 2. Compensation.

It is understood and agreed that the payment of

compensation for the Additional Services under this Work Authorization shall be in the amount set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Additional Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Additional Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK]

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

Somerset Community Development District

Secretary/Assistant Secretary

Chairman, Board of Supervisors

Rip’s Professional Lawn Care, Inc.

Witness

By:	  Its:	

2

Exhibit A: Proposal/Scope of Additional Services

3

FORM OF ADDITIONAL SERVICES ORDER

WORK AUTHORIZATION #25-19 FOR ADDITIONAL LANDSCAPE AND IRRIGATION MAINTENANCE SERVICES

THIS WORK AUTHORIZATION (the “Work Authorization”), dated September 19, 2025, authorizes certain work in accordance with that certain Landscape and Irrigation Maintenance Services Agreement (the “Agreement”), dated October 1, 2021, by and between:

SOMERSET COMMUNITY DEVELOPMENT DISTRICT, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, being situated in Walton County, Florida, and having offices at c/o Rizzetta & Company, Inc., 120 Richard Jackson Blvd., Suite 220, Panama City Beach, Florida 32407 (“District”); and

RIP’S PROFESSIONAL LAWN CARE, INC., a Florida corporation, with a mailing address of 511 North Highway 79, Panama City Beach, Florida 32413 (the “Contractor,” and collectively with the District, the “Parties”).

SECTION 1. SCOPE OF SERVICES. In addition to the Services described in the Agreement and any Exhibits and Amendments thereto, the Contractor will provide additional landscape and irrigation maintenance services, as set forth in the attached Exhibit A, which is incorporated herein by reference, all in accordance with the terms of the Agreement (collectively, the “Additional Services”).

Section 2. Compensation.

It is understood and agreed that the payment of

compensation for the Additional Services under this Work Authorization shall be in the amount set forth in the attached Exhibit A, and in the manner set forth in the Agreement.

Section 3. Acceptance. Acceptance of this Work Authorization will authorize the Contractor to complete the Additional Services as outlined above and is indicated by the signature of the authorized representative of the District and the Contractor in the spaces provided below. Contractor shall commence the aforesaid Additional Services as provided herein and shall perform the same in accordance with the terms and conditions of the Agreement, which, except to the extent expressly altered or changed in this Work Authorization, remain in full force and effect.

[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK]

In witness whereof, the Parties hereto have caused this Work Authorization to be executed the day and year first above written.

Somerset Community Development District

Secretary/Assistant Secretary

Chairman, Board of Supervisors

Rip’s Professional Lawn Care, Inc.

Witness

By:	  Its:	

2

Exhibit A: Proposal/Scope of Additional Services

3

Tab 4

Somerset Community Development District

Kimberly L. O'Mera

Robert Stenhammer

Chairman

 Robert Stenhammer	

 	

Robert Stenhammer

Robert Stenhammer

Tab 5

Tab 6

Attention:

Robert Stenhammer

Via email:

Robert@alysbeach.com

Re:

LETTER OF AGREEMENT FOR ALYS BEACH
FLWAL_CALYSBEACH_L03402_11012025

Project
Address:

9581 E Co Hwy 30A- Alys Beach, FL 32461

Date:

August 17, 2025

I am pleased to submit for your review and signature the following Letter of Agreement
for your project.

By signing this agreement, you are confirming that you are legally authorized to enter
into a contract with Dune Doctors, LLC; furthermore, you confirm your authorization to sign financial obligations and to negotiate terms of this contract.

(Space left blank intentionally)

FLWAL_CALYSBEACH_L03402_11012025

Page 1 of 5

FLWAL_CALYSBEACH_L03402_11012025

Page 2 of 5

DELIVERABLE

SCOPE

COST

PHASE 4

DUNE MANAGEMENT
Annual Maintenance Program

$135,032.70

MAINTENANCE

Dune Doctors proposes to maintain the scrub zone and dune area seaward of the CCCL over the entire width of Alys Beach. (Restoration and Plant Installation to repair construction damage not included).

ON A MONTHLY BASIS:
Our team will survey the entire dune area and scrub zone and remove:
trash and debris,
invasive vines, and
weeds.

SCRUB ZONE:
The entire scrub zone, from the East to the West property lines, are to be trimmed during the winter, tentatively scheduled for December 2025.
The DEP-protected trees and shrubs present in the scrub zone shall be trimmed according to DEP regulations using ISA best practices: up to 20% of the canopy may be removed. Selected branches will be cut to encourage the lower branches’ horizontal growth. No more than 12” to 14” of height, depending on the species, shall be removed.

Implementing the trimming in the winter has the following benefits:
Lower physiological stress: Pruning during dormancy allows the tree to conserve energy and redirect resources toward wound compartmentalization before spring growth begins.
Reduced pest and disease pressure: Many pathogens and insect vectors are less active in cooler months, lowering the risk of infection.
Improved pruning outcomes: While foliage remains present, growth is slowed, allowing arborists to make more deliberate structural decisions without interfering with active shoot elongation and reducing the likelihood of epicormic sprouting at the pruning site.

- Pine straw shall be added from the CCCL seaward 15-20 feet.

$135,032.70

FLWAL_CALYSBEACH_L03402_11012025

Page 3 of 5

Total Project Cost: $135,032.70

SEAWARD SLOPE OF THE DUNE:
QUARTER ONE: November 2025 – January 2026
Pruning of dead flower stalks.
Removal of dead plant material.

QUARTER TWO: February 2026 – April 2026
Add flowers for beautification purposes throughout the dune.

QUARTER THREE: May 2026 – July 2026
One fertilization event of the whole dune.

QUARTER FOUR: August 2026 – October 2026
One fertilization event of the whole dune.
Add flowers for beautification purposes throughout the dune.

Total Cost of Your Project: $ 135,032.70
Please sign and return this document as soon as possible; as no project activity, including reservation of plants, may progress without a signed Letter of Agreement and the required down payment.
Dune Doctors, LLC is honored to be entrusted to complete your coastal erosion control project. Should you have questions or needs please feel free to contact us at (850) 939-7737; we will be more than happy to discuss your project. At Dune Doctors, we look forward to exceeding your expectations and adding you to our growing list of satisfied customers.

Dune Doctors, LLC

Frederique Beroset
Owner, MBA & MS Biology

DATE: August 17, 2024

SIGNATURE: 	
Authorized Property Agent/Owner

DATE: 	

PRINT NAME HERE: 	

FLWAL_CALYSBEACH_L03402_11012025

Page 4 of 5

TERMS

Due upon Completion of Quarter One Maintenance Visit:

$ 76,658.16

Due upon Completion of Quarter Two Maintenance Visit:

$ 19,458.17

Due upon Completion of Quarter Three Maintenance Visit:

$ 19,458.18

Due upon Completion of Quarter Four Maintenance Visit:

$ 19,458.19

Return this signed Letter of Agreement to:
Frederique@DuneDoctors.com

Required to schedule project

Make Checks Payable to:
Dune Doctors LLC 1501 North 9th Avenue
Pensacola, Florida 32503

Required to commence project

CONDITIONS

1. Dune Doctors, LLC guarantees that over 90% of our plants will be thriving at 90
days. Any Irrigation administered to our plants outside of the instruction provided by Dune Doctors, LLC will automatically void the guarantee. Irrigation stunts the development of the plants’ roots and accelerates erosion.

2. Dune Doctors, LLC does NOT warranty damage or destruction of work due to Act
of God or negligence outside of our control (examples include watering, foot traffic, storm damage and maintenance not performed by Dune Doctors, LLC, etc.)

3. All proposals are valid for 90 days.

4. Dune Doctors’ work does not guarantee the elimination of all storm-related
damage, but endeavors to be a natural insurance policy to mitigate storm-impact to your property and potential special assessment costs.

5. Dune Doctors only installs high-quality plants. Depending on when you sign our
contract, if we are replenishing our stock of plants, it may take up to 90 days for the developing plants to be ready for installation, potentially delaying the start of the project.

6. A placement location for dumpsters shall be provided on Alys Beach property.

FLWAL_CALYSBEACH_L03402_11012025

Page 5 of 5

Tab 7

	CONTRACT FOR PROFESSIONAL DISTRICT MANAGEMENT SERVICES	

DATE:

October 1, 2025

BETWEEN:

Rizzetta & Company, Inc.
3434 Colwell Avenue
Suite 200
Tampa, Florida 33614

(Hereinafter referred to as "District Manager")

AND:

Somerset Community Development District
3434 Colwell Avenue
Suite 200
Tampa, Florida 33614

(Hereinafter referred to as "District," and together with District Manager,
Parties

PURPOSE; SCOPE OF SERVICES:

I.

The purpose of this contract for professional district management services (hereinafter

Contract

District Manager to provide professional district

management services to the District pursuant to Chapter 190, Florida Statutes. Additionally, this Contract consolidates all services provided by District Manager including

continuing disclosure and technology services. A brief description of these services is provided below and a detailed description is provided in Exhibit A to this Contract. This Contract constitutes the entire understanding between the Parties and supersedes all prior Contracts, which are hereby terminated and of no further effect.

A. STANDARD ON-GOING SERVICES. The District Manager shall provide the following Standard On-Going Services to the District pursuant to this Contract:

i.

Management - services include the conducting of one (1) three (3) hour board meeting per month, one (1) budget workshop per year, overall administration of District functions, and all required state and local filings, preparation of annual budget, purchasing and risk management;

ii.

Administrative - services include support for the District Management function, recording and preparation of meeting minutes, records retention and maintenance in accordance with Chapter 119, Florida Statutes, and
preparation and delivery of
agenda;

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CONTRACT FOR PROFESSIONAL DISTRICT MANAGMENTSERVICES SOMERSET COMMUNITY DEVELOPMENT DISTRICT

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iii.

Accounting - services include the preparation and delivery of the D financial statements in accordance with Governmental Accounting Standards, accounts payable and accounts receivable functions, asset tracking,	investment	tracking,	capital	program	administration	and requisition processing, filing of annual reports required by the State of Florida and monitoring of trust account activity. District Manager shall be

signatory authority.

iv.

Financial & Revenue Collection - services include all functions necessary for the timely billing, collection and reporting of District assessments in

operations and maintenance obligations. These services include, but are not limited to, assessment roll preparation and certification, direct billings and funding request processing as well as responding to property owner questions regarding District assessments.

v.

Continuing Disclosure

Agreements	and	compliance	with	the	Securities	and	Exchange
-12(b)(5) for all series of bonds requiring such
services.

vi.

Website Management	services associated with managing the content of

B. TIME FRAME. The Standard On-Going Services shall be provided on a monthly basis as detailed in this Contract.

II.

ADDITIONAL SERVICES. In addition to the Standard On-Going Services described above, or in any addendum executed between the Parties, the District may, from time to time, require additional services from the District Manager. Any services not specifically provided for in the scope of services above, or necessary to carry out the services as described herein, as well as any changes in the scope requested by the District, shall be considered additional services. Such additional services may include, but are not limited to:

Meetings: Extended meetings (beyond three (3) hours in length), continued meetings, special/additional meetings (not including annual budget workshop); Financial Reports: Modifications and certifications to special assessment allocation report; true-up analysis;
Bond Issuance Services: preparation of the special assessment allocation report, testimony at the required bond validation court hearing, certifications, closing documents and statutorily required mailings
Electronic communications/e-blasts; Special requests;
Amendment to District boundary; Grant Applications;

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3

Escrow Agent;
Continuing Disclosure/Representative/Agent;
Community Mailings, e.g. memos, notifications of rules changes, operations and maintenance assessment notices, etc.;
Public Records Requests adopted Rules of Procedure.

If any additional services are required or requested, the District Manager shall provide a detailed description of these services and fees for such services to the District for approval prior to beginning any additional services. The District Manager shall undertake the additional services after the District has issued its written approval, as evidenced by a vote of the Board of Supervisors, of the description and fees for such services to the District Manager.

III.

LITIGATION SUPPORT SERVICES.

District Manager

shall prepare documentation in response to litigation requests and provide necessary

expert testimony in connection with litigation involving the subject matter of this Contract. If the District requires or requests any litigation support services, the District Manager shall provide a detailed description of the services and fees for such services to the District for approval prior to beginning any litigation support services. The District Manager shall undertake the litigation support services after the District has issued its written approval of the description and fees for such services to the District Manager.

IV.

ADDITIONAL SERVICES PROVIDED TO THIRD PARTIES. These are services
requested by third parties such as homeowners, realtors, investors or members of the

media.

Such services may include, but are not limited to, estoppel letters, bond

prepayment processing, and litigation support. The third party requesting such services shall be responsible for the payment of any fees charged by District Manager for providing

those services

.

V.

TERM. The District Manager October 1, 2025. This Contract

on shall automatically renew annually unless terminated

pursuant to its terms. The District Manager acknowledges that the prices of this Contract are firm and that the District Manager

consent as evidenced by a vote of the Board of Supervisors. All prior agreements between the parties with respect to the subject matter of this Contract are terminated upon the execution of this Contract.

VI.

FEES AND EXPENSES; PAYMENT TERMS.

A. FEES AND EXPENSES.

i. A schedule of fees for the services described in Sections I, II, III, and IV of this Contract is shown in Exhibit B to this Contract, which is attached hereto and incorporated herein. The District shall pay the District Manager for the services provided under the terms of this Contract in accordance with the schedule of fees in Exhibit B. For purposes of the District Manager
the District shall compensate the District Manager only for those services

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provided under the terms of this Contract. Unless otherwise

specified by

this Contract, the District Manager shall invoice the District for the District

Manager

e in advance of each

month and in the amounts set forth in Exhibit B. The fees for those services

which are not being requested at the time this Contract is approved shall be provided to the District at such time as those services are required and requested by vote of the Board of Supervisors. Payment for those services shall be made by the District within forty-five (45) days of receipt of a correctly submitted invoice. District shall establish and properly fund an account with such federally-insured bank to be designated for ACH

amounts owed to District Manager under this Contract.

ii.

Fees for the Standard On-Going Services described in this Contract may be negotiated annually by the Parties. Any amendment to Standard On- Going Services fees must comply with the amendment procedure in this Contract and must be reflected in the adopted General Fund Budget of the District.

Contract terms.

iii.

In the event the District authorizes a change in the scope of services requested, District Manager shall submit, in writing to the District, a request for a fee amendment corresponding to the change in services being requested, if it has not already done so. Any change in the scope of requested services and the corresponding fee amendment shall comply with the amendment procedure in this Contract. Such amendment must be validly executed by the Parties before District Manager is authorized to begin providing services pursuant to the change in scope and the revised fees are adopted.

iv.

For the purposes of this Contract, an out-of-pocket expense is an unexpected expense that the District Manager or one of its subcontractors, if applicable, incurs during the performance of the Standard On-Going Services, as provided in this Contract. Such out-of-pocket expenses are included in the fees shown in Exhibit B. Out-of-pocket expenses incurred in connection with the performance of Additional Services and Litigation Support Services shall be subject to reimbursement at cost. These

expenses

include

but

are

not	limited

to,	airfare,	mileage,

transportation/parking, lodging, postage, and copies.

B. PAYMENT TERMS.

i. Standard On-Going Services. Standard-On Going Services shall be billed monthly as a fixed fee pursuant to the schedule shown in Exhibit B.

ii. Additional Services. Additional Services shall either be billed monthly at

the District Manager

hourly rate or per occurrence both as

authorized by the District and negotiated by the Parties.

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iii. Litigation Support Services. Litigation Support Services shall be billed monthly on an hourly basis for the hours incurred at the District Manager proposed hourly rate, as authorized by the District and negotiated by the Parties.

iv. Out-of-Pocket expenses. Out-of-Pocket expenses not included under the Standard-On Going Services of the District Manager shall be billed monthly as incurred.
All invoices shall be due and payable forty-five (45) days from the date of invoice pursuant to the Prompt Payment Act, Chapter 218.70 Florida Statutes.

VII.

SUSPENSION OF SERVICES FOR NON-PAYMENT. Unless nonpayment is the fault of the District Manager, the District Manager shall have the right to suspend services being provided as outlined in this Contract if the District fails to pay District Manager
in a timely manner, which shall be construed as forty-five (45) days from date of the invoice or as otherwise provided by the Prompt Payment Act, Section 218.70 Florida Statutes. District Manager shall notify the District, in writing, at least ten (10) days prior to suspending services.

VIII.

NON-CONTINGENCY. The payment of fees and expenses, as outlined in this Contract, are not contingent upon any circumstance not specifically outlined in this Contract.

IX.

AMENDMENT. Amendments to, and waivers of, the provisions contained in this Contract may be made only by an instrument in writing that is executed by both the District and the District Manager.

X.

RESPONSIBILITIES.

A.

DISTRICT RESPONSIBILITIES. The District shall provide for the timely services of its legal counsel, engineer, and any other consultants, contractors, or employees, as required, for the District Manager to perform the duties outlined in this Contract. Expenses incurred in providing this support shall be the sole responsibility of the District unless specified herein.

B.

LIMITATIONS OF RESPONSIBILITIES. To the extent not referenced herein, and to the extent consistent with Chapter 190.006, District Manager shall not be responsible for the acts or omissions of any other contractor or any of its subcontractors, suppliers, or of any other individual or entity performing services as part of this Contract which are not under the control of the District Manager. District Manager shall not be liable for any damage that occurs from Acts of God, which are defined as those caused by windstorm, hail, fire, flood, hurricane, freezing, or other similar occurrences of nature.

XI.

TERMINATION. This Contract may be terminated as follows:

A. By the District for "good cause" immediately which shall include misfeasance, malfeasance, nonfeasance, or dereliction of duties by the District Manager.
District Manager

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6

electronically at the address noted herein.

B.

By the District Manager

immediately which shall include, but is not

limited to, failure of the District to timely pay District Manager for services rendered in accordance with the terms set forth in this Contract, malfeasance, nonfeasance, or dereliction of duties by the District, or upon request or demand by the Board, or any member thereof, for District Manager to undertake any action or implement a policy of

the Board which District Manager deems unethical, unlawful, or in contradiction of any applicable federal, state,
be effected by written notice to District electronically at the address noted herein.

C.

By the District Manager or District, for any reason, upon provision of a minimum of sixty (60) days written (electronic) notice of termination to the address noted herein.

D.

Upon any termination, District Manager shall be entitled to the total amount of compensation pursuant to the terms of this Contract, through the termination date, but subject to any off-sets that the District may have for services not performed or not performed in accordance with the Contract. District Manager shall make all reasonable effort to provide for an orderly transfer of the books and records of the District to the District or its designee.

XII.

GENERAL TERMS AND CONDITIONS.

A.

All invoices are due and payable within forty-five (45) days of a correctly submitted invoice, or as otherwise provided by the Florida Prompt Payment Act, Section 218.70. Florida Statutes. Invoices not paid within forty-five (45) days of presentation shall be charged interest on the balance due at the maximum legally permissible rate.

B.

In the event either party is required to take any action to enforce this Contract, the
, including fees and costs incurred in determining entitlement to and reasonableness of such fees and costs.

C.

This Contract shall be interpreted in accordance with and shall be governed by the laws of the State of Florida. Venue for all proceedings shall be in Walton County, Florida.

D.

In the event that any provision of this Contract shall be determined to be unenforceable or invalid by a Court of Law, such unenforceability or invalidity shall not affect the remaining provisions of the Contract which shall remain in full force and effect.

E.

The rights and obligations of the District as defined by this Contract shall inure to the benefit of and shall be binding upon the successors and assigns of the District. There shall be no assignment of this Contract by the District Manager.

F.

The District Manager and its officers, supervisors, staff, and employees shall use due care to protect the property of the District, its residents, and landowners from damage. The District Manager agrees to take steps to repair any damage resulting from the District Manager
twenty-four hours (24) hours.

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G. Dissolution or court declared invalidity of the District shall not relieve the District of compensation due for services theretofore rendered.

XIII.

INDEMNIFICATION.

A.

DISTRICT INDEMNIFICATION. To the extent the District Manager or its

the terms, conditions and requirements of this Agreement, and as may be allowable under applicable law (and without waiving the limitations of liability set forth in Section 768.28, Florida Statutes), the District agrees to indemnify, defend, and hold harmless the District Manager, its employees, officers, or agents from and against any and all liability, claims, actions, suits, demands, assessments or judgments asserted and any and all losses, liabilities, damages, costs, court costs, and expenses, including attorney's fees, that District Manager its employees, officers, or agents, may hereafter incur, become responsible for, or be caused to pay out arising out of or relating to the negligent, reckless, and/or intentionally wrongful acts or omissions of the District, except to the extent caused by, in whole or in part, the negligence or recklessness and/or willful misconduct of the District Manager. The indemnification provided for herein shall not be deemed exclusive of any other rights to which the District Manager may be entitled and shall continue after the District Manager has ceased to be engaged under this Contract.

DISTRICT MANAGER INDEMNIFICATION. The District Manager agrees to indemnify, defend, and hold harmless the District and its officers, supervisors, staff, and employees from and against any and all liability, claims, actions, suits, demands, assessments or judgments asserted and any and all losses, liabilities, damages, costs, court costs, and expenses, including attorney's fees, that the District may hereafter incur, become responsible for, or be caused to pay arising out of or relating to the failure to perform under this Agreement or at law, or negligent, reckless, and/or intentionally wrongful acts or omissions of the District Manager. The indemnification provided for herein shall not be deemed exclusive of any other rights to which the District may be entitled and shall continue after the District Manager has ceased to be engaged under this Contract.

The terms of this Section shall survive the termination of this Contract.

B.

SOVEREIGN IMMUNITY; INDEMNIFICATION OBLIGATIONS. Nothing herein
shall be construed to waive or
liability as provided in Section 768.28, Florida Statutes, or other applicable law. Indemnification obligations under this Contract shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees, and paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

XIV.

WAIVER OF DAMAGES. The District Manager, its employees, officers, or agents, shall not be liable for any acts or omissions of any previous manager(s) of the District. Additionally, the District Manager, its employees, officers or agents, shall not be liable, responsible, or accountable in damages or otherwise to the District for any acts performed by the District Manager, its employees, officers or agents, in good faith and within the

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scope of this Agreement. Further, the District Manager, its employees, officers, or agents, shall not be liable to the District or otherwise for any loss or damage resulting from the loss or impairment of funds that have been deposited into a bank account owned by the District or otherwise titled in the name of the District (collectiv
due to the failure, insolvency or suspension of a financial institution, or any loss or impairment of funds due to the invalidity of any draft, check, document or other negotiable instrument payable to the District which is delivered to the District Manager and deposited into any of the District Bank Accounts. The terms of this Section shall survive the termination of this Contract.

XV.

INSURANCE.

A.

The District shall provide and maintain Public Official Liability and General Liability insurance policies, each in an amount not less than One Million Dollars ($1,000,000.00) throughout the term of this Contract.

B.

The District Manager shall provide and maintain the following levels of insurance coverage at all times throughout the term of this Contract:

i.

Insurance in accordance with the laws of the

State of Florida.

ii.

General Liability Insurance with the limit of One Million Dollars ($1,000,000.00) per each occurrence.

iii.

Professional Liability Insurance with limit of no less than One Million Dollars ($1,000,000.00) per each occurrence.

iv.

Employment Practices Liability Insurance with limit of Two Million Dollars ($2,000,000.00) per each occurrence.

v.

Comprehensive Automobile Liability Insurance for all vehicles used by the District Manager
limit of One Million Dollars ($1,000,000.00).

C.

policies, the District and its officers, supervisors, staff, and employees shall be listed as additional insureds on each insurance policy described above. None of the policies above may be canceled during the term of this Contract (or otherwise cause the District to not be named as an additional insured where applicable) without thirty (30) days written notice to the District. District Manager shall furnish the District with a Certificate of Insurance evidencing compliance with this section upon request. Insurance should be from a reputable insurance carrier, licensed to conduct business in the State of Florida.

D.

The District agrees to list the District Manager as an additional insured party on its General Liability and Automobile Liability insurance policies to the extent the District Manager or
employees, officers or agents pursuant to the terms, conditions and requirements of this Agreement, and
insurance provider shall issue an endorsement in substantially the form attached hereto as Exhibit E.	The limits of coverage for additional insured parties pursuant to such

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endorsement shall not exceed the monetary limitations of liability provided in Section 768.28, Florida Statutes.

E.

If the District Manager fails to secure or maintain the required insurance, the District has the right (without any obligation to do so) to secure such required insurance, in which event the District Manager shall pay the cost for that required insurance and shall furnish,

obtaining the required insurance.

XVI.

ASSIGNMENT. Except as provided in this section, neither the District nor the District Manager may assign this Contract or any monies to become due hereunder without the prior written approval of the other. Any assignment attempted to be made by the District Manager or the District without the prior written approval of the other party is void.

XVII.

COMPLIANCE WITH PUBLIC RECORDS LAWS. District Manager understands and agrees that all documents of any kind provided to the District in connection with this Contract may be public records, and, accordingly, District Manager agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. District Manager acknowledges that District Manager is

Custod

District

Manager shall 1) keep and maintain public records required by the District to perform the

service; 2) 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

in accordance with Exhibit A, which Rules of Procedure shall control; 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 the District Manager does not transfer the records to the new Public Records Custodian of the District; 4) follow the Records Request Policy attached hereto as Exhibit D; and 5) upon completion of the Contract, transfer to the District, at no cost, all public records in District Manager
keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the District Manager, the District Manager 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 THE DISTRICT MANAGER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE DISTRICT MANAGER
RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (813) 514-0400, OR BY EMAIL AT INFO@RIZZETTA.COM, OR BY REGULAR MAIL AT 3434 COLWELL AVENUE, SUITE 200, TAMPA, FLORIDA 33614.

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XVIII.

NOTICES. All notices, requests, consents and other communications under this Contract

Notices

electronic or in writing and delivered, mailed by First Class Mail,

postage prepaid, or overnight delivery service, to the parties, as follows:

If to the District:

Somerset Community Development District
3434 Colwell Avenue, Suite 200
Tampa, FL 33614

With a copy to:

Kutak Rock LLP
107 W. College Avenue Tallahassee, FL 32301 Attn: District Counsel

If to the District Manager:

Rizzetta & Company, Inc.
3434 Colwell Avenue, Suite 200
Tampa, FL 33614

Except as otherwise provided in this Contract, any Notice shall be deemed received only upon actual delivery at the address set forth above or delivered electronically with return receipt. 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 Contract 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 the District Manager may deliver Notice on behalf of the District and the District Manager, respectively. 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.

XIX.

EFFECTIVE DATE. This Contract shall become effective on October 1, 2025 and shall remain effective until terminated by either the District or the District Manager in accordance with the provisions of this Contract.

XX.

HEADINGS FOR CONVENIENCE ONLY. The descriptive headings in this Contract are for convenience only and shall neither control nor affect the meaning or construction of any of the provisions of this Contract.

XXI.

AGREEMENT; CONFLICTS. This instrument, together with accompanying Exhibits A, B, C and D, shall constitute the final and complete expression of this Contract between the District and the District Manager relating to the subject matter of this Contract. To the extent of any conflict between this instrument and Exhibits A, B, C, and D, this instrument shall control.

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XXII.

DEFAULT AND PROTECTION AGAINST THIRD PARTY INTERFERENCE. A default by
either the District or the District Manager under this Contract 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 Contract against any interfering third party.

Nothing contained in this Contract
from interference by a third party to this Contract.

right to protect its rights

XXIII.

THIRD PARTY BENEFICIARIES. This Contract is solely for the benefit of the District and the District Manager 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 Contract. Nothing in this Contract, express or implied, is intended or shall be construed to confer upon any person or corporation other than the District and the District Manager any right, remedy, or claim under or by reason of this Contract or any of the provisions or conditions of this Contract; and all of the provisions, representations, covenants, and conditions contained in this Contract shall inure to the sole benefit of and shall be binding upon the District and the District Manager and their respective representatives, successors, and assigns.

XXIV.

COMPLIANCE WITH GOVERNMENTAL REGULATION. The District Manager shall keep, observe, and perform all requirements of applicable local, State, and Federal laws, rules, regulations, and ordinances in performing the services under this Contract. If the District Manager fails to 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 a local, State, or Federal governmental body or agency or subdivision thereof with respect to the services being rendered under this Contract or any action of the District Manager or any of its agents, servants, employees, or materialmen, or with respect to terms, wages, hours, conditions of employment, safety appliances, or any other requirements applicable to provision of services, or fails to comply with any requirement of such agency within five (5) days after receipt of any such notice, order, request to comply notice, or report of a violation of an alleged violation, the District may terminate this Contract, such termination to be effective immediately upon the giving of notice of termination.

XXV.

This Contract has been negotiated fully between the

District and the District

Manager

District Manager participated fully in the preparation of this Contract with the assistance of their respective counsel. In the case of a dispute concerning the interpretation of any provision of this Contract, the Parties are deemed to have drafted, chosen, and selected the language, and any doubtful language shall not be interpreted or construed against any party.

XXVI.

COUNTERPARTS. This Contract 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.

XXVII.

E-VERIFICATION. Pursuant to Section 448.095(2), Florida Statutes,
A. Contractor represents that Contractor is eligible to contract with the District and is currently in compliance and shall remain in compliance, for as long as it has any obligations under this Agreement, with all requirements of the above statute; this includes, but is not limited to, registering with and using the United States

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-Verify system to verify the work authorization status of all employees hired on or after January 1, 2021.
If the District has a good faith belief that the Contractor has knowingly violated Section 448.09(1), Florida Statutes, the District shall terminate this Agreement as required by Section 448.095(2)(c), Florida Statutes. If the District has a good faith belief that a subcontractor knowingly violated Section 448.09(1), Florida Statutes, but the Contractor otherwise complied with its obligations thereunder, the District shall promptly notify the Contractor and the Contractor shall immediately terminate its contract with the subcontractor.
If this Agreement is terminated in accordance with this section, then the Contractor shall be liable for any additional costs incurred by the District.

B.

C.

XXVIII. SAFE AND HEALTHY WORK ENVIRONMENT. District agrees to provide a safe and healthy work environment for all employees provided by the District Manager. If the District Manager, in the exercise of its reasonable discretion, determines that there are conditions within the District which pose a hazard to the safety and/or health of its employees, including but not limited to, harassment, threats of harm or cyber bullying by residents, guests and invitees, the District Manager shall have the ability, notwithstanding anything to the contrary contained in this Contract, to prohibit its employees from going to the areas managed by the District to provide services or remove on-site employees upon written notice to the District. During the period of time that employees have been removed, District Manager shall have no responsibility for performance of services under this Contract that would be performed by on- site employees or by employees prohibited from going to the areas managed by the District. Further, District Manager shall not be liable to the District or residents, guests and invitees for any injury, losses, costs, penalties, fines, fees, suits, demands, causes of action, judgments, obligations, claims or expenses incurred, sustained, arising out of and/or related to the District Manager

Contract during the period of time when the District Manager

-site employees have been

removed or other employees have been prohibited from going to areas managed by the District.

XXVIV.

FORCE MAJEURE.	The Parties hereto shall be excused from the obligation to perform

due to any delay, or stoppage due to strikes, lockouts, labor disputes, labor shortages, acts of war, terrorism, terrorist activities, pandemic, epidemic, banking or financial institution closures, inability to obtain services from third parties, governmental actions, civil commotions, fire, flood, hurricane, earthquake, or other casualty, and other causes beyond the reasonable
Force Majeure
to amounts to be paid by the District for services actually provided by District Manager pursuant to this Contract during a Force Majeure. Notwithstanding anything to the contrary contained in this Contract, a Force Majeure shall excuse the performance of such party for a period equal to any such prevention, delay or stoppage and, therefore, if this Contract specifies a time period for performance of an obligation of either party (other than payment to the District Manager by District for services actually provided during a Force Majeure unless there is an event causing banking or financial institution closures), that time period shall be extended by
egoing
shall not be interpreted as extending the term or renewal term of this Contract.

XXVV.

DISLCOSURE. Rizzetta & Company, Inc. is an affiliate of FirstService Residential Florida, Inc.

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Therefore, the District Manager and the District each intend to enter this Contract, understand the terms set forth herein, and hereby agree to those terms.

ACCEPTED BY:

Rizzetta & Company, Inc.

BY:

PRINTED NAME:

 William J. Rizzetta	

TITLE:

 President	

DATE:

 	

Somerset Community Development District

BY:

 	

PRINTED NAME:

 	

TITLE:

 Chairman/Vice Chairman	

DATE:

 	

Exhibit A Exhibit B Exhibit C Exhibit D Exhibit E

Scope of Services Schedule of Fees
Municipal Advisor Disclaimer Public Records Request Policy Human Trafficking Affidavit

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EXHIBIT A
Scope of Services

STANDARD ON-GOING SERVICES: These services shall be provided on a recurring basis and are commonly referred to as the basic services necessary for the normal and routine functioning of the District.

MANAGEMENT:

A.

Attend and conduct all regularly scheduled and special Board of Supervisors meetings,

location and all other necessary logistics for such meetings, hearings, etc.
Ensure compliance with all statutes affecting the district which include but are not limited to:

B.

1.

Certify Special District Update Form, submitted to the Special District Information Program, Department of Economic Opportunity each year.
Assign and provide Records Management Liaison Officer for reporting to the Department of Library and Archives
Provide contact person for the State Commission of Ethics for Financial Disclosure coordination
Provide Form 1 Financial Disclosure documents for Board Members
Provide Form 1F Financial Disclosure documents for Resigning Board Members.
Monitor and supply Form 3A, Interest in Competitive Bid for Public Business as needed
Monitor and provide Form 8B, Memorandum of Voting Conflict for the Board.
Monitor and provide update on Creation Documents, including Notice of Establishment, to Department of Economic Opportunity and the County.
Maintain and file Disclosure of Public Financing and file with Department of Economic Opportunity and each residential developer.
Provide for a proposed budget for Board approval on or by June 15 of each fiscal year.
Provide copy of approved proposed budget to the County a minimum of 60 days prior to the public hearing on the budget.

2.

3.

4.
5.
6.

7.
8.

9.

10.
11.

a.

Provide written notice to owners of public hearing on the budget and its related assessments.

12.

Provide copy of the initial Public Facilities report to the County to be submitted within

13.

Provide copy of an annual notice of any changes to the Public Facilities report to the County if changes are made.
Provide copy of the seven (7) year Public Facilities report update, based on reporting period assigned to the County it is located in.

14.

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15.

File name and location of the Registered Agent and Office location annually with Department of Economic Opportunity and the County.
Provide for submitting the regular meeting schedule of the Board to County.

16.
17.

the Department of Economic Opportunity and the County
Provide legal description and boundary map as provided by District Engineer to the Supervisor of Elections
File request letter to the Supervisor of Election of the County for number of registered voters as of April 15, each year.
Provide for public records announcement and file document of registered voter data each June.
Update Board Member names, positions and contact information to the State Commission on Ethics annually.
Certify and file the Form DR 421, Truth in Millage Document with the Department of Revenue each tax year.
Properly notice all public meetings, in accordance with the appropriate Florida Statutes, including but not limited to, public hearings on assessments, the budget, establishment of rates, fees, or charges, rulemaking, uniform method of collection, and all other required notices of meetings, hearings and workshops.

18.

19.

20.

21.

22.

23.

a.

Provide for the appropriate ad templates and language for each of the above.

24.
25.
26.

Provide for instruction to Landowners on the Election Process and forms, etc. Respond to Bond Holders Requests for Information.
Implement the policies established by the Board in connection with the operations of the District.

C.
D.

Assist in the negotiation of contracts, as directed by the Board of Supervisors.
Advise the Board on the status of negotiations as well as contract provisions and their impacts on the District and provide contract administration services.
Make recommendations on contract approval, rejection, amendment, renewal, and cancellation. In advance of expiration of contracts, advise the Board as to need for renewal or additional procurement activities and implement same.
Monitor certificates of insurance as needed per contracts.
Answer Project Status Inquiries from Contractors Bonding Companies.
Provide an office location to handle and respond to written, phone or e-mail inquiries from the public.

E.

F.
G.
H.

COORDINATOR:

Provide professional support and assistance to district manager.
Coordinate, create and update operational and meeting calendars for management, board and associated committees.

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3.
4.
5.
6.
7.
8.
9.

Assist the district manager with obtaining estimates for items requested by the board.

Preparation of monthly board meeting agendas. Preparation of meeting minutes.
Response to emergencies as needed.
Preparation and submittal for distribution of notices for residents.
Assist with the preparation of legal advertisements, submission of advertisements, act as the point of contact with newspaper vendor.

10. Maintain district files. 11.

Attendance at board meetings, as assigned.
Consistently check emails for district manager matters, vendor proposals, etc. Keep clear and open communication with team members at all times.
As directed by district manager, engage with and assist board members and vendors.
Keep abreast of company and district policies.
Ad-hoc duties include, but are not limited to, scanning, copying, mailing, filing, storing, assisting administrative assistant when needed, etc.
Other job-related duties as assigned.

ADMINISTRATIVE:

A.

Prepare agendas for transmittal to Board of Supervisors and staff seven (7) days prior to

.,

as needed.

B.
C.

Implement and maintain a document management system to create and save documents, and provide for the archiving of District documents.

1.

Certify and file annual report to the Department of State, Library and Archive Division, for storage and disposal of public records.

D.

Protect integrity of all public records in accordance with the requirements of State law. Respond to public records requests as required by law and in compliance with the Rules of
.

E.

minutes, agreements, resolutions and other records required by law.

ACCOUNTING:
A. Financial Statements

1.

Establish Fund Accounting System in accordance with federal and state law, as well as GASB and the Rules of the Auditor General. This includes the following:

a)
b)
c)

Chart of Accounts
Vendor and Customer Master File Report creation and set-up.

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2.

Prepare monthly balance sheet, income statement(s) with budget to actual variances, including the following:

a)
b)
c)

Cash Investment Account Reconciliations per fund Balance Sheet Reconciliations per fund
Expense Variance Analysis

3.

of Insurance and Treasury.

4.

needed. Manage b
Prepare all other financial reports as required by applicable law and accounting standards, and bond trust indenture requirements.
Account for assets constructed by or donated to the District for maintenance.
On or before October 1st of every year prepare an annual inventory of all District owned tangible personal property and equipment in accordance with all applicable rules and standards.
Provide Audit support to auditors for the required Annual Audit, as follows:

5.
6.

7.
8.

9.

a)
b)
c)

Review statutory and bond indenture requirements
Prepare Audit Confirmation Letters for independent verification of activities.
Prepare all supporting accounting reports and documents as requested by the auditors
Respond to auditor questions Review and edit draft report
Prepare year-end adjusting journal entries as required

d)
e)
f)

10.

the State.
Provide and file Annual Financial Statements (FS. 218 report) by June 30th of each year.

11.

B.

Budgeting

1.

Prepare budget and backup material for and present the budget at all budget meetings, hearings and workshops. The budget is to be done in accordance with state law standards, and consistent with applicable GFOA and GASB standards. Budget preparation shall include calculation of operation and maintenance assessments, which may include development of benefit methodology for those assessments.
File all required documentation to the Department of Revenue, Auditor General, the County, and other governmental agencies with jurisdiction.
Prepare and cause to be published notices of all budget hearings and workshops.

2.

3.

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4.

Prepare all budget amendments on an ongoing basis. Assist in process to retain an auditor and cooperate and assist in the performance of the audit by the independent auditor.

C.

Accounts Payable/Receivable

1.

Administer the processing, review and approval, and payment of all invoices and purchase orders. Ensure timely payment of vendor invoices and purchase orders.

a)

Manage Vendor Information per W-9 reports

2.

Prepare monthly Vendor Payment Report and Invoicing Support for presentation to the Board of Supervisors for approval or ratification.
Maintain checking accounts with qualified public depository including:

3.

a)

Reconciliation to reported bank statements for all accounts and funds.

4.

Prepare year-end 1099 Forms for Vendor payments as applicable.

a)

File reports with IRS.

D.

Capital Program Administration

1.
2.

Maintain proper capital fund and project fund accounting procedures and records.
Process Construction requisitions including:

a)
b)
c)
d)

Vendor Contract completion status Verify Change Orders for materials Check for duplicate submittals
Verify allowable expenses per Bond Indenture Agreements such as:
Contract Assignment
Acquisition Agreement
Project Construction and Completion Agreement

3.

Oversee and implement bond issue related compliance, i.e., coordination of annual arbitrage report, transmittal of annual audit and budget to the trustee, transmittal of annual audit and other information to dissemination agent (if other than manager) or directly to bond holders as required by Continuing Disclosure Agreements, annual/quarterly disclosure reporting, update etc.
Provide Asset Tracking for improvements to be transferred and their value for removal

4.

government.
Provide for appropriate bid and or proposal/qualification processes for Capital Project Construction.

5.

E.

Purchasing

1.

Assist in selection of vendors as needed for services, goods, supplies, materials. Obtain pricing proposals as needed and in accordance with District rules and state law.
Prepare RFPs for Administrative Services as needed, such as audit services, legal services, and engineering services.

2.

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3.

Prepare and process requisitions for capital expenses, in coordination with District Engineer.

F. Risk Management

1.
2.

Prepare and follow risk management policies and procedures.
Recommend and advise the Board, in consultation with the District Engineer of the appropriate amount and type of insurance and be responsible for procuring all necessary insurance.
Process and assist in the investigation of insurance claims, in coordination with Counsel of the District.
Review insurance policies and coverage amounts of District vendors.
Provide for an update to the Schedule of Values of Assets owned by the District for purposes of procuring adequate coverage.
Maintain and monitor Certificates of Insurance for all service and contract vendors.

3.

4.
5.

6.

FINANCIAL AND REVENUE COLLECTION:

A.

Administer Prepayment Collection:

1.

Provide payoff information and pre-payment amounts as requested by property owners.
Monitor, collect and maintain records of prepayment of assessments.
Coordinate with Trustee to confirm semi-annual interest payments and bond call amounts.
Prepare periodic continuing disclosure reports to investment bankers, bond holder and reporting agencies.

2.
3.

4.

B.

Administer Assessment Roll Process:

1.

Prepare annual assessment roll for collection of debt service and operations and maintenance assessments.
Update roll to reflect per unit and per parcel assessments based on adopted fiscal year budgets.
Verify assessments on platted lots, commercial properties or other assessable lands.
Convert final assessment roll to County Property Appraiser or Tax Collector format and remit to county.
Execute and issue Certificate of Non-Ad Valorem Assessments to County.

2.

3.
4.

5.

C.

Administer Assessments for Off Tax Roll parcels/lots:

1.
2.

Maintain and update current list of owners of property not assessed via the tax roll.
Prepare and issue direct invoices for the annual debt service and operations and maintenance assessments.
Monitor collection of direct invoices and prepare and send delinquent/collection notices as necessary.

3.

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D. True-Up Analysis:
Annually compare current and un-platted lots to original development plan to ensure adequate collection of assessment revenue as necessary.
Prepare true-up calculations and invoice property owners for true-up payments as necessary.

WEBSITE MANAGEMENT:

A.

Website Management:

1.

Consultant shall manage the content of the website in compliance with Chapter 189.069, Florida Statutes. Consultant shall maintain the domain for the District. Consultant shall provide the website maintenance provider with documents and updated content as required in accordance with Chapter 189.0069 Florida Statutes.

Required Website Content: Pursuant to section 189.016 & 189.069, Florida Statutes, special district web sites are required to include and make available the following information or documents, which requirements may be changed from time to time.
Changes to the requirements may be subject to additional fees:

a.
b.
c.

The full legal name of the special district. The public purpose of the special district.
The name, official address, official e-mail address, and, if applicable, term and appointing authority for each member of the governing body of the special district. The fiscal year of the special district.

d.
e.

entity, and the statute or statutes under which the special district operates, if different from the statute or statutes under which the special district was established.
Community development districts may reference chapter 190 as the uniform charter but must include information relating to any grant of special powers.
The mailing address, e-mail address, telephone number, and website uniform resource locator of the special district.
A description of the boundaries or service area of, and the services provided by, the special district.
A listing of all taxes, fees, assessments, or charges imposed and collected by the special district, including the rates or amounts for the fiscal year and the statutory authority for the levy of the tax, fee, assessment, or charge. For purposes of this subparagraph, charges do not include patient charges by a hospital or other health care provider.
The primary contact information for the special district for purposes of communication from the department.
A code of ethics adopted by the special district, if applicable, and a hyperlink to generally applicable ethics provisions.
The budget of the special district and any amendments thereto in accordance with s. 189.016.
Tentative budgets shall be posted at least two (2) days before the budget hearing and remain on District website for forty-five (45) days.

f.

g.

h.

i.

j.

k.

l.

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m.

Final adopted budgets shall be posted within thirty (30) days after adoption and remain on District website for two (2) years.
Budget amendments shall be posted within five (5) days after adoption and remain on District website for two (2) years.
The final, complete audit report for the most recent completed fiscal year and audit reports required by law or authorized by the governing body of the special district or a

n.

o.

website.

p.

189.015(1).

q.

218.32(1)(g).
At least seven (7) days before each meeting or workshop, the agenda of the event, The information must remain on the website for at least one (1) year after the event.

r.

ADDITIONAL SERVICES:

A.

Meetings

1.

Extended meetings (beyond three (3) hours in length); continued meetings, special/additional meetings (not including annual budget workshop);

B.

Financial Reports
1. Modifications and Certification of Special Assessment Allocation Report;

2.  True-Up Analysis;

a)

Should certain modifications be made to a Special Assessment Allocation Report

a review of the current platted and un-platted lots compared to the original development plan maybe be required to ensure adequate collection of assessment revenue.
Should it be required prepare true-up calculations and invoice property owners for true-up payments as necessary;

b)

C.

Bond Issuance Services
1. Special Assessment Allocation Report;

a)

Prepare benefit analysis based on infrastructure to be funded with bond proceeds.
Prepare Preliminary Special Assessment Allocation Report and present to District board and staff.
Present Final Special Assessment Allocation Report to board and staff at noticed public hearing levying special assessments

b)

c)

2.  Bond Validation;

a) Coordinate the preparation of a Bond Validation Report which states

-to-

to be issued by the District and present to board as

part of the Bond Resolution.

b) Provide expert testimony at bond validation hearing in circuit court.

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3. Certifications and Closing Documents;

a) Prepare or provide signatures on all closing documents, certificates or schedules related to the bond issue that are required by District Manager or District Assessment Methodology Consultant.

D.
E.
F.
G.
H.
I.
J.

Electronic communications/e-blasts; Special requests;
Amendment to District boundary; Grant Applications;
Escrow Agent;
Continuing Disclosure/Representative/Agent;
Community Mailings e.g. memos, notifications of rules changes, operations and maintenance assessment notices, etc.
Public Records Requests - Refer to Exhibit D of this Contract for responsibilities;

K.

LITIGATION SUPPORT SERVICES:
Prepare documentation in response to litigation requests and provide necessary expert testimony in connection with litigation involving District issues.

ADDITIONAL SERVICES PROVIDED TO THIRD PARTIES:

A.

Issue estoppel letters as needed for property transfers
Prepare estoppel letter reflecting current district assessment information as required for sale or transfer of residential or commercial property within the District.
Issue lien releases for properties which prepay within in the District. Bond prepayment processing

B.

1.

Collect bond pre-payments, both short term and long term bonds, verify amounts and remit to Trustee with deposit instructions.
Maintain collection log showing all parcels that have pre-paid assessments. Prepare, execute and issue release of lien to be recorded in public records.

2.
3.

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EXHIBIT B
Schedule of Fees

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24

ADDITIONAL SERVICES:

FREQUENCY

RATE

Extended and Continued Meetings Additional Meetings (includes meeting prep, attendance and drafting of minutes) Estoppel Requests (billed to requestor):
One Lot (on tax roll) Two+ Lots (on tax roll)
One Lot (direct billed by the District)
Two Five Lots (direct billed by the District) Six-Nine Lots (direct billed by the District) Ten+ Lots (direct billed by the District)
Long Term Bond Debt Payoff Requests Two+ Lots
Short Term Bond Debt Payoff Requests & Long Term Bond Debt Partial Payoff Requests
One Lot
Two	Five Lots

Hourly

$ 400

Hourly

$ 400

Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence

$ 100
$ 125
$ 100
$ 150
$ 200
$ 250
$ 100/Lot Upon Request

Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Per Occurrence Hourly
Hourly Hourly Hourly Annually
Per Occurrence Hourly
Hourly

$ 125
$ 200
$ 300
$ 400
$ 500
$ 600
Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request Upon Request

Six

Ten Lots

Eleven

Fifteen Lots

Sixteen+ Lots

Bond Amortization Schedules
Special Assessment Allocation Report True-Up Analysis/Report
Re-Financing Analysis Bond Validation Testimony
Bond Issue Certifications/Closing Documents Electronic communications/E-blasts
Special Information Requests Amendment to District Boundary Grant Applications
Escrow Agent
Continuing Disclosure/Representative/Agent Community Mailings
Response to Extensive Public Records Requests Litigation Support Services

MJJ 051424

PUBLIC RECORDS REQUESTS FEES:
Public Records Requests shall be billed hourly to the District pursuant to the current hourly rates shown below:
JOB TITLE:	HOURLY RATE:
Regional Manager	$ 52.00
District Manager	$ 40.00
Accounting & Finance Staff	$ 28.00
Administrative Support Staff	$ 21.00

CONTRACT FOR PROFESSIONAL DISTRICT MANAGMENTSERVICES SOMERSET COMMUNITY DEVELOPMENT DISTRICT

25

MJJ 051424

LITIGATION SUPPORT SERVICES:

Litigation Support Services shall be billed hourly to the District pursuant to the current hourly rates shown below:

JOB TITLE:	HOURLY RATE:

President	$ 500.00
Chief Financial Officer	$ 450.00
Vice President	$ 400.00
Controller	$ 350.00
Regional District Manager	$ 300.00
Accounting Director	$ 300.00
Finance Manager	$ 300.00
Senior District Manager	$ 275.00
District Manager	$ 250.00
Amenity Services Manager	$ 250.00
Business Development Manager	$ 250.00
Landscape Inspection Services Manager	$ 250.00
Financial Analyst	$ 250.00
Senior Accountant	$ 225.00
Landscape Specialist	$ 200.00
Administrative Support Manager	$ 200.00
Senior Financial Associate	$ 200.00
Senior Administrative Assistant	$ 200.00
Staff Accountant II	$ 200.00
District Coordinator	$ 175.00
Administrative Assistant II	$ 150.00
District Compliance Associate	$ 150.00
Staff Accountant	$ 150.00
Financial Associate	$ 150.00
Administrative Assistant	$ 100.00
Accounting Clerk	$ 100.00
Client Relations Specialist	$ 100.00

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26

EXHIBIT C
Municipal Advisor Disclaimer

Rizzetta

&

Company,

Inc.,

does

not

represent

the

Community Development District as a Municipal Advisor or

Securities

Broker

nor

is

Rizzetta

&

Company,

Inc.,

registered to provide such services as described in Section

15B of the Securities and Exchange Act  of 1934, as

amended.

Similarly, Rizzetta & Company, Inc., does not

provide the Community Development District with financial advisory services or offer investment advice in any form.

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EXHIBIT D
Public Records Request Policy and Fees

Public Officer, Employee and Staff Policy for Processing Requests for Public Records

Policy Generally:

The District supports policies that facilitate the efficient and complete provision of requested public records in a timely manner. This policy only applies to the way District officers, employees and staff (District Manager, District Counsel, District Eng

the records requester. This policy is established to provide District Persons with a clear understanding of the process that shall be utilized in preparing responses to public record requests.

Requests for District Records:

1. The requesting party is not required to identify themselves or the reason for the request. The request may be made in writing (electronic or otherwise) or verbally.

2. Content on District social media sites is subject to the public records law. Communication made through a social networking medium may be subject to public disclosure.

3. There may be responsive records located on personal devices or personal accounts that are not maintained by the District. For this reason, District Persons shall be asked to perform searches of personal devices and accounts for any responsive record whenever a request so warrants. District Persons are strongly encouraged to avoid using personal devices or personal accounts for District business.

4. When a request is received, the individual(s) receiving the request shall forward the request to the District Manager who shall then translate the request to the public records request form attached hereto. The form should then be forwarded to the Distr
is Rizzetta & Company, Inc.). The Records Custodian shall then review the form with the requesting party to ensure that it accurately reflects his/her request so that full compliance can

requesting party of the estimated time and cost to retrieve the records, in compliance with the

labor and copy charges, if applicable. Payment shall be made to the District prior to commencing the production process. The provisions of the Rules of Procedure and Florida law must be followed consistently and accurately.

5. To the extent applicable, the District, and not the District Manager or Records Custodian as an entity, shall charge the requesting party the special charge, which amount shall be consistent with Florida law. The District Manager may, consistent with and only pursuant to the terms of the Agreement between the District and the District Manager, charge the District

Agreement.

MJJ 051424

the applicable public records response fees as set forth therein and established within the

be achieved in a timely and efficient fashion. The Records Custodian shall then notify the

CONTRACT FOR PROFESSIONAL DISTRICT MANAGMENTSERVICES SOMERSET COMMUNITY DEVELOPMENT DISTRICT

28

6. If not clear, the requesting party should be asked to identify whether they wish to simply inspect the records or obtain copies.

records produced.

Processing Responsive Records:

1.

After the above process is followed, for documents that are readily available, there should not be any charge for the labor in retrieving the requested documents, but any copies purchased by the requesting party shall
schedule.

2.

Records are only required to be produced in the format(s) in which they exist.

3.

All electronic records must be sent by a file transfer method to the Records Custodian. Any record that can be produced for review by District staff electronically must be produced in that medium. Should District Persons elect to provide records that are capable of being produced electronically in hard format, such individual shall not be entitled to

to determine whether a record is capable of being produced electronically. District Persons shall make their best efforts to produce records for review by District staff as economically and efficiently as possible.

4.

District Persons shall use their best efforts to electronically store public record e-mail according to the conventions of their e-mail system and retain it electronically pursuant to

5.

The technical details and methods of storing, retrieving and printing e-mail depend on the e-mail system in use. Consult with the Records Custodian or District Manager for guidance should questions arise.

6.

Public records retention is governed by the Florida Department of State, Division of Library

Retention schedule. Should District Persons have any questions regarding retention or disposition of records, please contact the Records Custodian or District Counsel.

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EXHIBIT E

Nongovernmental Entity Human Trafficking Affidavit
Section 787.06(13), Florida Statutes

I, the undersigned, am an officer or representative of Rizzetta & Company, Incorporated and attest that Rizzetta & Company, Incorporated does not use coercion for labor or services as defined in Section 787.06, Florida Statutes. Under penalty of perjury, I hereby declare and affirm that the above stated facts are true and correct.

FURTHER AFFIANT SAYETH NOT.

Rizzetta & Company, Incorporated, a Florida Corporation

By: 	
Name: William J. Rizzetta

Title: President

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